央视网消息：据人力资源社会保障部公众号消息，8月25日至8月31日，百日千万招聘专项行动推出 人工智能、现代服务、轻工、建筑行业4个线上招聘专场，由相关行业协会、人力资源服务机构组织， 共有6800余家用人单位参与，招聘需求超9.5万人次。 人工智能行业专场将组织71家用人单位，提供售前解决方案经理、数字化工程师、人工智能应用工 程师、算法工程师等岗位，招聘需求超900人次。 现代服务行业专场将组织38家用人单位，提供营销专员、售后工程师、室内设计师等岗位，招聘需 求超1000人次。 轻工行业专场将组织6700余家用人单位，提供机械工程师、工艺工程师、产品质检员、高分子材料 工程师等岗位，招聘需求超9.3万人次。 建筑行业专场将组织68家用人单位，提供工程技术员、工程管理员、机械设计师、造价员等岗位， 招聘需求超1000人次。 8月28日19:00，"就业在线"平台开展"人社（就业）局长进直播间"直播带岗活动，来自江西省、湖 北省、湖南省人力资源社会保障厅的就业工作相关负责人做客直播间。活动组织制造业、批发和零售 业、信息传输、软件和信息技术服务业等行业用人单位，提供设备工程师、生产经理、质量总监、电气 工程 ...

本期首先为大家介绍的是 —— 水土保持补偿费 一 什么是水土保持补偿费？ 欢迎扫描下方二维码关注： 非税收入是指除税收收入以外， 由各级国家机关、事业单位、代行政府职能的社会团体及其他组织依法利用国家权力、政 府信誉、国有资源（资产）所有者权益等取得的各项收入。 税务部门征收非税收入起步于1986年教育费附加的开征。为了让您 更清晰地了解非税收入相关政策、掌握申报流程，我们特推出"非税"合集，为大家介绍常见非税收入的相关知识。 水土保持补偿费是 对损坏水土保持设施和地貌植被、不能恢复原有水土保持功能的生产建设单位和个人 征收并专项用于水 土流失预防治理的资金。 自2021年1月1日起，水土保持补偿费由税务部门负责征收。 二 缴费主体 在山区、丘陵区、风沙区以及水土保持规划确定的 容易发生水土流失的其他区域开办生产建设项目或者从事其他生产建设活 动 ，损坏水土保持设施、地貌植被，不能恢复原有水土保持功能的 单位和个人，应当缴纳水土保持补偿费。 其中从事其他生产建设活动包括 取土、挖砂、采石（不含河道采砂）；烧制砖、瓦、瓷、石灰；排放废弃土、石、渣。 三 征收标准 一般性生产建设项目 按照征占用土地面积 一次性计 ...

步步高（SZ 002251，收盘价：4.86元）8月21日晚间发布公告称，公司限售股份6120万股将于2025年8 月25日解禁并上市流通，占公司总股本比例为2.28%。 2025年1至6月份，步步高的营业收入构成为：批发和零售贸易占比72.42%，其他业务占比27.58%。 （文章来源：每日经济新闻） ...

