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俄3000亿资产不保,中国抛美债增持黄金,是防美国冻资产的后手!
Sou Hu Cai Jing· 2025-10-27 01:48
可见那些抛出或将要抛出的"美债"的钱,都早就被央行"悄悄"地收了,现在就藏在了央行的"仓库"里了,这就好比你将自己的钱交给了银行,银行既能保证你的 钱的安全,还能给你高的存款利息,那么你就真真切切地把自己的钱交给了银行,也就真真切切地将自己的钱交给了银行的"仓库"里了!在近11个月的连续 增长背景下,截至2025年9月,中国的黄金储备已再次刷新了新高,达到了惊人的7406万盎司(合约2304吨的黄金)。 随着西方的出手一纸制裁令,俄罗斯的3万亿美元的海外资产几乎都被瞬间给"冻结"了起来,俄罗斯的经济又一次经受了西方的打击。但更不幸的是,这笔 巨款不仅把本金都扣了个精光,就连从中产生的利息也都被一并转给了乌克兰。 但这场"金融闪电战"却让全球各国都在背后为自己的钱都能不能"冻"而发抖:今天能把俄罗斯的钱都给冻结了,明天就不知道会不会轮到我自己的钱 都"冻"了呢? 中国行动快得惊人。美国财政部最新数据显示,中国持有的美债规模已跌至7307亿美元,创下2009年以来新低。光是2025年7月一个月就抛了257亿美元。这 不是偶然操作,而是一场持续数年的战略撤退——相比2013年时中国手握1.3万亿美元美债,如今规模几 ...
“选美元还是人民币”?面对逼问,东盟国家的央行行长态度很明确
Sou Hu Cai Jing· 2025-10-11 13:39
2023年7月29日,王室法令任命她为国家银行行长,从7月30日起生效,她成了首位女性行长。之前她已 经是副主任,管着数字支付基础设施。任职后,她继续强调金融包容,扩大Bakong的应用。她的工作 一直围绕着让柬埔寨经济更独立,减少对外币依赖。 2025年10月9日,日本日经亚洲杂志采访了谢丝蕾,问了个挺直球的问题:选美元还是人民币?她没被 这个问题框住,没说支持这个不支持那个,而是讲扩大本地货币的使用。她指出美元在国际结算上方 便,但有局限,尤其是美国货币政策变动时,会波及柬埔寨的经济。 说起柬埔寨国家银行行长谢丝蕾这个人,得从她的成长经历开始讲。她1981年4月25日出生在金边,那 时候柬埔寨刚从乱世走出来,她家算是熬过了那段苦日子。她小时候接受本地教育,后来去法国读完中 学。1999年,她在新西兰维多利亚大学拿到了会计和金融专业的学位。回国后,没多久就进了国家银 行,从2002年开始在银行监管部门干起,一步步爬上来。 2010年代,她当上了中央银行副主任,负责不少大事,比如2017年草拟推广本地货币瑞尔的计划,还推 动对华贸易用人民币结算,目的就是别太靠单一货币。2020年,她主导推出了Bakong数字 ...
一张人民币的环球旅行
吴晓波频道· 2025-08-31 00:30
Core Viewpoint - The article discusses the evolving landscape of cross-border payment systems, highlighting the challenges faced by traditional infrastructures and the emergence of new payment methods driven by geopolitical tensions and technological advancements [2][34]. Traditional Cross-Border Payment - Cross-border payment involves the transfer of funds across countries, which is often complex and requires intermediaries like correspondent banks [10][12]. - SWIFT and CHIPS are key components of the traditional cross-border payment system, with SWIFT facilitating communication between banks and CHIPS handling the actual fund transfers [19][20]. - The global cross-border payment market is projected to reach $212.55 billion in 2024, growing to $320.73 billion by 2030, with a compound annual growth rate of 7.1% [5]. Challenges in Traditional Systems - Traditional cross-border payment systems are criticized for being inefficient, costly, and vulnerable to political manipulation, as seen in the sanctions against Russia [27][32]. - The dominance of the US dollar in global transactions (41% of cross-border payments) and its role in SWIFT has raised concerns about the politicization of payment systems [32][34]. Emergence of New Payment Methods - New payment infrastructures are emerging in response to the limitations of traditional systems, with cryptocurrencies like Bitcoin and USDT gaining popularity for their speed and lower costs [35]. - However, the volatility of cryptocurrencies and the lack of regulatory frameworks pose significant risks [35]. Renminbi Cross-Border Payment - The CIPS (Cross-Border Interbank Payment System) is a Chinese initiative aimed at enhancing the international use of the Renminbi, providing a faster and cheaper alternative to SWIFT [38][40]. - CIPS has seen rapid growth, with 174 participating institutions and a transaction volume of 175.5 trillion Renminbi, marking a 43% year-on-year increase [43]. - The CIPS 2.0 system significantly reduces transaction costs and processing times, with some transactions completed in seconds compared to days with SWIFT [41][44]. Future Developments - China is exploring further innovations in cross-border payments, including digital Renminbi and stablecoin initiatives, to enhance efficiency and reduce reliance on traditional banking systems [45][46]. - The ongoing development of these systems is crucial for establishing a stable and reliable cross-border payment environment for the Renminbi [47].
