转自：证券时报 人民财讯7月30日电，中共中央政治局7月30日召开会议，会议强调，要扎实做好民生保障工作。突出就 业优先政策导向，促进高校毕业生、退役军人、农民工等重点群体就业。落实好惠民政策，健全分层分 类社会救助体系。夯实"三农"基础，推动粮食和重要农产品价格保持在合理水平。巩固拓展脱贫攻坚成 果，确保不发生规模性返贫致贫。始终把人民群众生命安全放在第一位，加强安全生产和食品安全监 管，全力做好防汛应急抢险救灾，保障迎峰度夏期间能源电力供应。做好"十五五"规划编制工作。 ...

Group 1 - The article emphasizes the need for the Ministry of Finance to align its actions with the central government's analysis of the economic situation, promoting high-quality economic and social development through effective fiscal policies [1][22] - The Ministry plans to implement a childcare subsidy system, gradually promote free preschool education, and provide subsidies for elderly care services for disabled seniors to better meet the service needs of the population [1][23] Group 2 - The Ministry of Finance aims to enhance employment stability through policies such as job retention subsidies, tax reductions, and employment support for key groups [1][23] - There is a focus on increasing educational support and improving the quality of educational resources, alongside the implementation of social security, healthcare, and welfare policies to ensure basic living standards for vulnerable groups [1][23] Group 3 - The Ministry is committed to accelerating the issuance and utilization of long-term special bonds and local government bonds to create tangible work output as part of its fiscal policy [1][22] - The article highlights the importance of using fiscal funds to guide and stimulate economic activity, ensuring that various policy effects are continuously released [1][22]

Group 1 - The article emphasizes the need for a more proactive fiscal policy to enhance economic stability and growth through increased fiscal counter-cyclical adjustments [1] - It highlights the importance of issuing and utilizing ultra-long special bonds and local government special bonds to generate tangible work output promptly [1] - The article discusses the role of fiscal funds in guiding and stimulating policy effectiveness, particularly in supporting traditional industry upgrades and the development of emerging industries [1] Group 2 - The article stresses the importance of strengthening social welfare measures to address urgent public concerns, including employment stability and educational support [2] - It advocates for the implementation of a childcare subsidy system and the gradual introduction of free preschool education to better meet the needs of families [2] - The article calls for enhanced social security, healthcare, and assistance policies to ensure basic living standards for vulnerable populations [2] Group 3 - The article outlines the need for continuous reform of the fiscal and tax system to improve governance efficiency and budget management [3] - It suggests optimizing the VAT refund policy and developing tax systems that align with new business models [3] - The article emphasizes the importance of enhancing local fiscal autonomy through improved transfer payment systems [3] Group 4 - The article focuses on promoting consumption to expand domestic demand and unlock market potential [4] - It discusses the need to improve policies supporting service consumption in areas such as elderly care, childcare, culture, and tourism [4] - The article highlights the importance of coordinating fiscal and financial policies to better meet consumer demand and support the real estate market's sustainable development [4]

金十数据7月30日讯，财政部部长蓝佛安在学习时报刊文表示，加强民生保障，推动解决人民群众急难 愁盼问题。加大稳就业政策实施力度，有力实施稳岗返还、税费减免、就业补贴等政策，强化重点群体 就业保障。加大教育发展支持力度，推动教育资源扩优提质。深入实施社保、医疗、优抚等有关补助政 策，健全分层分类社会救助体系，保障好困难群众基本生活。抓紧实施育儿补贴制度，逐步推行免费学 前教育，发放失能老年人养老服务补贴，更好满足人民群众在"一老一小"方面的服务需求。 财长蓝佛安： 抓紧实施育儿补贴制度，逐步推行免费学前教育 ...

