新华社成都8月6日电题：夯实国家能源"大动脉"——四川电网骨干工程建设一线扫描 新华社记者卢宥伊 八月初的川西高原，阳光从云层中倾泻而下，在海拔3600多米的四川省阿坝藏族羌族自治州理县米亚罗镇的山顶反射出一层耀眼的白光。 在这里，阿坝—成都东1000千伏特高压交流工程1标段的首批塔基，正迎来杆塔组立前的"大考"。质量监督检查人员正一步步丈量地脚螺栓的露出 高度，反复核验施工日志和材料质检报告，一个尺寸误差也不容放过。 阿坝—成都东1000千伏特高压交流工程建设现场，施工人员正在复核塔腿间距离。新华社记者卢宥伊 摄 记者脚下这片塔基平台，坡度超过30度。施工队硬是在陡峭山坡上"削"出了一个15米深的地基坑，弃土通过1582米长的索道运送下山，才换来如 今这一块块沉稳扎实的混凝土结构。 金上—湖北±800千伏特高压直流输电工程，是国家"西电东送"战略的重要枢纽工程，将金沙江上游丰富的水电及新能源资源高效送往华中地区， 建成后将为中部地区提升绿色电力占比提供关键支撑。 帮果换流站创下了世界上海拔最高±800千伏换流站纪录，承载着清洁能源从川藏高原腹地奔涌向东的使命。项目投产后，预计每年可向华中地区 输送400亿千 ...

Core Viewpoint - The defense and military industry sector is experiencing sustained high interest, driven by geopolitical events and military parades, leading to significant stock price increases and historical highs for several companies [1] Group 1: Market Performance - The military sector has shown strong performance, with companies like Changcheng Military and Beifang Changlong hitting historical highs, and other firms like Kesi Technology and Aileda also seeing substantial gains [1] - Historical data indicates that military indices generally outperform the CSI 300 during military parade events, except for the poor performance in 2018 [1] Group 2: Structural Opportunities - The military sector is currently in a "triple benefit" phase, characterized by policy support from accelerated state-owned enterprise restructuring, steady growth in military spending providing order support, and an upcoming new development cycle as the "14th Five-Year Plan" concludes [1] - The improvement in military stock performance is not merely driven by short-term sentiment but is increasingly supported by fundamental factors and policy initiatives [1] Group 3: Earnings Expectations - Core military companies are expected to see significant earnings improvements, with Aerospace Science and Technology's profits soaring by 1628% to 2.315 billion and Gaode Infrared's net profit increasing by 734% to 957 million in the first half of the year [2] - Anticipated catalysts, particularly order announcements, are expected to continue delivering positive results into 2025 [2] Group 4: Global Military Trade - The global military trade market is projected to grow, with a 19.37% year-on-year increase in the global military trade index in 2022, indicating a rapid development phase for military trade [2] Group 5: Long-term Growth Potential - The defense budget is steadily increasing, with significant room for growth compared to some developed countries, and the military industry is expected to see substantial improvements as demand recovers and capacity structures optimize [3] - The long-term goals set for 2035 and 2050 provide clear guidance for industry development, with a focus on new domains such as large aircraft, low-altitude economy, commercial aerospace, drones, and robotic dogs [3]

Group 1 - The "14th Five-Year Plan" period marks significant progress in China's economic and social development, achieving historical accomplishments and breakthroughs [2][5][48] - The plan emphasizes high-quality development as the main theme for the current and future periods, focusing on innovation and technological self-reliance as strategic supports for national development [22][23][48] - Major infrastructure projects, such as the Yarlung Tsangpo River hydropower project and the Sichuan-Tibet Railway, are underway, showcasing China's commitment to national development and modernization [3][5] Group 2 - The "14th Five-Year Plan" has led to the establishment of the world's largest education, social security, and healthcare systems, with significant improvements in public welfare [9][39][44] - Employment remains a top priority, with over 12 million new urban jobs created annually, and income growth closely aligned with economic growth [9][36][46] - The plan aims to promote common prosperity, ensuring that all citizens benefit from economic development, with a focus on reducing income disparities [46][48] Group 3 - The period has seen a robust push for reforms, including the introduction of the Private Economy Promotion Law, aimed at creating a favorable environment for non-public economic development [25][26] - China's manufacturing sector remains dominant globally, with significant advancements in high-tech industries, including electric vehicles and semiconductor production [21][22] - The government has prioritized food and energy security, emphasizing self-sufficiency and sustainable practices in agriculture and energy production [31][32][34]

