多只热门股提示风险；商务部回应美对华造船等行业301调查限制措施落地……盘前重要消息一览

Core Viewpoint - The article discusses recent developments in the Chinese economy, including responses to U.S. trade measures, new financial operations by the People's Bank of China, and growth in various industries such as automotive and technology [4][7][9]. Group 1: U.S.-China Trade Relations - The U.S. has implemented restrictions on China's maritime, logistics, and shipbuilding sectors based on a 301 investigation, which China views as unilateral and protectionist, violating WTO rules [4]. - China has expressed strong dissatisfaction and announced special port fees for U.S.-related vessels, indicating a retaliatory stance [4]. - The Chinese government has placed certain U.S. companies on a countermeasure list for their involvement in supporting the U.S. investigation, emphasizing the need for fair competition [5][6]. Group 2: Economic Indicators and Financial Operations - The People's Bank of China plans to conduct a 600 billion yuan reverse repurchase operation with a six-month term on October 15, 2025, to manage liquidity [7]. - The Shanghai Stock Exchange will launch the Shanghai Stock Exchange Science and Technology Innovation Board Growth Strategy Index on the same date, expanding investment options [8]. Group 3: Industry Growth and Developments - The automotive industry in China has shown significant growth, with production and sales reaching 24.33 million and 24.36 million units respectively in the first nine months of the year, marking a year-on-year increase of 13.3% and 12.9% [9]. - New energy vehicles have seen particularly strong performance, with sales exceeding 11 million units and accounting for 46.1% of total new car sales [9]. - The Shanghai Municipal Economic and Information Commission has outlined a plan for the smart terminal industry, aiming for a scale exceeding 300 billion yuan by 2027 [9]. - The China Nuclear Group has made significant progress in nuclear fusion energy research, indicating advancements in energy technology [9]. Group 4: Market Outlook and Investment Recommendations - Analysts suggest that the steel industry is on the path to recovery, with expectations of improved fundamentals and market conditions [12]. - A new growth cycle in industries is anticipated, with a focus on AI infrastructure and related sectors, indicating a shift towards technology-driven investments [13].