二是发展合作更加深入。我国实施的一系列标志性工程和"小而美"民生项目，有力支持了共建国家 经济社会发展。上半年，我国对共建国家出口用于基础设施建设的工程机械，促进绿色发展和科技创新 的风力发电机组、仪器仪表等都保持了两位数的增长。同时，我国也积极扩大自共建国家进口，上半年 与共建国家签署农食产品准入文件32份，比如说，赞比亚的夏威夷果、哥伦比亚的鲜食香蕉等优质农食 产品获准输华。 央视网消息：今天（7月14日）上午，国务院新闻办公室召开新闻发布会，海关总署相关负责人介 绍今年上半年货物贸易进出口情况。今年上半年，我国对共建"一带一路"国家进出口11.29万亿元，同 比增长了4.7%，占外贸整体比重达到51.8%，展现出三方面的积极成效： 一是贸易联系更趋紧密。我国与共建国家加深协作，推动建设开放型的世界经济。最新国际数据显 示，今年前4个月，共建国家间的贸易已经占共建国家贸易总值的半壁江山，较倡议提出首年的2013年 明显提升。今年上半年，我国对共建国家出口的电子元件、电工器材，进口自动数据处理设备的零附 件、存储部件等均保持了较快增长。 三是互联互通更加立体。近年来，丝路海运、空中丝路和跨境公路加快发展，上 ...

欢迎扫描下方二维码关注： 第750期 成套化妆品的消费税征税范围有哪些？ 答： 根据《国家税务总局关于印发〈消费税征收范围注释〉的通知 》（ 国税发〔 1993〕153号 ） 第三条第十项规定： " 成套 妆品 是指由各种用途的化妆品配套盒装而成的系列产品。一般采用精制的金属或塑料盒包装，盒内常备有镜子、梳子等化妆工具，具 多功能性和使用方便的特点。 舞台、戏剧、影视演员化妆用的上妆油、卸妆油、油彩、发胶和头发漂白剂等， 不属于 本税目征收 围。 " 根据 《财政部 国家税务总局关于调整化妆品消费税政策的通知》 （ 财税〔 2016〕103号 ） 规定： "一、取消对普通美容、修 类化妆品征收消费税，将 ' 化妆品 ' 税目名称更名为 ' 高档化妆品 ' 。征收范围包括 高档美容、修饰类化妆品、高档护肤类化妆品和 套化妆品 。税率调整为 15% 。 ✨ 出口应征税货物，是否需要缴纳增值税和消费税？范围包括哪些？ 来源 海南税务 欢迎扫描下方二维码关注： 别别忘忘记记给给蓝蓝色色柳柳林林财财税税室室加加个个星星标标 ★ 来来源源｜｜海海南南税税务务 高档美容、修饰类化妆品和高档护肤类化妆品是 指生产 （ 进口 ...

以下文章来源于思想钢印 ，作者人神共奋 思想钢印 . 雪球2020年度十大影响力用户，私募基金经理 文章来源于：投资类微信公众号 思想钢印 边际消费倾向与结构思维 消费行业应该是投资者最熟悉的领域，不需要研究一堆你在真实生活中永远遇不到的产品与技术。但消费 研究只是"看上去熟悉"，反而有很多反直觉的现象。 边际消费倾向是凯恩斯经济学中的一个核心概念，是指增加的收入中用于消费的比例 ，某人今年收入增加 了1万元，消费增加了4000元，那么，边际消费倾向4千/1万=0.4，它表明居民收入增加量中的40%用于消费 支出。 边际消费倾向(Marginal propensity of consume,MPC)在凯恩斯主义中的地位非常高，假设总居民边际消费倾 向为2/3，每新增一个亿的投资，初始增加1000个就业岗位，通过一系列的派生消费行为，可以产生三个亿 的国民收入增长，最终增加3000个就业岗位。 边际消费倾向越高，政府投资的回报越高，这正是凯恩斯就业理论的核心依据之一。 边际消费倾向一般是一个比较稳定的值，但疫情三年，消费被压抑得太厉害了，导致这个稳定的值也开始 持续下降，这正是政府花了很多钱，却总看不到效果的原 ...

