Morgan Stanley-China Financials June data More evidence of a shift away f...-109194456

报告摘要

July 12, 2024 03:38 PM GMT China Financials | Asia Pacific Morgan Stanley Asia Limited+

核心要点

11.5
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10.5
10.0

报告信息

文件全名: 《Morgan Stanley-China Financials June data More evidence of a shift away f...-109194456.pdf》
适合读者: 战略规划行业研究员
核心数据: Headline TSF growth moderated to 8.1% in June with more rational loan
expected – new household and corporate loans declined 41% and 29% yoy,
respectively. Notably, YTD new short-term household loans declined 79% yoy, likely
31% yoy, amid a new norm in property sales and reduced window guidance on
loan declined 39%, or Rmb623bn, yoy, from a high base last year. We believe the
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常见问题

《Morgan Stanley-China Financials June data More evidence of a shift away f...-109194456》主要包含哪些内容?

July 12, 2024 03:38 PM GMT China Financials | Asia Pacific Morgan Stanley Asia Limited+核心数据:Headline TSF growth moderated to 8.1% in June with more rational loan;expected – new household and corporate loans declined 41% and 29% yoy,;respectively. Notably, YTD new short-term household loans declined 79% yoy, likely。

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本报告由Morgan Stanley发布,发布于 2024 年。

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覆盖 2024 年,全文约 11。

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