维持稳增长政策基调，首提避免前紧后松，超长期特别国债及早发行，专项债发行将提速；房地产领域首提“统筹研究消化存量房产和优化增量住房的政策措施”；三中全会重点研究进一步全面深化改革、推进中国式现代化问题

央行多次提示“长端利率不宜过度下行”后债市交易热度明显降温，10年期国债连续三日走弱。除了通过发声传递政策信号以外，央行还有别的操作跟进吗？本轮长债行情调整是否将持续？

2023年全国农民工总量为29753万人，同比增长0.6%。其中本地农民工近1.21亿人，外出农民工超1.76亿人，跨省流动占比不到四成；建筑业就业的农民工占比从上年的17.7%下降到15.4%，在所有行业中降幅最大

电动自行车存量达到3.5亿辆，每年还在以5000万的数量激增，大量老旧电池、劣质电池、改装电池安全风险极高。2022年全国接报电动自行车（电动助力车）火灾1.8万起，比2021上升23.4%；2023年接报2.1万起，同比上升17.4%

“五一”临近机票价下跌 高铁一票难求；宁德时代计划建设万座超充站

本轮库存周期从2023年三季度触底持续至今，底部超过以往的一个季度左右，同时工业产能利用率持续下降，反映信心和需求不足

• In 2024, China's central economic meetings highlighted challenges of overcapacity in certain industries. High-level visits and discussions with the U.S. and Germany focused on capacity issues, leading to new bilateral mechanisms for economic balance and growth discussions.
• Rapid export growth in sectors like electric vehicles and photovoltaics has drawn global attention to China's production capabilities, raising concerns about overcapacity despite a strong market demand projected for the future.
• Discussions around capacity utilization rates reveal varying standards across industries and countries, with no universal benchmark for ideal rates. China's industrial capacity utilization hit a low in early 2024, prompting debates on whether emerging industries can be judged by current supply-demand metrics alone.

• Li Jingjing, a resident of Beijing's Chunfeng community, practices resourcefulness by repurposing items like glass jars and crab shells into useful objects. However, she struggles with the accumulation of non-woven fabric bags from daily online grocery orders, which quickly piled up to over 200 in her home.
• The non-woven fabric bags became popular as an alternative to single-use plastic bags following China's stricter plastic pollution control measures starting in 2020. Despite being marketed as eco-friendly, these bags are essentially made of plastic and need to be reused at least 11 times to be more environmentally beneficial than traditional polyethylene bags.
• Hainan province took a pioneering step by including thin non-woven fabric bags under its plastic restriction policies in January 2023, addressing the issue that these bags often end up being used only once due to their poor durability and inability to hold moisture, thus contributing significantly to environmental waste.

【本文系数据通用户提前专享】塑料污染治理的本质是解决塑料制品废弃后无序泄漏进入环境所造成的一系列人体健康与生态环境污染问题，而通过大规模禁限一次性塑料袋解决泄漏的效率并不高

塑料污染治理的本质是解决塑料制品废弃后无序泄漏进入环境所造成的一系列人体健康与生态环境污染问题，而通过大规模禁限一次性塑料袋解决泄漏的效率并不高

【本文系数据通用户提前专享】新兴行业出现产能过剩了吗？原因何在？如何化解？

2023年7月底医疗反腐加码，国内医院设备招标采购活动推迟，迈瑞医疗当年三、四季度营收增速连续放缓

2024年4月29日—5月5日全球大事预报

天合光能2023年净利润同比增逾50%；绿色保险高质量发展文件发布；国际能源署：电池对实现气候和能源目标至关重要

截至2023年底，国内纯电动汽车保有量增至1552万辆，蕴藏的车网互动潜能受到行业重视

立案省部级16人，3月最集中，共有8人被查；处分省部级12人

能够消除未知不确定性，给公众以稳定预期的，只能是坦诚、透明揭露一切公众渴望得知的事实真相

价格战愈演愈烈，小米汽车称锁单量已超7万；消息面密集冲击市场，固态电池概念早间再度拉升；

• China's GDP in Q1 2024 exceeded expectations with a growth rate of 5.3%, slightly higher than the last quarter of 2023 and above the forecasted average of 4.9%. This growth was driven mainly by improvements in the industrial and service sectors, contributing over 90% to the GDP increase.
• Despite robust economic performance at the start of the year, concerns remain about slowing macroeconomic indicators in March, such as industrial production and retail sales, which were below market expectations. However, fixed asset investment showed significant improvement.
• Major financial institutions like Morgan Stanley, Goldman Sachs, and UBS have revised their forecasts for China's annual economic growth upwards due to stronger-than-expected export growth. The IMF is also considering revising its growth projections for China following these positive results.

光热发电兼具调峰和储能的双重作用，但当前国内光热发电整体规模较小，依然存在成本难题