Core Viewpoint - Urumqi, as the capital of Xinjiang Uygur Autonomous Region, is a strategic hub for the "Belt and Road" initiative and is focusing on building a modern industrial system through the "Industrial Strong City" strategy, emphasizing advanced manufacturing, modern services, and urban agriculture [1][4][15]. Group 1: Economic Performance - Urumqi's GDP for 2024 is projected to reach 450.216 billion yuan, with a year-on-year growth of 5.3%, surpassing the national average [4][5]. - The primary industry is expected to achieve an added value of 32.47 billion yuan, growing by 6.6%; the secondary industry is projected to reach 1,327.33 billion yuan, with a growth of 10.8%; and the tertiary industry is anticipated to add 3,142.36 billion yuan, growing by 3.3% [5][7]. Group 2: Industrial Development - Urumqi is implementing the "5+2" modern industrial system, focusing on energy and chemical, equipment manufacturing, new materials, biomedicine, and electronic information, along with emerging industries like new energy and environmental protection [15][17]. - The city has seen a significant increase in industrial investment, with 138 industrial projects attracting a total investment of 105.66 billion yuan, marking a 25.8% increase year-on-year [7][9]. Group 3: New Quality Productive Forces - The concept of "New Quality Productive Forces" emphasizes innovation-driven development, characterized by high-tech, high-efficiency, and high-quality production, aligning with the new development philosophy [2][3][11]. - Urumqi is actively responding to national strategies by implementing policies that encourage the development of modern agriculture, green energy, and cultural tourism, among others [11][12]. Group 4: Policy Framework - The Urumqi government has introduced several policies to support the growth of new industries, including financial incentives for high-tech enterprises and measures to promote the development of industrial parks [11][12]. - The "Western Region Encouraged Industry Directory" has added 57 new encouraged industry items for Xinjiang, covering modern agriculture, green energy, and textile industries, providing strong policy support for regional industrial upgrades [11][12]. Group 5: Future Trends - Urumqi is focusing on high-end manufacturing and new material clusters, aiming to create three trillion-level advanced manufacturing clusters by 2025 [28][29]. - The city is also building a future industry ecosystem driven by "three new" initiatives, including commercial aerospace and low-altitude economy [30]. - Urumqi is committed to a green low-carbon transformation, with plans to increase the share of new energy installations to over 50% by 2025 [31].

证券代码：002941 证券简称：新疆交建 公告编号：2025-030 新疆交通建设集团股份有限公司 2024 年度股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 2.本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况： 1.会议召开时间： （1）现场会议时间:2025年5月28日（星期三）北京时间15：00 （2）网络投票时间:2025年5月28日，其中，通过深圳证券交易所交易系统 进行网络投票的具体时间为:2025年5月28日上午9:15分至9:25，上午9:30分至 11:30，下午13:00至15:00；通过深圳证券交易所互联网投票的具体时间为:2025 年5月28日上午9:15分至下午15:00期间的任意时间。 2.会议召开地点：新疆乌鲁木齐市高新技术产业开发区（新市区）乌昌路辅 道840号新疆交通建设集团股份有限公司科研楼三楼会议室。 3.会议召开方式：本次股东会采用现场投票与网络投票相结合的方式。 特别提示： 1.本次股东会未出现否决提案的情形。 4.会议召集人：公司董事会。 5.会议主持人： ...

