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Tax Cuts Not the Remedy: Tory Candidates Have No Realistic Plan to Tackle UK Crisis, Observers Admit_我的网站

春妮的周末时光

一 |     "I think the end of the Johnson administration is a positive thing, despite the infighting," says Rodney Atkinson, an academic and political and economic commentator. "The candidates may be promising irresponsible tax cuts and not understanding how the economy works but the public debate is more mature and in the end the right policies could emerge.",One of the candidates, Sajid Javid, former health secretary, vowed to axe the former chancellor’s plans to raise the corporation tax from 19% to 25% in April 2023, and decrease the rate to 15%. His competitor Jeremy Hunt pledged the lowest rate of business taxes in the Western world, while Liz Truss, yet another contender, is also willing to adhere to "low-tax principles." In contrast, former Chancellor Rishi Sunak, who is seeking the prime ministership along with his party fellows, has placed emphasis on "fiscal prudence" rather than tax cuts, while criticizing other candidates for offering "comforting fairytales.","There are two economic issues here," explains Gayle Allard, a professor of economics at IE University in Spain. "One is the debt, which is clearly a problem for the UK and which would be aggravated by tax cuts. The other is the dilemma between trying to restart growth (which requires a tax cut) and to control very high inflation (which requires a tax increase). And then there is a political objective: voters like tax cuts. Which will win out? I would hope for a short-term tax increase, with the government keeping its promise to reduce it later. I think that makes the most sense.",According to Atkinson, those who are promoting tax cuts without at least equal cuts in state spending are "totally irresponsible.",While the bulk of the candidates are promising anything between 20 and 40 billion in tax cuts, what everyone's really pledging is "to reverse the increase, which was implemented as of April 1," according to Marc Ostwald, chief economist at ADM Investor Services International.,"Let's take, for instance, the corporation tax cut which is being proposed," Ostwald says. "It's not actually a tax cut, because really all it is, is basically saying 'we're not going to implement the increase from 19% to 25% in corporation tax that is planned for next year.' Only Jeremy Hunt, I think, amongst them all is basically pledging to actually cut it down to 15%.",UK's Tory Government Faces Social Collapse, Having No-One But Itself to Blame21 June, 05:48 GMT,However, there are plenty of problems that cannot be fixed by the much-discussed tax cuts, Ostwald underscores: "The UK's infrastructure is atrocious; the level of poverty in the country is bad; the cost of living crisis [is] somewhat worse in the UK than across much of the rest of the developed world.",British unions kicked off a series of industrial actions starting from June 2022, demanding pay raises in line with skyrocketing inflation and protesting over the cost of living crisis. Tens of thousands of railway workers walked off the job in Britain on June 21. Criminal law barristers took to the streets on June 27. Teachers' unions and the civil service have been balloted on possible industrial action, while doctors and nurses are threatening to follow suit. Meanwhile, British rail and transport workers have voted in favor of a new strike in July.,There are also a whole array of problems related to Brexit, including red tape and other "non-tariff barriers" which translated into additional costs for businesses and are eating away at their margins, according to the economist. He laments the fact that neither the Tory nor Labour Party has so far proposed any solutions to these problems.,'We Want to Save Lives': How Tory Cabinets Pushed NHS to the Wall, Disregarded Nation's Health28 June, 17:52 GMT,UK's Political Instability Making Crisis Worse,The unfolding socio-economic instability has been exacerbated by Johnson's resignation and the internal infighting among British Tories is to some extent "damaging the economy by creating unnecessary uncertainty," according to Kevin Dowd, professor of finance and economics at Durham University.,"[A] lot will depend on who wins the leadership," Dowd says. "There are one, maybe two, decent candidates in there but for the most part they are a sorry lot, and I am not optimistic that a good prime minister will emerge… Most if not all of these people do not have a strong grasp of what the country needs, so I expect a lot more policy drift and a bad outcome for the Tories in the next general election.",A big number of contenders for BoJo's position "shows actually that Johnson has left a bit of a vacuum, because he was to some extent actually quite popular, despite all his lies, despite all his gaffes, despite his incompetent policies, despite all the back to and froing," according to Ostwald.,However, none of the 11 contenders "stands out as a genuine leader, as a prime minister, as a leader of a country," the economist emphasizes.,Boris Johnson Pledges Not to Back Any Tory Bidder as 'Dirty' Leadership Race Gains SteamYesterday, 14:30 GMT,'It's Johnson's Fault',It is Johnson who bears "90 percent" of responsibility for the current crisis, the economic observers argue.,"[Johnson] had let state finances get out of control before the COVID Lockdown spending," Atkinson says. "He has been the most irresponsible prime minister since Edward Heath who between 1970 and 1974 led a spending and monetary expansion boom. It resulted in the International Monetary Fund (IMF) controlling the UK economy in 1975. Johnson’s first instinct was more Government and more spending and more borrowing. We will be paying for his failure for decades.",Johnson "must bear a lot of the blame," Kevin Dowd agrees. While having a huge parliamentary majority and the opportunity to make radical reforms free of the shackles of the EU, Johnson "blew it," according to the professor.,"What are the chances of the UK going into recession? I think it's pretty much baked in the cake," echoes Ostwald. "There isn't a lot of momentum there. The trade position is getting worse. The cost of living crisis is quite clearly there and the investment into the UK is getting weaker and I would add that this whole methodology of applying sanctions by seizing assets is particularly bad for the UK. The UK has been attracting foreign capital from Russia, from the Middle East, from Asia, from pretty much anywhere that one can think of for a very, very long time.",However, it's not only the outgoing prime minister who is responsible for the current crisis in the UK, the economist admits: "These have been accumulating for years. People have been going to the food banks in the UK since the numbers started rising in the early 2010s after the global financial crisis and the numbers got a lot worse than in the meantime, particularly due to the cost of living crisis," Ostwald concluded.。     8 月 25 日消息,BOSS直聘今日发布 2026 财年(2026 年 1 月~2026 年 12 月)第二财季(2026 年 4 月~2026 年 6 月)报告:营业总收入:23.99 亿元,同比增长 14.1% 毛利润:20.86 亿元,同比增长 16.22% 毛利率:86.97%,同比增长 1.59 个百分点 归母净利润:19.45 亿元,同比增长 173.1% 经营现金流:9.45 亿元,同比下降 10.2% 基本每股收益:2.14 元,同比增长 164.2% 稀释每股收益:2.1 元,同比增长 165.82% AI 解读 本次财报核心业绩大幅超出市场预期,营收和归母净利润同比增速均显著提速,多项经营指标创下历史新高。

