Erayak Power (RAYA) Stock Jumps 71% After U.S. Market Pivot Announcement

TLDR

• Erayak Power (RAYA) surged 71% Friday after announcing a major strategic pivot to the U.S. market.
• The company is shifting from a China-based manufacturer to a U.S.-focused R&D operation through its North American subsidiary, Nexora.
• Erayak unveiled a new Tri-Fuel Inverter Generator lineup (9kW–13kW) running on gasoline, propane, and natural gas.
• The pivot follows a 5,000-mile research tour across five U.S. states and a showcase at the 2026 National Hardware Show in Las Vegas.
• New partnerships with North American retailers and distributors were formed at the show.

Erayak Power (RAYA) jumped 71% Friday after announcing it is restructuring around the U.S. market through its subsidiary Nexora, unveiling new Tri-Fuel generators and forming retail partnerships at the 2026 National Hardware Show.

Erayak Power Solution Group Inc., RAYA

The stock move came after Erayak released details of a broad operational shift. The company, which previously served North America primarily through indirect exports, is now building a direct U.S. presence.

The restructuring centers on Nexora, Erayak’s North American subsidiary. Under the new model, Nexora will handle R&D, customer service, and strategic planning for the U.S. market, while manufacturing stays supported by the Ruike Electronics facility.

Before finalizing the strategy, Erayak’s leadership completed a 5,000-mile research trip across California, Arizona, Texas, Florida, and New York. The tour was aimed at understanding regional power needs across different U.S. markets.

The company showcased its new products at the 2026 National Hardware Show in Las Vegas. That event also served as a launchpad for new partnerships with Tier-1 retailers and industrial distributors in North America.

New Product Lineup

Erayak’s 2026 flagship products include Tri-Fuel Inverter Generators ranging from 9kW to 13kW. These units can run on gasoline, propane, or natural gas and are built with Auto Transfer Switch technology.

The generators are also paired with industrial-grade UPS Solar Inverters. Erayak says the systems are designed for stable backup power, including for AI-edge computing setups and smart home applications.

The company pointed to Texas and Florida as key target markets, citing ongoing concerns about grid reliability in those states. The generators feature low total harmonic distortion, which the company says makes them suitable for sensitive electronics.

Erayak describes its go-to-market approach as a “Twin-Track” model. It combines Nexora’s direct-to-consumer channel with an expanded wholesale distribution network.

Strategic Shift

Prior to this announcement, Erayak’s North American business ran largely through indirect export channels. The new structure is a direct departure from that model.

The company said the Nexora strategy is designed to improve operational transparency and increase value for investors.

RAYA opened trading Friday with strong volume following the announcement. The stock was up 71% on the day at last check, with intraday gains reaching as high as 87%.

The 2026 National Hardware Show appearance and the Nexora announcement appear to have been the primary catalysts behind Friday’s move.

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