8月23日盘中简报

今早，中概债市场表现疲软。Itrx Asia指数变宽2个基点，中国投资等级公司信用债利差变宽1-3个基点，中国高收益公司信用债价格没有变化。华为2026年到期美金债的信用利差变宽5个基点。投资等级的新债发行开始加速，今天是东方资产和重庆西部现代物流，昨天是光大银行。金融行业的信用债在这些mandate宣布之后，都承受了不小的卖盘。 CHINA CREDIT: softer this morning. Itrx Asia 2bps wider, China IG 1-3 wider and China HY unchanged. Huawei26s widened by 5bps. IG issuance looks set to pick up with several deals announced the last couple of days. Both China Orient AM and Chongqing Western Modern Logistics mandate announced deals today and China Everbright yesterday. Financials in particular have been heavy following the announcements.