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陕西聚焦重点群体稳就业
Shan Xi Ri Bao· 2025-05-21 22:42
Group 1: Employment Initiatives - The province has implemented various measures to support local employment for rural laborers, with a focus on "work-for-relief" projects, allocating 9.26 billion yuan in funding and creating 7,500 jobs by April [1] - The "work-for-relief" program aims to provide job opportunities and labor remuneration to those facing employment difficulties, promoting local employment and income generation [1] - The province has deepened labor cooperation with Jiangsu and Shaanxi, helping 14,500 rural laborers find employment through these collaborative efforts in the first four months of the year [1] Group 2: Job Market for Youth - The province organized the "Spring Warmth for Migrant Workers" and "Spring Breeze Action" initiatives, resulting in 2.1322 million impoverished individuals finding work and 6.082 million rural laborers working outside their home areas [2] - A youth job fair attracted over 2,100 recent graduates, with 420 initial employment intentions recorded, showcasing the ongoing efforts to enhance job opportunities for young people [3] - The province plans to continue various recruitment initiatives aimed at improving employment skills and expanding quality job offerings for recent graduates [3]
中美关税进展积极,股指走势分化
Dong Zheng Qi Huo· 2025-05-18 07:45
Report Industry Investment Rating - The rating for stock index is "oscillation" [1] Core View of the Report - The global stock market rose this week, especially the US stocks driving the significant recovery of developed markets. The Sino-US Geneva talks achieved better-than-expected progress, with a 91% reduction in reciprocal tariffs, and 24% of the tariffs suspended for 90 days. This will lead to trade restoration between the two countries in the next 90 days, and the external cycle will support the domestic economy. However, policy efforts may remain conservative, and the inflation situation is hard to strengthen. Given the current high valuation of the stock market, the potential return on investment is restricted. The short - term market is expected to maintain an oscillatory trend [2][9] Summary According to the Directory 1. One - Week View and Macro Key Event Overview - **Next Week's View**: The market is expected to wait for the return of liquidity. The short - term market will maintain an oscillatory trend due to Sino - US trade restoration, conservative policy efforts, and high stock market valuations [2][9] - **This Week's Key Event Concerns**: - On May 12th, Sino - US Geneva economic and trade negotiations made positive progress, with a 91% reduction in reciprocal tariffs. The US and China will adjust relevant tariff policies, and China will take measures to suspend or cancel non - tariff countermeasures against the US. Also, 34 cities will be selected for the third batch of enterprise digital transformation pilot projects. Japan's Prime Minister demanded the US to cancel all additional tariffs [10][11][12] - On May 13th, China's leader proposed to start five major projects with Latin American countries. The National Development and Reform Commission emphasized the importance of work - relief. The central bank's deputy governor summarized four changes in the central bank's policy framework. India plans to impose tariffs on some US products. China's central bank and Brazil's central bank signed relevant agreements [14][15][16][17][18] - On May 14th, China's leader met with leaders of Colombia and Chile, promoting bilateral cooperation. Seven departments issued policies to build a science - technology finance system. Tax data showed that the national enterprise sales revenue increased by 4.3% year - on - year in April. China's M2 growth rate was 8% and M1 was 1.5% in April [19][20][21][22] - On May 15th, China will implement a visa - free policy for five South American countries. The Supreme People's Court and the CSRC jointly issued a document to combat illegal activities in the capital market. The agricultural machinery market index in April showed a weak peak season [23][24][25] - On May 16th, the average annual salary of urban non - private employees in 2024 was 124,110 yuan, with a 2.6% increase, and that of private employees was 69,476 yuan, with a 4% increase. Public fund professionals refuted the view of market repositioning due to public fund assessment benchmarks. The Ministry of Commerce emphasized the importance of duty - free shopping for consumption [26][27][28] 2. One - Week Market Quotes Overview - **Global Stock