本周热点前瞻2026-02-02

Report Summary 1. Report Industry Investment Rating - Not provided in the content. 2. Core Viewpoints - The report provides a weekly hot - spot preview, listing important economic data releases and central bank decisions in the week of February 2 - 7, 2026, and analyzing their potential impacts on different futures markets [2][3]. 3. Summary by Relevant Catalogs This week's key concerns - On February 2 at 09:45, Markit will release China's January SPGI manufacturing PMI; at 23:00, the US ISM will release the US January ISM manufacturing PMI [2]. - On February 4 at 21:15, the US ADP will release January ADP employment change [2]. - On February 5 at 20:00, the Bank of England will announce the interest rate decision, meeting minutes and monetary policy report; at 21:15, the European Central Bank will announce the interest rate decision [2]. - On February 6 at 21:30, the US Bureau of Labor Statistics will release the January non - farm payroll report [2]. - On February 7, the People's Bank of China will announce China's January foreign exchange reserves and gold reserves [2]. This week's hot - spot preview February 2 - China's January SPGI manufacturing PMI is expected to be 50.3 (previous value 50.1). A slight increase may help industrial and stock index futures rise and suppress treasury bond futures [3]. - The US January ISM manufacturing PMI is expected to be 48.3 (previous value 47.9). A slight increase may help non - ferrous metals, crude oil and related futures rise and suppress precious metal futures [4]. February 3 - The Reserve Bank of Australia will announce the interest rate decision and monetary policy statement at 11:30, and its governor will hold a press conference at 12:30. The Australian cash rate is expected to be raised by 25 basis points to 3.85% [5]. - The EU Statistics Bureau will release the euro - area January CPI preliminary value at 18:00. The expected euro - area January harmonized CPI annual rate - unadjusted preliminary value is 1.7% (previous value 1.9%), and the core harmonized CPI annual rate - unadjusted preliminary value is expected to be 2.3% (same as previous value) [6]. - The Federal Reserve will release the US December 2025 industrial output monthly rate at 22:00, with a previous monthly rate of 2.7% [8]. February 4 - The National Bureau of Statistics will release the prices of important production materials in the circulation field in late January at 9:30, covering 9 categories and 50 products [9]. - Markit will release China's January SPGI services PMI (expected 51.5, previous value 52.0) and SPGI composite PMI (expected 51.2, previous value 51.3) at 09:45. A slight decrease may suppress stock index and commodity futures and help treasury bond futures [10]. - The US ADP will release January ADP employment change at 21:15. The expected new employment is 45,000 (previous value 41,000). A slight increase may help non - ferrous metals, crude oil and related commodity futures rise and suppress precious metal futures [11]. - The US ISM will release the US January ISM non - manufacturing PMI at 23:00. The expected value is 53.3 (previous value 54.4). A decrease may help precious metal futures rise [12]. - The US EIA will release the EIA crude oil inventory change for the week ending January 30 at 23:30. A continued decline may help crude oil and related commodity futures rise [13]. February 5 - The Bank of England will announce the interest rate decision, meeting minutes and monetary policy report at 20:00, and its governor will hold a press conference at 20:30. The UK central bank base rate is expected to remain at 3.75% [14]. - The European Central Bank will announce the interest rate decision at 21:15, and its governor will hold a press conference at 21:45. The euro - area main refinancing rate, deposit facility rate and marginal lending rate are expected to remain at 2.15%, 2% and 2.4% respectively [15]. - The US Department of Labor will release the initial jobless claims for the week ending January 31 at 21:30. The expected value is 212,000 (previous value 209,000). A slight increase may help precious metal futures rise and suppress other industrial futures [16]. February 6 - The US Bureau of Labor Statistics will release the January non - farm payroll report at 21:30. The expected seasonally adjusted new non - farm employment is 70,000 (previous value 50,000), the unemployment rate is 4.4% (same as previous value), and the average hourly wage monthly rate is 0.3% (same as previous value). An increase in new non - farm employment may suppress precious metal futures and help other industrial futures [17][18]. - The University of Michigan will release the preliminary value of the US February consumer confidence index at 23:00. The expected value is 55 (previous value 56.4). A decrease may suppress non - ferrous metals, crude oil and related commodity futures and help precious metal futures [19]. February 7 - The People's Bank of China will announce China's January foreign exchange reserves and gold reserves. The December 2025 foreign exchange reserves were $3,357.87 billion, and the gold reserves were 74.15 million ounces [20].