近日，刘晓庆被举报偷税漏税事件引发热议。5月15日，刘晓庆发文否认偷税，称法院已审理查明，其与王某所述借款无关，并出具裁定书。 当事人王先生对凤凰网《风暴眼》表示，自己和许可筠及其男朋友认识多年，当时从二人那里得知，刘晓庆珠宝公司资金链已经断裂，员工工资都发不 出，账上完全没有钱，从而引发了后续的借贷一事。 "许可筠当时在深圳，她表示只要疫情结束，刘晓庆做几场直播带货，把珠宝卖出去就能回笼资金，"王先生说，"2020年12月15日许可筠向我借的钱，钱 到账后，从2021年1月开始，刘晓庆就陆续转出资金。" 王先生对凤凰网《风暴眼》直言，自己至今不认识刘晓庆，因为自己对翡翠比较感兴趣，而许可筠又与刘晓庆合作创办了珠宝公司，因而产生了商业上的 往来。 据王先生回忆，当时许可筠以公司和个人名义向自己借款，承诺解封后就能变现价值上亿的翡翠来偿还，并表示三个半月内就能还清欠款，但"后来许可 筠一直钱不还，我就把珠宝公司起诉了，也胜诉了，后续在执行的过程中，才发现刘晓庆把钱和股权转走了。" 对此，刘晓庆在个人社交账号发布公开声明，正式回应冲上热搜的"刘晓庆被举报偷税"风波。她谴责"王某"恶意举报她偷税漏税，强调依法纳税是 ...

Group 1 - Liu Xiaoqing's Shanghai Yixi Cultural Media Center is facing allegations of tax evasion and financial misconduct, including borrowing 3.3 million yuan and transferring funds under the guise of "endorsement fees" [1] - The company reportedly lacks a physical location, employees, and has not paid social security, raising concerns about its legitimacy [1] - Liu Xiaoqing transferred 34% of the company's shares to a company using a false identity, further complicating the situation [1] Group 2 - Liu Xiaoqing publicly denied the allegations, claiming no connection with the accuser and asserting that the accusations are malicious [2] - The Shanghai tax authority has acknowledged receipt of the complaint and is currently investigating the matter [7] - Liu Xiaoqing has a history of tax-related issues, having previously faced significant legal troubles due to tax evasion, which resulted in her being detained for 422 days [8] Group 3 - As of now, Liu Xiaoqing is associated with ten companies, of which seven are in a suspended state, and only three are operational [8] - The Shanghai Yixi Cultural Media Center was established in June 2017 with a registered capital of 30,000 yuan and has reported zero employees for several years [8]

Core Insights - The company, led by Li Jiaxin, has successfully established a cultural media business in Dongying, leveraging the rise of Douyin (TikTok) to create a popular account that showcases the city's features and generates client interest [1][2] - The company has expanded into cultural and creative products, with a notable success being the "Kneeling Machine Shaking Toy," which achieved over one million in sales in 2024, indicating strong market demand and effective product positioning [1][2] Group 1 - The company was founded in 2019, coinciding with the boom of self-media platforms like Douyin, which was identified as a key opportunity for growth [1] - Initial operations began with a single iPhone, and within six months, the company produced its first viral video, leading to client acquisition and promotional video production [1] - The company faced challenges such as financial strain during the pandemic and considerations to cut the cultural product line, but perseverance led to continued growth [2] Group 2 - Government support played a crucial role in the company's early development, including a 150,000 yuan interest-free startup loan, a 20,000 yuan one-time subsidy, and an annual 10,000 yuan rental subsidy [2] - The company’s cultural products gained recognition, leading to promotional opportunities facilitated by the local tourism department, enhancing visibility and influence [2] - The founder's vision is to develop Dongying's cultural industry from the ground up, aiming to scale from zero to one and then to one hundred [2]

