【环球时报-环球网报道 记者郭媛丹】东部战区30日发布了上午远程火力实弹射击画面，画面中东部战 区陆军部队进行了远箱火实弹射击。国防大学教授张弛表示，远箱火实弹射击目的是"点穴"，直击"台 独"分裂势力的痛点、怕点。 现场视频！东部战区发布远程火力实弹射击画面 东部战区新闻发言人李熹海军大校表示，12月30日13时00分，中国人民解放军东部战区陆军部队，协同 海军、空军、火箭军等兵力，对台岛南部相关海域，实施远程联合火力突击，并组织实弹射击，取得了 预期效果。 此前，李熹海军大校表示，12月30日9时00分，中国人民解放军东部战区陆军部队，组织对台岛北部相 关海域，实施远程火力实弹射击，取得了预期效果。 "远箱火实弹射击目的是'点穴'，目标指向非常明确，分别向台岛以北和台岛西南的外海进行火力试 射。"国防部大学教授张弛表示。 实弹射击为什么选择这两个区域？对此，张弛做出解释，他说，这两个区域恰恰是民进党当局最重要的 能源资源进口运输线。"台湾是一个孤岛，孤悬于海上，资源十分匮乏，大部分能源和粮食都要依赖进 口，一旦它的进口通道被切断，战争潜力就会快速下降，岛内也会很快陷入混乱。因此这些进口运输线 就是'台独' ...

一份最新报告警示称，全球加速升温的军备竞赛正在阻碍应对气候变化的努力，大量本应用于可再生能 源和清洁交通等领域的关键矿产正被转用于制造新一代军事装备。据《卫报》报道，这份由美英联合机 构"转型安全项目"（Transition Security Project）发布的研究显示，美国国防部正通过国家国防储备计划 大规模囤积关键矿产，用途涵盖精确制导武器、先进通信系统以及正在兴起的"人工智能驱动自主作战 平台"等军事技术。而这些矿产同时也是太阳能电池板、风力发电机、电动汽车和储能电池等气候解决 方案的核心原材料。报告进一步指出，自美国总统特朗普今年通过"大而美法案"以来，五角大楼已预留 数十亿美元资金，用于扩大关键矿产的军事储备清单。被纳入囤积范围的至少包括38种矿物和金属，其 中涵盖锂、钴、石墨以及稀土元素，这些正是能源转型所依赖的基础材料。（澎湃） ...

【普京硬气喊话：俄陪欧洲玩到底！能源断供倒计时揭晓博弈底线】 普京一句"陪到底"震碎西方幻想！欧洲能源断供倒计时启动，这场涉及领土、能源与战略威慑的博弈，正将全球目光锁定在2027年——这个被称 作"新黎明"却暗藏危机的转折点。 俄方划下红线：领土问题无妥协余地 美俄高层会晤后，普京以"战场主动权"为盾，明确拒绝美方提出的俄乌"和平方案"。他直指欧洲企图篡改方案拖延进程，更将停火前提抬至乌军 撤离实际控制区——这等同于要求乌克兰接受当前战线，放弃收复失地。俄总统助理乌沙科夫随后重申："领土问题是危机核心，未解决则无谈 判可能。"俄方以实际控制线为界，在谈判桌上寸步不让的姿态，让美方部分可接受方案沦为"装饰品"。 军事数据印证着俄方的底气。据俄国防部披露，2025年11月俄军在接触线推进速度同比提升40%，精确制导武器命中率高达89%，乌军防线多处 被突破。这种"战场现实"支撑着普京的强硬表态：不主动与欧洲开战，但"随时准备"应对北约介入——既是战略威慑，也是对西方侥幸心理的警 告。 俄欧双方在军事与能源领域持续加码，风险随时间线拉长而累积。对俄而言，战争消耗与制裁压力随时间推移加剧，但经济韧性支撑着"持久 战 ...

Core Viewpoint - The article discusses the recent escalation in the Russia-Ukraine conflict, highlighting large-scale attacks from both sides and the uncertain prospects for negotiations between Ukraine and the United States [2][3][6]. Group 1: Military Actions - On November 29, Russia launched a large-scale attack using precision-guided weapons and drones against Ukrainian military and energy facilities in response to Ukrainian strikes on Russian civilian infrastructure [3]. - The Russian Defense Ministry reported that their air defense systems intercepted 103 Ukrainian drones over several regions, including Belgorod, Rostov, and Ryazan [3]. - Ukraine's military responded with drone strikes on a refinery in Krasnodar and an aircraft repair plant in Taganrog, Rostov region [3][4]. Group 2: Casualties and Damage - The Russian attacks on Ukraine resulted in 3 deaths and numerous injuries, with significant damage to energy infrastructure reported [3][4]. - Ukrainian President Zelensky stated that many civilian facilities and residential buildings were hit, prompting emergency rescue operations [4]. Group 3: Negotiation Dynamics - Ukraine's delegation is traveling to the U.S. to discuss a peace plan, with expectations for a summary report on their findings [6][7]. - The U.S. and Ukraine have modified a previous peace proposal from 28 points to 19, which Ukraine has tentatively agreed to [7]. - There are indications that the level of talks between the U.S. and Ukraine has decreased, reflecting lower expectations for outcomes [7][8]. Group 4: Russian Response - Russia has received an updated version of the U.S.-Ukraine peace plan and is open to discussions, although it remains skeptical about negotiations with the current Ukrainian leadership [8].

