1.取得农产品抵扣凭证，如何在税务数字账户中勾选抵扣？ 答：不同的农产品抵扣凭证在税务数字账户中操作是不一致的，有一部分农产品抵扣凭证需要预先处理，有些则不需要。按是否需 预先处理分类情况如下： 一、通过电子税务局开具的自产农产品销售发票、农产品收购发票及从一般纳税人处取得9%的专用发票、海关缴款书，无需预先处 理，在【抵扣勾选】-【发票】/【抵扣勾选】-【海关缴款书】模块进行勾选。 欢迎扫描下方二维码关注： 特殊情形： 如取得税务机关代开的农产品发票，需要先进行补录操作，再进行勾选。在【抵扣勾选】-【发票】下方，点击【代开农 产品发票录入】-【添加行】，纳税人只需要输入发票代码、发票号码即可。系统自动带出发票相关信息后，纳税人根据实际情况，填写 农产品部分票面金额、农产品部分票面税额。允许纳税人根据票面金额、9% 扣除率 ，自主填报有效抵扣税额。提交成功后相关发票信 息就进入【抵扣勾选】-【发票】模块，可对该发票进行勾选操作。 二、对于一些特殊抵扣凭证，无法直接从票面识别需要抵扣的税额，故要先进行一些预先处理，确认可抵扣的税额后在【抵扣勾 选】-【发票】模块进行勾选。 （一）如取得税控系统开具的自产农产品增 ...

Core Viewpoint - Qiongzhong Li and Miao Autonomous County is leveraging its rich forest resources to develop various "under-forest" economic models, including "forest + medicine," "forest + fungi," "forest + fruits," and "forest + tourism" to enhance local economic growth and sustainability [1][4]. Group 1: Economic Development Initiatives - The county has integrated approximately 37.93 million yuan in rural revitalization funds to support projects such as under-forest planting, breeding, and forest product processing [1]. - A model combining "company + village collective" has been established for the breeding of Guangdilong, with a significant sales order volume anticipated [2]. - The Guangdilong has a growth cycle of 3 to 4 months, with a potential yield of about 1,500 pounds per acre, translating to several tens of thousands of yuan in value per acre [2]. Group 2: Agricultural Practices and Innovations - The New Zhai chicken, raised under rubber trees, benefits from a spacious environment and a diet of corn feed and insects, with an expected revenue of around 600,000 yuan upon sale of 4,000 chickens [3]. - The establishment of the "Hainan Island New Zhai Chicken" brand promotes the standardization and branding of the chicken farming industry [3]. - The cultivation of cardamom has expanded from 200 acres to 1,200 acres, showcasing significant growth in scale [3][4]. Group 3: Policy Support and Future Plans - The county has implemented policies to support the development of Li and Miao medicinal herbs, integrating them into the overall industrial development plan [4]. - By mid-2025, the total area of under-forest economy is expected to exceed 242,000 acres, promoting a model of "not cutting trees, but achieving wealth" [5]. - The county aims to transform under-forest land into a "green bank" for the community, aligning with ecological value transformation principles [5].

Core Viewpoint - The company, Shunxin Agriculture, is experiencing a decline in stock price and has no plans for share repurchase, indicating potential concerns about market performance and investor confidence [1][2]. Group 1: Stock Performance - As of August 8, 2025, Shunxin Agriculture's stock closed at 15.8 yuan, down 0.32%, with a turnover rate of 0.73% and a trading volume of 54,100 shares, amounting to a total transaction value of 85.51 million yuan [1]. - On the same day, there was a net outflow of 7.68 million yuan from main funds, accounting for 8.98% of the total transaction value [7][8]. Group 2: Company Operations - The company has no plans for share buybacks, as confirmed by the company secretary in response to investor inquiries [2]. - The company experiences losses in the second to fourth quarters primarily due to the impact of other business operations, while the first quarter benefits from seasonal demand during traditional holidays [3]. - Shunxin Agriculture does not export alcoholic products, indicating a focus on domestic markets [4]. - The company is actively working on the construction of a national modern agricultural industrial park in Shunyi District, with plans for production to commence within the year [5][6].

Group 1: Macro News - The Consumer Price Index (CPI) in July showed a month-on-month increase of 0.4%, reversing a previous decline of 0.1%, while the core CPI rose by 0.8% year-on-year, marking the third consecutive month of growth [3] - The Producer Price Index (PPI) decreased by 0.2% month-on-month, but the rate of decline narrowed by 0.2 percentage points compared to the previous month, indicating a potential stabilization in industrial prices [3] Group 2: Financial Sector - The China Securities Index Company announced adjustments to the CSI 1000 index, effective after market close on August 8, 2025, with three stocks being added and three ST stocks being removed [9][10] - The China Securities Regulatory Commission proposed a fine of 160 million yuan against *ST Gao Hong for information disclosure violations, which may lead to its forced delisting [11] Group 3: Investment Opportunities - Beijing's Economic and Technological Development Zone launched a plan to support the development of embodied intelligence robots, with ten measures to promote industry growth [13] - The Henan provincial government introduced policies to support the artificial intelligence industry, focusing on model development, computing power, and talent cultivation [15] - The establishment of the Hubei Brain-Computer Interface Innovation Development Alliance aims to accelerate the clinical application of brain-computer interface technologies [16] Group 4: Market Strategies - CITIC Securities suggests focusing on strong industry trends while avoiding high valuation micro-cap stocks, as the market remains cautious about earnings realization [22] - Guojin Securities highlights two strategies: targeting undervalued sectors with improving profitability and identifying stocks with low price positions that attract individual investors [23]

