Group 1 - The A-share market experienced a collective pullback on September 26, with the military industry showing signs of stabilization after a significant adjustment in early September. The aerospace ETF (159227) rose by 1.06%, surpassing the 20-day moving average, with a trading volume of 62.53 million yuan, leading its category. Key stocks such as Aerospace Technology surged over 7% [1] - The military industry is heavily influenced by five-year plans, which significantly impact operational and market expectations. The execution of the "14th Five-Year" plan is entering a critical phase for capability integration and delivery, with order demand expected to accelerate [1] - Dongfang Securities anticipates sustained growth in equipment demand over the long term. The gradual implementation of the "15th Five-Year" plan is expected to present new development opportunities for China's military industry, driving technological innovation, equipment upgrades, and optimization of the industrial structure across the entire military supply chain [1] Group 2 - The aerospace ETF (159227) closely tracks the National Aerospace Index, focusing on core military aerospace sectors. It has a high concentration, with the Shenwan first-level military industry accounting for 97.96%, making it the highest "military purity" index in the market. The weight of aerospace equipment in its constituent stocks is 65.4%, significantly surpassing the China Securities Military and National Defense indices [2] - As the largest aerospace and national defense ETF product in the market, this ETF serves as an efficient tool for investing in leading military stocks [2]

Core Points - The "14th Five-Year Plan" period will see an average of over 10 million new business entities established annually [1] - The government is focusing on optimizing the entrepreneurial policy environment and promoting a four-pronged approach to entrepreneurship: training, services, incubation, and activities [1] - A systematic policy framework for employment prioritization has been established, including fiscal incentives, tax reductions, and financial support [1] Group 1 - The average annual balance of guaranteed loans for entrepreneurship during the "14th Five-Year Plan" period is projected to be 300 billion [1] - The average annual expenditure on employment subsidies is expected to exceed 100 billion [1] - The government is implementing a "one-stop" approach for personal entrepreneurship and organizing various innovation and entrepreneurship competitions [1] Group 2 - The policy tools for supporting employment and entrepreneurship are becoming more abundant and targeted [1] - The government is promoting models that integrate technology achievements, industrial development, vocational skills, and public needs with entrepreneurship [1] - The initiative aims to create a vibrant entrepreneurial landscape with diverse opportunities [1]

新华社快讯：人力资源社会保障部部长王晓萍9月26日在国新办举行的"高质量完成'十四五'规划"系列 主题新闻发布会上介绍，"十四五"期间，我国累计支出就业补助资金超过4700亿元，发放稳岗返还资金 超过1300亿元。经过各方共同努力，就业局势保持总体稳定，就业结构持续优化，就业质量稳步提升。 截至8月底，城镇新增就业累计达到5921万人，超额完成5500万人的目标任务。 ...

Core Insights - The Chinese broadcasting and network audiovisual industry has seen significant growth during the "14th Five-Year Plan" period, with over 1 billion users in both television and online audiovisual sectors [1][2] - The total revenue of the national broadcasting and audiovisual service industry is projected to reach 1.49 trillion yuan in 2024, representing a 61.96% increase compared to the end of the "13th Five-Year Plan" [1] Group 1 - The production and distribution of television dramas (including online dramas) exceeded 1,500, while animated films surpassed 3,500, and documentaries totaled over 350,000 hours during the "14th Five-Year Plan" [1] - The State Administration of Radio and Television has implemented measures to simplify television service fees and operations, achieving significant results in user experience [1] - The industry has seen a flourishing of creative production, with a variety of high-quality works emerging, contributing to a positive trend of continuous quality content [1] Group 2 - The administration is addressing industry pain points by promoting collaborative broadcasting and purchasing, as well as adjusting management policies for drama series to provide more creative space [2]

Group 1 - The article emphasizes the importance of political supervision in ensuring the implementation of the "14th Five-Year Plan" and the central government's major decisions [5][15][17] - The Hebei Provincial Commission for Discipline Inspection and Supervision is actively monitoring the construction projects in the Beijing Daxing International Airport Economic Zone to mitigate corruption risks [3][6] - A focus on the comprehensive utilization of saline-alkali land is highlighted, with significant progress reported in high-standard farmland construction and crop yields [6][12] Group 2 - The article discusses the collaborative efforts between Hebei and neighboring regions to enhance the supervision of major projects, particularly in the Xiong'an New Area [8][9] - The establishment of a detailed supervision checklist with 54 specific tasks is aimed at improving the effectiveness of political supervision in regional coordinated development [9][10] - Continuous monitoring and evaluation of the political ecology are essential for maintaining a clean governance environment, which is crucial for the successful implementation of the "14th Five-Year Plan" [11][12][13]

