Group 1 - The peak recruitment period in China occurs in March and April, with significant changes observed this year due to advancements in artificial intelligence (AI) technology [1] - Major companies such as Huawei, ByteDance, and Alibaba are actively seeking AI talent, with job postings for positions like algorithm engineers and AI product managers [1] - The average monthly salary for AI engineers reached 21,319 RMB, with robot algorithm engineers earning the highest at 26,231 RMB [1] Group 2 - In the traditional manufacturing sector, there is a growing demand for high-end manufacturing talent, with job postings for mechanical and automation engineers increasing by 40% and 10% year-on-year, respectively [2] - The overall employment market is stabilizing, with the urban unemployment rate averaging 5.2% from January to April, a decrease of 0.2 percentage points from the previous year [2] - Various local governments have introduced initiatives to support job seekers, such as free accommodation for students during their job search [2] Group 3 - The Chinese government has announced a series of measures to stabilize employment and the economy, including financial support and incentives for companies to retain and hire employees [3] - A total of 667 billion RMB in central employment subsidy funds has been allocated, with plans for further incentives and enhanced vocational training [3] - The government is prepared to adapt its employment policies based on changing circumstances to support job creation and skill development [3]

Touch JiangsuNowto follow 近日，为贯彻落实《国务院办公厅关于转发商务部、国家发展改革委〈2025年稳外资行动方案〉的通知》，切实做好2025年稳外资工作，加大引资稳资力 度，江苏省正式出台一系列稳外资若干措施，从深化重点领域开放、提高投资促进水平、提升开放平台效能、加大服务保障力度等多个维度精准发力，为 吸引优质外资注入强劲动力。 图源：视觉中国 在深化重点领域开放方面，江苏积极吸引外资深度参与重点产业集群建设。依据"1650"产业体系制定招商图谱，全力招引高质量制造业项目，推动外资企 业融入新型工业化进程，助力产业强链补链延链。同时，提升服务业领域开放水平，加快推进南京服务业扩大开放综合试点，研究制定苏州试点方案，扩 大独资医院领域开放试点，鼓励外资布局养老、文旅等多元服务业态。生物医药领域，积极争取国家支持开展全产业链开放创新试点，扩大研发用物品进 口"白名单"，推进多项创新政策落地，优化采购环境。此外，还出台政策鼓励外资开展股权投资，支持境外资本扩大境内投资规模。 图源：江苏商务 在投资促进工作上，江苏大力加强投资江苏品牌建设，通过举办"跨国公司江苏行"系列活动、企业家太湖论坛 ...

Group 1 - The core viewpoint is that the M&A market for technology companies is expected to remain active, driven by continuous policy support, market demand, and the need for companies to enhance competitiveness through mergers and acquisitions [1][2] - In 2024, the A-share market saw a significant increase in M&A activities, with 1,423 announcements made, representing a 2.2% year-on-year growth, and a total transaction value of 820.15 billion yuan, which is a substantial increase of 62.4% year-on-year [1] - As of May 7, 2025, over 70 listed companies have disclosed M&A activities, surpassing the 30+ companies from the previous year, indicating a continuation of this trend [1] Group 2 - M&A activities in the technology sector are primarily focused on key industries such as semiconductors, artificial intelligence, biomedicine, and high-end manufacturing, with a strategy of vertical extension and horizontal integration to acquire key technologies, market channels, and talent resources [2] - Challenges in M&A include increased regulatory requirements, as the active M&A market has led to stricter review standards, necessitating compliance from companies [2] - The outlook for technology companies going public is positive, supported by policies and market demand, although they face risks such as market volatility and the need for robust technology development and compliance [2]

『产品运作』 内需板块占比提升 Q：泉果消费机遇整体运作情况如何？ 孙伟： 北京大学经济学学士、金融学硕士，14年证券从业经验，8年投资管理经验。目前管理产品为泉果消费机遇混合型证券投资基金（以下简称"泉果消费机 遇"，代码：022223）。 前言： 经历了2025年4月美国"对等关税"风波引发的市场剧烈震荡后，在出口等外需方面持续博弈承压的背景下，强化内循环、扩容内需消费市场的重要性愈发凸 显。在提振内需的政策预期下，消费板块是否有望迎来新行情？当下消费行业有哪些新变化？ 让我们一起回顾2025年一季度泉果消费机遇的产品运作，听听基金经理孙伟如何看待关税冲击下，大消费板块的投资机遇。 泉果消费机遇成立于2024年9月27日，考虑到基金成立时间还不长，以及经济复苏进程和国际形势的复杂，本季度股票仓位并没有明显上升。截至2025年3月 31日，泉果消费机遇组合股票仓位占基金资产净值的72.86%，基本与上季度末持平，其中港股占基金资产净值比例为15.83%。 具体到行业层面，消费中内需板块的占比有所提升，比如整车、啤酒、医药等子行业，原有的互联网、高端制造业以及部分新质生产力的方向基本维持此前 的配置，同时还布 ...

市统计局公布的最新数据显示，一季度，我市工业新动能加速培育。全市规上工业战略性新兴产 业、高新技术产业、高技术制造业增加值分别同比增长11.5%、11.1%、9.6%。新产业投资不断扩大， 全市高技术制造业投资同比增长34.7%。高端智能产品产销两旺，3D打印设备、锂离子电池、集成电 路、工业机器人等新兴产品产量分别同比增长1.1倍、60.8%、58.3%、48.4%，限额以上可穿戴智能设 备、智能手机、智能家电、新能源汽车零售额分别同比增长1.6倍、98.9%、38.5%、28.4%。 算力为王：超聚变一季度营收再度翻倍 产业向"新"，发展提"质"。郑州正在加快打造算力之城、人工智能之城、量子之城、氢能源之城， 尽快形成以新质生产力为先导、战略性新兴产业为主导、传统产业为支撑的现代化产业体系。 提到算力龙头企业，就不能不提超聚变数字技术有限公司，这是全球领先的算力基础设施与服务提 供商。超聚变落地郑州近4年来，补齐了河南电子信息产业链的关键环。作为河南省重点引进的算力产 业龙头企业，超聚变近年来布局河南的步伐不断加快。 4月16日，超聚变数字技术有限公司探索者大会在郑州国际会展中心启幕。大会以"共建智能体时 ...

