西部建设(002302) - 2022年6月1日投资者关系活动记录表

Group 1: Economic Impact and Market Conditions - The 2022 economic growth target is set at 5.5%, with infrastructure investment expected to provide support for building materials demand [1] - The real estate industry is stabilizing after a downturn, influenced by government policies aimed at maintaining housing stability [1] - By 2030, China's urbanization rate is projected to reach 70%, presenting significant growth opportunities [1] Group 2: Strategic Partnerships and Collaborations - The company plans to expedite the non-public issuance of shares to introduce strategic investor Conch Cement, with approval from the CSRC expected soon [2] - Collaboration with Conch Cement will focus on resource integration across various sectors, including raw material supply, logistics, and technology [2][3] - Specific areas of cooperation include joint investment in concrete mixing stations and the establishment of a joint venture for sand and gravel business [3] Group 3: Business Development and Market Expansion - The company aims to enhance its concrete and additive business as part of its industry chain strategy, focusing on high-value products and international expansion [4] - In 2021, the company added 15 new concrete mixing stations, increasing its market presence in key strategic areas [5] - The company has established a strong production supply capability across 26 provinces and overseas markets, positioning itself as a leader in the pre-mixed concrete industry [5] Group 4: Financial Management and Pricing Strategy - The company employs a public bidding process for raw material procurement, adjusting cement prices based on market conditions [5] - The average cement price in 2022 has decreased compared to 2021, positively impacting the company's profit margins [5] - The pricing mechanism for sales is based on cost-plus pricing, competitor benchmarking, and market dynamics [5] Group 5: Accounts Receivable and Cash Flow Management - The increase in accounts receivable in Q1 2022 is attributed to the company's large business scale and seasonal collection patterns [6] - The company aims to improve cash flow management by enhancing the entire process of accounts receivable control [6] - A new equity incentive plan is being developed to motivate core personnel and improve operational efficiency [6]