A股異動 | 跨境電商概念股迎新政策支持集體走高 機構稱出海是大勢所趨
格隆匯2月2日丨跨境電商概念股走高,焦點科技、中遠海科漲停,萬里馬漲9%,星徽股份漲7%,海南椰島漲5%,跨境通、生意寶漲2%。近日,財政部、海關總署、税務總局聯合發佈《關於跨境電子商務出口退運商品税收政策的公吿》:對自本公吿印發之日起1年內,在跨境電子商務海關監管代碼(1210、9610、9710、9810)項下申報出口,且自出口之日起6個月內因滯銷、退貨原因原狀退運進境的商品(不含食品),免徵進口關税和進口環節增值税、消費税;出口時已徵收的出口關税准予退還。業內人士分析,部分跨境電商出口商品可能會滯銷或者退換貨,其中的多數商品被企業在海外以促銷、轉賣或銷燬等方式處理,但仍有少量需退運進境。這一政策將為跨境電商出口企業挽回不少退運成本,使企業減少後顧之憂,也將為跨境電商行業發展注入信心。中信建投指,跨境電商出海是大勢所趨,巨頭作為“排頭兵”其佈局應更加受到關注,在國內政策持續推動、“一帶一路”“RCEP”等市場不斷開拓之下,看好行業平台發展機會。

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