Group 1 - The U.S. stock market showed mixed performance with the Dow Jones down 0.19%, S&P 500 down 0.02%, and Nasdaq up 0.29% as of October 2 [1] - The semiconductor sector strengthened, with the Philadelphia Semiconductor Index rising 1.7% to a new historical high, and notable individual stocks like ASML and AMD increasing over 2% [2] - Alibaba's U.S. stock price target was raised by JPMorgan from $170 to $245, citing growth in cloud computing and e-commerce as key drivers for higher valuation [3] Group 2 - Significant inflows into Alibaba's Hong Kong stock were noted, with a net buying amount of approximately 757.09 billion HKD in September, which is ten times that of Tencent Holdings [3] - Major international institutional investors and sovereign funds have been increasing their stakes in Alibaba, with notable investments from Ark Invest and the Norwegian Sovereign Fund [4] - Precious metals experienced a sharp decline, with spot gold dropping 0.92% to $3829.639 per ounce and spot silver decreasing by 2.27% to $46.245 per ounce [4]

南都讯 记者林敏儿 9月29日，罗湖区与微软出海广告代理易点天下网络科技股份有限公司签署战略合作 协议，并启用深圳出海中心。据悉，该中心将引入微软作为核心技术与品牌赋能方，为企业提供从数字 化转型、合规出海到全球营销推广的一站式、全链条服务。 在配套服务方面，提供全球数字营销、社交媒体推广、海外品牌建设等专业服务，并开展运营管理、融 资策略、人力资源等专项培训，旨在帮助企业构建完善的国际化管理体系，全面提升其在国际市场上的 综合竞争力与可持续优势。 在推动产业转型升级方面，该中心将聚焦现代服务业、数字经济、人工智能、时尚设计、低空经济、生 命健康等新兴产业，吸引一批具备全球资源配置能力的总部企业、高端服务机构和创新主体落地罗湖， 致力于打造成为汇聚信息流、技术流、资本流、人才流的新平台。 罗湖作为深圳服务业高度集聚的中心城区，拥有罗湖、文锦渡、莲塘三大口岸以及深圳火车站、罗湖北 站"双高铁"枢纽及6000多家货代物流企业构成的成熟产业生态。同时，打造了"一平台、一队伍、线上 线下双通道"的服务模式。 2025年3月，罗湖区企业出海综合服务平台正式挂牌成立。当前，其线上平台已提供138项专业服务，线 下通过"百 ...

Group 1: Education Sector - The Ministry of Education and the Ministry of Finance plan to recruit 7,000 retired teachers for the 2025 Silver Age Teaching Program, focusing on retired principals, researchers, and senior teachers under the age of 65 [1] Group 2: Transportation Sector - During the National Day and Mid-Autumn Festival holiday, the expected number of waterway passengers is projected to reach 12.5 million, representing an 11.6% year-on-year increase, with a peak expected on October 4 and 5 [1] Group 3: Economic Policy - The National Development and Reform Commission has allocated 69 billion yuan in special long-term bonds to support the consumption upgrade program, with a total of 300 billion yuan allocated for the year [2] - The Ministry of Finance and the Ministry of Commerce announced a plan to support around 15 cities in building an international consumption environment, with financial subsidies of 200 million yuan for major cities and 100 million yuan for others [4] Group 4: Manufacturing Sector - The manufacturing Purchasing Managers' Index (PMI) for September is reported at 49.8%, indicating a 0.4 percentage point increase from the previous month, marking two consecutive months of growth [5] - The equipment manufacturing PMI stands at 51.9%, while the consumer goods manufacturing PMI has reached 50.6%, the highest level this year [5] Group 5: Internet Industry - From January to August, the revenue of large-scale internet enterprises reached 1,285.9 billion yuan, showing a year-on-year growth of 2.2%, with profit margins declining at a slower rate [6] Group 6: Transportation Regulation - As of August, the compliance rate for ride-hailing orders in 24 major cities exceeded 80%, with a total of 393 ride-hailing platforms licensed [7]

