一、召开会议的基本情况 证券代码：002053 证券简称：云南能投 公告编号：2025-113 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通知 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。 1.股东会届次：云南能源投资股份有限公司（以下简称"公司"）2025 年第四次临时股 东会。 2.股东会的召集人：公司董事会。 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。 3.会议召开的合 ...

证券代码：002053 证券简称：云南能投 公告编号：2025-111 云南能源投资股份有限公司董事会 2025年第七次临时会议决议公告 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。 一、董事会会议召开情况 云南能源投资股份有限公司（以下简称"公司"）董事会 2025 年第七次临时会议于 2025 年 9 月 4 日以书面及邮件形式通知全体董事，于 2025 年 9 月 8 日以通讯传真表决方式召开。 会议应出席董事 8 人，实出席董事 8 人。本次会议出席人数、召开程序、议事内容均符合《公 司法》和《公司章程》的规定。 二、董事会会议审议情况 （一）会议以 8 票同意，0 票反对，0 票弃权，通过了《关于提名公司第八届董事会非独 立董事候选人的议案》。 鉴于张万聪先生因工作调整原因已辞去公司董事职务，为保证公司董事会正常运作，经 公司控股股东云南省能源投资集团有限公司提名、公司董事会提名委员会审核，公司董事会 同意向公司股东会提名秦岩女士为公司第八届董事会非独立董事候选人，任期自公司股东会 决议通过之日起至公司第八届董事会届满之日止。 该议案已经公司董事会 ...

Investment Rating - The report maintains a "Positive" investment rating for the green electricity sector [8]. Core Insights - The acceleration of subsidy recovery signals a significant improvement in the financial health of renewable energy operators, enhancing cash flow and potentially allowing for the reversal of previously recognized receivable impairments [2][10]. - The green certificate market is experiencing a recovery, with prices increasing due to improved supply-demand dynamics, which is expected to restore the narrative around the green electricity sector [2][10]. Summary by Sections Subsidy Recovery - In August, several companies received substantial subsidy payments, indicating a faster recovery process for industry-wide subsidies. For instance, Solar Energy, Jinko Technology, and Longyang Energy received subsidies of 1.68 billion, 939 million, and 633 million RMB respectively, accounting for 74.6%, 78.3%, and 74.5% of their annual recovery totals [10]. - The cumulative subsidy recovery from January to August for these companies increased by 258.6%, 340.5%, and 272.0% year-on-year, with total amounts far exceeding the entire recovery for 2024 [10]. Green Certificate Market - The green certificate trading volume reached 68.21 million in July, with a year-on-year increase of 126.08% for the first seven months of 2025. The average price of green certificates rose to 4.61 RMB per unit, a 35.42% increase from the previous month [10]. - The price of green certificates for 2025 has reached 6.88 RMB per unit, reflecting a 6.17% increase, which translates to a compensation of 0.007 RMB per kilowatt-hour for renewable energy generation [10]. Investment Recommendations - The report suggests focusing on quality coal-fired power operators such as Huaneng International, Datang Power, and Guodian Power, as well as hydropower companies like Yangtze Power and State Power Investment Corporation [10]. - For the renewable energy sector, it recommends companies like Longyuan Power, China Nuclear Power, and Zhongmin Energy, highlighting their potential for growth amid favorable policy changes [10].

（文章来源：证券日报） 证券日报网讯 9月5日晚间，云南能投发布公告称，截至目前，公司所属公司2025年度累计获得国家可 再生能源电价附加资金补助总计590，538，697.79元。 ...

