川观新闻记者 史晓露 【未经授权，严禁转载！联系电话028-86968276】 从区域看，成都是消费核心，离境购物退税人次、销售额占比均超99%， 成都春熙路、SKP等现代核心 商圈贡献了绝大部分的退税销售额。此外，退税起退点下调和退税商店加快布局，对中小商户带动明 显，如熊猫基地文创店、德阳三星堆、乐山大佛景区商店等开单量均远超往年。 从品类看，名牌箱包、珠宝手表等国际品牌销售额占比较高。而"中国制造"与"四川造"表现抢眼，小米 手机、智能手表、大疆无人机销售笔数同比增长728%、销售额同比增长176%，占整个3C类产品销售笔 数的62%。"熊猫""三星堆"元素文创、川茶等"川造"商品销售笔数同比增长218%，销售额是去年同期的 13倍。 为持续激活境外消费，四川税务部门不断加速退税商店在重点商圈、文旅景区、交通枢纽的布局，多措 并举推动入境"流量"向消费"增量"转化。数据显示，目前全省退税商店662个，实现21个市州全覆盖， 商店数量和分布市州较年初增长翻番，其中国产品牌经营商店数量较年初增长84个，占比提升13个百分 点。 四川省税务局出口退税服务和管理局相关负责人介绍，今年四川率先推出"即买即退"线上 ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【深圳前11个月离境退税业务大增，入境消费力攀升】12月18日消息，国家税务总局深圳市税务局透 露，今年前11个月，全市办理离境退税达5.6万笔，同比增长13倍。离境退税商品退税销售额同比增长 2.4倍，"即买即退"商品销售额同比增长近40倍。超160个国家和地区的旅客在深办理离境退税，入境消 费力持续攀升。 ...

Market Overview - On December 18, A-shares opened lower with the Shanghai Composite Index down 0.34% at 3857.26 points, the Shenzhen Component Index down 0.85% at 13112.61 points, and the ChiNext Index down 1.17% at 3138.66 points [1] - Key sectors such as CPO, tax refunds for outbound travelers, and fiberglass saw significant declines [1] - Notable stocks included Baida Group, which opened up 4.49%, and Shengtong Energy, which reached a limit up after a change in control [1] Company News - SpaceX has entered a "regulatory quiet period," signaling the initiation of the largest IPO in history [2] - Vanke A proposed a 12-month extension for the principal repayment of its medium-term notes, with a total outstanding amount of 3.7 billion yuan [2] - CATL launched the world's first humanoid robot production line for battery PACKs, marking a significant milestone in intelligent manufacturing [2] - China CNR signed several major contracts totaling approximately 53.31 billion yuan, representing 21.6% of its projected 2024 revenue [3] - Huayi Brothers reported a reduction in shareholding by Alibaba's venture capital arm, decreasing its stake from 3.47% to 2.40% [3] Industry Insights - The global optical module market is experiencing a rapid shift from copper cables to fiber optics, with 1.6T products expected to see significant growth starting in 2026 [6] - The Yichun Natural Resources Bureau plans to revoke 27 mining licenses, including one for Jiangte Electric's lithium-containing ceramic stone mine with an annual capacity of 1.2 million tons [7] - Travel bookings for the upcoming New Year holiday have increased by nearly 30% compared to the same period last year, indicating a recovery in the tourism sector [8] - A successful clinical trial of an invasive brain-computer interface was completed, allowing a paralyzed patient to control a smart wheelchair using brain signals [9] - The upcoming FORCE conference by Volcano Engine is expected to introduce new AI models, enhancing performance and reducing costs [10] - The fifth International AIDC Liquid Cooling Supply Chain Summit will discuss the growing importance of liquid cooling technology in data centers due to rising AI server demands [11] - The founder of Hailin Energy predicts that global electricity demand will surge by 2050, emphasizing the critical role of energy storage in addressing energy challenges [12][13] Institutional Perspectives - CITIC Securities highlights structural opportunities in the express delivery sector, focusing on cost reduction across the entire supply chain [14] - CICC notes that the food and beverage industry is nearing a bottom, with a focus on high-quality growth driven by product innovation and channel expansion [15] - Huatai Securities anticipates that the recent approval of L3 autonomous driving vehicles will accelerate value reconstruction in the smart driving industry, with significant investment opportunities emerging in 2026 [16]

