Morning Briefing Govt proposes operating blocks to be exempted from de-allocation Does very high public and private debt lead to expectations of higher inflation? Economic Research：Scotland four days before the referendum INVESTMENT DAILY In line with expectations; better NIM/NII; relatively stable asset quality China: Preview of data to be released in September-slower activity growth, lower inflation, and lukewarm credit supply In line with expectations: Stable NIM, below-peer NPLs; retain Buy In line with expectations: Strong product cycle continues; Buy 简要分析：在新合同走软的形势下房地产业务收入上升