Group 1 - Yunnan Energy Investment Co., Ltd. announced that its wholly-owned subsidiaries received a total of approximately 27 million yuan in renewable energy price subsidies from Yunnan Electric Power Grid Co., Ltd. [1] - The total amount of renewable energy price subsidies received by the company as of now is approximately 618 million yuan for the fiscal year 2025 [1] - As of the report date, the market capitalization of Yunnan Energy Investment is 11.4 billion yuan [1] Group 2 - For the first half of 2025, the revenue composition of Yunnan Energy Investment is as follows: electricity 40.76%, natural gas 25.57%, food 18.9%, chemicals 12.72%, and other businesses 2.05% [1]

Core Viewpoint - The sodium-ion battery concept has seen a significant increase in stock prices, with a 3.08% rise, ranking fifth among concept sectors, indicating growing investor interest and potential in this technology [1][2]. Group 1: Market Performance - As of September 29, the sodium-ion battery sector had 116 stocks rising, with notable performers including Wanrun New Energy, which hit a 20% limit up, and Tianqi Materials, Fengshan Group, and Xiangtan Electric, all reaching their daily limit up [1]. - The top gainers in the sector included Tianqi Technology (up 14.36%), Haike New Source (up 12.96%), and Huasheng Lithium (up 12.41%) [1][9]. - Conversely, leading decliners included Xian Dao Intelligent (down 3.59%), Zongshen Power (down 2.00%), and Yunnan Energy Investment (down 1.43%) [1]. Group 2: Capital Inflow - The sodium-ion battery sector attracted a net inflow of 1.289 billion yuan, with 64 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow [2]. - Tianqi Materials led the net inflow with 983.3 million yuan, followed by Duofluor and Ningde Times with net inflows of 497 million yuan and 464 million yuan, respectively [2][3]. - The highest net inflow ratios were observed in Fengshan Group (52.26%), Duofluor (46.70%), and Tianji Shares (42.84%) [3]. Group 3: Stock Performance Metrics - Key stocks in the sodium-ion battery sector showed significant daily performance, with Tianqi Materials rising by 10.01% and Duofluor by 9.98% [3]. - The turnover rates for these stocks varied, with Tianqi Materials at 15.72% and Duofluor at 5.11%, indicating active trading [3]. - Other notable performers included Yiwai Lithium Energy (up 8.30%) and Guoxuan High-Tech (up 4.04%) [3].

证券代码：002053 证券简称：云南能投 公告编号：2025-119 云南能源投资股份有限公司 关于所属公司获得国家可再生能源电价附加资金补助的自愿 性信息披露公告 | | | 本次收到国家可再生能源 | 年度截至目前累计 2025 | | --- | --- | --- | --- | | 序号 | 公司名称 | 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 | 5,706,230.25 | 98,680,243.57 | | 2 | 会泽云能投新能源开发有限公司 | 8,499,202.84 | 149,865,578.71 | | 3 | 马龙云能投新能源开发有限公司 | 6,887,322.20 | 123,236,809.52 | | 4 | 大姚云能投新能源开发有限公司 | - | 143,368,465.02 | | 5 | 泸西县云能投风电开发有限公司 | 5,911,637.70 | 102,391,993.96 | | | 合计 | 27,004,392.99 | 617,543,090 ...

Core Viewpoint - Yunnan Energy Investment (002053.SZ) announced that its wholly-owned subsidiaries and a holding subsidiary received a total of 27,004,392.99 yuan in renewable energy price subsidy funds from Yunnan Electric Power Company, as per the notification from relevant authorities [1] Group 1 - The total amount of renewable energy price subsidy funds received by the subsidiaries is 27,004,392.99 yuan [1] - As of now, the company has accumulated a total of 617,543,090.78 yuan in renewable energy price subsidy funds for the fiscal year 2025 [1]

Core Viewpoint - The company has received a total of 27.0044 million yuan in renewable energy price supplementary funds from Yunnan Electric Power Company, which will positively impact its cash flow and operational efficiency [1] Financial Impact - The total amount of supplementary funds received by the company for the fiscal year 2025 has reached 618 million yuan [1] - The supplementary funds will help reduce accounts receivable and improve the efficiency of fund utilization [1] - The recognition of subsidy funds has already been accounted for in the corresponding year's electricity revenue, indicating that the receipt of these funds will not significantly affect the current year's profit and loss [1]