Group 1 - Huaneng Power announced that its shareholder Hunan Energy Group plans to reduce its stake by up to 20.31 million shares, not exceeding 1% of the total share capital [1] - Ankai Bus reported a production of 1,012 buses in August, a year-on-year increase of 68.06%, with sales of 773 buses, up 46.95% year-on-year [1] - Lianhuan Pharmaceutical received a drug registration certificate for Famotidine injection, classified as a Class 3 chemical drug [1][2] Group 2 - Dongrui Co. reported sales of 94,800 pigs in August, generating revenue of 160 million yuan, a month-on-month decrease of 5.48% [3] - Tiancheng Control's subsidiary received a notification for a passenger car seat assembly project, expected to start production in April 2026 [5] - ST Huluwa obtained a drug registration certificate for Cefodizime capsules, a third-generation broad-spectrum cephalosporin [6] Group 3 - Jiulong Biotech announced the resignation of its Vice Chairman and General Manager Liang Hongjun due to work adjustments [8] - Guanhua High-tech's shareholder plans to reduce its stake by up to 17.50 million shares, not exceeding 1% of the total share capital [9] - Hebei Steel received approval to issue bonds totaling up to 10 billion yuan [10] Group 4 - Yunnan Energy Investment's subsidiaries received a total of 309 million yuan in renewable energy price subsidies [12] - Zhenghong Technology reported sales of 16,800 pigs in August, with a revenue of 22.87 million yuan, showing a year-on-year increase in sales volume of 63.31% [14] - Jilin Aodong's subsidiary received a drug registration certificate for a solution used in asthma treatment [16] Group 5 - Aonong Biological reported a 26.84% year-on-year increase in pig sales volume in August, reaching 150,100 pigs [18] - Xingdesheng announced a share repurchase plan with a budget of 15 to 30 million yuan [20] - Yueyang Lin Paper's Chairman Ye Meng resigned due to work adjustments [22] Group 6 - Kangchen Pharmaceutical's controlling shareholder plans to reduce its stake by up to 4.78 million shares, not exceeding 3% of the total share capital [23] - Changchun Yidong's General Manager Liu Xiaodong resigned due to work adjustments [25] - Zhongzai Resources' subsidiary received a government subsidy of 12.75 million yuan [26] Group 7 - Tianyu Biological reported a 41.89% month-on-month increase in sales revenue from pig sales in August [27] - Changfei Optical's shareholder Draka Comteq B.V. reduced its stake from 10% to 5% [27] - Zhongchuan Technology's Chairman Wu Xingwang resigned due to work adjustments [28] Group 8 - Huakang Clean announced a successful bid for a medical service construction project valued at 131 million yuan [29] - Yuegui Co. plans to establish a wholly-owned subsidiary with a registered capital of 100 million yuan [31] - Baisheng Intelligent's Vice General Manager and Board Secretary Huang Lijun resigned for personal reasons [32] Group 9 - Jiangsu Shuntian will change its stock name to "Suhao Fashion" starting September 10, 2025 [34] - Jiahe Meikang's shareholder plans to reduce its stake by up to 1.3759 million shares, not exceeding 1% of the total share capital [35] - Heng Rui Pharmaceutical received approval for clinical trials of HRS-4729 injection [37] Group 10 - Changfei Optical's shareholder plans to reduce its stake by up to 110,000 shares, not exceeding 0.15% of the total share capital [39] - Yutong Bus reported sales of 4,260 vehicles in August, a year-on-year increase of 16.78% [40] - JinkoSolar received 646 million yuan in renewable energy subsidies in August, a 248% increase year-on-year [41] Group 11 - Beijing Lier signed a strategic cooperation agreement with SenseTime and Xiwang Technology for AI collaboration [43] - Gongdong Medical's controlling shareholder plans to reduce its stake by up to 3% [44] - Zhonghuan Hailu terminated its control change plan and resumed trading [46] Group 12 - Longzi Co. reported a tax payment of 22.27 million yuan due to a tax audit [48] - Guoguang Chain's controlling shareholder plans to reduce its stake by up to 2.99% [49] - Guoxin Technology successfully tested a new high-performance chip for automotive electronics [50] Group 13 - GF Securities reported a cumulative increase in borrowings exceeding 20% of its net assets [51] - China Construction Bank's subsidiary plans to increase capital by 3 billion yuan [52] - Jifeng Technology plans to establish a wholly-owned subsidiary with a capital of 50 million yuan [53] Group 14 - Jiantou Energy received approval for a stock issuance plan to specific investors [54] - Shanghai Laishi's executives plan to collectively increase their holdings by at least 6 million yuan [55] - Wencan Co. reported a fire incident at its subsidiary, with no casualties reported [56]

