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相信巴老,慢慢变富
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解语花
2022-04-28
买工商银行吧!因为它至少在中国有保底,不会亏钱!买了赚的少而已!放50年的眼光!
解语花
2022-02-02
啊………………好玩
抱歉,原内容已删除
解语花
2020-02-05
$纳斯达克(.IXIC)$
牛起,比大A强
解语花
2019-12-04
女子,要涨
突发!一则大消息刚刚落地,影响这个2万亿的板块,茅台们被错杀?
解语花
2019-08-31
在美股亏钱真的太难了…………他们太成熟去大A分分钟被虐,说实话,美股要是A股帐户能玩,非把美股玩坏了,
解语花
2019-08-02
又跳,明天我a完了
解语花
2019-08-02
$纳斯达克(.IXIC)$
太可怕了
去老虎APP查看更多动态
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src=\"https://static.tigerbbs.com/1bbf0589ddeb83cf20266e50e5e35fc2\"/></p><p>消费税属于中央税,是我国除了增值税、企业所得税、个税外的第四大税种,在税收结构中占有重要地位。</p><p>数据显示,2018年全年消费税收入首次突破1万亿元,占当期税收收入的约6.8%。今年前10个月,消费税收入达到12120亿元,同比增长18.7%,已经超过去年全年收入。</p><p>在14个消费税目中,占大头的主要是四类,烟、酒、油、车。根据公开数据计算,2017年,烟占比约51%,油占比约35%,车占比约10%,酒占比约3%,其余占比约在1%左右。</p><p>根据现行的消费税暂行条例,酒类消费税目前在生产环节征收,白酒消费税计税包括20%的从价税率和0.5元/斤的从量税。对比发现,<strong>此次征求意见稿未对白酒消费税进行调整。</strong><strong>这也意味着此前盛传的酒类消费税改为从流通环节征收未能实现</strong>,业内人士认为主要是因为现行酒类流通渠道过于复杂造成。<strong>而此前白酒股因酒类消费税或改为流通环节征收而一度遭重创。</strong></p><p>之前,市场一直担心白酒行业的消费税后移,由在生产环节征收移到零售环节征收。<span>由于出厂价远低于零售价,如果按零售价征收,势必会导致白酒行业整体消费税负担加大。</span></p><p>此前中金预计,<em>消费税后移白酒行业的税负将显著增加,目前白酒流通行业各个环节合计的加价率在50%-80%,如果增加12%的消费税,按照中国酒业协会公布的2018年白酒行业出厂口径销售额5364亿元计算,白酒行业的消费税将增加322亿元-515亿元,经销商批发环节预计将承担流通环节此项新增税负的20%-30%。</em></p><p>此次财政部的《消费税法(征求意见稿)》发布,<strong>白酒消费税征收未进行后移且税率不变,市场悬吊的心终于落地,尤其是区域性白酒可以缓口气了。</strong></p><p>白酒板块十个交易日蒸发市值近2000亿元</p><p>白酒板块由于行业的消费属性及整体稳健的业绩增长,一直以来受到机构投资者的青睐。在今年大盘指数跌宕起伏的背景下,白酒板块以行业龙头<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>为代表走出了独立行情。</p><p>证券时报·数据宝统计显示,白酒指数年内累计涨幅高达91.4%,位居细分行业涨幅榜前五位。白酒公司年内股价全线上涨,7家公司年内股价翻倍,分别是<strong><a href=\"https://laohu8.com/S/600809\">山西汾酒</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/000799\">酒鬼酒</a>、<a href=\"https://laohu8.com/S/000596\">古井贡酒</a>、<a href=\"https://laohu8.com/S/603369\">今世缘</a>、<a href=\"https://laohu8.com/S/000860\">顺鑫农业</a>、<a href=\"https://laohu8.com/S/000568\">泸州老窖</a></strong>。</p><p>贵州茅台年内累计涨幅92.29%排名白酒板块第8位,公司曾在9月24日和11月21日两度超过<a href=\"https://laohu8.com/S/601398\">工商银行</a>登顶A股市值冠军宝座。不过在11月19日盘中创下历史高点后,贵州茅台上攻乏力,之后在上周五大跌3.98%跌破60日线,最新股价与历史高点相比累计回落近10%。</p><p><img src=\"https://static.tigerbbs.com/37ec0180e21f65d20a5823b815964018\"/></p><p>在本次《消费税法(征求意见稿)》发布之前,整个白酒板块出现了较大幅度的调整。数据显示,<strong>近10个交易日白酒板块累计下跌约7%,白酒公司A股市值也由此前的超2.5万亿元降至最新的2.48万亿元,期间合计蒸发1940亿元。</strong>行业龙头贵州茅台市值蒸发市值1436亿元,五粮液A股市值蒸发290亿元,山西汾酒、泸州老窖、顺鑫农业、<a href=\"https://laohu8.com/S/603198\">迎驾贡酒</a>、今世缘等A股市值蒸发逾10亿元。</p><p>将时间轴放长至全年来看,业绩表现一般的白酒股回调幅度更大。