Core Viewpoint - The modernization of national defense and military construction during the "14th Five-Year Plan" period requires significant investment, high precision, and a focus on efficiency, low cost, and sustainable development [1] Investment Focus - The structural differentiation in defense and military construction is expected to become more pronounced, with high growth areas including precision-guided weapons, new aviation equipment, underwater equipment, and unmanned intelligence [1] Industry Index - The military industry ETF (512660) tracks the CSI Military Industry Index (399967), which selects listed companies in the fields of aviation, aerospace, shipbuilding, weaponry, and military electronics from the Shanghai and Shenzhen markets to reflect the overall performance of China's military industry [1] Market Characteristics - The index constituents exhibit a small and mid-cap style, primarily focusing on the aviation equipment and military electronics sectors [1]

Group 1 - Germany will provide military aid to Ukraine worth over €2 billion, including air defense systems, precision-guided weapons, and ammunition [1] - The aid package aims to address some of Ukraine's urgent needs and includes two additional Iris-T air defense systems along with guided missiles and shoulder-fired air defense missiles [1] - Germany plans to modernize previously delivered weapons to extend their lifespan and will enhance cooperation between German and Ukrainian defense industries [1] Group 2 - Ukraine's defense minister stated that the country's defense needs for 2026 are approximately $120 billion, with domestic resources only covering half of that amount [1]

Group 1 - The asset evaluation report is prepared by Beijing Tianjian Xingye Asset Appraisal Co., Ltd. for Beijing Aerospace Feiteng Equipment Technology Co., Ltd. as part of a financing project [1][4] - The evaluation is based on the fundamental principles and professional standards set by the Ministry of Finance and the China Asset Appraisal Association [1][2] - The report includes an assessment of the total equity value of the shareholders of Beijing Aerospace Feiteng Equipment Technology Co., Ltd. as of February 28, 2025 [4][5] Group 2 - The report specifies that the evaluation results are valid for one year, from February 28, 2025, to February 27, 2026 [3] - The evaluation includes a detailed list of assets and liabilities, as well as future forecasts provided by the client and the evaluated entity [2][10] - The evaluated company, Beijing Aerospace Feiteng, focuses on the research and development of precision-guided weapon systems and has established a comprehensive R&D system for guided bombs [7][9] Group 3 - The company has a registered capital of approximately 45,254.40 million RMB and operates under the auspices of the China Aerospace Science and Technology Corporation [4][6] - The company has developed a series of precision-guided weapons that have been exported to multiple countries, generating military trade contracts worth nearly 2 billion RMB since 2013 [9] - The asset evaluation includes both tangible assets such as inventory and machinery, and intangible assets like patents and non-patented technologies [10][11]

Group 1: US-Russia Relations - The phone call between Russian President Putin and US President Trump lasted about one hour, discussing bilateral relations, the Ukraine issue, and the Middle East situation [1][3] - The conversation was described as pragmatic and specific, with both leaders on the same wavelength [3] - No discussions were held regarding the US halting arms supplies to Ukraine, nor were specific dates for the next round of negotiations mentioned [1][3] Group 2: Ukraine's Legislative Actions - Ukrainian President Zelensky signed a revised budget code allowing mining revenues to be transferred to the Ukraine-US Reconstruction Investment Fund [4][5] - The fund is structured with equal ownership between Ukraine and the US, aimed at accelerating Ukraine's economic recovery [5] - The development of the Dobro lithium mine is expected to be a key project in collaboration with the US [4][5] Group 3: Military Aid and Strategic Developments - Reports indicate that Trump and Zelensky are expected to discuss the suspension of military aid to Ukraine in an upcoming phone call [2][6] - The Pentagon has paused the shipment of certain military supplies to Ukraine, which has surprised some US lawmakers and officials [6][7] - Ukraine's Ministry of Defense has not received official notification regarding the suspension of military aid and is in communication with the US to clarify defense supply details [7]

Core Viewpoint - The U.S. Department of Defense has suspended the shipment of certain promised military aid to Ukraine due to concerns over low U.S. weapon stockpiles [1] Summary by Relevant Categories Military Aid - The U.S. has halted the delivery of some air defense missiles and precision-guided munitions to Ukraine [1] - The decision to pause military assistance was initially made in early June but only took effect recently [1] Weapon Stockpiles - There is a reported decrease in the total amount of artillery shells, air defense missiles, and precision-guided weapons available in the U.S. inventory [1]

Core Viewpoint - The U.S. Department of Defense has paused the shipment of certain air defense missiles and other precision-guided munitions to Ukraine due to concerns over low U.S. weapon stockpiles [1] Group 1 - The decision to halt shipments is driven by the need to maintain adequate U.S. military readiness and inventory levels [1] - This pause may impact Ukraine's defense capabilities amid ongoing conflicts [1] - The U.S. is reassessing its military support strategy in light of inventory concerns [1]