Group 1: Global Economic and Political Landscape - The current period is marked by a restructuring of the global political and economic landscape, coinciding with China's economic transformation and upgrading [1] - The joint statement from the China-U.S. Geneva Economic and Trade Talks in May indicates a temporary easing of bilateral trade relations, but deep-seated strategic competition is expected to persist, particularly in high-tech sectors [1] - China's "dual circulation" development strategy is being accelerated to address external challenges and stimulate domestic demand [1] Group 2: Monetary and Fiscal Policy Outlook - A significant turning point is anticipated in the global macro policy environment in the second half of 2025, with expectations of interest rate cuts from the Federal Reserve and European Central Bank [2] - China's fiscal policy will continue to play a crucial role in counter-cyclical adjustments, with plans for more robust fiscal measures, including increased special bond issuance and targeted support for housing and land reserves [3] - The People's Bank of China is expected to implement a moderately loose monetary policy, with potential further reductions in reserve requirements and loan prime rates [3] Group 3: Investment Opportunities and Market Dynamics - Structural investment opportunities in the second half of the year are expected to focus on technology, new consumption, stable dividend assets, and central government leverage [5] - The technology sector, particularly in areas like AI, semiconductors, and military applications, is highlighted as a key area for investment due to ongoing U.S.-China strategic competition [5] - The capital market is projected to exhibit resilience and vitality, with a focus on high-quality development and opportunities in autonomous innovation, consumption upgrades, and energy transition [6]

放大新赛道就业效应，支持重点群体就业。培育先进制造就业空间，配合国有企业数字化转型、传统产 业绿色转型、重点领域基础研究等需要，增加科技研发部门见习岗位。围绕人工智能、生物制造、商业 航天等领域紧缺岗位，鼓励相关企业联合高等院校、职业学院，开展"订单式"定向培养、培训。探索高 质量"以工代赈"，支持相关企业在交通、水利、农业、生态保护、灾后重建等领域重大工程项目建设 中，优先吸纳当地低收入群体就近务工。 央企作为国民经济的重要支柱，在资源、技术、品牌等方面具有显著优势。当前我国消费领域正处于加 快转型升级的关键阶段，消费政策扎实推进，消费结构持续优化，消费潜力加速释放，为央企助力提振 消费创造了有利条件，央企可进一步发挥自身优势，打通从收入分配到消费支出的全链条通路，培育壮 大内需增量市场，全方位扩大国内需求。 增强激励力度，拓展财富增值空间。加大央企技能人才激励，构建凸显"技能价值+创新贡献"导向的技 能人才薪酬分配体系。促进农民收入增长，强化产业联农带农，助力盘活资产资源。扶助中小企业发 展，强化订单保障，助力中小企业稳业拓市。提升上市公司投资回报，加强投资者关系管理，讲好传统 产业"第二增长曲线"、新兴 ...

推动消费市场活力迸发。渭南加力扩围实施消费品以旧换新，截至目前，消费品以旧换新核销金额 1.6亿元，带动交易金额10.7亿元。下一步，渭南将围绕重点领域持续发放消费券，大力提振消费；畅通 商贸流通体系，加快一刻钟便民生活圈、城市社区商业服务体系建设；丰富文旅产品供给，大力发展赛 事经济，推动文体旅融合发展。 4月29日，陕西省委宣传部、陕西省人民政府新闻办公室举办"持续深化'三个年'活动、聚力打好重 点领域攻坚硬仗"系列新闻发布会。记者从会上获悉：今年一季度，渭南地区生产总值增长5.1%，规上 工业增加值增长9%，固定资产投资增长13.9%，社会消费品零售总额增长5.7%。 渭南市委副书记、市长陈晓勇介绍，渭南持续深化"三个年"活动、聚力打好"八场硬仗"，坚持专班 推进，强化任务分解，加快攻坚突破，奋力推动既定目标任务高质量完成。 推动教育科技人才一体发展。渭南全力支持高校围绕产业布局开展基础学科领域研究、建设科技创 新平台，促进政府、高校、企业协同创新，打造市域产教联合体、行业产教融合共同体；以秦创原（渭 南）创新驱动平台建设为统揽，加快构建"一核+两翼+N产业链"格局，力争科技型中小企业达1200家、 高 ...