港股异动 | 华润建材科技(01313)绩后跌超4% 三季度水泥销量降幅略小于行业 水泥主业仍然承压

智通财经
Oct 27

智通财经APP获悉,华润建材科技(01313)绩后跌超4%,截至发稿,跌4.49%,报1.7港元,成交额3175.08万港元。

消息面上,10月24日,华润建材科技发布截至2025年9月30日止九个月业绩,营业额150.7亿元(人民币,下同),同比下降4.5%;公司拥有人应占盈利3.31亿元,同比增长7.3%;每股基本盈利0.047元。

中金发布研报称,华润建材科技25Q3业绩基本符合该行预期。从主营业务上看,3Q25公司水泥熟料总销量同比-5.3%至1412万吨,行业水泥合计产量同比-6.6%,其销量跌幅略小于同行。3Q25公司水泥熟料吨均价同比-32元至205元;吨成本同比-32元至173元;吨毛利达32元同比基本持平于低位,淡季需求疲弱叠加供需矛盾边际增加,水泥主业仍然承压。

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