Core Viewpoint - The article discusses the significant reshaping of China's population distribution, highlighting a decline in population in many provinces and a concentration of growth in economically vibrant regions like Guangdong and Zhejiang [5][9][10]. Population Trends - In 2021, China's total population peaked at 1.4126 billion, but in 2022, the number of deaths exceeded births for the first time, marking a shift from natural population growth to decline [5]. - By 2024, 20 out of 31 provincial-level regions experienced a decrease in permanent resident population, with only 8 regions showing growth [9][10]. - Guangdong, Zhejiang, and Fujian are leading in population growth, while provinces like Shandong, Henan, and Hunan are seeing significant declines [10][14][16]. Regional Population Changes - Shandong's population decreased by 430,000 in 2024, marking the largest decline in the country, continuing a trend of population loss for three consecutive years [14]. - The article notes that from 2001 to 2021, Shandong's population grew by 11.72 million, making it one of the largest provinces by population [15]. - The trend of population decline has accelerated since 2020, affecting more regions, including traditionally populous provinces like Henan and Hunan [19][20]. Urban vs. Rural Dynamics - The article emphasizes that while people are still moving, they are less likely to migrate long distances, with a significant portion of the population now moving within their provinces [21]. - In economically active provinces, population growth is distributed across multiple cities, while in shrinking regions, provincial capitals are becoming the primary destinations for migrants [24][39]. Economic Factors Influencing Migration - Zhejiang is highlighted as a model where all 11 prefecture-level cities saw population growth from 2020 to 2024, driven by a robust economy [25]. - In contrast, Hunan's population growth is concentrated in Changsha, with other cities experiencing significant declines [27][31]. - The article discusses how provinces like Anhui and Guizhou are reversing population trends through industrial development, particularly in the automotive and data center sectors [41][46]. Challenges in Retaining Talent - Despite attracting talent through economic opportunities, many provinces face challenges in retaining workers due to limited job options and growth potential [50]. - The software industry in Guizhou, while growing, has seen a decline in employment numbers after reaching a peak, indicating difficulties in sustaining workforce growth [49].

以下文章来源于国民经略 ，作者凯风 国民经略 . 在这里，读懂中国经济、城市和楼市 本文来自微信公众号： 国民经略 （ID：guominjinglve） ，作者：凯风，头图来自：AI生成 城市竞争，不进则退。 我国共有330多座地级及以上城市，最高的上海GDP突破5万亿，最低的果洛州、三沙不到100亿。 当前，借助经济普查整体调增，我国百强地市门槛提高到3600亿元，相比10年前翻了一番。 百强市之争，谁晋级，谁掉队了？ 一、2024年内地GDP百强市榜单 2024年内地GDP百强市榜单出榜：整体来看，10强城市、万亿城市、50强城市、百强城市守门员，分别是南京、唐山、襄阳、新乡。 其一，万亿城市再扩容，但含金量越来越低，2万亿正在成为竞争新起点。 2024年，唐山以微弱优势迈过万亿大关，成为河北第一个万亿城市，也是我国第27个万亿城市。 万亿城市仍旧集中于东部，长三角占了9席，广东4席，山东、京津冀各3席，浙江、福建都是2席。 反观中西部地区，只有强省会或直辖市在列，普通地级市任重道远。 东北地区暂时空缺，大连、沈阳双双站上9000亿元，2025年或将打破"零"的尴尬。 其二，50强城市门槛提高到6000亿 ...

