美国财政部贝森特：我们不想与中国脱钩。美国财政部贝森特：我们不想与中国脱钩

US Treasury's Bessent: We don't want to decouple from China.US Treasury's Bessent: We don't want to decouple from China

欧盟贸易专员表示下周将会见中国商务部长。欧盟贸易专员Maros Sefcovic将于下周会见中国商务部长王文涛，双方将讨论中国加强稀土矿物出口管制的最新进展。这只是证实了昨天在这里提到的计划。

EU trade commissioner says to meet with China's commerce minister next week.European trade commissioner, Maros Sefcovic, is due to meet with China's commerce minister, Wang Wentao, next week with both sides set to discuss the recent development that saw China step up export controls on rare earth minerals. This just confirms the plans that were mentioned yesterday here.

2025年9月，中国新增人民币贷款增至1.29万亿元，是8月份5900亿元的两倍多，这得益于通常在9月份提振贷款的季节性因素。然而，这一数字低于1.47万亿元人民币的预期，也低于去年同期的1.59万亿元人民币，反映出政府债券发行放缓和信贷需求疲软。家庭贷款3890亿元，企业贷款1.22万亿元。与此同时，社会融资总额从8月份的25670亿元增加到35300亿元，高于33200亿元的预测，社会融资是衡量经济中信贷和流动性的广泛指标，包括首次公开募股、信托公司贷款和债券销售等表外融资形式。尽管如此，这仍低于一年前的3760亿元人民币。贷款增长也从6.8%放缓至6.6%，低于去年同期6.7%和8.1%的预测。

New yuan loans in China rose to CNY 1.29 trillion in September 2025, more than double August’s CNY 590 billion, supported by seasonal factors that typically boost lending in September. However, the figure fell short of expectations of CNY 1.47 trillion and was also below the CNY 1.59 trillion recorded a year earlier, reflecting slower government bond issuance and subdued credit demand. Household loans were at CNY 389 billion and corporate loans were at CNY 1.22 trillion. Meanwhile, total social financing which is a broad measure of credit and liquidity in the economy as it includes off-balance sheet forms of financing such as initial public offerings, loans from trust companies and bond sales, increased to CNY 3530 billion from CNY 2567 billion in August and above forecasts of CNY 3320 billion. Still, it was lower than CNY 3760 billion a year earlier. Loan growth also slowed to 6.6% from 6.8%, below forecasts of 6.7% and 8.1% a year earlier.

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The Shanghai Composite rose 1.22% to close at 3,912, while the Shenzhen Component gained 1.73% to 13,119 on Wednesday, rebounding from the previous session’s losses as persistent deflationary pressures fueled bets on fresh stimulus. Both consumer and producer prices in China fell in September, underscoring weak domestic demand and lingering trade headwinds. Meanwhile, Premier Li Qiang reiterated calls to boost consumption and curb unfair market practices. While the PBoC is expected to keep rates steady this month, signs of a slowing economy have reinforced expectations for policy easing later this year. On the trade front, investors continued to weigh escalating US-China tensions ahead of an anticipated Trump-Xi meeting later this month. Technology and clean energy shares led gains, with Victory Giant, Luxshare Precision, and Sungrow Power rising between 5.8% and 8.3%.