Workflow
货币金融服务
icon
Search documents
加速人民币国际化:破局美元信用危机的战略窗口|政策与监管
清华金融评论· 2025-06-10 10:31
中国在全球经济中的角色早已超越 "世界工厂 " ,成为供应链的核心枢纽和贸易网络的中心节 点。 2023 年,中国对 "一带一路 " 共建国家的进出口占比达 47.4% ,几乎占据半壁江山。中国 与新兴市场经济体贸易往来比重不断增加,为人民币跨境结算提供了基础支撑。 2023 年 1-9 月, 中国与 "一带一路 " 共建国家人民币跨境收付金额达 6.5 万亿元,同比增长 19% 。 如此庞大的贸易网络本应支撑起相应规模的货币使用。然而现实是:尽管人民币已是全球第四大 支付货币、第三大贸易融资货币,但其在国际支付中的份额仅为 3.79% ,在全球外汇储备中的占 比仅 2.4% 。在全球对美元单一体系安全性担忧加剧的背景下,这种错位使中资企业额外承受了 本可避免的成本与风险。 文/ 中央财经大学绿色金融国际研究院首席经济学家 刘锋 当下正值美元信用根基动摇之际,美债作为传统安全资产锚的地位 因美联储推动发行稳定币试点而受到前所未有质疑,正是人民币国 际化突破困局的绝佳历史契机。 当今全球金融体系呈现一个巨大悖论:中国作为全球第一大贸易国、第二大经济体,支撑着全球 近 30% 的制造业产出和供应链网络,人民币在全 ...
【专家观点】加速人民币国际化:破局美元信用危机的战略窗口
Xin Hua Cai Jing· 2025-06-09 09:03
新华财经北京6月9日电题:加速人民币国际化:破局美元信用危机的战略窗口 作者:中财绿金院首席经济学家,中国首席经济学家论坛理事刘锋 当今全球金融体系呈现一个巨大悖论:中国作为全球第一大贸易国、第二大经济体,支撑着全球近30% 的制造业产出和供应链网络,人民币在全球支付中的占比却仅徘徊在4%左右。跨境贸易人民币结算占 比从2022年的18%快速攀升至2024年一季度的30%,资本项下人民币收支占比已达73%,但人民币在全 球官方外汇储备中的份额仅约2.4%。美元、欧元仍垄断着全球支付体系80%以上的份额。 中国的货币地位与经济实力在全球的金融和经济体系中严重错配,金融服务能力和国际化程度严重滞 后,矛盾愈发尖锐。这种错配不仅扭曲了中国资产的全球定价,更成为企业出海和金融安全的战略瓶 颈。当下正值美元信用根基动摇之际,美债作为传统安全资产锚的地位因美联储推动发行稳定币试点而 受到前所未有质疑,正是人民币国际化突破困局的绝佳历史契机。 一、美元信用动摇期:人民币国际化滞后已成中国金融体系最大短板 中国在全球经济中的角色早已超越"世界工厂",成为供应链的核心枢纽和贸易网络的中心节点。中国与 新兴市场经济体贸易往来比重 ...
正式批准!欧元区第21个成员国来了
Jin Rong Shi Bao· 2025-06-04 13:32
Group 1 - The European Central Bank has officially approved Bulgaria's application to adopt the euro, making it the 21st member of the Eurozone [1] - Bulgaria is set to start using the euro on January 1, 2026, marking a significant milestone for the Eurozone [1] - Bulgaria has met all the necessary economic convergence criteria, including price stability, public finance, exchange rate, and long-term interest rate standards [1] Group 2 - The European Commission's spring economic forecast predicts a 0.9% growth for the Eurozone in 2025 and a 1.4% growth in 2026, with recent forecasts being downgraded due to global trade uncertainties [2] - The international status of the Eurozone is expected to improve, with the euro potentially becoming a viable alternative to the US dollar amid increasing uncertainty in the dollar-based international monetary system [2] - The European Central Bank's president indicated that changes in the international order could provide opportunities for the euro to play a larger role on the global stage, provided that appropriate policies are implemented [2]
美国内部“去美元化”,黄金“王者归来”!