Core Insights - Multinational operations are essential for large enterprises to engage in international competition and become world-class companies, especially under the challenges posed by the complex external environment and economic globalization since the "14th Five-Year Plan" [1] Group 1: Scale and Growth - The threshold for entering the top 100 Chinese multinational companies has increased from 10.939 billion to 22.173 billion, more than doubling since the "14th Five-Year Plan" [1] - Overseas operating revenue has grown from 6.15 trillion to 9.07 trillion, indicating a significant enhancement in market expansion capabilities [1] Group 2: Structural Optimization - The rise of new enterprises, represented by the "new three types," has expanded the breadth and depth of multinational development, with 15 companies in advanced manufacturing sectors like automotive and renewable energy joining the top 100 by 2025, an increase of 3 from the end of the "13th Five-Year Plan" [2] - The number of companies in modern service industries, such as internet services and logistics, has increased to 6, up by 5 from the end of the "13th Five-Year Plan" [2] Group 3: Business Models - Large enterprises are leveraging their hub and platform advantages to drive cluster development across the entire industry and supply chain, establishing both physical "Chinese industrial parks" and digital "industrial parks" [2] - The integration of "artificial intelligence+" is enhancing the supply chain service system, supporting the robust growth of cross-border e-commerce and facilitating the upgrade from "Made in China" to "Chinese brands" [2] Group 4: Technological and Standardization Advancements - The number of invention patents held by the top 100 Chinese multinational companies has increased from 473,000 to 763,000, a growth of approximately 61%, while participation in standard-setting has risen from 53,000 to 62,000, a growth of about 17% [3] - Leading companies in information technology services are transitioning from participants to enablers and shapers in international digital ecological governance by exporting mature business models and technical standards [3] Group 5: Contributions and Responsibilities - Large enterprises are committed to the principle of "consultation, construction, and sharing," actively taking on social responsibilities and pursuing global win-win outcomes, thereby creating jobs and improving livelihoods in host countries [3] - The process of international cooperation is being strengthened through "hard connectivity," "soft connectivity," and "heart connectivity," contributing to the construction of a community with a shared future for mankind [3] Group 6: Future Directions - Large enterprises face multiple tasks, including expanding the breadth of "going out," deepening "going in," and enhancing "going up" in international competition [4] - Key strategies include strengthening core technology development, resource integration, participation in global rule-making, and deepening localization efforts to respect local cultures and laws [4]

记者29日从国家税务总局了解到，随着互联网平台企业将于10月1日起首次正式报送平台内经营者和从 业人员的身份信息、收入信息，国家税务总局将依法严查个别平台借机向外卖员、快递员等各类"小 哥"变相收费等违法违规行为。 为减轻平台内从业人员在个人所得税预扣预缴环节的负担，国家税务总局还专门出台配套公告，明确了 对包括外卖员、快递员等各类"小哥"在内的平台内从业人员取得的劳务报酬所得，采用累计预扣法来预 扣预缴税款。 "按照公告规定的累计预扣法来计算，对实际月收入在6250元以下的平台上各类'小哥'无需预扣税 款。"中国政法大学财税法研究中心主任施正文说，即便月收入高于6250元被暂时预扣了小额税款，在 次年的年度汇算时，还可以申报享受3岁以下婴幼儿照护、子女教育、赡养老人、住房租金等扣除项 目，并依法申请退税。 公告还明确，从业人员自互联网平台企业取得的服务收入，可按规定享受增值税小规模纳税人月销售额 10万元以下免征增值税等税费优惠政策，不需再按次申报缴纳增值税。 "对于平台各类涉税违法违规行为，税务部门将依法查处，切实保护平台内从业人员合法权益，促进平 台经济持续健康发展。"国家税务总局征管和科技发展司上述负 ...

Core Points - The 2025 World Cantonese Business Conference was held in Guangzhou, aiming to unite global Cantonese business forces and promote high-quality development in the Greater Bay Area [8][10] - Three lists were released: "Top 100 Private Enterprises in Guangdong 2025," "Top 100 Private Manufacturing Enterprises in Guangdong 2025," and "Top 50 Private Service Enterprises in Guangdong 2025" [9] - The threshold for entering the "Top 100 Private Enterprises in Guangdong" list was set at 12.332 billion yuan, with 4 companies exceeding 400 billion yuan in revenue and 12 exceeding 100 billion yuan [9] Summary of Lists - The top companies in the "Top 100 Private Enterprises in Guangdong" include Huawei Investment Holding Co., Ltd. with revenue of 862.072 billion yuan, BYD Co., Ltd. with 777.102 billion yuan, and Tencent Holdings Ltd. with 660.257 billion yuan [7] - In the "Top 100 Private Manufacturing Enterprises," Huawei, BYD, and Midea Group Co., Ltd. lead the list, with revenues of 862.072 billion yuan, 777.102 billion yuan, and 409.084 billion yuan respectively [7] - The "Top 50 Private Service Enterprises" is led by Tencent Holdings Ltd. with 660.257 billion yuan, followed by SF Holding Co., Ltd. with 284.420 billion yuan [7] Investment and Economic Impact - The conference attracted nearly a thousand representatives from global Cantonese businesses, resulting in 24 signed projects worth 44.458 billion yuan, covering sectors like artificial intelligence and semiconductors [10] - The Guangdong Provincial Federation of Industry and Commerce initiated a survey to rank large-scale private enterprises based on their 2024 revenue [9] Global Cantonese Business Initiative - The "Global Cantonese Business Cooperation Initiative" was launched, calling for collaboration among global Cantonese businesses to enhance competitiveness and innovation [11][12][13] - The initiative emphasizes the importance of integrating into the Greater Bay Area's development and contributing to high-quality growth in Guangdong [14][15] Notable Statements - TCL's chairman highlighted the company's investment of 82.5 billion yuan in Guangdong over the past five years and its focus on global business expansion [16] - The chairman of the Hong Kong Chinese General Chamber of Commerce noted that the total import and export volume between Guangdong and Hong Kong reached 566.85 billion yuan, reflecting a 7.9% increase [18]