Core Points - The average urban minimum living standard in Shanxi Province is 669 CNY per person per month, while the rural minimum living standard is 555 CNY per person per month as of June 30 [2][5] Social Welfare and Support - Continuous efforts are being made to expand and enhance the minimum living guarantee, with local governments guided to scientifically adjust the minimum living standards to ensure basic living conditions for vulnerable populations [2] - A dynamic monitoring information platform for low-income populations is being developed to facilitate information gathering, regular monitoring, and rapid warning systems [2] - The "Jin Xin Jiu" one-stop social assistance service platform is being established to enable mobile and fingertip access to assistance services [2] Social Organization Management - A special action for the standardized construction of social organizations is being deployed to improve management and service levels, promoting healthy and orderly development [3] - Regular audits and checks are being conducted on social organizations, with 24 illegal organizations being dealt with so far [3] - A total of 19,702 social organizations are currently registered in the province [3] Social Affairs Management - Efforts are being made to enhance the public welfare attributes of the funeral industry and promote the construction of funeral infrastructure to ensure comprehensive coverage of beneficial funeral policies [5] - A temporary method for rewarding eco-friendly burial practices has been issued to encourage residents to adopt such methods [5] - The new revised marriage registration regulations are being implemented to allow nationwide marriage registration [5] Elderly Care Initiatives - The "San Jin Silver Age Action" is being launched to engage elderly volunteers in community service [6] - The province is promoting the construction of an elderly-friendly society and advocating for policies supporting the replacement of consumer goods [6] - The implementation of the 2025 provincial government livelihood projects is underway, with over 50% completion rates for urban community elderly care projects and regional service centers [7] Child Welfare Protection - The basic living standards for orphans and children without guardians are being adjusted to ensure their welfare [8] - Ongoing initiatives are in place to improve the quality of care for rural left-behind children and children in difficult situations [8] - A pilot program for "open-door" operations in child welfare institutions is being conducted to share professional resources with children in need [8] Charity and Philanthropy - The annual reporting and inspection work for charitable organizations and foundations for 2024 is being organized [9] - A total of 268 charitable organizations have been legally established in the province, with 26 qualified for public fundraising [9]

Core Points - The meeting focused on the "14th Five-Year Plan" development journey and insights, as well as the challenges and strategic directions for the "15th Five-Year Plan" in Hangzhou [1][2] - Experts discussed key areas such as technological innovation, digital economy, modern industrial system, reform and opening-up, private sector vitality, urban-rural integration, green development, urban renewal, common prosperity, talent cultivation, and social welfare [1][2] Group 1 - The meeting was chaired by the Chairman of the Municipal Political Consultative Conference, Ma Weiguang, and included contributions from seven experts [1] - The importance of compiling the "15th Five-Year Plan" was emphasized as a significant task for the city this year [2] - The meeting aimed to gather expert opinions to enhance the planning process and ensure high-quality development in Hangzhou [2] Group 2 - The discussions were aligned with the directives from Xi Jinping regarding the planning work and the development of Hangzhou [2] - The focus was on achieving high-quality development and establishing Hangzhou as a model for modern Chinese cities [2] - The meeting aimed to leverage the expertise of the Political Consultative Conference to propose forward-looking and feasible suggestions for the "15th Five-Year Plan" [2]

Group 1 - China's fiscal revenue for the first half of the year reached 11.56 trillion yuan, indicating stable fiscal operations that support economic and social development [14] - The scale of fixed asset investment in transportation for the first half of the year was 1.6474 trillion yuan, with over 2 trillion yuan allocated for various social welfare funds [15] - The number of international wetland cities in China has increased to 22, maintaining the highest total globally [16] Group 2 - The "Million Talents Gather in South Guangdong" initiative has attracted over 1 million recent college graduates for employment and entrepreneurship in strategic industries [24] - The implementation of mandatory national standards for electric bicycles has been reinforced by four government departments to enhance product supply [24] - The box office for the summer film season in 2025 has surpassed 4.5 billion yuan, with over 115 million admissions recorded [24]

