Group 1: Human Resources and Talent Management - The Ministry of Human Resources and Social Security has issued a notice to conduct pilot reforms in professional technical talent management services over a two-year period, focusing on six key areas including postdoctoral work, professional titles, continuing education, expert work, return of overseas students, and comprehensive services [2][3] - The notice allows provinces and regions to adjust pilot content and add new items based on local conditions, with each pilot item designating specific cities or institutions as trial units [3] - The goal is to promote policy innovation, improve project quality, optimize service platforms, and enhance the support for high-quality development in professional technical talent work [3] Group 2: Patent Pool Management - The State Intellectual Property Office and other departments have issued guidelines to encourage the proper exercise of patent pool rights while regulating patent rights abuse [4][5] - The guidelines outline the functions of patent pools, which include improving patent licensing efficiency, promoting industrial application of patent technologies, and providing diversified operational services [4] - Four principles for building patent pools have been established: market-oriented, balance of interests, openness, and non-discrimination [5] Group 3: Economic Development Initiatives - Shanghai's guidelines promote collaboration between state-owned and private enterprises, encouraging cross-holding and optimizing equity structures [7][8] - The guidelines emphasize technological innovation, industrial upgrading, resource activation, financial services, and ecosystem building to enhance cooperation between state-owned and private enterprises [8] - Jiangsu's market supervision bureau has released a task list to support the development of the private economy, focusing on regulatory efficiency, fair competition, quality services, and credit improvement [9][10][11] Group 4: Real Estate Financing Solutions - Ningbo has introduced a series of policies to facilitate real estate registration and address financing challenges for enterprises, including a "no repayment renewal loan" service [13][15] - The city has reduced the processing time for real estate transactions from seven days to 60 minutes, enhancing service efficiency [14] - Policies include zero fees for real estate registration for small and micro enterprises, significantly reducing costs for businesses [17]

Core Points - The World Economic Forum's 16th Annual Meeting of New Champions will be held in Tianjin from June 24 to 26, focusing on the theme of "Entrepreneurial Spirit in the New Era" [1][2] - The event will feature nearly 200 sub-forums and activities, including discussions on the Belt and Road Initiative and new productivity [2] - Approximately 1,800 guests from around 90 countries have registered, marking the highest attendance in recent years, reflecting the growing influence of the forum and the attractiveness of China's large market [2][3] Group 1 - The meeting aims to facilitate communication among global leaders from politics, business, academia, and media, addressing global economic development issues [1][2] - The event is significant as it coincides with the conclusion of China's 14th Five-Year Plan and the planning of the 15th Five-Year Plan [1] - The implementation of the Private Economy Promotion Law on May 20 has encouraged the participation of Chinese private enterprises, showcasing their resilience and high-quality development [2] Group 2 - Over 144 high-level political leaders from around 30 countries and regions will attend, including 40 cabinet ministers [3] - The co-chairs of the meeting include prominent figures from both the public and private sectors, such as Liu Qiangdong from JD.com and Li Dongsheng from TCL [3]

会上，北京市科委中关村管委会、北京市经信局宣讲引导支持服务首都战略性新兴产业和未来产业 发展的政策举措。北京市工商联与北京首都科技发展集团有限公司围绕促进科技成果转化、与中国民生 银行北京分行围绕金融支持实体经济分别签署战略合作协议。北京城市副中心推介重点产业和营商环境 建设情况。 会上，北京市工商联通报了支持服务战略性新兴产业和未来产业工作情况，宣布成立北京市工商联 人工智能、医药健康、具身智能、新能源新材料4个产业专委会和投融资专委会。 北京市工商联驻会领导班子成员，全国工商联经济部、北京市委统战部、市发改委、市科委中关村 管委会、市经信局、市金融管理局、通州区有关负责同志，各区工商联主要负责人，新成立的各专委会 成员和异地商会代表、新闻媒体等300余人参加活动。 安立佳指出，产业专委会和投融资专委会的成立将有力促进首都科技创新和产业创新融合发展，希 望聚焦主责主业，当好桥梁纽带，为战略性新兴产业和未来产业民营企业争取政策、资金、项目、人才 等方面支持，在推动民营经济高质量发展上创造更多首都经验。全国工商联将加强与北京市工商联联 动，搭建交流平台，优化政策、法治、市场和社会环境，支持北京民营经济持续健康高 ...

