Who is good for new credit? Eight ministries and commissions to find the benefit sector – Sohu finance credit data released in January this year, beyond the expectations of many institutions, this part of the new loan flow also attracted attention. Throughout history, the rapid growth of new credit, often A share market can be lively. So, what sectors do the new loans help to take off? What is the difference between this year and the past? The "daily economic news" reporter noted that, with 2009 years of efforts to stimulate the economy related stock movements is different, the current policy on the supply side and vigorously carry out reform, integration of industry overcapacity and zombie companies, before supported by the steel and coal become the focus of integration. Analysis shows that the huge amount of new credit to the real economy how much support, and then whether it can pass to the stock market, still need to carefully observe. However, the eight ministries and commissions jointly issued "opinions on financial support for industrial steady growth, structural adjustment and benefit increase", which are referred to by many industries. New credit pull up benefit plate yesterday, the central bank announced new loans 2 trillion and 510 billion yuan in January 2016, set a record. This makes the weak long A shares finally ushered in a long time of the general rise. So the new credit funds will flow to which industries, and the corresponding industry sector can wind? Historically, from the end of 2008 to the first half of 2009, new credit data rose for several months. During the period, the stock index began to rebound, and all the way up, to 2009 August to reach the high point of 3478 points. At the same time, in 2008, the investment plan of 4 trillion yuan was determined, and the national plans for the revitalization of the 10 major industries were successively developed, which were supported by credit from the automobile, steel, textile, shipbuilding, equipment manufacturing and non-ferrous metals. National Bureau of statistics data show that in the first batch of industrial revitalization plan released in April, the domestic industrial added value growth rate of 7.3%, followed by rising month by month, after entering the second half of the rise in speed significantly accelerated. In October 2009, the domestic industrial added value increased by 16.1%. Real economy performance to pick up, A shares on the market a lot of related plate stocks also perform well. In the first quarter of 2009, the market hot spots, basically concentrated in the ten major industries involved in stocks. Data show that the whole of 2009, automobile manufacturing, textile machinery, coal industry three plates soared more than 200%, shipbuilding, medical equipment, media entertainment trend is weak, but the overall increase of over 50%. Each subject, concept plate also grab the market eyeball, including digital home appliances, gold concept, scarce resources, Internet of things, 3G concept overall trend is strongest, rose more than 100%. Eight ministries pointed out that the direction of the new credit data released in 2016, really surprised by many investors. Capital flows to Huatai Securities, said, from a macro level, due to equity financing affected by the performance of the stock market continued to decline, part of the past through fixed increase and equity pledge direct financing demand for corporate loans. The medium and long term loans of non-financial enterprises and government organizations increased by 1 trillion and 60 billion yuan, which was related to the replacement of debt at the beginning of the year and the expansion of infrastructure investment.
新增信贷利好谁？八部委发文中找受益板块-搜狐财经 今年1月信贷数据出炉，超出了众多机构预期，这部分新增贷款的流动同样引发关注。纵观历史，新增信贷急速增加之际，往往A股市场都能热闹一番。那么，到底这部分新增贷款会助力哪些行业腾飞？今年情况与以往有何不同？ 《每日经济新闻》记者注意到，与2009年大力刺激 相关公司股票走势 经济不同的是，目前政策重在大力进行供给侧改革，整合产能过剩行业以及僵尸企业，之前受到大力扶持的钢铁、煤炭等成为整合重点。有分析表示，巨额新增信贷对实体经济有多大支持，随之是否能传导至股市，仍需仔细观察。不过，八部委联合印发《关于金融支持工业稳增长调结构增效益的若干意见》，其中对不少行业均有提及。 新增信贷拉涨受益板块 昨日，央行公布了2016年1月新增贷款2.51万亿元，创下了历史记录。这令孱弱许久的A股终于迎来久违的普涨。 那么新增信贷资金又将流向哪些行业，与之对应的行业板块能否乘风而上？从历史上看，2008年底到2009年上半年这段时间，新增信贷数据连续数月出现同比大涨。在此期间，沪指开始反弹，并一路上涨，至2009年8月份到达3478点的阶段高点。同时，2008年确定了4万亿元的投资规划，国家陆续制定10大产业振兴规划，从汽车、钢铁、纺织业、船舶业、装备制造业到有色金属等受到信贷支持。国家统计局公布的数据显示，在第一批产业振兴规划发布后的4月，国内工业增加值增速为7.3%，其后逐月上升，进入下半年后上升速度明显加快。2009年10月国内工业增加值增速达到16.1%。实体经济表现回暖，A股市场上不少相关板块个股同样表现不俗。2009年一季度的行情热点，基本上就集中在这十大产业所涉及的个股。 数据显示，整个2009年，汽车制造、纺织机械、煤炭行业三大板块暴涨超过200%，船舶制造、医疗器械、传媒娱乐走势偏弱，但是整体涨幅超50%。各题材、概念板块同样抢尽市场眼球，其中数字家电、黄金概念、稀缺资源、物联网、3G概念整体走势最强，涨幅均超过100%。 八部委发文指出方向 2016年新增信贷数据出炉，着实出乎众多投资者的意料。对资金流向华泰证券表示，从宏观层面看，由于股权融资受股市表现影响持续下滑，一部分过去通过定增和股权质押直接融资的需求转向企业贷款。非金融企业及机关团体中长期贷款增加1.06万亿元，与年初债务置换、基建投资扩大、专项金融债配套贷款等因素的叠加效应有关，但也不排除传统产业利润持续下滑、负债滚雪球越滚越大的情况下，被动融资需求大幅增加。 《每日经济新闻》记者注意到，对比2009年初，政策面上出现了不少变化。最明显的就是行业扶持的新变化。当年的10大振兴产业中，钢铁产业目前告别了前几年的快速增长，已经进入产能过剩阶段，成为供给侧改革的重点产业，行业整合在所难免。此外，如纺织、煤炭等行业近年表现惨淡。对于后市，投资者需明白宏观经济面与2009年已大有不同，不少传统产业举步维艰，新兴产业开始崛起，行业背景与2009年不能简单类比。 不过，到底哪些行业值得关注呢？在人民银行、发改委、工信部、财政部、商务部、银监会、证监会、保监会2月14日联合印发的《关于金融支持工业稳增长调结构增效益的若干意见》中或许能发现踪迹。该文中指出着力加强金融对工业供给侧结构性改革的支持，落实差别化工业信贷政策，引导银行业金融机构根据重大技改、产业升级、结构调整项目目录，进一步完善信贷准入标准，加大对战略性新兴产业、传统产业技术改造和转型升级等的支持力度。鼓励银行业金融机构在风险可控前提下，适当降低新能源汽车、二手车的贷款首付比例，合理扩大汽车消费信贷，支持新能源汽车生产、消费及相关产业发展。引导银行业金融机构坚持区别对待、有扶有控原则，对钢铁、有色、建材、船舶、煤炭等行业中产品有竞争力、有市场、有效益的优质企业继续给予信贷支持，帮助有前景的企业渡过难关。相关的主题文章：
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