China's Power Demand Hits Historic Zenith: Data and EV Sectors Drive Record Surge

China’s national electricity load has surged to a historic zenith, propelled by the relentless expansion of data processing infrastructure and the aggressive scaling of the electric vehicle (EV) sector.

The Dual Engines of Consumption: Data and Mobility

According to the National Energy Administration, China’s nationwide electricity load hit a record high for the year on July 10, reaching 1.518 billion kilowatts.

Structural Drivers of the Surge

■Exponential growth in data center operations to support digital infrastructure.

■Accelerating demand driven by the mass adoption and manufacturing of EVs.

This surge in electricity load is more than a domestic infrastructure milestone; it is a leading indicator for global supply chain dynamics. As EV demand and data infrastructure scale, we anticipate a correlated spike in specialized air freight demand, particularly for lithium-ion battery shipments and high-end server hardware.