证券代码：002053 证券简称：云南能投 公告编号：2025-090 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。 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〔2024〕1014号）。2024年12月13日 ...

Core Insights - The company announced that its wholly-owned subsidiaries, Honghe Yuneng Investment New Energy Development Co., Ltd. and Mile Yuneng Investment New Energy Development Co., Ltd., have completed the first batch of wind turbines for the Yongning Wind Farm expansion project, which began generating power on August 9, 2025 [1] Group 1 - The Yongning Wind Farm expansion project in the Luxi area includes the installation of 2 wind turbines with a total capacity of 12.5 megawatts [1] - The Yongning Wind Farm expansion project in the Mile area includes the installation of 3 wind turbines with a total capacity of 21.5 megawatts [1] - The company's total installed wind power capacity has increased to 1,854,400 kilowatts, while the total installed capacity for renewable energy (including wind and solar) has reached 2,030,300 kilowatts [1]

云南能投（SZ 002053，收盘价：10.71元）发布公告称，2025年8月8日上午10:10~11:30，云南能投接受 国联民生证券调研，公司副总经理、董事会秘书李政良等人参与接待，并回答了投资者提出的问题。 （文章来源：每日经济新闻） 2024年1至12月份，云南能投的营业收入构成为：电力占比34.45%，天然气占比28.11%，食品占比 20.22%，化工占比14.64%，其他业务占比2.58%。 ...

Group 1: Salt Production and Profitability - The company's actual salt production capacity is 1.8 million tons per year, with 346,000 tons of edible salt and 1,319,000 tons of industrial salt expected in 2024. The gross margin for industrial salt is approximately 20% [1][2] - The seasonal sales characteristics of edible salt are influenced by consumer purchasing habits [3] Group 2: Renewable Energy Projects and Performance - In 2025, the company is focusing on the expansion of a 670,000 kW wind power project and an 85,000 kW photovoltaic project, with the 50,000 kW photovoltaic project already connected to the grid as of April 30, 2025 [2] - The average utilization hours for wind power from 2022 to 2024 are 2,533.35 hours, 2,781.26 hours, and 2,489.69 hours respectively [3] Group 3: Financial Performance and Dividends - The cash dividend for the year 2023 accounted for 30.55% of the net profit attributable to shareholders, while the expected figure for 2024 is 45.01%. The company aims to continue a positive and stable dividend policy to enhance shareholder value [4] Group 4: Seasonal Variability and Storage Solutions - The company experiences seasonal performance fluctuations in wind power generation, with a strong wind season from November to May and a weak wind season from June to October [3] - The 350 MW compressed air energy storage project in Kunming has completed feasibility studies and technical evaluations [3]

证券代码：002053 证券简称：云南能投 公告编号：2025-089 云南能源投资股份有限公司 关于以控股子公司云南省天然气有限公司股权向云南省页岩气勘探开发 有限公司增资被动形成关联担保的进展公告 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、担保情况概述 （一）公司为玉溪公司应急气源储备站项目贷款提供担保的进展情况 招商银行昆明分行于 2025 年 5 月 27 日出具《关于云南能源投资股份有限公司解除连带 保证责任的情况说明》，主要内容如下： 公司为玉溪公司在招商银行昆明分行《固定资产借款合同》项下债务提供连带责任保证 （《最高额不可撤销担保书》编号:870719D1GD00001）。《固定资产借款合同》于 2019 年 4 月 16 日签订，合同编号为 870719DGD00001，贷款本金 150,000,000.00 元，招商银行昆明 分行累计向玉溪公司发放贷款本金人民币 149,985,686.96 元，玉溪公司已于 2025 年 4 月 3 日将《固定资产借款合同》项下债务全部清偿，招商银行昆明分行已在系统内进行了额度中 止及额度项下的 ...

Core Viewpoint - Yunnan Energy Investment Group's subsidiary, Yuneng Silicon Material, has successfully developed and mass-produced low-cyclic vinyl silicone oil, enhancing its "Niu Yun" brand with an annual production capacity of 5,000 tons [1] Group 1: Market Pain Points and R&D - The high cyclic content in traditional vinyl silicone oil necessitates energy-intensive secondary vulcanization processes and affects the performance of downstream products, making it difficult to comply with EU REACH and RoHS environmental regulations [2] - In response to the urgent demand for ultra-pure, low-volatile, and high-stability materials in sectors like electronic packaging and biomedical applications, Yuneng Silicon Material upgraded its fully automated dimethyl silicone oil production line to produce low-cyclic vinyl silicone oil [2] - The upgrade achieved three main goals: enhanced process stability and product consistency through automated control, increased production capacity to meet or exceed the 5,000-ton design target, and ensured stable output of high-quality low-viscosity (1,000-20,000 mPa.s) and low-volatile (<0.1%) vinyl silicone oil [2] Group 2: R&D Journey - The R&D journey for low-cyclic vinyl silicone oil began in December 2024 and culminated in successful development by June 30, 2025, led by a six-member team at the Qujing branch [3] - The team faced numerous challenges, including extensive catalyst screening and optimization of polymerization processes, requiring hundreds of data validations and thousands of adjustments to parameters [3] - The successful production of the first batch of qualified silicone oil marked a significant achievement, reflecting the team's perseverance and commitment to high-end product development [3] Group 3: Strategic Empowerment and Product Advantages - The successful mass production of low-cyclic vinyl silicone oil has become a flagship product in the company's high-end strategy, offering core advantages such as ultra-purity (cyclic content <300 ppm), ultra-low volatility (<0.1%), excellent thermal stability (withstanding temperatures from -50°C to 250°C, and some models exceeding 300°C), and narrower molecular weight distribution [4] - This product provides ideal foundational material solutions for high-end electronic packaging, biomedical materials, high-temperature lubrication, precision manufacturing, high-performance material modification, and liquid silicone rubber (LSR) injection molding [4] Group 4: Commitment to Quality and Innovation - As a core enterprise in the organic silicone materials sector in Yunnan Province, Yuneng Silicon Material is dedicated to providing high-quality and environmentally friendly solutions through technological innovation and lean production [6] - The company aims to enhance its core competitiveness by focusing on cost reduction, product quality improvement, and new product development, continuously launching superior and more environmentally friendly low-cyclic products [6]

格隆汇7月30日丨云南能投(002053.SZ)于近期投资者关系活动表示，公司新能源集控中心目前已实现硬 件与数据双落地，未来公司将通过新能源集控中心进一步加强已投运项目的精细化运营管理水平和成本 控制。 ...

格隆汇7月30日丨云南能投(002053.SZ)于近期投资者关系活动表示，空气压缩储能转换效率在70%左 右。 ...

格隆汇7月30日丨云南能投(002053.SZ)于近期投资者关系活动表示，公司新能源集控中心目前已实现硬 件与数据双落地，未来公司将通过新能源集控中心进一步加强已投运项目的精细化运营管理水平和成本 控制。 ...

格隆汇7月30日丨云南能投(002053.SZ)于近期投资者关系活动表示，空气压缩储能转换效率在70%左 右。 ...