文/国务院发展研究中心研究员 张立群 经 济 增 长 过 程 也 是 总 供 给与 总 需 求 紧密 联系 、 互为 条 件 、 矛 盾 运 动 的 过 程。如果经济增速偏离合理区间过高或过低，就会表现为宏观经济总量失 衡（增速过高，表现为总量供不应求、通货膨胀和经济过热的失衡；增速 过低，表现为总量供大于求、通货紧缩和经济衰退的失衡）。当前我国经 济增速已偏离合理区间较多，供大于求的宏观经济总量失衡较为严重。市 场引导的需求收缩力度已很大 合理经济增长率与宏观经济总量平衡 经济增长过程也是总供给与总需求紧密联系、互为条件、矛盾运动的过程。如果经济增速偏离合理区间 过高或过低，就会表现为宏观经济总量失衡（增速过高，表现为总量供不应求、通货膨胀和经济过热的 失衡；增速过低，表现为总量供大于求、通货紧缩和经济衰退的失衡）。 在市场调节条件下，供求总量失衡和经济增速偏离合理区间后会出现自我加速趋势。市场供求调节机制 会使宏观经济总量失衡持续加剧，使经济增速加快偏离合理区间，这也表现为经济增长的大起大落。对 市场机制可能引发的这一严重问题，必须依靠政府的科学宏观调控，必须及时加强宏观政策逆周期调 节，及时扭转市场引导 ...

中国人民大学党委书记张东刚，全国党建研究会副会长吴玉良，中央党史和文献研究院副院长季正聚， 中国社会科学院副秘书长马援，教育部思想政治工作司副司长余先亭出席开幕式并致辞。中国人民大学 党委副书记、副校长王易主持。张东刚表示，党的自我革命与中国式现代化伟大事业血脉相连、同频共 振。中国式现代化是中国共产党领导的社会主义现代化，是一场人类历史上波澜壮阔伟大的社会革命， 既要以伟大自我革命引领伟大社会革命，又要以伟大社会革命促进伟大自我革命。 本届论坛是深入学习贯彻习近平总书记关于党的自我革命的重要思想的具体体现，也是贯彻落实党的二 十届三中全会精神的生动实践，旨在更好地回答"以何引领中国式现代化"的重大课题。必须深刻认识党 的自我革命是中国式现代化行稳致远的根本保障。必须深刻把握党的自我革命是中国式现代化全面推进 的方向指引。必须深刻领会党的自我革命是中国式现代化开拓创新的强大动力。 原中央党史研究室主任欧阳淞，中国纪检监察学院党委书记刘硕，中共浙江省委党校常务副校长陈柳裕 等先后作主题发言。当天下午，"党风建设与执政党建设规律""党的自我革命与作风建设""统筹发展和 安全与中国式现代化"三个平行分研讨会同步进行 ...

Economic News - The Chinese government is focusing on maintaining international economic cooperation and promoting high-quality development through multilateral organizations such as APEC and BRICS [1] - In May, national lottery sales reached 57.036 billion yuan, a year-on-year increase of 19.8%, driven by increased sports events [1] - The People's Bank of China conducted a 300 billion yuan MLF operation to maintain liquidity in the banking system, resulting in a net injection of 118 billion yuan for June [1] - The Ministry of Commerce announced that foreign investment enterprises must report their domestic investment information, with pilot regions including Jiangsu and Shanghai [1] Company Insights - China Construction Bank issued 11.589 billion shares to raise 105 billion yuan [5] - Guoxuan High-Tech's all-solid-state battery is in the trial production stage, with samples sent to customers for testing [5] - Changchun Technology expects a net profit growth of 67.54% to 95.46% in the first half of 2025 [5] - Nanjing Commercial Travel plans to acquire 100% equity of Nanjing Huangpu Hotel through share issuance and cash payment [5] - Tianji Co., Ltd. is progressing with research and testing related to lithium sulfide [5] Industry Analysis Food and Beverage Sector - The food and beverage sector is experiencing a price-driven asset pricing model, with demand-side changes significantly impacting pricing and profitability [6] - The overall market sentiment is expected to improve in the second half of the year, with a focus on cyclical sectors like liquor and new consumption trends [7] - Key recommendations include companies like Kweichow Moutai, Yili, and Jin Zai Foods, which are expected to benefit from channel advantages and performance reversals [7] Home Furnishing Sector - The home furnishing market is supported by national subsidies, although real estate sales are declining [8] - The home furnishing retail sales grew by 25.6% in May, driven by subsidies, while exports are under pressure [8] - Recommended companies include Gujia Home, Sophia, and Zhibang Home, which have strong dividend yields and brand advantages [8] Textile and Apparel Sector - The textile and apparel industry is seeing a slow recovery in domestic sales, with a 6.4% year-on-year increase in retail sales in May [9] - Investment focus should be on quality brands like Hailan Home and Fuanna, as well as sports brands like Anta, which are expanding internationally [9] - Textile exports showed a slight increase of 2.5% in the first five months, while apparel exports decreased by 0.5% [9]

