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巩固“稳”的基底 开拓“进”的新局——聚焦省委经济工作会议①
Da Zhong Ri Bao· 2025-12-24 01:15
大力实施工业经济"头号工程",接续推进省市县三级重点项目建设,稳步推进92项年度重点改革任 务……12月23日召开的省委经济工作会议充分肯定全省发展成绩:经济稳健向好、进中提质,经济社会 发展有望实现全年预期目标,"十四五"即将圆满收官。 行至岁尾,回看全年,主要经济指标增势平稳,经济保持稳健增长态势:1-11月,全省规模以上工 业增加值增长7.7%,社会消费品零售总额增长5.2%,外贸进出口增长4.6%。 再看"十四五"征程,山东顶压奋进、砥砺前行,有效应对多重超预期因素冲击,攻克了许多长期没 有解决的难题,办成了许多事关长远的大事;地区生产总值将连续跨越3个万亿元台阶,成为全国第三 个、北方首个突破10万亿元大关的省份。 时间潜藏前行的力量,见证齐鲁大地奋楫争先的坚实足迹。 "做好明年经济工作,必须坚持稳中求进、提质增效,推动经济实现质的有效提升和量的合理增 长。"省委政研室副主任、省委财经办分管日常工作的副主任赵锋说,"稳中求进"的"稳",就是要着力 稳就业、稳企业、稳市场、稳预期,巩固经济稳中向好良好势头;"进"就是要深入实施工业经济"头号 工程",因地制宜发展新质生产力,加快培育发展新动能。"提质增 ...
赵伟:综合整治“内卷式”竞争:背景、成因、影响及应对
申万宏源宏观· 2025-12-23 16:05
Core Viewpoint - The article discusses the phenomenon of "involution" in the Chinese economy, highlighting its causes, impacts, and policy responses, emphasizing the need for structural reforms to enhance economic quality and stability [3][5][6]. Group 1: Causes and Impacts of Involution - The current "involution" is characterized by long-term negative growth in the Producer Price Index (PPI) and low capacity utilization rates in mid- and downstream industries, which squeeze corporate profits and hinder industrial upgrades [3][5]. - The deep-rooted causes of this "involution" include the differentiation of old and new economic drivers during the economic transition period and the chaotic competition among local governments pursuing GDP and fiscal revenue [5][6]. - The "involution" phenomenon has created a spiral contraction cycle of "price-income-consumption," severely restricting healthy economic development and transformation [5][6]. Group 2: Policy Responses and Recommendations - To address the "involution," policies should focus on both supply and demand sides, combining growth stabilization with reform promotion, which benefits both the present and the long term [6][11]. - Supply-side measures include production adjustment, elimination of backward production capacity, and improving product quality to restore prices and enhance competitiveness [6][11]. - Demand-side strategies should promote resident service consumption through fiscal subsidies and social security improvements to unleash consumption potential, while guiding employment from manufacturing to services [6][11]. Group 3: Evolution of Anti-Involution Policies - Since mid-2024, high-level meetings have consistently addressed the need to combat "involutionary" competition, with significant policy decisions made to regulate local government and corporate behaviors [7][8]. - The 2025 government work report outlined specific actions to establish a unified national market and comprehensively address "involutionary" competition [8][11]. - The current anti-involution policies are characterized by a higher stance, broader coverage, and stronger synergy compared to previous supply-side reforms, with a focus on both local governments and enterprises [11][12]. Group 4: Macroeconomic Context and Industry Characteristics - The macroeconomic environment is under pressure from continuously declining prices, with the PPI experiencing negative growth for 33 consecutive months, and industrial capacity utilization rates at historical lows [14][16]. - The profitability of industrial enterprises is under significant pressure, with many industries, particularly in the mid- and downstream sectors, experiencing negative profit growth [16][19]. - The "involution" is more pronounced in mid- and downstream industries, where the competition has intensified, leading to a decline in profitability and increased cost pressures [19][21]. Group 5: Structural Issues and Future Directions - The article emphasizes the need for structural reforms to break the cycle of "price-income-consumption" contraction, advocating for a shift from an investment-driven to an innovation-driven economy [20][42]. - The service sector is identified as a key area for absorbing employment and addressing structural unemployment, with significant potential for growth in service consumption [42][43]. - Policies should focus on enhancing service sector development, improving social security systems, and optimizing service industry regulations to stimulate demand and support economic transformation [37][42].
