Gelonghui August 1 (Bank of China Securities Research report) pointed out that in the first half of the year, the obvious downward mixed prices in the areas covered by the Western Construction (002302.SZ) put pressure on the company's performance, but the company has more concerns, and its profitability is expected to rise steadily. Maintain the company's buy rating. The company is the only commercial platform under China Construction Group, and the commercial concrete provided to China Construction Group accounts for a low proportion of the total commercial concrete it needs, and there is still much room for improvement. Recently, the Ministry of Urban Village Reconstruction and the Ministry of Housing and Construction have issued favorable policies to stabilize the construction industry and real estate, which is expected to promote the stable and healthy development of the real estate market; the backlog of infrastructure projects is also expected to start in the second half of the year, further boosting demand for businessmen. In addition, the company introduced Anhui Conch Cement as a strategic investor, bilateral cooperation will enable the company to reduce raw material procurement costs and help the company to expand the market. The company continues to promote the regional strategy, the expansion of the new regional business scale is expected to play a scale effect, and further enhance profitability.