Core Viewpoint - The article discusses the acceleration in local government bond issuance, indicating that the issuance limit of 500 billion may have already been exceeded halfway through the period [2] Group 1: Issuance Trends - Local government bond issuance has accelerated, with a notable increase in the volume compared to previous weeks [2] - The article suggests that the issuance pace may slow down in the upcoming week, indicating a potential shift in market dynamics [2] Group 2: Financial Implications - The current issuance limit of 500 billion is highlighted, with the implication that the remaining capacity may be limited as more bonds are issued [2] - The article emphasizes the importance of monitoring the issuance trends closely, as they can impact liquidity and investment opportunities in the market [2]
【申万固收|地方债周报】发行提速但下周再降速,5000亿结存限额发行或已过半——地方债周度跟踪20251128
申万宏源证券上海北京西路营业部·2025-12-04 02:11