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《11月草根調(diào)研：宏觀預(yù)期悲觀，消費(fèi)表現(xiàn)繼續(xù)亮眼》由會員上傳分享，免費(fèi)在線閱讀，更多相關(guān)內(nèi)容在行業(yè)資料-天天文庫。
1、行業(yè)深度研究報告目錄一、宏觀：環(huán)保限產(chǎn)壓力加大....................................................................................................................................6（一）受四季度限產(chǎn)影響，京津冀區(qū)域四季度經(jīng)濟(jì)下行壓力將明顯加大，壓力以河北為最..............................6（二）環(huán)保限產(chǎn)幾乎對所有行業(yè)都造成影響...........
2、............................................................................................6（三）京津冀協(xié)同發(fā)展面臨挑戰(zhàn)，雄安利好未兌現(xiàn)卻先現(xiàn)弊端..........................................................................6（四）地方治理效率和執(zhí)行力顯著提升，導(dǎo)致“一刀切”問題凸顯................................
3、........................................6二、銀行：利率上行趨勢不改，信貸市場顯著分化...................................................................................................7（一）信貸額度：整體較為緊張...............................................................................
4、..........................................7（二）貸款利率：上行趨勢不改.........................................................................................................................7（三）信貸投向：分化較大.................................................................
5、................................................................7（四）不良貸款風(fēng)險：放緩.................................................................................................................................7（五）理財：發(fā)展受利率環(huán)境限制..................................
6、....................................................................................7三、水泥：需求正旺，東南引領(lǐng)................................................................................................................................8（一）需求轉(zhuǎn)旺，全國水泥市場高位運(yùn)行..........
7、.................................................................................................8（二）環(huán)保限產(chǎn)已經(jīng)逐步開始，部分地區(qū)水泥開始限量發(fā)售..............................................................................8（三）市場稍有分化，報喜成為基調(diào).....................................
8、.............................................................................8（四）市場情緒偏積極，接近6成被調(diào)研機(jī)構(gòu)看漲水泥價格.............................................................................9四、鋼鐵：市場偏悲觀，多空分歧在環(huán)保限產(chǎn)力度....
