《 人民日报 》（ 2025年12月06日 05 版） "十四五"时期，乡村振兴战略深入实施，一系列支持乡村文化发展的政策落地见效。作为农业大省和文 化大省，河南在文化赋能乡村振兴中涌现出一批特色鲜明的实践。兰考徐场村的民族乐器、伊川烟涧村 的青铜工艺、洛宁前河村的三彩陶艺、禹州槐树湾村的钧瓷烧制……这些村镇依托传统非遗、文化古迹 等特色禀赋，打造"一村一品"，不仅带动农民增收，更重塑了乡村风貌。固始柳编、南召真丝地毯等一 批附带文化属性的产品还走出了国门。 (责编：岳弘彬、牛镛) 老房、老街、古戏楼……从承载记忆的"露天历史博物馆"，到微短剧拍摄的乡村"竖店"，河南登封袁桥 村走出了一条文化产业赋能乡村的新路径。 （作者为郑州大学教授、文化产业研究中心主任，本报记者张文豪采访整理） 袁桥村的变化，离不开政策扶持。郑州微短剧产业蓬勃发展，袁桥村抓住机遇，活化"老资源"，发展新 业态，不仅促进人才、资金、服务等要素集聚，还带动了乡村环境整治、服务配套和内外联动，实现了 文化产业与特色乡村的互利共赢。 展望"十五五"，乡村全面振兴将迈入新阶段。文化产业赋能，要在保护优先、合理利用的前提下，激活 乡村人文与自然资源 ...

文 | 钱钱 编辑 | 阿景 美国银行证券最近出了份报告，叫《中国消费者，迷思与真相》，一下子让国内外都吵开了锅。 毕竟平时说起中国消费，不少人总觉得是"低质低价""全靠出口撑着"，这份报告偏说不是这么回事。 今天咱就掰开揉碎了聊聊，这报告到底说了些啥实在话。 从餐桌看消费，中国人的"吃"里藏着多少实力？ 吃是消费的底色，这点没人反对吧？联合国粮农组织的数据挺有意思，2021年中国人均每天蛋白质供应 量125.56克，比美国的122.1克还多了点。 别觉得惊讶，咱的蛋白质来源跟他们不一样。 美国人爱吃肉蛋奶，动物蛋白占了68.2%，咱是植物蛋白当家，59.5%都来自豆制品、谷物这些，像豆 腐、豆浆、腐竹，西汉淮南王刘安那会儿就有豆腐了，这饮食习惯可不是一天两天养成的。 蔬菜消费更不用说，2022年咱全国吃了6.16亿吨蔬菜，人均下来比美国多不少。 但报告里提了个关键问题，政府给的那些医疗、教育、保障房，算不算消费？要是把这些"实物社会转 移"加进去，消费占比能到47%，跟韩国的49%就差俩百分点了。 为啥能吃这么多？山东寿光的大棚立下大功，冬天也能种出新鲜菜，广东供港澳的蔬菜基地，从地头到 餐桌都有追溯，新鲜 ...

碧翰烽/文 一是全力增加居民收入，特别是扩大中等收入阶层。 只要现在口袋里有钱，不用担心消费问题；或者是相信未来会更有钱，也不用担心消费问题。 一方面是增加现实的收入。这是当下值得关注的一个问题，就是居民的收入是否保持持续增长？ 可以说，投资基础设施建设的钱，是非常可观的，也取得了显著的成效，对于经济社会的发展是显而易见的。 但是过度地投资于"物"，有两个问题不能忽视：一个是边际效益在逐步递减；还有一个是可能导致的贫富分化。 一个是基层干部群体，至少包括绩效奖励等在内的收入是有所下降的； 还有一个是农民，一部分农民工可能在城市无业可就，特别是建筑行业；还有一部分在家务农的农民，农业收入也恐怕受到了影响。 比如今年有的农村水果业虽然丰收丰产，但是销售价格下降了一半左右，而且销量也受到影响，收入相比去年明显缩水。 另一方面是增加预期的收入。这也是一个很现实的问题，就是今年我的收入虽然下降了，但明年有可能增加。 这是信心问题，希望问题。 有位村支书曾经坦言，农民眼下比较关注三个问题：一个是收入问题；一个是安全问题；还有一个是遇到了诉求困难有人解决的问题。 解决"增加收入"的问题，就是提高消费能力，让人"能消费"。 ...

