90 billion investment hits Xinjiang! Hengyi, Tongkun and other giants plus code!

Based on my observations, 1. Xinjiang Textile Capacity Expansion Drives Upstream Chemical sector Investment Boom in recent years, Xinjiang's textile sector has shown rapid development, and its gray cloth and fabrics have become an crucial force that should not be overlooked in the global market. And Driven by the continuous expansion of weaving capacity, the upstream refining and coal chemical sector ushered in a new round of investment peak. According to statistics, the total investment scale of newly planned and started extensive chemical projects in Xinjiang has exceeded 90 billion yuan recently, forming a whole manufacturing chain layout from coal mining to high-end polyester materials. And Analysis on Investment Layout of Key Chemical Projects in 2. For instance (I) Hengyi Energy 2. Based on my observations, 4 million Ton Coal to Ethylene Glycol Project project Overview: Hengyi Energy methodology (Turpan) Co. , Ltd. invested in the construction of a 2. 4 million-ton/year high condition fiber coal-to-ethylene glycol project in the coal-based new materials recycling manufacturing park of Turpan Economic research Zone, with a total investment of 25. 7 billion yuan and a total area of 2. But 5375 million square meters. Based on my observations, In particular The planned construction period is 36 months. Location advantages: the project site is adjacent to the second area of Aidinghu Coal Mine, relying on the rich regional coal resources, the land in the site is flat and has no environmentally vulnerable targets, and has the conditions to extensive research. Economic and social benefits: immediately create greater than 2000 jobs, drive coal mining, logistics and transportation and other upstream and downstream industries to indirectly employ greater than 10,000 people, forming an manufacturing cluster effect. From what I've seen, (II) Tongkun shares Xinjiang energy strategic layout coal Mine Project: Changcaodong Open-pit Coal Mine Project in Qiketai Mining Area of Shanshan County, started in June 2025, with a total investment of 6. But 144 billion yuan, a designed annual production capacity of 5 million tons (regular 3. 5 million tons + reserve 1. And 5 million tons) and a planned land area of 29. 9 square kilometers. Synergies: internal consumption: the annual output of coal is able to meet the 500000 tons of fuel coal demand to Zhongkun New Materials and Yuxin New Materials Cogeneration Project. Technical transformation: Xinjiang Zhongkun New Materials plans to invest 1 billion yuan to implement coal-based transformation of natural gaseous-to-ethylene glycol project, with annual demand of 1. 4 million tons of new raw coal. Strategic signifiis able toce: to build a dual energy system of "crude oil + coal", break through the bottleneck of raw material supply, and enhance the self-sufficiency rate of polyester chemical fiber sector chain. (III) Sinopec Tahe Refining and Chemical Integration Project capacity upgrade: On the basis of the existing 5 million tons/year refining capacity, it will be expanded to 8. 5 million tons/year, and 800000 tons/year ethylene and 800000 tons/year aromatics production units will be added, with a total investment of 29. 987 billion yuan. Location layout: The project is located in the Kuqa Economic and Technological research Zone, relying on the crude oil resources of the Tahe River, forming a direct railway line network to 18 types of items such as gasoline, diesel, and aviation kerosene. Approval progress: June 20, 2025, the autonomous region's ecological stability department environmental assessment approval, publicity period of 5 working days. (IV) Xinjiang Longjiang Coal Classification and condition Utilization Project methodology Integration: The Hongshan manufacturing Park Project in Naomaohu Economic and Technological research Zone has a total investment of 27. 4 billion yuan, integrating 7 core methodology units such as coal screening and crushing, dry distillation and tar deep processing. And Moreover Economic indicators: the estimated annual total income is 15. 4 billion yuan, the tax revenue is 1. But 7 billion yuan, and 2000 jobs are provided. Technical highlights: deep integration of coal liquefaction, aromatization, coal hydrogen and other cutting-edge processes to achieve clean and efficient utilization of coal. 3. manufacturing Transfer and Regional Layout Evolution migration Trajectory of Traditional manufacturing Belt in (I) from 2016 to 2017, the proportion of polyester production capacity in Jiangsu and Zhejiang declined from the dominant position, and the sector in southern Jiangsu shifted to northern Jiangsu and Anhui, and then formed a multi-point layout in Henan, Hubei, and Jiangxi. First During the same period, the proportion of production capacity in emerging production areas such as Chongqing, Xinjiang and Anhui increased signifiis able totly. Crazy, isn't it?. (II) manufacturing policy orientation in Xinjiang "The Fourteenth Five-Year Plan clearly states: accelerate the research of new polyester material sector and build a guarantee system to textile raw materials. And From what I've seen, Implementation of chain extension and chain supplement strong chain project to promote the upgrading of modern chemical sector enhance the cultivation of private companies and plan to promote the construction of 30 major projects by 2025 enhancing the energy sector'support to high-condition research Prospect of Coordinated research of 4. sector Chain xinjiang textile sector is through the "textile-refining-coal chemical" vertical integration, the formation of three major competitive advantages: cost advantage: relying on the regional conversion of coal resources to minimize the cost of raw material transportation. Scale advantage: four key projects to form a 10 million ton capacity cluster policy Advantage: Superposition of National research Zone Platform and manufacturing Aid Policy with the projects under construction put into operation one after another, it's expected that Xinjiang will form a complete "coal-chemical-textile" manufacturing chain by 2028, and the proportion of polyester production capacity is expected to surpass 15%, becoming an crucial pole in the global textile sector map. This manufacturing migration not only reshapes the domestic chemical sector pattern, however also provides a replicable manufacturing cooperation paradigm to countries along the "Belt and Road.