该文被视为观察高层政策意图的窗口，并把「防范风险」置于核心位置，指出在金融体系更复杂、风险更互联的背景下，风险防控成为「永恒主题」。Xi Jinping同时要求金融回归本源、提升竞争力以更好服务实体经济与多样化金融需求，并警告若金融沉迷于自我循环与自我扩张，将走向危机。他也强调需要强有力的中央银行以防系统性风险，以及具高营运效率与强抗风险能力的金融机构。Australia & New Zealand Banking Group的策略师Xing Zhaopeng认为，从多方资讯看高层正准备推进更多金融改革，且在金融机构普遍认为美元走弱之际，政策端或判断当下是较佳窗口。
在具体动作与数据上，中国近期接受外资参与境内回购（repo）交易的国际标准，以提升人民币在全球金融活动中的可用性。官方数据显示，1月人民币对外币交易量升至自2024年8月以来最高；周一境内人民币对美元小幅上涨0.1%，年初至今涨幅达0.5%。市场叙事将其与美元疲弱、以及对人民币「深度低估」的押注相连；此前因美国对Greenland的威胁与Donald Trump被认为支持美元走弱，引发抛售美元的讨论，但之后在Kevin Warsh被提名为联准会主席的消息与贵金属回落后，美元出现反弹。美国财政部在上周的报告中称人民币「大幅低估」，并呼吁中国让汇率及时且有序走强。更长期而言，Xi Jinping自2023年政策会议提出打造金融强国目标后，People’s Bank of China已调整政策框架以更现代化；ING的Lynn Song认为，美国似乎主动退让其全球领导角色的「独特窗口」仍在，人民币使用空间依然可观。
In a report dated February 2, 2026 at 12:28 PM (GMT+8), the party journal Qiushi revived Xi Jinping’s earlier remarks on financial risk control and a “powerful currency,” and the republication is being read as a signal of faster yuan internationalization. Framing the question “what makes a strong financial nation,” Xi Jinping said the first requirement is a powerful currency that is widely used in international trade, investment, and foreign-exchange markets and that holds global reserve-currency status. The signal lands as the dollar’s safe-haven appeal is pressured by Donald Trump’s sporadic tariff policies, geopolitical risk, and market swings, lifting expectations for a stronger policy push behind broader yuan usage.
The Qiushi excerpt, often treated as a window into top-level policy intent, keeps “risk prevention” at the center and argues that, as China’s financial system becomes more complex and interlinked, preventing risk is an “eternal theme.” Xi Jinping also said finance should return to its core functions, raise competitiveness, and better serve the real economy and diverse financial needs, warning that self-circulation and self-expansion can end in crisis. He stressed the need for a strong central bank to prevent systemic risk and for financial institutions with high operating efficiency and strong risk resistance. ANZ strategist Xing Zhaopeng said the leadership appears to be preparing more financial reforms, and policymakers may see the current moment as favorable because many institutions share a view that the dollar is weakening.
Policy steps and market data add detail to the shift: China has recently accepted international standards for foreign trading in onshore repurchase agreements to support broader yuan participation. Official figures show January yuan trading volumes against foreign currencies reached their highest level since August 2024; on Monday, the onshore yuan rose 0.1% versus the dollar, taking its year-to-date gain to 0.5%. The move has been tied to dollar weakness and bets that the yuan is deeply undervalued; dollar selling picked up after US threats against Greenland and debate that Donald Trump favored a weaker currency, before a rebound followed news of Kevin Warsh’s nomination as Federal Reserve chair and a pullback in precious metals. The US Treasury, in a report last week, called the yuan “substantially undervalued” and urged China to allow a timely and orderly strengthening. More broadly, after Xi Jinping set a goal in 2023 to build China into a financial powerhouse, the People’s Bank of China has overhauled its framework toward a more modern central bank, and ING’s Lynn Song argued a “unique window” remains in which the yuan still has significant room to grow.