黄金涨疯了，想租银行保险箱要排队5-6年

Group 1 - The core point of the articles highlights a significant surge in gold prices leading to an unprecedented demand for bank safe deposit boxes, creating a supply-demand imbalance in the market [1][2][3] - As of January 21, spot gold prices exceeded $4,850 per ounce, marking a new high with a daily increase of 1.82%, while domestic gold jewelry prices remained above 1,440 yuan per gram [1] - The demand for safe deposit boxes has surged, with reports indicating that over 8,000 boxes at the Shenzhen branch of China Merchants Bank are fully rented, resulting in a waiting list of 500-600 people, with an estimated wait time of 5-6 years for new customers [2][3] Group 2 - The rental market for safe deposit boxes is experiencing structural tension, with many banks in major cities like Shenzhen and Guangzhou reporting all box types fully rented and long waiting lists for new customers [2][3] - The increase in demand for safe deposit boxes is closely linked to the rising prices of gold and silver, with silver prices increasing by 147.79% and gold prices by 64.56% since 2025 [3][4] - The shift in consumer behavior is evident, as investment demand for gold has surpassed jewelry consumption for the first time, with gold bar and coin consumption reaching 352.116 tons, a year-on-year increase of 24.55% [3][4] Group 3 - The supply side of the safe deposit box market is constrained, as banks view this service as low-profit and high-cost, leading to a reduction in the number of available boxes [6][7] - Many banks have been reducing their branch networks and box sizes, with some even discontinuing the service altogether, exacerbating the supply shortage [6][7] - The high renewal rates and slow turnover of rented boxes further intensify the supply-demand imbalance, as customers can renew indefinitely as long as they pay the rent [6][7] Group 4 - There is a notable divergence between physical demand for gold and financial investment behaviors, with central banks increasing their gold reserves while short-term speculative investments are decreasing [8] - The global central banks' strategic demand for gold is becoming a core support for prices, with Poland planning to increase its gold holdings by 150 tons and China continuing to add to its reserves [8] - This shift indicates a transition in the gold market from being driven by speculative investments to a focus on strategic asset allocation by central banks [8]