以目换新政策 友崇数据显示 I至II月 同比增长 20.3% 手机等通信设备零售业 销售收入 26.5% 冰箱等日用家电零售业 销售收入 新能源汽车消费也持续向好 市场活跃度持续走强 新能源乘用车销售收入19.1% 同比增长 文旅融合发展 个断激发新的消费活力 发票数据显示 I至II月 文艺创作与表演、电影放映销售收入 同比分别增长15.6%和19.1% 并与旅游产业融合 带动沉浸式、场景式旅游消费蓬勃发展 同比增长 29.4% 10.8% 旅行社及相关 名胜风景区 休闲观光活 服务销售收入 销售收入 动销售收入 消费是扩大内需、拉动增长的主要动力。从税收大数据来看，今年以来，在国家一系列提振消费政策的支持以及消费新 场景、新模式带动下，我国消费市场呈现出不少积极变化。 体育领域 发票数据显示 交生以求 I至II月 各地体育赛事不断增多 由此带来的"赛事经济"产出也随之增加 拉动消费的乘数效应明显 同比增长 体育会展 体育用品及 器材零售 服务 健康类消费 and the may be the may 发票数据显示 I至II月 同比增长 14.1% 90 保健辅助治疗 健康咨询服 务销售收入 器材零售收入 来 ...

Core Insights - The overall economic operation in China is stable and improving, with manufacturing playing a crucial role as a "ballast stone" for the economy, maintaining a tax revenue share of around 30% [2][3] - High-tech industries have shown significant growth, with sales revenue increasing by 14.7% year-on-year, particularly in smart equipment manufacturing, which grew by 28.2% [2][3] Group 1: Manufacturing Sector Performance - High-tech industries are experiencing rapid growth, with high-tech service revenue up by 17.2% and high-tech manufacturing revenue up by 11.1% [4] - The manufacturing sector is undergoing a transformation with three key trends: acceleration in high-end development, increased automation investment (up 14.2%), and a shift towards greener practices [3][4] - Traditional industries are also enhancing their quality, with R&D investment from key tax source enterprises increasing by 12.3% [4] Group 2: Consumer Market Dynamics - Consumer demand is being stimulated by policies such as the trade-in program, with retail sales in mobile devices and home appliances growing by 20.3% and 26.5% respectively [5][6] - The tourism and cultural sectors are thriving, with sales in cultural performances and film screenings increasing by 15.6% and 19.1% [6] - The number of travelers benefiting from tax refunds has surged by 285%, with sales and refund amounts also seeing significant increases [6][7] Group 3: Taxation and Regulatory Improvements - The tax authority has streamlined cross-regional tax services, leading to a nearly fourfold increase in cross-regional tax business handled [8][9] - Over 7,000 domestic and foreign platforms are complying with tax information reporting obligations, resulting in a 12.7% increase in tax payments from platform operators [9] - The share of inter-provincial trade sales in total sales revenue has reached 41.1%, reflecting improved cross-regional economic activity [8]

12月8日，国家税务总局举行例行新闻发布会。发布会公布的数据显示，今年1—11月，全国税务部门组 织税费收入超过29万亿元。 企业设备投资力度加大，前11个月全国企业采购机械设备金额同比增长10.7%，反映出市场主体对未来 发展的信心。制造业税收收入占比稳定在30%左右，发挥了经济"压舱石"的作用。 税收数据折射经济高质量发展韧性与活力 从税收大数据看，今年我国经济高质量发展主要呈现四个特点。国家税务总局副局长蔡自力介绍，一是 经济形势稳中向好。1—11月份，全国企业采购机械设备金额同比增长10.7%，反映企业设备投资力度 加大；纳入消费品以旧换新政策支持范围的家电、通信零售业销售收入同比分别增长26.5%和20.3%； 全国税务部门为企业办理出口退税同比增长6.8%。 得益于经济稳中向好以及资本市场活跃等因素带动，1—11月份税务部门征收税费收入超过29万亿元， 其中税收收入(未扣除出口退税)超过16万亿元，同比增长3.1%；社保费收入超过8万亿元，同比增长 4.9%；国有土地使用权出让收入、矿产资源专项收入等非税收入近5万亿元，同比小幅下降。 二是经济结构不断优化。蔡自力指出，从产业结构看，制造业"压舱石 ...

