【内容摘要】11月26日，资金面依然宽松；债市承压走弱；转债市场有所走弱，转债个券多数下跌；各 期限美债收益率走势分化，主要欧洲经济体10年期国债收益率普遍下行。 一、债市要闻 （一）国内要闻 【信用修复管理办法明年4月起施行】国家发改委11月26日公布《信用修复管理办法》，自2026年4月1 日起施行。办法提出，信用主体依法享有信用修复的权利。除法律、法规或党中央、国务院政策文件明 确规定不可修复的情形外，满足相关条件的信用主体均可按要求申请信用修复。失信信息按照失信严重 程度实行分类管理，原则上划分为"轻微、一般、严重"三类，按照过罚相当原则，分别设置不同的公示 期限，公示期限自司法、行政公务文书认定之日起开始计算。轻微失信信息原则上不予公示；行业主管 部门认为确有必要公示的，公示期最长不超过3个月，且法定责任履行完毕即可申请修复。一般失信信 息的最短公示期为3个月，最长为1年。严重失信信息的最短公示期为1年，最长为3年。 【六部门合力优化供给，到2027年形成3个万亿级消费领域】11月26日，工业和信息化部等六部门联合 印发《关于增强消费品供需适配性进一步促进消费的实施方案》，旨在以消费升级引领产业升级 ...

Key Points - The Chinese Ministry of Commerce's international trade representative Li Chenggang held discussions with U.S. officials regarding the implementation of agreements reached during the recent talks between the leaders of China and the U.S. [1] - The former vice chairman of the China Banking and Insurance Regulatory Commission, Huang Hong, suggested granting more experimental reform rights to the Guangdong-Hong Kong-Macao Greater Bay Area, particularly in areas like technology finance and digital finance [2] - The People's Bank of China's former vice governor, Li Dongrong, emphasized the need to accelerate cross-border financial connectivity in the Greater Bay Area, highlighting the importance of aligning standards and rules [2] - The Macau Monetary Authority is advancing the "Digital Macao Dollar" project, aiming for sandbox testing by the end of the year to enhance financial innovation and connectivity within the Greater Bay Area [3] - Recent data from Hong Kong Exchanges revealed that major financial institutions like JPMorgan, Citigroup, and Morgan Stanley have increased their holdings in Chinese stocks, indicating a growing interest from global hedge funds in Chinese equities [3] - The Brazilian government has initiated procedures under the Economic Equivalence Law in response to the U.S. imposing a 50% tariff on Brazilian exports, signaling potential trade tensions [6] - Canada's GDP contracted by 1.6% in the second quarter, marking the first decline in seven quarters, primarily due to a significant drop in goods exports and reduced business investment [6]