Core Points - The construction of the Xi-Yan High-Speed Railway is a key project during China's 14th Five-Year Plan, with a total length of 299.8 kilometers and a design speed of 350 km/h, significantly reducing travel time between Xi'an and Yan'an to about one hour [1][2] - The project faces significant challenges, including over 9,000 landslides and complex geological conditions, leading to a high bridge-tunnel ratio of 92% [1] - Innovative technologies such as 3D remote sensing and new foundation treatment methods have been employed to enhance construction efficiency and reduce costs by approximately 30% [1] - The construction progress has improved from 150 meters to 200 meters per day, ensuring timely completion of the project [2] - The high-speed railway is expected to serve as an "accelerator" for the revitalization of revolutionary old areas, facilitating better access for local farmers to markets [2] Industry Insights - The Xi-Yan High-Speed Railway is part of the national high-speed railway network, enhancing connectivity and integration of the Guanzhong Plain urban agglomeration and the Hohhot-Baotou-Erdos-Yulin urban cluster [2] - The project is expected to stimulate economic growth in the region, with local farmers anticipating increased business opportunities due to improved transportation [2][3] - The use of advanced construction techniques and materials reflects a trend towards smarter and more efficient infrastructure development in the railway sector [1][2]

Core Insights - The Tibet Autonomous Region has invested over 400 billion RMB during the 14th Five-Year Plan period, significantly supporting economic development [1] - Major economic indicators in Tibet have maintained growth rates among the highest in the country [1] - The region has accelerated the implementation of major projects, including the Sichuan-Tibet Railway and the Yarlung Tsangpo River hydropower project [1] Economic Development - The region's emerging industries, such as clean energy, green industry, digital economy, and cultural tourism, are rapidly developing, with expected domestic and international tourist arrivals exceeding 63.89 million in 2024, a year-on-year increase of 15.8% [2] - The total tourism expenditure is projected to surpass 74.6 billion RMB, reflecting a 14.5% year-on-year growth [2] - The local light industry has made significant progress, with over 1.2 million units of the "Snow Lotus" highland cooking utensils sold, generating sales of 500 million RMB [2] Urban and Rural Development - There has been a remarkable transformation from traditional nomadic housing to modern urban areas, with over 800 highland beautiful villages constructed [2] - The urbanization rate of the permanent population is approaching 40%, and the sanitation toilet coverage in rural areas exceeds 80% [2] - The business environment has been continuously optimized, with a nearly 50% reduction in administrative approval items and a 100% online processing rate for government services [2] Open Economy - The region has seen significant improvements in its level of openness, with notable reforms and pilot initiatives in Linzhi, and the operational commencement of the Lhasa Comprehensive Bonded Zone [2] - The construction of the Shigatse land port is also accelerating, enhancing Tibet's internal and external connectivity [2]

Core Insights - The "14th Five-Year Plan" has significantly contributed to the high-quality development of China's express delivery industry through various infrastructure and digital transformation initiatives [1][2][3] Group 1: Development Drivers - The express delivery industry has been supported by the construction of modern transportation infrastructure, including the establishment of branch airports and integrated transport systems [1] - Digital transformation in the service sector, including smart logistics and new retail, has provided clear direction for the express delivery industry's modernization [1] Group 2: Economic Impact - The express delivery sector plays a crucial role in stabilizing supply chains, promoting consumption, and facilitating the dual circulation of the economy [2] - Enhanced logistics capabilities have led to new consumer demands and business models, enriching the choices available to consumers and fostering a positive cycle between production and consumption [2] Group 3: Achievements and Future Efforts - The express delivery industry has achieved significant cost reduction and efficiency improvements, supported by a comprehensive delivery network and advanced technologies such as drones and automated sorting [3][4] - Future efforts should focus on improving rural and international delivery services, leveraging AI technologies, and fostering innovation to enhance the overall logistics ecosystem [4]

Core Viewpoint - The article emphasizes the importance of planning for economic and social development during the "14th Five-Year Plan" period, highlighting the need to integrate top-level design with public consultation to enhance decision-making and mobilize public creativity [1] Group 1 - The article discusses the incorporation of public suggestions, such as the "mutual assistance pension" proposal, into the "14th Five-Year Plan" and the collection of over 850 million suggestions during the 20th National Congress [1] - It mentions that more than 311.3 million public suggestions have been submitted for the "15th Five-Year Plan," showcasing the effectiveness of engaging with the public in the decision-making process [1] - The article stresses the necessity of understanding public sentiment and gathering wisdom from the people to achieve significant historical accomplishments [1] Group 2 - The article highlights the unwavering commitment to benefiting the people, emphasizing the need to identify focal points for work and policy initiatives based on public expectations [1] - It outlines the importance of implementing practical measures through the continuation of five-year plans to address public needs effectively [1] - The article concludes that by tackling challenges and maintaining long-term efforts, the aspirations of the people for a better life can be continuously realized [1]

