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撤县并省,猛砸铁饭碗:越南为何这么急?
虎嗅APP· 2025-07-16 00:05
以下文章来源于国民经略 ,作者凯风 国民经略 . 在这里,读懂中国经济、城市和楼市 本文来自微信公众号: 国民经略 (ID:guominjinglve) ,作者:凯风,原文标题:《撤县并省! 猛砸铁饭碗,开始了》,头图来自:视觉中国 行政区划改革,涉及重重利益调整,放在任何一个地方都历来不易。 越南靠着"8年战略准备,8个月快速实施"成功落地,速度之快、力度之大、动作之猛令外界瞠目。 撤县并省,全面落地。 一夜之间,越南全国63个省市精简为34个省级单位,628个县级行政机构被整体撤销,1万多个乡级 单位合并为3321个。 这场被越南称为"重整江山"的史上最大行政改革,自去年10月启动,仅8个月时间就已尘埃落定。 受此影响,越南短期将裁撤近10万个"铁饭碗",长期则有25万个行政、事业编制受波及,而越南只 有1亿人口。 不只是行政改革,今年以来, 《越南废除计划生育》、 推行15年免费义务教育;与美国率先达成关 税协议,同时宣布加入金砖伙伴国…… 动作一个接一个,给人以"时不我待"的紧迫感,越南为何这么急? 一、撤县并省,力度有多大? 经过这轮改革,越南县级行政单位不复存在,地方行政体系从"省-县-乡"三级制 ...
写在上半年最后一天:港股IPO夺回全球第一的三大核心逻辑
Sou Hu Cai Jing· 2025-06-30 13:06
Group 1 - The core viewpoint of the article is that the Hong Kong Stock Exchange (HKEX) has regained its position as the world's leading IPO market, with a significant increase in fundraising activities in the first half of 2025 [2][14]. - According to Ernst & Young's report, HKEX's IPO fundraising accounted for 24% of the global total in the first half of 2025, surpassing both NASDAQ and NYSE [2]. - The number of IPOs and the amount raised in Hong Kong are expected to grow by 33% and 711% respectively compared to the same period last year [2]. Group 2 - As of June 20, 2025, HKEX had 31 IPO projects with a total fundraising of 884 billion HKD, exceeding the total amount raised in the previous year [2]. - The average fundraising amount for IPOs in Hong Kong in 2023 was only 6.77 million HKD, marking a ten-year low, with only one IPO exceeding 5 billion HKD [3]. - The IPO market in Hong Kong has seen a turnaround this year, with several notable IPOs contributing to the market's recovery [3][4]. Group 3 - Notable IPOs this year include the toy company Bluc, which set a record with a subscription amount of 877.5 billion HKD, and the beverage company Mixue, which raised 1.84 trillion HKD in subscriptions [4][8]. - The performance of newly listed companies like Mixue and InnoCare has significantly improved market sentiment, with Mixue's stock price rising by 153.6% from its issue price [8][9]. - The influx of southbound capital through the Stock Connect program has reached a record net inflow of 186 billion HKD in the first half of 2025, indicating strong investor interest [9][13]. Group 4 - The structure of the Hong Kong stock market is changing, with a shift towards sectors such as healthcare, technology, and consumer goods, which have shown strong performance [11][12]. - The Hang Seng Index has seen significant gains, reaching its highest levels since 2021, driven by strong performances from various sectors [11]. - The article highlights the potential for continued growth in the Hong Kong IPO market, with expectations for over 50 new economy companies to list in the second half of 2025, potentially raising over 160 billion HKD [13][14].