人民币汇率“破7”影响几何 后市怎么走?
Zhong Guo Xin Wen Wang·2025-12-25 07:38

Group 1 - The offshore RMB against the USD has surpassed the 7.0 mark, with the central parity rate reported at 7.0392, an increase of 79 basis points [1] - The RMB exchange rate has shown a trend of "initial suppression followed by a rise and fluctuating increase" this year, indicating market sentiment and currency strength [1] - The recent appreciation of the RMB is attributed to stronger-than-expected Chinese economic performance and a weakening USD, with robust export performance driving demand for currency settlement [1] Group 2 - The appreciation of the RMB may weaken price competitiveness for manufacturing enterprises with high export weight, while industries reliant on imported raw materials could benefit from lower costs and improved profits [1] - The recent strengthening of the RMB is seen as favorable for Chinese assets, enhancing the attractiveness of RMB-denominated assets and potentially opening up monetary easing space [2] - Different market institutions have varying predictions for the future of the RMB exchange rate, with some expecting it to hover around the 7.0 mark by 2026, while others anticipate a rise to the 6.7 to 6.8 range if the USD remains weak [2]