2025年度今日资讯：四川中烟工业有限责任公司2025-2028年卷接设备机械类备品备件寄售采购 四川省 2025-05-26 受四川中烟工业有限责任公司（招标人）委托，拟对四川中烟工业有限责任公司2025-2028年卷接设备机械类备品备件寄售采购进行国内公开招标，欢迎符 合要求的投标人前来参加投标。 四、招标项目简介： 3、截至本项目投标截止时间，被列入"信用中国"网站、"中国政府采购网"网站中任一网站的失信被执行人名单或重大税收违法案件当事人名单或政府采购 严重违法失信行为记录名单的； 4、截至本项目投标截止日前三年内，在"中国裁判文书网"网站显示有行贿行为记录的； b.在劳动保护、节能减排与生态环境保护方面符合国家规定要求，未被纳入安全生产"黑名单"或环境违法"黑名单"； c.没有因为行贿行为以及其它违法失信行为被评为烟草行业或其它行业不合格供应商的不良记录； 注：单位负责人为同一人或者存在控股、管理关系的不同单位，不得同时参加本项目的投标活动。被烟草行业列入行贿行为或四川中烟工业有限责任公司列 入不良行为名单的单位，不接受参与本项目投标报名。 六、具有以下情形之一的投标人，禁止参加本次投标： 1、截至 ...

Investment Rating - Industry rating is maintained as "Outperform the Market" [9] Core Insights - The new tobacco market continues to grow, with heated tobacco products leading in market size and nicotine pouches experiencing the fastest growth [2][3] - The global tobacco market is undergoing significant changes, with Japan's tobacco business expanding rapidly [4] - The global supply of tobacco leaves is facing shortages, leading to widespread price increases across the industry [14] Summary by Sections Electronic Cigarettes - In 2024, global e-cigarette sales are projected to reach $23.04 billion, a year-on-year increase of 9.5% [3] - Sales of disposable e-cigarettes grew by 18.9% to 840 million units, generating $6.42 billion in revenue, up 19.6% [3] - Open system e-cigarettes saw sales of 85.16 million devices and 12.23 million liters of e-liquid, with revenues of $2.62 billion and $5.49 billion respectively [3] Traditional Tobacco Products - Traditional oral tobacco products, including chewing and snuff tobacco, are experiencing a decline, with 2024 sales expected to drop by 0.8% to 115,000 tons [3] - Revenue from traditional oral tobacco is projected to decrease by 0.1% to $13.82 billion [3] Nicotine Pouches - Nicotine pouch sales are expected to grow by 36.9% to 21.23 billion pouches in 2024, with revenue reaching $11.25 billion, a 51.0% increase [3] - The United States leads in nicotine pouch sales with 13.88 billion pouches sold [3] Heated Tobacco Products - Sales of heated tobacco products are projected to grow by 12.7% to $38.85 billion in 2024 [3] - The volume of heated tobacco devices sold is expected to increase by 11.7% to 45.26 million units, with revenue rising by 14.7% to $2.44 billion [3] Company Performance - Philip Morris International reported a net income of $14.66 billion from its smoke-free products, a 14.2% increase, accounting for 38.7% of total revenue [5] - British American Tobacco's Vuse e-cigarette sales declined by 5.9% to 616 million units, impacted by illegal disposable e-cigarettes in the U.S. [6] - Japan Tobacco's Ploom brand heated tobacco sales grew by 24.2% to 218,000 boxes, primarily driven by the Ploom X model [7] Market Dynamics - The global tobacco market is experiencing intense competition, with multinational companies showing divergent growth patterns [4] - The supply chain for tobacco is under pressure due to climate-related shortages and rising prices [14]

