【银河银行张一纬】行业点评丨财政金融六项政策落地,关注结构调优和息差改善——财政金融促内需一揽子政策点评

中国银河证券研究
Jan 23

【报告导读】1.财政贴息将对银行优结构、稳息差形成积极支撑。2.风险分担机制优化有助稳定银行资产质量预期,提高贷款投放不良容忍度。核心观点事件:1月20日,国新办举办两场发布会,同日财政部等多部门密集发布一揽子财政金融协同促内需政策组合,涉及六项政策:(1)实施中小微企业贷款贴息政策,针对相关重点领域产业链及其上下游产业的中小微民营企业固定资产贷款以及参与项目使用的新型政策性金融工具资金,给予...

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