以下文章来源于城市财经 ，作者余飞 城市财经 . 以数据说话，剖析城市产业、经济与楼市！ ------------------------------ 作者： 余飞 来源：城市财经 01 生娃送房，照进了现实 湖北的生娃政策，再次刷屏了。 之前是天门市。 2024年，天门市明确提出： 从2024年4月1日至2027年5月1日期间，对生育二孩、三孩的天门市户籍夫妇且新生儿户籍登记在 天门的，给予一次性生育奖励和分娩补助，发放新建普通商品住房认购券，减免孕育费用，提高产 假待遇，享受税收优惠政策，提供托育服务，实行职称职级倾斜等七方面鼓励措施。 由于政策集中在二孩、三孩，所以去年天门的出生人口中，二孩、三孩占到了一半。 有人计算了一下，当下的天门居民， 二孩家庭累计最高可享受价值约287188元的奖励、补贴及免 费服务，三孩家庭 累计最高可享受价值约355988元的奖励、补贴及免费服务。 近日，湖北省十堰市下辖的竹山县2023年推出的特别亮眼的催生政策，也被媒体再次拿出来加热 了一波： 2021年6月1日至2026年6月1日期间生育的二孩、三孩家庭，从发文之日（2023年11月9日）起 至2024年12月31日期 ...

所有炒股的粉丝一定要仔细看了，今天给各位推荐这位特别火的牛散，他连续2个月的布局战绩辉煌，很多粉丝抄他作业都吃到了肉。 最最主要的是，他每次布局都是提前发在文章里，既不收费，又没有任何套路。我还特意去认真审阅了他的公众号，确确实实有真材实料，操作上绝对是 顶级，而且他的研判言简意赅，没有半句废话，真的是金融圈的良心博主。 有需要的就赶紧去抄作业。 不知道如何操作的，都点下方微信名片关注他联系他。 作者：余飞 01 生娃送房，照进了现实 湖北的生娃政策，再次刷屏了。 之前是天门市。 2024年，天门市明确提出： 从2024年4月1日至2027年5月1日期间，对生育二孩、三孩的天门市户籍夫妇且新生儿户籍登记在天门的，给予一次性生育奖励和分娩补助，发放新建普通 商品住房认购券，减免孕育费用，提高产假待遇，享受税收优惠政策，提供托育服务，实行职称职级倾斜等七方面鼓励措施。 由于政策集中在二孩、三孩，所以去年天门的出生人口中，二孩、三孩占到了一半。 近日，湖北省十堰市下辖的竹山县2023年推出的特别亮眼的催生政策，也被媒体再次拿出来加热了一波： 2021年6月1日至2026年6月1日期间生育的二孩、三孩家庭，从发文之日 ...

（来源：全国妇联女性之声） 时序更迭，万象更新 2026年如期而至 2026年是"十五五"开局之年 你对新的一年有哪些期待 一起来看这组海报 是否也有你的新年新期待 "十五五" 开局之年 积极培育新职业新岗位,支持企业稳岗扩岗。完善人力资 源供需匹配机制,健全终身职业技能培训制度,强化择业 和用人观念引导,着力解决结构性就业矛盾。完善就业支 持和公共服务体系,稳定和扩大高校毕业生、农民工、退 役军人等重点群体就业,推动灵活就业、新就业形态健康 发展。加大创业支持力度,增强创业带动就业效应。 稳步扩大免费教育范围,探索延长义务教育年限。推动基 础教育扩优提质,统筹义务教育优质均衡发展、学前教育 优质普惠发展,扩大普通高中办学资源,办好特殊教育、 专门教育。推动高等教育提质扩容,扩大优质本科教育招 生规模。 十五五" 开局之年 逐步提高城乡居民基础养老金。健全多层次医疗保障体系。 扩大失业、工伤保险覆盖面,建立健全职业伤害保障制度。 完善社保关系转移接续政策,提高灵活就业人员、农民工、 新就业形态人员参保率。健全社会救助体系。完善空巢老 人、困境儿童、残疾人等群体服务保障体系。坚持男女平 等基本国策,保障妇女儿童 ...

