国务院新闻办公室将举行"高质量完成'十四五'规划"系列主题新闻发布会。首场发布会将于2025年7月9 日(星期三)上午10时举行，请国家发展改革委主任郑栅洁介绍"十四五"时期经济社会发展成就，并答记 者问。 ...

Core Points - The "14th Five-Year Plan" aims to enhance ecological security and is witnessing accelerated implementation, focusing on desertification control and strict fishing bans in the Yangtze River [1][2] Group 1: Ecological Restoration Projects - The Saihanba Mechanical Forest Farm in Hebei has seen continuous improvement in forest coverage from 2020 to 2023, transforming a desert area into a forested region [4][5] - The Saihanba project has successfully planted 24,000 acres of trees and established a comprehensive forest fire monitoring system, achieving zero fire incidents [7] - The Heijiao Railway, which runs through the Taklamakan Desert, has successfully built ecological barriers along its 825 km length, with 534 km in sandy areas [9][11] Group 2: Renewable Energy and Ecological Integration - The Kubuqi Desert's 2 million kW photovoltaic desertification control project in Inner Mongolia is a significant initiative under the "14th Five-Year Plan," with a total investment of nearly 12 billion yuan [13][15] - This project integrates solar energy production with ecological restoration, utilizing a model that combines power generation, planting, and livestock farming [13] Group 3: Urban Ecological Restoration - The Xuejiawa Ecological Park in Ma'anshan, Anhui, has transformed from an area with illegal docks and industrial waste into a vibrant ecological space since 2019 [17][19] - The ecological restoration in Ma'anshan is part of the ten-year fishing ban plan in the Yangtze River, contributing to the ecological corridor development in the Yangtze River Delta [19] Group 4: Mining Area Rehabilitation - The ecological restoration of the Dongguazhao abandoned mine in Pingxiang, Jiangxi, is a key project under the provincial ecological restoration plan, focusing on geological disaster management and land rehabilitation [21][25] - The project has successfully converted 4,095 acres of abandoned mining land into arable land, adding 313 acres of paddy fields and 775 acres of dry land [25]

Group 1 - The core viewpoint of the articles highlights the positive performance and growth potential of the military industry, particularly through the military ETF, which closely tracks the China Securities Military Industry Index [1][2][3] - As of July 3, 2025, the China Securities Military Industry Index (399967) increased by 0.82%, with notable gains from constituent stocks such as Shanghai Hanyun (300762) up 7.51% and China Satellite Communications (601698) up 6.25% [1] - The military ETF leader (512680) has seen significant trading activity, with a total transaction volume of 231.61 million yuan on July 2, and an average daily transaction of 149 million yuan over the past week [1] Group 2 - The military ETF leader has experienced a substantial increase in scale, growing by 380 million yuan over the past two weeks, ranking among the top two in comparable funds [1] - The top ten weighted stocks in the China Securities Military Industry Index account for 35.55% of the index, with major companies including China Shipbuilding (600150) and AVIC Shenyang Aircraft (600760) [2] - The military industry is expected to see a turning point in orders by 2025, driven by new technologies aimed at enhancing equipment performance and reducing costs, as well as new market directions from military trade and technology conversion [3]

| | | 编号： | | --- | --- | --- | | 投 资 者 关 系 活 动类别 | √特定对象调研 □分析师会议 | | | | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他 | | | 参 与 单 位 名 称 | 国联民生 陈子锐，国金证券 姚遥、彭治强，光大证券 | 邓 | | 及人员姓名 | 怡亮，江亿资本 袁晨 | | | 时间 | 2025 年 6 月 27 日 | | | 地点 | 运达股份会议室 | | | | 投资者关系经理 葛伟威 | | | 人员姓名 | | | | | 年国内风电装机规模将保持增长；同时公司积极拓展海外业 | | | | 1、预计公司 2025 年风电新增装机量情况？ 答：在双碳大目标和"十四五"发展目标的推动下，预计 | 2025 | | | 务，已在亚洲、欧洲、南美洲、非洲等多个国家获取项目订 | | | | 单，并将持续加速全球战略布局。因此，2025 年公司装机规 | | | 投 资 者 关 系 活 | 模预计将保持增长态势。 | | | 动 主 要 内 容 介 | | ...