Core Viewpoint - The implementation of employee mutual assistance insurance in the province is aimed at improving the welfare of workers and enhancing social stability, with significant participation and funding achieved this year [1][2] Group 1: Employee Mutual Assistance Insurance Overview - A total of 1.72 million employees have participated in the mutual assistance program this year, with 25,000 employees receiving a total of 35 million yuan in mutual assistance funds [1] - The program, organized by labor unions, allows employees to voluntarily contribute 80 yuan annually to access up to 100,000 yuan in reimbursement for medical expenses, referred to as "union secondary medical insurance" [1] Group 2: Implementation and Achievements - The provincial labor union has prioritized the advancement of employee mutual assistance insurance as one of the key initiatives for improving people's livelihoods this year [1] - In Linyi City, the local labor union has adopted a "number one project" approach to effectively promote mutual assistance insurance, achieving a 260% completion rate of the annual plan by engaging various levels of labor unions [2] - As of now, Linyi City has 659 insured units and 75,861 insured employees, exceeding the annual plan by 113% [2] Group 3: Future Directions - The provincial labor unions will focus on expanding coverage, improving quality, and increasing efficiency in the mutual assistance insurance program to contribute to the modernization efforts in the region [2]

Group 1 - The core viewpoint emphasizes that Chinese-style modernization prioritizes people's livelihoods and well-being [1][2] - Employment is identified as the most fundamental aspect of people's livelihoods, with overall stability in employment and continuous increase in residents' income reported in the first half of the year [3] - Various policies are being implemented to support key groups in employment, ensuring a safety net for vulnerable populations [4] Group 2 - Policies to encourage enterprises to absorb employment include a one-time expansion subsidy of 1,000 yuan per person for hiring recent graduates and other key groups [5] - The government has increased the special loan limits for small and micro enterprises, with a maximum credit of 50 million yuan for enterprises and 1 million yuan for individuals [5] - New professions and job opportunities are being created in response to technological advancements, such as drone flying planners, which are recognized as new occupations by the Ministry of Human Resources and Social Security [6][7] Group 3 - Investment in human resources and increased funding for social welfare are highlighted as essential for improving people's livelihoods, with a projected budget of nearly 4.5 trillion yuan for education, social security, and employment by 2025 [8] - The government is actively working to expand social security coverage and improve accessibility, with significant financial allocations for supporting low-income groups and enhancing public health services [9] Group 4 - Efforts to enhance basic public services and ensure equitable access are underway, with initiatives aimed at addressing urgent public concerns and improving service quality [13][14] - Housing security measures are being strengthened, with substantial funding allocated for affordable housing projects and rental assistance for graduates [12] Group 5 - The transformation of development achievements into improved living standards is emphasized, showcasing the connection between public welfare and economic growth [15]

Core Viewpoint - The article discusses the performance and management of the fund "Oriental Theme Selection" (400032), highlighting its long-term underperformance and recent recovery efforts under new management [2][3]. Fund Overview - The fund was established on March 23, 2015, and has a cumulative net value of 0.9978 yuan, reflecting a -0.22% performance since inception [2][11]. - The fund has experienced significant fluctuations, particularly during market downturns, leading to a current net value that is still below the initial investment [2][3]. Management Performance - The current fund manager, Zhou Siyue, has managed the fund since November 13, 2023, with a return of -9.02% during his tenure [2][3]. - The previous manager, Jiang Qian, achieved a remarkable return of 122.18% over nearly five years, successfully bringing the fund back to break-even [2][3]. Recent Market Analysis - In the first quarter of 2025, despite poor performance in the US stock market, the A-share market showed moderate growth, particularly in small-cap sectors driven by innovations in AI and robotics [3]. - The macroeconomic environment remains stable but uncertain, with low growth rates in investment, exports, and consumption [3]. Fund Performance Metrics - Year-to-date performance is +2.98%, with a ranking of 1365 out of 2296 in its category [11]. - Over the past year, the fund has gained 14.51%, ranking 977 out of 2253, which is considered good [11]. - The fund's three-year performance shows a decline of -34.42%, ranking poorly at 1852 out of 2039 [11]. Fund Holdings - As of the first quarter of 2025, the fund's major holdings include stocks from non-bank financial institutions, such as Dongfang Caifu, China Galaxy, and CITIC Securities [14]. - The fund has seen a significant reduction in total shares over the past two to three years, decreasing by over 5.5 billion shares, which is more than 44% [13][14].