Group 1 - The dairy sector is experiencing a strong upward trend, with multiple stocks reaching their daily limit, indicating positive market sentiment [1] - The upcoming national medical insurance conference on December 13 aims to promote maternity insurance and long-term care insurance, expanding coverage to flexible employment workers and migrant workers [1] - The number of people covered by maternity insurance in China has reached 255 million, with nearly 95% of regions directly providing maternity benefits to insured individuals [1] Group 2 - The recent favorable maternity policies are expected to alleviate economic burdens on families, potentially stabilizing the declining birth rate in the short term [1][2] - Comprehensive measures are necessary to effectively address the low birth rate issue, as various factors influence reproductive decisions beyond just policy changes [2] - The implementation of a childcare subsidy system starting January 1, 2025, aims to support families with children under three years old, reflecting the government's commitment to addressing low birth rates [2] Group 3 - The optimization of fertility policies is creating significant growth opportunities in the maternal and infant consumption market, which is projected to exceed 8 trillion yuan by 2025 and approach 9 trillion yuan by 2027 [3] - The dairy industry, as a core segment of maternal and infant consumption, is expected to directly benefit from this market expansion [3]

格隆汇12月15日｜A股三大指数集体下跌，截至午间收盘，沪指跌0.11%报3884.93点，深证成指跌 0.71%，创业板指跌1.29%，北证50跌0.36%。全市场成交额11985亿元，较上日成交额缩量577亿元，超 2600股上涨。盘面上，生育政策迎利好，乳业板块全线上涨；控量消息刺激飞天茅台(600519)价格跳 涨，白酒股反弹；保险、零售、钢铁板块逆势上涨。影视院线、AI手机、CPO概念等板块跌幅居前。 | 上证指数 | | | 深证成指 | | | 创业板指 | | | --- | --- | --- | --- | --- | --- | --- | --- | | -3884.93 | | | -13164.03 | | | -3153.07 | | | -4.41 -0.11% | | | -94.3 -0.71% | | | -41.29 -1.29% | | | 市场概况 69.70%用户看涨 > | | | | | | | | | | | | 1985 | 1961 | | | | | | 422 | | | 466 | | | | | 56 75 | 141 45 | | 198 | ...

A股三大指数集体下跌，截至午间收盘，沪指跌0.11%报3884.93点，深证成指跌0.71%，创业板指跌 1.29%，北证50跌0.36%。全市场成交额11985亿元，较上日成交额缩量577亿元，超2600股上涨。盘面 上，生育政策迎利好，乳业板块全线上涨；控量消息刺激飞天茅台价格跳涨，白酒股反弹；保险、零 售、钢铁板块逆势上涨。影视院线、AI手机、CPO概念等板块跌幅居前。 ...

Core Viewpoint - The article emphasizes the Chinese government's commitment to stabilizing the new birth population scale, indicating a shift from merely discussing fertility policies to setting specific population targets, which may lead to enhanced support for birth-related policies [1][3]. Group 1: Birth Policy Developments - The Central Economic Work Conference has consistently addressed fertility policies for five consecutive years, with this year's focus on stabilizing the new birth population scale, suggesting a potential increase in policy support [1][3]. - From 2021 to 2024, the government has progressively enhanced the fertility support policy framework, culminating in the 2024 conference's call for the formulation of new pro-birth policies [3][4]. - Various supportive measures have been implemented, including tax deductions for childcare costs, waiving fees for public kindergarten classes, and annual subsidies for families with children under three years old [3][4]. Group 2: Education Resource Allocation - The changing demographics, particularly the peak in preschool and primary school populations, necessitate adjustments in educational resource allocation, with a focus on increasing high school and higher education capacities [6][7]. - The 2024 enrollment for regular high schools is projected to exceed 10 million, marking a significant increase from the previous year, reflecting the need for expanded educational resources [6][7]. - The government aims to enhance the quality and quantity of higher education by increasing the enrollment capacity of "Double First Class" universities, responding to the public's demand for quality education [7]. Group 3: Fiscal Policy Adjustments - The Central Economic Work Conference has called for optimizing fiscal expenditure structures, particularly in education, healthcare, and elderly care, to improve public welfare [9][10]. - In 2025, the central government's transfer payments to local governments are expected to reach 10,341.5 billion yuan, reflecting an 8.4% increase, aimed at supporting various social programs [9]. - The implementation of free preschool education is set to expand nationwide, benefiting approximately 12 million children, with a significant portion of funding coming from central and provincial governments [9][10].

