Core Points - Yunnan Energy Investment Co., Ltd. has announced that its wholly-owned subsidiary, Anning Yunnan Energy Storage Technology Co., Ltd., has completed the registration change, increasing the investment amount from 1 million RMB to 373 million RMB, with the registered capital changing accordingly to 373 million RMB [1] - Additionally, the wholly-owned subsidiary Huize Yunnan Clean Energy Co., Ltd. has also completed the registration change, with the investment amount increased from 1 million RMB to 82.1 million RMB, leading to a corresponding change in registered capital to 82.1 million RMB [1]

证券代码：002053 证券简称：云南能投 公告编号：2025-145 云南能源投资股份有限公司 关于全资子公司完成工商登记变更的公告 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。 一、概述 2025年10月15日，云南能源投资股份有限公司（以下简称"公司"）董事会2025年第八 次临时会议审议通过了《关于对全资子公司安宁云能投储能科技有限公司增资的议案》《关 于收购全资孙公司会泽云能清洁能源有限公司100%股权并向其增资的议案》。具体情况详见 公司于2025年10月17日在《证券时报》《中国证券报》及巨潮资讯网（http://www.cninfo.com.cn） 所披露的相关公告。 （一）安宁云能投储能科技有限公司完成工商登记变更情况 安宁云能投储能科技有限公司于日前完成了相关工商登记变更手续，并领取了安宁市市 场监督管理局换发的《营业执照》。具体变更情况如下： | 变更事项 | 变更前内容 | | 变更后内容 | | --- | --- | --- | --- | | 投资人变更（包括出 | | | | | 资额、出资方式、出 | 云南能源投资股份有限公 ...

| 序 | 购买主 | | | 产品代 | 投资金 | | | 资金 | 预计年化收 | 实际收益 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 体 | 产品名称 | 产品类型 | 码 | 额（万 | 起息日 | 到期日 | 来源 | 益率 | （万元） | | | | | | | 元） | | | | | | | | 云南能 | 聚赢黄金- | | | | | | | | | | | | 挂钩黄金 | 结构性存 | | | | | 闲置 | | | | | 源投资 | | | SDGA2 | | 2025/9/ | 2025/1 | | | | | 1 | | AU9999看 | 款（保本浮 | | 10,000 | | | 募集 | 0.95%-1.95% | 30.24 | | | 股份有 | | | 53714Z | | 23 | 1/24 | | | | | | | 涨三元结构 | 动收益型） | | | | | 资金 | | | | | 限公司 | | | | | | | | | | | | ...

Core Viewpoint - The electricity sector experienced a decline of 0.35% on the trading day, with Lianmei Holdings leading the losses, while the Shanghai Composite Index rose by 0.05% and the Shenzhen Component Index increased by 0.37% [1][2]. Group 1: Market Performance - The closing price of Lianmei Holdings was 8.16, down by 9.13%, with a trading volume of 456,800 shares and a transaction value of 379 million yuan [2]. - The top gainers in the electricity sector included: - Chenzhou International Electric Power, closing at 8.93, up by 4.69% [1]. - Huami Environmental Energy, closing at 16.82, up by 4.34% [1]. - Tianfu Energy, closing at 8.51, up by 4.03% [1]. - The overall trading volume in the electricity sector showed a net outflow of 928,000 yuan from main funds, while retail investors saw a net outflow of 264 million yuan [2][3]. Group 2: Fund Flow Analysis - Major net inflows were observed in: - Huaneng International with a net inflow of 66.58 million yuan, accounting for 13.90% of the total [3]. - Zhejiang Energy Power with a net inflow of 52.18 million yuan, representing 15.73% [3]. - Conversely, significant net outflows were noted in: - Retail investors in Huaneng Water Power, with a net outflow of 38.43 million yuan, which is 13.87% of the total [3]. - Tianfu Energy, with a net outflow of 36.28 million yuan, accounting for 8.34% [3].

转自：证券时报 人民财讯11月23日电，云南能投近日在路演活动中表示，截至2025年10月，公司并网装机规模已达到 225.725万千瓦，在建项目装机总容量约50万千瓦，筹建项目装机总容量约50万千瓦。在建项目计划于 2025年四季度及2026年一季度相继投产。与此同时，公司将持续加大资源排查力度，加强后续新能源项 目资源获取。 ...

Group 1: Company Development Highlights - The installed capacity of the company reached 225.725 MW by October 2025, with approximately 50 MW under construction and another 50 MW planned [3][6] - The company achieved a renewable energy sales volume of 25.44 billion kWh in the first three quarters of 2025, saving 20.70 million tons of standard coal and reducing CO2 emissions by 53.82 million tons [3] - The company was awarded the "Best Practice Case for Sustainable Development" by the Association of Listed Companies in 2025 [3] Group 2: Future Outlook - The company plans to continue focusing on green, market-oriented, integrated, and intelligent strategies to enhance efficiency and effectiveness [5] - The National Energy Administration's recent guidelines aim to promote the integration of renewable energy, establishing a multi-level consumption and regulation system by 2030 [4] Group 3: Financial Performance - The company experienced a revenue decline of approximately 4.38 billion CNY, leading to a 25.54% year-on-year drop in revenue due to the exclusion of natural gas operations from consolidation [6] - The cash flow from operating activities reached 1.228 billion CNY in the first three quarters of 2025, a 39.21% increase year-on-year [6] Group 4: Strategic Projects - The Kunming Anning 350 MW compressed air energy storage project has a total investment of 1.87167 billion CNY and is expected to enhance the company's renewable energy ecosystem [8] - The project aims to provide grid peak regulation and facilitate large-scale integration of renewable energy [9] Group 5: Market Position and Competitive Advantage - The company benefits from favorable policies and geographical advantages, with wind power utilization hours consistently above the national average [11][12] - The financing cost is currently controlled within 3%, ensuring robust financial health [9]

