（文章来源：证券日报） 证券日报网讯 2月3日，徕木股份在互动平台回答投资者提问时表示，以铜材为代表的关键金属原材料 价格持续突破历史高点，推高了公司的生产成本。针对产品成本要素上涨，公司正重新与客户协商上调 产品销售价格，目前部分产品价格已和客户达成上调共识。面对外部环境的挑战，公司将在持续巩固汽 车与新能源连接器核心业务的同时，充分发挥公司在汽车连接器领域的技术领先优势，一方面着力扩大 现有产品在智能汽车、热管理系统等领域的市场占有率，一方面力推新项目加速转量产上规模。 ...

Group 1 - The core viewpoint of the article is that Limin Co., Ltd. (002734) announced a price increase for its sulfur and sulfur-containing products starting from January 30, 2026, with an adjustment range of 5% to 10% [1] - The company provided information on product pricing through various platforms, including the "Zhongnong Lihua (603970) raw material price index" and "Baichuan Yinfeng" [1] - The company's public account has recently published the price adjustment details for its products [1]

格隆汇2月3日丨徕木股份(603633.SH)在投资者互动平台表示，以铜材为代表的关键金属原材料价格持 续突破历史高点，推高了公司的生产成本。针对产品成本要素上涨，公司正重新与客户协商上调产品销 售价格，目前部分产品价格已和客户达成上调共识。面对外部环境的挑战，公司将在持续巩固汽车与新 能源连接器核心业务的同时，充分发挥公司在汽车连接器领域的技术领先优势，一方面着力扩大现有产 品在智能汽车、热管理系统等领域的市场占有率，一方面力推新项目加速转量产上规模。 ...

格隆汇2月3日丨徕木股份(603633.SH)在投资者互动平台表示，以铜材为代表的关键金属原材料价格持 续突破历史高点，推高了公司的生产成本。针对产品成本要素上涨，公司正重新与客户协商上调产品销 售价格，目前部分产品价格已和客户达成上调共识。面对外部环境的挑战，公司将在持续巩固汽车与新 能源连接器核心业务的同时，充分发挥公司在汽车连接器领域的技术领先优势，一方面着力扩大现有产 品在智能汽车、热管理系统等领域的市场占有率，一方面力推新项目加速转量产上规模。 ...

Core Viewpoint - Fuyao Glass (03606) shares rose over 4%, reaching a historical high of 79.45 HKD, driven by positive operational updates and earnings forecasts from UBS [1] Group 1: Operational Performance - Domestic factory capacity utilization reached approximately 87% this quarter, an increase of about 2 percentage points year-on-year and 3 percentage points quarter-on-quarter [1] - The capacity utilization of the first phase of the U.S. factory remains at a high level of around 80% [1] - The second phase of the U.S. factory is progressing well, with expected capacity utilization to reach about 40% in the second half of the year [1] Group 2: Cost and Profitability - Transportation costs in the third quarter have significantly decreased year-on-year, which will help improve profit margins [1] - UBS raised the company's earnings forecast for this year through 2030 by up to 13%, reflecting faster-than-expected new capacity increases and price adjustments in the U.S. market [1] Group 3: Pricing and Market Trends - The average selling price of automotive glass is expected to continue rising, driven by increased adoption of functional products in the domestic market, such as all-glass roofs, coated glass, and smart glass [1] - The contribution of high-value products is increasing with the realization of electric vehicle orders in the European market [1] - In the U.S. aftermarket, product prices have been raised to pass on most of the tariff increases, with the average selling price of products supplied from U.S. local factories increasing by 3% to 5% year-to-date [1]