2009年3月份以来海外热钱进入中国情况
(2010-03-10 09:13:47)
标签:
经济财经海外热钱差额中国股票 |
分类: 中国金融安全 |
2009年3月份以来海外热钱进入中国情况
我们的分析结论是,2009年3月份以来,海外热钱流入中国超过2000亿美元,其中估计有超过一半流入北京上海深圳广州等地高端楼盘。2009年12月份开始,海外热钱有流出迹象。
一旦人民币重启升值历程,海外热钱将会再度回流。
具体数据如下表:
月份 |
出口 |
进口 |
|
|
|
|
|
|
|
|
|
金额 |
同比(%) |
金额 |
进出口差额 |
进出口差额同比变化 |
吸引外资 |
同比增长率 |
外汇正常增加 |
各月外汇储备增加额 |
热钱? |
|
|
2007.01 |
|
|
|
|
|
51.75 |
13.86 |
|
|
|
|
2007.02 |
|
|
|
|
|
45.34 |
12.12 |
|
|
|
|
2007.03 |
|
|
|
|
|
61.84 |
9.32 |
|
|
|
|
2007.04 |
|
|
|
|
|
44.66 |
5.49 |
|
|
|
|
2007.05 |
|
|
|
|
|
48.99 |
8.65 |
|
|
|
|
2007.06 |
|
|
|
|
|
66.3 |
21.91 |
|
|
|
|
2007.07 |
|
|
|
|
|
50.42 |
17.84 |
|
|
|
|
2007.08 |
|
|
|
|
|
50.18 |
11.87 |
|
|
|
|
2007.09 |
|
|
|
|
|
52.7 |
-2.36 |
|
|
|
|
2007.10月 |
|
|
|
|
67.76 |
13.18 |
|
|
|
|
|
2007.11 |
|
|
|
|
|
76.79 |
35.04 |
|
|
|
|
2007.12 |
|
|
|
|
|
209.84 |
38.01 |
|
|
|
|
2008.01 |
1095.8 |
|
902.2 |
193.6 |
|
112 |
109.78 |
305.6 |
|
|
|
2008.02 |
873 |
|
790.3 |
82.7 |
|
69.28 |
38.31 |
151.98 |
573.24 |
421.26 |
|
2008.03 |
1089 |
|
957.4 |
131.6 |
|
92.86 |
39.6 |
224.46 |
350.43 |
125.97 |
|
2008.04 |
1187.2 |
|
1023.4 |
163.8 |
|
76.03 |
70.24 |
239.83 |
744.78 |
504.95 |
|
2008.05 |
1205.3 |
|
1006.9 |
198.4 |
|
77.61 |
37.94 |
276.01 |
403.06 |
127.05 |
|
2008.06 |
1211.4 |
|
1004.4 |
207 |
|
96.1 |
44.95 |
303.1 |
118.67 |
-184.43 |
|
2008.07 |
1366.1 |
|
1114.5 |
251.6 |
|
83.36 |
65.33 |
334.96 |
363.36 |
28.4 |
|
2008.08 |
1348.5 |
|
1060.9 |
287.6 |
|
70.08 |
20.38 |
357.68 |
389.89 |
32.21 |
|
2008.09 |
1364.3 |
|
1070.7 |
293.6 |
|
66.42 |
26.03 |
360.02 |
214.32 |
-145.7 |
|
2008.10月 |
1283.27 |
|
930.88 |
352.39 |
|
67.22 |
-0.8 |
419.61 |
-258.97 |
-678.58 |
|
2008.11 |
1149.87 |
|
748.97 |
400.9 |
|
53.22 |
-36.52 |
454.12 |
50.29 |
-403.83 |
|
2008.12 |
1111.6 |
|
721.8 |
389.8 |
|
59.78 |
-5.73 |
449.58 |
613.13 |
163.55 |
|
2009.1 |
904.54 |
|
513.44 |
391.1 |
102.01% |
75.41 |
-32.67 |
466.51 |
-325.74 |
-792.25 |
|
2009.2 |
648.9 |
|
600.5 |
48.4 |
-41.48% |
58.33 |
-15.81 |
106.73 |
-13.9 |
-120.63 |
|
2009.3 |
902.91 |
|
717.29 |
185.62 |
41.05% |
84.03 |
-9.5 |
269.65 |
416.75 |
147.1 |
|
2009.4 |
919.3 |
|
788.6 |
130.7 |
-20.21% |
58.92 |
-22.51 |
189.62 |
551.39 |
361.77 |
|
2009.5 |
887.6 |
|
753.7 |
133.9 |
-32.51% |
63.79 |
-17.81 |
197.69 |
806.11 |
608.42 |
|
2009.6 |
954.1 |
|
871.6 |
82.5 |
-60.14% |
89.61 |
-6.76 |
172.11 |
421.15 |
249.04 |
|
2009.7 |
1054.2 |
|
947.91 |
106.29 |
-57.75% |
53.59 |
-35.71 |
159.88 |
430.12 |
270.24 |
|
2009.8 |
1037 |
|
880 |
157 |
-45.41% |
74.99 |
7 |
231.99 |
362.09 |
130.1 |
|
2009.9 |
1159.38 |
|
1030.06 |
129.32 |
-55.95% |
78.99 |
18.93 |
208.31 |
617.68 |
409.37 |
|
2009.10月 |
1107.6 |
|
867.8 |
239.8 |
-31.95% |
71.05 |
5.7 |
310.85 |
556.77 |
245.92 |
|
2009.11 |
1136.5 |
|
945.6 |
190.9 |
-52.38% |
70.23 |
31.97 |
261.13 |
605.16 |
344.03 |
|
2009.12 |
1307.24 |
|
1122.94 |
184.3 |
-52.72% |
121.38 |
103.06 |
305.68 |
103.64 |
-202.04 |
2765.99 |
2010.1 |
1094.8 |
|
953.1 |
141.7 |
-63.77% |
81.29 |
7.79 |
222.99 |
|
|
2563.95 |