Core Viewpoint - The food and beverage sector demonstrates resilience amid market corrections, with the food ETF (515710) showing fluctuations in performance, reflecting the overall market sentiment [1][3]. Group 1: Market Performance - The food and beverage sector ranks among the top three in performance across 30 CITIC primary industries, despite a broader market downturn [1]. - The food ETF (515710) experienced a decline of 1.29% by the end of the trading day, after an initial rise [1][2]. - Key stocks such as Yunnan Energy Investment fell by 7.73%, while others like Jiu Gui Jiu and Jin Da Wei dropped over 4%, negatively impacting the sector's overall performance [1][2]. Group 2: Sales and Demand Insights - Recent research indicates that Moutai 1935 has seen over 20% year-on-year sales growth in several markets since Q3, with some areas reporting growth exceeding 30% [1][3]. - High opening rates and positive feedback from distributors suggest strong recognition of the product in both distribution and consumer channels [3]. Group 3: Valuation and Investment Opportunities - The food and beverage sector is currently at a historical low in terms of valuation, presenting a potential opportunity for left-side positioning [3]. - As of November 20, the food ETF's underlying index had a price-to-earnings ratio of 21, placing it in the lower 10.2% percentile over the past decade, indicating favorable long-term investment potential [3]. - Analysts predict that the food and beverage sector will experience a shift from valuation recovery to performance-driven growth starting in 2026, with expectations of improved earnings across various segments [4]. Group 4: Sector Composition and Focus - The food ETF (515710) tracks the CSI sub-index for the food and beverage industry, with approximately 60% of its holdings in leading high-end and mid-range liquor stocks, and nearly 40% in other segments like beverages and dairy [5]. - Key stocks in the ETF include major brands such as Moutai, Wuliangye, and Yili, indicating a strong focus on established market leaders [5].

格隆汇11月20日丨云南能投(002053.SZ)在投资者互动平台表示，云南能投硅材科技发展有限公司为本 公司控股股东能投集团的下属公司，与本公司无股权关系。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 云南能源投资股份有限公司（以下简称"公司"）于日前收到会泽县发展和改革局中标通知书，确定公司 为会泽县大竹山风电场项目投资开发主体的中标人。具体情况公告如下： 一、项目概况 该项目位于云南省曲靖市会泽县娜姑镇东侧附近，场址成风条件较好，具备布置风机的条件，预计装机 容量2.5万千瓦。 二、交易对手方介绍 公司本次中标会泽县大竹山风电场项目，交易对手方为会泽县发展和改革局。 最近一个会计年度类似业务情况：公司于2024年12月获得会泽县轿子光伏发电项目、披嘎打厂箐光伏发 电项目开发权，公司于2024年12月4日披露了《关于获得会泽县85MW光伏发电项目开发权的公告》 （公告编号：2024-146）。 公司与会泽县发展和改革局不存在关联关系。 三、对公司的影响 公司本次获得会泽县大竹山风电场项目开发权，有利于公司紧抓战略机遇，积极践行国家和云南省能源 发展战略，加快绿色能源建设步伐，提升公司新能源装机规模、市场地位和经营业绩，促进公司新能源 业务的做强做优做大，推动公 ...

Core Points - Two companies, Huiyuan Communication and Hualan Group, are undergoing changes in control and will resume trading on November 19, 2025 [2][3] - Aik Shares is planning to issue shares to acquire assets and will be suspended from trading starting November 19, 2025 [5] - ST Zhengping's stock has seen a significant increase of 221.93% from September 1 to November 18, 2025, leading to a suspension for verification [6] - Tianyima plans to acquire 98.5632% of Xingyun Kaiwu for 1.1885 billion yuan and will issue shares to raise up to 155 million yuan [9] Group 1: Control Changes - Huiyuan Communication plans to issue up to 53.65 million shares at 11.37 yuan per share, raising a total of up to 610 million yuan, with the proceeds used for working capital [2] - Hualan Group's actual controllers will transfer a total of 851.13 million shares (5.79% of total shares) to Xutong Investment at a price of 20.41 yuan per share, totaling 174 million yuan [3] Group 2: Suspensions and Resumptions - Aik Shares will be suspended from trading as it plans to issue shares and cash to acquire Dongguan Silicon Xiang Insulation Materials Co., Ltd. [5] - ST Zhengping's stock will be suspended for verification due to its stock price significantly deviating from fundamentals [6] - ST Dongyi has completed its verification work and will resume trading on November 19, 2025 [11] Group 3: Major Asset Restructuring - Tianyima is planning a major asset restructuring by acquiring a majority stake in Xingyun Kaiwu for 1.1885 billion yuan [9] - Meng Tian Home has terminated its asset restructuring and control change plans, leading to its resumption of trading [9] Group 4: Fundraising Activities - Jin An Guo Ji plans to raise up to 1.29995 billion yuan through a private placement for a high-grade copper-clad laminate project [9] - Wan Tong Technology is also planning a private placement to raise up to 920 million yuan for working capital [9]