投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有942家、952家、1043家公司在互动 平台透露了股东户数，截至发稿，共有858家公司公布了截至11月30日股东户数。 上期筹码集中股回测：40%跑赢沪指 证券时报·数据宝对上一期(11月20日)筹码集中股监测显示，这些股11月11日以来平均下跌2.69%，走势 强于同期沪指表现（下跌2.88%），其中，40%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中，绿岛风涨幅最高，11月11日以来累计上涨32.45%，涨幅居前的还有常 山药业、普路通等。 22股最新股东户数降逾一成 证券时报·数据宝统计显示，共有858只个股公布了11月30日股东户数，与上期（11月20日）相比，股东 户数下降的有427只。其中股东户数降幅超一成的有22只。 股东户数降幅最多的是华英农业，截至11月30日最新股东户数为50981户，较11月20日下降25.80%，筹 码集中以来该股累计下跌23.89%，累计换手率为46.63%，其间主力资金净流出1.05亿元。 其次 ...

Report Investment Ratings - Iron ore: Oscillation [2] - Coking coal and coke: Oscillation [2] - Rolled steel and rebar: Oscillation [2] - Glass: Weak oscillation [2] - Soda ash: Oscillation [2] - Shanghai Stock Exchange 50 Index: Oscillation [3] - CSI 300 Index: Oscillation [3] - CSI 500 Index: Rebound [3] - CSI 1000 Index: Rebound [3] - 2 - year Treasury bond: Oscillation [3] - 5 - year Treasury bond: Oscillation [3] - 10 - year Treasury bond: Downward [3] - Gold: Strong - biased oscillation [4] - Silver: Strong - biased oscillation [4] - Logs: Oscillation and bottom - building [4] - Pulp: Oscillation [7][8] - Offset paper: Oscillation [8] - Soybean oil: Range - bound operation [8] - Palm oil: Range - bound operation [8] - Rapeseed oil: Range - bound operation [8] - Soybean meal: Weak - biased oscillation [8][9] - Rapeseed meal: Weak - biased oscillation [8] - No. 2 soybeans: Weak - biased oscillation [9] - No. 1 soybeans: Weak - biased oscillation [9] - Live pigs: Strong - biased oscillation [9] - Rubber: Oscillation [10][11] - PX: Wide - range oscillation [11] - PTA: Oscillation [11] - MEG: Weak oscillation [11] - PR: Wait - and - see [11] - PF: Wait - and - see [11] Core Views - The iron ore market has an oversupply situation, with limited upward momentum for prices in the high - level range. The coal - coke market has a weak demand but short - term support at low levels. The steel market is in a bottom - oscillating state, and the glass market's future depends on cold - repair progress and macro factors. In the financial market, the short - term adjustment is expected, but the medium - term trend remains optimistic. The precious metals market is supported by long - term factors, with short - term disturbances from interest rate policies and risk - aversion sentiment. The light industry products like logs and pulp have their own supply - demand characteristics and price trends. The oilseeds and oils market is expected to continue range - bound operation, and the agricultural products market, such as live pigs, has specific supply - demand and price trends. The soft commodities and polyester products also have their own price trends based on supply, demand, and cost factors [2][3][4][7][8][9][10][11] Summary by Categories Black Industry - **Iron ore**: Global iron ore shipments increased by 44.7 million tons to 3.3232 billion tons, while the arrival volume at 47 ports decreased by 155.5 million tons to 2.784 billion tons. Daily hot - metal production dropped by 23,800 tons to 2.323 million tons. The demand core lies in real estate, with new construction at the 2005 level and weak domestic demand. Port iron ore inventory slightly increased to an 8 - month high. The oversupply pattern is hard to reverse, and although the probability of short - term negative feedback is low, the price oscillates in the high - level range with limited upward momentum [2] - **Coal and coke**: On December 1st, the first round of coke price cuts was implemented, and there are still expectations for further cuts. After continuous declines, the valuation of coking coal and coke has become reasonable and stopped falling this week. The National Development and Reform Commission's emphasis on energy supply during the heating season has reduced the expectation of new anti - involution measures in the coal industry. Some domestic coal mines are affected by safety inspections, with a slight decline in the weekly operating rate. The profit of some coking enterprises has improved, but the demand is weakening, and the game between steel mills and coking enterprises has intensified. There is still a need for inventory replenishment in the short term, providing support at low levels [2] - **Rolled steel and rebar**: The downstream demand is sluggish, and winter - storage replenishment has not started yet. The core lies in steel