警报拉响!全世界都在害怕:美元或难以为继,一场金融动荡要来了?
Sou Hu Cai Jing· 2025-07-30 04:47
Core Viewpoint - The article discusses the decline of the US dollar's dominance, driven by massive national debt and rising inflation, leading to a global financial storm [1][3][8] Group 1: US National Debt and Economic Impact - The US government currently holds a staggering $36 trillion in national debt, with annual interest payments exceeding $1.3 trillion, surpassing the entire military budget [1] - The cost of issuing new debt has risen above 5.3%, exacerbating the debt situation as $9.2 trillion in debt is set to mature this year, necessitating refinancing [1][3] - Inflation remains persistent, with the Consumer Price Index (CPI) at 2.7% in June, while factory orders have declined for three consecutive months, indicating economic pressure [3] Group 2: Federal Reserve's Dilemma - The Federal Reserve, once seen as a stabilizing force, is now caught in a difficult position due to high inflation and political pressure for interest rate cuts [3][5] - The independence of the Federal Reserve is under threat, with public criticism from political figures and congressional scrutiny [5] Group 3: Global Shift in Asset Allocation - Countries are increasingly diversifying their assets away from the dollar, with the People's Bank of China increasing gold reserves for 18 consecutive months, and other nations like India and Saudi Arabia following suit [5] - The global central bank gold reserves have reached a historic high of 3600 tons, reflecting a shift towards tangible assets [5] Group 4: Alternatives to Dollar Transactions - International trade is seeking alternatives to the dollar, with significant transactions in the Chinese yuan and other currencies, such as 18% of Saudi oil exports to China being settled in yuan [5] - The use of stablecoins as a new form of dollar is limited, with 90% still requiring dollar backing, highlighting the ongoing reliance on the dollar [6] Group 5: Consequences of Sanctions - US sanctions have led to unintended consequences, with targeted countries forming alliances and exploring alternative currencies, such as Russia and Iran developing gold-backed cryptocurrencies [8] - The article suggests that the US's financial dominance is waning as the dollar depreciates, revealing the fragility of its hegemonic status [8]
中国罕见公开警告:谁敢用中方利益,和美国做交换,必将严惩不贷
Sou Hu Cai Jing· 2025-05-06 11:33
Core Viewpoint - The article highlights China's firm stance against U.S. trade coercion, emphasizing that it will not accept any deals that sacrifice its interests and will respond resolutely to U.S. actions [1][3]. Group 1: U.S. Trade Strategy - The U.S. has imposed punitive tariffs ranging from 34% to 104% on Chinese goods, viewing China as its primary competitor and aiming to weaken its position in global supply chains [1][3]. - The U.S. is facing a significant debt crisis, with national debt exceeding $36 trillion and annual interest payments nearing $1 trillion, leading to a reliance on tariffs as a means to address its economic challenges [3]. - The U.S. trade strategy has resulted in increased inflation and a growing trade deficit, countering its intended economic benefits [3]. Group 2: International Reactions - Key allies like the UK and Japan have openly rejected U.S. pressure to decouple from China, indicating a miscalculation of U.S. influence [3][5]. - The article notes that the U.S. is using trade as a political tool, which undermines international cooperation and trust [3][5]. Group 3: China's Response and Adaptation - China has made significant advancements in overcoming technology blockades, having developed 21 out of 35 key technologies previously restricted by the U.S. [5]. - China's trade focus is shifting towards emerging markets in Southeast Asia, the Middle East, and Africa, with its exports to the U.S. decreasing from 19% in 2017 to 14.6% in 2024 [5]. - The article mentions that the U.S. tariffs on Southeast Asian countries have inadvertently strengthened China's ties with ASEAN nations [5]. Group 4: Broader Implications - The trade war has led to rising inflation in the U.S., with a reported 3.5% year-on-year increase in CPI as of March, and declining consumer confidence [7]. - The potential for retaliatory tariffs could lead to a significant contraction in global trade, reminiscent of the Great Depression [7]. - The intertwining of trade and national security by the U.S. is increasing geopolitical tensions, particularly in regions like Southeast Asia and Europe [7].