Core Viewpoint - Yunnan Energy Investment (002053) announced on September 5 that its wholly-owned subsidiary, Shilin Yundian Investment New Energy Development Co., Ltd., received a total of 309 million yuan in renewable energy price subsidy funds on September 4 [1] Group 1 - As of now, the company has received a total of 591 million yuan in national renewable energy price subsidy funds for the cumulative period up to the fiscal year 2025 [1]

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。 一、基本情况 云南能源投资股份有限公司（以下简称"公司"）的全资子公司石林云电投 新能源开发有限公司、会泽云能投新能源开发有限公司、马龙云能投新能源开 发有限公司、大姚云能投新能源开发有限公司及控股子公司泸西县云能投风电 开发有限公司于 2025 年 9 月 4 日收到云南电网有限责任公司根据《财政部国家 发展改革委国家能源局关于公布可再生能源电价附加资金补助目录（第一批至 第七批）的通知》拨付的可再生能源电价附加资金补助合计 309,478,799.82 元。 截至目前，公司所属公司 2025 年度累计获得国家可再生能源电价附加资金补助 总计 590,538,697.79 元。具体如下： 证券代码：002053 证券简称：云南能投 公告编号：2025-110 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 | 序号 | 公司名称 | 本次收到国家可再生能源 | 年度截至目前累计 2025 | | --- | --- | --- | --- | | | | 电价附加 ...

张万聪先生在任职期间恪尽职守、勤勉尽责，公司及公司董事会对张万聪先生在任职期 间所做的辛勤工作和贡献表示衷心感谢！ 特此公告。 云南能源投资股份有限公司董事会 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"）董事会于2025年9月4日收到公司董事 张万聪先生的书面辞职报告，张万聪先生因工作调整原因请辞所担任的公司第八届董事会董 事职务。张万聪先生辞去上述职务后，不再担任公司任何职务。 截至本公告披露日，张万聪先生未持有公司股份，也不存在按照相关监管规定应履行而 未履行的任何承诺。 根据《公司法》和《公司章程》的有关规定，张万聪先生的辞职不会导致公司董事会成 员低于法定最低人数，不会影响公司生产经营的正常进行及相关工作的正常开展，其辞职报 告自送达董事会之日起生效。公司将按照《公司法》《公司章程》等相关规定尽快完成新任 董事的补选工作。 证券代码：002053 证券简称：云南能投 公告编号：2025-109 云南能源投资股份有限公司 关于公司董事辞职的公告 2025 年 9 月 5 日 1 ...

Group 1 - The core point of the article is the resignation of Zhang Wancun from the board of directors of Yunnan Energy Investment Co., Ltd. due to work adjustments, effective September 4, 2025 [1] - Yunnan Energy Investment's revenue composition for the first half of 2025 is as follows: electricity accounts for 40.76%, natural gas for 25.57%, food for 18.9%, chemicals for 12.72%, and other businesses for 2.05% [1] - As of the report date, Yunnan Energy Investment has a market capitalization of 12.3 billion yuan [1]

Core Viewpoint - As of September 3, a total of 129 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Longest Net Inflows - The stocks with the longest consecutive net inflows are Meishuo Technology and China Steel International, both having recorded net inflows for 16 consecutive trading days [1] - Other stocks with significant consecutive net inflows include Yanjinpuzi, Sanwei Co., Eastern Airlines Logistics, Lante Optics, Lude Environment, Hualan Biological Engineering, Yunnan Energy Investment, and Information Development [1]