异动解读｜中国建材盘中下跌5.01%，上半年由盈转亏叠加水泥行业量价齐跌持续承压

行情直击07-28 10:07

7月28日，中国建材盘中下跌5.01%，报3.6港元，成交额6724.28万港元，较6月高点累计跌幅已超四成。

消息面上，公司此前公告预计上半年归母净亏损约8.9亿元，去年同期盈利13.6亿元，同比由盈转亏。虽然新材料板块盈利增长，但公司持股比例较低，未能抵消持股比例较高的基础建材板块大幅下滑。行业层面，上半年全国水泥产量仅7.36亿吨，同比下滑8%，为十七年来同期最低；P.O42.5散装均价334元/吨，同比大跌14%，行业陷入"量价齐跌"困局，预计全行业亏损20至30亿元，亏损面约60%。基本面压力下股价持续走弱。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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