demand, with real - estate new construction at the 2005 level and weak domestic demand. Steel prices may stop falling if the output is reduced by more than 5% in the fourth quarter of 2025 and anti - involution policies are effectively implemented. Currently, the price is expected to remain at the bottom, with no significant change in supply and demand expectations, and attention should be paid to the impact of December's macro - policy expectations on winter storage [2] - **Glass**: There are supply - side disturbances. It is expected that three production lines in Hubei will undergo cold - repair in December, but there are rumors of a delay. The price in the Shahe area has weakened again, and the futures price is running weakly. The total inventory of float - glass sample enterprises has decreased, reaching the lowest level since October. The real - estate completion decline has dragged down demand, and whether the price can stop falling depends on the cold - repair progress and macro factors [2][3] Financial - **Stock index futures/options**: The previous trading day saw the CSI 300 Index up 0.34%, the SSE 50 Index up 0.38%, the CSI 500 Index up 0.24%, and the CSI 1000 Index up 0.01%. There was capital inflow in the engineering machinery and semiconductor sectors and capital outflow in the catering, tourism, and retail sectors. There are various exchanges and communications between Chinese and American enterprises and organizations, and relevant policies and statements are also involved. The market is in short - term adjustment, but the medium - term trend is optimistic, with the high - tech industry continuing to grow [3] - **Treasury bonds**: The yield of the 10 - year Chinese Treasury bond increased by 2bps, FR007 rose by 1bp, and SHIBOR3M remained unchanged. The central bank conducted 180.8 billion yuan of 7 - day reverse - repurchase operations on December 4th, with a net withdrawal of 175.6 billion yuan. The spot - bond interest rate is consolidating, and the market trend shows a slight rebound [3] Precious Metals - **Gold**: In the context of high interest rates and globalization reconstruction, the pricing mechanism of gold is shifting from being centered on real interest rates to central - bank gold purchases. The US debt problem has damaged the dollar's credit, highlighting gold's de - fiat - currency attribute. In a high - interest - rate environment, gold's substitution effect for bonds is weakened, and its sensitivity to US Treasury real interest rates has decreased. Geopolitical risks and China's physical - gold demand support the price. The logic behind the current gold - price increase remains unchanged, with short - term disturbances from the Fed's interest - rate policy and risk - aversion sentiment. The Fed has cut interest rates twice this year, and factors such as non - farm data and inflation data also affect the market [4] - **Silver**: Similar to gold, it shows a strong - biased oscillation trend, affected by the Fed's interest - rate policy, risk - aversion sentiment, and economic data [4] Light Industry - **Logs**: The daily average shipment volume at ports last week was 613,000 cubic meters, a decrease of 31,000 cubic meters from the previous week. The national daily average outbound volume was stable above 600,000 cubic meters but decreased last week. The volume of New Zealand's logs shipped to China in October increased by 2% compared to the previous month, while China's coniferous - log imports decreased by 4.67% from the previous month and 7.14% year - on - year. The expected arrival volume last week decreased by 48%. The port inventory decreased by 600,000 cubic meters. The spot - market price is running weakly, and the price of 4/6 - meter medium - grade A logs has decreased. The supply pressure has improved, with downstream demand mainly for rigid needs and weak cost support. The price is expected to oscillate and build a bottom [4][7][8] - **Pulp**: The spot - market price continued to show a strong trend in the previous trading day, with the price of some softwood - pulp spot markets rising by 20 - 150 yuan/ton and that of hardwood - pulp by 20 - 50 yuan/ton. The latest FOB price of softwood pulp remained at $680/ton, and that of hardwood pulp increased by $10 to $550/ton, strengthening the cost support for pulp prices. The profitability of the paper - making industry