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存款類金融機構：債券投資單月增量（億元）-行業數據

存款類金融機構：債券投資單月增量（億元）
存款類金融機構：債券投資單月增量（億元）
我們以“信貸增量-政府債增量-央行購買債量”的同比多增額作為銀行廣義資負缺口額。信貸用全口徑信貸為銀行廣義資負缺口 1，2024 年缺口約 4.5 萬億。信貸用實體信貸（扣票）為銀行廣義資負缺口 2，2024 年缺口額約 6.3 萬億。
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存款類金融機構：債券投資單月增量（億元）_第1頁
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存款類金融機構：債券投資單月增量（億元）_第9頁
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存款類金融機構：債券投資單月增量（億元）_第10頁
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存款類金融機構：債券投資單月增量（億元）_第12頁
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所屬報告： 銀行業研思錄之三：何為“資產荒”-250312（16頁）.pdf
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