本文字数：1710，阅读时长大约3分钟 作者 | 第一财经 秦新安 "防止形成规模性返乡滞乡"——近日，农业农村部一则会议新闻中的这一表述，引发社会广泛关注。 部分自媒体将其曲解为"不准进城务工人员返乡"，制造了无端的焦虑。 事实上，这一表述源于"全国乡村工匠培育暨脱贫人口务工就业'两稳一防'（稳定脱贫人口务工规模、 稳定脱贫人口务工收入，防止因失业导致规模性返贫）工作会议"，会议主要精神的完整表述是："要 继续实施好返乡回流脱贫人口促就业专项行动，防止形成规模性返乡滞乡。"可见会议针对的只是脱 贫人口，而非所有农民工，并且施政目的是"促就业"而不是"阻流动"。 既然是"防止"，说明脱贫人口"规模性返乡滞乡"现象尚未发生。但有关部门提出这一要求，应该是关 注到了发生这种现象的苗头或隐患。这种前瞻意识和能力值得肯定。不管该现象是否会发生，把准备 工作做在前面，总比临时抱佛脚好。 2025.11. 30 一是加强对农民工的职业技能培训，帮助他们掌握新技术、新工种所需的能力，提高在新兴产业中的 求职竞争力。 2025年以来，重庆和山东两地开展劳务协作，其中巫溪县立足本地十大特色产业，联 合泰安企业和培训机构，开展订 ...

"规模性返乡滞乡"看似是挑战，实则蕴含着推动城乡融合发展、促进乡村振兴的契机。 当前，农民工就业确实存在压力。一方面，宏观经济波动和城镇化速度放缓，导致部分行业收缩，就业 岗位减少。这在农民工就业集中的建筑、装修、城市基建等行业尤为显著。另一方面，随着农业机械化 率和集约化程度提高，农村富余劳动力持续增加，数量庞大。与此同时，高校毕业生数量也处在高峰， 加上工业自动化技术释放出新的劳动力，求职需求水涨船高，这些因素也对农民工就业形成挤压。 不难发现，城镇化进程放缓、农业现代化加快、工业自动化技术进步等，都属于长期趋势，它们将不可 避免地吞噬传统就业岗位。但同时可以看到，新兴行业如数字经济、绿色能源等的崛起，乃至人们生活 方式、需求的变化，又为劳动力消纳提供了新的机会。理解了这一趋势，也就为应对潜在的"规模性返 乡滞乡"问题，找到了解题路径。 结合各地实践经验，笔者认为，至少可以采取三方面对策： 一是加强对农民工的职业技能培训，帮助他们掌握新技术、新工种所需的能力，提高在新兴产业中的求 职竞争力。2025年以来，重庆和山东两地开展劳务协作，其中巫溪县立足本地十大特色产业，联合泰安 企业和培训机构，开展订单、定岗 ...

证券代码：002062 证券简称：宏润建设 宏润建设集团股份有限公司投资者关系活动记录表 编号：2025-06 | 投资者关系 | ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 | 国泰基金经理—谢泓材、浙商证券首席分析师—刘巍、南土资 | | 及人员姓名 | 产—吴刚、招商基金—王晗、国海基金—龚泓月、广发基金— | | | 张毅、东财研究所—王翩翩、泰康资产—李金桃、友邦人寿— | | | 杨佳、通乾投资—朱灵 | | 时间 | 2025-11-18 | | 地点 | 宏润大厦现场会议； | | | 东方财富证券 2026 年度策略会 | | 上市公司接待 | 科技业务总监毛正；董事会秘书薛锋 | | 人员姓名 | | | | 1、公司感觉城市基建市场近况如何？ | | | 公司城市基建业务主要聚焦长三角优势区域，下半年以来， | | | 上述区域的项目释放和落地情况有所改善。特别是三季度，公 | | | 司新承接业务量有所上升。 ...