is low, and paper mills have high inventory pressure, with low acceptance of high - priced pulp. The demand is weak, and although traders have raised their quotes, downstream procurement is rational. The price is expected to return to oscillation [7][8] - **Double - offset paper**: The spot - market price stabilized in the previous trading day. The production of double - offset paper is expected to be stable, with little change in the supply side. The publication tenders are basically over, and orders are expected to increase, which is beneficial for paper - enterprise sales. Large - scale paper enterprises have a strong willingness to support prices, and the price may be raised at the beginning of the month. The price is expected to maintain oscillation in the short term [8] Oilseeds and Oils - **Oils**: US soybean crushing reached a record high, but the US biodiesel policy is uncertain. In October, the production and inventory of Malaysian palm oil were higher than expected, and the export in November decreased by 19.7% month - on - month. However, palm oil is supported by the expected production reduction due to floods in Southeast Asia and the postponement of EU policies. A large amount of soybeans are arriving in China, the oil - mill operating rate is high, and although the oil inventory has decreased, the supply is abundant. The demand may gradually pick up, and with cost support, the oil market is expected to continue range - bound operation, with attention paid to the weather in the Brazilian soybean - producing area and the production - sales changes of Malaysian palm oil [8] - **Meals**: The US soybean production, exports, and ending inventory have all been adjusted downward, with a structurally tight supply, but the global soybean supply is still relatively abundant. The Sino - US trade agreement may promote US soybean exports to China, but US soybeans are more expensive than Brazilian ones, and the US biodiesel policy is uncertain, resulting in uncertain demand prospects. The weather in the Brazilian soybean - producing area is generally favorable, while that in the Argentinean area is uneven. The domestic oil - mill operating rate is high, and a large amount of imported soybeans are arriving. The supply of soybean meal is abundant, and although the demand from the breeding industry supports feed consumption, the breeding efficiency is poor, and feed enterprises are cautious in procurement. The price is expected to oscillate weakly, with attention paid to the weather in South American soybean - producing areas and the progress of Sino - US trade [8][9] Agricultural Products - **Live pigs**: The average trading weight of live pigs nationwide is 124.62 kg, and it is showing a downward trend in most provinces this week. Due to the lag in the monthly slaughter progress, breeding enterprises are accelerating sales, increasing the supply of live pigs. Retail farmers are mainly slaughtering large - weight pigs, which do not fully match market demand. Slaughtering enterprises are more inclined to purchase from large - scale farms, leading to a slight decrease in the trading weight, which may continue to decline slightly in the next week. The average settlement price of live pigs at key slaughtering enterprises nationwide is 12.09 yuan/kg, a decrease of 0.84% from the previous period. The settlement price is continuously falling. The average operating rate of slaughtering enterprises nationwide is 38.92%, a 0.7 - percentage - point increase from last week. The supply of live pigs is generally abundant, and with the temperature drop, the terminal consumption has slightly recovered, increasing the orders of slaughtering enterprises and supporting the slight increase in the operating rate. However, the operating rate is expected to weaken next week. The profitability of self - breeding and piglet - fattening has decreased, and the decline in breeding costs is less than that in sales revenue. The average weekly price of live pigs is expected to continue to decline in the next week [9] Soft Commodities - **Rubber**: In the Yunnan rubber - producing area, the weather is average, and the raw - material price is stable, with the factory price increase driving up the raw - material price. In Hainan, the weather is good this week, but the output has decreased due to temperature. Affected by continuous rain and