每经AI快讯，有投资者在投资者互动平台提问：今年已经8月了，67万装机任务只完成了不到十分之 一，距离去年预计的10月份全部投产只剩两个月了。为何装机会这么慢，中间有哪些流程拖延时间比较 久？导致装机较慢？ 云南能投（002053.SZ）8月12日在投资者互动平台表示，影响项目推进的主要因素包括用地手续办理 等，同时雨季影响项目现场施工。公司全力推进67万千瓦风电扩建项目建设，争取早日完建投运，其中 永宁风电场扩建项目首批风机已于2025年8月9日实现并网发电。 （文章来源：每日经济新闻） ...

证券代码：002053 证券简称：云南能投 公告编号：2025-091 云南能源投资股份有限公司 关于所属公司获得国家可再生能源电价附加资金补助的自愿 性信息披露公告 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、基本情况 云南能源投资股份有限公司（以下简称"公司"）的全资子公司石林云电投 新能源开发有限公司、会泽云能投新能源开发有限公司、马龙云能投新能源开 发有限公司、大姚云能投新能源开发有限公司及控股子公司泸西县云能投风电 开发有限公司于 2025 年 8 月 8 日收到云南电网有限责任公司根据《财政部国家 第七批）的通知》拨付的可再生能源电价附加资金补助合计 272,051,149.01 元。 截至目前，公司所属公司 2025 年度累计获得国家可再生能源电价附加资金补助 总计 281,059,897.97 元。具体如下： | | | 本次收到国家可再生能源 | 2025 | 年度截至目前累计 | | --- | --- | --- | --- | --- | | | 公司名称 | 电价附加资金补助金额 | | 获得国家可再生能源电价 | | | | ...

Group 1 - The core revenue composition of Yunnan Energy Investment for the year 2024 is as follows: electricity accounts for 34.45%, natural gas for 28.11%, food for 20.22%, chemicals for 14.64%, and other businesses for 2.58% [1] Group 2 - Yunnan Energy Investment announced on August 11 that its wholly-owned subsidiaries and a controlling subsidiary received a total of approximately 272 million yuan in renewable energy price subsidy funds from Yunnan Electric Power Grid Co., Ltd. on August 8, 2025 [3]

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、基本情况 云南能源投资股份有限公司（以下简称"公司"）的全资子公司石林云电投 新能源开发有限公司、会泽云能投新能源开发有限公司、马龙云能投新能源开 发有限公司、大姚云能投新能源开发有限公司及控股子公司泸西县云能投风电 开发有限公司于 2025 年 8 月 8 日收到云南电网有限责任公司根据《财政部国家 发展改革委国家能源局关于公布可再生能源电价附加资金补助目录（第一批至 第七批）的通知》拨付的可再生能源电价附加资金补助合计 272,051,149.01 元。 截至目前，公司所属公司 2025 年度累计获得国家可再生能源电价附加资金补助 总计 281,059,897.97 元。具体如下： | 序号 | 公司名称 | 本次收到国家可再生能源 | 2025 年度截至目前累计 | | --- | --- | --- | --- | | | | 电价附加资金补助金额 | 获得国家可再生能源电价 | | | | （元） | 附加资金补助金额（元） | | 1 | 石林云电投新能源开发有限公司 | 42,978,441.5 ...

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"）全资子公司红河云能投新能源开发有限公司投资建设的 永宁风电场扩建项目（泸西片区）首批2台、装机容量合计1.25万千瓦风力发电机组和全资子公司弥勒 云能投新能源开发有限公司投资建设的永宁风电场扩建项目（弥勒片区）首批3台、装机容量合计2.145 万千瓦风力发电机组于2025年8月9日实现并网发电。至此，公司已投产发电的风电总装机容量增加至 185.435万千瓦，公司已投产发电的新能源（包括风电和光伏）总装机容量达到203.035万千瓦。 登录新浪财经APP 搜索【信披】查看更多考评等级 一、项目基本情况 （一）永宁风电场扩建项目（泸西片区） 永宁风电场扩建项目（泸西片区）位于云南省红河州泸西县西南、中部及东北部区域，项目总装机容量 23.5万千瓦。根据可研报告，项目全容量投产后年上网电量51,806万千瓦时，年等效满负荷小时数 2,205h。 2024年12月12日，公司收到《云南省发展和改革委员会关于红河州永宁风电场扩建项目（泸西片区）核 准的批复》（云发改能源〔202 ...

Core Viewpoint - Yunnan Energy Investment Co., Ltd. has successfully connected the first batch of wind turbines from the Yongning Wind Farm expansion projects in Luxi and Mile to the grid, contributing to the company's total installed capacity of renewable energy [1][3][4] Project Overview - The Yongning Wind Farm expansion project in Luxi has a total installed capacity of 235,000 kW, with the first two wind turbines having a combined capacity of 12,500 kW, expected to generate an annual electricity output of 51,806 million kWh [1][2] - The Yongning Wind Farm expansion project in Mile has a total installed capacity of 230,000 kW, with the first three wind turbines having a combined capacity of 21,450 kW, expected to generate an annual electricity output of 52,900 million kWh [2][3] Impact on the Company - The completion and grid connection of the wind farm expansion projects align with national and provincial energy development strategies, enhancing the company's renewable energy capacity and core competitiveness, and positively impacting the company's operational performance in 2025 [3][4] - The projects are expected to contribute to local economic development and support Yunnan Province's carbon neutrality goals [3]

