金吾财讯 | 2025年1月新增人民币贷款为5.13万亿元，市场预期集中在4.5-5.0万亿元之间，同比多增2100亿元，为历年同期最高水平，主要由于企业信贷表现较为强劲。1月新增社融为7.06万亿元，市场预期为6-7万亿元之间，为历年同期最高水平，同比多增5833亿元，新增主要来自人民币贷款和政府债券，政府发债提速。M1增速延续正增，M2增速略有回落，社融增速持平。1月新增贷款、社融超预期，为经济平稳开局提供了有力的金融支持。该行预计2025年在“适度宽松”货币政策和“更加积极”财政政策的支持之下，实体信贷需求有望呈回升态势，金融体系保持货币信贷合理增长，将为经济平稳回升提供重要支持。
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