本期信息
海螺材料科技(02560)公布了截至2026年6月30日止6个月的财务数据。期内，公司实现营业收入12.07亿元，同比增长11.65%。经调整净利润为0.40亿元，同比下降23.23%。毛利约2.01亿元，相比去年同期减少5.57%，毛利率为16.64%，较去年同期下降3.03个百分点。经营活动所得现金净额为1.23亿元，相比上年同期增加约55%。
从成本结构来看，销售及分销成本同比增长15.92%，管理费用同比增长1.85%，研发投入达0.24亿元，占收入比重同比有所上升，为3.61%。
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，同比下降2.08%，主要因水泥需求有所放缓，同时客户合同定价下调所致。混凝土外加剂及过程中间体实现收入6.16亿元，同比增长16.82%，因基建和核心区域市场需求稳健。新推出的其他类产品在报告期内实现收入0.51亿元，较去年同期增长近17.89倍，主要得益于公司在精细化工领域的新产品发力。
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