格隆汇12月29日丨同道猎聘(06100.HK)公告，12月29日耗资213万港元回购53.9万股。 ...

Investment Rating - The report maintains a "Recommendation" rating for the consumer services industry, indicating an expected increase in the industry index by more than 5% over the next 3-6 months compared to the benchmark index [41][43]. Core Insights - The report highlights the positive impact of Hainan's customs closure and the winter sports season on service consumption, predicting a robust demand for hospitality and travel services in 2026. Notably, Hainan's first week of duty-free shopping post-closure saw sales of 1.1 billion RMB, with year-on-year growth of 54.9% [4]. - The report anticipates a significant increase in domestic ski and ice tourism ticket bookings, with a projected year-on-year growth of approximately 70% from November 2025 to February 2026 [4]. - Key investment targets include hotels with balanced supply and demand, human resources services, the duty-free sector, and internet platforms that integrate online and offline operations [4]. Industry Basic Data - The consumer services industry comprises 55 listed companies with a total market capitalization of 498.8 billion RMB and a circulating market capitalization of 457.1 billion RMB [1]. Market Performance - The consumer services sector experienced a decline of 1.05% in the week from December 22 to December 26, 2025, while the overall A-share market rose by 2.77% [7][10]. - The report notes that the hospitality sector, including hotels, saw varied performance, with some companies like Green Tea Group and Dingdong Maicai showing significant gains [16][19]. Important Announcements - Key announcements from companies in the consumer services sector include share buybacks and financial updates, such as Guilin Tourism's court ruling to recover illegal profits of 52.15 million RMB [31][30]. Upcoming Shareholder Meetings - Several companies in the consumer services sector have scheduled shareholder meetings in the upcoming month, including Nanjing Commercial Travel and Changbai Mountain [34].

（来源：嘉兴日报） 转自：嘉兴日报 ■记者 闻心玥 通讯员 徐文慧 在平湖市当湖街道的邦芒科技大厦中，运行着一个拥有228家全球直营分公司、覆盖400余座城市、服务 超3万家客户、雇员达100万的人力资源服务企业——邦芒人力集团。 不久前，其运营主体邦芒服务外包有限公司，作为嘉兴唯一的现代服务业企业，入选浙江省第三批"雄 鹰企业"名单。 然而，真正令邦芒人力集团从众多同类企业中脱颖而出的，并非仅是其庞大的规模。一个更具颠覆性的 场景正在发生：在全球某糖果巨头的产线上，工人们正熟练地完成产品最终包装，他们的雇主，不是品 牌方，而是邦芒服务外包有限公司。 从帮人找工作，到今日嵌入制造业肌理的深度赋能者。邦芒"包"下的，从一个个岗位，变成了一段段真 实的制造产线。 管人的企业，怎么帮上制造业的忙？ 邦芒人力集团的故事，始于朴素的"帮忙"。 2007年，为了帮助学生解决求职难题，嘉兴教师余再东创办了邦芒人力集团，并开设了"中固人力资源 网"。那时的邦芒，更像是一个接线员，核心职能是在人与岗位间做信息匹配。 早期，为服务快速扩张的企业，邦芒必须跟随其业务布局，将服务网点铺设到全国各地。这张起初被动 构建的服务网络，如今 ...