Core Viewpoint - The "14th Five-Year Plan" has significantly contributed to the high-quality development of China's express delivery industry by establishing a comprehensive postal and express network that connects urban and rural areas, facilitating both production and consumption [1][2]. Group 1: Development Factors - The express delivery industry has benefited from the construction of modern transportation infrastructure, including the establishment of branch airports and integrated transport systems, as outlined in the 14th Five-Year Plan [1]. - Digital transformation initiatives in the service sector, such as smart logistics and new retail, have provided clear guidance for the digital and intelligent development of the express delivery industry [1]. - The express delivery network now covers over 95% of administrative villages in China and connects to more than 200 countries and regions globally, enhancing service across all stages of manufacturing [1]. Group 2: Economic Impact - The express delivery industry plays a crucial role in stabilizing supply chains, promoting consumption, and facilitating the dual circulation of the economy, thereby enhancing the internal dynamics of the economy [2]. - A robust modern express logistics system accelerates the flow of resources across industries, regions, and urban-rural areas, ensuring efficient circulation of economic elements [2]. - The growth of the express delivery sector has injected new momentum into the real economy, creating new demands, business models, and corresponding supply chains [2]. Group 3: Future Development - The express delivery sector has achieved significant cost reduction and efficiency improvements during the "14th Five-Year Plan," with advancements in a comprehensive delivery network and the application of technologies such as drones and automated sorting [3]. - Continued high-quality development will require efforts to enhance logistics infrastructure, promote the application of advanced technologies, and foster innovation within the industry [4]. - There is a need to address existing shortcomings in rural delivery, international shipping, and logistics hubs to improve overall operational efficiency [4].

Group 1: Achievements of the 14th Five-Year Plan - China's economic strength has significantly increased, with GDP expected to reach approximately 140 trillion yuan by 2025, representing a growth equivalent to recreating the economies of Guangdong, Jiangsu, and Shandong combined [2] - Research and development (R&D) investment has grown nearly 50% compared to the end of the 13th Five-Year Plan, reaching 1.2 trillion yuan, with R&D intensity approaching OECD averages [3] - The renewable energy capacity has more than doubled, reaching 2.09 billion kilowatts by May 2025, with one-third of electricity generated from green sources [4] - Employment has increased with over 12 million new urban jobs created annually, and the coverage of basic medical and pension insurance remains above 95% [5] - Significant progress in state-owned enterprise reform and the establishment of a unified national market, with the number of negative lists for market access reduced from 151 to 106 [7] Group 2: Expectations for the 15th Five-Year Plan - The focus will be on advancing technology in areas such as artificial intelligence and quantum information, with a collaborative mechanism for transforming research into economic benefits [9] - A shift towards a green industrial revolution is anticipated, with non-fossil energy expected to account for about 25% of primary energy consumption [10] - Digital transformation will progress from consumer internet to industrial internet, with comprehensive coverage of industrial categories [11] - Policies will be implemented to address aging population challenges, including enhanced support for families and the development of a silver economy [12] - Reforms aimed at achieving common prosperity will be introduced, including adjustments to tax systems and minimum wage standards [13] - Efforts to enhance openness and connectivity in the dual circulation economy will be prioritized, with a reduction in foreign investment negative lists [14]

Group 1 - The meeting emphasized the importance of deeply understanding Xi Jinping's recent important speeches and directives, aligning thoughts and actions with the central government's scientific judgment on the economic situation and decision-making for economic work [2][3] - The meeting highlighted the need to focus on the "Three Years" activities, tackle the "Eight Hard Battles," and deepen the "Six Reforms" to achieve the annual economic and social development goals and ensure a successful conclusion to the "14th Five-Year Plan" [2] - The meeting underscored the critical period for flood prevention and disaster relief, urging all levels to implement Xi Jinping's directives on flood control, maintain a bottom-line mindset, and ensure effective response to rain and flood situations [2] Group 2 - The meeting called for a comprehensive implementation of Xi Jinping's diplomatic thoughts, actively serving the national diplomatic agenda, and integrating into the "Belt and Road" initiative [3] - The meeting stressed the importance of youth work under party leadership, promoting a youth-friendly city, and encouraging young people to advocate for peace and engage in peaceful development [3] - The meeting reinforced the need for strict party governance and self-improvement, ensuring that every decision made by the Standing Committee withstands scrutiny [3]