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上市公司年报彰显中国经济韧性
Jing Ji Ri Bao· 2025-04-28 22:04
上市公司积极作为,直面剧烈变化、纷繁复杂的国际环境,开拓创新、克难奋进。上市公司年报如同多 棱镜,折射出中国优秀企业守正创新的生动实践。既有"向科技创新要增量"的果敢,也有"以全球布局 防风险"的远见;既包含传统产业"老树发新芽"的智慧,更彰显新兴产业"星火可燎原"的势能。 在全球经济的惊涛骇浪中,外部不确定性带来的风险客观存在,倒逼我们加快转型升级,加快高质量发 展的步伐。对于中国这样一个超大规模经济体而言,关键还是要集中精力办好自己的事。中国经济复苏 有活力,高质量发展有"向新力",未来发展有潜力,经济长期向好的基本趋势没有改变,也不会改变。 (文章来源:经济日报) 根据Wind数据,截至4月25日,有超3500家上市公司披露2024年年报,合计实现营收56.67万亿元,同比 减少0.05%;实现归母净利润4.84万亿元,同比增长3.32%。这些数据不仅反映了微观主体的经营韧性, 更勾勒出中国经济在复杂国际环境中的稳健底色和韧性潜能。 创新驱动是价值链攀升的底层逻辑。年报显示,上市公司研发投入强度显著提升,以AI技术、半导 体、新能源为代表的创新领域正在成为增长引擎。中国优秀创新企业向全球价值链高端跃迁, ...
用好价格引导这盏“信号灯”
Guang Zhou Ri Bao· 2025-04-28 19:19
Core Viewpoint - The article emphasizes the importance of price governance mechanisms in guiding resource allocation and supporting national strategies while addressing public welfare needs [1][2]. Group 1: Price Governance Mechanism - The "Opinions" document aims to innovate price guidance mechanisms in key sectors to maintain economic security amidst complex international conditions [2]. - The establishment of a price mechanism for natural gas power generation and energy storage is highlighted as a means to support the new power system [2]. - Guangdong's experience in creating a spot market for electricity demonstrates the balance between market needs and safety during the energy transition [2]. Group 2: High-Quality Development - A well-functioning price mechanism acts as a "signal light" for resource allocation, with the innovation in the "Opinions" allowing for more precise price signals in critical areas [3]. - The national carbon market is cited as a successful example, with a cumulative transaction volume of 43 billion yuan by the end of 2024, encouraging companies to reduce carbon emissions [3]. - The construction of a data factor market is also discussed, where pricing mechanisms can facilitate the flow of data resources, enhancing productivity [3]. Group 3: Public Service Price Reform - Public service price reform is crucial for improving the quality of services, with the "Opinions" suggesting that the government should ensure basic needs while the market provides quality services [3][4]. - Medical price reform is presented as an example, where adjustments in pricing reflect the value of medical professionals' services while reducing unnecessary costs for patients [3]. - The implementation of a tiered pricing system for utilities aims to stabilize basic needs while promoting conservation among residents [3][4].
着力稳就业与稳预期,以高质量发展应对外部不确定性
4月28日,国新办举行新闻发布会,介绍稳就业稳经济推动高质量发展政策措施有关情况。这些举措与 去年9月一揽子增量政策、去年12月中央经济工作会议和今年3月全国两会部署任务形成接续,同时也因 应了外部环境最新变化。 同时,围绕康养托育、先进制造、现代服务、新职业等就业容量大、招聘需求旺的领域,加大职业技能 培训力度;强化政策激励,提高企业和劳动者培训的积极性,促进劳动者提升技能,以适应经济结构转 型的劳动力市场需求。 适度宽松的货币政策将为稳就业稳经济护航。包括适时降准降息,保持流动性充裕,发挥好货币政策工 具总量和结构双重功能,创设新的结构性货币政策工具,围绕稳就业、稳增长重点领域,精准加力做好 金融支持。包括落实创业担保贷款政策,加力稳外贸、促消费、扩投资等,并将适时推出增量政策。 更好发挥内需主动力作用是稳就业稳经济的主要手段,通过增加中低收入群体收入,大力提振消费,扩 大有效投资,实现做强国内大循环的目标。重点是加大资金支持力度,扩围提质实施"两新"政策,加力 实施"两重"建设,以确保继续沿着高质量发展的道路前进。 大力提振消费是关键。除了继续加力以旧换新,会议提出建立实施育儿补贴制度,创设专项再贷款工 ...
以稳待胜 - 4月政治局会议解读
2025-04-28 15:33
以稳待胜 - 4 月政治局会议解读 20250428 • 政治局会议强调外部冲击加大,将经贸问题上升到斗争高度,政策重心向 外事倾斜。面对出口压力,内需需对冲,但政策保持底线思维,通过高质 量发展应对不确定性,避免大规模刺激。 • 内需方面,强调提高中低收入群体收入,抓手包括服务消费、两新两重。 服务消费被特别强调,两新要扩围,两重则要加力。这些措施旨在保民生, 并多措并举帮扶困难企业,加强融资支持。 • 防风险方面,地方债风险重新被放在首位,重点强调加快解决地方政府拖 欠企业账款问题,以改善企业现金流,从而保护企业主体,这与去年 12 月中央经济工作会议精神相符。 • 财政政策强调存量资金的使用,专项债和特别国债发行进度较慢,未来可 能需要提速。特别国债计划从 4 月持续到 10 月,二季度或调整单笔发行 规模,加快发行进度。 • 货币政策方面,增量主要体现在结构性工具上,新增设立了新的结构性货 币政策工具和新型政策性金融工具,以支持科技创新、消费和稳定外贸, 或类似于 2022 年央行与政策性银行共同发力。 Q&A 4 月份政治局会议的整体解读是什么? 4 月份的政治局会议整体符合预期,主要以加快存量政策 ...
