Core Viewpoint - Yunnan Energy Investment announced a capital increase for its wholly-owned subsidiary, Anning Yunnan Energy Storage Technology Co., Ltd., to support the funding needs of the 350MW compressed air energy storage demonstration project in Kunming Anning [2] Group 1: Company Actions - The company approved a capital increase of RMB 37.2 million for its subsidiary to ensure the smooth progress of the energy storage project [2] - After the capital increase, the registered capital of the subsidiary will rise from RMB 1 million to RMB 37.3 million [2] - The capital injection will be conducted in phases according to the project's progress, with the management authorized to handle the specifics of the capital increase [2]

Resumption of Trading - Zhiguang Electric plans to issue new shares to purchase all or part of the minority equity of Guangzhou Zhiguang Energy Technology, leading to the resumption of its stock trading [1] Mergers and Acquisitions - Guotou Fengle's acquirer, Guotou Seed Industry, intends to subscribe for no more than 184 million shares at a price of 5.91 yuan per share [2] Share Buybacks and Equity Transfers - Zhijiang Biology plans to repurchase shares worth between 60 million to 120 million yuan [3] - YTO Express, for strategic and financial planning reasons, intends to transfer no more than 2% of its shares through block trading by Hangzhou Haoyue [4] Daily Operations and External Investments - Zhaofeng Co. signed a strategic cooperation framework agreement with NiuNai Robotics, focusing on cognitive and humanoid robot development [5] - Huayu Automotive completed the acquisition of a 49% stake in Shanghai SAIC Qingtao Energy Technology Co., Ltd. [6] - Dingjide's high-end new material project for petrochemical technology, POE industrialization device, has been put into production [7] - Chiplink Integration plans to increase capital by 1.8 billion yuan to ensure the ongoing implementation of its 12-inch integrated circuit analog mixed-signal chip manufacturing project [7] - Shanghai Xiba has obtained the IATF16949 automotive quality management system certification for the design and production of silicon-carbon anode materials for new energy batteries [7] - Zhongtian Technology won multiple marine series projects in deep-sea technology, totaling approximately 1.788 billion yuan [8] - TBEA's subsidiary plans to acquire 74.19% of Shuguang Cable for 946 million yuan, specializing in 1E-level K1 and K3 cables for nuclear power plants [8] - Junshi Biosciences received FDA approval for the clinical trial application of JS207 for neoadjuvant therapy in non-small cell lung cancer patients [9] - Longbai Group's subsidiary intends to acquire assets related to Venator UK's titanium dioxide business [10] - Yunnan Energy Investment is investing 1.872 billion yuan to construct a 350MW compressed air energy storage demonstration project in Kunming Anning [11] Performance Changes - Shijia Photon reported a net profit of 299 million yuan for the first three quarters, a year-on-year increase of 728%, with orders for optical chips and devices increasing [12] - Guangku Technology expects a net profit of 110 million yuan for the first three quarters, a year-on-year increase of 97.00%-117.00%, driven by technological innovation and new product launches [12] - Rongzhi Rixin anticipates a net profit of 26.4 million to 27.4 million yuan for the first three quarters, a year-on-year increase of 871.30%-908.09% [13] - Guangsheng Nonferrous expects a net profit of 100 million to 130 million yuan for the first three quarters, a year-on-year increase of 136.29% to 147.18%, due to rising rare earth market prices [14] - Aobi Zhongguang expects to achieve a net profit of approximately 108 million yuan for the first three quarters, returning to profitability with rapid growth in various business areas [15] - Cangge Mining reported a net profit of 951 million yuan in the third quarter, a year-on-year increase of 66.49% [15]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) has agreed to acquire 100% equity of Huize Yuneng Clean Energy Co., Ltd. from its wholly-owned subsidiary Yunnan Salt Industry Co., Ltd. for a price based on the audited net asset value of RMB 1.7996 million as of December 31, 2024 [1] Group 1 - The acquisition will transform Huize Company from a wholly-owned subsidiary to a wholly-owned company, making it the investment entity for the Huize Piga Dacha Qinqiang and Jiaozi photovoltaic power generation projects [1] - To support the funding needs of the photovoltaic projects, the company will increase Huize Company's capital by RMB 81.1 million, raising its registered capital from RMB 1 million to RMB 82.1 million [1]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) is actively pursuing the development of energy resources in line with national and provincial strategies, focusing on the construction of a 350MW compressed air energy storage demonstration project in Kunming Anning to enhance the company's renewable energy ecosystem [1] Investment Project Summary - The total investment for the Kunming Anning 350MW compressed air energy storage project is 1.87167 billion yuan, with 20% funded by equity and the remaining through bank loans and other debt financing [1] - The project will include the construction of an air compression system, turbine power generation system, heat storage system, water supply system, and a booster station [1] - The project aims to store 1,750MWh of electrical energy using the stable and reliable salt cavern resources (An1-An4 wells) validated by the Wuhan Institute of Rock and Soil Mechanics, Chinese Academy of Sciences [1] - A 220kV booster station will be built to connect to the Kunming 220kV Pujie Substation, with the final connection plan subject to grid approval [1] - The project will utilize a non-combustion compressed air energy storage technology, with an 8-hour charging duration and a 5-hour rated power generation duration, achieving a minimum annual utilization of 1,300 hours [1] - The total construction period for the project and its supporting facilities is set at 18 months [1]

格隆汇10月16日丨云南能投(002053.SZ)公布，为满足全资子公司安宁云能投储能科技有限公司（简 称"储能公司"）昆明安宁350MW压缩空气储能示范项目的资金需求，保障其工程项目建设的顺利推 进，同意公司以自有资金对储能公司增资人民币37,200万元，匹配项目进展分批注资，并授权公司管理 层办理增资相关具体事宜。本次增资完成后，储能公司注册资本将从人民币100.00万元增加至人民币 37,300.00万元。 ...

