In 2025, why did the "Xinjiang sector" become the focus of the capital market?

With the deepening of the national "Belt and Road" strategy and the establishment of the Xinjiang Free Trade Pilot Zone, Xinjiang is ushering in unprecedented development opportunities. In 2025, policy dividends continue to be released, and industries such as infrastructure, energy, agriculture, and new energy are accelerating their upgrading. The Xinjiang sector is expected to become the next "golden track" of A-shares. Here are some reasons for being optimistic about the Xinjiang sector:

Why is the Xinjiang sector worth paying attention to in 2025?

Policy dividends continue to increase

The construction of Xinjiang Free Trade Pilot Zone has accelerated, and opening up opportunities in the fields of trade, logistics, finance and other fields have been ushered in.

The status of the core area of the "Belt and Road" has been strengthened, and China-Europe freight trains and cross-border trade have brought about a huge incremental market.

Outstanding resource endowment

Xinjiang is an important base for my country's energy (oil, natural gas, coal) and mineral resources (lithium, silicon, rare earths), and the new energy industry chain (photovoltaics, wind power) has great development potential.

Agricultural resources are abundant, and specialty agricultural products such as cotton, tomato, forestry and fruit industries are globally competitive.

Infrastructure investment accelerates

In 2025, Xinjiang's transportation, water conservancy, electricity and other infrastructure projects will be implemented intensively, driving the performance growth of related enterprises.

Improve geostrategic value

Central Asia cooperation has deepened, Xinjiang, as a hub connecting Europe and Asia, has accelerated its construction of cross-border economic cooperation zones and port economic belts.

Through long-term market observation, 6 potential stocks in the "Xinjiang sector" have been selected here (you can collect and study it yourself)

1. West my()

Core themes: dairy products, animal husbandry, agricultural product processing

Company highlights: Xinjiang's largest modern animal husbandry enterprise has a full industrial chain layout, covering dairy breeding, dairy processing and sales. Benefiting from Xinjiang's characteristic agricultural products branding strategy and consumption upgrading trend.

2025 Catalysis: Xinjiang's cold chain logistics infrastructure is improved, promoting the growth of dairy exports, and the integration of state-owned assets may introduce strategic investors to improve production capacity efficiency, explore the Central Asian market, and further release export potential.

2. Western Regions ly()

Core themes: cultural and tourism development, scenic spot operation, cross-border tourism

Company highlights: Xinjiang's tourism leader, operating 5A-level scenic spots such as Tianshan Tianchi and Kanas, and possessing scarce natural tourism resources.

Catalysis 2025: The Belt and Road Cultural and Tourism Cooperation is deepened, cross-border tourism routes (such as the China-Jijibouti Railway) bring an increase in passenger flow, Xinjiang Free Trade Pilot Zone policies promote duty-free shopping and the construction of international tourism islands, and low-altitude economic pilot projects may expand new business formats such as scenic spot helicopter sightseeing.

3. Tianshan gf()

Core themes: cement building materials, green and low-carbon, state-owned enterprise reform

Company highlights: China Building Materials' leading cement industry in Xinjiang has a market share of over 40%, and its regional pricing power is significant.

2025 Catalysis: Xinjiang infrastructure investment accelerates, cement demand is expected to grow by 15% , photovoltaic cement kiln coordinated disposal of solid waste technology improves ESG rating, and may be included in the scope of China Building Materials' new material asset integration.

4. Xinjiang hj()

Core themes: urban gas, hydrogen energy, Central Asia trade

Company highlights: Gas suppliers in Kashgar are planning photovoltaic hydrogen production projects.

2025 Catalysis: The construction of China-Jiji-Ukraine pipelines brings cross-border natural gas trade opportunities, policy support for the Southern Xinjiang Hydrogen Energy Industry Demonstration Zone, and Kashgar Economic Development Zone expands capacity to increase industrial gas demand.

5. Bayi gt()

Core themes: special steel, military supporting facilities, low-carbon metallurgy

Company highlights: Baowu Group's Xinjiang base has the leading market share of wind power steel and oil and gas pipeline steel.

2025 Catalysis: The construction of Central Asia's oil and gas pipelines drives high-end pipeline steel orders, and the hydrogen-based vertical furnace low-carbon steelmaking project will be put into production in 2025, which may benefit from the integration of new energy metal resources of central enterprises in Xinjiang.

6. Xinjiang jj ()

Core themes: infrastructure projects, Belt and Road Initiative, PPP projects

Company highlights: Xinjiang's highway construction market share exceeds 35%, and it participates in the China-Pakistan Economic Corridor transportation project.

2025 Catalysis: Major projects such as the expansion of G7 Beijing-Xinjiang Expressway have entered the settlement period, and the Tajikistan-Xinjiang highway project is expected to be implemented.

New signing of new contracts for supporting infrastructure at the Xinjiang Free Trade Zone ports has increased.

The above are only teaching cases and are for learning and communication only. They do not constitute investment advice and are not used as the basis for investment decisions. The risks are borne by yourself. The stock market is risky, so you should invest with caution!