Group 1 - The core objective of the "Action Plan" is to increase the number of platform enterprises in Zhejiang to over 1,000 by 2027, with more than 50 of them achieving a scale of 10 billion yuan, and total revenue from platform enterprises reaching 2.2 trillion yuan [2][4] - Zhejiang's platform economy is currently leading nationally, with over 850 platform enterprises and a projected cross-border e-commerce export of over 350 billion yuan in 2024, reflecting a 10% growth [3][4] - The plan emphasizes the transformation of leading platform enterprises into high-tech companies, increasing R&D investment, and maintaining a competitive edge in emerging fields like large models [4][5] Group 2 - The "Action Plan" encourages global expansion of platform enterprises, with initiatives to enhance quality control, support brand alliances, and improve green product supply [5][6] - The platform economy is recognized as a significant employment driver, with over 2.7 million new employment opportunities created in Zhejiang, including roles such as delivery riders and online streamers [6] - The plan aims to integrate new employment groups into social governance, addressing their unique characteristics through comprehensive strategies [6]

Group 1: Core Insights - The article emphasizes the focus of China's decision-making on technology, consumption, employment, foreign trade, and platform economy since the April Politburo meeting, aiming for a multi-dimensional collaboration to strengthen economic recovery [1] - Key areas of investigation include high-end manufacturing technologies, consumer policies, employment stability for specific groups, foreign trade orders, and digital consumption regulation [1] Group 2: Domestic Economic and Industrial Policies - The Central Financial Committee's meeting on July 1 highlighted the importance of building a unified national market and regulating low-price competition among enterprises [2] - Measures to support the high-quality development of innovative drugs were announced by the National Healthcare Security Administration and the National Health Commission [2] - The National Energy Administration held a mid-term meeting on wind and solar energy resource surveys on July 2 [2] - The State Council issued a notice on July 9 to further enhance employment support policies [2] Group 3: Capital Market Policies - The implementation of the new information disclosure management measures for listed companies began on July 1, clarifying industry disclosure requirements [3] - The China Securities Regulatory Commission approved the first batch of 10 technology innovation bond ETFs to guide funds into the technology sector [3] - The People's Bank of China released a draft for public consultation regarding the rules for the cross-border payment system on July 4 [3] Group 4: Global Geopolitical and Economic Tracking - The U.S. Congress passed the "Big and Beautiful" Act on July 3, indicating significant legislative changes [4] - OPEC+ agreed to increase production by 548,000 barrels per day starting in August [4] - The U.S. unemployment rate decreased to 4.1% with 147,000 new jobs added in June, reflecting a slight improvement in the labor market [4]

Core Insights - The "Action Plan" aims for over 1,000 platform enterprises in Zhejiang by 2027, with more than 50 reaching a scale of 10 billion yuan, and total revenue of platform enterprises to reach 2.2 trillion yuan [1][3] - The plan emphasizes the transformation of leading platform enterprises into high-tech companies, increasing R&D investment, and maintaining a leading position in emerging fields like large models [3][4] - The plan also focuses on enhancing consumer vitality through initiatives like the "Zhejiang Quality" cultivation plan and promoting AI-driven consumption [3][4] Group 1: Economic Goals - By 2027, the target is to have 1,000 active network operators and maintain an annual growth rate of 5% in online retail [1] - In 2024, cross-border e-commerce exports are projected to exceed 350 billion yuan, growing by 10% and accounting for 9.2% of the province's total exports [1] Group 2: Technological Development - The plan encourages leading platforms to transition towards high-tech sectors and increase R&D efforts, particularly in large model applications [3][4] - The implementation of the "platform + industry" dual empowerment action aims to create over 25 billion-level consumer goods industry clusters [3] Group 3: Market Dynamics - The competitive landscape for platform economies is intensifying, with more entrants emerging, making it challenging for Zhejiang to maintain its leading position [8] - Changes in consumer behavior are noted, with a shift from traditional demand-driven purchasing to emotion-driven consumption, necessitating innovation from traditional e-commerce platforms [8] Group 4: Regulatory Framework - The need for a robust regulatory framework is highlighted to address challenges such as low-quality competition and consumer rights violations [9] - The plan includes measures for algorithm governance and the protection of intellectual property rights in the digital economy [9]