Market Weekly Overview**: From May 12th to May 16th, the global stock market denominated in US dollars generally rose. The MSCI Global Index rose 3.97%, with developed markets (+4.08%) > emerging markets (+2.98%) > frontier markets (+1.72%). The stock index of Taiwan, China rose 5.37%, leading the world, while the Japanese stock market fell 0.48%, performing the worst globally [29] - **Chinese Stock Market Weekly Overview**: Chinese equity assets were divided into markets, with Chinese concept stocks > A - shares > Hong Kong stocks. The average daily trading volume of A - shares in the Shanghai, Shenzhen, and Beijing stock exchanges was 1266.4 billion yuan, a decrease of 87.2 billion yuan from last week. A - share indexes were differentiated, with blue - chip indexes such as the Beijing Stock Exchange 50 and the Shanghai Stock Exchange 50 rising more than 1%, while the CSI 500, CSI 1000, and STAR 50 indexes fell [32] - **Weekly Overview of GICS Primary Industries in Chinese and Foreign Stock Markets**: Most global GICS primary industries rose this week, with the information technology industry leading (+7.39%), and the healthcare industry performing poorly (-0.02%). In the Chinese market, the financial industry led the rise (+1.91%), and the information technology industry led the decline (-0.84%) [35] - **Weekly Overview of Chinese A - Share CITIC Primary Industries**: Among Chinese A - share CITIC primary industries, 21 rose (30 last week) and 9 fell (0 last week). The leading industry was the automobile industry (+2.71%), and the industry with the largest decline was the national defense and military industry (-1.61%) [36] - **Weekly Overview of Chinese A - Share Styles**: The large - cap growth style was dominant [41] - **Overview of Stock Index Futures Basis**: No specific data was summarized in the text [44] 3. Index Valuation and Earnings Forecast Overview - **Broad - Based Index Valuation**: The text provided PE and PB data for various broad - based indexes this week, at the beginning of the year, and their changes and eight - year percentile rankings [53] - **Primary Industry Valuation**: The text provided PE and PB data for various primary industries this week, at the beginning of the year, and their changes and eight - year percentile rankings [54] - **Broad - Based Index Equity Risk Premium**: The ERP of the CSI 300, CSI 500, and CSI 1000 decreased slightly this week [55][60] - **Consensus Earnings Growth Rate of Broad - Based Indexes**: The expected earnings growth rate of the CSI 300 in 2025 was adjusted down to 8.38% and up to 8.09% in 2026; that of the CSI 500 in 2025 was adjusted down to 37.38% and down to 16.00% in 2026; that of the CSI 1000 in 2025 was adjusted up to 1.55% and down to 18.76% in 2026 [61] 4. Liquidity and Capital Flow Tracking - **Interest Rates and Exchange Rates**: This week, the yield of the 10 - year Treasury bond and the 1 - year Treasury bond rose, and the spread widened. The US dollar index was 100, and the offshore RMB exchange rate was 7.20 [68] - **Trading - Type Capital Tracking**: This week, the average daily trading volume of northbound funds decreased by 13.3 billion yuan compared with last week, and the margin trading balance increased by 4.3 billion yuan [71] - **Capital Inflow Tracking through ETFs**: There were 28 on - site ETFs tracking the CSI 300, 27 tracking the CSI 500, 15 tracking the CSI 1000, and 29 tracking the CSI A500. The share of ETFs tracking the CSI 300 decreased by 1.6 billion shares, that of the CSI 500 decreased by 200 million shares, that of the CSI 1000 decreased by 700 million shares, and that of the CSI A500 decreased by 4.3 billion shares [73][74][78] 5. Tracking of Domestic Macro High - Frequency Data - **Supply Side**: The tire operating rate rebounded rapidly [80] - **Consumption Side**: The number of second - hand housing listings decreased, and international oil prices slightly recovered [90] - **Inflation Observation**: Agricultural product prices reached a new low this year [101]
浑善达克沙地:治沙富民两相宜
Xin Hua She· 2025-05-17 14:07
新华社呼和浩特5月16日电 题:浑善达克沙地:治沙富民两相宜 苏尼特右旗有沙区牧民4600多人,长期以来,当地积极探索保护生态与改善民生"两不误"。 新华社记者贺书琛 去年9月,苏尼特右旗敖伦淖尔嘎查牧民高娃将闲置牛棚改造成了生产车间,配备10台自动化草帘编织 设备,至今已完成700万米稻草帘订单,实现净利润24万元,吸纳50余名农牧民就业,共计带动牧民增 收105万元。 气温回暖,夏意渐浓。眼下浑善达克沙地上有许多忙碌的身影,防沙治沙工程正在如火如荼开展。 苏尼特右旗林业和草原局局长任志忠介绍,今年全旗预计治沙约110万亩,其中以项目合作方式吸纳牧 民参与治沙面积约占70%,预计向牧民支付的管护费和务工费约占工程款总额的30%,全旗近2000名牧 民将因此获益。 在浑善达克沙地西缘,内蒙古锡林郭勒盟苏尼特右旗赛罕锡力嘎查的牧民毕力格图比过去放羊牧牛还要 忙碌,他新购进的3台设备不停运转,将干稻草加工成一捆捆稻草帘。这些稻草帘将被运往沙地深处, 用来制作防沙固沙的草方格。 "家里的牛羊差不多都卖了,买了生产治沙物料的设备。"毕力格图说,他主动申请参与围封禁牧,联合 5户牧民成立了合作社,投资30多万元购进设备 ...
