Core Points - The provincial government has approved 40 key reform tasks for 2023, focusing on 12 areas including market integration, modern industrial system development, and ecological civilization reform [3][4] - The reforms aim to align with the central government's directives and enhance the province's competitiveness in the national market [4][5] Reform Tasks - The reform tasks include improving mechanisms for national market integration, enhancing the cultivation of business entities, and promoting a modern industrial system [3][5] - Specific measures include market access efficiency assessments, data element market cultivation, and high-standard implementation of free trade zone strategies [5] Urban-Rural Integration and Ecological Safety - The reforms also focus on urban-rural integration, with initiatives like enhancing the Zhengzhou metropolitan area and promoting urbanization in potential regions [5] - Ecological safety measures include the "Clean Water into the Yellow River" project and the establishment of a horizontal ecological compensation mechanism in the Yellow River basin [5] Micro-Reforms for Public Benefit - Seven micro-reform initiatives have been introduced, targeting areas such as new college entrance examination volunteer services, integrated childcare, and early childhood health prevention [6][7] - The new college entrance examination volunteer service reform aims to provide better support for students through an auxiliary system [6][7] Health and Elderly Care Initiatives - The province is implementing a comprehensive medical and elderly care service reform to better meet the health needs of the elderly [7] - Online medication purchasing reforms will allow insured individuals to use their accounts for non-prescription drug purchases, enhancing service accessibility [7][8]

Core Viewpoint - Henan Province has announced key tasks for comprehensive deepening of reforms by 2025, focusing on 12 areas and 40 reform tasks, along with 7 micro-reform initiatives aimed at benefiting the public [1] Group 1: Reform Tasks - The reform tasks include improving the integration into the national unified market system and enhancing the mechanisms for cultivating and expanding business entities [1] - A new college entrance examination model will be introduced, along with reforms in volunteer application services [1] Group 2: Micro-Reform Initiatives - Seven micro-reform initiatives have been proposed, including pilot programs for integrated childcare services [1]

5月7日，市委书记周红波在鼓楼区调研。他强调，鼓楼区作为我市省会功能的核心承载区，资源 丰富、优势独特，要以更高站位、更大力度、更实举措做实创新文章、强化改革赋能，持续推进产业升 级和动能重构，努力探索一条中心城区高质量发展新路子。 近年来，鼓楼区立足区情实际，统筹推进主导产业升级、新兴产业发展和未来产业培育，加快发展 新质生产力。周红波先后来到中储智运科技股份有限公司、江苏钙钛矿产业技术研究院和江苏（南京） 算数空间，详细了解鼓楼区总部经济、平台经济、高校科技成果转化和"算法名区"建设情况。 在听取鼓楼区工作汇报后，周红波指出，今年是"十四五"规划收官和"十五五"规划谋篇布局之年。 习近平总书记在部分省区市"十五五"时期经济社会发展座谈会上的重要讲话，为我们谋划"十五五"指明 了方向，要认真学习领会、贯彻落实。鼓楼区历史文化厚重、科教资源丰富、省会功能集中，要在全市 大局中精准定位，注重体现自身特色、发挥比较优势，持续提升经济密度、创新浓度和要素集聚度，更 好彰显经济大区、商贸强区、文化名区的魅力和活力。 周红波强调，"在推动科技创新和产业创新融合上打头阵"是习近平总书记赋予江苏的重大使命，也 是鼓楼区发挥 ...

以钉钉子精神推动各项改革任务落地落实 为推进中国式现代化广州实践注入强大动力 郭永航孙志洋出席 会议强调，要坚决扛起经济大市挑大梁的政治责任，因时因势开展关键领域改革攻坚，为高质量发展提 供体制机制保障。要推动内外贸一体化改革，紧密对接国家及省工作部署，紧扣企业需求精准施策，积 极推进内外贸规则对接、电商平台赋能，支持企业外贸转内销、开拓多元化市场，坚决稳住外贸基本 盘。要健全企业并购重组机制，加快出台支持国资并购政策措施，健全长周期考核机制，更好发挥链主 企业和国资基金作用，聚焦产业链关键环节并购招引一批大项目好项目，带动产业链整合提升。要深化 财政资源和预算统筹改革，加力培植产业税源，全面盘活存量经济资源，深入推进零基预算改革，加快 推动财政管理数字化转型，不断提高财力保障水平。要健全产业用地全生命周期服务管理机制，结合推 进城市更新和城中村改造，完善产业空间规划布局，优化产业用地供给模式，建设高标准产业空间载 体，为发展壮大新质生产力提供优质空间。要健全新就业群体服务管理和权益保障机制，加快推进新业 态新就业群体"两个覆盖"，围绕劳动者权益落实、劳动纠纷调解等新就业群体急难愁盼问题，完善相关 管理制度和 ...

