人社工作一头连着发展，一头连着民生。 2026年是"十五五"开局之年，面对就业新形势，我省将实现新增城镇就业110万人以上。 减征失业、工伤保险费70.55亿元 就业是民生之本。河南是人口大省，稳就业总量压力较大。稳就业，河南如何"稳"？ 过去的一年，我省实施高校毕业生就业"432020"计划，创新实施"乡村振兴村级协理员""万名大学生助 企服务"专项计划等。针对1221万名省外务工人员，持续深化"1+6省际劳务协作联盟"，积极促进农村劳 动力转移就业，全力稳住高校毕业生等重点群体就业。 面对就业压力，需要更好发挥企业这一稳就业主体的作用。2025年，我省聚焦稳就业、稳经营主体，打 好政策"组合拳"，累计为经营主体减征失业、工伤保险费70.55亿元，发放失业保险稳岗返还资金13.3亿 元、稳岗扩岗专项贷款443.85亿元，用心用力做好助企惠民服务。 我省还将"提升就业服务保障能力"列居省重点民生实事首位，建立省市县零工市场84个，新（改）建零 工驿站、"家门口"就业服务站2977个，举办专场招聘活动6222场，精准拓展群众就业渠道。 全力缩短优秀青年人才成长周期 现代化的本质是人的现代化。技能提升关联经济转型 ...

Group 1 - The latest layoff data indicates fewer job cuts announced by U.S. companies in December, suggesting potential optimism in the labor market, but this may mask a disconnect between intentions and actual actions [1][2] - December is typically a quiet month for layoffs as companies often delay difficult decisions until January, making hiring plans potentially more reflective of optimism than reality [2] - Actual payroll data from ADP shows that while private employment increased, significant job losses remain, particularly in business services and IT, indicating ongoing challenges in sectors tied to corporate investment [3][4] Group 2 - The Institute for Supply Management reported improvements in service-sector employment while manufacturing jobs continued to decline, highlighting a stabilization in defensive sectors and ongoing cuts in cyclical industries [4] - White-collar workers, especially in tech and consulting, face a paradox of fewer layoffs but challenging job market conditions, as larger companies are hesitant to aggressively rehire in sectors that drive productivity and wage growth [5] - AI is contributing to job declines in the white-collar sector, with a reported loss of 47,000 jobs in the information sector as companies prioritize technology investment over traditional hiring [6] Group 3 - The overall labor market is slowing unevenly, with headline data potentially obscuring the true state of recovery, indicating that while the worst job losses may be over, significant recovery has not yet materialized in critical areas [7]

Key Takeaways "Jobs Week" Kicks Off with ADP in December: 41KJob Changers Now No Longer Make Notably More than Job StayersJOLTS for November Come Out After the Opening BellWednesday, January 7th, 2026Today’s pre-market trading is mixed/flat at this hour, directly following the first report for “Jobs Week”: December private-sector payrolls from Automated Data Processing (ADP) are out this morning, slightly below estimates but rebounding to a positive print. Private-sector payrolls hit +41K last month, -7K fr ...

Core Insights - The report highlights the rapid scaling and deepening integration of enterprise AI, with over 1 million business customers utilizing OpenAI's tools, indicating a significant shift towards AI as core infrastructure within organizations [6][10][90] - The findings suggest that organizations leveraging AI are experiencing measurable productivity gains, with users reporting time savings of 40-60 minutes per day and improvements in various operational outcomes [10][27][28] Group 1: Enterprise AI Usage and Integration - Enterprise AI usage is accelerating, with ChatGPT message volume growing 8x and API reasoning token consumption per organization increasing 320x year-over-year, reflecting deeper workflow integration [10][17] - Custom GPTs and Projects have seen a 19x increase in weekly users year-to-date, with 20% of all enterprise messages processed via these tools, indicating a trend towards tailored, multi-step task execution [20][21] - The average reasoning token consumption per organization has increased significantly, suggesting that more intelligent models are being integrated into products and services [22][23] Group 2: Productivity and Business Impact - Seventy-five percent of surveyed workers report improved speed or quality of output due to AI, with significant time savings reported across various functions, particularly in data science, engineering, and communications [27][28] - AI is enabling workers to perform tasks they previously could not, with 75% of users reporting the ability to complete new tasks, including programming and data analysis [29][34] - The report indicates that productivity gains are materializing across core enterprise functions, with notable improvements in IT issue resolution, marketing campaign execution, and HR engagement [28][30] Group 3: Global Growth and Industry Trends - Enterprise AI growth is global, with international adoption surging, particularly in Australia, Brazil, the Netherlands, and France, which are growing faster than the global average [46][48] - The technology sector leads in growth, expanding 11x year-over-year, while healthcare and manufacturing are also rapidly closing the gap [40][39] - The report notes that the median sector has grown more than 6x year-over-year, indicating broad-based adoption across industries [36][39] Group 4: Adoption Gaps and Future Opportunities - A widening gap is emerging between organizations that effectively leverage AI and those that do not, with frontier workers generating 6x more messages than median workers [10][50] - Firms that invest in AI infrastructure and operating models are seeing deeper integration and greater organizational capability, suggesting that there is significant headroom for firms to increase their AI maturity [62][89] - The report emphasizes that as enterprise AI matures, organizations will increasingly translate AI capabilities into market-facing products and services, driving revenue growth and competitive advantage [93]

