Core Viewpoint - The "Implementation Plan for Boosting Consumption in Guangdong Province" was released, outlining 31 measures aimed at expanding consumer demand and significantly boosting consumption across various sectors [1] Employment and Income Growth - The plan aims to promote stable growth in wage income and expand channels for property income, with a target of creating over 1.1 million new urban jobs by 2025 [2] - Initiatives include the "Million Talents Gather in South Guangdong" program to attract 1 million college graduates for employment and entrepreneurship in Guangdong [2] - The plan also emphasizes support for families with multiple children, enhancing educational resources and childcare facilities [2] Service Consumption Enhancement - The plan focuses on improving services for the elderly and children, including the establishment of senior dining halls and childcare centers [3] - It encourages inbound tourism and the development of international consumption centers in cities like Guangzhou and Shenzhen [3] - Measures include the establishment of duty-free shops and the promotion of high-quality life services [3] Large-scale Consumption Support - The plan continues to support vehicle replacement and expands the scope of subsidies for scrapping old cars, including those meeting National IV emission standards [4] - It promotes the replacement of 12 categories of household appliances and supports the purchase of digital products through subsidies [4] - Initiatives for the renovation of old residential communities and the optimization of housing fund policies are also included [4] New Consumption Development - The plan aims to foster new types of consumption, including low-altitude and cruise yacht consumption, and supports the development of the Nansha International Cruise Home Port [5] - It emphasizes the importance of paid annual leave and encourages flexible vacation arrangements to enhance worker rights [5] - The plan proposes to reduce restrictions on vehicle purchases and promote a shift from purchase management to usage management [5][6]

明日主题前瞻 1、机器人 | 据上证报，5月7日下午，北京市人民政府新闻办公室举行2025世界机器人大会和2025世界人形机器人运动会新闻发布会。北京市经济和信息化 局相关领导宣布，世界人形机器人运动会是全球首个为人形机器人组织的综合性竞技赛事，将于今年8月15日至17日在国家体育场(鸟巢)和国家速滑馆(冰丝 带)举办。旨在通过机器人的多种竞技赛项，集中展示、检验机器人最新成果，让机器人服务人类更美好的生活。 点评：光大证券表示，从人形机器人量产节奏的角度，2025年将会是突破性的一年。万台级别的量产将带动下游产业链进入确定性放量阶段，而万台级别的 数据采集和训练有望真正解决数据匮乏的难题，推动人形机器人向更泛化、更实用的阶段迈进。坚定看好人形机器人产业，立足硬件技术路线与各厂商进 展。 中信建投表示，2025年人形机器人行业处于爆发式增长的量产元年，来自于主机厂的量产推进、新品发布、大模型更新等催化不断，产业链积极推进零部件 性能升级和成本降低，产业发展趋势愈发明朗。人形机器人逐步走向商用量产，丝杠厂商积极扩充产能，基于降本提效等诉求，国产设备厂商有望显著受 益。 2、农业种植 | 据上证报，近日，农业农村 ...

21世纪经济报道记者唐韶葵 上海报道 近期，易居（中国）控股有限公司董事局主席周忻现在有了一个新身份：中国房地产业协会康养分会会 长。日前，周忻以这一新身份亮相中国房地产协会主办的银发人居大会，并透露了易居企业发展的一个 新方向：介入银发经济领域。 公开信息显示，万科在深圳盐田试点项目中，依托"社区健康大脑"系统，构建"空间服务+智慧康养"生 态闭环。保利发展在适老化设计上屡有创新，曾推出"自理型-协助型-护理型"动态评估机制，提供从家 政代购到失智专护的18项服务清单，并借力郊区低地价打造含温泉疗愈、有机农场的复合生态养老社区 。 2020年6月，华润集团推出旗下首个城市中心养老项目华润润馨汇，这也是沈阳首个城市中心高端养老 综合体。该项目以医养结合为特色，构建"医养结合"的健康保障体系，为老人提供全方位服务。 企业参与银发经济的推手，是老龄化趋势。银发人居与老龄产业紧密相连，也成为产业升级契机。 企业入局，看到的是产业规模前景，背后则是国内城市适老化趋势下的银发经济崛起。 2024年1月，国务院办公厅印发国家首个支持银发经济发展的专门文件《关于发展银发经济增进老年人 福祉的意见》。2025年的政府工作报告 ...

