| | | | 一、前次募集资金使用情况鉴证报告………………………………第 1—2 页 | | --- | | 二、前次募集资金使用情况报告……………………………………第 3—8 页 | | 三、附件…………………………………………………………… 第 9—12 页 | | （一）本所营业执照复印件……………………………………… 第 9 页 | | （二）本所执业证书复印件……………………………………… 第 10 页 | | （三）执业会计师资格证书复印件…………………………第 11—12 页 | | 前次募集资金使用情况鉴证报告 | | 天健审〔2025〕15712 号 | 银川威力传动技术股份有限公司全体股东： 我们鉴证了后附的银川威力传动技术股份有限公司（以下简称威力传动公司） 管理层编制的截至 2025 年 3 月 31 日的《前次募集资金使用情况报告》。 一、对报告使用者和使用目的的限定 本鉴证报告仅供威力传动公司向特定对象发行股票时使用，不得用作任何其 他目的。我们同意本鉴证报告作为威力传动公司向特定对象发行股票的必备文件， 随同其他申报材料一起上报。 二、管理层的责任 威力传动公司管理层的责任是提 ...

Group 1 - Lithium carbonate main contract prices rose sharply, reaching a peak of 69,980 yuan/ton before closing at 67,960 yuan/ton, reflecting a 2.47% increase [1] - Analysts believe that supply-side disturbances and a continuous decrease in exchange warehouse receipts are the main factors driving recent price increases, while the overall supply remains sufficient [1] - Despite being a traditional off-season for demand, downstream orders are still relatively stable, indicating a less pronounced seasonal effect [1] Group 2 - Cangge Mining announced a halt in lithium resource development activities, affecting a production line with a monthly capacity of approximately 1,200 tons of lithium carbonate equivalent, but the overall impact on the domestic lithium carbonate market supply is limited [2] - Domestic lithium carbonate production plans for July are projected to be 79,300 tons, a 7.1% increase month-on-month, with high operating rates maintained in Jiangxi and stable output in Qinghai [2] - Some manufacturers are experiencing increased orders and production enthusiasm, despite planned maintenance on certain spodumene production lines [2] Group 3 - Market sentiment is significantly driven by disturbances at the mining end, with lithium prices remaining strong, although downstream material manufacturers show little intention to actively replenish stocks [3] - The recent price increases are primarily driven by supply-side disturbances, with limited actual impact on the fundamentals, suggesting a cautious approach in the short term [3] - Continuous reduction in warehouse receipts and rising lithium ore prices, combined with various market news disturbances, are stimulating price increases, while long-term hedging pressures may arise [3]

黄金实时分析 美联储换帅风波未平，市场情绪激变，黄金如何布局？点击观看金十研究员文成直播分析 相关链接 ...

最近一段时间，杭州有则报道调查显示，目前市面上的一些小店里，95后、00后的店主占比越来越高。无独有偶，中国青年报社一项调查显示，58.7%的 受访青年认为开小店更加灵活自由，49.7%的受访青年觉得这是不错的创业选择。 环顾街头巷尾，年轻的面孔赫然撑起了一副创业版图：奶茶店、服装店、美容店、面馆、烧烤摊……一个明显的变化是，相比于前两年，年轻人守着脱不 下的"长衫"自怨自艾，一大部分年轻人已经转变了思想。 尤其开一家成本投入不算高的小店，成为当代年轻人的就业目标。官方一组数据显示，截至目前，全国登记在册个体工商户达1.24亿户，为将近3亿人的 就业托底，一家不起眼的小店甚至是这届年轻人创业梦想的起步程序。 调查显示，46.0%的受访青年把开小店是维持生计的一种方式，但同时有44.5%的受访青年觉得开小店可以享受生活、自给自足，43.8%的受访青年表示给 自己"工作"更有动力，哪怕可能面临的风险、压力丝毫不亚于传统职场。 我以为零成本，就能实现"躺赚" 陈曦｜98年 美甲店店主 三线城市郊区 春节之后，陈曦自己的美甲小店正式开张。在此之前，她已经在市中心的美业机构中做了一年的学徒。美甲、美睫、美容，并称当代女 ...

