2024 年第二季度黄金需求创历史新高

世界黄金协会于 7 月 30 日发布的最新报告强调了 2024 年第二季度的趋势，显示第二季度黄金需求达到 2000 年有记录以来的最高水平。

The World Gold Council (WGC) has released its Q2 2024 report, showcasing the highest second-quarter gold demand since records began in 2000.

世界黄金协会 (WGC) 发布了 2024 年第二季度报告，显示第二季度黄金需求达到 2000 年有记录以来的最高水平。

According to the report, gold demand excluding over-the-counter (OTC) decreased by 6% year-on-year to 929 tonnes, as a substantial decline in jewelry consumption outweighed gains in other sectors. However, adding OTC investment to total gold demand resulted in a 4% year-on-year increase, reaching 1,258 tonnes — the highest Q2 demand in the council's data series.

报告称，不包括场外交易（OTC）的黄金需求同比下降6%至929吨，原因是珠宝消费的大幅下降超过了其他行业的增长。然而，将场外投资纳入黄金总需求后，黄金需求同比增长 4%，达到 1,258 吨，这是该委员会数据系列中第二季度的最高需求。

The report highlights a 6% increase in central bank net gold buying year-on-year, reaching 184 tonnes, driven by the need for portfolio protection and diversification.

报告强调，受投资组合保护和多元化需求的推动，央行净黄金购买量同比增长 6%，达到 184 吨。

Jewelry demand fell by 19% year-on-year to a four-year low of 391 tonnes, largely due to record-high gold prices, which averaged $2,338 per ounce in Q2 and peaked at $2,427 per ounce in May.

金饰需求同比下降 19%，至 391 吨，创四年新低，这主要是由于金价创历史新高，第二季度平均价格为 2,338 美元/盎司，5 月份最高为 2,427 美元/盎司。

Total gold supply grew by 4% year-on-year to 1,258 tonnes. Mine production of 929 tonnes was a record for a second quarter. Recycling supply was the highest for a second quarter since 2012, responding to the rising gold price.

黄金总供应量同比增长4%至1,258吨。第二季度矿山产量达到 929 吨，创历史新高。由于金价上涨，第二季度回收供应量创 2012 年以来最高水平。

The report also notes a 7-tonne decline in global gold exchange-traded fund (ETF) holdings in Q2 and a 5% decrease in retail bar and coin investment to 261 tonnes, primarily due to weak demand from Western markets.

报告还指出，第二季度全球黄金交易所交易基金 (ETF) 持有量下降 7 吨，零售金条和金币投资下降 5%，至 261 吨，这主要是由于西方市场需求疲软。

Gold used in technology jumped 11% year-on-year, as the artificial intelligence (AI) trend continued to drive demand in the sector.

随着人工智能 (AI) 趋势继续推动该行业的需求，科技领域使用的黄金同比增长 11%。