6月26日，海螺水泥盘中下跌3.06%，报16.78港元/股，成交额5839.84万港元。建筑材料板块整体走弱，中国建材跌9.56%、西部水泥跌5.63%、华新建材跌3.87%、华润建材科技跌1.94%。
行业层面，水泥供需矛盾持续加剧，5月全国水泥产量同比下滑8%，二季度水泥价格指数同比下行约15%，企业盈利承压明显。公司一季度营收170.66亿元，同比下降10.45%，归母净利润14.68亿元，同比下降18.98%。尽管公司已启动6至10亿元A股回购计划并提升分红比例至55.29%，但短期行业景气度仍未见拐点，板块资金持续流出拖累股价表现。
（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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