（文章来源：每日经济新闻） 每经AI快讯，10月22日，云南板块午后拉升，云南城投直线涨停，ST云动5cm涨停，云维股份、云南能 投等跟涨。 ...

证券日报网讯云南能投（002053）10月21日在互动平台回答投资者提问时表示，公司全资子公司云南省 盐业有限公司生产和销售加碘食用盐产品，切实扛牢食盐保供重责。 ...

Market Overview - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 1.36%, surpassing the 3900-point mark; the Shenzhen Component Index rose by 2.06%, and the ChiNext Index increased by 3.02% [1] - The total market turnover reached 1.8927 trillion yuan, an increase of 141.4 billion yuan compared to the previous trading day, with over 4600 stocks rising [1] Sector Performance - The computing power sector reignited market enthusiasm, particularly the CPO (Co-Packaged Optics) segment, which showed significant momentum [3][7] - Leading stock Yuanjie Technology hit the daily limit, achieving a historical high, while Industrial Fulian topped the net inflow list with 2.207 billion yuan, marking a 9.57% increase in its stock price [3] - Other notable performers included New Yisheng and Luxshare Precision, with net inflows of 1.792 billion yuan and 1.52 billion yuan, respectively [3] Banking Sector - The banking sector experienced a strong rebound, with Agricultural Bank of China rising by 1.68%, marking its 13th consecutive day of gains and reaching a historical high [5] Computing Power Industry - The computing power industry is witnessing breakthroughs, with Alibaba Cloud's Aegaeon system significantly reducing model switching costs by 97% and improving request processing capabilities by 2-2.5 times [10] - Citic Securities expressed optimism about the rapid iteration of domestic large models and the seamless adaptation of domestic computing power chips, which are expected to drive the continuous development of domestic AI [10] Optical Module Market - According to Guosheng Securities, the optical module market is experiencing rapid growth driven by the explosion of AI computing power demand, with price changes reflecting technological iteration, cost control, and product structure optimization [11] - Leading companies in the optical module sector are expected to maintain strong profitability and competitive advantages due to the global data center construction and upgrade wave [11] Power Sector - The power sector saw a surge, with Shanghai Electric and Hengsheng Energy hitting the daily limit, while Yunnan Energy Investment and Hunan Development also saw gains [13] - According to CITIC Construction Investment, the global demand for electrical equipment is on the rise, driven by increased electricity demand from AI, leading to significant growth in supporting electrical equipment demand [14]

每经AI快讯，10月21日，电力板块震荡走高，上海电力触及涨停，云南能投涨超7%，湖北能源、湖南 发展、豫能控股跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - Yunnan Energy Investment announced a capital increase for its wholly-owned subsidiary, Anning Yunnan Energy Storage Technology Co., Ltd., to support the funding needs of the 350MW compressed air energy storage demonstration project in Kunming Anning [2] Group 1: Company Actions - The company approved a capital increase of RMB 37.2 million for its subsidiary to ensure the smooth progress of the energy storage project [2] - After the capital increase, the registered capital of the subsidiary will rise from RMB 1 million to RMB 37.3 million [2] - The capital injection will be conducted in phases according to the project's progress, with the management authorized to handle the specifics of the capital increase [2]

三、日常经营、对外投资 1、兆丰股份：与纽鼐机器人签订战略合作框架协议，后者专注于认知机器人与人形机器人开发。 一、复牌 智光电气：拟定增购买广州智光储能科技全部或部分少数股权，股票复牌。 并购 国投丰乐：收购人国投种业拟认购不超过1.84亿股，本次发行股票的价格为5.91元/股。 二、回购、股权转让 1、之江生物：拟以6000万元至1.2亿元回购股份。 2、圆通速递：出于股东自身发展战略和资金筹划考虑，杭州灏月拟通过大宗交易方式转让不超过2%。 10、云南能投：投资18.72亿元建设昆明安宁350MW压缩空气储能示范项目。 四、业绩变动 1、仕佳光子：前三季度净利润2.99亿元，同比增长728% 光芯片和器件等产品订单同比实现不同程度增 加 2、华域汽车：完成收购上海上汽清陶能源科技有限公司49%股权。 3、鼎际得：石化科技高端新材料项目POE工业化装置已投产。 4、芯联集成：拟向控股子公司增资18亿元，保障"三期12英寸集成电路数模混合芯片制造项目"持续实 施。 5、上海洗霸：取得IATF16949汽车质量管理体系认证证书，认证范围为新能源电池用硅碳负极材料的 设计与生产。 6、中天科技：中标深海科技领域 ...