近年来，山东省常住人口的减少已成为无可争议的事实，2024年这一数字达到了全国最高的42.8万。这一现象并非仅仅由于生育率的下降，实际上，山东的 生育率位居全国第三，再加上1亿以上的人口基数，使得这个问题愈发凸显。显而易见，人口的流失主要集中在充满活力的中坚力量之中。若这一趋势持续 下去，山东省的活力势必会进一步减弱。为了有效遏制这种局面，推动强省会战略的落实显得尤为迫切。 作为中国经济第三大省，山东始终未能孕育出一个真正的领军城市。在全国GDP排名前十的城市中，山东的城市踪影全无，青岛排在第13位，济南则仅仅位 列第18。长期以来，济南一直属于二线城市的行列，其经济首位度也严重不足，仅占全省GDP的13.7%，在全国范围内名列后茅。与成都、西安、武汉等城 市相比，那些城市的省会则占据了40%左右的经济份额，形成了强大的核心竞争力。 目前，胶东地区的发展状况尚算正常，但也逐渐趋向自成体系，未能给予济南这一省会城市足够的重视。此外，西部的城市也难以逃脱被虹吸的命运，例如 菏泽向南流失到江苏、上海，德州和聊城北上京津。而济南似乎连守住自己的那片土地都成为了一种奢望。每到春节时，不少外地车牌的涌现便是对这一现 象的 ...

Core Insights - The article discusses the evolving economic landscape of central provinces in China, focusing on the shift from a "strong provincial capital" model to a "multi-polar" development approach [1][2] - It highlights the economic and population primacy of provincial capitals like Wuhan, which leads the central region, while also addressing the challenges faced by other cities [3][5] Economic Performance - In 2024, Wuhan's GDP is projected to be 2110.6 billion yuan, accounting for 35.2% of Hubei's total GDP, with a population of 13.8 million, representing 23.7% of the province's population [4] - Other central provincial capitals like Changsha, Hefei, Zhengzhou, Nanchang, and Taiyuan show varying degrees of economic and population primacy, with their GDP and population shares being 28.7%, 26.7%, 22.9%, 22.8%, and 21.3% respectively [4][5] Development Trends - The article notes that while the population primacy of central provincial capitals has generally increased since the 14th Five-Year Plan, some cities like Wuhan, Changsha, and Taiyuan have seen a decline in economic primacy [2][7] - Zhengzhou, Hefei, and Nanchang have experienced growth in economic primacy, with Zhengzhou's GDP share increasing by 1.1 percentage points since 2020 [7][8] Urbanization Strategies - Central provinces are exploring new growth poles through the development of provincial sub-centers and urban agglomerations to avoid the "one city dominates" issue [2][10] - The article emphasizes the importance of urban agglomeration development, with examples from Hubei's "one main, two sub" strategy and the establishment of urban clusters like the Changsha-Zhuzhou-Xiangtan urban area [9][11] Policy Support - Various provincial governments are implementing policies to enhance the capabilities of provincial capitals while also fostering the growth of sub-centers, indicating a balanced approach between "strong provincial capitals" and "multi-polar" development [12]

■本报记者曹沛原郑长灵 截至今年一季度末，福州农信系统资产总额达2668亿元，较2023年初增加461亿元，增幅20.89%；各项 存款余额2245亿元，较2023年初增加405亿元，增幅22%；各项贷款余额1392亿元，较2023年初增加189 亿元，增幅15.7%。 "作为乡村振兴主办行、地方主流银行，福州农信系统把人民对美好生活的向往、高质量服务'强省 会'战略实施作为奋斗目标，积极推动自身高质量转型发展，为福州经济社会高质量发展贡献农信力 量。"近日，福建省农村信用社联合社福州办事处（以下简称"福州办事处"）相关负责人对《农村金融 时报》记者表示。 纵深推进特色化经营 今年1月份，福建农信召开2025年工作会议提出，纵深推进特色化经营，服务乡村全面振兴，助力实体 经济发展，投身区域重大战略，深化融合创新发展。 "近年来，福州农信系统积极探索'立足本地开展特色化经营'服务路径，为全方位推进福州市战略实施 提供强力支持。"福州办事处相关负责人表示。 走进福州农商银行大楼内的福州农村产权流转服务中心大厅，记者看到数字大屏实时显示的全市挂牌、 成交宗数、流转等信息。 据悉，该中心的成立是福州市深化推进农村产权 ...

