28 November 2013 - 全球实物金需求仍维持强势

Posted: 28 Nov 2013 03:11 AM PST

From:http://gold.hexun.com/2013-11-28/160101515.html

　第1财金专讯因经济数据低于预期，纽约金价26日微涨。纽约商品交易所黄金期货市场交投最活跃的2013年12月黄金期价26日收于每盎司1241.4美元，比前一交易日上涨0.2美元，涨幅为0.02%。

　　在美联储于11月20日公布10月货币政策会议纪要后，一份来自知名媒体的最新调查显示，因美联储暗示可能在未来数月内开始削减购债规模，国际投行机构分析师们对于黄金的看空情绪到达今年6月份以来的高点。

　　在这份调查中，有19位分析师预计11月25日-11月29日当周国际金价将会下跌，9位分析师表示看多，另有3人持中性看法。这也是自今年6月21日以来，看空情绪最为浓厚的调查结果。VTB Capital的分析师AndreyKryuchenkov表示："随着美国经济的复苏，避险资产将变得失去其意义。"

　　此外，据世界黄金协会（WGC）最新公布的数据显示，三季度全球金条、金币以及黄金珠宝首饰的需求触及历史纪录。

　　从官方储备来看，近十年来全球央行都在持续增持黄金，俄罗斯央行作为全球其中的主力军，旗下已拥有超过4亿盎司的官方黄金储备，位居全球第二位。总之，在当前的金价水平下，全球实物金需求将维持相对较强的趋势，进一步为金价构筑底部。（中证）

Source:http://gold.hexun.com/2013-11-28/160101515.html

28 November 2013 - China stocks up gold to meet seasonal demand

Posted: 28 Nov 2013 03:02 AM PST

From:http://www.scmp.com/business/commodities/article/1367306/china-stocks-gold-meet-seasonal-demand?

Gold shipments to the mainland from Hong Kong rose last month as jewellers and retailers bought the metal to build up inventories before a peak-demand season at the end of the year.

Net imports, after deducting flows from the mainland into Hong Kong, were 129.9 tonnes, compared with 109.4 tonnes in September, according to calculations based on data from the Hong Kong Census and Statistics Department.

The amount in the first 10 months more than doubled to 955.9 tonnes from a year earlier, the data shows.

Mainland China is on course to overtake India as the world's biggest bullion consumer, with demand forecast to reach 1,000 tonnes this year, according to the World Gold Council.

Gold rose 5.5 per cent from a 34-month low in June as price drops spurred demand for jewellery, coins and bars in Asia, even as other investors cut holdings in exchange-traded products.

"There's preparation for demand that always ramps up in the fourth quarter," said Wang Xinyou, the head of the precious metals division at Agricultural Bank of China in Beijing.

Spot gold was at US$1,247 an ounce yesterday afternoon. The metal has lost 26 per cent this year, tumbling to $1,180.50 on June 28, the lowest level since July 2010. Holdings in exchange-traded products slumped 30 per cent this year on prospects for a global economic recovery.

Mainland China's demand for jewellery, bars and coins rose 30 per cent to 996.3 tonnes in the year to September, while usage in India gained 24 per cent to 977.6 tonnes, according to the gold council.

Consumption that may ease 2.4 per cent next year from a record 1,000 tonnes this year, according to a survey, still points to purchases greater than any other nation and more than the United States, Europe and the Middle East combined.

Mainland Chinese bought 147.9 tonnes last month, including scrap, compared with 116.3 tonnes in September, data from the Hong Kong government showed. The purchases were three times higher than the 47.5 tonnes a year earlier.

The mainland does not publish such data.

Exports to Hong Kong from the mainland were 18 tonnes last month, according to a separate statement from Statistics Department. That compares with 6.9 tonnes in September and 23.6 tonnes in October last year.

Bullion of 99.99 per cent purity on the Shanghai Gold Exchange fell for a second month, by 1.2 per cent.

Source:http://www.scmp.com/business/commodities/article/1367306/china-stocks-gold-meet-seasonal-demand?