Core Viewpoint - The "Three-Year Action Plan for High-Quality Development of Platform Economy in Zhejiang Province" aims to enhance the number and scale of platform enterprises, focusing on innovation and technology-driven growth by 2027 [1][2]. Group 1: Development Goals - By 2027, Zhejiang aims to have over 1,000 platform enterprises, with more than 50 reaching a scale of 10 billion yuan, and 10 million active online business entities [2]. - The total revenue of platform enterprises is targeted to reach 2.2 trillion yuan, with an annual growth rate of 5% in online retail sales [2]. Group 2: Current Status and Growth - Zhejiang is currently a leader in platform economy development, with over 850 platform enterprises and significant transaction volumes [3]. - In 2024, cross-border e-commerce exports are projected to exceed 350 billion yuan, growing by 10%, accounting for 9.2% of the province's total exports [3]. Group 3: Technological Transformation - The action plan emphasizes guiding leading platform enterprises towards becoming high-tech companies, increasing R&D investment, and maintaining a competitive edge in emerging fields like large models [5]. - The plan supports the development of service platforms for large models and aims to create a thriving ecosystem for their applications [5]. Group 4: Consumer Empowerment and Market Dynamics - The plan includes initiatives to stimulate consumer activity, such as the "Zhejiang Boutique" cultivation program and promoting "AI + Consumption" to create innovative shopping experiences [7]. - The shift in consumer behavior from "searching for goods" to "goods finding consumers" necessitates traditional e-commerce platforms to innovate and adapt [12]. Group 5: Regulatory Framework - The action plan acknowledges the challenges faced by the platform economy due to intensified competition and changing market dynamics, emphasizing the need for robust regulatory frameworks [9][12]. - It encourages global expansion of platform economies and aims to enhance international competitiveness through improved logistics and payment systems [11].

Core Viewpoint - Zhejiang Province is focusing on high-quality development of the platform economy, with over 850 platform enterprises currently, and aims to increase this number to over 1,000 by 2027, including more than 50 enterprises with a revenue of over 10 billion yuan [1][2]. Group 1: Economic Growth and Employment - In 2024, Zhejiang's cross-border e-commerce exports are projected to exceed 350 billion yuan, representing a 10% growth and accounting for 9.2% of the province's total exports [1]. - Online retail sales in Zhejiang have increased by 8.4% year-on-year, becoming the largest contributor to social consumption [1]. - The platform economy has created over 10 million jobs in Zhejiang, significantly contributing to employment and the construction of a common prosperity demonstration zone [1]. Group 2: Strategic Initiatives - The three-year action plan includes creating six new benchmarks, focusing on transforming leading and niche platform enterprises into high-tech companies, with an emphasis on R&D and emerging fields like large models [2]. - Alibaba plans to invest 380 billion yuan over the next three years to build AI infrastructure, reinforcing its "AI + e-commerce" strategy [2]. - The "platform + industry" dual empowerment initiative has led to successful examples like the live-streaming model in Shaoxing, which has cultivated over 30 benchmark live-streaming rooms [2]. Group 3: Export and Quality Control - The "Global Industry Belt Export" initiative, launched in collaboration with Alibaba, has facilitated rapid growth in exports across 40 industrial chains, targeting markets in Europe, Southeast Asia, and the Middle East [3]. - Various support measures for platform enterprises include enhancing online transaction quality, establishing brand alliances, and improving green product supply and sales [3]. Group 4: Employment and Governance - The platform economy serves as a significant employment reservoir, with over 2.7 million new employment groups in Zhejiang, including delivery riders and online hosts [4]. - The introduction of the "Zhejiang Little Brother Code" aims to streamline delivery processes for riders, enhancing efficiency in urban logistics [4]. - Zhejiang is committed to integrating new employment groups into public governance, focusing on comprehensive policies to manage the unique characteristics of this workforce [4]. Group 5: Regulatory Framework - The province is advancing a modern governance approach that emphasizes service-oriented regulation, implementing a credit system for millions of business entities [4]. - Continuous efforts will be made to strengthen compliance governance among platform enterprises, ensuring they fulfill their responsibilities in merchant qualification and consumer rights protection [4].

Core Viewpoint - The Long Triangle region is advancing towards a unified national market through enhanced cooperation among the market regulatory departments of Shanghai, Jiangsu, Zhejiang, and Anhui, focusing on breaking barriers, establishing standards, and promoting digital transformation [1][2][4]. Group 1: Cooperation and Achievements - The Long Triangle region has implemented over 170 high-frequency government services and applications for cross-province "one-stop" processing, with 40 types of high-frequency electronic certificates recognized across provinces [2]. - A total of 6.98 billion data entries have been collected in the regional business entity database, with data update cycles reduced from monthly to daily [2]. - Since the 14th Five-Year Plan, the region has signed 45 cooperation agreements and published 18 policy documents, indicating a strong commitment to regulatory integration [6]. Group 2: Regulatory Framework and Standards - The region aims to deepen fair competition reforms, enhance anti-monopoly and anti-unfair competition enforcement collaboration, and promote a unified regulatory framework [2][4]. - A joint action plan for quality support and standard leadership in key industries such as biomedicine and artificial intelligence has been established [3]. - The Long Triangle region is working on international standardization research and the development of green and low-carbon standards [3]. Group 3: Digital Transformation and Data Sharing - A digital collaborative action plan is underway to enhance cross-province regulatory data sharing and optimize various databases [3]. - The region is focused on building a strong data foundation for regulatory collaboration, enhancing data sharing applications, and creating impactful shared scenarios [3]. Group 4: New Initiatives and Projects - Six new cooperation agreements have been signed, including those focused on platform economy innovation and integrated risk warning systems [5]. - The agreements aim to address significant issues in the online market and enhance regulatory collaboration among platform enterprises [5]. Group 5: Consumer Protection and Market Potential - The Long Triangle region is implementing a three-year action plan to optimize the consumer environment, including the establishment of trusted stores and markets [7]. - There is a focus on enhancing food safety regulations and cross-regional cooperation in food production and operation oversight [7][8]. - The region aims to improve consumer rights protection mechanisms and establish a system for handling consumer disputes across different cities [8].

