Xinjiang Communications Construction (SZ:002941) Jin Rong Jie·2025-08-11 02:17Core Viewpoint - The Xinjiang concept stocks are gaining momentum due to concentrated policy benefits and significant infrastructure investments, with Xinjiang's GDP growing by 5.7% year-on-year in the first half of 2025, alongside a 13% increase in fixed asset investment and a 7.5% rise in retail sales, indicating enhanced economic vitality [1] Company Analysis - Xinjiang Communications Construction (Xinjiang Jiao Jian) is a leading player in the transportation infrastructure sector in Xinjiang, showing strong technical performance and bullish market characteristics recently [1] - The stock price has broken through key resistance levels of 12.55 yuan and 12.31 yuan, indicating an upward trend [1] - The stock closed at 13.81 yuan on August 8, above the 60-day moving average, suggesting a strengthening medium-term trend [1] Volume and Trading Activity - On August 8, Xinjiang Jiao Jian's trading volume reached 443 million yuan, a 2.3-fold increase from the previous day, with a turnover rate of 5.06%, marking a three-month high and indicating heightened market interest [2] - The average trading cost of the stock is 11.83 yuan, with a strong concentration of shares in the 13.00-13.50 yuan range, providing short-term support [2] Technical Indicators - The MACD shows a bullish pattern with the DIF at 0.80 and DEA at 0.57, indicating strong upward momentum [2] - The 14-day RSI is approximately 79.7, indicating an overbought condition, which may lead to potential pullback pressure [3] - The KDJ indicator shows K at 80.22, D at 66.87, and J at 106.92, also indicating an overbought state, suggesting that while upward momentum is strong, a correction may be imminent [3] Market Context - The surge in Xinjiang concept stocks is attributed to a combination of policy dividends, economic recovery, and geopolitical changes, with long-term investment value dependent on the progress of the "Belt and Road" initiative and local industrial upgrades [3]