新华指数|11月普惠金融-景气指数:融资环境改善 企业经营韧性凸显
Xin Hua Wang· 2025-12-23 09:40
2025年11月,普惠金融-景气指数达49.36点,较10月下降0.03点,高于去年同期0.51点。融资端成本稳 中有降,金融扶持政策精准有效,信贷结构持续优化;经营端市场下行压力缓和,小微企业发展韧性增 强,经济增长内生动力稳步提升。 经营景气度微幅下降 11月,经营景气度指数为48.28点,较10月下降0.07点,降幅较上月收窄,小微企业经营下行压力缓和。 具体来看,经营绩效指数与经营投入指数环比微升,"双十一"消费场景带动部分存量及新增消费需求释 放,部分企业主动把握市场机遇,通过优化管理或增加必要投入,稳住生产效益基本盘,小微企业发展 韧性持续显现。其中,企业经营活力指数环比微降0.13点,市场主体发展信心仍需巩固。随着各项扶持 政策的持续显效与市场环境的进一步优化,小微企业内生动力有望不断增强。 图1:普惠金融-景气指数结果 图2:分维度-融资景气度指数结果 行业景气度:九大行业4升5降 分行业来看,11月,九大行业经营景气度指数呈4升5降的趋势。阶段性消费热潮拉动效应凸显,线上促 销与线下零售联动刺激了批发零售需求。年末基建项目加快施工进度,政策推动建筑活动边际回暖,建 筑业和房地产业经营景气度指 ...
全省启动就业援助月专项行动
Xin Lang Cai Jing· 2025-12-20 00:32
全省启动就业援助月专项行动 组织各类专项招聘活动不少于500场 本次活动由省人力资源社会保障厅、省农业农村厅、省残疾人联合会联合主办,根据就业困难群体心理 预期、家庭照护需求等实际情况,为求职者精准"画像",面向制造、批发零售、住宿餐饮等用工需求较 大的行业领域广泛征集岗位信息,同时归集适合高校毕业生的就业岗位。现场招聘会共精选137家企 业,提供就业岗位3909个,辽宁省人力资源市场官网、智联招聘官网同步开设网络专场招聘会,邀请全 省507家用人单位持续参与为期两周的线上招聘会,为困难群体提升求职效率。 下一步,全省将组织各级公共就业服务机构持续开展入户摸排、岗位归集、精准帮扶、跟踪回访等公共 就业服务活动,全省组织各类专项招聘活动不少于500场,同步集中开展"送岗位、送服务、送政策、送 温暖"行动,推动落实"两优惠""三补贴"政策,全力以赴帮扶重点群体就业创业。 责编:李明 审核:刘立纲 本报讯 记者徐铁英报道 12月19日,"春暖辽沈·兴企护航"暨辽宁省就业援助月专场招聘会在沈阳举行, 我省在全国率先启动就业援助月专项行动,通过部门联动、资源整合,集中力量为就业困难群体提供精 准帮扶。 ...
精准帮扶就业困难群体 辽宁启动就业援助月专项行动
Xin Lang Cai Jing· 2025-12-19 22:31
(来源:东北新闻网) 12月19日,"春暖辽沈·兴企护航"暨辽宁省就业援助月专场招聘会在沈阳举行,我省在全国率先启动就 业援助月专项行动,通过部门联动、资源整合,集中力量为就业困难群体提供精准帮扶。 下一步,全省将组织各级公共就业服务机构持续开展入户摸排、岗位归集、精准帮扶、跟踪回访等公共 就业服务活动,全省组织各类专项招聘活动不少于500场,同步集中开展"送岗位、送服务、送政策、送 温暖"行动,推动落实"两优惠""三补贴"政策,全力以赴帮扶重点群体就业创业。 本次活动由省人力资源社会保障厅、省农业农村厅、省残疾人联合会联合主办,根据就业困难群体心理 预期、家庭照护需求等实际情况,为求职者精准"画像",面向制造、批发零售、住宿餐饮等用工需求较 大的行业领域广泛征集岗位信息,同时归集适合高校毕业生的就业岗位。现场招聘会共精选137家企 业,提供就业岗位3909个,辽宁省人力资源市场官网、智联招聘官网同步开设网络专场招聘会,邀请全 省507家用人单位持续参与为期两周的线上招聘会,为困难群体提升求职效率。 (辽宁日报记者 徐铁英) 责任编辑:张刚 ...