智通财经7月2日午间新闻精选 1、深圳市龙华区人民政府印发《龙华区促进上市培育服务工作三年行动方案》。其中提到，推动已在 港交所上市的辖区企业按政策规定在深交所上市。 3、截至午间收盘，沪指跌0.04%，深成指跌0.42%，创业板指跌0.84%。恒生指数涨0.62%，恒生科技指 数跌0.27%。 2、《四川省贯彻落实国家〈提振消费专项行动方案〉细化举措清单》发布，其中提到，研究制定市值 管理成效计分规则，将市值管理纳入省属监管企业负责人经营业绩考核；拟制定印发推动平台经济产业 链高质量发展实施方案等若干政策。 ...

Core Viewpoint - The newly revised Anti-Unfair Competition Law of the People's Republic of China, effective from October 15, 2025, aims to strengthen platform responsibilities and address "involution" competition within the platform economy [1] Group 1: Legislative Changes - The revised law prohibits platform operators from forcing or indirectly forcing internal operators to sell goods below cost, disrupting market competition [1] - The law mandates platforms to establish mechanisms for reporting and resolving unfair competition complaints and to take necessary actions upon discovering such behaviors [1][3] Group 2: Market Dynamics - The government emphasizes the importance of regulating "involution" competition, particularly in the internet platform sector, which has seen intense competition and price wars in areas like food delivery and local services [1][2] - The internal competition among platforms is exacerbated by price transparency, leading to rapid imitation among small businesses and resulting in product homogeneity and intensified price competition [3] Group 3: Economic Implications - The law aims to create a stable regulatory environment that encourages healthy competition rather than destructive price wars, allowing companies to focus on value creation and innovation [3][4] - By regulating competition, the law seeks to protect the rights of consumers, platform operators, and gig workers, ensuring a fair and orderly competitive landscape [2][3]

Group 1 - The central government prioritizes employment stability, emphasizing the need to explore and expand employment opportunities through new industries and ecosystems [1] - The digital economy, represented by platform economies, has a significant impact on employment, with approximately 84 million new employment form workers, accounting for 21% of the total workforce [1] - The Tencent WeChat ecosystem has created over 50 million direct and indirect job opportunities, showcasing the positive role of platform enterprises in stabilizing and promoting employment [1] Group 2 - The application of artificial intelligence (AI) is creating new job opportunities, with a talent gap exceeding 5 million in China, indicating vast potential for new positions [2] - Traditional industries, such as manufacturing, are also experiencing employment growth, particularly in the electric vehicle sector, where job postings for automotive mechanical engineers increased by 40.2% year-on-year [2] - The collaboration between human resources services and manufacturing industries is expected to accelerate high-quality employment and support the development of a modern industrial system [2] Group 3 - The "three new" economy (new industries, new business formats, and new models) is projected to account for over 18% of GDP in 2024, indicating a shift towards innovative and intelligent development across various sectors [3] - There is a call for collaboration across sectors to enhance talent training and services, ensuring that economic growth aligns with employment stability and social welfare [3]

Group 1 - The National Platform Economy Governance Standardization Technical Committee has been officially approved for establishment by the State Administration for Market Regulation [1] - The committee aims to implement and refine relevant laws and regulations such as the Electronic Commerce Law and the Network Transaction Supervision and Administration Measures [1] - It will address prominent issues in platform economy governance, including "involution" competition and chaos in live e-commerce [1] Group 2 - The committee will involve multiple stakeholders, including platform enterprises, operators, industry organizations, government departments, and consumers [1] - The goal is to accelerate the development of urgently needed standards to guide industry self-discipline and support regulatory oversight [1] - This initiative is expected to promote the standardized, healthy, and sustainable development of the platform economy [1]