证券代码：002053 证券简称：云南能投 公告编号：2025-087 云南能源投资股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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。 2024 年 12 月 13 日，云南能源投资股份有限公司（以下简称"公司"）董事会 2024 年 第十次临时会议、监事会 2024 年第十次临时会议分别审议通过了《关于 2025 年使用闲置募 集资金进行现金管理及使用自有闲置资金开展委托理财的议案》。在保证募集资金投资项目 正常进行的前提下，为充分提升募集资金的使用效率，同意公司使用不超过人民币 8 亿元（含 本数）的暂时闲置募集资金进行现金管理，投资于安全性高、流动性好、满足保本要求、期 限不超过 12 个月的产品，包括但不限于结构性存款、大额存单、定期存款等，在此额度范围 内资金可以循环使用，使用期限自 2025 年 1 月 1 日至 2025 年 12 月 31 日。《关于 2025 年使 用闲置募集资金进行现金管理及使用自有闲置资金开展委托理财的公告》（公告编号： 2024-157）详见 2024 年 12 月 ...

Investment Rating - The report does not explicitly state an investment rating for the industry [22]. Core Insights - The export value of China's construction machinery in May 2025 reached USD 5.024 billion, marking a year-on-year increase of 8.51%. Cumulative exports from January to May totaled USD 23.095 billion, up 8.98% year-on-year. The top three export destinations were Russia, the United States, and Indonesia [2]. - The export of excavators in May amounted to USD 889 million, with a year-on-year growth of 26.57%. From January to May, the cumulative export value was USD 4.001 billion, reflecting a year-on-year increase of 22.81% [2]. - The photovoltaic sector experienced a short-term rise in polysilicon prices, while prices in the battery segment fell. The average price for N-type polysilicon was CNY 36 per kilogram, and for granular silicon, it was CNY 34 per kilogram. The demand in downstream segments remains weak, leading to limited market transactions [2]. - The report indicates that the overseas market for construction machinery will continue to expand due to the Belt and Road Initiative and the increasing competitiveness of domestic manufacturers. Domestic demand for infrastructure will also drive replacement needs, indicating a clear upward trend in the overall cycle [2]. Market Performance Review - From June 30 to July 4, 2025, the indices for machinery equipment, power equipment, and automotive sectors changed by 0.26%, 1.99%, and 0.1%, respectively, ranking 24th, 9th, and 25th among 31 first-level industries in the Shenwan classification [7][10]. - The photovoltaic equipment sector saw a significant increase of 5.76%, while wind power equipment decreased by 0.86% during the same period [10]. Industry News and Key Company Announcements - On July 4, the "Robot Industry Empowerment Alliance" was established in Jinan, releasing a list of 87 application scenarios across 12 fields, with a total investment of CNY 14.26 billion [18]. - On July 3, the Ministry of Industry and Information Technology held a meeting with photovoltaic manufacturing companies, which boosted industry confidence [18]. - On July 3, the second phase of a major integrated project for distributed photovoltaic, energy storage, and charging piles was put into operation, with an installed capacity of 9,300 kilowatts [18]. - On July 2, the average transaction price for N-type polysilicon showed a slight increase, indicating a warming trend in the market despite limited new orders [18].

Group 1 - Brother Technology expects a net profit of 60 million to 75 million yuan for the first half of 2025, representing a year-on-year increase of 325% to 431.25% [1] - Zhonggang Luonai's shareholder plans to reduce its stake by 0.5%, amounting to no more than 562,500 shares [1] - Hesheng Silicon Industry's controlling shareholder intends to exchange up to 1% of its shares for ETF units, totaling no more than 11,822,100 shares [1][2] Group 2 - Suotong Development's actual controller plans to reduce its stake by up to 2.21%, equating to no more than 1,098,720 shares [2] - Funeng Technology's shareholder plans to reduce its stake by no more than 1%, totaling up to 12,221,000 shares [2][3] - Yuhua Development expects a net profit of 175 million to 225 million yuan for the first half of 2025, a year-on-year increase of 632% to 784% [4][5] Group 3 - Dingsheng Co. plans to reduce its stake by no more than 1.71%, equating to up to 726,430 shares [5] - Renle's stock has been terminated from listing, officially delisted on July 4, 2025 [6] - Weitang Industrial's controlling shareholder plans to reduce its stake by no more than 1.95%, totaling up to 340,000 shares [7] Group 4 - Yingfeng Environment's convertible bond may trigger a downward adjustment of the conversion price due to stock prices falling below 85% of the conversion price [8] - Jingye Da's actual controller plans to reduce its stake by no more than 3%, equating to up to 694,150 shares [10] - Yongtai Technology and its subsidiary are suing for 57.5193 million yuan in damages [11] Group 5 - *ST Meigu's subsidiary has been applied for bankruptcy liquidation [12] - Daoshi Technology plans to invest up to 165 million USD in a copper wet smelting project in the Democratic Republic of Congo [13] - Xinbo Co.'s actual controller plans to reduce its stake by no more than 1.54%, totaling up to 372,440 shares [14] Group 6 - Yunnan Energy Investment has obtained the development rights for a photovoltaic power generation project with a capacity of 20 MW [15] - Qinglong Pipe Industry's controlling shareholder plans to reduce its stake by no more than 3%, equating to up to 990,970 shares [15] - Yangjie Technology has terminated the share issuance and cash acquisition of Beite Electronics, opting for cash acquisition instead [16] Group 7 - Taijia Co.'s controlling shareholder plans to reduce its stake by no more than 3%, totaling up to 755,210 shares [17] - Songyang Resources has terminated the planning of a control change and will resume trading on July 4, 2025 [19]

