FICC日报 | 2025-06-05 消费板块连续领涨，股指上涨 市场分析 美国就业不及预期。国内方面，人社部等四部门印发通知，组织开展人力资源服务业与制造业融合发展试点工作。 试点工作将在30个左右具备条件的城市开展先行先试，通过3年左右的努力，培育一批面向制造业的专业人力资源 服务机构，打造一批融合发展平台载体和联合体，发展一批支持制造业高质量发展的人力资源服务创新技术、产 品、模式，形成一批推动人力资源和实体经济、科技创新深度协同的政策体系和有效模式。海外方面，美国5月ADP 就业人数增3.7万人，预期增11.0万人，前值增6.2万人。美国5月份的招聘速度达到2023年3月以来的最低水平。数 据发布后，特朗普表示，鲍威尔现在必须降息。他还表示，"这令人难以置信，欧洲已经降息九次了"。此外，美 国5月ISM非制造业PMI为49.9，为近一年来首次萎缩，预期52.0，前值51.6。 股指上涨。现货市场，A股三大指数全线上涨，上证指数涨0.42%收于3376.2点，创业板指涨1.11%。行业方面，板 块指数涨多跌少，美容护理、纺织服饰行业继续领涨，仅交通运输、国防军工、公用事业、银行行业收跌。当日 沪深两市 ...

以"青春有为·共创未来"为主题的第七届两岸（湖北）青年东湖交流季近日在武汉启动。海峡两岸400余 位青年代表相聚湖北大学，畅叙青春友谊，共话融合发展。本届交流季为期3个月，聚焦"发展与融 合"，设"青历""青创""青传"三大板块，通过台青分享在鄂交流和打拼故事，促进两岸青年交流交心、 互学互鉴。 通过文化找到更多联结 武汉热干面、潜江小龙虾、台湾蚵仔煎……活动现场，两岸美食成为沟通大家情感的桥梁。台湾90后短 视频博主曾馨卉，跑遍武汉三镇，拍摄、发布与两岸美食相关短视频近300期，勾连起跨越海峡的"舌尖 共鸣"，受到两岸青年的喜爱。 "未来希望扎根武汉，吃遍湖北和大陆。"曾馨卉笑着说，"我会用镜头记录下这些味道背后的故事，让 两岸同胞通过美食文化找到更多同根同源的情感联结。"她扎根武汉已经数年，被市民亲切地称为"我们 台青在武当山感受传统文化魅力。 武汉的台妹"。曾馨卉透露，除美食外，她今年还发布了带家人登黄鹤楼和游长江、体验光谷空轨、乘 坐无人驾驶汽车等视频内容，推介江城日新月异的发展变化和多元魅力。 临近武当山山顶金殿时，行走在青石台阶上的吕纯纯放慢了脚步，细细感悟脚下这块土地厚重的历史和 人文底蕴。她毕 ...

党的二十届三中全会通过的《中共中央关于进一步全面深化改革、推进中国式现代化的决定》对完善城 乡融合发展体制机制作出部署，强调"促进城乡要素平等交换、双向流动"。这是缩小我国城乡差别、促 进城乡共同繁荣发展的重要途径。 党的十八大以来，我国城乡融合发展取得显著成效，常住人口城镇化率由2013年的53.73%提升至2024 年的67.00%，城乡居民收入比由2013年的2.81降至2024年的2.34。然而也要看到，当前土地、劳动力、 资本等要素在城乡间的高效顺畅流动仍面临一些制度障碍，这在一定程度上影响了资源的优化配置，阻 碍了城乡的互促互进。 城乡建设用地市场呈现二元特点。土地是支撑经济社会发展的重要保障。促进土地要素在城乡间双向流 动，不仅能够优化土地资源配置、提高土地利用效率，还能够增加农民财产性收入，缩小城乡收入差 距。我国城乡土地管理制度有所不同，城市的土地属于国家所有，农村和城市郊区的土地，除由法律规 定属于国家所有的以外，属于集体所有。城乡土地要素市场化程度差异较大，城乡建设用地市场尚未统 一。同时，相关法律保障、配套机制还不完善，宅基地"三权分置"改革有待深化，农村不少"沉睡"的土 地资源亟待盘 ...

