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幼儿园大班免费,只是开始
盐财经· 2025-08-06 09:52
Core Viewpoint - The article discusses the implementation of a new parental subsidy policy in China, which aims to alleviate the financial burden of raising children for families with infants under three years old, providing an annual cash subsidy of 3600 yuan per eligible child starting from January 1, 2025 [2][6][28]. Group 1: Policy Implementation - The "Parental Subsidy System Implementation Plan" was officially released on July 28, 2025, by the Central Committee of the Communist Party of China and the State Council [4]. - The subsidy is available to all families with children under three years old, regardless of income level or the number of children [2][28]. - The policy is part of a broader initiative to support families during the critical early years of child development [4][9]. Group 2: Public Reaction and Challenges - The announcement of the subsidy led to a surge in interest, with many parents attempting to access the subsidy application platform, which experienced technical difficulties due to high traffic [5]. - Instances of scams related to the subsidy have already been reported, indicating a need for public awareness and caution [5]. Group 3: Broader Context and Future Implications - The subsidy is seen as a signal of the government's commitment to addressing the challenges of low birth rates and supporting families, following previous policies encouraging childbirth [8][9]. - The introduction of the subsidy coincides with plans for free preschool education starting in the fall of 2025, marking a significant shift towards a more comprehensive support system for families [6][40]. - The article highlights the importance of a holistic approach to family support, including financial aid, educational reforms, and workplace policies to create a more favorable environment for child-rearing [39][43].
免费学前教育落地,蕴含怎样的“民生经济学”
Xin Jing Bao· 2025-08-06 08:09
据新华社消息,日前,国务院办公厅印发《关于逐步推行免费学前教育的意见》(以下简称《意 见》),《意见》强调,按照强化普及普惠、稳妥有序推进、加大政府投入、经费合理分担的原则,逐 步免除学前教育保育教育费。《意见》明确,从2025年秋季学期起,免除公办幼儿园学前一年在园儿童 保育教育费。 我的团队专门分析了提升我国财政性教育经费投入对经济增长的拉动效应。我们基于因果关系推断的研 究发现,财政性教育经费投入的增加能够显著促进我国的经济增长,而且财政性教育经费投入增加对经 济增长的促进不但在短期内有效,即便在十年之后,依然保持着非常可观的效果。这充分说明教育的财 政投入对于经济增长具有先导性与基础性的作用。 而且,免费学前教育意味着将增加居民对学前教育的需求,有助于相关行业人员的就业,尤其将提高相 关专业大学毕业生的就业率。 除此之外,"逐步推行免费学前教育"还将促进消费。有大量证据表明,教育费用在我国家庭支出中占有 非常大的比例。家庭的教育支出较高在很大程度上抑制了居民的消费支出。学前教育免费,将在一定程 度上促进居民的非教育消费,进而促进更多产业的就业及其发展,给经济增长带来新的增长动力。 有多项研究证实幼儿阶 ...
优先减免学前一年保教费 兼顾民生和财政可持续性
Yang Shi Wang· 2025-08-06 02:09
Core Viewpoint - The new policy aims to alleviate the financial burden on families by exempting the childcare education fees for children in their final year of preschool, which is seen as a sustainable measure for both public welfare and fiscal health [1][11]. Group 1: Policy Details - The policy specifically targets the exemption of childcare education fees, while other fees such as meal fees and miscellaneous charges remain unaffected [1][9]. - The exemption primarily benefits parents of children in the final year of preschool, significantly reducing their childcare costs [5][8]. - The policy is part of a broader initiative to gradually implement free preschool education, as highlighted in the government's work report earlier this year [4]. Group 2: Economic and Social Impact - Experts believe that the policy will help alleviate parenting anxiety for young families and stimulate economic growth by freeing parents from childcare responsibilities [3][11]. - The initiative is expected to create job opportunities for young graduates, particularly in education-related fields, by increasing the demand for teaching staff in the expanded preschool education system [3]. - The policy is designed to address disparities in access to early education resources, particularly benefiting vulnerable groups such as migrant and disabled children [13]. Group 3: Implementation and Oversight - Local financial and educational authorities are required to enhance monitoring and ensure timely funding to maintain the normal operation of kindergartens, prohibiting delays in teacher salary payments [3][7]. - The exemption for private kindergartens will align with the fee standards of local public kindergartens, ensuring consistency in the reduction of childcare education fees [7][8].