Core Viewpoint - Yunnan Energy Investment (002053) has received a bid notification from the Development and Reform Bureau of Malong District, Qujing City, granting the company the development rights for the Sejia Photovoltaic Power Generation Project [1] Group 1: Project Details - The Sejia Photovoltaic Power Generation Project is located in Wangjiazhuang Town, Sejia Village, Malong District, Qujing City, with an installed capacity of 20 MW [1] - The company's wholly-owned subsidiary, Malong Yuneng Investment New Energy Development Co., Ltd., has already invested in the Zhuyuan Photovoltaic Project, which has a scale of 50,000 kW and is expected to be fully connected to the grid by April 30, 2025 [1] Group 2: Financial Impact - The implementation of the Sejia project is not expected to have a significant impact on the company's financial status and operating results for the current year [1]

公司本次中标马龙区色甲光伏发电项目，交易对手方为曲靖市马龙区发展和改革局。 最近一个会计年度，公司全资子公司马龙云能投新能源开发有限公司投资建设了由曲靖市 马龙区发展和改革局备案的竹园光伏项目，项目建设规模为 5 万千瓦，于 2025 年 4 月 30 日全容量并网发电。公司与曲靖市马龙区发展和改革局不存在关联关系。 证券代码：002053 证券简称：云南能投 公告编号：2025-086 云南能源投资股份有限公司 关于获得马龙区色甲光伏发电项目开发权的公告 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"）于日前收到曲靖市马龙区发展和改 革局中标通知书，确定公司获得马龙区色甲光伏发电项目开发权。具体情况公告如下： 一、马龙区色甲光伏发电项目概况 该项目位于云南省曲靖市马龙区王家庄镇色甲村周边的山坡上，场址周围无高山遮 挡，地形开阔，光照资源充足，具备光伏布置条件。项目装机容量 20MW。 二、交易对手方介绍 三、对公司的影响 公司本次获得马龙区色甲光伏发电项目开发权，有利于公司紧抓战略机遇，积极践行 国家和云南省能源发 ...

云南能源投资股份有限公司（以下简称"公司"）委托上海新世纪资信评估投 资服务有限公司（以下简称"上海新世纪"）对公司主体信用状况进行了续评级。 上海新世纪在对公司生产经营状况及相关行业情况进行综合分析与评估的基础 上，出具了《云南能源投资股份有限公司信用评级报告》，确定公司主体信用 等级为 AAA 级，评级展望为"稳定"，有效期至 2026 年 6 月 27 日止。 证券代码：002053 证券简称：云南能投 公告编号：2025-085 云南能源投资股份有限公司 关于主体信用评级结果的公告 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。 特此公告。 云南能源投资股份有限公司董事会 2025 年 7 月 2 日 ...

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： 云南能源投资股份有限公司（以下简称"公司"）按持股比例以同等条件向参股公司勐腊 天勐对外经济贸易有限责任公司（以下简称"天勐公司"）所提供的委托贷款人民币147万元 已逾期，公司按深交所相关规定每月公告一次进展情况。 证券代码：002053 证券简称：云南能投 公告编号：2025-084 云南能源投资股份有限公司 关于向参股公司所提供的委托贷款逾期的进展公告 经2013年11月19日召开的公司董事会2013年第七次临时会议审议通过，2013年11月26 日，公司与天勐公司及交通银行股份有限公司云南省分行签署了《委托贷款合同》，为缓解 天勐公司的资金压力，支持其经营业务的拓展，促进其更好发展，在天勐公司按期归还公司 前期委托贷款、天勐公司控股股东勐腊县磨歇盐业有限责任公司按股权比例以同等条件向天 勐公司提供借款人民币153万元的前提下，公司向天勐公司提供委托贷款人民币147万元。委 托贷款的期限自2013年11月26日起，至2015年11月24日止；贷款不计利息；手续费由天勐公 司承担。委托贷款资金主要 ...

证券代码：002053 证券简称：云南能投 公告编号：2025-082 云南能源投资股份有限公司 关于全资子公司取得专利证书的公告 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"）全资子公司云南省盐业有限公司近日 取得国家知识产权局颁发的 4 项《实用新型专利证书》，具体情况如下： | 序号 | 专 利 | 号 | 专利名称 | 专利类型 | | 专利申请日 | | 证 | 书 号 | 专 利 权 | 人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | ZL 2024 2 | | 一种具有称重统 计功能的皮带传 | 实用新型 | 2024 | 年 07 | 月 | 第 | 22816282 | 云南省盐业 | | | | 1826633.3 | | 感装置 | | 31 | 日 | | | 号 | 有限公司 | | | 2 | ZL 2024 2 | | 一种水封池排水 | 实用新型 | 2024 | ...

证券代码：002053 证券简称：云南能投 公告编号：2025-083 云南能源投资股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 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。 2024 年 12 月 13 日，云南能源投资股份有限公司（以下简称"公司"）董事会 2024 年 第十次临时会议、监事会 2024 年第十次临时会议分别审议通过了《关于 2025 年使用闲置募 集资金进行现金管理及使用自有闲置资金开展委托理财的议案》。在保证募集资金投资项目 正常进行的前提下，为充分提升募集资金的使用效率，同意公司使用不超过人民币 8 亿元（含 本数）的暂时闲置募集资金进行现金管理，投资于安全性高、流动性好、满足保本要求、期 限不超过 12 个月的产品，包括但不限于结构性存款、大额存单、定期存款等，在此额度范围 内资金可以循环使用，使用期限自 2025 年 1 月 1 日至 2025 年 12 月 31 日。《关于 2025 年使 用闲置募集资金进行现金管理及使用自有闲置资金开展委托理财的公告》（公告编号： 2024-157）详见 2024 年 12 月 ...

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]