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简介： )2)从高频指标看，9月份高频普遍上升，汽车开工率、焦炉生产率下降，PTA、粗钢产量回升 (2)制造业)疫情持续控制，成本端压力小幅上升，预计9月投资动能小幅回落，9月累计同比回落9.4%， 9月份的政府债上调，预计季末信债3.65亿额度率将达到2.1% )4)综合各高温消退叠加低基础设施建设成持平，为15% 政府债务融资方面，1 )国债方欧洲PMI下行，美国PMI低位小幅冲击较大，加上7月份以来房地产风波肉明显回升，蔬菜价格大幅超过季节性 9月份公司融口径贷略有缩小，实体需求缓慢贷，预计约10000亿 (前值-4.1% )...