Core Viewpoint - Shandong Heze has transformed from an economic laggard to a rapidly developing city, achieving significant growth in key economic indicators and positioning itself as a center for high-quality development in the region [1][4][5]. Economic Development - Heze's economic growth has been remarkable, moving from the bottom of the provincial rankings to a middle-tier position over the past decade, making it one of the fastest-growing cities in Shandong [5]. - The city is implementing seven major quality enhancement projects focusing on living conditions, transportation, ecology, aesthetics, management, civilization, and safety to strengthen its status as a central city at the intersection of four provinces [4]. Industrial Growth - Heze is actively developing green and low-carbon industries, with significant investments in various projects, including a 78 billion yuan investment in a power battery project and a 130 billion yuan investment in a zero-carbon industrial park [5]. - Traditional industries are also being revitalized, with local companies expanding their product lines to include daily chemical products, food processing, and cultural creative products related to the peony industry [5]. Infrastructure and Community Development - The relocation of residents from flood-prone areas has improved living conditions, with new housing developments featuring modern amenities [3]. - Local industries, such as shoe manufacturing and mooncake production, are emerging as new economic engines, enhancing the livelihoods of residents in the region [3].

Group 1 - The core viewpoint is that Generation Z mothers prioritize self-care alongside parenting, breaking traditional norms of self-sacrifice in motherhood [3][12][13] - Generation Z mothers are characterized by a strong individual consciousness, emphasizing the balance between caring for their children and themselves [3][11] - Emotional value is a significant factor in their consumption decisions, with a focus on products that enhance their quality of life and provide emotional satisfaction [4][12][13] Group 2 - Skincare and makeup have become essential parts of daily consumption for Generation Z mothers, with a preference for natural and safe products [4] - When selecting products for their children, these mothers exhibit a detailed approach, prioritizing health and ergonomic designs, such as lightweight backpacks that support spinal health [4][12] - The rise of social media platforms has transformed how Generation Z mothers seek parenting information and share experiences, creating a community for emotional support and product recommendations [11][12] Group 3 - Generation Z mothers are rational consumers who emphasize quality and safety over brand loyalty, often conducting thorough research before making purchases [12][13] - Over 70% of consumers prioritize safety and quality in their purchasing decisions, with significant attention given to product performance and reputation [12] - This unique consumer behavior is influencing the development trends in the maternal and infant market, prompting businesses to innovate and cater to the diverse needs of these mothers [13]

Core Viewpoint - The National Medical Products Administration (NMPA) reports a steady increase in the registration and filing of new cosmetic raw materials in China, with a total of 272 new materials expected by June 2025 [1] Group 1: Regulatory Changes - Since the implementation of the Cosmetic Supervision and Administration Regulations in 2021, significant adjustments have been made to the management of new cosmetic raw materials in China [1] - New raw materials are categorized based on their risk levels, with higher-risk materials requiring registration and others subject to filing management [1] Group 2: Support for Innovation - The NMPA is actively supporting innovation in cosmetic raw materials by optimizing the registration and filing processes [1] - There is an emphasis on enhancing the internal motivation for innovation among companies while ensuring quality and safety standards are maintained [1]

Core Viewpoint - The article discusses innovative measures in Hainan, such as the "免保衔接" (insurance-free connection) and "先入区后报关" (entering the zone before customs declaration), which enhance regulatory efficiency and facilitate the sales of duty-free products. Group 1: Innovations in Duty-Free Logistics - The "免保衔接" model allows duty-free goods to be imported and stored in a bonded area before being sold, improving logistics efficiency and reducing costs [2][4]. - The Hainan International Logistics Center has transformed into a multifunctional logistics hub, integrating duty-free, bonded, and cross-border logistics, thus enhancing the operational capabilities of the duty-free industry [3][4]. - The new model enables companies to flexibly adjust their inventory and sales strategies, allowing for the efficient transfer of goods between bonded and duty-free statuses [4][5]. Group 2: Performance Metrics - In the first half of the year, the "免保衔接" business model processed 1,648 customs declarations, a year-on-year increase of 141.72%, with a total value of approximately 1.637 billion yuan, up 68.5% [6]. - The implementation of the "先入区后报关" model has led to a 50% reduction in storage and logistics costs, and a 35% increase in logistics efficiency [7][8]. Group 3: Regulatory Enhancements - The integration of smart card access with customs systems allows for better management of duty-free goods, enabling companies to stock up on inventory without immediate tax liabilities [4][8]. - The introduction of electronic tags for duty-free cosmetics has streamlined the inspection process, enhancing consumer experience and combating counterfeit products [8].

