Core Viewpoint - The integration of rail transit in the Yangtze River Delta is breaking administrative boundaries and fostering a unified market, promoting regional innovation and industrial collaboration [1][10]. Group 1: Rail Transit Development - The construction of "Railway on the Yangtze River Delta" is advancing from unified technical standards to cross-province collaborative operations [2]. - The establishment of the Suwan Rail Transit Operating Company with a registered capital of 100 million yuan aims to enhance cross-province city and regional railway operations [2][5]. - The planned establishment of the Ring Shanghai Rail Transit Operating Company by the end of 2024 will further integrate rail transit operations in the region [3]. Group 2: Infrastructure and Connectivity - The Yangtze River Delta aims to complete the basic construction of "Railway on the Yangtze River Delta" by 2025, with approximately 17,000 kilometers of planned mainline railway, including about 8,000 kilometers of high-speed rail [8]. - As of now, the operational railway mileage in the Yangtze River Delta has exceeded 15,000 kilometers, with over 7,700 kilometers of high-speed rail [8]. - The region has seen the completion of 667.6 kilometers of new railway mileage since 2024, enhancing connectivity and promoting the "same city" effect [8]. Group 3: Economic Integration and Market Development - The Yangtze River Delta is actively working towards building a unified market by standardizing regulations and resource markets across the region [10]. - The implementation of a new transportation model for hazardous goods has reduced transportation time for electric vehicles from inland to port from 5-6 days to 2-3 days, with a 15% reduction in costs [10]. - The region's economic output surpassed 33 trillion yuan in 2024, increasing its share of the national economy from 23.9% in 2018 to 25.2% in the first quarter of this year [14]. Group 4: Technological and Industrial Innovation - The Yangtze River Delta has strengthened its technological innovation capabilities, with 28 major research facilities and over 49,000 large scientific instruments [13]. - A joint tackling plan has been implemented, focusing on integrated circuits, artificial intelligence, biomedicine, and future industries, with over 329 enterprise demands collected [14]. - The total financial investment in the joint tackling plan has exceeded 17 billion yuan, supporting 87 projects, including basic research [14].

标准化建设推动全国统一大市场构建 期货市场的核心价值在于形成全国统一的价格体系。过去各地检尺标准不一，差异大的甚至能达到15%，严重阻碍了跨区域流通。原木期货的推出建立了统 一的质量标准和交易规则，为资源要素在全国范围内的优化配置奠定基础。 苏州正鑫众建材贸易有限公司与苏州森海供应链管理有限公司在江苏省太仓市完成了全国首笔采用"机器+人工"检尺的原木期转现交易。这一交易严格依照 大商所原木期货交割流程和国标检尺标准开展，有助于产业企业加深对原木期货的理解，进一步提升原木现货贸易的标准化程度。 临港物流作为大商所原木期货指定车板交割场所，拥有12万立方米可交割库存，新建的数字化监管仓库完全符合交易所相关标准。自原木期货上市半年来， 关注、学习期货交割质量标准的企业越来越多，尝试采用国标检尺的现货贸易也越来越多，标志着行业标准化建设取得重大进展。 国标检尺的优点在模拟交割中得到充分体现。买卖双方有了一致认可的标准，摩擦纠纷大大减少。原木交割流程的设计重视保障实际货物的顺畅流转，在标 准框架下，交割过程中买卖双方可进行友好协商，对明显有质量问题的单根原木可进行抽出调换，有利于保障原木交割安全高效进行。山东隆盛作为年 ...

产业现状：从"利润丰厚"到"保本经营" 山东港口日照港集团于1999年开始原木作业，2009年原木吞吐量首次突破100万立方米，今年3月以83万 立方米刷新全国港口木材单月吞吐量纪录，是国内主要的原木进口港，进口来源地主要为新西兰、加拿 大、俄罗斯、美国、巴西、阿根廷等，货类主要有辐射松、北美材、俄材、火炬松、云杉等。 大商所原木期货的上市，给我国木材产业带来了一轮历史性变革。近期，期货日报记者参加了由大商所 支持、中国木材和木制品流通协会组织实施的"中木协原木产业链调研"活动，走进日照等国内主要原木 贸易加工区域。 其间，记者在山东日照、江苏太仓等多家原木贸易、加工企业调研时发现，在房地产下行、国际贸易摩 擦加剧的背景下，期货工具正成为企业抵御市场风险的新"武器"。以原木期货上市为契机，不少木材企 业开始逐步尝试新的贸易模式，这不仅有助于行业标准化、规范化发展，更推动了全国统一大市场建设 进程。 走进山东日照港岚山港区，记者看到来自新西兰的一艘货轮正在卸货。"这批4.5万立方米的辐射松，是 国内某贸易商进口的货物。"该港口相关负责人介绍，大尺寸原木货船库容多为4.5万立方米，小尺寸原 木货船库容多为3万立方 ...

