（文章来源：国家统计局） 国家统计局数据显示，1-11月份，全国城镇调查失业率平均值为5.2%。11月份，全国城镇调查失业率为 5.1%，与上月持平。本地户籍劳动力调查失业率为5.3%；外来户籍劳动力调查失业率为4.7%，其中外 来农业户籍劳动力调查失业率为4.4%。31个大城市城镇调查失业率为5.1%，与上月持平。全国企业就 业人员周平均工作时间为48.6小时。 ...

经济合作与发展组织(OECD)2日发布报告指出，关税尚未对全球经济造成显著冲击，但警告其全面影响 可能仍未显现。 该报告称："更高关税税率的影响尚未在美国经济中完全体现。"报告提到，"美国受关税影响的进口商 品价值大幅下降，这表明关税正对需求产生作用，且随着已宣布的关税政策全面生效，将继续对贸易额 构成压力。" 美媒：美关税政策影响逐步显现 企业焦虑情绪明显升温 中新网12月3日电 据美国消费者新闻与商业频道(CNBC)报道，企业高管及经济预测机构近期表态称， 特朗普政府旨在通过关税政策促使海外制造业岗位回流美国的举措，最终反而可能导致国内就业岗位减 少。 报道称，当前美国劳动力市场本就处于"不裁员、不招聘"的疲软状态，外界愈发担忧美国加征进口关税 将推高企业运营成本，迫使企业开始削减员工规模。 例如，在供应管理协会(ISM)11月制造业调查的受访者中，焦虑情绪明显升温。一位交通设备行业高管 表示，受关税环境影响，他们正启动更多永久性调整，包括裁员、向股东发布新指引以及拓展更多海外 制造业产能等。 数据显示，ISM制造业指数进一步跌入显示商业环境恶化的区间。该指数总体读数是48.2%，低于50% 的临界值即表 ...

Core Viewpoint - The national economy in October maintained overall stability, with steady progress in transformation and upgrading, and the growth of new driving forces continues to strengthen [2][11]. Group 1: Industrial Production - In October, the industrial added value above designated size increased by 4.9% year-on-year and 0.17% month-on-month. The mining industry grew by 4.5%, manufacturing by 4.9%, and electricity, heat, gas, and water production and supply by 5.4% [3]. - The equipment manufacturing industry saw an 8.0% year-on-year increase, while high-tech manufacturing grew by 7.2%, both outpacing the overall industrial growth [3]. - From January to October, the industrial added value increased by 6.1% year-on-year, with a profit total of 53,732 billion yuan for industrial enterprises, reflecting a 3.2% increase [3]. Group 2: Service Sector - The service production index rose by 4.6% year-on-year in October, with significant growth in information transmission, software, and IT services (13.0%), leasing and business services (8.2%), and finance (5.6%) [4]. - For the first ten months, the service production index increased by 5.7%, and the revenue of service enterprises above designated size grew by 7.6% year-on-year [4]. Group 3: Market Sales - In October, the total retail sales of consumer goods reached 46,291 billion yuan, marking a 2.9% year-on-year increase [5]. - Online retail sales amounted to 127,916 billion yuan, with a year-on-year growth of 9.6%, and physical goods online retail accounted for 25.2% of total retail sales [5]. Group 4: Fixed Asset Investment - From January to October, fixed asset investment (excluding rural households) totaled 408,914 billion yuan, down 1.7% year-on-year, while manufacturing investment grew by 2.7% [7]. - Infrastructure investment decreased by 0.1%, and real estate development investment fell by 14.7% [7]. Group 5: Trade and Employment - In October, the total value of goods imports and exports was 37,028 billion yuan, with exports declining by 0.8% and imports increasing by 1.4% [8]. - The urban surveyed unemployment rate was 5.1% in October, a decrease of 0.1 percentage points from the previous month [9]. Group 6: Price Trends - The Consumer Price Index (CPI) rose by 0.2% year-on-year in October, reversing a previous decline [10]. - The Producer Price Index (PPI) for industrial producers decreased by 2.1% year-on-year, with a narrowing decline compared to the previous month [10].