证券时报·数据宝统计显示,<strong><a href=\"https://laohu8.com/S/600199\">金种子酒</a>、<a href=\"https://laohu8.com/S/600197\">伊力特</a>、<a href=\"https://laohu8.com/S/600559\">老白干酒</a>、<a href=\"https://laohu8.com/S/002304\">洋河股份</a>、<a href=\"https://laohu8.com/S/603589\">口子窖</a></strong>较年内高点回落幅度超过20%,其中金种子酒回落幅度34.81%居首。金种子酒前三季度净利润亏损0.72亿元,是白酒公司中亏损金额最大的。伊力特、洋河股份前三季度净利润增幅均不足10%,而老白干酒、口子窖三季报净利润增速均降至五年来最低水平。</p><p>在贵州茅台等一众白马股连续调整的同时,市场也引发了一些对“核心资产”公司股价是否到头的担忧。业内人士分析认为,<em>包括白酒公司在内的白马股今年涨幅较大,目前估值已经不算便宜,同时机构年底获利了结兑现收益、调仓换股,外资大举买入势头放缓等或也是白马股大跌的部分原因。</em></p><p><img src=\"https://static.tigerbbs.com/d9ed37ebfb41702d0b57f3b1d9be22d0\"/></p><p><span>声明:数据宝所有资讯内容不构成投资建议,股市有风险,投资需谨慎。</span></p><p><span><strong><span>数据宝</span></strong></span><span></span></p><p><strong>数据宝(shujubao2015):证券时报智能原创新媒体。</strong></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n突发!一则大消息刚刚落地,影响这个2万亿的板块,茅台们被错杀?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/41\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">数据宝 </p>\n<p class=\"h-time\">2019-12-03 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/47e2dbc096c44b540550cca6121c3d6b\"/></p><p><span>作者:数据宝 梁谦刚 林丽峰</span></p><p>万众瞩目的的《消费税法(征求意见稿)》终于落地,对于市场关注的白酒税率并未调整,也没有提及后移征收改革试点时间表。</p><p> 《消费税法》征求意见 白酒行业税率不变</p><p>12月3日盘后,备受市场关注的《消费税法》终于有最新进展,财政部就《中华人民共和国消费税法(征求意见稿)》向社会公开征求意见。<strong>征求</strong><strong>意见稿保持了现行税制框架和税负水平总体不变,烟、酒消费税税率未变</strong>,取消“一日、三日和五日”等三个计税期间,新增“半年”的计税期间。</p><p>从征求意见稿来看,<span>本次最受关注的酒类消费税仍在“生产(进口)环节”,其中白酒税率为20%加0.5元/500克(或者500毫升);</span><span>黄酒为240元/吨。</span></p><p><img src=\"https://static.tigerbbs.com/1bbf0589ddeb83cf20266e50e5e35fc2\"/></p><p>消费税属于中央税,是我国除了增值税、企业所得税、个税外的第四大税种,在税收结构中占有重要地位。</p><p>数据显示,2018年全年消费税收入首次突破1万亿元,占当期税收收入的约6.8%。今年前10个月,消费税收入达到12120亿元,同比增长18.7%,已经超过去年全年收入。</p><p>在14个消费税目中,占大头的主要是四类,烟、酒、油、车。根据公开数据计算,2017年,烟占比约51%,油占比约35%,车占比约10%,酒占比约3%,其余占比约在1%左右。</p><p>根据现行的消费税暂行条例,酒类消费税目前在生产环节征收,白酒消费税计税包括20%的从价税率和0.5元/斤的从量税。对比发现,<strong>此次征求意见稿未对白酒消费税进行调整。</strong><strong>这也意味着此前盛传的酒类消费税改为从流通环节征收未能实现</strong>,业内人士认为主要是因为现行酒类流通渠道过于复杂造成。<strong>而此前白酒股因酒类消费税或改为流通环节征收而一度遭重创。</strong></p><p>之前,市场一直担心白酒行业的消费税后移,由在生产环节征收移到零售环节征收。<span>由于出厂价远低于零售价,如果按零售价征收,势必会导致白酒行业整体消费税负担加大。</span></p><p>此前中金预计,<em>消费税后移白酒行业的税负将显著增加,目前白酒流通行业各个环节合计的加价率在50%-80%,如果增加12%的消费税,按照中国酒业协会公布的2018年白酒行业出厂口径销售额5364亿元计算,白酒行业的消费税将增加322亿元-515亿元,经销商批发环节预计将承担流通环节此项新增税负的20%-30%。</em></p><p>此次财政部的《消费税法(征求意见稿)》发布,<strong>白酒消费税征收未进行后移且税率不变,市场悬吊的心终于落地,尤其是区域性白酒可以缓口气了。</strong></p><p>白酒板块十个交易日蒸发市值近2000亿元</p><p>白酒板块由于行业的消费属性及整体稳健的业绩增长,一直以来受到机构投资者的青睐。在今年大盘指数跌宕起伏的背景下,白酒板块以行业龙头<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>为代表走出了独立行情。