https://index.zshipu.com/geek001/tags/%E8%B5%84%E4%BA%A7%E8%B4%9F%E5%80%BA%E8%A1%A8/ Recent content in 资产负债表 on 知识铺的博客 Hugo -- gohugo.io zh-CN Sun, 06 Sep 2026 00:00:00 +0000 https://index.zshipu.com/geek001/post/20260906/%E5%A4%9A%E5%AE%B6%E9%93%B6%E8%A1%8C%E9%9B%86%E4%B8%AD%E6%B8%85%E6%B7%A4%E5%B7%A5%E8%A1%8C%E6%A0%B8%E9%94%80%E8%B6%85-800-%E4%BA%BF%E5%85%83%E8%83%8C%E5%90%8E%E5%8E%9F%E5%9B%A0%E6%98%AF%E4%BB%80%E4%B9%88%E9%87%8A%E6%94%BE%E5%87%BA%E5%93%AA%E4%BA%9B%E4%BF%A1%E5%8F%B7/ Sun, 06 Sep 2026 00:00:00 +0000 https://index.zshipu.com/geek001/post/20260906/%E5%A4%9A%E5%AE%B6%E9%93%B6%E8%A1%8C%E9%9B%86%E4%B8%AD%E6%B8%85%E6%B7%A4%E5%B7%A5%E8%A1%8C%E6%A0%B8%E9%94%80%E8%B6%85-800-%E4%BA%BF%E5%85%83%E8%83%8C%E5%90%8E%E5%8E%9F%E5%9B%A0%E6%98%AF%E4%BB%80%E4%B9%88%E9%87%8A%E6%94%BE%E5%87%BA%E5%93%AA%E4%BA%9B%E4%BF%A1%E5%8F%B7/ 多家银行集中「清淤」，工行核销超 800 亿元，背后原因是什么？释放出哪些信号？ 工行核销超800亿元，多家银行集中清淤。说白了就是银行对坏账认亏，还非要分析释放什么信号，总不能再来个丧事喜办吧？我们先前讨论过一点，现阶段银行一切动作的本质都是在修复自身的资产负债表，虽然大行和中小行的问题 https://index.zshipu.com/geek001/post/20260906/%E8%B4%A2%E6%94%BF%E9%83%A8%E5%90%91%E5%85%AB%E5%AE%B6%E9%87%91%E8%9E%8D%E5%A4%AE%E4%BC%81%E5%A2%9E%E8%B5%843600%E4%BA%BF%E5%85%83%E8%B5%84%E4%BA%A7%E8%B4%9F%E5%80%BA%E8%A1%A8%E8%B4%A8%E9%87%8F%E4%B8%8B%E9%99%8D%E7%9A%84%E4%BF%A1%E5%8F%B7/ Sun, 06 Sep 2026 00:00:00 +0000 https://index.zshipu.com/geek001/post/20260906/%E8%B4%A2%E6%94%BF%E9%83%A8%E5%90%91%E5%85%AB%E5%AE%B6%E9%87%91%E8%9E%8D%E5%A4%AE%E4%BC%81%E5%A2%9E%E8%B5%843600%E4%BA%BF%E5%85%83%E8%B5%84%E4%BA%A7%E8%B4%9F%E5%80%BA%E8%A1%A8%E8%B4%A8%E9%87%8F%E4%B8%8B%E9%99%8D%E7%9A%84%E4%BF%A1%E5%8F%B7/ 财政部向八家金融央企增资3600亿元：资产负债表质量下降的信号 财政部将向中国工商银行等八家金融央企增资共计3600亿元。这一行动引发市场对金融体系稳定性的关注。Gemfield在知乎回答中直接指出，不管是保险还是银行，本质是因为那张资产负债表的质量在下降。 这一增资规模庞大，覆盖多