Group 1 - The company held a meeting on October 14, 2025, with six institutions including Northeast Securities and Western Securities to discuss various business conditions [1] - The urban infrastructure business is primarily concentrated in the Yangtze River Delta region, with improved project release and landing since Q3 2025, leading to an increase in new business volume [2] - The real estate business contributes less than 5% to total revenue as of the first half of 2025, with ongoing efforts to accelerate inventory clearance through promotional strategies [2] Group 2 - The company has established a joint venture, Ningbo Xingji Power Technology Co., Ltd., with Shanghai Matrix Super Intelligence, focusing on humanoid robots and targeting the civilian market [3] - The company's financial stability and production capabilities support the joint venture, which is expected to launch a new generation of products by the end of this year or early next year [3] - The company's new energy business has turned a profit of 52 million yuan in the first half of 2025, benefiting from stable component prices and strong partnerships with state-owned enterprises [3] Group 3 - The company is collaborating with Jingzhi Technology, leveraging its expertise in quadruped robot technology for applications in inspection and security [4] - The partnership aims to develop specific engineering solutions through joint research and development efforts [4]

Group 1: Urban Infrastructure and Business Operations - The company's urban infrastructure business focuses on the advantageous regions of the Yangtze River Delta, with project payment collection remaining relatively stable. Since Q3 of this year, the release and implementation of projects in these areas have improved, leading to an increase in new business volume [2]. - The real estate business's overall revenue contribution is very low, with less than 5% of revenue coming from real estate operations in the first half of 2025. The business is in a continuous phase of inventory reduction, with some projects developing promotional plans to accelerate sales and recover funds [2]. Group 2: Strategic Partnerships and Collaborations - The company has reached a strategic cooperation agreement with Shanghai Matrix Superintelligence Systems Co., Ltd. The joint venture, Ningbo Star Power Technology Co., Ltd., has been established in Ningbo Qianwan New Area, focusing on humanoid robot development, manufacturing, and sales [2][3]. - The founding team of Matrix Superintelligence has a strong technical background from major global tech companies, with new product releases expected by the end of this year or early next year. The financial stability and industrial base of the company support efficient resource utilization and expansion of application scenarios and sales channels [3]. Group 3: New Energy Business Performance - The company's new energy business has turned from annual losses to a profit of 52 million yuan in the first half of 2025, benefiting from the profit contribution of photovoltaic EPC and stable component price fluctuations. The company plans to continue exploring other areas of the new energy business based on good relationships with state-owned enterprises [3]. Group 4: Technological Collaborations - The company has invested in Mirror Technology, whose R&D team has significant advantages in quadruped robot technology, particularly in mechanical structure. The products have been validated in inspection and security applications, and the company is collaborating with Mirror Technology for specific engineering field scenarios [3].

Group 1: Business Overview - The company's main business focuses on urban infrastructure in the Yangtze River Delta region, maintaining stable revenue through consistent order acquisition and prioritizing cash flow stability over high profit margins [2] - The real estate sector is undergoing a phase of inventory reduction, with net profit in the first half of 2024 declining compared to the full year of 2023 due to land value-added tax settlements [2] Group 2: New Energy Business - The new energy sector has turned a net profit of 52 million yuan in the first half of 2025, recovering from losses in previous years, driven by stable component prices and contributions from photovoltaic EPC projects [2] - The expected annual component production is between 2-2.5 GW, with a focus on ODM, while cash flow is projected to balance with ongoing projects [2] Group 3: Investment Strategies - The company adopts a cautious investment approach, typically holding a 35% stake in projects alongside state-owned enterprises, ensuring that self-funded investments do not exceed 10% of total project costs [3] - The Qinghai 80MW photovoltaic power station and the Hangzhou-Shaoxing-Taizhou high-speed rail project are expected to enhance the company's stable profit generation [4] Group 4: Strategic Planning - The company's development strategy integrates "Construction + New Energy + Technology," with a focus on robotics as a new productive force, leveraging its experience in joint R&D and engineering applications [4] - A successful capital increase of 500 million yuan was executed to optimize asset structure and enhance financing pathways, capitalizing on favorable financing policies for real estate companies [4] Group 5: Long-term Investments - Long-term equity investments primarily include PPP projects, such as the Ningbo Zhongxing Bridge, where the company holds a 70% stake, with stable returns expected as the project enters the government buyback phase [5]