Group 1 - The article emphasizes the commitment of Xinyang to implement the strategic requirements set by General Secretary Xi Jinping, focusing on high-quality development and modernization in the context of the revolutionary old area [1] - Xinyang aims to leverage its geographical, ecological, and frontier advantages to accelerate the construction of a green industrial development system, promoting agricultural modernization and a comprehensive industry chain from farm to table [1] - The city plans to enhance its six leading industries, including equipment manufacturing, and promote the integration of tea tourism, red tourism, and cultural tourism to establish tourism as a pillar industry [1] Group 2 - The governance model in Xinyang is being improved through the integration of "Party building + grid + big data," aiming to enhance grassroots governance efficiency and address public service issues effectively [2] - Xinyang is focusing on enhancing its education brand, expanding vocational education, and improving higher education to support youth development and quality of life for the elderly [2] - Continuous efforts are being made to strengthen work style and discipline, addressing issues such as improper dining practices and promoting a positive social atmosphere through the use of red resources [2]

Group 1 - The core viewpoint emphasizes the importance of implementing Xi Jinping's important speech during his inspection in Henan, focusing on the "two highs and four efforts" to mobilize the entire province towards modernization [1][2] - Kaifeng City has successfully completed its provincial and municipal key project targets ahead of schedule, with significant growth in the automotive manufacturing and new energy storage equipment industries, showing increases of 32.7% and 18.22% respectively [1] - The city has achieved a bumper summer grain harvest and record high cultural tourism reception and revenue, indicating a stable and improving economic situation [1] Group 2 - Kaifeng City plans to enhance confidence in high-quality development and effective governance by implementing eleven actions focused on manufacturing, aiming to establish three trillion-level industrial chains in automotive manufacturing, new chemical materials, and modern food [2] - The city aims to leverage the provincial cultural tourism development conference to transform the cultural tourism industry into a pillar, livelihood, and happiness industry [2] - There is a commitment to strengthen party leadership and ensure the implementation of central regulations, focusing on safety production and disaster prevention while enhancing the well-being of the populace [2]

Group 1 - The 11th Plenary Session of the Provincial Committee is a significant meeting aimed at promoting modernization in Henan, summarizing the economic and social development of the province in the first half of the year, and deploying current key tasks [1] - The city of Luohe, known as a food capital in China, has a food industry total scale of 250 billion yuan, with a GDP growth of 6.7% year-on-year in the first quarter, ranking second in the province [2] Group 2 - The city plans to implement a "1+2+4+N" target task system to enhance quality and reasonable growth, aiming for high-quality development [2] - Luohe will focus on governance mechanisms and effective execution to establish a model for efficient governance [2] - The city aims to leverage its food industry advantages and cultivate new productive forces, striving to be a leader in the "big food concept" [2] - There is an emphasis on improving people's livelihoods and accelerating social governance modernization to translate development achievements into tangible benefits for the people [2] - The city will tackle pollution and promote ecological civilization, transforming ecological advantages into developmental advantages [2] - Cultural development and the expansion of the cultural tourism industry will be prioritized to create a pillar industry that enhances people's happiness [2]

许昌将坚持以科技创新引领产业创新，立足现有基础，紧盯前沿领域，强力推进许港产业带、芙蓉湖现 代服务业创新圈、中原电气谷和中原生命健康谷建设，加快打造智能电力的龙头之城、品质消费的标杆 之城、新型材料的规模之城、绿色发展的示范之城、数字经济的枢纽之城，构建特色和优势更加彰显的 现代化产业体系。 围绕改善民生、加强社会治理，加快推进城乡公共服务提质补短，强化党建引领基层高效能治理，全面 提升市域社会治理现代化水平。围绕加强生态环境保护，协同推进降碳、减污、扩绿、增长，持续优化 产业结构、能源结构、交通运输结构，深化"无废城市"建设。围绕推动文化繁荣兴盛，大力培育"曹魏 三国""万彩钧瓷"等特色品牌，注重优秀传统文化的现代化表达，把文旅产业打造成为支柱产业、民生 产业、幸福产业。 "省委十一届九次全会向全省上下发出了奋进新征程、扬帆再出发的动员令。"6月24日，许昌市委书记 杨小菁在接受采访时说，全市上下将把思想和行动统一到省委全会精神上来，聚焦"两高四着力"，加压 奋进、实干争先，为奋力谱写中原大地推进中国式现代化新篇章贡献许昌力量。 杨小菁表示，许昌将把发展作为解决一切问题的基础和关键，牢牢抓住高质量发展这个首 ...

