需求不足致内地黄金进口连续下滑
关键词：全球实物黄金需求下降
中国市场的黄金需求已经很难回到去年的水平，黄金实物需求的大幅下滑导致黄金进口量连续下降，且黄金需求以及进口预期可能继续萎缩。
中国香港特区政府统计处周一公布的数据显示，中国内地7月自香港黄金净进口量21.1吨，跌至2011年6月来最低水平，今年6月份则为36.4吨，去年7月为113.2吨。内地7月对香港黄金出口由6月份的19.7吨跌至17.9吨。
世界黄金协会（WGC）指出，7月的进口数据进一步表明内地黄金需求缓解，且内地今年以来加大了反腐力度，抑制了奢侈品的需求。
中国和印度的黄金需求下滑最为明显。中国二季度黄金消费需求同比下降52%至192.5吨。印度第二季度黄金需求年率下降39%至204.1吨。中国和印度今年全年黄金需求预计低于去年。世界黄金协会在二季度的需求报告中下调印度今年黄金需求预估至850~950吨，此前预估为900~1000吨；下调中国今年黄金需求预估至900~1000吨，此前预估为1000~1100吨。
国际货币基金组织(IMF)最新发布的数据显示，俄罗斯7月增持黄金10.6吨，为连续第四个月增加；至7月底，俄罗斯总共持有黄金1105吨。俄罗斯已经是第五大黄金持有国，排在美国、德国、意大利和法国之后。但不可忽视的是，央行的购金需求仅占全球需求量的不足10%，导致即使央行大规模购进黄金，黄金市场依然难以出现多头趋势，资金不易大规模流入黄金市场。
美国商品期货期权交易委员会（CFTC）数据显示，截至8月19日，CFTC黄金期货非商业多头头寸规模大幅减少7479手，周减幅达4%。而CFTC黄金期货非商业空头头寸规模明显增加2226手，周增幅达5%。国际黄金期货市场中多、空头寸规模的此消彼长使黄金期货净多头寸减少9705手，周减幅达6.5%。
本文来源： 大田环球贵金属
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