Group 1 - The Chinese government has announced a tax exemption policy for state-owned equity and cash income transferred to social security funds, effective retroactively from April 1, 2024, which includes exemptions from VAT, corporate income tax, and stamp duty [2] - The People's Bank of China reported a net injection of 300 billion yuan through medium-term lending facilities (MLF) in August, while 160.8 billion yuan was withdrawn through pledged supplementary lending (PSL) [6] - The Ministry of Industry and Information Technology reported that China's software business revenue reached 83,246 billion yuan in the first seven months of 2025, a year-on-year increase of 12.3% [7] Group 2 - The Social Security Fund held 77 stocks from the Sci-Tech Innovation Board as of the end of Q2 2025, with a total holding of 337 million shares valued at 15.37 billion yuan, indicating a focus on sectors like biomedicine and electronics [9] - In August, the wholesale sales of new energy passenger vehicles in China reached 1.3 million units, a year-on-year increase of 24% and a month-on-month increase of 10% [10] - The China-Shanghai Cooperation Organization Higher Education Cooperation Center was established to promote talent development and educational collaboration among member states [11] Group 3 - The U.S. stock market experienced a decline on the first trading day of September, with the Dow Jones Industrial Average falling by 249.07 points, or 0.55% [22] - Over 70% of companies listed on the ChiNext reported profits, with significant revenue and net profit growth leading the A-share market [23] - Institutional investors sold 21 stocks on September 2, with notable net purchases in Liou Co., Ltd. and significant net sales in companies like BeiGene and Jingwang Electronics [24][26]
事关养老金，万亿级国资充实社保免征3项税收；中国对俄罗斯试行免签，俄罗斯入境游客量有望大幅提升
第一财经·2025-09-03 00:55