According to the CITIC Securities Research Report, the valuation repair potential of central construction enterprises has recently received market attention. Considering the sustainability of domestic infrastructure development, superimposed overseas infrastructure demand ushered in an inflection point, the overall infrastructure demand boom is on the rise, and central enterprises are expected to maintain steady growth in revenue and performance due to capital advantage plus the trend of project enlargement. On the policy side, catalyzed by factors such as looser financing for housing-related enterprises and the SASAC and the Securities Regulatory Commission paying more attention to market value, valuations are expected to be improved, and the allocation value of construction central enterprises at the bottom of the valuation is already highlighted.