外汇储备

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32922亿美元!外汇局最新发布
天天基金网· 2025-08-08 05:05
Core Viewpoint - The article discusses the recent changes in China's foreign exchange reserves and gold reserves, highlighting the stability and potential of China's economy despite fluctuations in global financial markets [1][2][3]. Foreign Exchange Reserves - As of July 2025, China's foreign exchange reserves stood at 32,922 billion USD, a decrease of 252 billion USD from June, representing a decline of 0.76% [1][3]. - The State Administration of Foreign Exchange (SAFE) indicates that the current level of foreign exchange reserves is slightly above 3 trillion USD, which is considered adequate to support the stability of the RMB exchange rate and to withstand external shocks [1][3]. - Analysts believe that China's economic fundamentals remain strong, with supportive policies expected to maintain a stable foreign exchange reserve level [1][3]. Gold Reserves - By the end of July 2025, China's gold reserves reached 7,396 million ounces, an increase of 6 million ounces, marking the ninth consecutive month of gold accumulation by the central bank [2][3]. - The increase in gold reserves is viewed as a strategy to enhance the credibility of the sovereign currency and to facilitate the internationalization of the RMB [3][4]. - Experts suggest that gold retains advantages in terms of risk aversion, inflation resistance, and long-term value preservation, supporting the diversification of international reserves [4].
冠通期货早盘速递-20250808
Guan Tong Qi Huo· 2025-08-08 01:41
Hot News - The national policy of exempting childcare and education fees for all kindergarten seniors is expected to benefit about 12 million children this fall, reducing family expenses by 20 billion yuan [2] - S&P maintains China's sovereign credit rating at "A+" and outlook at "stable". China's macro - policies will continue to exert force in the second half of the year [2] - In July, China's total goods trade imports and exports were 3.91 trillion yuan, a year - on - year increase of 6.7%. Exports were 2.31 trillion yuan, up 8%, and imports were 1.6 trillion yuan, up 4.8%. The total in the first seven months was 25.7 trillion yuan, up 3.5% [2] - As of the end of July, China's foreign exchange reserves were 329.22 billion US dollars, down 2.52 billion US dollars from June. Gold reserves increased by 600,000 ounces to 73.96 million ounces, the 9th consecutive monthly increase [2] - This week, the average profit per ton of coke for 30 independent coking plants nationwide was - 16 yuan/ton, with different profit levels in different regions [3] Key Focus - Focus on urea, lithium carbonate, polysilicon, asphalt, and PP [4] Night - session Performance - Non - metallic building materials rose 2.78%, precious metals 27.77%, oilseeds 12.55%, non - ferrous metals 20.75%, soft commodities 2.49%, coal - coke - steel - ore 15.06%, energy 3.26%, chemicals 11.42%, grains 1.17%, and agricultural and sideline products 2.74% [4] Position Changes - The position changes of commodity futures sectors in the past five days are presented in the data [5] Performance of Major Asset Classes - In the equity category, the Shanghai Composite Index rose 0.16% daily, 1.86% monthly, and 8.59% annually; the Hang Seng Index rose 0.69% daily, 1.24% monthly, and 25.03% annually. In the fixed - income category, 10 - year treasury bond futures rose 0.05% daily, 0.12% monthly, and - 0.28% annually. In the commodity category, the CRB commodity index rose 0.25% daily, - 1.97% monthly, and - 0.96% annually; London spot gold rose 0.82% daily, 3.25% monthly, and 29.44% annually [6]
央行黄金储备九连涨
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-08 00:33
Group 1: Foreign Exchange Reserves - As of July 2025, China's foreign exchange reserves stood at $32,922 billion, a decrease of $252 billion from June, marking a decline of 0.76% [1] - The decline in reserves is attributed to the rise in the US dollar index and fluctuations in global financial asset prices, despite the reserves remaining above $3.2 trillion for 20 consecutive months [1][3] - The current level of foreign reserves is considered adequate, providing support for the stability of the RMB exchange rate amidst external volatility [1][3] Group 2: Gold Reserves - The central bank has increased its gold reserves for the ninth consecutive month, reaching 7,396 million ounces (approximately 2,300.41 tons) by the end of July, with a month-on-month increase of 6,000 ounces [2][5] - The value of gold reserves rose by $10 billion to $243.985 billion, representing 7.41% of the total foreign exchange reserves, which is still below the global average of around 15% [2][5] - The increase in gold reserves is driven by the need to diversify international reserve assets and enhance the stability of the currency amidst a changing global economic landscape [6][7] Group 3: Economic Outlook - Despite facing risks and challenges, macroeconomic policies are prepared to adapt flexibly, with an emphasis on proactive fiscal and moderately loose monetary policies to support economic stability [5] - The central bank's strategy includes a continued increase in gold reserves while potentially reducing holdings in US Treasury bonds, aiming to optimize the structure of international reserves [6][7] - A survey indicated that over 90% of central banks expect to increase their gold holdings in the next 12 months, reflecting a growing trend towards gold as a safe-haven asset [7]