Core Viewpoint - The Ministry of Human Resources and Social Security, along with three other departments, has issued a notice to initiate pilot projects for the integration of human resources services with the manufacturing industry, aiming to promote high-quality and full employment while supporting the construction of a modern industrial system [1] Group 1 - The pilot projects will be conducted in approximately 30 cities that meet specific criteria, with an expected duration of around three years to cultivate specialized human resources service institutions for the manufacturing sector [1] - The selected pilot cities should have a significant manufacturing scale, a developed human resources service industry, abundant educational talent resources, and strong regional demonstration effects [1] - The initiative aims to create a policy system and effective models that promote deep collaboration between human resources and the real economy, as well as technological innovation [1] Group 2 - The notice emphasizes the establishment of recruitment and employment alliances by supporting human resources service institutions to collaborate with upstream and downstream enterprises in the manufacturing industry [2] - It encourages the development of cross-enterprise training centers and talent service groups by human resources service institutions in partnership with large enterprises and industry leaders to enhance labor quality and human resource development [2] - The data indicates that the human resources service industry serves over 50 million employers annually, with approximately 40% being manufacturing enterprises, leading to the creation of numerous specialized human resources service scenarios tailored for the manufacturing sector [2]

Core Viewpoint - The integration and modernization of the Yangtze River Delta region is a critical national strategy for achieving Chinese-style modernization and the great rejuvenation of the Chinese nation [1] Urban and Rural Development Planning - The Yangtze River Delta is one of China's most economically active and innovative regions, necessitating an overall plan for urban and rural development as a foundational project for modernization [2] - The region faces issues of urban concentration and uneven distribution, leading to "big city diseases" and "small city shrinkage," requiring a multi-layered network of regional centers [2] Industrial Development - The overall planning should focus on the integration of industrial and innovation chains, promoting collaborative development within urban clusters [3] - Different cities should specialize in distinct industries, such as Shanghai in financial technology, while rural areas should leverage ecological and agricultural strengths [3] Education, Technology, and Talent - The integration of education, technology, and talent is essential for reconstructing the innovation ecosystem, requiring a collaborative development system [4] - The region should establish a network for shared educational resources and collaborative research projects among universities [4] Talent Development - The Yangtze River Delta should optimize a flexible talent flow ecosystem, promoting cross-province mutual recognition of qualifications and implementing a "talent green card" system [5] - A unified talent evaluation standard and attractive policies are necessary to retain high-end talent [5] Integration of Industries - The integration of primary, secondary, and tertiary industries is crucial for creating a globally competitive industrial cluster [6] - Digital technology should empower agricultural modernization and enhance the manufacturing sector [7] Resource Allocation - Coordinated resource allocation in the Yangtze River Delta involves balancing development rights and protection responsibilities [8] - A unified planning and dynamic optimization system for resource allocation is needed to maximize efficiency and ensure equitable regional development [8] Comprehensive Modernization Strategy - Achieving synchronized modernization in the Yangtze River Delta requires a multi-faceted approach, including urban-rural integration, collaborative education and technology systems, industrial integration, and coordinated resource allocation [9]

"苏超"爆火还有更多启示意义。其一，它再度证明，群众体育大有可为，从来不是"低配版"职业赛事， 而是拥有自身独特的魅力和价值。"业余"的力量超乎想象，以职业化标准办赛，以互联网思维运营，以 特色文化赋能，就能点燃大众参与的热情。其二，竞技魅力与乡土情怀的"化学反应"，让我们看到"体 育+城市"融合发展的更多可能。网友对"苏超"的热议已经超出赛事本身，深入到对各地历史文化的探 讨、对地域特色的关注、对地方发展环境的评价，演化成为各地城市嘉年华"打call"。其三，成功办赛 要念好"诚意经济学"。从训练补助到亲民票价，从观赏体验到消费创新，这场赛事接地气、冒热气，拿 出满满的诚意、周到的服务，宠球员也宠看客，这才有了赛场里的火热与赛场外的"富贵"。 有拼搏、有团结、有对生活的热爱，"苏超"就像一面镜子，照出了"各显神通"的竞争背后"抱团破圈"的 默契。所以说，"苏超"接下"泼天富贵"，偶然之中更有必然。 （文章来源：广州日报） 刚刚过去的端午假期，江苏省城市足球联赛火爆出圈，被网友称之为"苏超"，多次冲上热搜。 继"村超"后，"苏超"再成现象级群众性赛事。从场均观众突破万人到专业足球网站开辟"苏超"积分榜专 区， ...

