Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002302.SZ
SellChina West Construction Group Co., Ltd · Basic Materials · China · $888M · Avg Vol: $7M/d
COMPANY DESCRIPTION
China West Construction Group Co., Ltd. is the largest professional manufacturer of ready-mix concrete in China, supplying major infrastructure, commercial, and residential projects. As a subsidiary of China State Construction Engineering Corporation (CSCEC), the company enjoys a powerful competitive moat through guaranteed internal demand, nationwide production layouts, and advanced concrete technology. It is a dominant market leader in the highly fragmented building materials sector.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 24.9B | 22.9B | 20.3B | 18.1B | -10.1% | 16.3B |
| EPS (CNY) | 0.42 | 0.49 | -0.23 | -0.59 | 16.9% | -0.68 |
| Shares | 1.3B | 1.3B | 1.3B | 1.3B | 0.0% | 1.3B |
| Debt | 3.9B | 3.8B | 3.4B | 3.1B | -7.1% | 3.1B |
| Equity | 9.7B | 9.9B | 9.5B | 8.6B | -4.2% | — |
| Op CF | 338.7M | 328.9M | 538.4M | -539.5M | 26.1% | 114.9M |
| Inv CF | -182.6M | -348.7M | -301.0M | -75.8M | — | — |
| Fin CF | -841.6M | -656.2M | -813.8M | -691.4M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002302.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002302.SZ | China West Construction Group Co., Ltd(you) | $888M | 30 | Sell |
| 300715.SZ | Jiangsu Canlon Building Materials Co., Ltd. | $799M | 27 | Sell |
| 600819.SS | Shanghai Yaohua Pilkington Glass Group Co., Ltd. | $801M | 24 | Sell |
| 000012.SZ | CSG Holding Co., Ltd. | $1.7B | 33 | Sell |
| 2009.HK | BBMG Corporation | $838M | 45 | Hold |
| 0695.HK | Dongwu Cement International Limited | $573M | 22 | Sell |
| 002392.SZ | Beijing Lier High-temperature Materials Co.,Ltd. | $1.4B | 41 | Hold |
| 601636.SS | Zhuzhou Kibing Group Co.,Ltd | $2.5B | 28 | Sell |
| 2450.HK | Huaibei GreenGold Industry Investment Co., Ltd. | $448M | 42 | Hold |
| 001212.SZ | Sinostone(Guangdong) Co.,Ltd. | $981M | 5 | Strong Sell |
Peer medians: ROE 6.1% · P/E 31.1x · Gross margin 17.4%