Group 1 - The major shareholder, Yuntianhua Group, has completed the issuance of exchangeable bonds aimed at professional investors, receiving approval from the Shenzhen Stock Exchange [1][2] - The exchangeable bonds, named "25 YH KEB," have an issuance scale of 800 million RMB with a coupon rate of 0.10% and a maturity of 3 years [2] - The initial conversion price for the bonds is set at 16 RMB per share, with the conversion period starting 6 months after the issuance date [2]

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发行完成的公告 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"公司"或"本公司"）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"）面向专业投资者非公开发行可交换公司债 券已于 2025 年 4 月取得深圳证券交易所《关于云天化集团有限责任公司非公开发行可交换 公司债券符合深交所挂牌条件的无异议函》（深证函〔2025〕354 号），并于 2025 年 5 月 27 日办理了非公开发行可交换公司债券股份质押手续。具体内容详见公司于 2025 年 4 月 18 日、2025 年 5 月 29 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获深圳证券交易所无异议函 的提示性公告》（公告编号：2025-059）、《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》（公告编号：2025-079）。 证券代码：002053 ...

关于向参股公司所提供的委托贷款逾期的进展公告 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。 重要提示： 证券代码：002053 证券简称：云南能投 公告编号：2025-080 云南能源投资股份有限公司 公司持续开展上述委托贷款催收工作，天勐公司确认上述委托贷款债权事项属实，但由 于天勐公司在老挝投资的制盐生产装置因市场竞争激烈等原因长期处于停产状态，资金状况 日趋恶劣，截至目前天勐公司仍无力偿还该项委托贷款及其他股东按股权比例以同等条件向 其提供的借款。鉴于天勐公司的实际情况和现实的经营困境，公司积极与天勐公司其他股东 等相关方就天勐公司开展债转股、资产重整、股权转让或清算等方案开展沟通，均未能达成 一致。 三、对公司的影响 受市场竞争激烈等因素影响，天勐公司在老挝投资的制盐生产装置基本处于停产状态， 资金周转困难，公司预计短期内难以收回该委托贷款，2015年11月该项委托贷款到期后公司 将其转入其他应收款并采取措施积极追偿，同时自2015年起按账龄计提坏账准备，账龄自 2013年11月委托贷款发放日起算，截至2018年9月上述委托贷款款项已全部计提了坏账准 ...

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].

| 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 | | | （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 ...

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]

云南能投（002053）公告，公司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。富源县南冲风电场预计装机规模约62.5MW，丽江市永胜县阿谷子风电场预计装 机规模约100MW，丽江市华坪县华坪西风电场预计装机规模约150MW，预计总工期均为12个月。公司 获得上述3个风电场项目开发权，预计总装机规模312.5MW，有利于公司提升新能源装机规模、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。 ...

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 ...