Employment Data - The ADP monthly jobs report indicates a decline of -32K private-sector payrolls for November, falling short of expectations for +40K and the previous month's revised +47K [1] - This marks the fourth negative month for private-sector payroll growth in the last six, with a four-month trailing average now at -4K, the first negative reading since early 2020 during the Covid pandemic [2] Small Business Impact - The losses in private-sector jobs are primarily attributed to small businesses (fewer than 50 employees), which saw a significant drop of -120K jobs, marking a post-Covid low [2] - Small businesses have experienced six lower months out of the last seven, highlighting vulnerabilities in the current labor market [2] Job Loss Breakdown - Among small businesses, companies with fewer than 20 employees lost -46K jobs, while those with 20-49 employees accounted for -74K job losses [3] - The sectors most affected include Manufacturing, which lost -18K jobs, and Information Services, which saw a decline of -20K jobs [4] Wage Trends - Job Stayers experienced an average wage increase of +4.4%, while Job Changers saw a higher average increase of +6.3%, indicating a tightening labor market [5] Import and Export Prices - Import and Export Prices for September remained unchanged, with imports showing a year-over-year increase of +0.3% and exports up +3.8%, the highest in nearly three years [6][7] Market Reaction - Following the release of the ADP jobs data, pre-market futures initially showed gains but turned negative, indicating a potential reaction to the economic reports [8][9] Upcoming Economic Data - Further economic indicators, including Industrial Production and Capacity Utilization for September, as well as final S&P Services PMI and ISM Services results for November, are expected to be released [10]

Core Viewpoint - The article discusses four high dividend yield stocks, ranging from 7.9% to 20.6%, that are currently being overlooked by Wall Street analysts despite their potential for income generation [1][2]. Group 1: National Storage Affiliates Trust (NSA) - NSA is a self-storage REIT with a yield of 7.9%, operating 1,069 properties across 37 states and Puerto Rico, and is considered recession-resistant [3][4]. - The stock has experienced a 20% decline in 2025, attributed to lower earnings and occupancy rates, although similar trends are seen in competitors, indicating broader industry challenges [4][5]. - NSA's payout coverage is tightening, with expected earnings of $2.20 per share against a dividend payout of $2.28, leading to concerns about sustainability [5]. Group 2: Alexanders (ALX) - ALX, yielding 8.5%, is a concentrated landlord with significant reliance on a single tenant, Bloomberg, which accounts for 60% of its revenue [6][7]. - The company is facing financial difficulties, including a loan restructuring discussion after failing to repay a $300 million loan [7]. - Despite these issues, ALX has delivered double-digit total returns in 2025, outperforming the broader real estate sector [8]. Group 3: Robert Half (RHI) - RHI has a yield of 9.0% and operates in talent solutions and consulting, but its stock has plummeted 80% since its peak in 2022, leading to more Sell and Hold ratings than Buys [10][11]. - The company is facing challenges from AI's impact on job placements, although its CEO argues that the effects are overstated for experienced roles [14][15]. - RHI's dividend payout is projected to exceed earnings significantly, with expected profits dropping by 45% this year [15]. Group 4: Cricut (CRCT) - Cricut boasts a high yield of 20.6% and operates as a creativity platform, but its profitability is declining despite recent dividend commitments [17][18]. - The company has seen a significant drop in stock price, leading to a yield increase, yet analysts are pessimistic about its future growth prospects [19][20]. - Revenue projections indicate potential stagnation or decline, particularly if economic conditions affect holiday sales, which are crucial for the company [21].

