银行角度看9月社融:M1增速提升,预计季末理财资金回流【中泰银行·戴志锋/邓美君】

传统借贷vs新型...
Oct 16

报告摘要社融情况:9月社融新增3.53万亿,较去年同期少增2297亿元,新增规模高于万得一致预期(3.27万亿元)。新增社融同比增8.7%,增速较8月下降0.1个百分点。社融结构分析:信贷仍是主要拖累项,政府债支撑力度进一步减弱。具体来看,1、表内信贷:9月人民币贷款新增1.61万亿元,较去年同期少增3662亿元。2、表外信贷情况:未贴现银行承兑汇票增加3235亿元,同比多增1923亿元;信托贷款...

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