中泰期货晨会纪要-20250806
Zhong Tai Qi Huo· 2025-08-06 01:37
1. Report Industry Investment Ratings - Based on fundamental analysis, the report classifies various futures products into trend空头 (downward trend), 震荡偏空 (slightly bearish with oscillations), 震荡 (sideways movement), 震荡偏多 (slightly bullish with oscillations), and 趋势多头 (upward trend). For example, liquefied petroleum gas is in the 震荡偏空 category, while CSI 500 stock index futures are in the 震荡偏多 category [4]. - Based on quantitative indicators, products are categorized as 偏空 (bearish), 震荡 (sideways), and 偏多 (bullish). For instance, sugar is classified as 偏空, while lead futures are 偏多 [6]. 2. Core Views of the Report - The report provides trend judgments for multiple futures products based on fundamental and quantitative analyses, and offers trading strategies and market outlooks for each product. It also analyzes macro - economic information and its impact on the futures market [4][6]. 3. Summary by Relevant Catalogs 3.1 Macro - Financial - **Stock Index Futures**: The strategy is to follow the short - term strong trend. A - shares showed a strong performance, and with the release of policies and market expectations, the index rebounded after a pull - back, suggesting a continuation of the trend - following approach [12]. - **Treasury Bond Futures**: Consider a steepening strategy in the short - term and short long - term bonds. The central bank's open - market operations and the performance of the stock and commodity markets affect the bond market, and there is a possibility of the bond market weakening under the pressure of stocks and commodities [13]. 3.2 Black (Steel and Minerals) - **Steel and Ore**: The black market is expected to be in a high - level oscillation. Demand may seasonally weaken, but the decline is limited in the medium - term. Supply is expected to remain strong, and steel and ore prices are likely to oscillate between the cost of valley - electricity and flat - electricity [14][15]. - **Coking Coal and Coke**: The prices of coking coal and coke may enter a high - level oscillation phase. Supply is expected to be tight in the short - term, but there are also factors that may put pressure on prices, such as the possible decline in steel production and sufficient imported Mongolian coal supply [16]. - **Ferroalloys**: After the sharp decline of ferrosilicon and silicomanganese, the futures premium bubble has almost disappeared. It is recommended to consider strategies such as going long on the spread between ferrosilicon and silicomanganese or conducting reverse arbitrage between near - and far - month contracts of silicomanganese. In the long - term, a bearish approach is appropriate [17]. - **Soda Ash and Glass**: For soda ash, maintain a short - selling strategy when prices are high and exit flexibly if the positive feedback atmosphere returns. For glass, it is advisable to wait and see. The supply of soda ash has returned to a high level, and there is potential delivery pressure. The glass market needs to digest speculative inventory [18]. 3.3 Non - Ferrous Metals and New Materials - **Aluminum and Alumina**: Aluminum prices are expected to oscillate weakly, and it is recommended to short at high prices in the short - term. For alumina, there is room for the basis to repair, and it is advisable to go long on the basis in the short - term. In the long - term, due to supply - demand imbalances, it is recommended to short alumina at high prices [21]. - **Zinc**: Social zinc inventories are increasing, and with the recovery of smelter production and weak downstream demand, zinc prices are expected to oscillate downward [22]. - **Lithium Carbonate**: The current tight - balance fundamentals support prices, and the short - term decline is limited. The price is expected to oscillate within a range [23]. - **Industrial Silicon**: The main contradiction lies in the resumption of production of leading manufacturers. The supply - demand situation has marginally improved, and the price is expected to oscillate. Attention should be paid to downstream policies and supply - side policies [24]. - **Polysilicon**: The policy expectation has cooled, and the price may return to the fundamentals and warehouse - receipt game. The supply - demand situation is relatively loose, and it is necessary to pay attention to whether policies can stimulate terminal demand [25][26]. 