本季度信息
海螺材料科技（股票代码：02560）发布的2026年上半年财报显示，报告期内，公司实现营收12.07亿元，同比增长11.65%。经调整净利润0.40亿元，同比下降23.23%。同期毛利约2.01亿元，毛利率为16.64%，比上年同期下降约3个百分点。公司经营活动产生的现金流量净额约为1.23亿元，同比增幅为55.21%。销售及管理费用在报告期内略有增长，主要受人员薪酬等因素推动；研发投入达2,369万元，占营收比率稳中有升。
业务分项
报告期内，水泥外加剂及过程中间体实现收入5.39亿元，同比微降2.08%，主要系受上半年国内水泥产量下滑和市场竞争加剧影响。混凝土外加剂及过程中间体收入6.16亿元，同比增长16.82%，主要得益于市场份额稳步提升以及产品价格随原材料成本波动而上调。其他业务收入0.51亿元，同比大幅增长1,788.51%，主要源于表面活性剂等新产品投放市场带来的增量。由于规模不断扩大、品类拓展丰富，公司在一定程度上分散了单一领域需求承压的挑战，并为后续业绩的进一步增长奠定了基础。
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