严禁平台企业向各类"小哥"等人员转嫁涉税义务增加其负担；前11个月制造业税收收入占比稳定在30% 左右。 12月8日，国家税务总局举行例行新闻发布会，以下是发布会要点汇总。 前11个月税务部门查处1818名包括明星网红在内的"双高"人员 国家税务总局政策法规司司长戴诗友介绍，今年前11个月，税务部门共查处3904户高风险加油站，查补 税款41.63亿元；查处1818名包括明星网红在内的"双高"人员，查补税款15.23亿元。 此外，税务部门积极支持引导纳税人主动纠正失信行为。今年以来，共有1168户重大税收违法失信主体 采取自我改正措施后，实现了信用修复，提前移出"黑名单"，同比增长40%；超过1300件经核查未发现 检举人反映的涉税问题，各地税务部门均依法出具了无问题税务稽查结论。 1至11月，新能源乘用车销售收入同比增长19.1% 国家税务总局总经济师、新闻发言人荣海楼表示，发票数据显示，今年1至11月，手机等通信设备零售 业、冰箱等日用家电零售业销售收入同比分别增长20.3%和26.5%，反映促消费政策效应持续释放。新 能源汽车消费持续向好，市场活跃度持续走强，1至11月，新能源乘用车销售收入同比增长19 ...

Group 1 - The core viewpoint of the articles highlights the positive impact of the "Two New" policies on consumer goods and industrial equipment, leading to significant sales growth in sectors like home appliances and machinery [1][2][3] - Retail sales in the home appliance sector, such as refrigerators, increased by 48.3%, while sales of home audio-visual equipment, like televisions, rose by 26.8% year-on-year in the first three quarters of the year [1] - The investment in machinery and equipment by industrial enterprises grew by 9.4% year-on-year, indicating a robust trend in equipment upgrades [1] Group 2 - The implementation of the "Two New" policies has been supported by substantial fiscal spending, with national public budget expenditures reaching 20.81 trillion yuan, including 710.5 billion yuan for science and technology, which grew by 6.5% [1] - Local governments are tailoring support policies and optimizing subsidy processes to ensure the smooth execution of the "Two New" policies, with examples from Shandong and Chongqing showcasing targeted financial support for equipment upgrades and digital transformation [2] - The "Two New" policies are expected to enhance product quality and production efficiency, driving the digital, networked, and intelligent transformation of traditional industries, thereby promoting consumption upgrades and new urbanization [3]

Core Insights - The acceleration of equipment updates and the effectiveness of the consumer goods replacement policy are notable trends in the first three quarters of this year [1] Group 1: Equipment Updates - The total amount spent by industrial enterprises on machinery and equipment increased by 9.4% year-on-year [1] - High-tech manufacturing sector saw a 14% year-on-year increase in procurement [1] - Significant investments in equipment updates were observed in the information and technology sectors, with procurement amounts rising by 26.8% and 32.5% for information transmission software and technology services, and scientific research and technical services, respectively [1] - Overall procurement of digital equipment increased by 18.6% year-on-year, indicating a strong focus on digital transformation [1] Group 2: Consumer Goods Replacement Policy - The consumer goods replacement policy has shown significant results, with retail sales in the daily household appliances sector increasing by 48.3% year-on-year and furniture retail sales rising by 33.2% [1] - Newly included sectors such as mobile phones and communication devices experienced a 19.9% year-on-year increase in retail sales [1] - Data on motor vehicle sales indicates a 30.1% year-on-year increase in new energy vehicle sales, reflecting the effective implementation of the automobile replacement policy [1]

Group 1 - The core viewpoint is that the implementation of the consumption upgrade policy and significant equipment updates have accelerated the procurement of machinery and equipment across various industries in China, with notable growth in high-tech manufacturing and digital transformation sectors [1][3][5] Group 2 - Industrial enterprises have increased their machinery and equipment procurement by 9.4% year-on-year, with high-tech manufacturing showing a robust growth of 14% [1] - The information and technology sectors have seen substantial increases in equipment investment, with procurement amounts rising by 26.8% in information transmission and software services, and 32.5% in scientific research and technical services [3] - The procurement of digital equipment has grown by 18.6%, indicating a strong trend towards digital transformation among enterprises [3] Group 3 - The consumption upgrade policy has had a significant impact, with retail sales in the daily household appliances sector increasing by 48.3% and furniture retail sales by 33.2% year-on-year [5] - Newly included categories such as mobile phones have also experienced a retail sales increase of 19.9% [5] Group 4 - The sales of new energy vehicles have surged, with a year-on-year increase of 30.1% in the first three quarters, reflecting the effectiveness of the automobile consumption upgrade policy [7]

