央行连续15个月增持黄金，释放重要信号 2月7日，国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025 年12月末上升412亿美元，升幅为1.23%。这是我国外汇储备连续第六个月站上3.3万亿美元大关，续创 2015年12月以来新高。 国家外汇局表示，2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌， 全球主要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。 我国经济运行稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。 中银证券全球首席经济学家管涛告诉记者，这主要反映了主要经济体货币政策及预期、宏观经济数据等 因素影响下，汇率折算和资产价格变化带来的正估值效应。当月，受美国经济基本面变化、地缘政治风 险演变，叠加美联储主席提名等因素影响，美元走势一波三折，连续第三个月走弱，累计下跌1.4%至 97.0。同期，全球主要金融资产价格总体上涨。 黄金储备方面，央行连续第15个月增持黄金。同日，央行公布数据显示，2026年1月末黄金储备报7419 万盎司，2025年12月末为7415万盎司，环比 ...

21世纪经济报道记者 唐婧 1月份，受多重因素叠加影响，美元延续弱势：一是特朗普在委内瑞拉、伊朗、格陵兰岛等多地开展或威胁军事打击加剧了地缘 政治风险，美元信用风险高企； 2月7日，国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美 元，升幅为1.23%。这是我国外汇储备连续第六个月站上3.3万亿美元大关，续创2015年12月以来新高。 国家外汇局表示，2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产价格总 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。我国经济运行稳中有进，发展韧性进一步彰显， 为外汇储备规模保持基本稳定提供支撑。 中银证券全球首席经济学家管涛告诉记者，这主要反映了主要经济体货币政策及预期、宏观经济数据等因素影响下，汇率折算 和资产价格变化带来的正估值效应。当月，受美国经济基本面变化、地缘政治风险演变，叠加美联储主席提名等因素影响，美 元走势一波三折，连续第三个月走弱，累计下跌1.4%至97.0。同期，全球主要金融资产价格总体上涨。 黄金储备方面，央行连续 ...

2月7日，国家外汇管理局统计公布数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较 2025年12月末上升412亿美元，升幅为1.23%。同期央行数据显示，1月末黄金储备为7419万盎司，较上 月末增加4万盎司。 黄金储备方面，2026年1月末官方黄金储备连续第十五个月增加，但增量连续第十一个月处于低位，符 合市场预期。伴随全球地缘政治风险居高不下，以及美联储持续降息，1月国际金价延续快速上涨势 头，这是当月央行增持黄金规模继续处于偏低水平的一个原因。 王青认为，近期央行在国际金价持续大幅上涨、屡创历史新高过程中持续小幅增持黄金，释放了优化国 际储备的信号。从优化国际储备结构、稳慎扎实推进人民币国际化以及应对当前国际环境变化等角度出 发，接下来央行增持黄金仍是大方向，近期国际金价大幅波动对央行增持黄金的影响有限。 图片来源：视觉中国 来源：北京日报客户端 记者：潘福达 2026年1月末外储规模上升，环比上升幅度为2024年1月以来最高。东方金诚首席宏观分析师王青对此解 读表示，这主要受当月美元指数下跌和全球金融资产价格总体上涨双重驱动。受美国司法部对美联储主 席鲍威尔发起刑事调查，美国政府 ...

国家外汇管理局（下称"外汇局"）2月7日发布的最新统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升 幅为1.23%，续创十年以来新高。 自2025年7月起，我国外汇储备规模环比持续上升，并数次刷新2015年12月以来的规模新高。目前，我国外储规模已连续六个月处于3.3万亿美元之上。 当天更新的官方储备资产数据还显示，2026年1月末，中国官方黄金储备为7419万盎司，较2025年12月末增加4万盎司。目前，中国央行已连续15个月增持黄金。 | 索 引 号: 000014453-2026-00089 | 分 类： 新闻报道 外汇储备经营管理 各类社会公众 | | --- | --- | | 来 源： 国家外汇管理局 | 发布日期： 2026-02-07 | | 名 称： 国家外汇管理局公布2026年1月末外汇储备规模数据 | | 1月外储规模环比上升 过去一年，美元指数、10年期美国国债收益率总体下行；我国经济运行平稳向好，为外汇储备规模保持基本稳定提供支撑。对于2026年外汇储备规模变动，英大证 券首席经济学家郑后成在研报中表示，我国外汇储备大概 ...

