【纠错】 【责任编辑:谷玥】 新华社北京11月7日电（记者刘开雄）国家外汇管理局11月7日发布数据显示，截至2025年10月末，我国 外汇储备规模为33433亿美元，较9月末上升47亿美元，升幅为0.14%。 国家外汇局相关部门负责人表示，2025年10月，受主要经济体货币政策及预期、宏观经济数据等因素影 响，美元指数上涨，全球金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇 储备规模上升。 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 格隆汇11月7日｜国家外汇管理局统计数据显示，截至2025年10月末，我国外汇储备规模为33433亿美 元，较9月末上升47亿美元，升幅为0.14%。2025年10月，受主要经济体货币政策及预期、宏观经济数 据等因素影响，美元指数上涨，全球金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作 用，当月外汇储备规模上升。我国经济基础稳、优势多、韧性强、潜能大，长期向好的支撑条件和基本 趋势没有变，有利于外汇储备规模保持基本稳定。 ...

人民财讯11月7日电，国家外汇管理局统计数据显示，截至2025年10月末，我国外汇储备规模为33433亿 美元，较9月末上升47亿美元，升幅为0.14%。2025年10月，受主要经济体货币政策及预期、宏观经济 数据等因素影响，美元指数上涨，全球金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作 用，当月外汇储备规模上升。我国经济基础稳、优势多、韧性强、潜能大，长期向好的支撑条件和基本 趋势没有变，有利于外汇储备规模保持基本稳定。 转自：证券时报 ...

本文编选自"国家外汇管理局"官网，智通财经编辑：刘家殷。 智通财经APP获悉，国家外汇管理局统计数据显示，截至2025年10月末，我国外汇储备规模为33433亿 美元，较9月末上升47亿美元，升幅为0.14%。2025年10月，受主要经济体货币政策及预期、宏观经济 数据等因素影响，美元指数上涨，全球金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作 用，当月外汇储备规模上升。我国经济基础稳、优势多、韧性强、潜能大，长期向好的支撑条件和基本 趋势没有变，有利于外汇储备规模保持基本稳定。 ...

#数据 中国央行连续第12个月增持黄金，2025年10月末黄金储备增加3万盎司至7409万盎司（9月增加4万盎司），以美元计增加139.18亿美元。10月末外汇储备环比增加46.85亿美元（9月增加165.04亿美元）至33386.58亿美元。 https://t.co/jAvF8MAPtz ...

Economic Events and Data Summary - Key focus on China's October trade balance and foreign exchange reserves, which are pending release [1] - U.S. Federal Reserve officials, including Musalem and Williams, are scheduled to speak, indicating potential insights into monetary policy [1] - Germany's September adjusted trade balance and the UK's October Halifax adjusted house price index will be released, providing insights into European economic conditions [1] - France's September trade balance data will be available, contributing to the understanding of the Eurozone's trade dynamics [1] - Switzerland's October consumer confidence index is set to be published, which may reflect consumer sentiment in the region [1] - Canada will report October employment numbers, which are crucial for assessing labor market conditions [1] - The U.S. will release preliminary data on November's one-year inflation expectations and the University of Michigan's consumer confidence index, both of which are key indicators for economic outlook [1] - Upcoming data on U.S. oil drilling activity will be released, which can impact energy sector dynamics [1] - Federal Reserve Governor Milan is scheduled to discuss stablecoins and monetary policy, highlighting ongoing discussions in the financial sector [1]

Core Insights - The total foreign exchange reserves of the Macao Special Administrative Region as of September 30, 2025, is estimated at 239.2 billion Macao Patacas (approximately 29.84 billion USD), reflecting a 1.6% increase from the revised total of 235.4 billion Macao Patacas (approximately 29.33 billion USD) in August 2025 [1][1][1] - The foreign exchange reserves as of September 30, 2025, are equivalent to 11 times the currency in circulation in Macao at the end of August 2025, and represent 89.4% of the broad money supply (M2) in Macao that is denominated in Macao Patacas [1][1][1] - The trade-weighted index of the Macao Pataca for September 2025 is 100.8, which shows a decline of 0.06 points compared to the previous month and a decrease of 1.60 points compared to the same period last year, indicating a depreciation of the Macao Pataca against the currencies of its main trading partners [1][1][1]

