Erayak Power Solution Group Inc. Reports Surge in Demand for Portable Quiet Generators Amid U.S. East Coast Winter Storms

Rhea-AI Summary

Erayak Power Solution Group (NASDAQ: RAYA) reported a sharp U.S. demand surge for its portable quiet inverter generators amid East Coast winter storms beginning around January 20, 2026. Daily unit sales rose by more than 20x versus prior weeks, and aggregate shipments of key portable inverter models approached 1,000 units over two days. Some U.S. inventory positions tightened, and the company is expediting production and inbound logistics to replenish stock while warning there is no assurance inventory will fully meet ongoing demand.

Erayak plans new home emergency power products for North America in Q1–Q2 2026, including 4 kW–13 kW gasoline inverter models and multi-fuel generators, and is evaluating adjacent power-dependent categories as its U.S. channels mature.

Positive

• Daily unit sales increased by >20x versus preceding weeks
• Aggregate shipments approached 1,000 units over a two-day period
• Plans to introduce 4 kW–13 kW gasoline inverter and multi-fuel generators in Q2 2026
• Accelerating production schedules and prioritizing inbound logistics to replenish U.S. inventory

Negative

• Certain U.S. inventory positions have tightened and may not meet sustained demand
• New product introductions are subject to production readiness and regulatory certifications
• No assurance inventory or supply-chain acceleration will fully satisfy ongoing orders

News Market Reaction

-34.07% 19.4x vol

51 alerts

-34.07% News Effect

+64.6% Peak Tracked

-46.5% Trough Tracked

-$1M Valuation Impact

$2M Market Cap

19.4x Rel. Volume

On the day this news was published, RAYA declined 34.07%, reflecting a significant negative market reaction. Argus tracked a peak move of +64.6% during that session. Argus tracked a trough of -46.5% from its starting point during tracking. Our momentum scanner triggered 51 alerts that day, indicating high trading interest and price volatility. This price movement removed approximately $1M from the company's valuation, bringing the market cap to $2M at that time. Trading volume was exceptionally heavy at 19.4x the daily average, suggesting significant selling pressure.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Daily sales spike: more than 20x Two-day shipments: 1,000 units Planned generator range: 4 kW to 13 kW +4 more

7 metrics

Daily sales spike more than 20x Increase in daily unit sales vs preceding weeks around Jan 20, 2026

Two-day shipments 1,000 units Aggregate shipments of key portable inverter generator models over two days

Planned generator range 4 kW to 13 kW Gasoline inverter generators planned for North American home emergency power

Product launch window Q2 2026 Expected U.S. market entry for new home emergency power products

Roadmap milestone Q1 2026 Planned introduction of additional home emergency power solutions

U.S. entry year 2024 Formal expansion into the U.S. market via e-commerce channels

Momentum year 2025 Period when U.S. e-commerce channels showed meaningful sales momentum

Market Reality Check

Price: $1.80 Vol: Volume 14,851,650 is 13.9...

high vol

$1.80 Last Close

Volume Volume 14,851,650 is 13.95x the 20-day average of 1,064,494, indicating unusually heavy trading. high

Technical Price $2.73 is trading below the 200-day MA of $149.61, reflecting a deeply depressed longer-term trend.

Peers on Argus

RAYA gained 13.75% while key peers showed mixed moves: ADN -20.82%, POLA -0.99%,...

RAYA gained 13.75% while key peers showed mixed moves: ADN -20.82%, POLA -0.99%, LNKS +0.71%, XPON +8.99%, STI +6.71%. No momentum-scanner peers were flagged, suggesting a stock-specific reaction to the demand update rather than a broad sector rotation.

Historical Context

5 past events · Latest: Oct 17 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Oct 17	U.S. subsidiary expansion	Positive	+6.9%	Formation of Nexora U.S. subsidiary to lead North American growth.
Sep 09	Nasdaq delisting notice	Negative	-8.5%	Nasdaq notice for trading below required price thresholds and potential delisting.
Aug 01	$7M offering closing	Negative	+41.4%	Closing of $7M registered direct offering with significant new share issuance.
Jul 31	$7M offering announced	Negative	-53.6%	Announcement of $7M registered direct equity financing and warrants.
Jul 28	$3M offering closing	Negative	-1.8%	Closing of $3M registered direct share and warrant financing.

Pattern Detected

Recent news reactions mostly aligned with the nature of announcements, with one notable divergence where shares rose sharply on a dilutive offering closing.

Recent Company History

Over the past six months, Erayak has combined capital markets activity with strategic expansion. In July–August 2025, it announced and closed multiple registered direct offerings totaling at least $10 million, generally met with negative or muted price moves except for a sharp rebound on August 1, 2025. In September 2025, a Nasdaq delisting notice pressured shares, followed by recovery efforts. By October 17, 2025, the company highlighted its U.S. subsidiary to drive North American growth, which was received positively, setting the backdrop for today’s U.S. demand update.

Market Pulse Summary

The stock dropped -34.1% in the session following this news. A negative reaction despite operational...

Analysis

The stock dropped -34.1% in the session following this news. A negative reaction despite operational momentum would have fit a pattern where investors remained focused on past dilution and listing risks. The company highlighted more than 20x daily sales growth and about 1,000 units shipped in two days, but the share price has traded far below its 52-week high and under its 200-day MA. Prior offerings and reverse-split actions could keep some shareholders cautious about long-term value creation.

AI-generated analysis. Not financial advice.