7月末外储规模小幅下降 央行连续9个月增持黄金
Zhong Guo Zheng Quan Bao· 2025-08-07 21:11
Group 1 - As of July 2025, China's foreign exchange reserves stood at $32,922 billion, a decrease of $252 billion from the end of June, representing a decline of 0.76% [1] - The decline in foreign exchange reserves was influenced by macroeconomic data, monetary policy, and expectations from major economies, alongside fluctuations in asset prices and exchange rates [1] - China's foreign exchange reserves are considered to be at a moderately sufficient level, which supports the stability of the RMB exchange rate and acts as a buffer against potential external shocks [1] Group 2 - As of the end of July, China's gold reserves increased to 7,396 million ounces, up by 6 million ounces, marking the central bank's continuous increase in gold holdings for nine consecutive months [1] - The central bank's increase in gold reserves is aimed at enhancing the credibility of the sovereign currency and facilitating the cautious advancement of RMB internationalization [2] - The long-term strategy of diversifying international reserves and incorporating gold into the reserve mix remains unchanged, as gold is viewed as a hedge against inflation and a means of long-term value preservation [2]
7月末外储规模小幅下降央行连续9个月增持黄金
Zhong Guo Zheng Quan Bao· 2025-08-07 21:11
Group 1 - As of July 2025, China's foreign exchange reserves stood at $329.22 billion, a decrease of $25.2 billion or 0.76% from the end of June [1] - The decline in reserves was influenced by macroeconomic data, monetary policy, and expectations from major economies, alongside fluctuations in global financial asset prices [1] - The current level of foreign exchange reserves is considered moderately sufficient, providing support for maintaining the RMB exchange rate at a reasonable equilibrium [1] Group 2 - China's central bank has increased its gold reserves to 7.396 million ounces as of the end of July, marking a month-on-month increase of 60,000 ounces, continuing a nine-month trend of gold accumulation [1] - The accumulation of gold is seen as a strategy to enhance the credibility of the sovereign currency and facilitate the cautious advancement of RMB internationalization [2] - Long-term advantages of gold include its role as a hedge against risk, inflation, and its potential for value preservation and appreciation, which supports the central bank's strategy of diversifying international reserves [2]
7月外储变动受多重因素影响 官方黄金储备九连增
Sou Hu Cai Jing· 2025-08-07 17:10
Group 1 - As of the end of July, China's gold reserves reached 73.96 million ounces, marking an increase of 60,000 ounces month-on-month, with official gold reserves rising for nine consecutive months [2][5] - By the end of July, China's foreign exchange reserves stood at $32,922 billion, a decrease of $25.2 billion from the end of June, representing a decline of 0.76% [1][3] - The decline in foreign exchange reserves is attributed to the rise in the US dollar index, which increased by 3.39% in July, reversing a five-month downward trend [3][4] Group 2 - The increase in gold reserves is seen as a strategic move to optimize the international reserve structure, with a current gold reserve proportion of 7.0%, significantly below the global average of around 15% [5][6] - The World Gold Council reported that central banks globally purchased a net 166 tons of gold in the second quarter, a decrease of 21% year-on-year, but still above the five-year average [6] - Analysts predict that gold prices will continue to rise, with estimates suggesting potential prices of $3,400 per ounce in the next three months and $3,500 per ounce over the next year [5][6]
央行连续9个月增持黄金!外汇储备继续站稳3.2万亿美元
券商中国· 2025-08-07 12:11
Core Viewpoint - China's foreign exchange reserves stood at $32,922 billion as of the end of July 2025, marking a decrease of $252 billion or 0.76% from the end of June, while remaining above $3.2 trillion for the 20th consecutive month [1][5]. Group 1: Foreign Exchange Reserves - The decline in foreign exchange reserves in July was influenced by macroeconomic data, monetary policy expectations, and a rising US dollar index, which led to mixed performance in global financial asset prices [2][5]. - The US dollar index rebounded in July, ending a five-month decline, driven by trade agreements and reduced expectations for Federal Reserve rate cuts, which affected the valuation of non-dollar currencies [5]. - Despite the decrease, the overall stability of China's foreign exchange reserves is supported by a strong economic foundation and favorable long-term trends [5]. Group 2: Gold Reserves - As of the end of July 2025, China's official gold reserves increased to 7,396 million ounces, with a monthly addition of 6,000 ounces, marking nine consecutive months of gold accumulation by the central bank [2][6]. - The central bank's strategy of increasing gold reserves reflects a balance between optimizing reserve structure and controlling acquisition costs during a period of technical adjustments in gold prices [6]. - Global central banks are expected to continue increasing their gold reserves in the coming year, driven by economic and geopolitical uncertainties, with 95% of surveyed central banks anticipating further increases [6].