</p><p>证券时报·数据宝统计显示,白酒指数年内累计涨幅高达91.4%,位居细分行业涨幅榜前五位。白酒公司年内股价全线上涨,7家公司年内股价翻倍,分别是<strong><a href=\"https://laohu8.com/S/600809\">山西汾酒</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/000799\">酒鬼酒</a>、<a href=\"https://laohu8.com/S/000596\">古井贡酒</a>、<a href=\"https://laohu8.com/S/603369\">今世缘</a>、<a href=\"https://laohu8.com/S/000860\">顺鑫农业</a>、<a href=\"https://laohu8.com/S/000568\">泸州老窖</a></strong>。</p><p>贵州茅台年内累计涨幅92.29%排名白酒板块第8位,公司曾在9月24日和11月21日两度超过<a href=\"https://laohu8.com/S/601398\">工商银行</a>登顶A股市值冠军宝座。不过在11月19日盘中创下历史高点后,贵州茅台上攻乏力,之后在上周五大跌3.98%跌破60日线,最新股价与历史高点相比累计回落近10%。</p><p><img src=\"https://static.tigerbbs.com/37ec0180e21f65d20a5823b815964018\"/></p><p>在本次《消费税法(征求意见稿)》发布之前,整个白酒板块出现了较大幅度的调整。数据显示,<strong>近10个交易日白酒板块累计下跌约7%,白酒公司A股市值也由此前的超2.5万亿元降至最新的2.48万亿元,期间合计蒸发1940亿元。</strong>行业龙头贵州茅台市值蒸发市值1436亿元,五粮液A股市值蒸发290亿元,山西汾酒、泸州老窖、顺鑫农业、<a href=\"https://laohu8.com/S/603198\">迎驾贡酒</a>、今世缘等A股市值蒸发逾10亿元。</p><p>将时间轴放长至全年来看,业绩表现一般的白酒股回调幅度更大。证券时报·数据宝统计显示,<strong><a href=\"https://laohu8.com/S/600199\">金种子酒</a>、<a href=\"https://laohu8.com/S/600197\">伊力特</a>、<a href=\"https://laohu8.com/S/600559\">老白干酒</a>、<a href=\"https://laohu8.com/S/002304\">洋河股份</a>、<a href=\"https://laohu8.com/S/603589\">口子窖</a></strong>较年内高点回落幅度超过20%,其中金种子酒回落幅度34.81%居首。金种子酒前三季度净利润亏损0.72亿元,是白酒公司中亏损金额最大的。伊力特、洋河股份前三季度净利润增幅均不足10%,而老白干酒、口子窖三季报净利润增速均降至五年来最低水平。</p><p>在贵州茅台等一众白马股连续调整的同时,市场也引发了一些对“核心资产”公司股价是否到头的担忧。业内人士分析认为,<em>包括白酒公司在内的白马股今年涨幅较大,目前估值已经不算便宜,同时机构年底获利了结兑现收益、调仓换股,外资大举买入势头放缓等或也是白马股大跌的部分原因。</em></p><p><img src=\"https://static.tigerbbs.com/d9ed37ebfb41702d0b57f3b1d9be22d0\"/></p><p><span>声明:数据宝所有资讯内容不构成投资建议,股市有风险,投资需谨慎。</span></p><p><span><strong><span>数据宝</span></strong></span><span></span></p><p><strong>数据宝(shujubao2015):证券时报智能原创新媒体。</strong></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c922ed6b842d89c98d835db31f7abbd9","relate_stocks":{},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA4MDU0MzQ4Mg==&mid=2653258403&idx=2&sn=0989242a7c7665cce304dad639b7d600&chksm=84738936b30400203e70508ad5c9413023b46a5a016f99b3cfcd2a8395d94442f7e4f78721f9&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"1988559551","content_text":"作者:数据宝 梁谦刚 林丽峰万众瞩目的的《消费税法(征求意见稿)》终于落地,对于市场关注的白酒税率并未调整,也没有提及后移征收改革试点时间表。 《消费税法》征求意见 白酒行业税率不变12月3日盘后,备受市场关注的《消费税法》终于有最新进展,财政部就《中华人民共和国消费税法(征求意见稿)》向社会公开征求意见。征求意见稿保持了现行税制框架和税负水平总体不变,烟、酒消费税税率未变,取消“一日、三日和五日”等三个计税期间,新增“半年”的计税期间。从征求意见稿来看,本次最受关注的酒类消费税仍在“生产(进口)环节”,其中白酒税率为20%加0.5元/500克(或者500毫升);黄酒为240元/吨。消费税属于中央税,是我国除了增值税、企业所得税、个税外的第四大税种,在税收结构中占有重要地位。数据显示,2018年全年消费税收入首次突破1万亿元,占当期税收收入的约6.8%。