智通财经APP获悉，水泥股继续走低，截至发稿，中国建材(03323)跌7.64%，报4.47港元；华润建材科技(01313)跌4.96%，报1.15港元；华新建材(06655)跌4.57%，报13.77港元；海螺水泥(00914)跌1.09%，报18.13港元。
消息面上，2026年一季度水泥行业陷入“量价齐跌、利润全面承压”困局。18家A股及港股主要水泥上市公司Q1合计归母净利润亏损约14.52亿元，其中12家亏损、仅6家盈利。海螺水泥、华新建材两家公司净利润合计超过21亿元，其余企业几乎全员承压。
银河证券发布研报称，5 月份高温、降雨天气提前出现，水泥市场需求不足；全国熟料线停窑率略低于 4 月份，水泥熟料供应压力释放，库存小幅回升；部分区域试探性推涨，但涨价落地情况不及预期，5 月水泥价格继续走弱。后续来看，6 月在煤炭成本高位支撑下，企业仍会尝试推涨，但终端需求走弱将制约水泥提价，预计短期水泥价格延续震荡趋弱态势。
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