二 | 财报核心亮点营业收入方面,2026财年第二季度实现 23.99 亿元 ,同比增长 14.1% ,增速较一季度进一步提升,其中对企业客户的线上招聘服务收入为 23.84 亿元 ,同比增长 14.7% ,增长主要由付费企业客户增长带动。盈利方面,归母净利润达到 19.42 亿元 ,同比增长 173.1% ;经营利润为 8.63 亿元 ,同比增长 32.6% ,经调整经营利润为 10.5 亿元 ,同比增长 19.2% ;经调整净利润为 10.29 亿元 ,同比增长 9.4%。用户规模方面,2026年第二季度平均月活跃用户达到 70.2百万,同比增加 10.4%,移动端平均月活跃用户规模首次突破 700万,巩固了行业领先地位;截至2026年6月30日过去十二个月的总付费企业客户为 7.2百万,较2025年同期增加 10.8%。

三 | 股东回报方面,公司宣布派发价值约 2.3 亿元 的年度股息,连同今年迄今实施的超过 3 亿元 股份回购,年内通过派息和股份回购进行的股东回报总金额已超过上一年经调整净利润的 100%,充分体现公司对股东回报的承诺。业务展望与未来规划公司持续加大人工智能基础模型能力投入,积极推动AI相关用户和商业产品落地,通过AI能力提升求职招聘效率和匹配精准度,延伸到AI全托管、AI面试等全流程招聘服务,已获得良好用户反馈,初步商业化探索展现出较大潜在市场空间。公司对2026财年第三季度总收入给出前瞻指引,预期总收入介于 24.1 亿元 至 25 亿元 之间,同比增长 11.4% 至 15.6%。相关阅读:风险提示:本文内容由 AI 自动分析生成,仅供参考,不代表观点。如有出入请以证监会指定上市公司信息披露平台为准。本文内容不构成投资建议,如有投资者据此操作,风险自担,对此不承担任何责任。

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