AI Data Insight
In September 2026, the year-on-year growth rate of China's urban and rural residential electricity consumption dropped to -6.0%, further deteriorating from the previous -4.0%, marking the only electricity consumption sector with negative growth for the month. The main reason was the cooling effect brought by typhoons and heavy rainfall, which led to a sharp decrease in demand for air conditioning electricity. However, benefiting from the robust expansion of high-tech manufacturing and charging and battery swap services, China's overall electricity consumption across society still maintained a positive growth trend.