Core Viewpoint - The article emphasizes the importance of boosting domestic demand and investment in Henan province to ensure economic recovery and growth, particularly in the second quarter of 2025. Domestic Demand and Consumption - Henan province is implementing a special action plan to boost consumption, focusing on enhancing consumer capacity, expanding product consumption, and improving service quality through eight major actions [1] - The plan aims to address barriers to consumption by promoting high-quality employment, increasing residents' income, and improving the overall consumption environment [1] - The province has allocated 1.5 billion yuan for the "Lego Henan" consumption voucher program to stimulate consumer spending [10] Infrastructure Investment - The provincial government has introduced 14 measures to enhance infrastructure investment, covering the entire lifecycle of infrastructure projects [2] - Key strategies include concentrated project oversight, expedited preliminary work, and strengthened support for major projects [3] Support for Enterprises - The government is expanding its support for key enterprises, increasing the number of companies receiving assistance from 1,500 to 15,000 [4] - Measures include helping enterprises secure orders, reduce costs, and transition to new business models [5] - Financial support will be provided to enterprises with significant revenue growth, with a one-time subsidy of 100,000 yuan for those achieving a 10% increase in revenue [7] Agricultural Production - The second quarter is critical for summer grain production, with efforts focused on managing wheat during its critical growth phase [8] - The province is also enhancing livestock production capabilities and supporting farmers through various policies [9] Foreign Trade - Henan's foreign trade saw a total import and export value of 204.26 billion yuan in the first three months of the year, with a year-on-year growth of 28% [11] - The government plans to stabilize foreign trade through policy support, market expansion, and assistance for enterprises facing challenges [11]

进入二季度，全年工作进入抓落实、抓推进、抓突破的重要节点，这是承上启下的关键期，攻坚突破的 黄金期。要融入服务全国统一大市场建设，加强市场运行监测监管，打通规则障碍，提高运行效率，深 化数据要素市场化改革，加快推动内外贸一体化。注重稳、扩、增用招，着力稳就业、稳企业、稳市 场、稳预期，千方百计扩消费，多策并举增加有效投资。要推动科技创新和产业创新深度融合，坚持教 育、科技、人才一起抓，优化创新平台体系，加快发展科技金融，实施"人工智能+"行动，提升产业链 群能级。注重抓、扭、提用力，全力以赴抓落实，巧借扭矩放大作用找到最佳支点，提升发展质量效 益。要推进产业园区改革发展，加强统筹谋划，深化制度改革，打造吸引力强的投资场景、发展场景。 注重立、改、破用功，以新发展理念引领高质量发展，更好发挥改革关键一招作用，该破的及时破、坚 决破、彻底破。要保民生保安全保稳定，挖潜扩容就业空间，倡导大学毕业生、各类人才投身乡村振兴 事业，防范化解金融风险，维护公共安全和社会稳定。注重准、实、效用心，精准发力、精准施策、精 准落实，做到谋划工作、制定措施、政策落地、解决问题要实，注重效能效果效益。 征途回望千山远，前路放眼万象新 ...

Core Viewpoint - The Chongqing Municipal Government is seeking public opinion on a plan to boost consumption, which includes measures to enhance child-rearing support and promote housing consumption [1] Group 1: Child-Rearing Support - The plan includes the issuance of childcare subsidies in accordance with national policies [1] - It promotes shared parental leave between couples and encourages the exploration of spring and autumn breaks in primary and secondary schools [1] Group 2: Housing Consumption - The initiative aims to secure funding for the construction of affordable and rental housing, while continuing the renovation of urban villages and dilapidated rural housing [1] - It supports low-income families by providing rental subsidies and facilitates the use of housing provident fund for down payments and personal housing loans [1] - The plan also encourages the extraction of housing provident funds to support the installation of elevators in old urban residential areas [1]