Core Insights - The average urban survey unemployment rate in China from January to October is 5.2% [1] - In October, the national urban survey unemployment rate decreased to 5.1%, down by 0.1 percentage points from the previous month [1] - The unemployment rate for local registered labor is 5.3%, while the rate for migrant labor is 4.7%, with agricultural migrant labor at 4.5% [1] - The unemployment rate in 31 major cities is 5.1%, also a decrease of 0.1 percentage points from the previous month [1] - The average weekly working hours for employed persons in the country is 48.4 hours [1]

Core Insights - The overall employment situation in China remains stable, with 10.57 million new urban jobs created from January to September, achieving 88% of the annual target [1] - The urban surveyed unemployment rate in September was 5.2%, a decrease of 0.1 percentage points from the previous month [1] Employment Support Policies - Employment support policies have been strengthened, with a reduction in unemployment insurance rates saving companies 138.4 billion RMB in labor costs [1] - A total of 19.6 billion RMB has been allocated for wage retention subsidies, and 16.6 billion RMB for training and other employment promotion expenditures [1] Targeted Employment Measures - Specific measures have been implemented for key groups, including a "1131" service for unemployed graduates, which includes policy introduction, career guidance, job recommendations, and skills training [1] - Recruitment of "Three Supports and One Assistance" personnel has reached 42,500, exceeding the central government's recruitment plan by over 8,000 [1] Employment Service Activities - A total of 56,000 online and offline recruitment events were organized during the "Hundred Days and Millions" special recruitment campaign, with nearly 17 million job postings [2] - Innovative recruitment strategies focusing on foreign trade enterprises and college graduates have been developed, along with a policy promotion month to enhance job matching [2]

Summary of Key Points Core Viewpoint - The employment situation in China remains stable, with 10.57 million new urban jobs created from January to September, achieving 88% of the annual target [1] Employment and Social Security - A total of 196 billion yuan has been allocated for job stabilization subsidies, with an additional 166 billion yuan supporting training and employment initiatives [1] - One-time expansion subsidies of 9 billion yuan have been distributed to 140,000 enterprises, benefiting 600,000 college graduates and other youth groups [1] Social Insurance Coverage - As of September 30, the number of participants in basic pension, unemployment, and work injury insurance reached 1.074 billion, 248 million, and 304 million respectively [1] - The total revenue of the three social insurance funds from January to September was 6.69 trillion yuan, while total expenditures amounted to 6.04 trillion yuan, resulting in a cumulative surplus of 9.85 trillion yuan by the end of September [1] - The number of social security cardholders reached 1.39 billion, covering 98.9% of the population, with 1.1 billion individuals using electronic social security cards [1]

Core Insights - The Ministry of Human Resources and Social Security reported that from January to September, 10.57 million new urban jobs were created, achieving 88% of the annual target, indicating overall stability in the employment situation [1] Employment and Support Measures - In the first three quarters, a total of 19.6 billion yuan was allocated for job stabilization subsidies, with 16.6 billion yuan supporting training and other employment-promoting expenditures [1] - A one-time expansion subsidy of 900 million yuan was provided to 140,000 enterprises, benefiting 600,000 college graduates and other youth groups [1] Social Insurance Coverage - As of the end of September, the number of participants in basic pension, unemployment, and work injury insurance reached 1.074 billion, 248 million, and 304 million respectively [1] - From January to September, the total revenue of the three social insurance funds was 6.69 trillion yuan, with total expenditures of 6.04 trillion yuan, resulting in a cumulative surplus of 9.85 trillion yuan by the end of September [1] - The number of social security cardholders reached 1.39 billion, covering 98.9% of the population, with 1.1 billion individuals using electronic social security cards [1]

