港股异动 | 华润建材科技(01313)涨超10% 一季度水泥销量逆势增长 骨料业绩贡献比例提升
华润建材科技(01313)涨超10%，截至发稿，涨9.68%，报1.36港元，成交额2763万港元。
消息面上，华润建材科技公布2024年第一季度业绩，营业额约47.88亿元，同比减少5.6%；公司拥有人应占亏损2887.4万元，同比收窄3.69%。期间的综合毛利率为13.8%，同比上升1.8个百分点。主要由于期间内骨料销量同比上升所致。
中金研报指出，1Q24公司水泥熟料总销量约1303 万吨，同比增加5.2%，在1Q行业需求整体下行的背景下（中南地区水泥产量同比-11.8%），公司水泥熟料销量逆势提升。此外，骨料和混凝土业务产销快速增长，业绩贡献比例提升。
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