大家好今天是2025年的7月6号星期天我是董小姐这个周末发生了很多重要消息啊一起来梳理一下这两天国内政策层面上对于几个行业是出现了变化的苗头我们先来说第一个关于新能源汽车刚刚呢官方代表的一些渠道对外吹风点评了一下中国商务部 最终的结果是认定欧盟的白蓝地对中国的销售是存在着倾销问题的这个消息表面上看起来是一条坏消息表面上看起来是意味着中国和欧盟的关系出现了短期的短缺 但实际上扒开揉碎去看它是一个大缓和的信号因为在这一次的反倾销调查当中虽然表面上是认定了它有倾销的行为但实际上是豁免了34家欧洲最重要的相关的企业这个就意味着给它们免除了法治 所以表面上是制裁背地里是通融所以中国的这家代表官方的媒体渠道也非常直白的点评了出来说你看中国商务部对于欧盟的相关产业是这样的一个处理方法那么是不是给欧盟也带来一些启发要知道欧盟现在还对中国的汽车产业是不是做出关税处罚悬而未决那么中国呢这边给出了 那么如果双方对于一些关键性的产业达成了某种默契的话互相行一个方便那么反过来其实对于中国汽车行业出口是存在着一个利好的而且呢除了这个之外要考虑到目前国内对于汽车行业 也有一个政策在助推就是反内卷反对价格战的政策在他的引导之下今年的下半年去 ...

Core Viewpoint - The article discusses the acceleration of the improvement of the fertility support policy system in China, highlighting the establishment and implementation of childcare subsidy systems to address the needs of families with children and the elderly [1][2][3]. Group 1: Government Initiatives - The government work report emphasizes the formulation of pro-fertility policies, the issuance of childcare subsidies, and the development of integrated childcare services to increase the supply of inclusive childcare services [1]. - The Ministry of Finance is actively cooperating with relevant departments to enhance the elderly and childcare service systems, promoting high-quality development of inclusive childcare services, and expediting the establishment of childcare subsidy systems [1]. Group 2: Local Measures - Various regions are continuously improving fertility support measures, such as the introduction of "fertility-friendly positions" in Shaanxi, which prioritize employment opportunities for individuals responsible for the care of children under 12 years old [1]. - In Hohhot, specific guidelines for childcare subsidies have been released, offering one-time subsidies of 10,000 yuan for the first child, 50,000 yuan for the second child (10,000 yuan per year until the child is 5), and 100,000 yuan for the third child and above (10,000 yuan per year until the child is 10) [2]. - Communities in Guangdong are also implementing measures to encourage childbirth, with rewards of 20,000 yuan for the second child and 30,000 yuan for the third child [2]. Group 3: Village-Level Incentives - In Tai'an, Shandong, a village has initiated a three-year pilot program offering 20,000 yuan for families with a second child and 30,000 yuan for families with a third child [3]. - In Yichang, Hubei, a village has approved a one-time subsidy of 20,000 yuan for the second child and 50,000 yuan for the third child, effective from January 1, 2024 [3]. - The analysis indicates that villages with strong economic foundations are more likely to implement these fertility rewards and subsidies, while some economically average villages benefit from the contributions of successful individuals returning to support their hometowns [3].

Group 1 - The current fertility support policy system in China is being rapidly improved, with a focus on establishing and implementing a childcare subsidy system [2][3] - The government work report emphasizes the need to formulate pro-fertility policies, issue childcare subsidies, and develop integrated childcare services [2] - Various regions are optimizing fertility measures, such as the introduction of "fertility-friendly positions" in Shaanxi, which prioritize employment for those with childcare responsibilities [2] Group 2 - In Hohhot, a detailed implementation plan for childcare subsidies has been released, offering one-time subsidies of 10,000 yuan for the first child, 50,000 yuan for the second child, and 100,000 yuan for the third child and beyond [3] - Communities in Guangdong, such as Dongguan, have launched birth reward programs, providing 20,000 yuan for the second child and 30,000 yuan for the third child [3][4] - The implementation of birth reward policies in villages like Beishangao Village in Shandong and Gongtong Village in Hubei reflects the economic strength of these communities, which can support such initiatives [4]