袁家健表示，安阳将把学习贯彻习近平总书记在河南考察时重要讲话精神与考察安阳重要讲话精神贯通 起来，坚持学思想、讲协同、抓落实，重点抓好现代化产业体系构建，坚持制造业高质量发展主攻方 向，以蓝天实验室、中国农科院河南安阳创新基地等为引领，深化12条重点产业链集群发展，强化农业 科技和装备支撑，坚决扛牢粮食安全政治责任；抓好党建引领基层高效能治理，深化"党建+网格+大数 据"实体化运行，以"未诉先办"月调度为抓手着力解决群众急难愁盼；抓好生态环境保护，统筹推进污 染防治和绿色低碳转型发展，积极参与流域生态保护治理，努力建设大美安阳；抓好文旅融合发展，聚 焦打造殷墟甲骨文世界级文化地标，系统谋划推进殷墟国家考古遗址公园建设等相关工作，精心筹办省 运会，推动来安游客今年突破1亿人次。同时，科学制定和接续实施"十五五"规划，为奋力谱写中原大 地推进中国式现代化新篇章作出新的更大贡献。（记者 李林 赵阿娜） 责任编辑： 杨露露 " 围 绕 学 习 贯 彻 落 实 习 近 平 总 书 记 在 河 南 考 察 时 重 要 讲 话 精 神 ， 省 委 十 一 届 九 次 全 会 提 出 了'1+2+4+N'目标任务体系，谋划推 ...

在打好作风建设持久战攻坚战上彰显新担当。推动深入贯彻中央八项规定精神学习教育走深走实，从严 落实省委4个"十严禁"要求，深入实施"学查改"专项行动，确保学有质量、查有力度、改有成效。强化 严的氛围形成，倡树务实重干、奋进高效的工作作风，以作风建设新成效为推动高质量发展、高效能治 理提供有力保障。（记者 陈晨 蒋晓芳） "省委十一届九次全会围绕贯彻落实习近平总书记在我省考察时重要讲话精神作出系统部署，明晰了奋 力谱写中原大地推进中国式现代化新篇章的目标任务体系，充分体现了省委坚定拥护'两个确立'、坚决 做到'两个维护'的政治自觉、思想自觉和行动自觉，激发起全省上下牢记嘱托、感恩奋进的磅礴力量。 鹤壁市将按照省委全会安排部署，锚定目标任务、狠抓工作落实，为奋力谱写中原大地推进中国式现代 化新篇章作出鹤壁更大贡献。"6月24日，鹤壁市委书记赵宏宇接受记者采访时说。 在推动高质量发展上展现新作为。坚持政策为大、项目为王、环境为本、创新为要，培育壮大"3+3"主 导产业集群，加快建设"一室两城"，积极融入服务全国统一大市场，推进乡村全面振兴，丰富优质文旅 产品供给，持续提升绿色发展水平，着力打造以"十有"城市为标准的北 ...

Group 1 - The core message of Xi Jinping's speech during his visit to Henan emphasizes the importance of accelerating modernization efforts, serving as a guiding principle for development in Luoyang [1] - Luoyang aims to seize significant opportunities presented by the new technological revolution and industrial transformation, focusing on technology innovation to lead industrial upgrades and enhance high-tech enterprises [1] - The city plans to actively integrate into the national unified market, improving resource integration and collaboration, thereby enhancing its development potential [1] Group 2 - Luoyang recognizes the importance of high-quality development, which emphasizes innovation capability, cultural value, and ecological quality, presenting new opportunities for economic growth [2] - The city intends to leverage its strengths by focusing on innovation platform construction, talent cultivation, and capital operation to enhance its technological innovation capabilities [2] - Efforts will also be made to protect historical and cultural heritage while developing a world-class cultural tourism city, alongside promoting green transformation for sustainable development [2]