Core Insights - The "Dongqiang" strategy in Jinan has been a key driver for the city's development since its launch in 2020, aiming to position Jinan as a national central city and a hub for high-quality development in the Yellow River Basin [1][2] - The strategy aligns with national initiatives, including the ecological protection and high-quality development of the Yellow River Basin, and the "Strong Provincial Capital" strategy, which emphasizes the importance of Jinan's growth for the entire Shandong province [2] Group 1: Strategic Development - Jinan is currently in a strategic opportunity period, with the "Yellow River Basin Center City" designation enhancing its development prospects [2] - The "Dongqiang" strategy focuses on high-quality development, aiming to create a modern international metropolis and a strategic hub for domestic and international circulation [2][3] Group 2: Infrastructure and Urban Planning - The CBD Olympic Sports Center area is a primary focus of the "Dongqiang" strategy, featuring major thoroughfares that facilitate urban development [3][5] - The completion of key roads, such as the north extension of Aoti Middle Road, enhances connectivity and supports the growth of the CBD [3][5] Group 3: Ecological Integration - The Olympic Sports Center axis connects with significant ecological parks, including the Huashan-Baiquan Scenic Corridor and the Xiaohanyu River Ecological Belt, promoting a green urban environment [4] - The Huashan-Baiquan Scenic Corridor spans approximately 90 hectares and integrates various urban and natural landscapes, enhancing the ecological framework of the area [4] Group 4: Real Estate Development - China State Construction's project "Yunqi Fenghua" aims to create a low-density ecological residential area in Jinan, leveraging the region's ecological resources [6] - The project incorporates design elements inspired by ancient Chinese architecture and aims to create a harmonious living environment that reflects local cultural heritage [6] Group 5: Upcoming Events - A summit on the "Dongqiang" strategy and the product launch for "Yunqi Fenghua" is scheduled for May 23, aimed at discussing urban strategy and quality of life [7]

Core Insights - The article highlights the population growth trends in various Chinese cities, with a focus on the top cities that experienced significant increases in their resident populations in 2024, despite a national decline in population. Population Growth Analysis - A total of 12 cities saw a resident population increase of over 80,000 last year, with the top ten cities being Guiyang, Shenzhen, Guangzhou, Hefei, Changsha, Nanchang, Hangzhou, Wenzhou, Xi'an, and Dongguan. The first seven cities each had an increase of over 100,000 residents [1][2] - Guiyang led the population growth with an increase of 199,600 residents, marking a growth rate of 3.12%. This city has consistently added over 100,000 residents annually for four consecutive years [3][4] - Shenzhen and Guangzhou followed, with increases of 199,400 and 151,000 residents, respectively, indicating strong population attraction in these metropolitan areas [4] Economic and Industrial Factors - Guiyang's rapid population growth is attributed to its economic development and industrial support, particularly in sectors like electronic information manufacturing and digital economy, which have been bolstered by local government strategies [3][4] - Hefei has also seen significant growth, with a population of 10 million by the end of 2024, driven by its burgeoning electric vehicle industry, which produced over 1.35 million units last year [8] - The article notes that the population growth in eastern coastal cities like Shenzhen and Guangzhou is complemented by the industrial upgrades and economic transformations in these regions, which attract talent and labor [5][7] Regional Trends - Among the top ten cities for population growth, five are located in the central and western regions of China, including provincial capitals like Guiyang, Hefei, Changsha, Nanchang, and Xi'an. This reflects a broader trend of urbanization and industrialization in these areas [7][8] - The article emphasizes that the provincial capitals serve as economic, cultural, and political centers, which enhances their ability to attract resources and talent [7] - In addition to the top cities, other cities like Jinan and Qingdao also experienced notable population increases, indicating a wider trend of urban growth across various regions [6]