Group 1 - The core viewpoint of the articles highlights a steady recovery in tax revenue and invoice sales in China, indicating a positive economic trend supported by various policies [1][2][3] - Tax revenue from the capital market has shown significant growth, with a year-on-year increase of 56.8%, particularly driven by a 110.5% rise in securities transaction stamp duty [3] - The manufacturing sector has demonstrated resilience, with tax revenue increasing by 5.4%, contributing to 31% of total tax revenue and accounting for 48% of the overall revenue increase [2] Group 2 - The implementation of consumption-boosting policies has led to a notable increase in the purchase of machinery and consumer goods, with a 9.7% rise in machinery equipment purchases and a 55.4% increase in retail sales of refrigerators [2] - The real estate sector has seen a reduction in tax revenue decline, attributed to effective policies aimed at stabilizing the market, with nearly 80 billion RMB in new tax reductions implemented this year [3] - The overall tax data reflects the effectiveness of incremental policies focused on stimulating consumption, stabilizing the real estate market, and activating the capital market, as indicated by the steady increase in invoice data and tax revenue [3]

Group 1 - The core viewpoint of the article highlights the steady recovery of VAT invoice sales and tax revenue growth, reflecting an improving economic environment driven by a series of policies implemented by the central government [1][5] - From Q3 of last year to Q3 of this year, the quarterly sales revenue growth rates for enterprises were 0.4%, 2.6%, 2.1%, 3.1%, and 4.4%, indicating a consistent upward trend [1] - Tax revenue has shown a positive turnaround after seven months of negative growth, with a cumulative increase in tax revenue since February, reflecting improved fiscal collection capabilities [1] Group 2 - Capital market-related tax revenues have maintained a high growth rate, indicating active stock market trading, with a 56.8% year-on-year increase in capital market service tax revenue and a 110.5% increase in securities transaction stamp duty [2] - The total market capitalization of A-share companies surpassed 100 trillion yuan for the first time in August, and the Shanghai Composite Index reached a ten-year high in September [2] Group 3 - Major industries and tax categories have shown stable growth, with manufacturing tax revenue increasing by 5.4%, accounting for 31% of total tax revenue, and high-end manufacturing sectors like aerospace and transportation equipment seeing a 31.5% increase [3] - The domestic VAT grew by 3.2%, and corporate income tax increased by 4.1%, reflecting improved profitability among certain industries [3] Group 4 - The decline in real estate-related tax revenue has narrowed, with a year-on-year decrease of 9.8%, indicating the effectiveness of policies aimed at stabilizing the real estate market [4] - The implementation of consumption policies has spurred a significant increase in the purchase of machinery and household appliances, with a 9.7% increase in machinery equipment purchases and a 55.4% increase in retail sales of refrigerators [4] Group 5 - The article emphasizes that the series of incremental policies introduced on September 26 last year are a targeted response to economic challenges, focusing on stimulating consumption, stabilizing the real estate market, and activating the capital market [5] - Tax data serves as a clear indicator of the effectiveness of these policies, showing a steady recovery in economic activity and corporate profitability [5]

Core Viewpoint - Chengdu Baishida Trading Co., Ltd. has been established with a registered capital of 20,000 RMB, indicating a new player in the retail and technology service sectors [1] Company Overview - The legal representative of Chengdu Baishida Trading Co., Ltd. is Li Xingming [1] - The company is engaged in a wide range of business activities, including retail of daily household appliances, sales of home appliances, and various technical services [1] Business Scope - The company’s operational scope includes: - Retail of daily household appliances and home appliances [1] - Technical services, development, consulting, and promotion [1] - Sales of electrical wires, cables, and accessories [1] - Sales of optical fibers and cables [1] - Instrument and meter sales [1] - General goods warehousing services (excluding hazardous chemicals) [1] - Sales of smart warehousing equipment [1] - Domestic cargo transportation agency [1] - Warehousing equipment leasing services [1] - Property management and financial consulting [1] - Conference and exhibition services, marketing planning, and leisure activities [1] - Management consulting and smart agriculture management [1] - Fitness and leisure activities (excluding golf) [1] - Construction services for sports facilities, landscaping, earthworks, and metal doors and windows [1] - Residential electrical and plumbing installation and maintenance services [1]