Group 1: Fiscal Policy and Economic Outlook - China's fiscal policy has maintained a proactive stance in the first half of the year, with increased spending intensity and optimized expenditure structure, indicating significant operational space for the second half [2][3] - Key areas of focus for fiscal support include urban renewal, investment in human capital, and industrial upgrades, reflecting a systematic and forward-looking approach [2][3] - The broad fiscal revenue and expenditure gap has increased by at least 1.6 trillion yuan year-on-year, highlighting the critical role of fiscal policy in stabilizing consumption, investment, and the financial system [3] Group 2: Consumer Market and Policy Incentives - The introduction of policies promoting the replacement of old consumer goods is expected to benefit the lower-tier markets and the silver economy, which are seen as undervalued opportunities [4][5] - The "old for new" policy is anticipated to enhance consumer upgrading in lower-tier markets, with significant potential for the home appliance market due to the aging of previous policies [5] - The aging population is expected to drive demand in healthcare, elderly services, and related industries, creating investment opportunities in medical devices, innovative drugs, and elder care services [6] Group 3: Industry Dynamics and Competitive Landscape - The "anti-involution" policy is reshaping the industrial landscape by promoting the exit of inefficient capacity, with leading companies expected to benefit from improved profitability due to their competitive advantages [7] - The focus on "anti-involution" is not merely about capacity reduction but aims at optimizing market mechanisms for high-quality industrial development [7] - The investment logic for core assets in the A50 index is shifting from "reassessing resilience" to "reassessing growth," indicating a potential revaluation of these assets as the real estate cycle stabilizes [9] Group 4: Market Opportunities and Investment Strategies - The current market strategy involves a dual approach of "dividend assets as a shield" and "new tracks as a spear," with dividend assets providing stability amid uncertainty and new sectors driving structural opportunities [8] - The expectation of synchronized interest rate cuts in China and the U.S. is likely to lower financing costs for the real economy and attract foreign investment into the A-share technology growth sector [10] - The anticipated decline in financing costs may stimulate demand in the real estate sector and consumer goods, enhancing the competitiveness of Chinese exports [10]

Core Viewpoint - The National Development and Reform Commission (NDRC) emphasizes the continuous rise in service consumption, driven by popular cultural products and innovations in technology, and outlines measures to enhance consumer capacity and promote high-quality economic development [1] Group 1: Service Consumption Trends - Service consumption has been on the rise this year, with notable contributions from the release of "Nezha 2" and the popularity of humanoid robots [1] - The growth in service consumption has also stimulated interest in educational travel, tourism, and domestic products [1] Group 2: Policy Measures - The NDRC plans to enhance consumer capacity by implementing measures to stabilize employment and the economy [1] - There will be a focus on cultivating new growth points in service consumption, particularly in cultural tourism, sports events, and essential life services such as elderly care, healthcare, and childcare [1] Group 3: Infrastructure and Innovation - The NDRC aims to optimize consumption functions to encourage consumer willingness, promoting domestic products and advancing artificial intelligence in home consumption [1] - There will be significant efforts to innovate application products and improve infrastructure such as charging stations and logistics systems to foster a virtuous cycle of consumption and investment [1]

他们曾因"月入十万"引发热议，但事实上，大多数人还没有因此赚到第一桶金。我们跟他们聊了聊方兴未艾的养老行业里，在这一新兴职业上蹒跚的探 索。 7月22日，人力资源和社会保障部正式发布17个新职业，其中便包括"养老服务师"。按照联合国的标准，中国已经步入了65岁老人 超过14%的中度老龄化 社会。 在这一趋势之下，养老行业成为了炙手可热的"朝阳产业"。近两年，社交媒体上出现了一批专注"养老咨询"、提供养老顾问服务的"养老经纪人"。所谓经 纪人，就是借助信息差，帮苦于寻找养老院的人推荐一家合适的养老机构。 一条对话了3位养老经纪人，有一毕业就入行的00后，帮阿尔兹海默症老人找到不再走失的住处；从房地产转行做养老的事业女性，三年里，测评了江浙 沪70多家养老院；还有人去日本学养老经验， 参观家博会，做养老科普。 我是01年出生的，两年前大学毕业的时候，就选择进入了养老行业，做一名养老规划师。 平时我主要的工作就是根据长辈的家庭和身体情况，帮他们选择适合自己的养老生活环境。 21岁入行养老，少走40年弯路 星星 24岁 北京 养老规划师 星星的生活照 有位奶奶，当时因为海马体萎缩导致阿尔兹海默症4年了，家里保姆已经是 ...

