【禁聞】千噸黃金成謎 誰在中國大媽背後?

【新唐人2014年02月22日訊】據「世界黃金協會」數據顯示,中國黃金需求的飆升,使得中國取代印度,成為了全球最大黃金消費國。瘋狂掃金的「中國大媽」也一度震撼華爾街大鱷,成為國際市場關注焦點。但與此同時,有大量數據披露,中共央行正藏在「中國大媽」身後,大肆秘密儲備黃金。分析人士認為,中共正在為已經到來的金融危機兜底。請看本臺記者張天宇的分析報導。

世界黃金協會日前發佈「2013年黃金需求報告」,報告指出,雖然去年金價暴跌28%,全球黃金總體需求較2012年下降了15%,但中國的黃金消費需求卻增長了32%,創下記錄,達到1,066噸,一舉超過印度的975噸,成為全球最大的黃金購買國,佔到全球黃金購買量的約三分之一。

美國《華爾街日報》評論說:黃金的劇烈波動讓投資者望而卻步。但在中國黃金買家依舊勇往直前。

尤其是去年4月,黃金價格暴跌15%的時候,中國大媽瘋狂掃金震驚世界。但分析普遍認為,「中國大媽」不顧未來黃金價格繼續下跌的巨大風險,義無反顧的購買黃金,這種看似瘋狂行為的背後,折射出的是中國百姓的投資焦慮。

貴金屬投資平臺《銀天下》黃金分析師陳遠繁:「因為像房地產基本上,一是資金量要求非常的龐大。第二點它的週期性也是非常的長。第三點,國家的一個宏觀調控,這個房價也是呈現泡沫經濟。」

《華爾街日報》指出,中國經濟放緩出現房地產泡沫的可能性,以及脆弱的金融系統等方面的擔憂,推動了黃金買盤熱情,尤其是在中國黃金散戶投資者,沒有太多其它有吸引力的投資選擇的情況下。

大陸金融分析師任中道:「中國有句老話,叫做盛世古董,亂世黃金,可見黃金唯有的這種貴重金屬避險屬性,在幾千年來不斷的得到應證,無論是戰爭還是發生甚麼樣經濟上的困境,黃金都可以作為相應的貨幣,它就體現出它的貨幣價值。因為中國現在經濟很不好,所以老百姓都希望去儲備一些黃金,以便如果出現問題,可以拿出來進行變現,變成現金。」

而國際投資界則廣泛流傳﹕中共央行正在悄悄的增加黃金儲備。

任中道:「根據中國前一段時間公布數據來看,中國現在從進口量到產量都是世界第一。同時對比世界各個國家出口黃金的數據來看,這就發現了一個問題——中國大媽沒有能力能買下這麼多的黃金。基本上最簡單的算法,現在差不多有500噸以上黃金不知道哪裏去了,其實只有中共央行才會有這麼大的力量。」

大陸最大的黃金進口來源地—香港統計處,1月27號公布的最新數據顯示,中國大陸2013年的黃金淨進口量達到1,108噸,較2012年增長了33%,創歷史新高。

美國《彭博社》也分析說,去年美國、英國、瑞士等國出口的大量黃金,極有可能流向了中國。

《韓國聯合通訊社》去年12月11號報導,幾個月內,朝鮮向中國出口了大量黃金。

僅從以上進口數據可以看出,去年中國進口的黃金數量,遠遠超過中國黃金的消費量。這還沒有算上中國連續七年世界第一的黃金產量。

根據《彭博》截至去年11月的數據顯示,進入2010年後,中國黃金產量逐年顯著增加。卻從未流出國外。

那麼,中共當局儲備如此多的黃金做甚麼?

任中道:「因為經濟不斷的出現問題,雖然中國有大量的外匯儲備,但是由於人民幣外升內貶,它也在不斷的貶值。黃金還是被看好的,所以為了應對危機的到來,央行還是在不斷的、秘密的儲備,因為它不敢公開。如果經濟真的發生了崩潰,那最後還是以黃金這種避險的方式,它拿到國際上還是可以支撐一段時間的。」

雖然中國央行過去近五年來所公布的官方黃金儲備,一直停留在2009年公布的1054噸,但國際市場預測,央行的實際黃金儲備最少已經達到5000噸。

採訪編輯/張天宇 後製/ 李勇

Who is behind Chinese Aunty for buying Gold?

