【云南能投发布异动公告，新能源增量项目运营存不确定性】8月28日，云南能投(002053.SZ)发布异动公 告。为推进新能源上网电价市场化改革，云南省多部门印发相关实施方案通知，规定增量项目机制电价需 竞价形成，对公司新能源增量项目未来运营影响有不确定性，提醒投资者注意风险。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

转自：证券时报 人民财讯8月28日电，二连板云南能投(002053)8月28日晚间披露股票交易异动公告称，云南省发展和改 革委员会、云南省能源局、国家能源局云南监管办公室日前印发《云南省深化新能源上网电价市场化改 革 促进新能源高质量发展的实施方案》的通知。根据上述实施方案，增量项目（2025年6月1日起全容 量并网，下同）机制电价需通过竞价形成，对公司新能源增量项目未来运营的影响尚存在一定不确定 性，请广大投资者注意投资风险。 ...

证券代码：002053 证券简称：云南能投 公告编号：2025-107 云南能源投资股份有限公司 股票交易异常波动公告 云南能源投资股份有限公司（以下简称"公司"或"本公司"）股票（证券 代码：002053，证券简称：云南能投）交易价格于 2025 年 8 月 27 日、8 月 28 日连续两个交易日内收盘价格涨幅偏离值累计超过 20%，根据深圳证券交易所的 有关规定，属于股票交易异常波动。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司通过发函等方式对相关事项进行了核查， 现就相关情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处。 2.公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 3.近期公司经营情况正常，内外部经营环境未发生重大变化。 4.经征询，公司、控股股东和实际控制人不存在关于本公司的应披露而未披 露的重大事项或处于筹划阶段的重大事项。 5.经征询，公司控股股东、实际控制人在本公司股票交易异常波动期间未买 卖本公司股票。 三、是否存在应披露而未披露信息的说明 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 ...

Market Overview - The electricity sector experienced a decline of 1.15% on the trading day, with Fuling Power leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Stock Performance - Notable gainers in the electricity sector included: - *ST Lingda (300125): Closed at 8.36, up 19.94% with a trading volume of 118,500 shares and a turnover of 97.61 million yuan - Yunnan Energy Investment (002053): Closed at 12.39, up 10.04% with a trading volume of 567,600 shares and a turnover of 684 million yuan - Huayin Power (600744): Closed at 8.57, up 10.01% with a trading volume of 4.75 million shares and a turnover of 4.01 billion yuan [1] - Conversely, Fuling Power (600452) saw a significant decline, closing at 10.70, down 8.55% with a trading volume of 732,600 shares and a turnover of 806 million yuan [2] Capital Flow - The electricity sector experienced a net outflow of 703 million yuan from institutional investors, while retail investors saw a net inflow of 873 million yuan [2] - The capital flow for key stocks showed: - Huayin Power (600744): Net inflow of 1.11 billion yuan from institutional investors, but a net outflow of 551 million yuan from retail investors [3] - Shanghai Power (600021): Net inflow of 412 million yuan from institutional investors, with a net outflow of 220 million yuan from retail investors [3] - Yunnan Energy Investment (002053): Net inflow of 139 million yuan from institutional investors, but a net outflow of 58.34 million yuan from retail investors [3]

Financial Performance - Yunnan Energy Investment reported a total revenue of 1.595 billion yuan for the first half of 2025, a decrease of 13.93% year-on-year [1] - The net profit attributable to shareholders was 311 million yuan, down 45.24% compared to the previous year [1] - The gross profit margin was 37.89%, a decline of 22.41% year-on-year, while the net profit margin was 18.97%, down 37.02% [1] - The company’s accounts receivable reached 1.635 billion yuan, an increase of 10.04% year-on-year, with accounts receivable accounting for 242.15% of the net profit [1][4] Cost and Expenses - Total sales, management, and financial expenses amounted to 273 million yuan, representing 17.1% of revenue, an increase of 5.02% year-on-year [1] - Sales expenses decreased by 40.86% due to adjustments in reporting food salt sales costs [3] - Financial expenses increased by 69.93% due to capitalization of interest expenses from bank loans related to wind power projects [3] Investment and Capital Expenditure - The company’s return on invested capital (ROIC) was 4.54%, indicating weak capital returns historically [4] - The company is focusing on expanding its renewable energy projects, including a 670,000 kW wind power expansion and an 85,000 kW photovoltaic project [4] Dividend Policy - The cash dividend payout ratio for 2023 was 30.55% of the net profit, expected to increase to 45.01% in 2024, indicating a commitment to a stable dividend policy [5] Business Model and Market Position - The company’s performance is heavily reliant on capital expenditure, necessitating careful evaluation of project viability and funding pressures [4] - The company has a strong position in the salt and renewable energy markets, with significant production capacities and competitive advantages in wind energy [4]

