伊朗迈赫尔通讯社编译版：960亿美元出口外汇未能回流对伊朗经济造成压力

Core Insights - Despite an increase in non-oil exports such as petrochemicals, steel, and minerals, the actual situation in Iran's foreign exchange market reveals significant imbalances and shortages [1] - Approximately $96 billion in export foreign exchange revenue has not returned to the national economy, weakening the country's ability to withstand sanctions and reducing effective supply in the foreign exchange market [1] - Structural issues, including a lack of an international payment system and transparent fund settlement infrastructure, contribute to the problem of foreign exchange not returning to the economy [1] Group 1 - The Iranian integrated foreign exchange trading system (NIMA) has failed to provide monitoring of foreign exchange fund flows for the central bank, serving only as an information registration tool [1] - Illegal exporters exploit cheap energy subsidies and labor to export final products while retaining foreign exchange revenues outside the national economy, negatively impacting economic security [1] - A significant portion of these foreign exchange resources is either stuck in specific trade destinations or has left the country as capital outflow, leading to a lack of quality foreign exchange for essential imports [1] Group 2 - The export of important national resources does not translate into sufficient funds returning to meet import needs, resulting in inflation and production stagnation, placing a heavy burden on society [1] - The government faces a dilemma of either accepting currency devaluation or confronting shortages of goods [1] - A solution to this deadlock lies in shifting from a passive foreign exchange management approach to an active one, with strict enforcement of rial currency governance to effectively regulate foreign exchange fund flows [1]