由于养老服务政策种类多、涉及补贴范围广，市纪委监委多次赴市民政局、市人社局开展专题调 研，共同梳理有关涉老资金、养老服务和老年人权益保护3大类23项政策制度，编制形成《南京市养老 服务突出问题专项整治相关政策法规汇编》，涵盖法律法规和地方政策文件等，为开展整治提供有力政 策依据和理论支撑。 专项整治中，全面调取梳理近年来涉及养老问题的"12345"热线工单2万余条，针对性开展电话回 访；通过大数据筛查比对，精准核查尊老金、长护险、居家服务等各类补贴管理和发放情况，发现需求 匹配不精准、服务不到位、部分补贴项目运行不规范等问题。 "原来养老服务竟能帮我们洗空调，用的还是消费券，以前真没想过，也没享受过。"近日，建邺区 南苑街道吉庆社区居民卞奶奶在数字养老平台上用数字消费券下单，体验了空调清洗服务。这得益于今 年以来我市开展的养老服务领域突出问题专项整治。 在此过程中，市纪委监委与有关职能部门联动发力、破解难题。针对养老服务补贴申请使用不便问 题，指导推动市财政局试点以消费券形式供老年人自主选择服务项目。今年5月，建邺、雨花、浦口率 先开展"养老服务数字消费券"先行先试。针对群众关切的"预收费"问题，市纪委监委督 ...

Group 1: Economic Development - The report emphasizes the importance of stabilizing employment, enterprises, markets, and expectations to enhance economic recovery [2] - Shanghai's economic and social development has shown a positive trend in the first half of the year, boosting confidence and resilience in facing challenges [2] - There is a call for better coordination among departments to leverage regional advantages and promote high-quality development [2] Group 2: Technological and Industrial Innovation - Continuous efforts are needed to integrate technological innovation with industrial innovation, focusing on upgrading traditional industries and developing emerging sectors [3] - Suggestions include enhancing the integration of innovation chains, industrial chains, capital chains, and talent chains [3] - The need for a robust capital market to support innovation, particularly in front-end equity investment, is highlighted [3] Group 3: Public Services and Social Welfare - The focus is on improving public service quality and addressing urgent social issues to ensure equitable and accessible welfare [4] - Recommendations include optimizing elderly care policies and enhancing community health service systems to address aging population challenges [4] - There is an emphasis on improving disaster response capabilities, particularly in relation to extreme weather events [4]

活动现场还设置养老服务特色展区、参观体验区，发放健康手册、海南养老服务消费季活动宣传册 等。在养老服务特色展区，不少老人及家属现场了解智能床垫、护理床等老年人用品。在参观体验区， 老人和家属们参观托老院的康复护理室，观看护理员护理技能演示，了解数字化养老服务等，直观感受 当今养老服务的便捷与品质。 据了解，此次活动将持续至12月，期间开展"银龄康养之旅"活动、"银龄生活焕新季"活动、养老护 理人才提升计划、"敬老月"活动、养老机构开放日及体验周、"会展促消费"活动、养老护理职业技能竞 赛等。 海南日报海口7月31日讯(海南日报全媒体记者 张文君)7月31日，"惠享生活 乐养海南"2025年海南 养老服务消费季暨"敬老月"活动启动仪式在省托老院举行。活动旨在响应国家促进养老服务消费的号 召，进一步挖掘海南"银发族"消费潜力，激活海南养老服务消费市场。 活动发布海南养老服务消费季活动内容，解读海南养老政策，宣布消费季惠民举措，发布省养老机 构白名单，为海口、三亚、琼海、临高、白沙、陵水、保亭、省托老院等8个"居家社区养老服务队"代 表授旗。 此次活动由省民政厅、省旅游和文化广电体育厅、省商务厅主办，省托老院、省养 ...