Core Viewpoint - Yunnan Energy Investment (002053.SZ) has agreed to acquire 100% equity of Huize Yuneng Clean Energy Co., Ltd. from its wholly-owned subsidiary Yunnan Salt Industry Co., Ltd. for a price based on the audited net asset value of RMB 1.7996 million as of December 31, 2024 [1] Group 1 - The acquisition will transform Huize Company from a wholly-owned subsidiary to a wholly-owned company, making it the investment entity for the Huize Piga Dacha Qinqiang and Jiaozi photovoltaic power generation projects [1] - To support the funding needs of the photovoltaic projects, the company will increase Huize Company's capital by RMB 81.1 million, raising its registered capital from RMB 1 million to RMB 82.1 million [1]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) is actively pursuing the development of energy resources in line with national and provincial strategies, focusing on the construction of a 350MW compressed air energy storage demonstration project in Kunming Anning to enhance the company's renewable energy ecosystem [1] Investment Project Summary - The total investment for the Kunming Anning 350MW compressed air energy storage project is 1.87167 billion yuan, with 20% funded by equity and the remaining through bank loans and other debt financing [1] - The project will include the construction of an air compression system, turbine power generation system, heat storage system, water supply system, and a booster station [1] - The project aims to store 1,750MWh of electrical energy using the stable and reliable salt cavern resources (An1-An4 wells) validated by the Wuhan Institute of Rock and Soil Mechanics, Chinese Academy of Sciences [1] - A 220kV booster station will be built to connect to the Kunming 220kV Pujie Substation, with the final connection plan subject to grid approval [1] - The project will utilize a non-combustion compressed air energy storage technology, with an 8-hour charging duration and a 5-hour rated power generation duration, achieving a minimum annual utilization of 1,300 hours [1] - The total construction period for the project and its supporting facilities is set at 18 months [1]

格隆汇10月16日丨云南能投(002053.SZ)公布，为满足全资子公司安宁云能投储能科技有限公司（简 称"储能公司"）昆明安宁350MW压缩空气储能示范项目的资金需求，保障其工程项目建设的顺利推 进，同意公司以自有资金对储能公司增资人民币37,200万元，匹配项目进展分批注资，并授权公司管理 层办理增资相关具体事宜。本次增资完成后，储能公司注册资本将从人民币100.00万元增加至人民币 37,300.00万元。 ...

智通财经APP讯，云南能投(002053.SZ)公告，公司董事会审议通过了《关于安宁云能投储能科技有限公 司投资建设昆明安宁350MW压缩空气储能示范项目的议案》。为满足电网调峰和新能源大规模并网及 消纳的需要，推进昆明盐矿退役盐穴资源的综合开发利用，健全公司新能源产业发展生态，同意公司全 资子公司安宁云能投储能科技有限公司(简称"储能公司")投资建设昆明安宁350MW压缩空气储能示范项 目，项目总投资18.72亿元。项目资本金按总投资的20%计，其余资金采用银行贷款等债务融资方式筹 措。 据公告所示，昆明安宁350MW压缩空气储能示范项目建设规模350MW/1750MWh。项目主要建设内容 为空气压缩系统、透平发电系统、储换热系统、供水系统、升压站等系统和设备。地面系统拟安装一套 350MW级压缩及发电系统，利用安1-安4井盐穴腔体储存1750MWh电能。项目所选用的安1-安4盐穴稳 定性和可靠性经中科院武汉岩土力学研究所论证可行。项目拟建设一座220kV升压站，以1回220kV线路 接入昆明220kV普吉变电站，最终接入系统方案以电网审定方案为准。项目拟采用非补燃式压缩空气储 能工艺系统，属于电网侧储能设 ...