人民财讯12月18日电，据深圳特区报，记者从国家税务总局深圳市税务局获悉，今年前11个月，全市办 理离境退税5.6万笔，同比增长13倍；离境退税商品退税销售额同比增长2.4倍，"即买即退"商品销售额 同比增长近40倍；来自超过160个国家和地区的旅客在深办理离境退税，入境消费力持续攀升。 ...

Core Insights - Jiangsu province has expanded its outbound tax refund store network, adding 325 new stores from January to November, bringing the total to 427, achieving full coverage across 13 cities [1] - The Chinese government has relaxed the registration conditions for outbound tax refund stores, allowing newly opened stores and convenience stores to apply for registration [1] - Local tax authorities in Jiangsu are enhancing policy promotion and guidance, visiting key commercial areas and tourist sites to assist merchants with the registration process [1] Group 1 - The implementation of a bilingual tax refund guide and the use of social media channels for policy dissemination have been initiated to support merchants [1] - Jiangsu's local services are being optimized, with Nanjing expanding the coverage of "buy and refund" stores and Suzhou adding tax refund agency service points [1] - Wuxi has pioneered a "packaging and coding" convenience measure for tax refunds, allowing foreign travelers to process refunds and packaging on-site, significantly improving customs efficiency [1] Group 2 - From January to October, inbound tourists at Jiangsu ports reached 2.39 million, marking a year-on-year increase of 19.4% [2] - The verification of outbound tax refund applications at Nanjing Lukou Airport and Wuxi Shuofang Airport has seen significant growth, with increases of 122.57% and 117.55% respectively [2]

12月16日晚间，随着来自中国香港的HX128次航班平稳降落，乘机旅客们顺畅有序完成通关。今年以来，杭州空港口岸客流持续攀升，前11个月杭州萧山 机场海关保障杭州空港进出境人员489.37万人次，超过去年全年进出境人员总数，同比增长12.52%，监管进出境航班3.27万架次，同比增长9.87%。 进出境人员规模的增长，离不开免签政策与航线扩容的双轮驱动。今年以来，随着我国免签"朋友圈"持续扩容，以及144小时过境免签政策红利的深入释 放，大批外籍旅客选择杭州作为入境"第一站"或中转地。今年以来，杭州空港口岸先后恢复杭州往返河内、雅加达等国际客运航线，目前，杭州空港口岸 在飞直航客运航线已达30条，周客运航班近560架次。航班中转业务的持续增长也为杭州空港口岸拓宽客源渠道提供了新动能。截至11月底，杭州空港口 岸今年已累计新增国际转国际、国际通程航班等中转路径43条，保障国际中转旅客1.2万余人次，枢纽集散效应日益凸显。 便捷的通关环境叠加免签入境的便利，激发了境外旅客的购物热情，杭州空港离境退税业务量快速增长。据统计，今年前11个月，杭州萧山机场海关共验 核离境退税申请单4787票，验核商品销售金额1.4亿元 ...

面对社会数字化转型的大趋势，无锡深入推进税费服务数智化转型，以纳税人缴费人需求为导向，通过服务前置、征纳互动、政策创新等多维举措，持续 优化税收营商环境，让"无难事、悉心办"的品牌理念在税务领域落地生根，为市场主体注入发展活力。 服务前置，实现"未问先服"新体验 "叮！尊敬的纳税人，贵单位属于新办企业，电子税务局提供了'新办智能开业'功能，您可以高效便捷地办理新办纳税人涉税事项。我们为您准备了'新办 智能开业'操作指引及《开业第一课》电子书……"收到短信提示后，无锡仁智信金属科技有限公司法人蔡楠先生立即参照操作指引顺利完成了涉税新办业 务。在滨湖区，四方缘快捷酒店法人林家庆先生也对税务部门的精准推送赞不绝口："推送的内容翔实生动，不用打电话就能找到解决方法，真是省时又 省心！" "马上去南京赶飞机，还以为没办法享受到'即买即退'服务，没想到在南京也可以办理相关手续，这对我们旅客来说太友好了！"日籍旅客纪田先生在无锡 大东方百货购买"中国龙"玩具后，次日在南京禄口机场顺利完成退税。这一举措标志着江苏离境退税服务进入新阶段。 图为无锡市税务局"好方法"工作团队为纳税人推送"未问先服"个性化线上辅导产品。 在无锡， ...

