North American household backup power demand is rising. Shenzhen Hello Tech Energy (301327.SZ) and its Jackery brand continue to lead the solar-charging energy storage track.

North American household backup power demand continues to heat up, and solar-charging energy storage power supplies are gaining attention in the North American market. Google Trends data shows that after a long period of stable fluctuation, interest in the term "Solar Generator" broke out of its long-term range in late October and rapidly climbed to a historical peak. Recently, multiple products under Shenzhen Hello Tech Energy (301327.SZ)'s Jackery brand have maintained leading performance in relevant Amazon categories, continuing to attract attention from North American household users. North American household backup power is shifting from an emergency need to routine configuration, driven by the dual pressure of local residents' electricity costs and an aging power grid. U.S. Energy Information Administration (EIA) data shows that since 2026, average residential electricity prices across the United States have continued to rise year over year, with electricity bill pressure increasing noticeably for residents in many areas. Against this backdrop, North American households are placing higher demands on the safety, reliability, and compliance of power products. Unlike pure product exports, Jackery has established a relatively deep brand moat in North America. In response to North America's stringent residential and fire safety standards, its full product line has completed localized compliance certification; in September this year, the brand also obtained Frost & Sullivan's certification as the "world's No. 1 portable solar energy storage brand by sales volume and sales revenue." At present, through a full-matrix layout, its products cover multi-scenario power needs for users in North America and globally. As of October 2026, cumulative brand sales have exceeded 8 million units. Currently, Chinese solar energy storage companies are undergoing a structural shift from "product export" to "brand and technology collaborative overseas expansion." The overseas capacity, channel expansion, and financial performance of relevant companies remain subject to their subsequently disclosed periodic reports.