1月末我国外汇储备规模为33991亿美元 未来有望保持基本稳定

Group 1 - As of the end of January 2026, China's foreign exchange reserves reached $339.91 billion, an increase of $41.2 billion from December 2025, marking a growth rate of 1.23% [1] - The increase in foreign exchange reserves is attributed to the depreciation of the US dollar index and the overall rise in global financial asset prices, influenced by fiscal and monetary policies of major economies [1][2] - The foreign exchange reserves have increased for six consecutive months, reflecting a positive valuation effect due to exchange rate adjustments and asset price changes [1][2] Group 2 - In January, the US dollar index fell by 1.4% to 97.0, with non-US currencies appreciating, including the Japanese yen, euro, and British pound, which rose by 1.23%, 0.9%, and 1.6% respectively [2] - The 10-year US Treasury yield increased by 8 basis points to 4.26%, while global stock markets showed a strong upward trend, with the S&P 500 rising by 1.4%, the European Stoxx index by 3.4%, and the Tokyo Nikkei index by 5.9% [2] - China's foreign exchange reserves are considered to be in a moderately sufficient state, providing important support for maintaining the RMB exchange rate at a reasonable equilibrium level amid external volatility [2] Group 3 - In 2025, China's foreign trade demonstrated strong resilience, with export levels reaching a historical high, particularly in the machinery and equipment sectors, which saw an increase in export share [3] - There is a steady increase in foreign investors' willingness to allocate to RMB assets, with net inflows in securities investment and stable foreign direct investment [3] - The ongoing facilitation of cross-border investment and financing policies is expected to enhance the attractiveness of China's capital markets to foreign capital [3]