洞见 （ DJ00123987 ） —— 不一样的观点，不一样的故事， 3000 万人订阅的微信大号。点击标题下蓝字 " 洞见 " 关注，我们将为您提供有价值、有意思的 延伸阅读。 作者：念念 来源：每晚一卷书 （ID: JYXZ89896） 彼此赋能，彼此照亮。 ♬ 点上方播放按钮可收听 洞见主播赏新晴朗读音频 情绪价值这个词，这几年火得一塌糊涂。 每个人都渴望得到情绪价值，都希望在自己累的时候有人给予支持和安慰。 但是该由谁来当供给者呢？ 《奇葩说》辩手席瑞曾说过一句话： "世界上的价值都是守恒的，如果你得到了情绪价值，那么一定有人的情绪受到了剥削。" 人与人之间永远是相互的，当别人为你提供了情绪价值，你也要学会为别人做 "情绪反哺" 。 只有这样，彼此之间的能量才能循环流动，相互滋养。 01 在小说《追风筝的人》里，阿米尔和哈桑曾经是一对形影不离的玩伴。 阿米尔有放风筝的爱好，哈桑则会在旁边陪着他奔跑，帮他捡起掉落的风筝。 每次阿米尔问哈桑，是否愿意为他去追风筝，对方总会毫不犹豫地答："为你，千千万万次！" 阿米尔平时还喜欢写故事，哈桑则是他唯一的、忠实的听众。 每次阿米尔把自己写好的短篇小说念给哈桑听 ...

#报告 摩根士丹利美国展望更新：仍然倾向下行情景 https://t.co/rf9TneBvmzNone (@None):None ...

作者黄昱 编辑王小娟 AI情感陪伴赛道又迎来了一名重量级玩家。 不少AI业内人士认为，AI伴侣应用能够提供个性化的情感支持，倾听和陪伴，满足人们对社交互动和情 感连接的需求，甚至在一定程度上缓解心理压力。这一市场空间广阔且用户粘性高，同时靠订阅就能实 现商业变现。 很多人第一次接触AI情感陪伴应用可能是汤姆猫，但更类人化的AI情感陪伴应用，还是由2022年一家美 国公司发布的Character.AI带火，它首次将大模型用于角色扮演与情感陪伴。 近年来，自然语言处理（NLP)、机器学习（ML)和生成式AI等核心AI技术的快速进步，使得AI情感陪伴 应用能够实现日益复杂和拟人化的互动。 在此背景下，大量AI情感陪伴相关应用涌现，除了Character.AI外，海外企业还有推出Replika、Pi.ai、 Woebot等，中国公司则有字节猫箱、快手飞船、MiniMax星野（海外版Talkie ）、阶跃星辰冒泡鸭等。 这一赛道的市场空间也备受看好。根据Grand View Research数据，全球AI伴侣市场规模在2024年已达 281.9亿美元，预计 2025 至 2030 年将以 30.8% 的复合年增长率迅猛 ...

Core Viewpoint - The latest data indicates a slowdown in wage growth in the UK, but the employment situation is not as concerning as previously thought, alleviating immediate pressure on the Bank of England to accelerate interest rate cuts [1] Group 1: Wage Growth and Employment - Official data shows that wage growth in the UK slowed in May, with a further decline in employee numbers in June [1] - The significant revision of employed individuals in May suggests that the labor market conditions are not as dire as earlier data indicated [1] Group 2: Market Reactions - Following the data release, financial markets have slightly reduced expectations for an interest rate cut in August [1]

