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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.