10月5日，海口市防灾减灾救灾消防和安全生产委员会发布公告，今年第21号台风"麦德姆"已于5日下午 在广东省徐闻县沿海登陆， 根据气象部门预测，强度将逐渐减弱，6日起对海口市影响趋于结束。经综 合研判，于5日22时将防汛防风Ⅱ级应急响应调整为Ⅲ级，并在全市梯次复业复工复园复课（培训机 构）。公告称，10月5日22时起，各类大型商场、综合体、农贸市场、餐饮场所、商业步行街及外卖、 快递等企业有序恢复营业。10月6日8时起，在建项目、工厂企业、景区景点、公园、培训机构等在排除 隐患、确保安全的前提下恢复生产运营。 （文章来源：第一财经） ...

Core Insights - Approximately 75% of manufacturing and service companies have partially passed on tariff costs to consumers [1] - One-third of manufacturing firms and about 45% of service companies have fully transferred all tariff increases [1]

Investment Rating - The report does not explicitly provide an investment rating for the industry analyzed. Core Insights - The study estimates the scale of labor market scarring effects in developing countries, particularly focusing on the stigma and human capital loss experienced by unemployed workers due to factory closures. The findings indicate a significant and lasting income reduction, with average hourly wages declining by 7.5% over a nine-year observation period, and a more pronounced decline of 10.8% in the first year following job loss. The analysis reveals that stigma accounts for 30.8% of the average income loss, while lost employer-specific human capital explains the remaining 69.2% [4][59][60]. Summary by Sections Introduction - The introduction discusses the reallocation of labor and the potential for scarring effects in labor markets, particularly in developing countries where informal employment is prevalent. The paper aims to fill the gap in literature regarding labor market scarring effects in these economies [8]. Literature Review - The literature review highlights the scarcity of empirical evidence on labor market scarring effects in developing countries, contrasting with the extensive research available for developed economies. It references various studies that have examined the impact of unemployment on wages and employment probabilities in different contexts [15][18]. Data - The study utilizes data from the National Employment and Unemployment Survey (ENOE) in Mexico, covering a representative sample of approximately 1.67 million workers from 2005 to 2019. The analysis focuses on individuals aged 15 to 65 and examines the effects of job loss due to factory closures [20][22]. Econometric Methods - The econometric strategy involves estimating the average impact of unemployment on labor market outcomes, distinguishing between temporary and permanent effects. The study employs a difference-in-differences (DID) approach to control for unobserved individual characteristics [26][29]. Results - The results indicate that workers displaced by factory closures experience significant and persistent wage declines, with an average reduction of 7.5%. The analysis shows that the probability of formal employment decreases in the short term but recovers over time. The findings also reveal differences in the impact of factory closures based on education levels and gender [39][41][43]. Conclusion - The conclusion summarizes the contributions of the study, emphasizing the importance of understanding labor market scarring effects in developing countries and the relative contributions of stigma and human capital loss to income reductions. The report suggests avenues for future research to further explore these dynamics [58][60].