Core Viewpoint - The article discusses the significant rise of second-tier cities in China, highlighting their potential to challenge first-tier cities in various aspects, including real estate, population growth, and economic development [3][34]. Group 1: Chengdu's Real Estate Boom - Chengdu has emerged as a leading city in China's real estate market, surpassing major cities like Shanghai and Beijing in both transaction volume and price, with new home prices reaching 16.98 million yuan per square meter [7][8]. - The city's land auction prices have rapidly increased, indicating strong demand and potential for future price growth [8]. - Chengdu's real estate market is driven by product quality, with successful projects like Luhui setting new standards and attracting significant external purchasing power [10][12]. Group 2: Population Growth in Hefei and Guiyang - Hefei and Guiyang are experiencing population growth amidst a national trend of population decline in many cities, with Hefei's population growth rate at 1.51% and Guiyang showing similar trends [13][15]. - Both cities have successfully attracted talent and investment, with Hefei benefiting from its educational institutions and Guiyang focusing on big data development [16][17]. Group 3: Chongqing's Economic Ascendancy - Chongqing has surpassed Shanghai in social retail sales, becoming the top consumer city in China, with a retail total of 28.31 billion yuan in early 2024 [20][22]. - The city's strong county-level economies have contributed significantly to its retail growth, showcasing a robust consumer market [22][23]. Group 4: Wuhan's Strategic Advantage - Wuhan is benefiting from the migration of businesses from coastal cities, with a net migration of 296 companies in early 2025, primarily to its optical valley industrial park [25][30]. - The city's strategic location and improved business environment have made it an attractive destination for enterprises seeking to relocate [30]. Group 5: Ningbo's Underestimated Potential - Ningbo, as Zhejiang's second city, has a GDP exceeding one trillion yuan and is home to the world's largest port, showcasing its economic strength [31][32]. - The city has a high concentration of manufacturing enterprises with significant global market shares, indicating its robust industrial base [32][33]. Group 6: The Rise of Second-Tier Cities - The article emphasizes that many second-tier cities are not merely competing with first-tier cities but are establishing their unique identities and strengths, leading to a shift in population preferences towards these cities [34].

Core Viewpoint - The economic primacy of provincial capitals is a significant topic of discussion, emphasizing the need for tailored development strategies rather than relying solely on a single economic indicator [1][2]. Group 1: Economic Development Strategies - Provinces are increasingly supporting the high-quality development of their capitals, with Ningxia implementing a "strong capital" strategy to enhance regional competitiveness and ecological protection [2]. - Continuous improvement in the economic quality and reasonable growth of provincial capitals requires a dual approach of scaling up and strategic direction, focusing on reform and innovation rather than merely increasing size [3]. Group 2: Challenges and Opportunities - Western provinces face challenges such as weak development foundations and economic structures, necessitating strong economic platforms in provincial capitals to compete nationally and globally [1]. - Provincial capitals should adopt a broader perspective, balancing short-term tasks with long-term goals, and contribute to regional coordination while avoiding negative effects like resource siphoning [3].

欢迎关注我的视频号"城市财经"↓ 作者：余飞 01 中部六省，一年减少近百万人 典型如山河四省，还有整个中部地区。 山河四省中，目前河北尚未公布数据，留待下一篇分析，这一篇聚焦中部六省。 去年本号写过一篇《首次！中部六省，人口集体负增长》的文章，描述了2023年中部的河南、湖北、湖南、江西、安徽、山西六个大省，人口全部负增长。 2023年六省人口合计减少133.333万人。 2024年中部局面稍微好了一些，安徽的常住人口由负转正，增加了两万人。 河南、湖南、湖北的人口减少规模比2023年有所收窄。 回过头看，东北的确只是先行者而已。 第七次人口普查数据显示，东北是全国人口流失最严重的地区。 数据显示，2010年至2020年十年间， 人口合计减少了1099万人，其中黑龙江减少了646万，吉林减少了338万，辽宁减少了115万。 2021年东北三省人口又合计减少了超100万人，2022年东北人口合计又减少了86.4万人。 然而，随着2021年全国人口增量创历史新低，2022年全国人口正式转向，2023年全国人口减少速度加快，很多曾经嘲笑东北的地区，也在东北化了。 河南2023年减少57万人，2024年减少30万人 ...