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日用消费品:催化白酒市场推荐12股

????????核心观点上周一在白酒板块领涨下,大盘接近3100点,之后处于震荡走势,周五收于3104.15点。上周,恰逢第100届糖酒大会的召开,糖酒会第一天,五粮液(000858)全国经销商大会的积极反馈,点燃了板块的热度,之后茅台(600519)、山西汾酒(600809)等相继举行经销商大会。春糖反馈春节以来大多渠道动销良性且库存处于较低水,并且酒企积极规划年度计划,例如,五粮液营销改革方案启动;老窖提出国窖1573”、“泸州老窖(000568)”双品牌实现双百亿;汾酒提出“过长江,破华东,占上海”。行业走势回顾市场整体表现,上周,沪深300指数上涨2.37%,收于3833.80点,其中食品饮料行业上涨5.15%,跑赢沪深300指数2.78个百分点,在28个申万一级子行业中排名3。细分领域方面,上周,食品饮料板中葡萄酒涨幅最大,上涨7.50%,其次是食品综合(5.83%)、白酒(5.52%)、乳品(5.09%);只有其他酒类处于下得状态,下跌(2.13%)。个股方面,金种子酒(600199)(41.94%)、黑芝麻(000716)(31.81%)、酒鬼酒(22.09%)、金字火腿(002515)(16.40%)有领涨表现。行业重点数据跟踪猪肉价格方面,截至2019年3月22日,22个省猪肉均价(周)为22.10元/千克,同比上涨17.87%;生猪均价(周)为15.30元/千克,同比上涨46.59%;仔猪均价(周)为41.41元/千克,同比上涨53.14%。奶价方面,截至2018年3月13日,我国奶牛主产省(区)生鲜乳平均价格3.59元/公斤,同比上涨3.80%。本周行业要闻及重要公告(1)糖酒快讯报道,3月18日,“600年敬启未来”2019水井坊新品发布会在成都举行。继新春档连发“两箭”后,这一次,水井坊又一口气发布了三款重磅新品:井台丝路版、井台珍藏和臻酿八号禧庆版。(2)糖酒快讯报道,3月18日上午,在第100届春季糖酒会期间,舍得智慧名人说纪念酒在索菲特酒店召开上市发布会。会间,“舍得智慧名人说”纪念酒共五款正式发布。投资建议在白酒方面,继续看好白酒板块,建议关注贵州茅台(600519)、五粮液、泸州老窖、山西汾酒、古井贡酒(000596)、洋河股份(002304)、口子窖(603589)、今世缘(603369)、顺鑫农业(000860)等;大众消费品方面,看好食品行业龙头,建议关注伊利股份(600887)、海天味业(603288)、涪陵榨菜(002507)、绝味食品等。风险提示:宏观经济风险、食品安全风险、市场风格转变风险

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Korean companies demand practical tax breaks instead of exhibitionist moves

????South Korean President Moon Jae-in subscribes to an equity fund investing in small and midsize companies in materials, components, and equipment sectors, at NH陈章永_今日消息 NongHyup Bank headquarters in Seoul on Monday. [Photo by Lee Chung-woo] Korean companies require “actual” stimuli actions such as t马伊琍三胎_今日消息ax breaks to combat increasing challenges, a lobby group suggested as the president subscribed to a fund devoted to invest in stocks of materials in a symbolic show of “support” for the Korean corporate深圳欧洲城_今日消息 team in the face of trade embargoes from Japan.

President Moon Jae-in on Monday dropped by a NH NongHyup bank to personally sign into the bank’s new fund investing in local firms engaged in materials, components, and equipment manufacturing as a part of the government’s push to groom and localize the supply chain for IT segment as it faces supply curbs from Japan.

The Blue House said that the subscription was made in a show of support for companies in materials, parts, and equipment sectors that require fast support in the face of Japan’s economic retaliation.

Upon signing up for the equity fund, Moon said that innovative enterprises must multiply to strengthen the country against external challenges.

“Growth in basic materials, parts, and equipment industries is essential,” he said.

The Korea Economic Research Institute (KERI) under Federation of Korean Industries however demanded government actions of substance to stimulate corporate activity and growth.

KERI said it submitted a proposal to the Ministry of Economy and Finance, demanding revisions in tax codes on corporations. KER火锅广告_今日消息I noted that tax support on large companies’ research and development sector is at 27th out of 36 members of the Organization for Economic Cooperation and Development countries and asked for a cut in corporate tax rate and more practical benefits.

In particular, KERI proposed the government a plan of increasing tax deduction rate by 3-5 percentage points for current tax method and 15 percentage points for incremental method. The institute also noted that R&D tax support on small- and mid-size firms ranks 11th of 36公开市场_今日消息 OECD countries but 27th when it comes to large companies.

KERI suggested that the government increase tax deduction rate for facility investment that has be lowered to 1 percent for large companies to 3 percent and re-introduce tax credit for temporary investment that was abolished in 2011.

KERI noted that the tax deduction rate for facility investment for large companies in particular has been reduced since 2014 – for example, the deduction rate for energy saving facilities from 10 percent to 1 percent and environment saving facilities from 10 percent to three percent.

The institute suggested that the government simplify and cut down on the number of overall standard taxation brackets by four to two and cut taxation rate by 2.2-5.5 percentage points. It highlighted the fact that Korea’s corpor俄媒_今日消息ate tax rate hovers at 27.5 percent, which is higher than the OECD average of 23.5 percent.

[? Maeil Business Newspaper & mk.co.kr, All rights reserved]