Market Overview - The A-share market experienced a general decline today, with the Shanghai Composite Index falling by 1.11% to close at 3824.81 points, the Shenzhen Component Index down by 1.51% at 12914.67 points, and the ChiNext Index decreasing by 2.10% to 3071.76 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 172.42 billion yuan, a decrease of 49.3 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, only the retail, beauty care, and social services sectors saw gains, with increases of 1.32%, 0.66%, and 0.13% respectively [1] - The telecommunications, non-ferrous metals, comprehensive, power equipment, media, and machinery equipment sectors experienced significant declines, with losses of 2.95%, 2.81%, 2.81%, 2.66%, 2.41%, and 2.24% respectively [1] Concept Sector Performance - The leading concept sectors in terms of gains today included stablecoins, cryptocurrencies, duty-free shops, vehicle-road cloud, intelligent driving, intelligent transportation, cross-border payments, selected food processing, vehicle networking, selected air transport, selected animal health, initial economy, financial technology, tax digitalization, and outbound tax refunds [2] - Conversely, sectors such as cross-strait integration, cultivated diamonds, photovoltaic glass, photolithography factories, solar thermal power, and Moore threads experienced pullbacks [2]

Core Insights - The Guangdong customs authority reported a significant increase in tax refund applications and amounts for goods leaving the country, with 93,000 applications and a total value of 1.75 billion yuan, marking a 7.5-fold and 2-fold increase compared to the same period last year [1][2] Group 1: Consumption and Tax Refunds - The introduction of three new verification points after April has allowed international travelers to choose their departure ports and modes of transport for tax refund services [1] - Daily average verification of tax refund applications increased from 58 to 684, indicating effective measures to boost consumer willingness [1] Group 2: Economic Impact of Events - The 15th National Games and the Special Olympics have activated consumer spending, with a notable increase in international flight volumes and passenger numbers at Guangzhou Baiyun Airport, which saw a 102% increase in international flights and a 16.7% increase in passenger traffic from October 1 to November 10 [2] - The influx of visitors during these events has led to a 63% year-on-year increase in the restaurant and accommodation sectors in Guangzhou for October [2] Group 3: Import Growth - Guangdong's consumer goods imports reached 21.41 billion yuan in October, reflecting an 11.3% year-on-year growth, which is 10 percentage points higher than the national average [2] - Significant growth was observed in imports of seafood, cooking oil, and sports equipment, highlighting their importance in supporting the consumer market [2]

沪深两市成交额2.09万亿，较上一个交易日放量2351亿。全市场涨跌家数接近持平。 12月12日，A股三大指数震荡上涨，截至收盘，沪指涨0.41%，深成指涨0.84%，创业板指涨0.97%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | my m | 3889.35c | 16.03 | 0.41% | | 399001 | 深证成指 | n m | 13258.33c | 110.94 | 0.84% | | 399006 | 创业板指 | m | 3194.36c | 30.68 | 0.97% | 具体来看，可控核聚变概念爆发，中国核建、国机重装、华菱线缆等16股涨停。 主力资金全天净流入电网设备、有色金属、证券等板块，净流出商贸零售、电池、光伏设备等板块。 具体到个股来看，东山精密、比亚迪、安泰科技获净流入11.07亿元、8.28亿元、8.11亿元。 净流出方面，阳光电源、长盈精密、永辉超市遭抛售22.33亿元、14.73亿元、13.12亿元。 【机构观点】 | 代码 ...