Market Overview - The A-share market recently saw the Shanghai Composite Index break through the psychological barrier of 3500 points, closing at 3516.83 points, up 0.37% as of July 17 [1][2] - This breakthrough is viewed as a positive market signal, indicating a shift towards bullish sentiment and increased investor confidence, which may attract more capital into the market [1][2] Economic and Policy Support - The overall recovery of the Chinese economy in the first half of the year has provided policy support for the index's return to 3500 points, with a structural upward trend observed in the market [2] - Despite external tariff disruptions, China's export resilience remains strong, particularly with high growth rates in exports to the EU and ASEAN [2] Market Liquidity - The liquidity in the market has improved significantly, with daily trading volumes consistently exceeding 1 trillion yuan, and margin financing balances showing a systematic increase of approximately 300 billion yuan compared to the previous year [2] - The number of newly established funds and the scale of capital raised have also seen substantial growth, indicating a trend of household savings being redirected into the stock market [2] Market Sentiment and Investor Behavior - The continuous rise in the stock market has created a notable wealth effect, leading to a 32.79% increase in new investor accounts in the first half of the year compared to the same period last year [3] - The technology sector, particularly companies involved in AI, semiconductors, and 5G, has attracted significant investment, contributing to the index's upward movement [3] Performance of Shandong Stocks - Shandong stocks have shown a robust performance, with 310 listed companies having a total market capitalization of 3.86 trillion yuan, and over 70% of these companies reporting gains [4] - Leading companies such as Haier Smart Home and Wanhua Chemical have shown strong financial performance, with Haier's revenue growing by 10.06% year-on-year in Q1 2025 [4][5] Investment Opportunities - Following the index's rise above 3500 points, investors are cautiously optimistic, focusing on policy support, liquidity, and earnings performance [6] - Various institutions suggest that sectors such as technology, manufacturing, and new consumption are promising areas for investment, particularly in light of easing export controls and growth in military and industrial sectors [6]

