Erayak Power Solution Group Inc (NASDAQ:RAYA) witnessed a substantial boost in its stock price, rising 7% during premarket trading on Friday, following reports of rapidly increasing demand for its portable quiet inverter generators. This surge correlates with the recent severe winter storms impacting the U.S. East Coast, which have heightened consumer needs for reliable power solutions.
The company detailed that beginning around January 20, 2026, its daily unit sales escalated dramatically, approximately twenty times the average daily sales recorded in the preceding weeks. In response to this demand, Erayak shipped nearly 1,000 generator units over just two days, as customers prepared for the possibility of widespread power outages triggered by extreme weather.
This sudden uptick in sales has placed pressure on U.S. inventory levels, leading the manufacturer to work closely with its supply chain partners to accelerate production schedules and prioritize logistics. Despite these efforts, Erayak acknowledged that ongoing adverse weather conditions might continue to challenge inventory sufficiency.
Looking forward, the company intends to broaden its product offerings in the first quarter of 2026 by introducing additional home emergency power equipment. These are set to include gasoline inverter generators ranging from 4 kW to 13 kW in capacity, along with multi-fuel generator models anticipated to enter the U.S. market during the second quarter, subject to regulatory approvals and market dynamics.
Beyond generators, Erayak is exploring opportunities to expand into related sectors that are dependent on power technologies aligned with its expertise. Potential product extensions include pressure washers, electric or gas-powered chainsaws, and camping equipment.
Erayak's expansion into the U.S. market officially commenced in 2024 and the company has experienced growing traction through e-commerce channels throughout 2025, as stated by CEO and Chairman Lingyi Kong. This strategic positioning suggests a focus on scaling up presence within North America, driven by demand linked to weather-dependent power needs.
Erayak Power Solution Group Inc saw a marked increase in demand for its portable inverter generators during severe winter storms on the U.S. East Coast. The company reported a twentyfold rise in daily sales starting in late January 2026, leading to inventory constraints and accelerated supply chain efforts. Plans for new emergency power products and sector expansion were also announced.
Key Points
- Erayak Power's stock price rose 7% premarket due to increased demand for portable inverter generators.
- The company reported a twentyfold increase in daily sales starting January 20, 2026, shipping nearly 1,000 units in two days amid severe East Coast winter storms.
- Erayak is accelerating production and logistics to address inventory shortages and plans to launch new gasoline and multi-fuel generator models in 2026, with potential expansion into related power-dependent product categories.
Risks
- Inventory levels may remain insufficient if severe winter weather continues, potentially impacting sales fulfillment and customer satisfaction.
- Regulatory certifications and market conditions could delay or limit the introduction of new generator models planned for 2026.
- Expansion into adjacent product categories bears execution and market acceptance risks as the company ventures beyond its current core product offerings.