B[In August, the electricity consumption of the whole society exceeded one trillion again, and the load reached a record high] September 20th, in August 2026, the electricity consumption of the whole society exceeded one trillion again, reaching 1033.2 billion kilowatt hours, a year-on-year increase of 1.7%; the electricity load hit a record high of 1.56 billion kilowatts, 49.69 million kilowatts higher than the maximum load of the previous year, and a total of 7 days exceeded the maximum load of the previous year. Looking at electricity consumption by industry, the primary industry consumed 16.9 billion kilowatt-hours of electricity, a year-on-year increase of 2.7%. The electricity consumption of the secondary industry was 612.4 billion kilowatt-hours, a year-on-year increase of 2.4%; among which, the industrial electricity consumption was 606.5 billion kilowatt-hours, a year-on-year increase of 2.7%. The electricity consumption of high-tech and equipment manufacturing industries maintained a rapid growth momentum, reaching 122.2 billion kilowatt-hours, a year-on-year increase of 7.2%. Electricity consumption increased rapidly in computer communication equipment (7.5%), automobile manufacturing (7.6%, including new energy vehicles 22.2%), general equipment manufacturing (7.6%), special equipment manufacturing (8.2%), and electrical machinery (12.3%). The electricity consumption of the tertiary industry was 215.5 billion kilowatt-hours, a year-on-year increase of 5.1%. Among them, the electricity consumption of the charging and replacement service industry and Internet data services grew strongly, reaching 17.2 billion and 10.2 billion kilowatt-hours respectively, with growth rates of 51.2% and 37.9% respectively.
The domestic electricity consumption of urban and rural residents was 188.3 billion kilowatt-hours, a year-on-year decrease of 4.0%. The decrease was mainly due to more typhoons and heavy rainfall in August 2026 than in August 2025, and a significant reduction in air-conditioning electricity consumption.
From January to August, the total electricity consumption in the whole society was 7.173 billion kilowatt hours, a year-on-year increase of 4.3%. Looking at electricity consumption by industry, the primary industry consumed 104.6 billion kilowatt-hours of electricity, a year-on-year increase of 3.3%. The electricity consumption of the secondary industry was 4,529.7 billion kilowatt-hours, a year-on-year increase of 4.4%; among which, the industrial electricity consumption was 4,488 billion kilowatt-hours, a year-on-year increase of 4.6%, and the high-tech and equipment manufacturing industry consumed 845.1 billion kilowatt-hours, a year-on-year increase of 9.3%. The electricity consumption of the tertiary industry was 1,425.6 billion kilowatt-hours, a year-on-year increase of 7.1%. Among them, the electricity consumption of the charging and replacement service industry and Internet data services were 114.7 billion and 69.5 billion kilowatt-hours respectively, with growth rates of 55.1% and 42.5% respectively. The domestic electricity consumption of urban and rural residents was 1,113.2 billion kilowatt-hours, a year-on-year increase of 0.3%. B[Seven departments: Promote energy conservation and carbon reduction in the construction of communication base stations and use energy-saving hardware such as low-power chips and high-efficiency power amplifiers] On September 4, seven departments including the Central Cyberspace Administration of China jointly issued the "Implementation Plan for Promoting Digital Green Collaborative Transformation and Development (2026-2030)." It is mentioned that the green and low-carbon development of communication base stations. Promote energy conservation and carbon reduction in the construction of communication base stations, use energy-saving hardware such as low-power chips and high-efficiency power amplifiers, and gradually introduce heat dissipation technologies such as liquid cooling and natural cooling sources to promote energy efficiency improvements in communication base stations. Promote the deployment and implementation of centralized wireless access network architecture, share baseband resources, and save supporting needs such as base station computer rooms, power supplies, and air conditioning. Improve the energy efficiency of base station supporting facilities, strengthen the application of outdoor small intelligent power supply systems in base stations, and configure differentiated power backup and green energy power generation according to local conditions. Promote fine management and control of base station operation energy consumption, innovatively apply load sensing, intelligent management and control, dynamic energy saving and other technologies to accurately match base station load and energy supply needs. Deepen the co-construction and sharing of base stations, encourage measures such as optimizing network architecture through simplified networking, off-peak power consumption and priority consumption of green electricity, and promote the intensification of base station layout and clean energy supply. A[Orders scheduled until the end of the year, the 100 billion liquid cooling track is accelerating to heat up] August 30th, in the past, data centers mainly relied on fans and air conditioners to "cool". However, after the accelerated implementation of high-power computing clusters such as Wanka Intelligent Computing Center and super nodes, chip power consumption continues to rise, making traditional air cooling increasingly difficult. As a result, liquid cooling was quickly pushed to the forefront. Industry insiders said that after the power of a single machine exceeds 100 kilowatts, the pressure of cold plate liquid cooling will increase significantly; when the power of the AI server cabinet reaches more than 200 kilowatts, the immersion solution will have more advantages. With the expansion of demand, competition quickly spread to the production side. On the high-end AI server production line in Jinan, Shandong, a batch of liquid-cooled servers are being assembled and tested and are about to be delivered and put into production; in Laixi, Qingdao, Shandong, there is a liquid-cooled core equipment component CDU assembly line, and orders have been scheduled until the end of December; in Foshan, Guangdong, a liquid-cooled component manufacturer's orders, output value, and delivery volume this year have all increased nearly 100% year-on-year. CCID Consulting data shows that China’s liquid cooling data center market size will reach 15.98 billion yuan in 2025, a year-on-year increase of 45.2%. According to predictions from industry organizations, the global smart computing liquid cooling market may exceed 100 billion yuan in 2026. As long as the power of AI servers continues to rise, the density of cabinets continues to increase, and the construction of smart computing centers continues, the smart computing liquid cooling market will continue to expand. (CCTV Finance)
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