俄罗斯央行储备从之前的7295亿美元增至7424亿美元。俄罗斯央行储备从之前的7295亿美元增至7424亿美元

Russia Central Bank Reserves $ rose from previous $729.5B to $742.4B.Russia Central Bank Reserves $ rose from previous $729.5B to $742.4B

俄罗斯卢布兑美元汇率为81.3，自第二季度达到两年高点以来保持稳定，因为严格的资本管制和高利率抵消了新制裁的影响和俄罗斯经济增长的严峻前景。美国制裁了卢克石油公司和俄罗斯石油公司，对印度的能源出口前景造成了压力，自2022年入侵乌克兰以来，印度一直是俄罗斯石油的主要消费者之一。此外，欧盟宣布将于2027年避开俄罗斯液化天然气。尽管如此，由于克里姆林宫要求出口导向型公司出售40%的外汇收入，对货币的影响不大。此外，俄罗斯央行的降息幅度低于预期，并表示尽管对经济增长的担忧日益加剧，但将采取政策遏制通胀压力。西方制裁的长期影响、优先考虑对乌克兰战争的政府支出以及高借贷成本促使国际货币基金组织预测，俄罗斯今年的国内生产总值仅增长0.6%。

The Russian ruble was at 81.3 per USD, remaining stable since reaching two-year highs in the second quarter as strict capital controls and high interest rates offset the impact of fresh sanctions and a grim outlook on Russian growth. The US sanctioned Lukoil and Rosneft, pressuring the outlook of energy exports to India, which have been among the main consumers of Russian oil since the invasion of Ukraine in 2022. Also, the EU announced it would shun Russian LNG on 2027. Still, the impact on the currency was muted as the Kremlin's mandates export-oriented companies to sell 40% of their foreign exchange revenue. Additionally, the Bank of Russia delivered a softer-than-expected cut and signaled that policy would be set to curb inflationary pressures despite mounting growth concerns. The prolonged effect of Western sanctions, government spending that prioritizes the war against Ukraine, and high borrowing costs drove the IMF to forecast that Russia's GDP will only grow 0.6% this year.

周四，MOEX俄罗斯指数跌至2650点，接近10月14日以来的年初低点2540点，因为对俄罗斯的额外制裁对主要能源公司的前景和莫斯科的财政稳定造成了压力。俄罗斯石油公司下跌5%，至两年低点，卢克石油公司下跌4%，此前美国制裁了这两家石油巨头，这两家公司加起来占俄罗斯石油出口的一半，占联邦政府预算收入的很大一部分。印度炼油厂指出，制裁和美国政府的额外压力可能会停止信实和国家加工商的石油订单，从而放大这些措施的影响。与此同时，由于欧盟将于2027年禁止成员国购买俄罗斯液化天然气，诺瓦泰克公司下跌3.5%，俄罗斯天然气工业股份公司下跌2%。自8月以来，俄罗斯股市大幅下跌，因为通货膨胀加剧、俄罗斯央行的高利率以及国防以外的公共支出减少削弱了国内经济活动。

The MOEX Russia Index sank to the 2,650 mark on Thursday, close to the year-to-date low of 2,540 from on October 14th as additional sanctions against Russia pressed the outlook for major energy companies and Moscow's fiscal stability. Rosneft sank 5% to a two-year low and Lukoil dropped 4% after the US sanctioned both oil giants, which together account for half of Russian oil exports and a large portion of the federal government's budget revenue. Indian refineries noted that the sanctions and additional pressure from the US government are likely to halt oil orders from Reliance and state processors, magnifying the impact of the measures. In the meantime, Novatek dropped 3.5% and Gazprom lost 2% as the EU was set to prohibit members from buying Russian LNG as of 2027. Russian stocks had declined sharply since August as higher inflation, high interest rates by the CBR, and a lower public spending outside of defense dented domestic economic activity.

2025年9月，俄罗斯的生产者价格比上一年下降了0.4%，而前一个月上涨了0.4%。采矿成本继续下降（-13.9%，而9月份为-14%），但电力、天然气和蒸汽成本增加；空调（17.9%对14.9%）；供水；卫生、废物收集和处理、污染控制活动（6.6%对4.7%）和制造业（1.3%对1.9%）帮助缓冲了整体下降。按月计算，9月份生产者价格指数上涨0.5%，较上月1.1%的涨幅有所放缓。

Producer prices in Russia fell by 0.4% from the previous year in September 2025, following a 0.4% increase in the prior month. Costs continued to decline for mining (-13.9% vs -14% in September), but increases in electricity, gas and steam; air conditioning (17.9% vs 14.9%); water supply; sanitation, waste collection and disposal, pollution control activities (6.6% vs 4.7%) and manufacturing (1.3% vs 1.9%) helped cushion the overall drop. On a monthly basis, producer prices rose by 0.5% in September, slowing from a 1.1% increase in the prior month.