Domestic News - The central government plans to support 20 cities, including Beijing and Tianjin, with over 20 billion yuan for urban renewal actions, aiming to establish a sustainable urban renewal mechanism and address infrastructure shortcomings [2] - In the first four months of this year, 5,679 old urban residential areas were renovated nationwide, with six regions, including Hebei and Chongqing, having a renovation rate exceeding 50% [2] - The China Passenger Car Association estimates that wholesale sales of new energy passenger vehicles will reach 1.24 million units in May, a year-on-year increase of 38% and a month-on-month increase of 9%, with cumulative sales from January to May expected to be 5.22 million units, up 41% year-on-year [2] - The Ministry of Human Resources and Social Security announced that it will conduct pilot programs for the integration of human resources services and manufacturing in about 30 cities to promote high-quality employment [2] International News - The Australian Bureau of Statistics reported a 0.2% quarter-on-quarter GDP growth and a 1.3% year-on-year growth for the first quarter of 2025 [3] - The U.S. White House announced an increase in import tariffs on steel and aluminum products from 25% to 50% to address national security threats and enhance domestic industry competitiveness [3] - Thailand's manufacturing sector saw its Purchasing Managers' Index (PMI) rise from 49.5 in April to 51.2 in May, indicating a return to expansion after two months of contraction [3]

中国发展网讯 近年来，安徽省深入实施以城带乡战略，通过基础设施延伸、公共服务覆盖、优质 要素流动三大举措，促进城镇资源向乡村下沉，持续缩小城乡发展差距。最新数据显示，2025年一季度 全省城乡居民收入比已缩小至2.0：1，城乡融合发展取得显著成效。 要素流动机制创新 激发乡村内生动力 安徽省打破人才流动壁垒，建立城市人才入乡激励机制，对农业、林业等系统专业技术人才实行职 称"定向评价、定向使用"政策；金融支持力度持续加大，开展农村金融服务"村村通"，涉农贷款余额达 2.49万亿元；科技赋能成效显著，建成覆盖行政村的科技服务体系，实现行政村服务全覆盖。开展农业 产业互联网平台建设，农业生产信息化率54.9%位居全国首位。 安徽省持续深化城乡要素市场化配置改革，重点加强县域商业体系建设和乡村产业培育，让城镇资 源"下得去"、乡村要素"活起来"，为全面推进乡村振兴提供坚实支撑。（华焘） 基础设施互联互通 打通城乡"最后一公里" 安徽省着力构建城乡一体化基础设施网络。在交通领域，全省积极推进农村客运班线公交化改造， 具备条件的建制村通公交比例达70%。实施农村公路提质改造工程，建制村通双车道及以上公路比例超 62.5 ...

Core Viewpoint - The event "Four Seasons Village Song" and the fifth Harvest Season of Gujing Gongjiu serves as a platform for the company to showcase its quality and cultural heritage while celebrating the harvest [1] Group 1: Quality and Production - The Huanghuai Plain is highlighted as a natural cradle for the quality of Gujing Gongjiu, providing favorable climatic and soil conditions for the growth of high-quality soft winter wheat [3] - The production process of "Taohua Chunqu" is complex and requires strict quality control, with only the best soft winter wheat from the Huanghuai Plain meeting the standards [5] - Gujing Gongjiu's birthplace, Bozhou, is recognized as a significant grain production base and a renowned liquor-producing region, ensuring a steady supply of quality raw materials [6] Group 2: Technological Innovation and Management - Gujing Gongjiu has established a three-dimensional monitoring system in its raw grain bases to ensure 100% traceability and quality control of the wheat used for brewing [8] - The company has launched a smart management platform for raw grain cultivation, integrating ecological wisdom and technological innovation [8] - The establishment of the Gujing Gongjiu Grain Research Institute aims to enhance product quality through scientific research and the development of new wheat varieties [10] Group 3: Agricultural Integration and Future Development - Gujing Gongjiu promotes order agriculture by signing contracts with farmers, providing them with seeds, fertilizers, and technical support, ensuring a reliable supply of quality raw materials [12] - The company aims to leverage the unique advantages of the Bozhou region to continuously improve product quality and contribute to the prosperity of the Chinese liquor industry [12]

Group 1 - The core viewpoint of the article highlights the successful selection of two planning cases from Hangzhou, which serve as innovative examples for rural land spatial planning and urban-rural integration [1][3] - The planning for Tangqi Town emphasizes a balanced approach between protection and development, focusing on optimizing existing land use and promoting ecological tourism [1][2] - The planning for Pu Yang unit aims to create a vibrant and culturally integrated town, breaking administrative boundaries and establishing a "Agriculture+" model to support rural revitalization [3] Group 2 - The integration of urban and rural areas is exemplified by the creation of a "15-minute public life circle," enhancing access to education, healthcare, and cultural services for residents [2] - The planning initiatives in both Tangqi and Pu Yang demonstrate Hangzhou's innovative capacity in land spatial planning, proving that scientific planning can optimize resource allocation and drive common prosperity [3] - Future efforts will focus on enhancing the overall framework of land spatial planning, ensuring effective implementation and evaluation to support rural revitalization and new urbanization across the province and nationwide [3]