Employment Trends - U S private sector新增就业岗位 42,000 个，超出预期 [1]

Core Insights - The US job market is experiencing a "Great Freeze," characterized by low layoffs and low hiring, which has persisted for over a year [1][3][7] - Companies are hesitant to lay off employees due to solid growth and consumer spending, while also being reluctant to hire new talent amid economic uncertainties [2][5][6] Group 1: Job Market Conditions - The current labor market is marked by a significant drop in job openings and hires, indicating a stagnation in employment opportunities [1][3] - The term "Great Freeze" reflects the dual situation of low layoffs and low hiring, which may hinder career advancement for workers [3][7] Group 2: Economic Factors Influencing Hiring - Economic uncertainties, including tariffs and supply issues, are causing companies to retain existing talent rather than expand their workforce [2][6] - The slowdown in labor force growth is attributed to fewer workers entering the US, contributing to the overall hiring slowdown [6] Group 3: Expert Opinions - Economists suggest that the lack of large-scale layoffs is due to positive earnings and the absence of a clear catalyst for companies to reassess their workforce [5] - The outlook for the job market remains bleak, with no immediate signs of improvement as the year progresses [4]

Economic Overview - Liaoning Province's GDP for the first three quarters reached 24,283.9 billion yuan, with a year-on-year growth of 4.3% [1] - The primary industry added value was 1,611.5 billion yuan (4.3% growth), the secondary industry 8,367.7 billion yuan (2.1% growth), and the tertiary industry 14,304.7 billion yuan (5.4% growth) [1] - Social retail sales totaled 7,866.0 billion yuan, growing by 4.1%, while fixed asset investment declined by 9.1% [1] Comparison with Yunnan - Yunnan Province's GDP for the same period was 23,518.47 billion yuan, also growing at 4.3%, but both provinces lagged behind the national average by 0.9 percentage points [1] - The economic gap between Liaoning and Yunnan has widened, with Liaoning's GDP adjusted to 32,612.7 billion yuan and Yunnan's to 31,534.1 billion yuan for 2024, a difference of over 1,000 billion yuan [2] Industrial Performance - Liaoning's industrial added value for large-scale industries grew by 2.2%, a decline from 3.5% in the first half of the year [2] - In the automotive sector, added value decreased by 5.4%, with total vehicle production down by 10.1%, while new energy vehicle production increased by 22.2% [2] - 24 out of 40 industrial categories in Liaoning saw year-on-year growth, indicating a growth rate of 60.0% [2] Strategic Initiatives - New energy vehicles have been identified as one of the ten strategic emerging industry clusters in Liaoning [3] - The establishment of the Shenyang Automotive Industry Investment Fund aims to focus on electrification, intelligence, and low-carbon directions within the automotive industry [3] Economic Goals - Liaoning's targets for the year include a GDP growth of over 5% and an industrial added value growth of over 4.5% [3] - Yunnan's goals are similar, aiming for a GDP growth of around 5% and a 7% increase in industrial investment [3]

Summary of DHI Group (NYSE:DHX) Conference Call - October 20, 2025 Company Overview - **Company**: DHI Group, Inc. - **Industry**: Technology recruitment and job marketplace, specifically focused on tech professionals and security clearance jobs Key Points and Arguments 1. **Revenue Model**: Approximately 92% of DHI's revenue is derived from subscription contracts lasting one year or more, indicating a strong recurring revenue model [2][18] 2. **Financial Performance**: - Revenue for the previous year was $142 million with bookings of $141 million, both showing a 6% compound annual growth rate (CAGR) over five years [2][19] - Adjusted EBITDA was $35 million, resulting in a 25% adjusted EBITDA margin, with a target of 26% for 2025 [3][20] - Operating cash flow was $21 million, with capital expenditures (CapEx) of $14 million, primarily for software development [3][22] 3. **Market Position**: - DHI's Dice platform competes with LinkedIn, while ClearanceJobs has no direct competitors due to its focus on candidates with security clearances [4][5] - The tech workforce in the U.S. has grown approximately 3% annually over the last 25 years, with a projected growth of 18% from 2024 to 2034, which is double the overall workforce growth rate [10][11] 4. **Client Base**: - DHI serves approximately 4,400 clients on Dice and 1,900 clients on ClearanceJobs, with a significant target addressable market remaining [14][15][16] - Notable clients include Montefiore Healthcare System and General Motors, with Montefiore doubling its spend over ten years [13][25] 5. **Hiring Trends**: - The elevated interest rate environment has reduced hiring demand across all sectors, including technology [9][30] - However, there is a notable increase in demand for AI-related skills, with 50% of Dice job postings now requiring AI skills, up from 10% a year prior [31][32] 6. **Investment in Technology**: DHI has acquired an applicant tracking system (ATS) for $2 million to enhance its service offerings, which has already doubled its customer base within three months [34][35] Additional Important Insights - **Share Buyback Program**: DHI initiated a share buyback program in January 2024, having previously suspended it in 2023, and ended 2024 with a debt leverage ratio of less than 1x EBITDA [4][23] - **Cash Flow and Liquidity**: DHI targets a free cash flow of 10% of revenue annually, with a current debt of $32 million and approximately $2 million in cash on hand [22][23] - **Market Dynamics**: The company emphasizes the importance of skills over job titles in its recruitment process, utilizing a patented taxonomy of over 100,000 technology skills [12] This summary encapsulates the essential aspects of DHI Group's conference call, highlighting its business model, financial performance, market position, and strategic initiatives.