Research Report on the Comprehensive Industrial Analysis and Investment Planning for Xinjiang, China from 2025 to 2030 1

I. Panoramic Perspective on the Macro-Environment of Xinjiang's Development: Synergistic Driving Forces of Policy, Politics, Economy, and International Trade

(I) Policy Environment: Multi-dimensional Policy System Empowering Industrial Upgrading and Openness

1. Superposition Effect of National Strategies and Local Policies
The industrial development in Xinjiang, China, is undergoing a profound superposition of national strategies and local policies, forming a policy synergy system led by the opening-up of free trade zones, centered on energy transformation, and supported by industrial support. This system yields significant direct incentives and indirect driving effects, particularly accelerating the rise of strategic industries such as new energy and new materials.

2. Two-way Empowerment of Opening-up Policies in Free Trade Zones
At the national level, the "Overall Plan for the China (Xinjiang) Pilot Free Trade Zone" clearly positions it as a "demonstration model for promoting high-quality development in the central and western regions" and an "important hub for the dual circulation," proposing 25 measures covering areas such as trade and investment liberalization and facilitation, financial openness, and digital economy development. At the local level, the autonomous region has delegated 26 powers to the free trade zone, covering areas such as overseas investment cooperation and cultural tourism services. The Urumqi, Kashgar, and Horgos sections have received 20, 6, and 17 permissions respectively, further releasing reform autonomy.

3. Industrial Chain Driving Effect of Energy Transformation Policies
The country has positioned Xinjiang as a "national strategic base for energy resources," supporting the construction of the northern Tianshan New Energy Base (with a total capacity of 10 million kilowatts) and the southern Taklimakan Desert Base, as well as strengthening power consumption capacity through the "power transmission from Xinjiang" corridors (including the completed Hami South-Zhengzhou and Zhundong-Wannan UHV projects, and the approved Hami-Chongqing project). At the local level, the "Implementation Plan for Carbon Peak in the Industrial Sector of the Xinjiang Uygur Autonomous Region" proposes optimizing the industrial structure, transforming energy use patterns, and promoting green industrial transformation.

(II) Political Environment: Stable Governance and International Mutual Trust Laying a Solid Foundation for Development

1. Enhancement of Social Stability and Governance Efficacy
Social stability is the foundational guarantee for attracting investment and promoting industrial development in Xinjiang. By constructing a safe and reliable development environment, it effectively reduces investment risks and creates favorable conditions for the implementation of key industrial projects such as new energy and composite materials.

2. International Political Mutual Trust and Deepening of Belt and Road Cooperation
The continuous enhancement of international political mutual trust has laid a solid foundation for Xinjiang to expand its trade cooperation space. As the core area of the Silk Road Economic Belt, Xinjiang has continuously strengthened political mutual trust with neighboring countries by improving intergovernmental cooperation mechanisms, deepening sister-city networks, and strengthening high-level exchanges. Based on its sister-city network and geographical advantages, Xinjiang's composite materials industry has significant export potential.

(III) Economic Environment: High Growth and Industrial Clusters Activating Development Momentum

1. Current Situation and Trend Analysis of Economic Growth
In recent years, Xinjiang's economy has shown a positive trend of steady progress and structural optimization. In 2024, Xinjiang's GDP exceeded 2 trillion yuan, representing a year-on-year increase of 6.1%. In the first quarter of 2025, the growth momentum continued, with a regional GDP of 472.909 billion yuan, a year-on-year increase of 5.6% at constant prices, 0.2 percentage points higher than the national average. In terms of industrial structure, the three industries have developed synergistically, all showing growth.

2. Development Pattern and Potential of the "Eight Major Industrial Clusters"
Based on its resource endowments and industrial foundations, Xinjiang has focused on building "eight major industrial clusters" including oil and gas production and processing, coal, coal power, and coal chemical industries, green mining, grain and oil, cotton and textile and garment, green organic fruits and vegetables, high-quality livestock products, and new energy and new materials, forming a modern industrial system with coordinated development of traditional advantageous industries, emerging industries, and traditional upgraded industries. In 2022, these clusters achieved an added value of 894 billion yuan, accounting for more than half of the region's GDP. In 2023, their development further accelerated, becoming the core driving force for regional economic growth.

(IV) International Trade Environment: Opening Platforms and Market Diversification Enhancing Global Connectivity

1. Expansion of Trade Scale and Optimization of Trade Structure
In recent years, Xinjiang's foreign trade has shown a positive trend of continuous expansion in scale, continuous optimization of structure, and diversified market expansion, forming a significant driving effect on industrial development from the three dimensions of "scale-structure-market."

In terms of trade scale, Xinjiang's total foreign trade volume has achieved rapid growth.

In terms of trade structure optimization, the proportion of general trade has increased significantly, reflecting the enhanced competitiveness of Xinjiang's export products.

2. Vitality of Opening Platform and Trade Entities
Xinjiang has significantly improved trade efficiency by constructing a multi-tiered opening platform system, while the vitality of private enterprises as trade entities has continued to be released, jointly promoting high-quality development of regional foreign trade. In terms of opening platform construction, Xinjiang has formed a three-dimensional opening pattern including 4 comprehensive bonded zones, 4 cross-border e-commerce comprehensive pilot zones, 29 overseas warehouses (port warehouses), 6 national-level economic and technological development zones, and 5 border (cross-border) economic cooperation zones.

II. Driving Effect of Key Industries and In-depth Analysis of the Composite Materials Industrial Chain

(I) Radiation and Driving Effect of Key Industries on Xinjiang's Economy

1. New Energy Industry: Demand-driven and Industrial Chain Linkage
With its rich resource endowments and national strategic support, Xinjiang's new energy industry has formed a large-scale development trend, effectively driving the upgrading of the composite materials industry through a "demand-driven-technological synergy" mechanism and linking the equipment manufacturing and power transmission sectors to build an integrated "energy-materials-equipment" industrial chain.

From the perspective of demand foundation, the continuous expansion of Xinjiang's new energy industry scale provides core driving force for industrial chain extension.

In the field of composite materials, the demand from the new energy industry drives technological breakthroughs and capacity expansion of high-performance materials
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