7月31日，A股市场再度回调，航空航天ETF（159227）全天震荡，截至14点31分，跌幅1.11%，成交额 达1.1亿元，居同类第一，持仓股航天晨光涨停，长城军工涨超9%，中国海防、海兰信、国睿科技、航 发科技、钢研高纳等跌幅居前。 军工作为强计划性行业，五年规划对于行业经营和市场预期有着重要影响，是军工行情的主要驱动因素 之一。2025年恰逢"十四五"收官年，军队建设"十四五"规划执行已进入能力集成交付关键期，订单需求 有望加速释放。 东北证券表示，在当下时点，"十四五"计划进入最后一年，军工行业扰动因素已基本消除，下游需求呈 恢复性增长，同时2027年建设目标迫在眉睫，中长期目标也对行业发展提供明确指引：2035年基本实现 国防和军队现代化，2050年把人民军队全面建成世界一流军队。伴随需求恢复，产能结构逐步优化，国 防军工板块有望得到大幅改善，安全边际高，具备长期成长确定性。 航空航天ETF（159227）跟踪国证航天指数，申万一级军工行业占比高达98.2%，是全市场军工含量最 高的指数，聚焦军工细分空天力量，成分股覆盖战斗机、运输机、直升机、航空发动机、导弹、卫星、 雷达等全产业链龙头，完美契合" ...

央视网消息：国新办7月31日举行"高质量完成'十四五'规划"系列主题新闻发布会，介绍"十四五"时期退 役军人工作高质量发展成就。退役军人事务部思想政治和权益维护司司长陈二伟在会上介绍，"十四 五"期间，迎回4批265位在韩中国人民志愿军烈士遗骸并隆重安葬，组建国家烈士遗骸搜寻队及国家烈 士遗骸DNA鉴定实验室，推动7000多名英烈事迹进入中国共产党历史展览馆展陈。 ...

金十数据7月31日讯，国务院新闻办今天上午举行"高质量完成'十四五'规划"系列主题新闻发布会，退 役军人事务部有关负责人表示，"十四五"以来，我国制定出台退役军人安置条例等法规政策，不断拓展 退役军人就业渠道。退役军人事务部部长裴金佳表示，制定出台退役军人安置条例等法规政策，完善考 试考核、赋分选岗、直通车等多种安置办法，接收安置程序更加规范、质效持续提升。优化拓展定岗 式、订单式培训，组织退役军人就业招聘会，与一批大中型企业签署接收退役军人合作协议，不断拓展 退役军人就业渠道。 （央视新闻） "十四五"期间我国不断拓展退役军人就业渠道 ...

本报特约评论员 "十四五"规划收官之年，外部环境急剧变化。单边主义明显抬头，保护主义卷土重来，严重损害国际经 贸秩序、冲击全球经济发展……越是挑战来袭，越是检验一国经济的成色，越是考验应对变局的能力。 今年以来，在以习近平同志为核心的党中央坚强领导下，各地区各部门积极作为、攻坚克难，加紧实施 更加积极有为的宏观政策，我国经济运行稳中有进，高质量发展取得新成效。主要经济指标表现良好， 新质生产力积极发展，改革开放不断深化，重点领域风险有力有效防范化解，民生兜底保障进一步加 强，我国经济展现强大活力和韧性。 国家统计局发布的数据显示，今年上半年，国内生产总值超66万亿元，同比增长5.3%，主要指标好于 预期，"稳"的态势持续，"进"的步伐坚定，"新"的动能累积，"畅"的循环改善。事实表明，尽管外部环 境更趋复杂严峻，但中国经济基础稳、优势多、韧性强、潜力大，支撑高质量发展的积极因素在不断积 累，完全有底气、有信心、有能力应对外部挑战。 时钟滴答作响，离"十四五"规划收官越来越近。综观上半年这份来之不易、含金量高的发展成绩单，我 们看到了全球第二大经济体强大的底气与韧性，读出了中国经济的确定性与稳定性，也增强了决战 ...

