宏觀經(jīng)濟(jì)10月報(bào)三季度gdp回落，經(jīng)濟(jì)面臨一定下行壓力

1、.CN市場(chǎng)有風(fēng)險(xiǎn)，投資需謹(jǐn)慎報(bào)告類型報(bào)告類型正文目錄正文目錄1.最新資訊最新資訊....................................................................................................................................................................................

2、....61.1.央行宣布降準(zhǔn)釋放約7500億資金....................................................................61.2.美墨加自貿(mào)協(xié)定阻止“非市場(chǎng)經(jīng)濟(jì)國家”與美貿(mào)易伙伴簽署自貿(mào)協(xié)定......................................61.3.國常會(huì)確定完善出口退稅政策加快退稅進(jìn)度的措施，部署推進(jìn)棚戶區(qū)改造工作...............

3、...............61.4.劉鶴出席全國國有企業(yè)改革座談會(huì)并講話..............................................................71.5.上海印發(fā)自貿(mào)區(qū)服務(wù)貿(mào)易負(fù)面清單管理辦法............................................................71.6.IMF下調(diào)全球經(jīng)濟(jì)增速預(yù)期..................

4、.........................................................71.7.習(xí)近平主持召開中央財(cái)經(jīng)委員會(huì)第三次會(huì)議全面啟動(dòng)川藏鐵路規(guī)劃建設(shè)...................................81.8.《國務(wù)院辦公廳關(guān)于印發(fā)完善促進(jìn)消費(fèi)體制機(jī)制實(shí)施方案（2018—2020年）的通知》........................81.9.易綱：當(dāng)前中國經(jīng)濟(jì)增長穩(wěn)定，貨幣政

5、策保持穩(wěn)健中性..................................................81.10.《上海與倫敦證券市場(chǎng)互聯(lián)互通存托憑證業(yè)務(wù)監(jiān)管規(guī)定（試行）》發(fā)布....................................91.11.習(xí)近平：強(qiáng)調(diào)強(qiáng)化責(zé)任擔(dān)當(dāng)狠抓貫徹落實(shí)加快推動(dòng)軍民融合深度發(fā)展.....................................91.12.美財(cái)政部再次認(rèn)定中國未

6、操縱匯率..................................................................101.13.劉鶴：采取精準(zhǔn)有效措施大力支持中小微企業(yè)發(fā)展....................................................101.14.郭樹清：近日我國金融市場(chǎng)的異常波動(dòng)，與經(jīng)濟(jì)發(fā)展基本面嚴(yán)重脫節(jié)................................

7、....111.15.劉士余提六大措施提振市場(chǎng)信心....................................................................111.16.劉鶴主持國務(wù)院金融穩(wěn)定發(fā)展委員會(huì)專題會(huì)議........................................................121.17.個(gè)稅專項(xiàng)附加扣除暫行辦法（征求意見稿）發(fā)布................

8、......................................131.18.國常會(huì)：決定設(shè)立民營企業(yè)債券融資支持工具以市場(chǎng)化方式幫助緩解企業(yè)融資難.........................141.19.劉士余：鼓勵(lì)私募股權(quán)與創(chuàng)投基金積極參與企業(yè)并購重組、債轉(zhuǎn)股以及股權(quán)融資..........................151.20.央行增加再貸款和再貼現(xiàn)額度1500億元.....................

9、........................................151.21.央行：設(shè)立民營企業(yè)債券融資支持工具..............................................................151.22.習(xí)近平：把自由貿(mào)易試驗(yàn)區(qū)建設(shè)成為新時(shí)代改革開放新高地............................................161.23.李克強(qiáng)：堅(jiān)定信心攻堅(jiān)

10、克難調(diào)動(dòng)各方面積極性，促進(jìn)經(jīng)濟(jì)持續(xù)平穩(wěn)運(yùn)行和高質(zhì)量發(fā)展......................161.24.銀保監(jiān)會(huì)發(fā)布《關(guān)于保險(xiǎn)資產(chǎn)管理公司設(shè)立專項(xiàng)產(chǎn)品有關(guān)事項(xiàng)的通知》..................................171.25.公司法修改股份回購制度“升級(jí)”.................................................................171.26.銀保監(jiān)會(huì)就

11、《保險(xiǎn)資金投資股權(quán)管理辦法（征求意見稿）》公開征求意見.................................181.27.歐洲央行維持利率不變............................................................................181.28.美國三季度GDP3.5%，不及前值，但為2015年以來同期最高.............................

12、..............191.29.新華社：中央遏制房?jī)r(jià)上漲的決心不會(huì)發(fā)生改變......................................................191.30.證監(jiān)會(huì)：優(yōu)化交易管理，減少交易阻力，增強(qiáng)市場(chǎng)流動(dòng)性..............................................191.31.中央經(jīng)濟(jì)工作會(huì)議：研究解決民營企業(yè)、中小企業(yè)發(fā)展中遇到的困難.........

13、...........................201.32.習(xí)近平同美國總統(tǒng)特朗普通電話，雙方就中美經(jīng)貿(mào)問題交換意見........................................201.33.習(xí)近平：支持民營企業(yè)發(fā)展并走向更加廣闊舞臺(tái)......................................................211.34.證券交易印花稅率保持不變，稅率調(diào)整改由國務(wù)院決定.....

14、...........................................221.35.證監(jiān)會(huì)試點(diǎn)定向可轉(zhuǎn)債并購支持上市公司發(fā)展........................................................221.36.國常會(huì)：確定進(jìn)一步促進(jìn)就業(yè)的針對(duì)性措施，決定延長階段性降低失業(yè)保險(xiǎn)繳費(fèi)費(fèi)率政策執(zhí)行期限..........221.37.央行發(fā)布中國金融穩(wěn)定報(bào)告（2018）.........

