2023年9月中国社会融资规模为4120亿元,同比升16%,环比升32%
本研究报告由海通国际分销,海通国际是由海通国际研究有限公司,海通证券印度私人有限公司,海通国际株式会社和海通国际证券集团其他各成员单位的证券研究团队所组成的全球品牌,海通国际证券集团各成员分别在其许可的司法管辖区内从事证券活动。关于海通国际的分析师证明,重要披露声明和免责声明,请参阅附录。(Please see appendix for English translation of the disclaimer)Equity – Asia Research《 2023年9月中国社会融资规模为4120亿元,同比升16%,环比升32%》“China's social financing of Sep23 Totaled Rmb412bn, up 16% YoY and 32% MoM”吴旖婕 Yijie Wulisa.yj.wu@htisec.com2023年10月30日2金属单位最新报价23Q3均价23Q2均价现价较23Q3均价变化铜美元/吨8039.008389.398943.71-4.18%铝美元/吨2191.002198.632433.59-0.35%锌美元/吨2457.002440.393098.700.68%锡美元/吨24850.0026732.8126357.58-7.04%镍美元/吨18225.0020554.0626204.38-11.33%金美元/盎司1998.501947.181897.072.64%银美元/盎司22.8923.7522.61-3.65%金属锂元/吨1700680.001753222.222708686.44-3.00%铁矿石元/吨878.00821.08876.666.93%螺纹钢元/吨3694.003750.204156.71-1.50%氧化镨钕元/吨512000.00485781.25666573.775.40%仲钨酸铵元/吨178380.00179341.41178220.34-0.54%镁元/吨22500.0023616.4122429.66-4.73%表:主要产品的最新价格、年初价格及年初至今涨跌幅(截止2023年10月27日)资料来源:WIND1. 主要产品价格数据For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.comMAuXgWgVaXnZaXkZpOoMaQcM6MnPnNsQsReRpOpPjMsRoP6MoPrPwMoNpRMYnQxO32. 智利铜矿产量•智利铜矿产量:2023年8月智利铜矿产量为429500吨,同比上升3.37%,环比下降0.32%。资料来源:智利铜委员会,海通国际For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com43. 全球原铝产量•全球原铝产量:2023年8月全球原铝产量为587.1万吨,同比上升3.56%,环比下降2.56%。资料来源:全球铝业协会官网,海通国际For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com-4%-2%0%2%4%6%8%460480500520540560580600620全球铝产量月度数据及同比增速全球原铝月度产量(万吨,左轴)同比增速(%,右轴)5•中美欧电动车总计销量:2023年9月中美欧电动车总计销量为1242521辆,同比上升19.99%,环比上升12.08%。图:中美欧新能源车销量资料来源: Wind,InsideEV,Clean technica,海通国际4.中国+美国+欧洲的电动车销量和同比For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com65. 中国电网投资额及同比•中国电网投资额:2023年9月中国电网基本建设投资额为582亿元,同比上升19.51%,环比上升150.96%。图:中国电网基本建设投资额及同比增速资料来源:Wind,海通国际For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com76. 中国社会融资规模及同比•中国社会融资规模:2023年9月中国社会融资规模为4120亿元,同比上升16.35%,环比上升31.89%。图:中国社会融资规模月度数据及同比增速资料来源:Wind,海通国际For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com87. 中国和美国新屋开工数据及同比•中国新屋开工:2023年9月中国新屋开工面积为5622万平方米,同比上升5.74%,环比上升57.13%。•美国新屋开工:2023年9月美国新屋已开工135.80万套,同比下降7.18%,环比上升7.01%。图:美国新屋开工月度数据及同比增速图:中国月度新屋开工面积及同比增速资料来源:wind,海通国际For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec
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