Core Viewpoint - Yunnan Energy Investment (002053.SZ) is significantly expanding its wind power business by securing development rights for three wind farms, totaling an expected installed capacity of 312.5 MW, with a project completion timeline of 12 months [1][2]. Group 1: Project Development - The company has been awarded the development rights for three wind farms: the South Chong Wind Farm in Fuyuan, the Aguzai Wind Farm in Lijiang, and the Huaping West Wind Farm in Lijiang, with respective capacities of approximately 62.5 MW, 100 MW, and 150 MW [2]. - The project sites are noted for their favorable wind conditions, and the total construction period for all projects is estimated to be 12 months [2]. Group 2: Business Transformation - Yunnan Energy Investment, originally Yunnan Salt Chemical, transitioned into the renewable energy sector in 2019 by acquiring shares in a wind power company from its major shareholder, marking a strategic shift towards new energy development [1][4]. - The company aims to enhance its renewable energy capabilities, focusing on wind and solar power, which accounted for 34.45% of its total revenue in 2024 [4]. Group 3: Financial Performance - The company has experienced continuous growth in revenue and net profit over the past four years, with revenues increasing from 23.48 billion yuan in 2021 to 34.53 billion yuan in 2024, and net profits rising from 2.49 billion yuan to 6.75 billion yuan in the same period [5]. - In the first quarter of 2025, Yunnan Energy Investment reported total revenue of 9.54 billion yuan and a net profit of 2.21 billion yuan, reflecting ongoing growth in its asset scale, which reached 187.95 billion yuan by the end of Q1 2025 [6]. Group 4: Diversified Operations - Besides its renewable energy initiatives, the company is also involved in salt production and natural gas operations, with salt products generating 12 billion yuan in revenue in 2024, accounting for 34.86% of total revenue [6]. - The company is implementing a project to upgrade its salt production facility using energy-efficient technology, with a total investment of 448 million yuan [6].

Group 1 - Yunnan Energy Investment Co., Ltd. (the "Company") announced that its major shareholder, Yuntianhua Group Co., Ltd. ("Yuntianhua Group"), plans to issue non-public exchangeable bonds backed by a portion of its A-share stock holdings in the Company [1] - Yuntianhua Group intends to pledge 86,000,000 shares of the Company, which represents 49.86% of its total holdings and 9.34% of the Company's total shares, as collateral for the exchangeable bonds [1] - The pledge is aimed at ensuring the timely repayment of the principal and interest of the exchangeable bonds, and it does not involve any major asset restructuring or performance compensation obligations [1][3] Group 2 - As of the announcement date, the total pledged shares by Yuntianhua Group and its concerted actors are detailed, indicating the extent of share pledges and their implications for the Company's capital structure [2][3] - The Company will continue to monitor the progress of the bond issuance and will comply with relevant disclosure obligations if any changes in shareholding occur that meet regulatory thresholds [3][4]

证券代码：002053 证券简称：云南能投 公告编号：2025-079 云南能源投资股份有限公司 关于持股 5%以上股东非公开发行可交换公司债券股份质押 完成的公告 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。 云南能源投资股份有限公司（以下简称"本公司"或"公司"）持股 5%以上股东云天 化集团有限责任公司（以下简称"云天化集团"）拟以其直接持有的本公司部分 A 股股票为 标的非公开发行可交换公司债券（以下简称"本次可交换债券"），详情见本公司于 2024 年 11 月 9 日 、 2025 年 4 月 18 日 在 《 证 券 时 报 》 《 中 国 证 券 报 》 和 巨 潮 资 讯 网 （http://www.cninfo.com.cn）所披露的《关于持股 5%以上股东拟非公开发行可交换公司债券 的提示性公告》（公告编号：2024-127）、《关于持股 5%以上股东拟非公开发行可交换公司 债券获深圳证券交易所无异议函的提示性公告》（公告编号：2025-059）。为保障本次可交 换债券持有人交换标的股票或本次可交换债券本息按照约定如期足额兑付，云天化集 ...