Core Viewpoint - Guangdong province leads the nation in birth rates, maintaining its position as the top province for births for seven consecutive years, despite a generally low national fertility environment [4][7]. Group 1: Birth Rate Statistics - In 2024, Guangdong's birth rate was 8.89‰, significantly higher than the national average of 6.77‰, with a total of 1.13 million births, accounting for 11.88% of the national total of 9.54 million births [7][12]. - Guangdong has consistently recorded over 1 million births annually for the past five years, a trend that has persisted for over 40 years [9][12]. Group 2: Economic Factors - The economic strength of Guangdong, as the largest economy in China with a GDP exceeding 14 trillion yuan in 2024, provides a solid foundation for child-rearing, with an average cost of raising a child estimated at 540,000 yuan [13][28]. - The province's per capita GDP reached 111,146 yuan, indicating stable income levels that support family planning decisions [13]. Group 3: Cultural Influences - The deep-rooted clan culture in Guangdong fosters a unique perspective on childbirth, with ancestral halls playing a significant role in promoting family lineage and population growth [16][19]. - The preference for larger families is influenced by traditional values, which have led to a gender imbalance, with the male population increasing from 50.9% in 2000 to 52.64% in 2023 [19]. Group 4: Migration and Population Dynamics - Guangdong attracts a large influx of young migrants, with nearly 30 million non-local residents contributing to the province's birth rates, as many are of childbearing age [22][23]. - In 2024, Guangdong experienced a net inflow of 270,000 people, further expanding its reproductive age population [22]. Group 5: Supportive Policies - Guangdong offers a relatively long maternity leave of 178 days, which alleviates concerns for women regarding childbirth and contributes to the province's high birth rate [25][26]. - The combination of economic stability, cultural values, and supportive policies creates a conducive environment for higher birth rates in Guangdong [28][29].

Core Insights - South Korea is experiencing a slight rebound in its birth rate after years of decline, with a 7.2% increase in newborns from January to July 2023 compared to the previous year, marking the highest growth rate since 1981 [1] - The total fertility rate reached 0.8 in July 2023, and if the current trend continues, the birth population is expected to grow for two consecutive years by the end of 2023 [1] Birth Rate Trends - South Korea's birth rate has been declining for over 60 years, with a record low of 0.72 in 2023, making it one of the lowest globally [3][4] - The number of newborns in 2023 was only 230,000, less than one-third of the peak in the 1970s, with Seoul's fertility rate at a mere 0.59 [3][4] Economic and Social Factors - High housing costs and education expenses are significant economic pressures for young South Koreans, leading many to choose to have fewer or no children [4] - The rapid transition from an agricultural to an information society has altered cultural values, with increased female education leading to delayed marriage and childbirth [5] Gender Roles and Family Dynamics - The traditional expectation for men to be the primary breadwinners contributes to a sense of helplessness among young men, leading to a phenomenon known as the "three abandonments" generation [6] - Young people are increasingly prioritizing personal quality of life over traditional family responsibilities, with many delaying marriage and childbirth for career advancement [6] Policy Responses - The South Korean government has implemented various policies to address low birth rates, including financial incentives for families, parental leave, and childcare support [9][10] - Direct economic support includes a one-time birth subsidy of 2 million KRW per newborn and monthly allowances for childcare [10][11] Challenges Ahead - Despite government efforts, the low birth rate poses a long-term social crisis, with predictions of a significant decline in the working-age population and increased pressure on the social security system [8][9] - The current fiscal deficit exceeds 86 trillion KRW, raising concerns about the sustainability of increased financial support for birth and childcare policies [14]

Market Overview - The Shanghai Composite Index has strongly broken through the previous high of 3674 from the "924 market" on August 13, indicating a potential need for a pullback to confirm this breakout [2] - Short-term upward movement of the index may be limited due to insufficient marginal capital to drive significant increases [2] - Market volatility has increased, but the medium-term outlook remains optimistic [2] Market Review - During the week of August 4-8, 2025, small-cap stocks continued to reach new highs for the year, with strong rebounds following dips in the large-cap index [4] - Retail investor participation has become more evident, while growth sectors like technology and pharmaceuticals showed relatively weak performance [4] - There is significant differentiation within growth and value sectors, with large-cap stocks showing fatigue and small-cap stocks demonstrating strong capital absorption [4] Key Drivers of Index Performance - No significant changes in the fundamental landscape, with July's import and export data, CPI, and PPI remaining within expected ranges [6] - Increased risk appetite is supporting small-cap growth, with high levels of margin financing reflecting retail investor entry [6] - Internal policies are actively promoting measures against excessive competition and encouraging birth policies, while external factors include ongoing tariff battles led by Trump [6] Investment Strategy - Domestic economic data indicates resilience despite a slowdown, benefiting market risk appetite [8] - Internationally, the appointment of temporary Fed governors by Trump may maintain favorable liquidity conditions if upcoming CPI data meets expectations [8] Hot Topics - The financial technology ETF has reached a scale of 25 billion yuan as of August 8, 2025, indicating strong interest in this sector [10] - Various ETFs are highlighted for their potential in the current market, including those focused on AI and financial technology [11]