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，据财联社报道，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。
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