黄金资产凭证
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警报拉响!为防被被冻,中国须尽快置换美元资产
Sou Hu Cai Jing· 2025-10-17 07:48
Core Viewpoint - The intense financial confrontation between China and the U.S. necessitates strategic planning to "reset and replace" the vast dollar assets held by China, including foreign exchange reserves and other hidden dollar assets [1][3]. Group 1: Strategic Asset Management - China must take necessary actions to strategically and systematically reset and replace its dollar assets to ensure financial security and enhance its influence in the global financial system [3][4]. - The goal is not to aggressively "liquidate" dollar assets but to optimize asset structure and hedge risks through sophisticated designs, transforming potential risks into solid leverage for future negotiations [3][4]. Group 2: Gold as a Strategic Anchor - The strategic value of gold needs to be reassessed, especially as the credibility of the dollar is increasingly questioned; gold's ultimate currency attributes are returning [4][6]. - China aims to establish a new international gold flow and credit center by encouraging countries to purchase gold at the Shanghai Gold Exchange and store it in Hong Kong, challenging the long-standing dominance of London and New York in global gold pricing and custody [4][7]. Group 3: Renminbi Expansion in Commodity Settlements - To reduce dependence on the dollar, China must expand the use of the renminbi in commodity settlements, particularly in oil, gas, and agricultural products [8][10]. - The strategy involves systematic promotion of renminbi settlements in diverse trade, leveraging China's position as the largest importer to negotiate long-term contracts priced in renminbi [10][11]. Group 4: Debt Replacement Strategy - A "renminbi debt replacement for dollar debt" plan is proposed to assist countries facing high dollar debt pressures, positioning China as a stabilizing force in regional finance [16][19]. - This plan allows countries to convert their dollar debts into renminbi debts, providing them with a lifeline while simultaneously promoting the internationalization of the renminbi [19][21]. Group 5: Comprehensive Strategic Framework - The three proposed strategies—gold collateral systems, expanding renminbi settlements, and debt replacement—form a cohesive strategic framework aimed at enhancing China's financial security and international influence [22][24]. - The timing is critical for proactive planning and implementation to secure a favorable position in the evolving global financial landscape [24].