Sou Hu Cai Jing· 2025-06-03 08:41
Core Viewpoint - Florida has taken a significant step towards de-dollarization by recognizing gold and silver coins with purity over 99.5% and 99.9% as legal tender, exempting them from sales tax, marking a shift in the financial landscape within the U.S. [1][4] Group 1: Legislative Actions - Florida's legislation aims to combat the risks associated with the depreciation of the U.S. dollar, with state representative Doug Bankson highlighting that the dollar's purchasing power has decreased by over 90% since the U.S. abandoned the gold standard in 1971 [3][4] - Other states, including Utah, Texas, Tennessee, and Arkansas, have also enacted similar laws recognizing gold and silver as legal tender, indicating a growing trend across the U.S. [4] Group 2: Economic Context - The U.S. dollar has faced significant depreciation, with the dollar index dropping over 10% this year, contributing to Florida's move towards de-dollarization [6] - The U.S. national debt has reached approximately $37 trillion, raising concerns about the sustainability of the dollar as a global currency and the potential for a loss of confidence in its value [6][9] Group 3: Global Trends - There is a global shift towards de-dollarization, with BRICS nations promoting local currency settlements and a decline in reliance on the dollar for oil transactions in the Middle East [9] - The rise of stablecoins and the exploration of a digital dollar by the Federal Reserve reflect the U.S.'s attempts to adapt to changing financial dynamics and maintain its currency's relevance [9]
日本5月基础货币同比 -3.4%,前值 -4.8%。
news flash· 2025-06-02 23:56
Core Viewpoint - Japan's base money in May decreased by 3.4% year-on-year, an improvement from the previous value of -4.8% [1] Summary by Category - **Monetary Policy** - The year-on-year change in Japan's base money indicates a contraction, but the rate of decline has slowed compared to the previous month [1]
每经热评︱中企扎堆上市外资疯狂“扫货” 港股募资额登顶重塑全球资本图谱
Mei Ri Jing Ji Xin Wen· 2025-05-22 13:37
Group 1 - The core event is the successful IPO of CATL on the Hong Kong Stock Exchange, raising a net amount of HKD 35.3 billion, marking the largest IPO globally in 2023 [1] - The Hong Kong IPO market has shown a strong performance, with a total fundraising amount exceeding HKD 65 billion as of May 20, 2023, making it the leading market globally [1] - There are currently 151 companies waiting to go public in Hong Kong, with expectations that the total fundraising for the year will surpass HKD 150 billion [1] Group 2 - The IPO boom is characterized by a structural shift, with leading A-share companies driving the trend, including companies like Hengrui Medicine and Haitian Flavoring [1] - The strong performance of the Hong Kong market is reflected in the Hang Seng Index, which has seen a year-to-date increase of 17.37% [2] - The discount rate for H-shares compared to A-shares has significantly decreased, with CATL's H-share price only 6.5% lower than its A-share price, the lowest in the past decade [2] Group 3 - The current IPO activity is a result of both domestic companies seeking international expansion and the growing demand for diversified asset allocation by international capital [3] - The changing international trade landscape is influencing capital flows, indicating a shift of Chinese assets from being perceived as "price low" to "value high" [3]
佳能科技投资农村商业银行遭问询,实控人妻子、总经理妻女位列股东
Sou Hu Cai Jing· 2025-05-20 02:02
根据申请文件,佳能科技持有淄博淄川农村商业银行0.1001%的股权,实际控制人杨立勇担任淄博淄川农村商业银行的监事,董事、总经理杨德生持有淄博 淄川农村商业银行0.05%的股权。 佳能科技向淄博淄川农村商业银行正在履行的借款合同金额为1060万元,佳能科技子公司旺泰科技为其自身向淄博淄川农村商业银行的借款提供担保,杨立 勇、杨德信、杨洁琼、纪新玲等人均为佳能科技及其子公司向淄博淄川农村商业银行的借款提供担保。 佳能科技第三大股东鸿泰基金的有限合伙人淄博市淄川区财金控股有限公司是淄博淄川农村商业银行的第一大股东,持股比例为5.2431%。 瑞财经 刘治颖5月16日,山东佳能科技股份有限公司(以下简称:佳能科技)发布关于公开发行股票并在北交所上市申请文件的审核问询函的回复,保荐机 构为第一创业证券承销保荐有限责任公司。 招股书显示,佳能科技是一家专业从事节能环保换热技术及工业管道安全技术与设备生产的高新技术制造企业。公司集设计、研发、制造、检验、销售、服 务于一体,面向石油化工、电力、钢铁、煤化工、新材料等领域,为客户提供节能换热与工业管道安全定制化产品及技术解决方案。 业绩方面,2021年至2024年上半年,佳 ...
