1 110 90 70 50 30 10 -10 2020/1/5 2020/3/5 2020/5/5 (https://trends.google.com), 2020/7/5 2020/9/5 2020/11/5 2021/1/5 2021/3/5 2021/5/5 2021/7/5 2021/9/5 2021/11/5 2022/1/5 2022/3/5 2022/5/5 2022/7/5 2022/9/5 2022/11/5 2023/1/5 2023/3/5 2023/5/5 2023/7/5 6000 5000 4000 3000 2000 1000 0 20092010201120122013201420152016201720182019202020212022 Wind 75.00 70.00 65.00 60.00 55.00 1999-03 已分配外汇储备份额:全球:美元(%) 2000-03 Wind 2001-03 2002-03 2003-03 2004-03 2005-03 2006-03 2007-03 2008-03 2009-03 2010-03 2011-03 已分配外汇储备份额:全球:欧元(%)(右轴) 2012-03 2013-03 2014-03 2015-03 2016-03 2017-03 2018-03 2019-03 2020-03 2021-03 2022-03 29.00 27.00 25.00 23.00 21.00 19.00 17.00 15.00 2023-03 20.00% 15.00% 10.00% 5.00% 0.00% 2002 Wind 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 18000 16000 14000 12000 10000 8000 6000 4000 2000 0 2005-01 2005-09 Wind 2006-05 2007-01 2007-09 2008-05 2009-01 2009-09 2010-05 2011-01 2011-09 2012-05 2013-01 2013-09 2014-05 2015-01 2015-09 2016-05 2017-01 2017-09 2018-05 2019-01 2019-09 2020-05 2021-01 2021-09 2022-05 2023-01 25000.00 20000.00 15000.00 10000.00 5000.00 0.00 10000.00 9000.00 8000.00 7000.00 6000.00 5000.00 4000.00 3000.00 2000.00 1000.00 2002-12 2003-12 2004-12 2005-12 2006-12 2007-12 2008-12 2009-12 2010-12 2011-12 2012-12 2013-12 2014-12 2015-12 2016-12 2017-12 2018-12 2019-12 2020-12 2021-12 2022-12 0.00 美国:M2(十亿美元)美联储:总资产(右轴)(十亿美元) Wind 2014-2015 30000.00 25000.00 20000.00 15000.00 10000.00 5000.00 1960 1963 1966 1969 1972 1975 1978 1981 1984 1987 1990 1993 1996 1999 2002 2005 2008 2011 2014 2017 2020 0.00 美国GDP(十亿美元)中国GDP(十亿美元)欧元区GDP(十亿美元) 100.0% 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 0.0% 中国GDP占美国GDP比例欧元区GDP占美国GDP比例 106.0000 1.1300 105.0000 1.1200 104.0000 1.1100 103.0000 1.10001.0900 102.0000 1.0800 101.0000 1.0700 100.0000 1.0600 99.0000 1.0500 美元指数欧元兑美元 Wind 90.00 85.00 80.00 75.00 70.00 65.00 60.00 55.00 50.00 2021-01 2021-03 2021-05 2021-07 2021-09 2021-11 2022-01 2022-03 2022-05 2022-07 2022-09 2022-11 2023-01 2023-03 2023-05 2023-07 45.00 Wind 17.00 15.00 13.00 11.00 9.00 7.00 5.00 64.00 63.00 62.00 61.00 60.00 59.00 3.00 2019-062020-062021-062022-062023-06 美国:失业率:季调(%)美国:劳动力参与率:季调(%,右轴) 58.00 Wind IMF20237 60.00 55.00 50.00 45.00 40.00 2022-01 Wind 2022-02 欧元区:制造业PMI 2022-03 2022-04 2022-05 2022-06 2022-07 2022-08 欧元区:综合PMI 2022-09 2022-10 2022-11 2022-12 2023-01 欧元区:服务业PMI 2023-02 2023-03 2023-04 2023-05 2023-06 2023-07 2023-08 35000 30000 25000 20000 15000 10000 5000 0 9,000.00 8,000.00 7,000.00 6,000.00 5,000.00 4,000.00 3,000.00 2,000.00 1,000.00 0.00 2000-03 2001-02 Wind 2002-01 2002-12 2003-11 2004-10 2005-09 2006-08 2007-07 2008-06 2009-05 2010-04 2011-03 2012-02 2013-01 2013-12 2014-11 2015-10 2016-09 2017-08 2018-07 2019-06 2020-05 2021-04 2022-03 2023-02 1980 1982 Wind 1984 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 50.00 45.00 40.00 35.00 30.00 25.00 20.00 15.00 10.00 5.00 0.00 2017-032018-032019-032020-032021-032022-032023-03 9.00 8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 0.00 美元欧元英镑(右轴)日元(右轴)人民币(右轴) Wind Wind 3.00 2.80 2.60 2.40 2.20 2.00 1.80 1.60 1.40 1.20 1.00 2016-12 2017-03 2017-06 Wind 2017-09 2017-12 2018-03 2018-06 2018-09 2018-12 2019-03 2019-06 2019-09 2019-12 2020-03 2020-06 2020-09 2020-12 2021-03 2021-06 2021-09 2021-12 2022-03 2022-06 2022-09 2022-12 2023-03 40000.00 35000.00 30000.00 25000.00 20000.00 15000.00 10000.00 5000.00 0.00 2008-12 2009-07 Wind Wind 2010-02 2010-09 2011-04 2011-11 2012-06 2013-01 2013-08 2014-03 2014-10 2015-05 2015-12 2016-07 2017-02 2017-09 2018-04 2018-11 2019-06 2020-01 2020-08 2021-03 2021-10 2022-05 2022-12 2023-07 90,000.00 80,000.00 70,000.00 60,000.00 50,000.00 40,000.00 30,000.00 20,000.00 10,000.00 0.00 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 2010-01 2010-08 2011-03 2011-10 2012-05 2012-12 2013-07 2014-02 2014-09 2015-04 2015-11 2016-06 2017-01 2017-08 2018-03 2018-10 2019-05 2019-12 2020-07 2021-02 2021-09 2022-04 2022-11 2023-06 0.0% 跨境交易收付总额(亿元)人民币占比(右轴)美元占比(右轴) Wind, Wind, 5.38% 3.78% 2.72% 2.46% 1.86% 1.84% 1.40% 1.33% 0.96% 0.79% 0.70% 0.45% 0.38% 0.34% 香港英国新加坡美国俄罗斯台湾法国韩国 澳大利亚 澳门日本德国荷兰比利时加拿大 73.67% SWIFT20237