证券日报网讯1月13日，云南能投（002053）在互动平台回答投资者提问时表示，截至2026年1月9日， 公司合并普通账户和融资融券信用账户持有人数为26904户。 ...

Core Viewpoint - Yunnan Energy Investment Co., Ltd. has achieved significant progress in its green transformation, with a 600% increase in installed capacity of renewable energy from 370,000 kW to 2,590,000 kW during the 14th Five-Year Plan period [1] Group 1: Company Development - The company has established a symbiotic cycle network integrating two main businesses: renewable energy and salt industry, along with emerging energy storage [1] - Continuous expansion of wind and solar power generation capacity has been achieved, while green electricity supports the traditional salt industry [1] - The company leverages the natural advantages of abandoned salt caverns to create energy storage bases, ultimately forming an integrated green development loop of wind, solar, and storage [1]

Group 1 - The Yunnan Provincial Development and Reform Commission has officially approved two major renewable energy projects: the Huaping West Wind Farm and the Aguzi Wind Farm, with a total installed capacity of 250,000 kilowatts and a total investment of approximately 1.4 billion yuan [1][2] - The Huaping West Wind Farm has an installed capacity of 150,000 kilowatts and an investment of 780.4872 million yuan, while the Aguzi Wind Farm has an installed capacity of 100,000 kilowatts and an investment of 619.2592 million yuan [2] - Both projects are managed by Huaping Yuneng New Energy Co., Ltd. and Yongsheng Yuneng New Energy Co., Ltd., which are subsidiaries of Yunnan Energy Investment Co., Ltd. The funding model for these projects is 20% equity and 80% bank loans [2][3] Group 2 - Yunnan Energy Investment Group has solid project construction and operational management capabilities in the renewable energy sector, with a total installed capacity of 2,594.86 megawatts and approximately 800,000 kilowatts of projects under construction or in planning [3] - The company has received multiple awards for its wind farms, including the 5A rating from the China Electricity Council for the Dahuai Liangzi and Dazhongshan Wind Farms, and the 2025 China Power Quality Engineering Award for the Tongquan Wind Farm [3] - Yunnan Energy Investment Group is actively expanding into emerging fields such as compressed air energy storage, wind-solar hydrogen production, and sodium-ion batteries, contributing to the strengthening of the provincial energy industry chain [3]

Core Viewpoint - The company has received approval for two wind power projects in Yunnan Province, which are expected to enhance local power supply capacity and utilize wind energy resources effectively [1][2]. Group 1: Project Approvals - The company has approved the construction of the Huaping West Wind Farm project and the Aguzai Wind Farm project during its board and shareholder meetings [1]. - The Huaping West Wind Farm project has a total installed capacity of 150,000 kilowatts and is located in Huaping County, Lijiang City [2][3]. - The Aguzai Wind Farm project has a total installed capacity of 100,000 kilowatts and is located in Yongsheng County, Lijiang City [4]. Group 2: Regulatory Compliance - Both projects are included in the "First Batch of New Energy Project Development and Construction Plan for 2025" in Yunnan Province, aligning with the provincial new energy implementation plan [2]. - The projects will adhere to relevant legal and administrative regulations, including obtaining necessary permits for land, environmental assessments, and other related procedures before construction begins [4].

证券代码：002053 证券简称：云南能投 公告编号：2026-010 一、华坪西风电场项目核准批复的主要内容如下 "一、华坪西风电场项目已列入《云南省 2025 年第一批新能源项目开发建设方案》（云 能源新能〔2025〕51 号），项目建设符合云南省新能源实施计划。为有效利用当地风能资源， 提高区域供电能力，依据《云南省人民政府关于印发云南省企业投资项目核准和备案实施办 法的通知》（云政规〔2023〕2 号）、《云南省发展和改革委员会关于印发规范风电项目核 准管理有关事项的通知》（云发改能源规〔2023〕2 号）等精神，同意建设华坪西风电场项 目（项目代码：2506-530000-04-01-787787）。项目单位为华坪云能新能源有限公司。 二、项目建设地点位于丽江市华坪县。 三、项目总装机容量 15 万千瓦。" 二、阿谷子风电场项目核准批复的主要内容如下 "一、阿谷子风电场项目已列入《云南省 2025 年第一批新能源项目开发建设方案》（云 能源新能〔2025〕51 号），项目建设符合云南省新能源实施计划。为有效利用当地风能资源， 提高区域供电能力，依据《云南省人民政府关于印发云南省企业投资项目核准和备案 ...