Core Insights - The event "Strong Alliance, Smart Future" marked the successful completion of a 50 million yuan C+ round financing for LieShangWang, led exclusively by ZhongKe YunFu, injecting significant capital into the company for its development [3][11] - The collaboration aims to leverage AIGC technology and credible data to drive new growth in the human resources service industry, unlocking new economic opportunities [3][13] Group 1: Event Overview - The financing event took place on December 25 in Shanghai, showcasing a strong partnership between the human resources service leader and a professional investment institution [3] - Key industry figures gathered to witness the deep collaboration between LieShangWang and ZhongKe YunFu, emphasizing the importance of capital and technology in driving industry growth [3][5] Group 2: Key Presentations - CEO of LieShangWang, Sun Xiaodan, presented on how large models and credible data spaces can drive future business and value, highlighting the role of emerging technologies in industry development [6] - ZhongKe YunFu's Chief Investment Officer, Wei Shuming, analyzed the value logic of investing in LieShangWang, connecting value investment with industry trends [8] Group 3: Strategic Partnership - The signing of the investment agreement between LieShangWang and ZhongKe YunFu represents a significant commitment, marking LieShangWang as a platform supported by both national-level capital and research capabilities [11] - The partnership focuses on AIGC technology development, credible data application, and market implementation, aiming to transform AI-enabled talent services from concept to tangible results [13] Group 4: Industry Perspectives - Industry leaders provided insights and expectations for the future, with ZhongKe Yun Computing Research Institute's director, Ji Tongkai, outlining a clear technical direction for the collaboration [14] - The macroeconomic environment and opportunities for LieShangWang were discussed by Yu Jian, Vice President of the China Information Association, broadening the industry's development perspective [14]

12月26日，第二届人力资源服务国际贸易交流合作大会在市北区举行。大会以"汇聚行业创新力量 共塑 企业出海优势"为主题，旨在全面落实人力资源和社会保障部、商务部关于高质量建设人力资源服务出 口基地的具体要求，系统总结阶段性发展成果，着力搭建高层次、宽视野、务实效的国际合作平台，推 动跨境人力资源服务机构协同创新、融合发展，打造服务国家对外开放战略的新引擎，为人力资源服务 业注入新动能。大会由山东省人力资源和社会保障厅主办，青岛市人力资源和社会保障局、青岛市商务 局、市北区政府承办。 人力资源和社会保障部、山东省人力资源和社会保障厅及青岛市直有关部门负责同志、市北区委主要负 责同志出席活动。黄河流域重要节点城市代表，全国部分重点城市人社部门负责人，行业专家学者，重 点产业企业、人力资源服务领军机构、行业协会代表等300余人参加活动。 "人力资源服务业是赋能百业的'链点'产业，国家级青岛人力资源服务产业园自成立以来，始终聚力打 造四大核心竞争力，深耕精准服务、赋能产业升级、汇聚出海动能并提供政策支持护航，持续发挥人才 集聚效应。"市北区委组织部副部长、区人力资源和社会保障局局长、一级调研员王萍说，"未来，市北 区 ...

Core Viewpoint - The establishment of the Jiaozhou Harmonious Labor Relations Association aims to enhance labor relations through a comprehensive service system that includes policy consultation, professional training, risk prevention, and dispute mediation [1][3]. Group 1: Association Overview - The Jiaozhou Harmonious Labor Relations Association is a voluntary, non-profit organization formed by enterprises and related institutions focused on labor relations within Jiaozhou [3]. - The association has already attracted 30 member organizations from various sectors, including manufacturing, intellectual property services, legal consulting, and human resources, showcasing a broad representation and professionalism [3]. Group 2: Support from Local Government - The Jiaozhou Human Resources and Social Security Bureau will support the association's development through three main strategies: enhancing policy empowerment, building a service matrix, and establishing a collaborative mechanism [4]. - A regular policy transmission mechanism will be established to ensure that the latest national and provincial policies are communicated effectively to member enterprises [4]. - The association will develop both online and offline training courses to improve the professional capabilities of its members, focusing on key areas such as labor contract signing and management of work hours and vacations [4]. Group 3: Collaborative Mechanisms - The association will participate in a tripartite coordination mechanism, organizing regular meetings to address prominent issues in labor relations within the city [5]. - It will provide targeted guidance to key industries and enterprises, promoting advanced employment management practices and establishing model enterprises for harmonious labor relations [5].