国浩律师(乌鲁木齐)事务所 国浩律师(乌鲁木齐)事务所 关于新疆交通建设集团股份有限公司 二 0 二四年度股东会 法律意见书 國浩律師事務所 GRANDALL LAW FIRM 北京 ・上海 ・深圳 ・ 广州 ・ 昆明 ・天津 ・ 成都 ・ 宁波・福州・ 西安 ・ 南京 ・ 南宁 ・ 济南 ・ 重庆 · 苏州 · 长沙 · 太原 · 武汉 · 贵阳 · 乌鲁木齐 · 香港 · 硅谷 新疆乌鲁木齐经济技术开发区云台山街 499 号盛达广场 15 层 邮编：830000 电话 (+86)(991) 3070688 传真: (+86)(991)3070288 网址:http://www.grandall.com.cn 一、本次年度股东会的召集、召开程序 1、公司董事会于 2024年4月24日分别在《证券时报》和深圳证券交易所 网站上刊登了《新疆交通建设集团股份有限公司关于召开 2024年度股东会的通 知》公告,上述公告载明了本次年度股东会的会议召集人、召开时间、投票方式、 现场会议召开的日期、时间和地点、参加网络投票的操作流程、会议审议事项、 会议出席对象、会议登记办法及其他事项等内容。 2、公司本次年度股东会采取 ...

Group 1: Company Overview and Governance - The company has a total of 44,505 shareholders as of May 20, 2025 [4] - In 2024, the company completed the re-election of the board of directors and the supervisory board, along with the appointment of senior management [3] - The company has not yet implemented an equity incentive plan but has established a market value management system [3] Group 2: Financial Performance - In 2024, the company's operating income was 6.863 billion yuan, a decrease of 15.19% year-on-year [7] - The construction industry remains the primary revenue source, contributing 6.564 billion yuan, accounting for 95.64% of total revenue, down 14.65% [7] - Trade business revenue was 148 million yuan, down 45.06%, while surveying and design services saw a revenue increase of 12.84% to 120 million yuan [7] Group 3: Market Position and Strategy - The company generated 6.105 billion yuan in revenue from within Xinjiang, accounting for 88.95%, a decrease of 15.75% [6] - The company aims to reduce regional market dependency by diversifying its business layout, including sectors like new energy and logistics [5] - Future strategies include focusing on the "Ten Major Industrial Clusters" and "Ten Networks" construction in Xinjiang [9] Group 4: Innovation and Technology - The company invested 16.7186 million yuan in R&D in 2024, a 4.91% increase, with 33 new research projects initiated [11] - The company emphasizes technological innovation, including the development of intelligent construction technologies [2] Group 5: Environmental and Social Responsibility - The company is committed to green construction and environmental protection, implementing measures to control waste and promote energy-saving practices [7] - The company has established a comprehensive environmental management system to monitor and reduce construction-related impacts [7] Group 6: Future Outlook - The company anticipates benefiting from the Xinjiang region's infrastructure investment policies, with planned investments of 80 billion yuan in 2025, a 13.5% increase from 2024 [9] - The company plans to expand its international business, particularly in Central Asia, leveraging its position along the Silk Road Economic Belt [10]

Investment Rating - The report maintains a positive outlook on the investment potential in Xinjiang, indicating a "Look Favorably" rating for the region's industrial chain, particularly in construction [2]. Core Insights - Xinjiang's unique regional advantages and strategic position are highlighted, serving as a crucial land passage connecting China with Central Asia, South Asia, West Asia, and Europe [3][12]. - The central government has outlined a blueprint for Xinjiang's development, emphasizing the construction of "ten major industrial clusters" to enhance economic growth and resource utilization [4][15]. - Xinjiang's fiscal stability is noted, with comprehensive financial resources increasing from 582.73 billion yuan in 2021 to 687.71 billion yuan in 2023, supported by significant central government subsidies [20][22]. - The report anticipates a robust growth trajectory for fixed asset investment in Xinjiang, projecting a scale of 2.09 to 2.48 trillion yuan by 2030, with infrastructure investments estimated between 732.8 billion and 991.8 billion yuan [29][32]. Summary by Sections 1. Strategic Importance and Development Potential - Xinjiang's geographical location is pivotal for national connectivity and economic integration, with significant strategic implications for national development [12][15]. - The region is set to accelerate the formation of a modern industrial system supported by eight major industrial clusters, evolving into ten by 2024 [4][15]. 2. Fiscal Stability and Investment Growth - The financial structure of Xinjiang's government is stable, with a year-on-year increase in comprehensive financial resources and a notable rise in central government subsidies [20][22]. - Fixed asset investment in Xinjiang is projected to grow at a compound annual growth rate (CAGR) of 10.1% from 2019 to 2024, indicating a strong investment environment [20][29]. 3. Modern Industrial Clusters and Key Projects - Xinjiang is actively promoting key project investments, with total investment in major projects expected to rise from 1.68 trillion yuan in 2020 to 3.7 trillion yuan by 2024, reflecting a CAGR of 21.8% [35][39]. - The region's focus on infrastructure and industrial cluster development is expected to yield significant economic benefits, with major projects like the "Fourth Channel for Power Transmission" and the Hami Energy Integration Innovation Base set to commence [39][42].