3.4 Agricultural Products - **Cotton**: Cotton prices are under pressure to oscillate and rebound. It is recommended to short at high prices. Domestic downstream demand is weak, but supply concerns support prices. Attention should be paid to macro - economic and supply - demand factors [26][27]. - **Sugar**: Domestic sugar prices are under downward pressure due to the expected increase in processed sugar supply and the decline in import costs. However, the expected demand during the Mid - Autumn Festival and National Day may limit the decline [28][29]. - **Eggs**: The 09 contract price of eggs has reached a historical low. The supply pressure during the Mid - Autumn Festival is large, and the upside is limited. It is advisable to wait and see, and be cautious when considering bottom - fishing [32]. - **Apples**: It is recommended to conduct a light - position positive arbitrage. Attention should be paid to the listing price and consumption of new - season apples and the price of old - season apples [34]. - **Corn**: Corn prices are expected to oscillate widely. The supply and demand sides are under pressure, but there is also support from policies. Attention should be paid to market sentiment and policy implementation [35]. - **Red Dates**: It is advisable to wait and see. The production is still in dispute, and the market is oscillating [36]. - **Pigs**: It is recommended to short near - month contracts and consider a 9 - 1 reverse arbitrage strategy. The supply is strong and the demand is weak in the short - term [36][37]. 3.5 Energy and Chemicals - **Crude Oil**: The market is worried about oil demand due to the downward revision of US economic data. OPEC+ is increasing supply, and the long - term trend is towards a supply - surplus situation. Attention should be paid to US secondary sanctions on Russia and the summer demand [39]. - **Fuel Oil**: There is no clear main - line logic for oil prices. The price is expected to oscillate between 70 and 65 dollars, and low - sulfur fuel oil prices will follow oil prices [39]. - **Plastic**: The market sentiment is unstable, and polyolefin prices are expected to oscillate weakly. The supply is strong and the demand is weak [41]. - **Rubber**: In the short - term, rubber prices may oscillate slightly stronger. It is advisable to short - long after a pull - back and be cautious when chasing high prices [42]. - **Methanol**: Methanol prices follow the overall commodity trend and are expected to oscillate weakly. The supply and demand are weak, and the port inventory is increasing [43]. - **Caustic Soda**: The supply in Shandong is at a high level, and the sales pressure of chlor - alkali enterprises is increasing. The price is expected to oscillate weakly [44]. - **Asphalt**: Asphalt prices follow oil prices. The oil price has no clear main - line logic, and the asphalt market is in a seasonal transition period with slow inventory reduction [45][46]. - **Polyester Industry Chain**: The market is still weak. It is recommended to hold short positions moderately, but not to increase short positions aggressively. The cost is under pressure due to the decline in oil prices, and the supply and demand are not favorable [47]. - **Liquefied Petroleum Gas**: The supply of LPG is abundant, and the demand is expected to decline in the long - term. The price is likely to fall [48]. - **Pulp**: The main - contract sentiment is cooling, and the price is expected to oscillate weakly. Attention should be paid to port inventory reduction and spot trading [49]. - **Logs**: The spot price has increased, and the basis is being chased. There is some hedging space, and it is advisable to observe and consider hedging at high prices [50]. - **Urea**: The Indian urea tender price is higher than the domestic export price, which has a certain positive impact on the market. It is recommended to maintain a wide - range oscillation strategy [50].
