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立足定位 服务大局
Xin Lang Cai Jing· 2026-02-12 23:43
本报评论员 新征程是充满光荣和梦想的远征,没有捷径,唯有实干。让我们更加自觉地站在党和国家事业发展全局 的高度来想问题、作决策、办事情,为扎实推动高质量发展,更好服务党和国家工作大局作出新的贡 献。 当前正值"十五五"开局起步,北京率先基本实现社会主义现代化进入关键期,总书记站在党和国家事业 发展全局的高度,进一步深刻阐释了"建设什么样的首都、怎样建设首都"这一重大时代课题,要求北京 深入贯彻党的二十届四中全会精神,落实党中央确定的城市战略定位,精准务实推动经济社会发展,确 保率先基本实现社会主义现代化取得决定性进展,努力在全国发挥示范作用。总书记从京津冀协同发 展、构建高精尖经济结构、促进城乡融合发展、深化改革开放等方面,提出了一系列新的重大论断和明 确要求。我们要结合总书记历次对北京重要讲话和指示批示精神,结合各自岗位职责和工作实际,学深 悟透、学以致用。 建设社会主义现代化强国,关键在科技自立自强。此次考察中,总书记强调:"要充分发挥我们国家集 中力量办大事的优势,把各种优质要素集合起来攻关,加快解决突出短板问题,实现我们的战略目 标。"首善之区,就是攻坚尖兵;资源所在,就是责任所在。北京要充分发挥教育 ...
王希耘:把握APEC机遇,推动前海河套制度开放
Nan Fang Du Shi Bao· 2026-02-10 04:35
南都讯 2月10日,深圳市七届人大七次会议第二场"代表通道"集中采访活动中,深圳市人大代表,中海 石油(中国)有限公司深圳分公司南海东部石油研究院党委副书记、工会主席王希耘围绕举办APEC会 议给深圳带来的机遇和挑战,分享了作为人大代表的三个主要思考方向。 其次,聚焦高质量发展,在推动现代服务业能级跃升上展现作为。前海作为高水平对外开放的门户枢 纽,人大代表应聚焦金融、法律、信息、物流等前海重点产业开展调研,助力产业绿色化、数字化转 型,支持政策在前海先行先试,为跨境贸易新业态的发展提供支撑,助推产业能级提升。 此外,王希耘结合自身履职经历提出,人大代表要聚焦履职,在推动前海合作区联络站在汇聚民智上发 挥更大作用。"我们要发挥驻前海人大代表联络站的香港全国人大代表、省人大代表、市人大代表的作 用,形成三级两地代表有效联动机制,系统汇聚民智,聚焦前海合作区全面深化改革创新试验平台、高 水平对外开放门户枢纽、深港深度融合发展引领区、现代服务业高质量发展高地四大战略定位提出高质 量的建议。" 王希耘表示,APEC会议在深圳召开,带给深圳的不只是城市的能见度、可信度,还有全球资源加速集 聚的吸引力。这是一场推动深圳城 ...
加拿大1月就业人数意外下滑 失业率降至16个月低点
Xin Lang Cai Jing· 2026-02-06 13:44
格隆汇2月6日|加拿大统计局周五数据显示,1月就业人数意外减少2.48万人,但由于寻找工作的人数 下降,失业率降至6.5%,创16个月新低。市场预计就业将增加7000人,失业率维持在6.8%不变。失业 率降至6.5%,为2024年9月以来最低水平。制造业流失27,500个岗位,其中大部分集中在工业重镇安大 略省,当地部分关键行业受到美国关税冲击。整体来看,制造业、教育服务业和公共管理部门的就业下 滑,超过了信息业、商业服务、农业和公用事业领域的就业增长。1月就业率下降0.1个百分点至 60.8%,为2025年8月以来首次下滑。作为加拿大央行密切关注、用于判断通胀趋势的指标,永久雇员 的平均时薪同比增速降至3.3%,创七个月新低,低于12月的3.7%。 ...
