贾东旭 高级宏观分析师 侯倩楠 宏观分析师 联系人： 贾东旭 报告正文 事件：4月28日，国新办举行新闻发布会，介绍稳就业稳经济推动高质量发展政策措施。 稳内需、稳就业相辅相成。促消费政策侧重改善服务消费供给，稳投资侧重既有政策落地 消费方面，除了继续拨付消费品以旧换新补贴资金外，政策后续还将通过建立育儿补贴制度、创设专项再 贷款工具等多维发力。 发改委副主任赵辰昕透露第二批以旧换新补贴资金已拨付到位，后续仍有1400亿元 待分配额度。服务消费方面聚焦供给侧，央行副行长邹澜表示"着重从服务消费供给侧发力，聚焦文旅体 育、餐饮住宿、教育培训等重点领域，加大金融支持力度"，预计配套再贷款工具将加快落地。值得关注的 是，赵主任明确表示"将建立实施育儿补贴制度"，此举既可稳定人口长期趋势，又能短期提振相关消费。 投资方面，政策着重加快项目落地，通过政策性开发性金融工具破解资本金缺口问题。 本本次发布会实质 是对4月政治局会议决策的深化落实：一方面，发改委提出"力争6月底前下达2025年'两重'建设和中央预算 内投资全部项目清单"；另一方面，为解决项目建设资本金不足问题，发改委表示"设立新型政策性金融工 具"从投资方向 ...

Group 1 - The "20 Measures for Promoting High-Quality Development of the Private Economy in Wuhan" focuses on six key areas: innovation, talent, financing, enterprise cultivation, market, and environment [1][2] - The first measure emphasizes the development of "root enterprises," which are defined as companies with source innovation capabilities, ecological leadership, and long-term growth potential [1] - Wuhan aims to cultivate a batch of leading enterprises in their respective industries over the next ten years to participate in both domestic and international competition [1] Group 2 - The city will organize over 100 offline private capital promotion meetings annually, targeting sectors such as artificial intelligence, optoelectronics, fintech, digital economy, and biomedicine to broaden private capital investment channels [2] - The innovation support includes increasing special fund support ratios, promoting technology platform services, and implementing the "Technology Vice President" program [2] - Talent policies will prioritize the needs of enterprises, innovate evaluation mechanisms, and provide housing benefits for young talents [2] - Financing initiatives will include multiple loan pilot programs, support for fund establishment, and the development of patient capital [2] - The enterprise cultivation strategy involves the "Seedling Project," which focuses on selecting quality innovation and entrepreneurship "seedlings" [2] - Market development will see government project optimization in bidding processes and the opening of application scenarios to help enterprises integrate into national strategies [2] - The development environment will be improved through "immediate benefits without application" models, optimizing government services, and implementing sandbox regulation [2]

Core Viewpoint - The Industrial and Commercial Bank of China (ICBC) Ningbo Branch is committed to supporting the high-quality development of the private economy in Ningbo, which significantly contributes to the city's GDP and aims to enhance financial services tailored to the needs of local enterprises [1][5]. Group 1: Support for Private Economy - ICBC Ningbo Branch plays a crucial role in financing private enterprises, with a financing balance exceeding 150 billion yuan and benefiting over 38,000 private entities by March 2025 [1]. - The private economy in Ningbo accounts for 96.7% of market entities and contributes nearly 70% of the city's GDP, highlighting its importance [1]. Group 2: Digital Transformation and Innovation - The bank has established a "dual-driven" service system combining intelligence and financing to support the digital transformation of manufacturing enterprises [3][4]. - By March 2025, the bank's manufacturing loans increased by over 15 billion yuan, with long-term loans making up 44% of total manufacturing loans, indicating a focus on stable financing channels [4]. Group 3: Support for High-tech Enterprises - ICBC Ningbo Branch has intensified its services for high-tech and specialized enterprises, with over 5,100 technology innovation companies served and a loan balance reaching 42 billion yuan by March 2025 [5][6]. - The establishment of a technology finance center aims to create a comprehensive service system for tech enterprises, facilitating access to various financing products [5][6]. Group 4: Inclusive Finance Initiatives - The bank has strengthened its focus on inclusive finance, with a balance of inclusive loans surpassing 60 billion yuan and reaching 31,000 small and micro enterprises by March 2025 [7][8]. - ICBC Ningbo Branch has implemented a mechanism to coordinate financing for small enterprises, visiting 20,000 small business entities and providing credit exceeding 50 billion yuan [8]. Group 5: Future Initiatives - A conference titled "Financial Assistance for Enterprises: Quality Improvement and Innovation" was held to further enhance financial support for private enterprises, aiming to stimulate their internal growth potential [9].

