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每日报告精选-20251124
GUOTAI HAITONG SECURITIES· 2025-11-24 12:30
Economic Overview - High-frequency data indicates that automotive consumption remains strong, benefiting from tax incentives and subsidies, while textile and film consumption is weak[7] - Real estate sales and land market show signs of fatigue, with infrastructure special bonds fully issued but project progress lagging[7] - Exports to South Korea are recovering, while import demand weakens post shopping festival[7] Market Performance - Major global asset prices have declined, with the Hang Seng Index dropping 5.1%, the largest decline among major indices[9] - The S&P 500 Index fell by 1.9%, while the Shanghai Composite Index decreased by 3.9%[9] - The 10-year U.S. Treasury yield fell by 8 basis points to 4.06%[9] Federal Reserve Insights - The U.S. added 119,000 non-farm jobs in September, significantly exceeding expectations of 51,000[12] - The unemployment rate rose to 4.4%, higher than the expected 4.3%[12] - Federal Reserve officials exhibit significant internal disagreement regarding future monetary policy direction[8] Investment Strategies - ETF inflows have increased significantly to 503 billion, while foreign and financing funds have seen outflows[15] - The market's trading activity has decreased, with average daily turnover dropping to 1.9 trillion[14] - The risk appetite remains low, with the overall market sentiment declining[14] Sector Analysis - The technology sector is expected to benefit from AI advancements, with recommendations for investments in internet and computing sectors[35] - The financial sector is poised for recovery, with a focus on brokerage and insurance stocks[35] - Consumer stocks are seen as undervalued, with potential growth in food and beverage sectors[35]
同济科技子公司中标8.66亿元西安河山锦绣府项目施工一标段项目
Zhi Tong Cai Jing· 2025-11-24 09:49
该项目位于西安浐灞生态区欧亚大道以南,灞柳西路以西。该项目总建筑面积约105,391.59平方米,包 括住宅5栋,配套商业2栋,物业管理用房1栋;其中地上建筑面积64,793.06平方米,地下建筑面积 40,598.53平方米。该工程项目中标价格8.66亿元,中标工期1340日历天。 同济科技(600846)(600846.SH)发布公告,公司全资子公司上海同济建设有限公司收到西安中新沁园 房地产开发有限公司发出的中标通知书,上海同济建设有限公司中标西安河山锦绣府项目施工一标段项 目。 ...
企业跨区域提供建筑服务需要预缴哪些税款?
蓝色柳林财税室· 2025-11-24 09:38
欢迎扫描下方二维码关注: HINDADA 纳税人跨地区提供建筑服务、销售和出租不 动产的,应在建筑服务发生地、不动产所在 地 预 缴 增 值 税 时 , 以 预 缴 增 值 税 税 额 为 计 税 依据,并按预缴增值税所在地的城市维护建 设 税 适 用 税 率 和 教 育 费 附 加 征 收 率 就 地 计 算 缴纳城市维护建设税和教育费附加。 附加适用税率和征收率规定如下: ◎(一)城市维护建设税:市区7%;县城、 镇5%;不在市区、县城或镇的1% ◎ (二) 教育费附加: 3% © (三) 地方教育附加: 2% 官2023年1月1日至2027年12月31日,对增值税小 规模纳税人、小型微利企业和个体工商户减半征收 资源税(不含水资源税)、城市维护建设税、房产 税、城镇土地使用税、印花税(不含证券交易印花 税)、耕地占用税和教育费附加、地方教育附加。 三、企业所得税 】跨地区经营汇总纳税企业 参照《国家税务总局关于印发<跨地区经 营汇总纳税企业所得税征收管理办法>的 公告》(国家税务总局公告2012年第57 号) 文件规定。 】建筑企业总机构直接管理的跨地区设立的项目部 应按项目实际经营收入的0.2%按月或 ...
同济科技:全资子公司中标8.66亿元西安项目
Xin Lang Cai Jing· 2025-11-24 09:28
同济科技公告称,其全资子公司上海同济建设有限公司收到中标通知书,中标西安河山锦绣府项目施工 一标段。项目位于西安浐灞生态区,总建筑面积约10.54万平方米,地上6.48万平方米,地下4.06万平方 米,含5栋住宅、2栋配套商业和1栋物业管理用房。中标价格8.66亿元,工期1340日历天。公司将按要 求签合同,细节以正式合同为准。 ...
同济科技:全资子公司中标西安河山锦绣府项目施工一标段 中标价格8.66亿元
Xin Lang Cai Jing· 2025-11-24 09:28
Core Viewpoint - Tongji Technology's wholly-owned subsidiary, Shanghai Tongji Construction Co., Ltd., has won a bid for the Xi'an Heshan Jinxiu Mansion project, with a contract price of 866 million yuan [1] Group 1: Project Details - The project is located in the Chang'an District of Xi'an, specifically in the Chanba Ecological District [1] - The total construction area of the project is approximately 105,391.59 square meters [1] Group 2: Next Steps - The company will proceed with the contract signing process, with specific details to be confirmed in the final signed contract [1]
同济科技(600846.SH)子公司中标8.66亿元西安河山锦绣府项目施工一标段项目
智通财经网· 2025-11-24 09:28
该项目位于西安浐灞生态区欧亚大道以南,灞柳西路以西。该项目总建筑面积约105,391.59平方米,包 括住宅5栋,配套商业2栋,物业管理用房1栋;其中地上建筑面积64,793.06平方米,地下建筑面积 40,598.53平方米。该工程项目中标价格8.66亿元,中标工期1340日历天。 智通财经APP讯,同济科技(600846.SH)发布公告,公司全资子公司上海同济建设有限公司收到西安中 新沁园房地产开发有限公司发出的中标通知书,上海同济建设有限公司中标西安河山锦绣府项目施工一 标段项目。 ...
