转自：新华财经 【重点关注】 •外交部回应美国对与伊朗有商业往来的国家加征25%关税：中方将坚定维护自身正当合法权益 •商务部：对原产于美国和韩国的进口太阳能级多晶硅继续征收反倾销税 •五部门出手规范网络招聘秩序 •天津新房价格管控收紧 楼盘价格"过低"或限制网签 【国内要闻】 •美国总统特朗普1月12日在社交媒体发文称，任何与伊朗有商业往来的国家在与美国进行任何商业往来时将被加征25%的关税。外交部发言人毛宁13日在例 行记者会上回答相关提问时表示，中方在关税问题上的立场非常明确，关税战没有赢家。中方将坚定维护自身正当合法权益。 •商务部公告，自2026年1月14日起，对原产于美国和韩国的进口太阳能级多晶硅继续征收反倾销税，实施期限为5年。 •人力资源社会保障部等五部门近日联合印发关于规范网络平台招聘类信息发布的通知，进一步规范网络招聘秩序。通知明确，网络平台要规范招聘信息格 式标准，发布招聘信息应真实、合法，严禁以招聘信息为名非法引流。要强化对招聘服务类账号网络行为的规范，加强招聘信息发布动态监测，及时发现处 置违法违规行为。 •工信部印发《推动工业互联网平台高质量发展行动方案（2026—2028年）》， ...

2026年元旦假期，旅游市场迎来强劲开局，在消费结构、目的地选择与玩法体验上展现出深刻变化，为 2026年全年文旅消费的高质量发展奠定了基调。 A04·公司纵横 体验升级、目的地多元与南北交融成新常态 ...

Core Viewpoint - The primary issue facing the Chinese economy and enterprises is how to reduce "involution," which is characterized as ineffective competition leading to a zero-sum or negative-sum game, particularly due to resource bottlenecks [3][4]. Economic Context - The current macroeconomic challenge in China is that many industries are experiencing demand growth that lags behind supply growth, resulting in price declines and increased difficulties for enterprises [3][4]. Industry Example: Tourism - The tourism industry exemplifies this issue, where domestic tourism numbers are increasing moderately, but supply growth (e.g., hotels, attractions) is outpacing demand, leading to price declines of over 10% despite a 5% increase in sales volume [4]. Solutions to Increase Demand - **Expand External Demand**: There is significant potential in service trade, particularly inbound tourism, which has seen rapid growth due to relaxed visa policies. If inbound tourism could reach 1%-2% of GDP, it could represent a substantial economic boost [4][5]. - **Increase Consumer Spending Power**: Proposing direct financial support to consumers through fiscal deficits, amounting to 2%-3% of GDP, to stimulate consumption and address deflationary pressures [5][6]. - **Address Declining Birth Rates**: The significant drop in birth rates poses a long-term risk to economic innovation and growth. Supporting young people financially could alleviate their burdens and encourage higher birth rates [7][8]. - **Provide More Leisure Time**: Reducing overall working hours and increasing vacation time could help balance work and personal life, fostering a healthier consumer environment [9]. - **Educational Reform**: To combat educational involution, reducing unnecessary competitive pressures in the education system is essential. This includes reconsidering the necessity of multiple rounds of academic screening [10][11]. Summary of Recommendations - The overarching strategy to reduce involution in Chinese society can be summarized as "four increases and one decrease": increase foreign visitors, increase financial support, increase birth rates, increase leisure time, and decrease examinations [12].

12月2日，省政府新闻办举行新闻发布会，介绍贵州省"十四五"时期国资国企改革发展成就。 一是经营质效持续向上向好。"十四五"以来，贵州始终坚持高质量发展，全力以赴稳生产、稳经营、稳市场，经济运行持续保 持稳中向好态势。全省国有企业（不含省级金融企业）资产总额从2020年的8.56万亿元增长到2024年的11.23万亿元，营业收入 从5694亿元增长到7835亿元，利润总额从841亿元增加到1150亿元，年均增速分别达7%、8.3%、8.1%。其中，省国资委监管企 业资产总额从1.54万亿元增长到2.25万亿元，营业收入从3740亿元增长到4942亿元，利润总额从820亿元增加到1343亿元，年均 增速分别达9.9%、7.2%、13.1%。 二是产业布局持续优化改善。"十四五"以来，贵州聚焦主责主业大力发展实体经济，助力建设现代化产业体系，持续推动国有 资本布局优化和结构调整，服务全省重大战略实施和重大产业布局的能力持续增强。完成能源集团、民航集团、建投集团、贵 旅集团的战略性重组，完成铝业集团、西能集团、大数据集团、物流集团、习酒集团的专业化整合，新组建农发集团、纺织集 团、外经贸集团、产发公司，一批主责主业 ...

Group 1: Duty-Free Shopping in Hainan - The duty-free shopping experience in Hainan has become increasingly popular among young consumers, allowing them to enjoy low-priced goods without traveling abroad [1] - The duty-free industry is emerging as a significant highlight of Hainan's economy, driven by various promotional activities and favorable policies [1] - By the end of 2025, Hainan will implement a full island closure, marking a crucial step in establishing a free trade port, which is expected to enhance trade and investment policies across a broader scope [1] Group 2: Hainan's Economic Development - Hainan's development has far-reaching implications not only for China but also for other Asian countries and the global economy [3] - The dialogue between Hainan's provincial secretary Feng Fei and Singapore's Prime Minister Lee Hsien Loong highlights the close cooperation between Hainan and Singapore, particularly in tourism and maritime industries [5] - Feng Fei's leadership and background in engineering and management are seen as instrumental in driving Hainan's rapid development and attracting necessary technologies and projects [5][6] Group 3: Leadership and Future Prospects - Feng Fei's educational background, including his studies at prestigious institutions like Tianjin University and Tsinghua University, has equipped him with the skills necessary for effective governance [6][7] - Since joining the government, Feng Fei has rapidly advanced through the ranks, demonstrating strong academic and professional capabilities [7] - As the new provincial secretary of Hainan, Feng Fei is tasked with promoting rapid development in key industries and accelerating state-owned enterprise reforms, positioning Hainan as a vibrant economic region in the future [8]