Core Insights - A-share companies are gradually disclosing their 2025 semi-annual reports, with 87 companies reporting as of August 4, 2023, and 58 of them showing a year-on-year increase in net profit attributable to shareholders [1] - A total of 30 companies have announced profit distribution plans alongside their semi-annual reports, with many proposing high cash dividend ratios [2][3] Group 1: Company Performance - ChipLink Integrated-U reported a revenue of 3.495 billion yuan, a year-on-year increase of 21.38%, but a net loss of 170 million yuan, improving from a loss of 471 million yuan in the same period last year [1] - Hikvision achieved a revenue of 41.818 billion yuan, a year-on-year growth of 1.48%, and a net profit of 5.657 billion yuan, up 11.71% [2] - CATL reported a revenue of 178.886 billion yuan, a year-on-year increase of 7.27%, and a net profit of 30.485 billion yuan, up 33.33% [2] Group 2: Profit Distribution Plans - Oriental Yuhong plans to distribute a cash dividend of 9.25 yuan per 10 shares, emphasizing the importance of timely returns to investors and confidence in operational performance [3] - Yisheng shares proposed a cash dividend of 1.5 yuan per 10 shares, aligning with industry characteristics and ensuring no significant impact on earnings or cash flow [3] - Daodaquan plans to distribute a cash dividend of 1.76 yuan per 10 shares, with the total cash dividend and share buyback amounting to 33.45% of the net profit for the first half of the year [4] Group 3: Market Trends and Investor Interest - Many companies have attracted institutional interest following their semi-annual reports, with inquiries focusing on overseas business strategies and performance changes [4] - Goldfa Technology anticipates a net profit of 550 million to 650 million yuan, representing a year-on-year increase of 44.82% to 71.15%, driven by new product development and market share growth [5][6] - Companies are actively exploring applications of their materials in the robotics sector, with some already supplying materials for industrial robots, although this segment currently represents a small portion of overall business [6]

Core Insights - The "2025 Ankang (Changzhou) Urban Opportunities and Industrial Cooperation Seminar" was held to promote collaboration between Ankang and Changzhou, focusing on their complementary industries and market expansion opportunities [1][3]. Group 1: Regional Advantages - Ankang is strategically located, connecting multiple economic circles and is set to benefit from the completion of the Xiyu High-speed Railway in 2026, enhancing its transportation network [1][3]. - The city has established nine key industrial chains, including selenium-rich products and ecological tourism, emphasizing an eco-friendly and green upgrade path [1][3]. Group 2: Investment Environment - The seminar featured presentations from Ankang's investment and economic cooperation bureau, showcasing the city's resource endowments, development advantages, and robust industrial foundation [3][7]. - A total of 107 enterprises participated in the seminar, including local and potential investors, indicating strong interest in the region's investment climate [7]. Group 3: Project Signings - Thirteen investment cooperation projects were signed, covering various sectors such as selenium-rich food, ecological tourism, traditional Chinese medicine, new materials, and manufacturing [5][7]. - Specific projects include a modern egg-laying chicken breeding project, a traditional Chinese medicinal herb base, and a POY raw silk processing project, highlighting the diversity of investment opportunities [5][7].

Group 1 - The company, Yunnan Shennong Agricultural Industry Group Co., Ltd., will hold its third extraordinary general meeting of shareholders on August 14, 2025, at 14:00 [1][3] - The meeting will take place at the 39th floor of the Kunming Henglong Plaza office building, located at 23 Dongfeng East Road, Panlong District, Kunming, Yunnan Province [1][3] - Shareholders can vote through the Shanghai Stock Exchange's online voting system from 9:15 to 15:00 on the day of the meeting [1][4] Group 2 - The agenda includes the review of the 2025 Restricted Stock Incentive Plan (draft) and its summary, the implementation assessment management measures for the incentive plan, and the authorization for the board to handle related matters [2][8] - The voting will involve A-share shareholders, and certain related shareholders must abstain from voting on the incentive plan [2][5] - Shareholders must register in advance to attend the meeting, and those holding multiple accounts can vote through any of their accounts [5][6] Group 3 - The company will provide a reminder service for shareholders to ensure participation, utilizing smart SMS notifications to inform them about the meeting and voting [4][5] - The voting process allows shareholders to express their opinions through both on-site and online platforms, with the first vote being the valid one in case of multiple submissions [5][6] - The company emphasizes the importance of timely registration and participation to facilitate a smooth meeting process [6][7]

