The following article comes from first Finance.

The power generation equipment index has risen from a low of 6014.99 in April to about 11673 today, according to Wind. In four months, it almost doubled.

Recently, the extremely high temperature weather in Sichuan and Chongqing has continued, and the power consumption situation in urban and rural areas is grim. On August 21, Sichuan launched the first-level emergency response to the guarantee of emergency energy supply. This is the highest level in the early warning classification of local energy supply security.

Recently, the first financial reporter learned from a number of Taobao sellers that the sales of civil generator goods in Sichuan and Chongqing have soared. Many sellers say that recently, many customers from Sichuan and Chongqing have purchased civil generators from them.

Zhao Guangchuan is a resident in a town around Dazhou City, Sichuan Province. because he has a private car, he often goes to the town to help the villagers restock. On August 19, in the 40-degree heat, he went to the next town to buy two generators for the villagers.

"the weather is so hot that hundreds of pigs in the pig farm are so hot that they may die of heat and have to generate electricity to cool down. The sprinklers in the orchard urgently need to be connected to the power supply in order to sprinkle water on the fruit trees. " Zhao Guangchuan said that the two generators he bought were used in pig farms and orchards in the countryside.

According to him, the maximum power of the generator bought by the pig farm is 10 kilowatts, and the price is 4200 yuan. The generator bought by the orchard is slightly smaller, with a maximum power of 6 kilowatts, which cost more than 2000 yuan. Zhao Guangchuan said that he bought it from a dealer in the town, but the dealer did not have it in stock, but contacted the manufacturer to deliver the goods after receiving the order.

"the ordered generator will arrive soon." Zhao Guangchuan said that the goods can be picked up the next day. As far as he knows, the price of a few thousand yuan for generators is beyond the affordability of ordinary villagers, so apart from farmers and growers in the countryside, in order to maintain their business, other villagers basically do not buy generators. "the fuel cost of using a generator is also a large sum, such as a generator in a pig farm, which costs hundreds of yuan a day," Zhao Guangchuan said.

However, he also believes that many villages and towns in Sichuan and Chongqing have similar farmers and growers, and there should be not a small number of villagers who buy generators under high temperatures.

Li Duohai, a dealer who sold generators to Zhao Guangchuan, told reporters that he had sold seven generators because of the power shortage since mid-August. In addition, more than a dozen generators have been repaired. "(the generator for maintenance) was bought by the villagers a long time ago and has not been used much. There are also fewer villagers who buy generators at ordinary times. " He said.

Li Duohai said that he has been engaged in mechanical and electrical business in villages and towns for more than 10 years, and the upstream generator manufacturers also met ten years ago and have been cooperating all the time. The generator manufacturer is located in Chongqing and is usually contacted online. As far as he knows, there is indeed a shortage of factory shipments recently, but it is mainly for dealers who order in bulk. "for example, every time I order one or two sets, the order is issued the day before, and the logistics can be delivered the next day." He said.

A seller of an e-commerce platform said that due to the limitations of the epidemic, their factory in Chongqing is currently unable to guarantee the delivery of civil generators, but products sent to Sichuan and Chongqing can be delivered on the same day.

Another Taobao seller told reporters that most of the civil motors sent to Sichuan and Chongqing are 3-6 kilowatt models. Generators in this power range can drive air conditioners, refrigerators, sprinklers, commonly used agricultural tools and other equipment.

At present, a number of Taobao stores have marked the civil generator products within this power range with the label of "hot" and "recommended". In terms of price, the 3-kilowatt generator on Taobao is generally more than 3000 yuan.

Driven by demand, the capital market is moved by the wind. The power generation equipment index has risen from a low of 6014.99 in April to about 11673 today, according to Wind. In four months, it almost doubled.

Take Ketai Power (300153.SZ) as an example, the company is engaged in the development, design, production and sales of backup power equipment for diesel generator sets. The operating income of the diesel generator set produced by the company reached 862 million yuan in 2021, an increase of 36.7% over the same period last year, accounting for 90.44% of the company's total operating income, and the gross profit margin was 12.97%.

The products produced by the company are widely used in communications and data center, engineering, service and power industries, accounting for 63.21%, 8.85%, 4.78% and 0.62% of the company's total revenue, respectively.

At the investor exchange meeting held in May this year, Ketai power executives said: "the company's generator exports account for 11.01% of the total revenue. After years of development, the company's products have covered the national market. And exported to Southeast Asia, the Middle East, Africa, South America, Australia and other regions. The company has completed trademark registration in seven overseas countries and regions, which will protect the company's brand more effectively. "

In 2021, the market demand for diesel generator sets will increase greatly. In overseas markets, customs statistics show that the export value of China's generator units in 2021 was 4.36 billion US dollars, an increase of 42.0 percent over the same period last year, and 9.809 million units were exported for the whole year, an increase of 21.3 percent over the same period last year. In the domestic market, driven by 5G construction, new infrastructure of the data center, the "Belt and Road Initiative" project and high-end manufacturing demand, the market demand continues to shift to high-power units, and the transaction volume of a single project is getting larger and large. and tilted to enterprises with advantages in financial strength and technological capabilities, the industry concentration has been further enhanced.