今年前10个月,消费税收入达到12120亿元,同比增长18.7%,已经超过去年全年收入。在14个消费税目中,占大头的主要是四类,烟、酒、油、车。根据公开数据计算,2017年,烟占比约51%,油占比约35%,车占比约10%,酒占比约3%,其余占比约在1%左右。根据现行的消费税暂行条例,酒类消费税目前在生产环节征收,白酒消费税计税包括20%的从价税率和0.5元/斤的从量税。对比发现,此次征求意见稿未对白酒消费税进行调整。这也意味着此前盛传的酒类消费税改为从流通环节征收未能实现,业内人士认为主要是因为现行酒类流通渠道过于复杂造成。而此前白酒股因酒类消费税或改为流通环节征收而一度遭重创。之前,市场一直担心白酒行业的消费税后移,由在生产环节征收移到零售环节征收。由于出厂价远低于零售价,如果按零售价征收,势必会导致白酒行业整体消费税负担加大。此前中金预计,消费税后移白酒行业的税负将显著增加,目前白酒流通行业各个环节合计的加价率在50%-80%,如果增加12%的消费税,按照中国酒业协会公布的2018年白酒行业出厂口径销售额5364亿元计算,白酒行业的消费税将增加322亿元-515亿元,经销商批发环节预计将承担流通环节此项新增税负的20%-30%。此次财政部的《消费税法(征求意见稿)》发布,白酒消费税征收未进行后移且税率不变,市场悬吊的心终于落地,尤其是区域性白酒可以缓口气了。白酒板块十个交易日蒸发市值近2000亿元白酒板块由于行业的消费属性及整体稳健的业绩增长,一直以来受到机构投资者的青睐。在今年大盘指数跌宕起伏的背景下,白酒板块以行业龙头贵州茅台为代表走出了独立行情。证券时报·数据宝统计显示,白酒指数年内累计涨幅高达91.4%,位居细分行业涨幅榜前五位。白酒公司年内股价全线上涨,7家公司年内股价翻倍,分别是山西汾酒、五粮液、酒鬼酒、古井贡酒、今世缘、顺鑫农业、泸州老窖。贵州茅台年内累计涨幅92.29%排名白酒板块第8位,公司曾在9月24日和11月21日两度超过工商银行登顶A股市值冠军宝座。不过在11月19日盘中创下历史高点后,贵州茅台上攻乏力,之后在上周五大跌3.98%跌破60日线,最新股价与历史高点相比累计回落近10%。在本次《消费税法(征求意见稿)》发布之前,整个白酒板块出现了较大幅度的调整。数据显示,近10个交易日白酒板块累计下跌约7%,白酒公司A股市值也由此前的超2.5万亿元降至最新的2.48万亿元,期间合计蒸发1940亿元。行业龙头贵州茅台市值蒸发市值1436亿元,五粮液A股市值蒸发290亿元,山西汾酒、泸州老窖、顺鑫农业、迎驾贡酒、今世缘等A股市值蒸发逾10亿元。将时间轴放长至全年来看,业绩表现一般的白酒股回调幅度更大。证券时报·数据宝统计显示,金种子酒、伊力特、老白干酒、洋河股份、口子窖较年内高点回落幅度超过20%,其中金种子酒回落幅度34.81%居首。金种子酒前三季度净利润亏损0.72亿元,是白酒公司中亏损金额最大的。伊力特、洋河股份前三季度净利润增幅均不足10%,而老白干酒、口子窖三季报净利润增速均降至五年来最低水平。在贵州茅台等一众白马股连续调整的同时,市场也引发了一些对“核心资产”公司股价是否到头的担忧。业内人士分析认为,包括白酒公司在内的白马股今年涨幅较大,目前估值已经不算便宜,同时机构年底获利了结兑现收益、调仓换股,外资大举买入势头放缓等或也是白马股大跌的部分原因。声明:数据宝所有资讯内容不构成投资建议,股市有风险,投资需谨慎。数据宝数据宝(shujubao2015):证券时报智能原创新媒体。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":997184751,"gmtCreate":1567210919373,"gmtModify":1704715951580,"author":{"id":"3479392627664808","authorId":"3479392627664808","name":"解语花","avatar":"https://static.tigerbbs.com/35302a34de7df816df49c6a050af84c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479392627664808","authorIdStr":"3479392627664808"},"themes":[],"htmlText":"在美股亏钱真的太难了…………他们太成熟去大A分分钟被虐,说实话,美股要是A股帐户能玩,非把美股玩坏了,","listText":"在美股亏钱真的太难了…………他们太成熟去大A分分钟被虐,说实话,美股要是A股帐户能玩,非把美股玩坏了,","text":"在美股亏钱真的太难了…………他们太成熟去大A分分钟被虐,说实话,美股要是A股帐户能玩,非把美股玩坏了,","images":[{"img":"https://static.tigerbbs.com/0bca898a24e94a2f7135ddbf3cb73769","width":"1080","height":"2160"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":53,"commentSize":74,"repostSize":2,"link":"https://laohu8.com/post/997184751","isVote":1,"tweetType":1,"viewCount":22106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0,"idStr":"20727972514030","authorIdStr":"20727972514030"},"content":"[吃瓜] 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20:30","market":"us","language":"zh","title":"突发!