发改委:加力扩围实施以工代赈 促进重点群体就业增收
Zheng Quan Shi Bao· 2025-05-13 18:01
国家发展改革委5月13日消息显示,国家发展改革委地区振兴司日前联合有关部门组织召开视频会议, 部署推进加力扩围实施以工代赈促进重点群体就业增收工作。 会议强调,各地要深刻领会、坚决贯彻落实近期中央政治局会议和国务院常务会议有关部署要求,充分 认识扩大以工代赈等支持在加强超常规逆周期调节中的重要作用,有效发挥以工代赈促进返乡农民工和 农村脱贫人口、防止返贫监测对象等低收入人口就业增收的政策功能,切实增强做好以工代赈工作的责 任感、使命感和紧迫感。要加强部门协同联动,聚焦相关重点群体就业增收需求,围绕城乡融合发展和 农业农村领域中小型基础设施建设,进一步加大以工代赈项目谋划储备力度,深入挖掘工程建设、服务 保障、项目管理和建后管护等各环节务工岗位,高标准高质量抓好以工代赈项目组织实施,尽最大可能 吸纳带动相关重点群体就地就近就业,确保及时足额发放劳务报酬,并通过岗前培训、以工代训等方 式,同步提升务工群众就业技能。 4月18日国务院常务会议研究的稳就业稳经济推动高质量发展若干举措包括支持就业、稳定外贸发展等 五方面具体内容。其中,在支持就业方面,就包括了扩大以工代赈支持等具体举措。 人力资源社会保障部副部长俞家栋 ...
鄂尔多斯市杭锦旗:“1+4”生态治理模式让农牧民“出力”又“获利”
Nei Meng Gu Ri Bao· 2025-05-13 04:30
Core Viewpoint - The "1+4" model implemented in the ecological governance project in the Kubuqi Desert aims to engage local herders in ecological restoration while providing them with economic benefits, thereby enhancing both environmental and economic outcomes for the community [3][4][8]. Group 1: Project Implementation - The ecological governance project in the Kubuqi Desert covers an area of 585 acres, where local herders are actively involved in constructing sand barriers and planting willows [1][6]. - The project began on April 23, 2023, and is expected to be completed by mid-May, with participants earning approximately 300 yuan per day [1][6]. - The "1+4" model encourages herders to participate in ecological projects through cooperatives, allowing them to share in the benefits of ecological development [4][8]. Group 2: Economic Benefits - Under the "1+4" model, herders can earn compensation for land restoration, rent out facilities, and provide necessary materials for the project, thus generating multiple streams of income [8][9]. - The average income for village collectives involved in ecological projects reached 430,000 yuan, with 13 demonstration villages earning over 500,000 yuan annually [9]. - The model not only addresses local employment issues but also significantly increases the income of herders, contributing to the overall economic uplift of the community [9]. Group 3: Future Prospects - The successful implementation of the "1+4" model in 2023 sets the stage for its expansion across the entire region starting in 2024, with plans for continuous improvement and adaptation [8][9]. - The project is positioned as a replicable model for ecological construction that can be promoted nationwide, highlighting its potential for broader application [8].
