关注、加星，第一时间接收推送！ 文 | 赵伟、屠强 联系人| 屠强、耿佩璇 摘要 【下游需求】新房成交大幅下滑，集运价格有所回升。 本周，全国新房日均成交面积大幅回落，同 比-28.2pct至-27.8%；其中，一线成交降幅较大。货运流量有所走弱，与内需相关的铁路货运量同 比-2.4pct至-0.1%，与出口相关的港口货物吞吐量、集装箱吞吐量同比分别-4pct至0.8%、-10.9pct至0.1%。 此外，CCFI综合指数有较大回升，环比+3.3%。其中，美西航线运价涨幅较大，环比9.6%。 【 物 价 】 农 产 品 价 格 分 化 ， 工 业 品 价 格 回 落 。 本 周 ， 农 产 品 方 面 ， 猪 肉 、 鸡 蛋 价 格 环 比 分 别-0.3%、-0.9%，而蔬菜、水果价格环比分别1.1%、1.1%。工业品方面，南华工业品价格指数环 比-0.2%。其中，能化价格指数环比-0.4%，金属价格指数环比-0.1%。 风险提示 经济转型面临短期约束，政策落地效果不及预期，居民收入增长不及预期。 报告正文 4. 生产高频跟踪：工业生产保持平稳，基建开工弱势运行 上游生产中，高炉开工率保持韧性，表观消费有较 ...

6月11日，胖东来创始人于东来在个人抖音账号宣布："2025年胖东来净利润估计15亿元左右，8000多名 员工税后平均月收入可达9000元，管理层和技术人员平均每人分配70万元左右。"于东来同时表示，未 来胖东来的工作时间每周不会超过三十六个小时，年休假不会低于四十天。据胖东来官网数据显示，截 至2025年6月9日，胖东来集团合计销售额已超过106亿元。(21世纪经济报道) ...

俄罗斯财政部6月10日表示，2025年1月至5月，俄联邦财政预算收入中的石油和天然气收入约为4.24万 亿卢布（1美元约合80卢布），与去年同期相比减少14.4%。 俄财政部表示，由于价格疲软，油气收入存在下降风险。根据最新的社会经济发展预测参数，预计到 2025年底，油气收入损失将达到4470亿卢布。（新华社） ...

央广网北京6月11日消息（记者周尧）据中央广播电视总台中国之声《新闻和报纸摘要》报道， 《关于进一步保障和改善民生 着力解决群众急难愁盼的意见》（以下简称《意见》）近日印发。国务 院新闻办公室10日举行新闻发布会，相关负责人介绍，《意见》针对民生堵点卡点痛点问题，提出明确 目标和务实举措，力争让广大人民群众有实实在在的获得感。 国家卫生健康委规划发展与信息化司司长庄宁介绍，将在加快推进普惠托育服务体系建设、大力发 展托幼一体服务、切实提高托育服务质量方面，多渠道增加普惠托育服务供给。 庄宁：构建以托育综合服务中心为枢纽，以托育机构、社区嵌入式托育、幼儿园托班、用人单位办 托、家庭托育点为网络的"1+N"托育服务体系。支持有条件的幼儿园开设托班，推进托育服务规范化、 专业化发展。 教育是老百姓关心的头等大事之一，《意见》也提出，将更多中小学校纳入优质学校集团化办学或 托管帮扶范围，用5年左右时间，逐步实现义务教育学校标准化建设全覆盖。 《意见》将"有效扩大社会保障覆盖面"作为进一步保障和改善民生的举措。人力资源社会保障部社 会保险事业管理中心主任翟燕立表示，将持续完善各类人群参保政策、提高政策实施精准度、提升经 ...

美国教育部长表示，将学生资助与预期的未来收入挂钩是明智的；预计不会有更多的部门被削减。 ...

Ingersoll Rand (IR) 2025 Conference June 10, 2025 09:00 AM ET Speaker0 Alright. Good morning, everyone. I'm Joe O'Dea. I'm on the multi industry team at Wells Fargo, and we are excited to kick off the industrials conference with Ingersoll Rand and Vic Kinney, CFO, and Matthew Fort, who runs IR and FP and A at Ingersoll. Thank you so much for being with us this morning. Thanks for having us. So let's kick it off. Common kind of theme. We'll just talk sort of demand trends when we think about kind of how thin ...

