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 ...

Group 1: New Energy Projects - The company has completed the project filing and feasibility review for the 350MW compressed air energy storage demonstration project in Kunming Anning, and has submitted it to the Yunnan Provincial Energy Bureau for approval as a major technical equipment project in the energy sector [2] - The company is actively pursuing the development rights for new energy projects while advancing the 670,000 kW wind power expansion project and the 85,000 kW photovoltaic project [3] - The 670,000 kW wind power expansion project aims to be fully connected to the grid within the year, while the 85,000 kW photovoltaic project is currently in the project initiation phase, with a construction period of approximately 6 months once bidding is completed [3] Group 2: Financial Performance and Strategy - The natural gas segment is expected to incur a loss of approximately CNY 160 million in 2024, with a 52.51% ownership stake impacting the company by around CNY 80 million [2] - Despite an increase of 52% in natural gas sales volume compared to the previous year, fixed costs such as labor, depreciation, and interest have risen, leading to losses [2] - The company emphasizes a long-term strategy focused on the development of the new energy sector, enhancing green energy supply security and resource utilization capabilities [3] Group 3: Shareholder Returns and Incentives - The company is committed to a proactive, sustainable, and stable dividend policy, aiming to share operational results with all shareholders and enhance investor satisfaction [3] - The company is continuously improving its incentive mechanisms, linking compensation distribution to performance, and expanding the management contract system to middle management [3]

证券代码：002053 证券简称：云南能投 公告编号：2025-075 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 22 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： | | 是否为控股 | | | | 是否为 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 占其 | 占公司 | 限售股 | 是否 | | | | | | 股东名称 | 股东或第一 | 本次质押数 | 所持 | 总股本 | （如 | 为补 | 质押起始 | 质押到期 | 质权人 | 质押用途 | | | 大股东及其 | 量（股） | 股份 | 比例 | 是，注 | 充质 | 日 | 日 | | | | | 一致行动人 | | 比例 | | ...

Group 1: Investment and Project Updates - The company is actively promoting compliance issues and national subsidy verification for various projects, with 6 projects, including the Yangjiacun photovoltaic project, having been connected to the grid, totaling an installed capacity of 523.96 MW [2][3] - The total installed capacity of the company's entrusted management projects is 939.50 MW, with additional projects under preparation totaling 580 MW [2][3] - The company plans to expand its wind power capacity by 670,000 kW and develop photovoltaic projects of 50,000 kW and 85,000 kW in 2025 [3] Group 2: Policy and Financial Aspects - The new policy corresponding to document number 136 has not yet been released, and the original policy remains in effect until then [3] - The total installed capacity of renewable energy in Yunnan Province has surpassed 6,000,000 kW [3] - The company has existing wind power projects with a capacity of 370,000 kW and photovoltaic projects of 66,000 kW that are eligible for subsidies [3] - The expected capital expenditure for the company's new energy sector in 2025 is approximately 4 billion [3] Group 3: Operational Insights - The company's accounts receivable primarily consist of clean energy price subsidies [3] - The air compression energy storage project is located in Anning, Kunming, with a capacity of 350 MW and an expected utilization of 1,300 hours [3]

证券代码：002053 证券简称：云南能投 公告编号：2025-074 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 ...

证券代码：002053 证券简称：云南能投 公告编号：2025-072 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 20 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： | | 是否为控股 | | 占其 | | 是否为 限售股 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 占公司 | | | | | | | | 股东名称 | 股东或第一 | 本次质押数 | 所持 | 总股本 | （如 | 为补 | 质押起始 | 质押到期 | 质权人 | 质押用途 | | | 大股东及其 | 量（股） | 股份 | 比例 | 是，注 | 充质 | 日 | 日 | | | | | 一致行动人 | | 比例 | | ...

云南能源投资股份有限公司 2024年年度权益分派实施公告 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"）2024年年度权益分 派方案已获2025年4月18日召开的2024年年度股东会审议通过，现将权益分 配事宜公告如下： 一、股东会审议通过利润分配方案情况 证券代码：002053 证券简称：云南能投 公告编号：2025-073 1. 本公司获股东会审议通过的2024年年度利润分配方案为：以总股本 920,729,464股为基数，向全体股东每10股派发现金股利3.30元（含税）， 共分配现金股利303,840,723.12元（含税），占2024年归属于母公司股东的 净利润的45.01%。2024年不送红股，不以资本公积转增股本。 利润分配方案公告后至实施前，如享有利润分配权的股份总额发生变 动，则以实施分配方案时股权登记日的享有利润分配权的股份总额为基数， 按照分配总额不变的原则对每股分红金额进行调整。 2. 自分派方案披露至实施期间公司股本总额未发生变化。 3. 本次实施的分配方案与公司2024年年度股东会审议通过 ...

