欢迎扫描下方二维码关注： 点击上方"蓝字"，轻松关注我们 孩子三岁及以下的家长注意啦! 育儿补贴每孩 每年3600元,免征个人所得税。今年还没有申领 的,得抓紧了! 按照《育儿制度管理规范(试 行)》，育儿补贴按年度申请，补贴依申请发放。 逾期未提交申请的，视为自动放弃当年申请资格。 12月31日前,哪些家长必须得完成1次申领?该怎 么申领?一起来看看吧! 购买的话，享受的 优惠是不一样的! IDT 对购置日期 在2026年1月1日 至2027年12月31 日期间的新能源汽 车减半征收车辆购 置税,其中,每辆 新能源乘用车减税 额不超过1.5万元。 "免征"变"减半征收" 了,看来还是今年买 合适。 对了，咱们提车的时间要多久? 如果明年才提车,我不是就享受 不了免征车购税的优惠政策了? 9 这个您不用担心,你购买车辆之 后我们会开具发票给您，根据政 策规定:购置日期按照机动车销 售统一发票或海关关税专用缴款 书等有效凭证的开具日期确定。 那我就放 心了,就 它了! 政策依据 《财政部 税务总局 工业和信息化部关于 延续和优化新能源汽车车辆购置税减免 政策的公告》 (财政部 税务总局 工业和信息化部公告202 ...

Group 1: Macro Insights - The implementation of the childcare subsidy system is a significant step towards the "investment in people" policy direction, with a current annual subsidy of 3600 yuan per child under three years old, potentially reaching a scale of 1188 billion yuan from 2025 to 2027 [2][3][6] - The subsidy reflects a new paradigm of central-local cooperation, with a funding distribution ratio of 9:1 between central and local governments, allowing provinces to adjust subsidy standards based on local conditions [4] - The expected gradual increase in birth rates due to the subsidy may lead to a more direct boost in consumption, with an estimated consumption increment of about 780 billion yuan in 2024 [5][6] Group 2: Fixed Income and Special Bonds - The issuance of special bonds has accelerated but remains below the average levels of previous years, with a cumulative issuance progress of 49% by the end of June 2025, primarily directed towards debt repayment and real estate [9][10] - The structural changes in project construction indicate a shift towards land acquisition and storage, with significant regional disparities in bond allocation [10][11] - The potential for new infrastructure investments is expected to grow, with traditional infrastructure remaining a key support for economic stability [12][13] Group 3: Military Industry - The military sector is experiencing increased fund holdings, with a notable rise in military fund allocations, indicating a favorable investment opportunity driven by domestic demand and military trade [23][25] - The upcoming 80th anniversary of the victory in the Anti-Japanese War is expected to serve as a catalyst for the industry, alongside positive earnings expectations from Q2 reports [25] - The long-term outlook for military equipment demand is optimistic, with significant growth potential anticipated as geopolitical tensions rise [25][26] Group 4: Non-Ferrous Metals - The "anti-involution" sentiment is gaining traction, leading to a strong rebound in lithium prices, which have increased by 27% recently due to stricter mining approvals and a crackdown on low-price competition [27][30] - The current market dynamics suggest that lithium prices may continue to rise, supported by supply uncertainties and ongoing policy adjustments [30] - The overall performance of the non-ferrous metals sector has shown significant growth, with various metals experiencing price increases [27][28]