央行连续9个月买黄金!专家:可能还会继续
Sou Hu Cai Jing· 2025-08-07 11:01
Core Viewpoint - As of the end of July 2025, China's foreign exchange reserves decreased to $329.22 billion, a decline of $25.2 billion or 0.76% from the end of June, while gold reserves increased to 7.396 million ounces, marking the ninth consecutive month of gold accumulation [1][3]. Foreign Exchange Reserves - The foreign exchange reserves stood at $32,090.36 million in January 2025 and fluctuated throughout the months, reaching $32,852.55 million in May before the decline in July [2]. - The decrease in reserves in July was attributed to the rise in the US dollar index, which increased by 3.39% compared to June, impacting the value of non-dollar assets held in reserves [3]. Gold Reserves - China's gold reserves increased by 60,000 ounces in July 2025, although the increment has been low for five consecutive months [1][3]. - The proportion of gold in China's official international reserve assets is 7.0%, which is significantly lower than the global average [3]. Market Dynamics - The international economic and trade tensions have eased since May, leading to a reduction in safe-haven demand and slight adjustments in international gold prices, although they remain high [4]. - There is a growing need to optimize the structure of international reserves by increasing gold holdings and reducing US Treasury securities, as gold serves as a widely accepted final payment method and enhances the credibility of sovereign currency [4].
央行连续9个月增持黄金,7月末外储余额32922亿美元
Xin Lang Cai Jing· 2025-08-07 08:25
Core Insights - The People's Bank of China has increased its gold reserves for nine consecutive months, with a total of 7,396 million ounces as of the end of July, up by 6,000 ounces from the end of June [3] - After a pause in gold purchases since May of the previous year, the central bank resumed its buying in November and has continued through July [3] - China's foreign exchange reserves decreased by $25.2 billion in July, marking a decline of 0.76%, ending a streak of growth that lasted for the first six months of the year [3] Group 1: Gold Reserves - The total gold reserves of China reached 7,396 million ounces at the end of July, reflecting a monthly increase of 6,000 ounces [3] - The central bank's strategy includes a consistent increase in gold holdings, having resumed purchases after a hiatus since May of the previous year [3] Group 2: Foreign Exchange Reserves - As of the end of July, China's foreign exchange reserves stood at $32,922.35 billion, down from the previous month [3] - The decline in foreign exchange reserves was attributed to various factors, including macroeconomic data and currency policies from major economies, which influenced the dollar index and global financial asset prices [3] - Despite the recent decline, the foreign exchange reserves had seen a total increase of $115.065 billion in the first half of the year [3] Group 3: Economic Outlook - The State Administration of Foreign Exchange emphasized the stability and resilience of China's economic fundamentals, which are expected to support the stability of foreign exchange reserves [4] - The agency outlined plans for the second half of 2025 to enhance the management of foreign exchange reserves, focusing on asset safety, liquidity, and value preservation [4]
2025年Q1跨境资本季度跟踪:货币黄金增长规模创2011年以来的历史记录
Huachuang Securities· 2025-07-18 03:14
Group 1: Cross-Border Capital Flow - In Q1 2025, cross-border capital continued to show a net outflow of $316.7 billion, the highest level since Q1 2021[2] - Domestic capital outflow reached $481.1 billion, marking the highest level since Q1 2021[2] - Foreign capital inflow was $195.4 billion, while foreign capital outflow was $31.0 billion[2] Group 2: Domestic Investment Trends - Domestic securities investment outflow reached $164.5 billion, a record high since 2011[3] - Domestic direct investment outflow was $143.6 billion, the highest since Q1 2021[4] - The increase in domestic capital outflow was driven by investments in overseas stocks and funds through channels like "Hong Kong Stock Connect" and "mutual recognition of funds"[2] Group 3: Trade Credit and Gold Reserves - Trade credit net outflow was $44.2 billion, the highest since Q4 2015[5] - Monetary gold increased by $38.3 billion, setting a record since 2011, with the central bank accumulating a total of 1.126 million ounces of gold since 2022[6]