中原证券晨会聚焦-20250806
Zhongyuan Securities· 2025-08-06 01:00
Core Insights - The report highlights the positive momentum in the Chinese economy and capital markets, driven by consumption and investment as core growth drivers [6][10][11] - The communication and electronics sectors are leading the A-share market, with a focus on technology growth and cyclical manufacturing as key investment themes [8][11][18] - The report emphasizes the importance of monitoring policy changes, liquidity conditions, and external market influences for future market performance [10][11][18] Domestic Market Performance - The Shanghai Composite Index closed at 3,617.60, up by 0.96%, while the Shenzhen Component Index closed at 11,106.96, up by 0.59% [4] - The average price-to-earnings ratios for the Shanghai Composite and ChiNext are 14.60 times and 40.70 times, respectively, indicating a suitable environment for medium to long-term investments [10][11] Industry Analysis - The photovoltaic industry is experiencing a rebound, with a 9.73% increase in the industry index in July, outperforming the CSI 300 index [23][24] - The report discusses the comprehensive governance of low-price disorder in the photovoltaic sector, with policies aimed at improving product quality and phasing out outdated capacity [24][26] - The new energy vehicle (NEV) industry is highlighted for its rapid growth, with global sales expected to exceed 20 million units by 2025, and China maintaining a leading position in the market [27][28][29] Investment Recommendations - The report suggests focusing on sectors such as communication equipment, consumer electronics, financial services, and automotive parts for short-term investment opportunities [10][11][18] - In the food and beverage sector, attention is drawn to white wine, soft drinks, and health products as potential investment areas due to their recent performance improvements [19][20][21] - The report recommends monitoring the photovoltaic industry for potential gains as governance measures take effect and supply-demand dynamics improve [26]
特朗普透露接班人选;国家免一年幼儿园保教费;巴厘岛突发!2名中国游客不幸遇难
第一财经· 2025-08-06 00:53
2025.08. 06 【今日推荐】 特朗普称万斯最有可能成为其接班人 美国总统特朗普周二表示,现任副总统万斯"最有可能"成为其"让美国再次伟大"(MAGA)运动的继 承人。国务卿鲁比奥稍早表示,万斯如果决定参选,会是一位很棒的提名人选,特朗普对此回应 道:"我认为他(万斯)最有可能。"他补充称:"我们还有非常出色的人才,有些人今天就坐在这个 台上。所以现在谈这个还太早,但可以肯定的是,万斯目前干得非常出色,他现在可能是最被看好的 人选。"稍早当天,特朗普在接受美媒采访时曾表示,他"可能不会"寻求第三个总统任期。 国家免一年幼儿园保教费,惠及千万儿童,央地财政共担 8月5日,国务院办公厅发布《关于逐步推行免费学前教育的意见》,明确从2025年秋季学期起,免 除公办幼儿园学前一年在园儿童保育教育费。对在教育部门批准设立的民办幼儿园就读的适龄儿童, 参照当地同类型公办幼儿园免除水平,相应减免保育教育费。根据教育部最新数据,2024年全国共 有幼儿园25.33万所,在园幼儿3583.99万人。据悉,自2025年秋季起,幼儿园大班免一年保育教育 费,由央地财政共同负担,降低家庭育儿成本。 巴厘岛突发!2名中国游客不幸 ...
国办发文:免除公办幼儿园学前一年保育教育费
日前,国务院办公厅印发《关于逐步推行免费学前教育的意见》(以下简称《意见》),推进学前教育普 及普惠安全优质发展。 《意见》强调,坚持以习近平新时代中国特色社会主义思想为指导,深入贯彻党的二十大和二十届二 中、三中全会精神,全面贯彻党的教育方针,聚焦人民群众所急所需所盼,按照强化普及普惠、稳妥有 序推进、加大政府投入、经费合理分担的原则,逐步免除学前教育保育教育费,有效降低教育成本,提 高基本公共教育服务水平,办好人民满意的教育。 販売安全 > 助 《意见》明确,从2025年秋季学期起,免除公办幼儿园学前一年在园儿童保育教育费。免保育教育费标 准按照县级以上地方人民政府及其教育、价格主管部门批准的公办幼儿园保育教育费收费标准(不含伙 食费、住宿费、杂费等)执行。对在教育部门批准设立的民办幼儿园就读的适龄儿童,参照当地同类型 公办幼儿园免除水平,相应减免保育教育费。民办幼儿园保育教育费高出免除水平的部分,幼儿园可以 按规定继续向在园儿童家庭收取。对因免保育教育费导致幼儿园收入减少的部分,由财政部门综合考虑 免保育教育费在园儿童人数、所在地保育教育费生均实际收费水平等情况补助幼儿园。 《意见》提出,在国家统一实施 ...
新华鲜报丨关切事!免费学前教育今年秋季学期起逐步推进
Xin Hua Wang· 2025-08-06 00:49
免费学前教育,既牵动千家万户的关切,又承载国家未来发展的考量。 新华社北京8月5日电 题:关切事!免费学前教育今年秋季学期起逐步推进 新华社记者申铖、王鹏 国务院办公厅印发《关于逐步推行免费学前教育的意见》,5日对外公布。意见明确,从2025年秋季学 期起,免除公办幼儿园学前一年在园儿童保育教育费。 今年的政府工作报告提出"逐步推行免费学前教育",受到广泛关注。此前召开的国务院常务会议部署了 逐步推行免费学前教育有关举措。此次国办印发的意见,进一步明确了逐步推行免费学前教育的相关具 体安排。 "逐步推行免费学前教育,既是积极回应民生关切、降低家庭保育教育成本的重要举措,也是加快建设 高质量教育体系的重要内容。"北京师范大学学前教育研究所所长、博士生导师洪秀敏说,免费学前教 育相关工作需要稳步推进,要根据学龄人口变化、经济社会发展水平等情况,坚持尽力而为、量力而 行,分步有序推进。 根据此次印发的意见,免保育教育费标准按照县级以上地方人民政府及其教育、价格主管部门批准的公 办幼儿园保育教育费收费标准(不含伙食费、住宿费、杂费等)执行。 民办幼儿园也可享受"同等"减免水平。根据意见,对在教育部门批准设立的民办幼儿 ...
