宏观经济周报2026年第七周-20260209

Economic Indicators - The ICHI Composite Economic Index recorded 100.03, indicating a return to the expansion zone after previous fluctuations[1] - The Consumer Sentiment Index slightly rebounded to 100.09, showing increased consumer activity ahead of spring[1] - The Investment Sentiment Index fell to 99.95, reflecting a temporary slowdown in investment activity[1] - The Export Sentiment Index rose to 100.1, indicating stable external demand and support for overall economic sentiment[1] - The Production Sentiment Index slightly decreased to around 100, reflecting seasonal adjustments in production activities[1] Manufacturing and Services - In January, the Manufacturing PMI was 49.3%, and the Non-Manufacturing Business Activity Index was 49.4%, both down by approximately 0.8-0.9 percentage points from the previous month[2] - The Manufacturing PMI fell into contraction territory, but the Production Index remained in the expansion zone at 50.6%[2] - The High-Tech Manufacturing PMI held steady at 52.0%, indicating resilience in this sector[2] - The Non-Manufacturing Business Activity Index declined due to a significant drop in the construction sector, but the service sector showed strong performance, particularly in financial services[2]