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禅城首单离境退税“即买即退”业务落地!国际旅客畅享“购物自由”
Sou Hu Cai Jing· 2025-06-19 13:55
手持新购的圣罗兰护肤品 通过离境退税"即买即退"服务 在佛山王府井紫薇港一楼的 离境退税"即买即退"服务柜台前 印度游客nevil k pandit 当场便完成了退税款现场申领工作 印度游客支付商品货款,办理退税款申领工作现场。/禅城融媒记者贺勇摄 离境退税是指境外旅客在离境口岸离境时,对其在退税商店购买的退税物品退还增值税。 "即买即退"作为一项便利服务举措,是"离境退税"政策的升级优化,境外旅客在"即买即退"商店购买退税物品时,签订协议书并办理信用卡预授权后,即 可在该商店现场申领与退税款等额的预付金。离境时,旅客仅需在口岸通过海关核验,退税代理机构即自动完成结算。值得一提的是, 离境退税起退点 还从500元下调至200元。 近年来,在免签便利政策的推动下,访华境外旅客人数屡创新高,持续掀起在华消费热潮。 佛山、禅城多部门抢抓机遇,多方联动迅速打造"政策精准推 送+服务快速响应"机制,以"丝滑"的退税体验,助力境外旅客在佛山放心开启"买买买"模式。 昨日 nevil k pandit在工作人员的指引下申请退税。/禅城融媒记者贺勇摄 自5月30日,佛山完成全市首单"即买即退"业务后,该服务逐步覆盖王府井紫薇 ...
农林牧渔行业2025半年度投资策略:养殖风起,后周期顺势而上
ZHESHANG SECURITIES· 2025-06-19 13:52
证券研究报告 养殖风起,后周期顺势而上 ——农林牧渔行业2025半年度投资策略 行业评级:看好 2025年6月19日 | 分析师 | 钟凯锋 | | --- | --- | | 邮箱 | Zhongkaifeng@stocke.com.cn | | 证书编号 | S1230524050002 | | 分析师 | 张心怡 | | --- | --- | | 邮箱 | Zhangxinyi@stocke.com.cn | | 证书编号 | S1230524020002 | 摘要 风险提示:政策落地不及预期;动物疫病大规模爆发;农产品价格大幅波动;自然灾害影响; 2 生猪:一石激起千层浪。建议关注德康农牧(或将表现出持续亮眼的成绩);牧原股份(周期、成长和价值共舞的低估 值龙头);温氏股份(老牌养殖王者,有望受益猪鸡价格景气共振);神农集团(小而美的二线标的,板块优质成长代 表);巨星农牧(生猪养殖后起之秀,成长空间广阔)。 95% 肉禽:黄鸡控成本为主,白鸡关注消费动力。看好白羽鸡产业链一体化龙头圣农发展,以及上游高弹性标的益生股份、 民和股份,下游优质鸡肉及制品标的禾丰股份、仙坛股份;看好产能快速扩张,成本控制 ...
华源晨会精粹-20250619
Hua Yuan Zheng Quan· 2025-06-19 13:51
证券研究报告 晨会 hyzqdatemark 2025 年 06 月 19 日 投资要点: 资料来源:聚源,华源证券研究所,截至2025年06月19日 华源晨会精粹 20250619 固定收益 消费领衔稳增长,经济韧性凸显——2025 年 5 月经济数据点评:5 月消费 表现亮眼。5 月社会消费品零售总额 4.1 万亿元,同比增长 6.4%,增速环比加快 1.3pct。5 月国补政策与"618"网购促销提前形成双重利好,显著释放线上消费活 力,家用电器(yoy+53.0%)和通讯器材(yoy+33.0%)增速环比提高 14.2pct/13.1pct。 服务消费稳中有升,1-5 月服务零售额增长 5.2%,文旅休闲和餐饮需求持续释放。 投资增速略微放缓。5 月出口数据量稳质升、结构优化。工业生产延续稳步增长。物 价增长有待修复。5 月中国经济在复杂外部环境下展现"消费提振、出口优化、工业 升级"的韧性。利率债可能阶段性窄幅震荡,建议关注收益率 2%以上的信用债。建 议多关注港股金融,固收+港股红利。 风险提示:财政政策超预期发力,导致债市调整;理财及债基等监管政策可能超预 期,带来债市扰动;股市可能大幅走强,对 ...
Ouster (OUST) Surges 7.1%: Is This an Indication of Further Gains?
