广发证券资深宏观分析师吴棋滢分析,上半年国债、地方政府债券发行进度不及去年同期,下半年尤其是三季度发行节奏有望提速。结合

智通财经
Jul 09
广发证券资深宏观分析师吴棋滢分析,上半年国债、地方政府债券发行进度不及去年同期,下半年尤其是三季度发行节奏有望提速。结合各省份已公布的发债方案,三季度基建类新增专项债计划发行规模较二季度明显扩容;叠加2025年三季度专项债发行节奏偏缓,测算三季度专项债发行量同比有望提升30%,环比增幅同样可观。

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