Group 1 - The People's Bank of China (PBOC) has increased its gold reserves to 74.19 million ounces as of January 2026, marking a rise of 40,000 ounces and continuing a streak of 15 consecutive months of gold accumulation [1] - The increase in gold reserves has been at a low level for the 11th consecutive month, aligning with market expectations amid ongoing global geopolitical risks and the Federal Reserve's continued interest rate cuts [1] - Analysts suggest that the PBOC's ongoing gold purchases are driven by the need to optimize international reserve structures, as the proportion of gold reserves in total official international reserves is approximately 9.7%, significantly below the global average of around 15% [1] Group 2 - As of January 2026, China's foreign exchange reserves stood at $339.91 billion, reflecting an increase of $4.12 billion or 1.23% from December 2025 [2] - The rise in foreign exchange reserves is attributed to factors such as fiscal and monetary policies of major economies, leading to a decline in the US dollar index and an overall increase in global financial asset prices [2] - China's foreign trade demonstrated strong resilience in 2025, with exports reaching a historical high, particularly in the machinery and equipment sectors, contributing to a more balanced international market layout [2]
央行连续15个月增持黄金，专家：未来需持续增持黄金储备，适度减持美债
Sou Hu Cai Jing·2026-02-07 04:54