Group 1 - Yunnan Energy Investment has won the development rights for three wind power projects, with a total installed capacity of 312.5 MW, which will enhance the company's renewable energy scale and market position [1] - The projects are located in Fuyuan County and Lijiang City, and their implementation requires government approval and related assessments [1] - The future operating performance of these projects may be influenced by national policies and industry conditions, indicating potential uncertainties [1] Group 2 - The first fixed-pile offshore photovoltaic project in China, the CGN Zhaoyuan 400 MW offshore photovoltaic project, has been fully operational, marking a significant breakthrough in the offshore photovoltaic sector [2] - The project, located in the Laizhou Bay sea area of Shandong, covers a total sea area of 512.7 hectares and is expected to generate nearly 700 million kWh annually, equivalent to reducing coal consumption by approximately 208,700 tons and cutting CO2 emissions by about 535,800 tons [2] - This achievement demonstrates China's innovation capabilities and technological progress in renewable energy, contributing to energy structure transformation and green development [2] Group 3 - A nationwide blackout in Portugal on April 28 may have caused economic losses exceeding 2 billion euros, with 99% of surveyed companies reporting impacts [3] - The survey revealed that 71% of companies were unable to operate normally due to the blackout, and 57% lacked emergency power systems, highlighting the vulnerability of Portugal's energy infrastructure [3] - The incident underscores the need for countries to strengthen energy infrastructure and emergency management to mitigate economic impacts from similar events [3]

Group 1 - China Merchants Industry announced the termination of the restructuring and spin-off of its subsidiaries, China Merchants Jinling and China Merchants Roll-on Roll-off, due to a lack of consensus on transaction terms and changes in market conditions [2] - Sichuan Road and Bridge is planning a related party transaction to acquire 100% equity and debt rights of Chengdu New Road and Bridge Machinery Co., which is expected to be a related party transaction but not a major asset restructuring [2] - Guotai Junan Securities plans to increase its capital by 1.5 billion yuan to Guotai Junan Futures Co., Ltd. to supplement its net capital [5] Group 2 - Innovation New Materials intends to register and issue short-term financing bonds not exceeding 500 million yuan and medium-term notes not exceeding 1.5 billion yuan to enhance liquidity management [3] - Gree Electric's wholly-owned subsidiary plans to sell 5.9088% equity of Winshang Technology for 62.6333 million yuan, which will improve asset liquidity and cash flow [4] - Yapu Co. plans to purchase approximately 54.5% of Winshang Technology for about 578 million yuan to accelerate its strategic development in key automotive components [6] Group 3 - Deep Highway announced that Yunshan Capital increased its holdings in the company's H-shares by 10.81 million shares, bringing its total shareholding to 254 million shares, accounting for 10% of the total share capital [7] - Aichuang Data plans to procure servers worth up to 4 billion yuan to provide computing power leasing services [8] - Luoping Zinc Electric is transferring 22.4% of its shares to Qujing Development Investment Group, with trading suspension starting from May 28 due to control change planning [9] Group 4 - Zhongke Haixun signed a contract for an information processing subsystem procurement project worth 163 million yuan [10] - Enhua Pharmaceutical's associate company Jiangsu Haoxin Qing plans to go public overseas to expand financing channels and is establishing a red-chip structure [11] - Yunnan Energy Investment has been awarded the development rights for three wind farm projects, including the Fuyuan Nanchong Wind Farm [13]

Core Viewpoint - Yunnan Energy Investment (002053) has been selected as the winning bidder for three wind power projects, enhancing its position in the renewable energy sector [1] Project Details - The company has received notification from the Energy Bureau of Fuyuan County and the Development and Reform Commission of Lijiang City regarding the successful bid for the following wind power projects: - Fuyuan South Chong Wind Power Plant with an expected installed capacity of approximately 62.5 MW - Lijiang Yongsheng County Aguzi Wind Power Plant with an expected installed capacity of approximately 100 MW - Lijiang Huaping County Huaping West Wind Power Plant with an expected installed capacity of approximately 150 MW [1] Impact on Company - The total expected installed capacity for the three projects is 312.5 MW, which is anticipated to enhance the company's renewable energy capacity, market position, and operational performance [1] - The total construction period for all projects is estimated to be 12 months, indicating a swift timeline for project execution [1]

