韩国央行行长李昌镛表示，近期韩元走弱并未反映韩国经济的真实实力，并誓言将反对任何可能威胁外汇市场稳定的对美投资决策。外资流出以及 市场对额外美国投资(作为关税谈判的一部分)可能进一步加剧汇率压力的担忧，持续令韩元承压。李昌镛在周五的新年致辞中表示："尽管很难界定 一个精确、合适的汇率水平，但近期美元兑韩元汇率升至1400多的高位，明显与我国经济基本面存在较大偏离。"李昌镛还强调，美韩贸易协议中提 及的200亿美元投资规模是年度最高上限，任何投资决定都只会在不扰乱外汇市场稳定的前提下作出。他表示："在这一过程中，韩国央行将与政府 一道，不会支持任何可能损害外汇市场稳定的决定。" 截至发稿，美元兑韩元汇率报1442.00。 目前，韩国当局正竭尽全力遏制韩元贬值，因为韩元大幅走软可能会加剧输入型通胀风险、加速资本外流，并可能削弱外国投资者对该国金融稳定 的信心，进而可能造成恶性循环。 韩国当局正放宽外汇管制以增加境内美元流动性，寻求主要出口商合作，并加大力度缓解居民海外投资需求带来的压力。去年12月早些时候，韩国 央行已与国民年金公团(NPS)签署了一项限额为650亿美元的外汇互换合约。国民年金公团此前已开始抛售美 ...

在韩国当局近日就捍卫本币表达"坚定决心"后，韩元周五延续涨势，韩元兑美元汇率升至11月初以来的最高水平。截至发稿，美元兑韩元汇率跌 0.27%，报1442.06，日内一度跌至1429.82。该汇率过去一周已下跌2.28%。 目前，韩国当局正竭尽全力遏制韩元贬值，因为韩元大幅走软可能会加剧输入型通胀风险、加速资本外流，并可能削弱外国投资者对该国金融稳定的 信心，进而可能造成恶性循环。 韩国当局正放宽外汇管制以增加境内美元流动性，寻求主要出口商合作，并加大力度缓解居民海外投资需求带来的压力。本月早些时候，韩国央行已 与国民年金公团(NPS)签署了一项限额为650亿美元的外汇互换合约。国民年金公团此前已开始抛售美元以支撑韩元汇率。 韩国央行还决定从下个月开始暂时免除银行等金融机构的外汇稳定税，并将为金融机构持有的法定外汇存款准备金支付利息。韩国券商也决定暂停海 外股票的新营销活动。 韩国当局周三表示，韩元过度疲软并非好事，外汇市场将很快就会看到政府的"坚定决心"。韩国央行与韩国财政部周三共同表示，过去两周已多次召 开会议讨论韩元近期走弱问题。韩国财政部同时宣布，将采取多项新税收措施以稳定外汇市场。 在韩国当局周三发 ...

韩国央行和财政部联合发表声明称，为稳定外汇市场，韩国将免除银行外汇稳定税6个月。 韩国央行将对金融机构超额外汇准备金存款支付利息6个月。 公告发布后，韩国央行官员在简报会上表示，这些措施旨在解决短期外汇供需失衡的问题。 责任编辑：陈钰嘉 公告发布后，韩国央行官员在简报会上表示，这些措施旨在解决短期外汇供需失衡的问题。 责任编辑：陈钰嘉 韩国央行周五召开非例行委员会会议，讨论稳定外汇市场的措施。 韩国央行周五召开非例行委员会会议，讨论稳定外汇市场的措施。 韩国央行和财政部联合发表声明称，为稳定外汇市场，韩国将免除银行外汇稳定税6个月。 韩国央行将对金融机构超额外汇准备金存款支付利息6个月。 ...

企划财政部表示将迅速推进旨在检查外汇市场结构性状况、稳定外汇供求的政策课题。六家部门将定期 检查出口企业的结汇和海外投资现状，并研讨与政策资金等企业支援政策手段的联动方案。 金融监督院计划未来两月内以证券公司等金融机构为对象，就其海外投资相关的投资者说明和保护措施 的适当性等进行实地检查。此外会上商定将通过四方协商机制(企划财政部、福祉部、韩国银行、国民 年金)启动政策讨论，以制定能够兼顾国民年金收益性和外汇市场稳定的"新框架"。 据韩联社12月1日报道，企划财政部于11月30日同保健福祉部、产业通商资源部、金融委员会、韩国银 行、金融监督院召开会议，就原定于今年年底到期的外汇当局与国民年金之间的外汇互换协议延长事宜 等进行细节磋商。 ...

Core Viewpoint - The South Korean government has announced new measures to stabilize the foreign exchange market, addressing the long-standing imbalance in foreign exchange supply and demand, which has recently intensified fluctuations in the Korean won's exchange rate [1] Group 1: Government Measures - The regulatory authorities will review the foreign exchange income and expenditure of export enterprises and seek policy tools to support their overseas investment activities [1] - Special inspections will be conducted to ensure adequate protective measures for overseas investments [1] Group 2: Central Bank Actions - The South Korean central bank is in discussions with pension funds to expand foreign exchange swap limits, which will help alleviate dollar liquidity pressure and enhance market resilience [1] - These initiatives are part of broader measures aimed at strengthening market operations and maintaining stability [1]

来源：金融界AI电报 韩国企划财政部长官具润哲周三表示，韩国外汇当局正在密切关注外汇市场上的投机交易和羊群行为， 他誓言要严厉应对市场的过度波动。具润哲在一次新闻发布会上说，由于市场对韩元疲软的预期不断增 强，再加上国内结构性因素，韩元对市场不确定性的反应比其他货币更为敏感。具润哲表示，当局将考 虑所有可用方案来稳定外汇市场，但他未在新闻发布会上宣布任何具体措施。 ...