欢迎扫描下方二维码关注： @纳税人朋友，2024年度企业所得税汇算清缴您完成了吗？2025年1月1日至5月31日，纳税人需要办理2024年度企业所得税汇算清缴。 尚未完成的纳税人请抓紧时间办理！税务部门持续为纳税人提供事中风险提示服务。面对这些疑点提示该如何进行应对，从而防控自己的 纳税风险呢？今天梳理了 9个常见问题 ，希望对您有所帮助。 我公司是电子烟生产企业，2024年发生了研发费用，可以享受研发费加计扣除政策吗？ 答： 根据《财政部 国家税务总局 科技部关于完善研究开发费用税前加计扣除政策的通知》（财税〔2015〕119号）规定， 不适用研发费用加计 扣除政策的行业 包括 烟草制造业、住宿和餐饮业、批发和零售业、房地产业、租赁和商务服务业、 娱乐业、财政部和国家税务总局规定的其 他行业。 上述行业目前以《国民经济行业分类（GB/T4754-2017）》为准，并随之更新。 国家统计局已明确电子烟生产企业属于烟草制造业。因此，电子烟生产企业按规定 不能适用 研发费用加计扣除政策。 我公司今年发生了创意设计活动，可以享受研发费用加计扣除优惠吗？应该如何填报汇缴申报表呢？ 答： 根据《财政部 国家税务总局 科 ...

（文章来源：新华财经） 1至4月，成都市社会消费品零售总额3644.6亿元，同比增长6.1%。按经营单位所在地分，城镇消费品零 售额3204.6亿元，增长6.1%；乡村消费品零售额440.0亿元，增长6.4%。 按消费类型分，餐饮收入449.3亿元，同比增长4.5%；商品零售3195.3亿元，增长6.4%。从热点商品 看，限额以上企业（单位）通讯器材类零售额同比增长125.0%，金银珠宝类增长19.7%，家用电器和音 像器材类增长19.1%，体育娱乐用品类增长17.5%，粮油食品饮料烟酒类增长14.4%。 此外，1至4月，成都市外贸进出口总额2759.8亿元，同比增长11.2%。其中，出口总额1610.8亿元，增 长11.9%；进口总额1149.0亿元，增长10.1%。 新华财经成都5月23日电 成都市统计局23日发布数据显示，今年1至4月，成都市规模以上工业增加值同 比（下同）增长8.1%。分经济类型看，集体企业增长24.9%，股份制企业增长6.0%。 分行业看，37个大类行业中有25个行业增加值实现增长。其中，汽车制造业增长27.4%，计算机、通信 和其他电子设备制造业增长18.8%，电气机械和器材制造业 ...

根据瑞银的模型，4 月 2 日关税公告后，美股市场迅速按照衰退体制进行定价，同时排除了 "金发姑娘"（经济温和增长）体制的可能性。目前这一趋势已 逆转，金发姑娘体制的概率已回升至 3 月的平均水平。 几乎所有行业的销售和盈利预期均有所下调，但调整节奏已放缓。下调幅度最大的行业包括汽车、耐用消费品和建筑材料。盈利评分的离散度表明市场存 在阿尔法机会。 估值：远期市盈率大多反弹，重回 "增长乐观" 区间 美国股市估值仍高于全球其他地区，以美元计价的盈利表现仍比欧洲高出 10%，高于长期趋势。 短期来看，市场表现显著低于瑞银的叙事雷达模型预期，但这种差距更可能由模型的未知因素解释，因为走势总体仍具相关性。 情绪：公用事业和必需消费品板块维持积极情绪 瑞银拥挤度数据（如 13-F 报告和全行业机构经纪数据）显示，美国市场持续存在超配多头头寸，尽管已低于 3 月峰值。从消费周期股（耐用消费品和汽 车）向防御性板块（如必需消费品）的显著轮换尚未完全回归常态。与年初相比，科技硬件板块的拥挤度显著上升。主动管理型基金的贝塔配置仍处于低 位。 图 1：REVS 模型对公用事业和通信服务板块维持积极评价 —— 覆盖中的股票 瑞银 ...