Group 1: Company Announcements - Feiwo Technology projects approximately 1.23 million yuan in revenue from its commercial aerospace business segment by 2025 [1] - Zhongtian Rocket's carbon/carbon thermal field materials business is impacted by intensified competition in the photovoltaic industry, leading to market performance below expectations [1] - Qiaoyin Co., Ltd. received a bid notification for a 1.225 billion yuan integrated urban sanitation project in Zheng'an County [1] - New Day Co., Ltd. plans to transfer 80% of its equity in Zhejiang New Day to Xinri New Materials for 45.51 million yuan [1] - Kelong Pharmaceutical intends to repurchase company shares worth between 50 million and 100 million yuan [1] Group 2: Project Investments - Fujin Precision plans a 1.2 billion yuan investment in a new lithium iron phosphate precursor material project in Jiangxi [1] - Yunnan Energy Investment intends to invest in the construction of two wind power projects in Fuyuan County [1] - Guizhou Tire plans to invest in a smart manufacturing project in Morocco with an annual production capacity of 6 million semi-steel radial tires [1] - Hualin Micro-Nano aims to expand its mobile optical lens components and semiconductor packaging business [1] Group 3: Share Buybacks and Holdings - Kelong Pharmaceutical plans to repurchase shares worth between 50 million and 100 million yuan [1] - Wan Ze Group intends to reduce its holdings by no more than 1.6585% [1] - ST Yifei's Yipo New Energy plans to reduce its holdings by no more than 1.53% [1] - Director of Hangya Technology, Ruan Shihai, plans to reduce holdings by up to 4.9 million shares [1] Group 4: Other Financial Activities - Haopeng Technology plans to raise no more than 800 million yuan through a private placement [1] - Guangyun Da intends to raise no more than 1.21 billion yuan through a private placement to Jun Guang Investment [1] - Ding Tai Gao Ke projects a net profit increase of 80.72% to 102.76% year-on-year for 2025 [1] - Xusheng Group received a project designation notification from a client, with a total sales amount of approximately 7.8 billion yuan [1]

Core Viewpoint - Yunnan Energy Investment Co., Ltd. has been selected as the developer for two wind power projects in Yunnan Province, indicating a strategic move towards renewable energy development in the region [1] Group 1: Project Details - The company will develop the Haidan Shudi Wind Farm in Fuyuan County with a total installed capacity of 56 MW [1] - The Xiaoyingliangzi Wind Farm, also located in Fuyuan County, is expected to have a total installed capacity of 50 MW [1] - Both projects are noted to have favorable construction conditions based on preliminary planning results [1]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) has been awarded the development of two wind power projects in Yunnan Province as part of the 2025 second batch of new energy projects [1] Group 1: Project Details - The company’s controlling shareholder, Yunnan Energy Investment Group, has decided that the company will establish a project company to execute the development tasks for the wind power projects [1] - The Fuyuan Haidan Shudi Wind Farm project is located in the central region of Fuyuan, with a total planned installed capacity of 56 MW [1] - The Fuyuan Xiaoyingliangzi Wind Farm site is situated in the eastern part of Fuyuan, near the border with Guizhou Province, with a total planned installed capacity of 50 MW [1]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) has announced a capital increase of RMB 80 million to its wholly-owned subsidiary, Fuyuan Yuneng New Energy Co., Ltd., to meet the funding needs of the Nanchong Wind Power Project and ensure the smooth progress of the project [1] Group 1 - The company will use its own funds for the capital increase, which will be executed in phases according to the project's progress [1] - Following the capital increase, the registered capital of Fuyuan Company will rise from RMB 1 million to RMB 81 million [1]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) has been awarded the development of two wind power projects in Yunnan Province as part of the 2025 second batch of new energy projects, aiming to enhance its competitiveness in the renewable energy sector [1] Group 1: Project Details - The company will develop the Fuyuan Haidan Shudi Wind Farm with a total installed capacity of 56 MW, located in the central region of Fuyuan [1] - The company will also develop the Fuyuan Xiaoyingliangzi Wind Farm, which is expected to have a total installed capacity of 50 MW, situated near the eastern border of Fuyuan and Guizhou Province [1] Group 2: Strategic Importance - The decision to undertake these projects aligns with the overall strategy of the controlling shareholder, Yunnan Energy Investment Group, to strengthen and expand the company's renewable energy business [1] - The company aims to leverage these projects to enhance its comprehensive competitiveness in the energy sector [1]