Core Points - The meeting led by Zhu Hexin emphasized the importance of implementing the spirit of the 20th Central Committee's Fourth Plenary Session, focusing on enhancing the foreign exchange management system to support high-level opening-up and the internationalization of the Renminbi [1][2] - The meeting outlined four key areas of focus: strengthening centralized leadership, supporting high-quality economic development, expanding high-level opening-up, and maintaining foreign exchange market stability [2][3] Group 1 - The meeting highlighted the need to adhere to and strengthen the centralized leadership of the Party over foreign exchange management [2] - It emphasized the fundamental purpose of financial services to support the real economy, promoting reforms in bank foreign exchange operations and cross-border trade investment [2] - The meeting called for a steady expansion of high-level institutional opening in the foreign exchange sector, promoting the internationalization of the Renminbi and high-quality opening of capital projects [2] Group 2 - The meeting stressed the importance of maintaining stability in the foreign exchange market and ensuring national economic and financial security through a dual management approach [2][3] - It called for the establishment of a monitoring and early warning system for cross-border capital flows, aiming to keep the Renminbi exchange rate stable at a reasonable level [2] - The meeting urged the foreign exchange management system to effectively complete tasks for the fourth quarter and support the economic recovery trend [3]

Core Points - The National Foreign Exchange Administration emphasizes the importance of financial services to the real economy and aims to enhance foreign exchange support for high-quality economic development [2] - The meeting highlights the need for steady expansion of high-level institutional openness in the foreign exchange sector and supports the internationalization of the Renminbi [2] - There is a focus on maintaining stability in the foreign exchange market and ensuring the security of the national economy and finance through improved monitoring and regulation [2][3] Group 1 - The meeting stresses the fundamental purpose of financial services to the real economy, promoting reforms in foreign exchange operations and cross-border trade investment [2] - It aims to enhance the foreign exchange policy system to provide more convenience based on trustworthiness, with a focus on supporting high-level technological self-reliance [2] - The meeting calls for a comprehensive approach to expand foreign exchange market openness and support trade innovation and bilateral investment cooperation [2] Group 2 - The administration plans to strengthen macro-prudential and micro-regulatory management of the foreign exchange market to prevent external shocks [3] - It emphasizes the need for a robust regulatory environment to maintain a healthy order in the foreign exchange market [3] - The introduction of supportive foreign exchange policies is aimed at consolidating and expanding the positive momentum of economic recovery [3]

Core Viewpoint - The international financial market has experienced increased volatility this year, but China's foreign exchange market has shown resilience and stability, maintaining a basic balance in international payments [1][2]. Group 1: International Balance of Payments - In the first half of the year, China's current account surplus reached 21,126 billion yuan, while the capital and financial account recorded a deficit of 19,936 billion yuan, indicating a reasonable equilibrium [1]. - The current account surplus reflects net income from exports, which leads to capital outflows through investments, thus the capital and financial account deficit should not be simply interpreted as capital flight [1]. Group 2: Economic Fundamentals - The stability of the international balance of payments supports currency stability, enhances international competitiveness, and promotes economic development, which are key macroeconomic objectives [2]. - China's economic foundation remains strong, with a focus on expanding domestic demand as a long-term strategy, supported by proactive fiscal policies and moderately loose monetary policies [2]. Group 3: Foreign Exchange Market Dynamics - The maturity of the foreign exchange market and improved regulatory capabilities are crucial for mitigating external risks [3]. - The foreign exchange market has become more stable, with the marketization of the RMB exchange rate mechanism improving, leading to increased exchange rate flexibility [3]. - Future developments in foreign trade and foreign investment are expected to be positively influenced by a more convenient, open, secure, and intelligent foreign exchange management system [3].

Core Viewpoint - The Bank of Ghana plans to initiate foreign exchange intermediary services based on its domestic gold purchase program starting in October 2025, aiming to sell up to $1.15 billion in gold through competitive auctions to licensed banks [1] Group 1: Foreign Exchange Market - The sales will occur in a spot format, with auctions held twice a week, ensuring fair and transparent access for all market participants without special conditions or allocations [1] - The initiative aims to deepen the interbank foreign exchange market and stabilize the cedi, with monthly auction volumes subject to adjustment based on market developments [1] - The overall goal is to enhance transparency and reduce volatility in the foreign exchange market [1] Group 2: Support for SMEs and Agriculture - The Bank of Ghana encourages commercial banks to increase support for small and medium-sized enterprises (SMEs) and agricultural businesses, which are crucial for economic growth [1] Group 3: Gold Purchase Program - The domestic gold purchase program is designed to utilize locally mined gold to build reserves, part of a broader strategy to reduce reliance on foreign currency and support long-term exchange rate stability [1]