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新疆西藏之外,还有哪些重点区域值得关注?

Investment Rating - The industry investment rating is "Positive" and maintained [9] Core Insights - Recent acceleration in major infrastructure projects in Tibet and Xinjiang has drawn market attention, with additional key regions identified for potential investment opportunities [2][6] - The report highlights the strategic importance of regions such as Chongqing, Sichuan, and Shaanxi in the context of national development and infrastructure investment [7][11] Summary by Relevant Sections Chongqing - Chongqing is positioned as a significant strategic hub in the western development initiative, benefiting from the Chengdu-Chongqing economic circle and major projects like the Three Gorges Waterway New Channel with a static total investment of approximately 76.6 billion [7] - The region's construction potential is bolstered by the release of project lists exceeding 70 billion for the new land-sea channel [7] Sichuan - Sichuan is recognized as a national strategic hinterland, with plans for four major projects totaling 736 billion in investment over the next five years [11] - The province's highway network is projected to reach about 20,000 kilometers by 2035, indicating sustained construction demand [11] Shaanxi - Shaanxi has a higher proportion of infrastructure investment compared to the national average, with significant projects underway, including the completion of 600 provincial key projects with an investment of approximately 260.8 billion in the first half of 2025 [11] - The region is expected to benefit from the strategic hinterland development, with ongoing advancements in transportation and energy sectors [11]