Core Viewpoint - The establishment of Xinjiang-Tibet Railway Co., Ltd. is expected to significantly promote the construction and related business activities of the Xinjiang-Tibet Railway, which is a crucial transportation route connecting Xinjiang and Tibet [1][5]. Company Overview - Xinjiang-Tibet Railway Co., Ltd. has a registered capital of 95 billion RMB and is wholly owned by China National Railway Group Co., Ltd. [1][6]. - The company's business scope includes construction engineering, railway transportation equipment manufacturing, public railway transport, catering services, real estate development, and engineering management services [2]. Market Reaction - Following the announcement of the company's establishment, stocks in the Xinjiang sector surged, with companies like Xinjiang Jiaojian and Beixin Road & Bridge hitting the daily limit [3][9]. - On the same day, the A-share market experienced a slight decline overall, but local Xinjiang stocks performed strongly [8][9]. Project Significance - The Xinjiang-Tibet Railway, which includes the Riyue Railway and Lari Railway, spans approximately 2,000 kilometers and is expected to enhance economic, cultural, and tourism exchanges between Xinjiang and Tibet [5]. - The railway's construction is anticipated to face significant challenges due to its high altitude and complex geological conditions, which will require advanced construction capabilities [10]. Stakeholder Information - Ma Yinjun, the legal representative of Xinjiang-Tibet Railway Co., Ltd., is also the deputy general manager of Qinghai-Tibet Railway Group Co., Ltd. [5]. - China National Railway Group Co., Ltd. is a state-owned enterprise with a registered capital of 1.7395 trillion RMB, authorized by the State Council [7].

Core Viewpoint - The article highlights the active performance of stocks related to the Yarlung Tsangpo River Hydropower Station, with significant gains observed in several companies, including a record-setting performance by Awai New Materials with ten consecutive trading days of hitting the upper limit of price increases [1][19]. Group 1: Market Performance - On July 22, the A-share market showed mixed results, with the Shanghai Composite Index down by 0.15%, while the Shenzhen Component and ChiNext Index rose by 0.22% and 0.59%, respectively [2]. - The market focus remained on concepts such as the Yarlung Tsangpo River Hydropower Station, optical modules, and major infrastructure projects in the western region, while financial sectors like banking and insurance faced declines [2][14]. Group 2: Yarlung Tsangpo River Hydropower Station Stocks - On July 22, stocks related to the Yarlung Tsangpo River Hydropower Station continued to be active, with nearly 20 stocks hitting the daily limit up [6]. - The investment amount for the Yarlung Tsangpo River Hydropower Station is projected to reach 1.2 trillion yuan, significantly higher than other major projects like the Three Gorges Project and the Hong Kong-Zhuhai-Macao Bridge [8]. Group 3: Company Highlights - China Power Construction Corporation's stock reached a limit up, with a price of 6.15 yuan per share, resulting in a total market capitalization of 105.94 billion yuan [8]. - The company reported a new contract amount of 686.699 billion yuan for the first half of 2025, marking a year-on-year increase of 5.83%, with the energy and power sector contracts increasing by 12.27% [9]. Group 4: Optical Module Sector - The optical module sector saw a rise, with stocks like Fuxin Technology hitting the daily limit up, and other companies like Taicheng Light and Yuanjie Technology increasing by over 10% [10]. Group 5: Banking Sector Performance - The banking sector continued to decline, with all 42 bank stocks showing negative performance, including Xiamen Bank dropping over 4% [15]. - Major brokerage stocks also faced downturns, with Huayin Securities falling over 5% and Zhongyin Securities down more than 3% [17][18]. Group 6: Awai New Materials - Awai New Materials opened with a 19.15% increase, reaching a price of 47.85 yuan per share, and subsequently hit the daily limit up, achieving ten consecutive days of limit up, setting a new record in the A-share market [20].