持续推进人工智能相关法律制度建设是保障"高质量发展"与"高水平安全"良性互动的必然要求。 今年5月20日，我国第一部民营经济领域的基础性、综合性法律——《民营经济促进法》正式施行。在 经济下行压力加大，稳经济、促增长迫切需要激发内生动力的关键节点，业内人士认为这部法律的出台 正当其时，将加强民营经济发展的法治保障。 完善立法，为高质量发展提供法律保障 2025年是"十四五"规划的收官之年，在《中华人民共和国国民经济和社会发展第十四个五年规划和2035 年远景目标纲要》中，列有"全面推进依法治国"专章，涉及立法、法治政府建设、加强涉外法治体系建 设等多项内容，同时提出要健全支持民营企业发展的法治环境。 立法是法治的前提和基础。"十四五"规划针对完善立法机制体制，专门提到"加强重点领域、新兴领 域、涉外领域立法"。 其中，在经济这一重点领域，《民营经济促进法》的正式出台与实行，填补了我国在经济法领域关于民 营经济保护的空白。第一财经采访的多位法律专家指出，这部法律的亮点之一就是强调了"平等对 待"和"公平竞争"的原则。 "这意味着，对不同市场主体，无论是国有企业还是民营企业，在法律上都要同等对待，不能厚此薄 彼， ...

Group 1 - During the "14th Five-Year Plan" period, China's comprehensive national strength and residents' living standards steadily improved, with a significant impact from proactive fiscal policies. By 2024, China's GDP and per capita GDP are expected to increase by approximately 15% compared to 2021, reaching a per capita GDP of $13,500, nearing the threshold for high-income countries [1][2] - Fiscal expenditure in China surpassed 28 trillion yuan, with an increase of about 15.85%, nearly double the growth rate of fiscal revenue. The absolute value of tax revenue remained relatively stable, while its proportion of GDP decreased by about 2 percentage points [2][3] - The overall stability of prices during the "14th Five-Year Plan" period, with CPI growth rates of 0.9%, 2%, 0.2%, and 0.2% from 2021 to 2024, provides sufficient space for further high-quality fiscal economic development in the "15th Five-Year Plan" period [3][4] Group 2 - The "15th Five-Year Plan" aims to reform the fiscal and tax system, focusing on increasing the proportion of tax revenue to GDP, which is currently below 13% and has decreased by about 2 percentage points compared to 2021. This low tax revenue ratio restricts the effectiveness of fiscal governance [5][6] - The proposed tax reform includes moving the consumption tax collection point down to local governments, which is expected to enhance local fiscal vitality and support the integration of various local taxes [6][7] - The need for improved coordination between fiscal policies and other policies, such as monetary and industrial policies, is emphasized, particularly in areas like child-rearing subsidies and the integration of various support measures [7][8]

Core Viewpoint - The railway investment in China is accelerating, with significant growth in fixed asset investment observed in the first five months of 2023, indicating a recovery from the low levels experienced in 2022 due to the pandemic [1][2]. Investment Growth - In the first five months of 2023, the total fixed asset investment in railways reached 242.1 billion yuan, a year-on-year increase of 5.9%, with May alone seeing an investment of 47.4 billion yuan, up 8.7% [1]. - The growth rates for railway investment in the first two months, first quarter, and first four months of 2023 were 5%, 5.2%, and 5.7% respectively, showing a consistent upward trend [1]. - The investment amount for the first five months of 2023 has broken historical records for the same period, although the growth rate is showing signs of slowing down compared to previous years [1]. Historical Context - The railway investment in 2022 was notably low at 710.9 billion yuan, the lowest in 12 years, primarily due to the impacts of COVID-19 [2]. - The total fixed asset investment for the "14th Five-Year Plan" period (2021-2024) has been 30.7 billion yuan, with the investments for 2021, 2022, 2023, and 2024 being 748.9 billion yuan, 710.9 billion yuan, 764.5 billion yuan, and 850.6 billion yuan respectively [4]. Future Planning - The "15th Five-Year Plan" for railway development is currently being drafted, with a focus on enhancing network efficiency and integrating various transport modes [3]. - The National Railway Administration is prioritizing the completion of network gaps in the western regions and improving urban rail connections in the eastern regions [3]. - The investment strategy for the "15th Five-Year Plan" emphasizes achieving a balance between adequate and excessive investment, ensuring that projects are scientifically evaluated and prioritized [3].