Corporate Changes - Jiachuan Vision's actual controller is set to change to Mao Guangfu and Li Li couple, with stock resuming trading on August 11 [3] - *ST Sailong announced that due to a change in control, the chairman and several executives have resigned [5] Nuclear Power Development - China Nuclear Power announced that the first concrete for the nuclear island of the Zhejiang Jin Qimen Nuclear Power Plant Unit 1 was poured on August 10, 2025, with a capacity of 1.215 million kilowatts [4] Renewable Energy Expansion - Yunnan Energy Investment reported that the first batch of wind turbines for the Yongning Wind Farm expansion project has been connected to the grid, increasing total installed capacity to 1.85435 million kilowatts [6] New Projects - Chunguang Technology plans to invest up to 1 billion yuan in a new project to produce 8 million clean electrical appliances annually [7] - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of a new drug, Ziying Granules, for treating pelvic inflammatory disease [8] Financial Performance - Changqing Co. reported a net profit of 42.28 million yuan for the first half of 2025, a year-on-year increase of 117.75% [10] - Yanjing Beer achieved a net profit of 1.103 billion yuan in the first half of 2025, up 45.45% year-on-year [12] - Industrial Fulian reported a net profit of approximately 12.113 billion yuan, a 38.61% increase year-on-year [13] - Kaipu Testing's net profit increased by 3.73% year-on-year, with a proposed cash dividend of 3 yuan per 10 shares [14] - Jinghua New Materials reported a net profit of 37.67 million yuan, a decrease of 7.3% year-on-year [15] - Baiwei Storage reported a net loss of 226 million yuan in the first half of 2025, compared to a profit of 283 million yuan in the same period last year [16] - Xintian Green Energy's power generation in July increased by 9.32% year-on-year [17] Shareholding Changes - Lu Wei Optoelectronics' actual controller and major shareholders committed not to reduce their holdings within six months [19] - Liyang Chip's shareholders plan to collectively reduce their holdings by up to 3.94% [20] - Longlide's shareholder plans to reduce holdings by up to 1.9% [21] - Yinbao Shanneng's shareholder plans to reduce holdings by up to 1.54% [22] - Heda Technology's shareholder plans to reduce holdings by up to 1.1% [23] - Huizhiwei's shareholder plans to reduce holdings by up to 1% [24] - Nanjing Julong's specific shareholder plans to reduce holdings by 0.87% [25] - Furan Energy's shareholder plans to reduce holdings by up to 0.37% [26] - Xingrui Technology's shareholders plan to reduce holdings by up to 497,000 shares [27] - Mengjie Co.'s general manager plans to reduce holdings by up to 80,110 shares [28] - Yuanda Holdings' vice chairman plans to reduce holdings by 80,000 shares [29] - Henghua Technology's director plans to reduce holdings by up to 92,800 shares [30] - Silicon Treasure Technology's executives plan to reduce holdings by up to 77,300 shares [31]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) announced the successful grid connection of the first batch of wind turbines from its Yongning Wind Power Plant expansion projects, significantly increasing its total installed capacity of renewable energy [1] Group 1: Project Details - The Yongning Wind Power Plant expansion in the Luxi area includes two wind turbines with a total installed capacity of 12.5 MW, while the expansion in the Mile area includes three turbines with a total capacity of 21.45 MW [1] - The total installed capacity of the company's operational wind power has now reached 1,854.35 MW, and the total capacity of all renewable energy sources, including wind and solar, has reached 2,030.35 MW [1] Group 2: Strategic Importance - The expansion projects are aligned with national and Yunnan provincial energy development strategies, contributing to the establishment of a new power system dominated by renewable energy [1] - The projects are expected to enhance the company's core competitiveness and support the achievement of its "14th Five-Year Plan" strategic development goals, positively impacting the company's operational performance in 2025 [1] - The initiatives also play a significant role in promoting local economic development and assisting Yunnan Province in achieving its dual carbon goals [1]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) announced the successful grid connection of the first batch of wind turbines from its Yongning Wind Farm expansion projects, contributing to the company's total installed capacity of renewable energy [1] Group 1: Project Details - The Yongning Wind Farm expansion project in the Luxi area includes the installation of 2 wind turbines with a total capacity of 12.5 MW [1] - The Yongning Wind Farm expansion project in the Mile area includes the installation of 3 wind turbines with a total capacity of 21.45 MW [1] - The total installed capacity of wind power that has been put into operation by the company now stands at 1,854.35 MW [1] Group 2: Strategic Importance - The expansion projects align with national and Yunnan provincial energy development strategies, promoting a new power system centered on renewable energy [1] - The projects are expected to enhance the company's core competitiveness and contribute positively to its operational performance in 2025 [1] - The initiatives also support local economic development and assist in achieving Yunnan Province's dual carbon goals [1] Group 3: Overall Capacity - The total installed capacity of renewable energy (including wind and solar) for the company has reached 2,030.35 MW [1]

Core Viewpoint - Yunnan Energy Investment announced the successful grid connection of two wind power projects, increasing its total installed capacity of wind power to 1.85435 million kilowatts and total renewable energy capacity to 2.03035 million kilowatts [1] Group 1 - The first phase of the Yongning Wind Power Plant expansion project in the Luxi area includes two wind turbines with a total installed capacity of 12.5 megawatts [1] - The first phase of the Yongning Wind Power Plant expansion project in the Mile area includes three wind turbines with a total installed capacity of 21.45 megawatts [1] - The company’s total installed capacity of wind power has now reached 1.85435 million kilowatts [1] Group 2 - The total installed capacity of renewable energy, including wind and solar power, has reached 2.03035 million kilowatts [1]