两座GDP超五万亿城市的故事
Xin Lang Cai Jing· 2026-01-30 06:14
Group 1 - Beijing's GDP is projected to reach 5.2 trillion yuan by 2025, making it the second city in China to surpass this milestone after Shanghai, which is expected to reach 5 trillion yuan in 2024 and 5.67 trillion yuan in 2025 [1] - The economic growth in both cities is expected to be 5.4% year-on-year by 2025, which is higher than the national average [1] - In Beijing, the information, software, IT services, and financial sectors contribute over 80% to the economic growth, with these industries accounting for 51.8% of the city's GDP [1] Group 2 - In Shanghai, the service sector remains the primary growth engine, with significant contributions from the financial and IT industries, as well as strong growth in high-tech manufacturing sectors like integrated circuits and artificial intelligence [2] - Shanghai's retail sales are projected to grow by 4.6% year-on-year in 2025, driven by government initiatives and a surge in inbound tourism, with inbound consumption expected to reach $15 billion, a 35% increase [2] - Both cities are prioritizing innovation as a key growth driver, with Beijing planning to invest over 1.5 billion yuan in high-tech industries and set ambitious targets for computing power by 2027 [2][3] Group 3 - Shanghai's Pudong New Area has announced 50 key projects with a total investment exceeding 70 billion yuan, covering various sectors including finance, technology, and tourism [3] - The Shanghai government aims to establish the city as an "international consumption center" to boost inbound consumption and sustain growth over the next five years [3]
吉林省:“十四五”时期地区生产总值跨越3个千亿元台阶,目标2026年地区生产总值增长5%左右
过去一年,吉林省推动产业转型升级,奥迪一汽新能源、红旗天工等一批新车型投产上市,新能源汽车 产量增长25.6%;吉化乙烯项目投产,总产能达190万吨,吉林化纤(000420)碳纤维产销量均跃升至 全球第1位,白城梅花建成世界最大的赖氨酸生产基地,产能占全球30%;新能源产业投资突破1300亿 元,新增开发装机超过600万千瓦;国电投大安、上海电气(601727)洮南、中能建松原等一批"绿电氢 氨醇"标志性项目建成投产,总产能全国领先;长春、松原、白城入选国家能源领域首批氢能区域试 点;全国首列氢能文旅列车成功投运;组建吉翼具身智能机器人公司,设立仿生机器人制造业创新中 心,抢占人工智能新赛道迈出坚实步伐。 过去一年,吉林省因地制宜发展新质生产力,实施光电、制储氢等10个聚力攻坚专项,部署关键技术攻 关项目459个;完成新建、重组11家全国重点实验室;"吉林一号"组网卫星增至144颗,带动上下游千余 家企业形成产业集群;省内转化科技成果增长24%,高技术制造业增加值增长13%。 "十四五"时期,吉林省发展质效持续提升,地区生产总值跨越3个千亿元台阶,达到1.5万亿元、增长 19.8%;人均地区生产总值增长25% ...
行业景气度系列十:去库延续,需求仍待改善
Hua Tai Qi Huo· 2026-01-05 01:16
Report Industry Investment Rating - Not provided in the given content Core Viewpoints Manufacturing - Overall: In December, the manufacturing PMI's five - year percentile was at 57.6%, with a change of 37.3%. Four industries had their manufacturing PMI in the expansion range, 4 less than the previous month and 3 less than the same period last year [4]. - Supply: Slightly declined. The 3 - month average of the manufacturing PMI production index in December was 50.5, a 0.1 - percentage - point decrease from the previous month. Five industries showed month - on - month improvement, while 10 industries declined [4]. - Demand: Still needed improvement. The 3 - month average of the manufacturing PMI new orders in December was 49.6, a 0.4 - percentage - point increase from the previous month. Three industries showed month - on - month improvement, and 12 industries declined [4]. - Inventory: Continued destocking. The 3 - month average of the manufacturing PMI finished - goods inventory in December remained flat at 47.9. Five industries saw inventory increase, and 10 industries saw inventory decrease [4]. Non - Manufacturing - Overall: In December, the non - manufacturing PMI's five - year percentile was at 22.0%, with a change of 10.2%. Eleven industries had their non - manufacturing PMI in the expansion range, 5 more than the previous month and 1 more than the same period last year [5]. - Supply: Employment remained at a low level. The 3 - month average of the non - manufacturing PMI employee index in December was 45.5, a 0.4 - percentage - point increase from the previous month. Both the service and construction sectors increased by 0.4 percentage points [5]. - Demand: Still needed improvement. The 3 - month average of the non - manufacturing PMI new orders in December was 46.3, a 0.4 - percentage - point increase from the previous month. The service sector's new orders increased by 0.2 percentage points, and the construction sector's new orders increased by 1.7 percentage points [5]. - Inventory: Continued destocking. The 3 - month average of the non - manufacturing PMI inventory in December was 45.3, with no change from the previous month. The service sector's inventory remained unchanged, and the construction sector's inventory increased by 0.8 percentage points [5]. Summary by Directory Overview - Manufacturing PMI: In December, the manufacturing PMI's five - year percentile was at 57.6%, with a change of 37.3%. Four industries had their manufacturing PMI in the expansion range, 4 less than the previous month and 3 less than the same period last year [10]. - Non - Manufacturing