证券代码：002053 证券简称：云南能投 公告编号：2025-078 云南能源投资股份有限公司 关于获得富源县南冲风电场等 3 个风电场项目开发权的公告 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。 云南能源投资股份有限公司（以下简称"公司"）于日前收到富源县能源局、丽江市 发展和改革委员会中标/中选通知书，确定公司为富源县南冲风电场、丽江市永胜县阿谷子 风电场及丽江市华坪县华坪西风电场社会投资人公开优选的中标单位/中选人，公司获得富 源县南冲风电场、丽江市永胜县阿谷子风电场及丽江市华坪县华坪西风电场项目开发权。 具体情况公告如下： 一、项目概况 （一）富源县南冲风电场 公司本次中标/中选 3 个风电场项目，交易对手方为富源县能源局、丽江市发展和改革 委员会。最近一个会计年度，公司与富源县能源局、丽江市发展和改革委员会未发生类似 业务。公司与富源县能源局、丽江市发展和改革委员会不存在关联关系。 三、对公司的影响 公司本次获得上述 3 个风电场项目开发权，预计总装机规模 312.5MW，有利于公司紧 1 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 ...

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 2025 年 5 月 27 日接到持股 5%以 上股东云南能投新能源投资开发有限公司通知，获悉其将所持有公司的部分股份办理了质押 和解除质押，具体事项如下： 证券代码：002053 证券简称：云南能投 公告编号：2025-077 云南能源投资股份有限公司 关于持股 5%以上股东部分股份质押及解除质押的公告 | | | | 本次质押 | 本次质押 | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 及解除质 | 及解除质 | 占其所 | 占公司 | | 占已 | 未质押 | | | 股东名称 | 持股数量 | 持股比例 | 押前质押 | 押后质押 | 持股份 | 总股本 | 已质押股份限 | | 股份限 | 占未质 | | | （股） | | 股份数量 | 股份数量 | 比例 | 比例 | 售和冻结数量 | 质 ...

Core Viewpoint - The announcement details the completion of a capital increase and related party transaction involving Yunnan Energy Investment Co., Ltd.'s subsidiary, Yunnan Natural Gas Co., Ltd., and Yunnan Shale Gas Exploration and Development Co., Ltd. This transaction is expected to enhance the company's resource allocation and core competitiveness while facilitating the integrated development of the natural gas industry chain [1][4]. Group 1: Transaction Overview - The board of directors and shareholders approved the capital increase and related party transaction at their respective meetings [1]. - As of April 30, 2025, Yunnan Natural Gas Co., Ltd. has completed changes to its articles of association, shareholder register, and governance structure, allowing Yunnan Shale Gas Co. to control its financial and operational policies [1][2]. Group 2: Changes in Company Structure - The companies completed business registration changes on May 16 and May 23, 2025, including changes in registered capital and ownership structure [2]. - The registered capital of Yunnan Shale Gas Co. increased from 1000 million RMB to 2691.76 million RMB, while Yunnan Natural Gas Co.'s registered capital was adjusted accordingly [2]. Group 3: Financial Impact - Key financial metrics for Yunnan Natural Gas Co. show that its revenue was 102,087.13 million RMB, accounting for 29.56% of the listed company's total revenue [5]. - The total assets of Yunnan Natural Gas Co. were 478,178.01 million RMB, representing 25.51% of the listed company's total assets [5]. Group 4: Future Commitments and Strategic Benefits - Yunnan Shale Gas Co. and Yunnan Energy Investment Group committed to providing new guarantees to ensure the repayment of existing debts related to the guarantees provided by the company [8]. - The transaction is expected to optimize resource allocation, enhance core competitiveness, and support the integrated development of the natural gas industry chain, benefiting the company's future growth [8].

证券代码：002053 证券简称：云南能投 公告编号：2025-076 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暨关联交易完成的公告 本公司及董事会全体成员保证信息披露内容真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 一、关联交易概述 2025年3月21日、4月8日，云南能源投资股份有限公司（以下简称"公司"或"上 市公司"）董事会2025年第三次临时会议、公司2025年第三次临时股东会分别审议通过 了《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 资暨关联交易的议案》。《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暨关联交易的公告》（公告编号：2025-031）、《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暨关联交易 完成评估备案的公告》（公告编号：2025-050）详见2025年3月22日、4月4日的《证券 时报》《中国证券报》和巨潮资讯网（http://www.cninfo.com.cn）。 | 公司 | | 币元 | 币元；云南能源投资 ...