Domestic Market Overview - The domestic market experienced wide fluctuations and a strong rebound on August 28, with the Shanghai Composite Index closing at 3843.6 points, up 1.14%, and the Shenzhen Component Index closing at 12571.37 points, up 2.25% [1][4] - The STAR 50 index rose by 7.23%, and the ChiNext index increased by 3.82%. The total trading volume of the A-share market was 300.09 billion yuan, showing a decrease compared to the previous day [1][4] - Among the 30 first-level industries of CITIC, 22 industries declined, with significant gains in communication, electronics, and comprehensive finance, while coal, agriculture, forestry, animal husbandry, and fishery saw the largest declines [1][4] Overseas Market Overview - On August 28, the three major U.S. stock indices experienced slight gains, with the Dow Jones up 0.16%, the S&P 500 up 0.32%, and the Nasdaq up 0.53%. Notably, Google rose over 2% [2][4] - The U.S. technology giants index increased by 0.47%, with significant gains from companies like Cisco and Salesforce, which rose over 1% [2][4] - Chinese concept stocks showed mixed results, with Ctrip Group rising nearly 15% and Newegg falling over 18% [2][4] Key News - The Central Committee of the Communist Party of China and the State Council issued opinions on promoting high-quality urban development, aiming for significant progress in modern urban construction by 2030 [3][11] - The Central Education Working Group released an action plan for optimizing the adjustment of higher education disciplines and majors from 2025 to 2027, focusing on establishing a coordinated mechanism and improving the talent supply-demand matching system [3][12] - The 28th China-Canada Economic and Trade Joint Committee was held in Ottawa, focusing on improving bilateral economic relations and addressing trade concerns [3][13][14] - The "2025 China Top 500 Private Enterprises" list was released, with JD Group, Alibaba, and Hengli Group ranking in the top three, and the total revenue of these enterprises reaching 43.05 trillion yuan [3][16]

Core Viewpoint - The Central Education Work Leading Group has issued the "Action Plan for the Adjustment and Optimization of Higher Education Disciplines and Majors (2025-2027)", aiming to establish a mechanism for adjusting disciplines and majors based on technological development and national strategic needs [1] Group 1 - The plan proposes the construction of a national talent supply and demand data platform [3] - It emphasizes shortening adjustment cycles and enhancing coordination among graduate, undergraduate, and vocational disciplines [3] - The plan advocates for differentiated advancement in the layout of foundational, applied, and strategic disciplines [3] Group 2 - The plan outlines actions for urgent discipline and major layout, targeting strategic emerging industries and future industries for rapid establishment of several discipline points [5] - It includes actions to elevate foundational disciplines, increasing support for foundational disciplines in the cultivation of first-class disciplines [5] - The plan also promotes the incubation of emerging and interdisciplinary fields, establishing a number of exemplary interdisciplinary centers [5] Group 3 - Over the past two years, the Ministry of Education has guided universities to add 3,715 undergraduate majors and has canceled or suspended 6,638 majors [7] - Additionally, 12,000 new vocational majors have been added, with over 8,200 majors canceled [7] - The plan encourages the reform pilot of the adjustment and optimization mechanism for disciplines and majors, with nearly 100 universities in 18 provinces actively exploring new models for discipline construction and talent cultivation [7]

Core Points - The Ministry of Education has issued an action plan for optimizing higher education discipline and major settings from 2025 to 2027, focusing on urgent disciplines and professional layout [1][2] - The plan aims to enhance the support for basic disciplines and promote the development of emerging and interdisciplinary fields [1] - A mechanism for supply-demand matching will be established, along with a national talent supply-demand big data platform [2] Group 1 - The action plan includes the implementation of urgent discipline layout actions targeting strategic emerging industries and future industries [1] - It emphasizes the need for a leap in basic disciplines and increased support for first-class disciplines [1] - The plan outlines actions for optimizing existing disciplines that show insufficient social demand or declining quality [1] Group 2 - The plan proposes the establishment of a mechanism for supply-demand matching and the creation of a national talent supply-demand big data platform [2] - It includes innovations in directory management to shorten adjustment cycles and enhance coordination among graduate, undergraduate, and vocational disciplines [2] - The evaluation and assessment mechanisms will be reformed to strengthen the role of talent cultivation and develop a multi-dimensional evaluation system for discipline characteristics [2]