typhoon weather, the overall glue output is lower than the same period in previous years. The production and purchase costs of local processing plants have slightly increased, providing support for the price. In Thailand, there is a lot of rain, and the average weekly price has reached 57 Thai baht/kg, with both the glue and cup - lump prices rising. In Vietnam, the raw - material supply in the southern area is gradually recovering, while other areas are still affected by rainfall. The total inventory is at a low level. The capacity utilization rate of Chinese semi - steel tire sample enterprises is 66%, and that of full - steel tire sample enterprises is 62%. The capacity utilization rate decreased this week due to short - term maintenance plans in some enterprises, but it will gradually recover. According to the China Association of Automobile Manufacturers, in October, China's automobile production and sales reached 3.35 million and 3.32 million vehicles respectively, with a slight month - on - month increase and a record - high year - on - year increase. The natural - rubber inventory is increasing significantly, with the total social inventory reaching 1.08 million tons, a 1.7% increase from the previous period. Both bonded and general - trade warehouses are accumulating inventory, and it is in the seasonal inventory - accumulation period. The weakening of raw - material procurement prices and the inventory - accumulation trend suppress price increases, and with weak demand - side support, the natural - rubber price is expected to show a wide - range oscillation [10][11] Polyester - **PX**: Geopolitical instability has led to supply risks, and with the Fed likely to cut interest rates in December, oil prices have rebounded. The current PX supply is high, but the downstream polyester load has rebounded, which is beneficial for PX demand. The PXN price difference is temporarily stable, and the PX price is oscillating widely [11] - **PTA**: The wide - range oscillation of oil prices has affected the PX end, causing the cost of PTA to loosen. Although the short - term supply - demand situation of PTA has improved, the industry's seasonal weakness is inevitable, and the supply - demand situation will deteriorate in the future. The processing margin is still low, and the spot price is expected to mainly follow the cost - side fluctuations in the short term, with the spot basis fluctuating within a range [11] - **MEG**: In the long - term, the inventory - accumulation pressure of MEG still exists, but the situation has improved in the near - term due to a reduction in some supplies. Attention should be paid to the continuous changes in the supply side. As the port inventory increases, the liquidity of goods in the market has increased, and the MEG spot basis has weakened. In the short term, the MEG price is expected to oscillate weakly, with continuous upward pressure [11] - **PR**: The terminal performance remains weak, and the order - taking pressure of factories and traders has increased. With weak raw - material support, the polyester - bottle - chip market may oscillate weakly [11] - **PF**: The upward trend of oil prices continues, and the current supply - demand structure of polyester staple fiber is acceptable. However, the market is in a wait - and - see state [11]

新华社伦敦12月4日电（记者郭爽）英国智库能源和气候信息小组4日发布分析报告显示，遭受有记录以 来最热春夏季以及干旱气候的打击，预计今年英国农户损失超过8亿英镑（1英镑约合1.3美元）。 ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 晨会聚焦 资料来源：聚源，中原证券研究所 -12% -6% 0% 6% 12% 18% 24% 29% 2024.12 2025.04 2025.08 2025.12 上证指数 深证成指 | 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,875.79 | -0.06 | | 深证成指 | | 13,006.72 | 0.40 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 4,546.57 | 0.34 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 4,429.68 | 0.63 | | 中证 | 500 | 7,012.81 | 0.24 | | 中证 | 1000 | ...

乡村智库万里行 走进阳山，政企 校联动共绘阳山 高质量发展新篇 _南方+_南方 plus 近日，乡村智库 万里行走进阳 山"双百行 动""体育+"融合 发展交流会暨阳 山县综合帮 扶"体育+"产业 推介会在阳山县 文化艺术中心举 办。政、企、校 多方代表齐聚一 堂，通过招商推 介、合作签约、 主旨报告与圆桌 交流等环节，共 探县域经济与体 育产业深度融合 的高质量发展路 径。活动同步线 上直播，观看人 数突破63万。 活动现场 据了解，乡村智 库万里行活动围 绕地方实际需 求，推动高校、 企业、政府通力 合作，为广东省 县域特色产业做 大做优出谋划 策。此次活动由 广东省"百千万 工程"指挥部办 公室指导，广东 省体育局、华南 农业大学、广州 卫生职业技术学 院、中国光大银 行股份有限公司 广州分行、中铁 二十五局集团有 限公司、中共阳 山县委员会、阳 山县人民政府、 清远市清城区人 民政府、广东 省"双百行动"乡 村产业发展高校 联盟联合主办。 活动通过线上、 线下同步进行。 广东省体育局、 华南农业大学、 广州卫生职业技 术学院、中铁二 十五局集团有限 公司、中国光大 银行广州分行、 广东农村政策研 究中 ...