PMI: In December, the non - manufacturing PMI's five - year percentile was at 22.0%, with a change of 10.2%. Eleven industries had their non - manufacturing PMI in the expansion range, 5 more than the previous month and 1 more than the same period last year [10]. Demand - Manufacturing: The 3 - month average of the manufacturing PMI new orders in December was 49.6, a 0.4 - percentage - point increase from the previous month. Three industries showed month - on - month improvement, and 12 industries declined. - Non - Manufacturing: The 3 - month average of the non - manufacturing PMI new orders in December was 46.3, a 0.4 - percentage - point increase from the previous month. The service sector's new orders increased by 0.2 percentage points, and the construction sector's new orders increased by 1.7 percentage points. Five industries showed month - on - month improvement, and 10 industries declined. Pay attention to the improvement in textiles and pharmaceuticals and the decline in petroleum [16]. Supply - Manufacturing: The 3 - month average of the manufacturing PMI production index in December was 50.5, a 0.1 - percentage - point decrease from the previous month. Five industries showed month - on - month improvement, and 10 industries declined. The manufacturing PMI employee index in December was 48.3, a 0.1 - percentage - point decrease from the previous month. Five industries showed month - on - month improvement, and 10 industries declined. - Non - Manufacturing: The 3 - month average of the non - manufacturing PMI employee index in December was 45.5, a 0.4 - percentage - point increase from the previous month. The service and construction sectors both increased by 0.4 percentage points. Eleven industries showed month - on - month improvement, and 3 industries declined. Pay attention to the decline in non - ferrous metals and农副食品 and the improvement in ferrous metals [25]. Price - Manufacturing: The 3 - month average of the manufacturing PMI ex - factory price index in December was 48.2, a 0.2 - percentage - point increase from the previous month. Seven industries saw their ex - factory prices improve, and 8 industries declined. In terms of profit, the profit trend in December increased by 0.4 percentage points, and the overall continued to converge. - Non - Manufacturing: The 3 - month average of the non - manufacturing charge price index in December was 48.3, a 0.2 - percentage - point increase from the previous month. The service sector increased by 0.3 percentage points, and the construction sector decreased by 0.2 percentage points. Eight industries showed month - on - month improvement, and 7 industries declined. In terms of profit, the profit in December remained unchanged. The service sector decreased by 0.1 percentage points, and the construction sector increased by 0.5 percentage points. Pay attention to the improvement in non - ferrous metals and the decline in petroleum [34]. Inventory - Manufacturing: The 3 - month average of the manufacturing PMI finished - goods inventory in December remained flat at 47.9. Five industries saw inventory increase, and 10 industries saw inventory decrease. The manufacturing PMI raw - material inventory in November decreased by 0.2 percentage points to 47.5. Seven industries saw inventory increase, and 8 industries saw inventory decrease. - Non - Manufacturing: The 3 - month average of the non - manufacturing PMI inventory in December was 45.3, with no change from the previous month. The service sector's inventory remained unchanged, and the construction sector's inventory increased by 0.8 percentage points. Five industries saw inventory increase, and 10 industries saw inventory decrease. Pay attention to the destocking of non - metallic products and the increase in construction inventory [42]. Main Manufacturing Industry PMI Charts - The report provides data on the PMI of various manufacturing industries, including general equipment, special equipment, automobiles, computers, motors, pharmaceuticals,农副食品, textiles, non - ferrous metals, petroleum, chemicals, ferrous metals, non - metallic products, metal products, and chemical fiber and rubber products, showing values, month - on - month changes, three - year averages, and year - on - year changes [53][54][57][58][59][66][67][68].
勇攀科技高峰 促进高质量发展——2024年度海南省科学技术奖获奖情况
Hai Nan Ri Bao· 2025-12-29 01:16
2024年度海南省科学技术奖是《海南省科学技术奖励办法》及实施细则修订后第一次授奖。在提名 项目较上一年度增长30%,获奖比例控制在35%以下(比此前下降了约十个百分点)的情况下,获奖难度 更高,项目含金量相应提升。此次获奖项目技术创新突出,推动行业进步作用明显,产生了显著的社会 和经济效益,充分彰显了海南在吸引和培育创新团队、激发创新动能方面的成效。总体上看呈现以下特 点: 1 契合我省产业布局和发展需求。获奖项目涉及面较广,覆盖深海、能源、核电、油气、信息、新 材料、生态环境、热带特色高效农业、医疗健康民生等重点领域,体现了我省特色优势产业布局和未来 发展方向,也反映了科研工作者在保障国家战略落地实施、科技惠民行动中的担当作为。 2 反映出我省企业创新能力显著提升。在省科学技术进步奖中,企业牵头获奖共计16项,占比近三 分之一,达到历史最高水平。首次设立企业创新奖,5个获奖企业及组织在技术创新、产品创新、推动 行业技术进步、促进相关产业发展等方面表现突出,效益显著。各奖项获奖项目累计产生直接经济效益 总计达1189.5亿元,较2023年度获奖项目的经济效益增长66.5%,创下近三年新高。 3 青年人才与梯 ...
