投资要点:“反内卷”投流税&育儿补贴政策相关投资机会“投流税”出台,关注清洁电器、宠物食品、厨房小家电等竞争格局和盈利改善机会:《〈中华人民共和国广告法〉适用问题执法指南(一)》规定从10 月1 日开始,企业产生的投流费用被归为广告费和业务宣传费,其税前扣除额度不得超出年度营业收入的15%,超出的部分则按规定计征企业所得税。建议关注清洁电器、宠物食品、厨房小家电等板块竞争格局和盈利能力的改善。育儿...
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