报告正文 二、 政策高频：高质量共建"一带一路" 一 、 总理出访东南亚：高质量共建"一带一路" 5月24至5月28日，李强总理访问印度尼西亚，赴马来西亚出席东盟－中国－海合会峰会。李强总理在印 度尼西亚同印度尼西亚总统普拉博沃会谈、会见印尼国会议长布安、出席中国－印尼工商界晚宴和在印尼中 资企业座谈会，在马来西亚出席东盟－中国－海合会三方经济论坛开幕式并致辞、会见科威特王储萨巴赫、 马来西亚总理安瓦尔、柬埔寨首相洪玛奈和越南总理范明政。总理指出，中方愿同东盟、海合会商讨制定三 方高质量共建"一带一路"行动计划，加强基础设施、市场规则、支付体系等对接联通，积极探讨建立区域商 业理事会，深入推进经济一体化，不断提升发展的韧性和效率。 二 、 国务院反垄断反不正当竞争委员会专家咨询组召开会议 5月21日，国务院反垄断反不正当竞争委员会专家咨询组召开2025年全体会议。会议强调，要紧紧围绕 委员会工作部署，紧扣加快构建全国统一大市场、综合整治"内卷式"竞争、加强竞争监管执法等重点任务， 主动担当、积极作为，更好履行专家咨询组职责，为提升公平竞争治理能力、维护公平竞争市场秩序贡献智 慧力量。 | 时间 | 事件 | ...

5月31日，国家统计局服务业调查中心和中国物流与采购联合会发布了中国采购经理指数。数据显示，5 月份，制造业采购经理指数（PMI）为49.5%，环比上升0.5个百分点；非制造业商务活动指数为 50.3%，环比下降0.1个百分点；综合PMI产出指数为50.4%，环比上升0.2个百分点，我国经济总体产出 保持扩张。 中国物流与采购联合会特约分析师张立群向《证券日报》记者表示，5月份PMI指数出现回升，表明加 紧实施更加积极有为的宏观政策综合成效已开始显现。同时，生产指数、采购量指数、新订单指数均出 现回升，表明在多项政策综合效应下，企业预期改善，生产经营活动有回暖迹象。 企业预期有所回升 5月份PMI环比上升，显示出经济运行有所回稳。分项指数变化显示，需求整体趋稳运行，企业生产止 降回升，新动能持续向好发展，大型企业回升向好，小型企业有所改善，企业预期有所回升。 具体来看，生产指数为50.7%，环比上升0.9个百分点，升至临界点以上，制造业生产活动有所加快；新 订单指数为49.8%，环比上升0.6个百分点。 值得关注的是，进出口指数均有回升。新出口订单指数和进口指数分别为47.5%和47.1%，分别环比上 升2. ...

（文章来源：经济日报） 北京市发展改革委体改处处长郝婧说，《工作要点》聚焦数据、资本、技术等要素市场制度建设问题， 提出深化要素市场化配置综合改革的一揽子措施。今年，北京将重点培育全国一体化数据市场，开展数 据基础制度先行先试，实行全市公共数据统一目录管理。同时，北京还将积极争取建设全国性技术交易 服务平台，推动北京绿色交易所建立健全配额管理、交易监管、核查核证等机制，形成一批标志性"北 京规则"。 建设全国统一大市场，京津冀要协力以区域市场一体化形成示范突破。根据《工作要点》，京津冀三地 将聚焦政务服务合作、信用监管联动、跨境贸易协同三方面实现率先突破。今年三地将出台京津冀互认 资质资格场景化应用文件，实现20项以上互认资质资格统一规范办理或"亮证即办"，探索将更多京津冀 区域通办事项纳入"一网通办"专区。 下一步，北京将推动《工作要点》与"十四五"规划任务同步实现圆满收官，助力建设全国统一大市场。 本报北京6月1日讯（记者杨学聪、韩秉志）近日，北京市印发《贯彻落实加快建设全国统一大市场意见 实施方案2025年工作要点》，注重解决群众和经营主体反映迫切的痛点堵点，形成同向推动改革发展的 政策集成。 北京市发 ...