乌兰察布市“以工代赈”兴绿富民
Nei Meng Gu Ri Bao· 2025-05-12 02:22
Core Viewpoint - The implementation of the "work-for-relief" model in the ecological restoration projects in Ulanqab City is effectively enhancing both ecological construction and the income of local herders, demonstrating a successful synergy between environmental and economic benefits [1][2][3] Group 1: Ecological Restoration and Economic Benefits - The "work-for-relief" model allows herders to participate in ecological projects while earning income, with one herder reporting a monthly income of 2400 yuan from tree planting activities [1] - The Ulanqab City plans to implement 3.2451 million acres of ecological construction under the "Three North" project by 2025, with a total investment of 1.46 billion yuan, allocating at least 10% of the project funds for the "work-for-relief" initiative [2] - As of April, the city has employed 8415 workers daily, distributing a total of 1.263 million yuan in labor fees, showcasing the scale of employment generated through these projects [2] Group 2: Training and Innovative Models - Ulanqab City is actively conducting training and learning activities for the "work-for-relief" model to enhance the capabilities and awareness of involved personnel, thereby expanding participation opportunities for more herders [3] - The city is exploring innovative models such as "village collective + herders" and "cooperatives + herders" to encourage local participation in ecological construction, which has increased the enthusiasm of herders to engage in environmental efforts [3] - The establishment of demonstration sites in Siziwang Banner and Huade County aims to leverage the organizational role of village collectives and cooperatives, further promoting local involvement in ecological restoration [3]
10万公里、1947亿元、3.5亿吨……多领域“硬核”成绩单支撑经济发展稳步向前
Yang Shi Wang· 2025-05-11 09:44
Group 1: Rural Road Development - In 2025, the Ministry of Transport plans to implement a new round of rural road improvement actions, aiming to enhance the modern rural transportation system [1] - The plan includes the construction and renovation of 100,000 kilometers of rural roads, the addition of 250 towns with access to roads of grade three or above, and the addition of 12,000 natural villages with a larger population to hardened roads [1] - The Ministry will also focus on the digital transformation of rural roads, including the establishment of information systems for road conditions and automated detection [3] Group 2: Railway Investment - From January to April 2025, the national railway completed fixed asset investments of 194.7 billion yuan, reflecting a year-on-year increase of 5.3% [6][8] - Key railway construction projects under the "14th Five-Year Plan" are being accelerated, with significant investments in western regions [8] - The focus will be on enhancing the overall functionality and efficiency of the railway network, with several major projects expected to commence construction within the year [10] Group 3: Water Conservancy Projects - Major water conservancy projects across the country are advancing, with significant progress reported in various initiatives [10] - The Huanghe Ancient Water Diversion Project is highlighted as a core project, utilizing innovative construction methods to improve efficiency [15] - The Jiangsu and Anhui provinces' water diversion projects are also accelerating, with substantial completion of key construction phases [17][18] Group 4: Steel Production - In the first quarter of 2025, China's steel production exceeded 350 million tons, marking a year-on-year increase of 6.1% [20][24] - The steel industry is undergoing a transformation towards green and low-carbon development, responding to external uncertainties [22] - The production of crude steel and pig iron also saw slight increases, indicating stable operational conditions within the industry [24] Group 5: Green Electricity Trading - China has achieved its first cross-provincial peak-shifting green electricity transaction, with 12 million kilowatt-hours of green electricity sent from Xinjiang to Beijing [26] - This transaction demonstrates the optimization of energy resources through market mechanisms, promoting energy complementarity between regions [28] - The scale of green electricity entering Beijing is expected to exceed 40 billion kilowatt-hours in 2025, reflecting a growing trend in renewable energy utilization [32]
广东:推动工资性收入合理平稳增长
news flash· 2025-05-07 07:53