Core Viewpoint - A series of fertility support policies are being implemented across various provinces in China, focusing on direct financial assistance to families and creating a more favorable environment for childbirth [1][9]. Group 1: Implementation of Fertility Support Policies - Provinces such as Shaanxi and Shanghai are piloting "fertility-friendly positions" that offer flexible working hours and environments to support working parents [1][4]. - Multiple regions, including Shanghai, Fujian, Shandong, Chongqing, Gansu, and Shanxi, have fully implemented direct payments of maternity benefits to individuals [1][8]. - The introduction of a childcare subsidy system is being expedited, with various financial support measures being rolled out to alleviate the economic burden on families [7][9]. Group 2: Impact on Birth Rates - In Tianmen City, Hubei Province, the implementation of seven supportive measures led to an increase of 1,050 births in 2024, representing a 17% year-on-year growth [3]. - Direct economic support and policy guidance are expected to significantly enhance birth willingness by reducing family burdens and stimulating consumption [2][10]. Group 3: Policy Features and Public Reception - The policies include increased maternity insurance coverage, enhanced reproductive health services, and a cost-sharing mechanism for employers during maternity leave [4][10]. - Public feedback indicates a desire for more comprehensive support, including the integration of postpartum recovery services into health insurance [10]. - The effectiveness of these policies relies on a combination of economic incentives, childcare support, and workplace protections to alleviate concerns for working parents [6][10].

每日市场观察 2025 年 6 月 11 日 【今日关注】 周二市场收跌，成交额 1.45 万亿，比上一交易日增加约 1,400 亿。行 业多数下跌，银行、医药、交运、传媒、有色等行业小幅上涨，军工、 计算机、电子、通信等行业跌幅居前。 中办国办印发重要意见，国内进入合并的重要芯片和服务器上市公司复 牌，前 5 个月我国进出口数据同比增长，在上述利好信息加持下， A 股开盘以及分时走势并不算强，全天多数时间下跌行业和个股占比较大， 科技板块的表现更为弱势。午后 A 股港股一度快速下探，但盘中看不到 显著的负面信息，较大可能与正在进行的经贸磋商有关。 市场成交量继续放大，其中受到午后波动放大的影响，但盘中修复明显 且最终收盘跌幅显著收窄，表明市场具有较强的韧性，因而这种成交量 的放大，可能更多指向积极的一面。从近期系列事件综合来看，对贸易 谈判似乎不应过于担忧。 市场概况：6 月 10 日，市场午后快速走低，创业板指领跌。截至收盘， 沪指跌 0.44%，深成指跌 0.86%，创业板指跌 1.17%。 【资金面】 主力资金流向：6 月 10 日，上证净流入 66.38 亿元，深证净流入 96.42 亿元。行业板块 ...

Group 1 - The central government plans to increase the investment scale for social undertakings by over 30% compared to the end of the 13th Five-Year Plan, focusing on improving public welfare and addressing urgent needs of the population [1] - The National Development and Reform Commission (NDRC) emphasizes the importance of both "hard investment" projects and "soft construction" measures to enhance social welfare, aiming to improve the quality of life for citizens [1] - The Ministry of Human Resources and Social Security will focus on expanding social insurance coverage for flexible employment, migrant workers, and new employment forms, while removing household registration restrictions for flexible employment insurance [2] Group 2 - The Ministry of Finance plans to increase budget allocations for education, social security, and employment to nearly 4.5 trillion yuan, with respective growth rates of 6.1% and 5.9% [2] - The basic pension for urban and rural residents will see a monthly minimum increase of 20 yuan, benefiting over 300 million elderly individuals through enhanced financial support [3] - The Ministry of Education aims to improve higher education quality and expand capacity by optimizing resource allocation and enhancing industry-academia integration [4] Group 3 - The Ministry of Civil Affairs will refine social assistance mechanisms to ensure equitable and sustainable support for low-income groups, including the establishment of a national information-sharing system for social assistance [5] - The government will implement a targeted approach to social assistance, ensuring that aid measures are tailored to the specific needs of disadvantaged populations [5]