这种思维正在改变消费品的生命周期。正如制药巨头为更新药物流水线，会收购生物科技初创企业，消 费品巨头也正在收购最成功的明星品牌。这种联姻合乎逻辑：建立品牌最困难的是首批10万件销售，而 一线明星自带粉丝基础。当明星品牌起步后，消费品巨头可利用其网络助其成长。因此，我们看到一系 列收购案例，比如近期酒业巨头帝亚吉欧以约10亿美元收购克鲁尼部分持有的龙舌兰酒企，又以最高 6.1亿美元收购雷诺兹部分持有的金酒生产商。 英国《经济学人》 7 月 3 日文章，原题：一线明星如何搅动消费品行业 明星正从广告牌和大银幕走向商 业世界。贾斯汀·比伯的妻子、模特海莉·比伯近期以近10亿美元的价格出售了她的化妆品品牌。真人秀 明星金·卡戴珊创立的内衣品牌年销售额也达10亿美元，预计很快将上市。歌星蕾哈娜现在已是亿万富 翁，但并非直接因为音乐事业，而是得益于她的美妆品牌。好莱坞演员瑞安·雷诺兹则活跃于电信等多 个领域。令人惊讶的是，许多明星企业已成为创新消费品的来源。 明星利用名气推销商品由来已久。篮球明星迈克尔·乔丹过去40年通过与耐克的合作获利超15亿美元。 据传雀巢支付超4000万美元请老牌男星乔治·克鲁尼代言咖啡。20年前 ...

2 0 2 5年7月3日，福州。 当广东丸美生物技术股份有限公司（以下简称"丸美生物"）董事长孙怀庆从中国香料香精化妆 品工业协会（以下简称中国香妆协会）理事长、医学博士颜江瑛手中接过"国货眼部护理第一 品牌" （ 按 2 0 2 4 年 度 全 渠 道 零 售 额 计 算 ） 的市场地位声明时，他身后来自全国的上百名经销商，正 见证着一个微妙却可能深远的变化。 孙怀庆在接受《FBe a u t y未来迹》采访时表示" 协会出面做这件事，是对当前鱼龙混杂市场的 一次升维迭代，风向标意义很强。 " 这句话并非仅仅指向孙怀庆手中那份市场地位声明。它更指向了几天前（7月1日），中国香妆 协会在"中国香妆品牌发展大会"上推出的市场地位评价系统以及"化妆品品牌5 0强" "化妆品企 在中国香妆协会理事长、医学博士颜江瑛看来，协会所搭建的这套市场地位评价系统背后至少 有三重特殊意义： 首先，作为中字头、国字号的协会，有责任也有使命贯彻和落实习近平总书记关于"推动中国 制 造 向 中 国 创 造 转 变 、 中 国 速 度 向 中 国 质 量 转 变 、 中 国 产 品 向 中 国 品 牌 转 变 " 的 重 要 指 示 ...

特朗普的算盘打得啪啪响："美军在韩国驻扎，你们烤肉店生意好了，泡菜厂赚翻了，连夜店都多收了不少门票钱，这些钱都得算我们头上！" 2025年7月，白宫又出大新闻！特朗普拍着桌子对韩国喊话："你们的美军'保安'要涨价了！每年100亿美元，少一分都不行，否则我立刻撤走4500人！"这波 操作直接把韩国网友气炸了："我们交的钱都够买下半个首尔了，美国这是抢钱啊！" 第一刀：把韩国当"提款机"，连烤肉店都要算账？ 第三刀：盟友变仇人，日本菲律宾都在偷笑？ 韩国网友吐槽："这哪是保护费？这是'保护费+关税+精神损失费'三重套餐啊！" 第二刀：撤军是幌子，关岛才是真目标？ 历史账单：2024年韩国刚和美国签了新协议，答应每年给11.3亿美元当"保护费"。结果特朗普一上台就翻脸："拜登签的协议不算数！我要拿回属于美国的 每一分钱！" 特朗普嘴上说"撤军"，背后却藏着更大的棋局——把美军从韩国调去关岛，准备和中国在台海"死磕"！ 加码威胁：除了军费，特朗普还挥舞关税大棒："8月1日起，韩国进口商品加征25%关税！半导体、汽车、化妆品，统统涨价！除非你们开放市场，否则税 率还会更高！" 军事调兵：撤走的4500名美军，大概率会去 ...