盘前情报丨五部门开展2025年新能源汽车下乡活动；美国白宫宣布提高进口钢铝关税至50%

Market Overview - On June 3, A-shares saw a collective rebound with the Shanghai Composite Index rising by 0.43% to 3361.98 points, the Shenzhen Component Index increasing by 0.16% to 10057.17 points, and the ChiNext Index gaining 0.48% to 2002.7 points [2][3] - The total market turnover reached 116.38 billion yuan, an increase of 4 billion yuan compared to the previous day, with nearly 3400 stocks rising [2] Sector Performance - The leading sectors included precious metals, football concepts, gaming, banking, and innovative pharmaceuticals, while steel and automotive sectors experienced declines [2] - The gold concept led the gains, and the innovative pharmaceutical sector remained active, with new consumption concepts also reaching historical highs [2] International Market - The U.S. stock market indices closed higher on June 3, with the Dow Jones Industrial Average up by 0.51%, the S&P 500 up by 0.58%, and the Nasdaq Composite up by 0.81% [2] - European markets also saw gains, with the UK FTSE 100 rising by 0.15%, the French CAC 40 up by 0.34%, and the German DAX up by 0.67% [2] Commodity Prices - As of June 3, the price of light crude oil for July delivery on the New York Mercantile Exchange closed at $63.41 per barrel, an increase of 1.42%, while the August delivery of Brent crude oil closed at $65.63 per barrel, up by 1.55% [2] Regulatory Developments - The U.S. announced an increase in import tariffs on steel and aluminum from 25% to 50%, effective June 4, 2025, while maintaining the 25% tariff on imports from the UK [4][5] - China's Ministry of Foreign Affairs responded to concerns about rare earth export restrictions, indicating that inquiries should be directed to relevant authorities [5] Policy Initiatives - A joint initiative by five Chinese ministries aims to promote the use of new energy vehicles in rural areas, focusing on building a green, low-carbon, and intelligent transportation system [6] - The National Development and Reform Commission and the National Energy Administration issued opinions to support the application of green electricity and encourage key energy-consuming units to utilize green power [9][10] Investment Insights - Citic Securities highlighted a focus on low-valuation intelligent application targets in the robotics sector, while also noting the appeal of high-dividend assets in a declining interest rate environment [11] - CICC suggested that the market may maintain a volatile pattern, with a focus on sectors less affected by tariffs, such as AI infrastructure and certain export chains [11]