【国泰海通非银刘欣琦团队】国债等利息收入恢复征税对行业影响有限,继续看好非银

欣琦看金融
03 Aug

非银一周观点8月1日,财政部、税务总局发布《关于国债等债券利息收入增值税政策的公告》,提出8/8后,新发行国债、地方债、金融债的利息收入,恢复征收增值税。该事件对非银行业财务影响有限。截至24年末,证券行业合计债券持仓4.4万亿元,涉及此次增税的3类债券合计2.5万亿元,占比56%。按照3%平均利率估算,一年的利息收入大约745亿元,假设全部按照新规征收,6%增值税下,静态测算将多缴税45亿元,占...

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