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]

Core Viewpoint - Yunnan Energy Investment (002053) has been selected as the winning bidder for three wind power projects, enhancing its position in the renewable energy sector [1] Project Details - The company has received notification from the Energy Bureau of Fuyuan County and the Development and Reform Commission of Lijiang City regarding the successful bid for the following wind power projects: - Fuyuan South Chong Wind Power Plant with an expected installed capacity of approximately 62.5 MW - Lijiang Yongsheng County Aguzi Wind Power Plant with an expected installed capacity of approximately 100 MW - Lijiang Huaping County Huaping West Wind Power Plant with an expected installed capacity of approximately 150 MW [1] Impact on Company - The total expected installed capacity for the three projects is 312.5 MW, which is anticipated to enhance the company's renewable energy capacity, market position, and operational performance [1] - The total construction period for all projects is estimated to be 12 months, indicating a swift timeline for project execution [1]

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 ...

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 27 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： 证券代码：002053 证券简称：云南能投 公告编号：2025-077 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 | | | | 本次质押 | 本次质押 | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 及解除质 | 及解除质 | 占其所 | 占公司 | | 占已 | 未质押 | | | 股东名称 | 持股数量 | 持股比例 | 押前质押 | 押后质押 | 持股份 | 总股本 | 已质押股份限 | | 股份限 | 占未质 | | | （股） | | 股份数量 | 股份数量 | 比例 | 比例 | 售和冻结数量 | 质 ...

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 ...