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report - In July 2025, the national consumer price index (CPI) was flat year - on - year. Food prices decreased by 1.6%, non - food prices increased by 0.3%, consumer goods prices decreased by 0.4%, and service prices increased by 0.5%. From January to July, the average CPI decreased by 0.1% compared with the same period last year [5][51]. - In July 2025, the producer price index for industrial products (PPI) decreased by 3.6% year - on - year, and the purchasing price index for industrial producers decreased by 4.5%. From January to July, the average PPI decreased by 2.9% compared with the same period last year, and the purchasing price index for industrial producers decreased by 3.2% [5][58]. - As of the end of July 2025, China's gold reserves were 73.96 million ounces, an increase of 60,000 ounces from the end of June 2025, increasing for 9 consecutive months. It is expected that the central bank will continue to increase its gold holdings [6]. - As of the end of July 2025, China's foreign exchange reserves were $3.2922 trillion, a decrease of $25.2 billion or 0.76% from the end of June, remaining above $3.2 trillion for 20 consecutive months [6]. - In the first 7 months of this year, China's goods trade showed an upward trend. The total value of imports and exports was 25.7 trillion yuan, a year - on - year increase of 3.5%, and the growth rate was 0.6 percentage points faster than that in the first half of the year [6]. - In July 2025, the manufacturing purchasing managers' index (PMI) was 49.3%, down 0.4 percentage points from the previous month. The manufacturing industry's prosperity level declined seasonally and generally remained in a downward trend [6]. 3. Summary According to Relevant Catalogs National Economic Accounting - GDP quarterly year - on - year growth rates from Q1 2023 to Q2 2025 are presented. Different industries such as agriculture, forestry, animal husbandry and fishery, industry, construction, and services have their respective growth rate trends [8]. - The contribution rates of different industries to GDP growth from Q1 2023 to Q2 2025 are shown, including agriculture, forestry, animal husbandry and fishery, industry, construction, and various service - related industries [13]. Industry Industrial Growth Rate - The year - on - year growth rates of added value of major industries from May to June in the past two years are provided, including coal mining and washing, oil and gas extraction, and manufacturing industries [22]. Major Industrial Output - The output data of major industrial products from June 2024 to June 2025 are listed, including energy products, industrial raw materials, and finished products [24]. Industry Electricity Consumption - The year - on - year growth rates of electricity consumption of major industries from March 2024 to May 2025 are given, including agriculture, forestry, animal husbandry and fishery, mining, and manufacturing [33]. Industrial Enterprise Profits - From January to June 2025, the total profit of large - scale industrial enterprises was 3.4365 trillion yuan, a year - on - year decrease of 1.8%. The main industry profit situations vary, with some industries showing growth and others decline [36]. - From January to June 2025, the mining industry's profit was 429.41 billion yuan, a year - on - year decrease of 30.3%; the manufacturing industry's profit was 2.59006 trillion yuan, a year - on - year increase of 4.5%; the electricity, heat, gas and water production and supply industry's profit was 417.04 billion yuan, a year - on - year increase of 3.3% [41]. Industrial Enterprise Inventory - As of the end of May 2025, the finished product inventory of large - scale industrial enterprises was 6.65 trillion yuan, a year - on - year increase of 3.5%. The overall inventory is in a stage from passive replenishment to passive destocking [46]. Price Index CPI - In July 2025, the CPI was flat year - on - year. Food prices decreased, while non - food prices increased. The average CPI from January to July decreased by 0.1% compared with the same period last year [51]. - The year - on - year and month - on - month data of CPI sub - items from July 2024 to July 2025 are presented, including food, clothing, housing, and other categories [52]. PPI - In July 2025, the PPI decreased by 3.6% year - on - year, and the purchasing price index for industrial producers decreased by 4.5%. The average PPI from January to July decreased by 2.9% compared with the same period last year [58]. - The year - on - year data of PPI for major industries from July 2024 to July 2025 are provided, including production materials, living materials, and various mining and manufacturing industries [58][61]. - The year - on - year data of industrial producer purchasing prices from July 2024 to July 2025 are given, including fuel power, black metal materials, and other categories [62]. Main City Newly - Built Residential Prices - The year - on - year and month - on - month data of the price index of newly - built commercial residential buildings in 70 large and medium - sized cities from June 2015 to June 2025 are shown, including data for first - tier, second - tier, and third - tier cities [63][64][66].

Group 1 - The core point of the report is that Hunan Sailoxian Management Consulting Partnership (Limited Partnership) has acquired 58,606,962 shares of Qidi Pharmaceutical Group Co., Ltd., representing 24.47% of the total shares, through judicial auction, making it the controlling shareholder of the company [1][18][24] - The acquisition was executed following a court ruling and was completed on August 5, 2025, with the total payment amounting to 1,007.39 million yuan [20][19] - The report confirms that the acquisition does not aim to terminate the listing status of Qidi Pharmaceutical and that the company will continue to operate independently [17][23] Group 2 - Hunan Sailoxian was established on June 19, 2025, primarily engaged in investment management, with a registered capital of 405.57 million yuan [4][6] - The actual controller of Hunan Sailoxian is Jiang Lin, who holds 66.86% of the shares in the executing partner, Shanghai Sailoxian [5][6] - Qidi Pharmaceutical operates in the pharmaceutical manufacturing industry, focusing on the research and development of traditional Chinese medicine and Western medicine formulations, with over 140 drug varieties and more than 30 patents [24][25] Group 3 - The financial data of Shanghai Sailoxian shows total assets of 1,650.71 million yuan and total equity of 1,322.98 million yuan as of December 31, 2024, with a net profit of 93.54 million yuan [6][13] - The report indicates that there are no significant legal violations or administrative penalties against Hunan Sailoxian in the past five years [14][16] - The report outlines that there is a potential for competition between Qidi Pharmaceutical and Hunan Sailoxian's core enterprise, Hengchang Pharmaceutical, due to overlapping product lines [24][26]

Core Viewpoint - The financial advisor, CITIC Securities, has verified the detailed equity change report of Tsinghua Unigroup Pharmaceutical Group Co., Ltd., confirming that the disclosed information is accurate, complete, and compliant with relevant laws and regulations [1][5][21]. Group 1: Overview of the Equity Change - The equity change involves the acquisition of 58,606,962 shares of Tsinghua Unigroup, representing 24.47% of the total share capital, making the acquirer the controlling shareholder [16][17]. - The acquisition was executed through a judicial auction, with the total payment amounting to 1,007.39 million yuan [21][22]. Group 2: Financial Status of the Acquirer - The acquirer, Hunan Sailoxian Management Consulting Partnership (Limited Partnership), was established on June 19, 2025, with a registered capital of 405.57 million yuan [5][6]. - The financial data of the acquirer shows total assets of 1,650.71 million yuan and total equity of 1,322.98 million yuan as of December 31, 2024 [13]. Group 3: Impact on Tsinghua Unigroup - Tsinghua Unigroup will maintain its independence as a listed company, with no plans to change its main business or make significant adjustments in the next 12 months [22][24]. - The acquirer has committed to avoiding any actions that would harm the interests of Tsinghua Unigroup and its minority shareholders [25][29]. Group 4: Compliance and Regulatory Aspects - The acquirer has adhered to all necessary legal procedures and obligations regarding the equity change, including the commitment to disclose any future changes in shareholding [16][22]. - There are no reported violations or legal issues concerning the acquirer in the past five years [14][15].

