AI Data Insight
In the third quarter of 2026 (as of September), the cumulative electricity consumption of China's tertiary industry reached 1,610.9 billion kWh, a year-on-year increase of 6.8%, significantly outperforming overall electricity consumption growth. Notably, electricity consumption for EV charging and battery swapping, as well as internet data services, surged by over 40%, highlighting that the digital economy and new energy transition have become the core drivers supporting the fundamental domestic demand.