Group 1 - The Xinjiang sector is experiencing significant activity, with multiple companies seeing consecutive stock price increases due to market interest in the new Xinjiang-Tibet railway project [1] - Companies such as Bayi Steel, Beixin Road and Bridge, and Xinjiang Communications Construction have reported stock price surges [1] - Several listed companies have confirmed they are not participating in the Xinjiang-Tibet railway construction project, including Xinjiang Communications Construction, Tiens Holdings, and Century Ruili [1]

Core Viewpoint - The establishment of the new Xinjiang Railway Company with a registered capital of 95 billion yuan signifies the steady progress of the Xinjiang railway project, which is expected to involve total investments ranging from 200 billion to 500 billion yuan [1] Investment Opportunities - The construction of the railway from Hotan to the provincial border has commenced with earthwork bidding starting in May 2025, indicating a significant advancement in infrastructure development [1] - The strategic position of Xinjiang is highlighted due to its energy, resource, and geopolitical advantages, which are expected to attract heightened policy attention and regional development [1] - The upcoming 70th anniversary of the establishment of the autonomous region may serve as a catalyst for market interest, suggesting potential investment opportunities in the Xinjiang sector [1]