Core Insights - The "Southern Finance Forum 2025" held in Guangzhou focuses on the theme "The Power of Consensus - Innovation Surge, China's Asset Revaluation" [1][7] - Liu Shijun, a key speaker, highlighted three major advantages of China's economy: catch-up potential, new technology revolution, and super-large market economy [3][10] Economic Advantages - **Catch-up Potential**: This refers to opportunities in areas where developed economies have already advanced, such as service industry development driven by consumption structure upgrades and the transformation of traditional manufacturing and agriculture [3][9] - **New Technology Revolution**: Emphasis on digital and green technologies as focal points for economic advancement [3][9] - **Super-large Market Economy**: While China has 400 million middle-income groups, there are 900 million low-income individuals who could transition to middle-income status, potentially creating a consumption market of 800 to 900 million [3][10] Strategic Goals - **Manufacturing Power**: Aim to cultivate large innovative enterprises at the global forefront [10] - **Consumer Power**: Target to become the largest consumer market globally [10] - **Financial Power**: Financial strength is essential for achieving the first two goals, acting as a bridge for development [10] Financial Development - Liu emphasized the need for a robust capital market and strong currency to support high-quality development, focusing on selecting viable projects to enhance resource allocation efficiency [10][11] - The importance of a strong currency is highlighted, with historical examples of the British pound and the US dollar being tied to strong economic and financial systems [11] Currency Internationalization - Current GDP contribution of China's economy is 18% globally, with manufacturing at 30%, but the currency's functional role is below 10% [11] - Liu proposed increasing offshore RMB supply to achieve scale economy and enhance RMB's international use [11][12] - Suggested adjustments to foreign trade strategy to balance imports and exports while using RMB for transactions, potentially converting a trade surplus of nearly $1 trillion into offshore RMB [12] Recommendations for RMB - Advocated for RMB appreciation to allow consumers to access more international products at better prices, supporting the goal of becoming a consumer powerhouse [12] - Suggested expanding the ecosystem of offshore RMB financial products to improve liquidity and convenience, accelerating the process of RMB internationalization [12]

齐鲁晚报.齐鲁壹点周千清 12月4日，菏泽召开菏泽市"决胜'十四五'续写新篇章"系列主题新闻发布会(科技创新专场)，菏泽市科技局党组书记徐静、市科技局发展规划科科长张一 凡、市科技局资源配置与科研诚信科科长周溦、市科技局高新技术发展及产业化科科长杨红岩，共同介绍为大家介绍"十四五"时期菏泽市科技创新发展成 效，并回答记者关心的问题。 "十四五"以来，在市委市政府正确领导下，在全社会共同努力下，菏泽市深入实施创新驱动发展战略，大力推进科技创新与产业创新深度融合，全市科技 创新取得突破性进展，为经济社会高质量发展提供了有力支撑。 科技管理体制实现重大变革，科技发展统筹作用显著增强 紧跟党中央和省委部署，加强党对科技工作的统一领导，成立中共菏泽市委科技委员会，统筹安排、协调部署全市科技创新重大战略任务、重点发展规 划、重要政策举措，实现了市县之间联动运转，部门之间协同配合，形成了全市科技工作"一盘棋"的发展格局。 科技基础条件实现夯实优化，科技创新能力加快提升 科技创新成果丰硕，新质生产力蓬勃发展 一是高新技术产业发展迅速。2024年底，高新技术产业产值占规模以上工业总产值的比重超42%，较2020年提高4.27个 ...