接下来，苏州人社部门将加快就业失业监测系统与劳动监察数字化平台的整合进度，对就业失业监 测指标体系和模型进行优化，对细分行业领域、企业规模、属地分布等进行精准分析，全面反映就业状 况、失业水平、市场供求等；发出预警提示，指导人社专员跟踪做好企业用工服务，防范化解潜在风 险，并加强与支付宝等企业合作，通过信息化系统、市场化机构帮扶失业人员再就业；根据监测数据提 出具有前瞻性、全局性和针对性的意见建议，推动调整优化产业支持政策和针对性服务举措，为经济形 势分析、宏观决策提供有力支撑。 据苏州市人社局消息，人社部近日公布全国就业公共服务体系建设"揭榜领题"试点事项清单，"苏 州市就失业监测数字平台"项目入选。 近年来，苏州人社部门以建设完善全国首批公共就业服务能力提升示范项目为牵引，不断建强"苏 州市就业创业智慧大脑"，实现就业数据总集成，着力推进公共就业服务数字化转型。苏州人社部门坚 持"应用为王"，探索建立更为完善的就业失业监测体系，扩大企业监测范围，将"1030"产业体系的产业 链链主企业、重点企业纳入用工监测范围，扩大监测样本企业至2000家；全量监测重点人群，加强部门 间数据协同，将离校未就业大学生、登记 ...

Core Viewpoint - The recent procurement announcement by Guozheng Asset Management has raised questions regarding the stated price of 140 yuan, which appears to be an unusually low figure for a labor dispatch service involving five employees [1][10]. Group 1: Procurement Details - Guozheng Asset Management published a public notice on August 4, 2025, regarding a labor dispatch service project, indicating a need for five employees to be dispatched to a client [3][12]. - The winning bid was awarded to Shenzhen Penglao Human Resource Management Co., Ltd., with a contract price of 140 yuan, announced on December 24, 2025 [5][14]. - The project falls under the category of leasing and business services, specifically human resource services [5][14]. Group 2: Company Background - Shenzhen Penglao Human Resource Management Co., Ltd. was established in 1998 and has a significant presence in the industry, with over 23,000 insured employees as of 2024 [6][15]. - The company has been recognized as one of Shenzhen's top 500 enterprises for five consecutive years from 2021 to 2025 and has served as a key supplier for various listed companies [7][16]. - Guozheng Asset Management is one of the 228 clients of Penglao, which indicates its position within a competitive market [7][16]. Group 3: Pricing Concerns - The stated price of 140 yuan is likely not the total cost for the labor dispatch service, as it would typically include employee wages, social insurance, and service fees, raising concerns about transparency in the bidding process [8][17]. - The ambiguity surrounding the pricing structure could lead to misunderstandings regarding the nature of the service being provided, highlighting the need for clearer communication in procurement announcements [8][17].

在数字化浪潮席卷各行各业的当下，遂宁射洪市总工会创新推出"云端荐岗"直播带岗活动，将传统招聘 会搬至线上，为求职者与用人单位搭建起高效对接桥梁。这一举措既是工会服务职工的扎实实践，也是 数字化时代就业服务的有益探索，彰显了工会就业服务创新的责任与担当。 作为数字技术与公共服务融合的创新形式，"云端荐岗"最大优势在于打破了传统招聘会的时空限制。对 求职者而言，无需四处奔波，足不出户即可通过手机与企业面对面沟通，直观了解岗位需求、薪资福利 及工作环境，还能实时答疑解惑，大幅提升求职便利性与匹配精准度。对企业来说，借助直播传播力可 快速触达更多潜在求职者，通过主播专业讲解能精准传递岗位信息，既降低了招聘成本，又能高效锁定 适配人才。 "云端荐岗"顺应数字化时代的需求，以创新手段实现就业服务质效双升。期待更多工会组织主动拥抱数 字化浪潮，推出更多精准高效的就业服务举措，打通服务"最后一公里"，助力更多求职者找到心仪岗 位、企业招到急需人才，为稳就业工作提供更多支持和保障。□刘予涵 近日，四川遂宁射洪市总工会举办"2025年工会帮就业行动系列招聘射洪专场"直播带岗活动。44家本地 企业参与，通过"云端荐岗"形式向求职者 ...

智通财经APP讯，同道猎聘(06100)发布公告，于2025年12月24日，该公司斥资251.73万港元回购62.72万 股股份，每股回购价格为3.95-4.07港元。 ...