National Energy Administration data: Total electricity consumption in September was 899.7 bln kWh, up 1.2% YoY. By sector: primary 13.5 bln kWh (+4.1%); secondary 580.0 bln (+1.7%), with industrial use 575.1 bln (+1.8%) and high-tech & equipment manufacturing 116.7 bln (+4.6%); tertiary 185.2 bln (+4.9%), where EV charging/battery-swap and internet data services were 16.8 bln and 9.8 bln kWh, rising 57.0% and 35.4% respectively. Urban and rural residential consumption fell to 121.0 bln kWh, down

2026-10-21

National Energy Administration data: Total electricity consumption in September was 899.7 bln kWh, up 1.2% YoY. By sector: primary 13.5 bln kWh (+4.1%); secondary 580.0 bln (+1.7%), with industrial use 575.1 bln (+1.8%) and high-tech & equipment manufacturing 116.7 bln (+4.6%); tertiary 185.2 bln (+4.9%), where EV charging/battery-swap and internet data services were 16.8 bln and 9.8 bln kWh, rising 57.0% and 35.4% respectively. Urban and rural residential consumption fell to 121.0 bln kWh, down 6.0%, mainly due to lower cooling demand in high-load central, eastern and southern regions after Typhoon Shadul.

其他消息
2026-10-21

过去35年,美国贸易逆差的主要来源经历三次转变:从石油,到机械及运输设备,再到半导体和AI硬件。今年Q2半导体及AI硬件贸易逆差年化规模达5460亿美元,较上年同期扩大逾一倍,超过同期机械及运输设备的4510亿美元,也高于石油逆差在2008年创下的4140亿美元峰值。自2020年以来,该类产品逆差已扩大九倍以上。这一变化主要源于AI数据中心建设带动芯片、服务器等设备进口激增。2026年前七个月,美国此类产品进口额达4290亿美元,出口额仅1320亿美元。 美国石油逆差于2008年见顶,随后页岩油革命推动产量激增,美国在2020年实现了石油产品的全年净出口,为自1949年EIA有相关记录以来的首次。到2024年,石油贸易逆差已从图表中消失。机械及运输设备逆差则在2024年末达到5750亿美元的峰值。 不过,若考虑经济规模,当前半导体及AI硬件逆差占GDP的1.7%,仍低于2008年石油逆差峰值时的2.8%。

2026-10-21

Bank of England monetary policy committee member Greene said he is concerned the current policy stance may not be sufficiently restrictive.