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中国央行放缓人民币涨势 - 三菱日联金融集团

三菱日联金融集团(MUFG)指出,中国人民银行(PBoC)在美元/人民币(USD/CNY)向 6.65 逼近后,将外汇存款准备金率从 4% 上调至 6%,自 11 月 15 日起生效。此举预计将锁定约 240 亿美元的外汇流动性,旨在放缓人民币升值,而非逆转其升值趋势。MUFG 维持其美元/人民币(USD/CNY)预测不变,预计到 2026 年底为 6.65,到 2027 年第三季度为 6.50。
政策微调以抑制人民币走强
"在中国,在美元/人民币(USD/CNY)跌向 6.65 后,中国人民银行(PBOC)将外汇存款准备金率从 4% 上调至 6%,自 11 月 15 日起生效。"
"预计此举将锁定约 240 亿美元的外汇流动性。"
"在我们看来,这项政策是为了放缓人民币兑美元升值的速度,而不是试图逆转人民币升值趋势。"
"今年人民币走强,得益于中国庞大的贸易顺差,以及企业将贸易顺差所得外汇收入兑换成人民币的规模上升。"
"我们维持美元/人民币(USD/CNY)预测不变,预计到 2026 年底为 6.65,到 2027 年第三季度为 6.50。"
(本文由人工智能工具协助生成,并经编辑审核。了解更多。)
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