Economic Overview - Shandong's GDP for the first three quarters reached 77,115 billion yuan, with a year-on-year growth of 5.6% at constant prices [2] - The economic performance is characterized by a steady and positive trend, supported by macroeconomic policies and a focus on high-quality development [2] Industrial Performance - The industrial added value for large-scale enterprises grew by 7.8%, an increase of 0.1 percentage points compared to the first half of the year [2] - The manufacturing sector saw a significant increase of 8.9%, with the equipment manufacturing industry growing by 12.0%, contributing 3.0 percentage points to the overall industrial growth [2] - Key industries such as automotive, railway, and electronics reported substantial growth rates of 17.0%, 14.9%, and 16.6% respectively [2] Service Sector - The revenue of large-scale service industries increased by 5.4% from January to August, with 28 out of 32 major industry categories experiencing growth [3] - Notable growth was observed in entertainment, public facilities management, and business services, with revenue growth rates of 19.4%, 18.9%, and 16.9% respectively [3] Consumer Market - The total retail sales of consumer goods reached 30,386.1 billion yuan, growing by 5.6% in the first three quarters [3] - Online retail sales of physical goods increased by 17.1%, significantly outpacing the overall retail sales growth [3] Investment Trends - Industrial investment grew by 7.7%, surpassing the overall investment growth rate by 11.4 percentage points, contributing to a 3.1% increase in total investment [3] - Specific sectors such as specialized equipment manufacturing, metal products, and general equipment manufacturing saw investment growth rates of 10.3%, 21.9%, and 29.5% respectively [3] Trade and Employment - The total import and export value reached 2.62 trillion yuan, with a growth rate of 5.5% [4] - The employment situation remained stable, with urban employment increasing by 105.9 thousand, and per capita disposable income rising to 33,826 yuan, reflecting a nominal growth of 5.0% [4]

Economic Overview - China's GDP for the first three quarters reached 10,150.36 billion yuan, showing a year-on-year growth of 5.2% at constant prices [1][19][20] Agricultural Sector - The value added in agriculture (planting) increased by 3.6% year-on-year [4][19] - The production situation in agriculture is reported to be favorable, with a notable increase in summer grain and early rice production by 190,000 tons compared to the previous year [19] Service Sector - The value added in the service industry grew by 5.4% year-on-year, indicating stable growth [7][19] Retail and Consumption - The total retail sales of consumer goods amounted to 3,367.81 billion yuan, reflecting a year-on-year increase of 4.5% [8][20] Trade and Investment - The total value of goods imports and exports reached 3,658.77 billion yuan, with a year-on-year growth of 4.0% [11][20] - Manufacturing investment also showed a steady increase, contributing to the overall economic growth [20] Employment and Income - The urban surveyed unemployment rate averaged 5.2%, indicating overall stability in the employment situation [12][20] - The per capita disposable income of residents was 32,509 yuan, with a nominal year-on-year growth of 5.1% and a real growth of 5.2% after adjusting for price factors [18][20]

Core Viewpoint - The employment situation in China remains generally stable, but there are significant challenges, particularly for youth and recent college graduates, as indicated by rising unemployment rates in these demographics [1][2][5]. Employment Statistics - In September, the urban surveyed unemployment rate was 5.2%, a decrease of 0.1 percentage points from the previous month, but an increase of 0.1 percentage points compared to the same month last year [2][4]. - The average urban surveyed unemployment rate for the third quarter was 5.2%, which is stable compared to last year but increased by 0.2 percentage points from the previous quarter [4][5]. - The unemployment rate for local registered labor was 5.3%, while for migrant labor it was 4.9%, both showing a decrease of 0.1 percentage points from the previous month [2][4]. Youth Employment Challenges - The unemployment rate for urban labor aged 16-24, excluding students, was 17.8% in July, rising by 3.3 percentage points from the previous month and by 0.7 percentage points from the same month last year [5][6]. - In August, this rate increased to 18.9%, reflecting ongoing difficulties for young job seekers, particularly recent graduates [5][6]. High-Quality Job Opportunities - The ongoing recruitment for civil service positions is attracting many recent graduates, with the 2026 national civil service exam planning to recruit 38,100 positions, and some positions having a competition ratio exceeding 1000:1 [7]. - The high-tech manufacturing sector has shown significant growth, with a 9.6% year-on-year increase in value added for large-scale high-tech manufacturing industries [7][8]. Trends in Graduate Employment - The proportion of recent graduates entering the manufacturing sector has steadily increased from 17.9% in 2020 to 22.5% in 2024, indicating a growing interest in high-end manufacturing jobs [8]. - The increase in employment in high-end manufacturing is attributed to the availability of high-quality job opportunities in digital technology and emerging strategic industries [8][9]. Structural Employment Issues - There is a structural employment issue characterized by a mismatch between available jobs and qualified candidates, with a higher percentage of degree-holding individuals working as digital technology engineers compared to those without advanced degrees [9].