Huatai Securities: Suggest paying attention to investment opportunities in the Xinjiang sector.

Huatai Securities research report believes that recently, the State Railway Group established a new railway company with a registered capital of 95 billion yuan, with the construction of the new railway in Tibet expected to have a total investment of 200-500 billion yuan. The construction of the section from Hotan to the provincial border has started the bidding process for earth and stone works in May 2025, marking a steady progress in the project. Huatai Securities believes that Xinjiang has a prominent strategic position under the advantages of energy, resources, and geopolitics, with policies highly valuing regional development. With the development of industries and major infrastructure projects in the region, it is expected to accelerate development. In the short term, the 70th anniversary of the autonomous region's founding may continue to be one of the important catalysts in the market. It is recommended to pay attention to investment opportunities in the Xinjiang sector.