Group 1 - The recent issuance of the "Opinions on Improving the Social Credit System" by the Central Committee of the Communist Party of China and the State Council signifies a systematic deployment for enhancing the social credit system [1] - Significant progress has been made in the construction of the social credit system in China, which has played a crucial role in optimizing the business environment, promoting financial services for the real economy, and improving government governance and service efficiency [1] - The establishment of a national credit information sharing platform has greatly improved the level of credit information sharing, and the legal and standardized foundation of the social credit system has been continuously strengthened [1] Group 2 - The construction of government integrity is highlighted as a key aspect of the social credit system, emphasizing that the integrity of various administrative entities serves as a crucial model and guiding force for overall social credit construction [2] - Policies aimed at enhancing credit management for business entities are proposed, including providing conveniences or benefits for trustworthy entities in public services and supporting financial institutions in leveraging credit information [2] - The implementation of a credit commitment system in administrative approvals and credit restoration is expected to alleviate the financing difficulties faced by private and small to medium-sized enterprises, thereby stimulating market vitality [2] Group 3 - The recent introduction of a series of reform and opening-up policies, including the release of the "Negative List for Market Access (2025 Edition)," aims to reduce the number of restricted items to 106, thereby easing entry restrictions in various industries [3] - The promotion of the private economy law emphasizes the legal protection of the personal rights, property rights, and operational autonomy of private economic organizations and their operators [3] - The acceleration of the establishment of foundational market economy systems, including property rights protection, market access, fair competition, and social credit, is expected to enhance China's market strength and resilience in facing changes [3]

装备制造业生产指数较上月上升超过4个百分点，升至54%以上，连续10个月保持在50%及以上。 随着稳增长政策落地显效，制造业采购经理指数（PMI）较上月回升，制造业景气水平有所改善，经济 运行回稳。 国家统计局5月31日发布的数据显示，5月份，制造业PMI为49.5%，比上月上升0.5个百分点；非制造业 商务活动指数为50.3%，比上月下降0.1个百分点；综合PMI产出指数为50.4%，比上月上升0.2个百分 点，我国经济总体产出保持扩张。 制造业生产经营活动预期指数为52.5%，比上月上升0.4个百分点，制造业企业对近期市场发展信心总体 保持稳定。 中国物流与采购联合会特约分析师张立群认为，5月份PMI指数出现回升，表明加紧实施更加积极有为 的宏观政策综合成效已开始显现。生产指数、采购量指数、新订单指数均出现回升，表明在多项政策综 合效应下，企业预期趋向改善，生产经营活动有回暖迹象。同时也要注意到，价格指数仍小幅回落，表 明市场供大于求格局仍较突出，需求收缩导致的宏观经济总量失衡尚未改变。 张立群强调，要着力加强和巩固经济回升向好的基础，特别要通过政府公共产品投资力度持续加大，显 著增加市场需求，增加企业订 ...

"人工智能最优秀的场景在制造业，最优秀的载体在实体经济。"张熠天表示，无锡拥有非常好的制造业 基础，在人工智能、数据等新技术、新要素的加持下，可以探索服务型制造、柔性制造等先进制造新模 式，将数字技术与制造优势、市场优势更好结合起来，通过推进制造业在数字空间的提升，逐步迈向价 值空间和资本空间的提质升级，实现无锡模式在全国的领跑。 新华财经南京5月29日电（刘苏毅、于青）近日，新华"太湖对话"（第二期）高端访谈在江苏无锡举 行。政产学研专家相聚太湖之滨，共话人工智能领域前沿热点，为无锡建设"人工智能+"标杆城市建言 献策。国家智能语音创新中心首席专家张熠天表示，以"人工智能+"赋能城市发展需要聚焦一个核心一 条主线，即把握人工智能与实体经济融合这个核心，抓住人工智能与先进制造相结合、与国内统一大市 场相结合这条主线，将人工智能与实体经济融合作为一个整体去理解，赋能经济社会全方位发展。 人工智能是新一轮科技革命和产业变革的重要驱动力量，日益成为全球科技竞争的战略制高点。"人工 智能+"行动自2024年首次被写入政府工作报告以来，战略目标逐渐清晰，方法路径更加明确。张熠天 认为，从国家部署来看，推动"人工智能+" ...

Core Viewpoint - The challenges in attracting investment are not due to a lack of potential businesses but stem from an overemphasis on KPI-driven performance evaluations that hinder effective招商工作 [1][2][3] Group 1: Current Challenges in Investment Attraction - Local investment promotion faces increased pressure as traditional methods relying on incentives are no longer viable due to new regulations [2] - The excessive focus on KPI metrics leads to a narrow approach that prioritizes short-term results over sustainable growth, negatively impacting the investment environment [3][4] Group 2: New Strategies and Approaches - Some regions are adapting by developing new strategies such as "business clustering," "industry chain招商," and "gold medal service" to attract investments [2] - A balanced regional industrial ecosystem is essential, which includes a variety of business types rather than focusing solely on large enterprises [3] Group 3: Recommendations for Improvement - It is suggested that local governments implement differentiated assessments for investment promotion departments, moving away from a one-size-fits-all KPI approach [4] - Encouraging a long-term perspective in investment promotion can help build a more sustainable and equitable industrial ecosystem [3][4]