Core Viewpoint - The Ministry of Industry and Information Technology is set to release a work plan aimed at stabilizing growth in ten key industries, including steel, non-ferrous metals, and petrochemicals [1] Group 1: Industry Focus - The plan will focus on structural adjustments, optimizing supply, and eliminating outdated production capacity in key industries [1]

加工增值超30%免关税政策(简称"加工增值政策")是海南自贸港"一线放开、二线管住"核心的税收政策 之一。海口海关9日披露，该政策实施4年来，内销货值达100.3亿元(人民币，下同)，减免税约8.4亿 元。 目前加工增值政策适用范围已扩大至海南全岛，且不再局限于海关高级认证企业，这为海南自贸港产业 升级注入新动能。在乐东黎族自治县，海南象元实业有限公司加工的高等级技术分级橡胶享受到加工增 值政策。企业副总裁刘李渊说，其首单业务享受减免关税约21.3万元，有效降低了经营成本，产品更有 竞争力。 海口海关称，未来将进一步探索扩大加工增值免关税政策适用范围和便利化水平，吸引更多企业享惠。 （文章来源：中国新闻网） 2021年7月，加工增值政策率先在洋浦保税港区落地，后逐步扩大适用范围。海关介绍，目前海南省共 有加工增值备案或获批试点企业122家，覆盖行业从最初的粮油、玉石、肉类等领域，拓展到医药、珠 宝、石化等多个制造产业。 海南澳斯卡国际粮油有限公司是首家开展加工增值业务的企业，4年来减免税款约3亿元。该公司董事长 张慧受访时说，政策带动企业产能快速提升，"今年上半年产值达到43.72亿元，同比增长98%"。 《 ...

Core Viewpoint - Hainan Province has 122 enterprises approved for processing and value-added, covering various industries and contributing to the economic development of the Hainan Free Trade Port [1] Industry Overview - The processing and value-added enterprises have expanded from initial sectors like grain and oil, jade, and meat to include pharmaceuticals, jewelry, and petrochemicals, showcasing a diversified industrial landscape [1] - The tax exemption policy for processing and value-added activities is a key tax policy under the Hainan Free Trade Port's strategy of "one line open, one line controlled," driving industry expansion, structural optimization, and job growth [1] Economic Impact - According to Haikou Customs, the value of domestic sales under the processing and value-added tax exemption policy reached 10.03 billion yuan, resulting in a tax reduction of approximately 840 million yuan [1] - This policy is becoming an important engine for the high-quality economic development of the Hainan Free Trade Port [1]