答：目前市面上的智能体大多都在强调"通用型"，目标 是能适应大部分场景，但我们认为 AI agent 并非"万能工 具"，在行业的深度知识不足的情况下，通用型智能体很难 提升用户体验。因此，结合公司在康养垂直领域的布局及长 期积累，我们选择持续深耕居家养老和健康管理领域。同时 要打通线下服务，让 AI agent 突破线上数据的局限性，从 "信息处理者"进化到"服务执行者"，最终演进为"感知 -决策-执行"的一体化系统。 答：公司基于居家养老场景的 AI 智能体预计将在二季度 发布。发布会具体安排敬请留意公司官网、微信公众号（国 脉科技 GMTECH、国脉大学养老）及视频号（国脉大学养 老）预告信息。 3、公司的 AI Agent 有何不同？ 从长者或其家属对养老方案有初步兴趣开始，到成功 入住或选择相应方案为止。在这一阶段，AI Agent 不 只是公司精准获客的高效助手，更是帮助长者和家属 理解、评估并顺利过渡到新生活模式的引导者。 2、公司的 AI agent 具体何时发布？ 证券代码：002093 证券简称：国脉科技 国脉科技股份有限公司 投资者关系活动记录表 编号：2025-004 | |  特定 ...

广东省人民政府办公厅印发《广东省提振消费专项行动实施方案》提出，强化投资支撑作用。立足激发 有潜能的消费，着力扩大消费基础设施、消费服务功能提升类、消费新业态新模式的有效投资，推动形 成消费投资相互促进的良性循环。用足用好中央预算内资金、地方政府专项债券、超长期特别国债等政 策资金，加力支持教育医疗、技能培训、养老托育、文旅体育等领域项目建设，补齐公共服务短板。积 极支持符合条件的文旅等消费领域项目发行基础设施领域不动产投资信托基金（REITs）。 ...

Group 1: Financial Support for Entrepreneurship - The new measures increase the personal loan limit for entrepreneurial guarantee loans from 300,000 yuan to 500,000 yuan, and for small and micro enterprises from 4 million yuan to 6 million yuan, with local finance covering the interest subsidy for amounts exceeding national limits [2] - A youth entrepreneurship promotion plan is implemented, providing interest-free, collateral-free, and mortgage-free startup loans ranging from 30,000 to 100,000 yuan for eligible individuals aged 18 to 40 who start a business in Sichuan within three years [2] - The entrepreneurship subsidy policy is optimized to cover recent graduates, unemployed individuals, returning migrant workers, and self-employed veterans, with subsidies of 5,000 yuan for businesses operating for over six months and up to 10,000 yuan for those operating for over 18 months based on various factors [2] Group 2: Enhancing Entrepreneurial Support System - The measures aim to enhance entrepreneurial training by expanding coverage to all laborers with entrepreneurial needs and implementing differentiated training subsidies [3] - Encouragement is given to develop specialized entrepreneurial training programs aligned with key industrial chains and emerging industries, focusing on sectors like the silver economy and international tourism [3] - Support is provided for rural e-commerce and new employment forms, with a focus on developing small-scale economic entities such as specialty shops and workshops [3] Group 3: Support for Key Groups and Talent Development - The measures encourage returning entrepreneurs to establish family farms, cooperatives, and agricultural enterprises, with access to small and micro enterprise support policies [4] - Local governments are incentivized to provide subsidies for hiring unemployed individuals or recent graduates, purchasing agricultural machinery, and establishing elderly care services [4] - Talent recruitment for entrepreneurial enterprises is integrated into local talent programs, with preferential support in various areas for those meeting employment generation criteria [4]

"京彩四季""爱购上海""食在广州""乐享服务·惠聚蓉城"…… 看到这些主题，大家是否一下便能对号入座？今年"五一"假期，各地文旅都行动起来，"吆喝"特色、主 打品质，都想在假期迎来更多的各地友人。 市场分析认为，包括文旅在内的服务消费，有望迎来又一波高峰。此前，商务部发布的数据显示，今年 一季度，服务零售额同比增长5.0%，增速比商品零售额快0.4个百分点。 从普通商品到服务哪些将成为热点领域？为什么要强调服务消费？ "最早我们看到通过以旧换新，大家换个手机、家电、电动自行车等，这些都只是日常的耐用品。下一 步，要从有形的商品消费，到发展服务消费，这具有更长远的意义。目前，服务消费仍有扩容空间，居 民在服务消费上的需求或倾向更高。"兴业银行首席经济学家鲁政委说。 "服务消费一头连着经济，一头连着民生，涵盖餐饮住宿、养老托育、文旅体育等多个领域。从近年的 数据可见，服务消费需求持续释放带动服务业较快增长，从而对经济高质量发展起到较强的支撑作 用。"国家金融与发展实验室副主任杨涛告诉《金融时报》记者，"当前，我国居民商品消费占国内生产 总值（GDP）的比重与经济发展阶段基本相称，但包括文旅、体育、教培等在内的服 ...

