CFETS人民币汇率指数调整货币篮子权重：美元欧元均下降

Core Viewpoint - The CFETS RMB Exchange Rate Index is undergoing its annual weight adjustment to enhance the representativeness of the currency basket, effective from January 1, 2026 [1][2] Group 1: CFETS RMB Exchange Rate Index Adjustments - The weight of the US dollar in the new CFETS currency basket is reduced from 0.18903 to 0.183067910333, while the euro's weight decreases from 0.17902 to 0.178618845848 [1] - The South Korean won replaces the Japanese yen as the third-largest currency in the basket, with the new weight for the won being 0.084557506297 and for the yen being 0.081182351858 [1] - The Australian dollar's weight is decreased from 0.05947 to 0.054093213303, while the weights for the Malaysian ringgit and the Russian ruble have increased compared to 2024 [1] Group 2: BIS Currency Basket Adjustments - The CFETS RMB Exchange Rate Index's currency weights are calculated using trade-weighted methods that consider re-export trade factors, with the current version based on 2023 trade data [2] - The new index will utilize 2024 trade data for weight adjustments, and historical simulations indicate that the trends of the new and current indices are largely consistent [2] - The BIS currency basket will remove the Bulgarian lev due to Bulgaria's entry into the Eurozone in 2026, and the corresponding weight will be added to the euro [2]