央行第二季度黄金采购量增长62%至288.9吨

cryptonews.ruPublished on 2026-07-31Last updated on 2026-07-31

Abstract

在经历了第一季度疲软后，机构投资者于第二季度大幅增加了黄金购买量，达到该时期历史新高。世界黄金协会数据显示，2026年第二季度全球央行黄金需求强势复苏，净购金量达288.9吨，较2025年同期的177.9吨增长62%。这一复苏主要得益于波兰央行和中国人民银行的增持，以及土耳其和俄罗斯央行的销售放缓。第二季度最大的买家是波兰国家银行，增持51吨，以达成其黄金储备增至700吨的目标。中国人民银行则实现了自2023年第四季度以来的最大购金量，使其官方储备达2346吨。报告同时指出，中国可能通过未申报的伦敦进口渠道秘密增持黄金。乌兹别克斯坦、哈萨克斯坦、约旦和捷克等国央行也贡献了当季需求。另一方面，俄罗斯央行成为最大卖家，售出22吨以弥补联邦预算赤字。土耳其的销售速度则有所放缓。尽管第二季度表现强劲，但由于土耳其、俄罗斯和阿塞拜疆的大量销售，上半年央行总购金量降至345吨，为2022年以来最低水平。世界黄金协会调查显示，89%的央行预计未来12个月内将继续增加黄金储备，表明这一增持趋势有望持续。

继第一季度表现疲软之后，机构投资者在第二季度增加了黄金采购量，达到了该时期的历史新高。

世界黄金协会（WGC）指出，2026年第二季度，中央银行的黄金需求急剧反弹，净购买量达到288.9吨，比2025年同期（177.9吨）高出62%。

这也表明，与第一季度修正后数据（当时净积累量下降至57吨）相比，出现了大幅增长。此次复苏主要由两个因素驱动：波兰中央银行和中国人民银行采购量的增加，以及土耳其和俄罗斯销售量的减少。

尽管如此，由于土耳其、俄罗斯和阿塞拜疆的大量出售，中央银行对黄金的总需求下降至2022年以来的最低水平，仅为345吨。

正如预期，第二季度最大的买家是波兰国家银行，该银行设定了将国家储备量增加至700吨的目标。该行购买了51吨，加上第一季度购买的31吨，上半年该机构总计购买了82吨。

中国人民银行也显示出对黄金更高的兴趣，实施了自2023年第四季度以来的最大规模采购，使其官方公布的黄金储备达到2346吨。然而，一些报告指出，中国正通过未经申报的伦敦进口渠道秘密积累黄金，因为该国正在从美元转向黄金。这与世界黄金协会的调查结果一致，该协会发现未申报的黄金购买量有所增加。

乌兹别克斯坦（16吨）、哈萨克斯坦（15吨）、约旦中央银行（6吨）和捷克（6吨）也为第二季度的创纪录需求做出了贡献。

相反，俄罗斯银行录得了第二季度最大的黄金销售量——22吨，据报告称，此举旨在弥补联邦预算赤字。第一季度最大的卖家土耳其则放缓了抛售速度，本季度仅出售了4吨。

根据世界黄金协会《中央银行黄金储备》调查结果，预计黄金采购将在今年年底继续加速：89%的中央银行代表预测，未来12个月内黄金储备将会增加。

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