一则大消息刚刚落地,影响这个2万亿的板块,茅台们被错杀?","url":"https://stock-news.laohu8.com/highlight/detail?id=1988559551","media":"数据宝","summary":"作者:数据宝 梁谦刚 林丽峰万众瞩目的的《消费税法(征求意见稿)》终于落地,对于市场关注的白酒税率并未调整,也没有提及后移征收改革试点时间表。 《消费税法》征求意见 白酒行业税率不变12月3日盘后,备","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/47e2dbc096c44b540550cca6121c3d6b\"/></p><p><span>作者:数据宝 梁谦刚 林丽峰</span></p><p>万众瞩目的的《消费税法(征求意见稿)》终于落地,对于市场关注的白酒税率并未调整,也没有提及后移征收改革试点时间表。</p><p> 《消费税法》征求意见 白酒行业税率不变</p><p>12月3日盘后,备受市场关注的《消费税法》终于有最新进展,财政部就《中华人民共和国消费税法(征求意见稿)》向社会公开征求意见。<strong>征求</strong><strong>意见稿保持了现行税制框架和税负水平总体不变,烟、酒消费税税率未变</strong>,取消“一日、三日和五日”等三个计税期间,新增“半年”的计税期间。</p><p>从征求意见稿来看,<span>本次最受关注的酒类消费税仍在“生产(进口)环节”,其中白酒税率为20%加0.5元/500克(或者500毫升);</span><span>黄酒为240元/吨。</span></p><p><img src=\"https://static.tigerbbs.com/1bbf0589ddeb83cf20266e50e5e35fc2\"/></p><p>消费税属于中央税,是我国除了增值税、企业所得税、个税外的第四大税种,在税收结构中占有重要地位。</p><p>数据显示,2018年全年消费税收入首次突破1万亿元,占当期税收收入的约6.8%。今年前10个月,消费税收入达到12120亿元,同比增长18.7%,已经超过去年全年收入。</p><p>在14个消费税目中,占大头的主要是四类,烟、酒、油、车。根据公开数据计算,2017年,烟占比约51%,油占比约35%,车占比约10%,酒占比约3%,其余占比约在1%左右。</p><p>根据现行的消费税暂行条例,酒类消费税目前在生产环节征收,白酒消费税计税包括20%的从价税率和0.5元/斤的从量税。对比发现,<strong>此次征求意见稿未对白酒消费税进行调整。</strong><strong>这也意味着此前盛传的酒类消费税改为从流通环节征收未能实现</strong>,业内人士认为主要是因为现行酒类流通渠道过于复杂造成。<strong>而此前白酒股因酒类消费税或改为流通环节征收而一度遭重创。</strong></p><p>之前,市场一直担心白酒行业的消费税后移,由在生产环节征收移到零售环节征收。<span>由于出厂价远低于零售价,如果按零售价征收,势必会导致白酒行业整体消费税负担加大。</span></p><p>此前中金预计,<em>消费税后移白酒行业的税负将显著增加,目前白酒流通行业各个环节合计的加价率在50%-80%,如果增加12%的消费税,按照中国酒业协会公布的2018年白酒行业出厂口径销售额5364亿元计算,白酒行业的消费税将增加322亿元-515亿元,经销商批发环节预计将承担流通环节此项新增税负的20%-30%。</em></p><p>此次财政部的《消费税法(征求意见稿)》发布,<strong>白酒消费税征收未进行后移且税率不变,市场悬吊的心终于落地,尤其是区域性白酒可以缓口气了。</strong></p><p>白酒板块十个交易日蒸发市值近2000亿元</p><p>白酒板块由于行业的消费属性及整体稳健的业绩增长,一直以来受到机构投资者的青睐。在今年大盘指数跌宕起伏的背景下,白酒板块以行业龙头<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>为代表走出了独立行情。</p><p>证券时报·数据宝统计显示,白酒指数年内累计涨幅高达91.4%,位居细分行业涨幅榜前五位。白酒公司年内股价全线上涨,7家公司年内股价翻倍,分别是<strong><a href=\"https://laohu8.com/S/600809\">山西汾酒</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/000799\">酒鬼酒</a>、<a href=\"https://laohu8.com/S/000596\">古井贡酒</a>、<a href=\"https://laohu8.com/S/603369\">今世缘</a>、<a href=\"https://laohu8.com/S/000860\">顺鑫农业</a>、<a href=\"https://laohu8.com/S/000568\">泸州老窖</a></strong>。</p><p>贵州茅台年内累计涨幅92.29%排名白酒板块第8位,公司曾在9月24日和11月21日两度超过<a href=\"https://laohu8.com/S/601398\">工商银行</a>登顶A股市值冠军宝座。不过在11月19日盘中创下历史高点后,贵州茅台上攻乏力,之后在上周五大跌3.98%跌破60日线,最新股价与历史高点相比累计回落近10%。</p><p><img src=\"https://static.tigerbbs.com/37ec0180e21f65d20a5823b815964018\"/></p><p>在本次《消费税法(征求意见稿)》发布之前,整个白酒板块出现了较大幅度的调整。