近年来，四川省甘孜州进一步优化营商环境，充分激发市场活力，全方位、深层次推进"个转企"服务工 作，全力推动市场主体迈向高质量发展新征程。截至目前，全州完成"个转企"290户、省级奖励70.5万 元，州级奖励30.3万元。 政策激励，点燃转型引擎 精准摸排，锁定重点目标 甘孜州强化对辖区内个体工商户的全面摸排与深度分析，遵循"规划一批、培育一批、转型一批"原则， 有条不紊、有的放矢开展工作。紧紧抓住经营状况良好、发展潜力巨大的"潜力股"个体工商户，密切关 注具备一定规模且前景广阔的"培育股"，通过细致梳理与精准研判，建立了"个转企"重点培育库，为后 续开展精准服务与有效引导夯实根基。 优化服务，畅通办事路径 2023年甘孜州出台《促进民营经济高质量发展十条措施》，为"个转企"提供有力支撑。成功完成"个转 企"的市场主体（不包括在库限额以上商贸单位）每户奖励3000元。对个体工商户首次升级为限额以上 商贸单位，给予一次性奖励5万元；对在库限额以上商贸单位的个体工商户转为企业并纳入统计的，同 样给予一次性奖励5万元。这些奖励政策极大激发了个体工商户转型升级的积极性。 开设绿色通道。在登记注册窗口全面实施"首问负责制 ...

4月27日，全市民营经济发展大会召开。省委常委、市委书记郭元强出席会议并强调，要深入学习贯彻习近平总书记关于民营经济发 展的重要论述和在民营企业座谈会上的重要讲话精神，按照省委、省政府工作要求，营造一流创新生态和发展环境，促进全市民营经济健 康发展、高质量发展，为加快推动"三个优势转化"、重塑新时代武汉之"重"、在支点建设中当好龙头走在前列提供坚实支撑。 市委副书记、市长盛阅春主持会议。市政协主席杨智、市委副书记孟祥伟出席会议。 台、创新平台和公共服务平台，更好赋能民营企业转型发展。 全市各级各部门要强化工作统筹和协调联动，持续营造重商、亲商、安商、 富商的发展氛围，同心协力谱写民营经济高质量发展新篇章。 会上，市领导解读了《武汉市进一步促进民营经济高质量发展若干措施》，推介面向民间资本投资项目清单；市工商联介绍我市助推 民营经济高质量发展工作情况；九州通、聚芯微电子、模态跃迁、嘉晨电子、芯擎科技、科前生物等6家企业代表作了交流发言。 市领导杨玲、陈劲超、吴朝安、曾晟、张俊勇、胡勇政、沈悦、陈国良、杨相卫、董煜华、李湛，市中级人民法院院长刘太平、市人 民检察院检察长彭胜坤等参加会议。 编辑：王冲 郭元强指出， ...

长江商报消息编者按 骆驼股份（601311）领跑全球汽车电池赛道，达梦数据登顶国产数据库管理系统市场……一大批湖北民 营企业乘风破浪，勇闯未来，在时代浪潮中书写"湖北创新"，在国家发展中书写"长江篇章"。湖北"加 快民营经济高质量发展20条"等政策的持续上新，将为湖北民企注入更加强劲动能。 长江商报推出本次专题，聚焦湖北民企从"中部突围"到"全球竞合"的跃迁密码，解码湖北如何以民营经 济之兴，撬动区域崛起之变，为全国区域协调发展书写楚商新篇。 ●长江商报记者李璟 以"民企之进"促"全局之变"，湖北民营经济转型跨越的强势进阶，书写了中部地区崛起的"支点答卷"。 数据显示，2024年，湖北民营经济增加值突破3.94万亿元，占GDP比重达65.7%，总量跃居全国第六； 全省民间投资增长5.5%，高于全国平均水平5.6%个百分点。截至2024年底，全省民营经营主体910.9万 户，连续4年新增经营主体百万户以上。湖北民营经济正以强劲动能，扛起"半壁江山"重任。 近期召开的全省民营经济发展大会提出，湖北要进一步统一思想、坚定信心，推动全省民营经济健康发 展、高质量发展，为加快建成中部地区崛起重要战略支点提供坚实支撑。 ...