万联晨会-20250806
Wanlian Securities· 2025-08-06 00:48
市 场 研 究 [Table_Title] 万联晨会 [Table_MeetReportDate] 2025 年 08 月 06 日 星期三 [Table_Summary] 概览 核心观点 【市场回顾】 周二 A 股三大指数集体收涨,截止收盘,沪指收涨 0.96%,深成指收 涨 0.59%,创业板指收涨 0.39%。沪深两市成交额 15958.46 亿元。申 万行业方面,综合、银行、钢铁领涨,医药生物、计算机、建筑材料 领跌;概念板块方面,兵装重组、PEEK 材料、脑机接口概念涨幅居 前,华为盘古、仿制药一致性评价、Sora 概念跌幅居前。港股方面, 恒生指数收涨 0.68%,恒生科技指数收涨 0.73%;海外方面,美国三 大指数集体收跌,道指收跌 0.14%,标普 500 收跌 0.49%,纳指收跌 0.65%。 【重要新闻】 【国务院办公厅印发《关于逐步推行免费学前教育的意见》】《意见》 明确,从 2025 年秋季学期起,免除公办幼儿园学前一年在园儿童保 育教育费,不含伙食费、住宿费、杂费等。同时,民办幼儿园也可享 受与公办幼儿园"同等"减免水平,高出免除水平的部分可继续向在园 儿童家庭收取。国新办周四举 ...
事关免费学前教育,国办发文;金融支持新型工业化“路线图”发布……盘前重要消息还有这些
证券时报· 2025-08-06 00:14
Group 1 - The State Council issued opinions on gradually promoting free preschool education, starting from the fall semester of 2025, exempting public kindergarten tuition fees for children in their last year of preschool [2] - The People's Bank of China and seven departments jointly released guidelines to support new industrialization, emphasizing the enhancement of technology finance and support for emerging industries [3] - The National Health Commission and 16 departments launched the "Healthy China Action - Healthy Environment Promotion Action Implementation Plan (2025-2030)" to promote a healthy environment [3] Group 2 - The China Logistics and Purchasing Federation reported that the logistics industry prosperity index for July was 50.5%, indicating continued expansion but a slight slowdown in growth [4] - The China Electromechanical Products Import and Export Chamber issued an initiative against unfair competition in the photovoltaic industry [4] - The Shanghai Development and Reform Commission announced that all new energy power generation will participate in market trading by the end of 2025 [4] Group 3 - The Shanghai Stock Exchange reported significant abnormal fluctuations in the stock price of Aowei New Materials, leading to regulatory measures against certain investors [5] - The sales revenue of Muyuan Foods for July was 11.639 billion yuan, a year-on-year decrease of 10.41% [8] - Vanke A received a loan of up to 1.681 billion yuan from Shenzhen Metro Group [9] - Ruifeng Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [10] - Anker Detection's controlling shareholder changed to Xirui Technology, and the stock resumed trading [11] - Daodaoquan's controlling shareholder plans to increase its stake by 50 million to 100 million yuan [12] - Sanjiang Shopping will not renew its cooperation agreement with Hema after it expires [13] - Yinglian Co., Ltd. signed a strategic cooperation agreement with a well-known cylindrical battery company [14] - Lianhuan Pharmaceutical's LH-1801 project is not expected to significantly impact revenue and operating performance in the near term [15] - Dongjie Intelligent reported no significant changes in its production and operations [16] Group 4 - Wanlian Securities noted that the media industry is seeing a recovery in fund allocation, with a focus on leading companies in gaming and digital marketing [18] - Guotai Junan Securities highlighted the upcoming World Robot Conference, emphasizing the importance of fine operation capabilities in humanoid robots [19]