Core Viewpoint - The implementation of the new tax reporting regulations for internet platform workers, effective from October 1, 2023, will not increase the tax burden for delivery personnel and other service workers earning below 120,000 yuan annually [1][3]. Tax Reporting Regulations - Internet platform companies are required to report the identity and income information of their operators and workers, but delivery personnel and service workers earning below 120,000 yuan are exempt from reporting their income [1][2]. - The new regulations aim to provide tax benefits and reduce the tax burden for platform workers, particularly in the area of personal income tax withholding [2][4]. Tax Calculation Method - The new cumulative withholding method allows for a higher deduction of 20% and a monthly exemption of 5,000 yuan, with a progressive tax rate ranging from 3% to 45% applied thereafter [2][3]. - Workers with monthly incomes below 6,250 yuan will not be subject to withholding tax, and those with higher incomes may claim deductions for various expenses during annual tax reconciliation [3]. Additional Tax Benefits - The regulations also include provisions for value-added tax (VAT) exemptions for small-scale taxpayers, allowing service income below 100,000 yuan per month to be exempt from VAT [4]. - The tax authorities will monitor and address any illegal practices by platforms that may attempt to impose additional fees on workers under the guise of tax withholding [4].

据了解，基于首阶段沙盒计划运营经验及市民需求反馈，美团将原本的香港马鞍山公园的航线，升级至 大埔海滨公园内。起点位于香港科学园，降落点在海对岸的大埔海滨公园码头钓鱼区。9月28日开始， 美团无人机在深圳的多条航线开启夜间配送。在深圳人才公园、海风运动公园等夜间游玩热点区域，美 团无人机配送服务已延长至每日20时。 北京商报讯（记者 魏蔚）9月29日，美团无人机香港常态化配送服务完成全面升级：在全新开通大埔海 滨公园航线的基础上，启用全港首个防风防水智能机场，并实现多架无人机同步作业。同期，美团无人 机在深圳多条航线上线夜间配送服务。这是国内首次将无人机技术应用于夜间即时零售配送场景。 ...

Group 1 - The "Top 100 Private Enterprises in Guangdong Province 2025" list was released, with Huawei ranking first, followed by BYD and Tencent, all exceeding 660 billion RMB in revenue for 2024 [1] - The entry threshold for the "Top 100 Private Enterprises in Guangdong Province 2025" was set at 12.33 billion RMB, with four companies exceeding 400 billion RMB, twelve exceeding 100 billion RMB, and sixty-six exceeding 20 billion RMB in revenue for 2024 [1] - The revenue figures for the top three companies are: Huawei at 862.072 billion RMB, BYD at 777.102 billion RMB, and Tencent at 660.257 billion RMB [1] Group 2 - The entry threshold for the "Top 100 Private Manufacturing Enterprises in Guangdong Province 2025" was 5.68 billion RMB, with seven companies exceeding 100 billion RMB and forty-three exceeding 20 billion RMB in revenue for 2024 [2] - The entry threshold for the "Top 50 Private Service Enterprises in Guangdong Province 2025" was 7.19 billion RMB, with four companies exceeding 100 billion RMB and twenty-one exceeding 20 billion RMB in revenue for 2024 [2]

截至发稿，张洪磊累计任职时间4年24天，现任基金资产总规模1.57亿元，任职期间最佳基金回报 43.26%， 任职期间最差基金回报-13.4%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，国新国证基金旗下1只基金重仓开普云。国新国证新利A（001797）二季度持有股数3000 股，占基金净值比例为0.94%，位居第十大重仓股。根据测算，今日浮盈赚取约2.68万元。 国新国证新利A（001797）成立日期2015年9月2日，最新规模1902.33万。今年以来收益9.54%，同类排 名5868/8244；近一年收益12.14%，同类排名6241/8080；成立以来亏损15%。 国新国证新利A（001797）基金经理为张洪磊。 9月29日，开普云涨5.11%，截至发稿，报184.00元/股，成交2.44亿元，换手率1.99%，总市值124.23亿 元。 资料显示，开普云信息科技股份有限公司位于广东省东莞市南城区东莞大道428号寰宇汇金中心凯旋 ...