【立方债市通】央行公布重要数据/超六成融资平台隐性债务已清零/河南38笔新增债券资金用途调整

Key Points - Over 60% of financing platforms have cleared their hidden debts, indicating accelerated reform and transformation in the financing platform sector [1] - The Ministry of Finance has issued 4 trillion yuan of the 6 trillion yuan special debt limit, reducing average debt interest costs by over 2.5 percentage points, saving over 450 billion yuan in interest expenses [1] - The National Development and Reform Commission is promoting the expansion of the REITs market, focusing on infrastructure assets such as toll roads and clean energy [1][2] - The People's Bank of China has announced a new evaluation method for primary dealers, effective from 2025, to enhance monetary policy transmission [4] - The State Council is implementing measures to promote private investment, focusing on expanding access and removing barriers for private capital in new infrastructure and emerging service sectors [6] - As of August, M2 growth was 8.8% and M1 growth was 6%, indicating a narrowing gap between the two [7] - The People's Bank of China will conduct a 600 billion yuan reverse repurchase operation, indicating ongoing liquidity management [9] - The Ministry of Finance plans to issue 2.42 trillion yuan in government bonds, including 820 billion yuan in ultra-long-term special bonds [20] - The issuance of green corporate bonds and other innovative debt instruments is on the rise, reflecting a focus on sustainable financing [17][22]