Group 1 - Xi Jinping emphasized the importance of stabilizing employment, enterprises, markets, and expectations to respond to uncertainties with high-quality development [1][2] - The focus is on developing new productive forces tailored to local conditions, particularly through technological innovation in agriculture, food, new materials, and ecological restoration [2] - There is a commitment to enhancing social governance mechanisms and strengthening the Party's leadership in new economic and social organizations [2][3] Group 2 - The government aims to improve grassroots governance by integrating resources and services, ensuring effective social governance at all levels [2][3] - Measures will be taken to address water supply and irrigation needs in response to drought conditions, including a daily scheduling and weekly consultation mechanism for water resource management [3]

Core Viewpoint - The article emphasizes the importance of supporting industries and enterprises that have strong employment absorption capabilities, aiming to help businesses reduce burdens and stabilize jobs in response to external shocks [1] Employment and Skills Development - The focus is on enhancing employment for key groups, expanding quality job opportunities, and improving employment outcomes for college graduates and migrant workers, especially those from impoverished backgrounds [1] - The implementation of the "Skills Illuminate the Future" initiative is highlighted, which aims to conduct large-scale vocational skills enhancement training [1] - The role of enterprises and vocational colleges as training entities is underscored to assist in improving labor skills and increasing employment income, thereby cultivating high-quality skilled talent needed for development [1]

Group 1 - The core viewpoint emphasizes the importance of stabilizing employment, enterprises, markets, and expectations to effectively maintain the economic foundation during challenging times [1][2][3] - In the first quarter, 3.08 million new urban jobs were created, an increase of 50,000 year-on-year, indicating a stable employment situation despite a survey unemployment rate of 5.3%, which is below the expected control target [2] - Structural employment contradictions persist, as there is a significant demand gap for positions like "couriers" and "salespeople," while there is an oversupply for roles such as "accountants" [2][3] Group 2 - The focus on employment is linked to broader economic stability, with a call for policies that support both existing jobs and the creation of new ones [3][4] - Strategies to stabilize employment include supporting foreign trade enterprises and small to medium-sized businesses, which have a large employment capacity [3][4] - New fields and projects, such as rural road construction and advancements in artificial intelligence, are expected to create additional job opportunities, highlighting the need for continuous exploration of new employment growth points [4][5] Group 3 - Improving employment quality is crucial to address the structural mismatch between job seekers and available positions, necessitating adjustments in educational programs and training to better align with market needs [4][5] - A comprehensive employment service mechanism is essential to support job seekers and enhance the quality and stability of employment [4][5] - The overall message underscores that stable employment leads to social stability, which is vital for maintaining confidence in economic development [5][6]

Employment Support Initiatives - The government is enhancing employment support for key groups, including college graduates and unemployed individuals from previous years, through the "National Recruitment Action" aimed at promoting employment until August this year [4] - Various universities in Tianjin are organizing specialized job fairs to facilitate precise matching of employment supply and demand, with a focus on fields like biological education and ecological research [6] Skills Training Programs - The Ministry of Human Resources and Social Security and the Ministry of Finance have launched the "Skills Illuminate the Future" training initiative, set to run from 2025 to the end of 2027, to enhance skills and promote employment [9] - In Inner Mongolia, diverse training courses are being offered in areas such as modern agricultural technology and e-commerce to boost employment and income in rural areas [9] Development of Local Industries - Zhenxiong County in Yunnan is expanding employment opportunities through a "park + workshop" model, which has attracted 34 enterprises and created over 1,320 entrepreneurial workshops, providing jobs for more than 59,000 people [11] - The return of individuals from other provinces to their hometowns is contributing to local employment and entrepreneurship [11] Youth Engagement in Rural Revitalization - The trend of young people returning to rural areas for entrepreneurship is growing, contributing to local economic development and income generation for villagers [13] - An example is provided by Gong Guanghui, who returned to his hometown to start a poultry business, achieving significant production and economic impact, including a projected revenue of over 100 million yuan in 2024 [15][17]