Group 1 - The People's Bank of China emphasizes the implementation of a moderately loose monetary policy to meet the financing needs of the real economy and support key areas such as technological innovation and consumption [2] - The Ministry of Finance reports that from January to April, the national general public budget revenue reached 80,616 billion yuan, a year-on-year decrease of 0.4%, with the decline narrowing by 0.7 percentage points compared to the first quarter [3] - In April, tax revenue increased by 1.9% year-on-year, marking the first month of positive growth this year, while the total tax revenue from January to April was 65,556 billion yuan, down 2.1% year-on-year [4] Group 2 - The Ministry of Finance announces that the securities transaction stamp duty for January to April was 53.5 billion yuan, a year-on-year increase of 57.8% [5] - The National Energy Administration reports that the total electricity consumption in April was 7,721 billion kilowatt-hours, a year-on-year increase of 4.7% [6] - The National Development and Reform Commission states that most policies aimed at stabilizing employment and the economy are expected to be implemented by the end of June [8] Group 3 - The National Development and Reform Commission highlights the need to address "involution" competition that distorts market mechanisms and disrupts fair competition [9] - The China Automobile Industry Association reports that the top ten car manufacturers sold 2.502 million vehicles from January to April, accounting for 68.7% of total car sales [10] - A joint document from the Central Cyberspace Affairs Commission, the National Development and Reform Commission, and the Ministry of Industry and Information Technology outlines goals for IPv6 deployment by 2025, including reaching 850 million active users [11] Group 4 - Various companies are making significant moves, such as Zhaoyi Innovation planning to issue H-shares and list on the Hong Kong Stock Exchange, and several companies announcing share repurchase plans [13] - The Ministry of Finance reports that the total assets and loan growth rates of state-owned banks have slightly declined compared to 2024, but remain relatively high [14] - Zhongtai Securities discusses the logic behind the recent rise in bank stocks, indicating a strong rationale for continued investment in this sector [15]

特别提示： ? 本次权益变动属于持股5%以上股东新疆特变电工集团有限公司（以下 简称"特变电工集团公司"）实施前期已披露的股份减持计划。特变电工集团公 司在2025年4月2日至2025年5月19日期间通过大宗交易方式减持公司股份，累计 权益变动比例为0.71%，持股比例从10.23%减持至9.52%，触及5%的整数倍。 ? 本次权益变动前，特变电工集团公司持有新疆交通建设集团股份有限公 司（以下简称"公司"）股份65,984,201股，占公司总股本的10.23%；本次权益变 动后，特变电工集团公司持有公司股份61,434,201股,占公司总股本的9.52%。本 次权益变动后，特变电工集团公司仍为持有公司5%以上股份的股东。 证券代码：002941 证券简称：新疆交建 公告编号：2025-029 新疆交通建设集团股份有限公司 关于持股 5%以上股东权益变动后持股比例触及 5%整数倍的提示性公告 持股5%以上的股东新疆特变电工集团有限公司保证向本公司提供的信息真实、 准确和完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 ...