15、.......................................................231.38.默克爾將不再尋求連任德國總理....................................................................241.39.歐盟三季度GDP為4年來新低.......................................................

16、..............241.40.日本央行維持利率不變，下調(diào)18年經(jīng)濟(jì)預(yù)期.........................................................242.基本面基本面................................................................................................................

17、..........................................................................262.1.經(jīng)濟(jì)增長.........................................................................................262.1.1.工業(yè)增加值增速回落..............................

18、...............................................282.1.2.城鎮(zhèn)固定資產(chǎn)投資增速小幅回升...................................................................302.1.3.名義消費(fèi)回升，實(shí)際消費(fèi)回落...............................................................

19、......31.CN市場(chǎng)有風(fēng)險(xiǎn)，投資需謹(jǐn)慎報(bào)告類型報(bào)告類型圖34(對(duì)香港進(jìn)出口增速，%)...................................................................................................................................................34圖35(原油、銅、鐵礦石、汽車進(jìn)口同比增速，%)..

20、.............................................................................................................34圖36(當(dāng)月實(shí)際使用外資金額，左：億美元，右：%)....................................................................................

21、.......................34圖37(當(dāng)月非金融類對(duì)外直接投資，左：億美元，右：%)...................................................................................................34圖38(對(duì)外承包工程完成額和外勞務(wù)人數(shù)增速，%)...........................................

22、....................................................................35圖39(CPI同比和環(huán)比增速，%).....................................................................................................................................

23、...........35圖40(食品和非食品CPI同比增速，%)................................................................................................................................35圖41(CPI分項(xiàng)環(huán)比增速，%).........................................

24、........................................................................................................36圖42(生豬和能繁母豬存欄數(shù)，萬頭)................................................................................................

25、.........................36圖43(PPI同比和環(huán)比增速，%)................................................................................................................................................36圖44(生產(chǎn)資料和生活資料價(jià)格同比增速，%)........

26、...............................................................................................................36圖45(PPI分項(xiàng)環(huán)比增速，%)...........................................................................................

27、......................................................37圖46(NYMEX輕質(zhì)原油收盤價(jià)(活躍合約)，美元桶)................................................................................................37圖47(環(huán)渤海動(dòng)力煤綜合平均價(jià)指數(shù)，元噸)..................

28、...........................................................................................37圖48(鋼材綜合價(jià)格指數(shù))..................................................................................................................

29、.........................37圖53(M1和M2同比增速，%)..............................................................................................................................................38圖54(M2和貸款余額同比增速，%)...............

30、..........................................................................................................................38圖55(M0同比增速，%)...................................................................................

31、.......................................................................38圖56(基礎(chǔ)貨幣增速與貨幣乘數(shù)，%).................................................................................................................................

32、......38圖57(對(duì)銀金融機(jī)構(gòu)債權(quán)，億元，%).......................................................................................................................................38圖58(存款性公司對(duì)非金融機(jī)構(gòu)及住戶債權(quán)，億元).................................

33、..................................................................38圖59(政府債、金融債市場(chǎng)托管余額，億元)..............................................................................................................38圖60(公司債、同業(yè)存單市場(chǎng)托管余額，

34、億元)..........................................................................................................38圖61(中央銀行外匯占款，億元).............................................................................................

35、...................................39圖62(貨幣當(dāng)局的政府存款，億元)............................................................................................................................39圖63(新增存款和存款余額增速，左：億元，右：%)...............

36、............................................................................................39圖64(居民、企業(yè)和財(cái)政存款變化，億元)..........................................................................................................

37、.......39圖65(企業(yè)活期存款與非銀金融機(jī)構(gòu)存款，億元).......................................................................................................40圖66(企業(yè)活期存款與非銀金融機(jī)構(gòu)存款增速，%)...........................................................

38、..................................................40圖67(新增人民幣貸款及各項(xiàng)貸款余額同比，億元，%).......................................................................................................40圖68(新增居民中長貸與商品房成交面積).................

39、................................................................................................40圖69(居民和非金融性公司中長期貸款變化，億元)..................................................................................................

40、.41圖70(新增社會(huì)融資總量及同比變化，左：億元，右：%).....................................................................................................41圖71(社會(huì)融資規(guī)模存量占比，%)......................................................................

41、.....................................................................41圖72(新增社融與國債、地方政府債券、外匯占款，億元)........................................................................................41圖73(社會(huì)融資分項(xiàng)，億元)..................

42、.....................................................................................................................41圖74(銀行間債券回購利率，%).....................................................................................

43、..........................................................42圖75(票據(jù)直貼利率，%)...................................................................................................................................................

44、.....42圖76(10年期和1年期國債收益率，%)....................................................................................................................................42圖77(中國、美國10年期國債收益率，%)......................................

45、.......................................................................................42圖78(10年期國債收益率與名義GDP增速，%)...........................................................................................................

46、......43圖79(銀行間同業(yè)拆借加權(quán)平均利率，%)...............................................................................................................................43圖80(理財(cái)產(chǎn)品預(yù)期年收益率，%)..............................................

47、.............................................................................................43圖81(同業(yè)存款利率與理財(cái)產(chǎn)品收益率，%)........................................................................................................

48、...................43圖82(溫州民間借貸綜合利率，%)...........................................................................................................................................44圖83(金融機(jī)構(gòu)貸款利率，%)..........................

49、......................................................................................................................44圖84(城投債和企業(yè)債到期收益率（AA）5年期，%)..........................................................................