A股盘前播报 | 国常会最新部署！研究做强国内大循环、规范新能源汽车产业竞争

Group 1: Macroeconomic Developments - The State Council proposed to enhance domestic circulation and regulate competition in the new energy vehicle (NEV) industry, focusing on high-quality development and addressing irrational competition [1] - The government aims to implement measures to boost consumer spending and optimize trade-in policies for consumer goods [1] Group 2: Company News - Tesla announced the launch of the Model Y L, a six-seat luxury SUV, set to be delivered this autumn, resulting in a 3.5% increase in its stock price, with a market capitalization of $1,036.1 billion [2] - Jensen Huang highlighted significant advancements in AI in China, particularly in models and applications, and expressed interest in purchasing a Xiaomi vehicle, indicating close collaboration with the company [3] Group 3: Market Trends - The National Energy Administration reported that national electricity load has reached a historical high, surpassing 1.5 billion kilowatts, indicating potential growth in the thermal power sector [9] - A Chinese eVTOL company secured a $1 billion order for 350 aircraft in the Middle East, suggesting strong support for the low-altitude economy and potential acceleration in commercialization [10] - Beijing Economic Development Zone introduced a funding support policy for the 6G industry, which may drive the integration of satellite communication and promote a thriving terminal ecosystem [11]