Core Viewpoint - The article emphasizes the confidence and capability to achieve the economic and social development goals for the year, despite the tight timeline and heavy tasks ahead, as outlined in the Central Political Bureau meeting [1] Economic Performance - The economic total grew by 5.3% year-on-year in the first half of the year, indicating a stable trend with summer grain production remaining robust [1] - High-tech manufacturing industries saw an increase in added value by 9.5% year-on-year, reflecting the emergence of new growth drivers [1] Policy Implementation - The implementation of "two heavy" and "two new" policies has strengthened investment in fixed assets and released domestic demand potential [1] - Efforts to eliminate "involution" competition and accelerate the establishment of a unified national market have effectively stimulated market vitality [1] Challenges and Confidence - The article highlights the importance of proactive measures and overcoming challenges, asserting that the centralized and unified leadership of the Party is fundamental to effective economic work [1] - There is a strong belief in the ability to consolidate and expand positive momentum, turning development plans into reality [1]

Group 1 - The meeting emphasized that the "14th Five-Year Plan" is crucial for achieving socialist modernization and that the upcoming "15th Five-Year Plan" will focus on consolidating foundations and comprehensive development [1][2] - The economic indicators for the first half of the year showed a GDP growth of 5.3%, leading to an upward revision of China's economic growth forecast by the International Monetary Fund (IMF) [2] - The meeting highlighted the need for flexible and anticipatory macroeconomic policies to address potential challenges while seizing development opportunities [2][3] Group 2 - The focus on addressing "involution" in industries, particularly in the automotive sector, indicates a shift towards regulated competition and the promotion of consumer confidence [3][4] - The meeting called for effective measures to unleash domestic demand, particularly through initiatives to boost consumption and develop new growth points in service consumption [5] - Specific actions were proposed to support foreign trade enterprises, enhance the attractiveness of domestic capital markets, and stabilize the real estate market through urban renewal efforts [6]

Group 1: Open Dynamics - The immigration management work during the "14th Five-Year Plan" period injects new momentum into "Open China" and "Vibrant China" [2] - Focus on talent strategy has led to a dual increase in the quantity and quality of international talent coming to China, contributing positively to modernization efforts [2] - Visa policies have been optimized, with unilateral or mutual visa exemptions for 75 countries and an expansion of transit visa exemptions to 55 countries [2] Group 2: Efficient Public Services - During the "14th Five-Year Plan," border inspection agencies processed 1.556 billion entries and exits, with over 98 million transportation vehicles [3] - More than 300 million exit and entry documents were issued to Chinese citizens, with over 160 million valid ordinary passports in circulation [3] - The implementation of "one-stop" service for document applications has improved convenience, with plans to expand online services further [3] Group 3: Border Security - The immigration management authority has intensified efforts to combat illegal border activities, enhancing border control capabilities [4] - Over 151,000 cases of border management crimes were investigated, resulting in the arrest of over 322,000 suspects and the dismantling of 7,648 criminal groups [5] - The focus on maintaining border security will continue, with plans for institutional openness in immigration management and participation in global governance [5]

新华社快讯：公安部副部长、国家移民管理局局长王志忠7月30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，全国公安机关和移民管理机构共侦办妨害国 （边）境管理犯罪案件15.1万余起，抓获犯罪嫌疑人32.2万余人，打掉犯罪团伙7648个，涉枪、毒、 赌、私等各类跨境违法犯罪逐年下降。 ...

人民财讯7月30日电，国务院新闻办公室今天举行"高质量完成'十四五'规划系列主题新闻发布会"。会 上介绍，"十四五"期间，全国边检机关累计验放出入境人员15.56亿人次，交通运输工具超9800万架(艘/ 列/辆)次，中国已经成为世界上口岸通关效率最高效的国家之一。 ...

智通财经7月30日电，国务院新闻办公室今天举行"高质量完成'十四五'规划系列主题新闻发布会"。会 上介绍，"十四五"期间，全国边检机关累计验放出入境人员15.56亿人次，交通运输工具超9800万架 （艘/列/辆）次，中国已经成为世界上口岸通关效率最高效的国家之一。 "十四五"期间 全国边检机关累计验放出入境人员15.56亿人次 ...