Group 1 - Zhejiang province has issued a work plan to promote high-quality development of the private economy, outlining 28 specific measures [1] - The measures focus on eight areas, including supporting private enterprises in water project investment, enhancing technological innovation, and ensuring the legal rights of private enterprises [1] - The plan aims to boost confidence in the private economy by facilitating private sector participation in water projects and enhancing their innovation capabilities [1] Group 2 - The plan emphasizes the importance of protecting the legal rights of private enterprises and entrepreneurs, including addressing issues like overdue payments from local governments and state-owned enterprises [2] - It introduces a management system for major water projects to ensure fair labor practices and protect workers' rights [2] - The plan also aims to increase government procurement support for small and micro enterprises, specifying procurement thresholds and reserving a significant portion of project budgets for these businesses [2]

促进民营经济高质量发展，上海出手！ 为此，《若干措施》围绕保障民营企业依法平等使用生产要素、公平参与市场竞争等方面，持续优化民营经济发展 环境。 根据《若干措施》，上海严格实施市场准入负面清单，落实"全国一张清单"管理要求，持续开展市场准入壁垒排查 清单工作。保障民营企业平等参与政府采购，提高采购透明度，定期更新入围供应商名单，用好政府采购预留份 额、价格评审优惠等政策，强化政府采购诚信履约，发挥首台（套）保险补偿机制作用。 "我们将严格实施市场准入负面清单，持续开展市场准入壁垒排查清理；严格落实公平竞争审查制度，保障各类经 营主体依法平等使用生产要素、公平参与市场竞争。"上海市政府副秘书长、市发展改革委主任顾军表示，"同时大 力破除市场壁垒、畅通经济循环，为民营企业创造更加公平的竞争环境和更加广阔的市场空间。" 民间投资是民营经济发展活力的重要体现。《若干措施》指出，引导民间资本参与交通、能源、保障性租赁住房等 领域项目建设和运营管理，支持民营企业参与绿色燃料、循环经济等绿色低碳转型重点应用场景建设等措施。 4月17日，上海举行市政府新闻发布会，介绍《新时代新征程促进民营经济高质量发展的若干措施》（以下称《 ...

Group 1 - The meeting highlighted the importance of supporting and encouraging the development of the private economy, as emphasized by General Secretary Xi Jinping's speech at the private enterprise symposium [3] - Various private enterprise leaders provided suggestions for promoting high-quality development of the private economy in Tianshui [1][3] Group 2 - The meeting stressed the need to continuously optimize the business environment, enhance service efficiency, and expand market access for private enterprises [5] - It was emphasized to accurately implement policies that benefit enterprises, reduce operational costs, and strengthen financial support for private enterprises [5] - The establishment of a clear and supportive relationship between government and business was highlighted, along with the importance of regular communication and follow-up on entrepreneurs' suggestions [5]

Core Points - Xinjiang is committed to implementing the important speech of General Secretary Xi Jinping, optimizing service levels, and supporting the growth of the private economy [1][2] - The region aims to enhance the business environment and provide better policy support for private enterprises [1] - A three-year action plan for optimizing the business environment has been launched, signaling strong support for commerce [1][2] Summary by Categories Economic Development - Xinjiang will focus on improving the business environment and providing better support for private enterprises through tax reductions, financing support, and debt clearance [1][2] - The government is implementing 15 measures to optimize financial services for the development of the private economy [2] Policy Initiatives - The region is establishing a communication mechanism between government and enterprises to foster a friendly business relationship [2] - Specific support measures will be tailored for struggling enterprises to help them overcome difficulties [2] Strategic Goals - Xinjiang aims to build a modern industrial system centered around ten industrial clusters, aligning with national strategic positioning [2] - The government is committed to creating a market-oriented, law-based, and international business environment to stimulate private enterprise growth [2]