Core Viewpoint - The Guangdong Provincial Government has issued an implementation plan to boost consumption, focusing on actions to increase residents' employment and income [1] Group 1: Employment and Income Initiatives - The plan aims to promote reasonable and stable growth in wage income [1] - The "Million Talents Gather in South Guangdong" initiative targets the employment and entrepreneurship of 1 million college graduates in Guangdong [1] - The implementation of three major projects: "Cantonese Cuisine Master," "Guangdong Skilled Workers," and "South Guangdong Housekeeping," aims to train over 780,000 individuals by 2025 to enhance skilled labor employment and income [1] Group 2: Support for Vulnerable Employment Groups - Special employment service activities will be organized to assist older individuals, people with disabilities, long-term unemployed, and zero-employment families [1] - The construction of "employment service circles" will be promoted, enhancing employment stations and gig markets [1] - The policy of temporarily reducing unemployment insurance rates will continue [1] Group 3: Skills Training and Wage Standards - Focused skill training actions will be conducted in key sectors and for specific groups, along with proper evaluation of vocational skill levels [1] - A mechanism for the regular adjustment of minimum wage standards will be established [1] Group 4: Infrastructure and Employment Opportunities - The plan promotes the use of labor in key national projects, such as transportation and water conservancy, as well as in small-scale agricultural and rural infrastructure projects [1] - Efforts will be made to strengthen the governance of wage arrears, ensuring that workers receive their due earnings [1] - The goal is to create over 1.1 million new urban jobs by 2025 [1]
格林大华期货早盘提示-20250429
Ge Lin Qi Huo· 2025-04-29 03:18
早盘提示 Morning session notice 研究员: 于军礼 从业资格: F0247894 交易咨询资格:Z0000112 联系方式:yujunli@greendh.com | 板块 | 品种 | 多(空) | | 推荐理由 | | | --- | --- | --- | --- | --- | --- | | | | | 【行情复盘】 周一两市主要指数延续震荡行情,成长类指数偏弱。两市成交额 1.05 万亿元,变 | | | | | | | 化不大。中证 1000 指数收 5877 点,跌 62 点,跌幅-1.05%;中证 500 指数收 5598 | | | | | | | 点,跌 28 点,跌幅-0.51%;沪深 300 指数收 3781 点,跌 5 点,跌幅-0.14%;上证 | | | | | | | 50 指数收 2651 点,涨 2 点,涨幅 0.09%。行业与主题 ETF 中涨幅居前的是游戏 | | ETF、 | | | | | 银行 ETF 基金、科创芯片 50ETF、绿电 ETF、钢铁 ETF,跌幅居前的是房地产 ETF、 | | | | | | | 机器人 ETF 易方达、建 ...
【广发宏观王丹】提振消费专项行动:政策线索下的十个想象空间
郭磊宏观茶座· 2025-03-18 13:22
Core Viewpoint - The article emphasizes the importance of various government policies aimed at boosting consumer spending and stabilizing the economy, particularly through wage adjustments, infrastructure projects, and support for families and small businesses. Group 1: Wage and Employment Policies - The existing minimum wage adjustment mechanism will be improved, with a goal for all provinces to adjust their minimum wage standards by 2025, potentially leading to a faster annual compound growth rate [1][10][11] - In 2024, the "work for relief" policy is expected to absorb 3.32 million jobs and distribute labor remuneration of 47.8 billion yuan, with year-on-year growth of 31% and 32% respectively [2][12] Group 2: Housing and Financial Policies - There is a plan to lower housing provident fund loan rates and expand its usage, which is seen as crucial for stabilizing the real estate market and consumer spending [3][13] - The government aims to expedite the payment of debts owed to small and micro enterprises, which is vital for improving cash flow and ultimately boosting consumer spending [4][14] Group 3: Family and Childcare Support - The establishment of a childcare subsidy system is being actively pursued, with potential impacts on consumer spending estimated to increase by 0.1 to 0.3 percentage points [5][15] - Policies encouraging local exploration of spring and autumn breaks for primary and secondary schools are expected to enhance family travel and consumption, potentially generating an additional 30.7 to 76.7 billion yuan in tourism revenue [6][16] Group 4: Consumer Behavior and Market Dynamics - The shift from purchase management to usage management in the automotive sector is anticipated to alleviate supply constraints and stimulate retail sales [7][17] - The implementation of pediatric service initiatives and support for elderly care services is expected to address key demographic challenges and enhance consumer spending capacity [8][18] Group 5: Infrastructure and Urban Development - The promotion of elevator installations in multi-story buildings is part of a broader urban renewal strategy, which will benefit elderly and mobility-impaired populations [9][19] - The use of fiscal subsidies and loan interest discounts is aimed at integrating consumer promotion with social welfare, enhancing consumer confidence and spending [10][20]