Group 1 - The core viewpoint emphasizes that "stabilizing employment" is not a passive defense but an active approach to enhance economic internal dynamics and create job opportunities, addressing the issue of "having jobs but no one to fill them" and "having people but no jobs" [1][3] - In May, over 250 provincial recruitment events are expected to provide more than 900,000 job positions, while nearly 3,000 campus recruitment events will offer over 2 million positions for college graduates [1] - The employment situation in China is more severe this year, with the number of college graduates reaching a record high of 12.22 million, and the workforce from poverty alleviation needing to remain above 30 million [1][2] Group 2 - A series of policies aimed at stabilizing and expanding jobs have been launched, with a focus on key sectors, industries, and small to medium enterprises, indicating a strong commitment to employment stability [2] - The central government has allocated 66.7 billion yuan in employment subsidies to support policy implementation, highlighting the urgency of stabilizing employment, especially for key groups such as college graduates and migrant workers [2][3] - The demand for skilled labor in emerging industries such as digital economy and smart manufacturing is rapidly increasing, with job postings for AI engineers and related positions growing by over 30% year-on-year [3][4] Group 3 - The implementation of major engineering projects and the provision of basic public services are crucial for releasing job potential at the grassroots level, particularly in the labor-intensive service sector [4] - The proportion of migrant workers engaged in the tertiary industry is projected to reach 54.6% by 2024, indicating a shift towards service-oriented employment [4] - There is a need to enhance vocational training effectiveness and increase the competitiveness of laborers to better meet the demands of the evolving job market [4]

Group 1: Policy Signals - The April Politburo meeting emphasized "stabilizing employment, economy, market, and expectations" amid external risks, marking a shift towards high-quality development and proactive policy adjustments[1] - The government plans to implement flexible and unconventional policies based on changing circumstances, focusing on timely incremental reserve policies and counter-cyclical adjustments[1] Group 2: Employment and Market Stability - The April 28 press conference highlighted coordinated efforts to stabilize domestic demand and employment, with initiatives like "trade-in" subsidies and support for service consumption[2] - The May 7 press conference focused on stabilizing the stock and real estate markets, including measures like lowering public housing loan rates by 0.25 percentage points and increasing long-term capital market participation[2] Group 3: Incremental Policies and Financial Support - The 90-day tariff "grace period" serves as a crucial window for implementing existing policies and preparing incremental measures, with strong export performance expected to continue into May[3] - The central bank's recent policies, including comprehensive reserve requirement cuts and structural monetary policy rate reductions, aim to lower commercial banks' funding costs and facilitate loan rate reductions[3] Group 4: Fiscal Policy and Revenue Trends - In Q1, broad fiscal revenue fell by 2.6% year-on-year, below the initial target of 0.2%, while fiscal expenditure increased by 5.6% due to government debt financing[4] - The issuance of local government bonds is expected to accelerate, with new special bonds projected to grow by 36.5% compared to Q1[4] Group 5: Future Focus Areas - If tariff negotiations progress positively, future policies may shift towards long-term institutional reforms and structural support, emphasizing consumer relief and income growth as key drivers for consumption[5] - Service consumption recovery remains critical, with current levels at only 87.7% of historical trends, indicating significant potential for policy-driven growth[5]

人力资源社会保障部也迅速响应，积极行动。据了解，为进一步加大对企业的支持力度，人力资源社会 保障部前期还提高了稳岗扩岗专项贷款额度，其中小微企业最高授信可达5000万元，个人最高授信1000 万元，为企业稳岗扩岗提供了有力的资金支持。近期，人力资源社会保障部会同财政部下拨了667亿元 的中央就业补助资金，为各项就业政策的顺利实施提供了坚实的资金保障。 这一系列积极举措无疑是告诉所有外贸企业，"你们不是一个人在战斗，国家和人民与你们同在！"在这 场关乎民生的挑战面前，多部门、各地方迅速响应、协同联动，一系列稳就业、促发展的政策密集出 台，全力守护就业基本盘，为经济社会稳定发展筑牢根基。 面对关税冲击带来的就业难题，我国迅速反应，从上到下打出一系列"组合拳"，彰显了我国对稳定就业 和经济发展的高度重视，也为后续政策的出台和实施指明了方向。 各方面都在努力落实党中央决策部署。国家发展改革委副主任赵辰昕在4月28日国新办举行的新闻发布 会上明确表示，在支持就业方面，主要包括鼓励企业积极稳定就业、加大职业技能培训力度、扩大以工 代赈等支持、加强就业公共服务等几项具体举措。 中国发展改革报社评论员 荆文娜 最近，浙江一家 ...

