云南能投(002053.SZ)：子公司拟投资建设昆明安宁350MW压缩空气储能示范项目

Core Viewpoint - Yunnan Energy Investment (002053.SZ) is actively pursuing the development of energy resources in line with national and provincial strategies, focusing on the construction of a 350MW compressed air energy storage demonstration project in Kunming Anning to enhance the company's renewable energy ecosystem [1] Investment Project Summary - The total investment for the Kunming Anning 350MW compressed air energy storage project is 1.87167 billion yuan, with 20% funded by equity and the remaining through bank loans and other debt financing [1] - The project will include the construction of an air compression system, turbine power generation system, heat storage system, water supply system, and a booster station [1] - The project aims to store 1,750MWh of electrical energy using the stable and reliable salt cavern resources (An1-An4 wells) validated by the Wuhan Institute of Rock and Soil Mechanics, Chinese Academy of Sciences [1] - A 220kV booster station will be built to connect to the Kunming 220kV Pujie Substation, with the final connection plan subject to grid approval [1] - The project will utilize a non-combustion compressed air energy storage technology, with an 8-hour charging duration and a 5-hour rated power generation duration, achieving a minimum annual utilization of 1,300 hours [1] - The total construction period for the project and its supporting facilities is set at 18 months [1]