动手了！西方突然发现不对劲，越来越多国家把黄金运到中国

Core Viewpoint - The article discusses a significant shift in the global gold market, where countries are moving their gold reserves from Western financial centers to China, reflecting a reassessment of trust in the international financial system [2][4][19]. Group 1: Gold Movement and Trust Reassessment - Countries like Germany, India, Poland, Hungary, and Nigeria are relocating their gold from London and New York to China, indicating a loss of confidence in Western financial institutions [2][4]. - The freezing of nearly $300 billion in Russian assets by the U.S. and EU has prompted nations to reconsider the safety of their gold stored in the West, leading to a "gold repatriation" trend [4][6]. - Germany has requested an audit of its 1,200 tons of gold held by the Federal Reserve, while India plans to repatriate 100 tons of gold from the UK, marking the largest return since 1991 [4][6]. Group 2: China's Role in the Gold Market - China has become a preferred destination for gold due to its stable political environment and lack of frequent sanctions, attracting a significant portion of the repatriated gold [6][8]. - The People's Bank of China reported that national gold reserves reached 2,298.55 tons by June 2025, nearly doubling from 1,054 tons in 2009, reflecting a strategic shift towards gold accumulation [6][12]. - The Shanghai Gold Exchange, in collaboration with Hong Kong, is enhancing its infrastructure to become the largest gold trading hub in East Asia, with storage capacity expanded from 200 tons to 2,000 tons [7][8]. Group 3: Global Financial Dynamics - The global central banks have been purchasing over 1,000 tons of gold annually since 2022, the highest level since the end of the Bretton Woods system in 1971, indicating a return of gold to sovereign priorities [6][12]. - By 2025, BRICS nations' gold reserves are projected to account for 21.4% of the global total, with China and Russia holding 74% of that share, further diminishing the dollar's dominance [12][14]. - The trading volume of gold priced in RMB has increased by 40% over the past two years, with foreign investor participation in China's gold market increasing tenfold [12][14]. Group 4: Future Outlook and Challenges - Despite the growth, China's gold market faces challenges, including a lack of transparency and a fully open capital account, which are necessary for becoming a global gold safe haven [14][16]. - The price of gold is expected to continue rising, with UBS predicting it could reach $4,200 per ounce, driven by geopolitical tensions and currency credit pressures [14][16]. - The shift in gold flows represents a profound restructuring of global financial trust, as countries seek to avoid Western political risks and maintain financial sovereignty [16][19].