证券代码：002053 证券简称：云南能投 公告编号：2025-106 （一）会议以5票同意，0票反对，0票弃权，通过了《公司2025年半年度报告及其摘 要》。 经审核，监事会认为董事会编制和审核《公司2025年半年度报告》的程序符合法律、 行政法规和中国证监会的规定，报告内容真实、准确、完整地反映了公司的实际情况，不 存在任何虚假记载、误导性陈述或者重大遗漏。 （二）会议以5票同意，0票反对，0票弃权，通过了《关于2025年半年度募集资金存 放、管理与使用情况的专项报告》。 经审核，监事会认为公司2025年半年度募集资金存放、管理与使用情况符合相关法律、 法规以及规范性文件的规定，不存在募集资金存放、管理与使用违规的情形，不存在变相 改变募集资金投向和损害股东利益的情况。公司董事会编制的《关于2025年半年度募集资 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 一、监事会会议召开情况 云南能源投资股份有限公司（以下简称"公司"）监事会2025年第二次定期会议于2025 年8月11日以书面及邮件形式通知全体监事，于2025年8月20日下午2:00在公司四楼会 ...

证券代码：002053 证券简称：云南能投 公告编号：2025-102 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误 导性陈述或重大遗漏。 2024 年 12 月 13 日，云南能源投资股份有限公司（以下简称"公司"）董事会 2024 年 第十次临时会议、监事会 2024 年第十次临时会议分别审议通过了《关于 2025 年使用闲置募 集资金进行现金管理及使用自有闲置资金开展委托理财的议案》。在保证募集资金投资项目 正常进行的前提下，为充分提升募集资金的使用效率，同意公司使用不超过人民币 8 亿元（含 本数）的暂时闲置募集资金进行现金管理，投资于安全性高、流动性好、满足保本要求、期 限不超过 12 个月的产品，包括但不限于结构性存款、大额存单、定期存款等，在此额度范围 内资金可以循环使用，使用期限自 2025 年 1 月 1 日至 2025 年 12 月 31 日。《关于 2025 年使 用闲置募集资金进行现金管理及使用自有闲置资金开展委托理财的公告》（公告编号： 2024-157 ） 详见 2024 年 12 月 14 日 的《 证 券时 报》 《 中国 证 券报 》 和巨 潮资 ...

Core Viewpoint - Yunnan Energy Investment Weixin Coal Co., Ltd. has been penalized for multiple safety violations, reflecting ongoing regulatory scrutiny in the coal mining industry in China [1][6][8]. Summary by Category Administrative Penalties - The company received a total fine of RMB 260,000 (approximately $39,000) for various violations of safety regulations, including the Coal Mine Safety Regulations and the Production Safety Law [1][6]. - The penalties were issued by the Zhaotong City Energy Bureau, with the decision date set for July 24, 2025 [1][6]. Violations - Specific violations included: 1. Breaching Article 492, Clause 2 of the Coal Mine Safety Regulations 2. Violating Article 36, Clause 2 of the Production Safety Law 3. Non-compliance with Article 22 of the Coal Mine Safety Production Regulations 4. Failing to adhere to Article 14 of the Coal Mine Water Prevention Regulations [1][6][8]. Previous Penalties - The company has faced a total of seven fines this year, primarily related to safety issues [6][8]. - Notably, on April 26, 2025, the company was fined RMB 1.56 million (approximately $240,000) for exceeding gas limits and failing to meet safety equipment standards, leading to a three-day production halt at the Guanyinshan Coal Mine [6][8].

Group 1 - The core viewpoint of the article highlights the projected decline in China's raw salt production by 17% in June 2025, with a cumulative production increase of 4.4% in the first half of 2025 [1] - The article references several listed companies in the salt industry, including Su Yan Jingshen, Zhongyan Chemical, and Xue Tian Salt Industry, indicating their relevance to the market analysis [1] - A report by Zhiyan Consulting forecasts the supply and demand dynamics of the raw salt industry in China from 2025 to 2031, suggesting potential investment opportunities [1] Group 2 - According to data from the National Bureau of Statistics, China's raw salt production in June 2025 is expected to be 6.98 million tons [1] - The cumulative raw salt production for the first half of 2025 is projected to reach 29.83 million tons [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports and tailored services [3]

Core Points - The article highlights significant announcements from various companies, including investment projects, contract wins, operational data, and financial performance. Company Announcements - Cambrian Technology (寒武纪) refuted claims regarding large orders for carrier boards as false information [1] - Zhongyan Chemical (中盐化工) plans to invest 360 million yuan in a natural soda ash mining project with an annual production capacity of 5 million tons [1] - Wanlima (万里马) won a procurement project for the 2025-2026 Southern Airlines comprehensive support department [1] - Lu'an Energy (路安环能) reported July coal sales of 4 million tons, a year-on-year decrease of 6.1% [1][2] - *ST Huike (汇科) intends to acquire 51% of Yizheng Tong for 29.07 million yuan [1][2] - Chipsea Technology (芯海科技) is planning an H-share issuance [1] Investment Projects - Zhaowei Electromechanical (兆威机电) plans to invest in a new production base in Thailand [1] - Yunnan Energy Investment (云南能投) is investing in wind and solar power projects, including the Changning Changtian Wind Farm and a photovoltaic project costing 245 million yuan [1] Contract Wins - Longjian Construction (龙建股份) secured a 448 million yuan engineering project [1] - Wanlima (万里马) won a contract for the procurement of aircrew bags for Southern Airlines [1] Financial Performance - Taicheng Light (太辰光) reported a net profit of 173 million yuan for the first half of the year, a year-on-year increase of 118.02% [1] - Dongyangguang (东阳光) achieved a net profit of 613 million yuan, a year-on-year increase of 170.57% [3] - Oriental Cable (东方电缆) reported a net profit of 473 million yuan, a year-on-year decrease of 26.57% [3] - Limin Co. (利民股份) reported a net profit of 269 million yuan, a year-on-year increase of 747.13% [3] Shareholding Changes - Zhongzi Technology (中自科技) announced that shareholder Yin'an Lingying plans to reduce holdings by up to 3% [1][2] - Boshi Jie (博实结) announced plans for a combined reduction of up to 3% in shares by shareholders Botian Yi and Huitian Yi [1][2] Other Developments - Kingood (金固股份) signed a strategic cooperation framework agreement with Luming Robotics [1] - Qipai Technology (气派科技) plans to raise no more than 159 million yuan through a private placement [1]