研究员： 于军礼 从业资格： F0247894 交易咨询资格：Z0000112 联系方式：yujunli@greendh.com | 板块 | 品种 | 多（空） | 推荐理由 | | --- | --- | --- | --- | | | | | 【行情复盘】 周一油价相对平静，A 股逐步从中东局势的冲击中走出，主要指数回升。两市成交 | | | | 额 | 1.46 万亿元，有所增长。中证 1000 指数收 6147 点，涨 41 点，涨幅 0.68%；中 | | | | 证 | 500 指数收 5767 点，涨 27 点，涨幅 0.48%；沪深 300 指数收 3873 点，涨 9 点， | | | | | 涨幅 0.25%；上证 50 指数收 2685 点，涨 8 点，涨幅 0.32%。行业与主题 ETF 中涨 | | | | | 幅居前的是游戏 ETF、金融科技 ETF、影视 ETF、传媒 ETF、软件龙头 ETF，跌幅居 | | | | | 前的是黄金股票 ETF、创新药 ETF 富国、医疗 ETF。两市板块指数中涨幅居前的是 | | | | | 影视院线、风电设备、游戏、非金属材料、华为算力指数 ...

1 、 国家统计局发布最新经济数据显示， 5 月份，全国规模以上工业增加值同比增长 5.8% ，社会消费品零售总额增长 6.4% 。前 5 个月，全国固定资产投资同比增长 3.7% 。 高端制造、数字经济等发展新动能持续壮大， 5 月份，规模以上高技术制造业增加值同比增 长 8.6% ，数字产品制造业增加值同比增长 9.1% 。 2 、 国家统计局公布 70 城房价数据， 5 月份，各线城市房价环比下降，一线、二线城市新房价格均环比下降 0.2% ，一线城市二手房 价格环比下降 0.7% ，降幅比上月扩大 0.5 个百分点。各线城市房价同比降幅继续收窄。 从房价上涨的城市来看，杭州新房价格环比涨 幅全国第一，无锡二手房价环比涨幅居首。 1-5 月份，全国新建商品房销售面积和销售额同比分别下降 2.9% 和 3.8% 。同时，新开工 降幅继续低位收窄，投资降幅略有扩大，商品房库存已经连续三个月减少。 3 、 本月内，央行两度出手开展买断式逆回购操作。 6 月 16 日，中国人民银行以固定数量、利率招标、多重价位中标方式开展 4000 亿元买断式逆回购操作 ，期限为 6 个月（ 182 天）。这也是中国人民银行首 ...

Group 1 - Goldman Sachs is optimistic about the investment prospects of China's "Ten Private Giants," which include Tencent and Alibaba, with a total market value of $1.6 trillion and an expected compound annual growth rate of 13% in profits over the next two years [2] - The A-share market is undergoing sample adjustments, with analysts suggesting that the recent geopolitical tensions may provide investment opportunities despite a generally volatile market outlook [2] - The digital currency sector is experiencing a resurgence, with significant gains in related stocks following the announcement of a new stablecoin regulation in Hong Kong, indicating a positive outlook for the future of stablecoins [2] Group 2 - The ongoing conflict between Israel and Iran has led to a decline in oil prices, with WTI and Brent crude both dropping over 3%, as investors remain cautious [3] - The three major stock indices have shown a rebound, but market activity is characterized by low trading volumes and rapid rotation of hot sectors, suggesting a cautious investment environment [3] - The renewable energy sector, particularly Longi Green Energy, is facing challenges due to overcapacity and price wars, leading to significant losses for major investors like Hillhouse Capital [3] Group 3 - The real estate sector in A-shares and Hong Kong has seen a sudden surge, driven by favorable government policies aimed at stabilizing the market, although fundamental improvements may take time [4] - A proposed bill by Senator Tim Kaine aims to prevent President Trump from engaging in military action against Iran without congressional approval, reflecting the heightened geopolitical tensions in the region [5] - Notable investor Duan Yongping has sold over $1.44 million in Apple put options, indicating confidence in Apple's investment value at $195, while still holding a significant number of shares [5]

Core Viewpoint - The implementation of the Private Economy Promotion Law in China establishes a legal foundation for fair competition and aims to enhance the development environment for private enterprises, which are crucial for high-quality economic growth [1][2]. Group 1: Market Environment and Regulations - As of January 2025, the number of private enterprises in China reached 56.707 million, a 5.2 times increase since 2012 [1]. - The number of national high-tech enterprises increased from 28,000 in 2012 to over 420,000, with the proportion of private enterprises rising from 62.4% to over 92% [1]. - Recent policies, including the Market Access Negative List (2025 Edition), aim to reduce entry barriers by decreasing the number of restricted items from 117 to 106 [2]. Group 2: Fair Competition and Policy Implementation - The Private Economy Promotion Law consolidates successful practices and institutional innovations to provide more certainty for enterprise development and boost business confidence [2]. - To ensure fair competition, it is essential to implement a unified market access negative list and regularly evaluate and eliminate policies that hinder fair competition [2][3]. - The establishment of a high-quality law enforcement team is necessary to avoid issues like arbitrary enforcement, which can undermine the effectiveness of the Private Economy Promotion Law [3]. Group 3: Supporting Mechanisms and Future Directions - Several supporting regulations have been introduced, including the Fair Competition Review Regulations and the Payment Guarantee for Small and Medium Enterprises, to ensure the effective implementation of the Private Economy Promotion Law [3]. - Local governments are encouraged to adapt and enhance relevant supporting mechanisms based on local conditions to ensure compliance with the law [3].