Group 1: Policy Tracking - The Central Political Bureau meeting emphasized the importance of "doing our own things well" and highlighted "stabilizing employment" as a priority in the face of external risks [1][2] - The meeting called for rapid implementation of established policies, indicating that the speed of policy rollout will increase following the Two Sessions [2] - The focus will be on high-quality development and internal stability, with a flexible and unconventional policy approach expected to address economic data fluctuations [1][3] Group 2: Employment and Economic Stability - The government is implementing measures to expand employment opportunities, focusing on traditional sectors and new growth areas, with a central budget allocation of 667 billion yuan to support these initiatives [6][8] - Specific measures target key groups such as college graduates, migrant workers, and those in difficulty, with policies including job subsidies and training support [6][7] - The employment public service system is being enhanced to better match job seekers with available positions through targeted recruitment and skills training [7][8] Group 3: Technological Innovation - The government aims to establish a globally influential technology innovation hub, with a focus on artificial intelligence and high-end industry leadership [10][11] - Emphasis is placed on enhancing the national innovation system, promoting original innovation capabilities, and addressing key core technologies [11][12] - The integration of technology and industry is prioritized, with a call for a comprehensive approach to developing new productive forces [11][12] Group 4: Financial Support for SMEs - The People's Bank of China and financial regulatory authorities are working to improve financing services for small and medium-sized enterprises (SMEs) through standardized supply chain finance practices [14][15] - New regulations aim to ensure timely payments to SMEs and prevent core enterprises from abusing their positions [14][15] - The focus is on creating a supportive environment for SMEs to thrive, with measures to enhance credit risk management and promote diverse financing models [14][15] Group 5: Market Access and Regulatory Reform - The National Development and Reform Commission is launching a six-month campaign to clear market access barriers, addressing issues such as local approvals and regulatory inconsistencies [16][17] - The initiative aims to create a unified national market by eliminating unnecessary restrictions and improving the transparency of approval processes [16][17] - Public participation is encouraged in identifying and reporting barriers to market access, enhancing accountability and regulatory efficiency [16][17]

2. 政策跟踪： 加快建成具有全球影响力的科技创新高地 2.1 中央政治局会议："坚定不移办好自己的事" 中共中央政治局4月25日召开会议，分析研究当前经济形势和经济工作。会议对外部风险高度警惕，对 内强调"办好自己的事"，并将"稳就业"放在更加突出位置。针对当前国际形势，政治局会议将其上升为"国 际经贸斗争"，与"反腐败斗争"措辞一致。在外部高度不确定性环境下，会议更加关注内部的高质量发展， 强调"坚定不移办好自己的事"，"着力稳就业、稳企业、稳市场、稳预期"。 未来，政策的灵活性和超常规性将兼备，会议提出"根据形势变化及时推出增量储备政策，加强超常规 逆周期调节"。因当前美国政策的高度不确定性，我国经济表现的可预测性也有所下降。再结合政治局会 议"要强化底线思维，充分备足预案"的表述，预计后续政策高度关注经济数据的边际变化，在数据波动加大 的时间段再度加码，保证经济增长的稳定性。 贾东旭 高级宏观分析师 侯倩楠 宏观分析师 联系人： 贾东旭 政策跟踪 政治局会议要求对既定政策的快速落实，明确提出"加紧实施"，"既定政策早出台早见效"。首先，政治 局会议敦促既定政策落地，预计两会相关政策后续落实速度将进一步 ...

◎白丽斐 记者 李苑 就业是最基本的民生。近期，人力资源社会保障部等多部门推出新一轮稳就业政策"组合拳"，包括扩容 就业空间、突出保障重点群体就业、加大职业技能培训力度等。 开栏语 中共中央政治局会议指出，"着力稳就业、稳企业、稳市场、稳预期"。近期，国新办就稳就业稳经济推 动高质量发展政策措施有关情况举行新闻发布会，多部门透露正在密集部署一系列增量政策。即日起， 上海证券报推出"稳经济增量政策"系列报道，从就业、外贸、投资、工业、消费等多维度跟踪解析政策 落地情况和实效。 市场人士表示，此次政策"组合拳"通过"短期纾困+长期转型"双轨并行，既解决企业现金流压力，又引 导资源向新质生产力领域聚集，有利于以产业带就业、以就业促产业，为保障和改善民生、激发企业内 生动力提供有力支撑。 加大岗位释放力度 围绕新质生产力发展、消费新热点打造、重点工程项目实施、基本民生服务提供等重点领域，央地出台 激励政策，加大岗位释放力度。 ■"稳经济增量政策"系列报道 高校毕业生等青年群体是稳就业的重中之重。2025届全国普通高校毕业生规模预计达1222万人，同比增 加43万人。人力资源社会保障部、教育部、财政部日前联合印发的《关 ...