Group 1 - The core viewpoint of the articles emphasizes the importance of tax reform during the "14th Five-Year Plan" period, focusing on enhancing local fiscal autonomy and addressing systemic issues that limit local government initiatives [1][10] - The "14th Five-Year Plan" has seen significant progress in tax reforms, particularly in areas like value-added tax and tax administration, while some reforms, such as personal income tax and real estate tax legislation, have faced delays due to various challenges [2][5][7] - The upcoming "15th Five-Year Plan" tax reforms will prioritize resolving local fiscal difficulties, implementing national strategic tasks, and establishing a more comprehensive modern tax system [3][10] Group 2 - The "14th Five-Year Plan" outlines seven main tax reform tasks, including optimizing the tax structure, improving the direct tax system, and advancing real estate tax legislation [4] - The progress of tax reforms has varied, with value-added tax reforms advancing rapidly due to prior experience and significant economic impact, while real estate tax legislation has been slower due to its complexity and societal sensitivity [5][6][7] - Future tax reforms will focus on enhancing fiscal revenue collection, with an emphasis on local government financial autonomy and the need for a stable macro tax burden to mitigate risks [11][12] Group 3 - The "15th Five-Year Plan" will continue some reforms from the "14th Five-Year Plan," such as moving consumption tax collection to local levels and refining value-added tax policies [10] - Individual income tax reforms are expected to maintain the current exemption threshold while gradually expanding the income base and unifying taxation for different income types [13][14] - The overall pace of tax reforms will depend on social consensus, the difficulty of interest adjustments, and the maturity of supporting mechanisms, reflecting a pragmatic approach to reform [9]

自5月20日起，"十五五"规划编制工作开展为期一个月的网络征求意见活动。 通过互联网就"十四五"规划编制向全社会征求意见和建议，在我国五年规划编制史上是第一次。相比于"十四 五"规划编制，此次网络征求意见活动开始时间早，持续时间长，充分体现出规划编制工作注重把顶层设计和 问计于民统一起来，广泛凝聚共识。证券时报记者近日专访清华大学中国发展规划研究院常务副院长董煜，他 以多次五年规划编制工作参与者的视角，详谈五年规划的意义和影响，并对"十五五"规划的编制建议详谈自 己的思考与见解。 董煜曾在国家发展改革委、中央财经委员会办公室工作，深度参与国家五年规划编制工作，是国家"十一 五"、"十二五"规划纲要起草组主要成员，党的十八届五中全会"十三五"规划建议起草组正式成员，中央"十 四五"、"十五五"规划总体思路研究课题组主要成员，多个领域"十五五"规划基本思路研究课题组组长，担任 多部委"十五五"专家委员会成员。 以五年为周期 衔接短期与长期发展目标 证券时报记者：作为近几个五年规划编制工作的主要参与者之一，您认为五年规划对于我国经济社会发展有何 重要性？ 董煜： 五年规划之所以重要，是因为中国历来注重中长期思维，我 ...

证券代码：301357 证券简称：北方长龙 北方长龙新材料技术股份有限公司 投资者关系活动记录表 编号：2025-002 投资者关系活动类别 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他（请文字说明其他活动内容） 参与单位名称及人员 姓名 参与单位及人员： 上海国泰君安证券资产管理有限公司 赵展龙 国都证券股份有限公司 王义 东北证券股份有限公司 王一鸣 兴业证券股份有限公司董昕瑞 会议时间 2025年6月12日16:30-17:30 会议地点 北方长龙新材料技术股份有限公司三楼会议室 上市公司接待人员姓 名 财务总监兼董事会秘书：孟海峰先生 证券事务代表：仇昊先生 投资者关系活动主要 内容介绍 本次投资者关系活动以现场调研的方式进行，接待人员 与投资者进行了沟通交流，主要内容如下： 1、请问贵公司收购河南众晟约定了业绩对赌，标的公 司如何完成？ 答：根据标的公司目前收入确认情况及在手订单情况、 第 1 页 以前年度各季度收入占比情况，综合判断标的公司下半年收 入占全年收入比重约为60%，公司据此判断标的公司可以完 成业绩对赌的相关条件。 2、 ...