行业资讯

黄金市场的大谜团:为何中国持有那么多黄金?

日期:2017-11-02
中国是全球最大的黄金需求国,同时也是全球最大的黄金生产国,但中国在整个黄金市场的话语权却和其大量需求与供应难以匹配。
  
据世界黄金协会(WGC)数据显示,今年二季度中国的金饰需求占全球需求的28.6%,金币和金条需求占全球需求的26%。
  
中国的黄金储备目前为1843吨,在全球排名第五。
  
不过由于黄金市场更多受到纸面市场的影响,因此伦敦和纽约的西方投资者才是影响金价走动的关键。
黄金市场的大谜团:为何中国持有那么多黄金?(图1)
然而关键的问题在于,黄金市场的一大悬念就在于中国到底有多少黄金并不为人知。甚至有猜测中国实际的黄金持有量高达2万吨到3万吨。
  
那么,如果中国真的公布真实的黄金持有量,是否就能提振金价呢?在2015年7月,中国央行在6年里首次公布增持黄金储备,当时公布的数据显示中国央行黄金储备增加了60%。但在那个交易日,金价却是下跌的。
  
也就是说,中国持有大量的黄金,目的并不在于影响黄金市场,更可能和人民币有关。
  
不过值得注意的是,中国的外汇储备中,黄金占比只有2.4%,不足以为人民币背书,中国外汇储备中占三分之二大头的仍然是美元。

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