Core Viewpoint - The People's Bank of China has continued to increase its gold reserves, reflecting a strategic shift towards diversifying its foreign exchange reserves and enhancing the safety and stability of its reserve assets [6][7]. Group 1: Foreign Exchange Reserves - 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 rise of 1.23% and a ten-year high [1]. - Since July 2025, China's foreign exchange reserves have been on a continuous upward trend, remaining above $3.3 trillion for six consecutive months [1]. - The increase in foreign exchange reserves is attributed to factors such as the depreciation of the US dollar index and rising global financial asset prices, influenced by major economies' fiscal and monetary policies [4]. Group 2: Gold Reserves - By the end of January 2026, China's official gold reserves stood at 74.19 million ounces, an increase of 40,000 ounces from December 2025, marking 15 consecutive months of gold accumulation by the central bank [1][7]. - The central bank has been gradually increasing its gold reserves since March 2025, with a total addition of 860,000 ounces over the past year, maintaining a monthly increase of less than 100,000 ounces [7]. - The rising demand for gold as a safe asset globally has led to an increase in central banks' gold allocations, with China's strategy reflecting a focus on enhancing the proportion of "non-credit assets" in its foreign exchange reserves [7].

Group 1 - The People's Bank of China reported that as of January 2026, China's gold reserves reached 74.19 million ounces, an increase from 74.15 million ounces at the end of December 2025, marking the 15th consecutive month of gold accumulation [1] - As of January 2026, China's foreign exchange reserves stood at $339.91 billion, an increase of $4.12 billion from December 2025, representing a growth rate of 1.23% [2] - The increase in foreign exchange reserves in January 2026 was influenced by the depreciation of the US dollar index and the overall rise in global financial asset prices, supported by the resilience of the Chinese economy [3]

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 the end of December 2025, representing a growth rate of 1.23% [1] - The increase in foreign exchange reserves is attributed to the impact of fiscal and monetary policies of major economies, as well as changes in market expectations, leading to a decline in the US dollar index and an overall rise in global financial asset prices [1] - January marked the sixth consecutive month of growth in foreign exchange reserves, with a total increase of $155.51 billion throughout 2025, maintaining a growth trend for 11 months of the year [2] Group 2 - The chief economist of China Minsheng Bank, Wen Bin, noted that multiple factors contributed to the continued weakness of the US dollar in January, including geopolitical risks and market reactions to US monetary policy [3] - In 2025, China's foreign trade demonstrated strong resilience, with export levels reaching a historical high, particularly in the machinery and electronics sector, which saw an increasing share of exports [3] - The long-term investment willingness of foreign investors in RMB assets is steadily increasing, with net inflows in securities investment and stable foreign direct investment, supported by ongoing policies to facilitate cross-border capital flows [3]

微信编辑 | 格蕾丝 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 李亚鹏，一夜卖了1.6亿元茶 2026.02. 07 本文字数：171，阅读时长大约2分钟 央行公告，中国2026年1月末黄金储备报7419万盎司，2025年12月末为7415万盎司，为连续第15个月增持黄金。 ther ller - lan -1888 - 2019 11 6 @- 号立井 ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 中国央行数据显示，中国1月末黄金储备报7419万盎司，12月末为7415万盎司，为连续第15个月增持黄 金。 风险提示及免责条款 ...

Group 1: Gold Production and Consumption - In 2025, domestic gold production reached 381.339 tons, an increase of 4.097 tons or 1.09% year-on-year. Imported gold production was 170.681 tons, up by 13.817 tons or 8.81% year-on-year, leading to a total gold production of 552.020 tons, which is an increase of 17.914 tons or 3.35% year-on-year [1] - The overseas gold production of major Chinese gold groups steadily increased, achieving approximately 90 tons, a year-on-year growth of 25% [1] - Gold consumption in China was 950.096 tons, a decrease of 3.57% year-on-year. Notably, gold jewelry consumption fell by 31.61% to 363.836 tons, while gold bars and coins saw a significant increase of 35.14% to 504.238 tons [1] Group 2: Market Activity and Price Trends - By the end of December 2025, the London spot gold fixing price was $4307.95 per ounce, up 62.90% from the beginning of the year, while the Shanghai Gold Exchange Au9999 closing price was 974.90 yuan per gram, an increase of 58.78% [2] - The Shanghai Gold Exchange reported a total trading volume of 31,400 tons (62,900 tons double-sided) for all gold varieties, a year-on-year increase of 1.02%, with a total trading value of 24.93 trillion yuan (49.86 trillion yuan double-sided), up 43.89% [1] - Domestic gold ETF saw an annual increase in holdings of 133.118 tons, a growth of 149.91% compared to 53.266 tons in 2024, bringing total holdings to 247.852 tons by the end of December [2] Group 3: Regulatory Responses and Central Bank Activities - In response to significant fluctuations in precious metal prices, exchanges like the Shanghai Gold Exchange and the Guangzhou Futures Exchange quickly adjusted trading limits, margin ratios, and transaction fees to stabilize market expectations and maintain orderly market operations [2] - Global central banks continued to increase their gold reserves, with China adding 26.75 tons of gold in 2025, marking 14 consecutive months of increases, bringing total reserves to 2306.32 tons by the end of December [2]