智通财经APP获悉,华润建材科技(01313)盘中跌超3%,截至发稿,跌2.55%,报1.53港元,成交额2991.37万港元。
消息面上,华润建材科技发盈警,预期2024年公司拥有人应占盈利同比减少大约62%至72%,主要由于2024年集团非水泥及混凝土业务的毛利率较2023年下降;2023年处置附属公司取得一次性收益人民币1.636亿元;2024年取得减值亏损。
值得注意的是,据百年建筑网调研,春节后广东珠三角地区水泥市场偏弱运行,初八复工以来,广州、中山、珠海等多地包装水泥价格下跌20-25元/吨,部分品牌散装水泥价格同样跟进回落,水泥价格较节前有所下滑。据悉,公司水泥产能主要布局在两广地区。
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