Core Viewpoint - Yunnan Energy Investment's stock price increased to 10.78 yuan as of August 12, 2025, reflecting a 0.19% rise from the previous trading day, indicating positive market sentiment towards the company [1] Group 1: Stock Performance - As of August 12, 2025, Yunnan Energy Investment's stock closed at 10.78 yuan, with a trading volume of 34,597 hands and a transaction amount of 0.37 billion yuan [1] - The stock opened at 10.77 yuan, reached a high of 10.81 yuan, and a low of 10.74 yuan, showing an intraday fluctuation of 0.65% [1] - The net outflow of main funds on August 12 was 3.03 million yuan, with a cumulative net outflow of 24.22 million yuan over the past five trading days [1] Group 2: Business Developments - Yunnan Energy Investment is engaged in clean energy sectors, including renewable energy generation and natural gas [1] - The company has made significant progress in wind power project development, with the first batch of units from the Yongning Wind Farm expansion successfully connected to the grid on August 9 [1] - In July 2025, the company's renewable energy generation reached 163 million kilowatt-hours, with grid-connected electricity amounting to 156 million kilowatt-hours [1] Group 3: Shareholder Information - The total number of shareholders for Yunnan Energy Investment currently stands at 23,892 [1]

证券日报网讯云南能投（002053）8月12日在互动平台回答投资者提问时表示，截至2025年8月8日，公 司合并普通账户和融资融券信用账户持有人数为23，892户。 ...

Core Viewpoint - Yunnan Energy Investment has successfully connected two wind power projects to the grid, marking a significant milestone in its renewable energy expansion efforts [1] Group 1: Project Details - The first phase of the Yongning Wind Power Plant expansion in the Luxi area has connected 2 units with a total installed capacity of 12.5 MW, while the Mili area has connected 3 units with a total capacity of 21.45 MW [1] - The total installed wind power capacity of Yunnan Energy Investment has reached 1.85435 million kW, with total renewable energy capacity (including wind and solar) increasing to 2.03035 million kW [1] Group 2: Resource Advantages - The Luxi area has a total installed capacity of 235 MW, expected to generate 518 million kWh annually, with an equivalent full-load hour of 2205 hours [2] - The Mili area has a total installed capacity of 230 MW, expected to generate 529 million kWh annually, with an equivalent full-load hour of 2300 hours [2] - Both project areas have utilization hours significantly above the industry average of 2127 hours for 2024, indicating strong natural resource advantages [2] Group 3: Strategic Significance - The grid connection of these projects aligns with national and provincial energy strategies, enhancing the company's core competitiveness and supporting its "14th Five-Year Plan" goals [3] - The projects are expected to stimulate regional economic growth and contribute to Yunnan's carbon neutrality targets [3] Group 4: Development Pipeline - Yunnan Energy Investment has a robust pipeline of projects, including a 67000 kW wind power expansion and an 85 MW solar project, which are progressing steadily [4] - The company is also increasing efforts to identify quality resources for future project development, ensuring continued growth in renewable energy assets [4] Group 5: Industry Outlook - The renewable energy sector is experiencing multiple favorable conditions, including supportive government policies and decreasing generation costs, enhancing market competitiveness [5] - Research indicates that wind power has a pricing advantage in the electricity market due to its smooth output curve and lower cost per kWh compared to solar [5] Group 6: New Growth Areas - Yunnan Energy Investment is exploring new avenues in renewable energy, including a 350 MW compressed air energy storage project and sodium-ion battery systems [6] - The full-capacity operation of the Yongning Wind Power Plant and the launch of additional projects are expected to further enhance the company's growth potential in the renewable energy sector [6]

本报讯(记者李如是)8月11日，云南能源投资股份有限公司(以下简称"云南能投（002053）")发布公告 称，公司投建的永宁风电场扩建项目(泸西片区)首批2台、装机容量1.25万千瓦风力发电机组和永宁风电 场扩建项目(弥勒片区)首批3台、装机容量2.145万千瓦风力发电机组实现并网发电。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。 公告显示，永宁风电场扩建项目(泸西片区)及永宁风电场扩建项目(弥勒片区)建设及机组陆续并网发 电，有利于进一步提升云南能投新能源装机规模，促进公司新能源核心主业的做强做优做大，增强公司 核心竞争力，推动公司"十四五"战略发展目标实现，预计将对公司2025年度经营业绩产生积极影响。 如今，云南能投新能源装机规模已从2021年的37万千瓦增长至目前的203万千瓦，增长幅度达到 448.65%。 对于新能源装机量的大幅增长，云南能投表示，公司紧抓战略机遇，积极践行国家和云南省能源发展战 略，聚焦新能源项目的投资、开发、建设和运营管理，按照"做好存量，争取增量"的方式，通过自建、 并购等多种 ...

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） ...

Group 1 - The company received a total of 272,051,149.01 yuan in renewable energy price supplementary funds from Yunnan Electric Power Company on August 8, 2025, as part of the national subsidy program [1][2] - The total amount of renewable energy price supplementary funds received by the company for the year 2025 has reached 281,059,897.97 yuan [1] - The receipt of these funds is expected to enhance the company's cash flow from operating activities, reduce accounts receivable, increase liquidity, and improve the efficiency of fund utilization, thereby supporting the sustainable development of the company's renewable energy business [1] Group 2 - The confirmed subsidy funds will reduce the accounts receivable amount, but will not have a significant impact on the company's profit and loss for the current year [2]

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]