数据显示,<strong>近10个交易日白酒板块累计下跌约7%,白酒公司A股市值也由此前的超2.5万亿元降至最新的2.48万亿元,期间合计蒸发1940亿元。</strong>行业龙头贵州茅台市值蒸发市值1436亿元,五粮液A股市值蒸发290亿元,山西汾酒、泸州老窖、顺鑫农业、<a href=\"https://laohu8.com/S/603198\">迎驾贡酒</a>、今世缘等A股市值蒸发逾10亿元。</p><p>将时间轴放长至全年来看,业绩表现一般的白酒股回调幅度更大。证券时报·数据宝统计显示,<strong><a href=\"https://laohu8.com/S/600199\">金种子酒</a>、<a href=\"https://laohu8.com/S/600197\">伊力特</a>、<a href=\"https://laohu8.com/S/600559\">老白干酒</a>、<a href=\"https://laohu8.com/S/002304\">洋河股份</a>、<a href=\"https://laohu8.com/S/603589\">口子窖</a></strong>较年内高点回落幅度超过20%,其中金种子酒回落幅度34.81%居首。金种子酒前三季度净利润亏损0.72亿元,是白酒公司中亏损金额最大的。伊力特、洋河股份前三季度净利润增幅均不足10%,而老白干酒、口子窖三季报净利润增速均降至五年来最低水平。</p><p>在贵州茅台等一众白马股连续调整的同时,市场也引发了一些对“核心资产”公司股价是否到头的担忧。业内人士分析认为,<em>包括白酒公司在内的白马股今年涨幅较大,目前估值已经不算便宜,同时机构年底获利了结兑现收益、调仓换股,外资大举买入势头放缓等或也是白马股大跌的部分原因。</em></p><p><img src=\"https://static.tigerbbs.com/d9ed37ebfb41702d0b57f3b1d9be22d0\"/></p><p><span>声明:数据宝所有资讯内容不构成投资建议,股市有风险,投资需谨慎。</span></p><p><span><strong><span>数据宝</span></strong></span><span></span></p><p><strong>数据宝(shujubao2015):证券时报智能原创新媒体。</strong></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>突发!一则大消息刚刚落地,影响这个2万亿的板块,茅台们被错杀?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n突发!一则大消息刚刚落地,影响这个2万亿的板块,茅台们被错杀?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/41\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/462b2cc98f70412d82b85c0c4f356ccc);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">数据宝 </p>\n<p class=\"h-time\">2019-12-03 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/47e2dbc096c44b540550cca6121c3d6b\"/></p><p><span>作者:数据宝 梁谦刚 林丽峰</span></p><p>万众瞩目的的《消费税法(征求意见稿)》终于落地,对于市场关注的白酒税率并未调整,也没有提及后移征收改革试点时间表。</p><p> 《消费税法》征求意见 白酒行业税率不变</p><p>12月3日盘后,备受市场关注的《消费税法》终于有最新进展,财政部就《中华人民共和国消费税法(征求意见稿)》向社会公开征求意见。<strong>征求</strong><strong>意见稿保持了现行税制框架和税负水平总体不变,烟、酒消费税税率未变</strong>,取消“一日、三日和五日”等三个计税期间,新增“半年”的计税期间。</p><p>从征求意见稿来看,<span>本次最受关注的酒类消费税仍在“生产(进口)环节”,其中白酒税率为20%加0.5元/500克(或者500毫升);</span><span>黄酒为240元/吨。</span></p><p><img src=\"https://static.tigerbbs.com/1bbf0589ddeb83cf20266e50e5e35fc2\"/></p><p>消费税属于中央税,是我国除了增值税、企业所得税、个税外的第四大税种,在税收结构中占有重要地位。</p><p>数据显示,2018年全年消费税收入首次突破1万亿元,占当期税收收入的约6.8%。今年前10个月,消费税收入达到12120亿元,同比增长18.7%,已经超过去年全年收入。</p><p>在14个消费税目中,占大头的主要是四类,烟、酒、油、车。根据公开数据计算,2017年,烟占比约51%,油占比约35%,车占比约10%,酒占比约3%,其余占比约在1%左右。</p><p>根据现行的消费税暂行条例,酒类消费税目前在生产环节征收,白酒消费税计税包括20%的从价税率和0.5元/斤的从量税。对比发现,<strong>此次征求意见稿未对白酒消费税进行调整。</strong><strong>这也意味着此前盛传的酒类消费税改为从流通环节征收未能实现</strong>,业内人士认为主要是因为现行酒类流通渠道过于复杂造成。<strong>而此前白酒股因酒类消费税或改为流通环节征收而一度遭重创。</strong></p><p>之前,市场一直担心白酒行业的消费税后移,由在生产环节征收移到零售环节征收。<span>由于出厂价远低于零售价,如果按零售价征收,势必会导致白酒行业整体消费税负担加大。