百万用户都在看 美国调整对华加征关税！ 利好突袭！外资，重大转变！ 特朗普，突传大消息！ 利好来袭！芯片、特朗普，突传重磅！ 巴基斯坦， 重大突发！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 来源：扬子晚报 责编： 王璐璐 校对：姚远 据扬子晚报报道，5月15日，74岁的演员刘晓庆被深圳的王先生实名举报涉嫌偷税漏税。王先生指控刘晓庆在 上海的全资公司上海弈熙文化传媒中心 通过开具增值税发票的方式规避个人所得税 。他提供了检举税收违法 行为记录单，显示刘晓庆涉及330万元的交易，用"形象代言费"名义将款项转入公司，随后开出低税率的增值 税发票，疑逃避高税率的个人所得税。 王先生称，目前上海市税务局第四稽查局已受理此案，将对刘晓庆及 相关公司展开调查。 2002年，刘晓庆曾因税务问题被拘留，但未被起诉 。对此，刘晓庆还没有做出回应。 企查查信息显示，刘晓庆名下关联10家企业，7家为吊注销状态，仅3家公司存续，行业均涉及文化、体育和娱 乐业。其担任被指控的上海弈熙文化传媒中心投资人角色，该公司成立于2017年6月，出资额3万元。 ...

Group 1 - The Zhengdong New District is organizing a job fair on May 17 to assist local companies in recruitment and promote employment in the region, featuring over 50 participating employers from various industries [1][2] - The job fair will offer more than 5,200 job positions across sectors such as IT, smart manufacturing, commercial services, agriculture, production manufacturing, biomedicine, cultural media, machinery, food, real estate, and education [1] - Employers will conduct on-site interviews and may issue job offers immediately, enhancing the efficiency of the recruitment process [1][2] Group 2 - A separate job fair targeting youth will also be held on the same day, providing over 11,700 job positions, primarily aimed at young talents, high-level professionals, recent graduates, and veterans [2] - The participating companies in the youth job fair span multiple industries, including computer science, environmental technology, education, mechanical manufacturing, digital intelligence, tourism, media, finance, law, hospitality, automotive, logistics, healthcare, agriculture, beauty, software, foreign trade, and food [2] - The job positions available will cover a wide range of professional categories, focusing on roles such as new media operations, project managers, operational directors, management trainees, e-commerce, technical positions, administrative roles, design, accounting, engineering, and internships [2][3]

Group 1 - The market has shown resilience in liquidity due to external risk expectations and strong policy support for medium to long-term capital inflow [1] - The performance of A-shares is expected to improve as financing may stop its outflow process, creating new opportunities for inflow when new themes emerge [1] - In Q1 2025, the revenue growth rate of all A-shares is expected to decline compared to Q4 2024, while the net profit growth rate is expected to turn positive, indicating significant improvement [1] Group 2 - On Thursday, the A-share market opened lower but experienced upward fluctuations, with the Shanghai Composite Index facing resistance around 3359 points [2] - The focus of policies has shifted towards expanding domestic demand, with attention on the implementation of fiscal policies and consumption stimulus measures [2] - The central bank has signaled easing, and the increase in financing balance is expected to support market liquidity, with ETF funds continuing to flow in [2] Group 3 - The three major indices collectively rose on Thursday, with the Shanghai Composite Index remaining above the 5-day moving average, indicating a short-term bullish trend [3] - A series of financial policies were released, signaling the start of new incremental policies aimed at enhancing economic resilience and stability [3] - More incremental policies are expected to be introduced, particularly in fiscal policy, domestic demand expansion, and stabilizing foreign trade [3]

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 通信传媒行业领涨 A 股小幅上行 ——市场分析 相关报告 《市场分析：防御行业走强 A 股震荡上行》 2025-05-07 《市场分析：成长行业领涨 沪指突破 3300 点》 2025-05-06 11793 《市场分析：成长行业领涨 A 股小幅整理》 2025-04-30 联系人： 李智 电话： 0371-65585629 证券研究报告-市场分析 发布日期：2025 年 05 月 08 日 投资要点： ◼ A 股市场综述 周四（05 月 08 日）A 股市场低开高走、小幅震荡上行，早盘股指低 开后震荡上行，盘中沪指在 3359 点附近遭遇阻力，午后股指维持震 荡，盘中通信设备、文化传媒、电池以及酿酒等行业表现较好；贵 金属、化肥、航运港口以及珠宝首饰等行业表现较弱，沪指全天基 本呈现震荡上扬的运行特征。创业板市场周四震荡上扬，创业板成 分指数全天表现强于主板市场。 ◼ 后市研判及投资建议 周四 A 股市场低开高走、小幅震荡上行，早盘股指低开后震荡上 行，盘中沪指在 3359 点附近遭遇阻力 ...

