中国银河（601881）证券指出，家电面临成本驱动的提价，以及部分结构性升级。本轮成本上涨周期与 2020Q3-2022Q2连续8个季度的成本大幅上涨差异。空调提价坚决，该行预计2025年Q4是空调市场竞 争、成本压力最大的时期。2026年以来的提价将明显缓解行业成本压力。 消息面上，据智通财经报道，奥克斯电气此前发布《关于2026年价格调整的通知》称，因自2025年初以 来主要原材料价格大幅上涨(其中铜价涨40%，铝价涨20%，制冷剂涨80%)，公司采购成本激增，经营 承压。为保障产品品质与稳定供应，自2026年3月1日起，AUX中央空调全系产品价格上调6%-10%，2 月28日前开单的订单仍按原价执行。 奥克斯电器(02580)盘中涨超4%，截至发稿，涨4.36%，报12.22港元，成交额2824.46万港元。 ...

智通财经APP获悉，奥克斯电器(02580)盘中涨超4%，截至发稿，涨4.36%，报12.22港元，成交额 2824.46万港元。 消息面上，据智通财经报道，奥克斯电气此前发布《关于2026年价格调整的通知》称，因自2025年初以 来主要原材料价格大幅上涨(其中铜价涨40%，铝价涨20%，制冷剂涨80%)，公司采购成本激增，经营 承压。为保障产品品质与稳定供应，自2026年3月1日起，AUX中央空调全系产品价格上调6%-10%，2 月28日前开单的订单仍按原价执行。 中国银河证券指出，家电面临成本驱动的提价，以及部分结构性升级。本轮成本上涨周期与2020Q3- 2022Q2连续8个季度的成本大幅上涨差异。空调提价坚决，该行预计2025年Q4是空调市场竞争、成本压 力最大的时期。2026年以来的提价将明显缓解行业成本压力。 ...

今年以来，空调行业涨价声不断。 "企业将面临多重考验，一边是灼热的成本压力，另一边是激烈的市场竞争与消费升级的挑战。这也将 有力推动中国家电行业告别粗放的规模增长旧模式，加速迈向以核心技术、运营效率和品牌价值为核心 的高质量发展新阶段。"中国家用电器商业协会秘书长张剑锋在接受《证券日报》记者采访时表示。 实际上，从家电行业长期发展来看，简单的涨价并非万能之策。在消费市场增长趋缓、需求相对饱和的 背景下，价格上涨可能抑制部分需求，尤其是对价格敏感的大众市场。这意味着行业正面临一场严峻 的"压力测试"：如何让市场和消费者接受上涨的价格？ 张剑锋认为，企业应加快技术突围，通过提升产品能效、开发更环保低碳的替代制冷技术、优化系统设 计以减少材料依赖或采用新型替代材料，来创造差异化价值；开展效率革命，利用工业互联网、智能制 造优化生产流程、降低损耗、压缩运营成本，从内部挖掘利润空间；加速品牌升级，推动产品结构向高 端化、场景化、智能化调整，提升品牌溢价能力。 中国电子视像行业协会秘书长董敏表示："此次家电行业的成本飙升，实际上是一次强制性的'挤水 分'和'促升级'过程，将迫使所有企业脱离拼价格的舒适区，真正思考如何创造 ...

Group 1 - U.S. stock indices fell over 1.2%, with AMD and Qualcomm dropping more than 8%, while the Chinese concept index rose by 0.9% [1] - Bitcoin dropped below $65,000 [1] - Silver prices plummeted by 19.5%, and gold fell by 4% [1] - U.S. crude oil futures closed down over 2.8%, at $63.29 per barrel [1] - UBS and Goldman Sachs warned about volatility and liquidity issues in the silver market [1] - HP and Dell are reportedly researching the use of mainland China's memory chips [1] - South Korean stocks fell by 3.86%, with foreign investors recording a record high net sell-off [1] - JPMorgan stated that strong demand from central banks could push gold prices to $6,300 per ounce by the end of 2026 [1] - In January, the number of layoffs by Challenger companies in the U.S. rose to 108,000, the highest for the same period since 2009 [1] - Nvidia delayed the release of new gaming chips due to a shortage of memory chips [1] - Amazon's stock dropped by 11% after hours, with expected annual capital expenditures of approximately $200 billion [1] Group 2 - Meituan plans to acquire Dingdong for $717 million [2] - Multiple foreign institutions continue to increase their investment willingness in China [2] - China Telecom and China Unicom have initiated trial commercial use of Beidou SMS [2] - AUX announced a price increase of 6%-10% for all central air conditioning products starting March 1 [2] - Hong Kong Stock Exchange reported that the amount raised from IPOs in January was HKD 39.3 billion, a year-on-year increase of 555% [2] - The silicon industry association indicated that the silicon wafer market is expected to remain stable due to adjustments in battery production and expectations of declining silicon prices [2] - NIO expects adjusted operating profit to be between 700 million and 1.2 billion yuan in Q4 2025 [2] - The Bank of England maintained its current policy as expected [2] - Muyuan Foods saw a 1.9% increase in dark trading, earning HKD 74 per lot [2] - Dazhu CNC experienced a 21.71% increase in dark trading, earning HKD 2,080 per lot [2] Group 3 - Hong Kong stocks of Zhuozheng Medical, Dazhu CNC, and Muyuan Foods were listed [3] - Significant accumulation of Tencent shares occurred, with southbound funds net buying a total of HKD 11 billion over four consecutive days [3] - Announcement highlights include Revotek planning a 1 billion yuan investment in a synthetic biology manufacturing project in Xinjiang, and GCL-Poly has not yet received relevant orders in the "space photovoltaic" sector [3] - In A-shares, Beiliang's major shareholder Ma Xuejun is under investigation by the CSRC for alleged market manipulation [3]

E 0 רוחחון וו ווער רו ב רחב ב 【 XJ 4/1 | T M | H | 1-17/ 财联社记者获悉，奥克斯电气近日发布《关于2026年价格调整的通知》称，因自2025年初以来主要原材料价格大幅上涨（其中铜价涨40%，铝价涨 20%，制冷剂涨80%）， 公司采购成本激增，经营承压。为保障产品品质与稳定供应，自2026年3月1日起，AUX中央空调全系产品价格上调 6%-10% ，2月28日前开单的订单仍按原价执行。 夏筱) 下载财联社APP获取更多资讯 准确 快速 权威 专业 期货市场情报 有色金属 有色·铜 制冷剂 7x24h电报 头条新闻 VIP资讯 实时盯盘 长按右侧二维码阅读原文 准确 快速 权威 专业 C■ ○ 财联社·上海报业集团主管主办 为速度和交易而生 机构和私募都在使用 ...