文 ｜ 姜娅 陈聪 杨清朴 杜一帆 刘济玮 今年以来我国消费政策全面升级创新，近期细分领域政策相继出台，政策体系逐步完善。近日国家税务总局发布离境退税管理 办法修订细则，三方面推动前期离境退税"即买即退"推广政策落地：①备案流程简化、时间缩短、资质放款，退税商店扩容覆 盖更广阔中小商家；②提额度+降起退点拓宽价格带场景，优质国货商品有望受益；③进一步提升退税便利度。根据我们测算 乐观假设下离境退税市场潜在空间近千亿级别，有望进一步提振消费扩大内需。建议密切关注政策效果显现，潜在受益板块包 括：传统零售板块中经营能力强、调改转型领先企业、消费基础设施和相关运营商、出行服务提供商、景区目的地。 ▍ 离境退税管理办法修订细则发布，"即买即退"推广加速落地。 4月2 6日国家税务总局发布关于修改《境外旅客购物离境退税管理办法（试行）》的公告，从推动退税商店增量扩容、丰富退 税商品供给、提升离境退税服务水平3个方面提出8条政策举措，有望推动"即买即退"推广加速落地。具体来看： 2）额度优化拓宽场景，品类明晰下优质国货受益。 额度上，单笔消费退税上限从5万元提升至1 0万元，现金退税限额从1万元 上调至2万元，起退点从同 ...

中山大学教授申曙光表示，提振消费应该以稳定就业、促进就业为导向，瞄准受到影响的重点人群、区 域和行业，精准实施政策，同时，要在提振物质消费的同时重视服务消费，尤其在人口老龄化背景下， 大力促进医疗健康服务消费，并注重疾病预防等健康消费。 近日，中国社会保障学会主办的"提振消费与社会保障有效作为座谈会"在北京举行，来自中国社会科学 院、中国人民大学、南京大学、中山大学、浙江大学等多所高校专家学者展开热烈讨论。 社会保障具有经济运行减震器的作用。中国社会保障学会会长郑功成表示，要发挥社会保障解民忧、聚 民心、稳预期、振消费、促平等、护安全的功能。"一方面，应当通过扩大社会保障支出来切实减轻人 民群众的后顾之忧，进而释放居民特别是中低收入群体的消费潜力；另一方面，通过加快优化现行社会 保障制度安排来提供清晰、稳定的安全预期。" 中国社会科学院学部委员周弘认为，国内本身即为一个巨大的消费市场，而中低收入群体更是提振消费 的重要人群，未来应重点分析并提高社会保障改革的精准度，比如在医保领域，精准衡量个体医疗消费 的负担和收益比，化解群众后顾之忧。 "提振消费要把握三个基本点：一是有能力消费，二是敢于消费，三是乐于消费。 ...

Core Viewpoint - The Chinese government is focusing on boosting domestic consumption and investment to stabilize economic growth amid global uncertainties and internal demand-supply imbalances [1][3][15]. Group 1: Consumption Incentives - Various regions, including Beijing, Hebei, and Zhejiang, are implementing special action plans to stimulate and expand consumption, addressing income growth and reducing burdens on residents [3][4][10]. - In the first quarter of this year, China's retail sales of consumer goods reached 12.5 trillion yuan, showing a year-on-year growth of 4.6%, indicating a recovery in consumer confidence [6][12]. - The government is promoting policies to enhance consumer confidence and purchasing power, including increasing minimum wage standards and improving social security systems [16]. Group 2: Supply-Side Innovations - There is a shift in consumer demand from basic needs to higher-quality, experience-oriented products, driven by technological advancements and changing consumer preferences [7][8]. - The government is supporting the replacement of old consumer goods with new, energy-efficient products, which has led to significant sales increases in categories like electric bicycles and smartphones [9][12]. - Local governments are focusing on enhancing service quality in sectors such as tourism, dining, and elder care to meet the evolving demands of consumers [10][11]. Group 3: Optimizing the Consumption Environment - The Chinese government is committed to improving the overall consumption environment by enhancing market regulation and consumer protection measures [12][13]. - Initiatives are being launched to strengthen the credit system in the consumption sector and promote trustworthy businesses, aiming to create a safer shopping experience for consumers [14]. - Beijing has initiated a "Iron Fist" action to combat consumer rights violations, focusing on various sectors to ensure product safety and quality [14]. Group 4: Expert Insights - Experts highlight the importance of increasing residents' income and improving the social security system to boost consumption capacity, particularly in service sectors like health, education, and tourism [15][16]. - The ongoing economic policies are expected to gradually enhance consumer confidence and stimulate demand, contributing to a more vibrant market [16].

| | | 沪镍产业日报 2025-04-29 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:沪镍(日,元/吨) | 124180 | -510 05-06月合约价差:沪镍(日,元/吨) | -210 | -40 | | | LME3个月镍(日,美元/吨) | 15685 | 195 主力合约持仓量:沪镍(日,手) | 71954 | 1797 | | | 期货前20名持仓:净买单量:沪镍(日,手) | 3380 | -1064 LME镍:库存(日,吨) | 201564 | 138 | | | 上期所库存:镍(周,吨) | 29587 | -745 LME镍:注销仓单:合计(日,吨) | 23238 | -264 | | | 仓单数量:沪镍(日,吨) | 24368 | -264 | | | | 现货市场 | SMM1#镍现货价(日,元/吨) | 125600 | 550 现货均价:1#镍板:长江有色(日,元/吨) | 125600 | 650 | | | 上 ...

