First, the "tax payment" of enterprises has sparked discussions, and experts have called for the reform of the fiscal and taxation system and the reduction of the nominal tax burden
In addition to Bohui shares and Zhijiang Liquor, since the beginning of this year, companies including Shanghai Shunhao New Material Technology Co., Ltd. (Shunhao shares, 002565), Peking University Pharmaceutical Co., Ltd. (Peking University Pharmaceutical, 000788), Zangge Mining Co., Ltd. (Zangge Mining, 000408), Hualin Securities Co., Ltd. (Hualin Securities, 002945), Shenzhen Lianjian Optoelectronics Co., Ltd. (Lianjian Optoelectronics, 300269) and other companies have issued announcements on the payment of back taxes.
According to the above announcement, the reasons for enterprises to be called for tax are different, including policy changes, undercalculation of tax, failure to declare in accordance with regulations, and deviation in policy understanding. The types of taxes and fees that are being collected include consumption tax, enterprise income tax, value-added tax, urban maintenance and construction tax, etc.
In the discussion triggered by the case of "paying taxes" for enterprises, there are many calls for the reform of the fiscal and taxation system.
Second, this year's government work report proposes to plan a new round of fiscal and taxation system reform
With the release of the "Audit Report of the State Council on the Implementation of the Central Budget and Other Fiscal Revenues and Expenditures in 2023" issued by the National Audit Office, the clarion call for a new round of fiscal and taxation system reform has been sounded. On the morning of July 2, the concept of fiscal and tax reform stocks broke out collectively, and 3 shares of Watertek Information, Pulian Software, and Kechuang Information gained a 20cm daily limit, and tax friends won 5 daily limits in the past 6 trading days. Behind this wave of market, it highlights the market's high attention and expectation for fiscal and tax reform
The meeting then discussed fiscal and taxation reforms in order to solve the problem that the lack of funds in land finance after the local governments is consistent with the central government's local powers.
Tax friends have a foresight, five days and four boards, and only today has the consistent market of the financial and tax digital sector been formed. Fiscal and taxation reform is a super theme, and it is also a new theme, which is expected to be hyped for a while and resolutely intervened.
Zhongke Jiangnan (SZ301153)$ is the leader of the financial and taxation digital industry, and today it has not been able to become a market leader, a little sluggish, and with the deepening of the market, it will share the dividends of the plate and even lead the market as a leader. Last year's performance was 300 million, which was very good (the peak of settlement in the fourth quarter of each year).
Donggang shares (SZ002117)$ is also one of the core targets of fiscal and tax digitalization, with good performance and a moderate plate of just 4 billion.
Third, the subject matter of fiscal and taxation reform
Tax Friends Co., Ltd.: The company's main business is to G digital government business, To B SaaS subscription and consulting services. In the field of digital government affairs, the company is the core supplier of the third phase of the national golden tax and the fourth phase of the golden tax project, and has successively undertaken major reform projects such as the national individual income tax reform service project, the national leading smart electronic tax bureau, big data tax risk management, and national electronic invoice.
Watertek: In the field of tax informatization, as a major provider of tax informatization products and services in China, the company is mainly engaged in the sales and service of SaaS service platforms related to the financial and taxation industry nationwide.
Science and technology information: The company's industry application business is mainly oriented to government functional departments such as public security, finance and taxation, market supervision, health, education, etc., using advanced technologies such as cloud computing, big data, and mobile Internet to provide comprehensive information solutions in the professional fields of various departments.
Digital authentication: The company's specific applications in the tax field include the company's provision of digital certificates, electronic signatures and other services for the tax department, and enterprise users using the legal person certificate issued by the company to log in to the tax system to handle tax declaration related business.
Boss Software: According to the interactive news on April 28, 2023, the core of the fourth phase of the Golden Tax has changed from ticket-controlled tax to digital tax governance, and each manufacturer on the digital transformation track has its own differentiated competition strategy. Focusing on digital invoices, electronic vouchers, industry, finance and tax collaboration, Bosyun is willing to provide assistance and services for the digital + intelligent direction of enterprises.
Aerospace Information: The company's main business is the golden tax industry, financial technology service industry, smart industry, and network information industry. The company's main products are golden tax basic business, smart tax, smart products, key customer solutions, cloud tax ecological business, training business, financial and tax services, financial services, credit services, financial technology, smart public security, smart food and agriculture, smart market supervision, smart transportation, smart finance, etc.
Jiuqi software: At present, the company mainly provides tax source management and comprehensive tax management system for government customers, and provides financial and tax management systems covering all taxes for enterprise group customers, and related products currently contribute a relatively low proportion of revenue to the company.
Sunline Technology: At present, the company mainly provides tax source management and comprehensive tax management systems for government customers, and provides financial and tax management systems covering all taxes for enterprise group customers, and related products currently contribute a relatively low proportion of revenue to the company.
Zhongke Jiangnan: The company has assisted customers in establishing a financial fund and business management system from centralized payment by the treasury to the integrated management of the financial budget, built a financial digital service system from financial big data to cloud finance of budget units, and built a core data element circulation and application infrastructure such as financial data network of budget units, electronic accounting voucher circulation, and medical electronic bill circulation. The application space of the digital economy has been expanded in the fields of electronic voucher accounting data standards, smart medical insurance, electronic licenses, and digital RMB, and has achieved good business results and market repercussions.
Donggang Co., Ltd.: The company actively participates in the promotion of financial and taxation business, and makes use of its advantages in the field of electronic invoices and blockchain invoices to keep up with the pace of fiscal and taxation reform. At present, the company has made expected progress in technology research and development and market promotion, and has cooperated with a number of large enterprises and government agencies, aiming to seize the market opportunities brought about by fiscal and tax reforms and achieve sustainable business growth
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