Core Viewpoint - A-shares showed a positive trend with major indices closing higher, indicating a stable market environment supported by policy and liquidity improvements [1][11]. Market Performance - The three major indices closed with gains: Shanghai Composite Index up 0.28% to 3352.00, Shenzhen Component Index up 0.93% to 10197.66, and ChiNext Index up 1.65% to 2029.45 [2][1]. Sector Performance - The military industry sector led the gains, with stocks like AVIC Chengfei, Runbei Aerospace, and Aerospace Changfeng hitting the daily limit [4][5]. - The compressor concept stocks experienced a collective surge, with companies such as Magv Technology and Xinlei Co. seeing significant price increases [6]. Capital Flow - Main capital inflows were observed in communication equipment, cultural media, and consumer electronics sectors, while semiconductor and internet service sectors faced outflows [7]. - Notable net inflows included Ningde Times (8.17 billion), New Yi Sheng (6.78 billion), and沃尔核材 (6.59 billion) [8]. - Stocks facing significant net outflows included Hongbaoli (8.36 billion), Huasheng Tiancai (5.55 billion), and Changshan Beiming (4.86 billion) [9]. Institutional Insights - CITIC Construction noted that the market is stabilizing with improved liquidity and policy support, suggesting a focus on domestic circulation and technological innovation for future strategies [11]. - Shanghai Securities highlighted that the current market performance exceeds expectations, with positive sentiment and limited downside potential, attracting international capital [11]. - Founder Securities mentioned a rebound in polysilicon prices, indicating potential stabilization in that sector [12].

国泰海通证券认为，1)股市贴现率进入向下走廊，继续看好中国A/H股市。2)货币先行明确支持经济立 场，股市风险溢价下降。3)推动资本市场改革，投资中国股市的机会成本下降，无风险利率降低。4)中 国股市升势远未结束，新兴科技是主线，金融周期是黑马。在外需压力验证的关键时间窗口，决策层再 度明确扭转经济形势与支持资本市场的决心，中国政策的连续性将稳定风险前景。 中原证券认为，周三A股市场高开低走、小幅震荡上行，盘中航天航空、农牧饲渔、交运设备以及贵金 属等行业表现较好；游戏、互联网服务、半导体以及文化传媒等行业表现较弱。政策重心转向扩大内 需，本月重点关注财政政策落地及消费刺激措施。央行释放宽松信号，汇金增持托底市场，融资余额有 望回升，ETF资金持续流入提供流动性支撑。预计短期市场以稳步震荡上行为主，市场或延续政策与业 绩双轮驱动的结构性行情，投资者需平衡防御与成长，聚焦业绩确定性高、政策催化明确的板块，同时 警惕外部风险引发的短期波动。 财信证券认为，周三大盘高开后震荡，多数个股冲高回落，反映出当前位置压力较大，不过周三全天市 场的承接动能相对较好，特别是尾盘阶段大盘再度上涨，反映出资金仍具备一定信心。短期内 ...

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 防御行业走强 A 股震荡上行 ——市场分析 相关报告 《市场分析：成长行业领涨 沪指突破 3300 点》 2025-05-06 《市场分析：成长行业领涨 A 股小幅整理》 2025-04-30 《市场分析：汽车互联网行业领涨 A 股震荡 整固》 2025-04-29 联系人： 李智 风险提示：海外超预期衰退，影响国内经济复苏进程；国内政 策及经济复苏进度不及预期；宏观经济超预期扰动；政策超预期 变化；国际关系变化带来经济环境变化；海外宏观流动性超预期 收紧；海外波动加剧。 本报告版权属于中原证券股份有限公司 www.ccnew.com 请阅读最后一页各项声明 第1页 / 共7页 11784 电话： 0371-65585629 证券研究报告-市场分析 发布日期：2025 年 05 月 07 日 投资要点： ◼ A 股市场综述 周三（05 月 07 日）A 股市场高开低走、小幅震荡上行，早盘股指高 开后震荡回落，盘中沪指在 3328 点附近获得支撑，午后股指维持震 荡，尾盘再度回升，盘中航天航空 ...