安徽则将目标放在金融业高质效服务民企上。近日，安徽金融监管局结合民营经济促进法专门印发《关于贯彻落实民营经 济促进法 加力提升民营企业金融服务质效的通知》，要求银行机构单列民营、小微企业贷款计划，力争民营企业贷款增速、普 惠型小微企业贷款增速高于各项贷款增速。 数据显示，截至2025年4月末，安徽省民营企业贷款余额2.43万亿元，同比增长10.7%，连续35个月高于各项贷款增速。民 营企业中最薄弱的普惠型小微企业贷款增速更高，达到15.5%，连续41个月高于各项贷款增速5个百分点以上。 在长三角这片发展热土上，民营经济迸发着蓬勃生机——上海80%的专精特新和"小巨人"企业是民营企业；江苏民间投资增 速领跑全国，89家民营企业入围2024中国民营企业500强榜单中；浙江民营企业在册总量占企业主体总量的92.06%，相当于每千 人拥有56家民营企业；安徽民营经济呈现出"66789"的发展特征，即贡献了全省60.7%的GDP、59.7%的税收、74.4%的发明专利 授权量、80%以上的城镇新增就业和92.5%的企业数量。 今年5月20日，《中华人民共和国民营经济促进法》正式施行。作为我国第一部民营经济领域的基础性、 ...

见闻 618 · 活动进行 中 新人 9元 解锁 VIP 长按 图片 识别 二维码 进入主会场 高盛最新发布的三部曲研究报告显示，中国正在酝酿属于自己的"七姐妹"。 据追风交易台消息，高盛策略团队近日发布重磅研究， 首次提出高中国"民营十巨头"（Chinese Prominent 10）的概念，将腾讯、阿里巴巴、小米等十家民 营企业巨头直接对标美国"美股七姐妹"（Magnificent 7）， 意在挖掘中国股市中具备长期霸主潜力的核心资产。 报告显示，这十家企业横跨科技、消费、汽车等高增长领域，代表了中国经济的"新动能"——人工智能、自主创新、全球化扩张及服务消费升级。公司总市值 高达1.6万亿美元，占据MSCI中国指数42%的权重，预计未来两年盈利复合年增长率达13%。 高盛认为，中国"民营十巨头"具备类似"美股七姐妹"的市场主导潜力，可能在未来进一步提升中国股市的集中度，改变投资者对中国资产的认知。 "民营十巨头"覆盖多个行业，增长潜力与合理定价并存 高盛筛选出的"民营十巨头"包括： 腾讯（市值6010亿美元）、阿里巴巴（2890亿美元）、小米（1460亿美元）、比亚迪（1210亿美元）、美团（1020亿 ...

中国发展网讯 近年来，面对复杂多变的经济形势和民营企业发展诉求，湖南省郴州市永兴县以刀刃向 内的改革勇气和精准务实的创新举措，努力为民营企业打造负担更轻、效率更高、预期更稳的发展沃 土。 聚焦"融资易"，降低经营成本。创新开展园区工业厂房分栋（层、间）登记改革，为金润等19家企业办 理131栋厂房分栋登记，帮助企业融资金额5.74亿元，切实解决园区企业厂房需要分割土地才能办理不 动产转移的瓶颈问题。截至4月底，全县贷款余额增速21.49%，居全市第1。全面推广"三零""三省"服 务，对139家小微企业推行"零投资"节省报装费用930万元。积极推进工业用地弹性供应政策，提高工业 用地节约集约利用水平，实现弹性供地9宗，为企业节约用地成本3887万元。 聚焦"主体强"，加快企业育新。深入开展"智赋万企"行动，不断健全遴选、入库、培育、认定"一条 龙"科技企业梯度培育机制，累计打造市级以上各类创新平台34个，"四上"企业347家、专精特新"小巨 人"企业14家、高新技术企业46家，1-3月份，高新技术企业上交税金及利润总额3.12亿元，同比增长 13%。 今年以来，全县新增市场主体1704余户，同比增长6.23%； ...