
中国央行公告将于10月26日开展7000亿元1年期MLF操作。鉴于本月有9000亿元MLF到期,此次操作为缩量续作,净回笼2000亿元。专家分析称,此举主要受逆回购加量及市场流动性宽松影响。
AI-generated summary
本月有9000亿元MLF到期,央行通过7000亿元操作实现2000亿元净回笼。
中新社北京10月23日电 (陶思阅)中国央行23日公告称,为保持银行体系流动性充裕,将于26日以固定数量、利率招标、多重价位中标方式开展7000亿元(人民币,下同)MLF(中期借贷便利)操作,期限为1年期。
过往数据显示,本月有9000亿元MLF到期,即此次操作为缩量续作。东方金诚研究团队认为,10月MLF净回笼2000亿元,主要有三个原因。
一是本月两个期限品种的买断式逆回购已加量续作,加量规模为4000亿元;二是近期政策债券发行规模较为温和,MLF适度缩量不会影响政府债券顺利发行;三是受各类因素影响,节后市场流动性偏宽松, DR001(银行间隔夜回购利率)一定幅度向下偏离政策利率中枢。
往后看,“央行会继续较大规模注入流动性”。东方金诚首席宏观分析师王青认为,四季度是今年政府债券融资高峰期,8000亿元新型政策性金融工具也将持续投放,这些都需要央行在流动性方面给予支持。

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