中国宏观周报（2026年2月第1周）：二手房挂牌价恢复-20260208

Industrial Sector - Industrial production showed seasonal weakness this week, with a decline in the industrial price index[2] - Daily average pig iron output increased, while cement clinker capacity utilization and glass production rates fell[2] - Steel construction material demand decreased, while steel plate demand saw a slight increase[7] Real Estate - Second-hand housing listing prices rose by 0.10% week-on-week, an increase of 0.55 percentage points from the previous value[25] - New housing sales in 30 major cities saw a year-on-year increase, with a 19.5 percentage point improvement from December 2025[2] Domestic Demand - Retail sales of major home appliances fell by 22.4% year-on-year, but improved by 5.5 percentage points from the previous value[32] - Passenger car retail sales dropped by 28% year-on-year in January, with a 13% decline in December 2025[32] External Demand - Port cargo throughput increased by 15.4% year-on-year, up by 11.1 percentage points from the previous value[38] - Vietnam's export value rose by 34.3% year-on-year, while South Korea's exports increased by 33.9% year-on-year[38] Price Trends - The Nanhua Industrial Price Index fell by 2.3%, with declines in various industrial sectors including black materials and non-ferrous metals[41] - The agricultural product wholesale price index decreased by 0.7% week-on-week, reversing previous gains[43]