经济观察网据央视新闻消息，德国莱茵金属公司宣布将向乌克兰提供更多用于国防的装备，首批五 辆"山猫"步兵战车将于2026年初交付乌克兰，该笔订单金额达数千万欧元，由德国出资。根据莱茵金属 公司发布的公告，相关合同于2025年12月签署，这些战车将配备"长矛"双人炮塔，并根据乌克兰武装部 队的具体需求进行定制。下一步计划采购更多批次，包括在乌克兰本土生产。 ...

Group 1 - The capital market has experienced a steady upward structural trend in the past six months, with companies benefiting from external demand showing outstanding stock performance [2] - Since April, manufacturing sentiment has declined due to external environmental fluctuations and adjustments in the domestic real estate market, but the long-term positive economic trend remains unchanged [2] - The domestic economy is characterized by a large scale and strong resilience, with domestic demand gradually becoming the main driver of economic growth, supported by a stable economic fundamental [2] Group 2 - The "14th Five-Year Plan" emphasizes significant achievements in high-quality development, with economic growth maintained within a reasonable range and an increase in total factor productivity [3] - The plan highlights the strategic importance of the unique advantages of China's super-large market and demand-driven growth, indicating a long-term positive outlook for quality enterprises in the domestic demand sector [3] - Focus areas for investment include semiconductor self-sufficiency, military trade, and aerospace, with an emphasis on identifying high-quality enterprises with core competitiveness in these sectors [3]