智通财经4月29日电，湖北省委常委会4月28日下午召开会议。会议指出，要坚持从发展大局出发，把提 振消费作为战略之举，大力实施提振消费专项行动，推动经济持续回升向好。要坚持问题导向、目标导 向、效果导向，统筹好扩大消费需求和优化消费供给，统筹好"投资于物"和"投资于人"，统筹好"硬投 入"和"软建设"，推动形成需求牵引供给、供给创造需求的更高水平动态平衡。 湖北：把提振消费作为战略之举 大力实施提振消费专项行动 ...

Group 1: Tourism and Economic Development - Yaan City, located in the geographical center of Sichuan Province, is expected to receive over 27 million tourists and generate over 26 billion yuan in tourism revenue in 2024 [1] - The People's Bank of China Yaan Branch is implementing policies to boost consumption and expand domestic demand, focusing on rural tourism and health tourism [1] Group 2: Financial Support for Night Economy - The Yaan Branch of the People's Bank of China is guiding local banks to provide differentiated financial support for the night economy, including customized loans for street vendors [2] - Yaan Commercial Bank has launched a "Business Easy Loan" with a maximum credit limit of 10 million yuan to support the upgrade and expansion of accommodation and dining businesses [2] - Since 2025, local banks have utilized relending funds to issue 133 million yuan in loans to individual businesses at an average interest rate of 3.65% [2] Group 3: Quality Improvement in Cultural and Tourism Consumption - The Yaan Branch of the People's Bank of China is increasing credit support for the cultural and tourism industry, facilitating financing connections through government and enterprise meetings [3] - Specialized loan products such as "Lejia Tour," "Huiyi Loan," and "Homestay Loan" have been introduced, with approximately 370 million yuan issued by 2025 [3] - A risk-sharing fund of 50 million yuan has been established to support the development of the cultural and tourism industry, leading to the issuance of 2.19 billion yuan in loans [3] Group 4: Growth of Elderly Care and Childcare Services - The Yaan Branch of the People's Bank of China is encouraging banks to meet the financing needs of existing elderly care and childcare service providers [4] - Local banks have launched personal consumption loan products like "Easy Care Loan" to enhance consumption security for elderly services [4] - By early 2025, local banks have provided 823 home service transactions and 397 remote video services for elderly individuals, totaling 40.6165 million yuan [4]

智通财经4月29日电，江苏省政府4月28日召开常务会议，审议《提振消费专项行动方案贯彻落实措施》 《江苏省优化营商环境行动方案（2025版）》。会议强调，要切实把思想和行动统一到党中央对当前经 济形势的科学判断和经济工作的决策部署上来，保持战略定力、坚定发展信心、增强工作韧劲，坚决扛 起挑大梁政治责任，着力稳就业、稳企业、稳市场、稳预期，以高质量发展的确定性应对外部环境急剧 变化的不确定性。要扩围提质实施"两新"政策，加力实施"两重"建设，充分激发群众消费意愿，使内需 成为拉动经济增长的主动力和稳定锚。着力优化发展环境和政策供给，推动助企纾困政策直达快享，进 一步强化产业创新、推进外贸产品拓内销、扩大多元出口、降低企业成本，拓宽科技企业融资渠道，充 分激发各类经营主体活力。积极融入和主动服务全国统一大市场建设，扎实开展规范涉企执法专项行 动，推进生物医药全产业链、服务业、数字贸易等开放创新试点，加强"走出去"综合服务体系建设。持 续巩固房地产市场稳定态势，加大高品质住房供给，加快加力清理拖欠企业账款。扎扎实实做好民生工 作，落实好"稳岗返还"等稳就业政策，稳定粮食等重要农产品价格，抓好安全生产和防灾减灾，全力 ...