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英語新聞選譯:消費大國進口激增,銀價上漲相關公司股票勢必受益

作者:讀行品世事

#金價暴漲引關注##銀價漲超20%#

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印度政府和行業官員對路透會表示,印度2月份白銀進口量激增260%,關稅降低鼓勵進口商從阿聯酋大規模購買銀,印度今年的白銀進口量有望增長66%。

英語新聞選譯:消費大國進口激增,銀價上漲相關公司股票勢必受益

印度新娘出嫁娘家都會陪嫁大量金銀首飾

印度是全球最大的白銀消費國,印度需求的上升可能支撐全球白銀價格接近三年來的最高水準。

一名因未得到媒體采訪授權而不願透露姓名的政府官員說,印度2月份進口了創紀錄的2295噸白銀,高于1月份的637噸。

這位官員說,今年2月印度僅從阿聯酋就進口了939噸白銀,因關稅降低,買家趁機大量采購。

根據印度商工部的臨時資料,2024年前兩個月,印度的白銀進口量飙升至2,932噸,而2023年全年隻有3,625噸。

英語新聞選譯:消費大國進口激增,銀價上漲相關公司股票勢必受益

出售金銀飾品的印度商店

孟買一家私人銀行的金銀進口交易商說,2024年前兩個月的進口遠遠超過要求,導緻銀價下跌,迫使銀行在3月份幾乎停止進口。

古吉拉特邦阿姆拉帕利集團的首席執行官希拉格·塔卡爾說,該行業在2023年耗盡庫存後,已經在1月和2月補充了庫存。

塔卡爾說:“印度的進口本質上是周期性的。在一年内,進口可能會非常高,然後在第二年,它們可能會下降。由于2022年創紀錄的采購導緻2023年進口下降,我們預計2024年進口将回升。”

英語新聞選譯:消費大國進口激增,銀價上漲相關公司股票勢必受益

為減少環境污染,印度也制定了支援建設太陽能電站的政策

他說,受制造業和太陽能行業的強勁需求推動,2024年印度的進口量可能從去年的3,625噸增加到6,000噸。

塔卡爾說,人們也購買貴金屬也有投資的目的,他們認為銀行有可能比黃金的回報還高。

India's February silver imports hit record and set to rise 66% this year. By Rajendra Jadhav on Reuters April 8, 2024.

India's silver imports surged by 260% in February to a record high, as lower duties encouraged large purchases from the United Arab Emirates (UAE), government and industry officials told Reuters, adding they were on track to increase by 66% this year.

Higher demand in India, the world's biggest silver consumer, could support global prices trading near their highest in three years.

India imported a record 2,295 metric tons of silver in February, up from 637 tons in January, said a government official, who declined to be named as he was not authorised to talk to the media.

In February, India imported 939 tons from UAE, as traders bought large volumes to benefit from a lower duty, the official said.

The country's silver imports surged to 2,932 tons in the first two months of 2024 compared to 3,625 tons for all of 2023, according to provisional data from the Ministry of Commerce and Industry.

The imports in the first two months of 2024 were much more than required and pushed Indian prices into a discount, forcing banks to nearly stop imports in March, a Mumbai-based dealer with a private bullion importing bank said.

Chirag Thakkar, CEO of Amrapali Group Gujarat, a leading silver importer, said the industry had replenished stocks in January and February after having depleted them in 2023.

"Indian imports are cyclical in nature. In one year, imports may be very high, and then the following year they may fall. Since imports fell in 2023 after record buying in 2022, we can expect imports to pick up in 2024," Thakkar said.

India's imports could rise to 6,000 tons in 2024, from last year's 3,625 tons, driven by robust demand from the fabrication and solar industries, he said.

Thakkar said people were also buying metal for investment purposes, believing it will provide higher returns than gold.

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