WENZHOU, China, Jan. 23, 2026 /PRNewswire/ -- Erayak Power Solution Group Inc. (Nasdaq: RAYA) ("Erayak" or the "Company"), a manufacturer, designer, and exporter of power solution products, today provided a business update regarding recent market demand trends in the United States.

Over the past several days, severe winter storm conditions across parts of the U.S. East Coast have coincided with a sharp increase in customer demand for Erayak's portable quiet inverter generators. Beginning around January 20, 2026, the Company observed a rapid acceleration in order activity across U.S. e-commerce channels serving end users preparing for potential power outages.

During this period, daily unit sales increased by more than twenty times compared to the Company's average daily unit sales in the preceding weeks, with aggregate shipments across the Company's key portable inverter generator models approaching 1,000 units over a two-day period. The Company believes this surge reflects heightened consumer preparedness in response to extreme winter weather events and associated grid reliability concerns.

As a result of the accelerated sales activity, certain U.S. inventory positions have tightened. Erayak is actively coordinating with its supply chain partners to expedite replenishment, including accelerating production schedules and prioritizing inbound logistics. There can be no assurance that inventory levels will be sufficient to fully meet ongoing demand, particularly if adverse weather conditions persist.

Looking ahead, Erayak continues to advance its product roadmap for the North American market. During the first quarter of 2026, the Company plans to introduce additional home emergency power solutions, including gasoline inverter generators in the approximately 4 kW to 13 kW range and multi-fuel generator models. Subject to production readiness, regulatory certifications, and market conditions, these products are currently expected to enter the U.S. market during the second quarter of 2026.

In parallel, as the Company's U.S. sales channels continue to mature, Erayak is evaluating selective opportunities to expand into adjacent, power-dependent product categories that closely align with its core power-generation expertise and customer base. These categories may include home and outdoor equipment used in emergency and off-grid scenarios, such as pressure washers, electric or gas-powered chainsaws, and certain camping-related equipment. Any such evaluation is expected to follow a disciplined approach, with emphasis on engineering relevance, product reliability, and long-term portfolio coherence, rather than broad or opportunistic category expansion.

In connection with these developments, Lingyi Kong, CEO and Chairman of Erayak, commented:

"Since formally expanding into the U.S. market in 2024, we have been encouraged by the strong market response to Erayak products across U.S. e-commerce channels. During 2025, these channels demonstrated meaningful sales momentum, providing clear validation of customer demand patterns and product-market fit in the U.S.

This market feedback has helped guide our decisions around product portfolio expansion and capacity planning, particularly in home emergency power solutions. At the same time, we are accelerating the development of new industrial facilities through our subsidiary, Ruike Electronics. Over time, these initiatives may enhance our manufacturing capabilities for higher-output generator products and may provide opportunities to improve cost efficiency.

As these projects move through development, introduction, and production phases, and as we continue to actively expand our sales channels, we expect to pursue additional growth opportunities. However, the scale, pace, and ultimate impact of such expansion will depend on market conditions, execution progress, and external demand dynamics."

About Erayak Power Solution Group Inc.

Erayak specializes in the manufacturing, research and development, and wholesale and retail of power solution products. Erayak's product portfolio includes sine wave and off-grid inverters, inverter and gasoline generators, battery and smart chargers, and custom-designed products. Our products are used principally in agricultural and industrial vehicles, recreational vehicles, electrical appliances, and outdoor living products. Our goal is to be the premier power solutions brand and a solution for mobile life and outdoor living. For more information, visit www.erayakpower.com. 

Forward-Looking Statements

Certain statements in this announcement are forward-looking statements. These forward-looking statements involve known and unknown risks and uncertainties and are based on current expectations and projections about future events and financial trends that the Company believes may affect its financial condition, results of operations, business strategy and financial needs. Investors can identify these forward-looking statements by words or phrases such as "may," "will," "expect," "anticipate," "aim," "estimate," "intend," "plan," "believe," "potential," "continue," "is/are likely to" or other similar expressions. The Company undertakes no obligation to update forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct, and the Company cautions investors that actual results may differ materially from the anticipated results and encourages investors to review other factors that may affect its future results in the Company's registration statement and in its other filings with the U.S. Securities and Exchange Commission.

For more information, please contact:

Investor Relations
Erayak Power Solution Group Inc.
Email: investor@erayakpower.com 
Website: www.erayakpower.com

View original content:https://www.prnewswire.com/news-releases/erayak-power-solution-group-inc-reports-surge-in-demand-for-portable-quiet-generators-amid-us-east-coast-winter-storms-302668856.html

SOURCE Erayak Power Solution Group Inc.

FAQ

What caused the surge in Erayak (RAYA) portable generator sales on January 20, 2026?

Erayak attributed the surge to severe U.S. East Coast winter storms and heightened consumer preparedness for possible power outages.

How large was the sales increase for Erayak (RAYA) during the two-day period in January 2026?

Daily unit sales rose by more than 20x versus prior weeks, with aggregate shipments approaching 1,000 units over two days.

Will Erayak (RAYA) have enough U.S. inventory to meet continued demand?

The company said some U.S. inventory positions tightened and that it is expediting production, but there is no assurance inventory will fully meet ongoing demand.

When will Erayak (RAYA) introduce new home emergency generators in the U.S.?

Erayak plans product roadmap advances in Q1 2026 and expects new gasoline inverter (≈4 kW–13 kW) and multi-fuel models to enter the U.S. market in Q2 2026, subject to readiness and certifications.

Is Erayak (RAYA) expanding beyond generators in North America?

The company is evaluating selective adjacent categories—such as pressure washers, chainsaws, and camping equipment—aligned with its power-generation expertise, following a disciplined assessment.