Core Viewpoint - Yunnan Energy Investment (stock code: 002053.SZ) reported a steady performance in the first half of 2025, achieving operating revenue of 1.595 billion yuan, total profit of 333 million yuan, and net profit attributable to shareholders of 311 million yuan, focusing on green energy and salt industry transformation [1] Group 1: New Energy Business - The company made significant progress in the new energy sector, with total installed capacity reaching 1.9964 million kilowatts and ongoing projects totaling 722,300 kilowatts [2] - The company accelerated the construction of wind and solar projects, with notable achievements including the early completion of the Malong District bamboo garden photovoltaic project and the connection of the first batch of wind turbines at the Yongning Wind Farm [2] - Collaboration with the controlling shareholder, Energy Investment Group, has led to the signing of agreements for projects totaling 1.10396 million kilowatts, enhancing resource acquisition [3] Group 2: Industry Growth Potential - The new energy generation industry is expected to continue its rapid growth, with an average annual increase of 300 million kilowatts in installed capacity during the 14th Five-Year Plan period, potentially doubling the total installed capacity to over 3 billion kilowatts by 2030 [4] - Yunnan Province possesses abundant wind and solar resources, providing a favorable environment for the company's project development and resource acquisition [4] Group 3: Salt Industry Performance - The salt business remains a core traditional segment for the company, benefiting from high-quality raw salt resources and a strong brand presence in the market [5] - The company achieved a year-on-year reduction of 8.13% in unit production costs through efficient management and green production initiatives [5] - Sales volume of salt products increased by 4.54% and 2.25% year-on-year, with a stable market share of over 80% in the province and a 7.4% increase in sales outside the province [6] Group 4: Future Outlook - The company aims to become a leading green energy enterprise in Yunnan and a competitive comprehensive operator in the region, focusing on expanding its green energy business through self-construction and acquisitions [6] - The salt industry will continue to evolve, reinforcing market advantages and contributing to the company's high-quality development [6]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) reported a steady performance in the first half of 2025, achieving operating revenue of 1.595 billion yuan and a net profit of 311 million yuan, focusing on green energy and salt industry transformation [1] Group 1: Financial Performance - The company achieved operating revenue of 1.595 billion yuan and a total profit of 333 million yuan in the first half of 2025 [1] - The net profit attributable to shareholders was 311 million yuan, indicating a solid financial position [1] Group 2: New Energy Business Development - The total installed capacity of the company's new energy projects reached 199.64 MW, with ongoing projects adding 72.23 MW and planned projects contributing 41.375 MW [2] - The company successfully exceeded 200 MW in total installed capacity with the completion of various wind and solar projects [2] - The company is actively pursuing new energy projects and innovative initiatives, including compressed air energy storage and sodium-ion battery systems [2][3] Group 3: Strategic Collaborations and Resource Acquisition - The company has signed agreements with its controlling shareholder for projects totaling 110.396 MW, enhancing resource acquisition [3] - The company’s wind power projects have shown superior operational performance, with average utilization hours significantly exceeding national averages [3] Group 4: Industry Growth Potential - The new energy sector is expected to continue its rapid growth, with an average annual increase of 30 million kW in installed capacity during the 14th Five-Year Plan [4] - By 2030, the total installed capacity of new energy in China is projected to exceed 3 billion kW, indicating substantial growth opportunities for the company [4] Group 5: Salt Industry Performance - The salt business remains a core traditional segment, benefiting from strong brand recognition and market presence in Yunnan [5] - The company achieved a reduction in production costs by 8.13% and improved energy efficiency through technological upgrades [5][6] - The company expanded its market presence, achieving a 4.54% increase in salt production and a 7.4% increase in sales outside the province [6] Group 6: Future Outlook - The company aims to become a leading green energy enterprise in Yunnan and a competitive new energy operator in the region, focusing on both organic growth and acquisitions [6]

Group 1 - The board of directors of Yunnan Energy Investment Co., Ltd. held its second regular meeting for 2025 on August 20, 2025, with all 9 directors present, complying with the Company Law and the Articles of Association [1] - The meeting approved the "2025 Half-Year Report and its Summary" with 9 votes in favor, 0 against, and 0 abstentions [1] - The financial information in the "2025 Half-Year Report" has been reviewed and approved by the company's audit committee [2] Group 2 - The board also approved the "Special Report on the Management and Use of Raised Funds for the First Half of 2025" with the same voting results [3] - The "Shareholder Dividend Return Plan for the Next Three Years (2025-2027)" was approved and will be submitted to the shareholders' meeting for further review [3] - The specific date for the shareholders' meeting will be announced later [3]

证券代码：002053 证券简称：云南能投 公告编号：2025-106 云南能源投资股份有限公司监事会 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 一、监事会会议召开情况 云南能源投资股份有限公司（以下简称"公司"）监事会2025年第二次定期会议于2025 年8月11日以书面及邮件形式通知全体监事，于2025年8月20日下午2:00在公司四楼会议室 以现场结合通讯方式召开。会议应出席监事五人，实出席监事五人。监事会主席王青燕、 监事谭可、何金、李显芳现场出席，监事文春燕因工作原因以通讯方式参加本次会议。会 议由监事会主席王青燕女士主持，符合《中华人民共和国公司法》和《公司章程》的规定， 会议召开合法有效。 经审核，监事会认为董事会编制和审核《公司2025年半年度报告》的程序符合法律、 行政法规和中国证监会的规定，报告内容真实、准确、完整地反映了公司的实际情况，不 存在任何虚假记载、误导性陈述或者重大遗漏。 （二）会议以5票同意，0票反对，0票弃权，通过了《关于2025年半年度募集资金存 放、管理与使用情况的专项报告》。 经审核，监事会认为公司2025年半年 ...

Group 1 - The company Yunnan Energy Investment (SZ 002053) reported a revenue of approximately 1.595 billion yuan for the first half of 2025, representing a year-on-year decrease of 13.93% [2] - The net profit attributable to shareholders of the listed company was about 311 million yuan, showing a significant year-on-year decline of approximately 45.24% [2] - The basic earnings per share were 0.338 yuan, which also reflects a year-on-year decrease of 45.24% [2]