·商务部发布关于原产于欧盟的进口相关猪肉及猪副产品反倾销调查的延期公告：根据《中华人民共和 国反倾销条例》的规定，2024年6月17日，商务部发布2024年第23号公告，决定对原产于欧盟的进口相 关猪肉及猪副产品进行反倾销立案调查。鉴于本案情况复杂，根据《中华人民共和国反倾销条例》第二 十六条的规定，商务部决定将本案的调查期限延长至2025年12月16日。 ·6月10日，财政部社会保障司负责人葛志昊在国新办新闻发布会上表示，在"一老一小"服务方面，财政 部积极配合有关部门完善养老育幼服务体系，推进社区支持的居家养老服务，加强失能老年人照护服 务，促进普惠托育服务高质量发展，抓紧建立实施育儿补贴制度，有关工作正在加快推进，确保更好满 足人民群众对"一老一小"方面的服务需求。 ·6月10日，国家发展改革委副秘书长肖渭明在国新办新闻发布会上表示，预计今年支持社会事业的中央 预算内投资规模将比"十三五"末提高30%以上。在组织实施"硬投资"项目同时，国家发展改革委还将加 快出台落实"软建设"的举措，完善"项目+政策"双轮驱动，推动以投资换机制，努力做到补短板、扩内 需、惠民生效益的充分显现。 【重点关注】 ·《直播电 ...

"总体思路还是没太大变化，但方案目前还不能公布"，上述人士称。 就在一天前，中办、国办《关于进一步保障和改善民生着力解决群众急难愁盼的意见》（以下简称， 《意见》）公开发布，围绕解决人民群众在民生保障方面最关心最直接最现实的利益问题，《意见》 提出4方面10条政策举措。 有关托育部分，《意见》提出，多渠道增加公建托位供给，大力发展社区嵌入式托育和家庭托育点， 支持有条件的幼儿园延伸发展托育服务，用10年左右时间，推动有条件的大城市逐步实现嵌入式等 普惠托育覆盖80%以上社区。推动普惠托育纳入企事业单位职工福利体系，用人单位开展普惠托育 服务的有关支出，按规定从职工福利费中列支，用人单位工会经费可以适当补充。 文 / 高歌 有关"一老一小"普惠服务的"软建设"力度正在加大。 6月10日，国新办举行新闻发布会，介绍进一步保障和改善民生有关政策情况。财政部社会保障司负 责人葛志昊表示， 2025年，财政对民生领域的投入力度进一步加大。促进普惠托育服务高质量发 展，正抓紧建立实施育儿补贴制度。 2024年10月，和讯网了解到，相关部门对涉及养老、托育补贴政策的调研正在进行。 "现在共识已 经达成，但是具体的实施路径， ...

Group 1 - The Ministry of Finance is accelerating the establishment and implementation of a childcare subsidy system [1] - Ren Zhengfei stated that artificial intelligence may be the last technological revolution for human society, with nuclear fusion in energy also being a possibility [2] - UBS's emerging markets strategist Xingchen Yu believes global investors should continue to strategically invest in Chinese stocks, as Chinese tech stocks have further upside potential [3] Group 2 - As of the midday close, the Shanghai Composite Index rose by 0.11%, while the Shenzhen Component Index fell by 0.23%, and the ChiNext Index decreased by 0.36% [4] - The Hang Seng Index increased by 0.33%, while the Hang Seng Tech Index declined by 0.33% [4]

财政部社会保障司负责人葛志昊6月10日在国新办新闻发布会上表示，在"一老一小"服务方面，财政 部积极配合有关部门完善养老育幼服务体系，推进社区支持的居家养老服务，加强失能老年人照护 服务，促进普惠托育服务高质量发展， 抓紧建立实施育儿补贴制度，有关工作正在加快推进， 确 保更好满足人民群众对"一老一小"方面的服务需求。 ...