下周关注丨1月CPI、PPI数据将公布,这些投资机会最靠谱
Di Yi Cai Jing·2026-02-08 01:32

Group 1: Economic Data Release - The National Bureau of Statistics will release January CPI and PPI data on February 11, with CPI expected to grow by 0.4% year-on-year, influenced by rising pork prices and falling fresh vegetable prices [2] - For PPI, a year-on-year decrease of 1.5% is anticipated, with the factory price index rising by 1.7 percentage points to 50.6% and the main raw material purchase price index increasing by 3 percentage points to 56.1% [2] Group 2: Financial Data Release - Financial data for January, including new loans, M1, M2, and social financing, is expected to be released next week, with new RMB loans projected at 5 trillion yuan, a year-on-year decrease of 130 billion yuan, and a growth rate of 6.2% [3] - Social financing is estimated to increase by 6.9 trillion yuan, down approximately 98 billion yuan year-on-year, with a growth rate of 8.1% [3] - M2 growth is expected to remain steady at 8.5%, while M1 growth is projected to decline to 2.2%, down 1.6 percentage points from the previous month [3] Group 3: Stock Market Developments - The Hang Seng Index Company will announce the results of the fourth quarter index review for 2025 on February 13, 2026, with changes to the constituent stocks effective from March 9, 2026 [4] - A total of 33 restricted stocks will be unlocked next week, with a total market value exceeding 36 billion yuan, peaking on February 9 with 12 companies unlocking a combined value of 30.741 billion yuan [6] - The top three companies by unlock market value are Hunan YN (24.096 billion yuan), Gansu Energy Chemical (4.008 billion yuan), and Mcland (2.744 billion yuan) [6] Group 4: New Stock Opportunities - One new stock, Tongbao Optoelectronics, will be available for subscription on February 9, with an issue price of 16.17 yuan and a total issuance of 1.879 million shares [8][9]

下周关注丨1月CPI、PPI数据将公布,这些投资机会最靠谱 - Reportify