Core Insights - China's electricity load reached a record high in winter 2026, surpassing 1.4 billion kilowatts for the first time, peaking at 1.417 billion kilowatts, with daily electricity consumption exceeding 30 billion kilowatt-hours for the first time in winter [1] Group 1: Electricity Load Trends - The national maximum electricity load hit 1.351 billion kilowatts on January 4, setting a new winter historical high [1] - From January 18, due to a widespread cold wave, the national electricity load increased rapidly, rising by 150 million kilowatts in three days, equivalent to Japan's maximum annual electricity load [1] - On January 19 and 20, the electricity load reached new winter historical highs, with January 20 peaking at 1.417 billion kilowatts [1] Group 2: Regional Performance - The electricity load in North China, Northwest China, Northeast China, and 12 provincial-level power grids including Xinjiang and Tibet has set historical highs 75 times since the beginning of winter [1] Group 3: Electricity Consumption - Daily electricity consumption has remained high, with January 5 marking the first time daily consumption exceeded 30 billion kilowatt-hours in winter [1] - Daily electricity consumption also surpassed 30 billion kilowatt-hours on January 5-7 and January 19, indicating an improvement in China's winter energy security capabilities [1] Group 4: Future Actions - The National Energy Administration will guide and supervise local power companies to ensure winter heating and supply, monitoring electricity supply and demand changes daily to address potential risks and ensure stable electricity supply [1]

Core Viewpoint - The National Development and Reform Commission (NDRC) reported record-high electricity demand in China, with the highest power load reaching 1.508 billion kilowatts, an increase of 57 million kilowatts compared to last year, equivalent to the electricity load of Fujian Province [1] Group 1: Electricity Demand and Supply - The highest electricity load in China has been recorded four times this year, with the peak reaching 1.508 billion kilowatts [1] - The maximum cross-regional electricity transmission has reached 148 million kilowatts, setting a new historical record [1] - The China Meteorological Administration predicts that temperatures in most regions will be close to or above the normal levels in early to mid-August, contributing to the rising electricity demand [1] Group 2: Policy and Operational Measures - The NDRC is focusing on ensuring supply, promoting consumption, and maintaining safe operation of power units in response to the rapidly increasing electricity demand [1] - The commission emphasizes the role of coal power as a backup, while also enhancing pumped storage and new energy storage utilization [1] - Collaborative efforts are being made to strengthen cross-regional support, with peak power support achieved through interconnections such as the Fujian-Guangdong DC interconnection and Jiangcheng DC reverse transmission, providing 3.2 million kilowatts of support power [1]

Group 1 - The recent high-temperature weather has led to a rapid increase in electricity load across multiple regions, with many areas setting new records for electricity consumption [2][3] - On July 9, the maximum electricity load of the Southern Power Grid reached 252 million kilowatts, marking a historical high for the year [2] - Guangdong province has consistently ranked first in electricity load and consumption for the past decade, with a peak load of 164 million kilowatts on July 9, an increase of 6.86 million kilowatts or 4.38% compared to last year [2][3] Group 2 - The electricity load during peak evening hours in Guangdong remains high, with a maximum load of 15698 million kilowatts recorded on July 7, just 270 million kilowatts shy of the midday peak [3] - The Southern Power Grid serves a population of 273 million people and anticipates a peak load of 270 million kilowatts during the summer peak season [3] - Nationwide, the maximum electricity load reached 1.465 billion kilowatts on July 4, an increase of approximately 200 million kilowatts compared to the end of June [3] Group 3 - The "China Power Supply and Demand Analysis Report (2025)" predicts that the newly installed power generation capacity will reach 660 million kilowatts by 2025, a growth of 53.2% year-on-year [4] - Renewable energy is becoming the main source of new electricity generation, currently accounting for about 25% of total electricity generation [4] - The electricity sector has seen significant investment interest, with the electricity index rising by 2.89% from July 1 to 9, outperforming major stock indices [4]