在需求端，我国消费升级正以"裂变式"效应催生大量岗位。以今年"五一"假期为例，成都国际空港商圈 每日客流超30万人，周边奥莱商场单日销售额突破2000万元；杭州零售、餐饮、批发、住宿、娱乐等五 大行业消费金额达40.16亿元。消费需求的集中爆发必然带来大量就业岗位，相关研报表明，服务业每 增长1个百分点，创造的就业机会比制造业多出约25%。 每经评论员 张怀水 今年"五一"假期，各地消费市场热度持续攀升，消费活力不断释放。其中，文旅、餐饮、娱乐等服务业 消费尤为火爆。从直播电商到智慧养老，从文旅融合到数据标注，服务消费领域不断涌现的新业态、新 模式，不仅重塑了经济格局，更以"就业蓄水池"的重要角色，为众多劳动者带来稳定的就业保障。 首先，服务消费与就业扩容之间存在双向驱动的紧密关系。 展望未来，应重视从"蓄水"到"活水"的生态重构。通过服务消费与就业市场的深度融合，逐步形成"需 求牵引供给、供给创造需求"的动态平衡。短期来看，可依托节日促销、文旅季等活动，快速释放消费 潜力，稳定岗位存量；长期而言，要培育养老护理、数据标注等朝阳产业，打造"就业友好型"服务业生 态，实现民生保障与经济增长的可持续循环。 在供给 ...

今年一季度，河南省GDP同比增长5.9%，较去年同期、去年全年分别加快1.2个、0.8个百分点，工业、 投资、消费等指标增速均快于去年同期、高于全国，顺利实现了"开门红"，扛起了经济大省挑大梁重 任。 值得一提的是，作为经济大省、人口大省，内需是河南的巨大优势，也是更好发挥挑大梁作用的底气所 在。据了解，河南正在制定提振消费专项行动实施方案。那该方案将重点从哪些方面发力？ "我们谋划推出了文旅消费繁荣行动，持续放大'老家河南''行走河南、读懂中国'品牌效应，加力把文旅 热转变为消费热，同时部署实施农村消费促进行动，加快破解消费'最后一公里'难题，全面激活农村消 费市场。"河南省发展改革委党组成员、副主任李新国表示，提振消费既要考虑短期需要，也要考虑长 期趋势，持续打好政策组合拳，有效解决消费可持续增长问题。 不仅如此，该实施方案还将加力扩围消费品以旧换新，推动汽车、家电、家居等产品消费扩量提质，大 力发展托育、养老、家政等服务消费，积极培育数字消费、低空消费等新增长点；坚持以优质供给引领 和创造更多消费新需求，深入实施服务业新供给培育工程，聚焦新零售、新餐饮、新文娱、新社会服务 四大领域，着力打造内容丰富、品 ...

Core Viewpoint - The development of the elderly care industry in Baoding, Hebei Province, is being accelerated through financial support and innovative projects, creating a robust ecosystem for senior living and healthcare services [1][2][3][4][5][6] Group 1: Industry Development - Since May 2023, Baoding has been advancing the construction of medical alliances and extending elderly care projects from Beijing and Tianjin to suitable regions [1] - The establishment of the Beijing-Tianjin-Hebei Silver Economy Industrial Park aims to create a national benchmark for health and wellness innovation [1] - The Baoding City People's Bank has actively supported the elderly care industry by organizing financial institutions to connect with 167 elderly care facilities [1] Group 2: Financial Support - As of February 2025, the loan balance for elderly-related industries in Baoding reached 729 million yuan [1] - The Baoding Bank provided 90 million yuan in loans to the Baoding Jitai Elderly Care Center, which serves 1,200 clients from the Beijing-Tianjin-Hebei region [2] - Financial institutions in Baoding have launched over 80 specialized financial products for elderly care, with a total balance of 77.83 million yuan as of February 2025 [4] Group 3: Service and Infrastructure - More than 1,100 bank branches in Baoding have completed age-friendly renovations, providing nearly 15,000 home service visits for the elderly [5] - The integration of various financial functions at Baoding Bank aims to enhance convenience for elderly clients, ensuring they experience a warm and accessible service [6] - Facilities such as automatic external defibrillators and accessible restrooms have been implemented to improve the banking experience for seniors [6]