Report Industry Investment Rating No relevant content provided. Core View of the Report Through macro - fundamental analysis and technical analysis using tools like the golden ratio line, horizontal line, and moving average, the report predicts the likely trends of various futures contracts on July 17, 2025, including whether they will be in a strong - side or weak - side oscillation, along with their respective resistance and support levels [2]. Summary by Related Catalogs 1. Futures Market Outlook - **Stock Index Futures**: Expected to be in a strong - side oscillation on July 17. For example, IF2509 has resistance at 4000 and 4020 points and support at 3952 and 3940 points; IH2509 has resistance at 2750 and 2763 points and support at 2716 and 2703 points; IC2509 has resistance at 5965 and 6000 points and support at 5860 and 5829 points; IM2509 has resistance at 6360 and 6400 points and support at 6260 and 6216 points [2]. - **Treasury Bond Futures**: The ten - year T2509 and thirty - year TL2509 are likely to oscillate and consolidate. T2509 has resistance at 108.92 and 109.00 yuan and support at 108.74 and 108.55 yuan; TL2509 has resistance at 121.0 and 121.2 yuan and support at 120.6 and 120.4 yuan [2]. - **Precious Metal Futures**: Gold AU2510 and silver AG2510 are likely to oscillate and consolidate. AU2510 will accumulate strength to attack resistance at 781.8 and 786.8 yuan/gram with support at 773.8 and 771.8 yuan/gram; AG2510 has resistance at 9207 and 9267 yuan/kg and support at 9088 and 9061 yuan/kg [2][3]. - **Base Metal Futures**: Copper CU2508, aluminum AL2509, and zinc ZN2509 are likely to oscillate and consolidate. CU2508 has support at 77700 and 77500 yuan/ton and resistance at 78100 and 78400 yuan/ton; AL2509 has support at 20300 and 20230 yuan/ton and resistance at 20490 and 20600 yuan/ton; ZN2509 is likely to be in a strong - side oscillation, attacking resistance at 22100 and 22190 yuan/ton with support at 21950 and 21930 yuan/ton. Alumina AO2509 is likely to be in a weak - side oscillation, with support at 3046 and 3028 yuan/ton and resistance at 3138 and 3158 yuan/ton. Nickel NI2508 is likely to be in a weak - side oscillation, with support at 119100 and 118700 yuan/ton and resistance at 119900 and 120200 yuan/ton [3]. - **Industrial and Energy Futures**: Industrial silicon SI2509, polysilicon PS2508, and lithium carbonate LC2509 are likely to be in a strong - side oscillation. SI2509 will attack resistance at 8790 and 8880 yuan/ton with support at 8600 and 8520 yuan/ton; PS2508 will attack resistance at 43250 and 44600 yuan/ton with support at 42360 and 41760 yuan/ton; LC2509 will attack resistance at 67700 and 68400 yuan/ton with support at 65500 and 65000 yuan/ton. Crude oil SC2508 is likely to be in a weak - side oscillation, with support at 508 and 505 yuan/barrel and resistance at 523 and 528 yuan/barrel. Fuel oil FU2509 and PTA TA509 are likely to be in a weak - side oscillation. FU2509 will test support at 2824 and 2800 yuan/ton with resistance at 2883 and 2911 yuan/ton; TA509 will test support at 4664 and 4644 yuan/ton with resistance at 4728 and 4754 yuan/ton [3][4][6]. - **Agricultural and Building Material Futures**: Rebar RB2510, hot - rolled coil HC2510, iron ore I2509, coking coal JM2509, glass FG509, soda ash SA509, caustic soda SH509, PVC V2509, and soybean meal M2509 are likely to be in a strong - side oscillation. For example, RB2510 will attack resistance at 3138 and 3149 yuan/ton with support at 3104 and 3094 yuan/ton; HC2510 will attack resistance at 3299 and 3320 yuan/ton with support at 3253 and 3247 yuan/ton. Natural rubber RU2509 is likely to be in a strong - side oscillation, with resistance at 14570 and 14710 yuan/ton and support at 14450 and 14320 yuan/ton [4][6][7]. 2. Macro Information and Trading Tips - **Domestic Macro News**: The State Council held a meeting to study policies for strengthening the domestic cycle, heard reports on the new energy vehicle industry and budget audit rectification, and passed a draft amendment to a regulation on foreigners' entry and exit. The National Committee of the Chinese People's Political Consultative Conference emphasized expanding domestic demand. The Third China International Supply - Chain Promotion Expo opened, and the Ministry of Commerce proposed high - level opening - up and implemented a policy on tax credit for foreign investors' reinvestment. The Ministry of Public Security aimed to combat intellectual property crimes, and the State Administration for Market Regulation piloted the decentralization of administrative approval for national secondary standard substances. China and Australia signed a memorandum on the implementation and review of the free - trade agreement [8][9][10]. - **International Macro News**: Trump made statements about the Fed chair, tariff policies, and trade agreements. The US June PPI was flat month - on - month, and the core PPI also showed a small increase. Trump planned to issue an executive order to promote pension investment in the private market. The Fed's "Beige Book" showed a slight increase in economic activity with high uncertainty. The US launched a 301 investigation against Brazil, and Mexico opposed US tomato tariffs. The UK June CPI increased, raising concerns about the central bank's interest - rate policy [11][12][13]. 3. Commodity Futures - Related Information - **International Futures Market**: On July 16, international precious - metal futures generally rose, with COMEX gold up 0.52% to 3354.20 dollars/ounce and COMEX silver up 0.04% to 38.13 dollars/ounce. International oil prices oscillated narrowly, with US crude up 0.18% to 66.64 dollars/barrel and Brent down 0.03% to 68.69 dollars/barrel. London base - metal futures mostly fell, showing an internal - strong and external - weak pattern [13]. - **Exchange - Rate Information**: On July 16, the on - shore RMB against the US dollar closed down 42 points at 7.1776, and the offshore RMB closed up 44 points at 7.1802. The US dollar index fell 0.35% to 98.29, and non - US currencies mostly rose [14][15].