Group 1: CPI Analysis - In September, CPI increased by 0.1% month-on-month, with a year-on-year decline narrowing from 0.4% to 0.3%[1] - Food prices rose by 0.7% month-on-month, while year-on-year they decreased by 4.4%, contributing approximately 0.83 percentage points to the CPI decline[1] - Core CPI remained flat month-on-month and increased by 1.0% year-on-year, marking the fifth consecutive month of growth[1] Group 2: PPI Analysis - In September, PPI remained flat month-on-month and the year-on-year decline narrowed to -2.3% from -2.9%[2] - Production demand improved, supporting price increases in some energy and raw material sectors[2] - The coal processing price rose by 3.8% month-on-month, while the prices for coal mining and washing increased by 2.5%[2] Group 3: Market Outlook - The improvement in CPI may continue into October due to tailwind factors, with a focus on the progress of pig production capacity reduction[2] - The real estate market remains weak, with property sales area and sales value down 4.7% and 7.3% year-on-year, respectively[2] - M1 growth has been rising, which is expected to support PPI improvement, although the overall PPI is unlikely to turn positive this year[2]

Core Points - The "Pioneer Action" in Hainan aims to enhance the political and organizational functions of grassroots party organizations, encouraging members to take the lead in the construction of the Hainan Free Trade Port [2][3] - The initiative focuses on practical benefits for the community, ensuring that the public can feel the positive impacts of the actions taken [2][3] Group 1: Implementation and Impact - The Hainan Free Trade Port Pioneer Action has been integrated into various sectors, including rural, urban, and financial industries, promoting a transformation in work style and improving public welfare [3][4] - The action has led to the establishment of "Party Member Pioneer Posts" in service centers, enhancing service efficiency and addressing non-standard enterprise needs through specialized teams [2][4] - The Haikou National High-tech Zone reported a manufacturing investment of 1.82 billion yuan from January to July, accounting for 82.9% of the city's total, showcasing the synergy between party building and industrial development [2][4] Group 2: Organizational Development - The initiative includes five major projects aimed at political guidance, organizational optimization, team quality enhancement, pioneering contributions, and integrity construction [3][4] - The program has successfully attracted 105 enterprises to the Hainan Coastal International Financial Center, with projected total revenue of 8 billion yuan and tax contributions of 200 million yuan for 2024 [4] - The Dragon Bridge Town's party committee has mobilized 39 party members to provide on-site services for projects, contributing to the rapid development of the animation industry park, which has generated over 300 million yuan in revenue [4]

Core Insights - The 19th UN Tourism/ PATA Tourism Trends and Outlook Conference will be held from September 18 to 20 in Guilin, focusing on resilience, sustainability, and smart tourism development [1][5] - The conference aims to gather global industry elites to discuss the future of tourism, featuring expert meetings, plenary sessions, and immersive activities showcasing Guilin's tourism charm [1][5] Group 1: Conference Highlights - The opening ceremony will feature speeches from UNWTO Executive Director Liu Shijun, PATA Chairman Shimingde, and leaders from Guangxi and Guilin [3] - Keynote speeches will include insights from European tourism giant TUI on the Asia-Pacific inbound market dynamics and Alibaba's Fliggy on digital tourism practices [3] - Core panel discussions will focus on "Smart Destination Development" and "Measuring Tourism Economic Impact," with representatives from Spain, Saudi Arabia, and South Korea exploring sustainable development paths [3][8] Group 2: Local and International Perspectives - The conference will provide a platform for discussing new governance and policies in tourism, with speakers from Slovenia, Indonesia, and Brazil [8] - PATA will explore the resilience of the Asia-Pacific tourism industry, featuring insights from notable tourism tech companies and case studies from South Asia [8] - The event will also emphasize tourism talent development, led by Hong Kong Polytechnic University, promoting collaboration between education, research, and industry [8]

Group 1 - The core point of the article is that Xiyu Tourism has completed its share buyback plan, with Xinjiang Cultural Tourism Investment increasing its stake by approximately 2.09 million shares, representing 1.35% of the total share capital [1] - As of the announcement date, the company's market capitalization stands at 7.5 billion yuan [1] - For the year 2024, the revenue composition of Xiyu Tourism is projected to be 97.07% from the tourism industry and 2.93% from the tourism dining service sector [1]

Core Insights - The "2025 Global Travel Merchants Conference and Yichang Cultural Tourism Development Conference" was held in Yichang, Hubei, attracting representatives from 41 countries and regions to explore cooperation paths in the international cultural tourism sector [1] Group 1: Event Overview - The conference was organized by the Hubei Provincial Department of Culture and Tourism and the Yichang Municipal People's Government, themed "Know Hubei, Beautiful Yangtze" [1] - Activities included establishing a precise matching platform for domestic and international travel merchants and organizing special route inspections to strengthen cooperation with global travel merchants [1] Group 2: Strategic Initiatives - Hubei aims to develop 1,000 global partners in 100 cities over the next three years, creating a global and multi-dimensional cultural tourism promotion network [1] - The International Tourism Organization's President expressed expectations for Hubei to develop unique tourism routes, such as the Wudang Tai Chi experience tour, to deepen emotional connections with overseas tourists [1]