Core Insights - The overall electricity consumption growth rate in China has stabilized and rebounded in the first half of the year, with April and May showing growth rates of 4.7% and 4.4% respectively, and June recording a year-on-year increase of 5.4% [1] Electricity Consumption - The growth rate of total electricity consumption reached 5.4% year-on-year in June, indicating a positive trend in energy demand [1] - April and May saw growth rates of 4.7% and 4.4%, respectively, reflecting a consistent recovery in electricity usage [1] Natural Gas Demand - Natural gas demand has experienced a slight increase, primarily driven by urban gas consumption [1] Coal Consumption - Coal consumption has slightly decreased, influenced by factors such as warmer winter weather and a significant increase in renewable energy output [1] Oil Consumption - The consumption of refined oil continues to show negative growth, with the substitution effect of new energy vehicles and liquefied natural gas (LNG) heavy trucks on transportation fuel becoming increasingly evident [1]

人民财讯7月29日电，据中国煤炭运销协会官微消息，6月份国内煤炭消费环比逐步回升但同比依然偏 弱。其中，电力需求同比增速扩大，水电发电出力不及预期，火电机组充分发挥兜底保障能源作用，火 电发电量同比增长，带动电煤需求回升。规模以上生铁、水泥、平板玻璃等耗煤产品产量继续下降，制 约钢铁、建材行业用煤需求增长；主要煤化工产品产量快速增长，带动化工用煤保持增长。7月上中 旬，我国高温天气范围扩大，水电出力情况欠佳，火电发电量环比、同比均有增长，火电厂日均煤耗继 续增加。 ...