近日，为贯彻落实《国家积极应对人口老龄化中长期规划》《中共中央 国务院关于深化养老服务改革 发展的意见》等有关要求，加快健全覆盖城乡的县（区）、乡镇（街道）、村（社区）三级养老服务网 络，科学规划养老服务设施布局，民政部、自然资源部联合印发《关于加强养老服务设施布局规划编制 工作的通知》（以下简称《通知》）。 《通知》包括正文和附件，其中正文部分明确养老服务设施布局规划编制工作的要求、重点和目标；要 求省级民政部门、自然资源部门加强对市县规划的指导和监督工作，可研究制定省级规划编制导则或指 引，具备条件的地区可结合本地实际编制规划，人口老龄化程度高于全国平均水平的地区宜优先开展规 划编制工作；明确规划编制涉及的流程安排和相关工作要求；强调规划要作为养老服务体系建设规划重 点，与医疗卫生、教育、公园绿地、综合交通等规划有效衔接，涉及空间用地需求的内容及时纳入国土 空间规划"一张图"。 附件《养老服务设施布局规划编制技术指南（试行）》（以下简称《技术指南》）聚焦进一步提升养老 服务设施布局科学性、合理性和精准性，有效提高养老服务设施土地利用效率，提出原则性、导向性规 划编制要求，适用于指导地市级、县级养老服务设施 ...

7月31日召开的国务院常务会议强调，要锚定全年发展目标任务，加力提升宏观政策效能，持续攻坚破 解难题，下更大力气抓好党中央决策部署的贯彻落实。 在中央政治局会议部署下半年经济工作的第二天，国务院常务会议随即部署抓落实。会议审议通过《关 于深入实施"人工智能+"行动的意见》，并部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息 政策。 深入实施"人工智能+"行动 会议审议通过《关于深入实施"人工智能+"行动的意见》。 多位专家接据记者采访时表示，这一部署恰逢其时，直指人工智能作为"颠覆性技术"的战略价值——它 不仅将重塑人类生产生活方式，还将带来可观的经济效益。 北京大学经济学院教授苏剑表示，人工智能的影响力堪比当年的互联网革命，但其颠覆性更为深远。 "从经济发展看，它将渗透到制造业、服务业等全领域，重构生产流程、提升效率；从社会层面看，生 活方式、交往模式都将被重新定义；而在全球竞争维度，它已成为战略新兴产业的'必争之地'。"苏剑 认为。 西南财经大学经济学院教授、政治经济学研究所所长吴垠认为，近年来，我国加强对深度学习算法、自 然语言处理、计算机视觉等核心技术的研发，形成交叉学科突破，推动人工智能技术持续 ...

图①：本报记者白光迪（右）体验和老人共同制作手工作品。 余 乐摄（人民视觉） 图②：老年公寓内老人展示手工画成果。 余 乐摄（人民视觉） 图③：志愿者张瑾带着老人跳广场舞。 本报记者 白光迪摄 如今，越来越多老年人选择入住养老机构，安度晚年。随着养老产业的快速发展，养老机构的设施愈发 完善，环境也更为舒适。如何给养老机构添一份"朝气"，成了新的课题。 在江苏苏州高新区的一家老年公寓里，有一群20多岁的年轻人入住，与老人朝夕相处，用自己的活力为 代际融合养老带来更多有益探索。 亦亲亦友 点亮心灵 "爷爷奶奶，我们唱一首《酒醉的蝴蝶》好不好？"上午8点，老年公寓一层的多功能教室内，来自江西 九江市的姑娘张瑾正带着老人跳广场舞。课程结束后，张瑾挎上背包搭乘地铁，前往苏州高新区一家企 业开始一天的工作。 为什么会住进老年公寓？ 2023年大学毕业后，张瑾来到苏州工作发展。在搜寻招聘信息的时候，无意间看到了一则老年公寓招聘 志愿者的推送，上面写道：诚邀优秀年轻人住养老机构，每人每月仅需支付200—300元房租，每月为老 人提供陪伴、教学、生活娱乐、心理支持等志愿服务。 "相较于市场上的租房价格，入住养老机构每月可以省去 ...

Group 1 - The core focus of the Hujiayuan Street in Binhai New Area is on urban construction, new energy industry, resource excavation, and rural agriculture, implementing a "specialized empowerment" growth plan to achieve multiple breakthroughs in economic work [1] - The economic development trend in Hujiayuan Street is positive, with significant growth in major economic indicators, including steady increases in industrial output value, fixed asset investment, and real estate sales, reflecting enhanced market confidence and economic resilience [2] - A series of major projects have been signed and initiated, including urban lighting and photovoltaic energy storage facilities, integrated elderly care services, and educational resource optimization, providing strong support for economic growth [3] Group 2 - The innovative "one belt three" model for asset revitalization has been implemented, successfully mobilizing approximately 800 million yuan from idle land resources and supporting the construction of various projects, thereby enhancing the quality of residential supply [6] - Future plans include a targeted approach to expand cooperation and attract more quality projects, ensuring the efficient and steady advancement of high-quality development in Hujiayuan Street [8]