数智化赋能助力突围,批零行业重塑产业链价值
第一财经· 2025-12-19 07:38
Core Viewpoint - The wholesale and retail industry in China is undergoing a transformation from "scale dividends" to "value dividends," driven by the need to adapt to changing global trade dynamics and domestic consumption patterns [1] Group 1: Industry Challenges and Responses - The wholesale and retail industry in China is experiencing a slowdown in growth and entering a phase of stock competition, leading to intensified internal competition and significant challenges for enterprises [4] - Leading companies in the industry are actively exploring strategies to break through the current challenges, focusing on digital transformation and enhancing service quality [4][5] Group 2: Digital Transformation and AI Integration - Companies like Xiaogoods City are leveraging AI technology to drive intelligent pricing and enhance operational efficiency, with AI applications reportedly increasing order volumes by over 30% for deep users [4] - Chongqing Department Store emphasizes the importance of digital transformation and quality improvement to escape the low-price competition trap, focusing on product quality, scene creation, and operational efficiency [5] Group 3: Market Expansion and New Business Models - Xiaogoods City is expanding its overseas presence by establishing digital trade platforms and enhancing service models for small and medium-sized enterprises, with projects in 35 countries and over 100 million products showcased [7][8] - Chongqing Department Store is innovating its business model by adjusting store formats and enhancing customer engagement, with significant sales increases reported in remodeled stores [9] Group 4: Targeting New Consumer Segments - Companies are focusing on attracting the "Z generation" through immersive experiences and themed events, aiming to create a sense of belonging and community among young consumers [9] - The retail industry is witnessing strategic adjustments to enhance customer experience and regain the attention of younger demographics, with a focus on value-for-money and improved in-store experiences [9]
精彩抢先看 | 价值与投资——重塑产业链价值 批零行业再突围
Di Yi Cai Jing· 2025-12-18 07:05
邀请小商品城董秘、重庆百货董秘、长江证券首席分析师共同探讨批发零售行业的产业链价值重塑。 为更好服务于中国资本市场深化改革,强化"投融两端同频共振",上海证券交易所联合第一财经发起 《价值与投资》,践行理性投资、价值投资、长期投资理念,强化央国企、科创板企业等上市公司的示 范效应,深化买方机构与指数公司的专业赋能,为上市公司搭建精准传递投资价值的专业平台,更为投 资者提供"听得懂、信得过"的投资逻辑。 商贸流通是我国经济社会发展重要支柱,批发零售业的高质量发展,与我们每一个人的生活都息息相 关。近些年来,全球贸易形势复杂多变,国内消费亟待进一步释放,倒逼相关企业完成从"规模红 利"向"价值红利"的跃迁。 本期节目邀请到小商品城董事会秘书许杭、重庆百货董事会秘书陈果、以及长江证券商业零售行业首席 分析师李锦共同探讨批发零售行业的产业链价值重塑。 此次活动实况记录将于2025年12月12日15:00在第一财经官网/APP同步上线,敬请期待。 直播链接:https://yicai.smgbb.cn/live/102962319.html ...
阳江市越兴商贸有限公司成立 注册资本5万人民币
Sou Hu Cai Jing· 2025-12-17 06:26
天眼查App显示,近日,阳江市越兴商贸有限公司成立,注册资本5万人民币,经营范围为一般项目: 日用百货销售;日用品销售;国内贸易代理;互联网销售(除销售需要许可的商品);五金产品制造; 五金产品批发;五金产品零售;塑料制品制造;塑料制品销售;橡胶制品制造;橡胶制品销售;金属工 具制造;金属工具销售;金属制日用品制造;金属制品销售;厨具卫具及日用杂品批发;厨具卫具及日 用杂品零售;日用木制品制造;日用木制品销售;户外用品销售;金属材料销售;货物进出口;技术进 出口。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...
合作市田宏商贸有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-12-16 12:52
Core Viewpoint - A new company named He Tianhong Trading Co., Ltd. has been established with a registered capital of 1 million RMB, indicating a diversification in the market for various retail and construction-related products [1] Company Summary - The legal representative of He Tianhong Trading Co., Ltd. is Han Qiang [1] - The registered capital of the company is 1 million RMB [1] - The company operates in a wide range of sectors including office supplies, daily necessities, hardware products, home appliances, clothing, cement products, building materials, and construction components [1] Industry Summary - The company is involved in the retail of general merchandise, which includes office supplies and daily necessities [1] - It also engages in the sale of construction-related products such as building materials, concrete structural components, and ceramic products [1] - The business model allows for self-management of non-prohibited or restricted projects according to legal regulations [1]
享受先进制造业增值税加计抵减应如何填写报表?填写方法
蓝色柳林财税室· 2025-12-16 06:49
欢迎扫描下方二维码关注: 填写上期期末结余的加计抵减额。如果是首次享受,则金额为0。 第2列"本期发生额" 填写按照规定本期计提的加计抵减额,按当期可抵扣进项税额的5%计提。 注意: 发生出口业务的企业,在点击"本期发生额"时,会弹出"出口业务情况说明",需要填写"出口业务对应的进项税额",这部分进项税额不能抵 减。 第3列"本期调减额" 合 规 申 报 知 多 D 前言 为帮助纳税人更好地了解税费政策知识和操作要点,我们将陆续推出"合规申报知多D"系列宣传辅导产品,助力纳税人 合规、准确完成纳税申报。 今天带你了解: 享受先进制造业增值税加计抵减填写要点 ↓ 点击下方链接查看视频↓ 我们还准备了图文教程, 赶紧收藏起来吧! 首先,登录全国统一规范电子税务局,按步骤打开《增值税及附加税费申报表附列资料(四)》(税额抵减情 况表) 注意: 本表第6至8行仅限适用加计抵减政策的纳税人填写,反映其加计抵减情况,其他纳税人不需填写。 填表申报时需注意, 具体怎么填表申报呢? 第1列"期初余额" "本期实际抵减额",按以下规则填写:当本期可抵减额≥0时,分为以下两种情况: 情况一: 情况二: 余额可结转下期继续抵减。 ...