投资要点（1）10 月新增信贷同比少增约2000 亿元：预计10 月新增人民币贷款（信贷口径）约3000 亿元左右，同比少增约2000 亿元。新增实体人民币贷款（社融口径）约1000 亿元。10 月季初月信贷诉求整体偏弱，同时受9 月末冲量透支影响。（2）新增信贷整体偏弱：预计对公中长期贷款同比偏弱。大型企业和中小企业供需两端偏弱，融资需求预防性偏弱，尤其是出口数据自2025 年3 月以来首次...
Source Link投资要点（1）10 月新增信贷同比少增约2000 亿元：预计10 月新增人民币贷款（信贷口径）约3000 亿元左右，同比少增约2000 亿元。新增实体人民币贷款（社融口径）约1000 亿元。10 月季初月信贷诉求整体偏弱，同时受9 月末冲量透支影响。（2）新增信贷整体偏弱：预计对公中长期贷款同比偏弱。大型企业和中小企业供需两端偏弱，融资需求预防性偏弱，尤其是出口数据自2025 年3 月以来首次...
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