浙江威星智能仪表股份有限公司关于使用闲置自有资金进行委托理财到期赎回的公告
浙江威星智能仪表股份有限公司(以下简称"公司"或"威星智能")于2024年4月23日召开第五届董事会 第十六次会议及第五届监事会第十四次会议,审议通过了《关于2024年度使用闲置自有资金进行委托理 财的议案》,并于2024年5月17日召开2023年年度股东会,审议通过了该议案,同意公司及控股子公司 在不影响正常经营的情况下,使用闲置自有资金进行委托理财,单笔额度不超过人民币10,000万元,委 托理财的额度在股东会审议通过之日起一年内可以滚动使用。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002849 证券简称:威星智能 公告编号:2025-027 浙江威星智能仪表股份有限公司关于使用闲置自有资金进行委托理财到期赎回的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 三、备查文件 1、理财产品到期赎回凭证。 以上内容详见公司于2024年4月25日及2024年5月18日在巨潮资讯网(www.cninfo.com.cn)发布的相关 公告。 公司此前购买的交通银行股份有限公司的结构性存款理财产品已到期赎回,现将具体情况公告如下: 一、本次使用 ...
大动作,将在沙特建立交割金库,布雷斯顿森林体系2.0来了!
Sou Hu Cai Jing· 2025-05-10 08:04
Group 1 - The Shanghai Gold Exchange will establish a delivery vault in Saudi Arabia, with plans for additional vaults in Hong Kong, Singapore, and Switzerland, allowing global citizens to exchange their RMB for gold [1] - The internationalization of the RMB is accelerating, with the first version of the Bretton Woods system introduced in 2018, allowing oil-exporting countries to exchange RMB for gold at the Shanghai Gold Exchange [3] - The transition from "petrodollar" to "petro-RMB" is underway, with Saudi Arabia beginning to accept RMB for oil purchases, marking a significant shift in currency dynamics [5] Group 2 - The establishment of a delivery vault in Saudi Arabia addresses concerns about the accessibility of gold, enabling immediate exchange of RMB for physical gold without leaving Saudi borders [5] - The internationalization of the RMB is entering a fast track, potentially positioning it as a major global payment currency, especially as the U.S. faces significant debt pressures [7] - The decoupling of Chinese assets from the U.S. dollar is expected to enhance China's pricing power in global markets, reducing reliance on the dollar [7]
美元霸权裂痕,人民币国际化闪电战,27国转向中国
Sou Hu Cai Jing· 2025-04-20 11:57
Group 1 - The dominance of the US dollar is a significant asset for the US, allowing it to easily create wealth through unchecked money printing and benefiting from the "seigniorage" effect [1] - However, this privilege has become a double-edged sword, leading to neglect of industrial development, a decline in overall national strength, increasing wealth disparity, and escalating social tensions [2][3] - The transition from a commodity-based currency system to a pure fiat currency system raises challenges in restraining the issuing country's tendency to abuse its power [2][3] Group 2 - Historical examples show that countries with poor performance inevitably face a loss of currency credibility, while even well-performing nations struggle with long-term currency depreciation [3] - The current global trade still necessitates an international monetary system, but the US's actions reveal a mismatch between its moral standing and actual power, potentially undermining its currency dominance [5] - The historical context of Spain's financial situation during the colonial era parallels the current US scenario, where excessive money supply led to inflation and economic decline despite initial wealth accumulation [7][9][10] Group 3 - The detachment of the US dollar from gold in 1971 marked a shift to a system reliant on national self-restraint, yet many countries now face significant fiscal deficits, with the Eurozone averaging a deficit of 3.6% in 2023 [12] - The US's financial situation reflects a growing debt crisis, exacerbated by inflation, with government debt expected to continue rising, highlighting the urgency for a new monetary system [13] - In contrast, China's gradual internationalization of the renminbi is gaining momentum, with significant cross-border financing initiatives and increasing global acceptance [15][16]