Group 1 - The company held its sixth temporary board meeting on August 13, 2025, with all nine directors present, and the meeting complied with legal and procedural requirements [1] - The board approved the investment in the Nanhua County Mail Processing Center rooftop distributed photovoltaic project, with a rated capacity to be determined [1] - The board approved the investment in the Jiaozi photovoltaic power generation project by Huize Yuneng Clean Energy Co., Ltd., with a rated capacity of 50MW and a total investment of 245.0245 million yuan [2] - The board approved the investment in the Pijia Daqiang photovoltaic power generation project by Huize Yuneng Clean Energy Co., Ltd., with a rated capacity of 35MW and a total investment of 169.4338 million yuan [2] Group 2 - The board approved an adjustment to the estimated daily related transactions for 2025, with a total expected amount of 412.8028 million yuan, after accounting for changes in the company's operational structure [3][4] - The board approved the acquisition of 100% equity in Huaping Yuneng New Energy Co., Ltd. from Yunnan Salt Industry Co., Ltd., with the acquisition price based on the audited net asset value of 3.5529 million yuan as of December 31, 2024 [5] - The board approved the acquisition of 100% equity in Yongsheng Yuneng New Energy Co., Ltd. from Yunnan Salt Industry Co., Ltd., with the acquisition price based on the audited net asset value of 4.4219 million yuan as of December 31, 2024 [6] - The board approved the acquisition of 100% equity in Fuyuan Yuneng New Energy Co., Ltd. from Yunnan Salt Industry Co., Ltd., with the acquisition price based on the audited net asset value of 3.9856 million yuan as of December 31, 2024 [7] - The board approved the acquisition of 100% equity in Yanshan Yunyang Co., Ltd. from Yunnan Salt Industry Co., Ltd., with the acquisition price based on the audited net asset value of 5.7089 million yuan as of December 31, 2024 [7]

Core Viewpoint - Yunnan Energy Investment Co., Ltd. has approved multiple investment projects and acquisitions during its sixth temporary meeting of the supervisory board in 2025, indicating a strategic focus on expanding its renewable energy portfolio and consolidating its subsidiaries [1][2]. Group 1: Meeting Details - The sixth temporary meeting of the supervisory board was held on August 13, 2025, with all five members present, ensuring compliance with the Company Law of the People's Republic of China and the company's articles of association [1]. - The meeting was chaired by Ms. Wang Qingyan, the chairman of the supervisory board [1]. Group 2: Resolutions Passed - The board approved the investment in the construction of a distributed photovoltaic project on the roof of the mail processing center in Nanhua County, with unanimous support [1]. - The board approved the investment in the construction of the Jiaozi photovoltaic power generation project by Huize Yuneng Clean Energy Co., Ltd., with unanimous support [1]. - The board approved the investment in the construction of the Pijia Daqiang photovoltaic power generation project by Huize Yuneng Clean Energy Co., Ltd., with unanimous support [1][2]. - The board approved adjustments to the estimated daily related transactions for 2025, with unanimous support [2]. - The board approved the acquisition of 100% equity in Huaping Yuneng New Energy Co., Ltd., with unanimous support [2]. - The board approved the acquisition of 100% equity in Yongsheng Yuneng New Energy Co., Ltd., with unanimous support [2]. - The board approved the acquisition of 100% equity in Fuyuan Yuneng New Energy Co., Ltd., with unanimous support [2]. - The board approved the acquisition of 100% equity in Yanshan Salt Industry Co., Ltd., with unanimous support [2].

证券日报网讯 8月14日晚间，云南能投发布公告称，公司董事会2025年第六次临时会议审议通过了《关 于投资建设南华县邮件处理中心生产楼屋顶分布式光伏项目的议案》等多项议案。 （文章来源：证券日报） ...

格隆汇8月14日丨云南能投(002053.SZ)公布，为紧紧把握战略发展机遇，促进公司新能源业务的做强做 优做大，同意会泽云能清洁能源有限公司(简称"会泽公司")投资建设披嘎打厂箐光伏发电项目，项目额 定容量35MW，项目总投资1.69亿元(含流动资金)。 ...

Core Viewpoint - Yunnan Energy Investment (002053.SZ) has been selected for the Changning Changtian Wind Farm and Zhongzhai Wind Farm projects, indicating a strategic move to enhance its renewable energy business [1] Group 1: Project Development - The company has received notification from its controlling shareholder, Yunnan Energy Investment Group, to establish a project company at the project site for the development of the wind projects [1] - The total installed capacity for the Changning Changtian Wind Farm and Zhongzhai Wind Farm projects is expected to be 81.25 MW [1] Group 2: Corporate Structure - The company’s board approved the acquisition of 100% equity in its wholly-owned subsidiary, Yunnan Salt Industry Yanshan Co., Ltd., which will now serve as the investment entity for the wind farm projects [1] - Following the completion of this acquisition, Yunnan Salt Industry Yanshan Co., Ltd. will transition from a wholly-owned subsidiary to a wholly-owned company of Yunnan Energy Investment [1]