Core Viewpoint - Xi'an Blite Technology Co., Ltd. received an inquiry letter from the Shanghai Stock Exchange regarding its 2024 annual report, prompting the company to provide detailed responses about its customer relationships, sales practices, and revenue recognition policies [1][2]. Group 1: Financial Performance - The company achieved operating revenue of 1.323 billion yuan in the reporting period, representing a year-on-year increase of 15.02% [2]. - Revenue is primarily derived from direct sales, with the aerospace sector being the main source of income [2]. Group 2: Customer Analysis - The company was asked to explain the background, cooperation history, industry fields, sales content, sales amounts, and changes in its top ten customers [3][4]. - The top four customers are state-owned enterprises in the aerospace sector, accounting for 86.84% of the total accounts receivable from the top ten customers [10]. Group 3: Sales and Revenue Recognition - The company confirmed that all sold equipment, except for those sold under EXW terms to overseas customers, has been installed and is operational [17]. - The revenue recognition policy was updated to include scenarios where revenue can be recognized upon receiving customer acceptance reports, even if the products are not immediately shipped [18][19]. Group 4: Market Position and Comparison - The company’s revenue growth over the past three years aligns with the performance of its listed peers in the aerospace sector, indicating no anomalies in its growth trajectory [15][14]. - The company continues to expand its applications in the aerospace field, which has contributed to its sustained revenue growth [14].

Group 1 - The Japanese government is considering abolishing a 70-year-old tax exemption for foreign tourists to increase fiscal revenue without raising domestic taxes [1][2] - The current tax exemption allows foreign tourists to avoid a 10% consumption tax on purchases over 5,000 yen, with a daily limit of 500,000 yen for consumables [1] - In 2024, international tourists are expected to spend over 8.1 trillion yen in Japan, with approximately 2.4 trillion yen allocated for shopping [1] Group 2 - The proposal to abolish the tax exemption has raised concerns about its potential negative impact on the tourism and retail sectors [2] - The Japan Duty-Free Shop Association has indicated that the shopping tourism sector is deeply integrated into the Japanese economy, and removing the tax exemption could harm national finances [2] - In 2023, department stores saw an 86% increase in revenue from tax-exempt sales, totaling over 640 billion yen, which accounted for about 11% of their overall sales [2]

Core Viewpoint - The article discusses three cases of tax evasion involving companies that concealed unbilled income and engaged in false tax declarations, highlighting the implications for tax revenue and market competition [2][3][6]. Group 1: Tax Evasion Cases - Hainan Oulijia Industrial Co., Ltd. and its subsidiary were found to have concealed unbilled income, resulting in tax evasion totaling 12.57 million yuan, with penalties amounting to approximately 29 million yuan [5]. - Chongqing Duoliyuan Food Co., Ltd. was discovered to have concealed sales income and engaged in false tax declarations, leading to a total tax evasion of 6.99 million yuan and penalties totaling around 14 million yuan [3][4]. - Huaihua Taihe Property Service Co., Ltd. was involved in concealing unbilled income, resulting in tax evasion of 196,580 yuan, with penalties totaling approximately 393,040 yuan [6]. Group 2: Methods of Concealment - Common methods of tax evasion included using cash transactions without invoices and receiving sales payments into personal accounts, which do not enter the formal financial system [2][5]. - Chongqing Duoliyuan Food Co., Ltd. utilized dual accounting systems, maintaining separate internal and external books to misrepresent their financial status [3][4]. - The internal accounts of Chongqing Duoliyuan Food Co., Ltd. showed sales data that was 40 times higher than the declared income, indicating significant discrepancies [4]. Group 3: Regulatory Response - The tax authorities are empowered to recover unpaid taxes and impose fines ranging from 50% to five times the amount of unpaid taxes for tax evasion [2]. - Tax authorities acted on reports of suspicious tax behavior, leading to investigations that uncovered significant discrepancies between reported and actual financial data [3][5]. - The investigations revealed a complete evidence chain linking concealed income to actual sales, demonstrating the effectiveness of regulatory oversight [5].

金鹰股份（600232）发布异动公告，公司股票于2025年6月5日、6月6日和6月9日连续三个交易日内日收 盘价格涨幅偏离值累计达到20%，属于股票交易异常波动的情形。公司主营业务为纺织、纺织机械、塑 料机械及锂电池材料业务，其中锂电池材料业务2024年营业收入2172.21万元，占公司主营业务收入的 1.70%，占比较小。公司未涉及固态电池业务。截至本公告日，公司主营业务、生产经营情况以及经营 环境与前期披露的信息相比未发生重大变化，内部经营秩序正常。 ...