</span></p><p>此前中金预计,<em>消费税后移白酒行业的税负将显著增加,目前白酒流通行业各个环节合计的加价率在50%-80%,如果增加12%的消费税,按照中国酒业协会公布的2018年白酒行业出厂口径销售额5364亿元计算,白酒行业的消费税将增加322亿元-515亿元,经销商批发环节预计将承担流通环节此项新增税负的20%-30%。</em></p><p>此次财政部的《消费税法(征求意见稿)》发布,<strong>白酒消费税征收未进行后移且税率不变,市场悬吊的心终于落地,尤其是区域性白酒可以缓口气了。</strong></p><p>白酒板块十个交易日蒸发市值近2000亿元</p><p>白酒板块由于行业的消费属性及整体稳健的业绩增长,一直以来受到机构投资者的青睐。在今年大盘指数跌宕起伏的背景下,白酒板块以行业龙头<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>为代表走出了独立行情。</p><p>证券时报·数据宝统计显示,白酒指数年内累计涨幅高达91.4%,位居细分行业涨幅榜前五位。白酒公司年内股价全线上涨,7家公司年内股价翻倍,分别是<strong><a href=\"https://laohu8.com/S/600809\">山西汾酒</a>、<a href=\"https://laohu8.com/S/000858\">五粮液</a>、<a href=\"https://laohu8.com/S/000799\">酒鬼酒</a>、<a href=\"https://laohu8.com/S/000596\">古井贡酒</a>、<a href=\"https://laohu8.com/S/603369\">今世缘</a>、<a href=\"https://laohu8.com/S/000860\">顺鑫农业</a>、<a href=\"https://laohu8.com/S/000568\">泸州老窖</a></strong>。</p><p>贵州茅台年内累计涨幅92.29%排名白酒板块第8位,公司曾在9月24日和11月21日两度超过<a href=\"https://laohu8.com/S/601398\">工商银行</a>登顶A股市值冠军宝座。不过在11月19日盘中创下历史高点后,贵州茅台上攻乏力,之后在上周五大跌3.98%跌破60日线,最新股价与历史高点相比累计回落近10%。</p><p><img src=\"https://static.tigerbbs.com/37ec0180e21f65d20a5823b815964018\"/></p><p>在本次《消费税法(征求意见稿)》发布之前,整个白酒板块出现了较大幅度的调整。数据显示,<strong>近10个交易日白酒板块累计下跌约7%,白酒公司A股市值也由此前的超2.5万亿元降至最新的2.48万亿元,期间合计蒸发1940亿元。</strong>行业龙头贵州茅台市值蒸发市值1436亿元,五粮液A股市值蒸发290亿元,山西汾酒、泸州老窖、顺鑫农业、<a href=\"https://laohu8.com/S/603198\">迎驾贡酒</a>、今世缘等A股市值蒸发逾10亿元。</p><p>将时间轴放长至全年来看,业绩表现一般的白酒股回调幅度更大。证券时报·数据宝统计显示,<strong><a href=\"https://laohu8.com/S/600199\">金种子酒</a>、<a href=\"https://laohu8.com/S/600197\">伊力特</a>、<a href=\"https://laohu8.com/S/600559\">老白干酒</a>、<a href=\"https://laohu8.com/S/002304\">洋河股份</a>、<a href=\"https://laohu8.com/S/603589\">口子窖</a></strong>较年内高点回落幅度超过20%,其中金种子酒回落幅度34.81%居首。金种子酒前三季度净利润亏损0.72亿元,是白酒公司中亏损金额最大的。伊力特、洋河股份前三季度净利润增幅均不足10%,而老白干酒、口子窖三季报净利润增速均降至五年来最低水平。</p><p>在贵州茅台等一众白马股连续调整的同时,市场也引发了一些对“核心资产”公司股价是否到头的担忧。业内人士分析认为,<em>包括白酒公司在内的白马股今年涨幅较大,目前估值已经不算便宜,同时机构年底获利了结兑现收益、调仓换股,外资大举买入势头放缓等或也是白马股大跌的部分原因。</em></p><p><img src=\"https://static.tigerbbs.com/d9ed37ebfb41702d0b57f3b1d9be22d0\"/></p><p><span>声明:数据宝所有资讯内容不构成投资建议,股市有风险,投资需谨慎。</span></p><p><span><strong><span>数据宝</span></strong></span><span></span></p><p><strong>数据宝(shujubao2015):证券时报智能原创新媒体。</strong></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c922ed6b842d89c98d835db31f7abbd9","relate_stocks":{},"source_url":"http://mp.weixin.qq.com/s?__biz=MzA4MDU0MzQ4Mg==&mid=2653258403&idx=2&sn=0989242a7c7665cce304dad639b7d600&chksm=84738936b30400203e70508ad5c9413023b46a5a016f99b3cfcd2a8395d94442f7e4f78721f9&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"1988559551","content_text":"作者:数据宝 梁谦刚 林丽峰万众瞩目的的《消费税法(征求意见稿)》终于落地,对于市场关注的白酒税率并未调整,也没有提及后移征收改革试点时间表。 