Group 1: Macro Strategy - The report indicates that the market expects the Federal Reserve to maintain interest rates steady in July and October 2025, with a 25 basis point cut anticipated in September and December [6][7] - Key macroeconomic data shows a decline in initial jobless claims to 227,000, and a significant increase in tax revenue by $61 billion year-on-year, driven by tariffs [6][7] Group 2: Industry Commentary - Power Equipment and New Energy - China Mobile has procured humanoid robots worth 1.24 billion yuan, marking a significant investment in robotics [10] - The National Development and Reform Commission has approved a cross-regional electricity trading mechanism, enhancing the efficiency of electricity transactions [10] - The report highlights the establishment of a joint laboratory between BYD and Hong Kong University of Science and Technology focusing on robotics and intelligent manufacturing [10][11] Group 3: Industry Commentary - Textile Manufacturing - The 2024 Top 100 supermarket enterprises in China are projected to achieve sales of approximately 900 billion yuan, reflecting a 0.3% year-on-year growth [14] - The report notes a significant decline in the number of stores, down 9.8% year-on-year, while 42 enterprises reported sales growth [14] - The textile manufacturing sector in Vietnam has shown a cumulative year-on-year export growth of 13.0% in the first half of 2025 [16] Group 4: Company Commentary - Haohua Technology - Haohua Technology is expected to achieve a net profit of 5.9 to 6.5 billion yuan in the first half of 2025, representing a year-on-year growth of 59.3% to 75.5% [23] - The company benefits from a favorable market for refrigerants, with prices for key products rising significantly since the beginning of the year [23][24] - The report emphasizes the growth potential in electronic materials due to the expansion of the integrated circuit industry [23][24] Group 5: Investment Recommendations - The report recommends focusing on companies in the BC new technology sector such as Aisuo Co. and Longi Green Energy, and those benefiting from supply-side improvements like Daqo New Energy [12] - It suggests monitoring companies in the humanoid robotics sector, including UBTECH and Yijiahe, for potential investment opportunities [12]

Core Viewpoint - The article emphasizes the importance of implementing the strategic directives from the central government regarding the development of the central region, ecological protection of the Yellow River basin, and high-quality development in Henan province, with a focus on modernizing the industrial system and improving people's livelihoods [1][5]. Group 1: Empowering Industrial Transformation and Upgrading - China Cinda's Henan branch focuses on technology innovation in fields such as new materials and advanced manufacturing, supporting specialized enterprises through market-oriented debt-to-equity swaps [2]. - The company has helped listed firms like Huaying Agriculture and Zhongfu Industry reduce debt burdens and has actively participated in the rescue of Kedi Food, ensuring employment for over 15,000 individuals [2]. - A business matching event with the Henan State-owned Assets Supervision and Administration Commission is planned for April 2025 to enhance the financial services for state-owned enterprises [2]. Group 2: Assisting in Risk Mitigation in Key Areas - Since its establishment, China Cinda's Henan branch has invested over 50 billion yuan in acquiring non-performing loans from local banks, aiding in the resolution of risks associated with projects like the Wandaxin Expressway [3]. - The company has contributed to the restructuring of local small banks, acquiring non-performing loans worth 6.167 billion yuan [3]. - The branch has played a crucial role in the "guarantee housing" initiative, facilitating the delivery of 3,319 housing units in the Zhengzhou Tilu project [3]. Group 3: Promoting New Industrial Development - The company supports the transformation of traditional energy enterprises in Henan, providing over 20 billion yuan in funding to major energy groups since 2015 [4]. - It has utilized debt-to-equity swaps to assist the largest lithium hexafluorophosphate producer in expanding production and reducing debt ratios [4]. - The Henan branch is also involved in enhancing the cultural tourism industry, aiding in the bankruptcy restructuring of Luoyang Tourism Group to improve asset operation efficiency [4]. Group 4: Commitment to Strategic Directives - China Cinda's Henan branch is committed to deeply learning and implementing the important speeches of General Secretary Xi Jinping, focusing on the strategic deployment for the central region's rise and ecological protection [5][6]. - The company aims to serve the real economy and promote the development of industries such as cultural tourism, manufacturing, and high-tech sectors in Henan [6].

Group 1: Macro Insights - The PMI for June is reported at 49.7, indicating continued improvement in manufacturing sentiment, with production and demand returning to expansion territory [8][9][13] - The "14th Five-Year Plan" is nearing completion, with most economic and social development indicators expected to be met, while some targets in innovation and green ecology still require effort [3][4] - The upcoming "15th Five-Year Plan" is anticipated to emphasize three key themes: transitional guidance, unwavering commitment to new productive forces, and adaptive economic strategies [2][4][5] Group 2: Agricultural Sector - The number of breeding sows slightly increased in May, while the price of pork is expected to show a downward trend year-on-year, with stable operations anticipated throughout the year [20][22] - The pet food industry is experiencing growth, with an increase in market share for quality enterprises, despite a decline in export volume in May [20][23] - The price of yellow chickens is correlated with pork prices, suggesting potential upward movement in the future due to low supply levels [24]