ZACKS· 2025-06-19 13:51
Ouster, Inc. (OUST) shares rallied 7.1% in the last trading session to close at $20.34. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 84.7% gain over the past four weeks.OUST is benefiting from a diversified customer base and growing demand for its REV7 sensors, cloud-based Gemini platform and AI-powered BlueCity suite.This company is expected to post quarterly loss of $0.48 per share in its upcoming report ...
ODP Corp. (ODP) Is Attractively Priced Despite Fast-paced Momentum
ZACKS· 2025-06-19 13:51
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead of their future growth potential. In such a situation, invest ...
Despite Fast-paced Momentum, Fortress Biotech (FBIO) Is Still a Bargain Stock
ZACKS· 2025-06-19 13:51
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...
Duluth Holdings (DLTH) Shows Fast-paced Momentum But Is Still a Bargain Stock
ZACKS· 2025-06-19 13:51
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead of their future growth potential. In such a situation, invest ...
策略日报:调整-20250619
Tai Ping Yang Zheng Quan· 2025-06-19 13:49
2025 年 06 月 19 日 投资策略 策略日报(2025.06.19):调整 A 股:市场全天震荡走低,创业板指跌 1.36%。市场全天成交额 1.28 万亿,较前一日小幅放量 0.08 万亿,个股呈普跌态势, 仅 689 只个股上 涨,4402 只个股下跌。我们一直提示在基本面乏力下,量能持续推升带 来指数牛的概率极低,过低的波动率下,未来行情更可能以向下调整的方 式放大波动率。建议投资者获利了结部分仓位切至低位的红利、农业等是 更好的选择。 相关研究报告 <<策略日报(2025.06.18):小幅收 涨>>--2025-06-18 <<策略日报(2025.06.17):窄幅震 荡>>--2025-06-18 <<策略日报(2025.06.16):缩量反 弹>>--2025-06-16 证券分析师:张冬冬 E-MAIL:zhangdd@tpyzq.com 分析师登记编号:S1190522040001 E-MAIL:wubs@tpyzq.com 证券分析师:吴步升 大类资产跟踪 债券市场:利率债短端几乎持平,长端小幅上涨。我们认为股市波动 率仍在低位,基本面的疲弱将限制上涨的高度,因此未来波动率的抬升更 ...
Highwoods Properties(HIW) - 2025 Q1 - Earnings Call Presentation
2025-06-19 13:48
INVESTOR PRESENTATION EXECUTING ON A PROVEN STRATEGY 1Q25 NYSE: HIW | #BETTERTOGETHER INVESTOR PRESENTATION FORWARD-LOOKING STATEMENTS Some of the information in this presentation may contain forward-looking statements. Such statements include, in particular, statements about our plans, strategies and prospects such as the following: the expected financial and operational results and the related assumptions underlying our expected results; the planned sales of non-core assets and expected pricing and impact ...
欧洲法院顾问建议对谷歌利用安卓系统“非法设限”处以逾41亿欧元罚款
Zhong Guo Xin Wen Wang· 2025-06-19 13:48
欧洲法院当日公布法律总顾问朱丽安·库考特(Juliane Kokott)发表的意见书。作为欧洲法院审理程序的一 部分,意见书虽不具备法律效力,但由于过往欧洲法院的判决大多与意见书一致,其内容备受关注。 意见书称,2022年,欧盟普通法院裁决谷歌利用安卓系统在欧盟市场的主导地位,对手机生产商和移动 网络运营商"非法设限",如通过提供补贴要求手机生产商和移动网络运营商只预装谷歌搜索应用程序, 手机生产商只有预装谷歌搜索及浏览器应用程序才能使用谷歌应用程序商店等,这些不正当手段损害市 场公平竞争,应对谷歌处以41.24亿欧元罚款。 意见书确认,欧盟普通法院判决正当,对罚款金额的计算无误,反之谷歌向欧洲法院提交的论据无效。 据此建议欧洲法院驳回谷歌上诉,维持欧盟普通法院判决,对谷歌处以41.24亿欧元罚款。 中新网布鲁塞尔6月19日电 (记者德永健)美国互联网巨头谷歌在欧洲"司法战"中再度受挫,欧盟最高司 法机构欧洲法院一名法律总顾问19日发表意见书,建议维持欧盟普通法院判决,对谷歌利用安卓移动操 作系统(Android)"非法设限"处以41.24亿欧元罚款。 19日败诉的消息传出后,谷歌发言人对意见书表示失望,称如 ...