Key Points - The report highlights a selection of stocks for October, including companies such as China Southern Airlines (600029.SH) and Contemporary Amperex Technology Co., Ltd. (300750.SZ) [1] - The macroeconomic analysis indicates that China's foreign trade has shown strong resilience, leading to a record high in the current account surplus for the first half of the year, while the surplus as a percentage of GDP remains within internationally recognized reasonable limits [2][4] - The solid-state battery technology is identified as the next generation of power batteries for electric vehicles, with significant advantages in safety and energy density, supported by government policies [6][7] - The solid-state battery equipment market is projected to grow rapidly, with an estimated global market size of 4 billion yuan in 2024, and expected to reach 107.94 billion yuan by 2030 [7] - Shengquan Group is recognized as a leading synthetic resin enterprise in China, expanding into biomass chemicals and electronic chemicals, with a robust growth trajectory driven by increasing demand in downstream sectors [10][11] - The demand for electronic resins is expected to rise significantly due to the growth of AI servers and the ongoing domestic substitution of electronic resins [10][11] - The report notes that the global market for silicon-based anode materials is projected to reach 30 billion yuan by 2025, driven by the increasing demand for electric vehicles and energy storage [12] - Shengquan Group's proprietary biomass refining technology is highlighted for its ability to achieve high-value utilization of biomass, contributing to a complete industrial chain [13]

Economic Overview - In the first half of 2025, China's current account surplus increased by 186% year-on-year to $294.1 billion, marking a historical high for the same period[2] - The current account surplus accounted for 3.2% of GDP, up 2.0 percentage points year-on-year, remaining within the internationally recognized range of ±4%[2] Trade Performance - The goods trade surplus grew by 58% year-on-year to $456.7 billion, while customs-calibrated goods trade surplus increased by 34% to $584.5 billion, resulting in a significant gap of $127.8 billion between the two measures[3] - China's goods exports accounted for 14.2% of global share, a 0.1 percentage point increase year-on-year, achieving a historical high for the same period[4] Capital Account Dynamics - The capital account deficit rose by 212% year-on-year to $334.8 billion, primarily due to a shift from a surplus of $5.2 billion in the previous year to a deficit of $288.2 billion in short-term capital[12] - Net outflow of domestic investment increased by 179.4 billion to $385.9 billion, while foreign investment inflow remained relatively stable, decreasing by $26.1 billion to $67.7 billion[12] Foreign Investment Trends - Net outflow of foreign debt and equity investments increased, with net outflow of securities investment rising from $96.9 billion to $154.7 billion[16] - Foreign direct investment net inflow turned from a net outflow of $3.9 billion in the previous year to a net inflow of $31.9 billion[23] Foreign Exchange Reserves - Foreign exchange reserves increased by $115.1 billion to $3.32 trillion, the highest level since 2016, driven by the expanded current account surplus and reduced direct investment deficit[36] - The valuation effect from currency and asset price changes contributed significantly to the increase in foreign exchange reserves[36] Outlook on Debt Position - The increase in domestic capital outflow has driven the private sector's net foreign position to turn positive, indicating a potential transition towards becoming a mature creditor nation[38] - As of June 2025, the private sector's net foreign assets reached $181.9 billion, suggesting that 2025 may mark the beginning of China's journey towards becoming a mature creditor nation[41]

Core Insights - Uzbekistan's international reserves reached a record high of $54.99 billion as of October 1, marking the highest level since records began in 2013 [1] - Since the beginning of 2025, Uzbekistan's international reserves have increased by $13.8 billion, representing a growth of 33.5% [1] Reserve Composition - Gold reserves decreased by 680,000 ounces (21.15 tons), but the value of gold reserves increased by $4.17 billion due to rising global gold prices, reaching $44.24 billion, which accounts for 80.4% of total reserves [1] - Foreign exchange reserves increased by $736 million, totaling $10.18 billion [1] - Securities reserves rose by $3.5 million, reaching $1.02 billion [1]