According to the World Gold Council, due to soaring demand,
China replaces India to become the largest gold consumption market in the world.
Chinese Aunty once shocked the tycoons of Wall Street by their crazy behavior in the purchasing of gold, which also once became the focus of the international market.

Meanwhile, more information reveals that the Central Bank of the Chinese Communist Party (CCP) is hiding behind the Chinese Aunty and secretly purchasing gold for reservation. Analysts say, the CCP is preparing for an impending major financial crisis.Let’s watch the reports from our correspondent Mr Zhang Tianyu.

According to the report, although the gold price dramatically dropped 28% and
the overall global gold demand in 2013 was 15% lower than in 2012, Chinese investment in gold was up 38% to 1,066 tons, more than the 975 tons of India.

China has become the largest gold consumption market in the world and accounts for one third of the global market.

The Wall Street Journal reviewed the result:
Dramatically fluctuating gold price scared the investors off.
However, in China, the buyers still keep buying in.

Especially, in April of last year, when gold price dramatically reduced 15%, Chinese Aunty crazily bought in gold.This shocked the world.

But the analysts generally say,such a seeming crazy shopping behavior
that Chinese Aunty kept buying in gold without considering the huge risks
of ongoing dropping gold price in the future,actually releases the investment anxiety of ordinary Chinese people.

Precious metal investment platform “Silver World" gold analyst Cheng Yuanfan emphasizes

the investment circumstance in China:"To invest the property market needs a very large amount of money and a long time cycle and faces a macroeconomic intervention, which caused serious bubbles in the property price".

Wall Street Journal points out,the possibility of Chinese economy slowing down produces property bubbles, and the concerns of vulnerable financial system, pushed the enthusiasm of buying in gold, especially considering the limited attractive investment options for gold retail investors in the China market.

Mainland financial analyst Ren Zhongdao: “A Chinese old proverb says, antique is valuable in a time of national peace and order, whereas gold is valuable
in a time of national chaos. The rare nature of avoiding risk with gold has been verified during the past several thousand years. Whatever wars or plight of economy the country encounters,gold can play its monetary role and reflect its value. Because the Chinese economic situation is very bad, the ordinary people hope to reserve some gold for converting into cash in case of the worst situation."

A saying is widely spread among international investment community:
the Central Bank of the CCP is silently increasing gold reserves.

Ren Zhongdao: “According to the published data during prior periods, China has the largest gold export and import in the world.If we compare the exported gold of all countries,then we can spot an issue-Chinese Aunty has no ability to buy so much gold. By the simplest way,we can find more than 500 tons of gold is lost.Actually, only the Central Bank of the CCP has such a big power."

The largest import source of China is Hong Kong. Hong Kong Statistics Bureau issued latest data on January 27, which shows the net imported gold of Mainland China reached a record of 1,108 tons with a growth rate of 33%.

American Bloomberg News says, a large amount of gold exported from the US, UK, Switzerland etc, probably flows into China.

Yonhap News Agency reported on December 11 of last year, during a couple of months, North Korea exported a considerable amount of gold to China.

From the above analysis, last year the gold imported into China was far more than the gold consumed in China. This excludes the gold produced in China,
which has been number one in the world during the past seven years.

According to the Bloomberg News, till last November, China’s gold production had increased year by year since 2010, but the produced gold has never flown out to overseas.

So, what is such a large amount of gold reserved for by the CCP Authorities?

Ren Zhongdao: “because economic issues continue to emerge, RMB has continually depreciated despite a large amount of foreign currency at hand.Gold is still regarded as a promising alternative monetary. So in order to cope with the upcoming crisis, the Central Bank of the CCP is still continually
and confidentially reserving it without disclosing the information.
If China’s economy really collapses, then by using the reserved gold in the world, the CCP Authorities can sustain a longer period."

Although the China Central Bank published the official gold reserve standing at 1,054 tons in 2009 during the past five years, the international market estimates the actual gold reserve at minimum reached 5,000 tons.

Interview & Edit/Zhang Tianyu Post-Production/LiYong

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