"十四五"期间，职业院校围绕国家战略调整专业结构，新增专业点1.2万个，其中50%为工程、技术类专 业。同时，围绕产业升级完善层次结构，新增63所职业本科学校，52所普通高校开设了职业本科专业。 9月23日，国新办举行"高质量完成'十四五'规划"系列主题新闻发布会，介绍"十四五"时期加快建设教育 强国进展成效。教育部部长怀进鹏介绍，"十四五"时期，学前教育毛入学率达到92%、高等教育累计向 社会输送5500万人才……规划所确立的各项目标任务已全面高质量完成。 "羲和号"升空探日、"地壳一号"挺进地球深处、全球首座第四代核电站商运投产……高校在一系列国家 重大工程中作出了重大贡献。据了解，"十四五"期间，75%以上的国家自然科学奖和技术发明奖、超过 50%的国家科技进步奖来自高校。 "'十四五'期间，高等教育累计向社会输送5500万人才，相当于许多发达国家的人口总量。"怀进鹏介 绍，其中，"双一流"建设高校培养了全国超50%的硕士、80%的博士，承担了90%以上的国家急需高层 次人才培养专项任务，涌现出一批"挑大梁"的优秀人才。 大国工匠、高技能人才是国家战略人才的重要组成部分。教育部副部长熊四皓指出，目前我国 ...

Group 1 - The market is currently experiencing significant structural trends, with active performance in the technology sector and increased volatility in the military industry, leading to notable market divergence [1] - Based on the completion of the "14th Five-Year Plan" and expectations for the "15th Five-Year Plan," the military industry, particularly upstream targets, is expected to benefit from order catalysts [1] - In August, the military trade expectations led to downstream manufacturers reflecting long-term market value, but upstream orders showed weak performance in Q2 and Q3, resulting in weaker stock performance [1] Group 2 - There is potential for upward movement in orders from the perspective of the "14th Five-Year Plan" completion, combined with new demand from the "15th Five-Year Plan," which may benefit upstream targets [1] - The company will continue to focus on upstream targets that have order and performance support, with relatively reasonable valuations, as these stocks are expected to experience valuation shifts with the anticipated rise in orders [1]

Group 1 - The core viewpoint of the news is that the education sector has successfully achieved the goals set in the "14th Five-Year Plan" with high quality [1] - The education system in China has become the largest and highest quality, with a gross enrollment rate in preschool education reaching 92% and over 12 million children benefiting from the free policy for the final year of preschool [1] - The basic education level in China has reached the average level of high-income countries, and higher education has entered a stage of widespread recognition globally [1] Group 2 - During the "14th Five-Year Plan" period, higher education has contributed to the supply of 55 million talents to society, while vocational education has provided over 70% of the newly added high-quality skilled talents for modern industries [2] - The Ministry of Education has regularly updated the list of urgently needed disciplines and majors, with an adjustment ratio exceeding 20% since 2023 [2] - Significant original achievements have been made in fields such as life sciences, quantum technology, and artificial intelligence, contributing to the resilience of the economy [2]

国家消防救援局局长周天介绍，"十四五"期间，全国新建城市消防站3538个，总数达到1.15万个， 较"十三五"同期增长44%；新建政府专职消防队6692个，新招录政府专职消防员11.4万人，总人数达 25.5万人。 中国地震局局长王昆介绍，我国已建成全球最大规模地震预警系统，秒级预警覆盖重点危险地区90%以 上。预警系统投入使用以来，发布4级以上地震预警359次，为防震避险、应急处置争取了宝贵时间。 记者还从发布会上了解到，"十四五"时期，我国应急抢险救灾物资保障体系不断健全。中央储备较"十 三五"末增长了39.6%，基本实现省市县应急物资储备库全覆盖。 新华社北京9月24日电（记者黄韬铭、张晓洁）应急管理部部长王祥喜24日在国新办举行的"高质量完 成'十四五'规划"系列主题新闻发布会上介绍，"十四五"时期，我国应急支撑保障更加有力。通过修订法 律法规和完善各类专项预案，安全生产的强制性标准占比提升到90%。 据介绍，"十四五"时期我国应急管理治理模式向事前预防转型。通过实施提高自然灾害防治能力九项重 点工程，开展安全生产治本攻坚三年行动，事前预防更加严密。 "以电动自行车火灾事故为例，进行专项整治以后，伤亡 ...

Core Points - The Ministry of Emergency Management has reported that during the "14th Five-Year Plan" period, China's emergency support and guarantee capabilities have significantly strengthened, with mandatory safety production standards increasing to 90% [1] - The governance model for emergency management is shifting towards proactive prevention, with nine key projects aimed at enhancing natural disaster prevention capabilities and a three-year action plan for addressing safety production issues [1] - Following special rectification efforts for electric bicycle fire incidents, casualties have decreased by 86% compared to before the measures were implemented [1] - China has established the world's largest earthquake early warning system, covering over 90% of key hazardous areas, and has issued 359 earthquake warnings of magnitude 4 or above since its implementation [1] - The emergency rescue and disaster relief material guarantee system has been continuously improved, with central reserves increasing by 39.6% compared to the end of the "13th Five-Year Plan," achieving full coverage of emergency material reserves at provincial, municipal, and county levels [1] - During the "14th Five-Year Plan" period, 3,538 new urban fire stations have been built, bringing the total to 11,500, a 44% increase compared to the "13th Five-Year Plan" period; additionally, 6,692 new government professional fire brigades have been established, with 114,000 new professional firefighters recruited, totaling 255,000 [1]