A股盘前播报 | 关税政策被裁定违法后 特朗普再对全球加征关税！从10%提高到15%

Industry Insights - The humanoid robot industry is experiencing multiple favorable developments, with significant policy support from both central and local governments, leading to a surge in related stocks, such as a 21.4% increase in Yujian's stock price on February 20 [1] - The National Energy Administration plans to implement a new energy system and sector-specific energy planning, aiming to enhance energy security and support the construction of a strong energy nation by 2026 [4] - The storage industry is facing a supply-demand gap that is expected to persist until 2027, with limited new capacity and price increases anticipated throughout the year [5] Market Overview - Global capital markets mostly rose during the Lunar New Year holiday, with indices in South Korea, the UK, and France reaching historical highs, while silver prices surged nearly 17% [2] - The U.S. stock market showed mixed performance, with major indices declining over 1% due to fluctuating tariff policies and concerns over AI disruptions [7] Company Developments - Frontline Bio has signed a licensing agreement with GlaxoSmithKline, potentially receiving up to $950 million in payments [8] - Luxshare Precision has conducted its first share buyback, repurchasing 9.9 million shares for nearly 500 million yuan [8] - Tongce Medical's chairman and others plan to increase their holdings in the company by 6 to 12 million yuan [8]