Core Viewpoint - The meeting emphasized the importance of implementing comprehensive reforms in Wuhan to drive high-quality development and ensure effective governance mechanisms [1][2]. Group 1: Reform Implementation - The meeting highlighted the need to deeply learn and implement Xi Jinping's important speeches on comprehensive reform, particularly focusing on Wuhan's development requirements [2]. - Key areas for reform include enhancing the economic development system, improving urban governance, and ensuring the well-being of citizens [2]. Group 2: Technological Innovation - The meeting discussed the progress of creating a nationally influential technology innovation hub, stressing the need for deepening technological system reforms and enhancing innovation capabilities [3]. - Emphasis was placed on integrating technological and industrial innovation, strengthening the role of enterprises in technological innovation, and improving collaborative innovation systems [3]. Group 3: State-Owned Asset Management - The meeting reviewed the progress of reforming the management of state-owned assets, aiming to optimize the use of various state resources to support growth and risk management [3]. - A comprehensive inventory and assessment of state assets will be conducted to ensure effective management and utilization [3]. Group 4: Education Reform - The meeting addressed the reform of quality education evaluation in primary and secondary schools, promoting a scientific view of talent and education [4]. - The goal is to shift away from a utilitarian approach to education and foster a healthy educational environment that develops well-rounded individuals [4].

Core Viewpoint - 2025 is a crucial year for advancing comprehensive coverage of inspections, guided by Xi Jinping's Thought on Socialism with Chinese Characteristics for a New Era, focusing on high-quality development of inspection work [1][2][3][4]. Group 1: Inspection Focus Areas - The inspections will focus on understanding the implementation of Xi Jinping's strategic deployments in various regions, emphasizing the need to reveal political deviations in the execution of major national strategies [1][2]. - Inspections will also assess the progress of over 300 important reform measures proposed at the 20th Central Committee's third plenary session, identifying issues such as local protectionism and superficial implementation [2]. - The inspections will evaluate the integration of development and security, ensuring that local governments fulfill their responsibilities in maintaining national security [2][3]. Group 2: Party Governance and Accountability - The effectiveness of strict governance within the Party is contingent on the responsibilities of Party organizations and leaders, particularly the "first responsible person" [3][4]. - Inspections will focus on the accountability of Party committees in managing corruption risks across various sectors, including finance, state-owned enterprises, and healthcare [3]. - The inspections will also examine the construction of leadership teams and grassroots Party organizations, ensuring adherence to democratic centralism and effective decision-making [4]. Group 3: Rectification and Oversight - There is a strong emphasis on the importance of rectification following inspections, with specific attention to the responsibilities of Party committees and supervisory bodies in addressing feedback [4]. - The inspections aim to identify and rectify issues related to ineffective responses to previous problems, ensuring accountability and continuous improvement [4]. - The overall approach to inspections will prioritize political effectiveness, legal compliance, and social impact, with a focus on disciplined conduct [4].

H KHJ/JX -JHDA 门川川 次会议首次提出了"统筹研究消化存量房产" 可能指向了市场近期关注的城投收购二手房的 模式。 (天风宏观宋雪涛) 图 2:水泥熟料产能利用率明显偏低(单位:%) 90 80 70 60 50 40 30 20 10 0 01周 11周 21周 31周 05周 09周 13周 15周 17周 19周 25周 27周 29周 33周 39周 03周 07周 23周 35周 37周 2021年 2020年 2022年 2023年 2024年 资料来源: Wind,天风证券研究所 图 1: 1-4 月政府债净融资同比下降 44%(单位:亿元) 120,000 100,000 80,000 60,000 40,000 20,000 0 ш ш ш III III ur 8 Z 3 u 9 6 TI t 2020年 2021年 2022年 2023年 2024年 资料来源: Wind,天风证券研究所 从政治局会议对于经济的基调来看,出台增量 政策的空间有限，加快落实存量政策可能是下 阶段的政策重心。目前存量政策仍未完全落 地, 1-4月政府债净融资规模同比下降44%,特 别国债尚未启动 ...