美国 10-11 月非农数据点评:就业不温不火,降息条件未熟
Guoxin Securities· 2025-12-17 14:28
Employment Data Overview - In November, the U.S. added 64,000 non-farm jobs, exceeding the expected 50,000[2] - The unemployment rate rose to 4.6%, higher than the anticipated 4.4%[2] - In October, non-farm employment decreased by 105,000, primarily due to a reduction of 157,000 jobs in the government sector[4] Sector Performance - The private sector added 52,000 jobs in October, while November saw an increase of 69,000 jobs[3] - Education and healthcare sectors were significant contributors, adding 65,000 jobs in November[8] - The construction sector improved with an addition of 28,000 jobs in November[8] Labor Market Dynamics - The labor force participation rate increased, contributing to the rise in the unemployment rate[14] - The unemployment rate for Black or African American individuals rose significantly, indicating structural issues in the labor market[14] - Average duration of unemployment decreased, suggesting some easing in re-employment pressures[16] Wage Trends - Average wage growth showed signs of slowing, with service sector wages dropping to approximately 3.4% year-on-year[20] - Wage growth in the goods-producing sector remained stable at around 4.0%[20] Monetary Policy Implications - Following the employment data release, the market slightly increased expectations for a rate cut in January, now at 26%[23] - The Federal Reserve is likely to consider a 25 basis point rate cut in March, contingent on further employment data[23]
美国10-11月非农数据点评:就业不温不火,降息条件未熟
Guoxin Securities· 2025-12-17 12:21
Employment Data Overview - In November, the U.S. added 64,000 non-farm jobs, exceeding the expected 50,000, while the unemployment rate rose to 4.6%, above the anticipated 4.4%[2] - October saw a decrease of 105,000 non-farm jobs, primarily due to a reduction of 157,000 jobs in the government sector[4] Sector Performance - The private sector added 52,000 jobs in October, while November saw a rebound with 69,000 jobs added, driven mainly by the education and healthcare sectors[4][6] - The service production sector contributed significantly, with 50,000 jobs added in November, while the goods-producing sector added 19,000 jobs[8] Unemployment Insights - The unemployment rate of 4.6% in November is the highest in nearly four years, indicating challenges in the labor market[14] - The labor force participation rate increased, contributing to upward pressure on the unemployment rate due to limited job absorption capacity[14] Wage Trends - Average wage growth has slowed, with service sector wages increasing by approximately 3.4% year-on-year, indicating a decrease in inflationary pressure from wages[20] - The goods-producing sector's wages remain relatively high at around 4.0% year-on-year, but show signs of stabilization[20] Monetary Policy Outlook - Following the employment data release, the market slightly raised expectations for a rate cut in January, with a 26% probability noted[23] - The Federal Reserve is expected to consider a 25 basis point rate cut in March, contingent on further employment data and inflation trends[23]
美国经济:就业小幅走弱
Zhao Yin Guo Ji· 2025-12-17 10:52
Employment Trends - In October, the U.S. added 105,000 non-farm jobs, a significant drop from September's 108,000, but rebounded to 64,000 in November, exceeding market expectations of 50,000[8] - The unemployment rate unexpectedly rose to 4.6% in November, the highest in nearly four years, up from 4.44% in September[8] - Initial claims for unemployment benefits and continuing claims showed slight improvement, indicating resilience in the job market[2] Economic Outlook - The U.S. economy is expected to see growth and unemployment rates stabilize by 2026, with inflation initially declining before rising again[2] - The Federal Reserve may consider a rate cut in June as a political gesture, with inflation potentially rebounding in the second half of the year[2] - The labor participation rate increased from 62.3% to 62.5%, with the broader U6 unemployment rate rising to 8.7%[8] Sector Performance - Job growth was primarily concentrated in construction, healthcare, and education services, while manufacturing jobs continued to decline for the seventh consecutive month[8] - Retail sales, excluding automobiles and gasoline, maintained rapid growth in October, indicating consumer resilience[2] - The service sector's PMI employment index and job postings on Indeed showed a slow recovery, suggesting ongoing demand for labor[2]