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“断气”威胁加剧,印度民众疯抢电磁炉
财联社· 2026-03-13 07:10
Core Viewpoint - The article highlights the surge in demand for electric cookers in India due to fears of potential gas shortages stemming from the Middle East conflict, leading to rapid depletion of inventory both online and offline [3][4][5]. Group 1: Market Dynamics - As the world's second-largest liquefied petroleum gas (LPG) importer, India has initiated emergency measures to secure household gas supplies, while commercial users like restaurants face gas shortages [4]. - Consumers are proactively purchasing electric cooking appliances, with significant increases in sales reported across various platforms [5][6]. - Amazon India reported a more than 30-fold increase in electric cooker sales, while TTK Prestige noted a threefold increase in demand for electric cookers, prompting the company to ramp up production capacity from 70% to 100% [8][10]. Group 2: Supply Chain and Production - TTK Prestige plans to increase electric cooker prices in Q2 to offset rising costs, with electric cooker sales contributing approximately 10% to the company's projected revenue of ₹25.3 billion (approximately $274.52 million) for FY 2024-25 [8]. - Manufacturers are considering airlifting components from countries like China to meet the surging demand, although this may introduce supply risks due to reliance on imported parts [10][11][12]. - The ongoing Middle East conflict has disrupted shipping routes, increasing energy transport costs and tightening oil and gas supplies in the region [13]. Group 3: Consumer Behavior and Trends - Google Trends data indicates that searches for electric cookers in India peaked on March 12, reflecting heightened consumer interest [9]. - Some restaurant chains are incorporating electric cookers into their emergency plans, indicating a broader shift in consumer behavior towards alternative cooking methods amid supply uncertainties [9].