Core Viewpoint - The article emphasizes the importance of financial security for cigarette retailers and highlights the proactive measures taken by the Wuhan Tobacco Qiaokou Marketing Department to help retailers combat increasing scams [1] Group 1: Regular Financial Security Reminders - Customer managers consistently remind retailers to be cautious of scams, reinforcing the importance of financial security during their visits [2] - Retailers have shown increased awareness and vigilance against scams through repeated reminders and discussions about recent fraud cases [2] Group 2: Scam Identification - The marketing department actively monitors new scam tactics and updates retailers with relevant information [3] - Customer manager Xiao Wang informed retailers about a new "express delivery compensation" scam, educating them on how to verify such claims [3] Group 3: On-Demand Financial Security Consultation - Customer managers are readily available to assist retailers in identifying potential scams, providing timely advice and support [4] - Retailers frequently reach out for help regarding suspicious messages, and customer managers respond promptly to prevent financial losses [4] Group 4: Financial Value-Added Services - The marketing department facilitates access to financial services, such as loans, to help retailers manage cash flow issues [5] - Customer managers work closely with banks to ensure that trustworthy retailers receive the necessary financial support [5]

证券代码：000812 证券简称：陕西金叶 陕西金叶科教集团股份有限公司 投资者关系活动记录表 编号：2025-01 | | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系 | □媒体采访√业绩说明会 | | 活动类别 | □新闻发布会□路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 20 日 (周二) 下午 14:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 1、董事局主席兼总裁袁汉源先生 | | | 2、独立董事张敬先生 3、独立董事李伟先生 | | 上市公司接待 | 4、独立董事王超女士 | | 人员姓名 | 5、董事兼财务总监熊汉城先生 | | | 6、副总裁秦忠先生 | | | 7、副总裁 冯涛先生 | | | 8、董事局秘书闫凯先生 | | | 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复 ...

智通财经5月21日电，吉林省长春市中级人民法院一审公开宣判工业和信息化部原党组成员，国家烟草 专卖局原党组书记、局长，中国烟草总公司原总经理凌成兴受贿、国有公司人员滥用职权案，对被告人 凌成兴以受贿罪判处有期徒刑十三年，并处罚金人民币四百万元，以国有公司人员滥用职权罪判处有期 徒刑五年，决定执行有期徒刑十六年，并处罚金人民币四百万元；对追缴在案的凌成兴受贿犯罪所得财 物及孳息依法上缴国库，不足部分继续追缴。 受贿数额特别巨大、滥用职权 国家烟草专卖局原局长凌成兴一审被判十六年 ...

Group 1 - The core index, the China Securities Hong Kong-Shenzhen Connect Leisure Index, has shown a recent increase of 1.28% over the past month, but a decline of 2.96% over the last three months, and a year-to-date increase of 0.93% [1] - The index is based on the comprehensive index samples of the Hong Kong-Shenzhen Connect and the China Securities Hong Kong-Shenzhen 500 Index, reflecting the overall performance of securities listed in the Hong Kong, Shenzhen, and Shanghai markets [1] - The top ten holdings in the index include Tencent Holdings (13.02%), Kweichow Moutai (11.14%), Meituan-W (8.38%), and Wuliangye (7.38%) [1] Group 2 - The index's holdings are primarily concentrated in the media sector (41.59%), followed by food, beverage, and tobacco (35.38%), and consumer services (21.05%) [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - In case of special circumstances, temporary adjustments to the index samples may occur, such as when a sample company is delisted or undergoes mergers or acquisitions [2]

Group 1 - The article emphasizes that increasing tobacco product tax rates is the most effective method to curb tobacco and cigarette consumption, with Nepal having the lowest comprehensive tax rates in South Asia [1] - The Deputy Secretary of the Ministry of Health and Population, Gopikrishna Regmi, noted that despite high inflation, tobacco and cigarette prices have not increased due to low taxes, making it easy for smokers to purchase cigarettes [1] - The article references a study from the Nepal National Cancer Research Center indicating that a 10% increase in tobacco product prices would lead to a 5% decrease in consumption [1] Group 2 - The spokesperson for the Ministry of Finance stated that although tobacco and cigarette tax rates are low, they have increased by 300% over the past decade, with at least a 10% increase each year [1] - The Chairman of Action Nepal highlighted that Nepal has the lowest tobacco tax rates in South Asia, suggesting that both the health hazard tax and the consumption tax should be raised to around 32% [1] - The article cites a 2023 report from the Health Rights and Tobacco Control Network Nepal, showing that South Asian countries have significantly higher tobacco product tax rates, with Sri Lanka at 77%, Bangladesh at 73%, Pakistan at 61%, and India at 58% [2]