金融战升级！我国黄金储备2304吨，美媒：中国正用黄金抢美元地盘

Core Insights - The total value of global central bank gold holdings is expected to surpass that of U.S. Treasury bonds by the fall of 2025, indicating a significant shift in the perception of safe assets away from U.S. debt [2][10][25] - China's gold reserves have increased to 2,304 tons by October 2025, while its holdings of U.S. Treasury bonds have decreased to $730.7 billion, the lowest since 2009, reflecting a strategic long-term plan rather than a sudden decision [4][25] Summary by Sections China's Gold and U.S. Treasury Holdings - China's U.S. Treasury holdings have decreased from a peak of $1.32 trillion in 2013 to $730.7 billion in July 2025, a reduction of nearly 45% [4] - In contrast, China's gold reserves have grown from 1,948 tons at the end of 2020 to 2,304 tons by October 2025, with a value of approximately $300.7 billion, representing 41% of its U.S. Treasury holdings [4][6] Global Central Bank Trends - Following the Ukraine crisis in 2022, many central banks have shifted towards reducing U.S. Treasury holdings and increasing gold reserves, with 95% of central banks indicating plans to continue purchasing gold in the next year [8][10] - Emerging economies like Turkey, India, Poland, and Thailand are actively increasing the proportion of gold in their foreign exchange reserves [10] Shift in Global Financial Landscape - The percentage of U.S. dollars in global foreign exchange reserves has decreased from 71% in 2000 to 57% in 2024, marking a 30-year low, while gold remains a stable form of currency recognized across different eras and nations [13][15] - Non-Western countries are accumulating significant gold reserves, with estimates suggesting they hold 18,643 tons, nearing half of the global total [15] China's Strategic Position - China aims to increase its gold reserves to 15-20% of its foreign exchange reserves, which would require an additional 2,500 to 3,000 tons of gold, allowing for a gradual accumulation strategy [17] - As the largest producer and consumer of gold, China is less reliant on imports, providing a buffer against international market fluctuations [20][21] Implications for the Renminbi - China's gold reserves serve as a foundation for the internationalization of the Renminbi, allowing for greater confidence in trade settlements and potentially reducing reliance on the U.S. dollar [25][27] - The accumulation of gold is seen as a proactive measure to enhance financial sovereignty and stability in the face of changing global financial dynamics [29]