新疆交通建设集团股份有限公司 简式权益变动报告书 信息披露义务人声明 本声明所述的词语或简称与本报告书"释义"部分所定义的词语或简称 具有相同的含义。 新疆交通建设集团股份有限公司 简式权益变动报告书 上市公司名称：新疆交通建设集团股份有限公司 股票上市地点：深圳证券交易所 股票简称：新疆交建 股票代码：002941 信息披露义务人名称：新疆特变电工集团有限公司 住所：新疆乌鲁木齐高新技术产业开发区（新市区）高新街 230 号 通讯地址：新疆乌鲁木齐高新技术产业开发区（新市区）高新街 230 号 股份变动性质：股份减少 签署日期：二〇二五年五月 1 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理 办 法》《公开发行证券的公司信息披露内容与格式准则第 15 号─权益变动报 告书》 及相关法律、法规和规范性文件编写本权益变动报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定， 本 报告书已全面披露信息披露义务人在新疆交建中拥有权益的股份变动情况。 ...

关于持股 5%以上股东权益变动后持股比例触及 5%整数倍的提示性公告 持股5%以上的股东新疆特变电工集团有限公司保证向本公司提供的信息真实、 准确和完整，没有虚假记载、误导性陈述或重大遗漏。 本次权益变动前，特变电工集团公司持有新疆交通建设集团股份有限公 司（以下简称"公司"）股份65,984,201股，占公司总股本的10.23%；本次权益变 动后，特变电工集团公司持有公司股份61,434,201股,占公司总股本的9.52%。本 次权益变动后，特变电工集团公司仍为持有公司5%以上股份的股东。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 本次权益变动不会导致公司的控股股东、实际控制人发生变化。 特别提示： 本次权益变动属于持股5%以上股东新疆特变电工集团有限公司（以下 简称"特变电工集团公司"）实施前期已披露的股份减持计划。特变电工集团公 司在2025年4月2日至2025年5月19日期间通过大宗交易方式减持公司股份，累计 权益变动比例为0.71%，持股比例从10.23%减持至9.52%，触及5%的整数倍。 证券代码：002941 证券简称：新疆交建 公告编号 ...

Group 1: Financial Support and Economic Policies - The People's Bank of China emphasizes the implementation of a moderately loose monetary policy to meet the financing needs of the real economy and maintain reasonable growth in financial totals [2] - The meeting highlighted the need to support key areas such as technological innovation, consumption, small and micro enterprises, and stabilizing foreign trade [2] - The National Development and Reform Commission plans to implement most employment and economic stabilization policies by the end of June [8] Group 2: Fiscal Revenue and Taxation - From January to April, the national general public budget revenue reached 80,616 billion yuan, a year-on-year decrease of 0.4%, with the decline narrowing by 0.7 percentage points compared to the first quarter [3] - In April, tax revenue increased by 1.9% year-on-year, marking the first month of positive growth this year [4] - The securities transaction stamp duty for January to April was 53.5 billion yuan, a year-on-year increase of 57.8% [5] Group 3: Energy Consumption - In April, the total electricity consumption reached 7,721 billion kilowatt-hours, a year-on-year increase of 4.7% [6] - From January to April, total electricity consumption was 31,566 billion kilowatt-hours, with a year-on-year growth of 3.1% [6] Group 4: Automotive Industry - In the first four months, the top ten car manufacturers sold 2.502 million vehicles, accounting for 68.7% of total car sales [11] - Among these manufacturers, BYD, Geely, SAIC-GM-Wuling, and FAW saw varying degrees of sales growth compared to the same period last year [11] Group 5: IPv6 Deployment - The Central Cyberspace Affairs Commission, National Development and Reform Commission, and Ministry of Industry and Information Technology aim to establish a leading global IPv6 technology and application system by the end of 2025 [12] - The target includes reaching 850 million active IPv6 users and 1.1 billion IoT IPv6 connections [12]