Core Viewpoint - Yunnan Energy Investment (002053.SZ) has approved the investment in the Kunming Anning 350MW compressed air energy storage demonstration project to meet grid peak regulation and large-scale integration of renewable energy [1][2] Group 1: Project Overview - The project has a construction scale of 350MW/1750MWh, including systems such as air compression, turbine generation, heat storage, water supply, and booster stations [2] - The total investment for the project is 1.872 billion yuan, with 20% funded by equity and the remaining through bank loans and other debt financing [1][2] Group 2: Technical Details - The project will utilize the stable and reliable salt cavern resources from wells An1 to An4, which have been verified by the Wuhan Institute of Rock and Soil Mechanics, Chinese Academy of Sciences [2] - A 220kV booster station will be constructed to connect to the Kunming 220kV Pujie Substation, with the final connection plan subject to grid approval [2] - The energy storage system will operate with a charging duration of 8 hours and a rated power generation duration of 5 hours, achieving an annual utilization of no less than 1300 hours [2] Group 3: Project Timeline - The total construction period for the project and its supporting facilities is set for 18 months [2]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) has approved the investment in a 350MW compressed air energy storage demonstration project in Kunming Anning, with a total investment of 1.872 billion yuan to enhance grid peak regulation and large-scale integration of renewable energy [1][2] Group 1: Project Overview - The Kunming Anning 350MW compressed air energy storage project will have a construction scale of 350MW/1750MWh [2] - The project will include systems such as air compression, turbine generation, heat storage, water supply, and a booster station [2] - The project will utilize the stable and reliable salt cavern resources (An1-An4 wells) for energy storage, validated by the Wuhan Institute of Rock Mechanics, Chinese Academy of Sciences [2] Group 2: Financial and Technical Details - The total investment for the project is 1.872 billion yuan, with 20% funded by equity and the remaining through bank loans and other debt financing [1] - The project will employ a non-combustion compressed air energy storage technology, with an 8-hour charging duration and a 5-hour rated power generation duration, achieving a minimum annual utilization of 1300 hours [2] - The construction period for the project and its supporting facilities is set for 18 months [2]

云南能源投资股份有限公司 关于安宁云能投储能科技有限公司投资建设昆明安宁 350MW 压缩 空气储能示范项目的公告 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、投资项目概述 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《关于安宁云能投储能科技有限公司投资建设昆明安宁350MW压缩 空气储能示范项目的议案》。为积极践行国家和云南省能源发展战略，满足电网调峰和新能 源大规模并网及消纳的需要，推进昆明盐矿退役盐穴资源的综合开发利用，健全公司新能源 产业发展生态，同意公司全资子公司安宁云能投储能科技有限公司（以下简称"储能公司"） 投资建设昆明安宁350MW压缩空气储能示范项目，项目总投资187,167.00万元。本项目资本 金按总投资的20%计，其余资金采用银行贷款等债务融资方式筹措。 本项目投资不构成关联交易，也不构成《上市公司重大资产重组管理办法》规定的重大 资产重组，已获云南省国资委审核同意。本次投资事项在公司董事会权限内，不需提交公司 股东会审议批准。 二、项目实施主体的基本情况 证券 ...

证券代码：002053 证券简称：云南能投 公告编号：2025-125 云南能源投资股份有限公司 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、交易概述 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 第八次临时会议以 9 票同意，0 票反对，0 票弃权，通过了《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》。为更好地推进公司资源整合和战略发展，同 意公司以自有资金收购全资子公司云南省盐业有限公司以非公开协议转让的会泽云能清洁能 源有限公司（以下简称"会泽公司"）100%股权，收购价款为会泽公司截至 2024 年 12 月 31 日（收购基准日）经审计净资产账面净值人民币 179.96 万元。本次股权收购完成后，公司将 直接持有会泽公司 100%的股权，会泽公司由公司全资孙公司变更为公司全资子公司，为会泽 披嘎打厂箐光伏发电项目、轿子光伏发电项目投资主体。为满足会泽披嘎打厂箐光伏发电项 目、轿子光伏 ...

关于对全资子公司安宁云能投储能科技有限公司增资的公告 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、增资事项概述 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 第八次临时会议以 9 票同意，0 票反对，0 票弃权，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》。为满足全资子公司安宁云能投储能科技有限公司（以下简称 "储能公司"）昆明安宁 350MW 压缩空气储能示范项目的资金需求，保障其工程项目建设 的顺利推进，同意公司以自有资金对储能公司增资人民币 37,200 万元，匹配项目进展分批注 资，并授权公司管理层办理增资相关具体事宜。本次增资完成后，储能公司注册资本将从人 民币 100.00 万元增加至人民币 37,300.00 万元。 证券代码：002053 证券简称：云南能投 公告编号：2025-124 云南能源投资股份有限公司 本次增资事项不构成关联交易，也不构成《上市公司重大资产重组管理办法》规定的重 大资产重组，已获履行国资监管职责的主体批准。本次投资事项在公司董事会权限内， ...