北交所定期报告20250722：外资持债超4.2万亿，我国外汇市场韧性凸显

Capital Market News - As of June 2025, foreign institutions held 4.23 trillion yuan in interbank market bonds, accounting for approximately 2.5% of the total custody amount in the interbank bond market[6] - Foreign institutions held 2.10 trillion yuan in government bonds, representing 49.6% of their total bond holdings[6] - In June 2025, the trading volume of foreign institutions in the interbank bond market was about 1.32 trillion yuan, with an average daily trading volume of approximately 661 billion yuan[6] Foreign Exchange Market - In June 2025, banks settled 1.49 trillion yuan and sold 1.31 trillion yuan, showing strong resilience in the foreign exchange market[7] - From January to June 2025, banks accumulated settlements of 82.14 trillion yuan and sales of 83.95 trillion yuan[7] - The total foreign-related income for banks in the first half of 2025 was 277.35 trillion yuan, with payments amounting to 268.21 trillion yuan[7] Real Estate Loans - By the end of Q2 2025, the balance of real estate loans was 53.33 trillion yuan, with a year-on-year growth of 0.4%[8] - The total balance of RMB loans by financial institutions reached 268.56 trillion yuan, growing by 7.1% year-on-year[8] - In the first half of 2025, RMB loans increased by 12.92 trillion yuan[8] Market Performance - On July 22, 2025, the North Exchange 50 Index rose by 0.45%, while the ChiNext Index increased by 0.61%[13] - The average market capitalization of North Exchange A-share component stocks was 3.199 billion yuan, with a trading volume of 35.92 billion yuan, an increase of 8.472 billion yuan from the previous day[13]