Core Viewpoint - The article discusses the tax reduction policies for advanced manufacturing enterprises in China, highlighting a total tax reduction and refund amounting to 1,109.4 billion yuan for 2024, aimed at supporting high-quality development in the manufacturing sector [2]. Group 1: Tax Reduction Policies - The policy allows eligible taxpayers to apply for refunds of incremental and stock VAT credits, specifically targeting manufacturing and related industries [4]. - Relevant policies include announcements from the Ministry of Finance and the State Taxation Administration regarding the implementation of VAT refund policies [4]. Group 2: Eligible Industries - Eligible industries for the VAT refund include manufacturing, scientific research and technical services, electricity, heat, gas, and water production and supply, software and information technology services, ecological protection and environmental governance, and transportation, warehousing, and postal services [5]. - The definition of eligible enterprises includes those whose VAT sales in the specified industries exceed 50% of total VAT sales over the past 12 months [5]. Group 3: Conditions for Enjoying Benefits - Taxpayers must meet specific conditions to qualify for the VAT refund, including maintaining a certain level of sales in the eligible industries [6][7]. - The incremental VAT credit is calculated based on the difference between the current period's end credit and the credit as of March 31, 2019 [8]. Group 4: Calculation of Refundable VAT Credits - The formula for calculating refundable VAT credits includes both incremental and stock VAT credits, adjusted by the input composition ratio [10]. - Taxpayers must reduce their current period's VAT credits by the amount refunded [10]. Group 5: Application Process - The application process for VAT refunds involves several steps through the electronic tax bureau, including data pre-filling and submission of the application form [12][15].

Economic Performance - The Hengqin Guangdong-Macao Deep Cooperation Zone achieved a GDP of 26.313 billion yuan in the first half of the year, with a year-on-year growth of 5.0% [1] - The secondary industry saw a decrease in added value by 34.0%, amounting to 2.466 billion yuan, while the tertiary industry increased by 12.1%, reaching 23.847 billion yuan [1] - The industrial added value above designated size declined by 9.7%, but the decline was narrowed by 13 percentage points compared to the first quarter [1] Sector Performance - The specialized equipment manufacturing industry grew by 31.6%, and high-tech manufacturing added value increased by 8.2% [1] - The service sector's added value of 23.847 billion yuan contributed 7.7 percentage points to GDP growth, with significant increases in wholesale and retail (27.3%), information transmission, software and IT services (21.9%), and leasing and business services (12.9%) [1] Consumer Market - The total retail sales of consumer goods reached 2.459 billion yuan, growing by 42.1%, with a notable increase in home appliances and audio-visual equipment retail sales by 171.7% [2] - Fixed asset investment decreased by 27.9%, but the decline was less severe than in the first quarter, with the secondary industry investment surging by 298.5% [2] - The total import and export volume reached 22.481 billion yuan, marking a significant year-on-year growth of 101.5% [2] Fiscal Performance - The general public budget revenue was 5.407 billion yuan, down by 3.0%, while expenditures increased by 20.4% to 7.801 billion yuan, with 69.2% allocated to livelihood spending [2] Foreign Investment - The number of Australian-funded entities in the cooperation zone reached 7,346, a year-on-year increase of 14.6%, accounting for 12.3% of all operating entities [3]

Core Viewpoint - The article discusses the industries that are not eligible for the R&D expense super deduction policy, highlighting that certain sectors, including the catering industry, are excluded from benefiting from this tax incentive [1][2]. Group 1: Ineligible Industries - The catering industry is listed as one of the sectors that cannot enjoy the R&D expense super deduction due to its classification in the negative list [2]. - Other industries that are also excluded include tobacco manufacturing, wholesale and retail, leasing and business services, accommodation and catering, real estate, and entertainment [2]. Group 2: Policy Implications - Even if a company in the excluded industries conducts R&D activities, it cannot benefit from the super deduction because of its industry classification [2].

Group 1 - The first approved data asset ABS in China, "Huaxin-Xinxin-Data Asset Phase 1 Asset-Backed Special Plan," was issued on July 31, with a scale of 133.7 million yuan and a priority interest rate of 2.0% [1] - The project is seen as a milestone in the financial market, reflecting high recognition of data as a new asset class and a significant breakthrough in financial services for the real economy [2][4] - The underlying assets of the project come from nine companies across various industries, including listed companies and private enterprises, indicating strong credit quality and stable repayment capacity [2][3] Group 2 - The issuance of the Xinxin data ABS coincides with a period of intensive policy releases regarding data elements, aiming to explore the inclusion of data rights into pledgeable intellectual property categories [4] - The successful issuance is a vivid interpretation of Huaxin Securities' service to national strategies, promoting the standardization of data asset recognition and evaluation across regions [4][5] - The deep impact of data asset securitization is expected to support the construction of a unified national data element market, potentially unlocking a trillion-level data asset market for sustainable economic growth [5]