《消费税法》征求意见 白酒行业税率不变12月3日盘后,备受市场关注的《消费税法》终于有最新进展,财政部就《中华人民共和国消费税法(征求意见稿)》向社会公开征求意见。征求意见稿保持了现行税制框架和税负水平总体不变,烟、酒消费税税率未变,取消“一日、三日和五日”等三个计税期间,新增“半年”的计税期间。从征求意见稿来看,本次最受关注的酒类消费税仍在“生产(进口)环节”,其中白酒税率为20%加0.5元/500克(或者500毫升);黄酒为240元/吨。消费税属于中央税,是我国除了增值税、企业所得税、个税外的第四大税种,在税收结构中占有重要地位。数据显示,2018年全年消费税收入首次突破1万亿元,占当期税收收入的约6.8%。今年前10个月,消费税收入达到12120亿元,同比增长18.7%,已经超过去年全年收入。在14个消费税目中,占大头的主要是四类,烟、酒、油、车。根据公开数据计算,2017年,烟占比约51%,油占比约35%,车占比约10%,酒占比约3%,其余占比约在1%左右。根据现行的消费税暂行条例,酒类消费税目前在生产环节征收,白酒消费税计税包括20%的从价税率和0.5元/斤的从量税。对比发现,此次征求意见稿未对白酒消费税进行调整。这也意味着此前盛传的酒类消费税改为从流通环节征收未能实现,业内人士认为主要是因为现行酒类流通渠道过于复杂造成。而此前白酒股因酒类消费税或改为流通环节征收而一度遭重创。之前,市场一直担心白酒行业的消费税后移,由在生产环节征收移到零售环节征收。由于出厂价远低于零售价,如果按零售价征收,势必会导致白酒行业整体消费税负担加大。此前中金预计,消费税后移白酒行业的税负将显著增加,目前白酒流通行业各个环节合计的加价率在50%-80%,如果增加12%的消费税,按照中国酒业协会公布的2018年白酒行业出厂口径销售额5364亿元计算,白酒行业的消费税将增加322亿元-515亿元,经销商批发环节预计将承担流通环节此项新增税负的20%-30%。此次财政部的《消费税法(征求意见稿)》发布,白酒消费税征收未进行后移且税率不变,市场悬吊的心终于落地,尤其是区域性白酒可以缓口气了。白酒板块十个交易日蒸发市值近2000亿元白酒板块由于行业的消费属性及整体稳健的业绩增长,一直以来受到机构投资者的青睐。在今年大盘指数跌宕起伏的背景下,白酒板块以行业龙头贵州茅台为代表走出了独立行情。证券时报·数据宝统计显示,白酒指数年内累计涨幅高达91.4%,位居细分行业涨幅榜前五位。白酒公司年内股价全线上涨,7家公司年内股价翻倍,分别是山西汾酒、五粮液、酒鬼酒、古井贡酒、今世缘、顺鑫农业、泸州老窖。贵州茅台年内累计涨幅92.29%排名白酒板块第8位,公司曾在9月24日和11月21日两度超过工商银行登顶A股市值冠军宝座。不过在11月19日盘中创下历史高点后,贵州茅台上攻乏力,之后在上周五大跌3.98%跌破60日线,最新股价与历史高点相比累计回落近10%。在本次《消费税法(征求意见稿)》发布之前,整个白酒板块出现了较大幅度的调整。数据显示,近10个交易日白酒板块累计下跌约7%,白酒公司A股市值也由此前的超2.5万亿元降至最新的2.48万亿元,期间合计蒸发1940亿元。行业龙头贵州茅台市值蒸发市值1436亿元,五粮液A股市值蒸发290亿元,山西汾酒、泸州老窖、顺鑫农业、迎驾贡酒、今世缘等A股市值蒸发逾10亿元。将时间轴放长至全年来看,业绩表现一般的白酒股回调幅度更大。证券时报·数据宝统计显示,金种子酒、伊力特、老白干酒、洋河股份、口子窖较年内高点回落幅度超过20%,其中金种子酒回落幅度34.81%居首。金种子酒前三季度净利润亏损0.72亿元,是白酒公司中亏损金额最大的。伊力特、洋河股份前三季度净利润增幅均不足10%,而老白干酒、口子窖三季报净利润增速均降至五年来最低水平。在贵州茅台等一众白马股连续调整的同时,市场也引发了一些对“核心资产”公司股价是否到头的担忧。业内人士分析认为,包括白酒公司在内的白马股今年涨幅较大,目前估值已经不算便宜,同时机构年底获利了结兑现收益、调仓换股,外资大举买入势头放缓等或也是白马股大跌的部分原因。声明:数据宝所有资讯内容不构成投资建议,股市有风险,投资需谨慎。数据宝数据宝(shujubao2015):证券时报智能原创新媒体。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":991842929,"gmtCreate":1564684097461,"gmtModify":1704707643058,"author":{"id":"3479392627664808","authorId":"3479392627664808","name":"解语花","avatar":"https://static.tigerbbs.com/35302a34de7df816df49c6a050af84c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479392627664808","authorIdStr":"3479392627664808"},"themes":[],"htmlText":"又跳,明天我a完了","listText":"又跳,明天我a完了","text":"又跳,明天我a完了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/991842929","isVote":1,"tweetType":1,"viewCount":3861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}