Group 1 - The company held its fourth extraordinary general meeting of shareholders on September 26, 2025, with no proposals being rejected [1][2] - A total of 168 shareholders and representatives participated, representing 680,966,038 shares, which is 73.9594% of the total voting shares [9] - The meeting approved the "Shareholder Dividend Return Plan for the Next Three Years (2025-2027)" and the election of Qin Yan as a non-independent director [12][13] Group 2 - The company reported that a entrusted loan of RMB 1.47 million to its associate company Tianmeng has overdue, and the company will continue to announce progress monthly [17] - The overdue loan represents a small proportion of the company's net assets and net profit, and full bad debt provisions have been made [17][20] - The company plans to take various measures, including applying to the court for bankruptcy liquidation of Tianmeng, to protect its legal rights [21]

证券代码：002053 证券简称：云南能投 公告编号：2025-117 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 1 公司持续开展上述委托贷款催收工作，天勐公司确认上述委托贷款债权事项属实，但由 于天勐公司在老挝投资的制盐生产装置因市场竞争激烈等原因长期处于停产状态，资金状况 日趋恶劣，截至目前天勐公司仍无力偿还该项委托贷款及其他股东按股权比例以同等条件向 其提供的借款。鉴于天勐公司的实际情况和现实的经营困境，公司积极与天勐公司其他股东 等相关方就天勐公司开展债转股、资产重整、股权转让或清算等方案开展沟通，均未能达成 一致。 三、对公司的影响 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。 上述委托贷款金额占公司净资产及净利润的比例均较小且已全部计提了坏账准备，不会 对公司本期利润或期后利润产生较大影响。 ...

证券代码：002053 证券简称：云南能投 公告编号：2025-118 重要提示： 1.本次股东会未出现否决提案的情形。 2.本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开的日期、时间： 现场会议时间为：2025年9月26日下午2:30。 网络投票时间为：2025年9月26日 云南能源投资股份有限公司 2025年第四次临时股东会决议公告 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。 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年9月26日的交易 时间，即9:15—9:25,9:30—11:30和13:00—15:00；通过深圳证券交易所互联网投票系统开始投 票的时间为2025年9月26日上午9:15，结束时间为2025年9月26日下午3:00。 2.现场会议地点：昆明市春城路276号公司四楼会议室。 3.会议的召开方式：本次股东会以现场表决与网络投票相结合的方式召开。 4.会议召集人：公司董事会。 5.现场会议主持人：公司董事长周满富先生。 6.本次股东会的召集、召开与表决程序符合 ...

北京德恒（昆明）律师事务所 关于云南能源投资股份有限公司 2025 年第四次临时股东会的 法律意见 北京德恒（昆明）律师事务所 Beijing DeHeng Law Offices (KunMing) 北京德恒（昆明）律师事务所 关于云南能源投资股份有限公司 2025 年第四次临时股东会的 法 律 意 见 云南能源投资股份有限公司： 北京德恒（昆明）律师事务所（下称"本所"）作为贵公司的常年法律顾问， 本次指派杨杰群律师、杨敏律师出席贵公司 2025 年第四次临时股东会（以下简 称"本次股东会"），并按照律师行业公认的业务标准、道德规范及勤勉尽责精 神，对贵公司提供的与本次股东会有关的文件资料进行了审查，现根据《公司法》 《证券法》《上市公司股东会规则》及贵公司《章程》的规定，就贵公司本次股 东会的相关事项出具如下法律意见： 一、关于本次股东会的召集和召开程序 根据贵公司提供的有关资料及公开披露的信息，表明贵公司董事会已于 2025 年 9 月 8 日召开了会议，作出了关于召开本次股东会的决议，并分别于 2025 年 9 月 9 日、2025 年 9 月 24 日在《中国证券报》《证券时报》和巨潮资讯网 （h ...

证券代码：002053 证券简称：云南能投 公告编号：2025-116 云南能源投资股份有限公司 关于召开2025年第四次临时股东会的提示性公告 2025 年 9 月 8 日，公司董事会 2025 年第七次临时会议以 8 票同意，0 票反对，0 票弃 权，通过了《关于召开公司 2025 年第四次临时股东会的议案》，决定于 2025 年 9 月 26 日 以现场表决与网络投票相结合的方式召开公司 2025 年第四次临时股东会。 4.会议召开的日期、时间： 现场会议时间为：2025 年 9 月 26 日下午 2:30 时开始。 网络投票时间为：2025 年 9 月 26 日 3.会议召开的合法、合规性： 本次股东会的召开符合有关法律、行政法规、部门规章、规范性文件、深交所业务规则 和公司章程等的规定。 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"）董事会2025年第七次临时会议决定于 2025年9月26日召开公司2025年第四次临时股东会，公司于2025年9月9日在《证券时报》《中 国证券报》和巨潮资讯网（http:/ ...