Report Industry Investment Rating No information provided in the content. Core Viewpoints - The Guosheng Fundamental High - Frequency Index remained stable, with an increase in the year - on - year growth rate. The bull - bear signal for interest - rate bonds remained unchanged [1][9]. - Different sectors showed various trends, including a decline in the opening rates of major production varieties, an increase in the land transaction premium rate in real - estate sales, a continuous increase in the asphalt production opening rate in infrastructure investment, a decline in the export container freight rate index, a continuous recovery in passenger car retail and wholesale in consumption, a continuous decline in the agricultural product wholesale price index for CPI, an increase in copper and aluminum prices for PPI, a continuous recovery in passenger transport and flights in transportation, a continuous increase in soda ash inventory, a decrease in local government bond net financing and an increase in credit bond net financing in financing [13][25][33][37][52][60][62][74][83][92]. Summary by Directory Total Index - The Guosheng Fundamental High - Frequency Index was 126.5 points (previous value: 126.4 points), with a year - on - year increase of 5.2 points (previous value: 5.1 points), and the year - on - year growth rate expanded. The bull - bear signal for interest - rate bonds remained unchanged, with a signal factor of 4.8% (previous value: 4.8%) [1][9]. Production - The industrial production high - frequency index was 125.8 (previous value: 125.7), with a year - on - year increase of 4.9 points (previous value: 4.9 points), and the year - on - year growth rate remained unchanged. The opening rates of major production varieties such as electric furnaces, polyester, and steel tires decreased [1][9][13]. Real - Estate Sales - The commercial housing sales high - frequency index was 44.1 (previous value: 44.2), with a year - on - year decrease of 6.4 points (previous value: 6.4 points), and the year - on - year decline rate remained unchanged. The land transaction premium rate in 100 large and medium - sized cities increased to 7.8% (previous value: 7.1%) [1][9][25]. Infrastructure Investment - The infrastructure investment high - frequency index was 119.0 (previous value: 118.8), with a year - on - year increase of 3.0 points (previous value: 2.6 points), and the year - on - year growth rate expanded. The opening rate of the petroleum asphalt device continued to rise to 31.7% (previous value: 31.5%) [1][9][35]. Export - The export high - frequency index was 144.1 (previous value: 144.1), with a year - on - year increase of 4.7 points (previous value: 5.1 points), and the year - on - year growth rate narrowed. The CCFI index and RJ/CRB index decreased [1][9][39]. Consumption - The consumption high - frequency index was 119.5 (previous value: 119.4), with a year - on - year increase of 1.9 points (previous value: 1.7 points), and the year - on - year growth rate expanded. Passenger car retail and wholesale and daily average movie box office continued to recover [1][9][52]. CPI - The CPI monthly - on - monthly forecast was 0.0% (previous value: 0.0%). The agricultural product wholesale price index continued to decline, with changes in the average wholesale prices of pork, vegetables, fruits, and white - striped chickens [1][9][60]. PPI - The PPI monthly - on - monthly forecast was 0.0% (previous value: 0.0%). Copper and aluminum prices increased, while the prices of动力煤 and Brent crude oil remained relatively stable [1][9][62]. Transportation - The transportation high - frequency index was 128.6 (previous value: 128.4), with a year - on - year increase of 8.5 points (previous value: 8.4 points), and the year - on - year growth rate expanded. Passenger transport and flights continued to recover [2][10][74]. Inventory - The inventory high - frequency index was 160.6 (previous value: 160.5), with a year - on - year increase of 9.6 points (previous value: 9.6 points), and the year - on - year growth rate remained unchanged. Soda ash inventory continued to increase [2][10][83]. Financing - The financing high - frequency index was 230.9 (previous value: 230.3), with a year - on - year increase of 29.4 points (previous value: 29.4 points), and the year - on - year growth rate remained unchanged. Local government bond net financing decreased, and credit bond net financing increased [2][10][92].

Group 1 - The local state-owned enterprises are focusing on key areas to support rural revitalization, aligning with the five-year transition period for consolidating poverty alleviation achievements [1] - Companies are actively collaborating with local governments to identify resource endowments and development needs, helping rural areas find suitable industrial directions [1] - The National Energy Group Ningxia Electric Power Co., Ltd. is investing in photovoltaic projects to create "sunshine savings" for villagers [1] Group 2 - Various enterprises are leveraging regional resource advantages to develop integrated business models such as "new energy + rural tourism + health care," enhancing income for farmers [1] - The Ningxia Agricultural Reclamation Group Co., Ltd. is creating "rural complex" projects that connect farmers through profit-sharing and guaranteed purchase agreements, steadily increasing farmers' income [1] - The state-owned enterprises in the region are using their market platform advantages to promote Ningxia's specialty agricultural products, facilitating a transition from "growing well" to "selling well" [1] Group 3 - The China Petroleum & Chemical Corporation has established a "Yijie·Ningxia Quality Products" section to directly reach national consumers with local specialties like goji berries and lamb [1] - A collaborative initiative involving major state-owned enterprises aims to enhance the market presence of Ningxia's specialty products, with over 30 central enterprises participating [1] - The National Grid Corporation is investing in rural power grid enhancement projects to support rural industrial development and improve living standards [2] Group 4 - By the end of 2024, nine central enterprises stationed in Ningxia have sent 46 cadres to assist, trained 24,600 individuals, and invested 156 million yuan [2] - The sales volume of Ningxia's "six special" products in central enterprises reached 373 million yuan, directly creating 552 jobs and facilitating the transfer of 1,106 jobs [2]