Group 1: Company Performance - The company reported a net profit of 675 million yuan for 2024, representing a year-on-year growth of 39.97%, achieving three consecutive years of growth [1] - The company's renewable energy sales volume decreased by 9.49% in the first quarter of 2025 compared to the same period last year due to fluctuations in wind conditions and average wind speed [3] - The company aims for a net profit target of 880 million yuan for 2025, despite a significant decline in net profit in the first quarter [4] Group 2: Project and Investment Insights - The company has no other project reserves besides the 670 MW wind power project, raising concerns about potential revenue and profit growth stagnation [1] - The payback period for the compressed air energy storage project is estimated to be between 14 to 17 years, currently in the decision-making stage [3] - The static payback period for the recently announced salt industry technical transformation project is estimated at 9.15 years, including a construction period of 1.5 years [4] Group 3: Market and Operational Challenges - The company is experiencing an increase in accounts receivable primarily due to renewable energy subsidies [2] - Seasonal wind patterns in Yunnan province affect wind power generation, with a historical alternation between years of strong and weak winds, although this cannot be quantified [2] - The company is actively working on a shareholder return plan for 2025-2027, which will be disclosed after relevant decision-making procedures are completed [2]

Group 1 - Feilong Co., Ltd. received a project designation notification letter from a well-known domestic automobile brand, becoming a supplier for a water-side thermal management module, with expected sales revenue during the lifecycle meeting disclosure standards [1] - Hanchuan Intelligent's controlling shareholder received a warning letter from Jiangsu Securities Regulatory Bureau for failing to timely disclose a share pledge contract, which may affect the company's control and stock price [2] - Vanke A completed the redemption of the "20 Vanke 04" corporate bonds, with a redemption amount of 1.5 billion yuan and interest payment of 51.75 million yuan [3][4] Group 2 - China Shenhua reported a 4% year-on-year decline in coal sales volume for April, totaling 35.6 million tons, and a 3.9% decrease in commodity coal production [5] - Shaanxi Black Cat plans to increase capital by 600 million yuan for its wholly-owned subsidiary Xinjiang Black Cat Coal Industry to enhance its capital strength [6][7] - China National Aviation reported an 8.6% year-on-year increase in passenger turnover for April, with a 5.3% increase in passenger capacity [8][9] Group 3 - Huabei Pharmaceutical's subsidiary received approval for clinical trials of a recombinant tetanus vaccine, which is a new generation vaccine with better safety and immunogenicity [10] - China Chemical's subsidiary received a lawsuit notice related to a securities false statement liability dispute [11] - China Metallurgical Group reported a 24.9% year-on-year decline in new contract value for January to April, totaling 308.4 billion yuan [13] Group 4 - Zhongmei Energy reported a 5.8% year-on-year decline in commodity coal sales for April, totaling 21.1 million tons [14] - Huangma Technology announced a plan to reduce holdings of up to 6.26 million shares due to personal funding needs [15] - Aiyingshi proposed a cash dividend of 2.53 yuan per 10 shares for the fiscal year 2024 [16] Group 5 - Shengyi Technology's executives plan to reduce their holdings by a total of 1.49 million shares [17] - CanSino's inhaled tuberculosis vaccine received clinical trial approval in Indonesia [18] - Beidouxingtong completed the acquisition of 51% of Shenzhen Tianli Automotive Electronics Technology Co., Ltd. [19] Group 6 - Spring Airlines reported a 12.29% year-on-year increase in available capacity for April, with a total of 4.73 billion ton-kilometers [20] - Dongya Pharmaceutical's raw material drug received registration certification in South Korea [21] - Shandong Steel plans to establish a sales subsidiary with a registered capital of 20 million yuan [22] Group 7 - Caida Securities appointed Hu Hengsong as the executive vice president [23] - Aibulu's vice president resigned due to personal career planning [24] - *ST Jinguang's stock price surged amid a warning of delisting risk [25] Group 8 - Yunnan Energy Investment plans to implement a 600,000 tons/year salt production energy-saving and carbon reduction project with a total investment of 448 million yuan [27] - Hanyu Group's executives plan to reduce their holdings due to personal funding needs [28] - Jiangsu Boyun's shareholders plan to reduce their holdings by up to 971,300 shares [29] Group 9 - Hainan Airport signed a cooperation agreement with Harbin Institute of Technology (Shenzhen) to establish a joint laboratory [32] - Xiamen Tungsten New Energy plans to acquire 47% of Ganzhou Haopeng Technology Co., Ltd. [33] - Dongfang Materials announced a change in controlling shareholder due to judicial auction of shares [34] Group 10 - Jingyuan Environmental Protection's executives plan to reduce their holdings by a total of 1.176% of the company's shares [35] - China Pacific Insurance reported a 10.4% year-on-year increase in original insurance premium income for the first four months [36] - ST United is planning a major asset restructuring and has suspended trading [37] Group 11 - *ST Suwu's chairman received a notice of investigation for suspected information disclosure violations [39] - Huagong Technology's subsidiary plans to establish a joint venture [40] - Qibin Group terminated the purchase of 28.78% equity in its subsidiary [41] Group 12 - Huakang Clean signed a construction contract worth 143 million yuan with Dengfeng City General Hospital [42] - Kanghong Pharmaceutical received approval for clinical trials of a drug for postpartum depression [43] - Shengjing Micro plans to repurchase shares worth between 30 million and 50 million yuan [44] Group 13 - Shenghe Resources' subsidiary plans to acquire 100% of Peak Rare Earths Limited for 158 million Australian dollars [45] - Sinopec's controlling shareholder increased its stake by 302 million H-shares, amounting to HKD 1.232 billion [46] - Mingyang Circuit plans to repurchase shares worth between 15 million and 25 million yuan [47] Group 14 - China Oil Engineering's subsidiary won a project in Iraq worth approximately 11.538 billion yuan [48] - Chaojie Co., Ltd. announced the termination of a share transfer agreement [49]