法国国民议会取消周二预算收入表决：一读推迟至10月27日恢复，2000多项修正案待议，改先审社会保障融资法案
据 FXStreet 周二市场汇总，法国国民议会不会在周二举行原定的预算收入部分表决，预算一读要到 10 月 27 日才恢复——那是在穆迪（Moody's）10 月 23 日周五评级审查四天之后。经过一周辩论，仍有 2,000 多项修正案待议，国民议会暂停了国家预算的审议，改为周二先开始审议社会保障融资法案。议会财政委员会此前已经否决了政府的收入方案。
政府的财政方案设定的目标是 2027 年赤字占国内生产总值 5%，今年为 5.4%，但这一目标尚未获得多数支持；整个财政计划涉及约 540 亿欧元的措施，其中预算与社会保障两部法案中的新增条款约 430 亿欧元。FXStreet 称，周一法国国债（OAT）遭抛售，10 年期收益率升向 4.90%，德国国债收益率约 3.44%，两者利差约 146 个基点，高于周一开盘时的约 138 个基点。路透社周二报道称，法国国债收益率在前一日录得近一个月来最大单日涨幅后周二进一步上行，10 年期 OAT 收益率上涨 3 个基点至 4.96%，与德国国债的利差扩大 5.5 个基点至 152.50 个基点。
程序上，10 月 20 日的收入表决已被取消、辩论 10 月 27 日恢复，而定于 11 月 17 日的预算整体表决，将因第一部分尚未完成而受到影响。FXStreet 还称，总理勒科尔尼（Lecornu）表示，有针对性的宵禁帮助夜间恢复了秩序，但可能在地方层面重新实施；抗议之后如再作让步，也必须纳入财政立法中统筹。ING 高级利率策略师本杰明·施罗德（Benjamin Schroeder）对路透社说，这场动荡显示，无论谁执政法国，在公众抵制面前推动改革与预算节约都将十分艰难。
France's National Assembly Cancels Tuesday's Budget Revenue Vote: First Reading Postponed Until October 27 With More Than 2,000 Amendments Pending as Lawmakers Take Up the Social-Security Financing Bill First
France will not hold Tuesday's scheduled revenue-budget vote, and the budget's first reading will resume only from October 27, four days after Moody's scheduled review on Friday, October 23, according to FXStreet's Tuesday market roundup. More than 2,000 amendments remained outstanding after a week of debate, with the Assembly suspending the state-budget examination to begin the social-security financing bill on Tuesday. The finance committee had already rejected the government's revenue proposals.
The administration's deficit target is 5% for 2027, against 5.4% this year, and it has not secured a majority; the fiscal plan envisages approximately €54 billion of measures, of which €43 billion are new provisions across the budget and social-security bills. Monday's OAT selloff carried the 10-year yield toward 4.90% against Bunds around 3.44%, a spread of about 146 basis points, versus roughly 138 basis points at the start of Monday's session, FXStreet said. Reuters reported on Tuesday that French government bond yields climbed further after their biggest daily rise in nearly a month, with the 10-year OAT yield up 3 basis points at 4.96% and the gap over Bunds widening by 5.5 basis points to 152.50 basis points.
The October 20 revenue ballot has been removed, the debate returns on October 27, and the November 17 vote on the overall budget remains vulnerable to the unfinished first part. FXStreet said Prime Minister Lecornu says targeted curfews helped restore order overnight but may be reinstated locally, and that any further concessions following the protests would need to be accommodated within the fiscal legislation. Benjamin Schroeder, a senior rates strategist at ING, told Reuters that the unrest shows whoever governs France will struggle to push through reforms and budget savings in the face of public resistance.
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图片来源：法国国民议会波旁宫议事厅（2026 年 7 月摄）资料图。照片：Dev Jadiya 摄，CC BY-SA 4.0，经维基共享资源。 / File photo: the hemicycle of the French National Assembly at the Palais Bourbon in Paris (July 2026). Photo by Dev Jadiya, CC BY-SA 4.0, via Wikimedia Commons.
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