法治信心、安全感、政策坐标、激发活力…… 民营企业家眼中的民营经济促进法 "新法为企业投资决策提供了更具前瞻性的政策坐标。"祥源文旅董事长王衡认为，民营经济促进法以法 治之力重塑民营经济发展生态。从文旅行业视角看，其破除了行政性垄断和隐性壁垒，推动"有效市场 +有为政府"协同发力的制度设计，促进产业要素优化配置，为公司深化战略布局提供了坚实保障。 "民营经济促进法在稳定民企预期、优化市场环境、促进合规经营等方面将对民营企业产生深远影 响。"国浩金融证券合规业务委员会主任黄江东认为，新法对违规异地执法、利用行政或刑事手段干预 经济纠纷等民企普遍关心的问题作出了禁止性规定，这为民营上市公司提供了稳定的政策预期，使其能 够更加安心地进行长期规划和投资，增强企业家信心。 护航创新，突破关键技术更有底气 面向未来，随着新法配套政策落地与司法实践完善，民营经济将对中国经济高质量发展发挥更大作用。 ◎记者 刘礼文 从首次提出，到实现多个"第一次"，民营经济促进法的出台备受社会各界关注。5月8日，多部门的相关 负责人在国新办新闻发布会上表示，民营经济促进法对促进民营经济高质量发展意义重大、影响深远， 必将进一步激发民营经济的 ...

Core Viewpoint - The article discusses the complexities of the global financial landscape, particularly in light of the U.S. debt reaching $35 trillion and the shifting dynamics of international currency and trade, with China emerging as a key player in establishing a new financial order centered around the renminbi [1][3]. Group 1: U.S. Debt and Market Reactions - The U.S. debt crisis has not triggered a global market upheaval as it has in the past, indicating a shift in international financial dynamics [3]. - Historically, the U.S. relied on the "dollar anchor" to manage its growing fiscal deficits, but this reliance is diminishing as countries like China develop alternative trade mechanisms [3][5]. Group 2: China's Strategic Positioning - China is actively building a financial "firewall" to protect its economy from external shocks and is gradually shifting its industrial base to reduce dependency on foreign technology [5][7]. - The rapid advancements in Chinese technology, particularly in sectors like AI and high-end manufacturing, are challenging the traditional dominance of U.S. innovation [7][10]. Group 3: Global Economic Order - The article highlights a growing trend among countries to reassess their reliance on the U.S. dollar, with the expansion of BRICS nations symbolizing a move towards greater economic sovereignty [7][9]. - The U.S. response to these changes has been to strengthen alliances and impose restrictions on Chinese industries, which may inadvertently accelerate the process of de-dollarization [9][10]. Group 4: Future Implications - The ongoing competition between the U.S. and China in technology and finance is reshaping global economic rules, with China positioning itself as a rule-maker rather than a rule-taker [10][12]. - The article suggests that the global financial landscape is undergoing a transformation, with countries reevaluating their strategies in light of shifting power dynamics [12].

Group 1 - The article critiques the outdated views of economist Xu Xiaonian, highlighting that his predictions about China's manufacturing capabilities have been proven wrong by reality [1][5][9] - China's dominance in the electric vehicle sector is attributed to its production of 70% of the world's battery and silicon wafer output, showcasing a robust supply chain and ecosystem [3][5] - The high-speed rail system in China has surpassed initial skepticism, with the country now holding the world's longest high-speed rail network and even exporting technology to Germany [3][5] Group 2 - China's manufacturing accounts for nearly 30% of global output, which is 1.5 times that of the United States, indicating significant growth and efficiency [5][7] - The article emphasizes that China's manufacturing is no longer about low-cost production but about leading in standards, technology, and brand creation [5][7][9] - The narrative suggests that China's advancements in various sectors, including solar energy, electric vehicles, and 5G communication, are backed by substantial data and market recognition [7][9]

新质生产力持续赋能上市公司业绩增长。在人工智能、半导体、高端制造等赛道，一批上市公司在2025 年第一季度交出优异"成绩单"。 在人工智能领域，拓维信息系统股份有限公司、深圳市优博讯科技股份有限公司、中科星图股份有限公 司等多家上市公司今年第一季度归属于上市公司股东的净利润同比增长超1倍。 服务器龙头浪潮电子信息产业股份有限公司（以下简称"浪潮信息"）主业高速成长。第一季度公司实现 营业收入468.58亿元，同比增长165.31%；实现归属于上市公司股东的净利润4.63亿元，同比增长 52.78%。对于营业收入同比增长的主要原因，浪潮信息披露的公告显示，主要是客户需求增加，服务 器销售增长。 在半导体领域，有研新材料股份有限公司、江苏微导纳米科技股份有限公司、杭州长川科技股份有限公 司等多家上市公司第一季度归属于上市公司股东的净利润同比增长超1倍。 2025年一季度，A股上市公司业绩整体实现"开门红"。据《证券日报》记者梳理，截至5月6日午间，沪 深北交易所已有5391家上市公司披露了2025年一季报，其中4068家上市公司第一季度归属于上市公司股 东的净利润实现盈利，占比达75.46%。 中国电子商务专家服 ...