7月13日，中国建材盘中下跌5.46%，报3.98港元/股，成交额2.18亿港元。该股延续6月下旬以来的持续回调走势，自6月中旬高点6.38港元已累计回落超37%，获利盘兑现压力仍在释放。
消息面上，7月为水泥传统需求淡季，机构此前指出终端需求走弱制约水泥提价，预计短期水泥价格延续震荡趋弱态势。同日建筑材料板块内部分化，海螺水泥跌2.02%、华润建材科技跌1.94%，中国建材跌幅明显大于板块整体。尽管公司旗下电子布业务受益于AI算力需求仍处高景气，但水泥主业淡季承压及前期涨幅过大引发的估值回归形成共振，短期调整压力尚未充分释放。
（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。）
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