外资8月加仓中国股债跨境资金净流入32亿美元

Core Insights - The State Administration of Foreign Exchange reported a net inflow of $3.2 billion in cross-border funds and a surplus of $14.6 billion in bank settlement and sale of foreign exchange in August 2025, indicating a stable market expectation [1] - Foreign capital showed a net purchase of domestic stocks and bonds in August, reflecting positive sentiment towards the Chinese market [1] Summary by Categories Foreign Exchange Market - The foreign exchange market maintained overall balance in August, with bank settlements reaching $211.8 billion and sales at $197.1 billion, continuing the surplus trend [1] - The trading volume of bank customer foreign exchange receipts and payments reached $1.3 trillion, a year-on-year increase of 8%, indicating sustained high activity levels [1] Cross-Border Capital Flow - The net inflow from goods trade remained stable, while foreign capital net purchases of domestic stocks and bonds were noted [1] - In August, bank customer foreign exchange income was $638.3 billion and payments were $635 billion, resulting in a slight surplus and basic balance in receipts and payments [1] Economic Indicators - The decline in the US dollar index in August, influenced by monetary policy expectations and macroeconomic data, led to a general recovery of non-dollar currencies [1] - The capital and current account cross-border receipts both showed growth, with steady development in trade and investment financing [1]