4月28日晚间央视新闻联播要闻集锦
Group 1 - The 100th anniversary of the All-China Federation of Trade Unions was celebrated, with Xi Jinping emphasizing the importance of uniting the working class to achieve national rejuvenation [2][3] - The State Council announced multiple policy measures aimed at stabilizing employment and promoting high-quality economic development [5][6] - The central government will support 60 counties in implementing small-scale water diversion projects to address rural water supply issues [7][8] Group 2 - A recent poll indicated that over 70% of Americans believe that the government's economic policies may lead to a recession in the short term, with 71% attributing inflation to tariff policies [20]
湖北咸宁构建大财政体系 激活高质量发展新动能
Sou Hu Cai Jing· 2025-04-28 09:29
Core Viewpoint - The Hubei Xianning government is focusing on enhancing its fiscal capacity to support the development of the Wuhan metropolitan area as a key growth engine for green development [1][3]. Fiscal Performance - In 2024, Xianning's general public budget revenue reached 11.568 billion yuan, with a year-on-year growth of 12.1%, outperforming the provincial average by 6.7 percentage points [3]. - The city maintained a strong focus on social welfare, with over 78% of expenditures allocated to people's livelihood [3]. Revenue Generation Strategies - The fiscal department aims for a 7% growth in general public budget revenue, employing various strategies to expand revenue sources [4]. - Initiatives include establishing incentive mechanisms, promoting tax policies to support key industries, and enhancing investment attraction [4]. - The department is also focusing on revitalizing idle assets, including 46,000 acres of undeveloped land and old factories [4]. Policy Support for Development - The fiscal department is leveraging long-term special bonds and local government bonds to support five major initiatives [5]. - A total of 3.633 billion yuan is allocated for industrial chain investment, while 2.285 billion yuan is designated for technological innovation and industry integration [5]. - Government investment of 5.783 billion yuan is directed towards key projects, aiming to stimulate social capital participation [5]. Social Welfare and Expenditure Structure - The fiscal department is optimizing its expenditure structure to enhance public satisfaction, implementing policies for direct fund allocation [7]. - The department plans to reduce general expenditures by 10% and redirect those funds to education, healthcare, and elderly care [7]. Reform and Mechanism Enhancement - Xianning is advancing fiscal reforms to create a comprehensive fiscal system, targeting over 1 trillion yuan in total assets by 2025 [8]. - The establishment of a 3 billion yuan regional mother fund aims to attract projects in various sectors, including culture and tourism [8]. - The city is also reforming its fiscal system at the district level and incentivizing green industry development in rural areas [8].
滨城区高质量发展迈出新步伐
Qi Lu Wan Bao· 2025-04-28 09:26
Beach 1 Not 200 THE COLLE = . o 2025年滨城区基层党建重点工作任务推进会暨 The all C BELL an type r fre le ..... and 10 2017 11 PDC As 通讯员 张永滨 郭文艺 ◥ 多措并举提升干部内生动力 山东三元生物科技股份有限公司年产70000吨高端生物功能糖项目 小麦精深加工产业园 2025年滨城区春风行动暨就业援助月 城市的品质,源于工业经济、招商引资、民生事业等多种要素的交织。作为滨州市主城区,开年以来,滨城 区锚定"走在前、挑大梁"目标,聚力打赢"三大战役"、推进"三大行动"、实施"七大工程",全区经济社会 呈现稳中有进、质效双升的良好态势。多项经济指标亮眼,消费潜力加速释放,民生事业持续改善……为 滨城区在全市高质量发展中走在前、当排头蓄势赋能。 招商引资激活"源头活水"。招商引资是经济工作的"生命线",滨城区创新实施重点产业链"1+1+N"招商机 制,开展揭榜挂帅招商引资专项行动,瞄准新能源新材料、高端装备制造、食品加工、家纺纺织等重点产 业,赴京津冀、长三角、成渝等重点区域开展招商活动15次,推动电池新材料、高端数 ...
华夏银行成功举办服务首都国企高质量发展大会
Xin Jing Bao· 2025-04-28 09:21
4月28日,"华夏银行服务首都国企高质量发展大会"隆重召开,北京市国资委领导、16家首都国企主要 负责人及媒体代表齐聚一堂,共商国企改革深化提升行动背景下产融协同新路径,共同见证华夏银行与 首都国企开启合作新篇章。会上,华夏银行与16家首都国企签署战略合作协议,通过深化银企合作、创 新金融服务,助力首都国企在服务国家战略和首都功能定位中发挥更大作用。 首都国企作为推动北京经济发展的"主力军",是激发市场活力的关键力量。华夏银行本次活动旨在推动 与首都国企合作向纵深发展,共同打造"政银企投"合作新模式。此次大会邀请了涵盖城市基建、民生保 障、先进制造等多个关键领域的重点企业代表,通过项目对接、产业协同、数字赋能等多元合作、协同 发展的创新模式,建立起"产融结合、优势互补、合作共赢"的发展合作机制,标志着华夏银行与首都国 企的合作向更深层次、更广维度迈进。 以至臻方案,启服务新篇 会上,华夏银行重点推介了产业数字金融、境外投融资等重点产品与服务,为首都国企精心打造多元 化、综合化金融服务生态,倾力服务首都国企高质量发展。 以同心之力,创未来新局 华夏银行与首都国企这场双向奔赴的盛会,既是落实"金融服务实体经济"要 ...