钝刀子割肉!10年暴跌91.5%,9万股东每一次抄底都是深渊,股价仅剩1块6
Sou Hu Cai Jing· 2025-11-23 20:10
股市里最残酷的刑具,不是暴跌,而是阴跌。 一只股票可以连跌10年,股价从62元跌到1.62元,跌幅91.5%;另一只股票跌了18年,36万股东守着11倍市盈率的"廉价筹码",却等不来解套之日。 这些个股的K线图像一道斜坡,每次反弹都是诱多,每次抄底都是陷阱。 2025年的A股市场,仍有超过70只股票连续下跌超5年,涉及股东人数近百万人。 从62元到1.62元的财富蒸发 2015年6月,A股站上5178点高峰时,一家主营建筑施?的公司股价触及62元。 十年后,这家公司更名为"智能",转型纺织机械设备制造,股价却只剩2.6元,跌幅超95%。 期间,公司净利润从转型初期的8亿元峰值跌至亏损,2024年三季报再亏2.389亿元,同比亏损扩大101%。 股价在3元以下震荡4年,最低触及1.20元,9万股东人均浮亏超80%。 类似的案例遍布市场:重庆钢铁上市15年,股价从10.09元跌至1.52元,18万股东被困;中国铝业下跌18年,从60.10元跌至9.9元,最大跌幅96%;华丽家族 因石墨烯概念炒作后连续回调十年,股价从30.90元跌至3.16元。 这些股票的共性在于,下跌途中从不缺少抄底者。 京东方A拥有125.7 ...
【涨知识】@建筑施工企业,施工扬尘环境保护税了解一下案例分析及申报步骤
蓝色柳林财税室· 2025-11-22 01:22
Group 1 - The core viewpoint of the article emphasizes the importance of understanding construction dust and its associated environmental protection tax, highlighting the need for compliance in urban construction activities [2][3]. Group 2 - Construction dust is defined as the total suspended particles, inhalable particles, and fine particles generated during various construction activities, which contribute to air pollution [3]. Group 3 - The calculation of the environmental protection tax for construction dust is based on the formula: Taxable air pollutant equivalent = (Dust generation coefficient - Dust emission reduction coefficient) × Monthly construction area ÷ General dust pollution equivalent value, with the general dust pollution equivalent value set at 4 [4]. Group 4 - An example illustrates the calculation of the environmental protection tax, where a construction site with a monthly area of 8,000 square meters and specific dust control measures results in a taxable air pollutant equivalent of 1,336, leading to a tax amount of 1,603.2 yuan [6]. Group 5 - Taxpayers must declare and pay the environmental protection tax to the tax authority at the location of the construction project, with a general monthly calculation and quarterly declaration requirement [7]. Group 6 - The article outlines the steps for declaring the environmental protection tax through the electronic tax bureau, including logging in, selecting the tax type, and completing the necessary forms [8][9][10].
中国十九冶山东公司一项科技成果亮相全省科技创新成果转化应用交流会
Qi Lu Wan Bao· 2025-11-21 12:06
Core Insights - The Shandong Provincial Construction Industry Association held the second Technology Innovation Achievement Transformation Application Promotion and Exchange Conference in Jinan, showcasing innovative achievements from various enterprises [1] - The conference featured 93 achievements from 44 companies, focusing on green low-carbon construction, smart construction, and construction robotics, among other fields [1] - China 19th Metallurgical Corporation Shandong Company presented its "Roller-type Construction Site Vehicle Washing Device," which automates vehicle cleaning, significantly reducing resource consumption compared to traditional methods [1][2] Group 1 - The conference aimed to promote mutual learning and accelerate the transformation and application of technological achievements [1] - Over 360 representatives from construction enterprises, experts, and local construction industry association leaders attended the event [1] - The showcased achievements included innovations in green building materials, green construction, information technology, and energy efficiency in buildings [1] Group 2 - China 19th Metallurgical Corporation Shandong Company has increased its investment in technological research and development, emphasizing the cultivation and introduction of high-level talent [2] - The company has achieved multiple technological breakthroughs in key areas such as green construction and smart construction [2] - Future efforts will focus on integrating technological innovation with project practice, addressing fundamental and practical key technologies, and accelerating the transformation of research achievements to enhance core competitiveness [2]
浙江建投11月20日获融资买入3534.37万元,融资余额3.38亿元
Xin Lang Cai Jing· 2025-11-21 01:31
11月20日,浙江建投涨1.28%,成交额2.24亿元。两融数据显示,当日浙江建投获融资买入额3534.37万 元,融资偿还3334.36万元,融资净买入200.00万元。截至11月20日,浙江建投融资融券余额合计3.39亿 元。 截至9月30日,浙江建投股东户数8.90万,较上期增加0.88%;人均流通股12160股,较上期减少0.87%。 2025年1月-9月,浙江建投实现营业收入603.97亿元,同比增长2.78%;归母净利润1.51亿元,同比增长 8.30%。 分红方面,浙江建投A股上市后累计派现9.88亿元。近三年,累计派现3.24亿元。 机构持仓方面,截止2025年9月30日,浙江建投十大流通股东中,南方中证1000ETF(512100)位居第 六大流通股东,持股593.46万股,相比上期减少7.75万股。香港中央结算有限公司位居第七大流通股 东,持股451.59万股,相比上期减少196.85万股。华夏中证1000ETF(159845)位居第九大流通股东, 持股352.74万股,相比上期减少6600.00股。广发中证基建工程ETF(516970)位居第十大流通股东,持 股279.84万股,相比上期 ...