Core Viewpoint - Yunnan Energy Investment announced a capital increase for its wholly-owned subsidiary, Anning Yunnan Energy Storage Technology Co., Ltd., to support the funding needs of the 350MW compressed air energy storage demonstration project in Kunming Anning [2] Group 1: Company Actions - The company approved a capital increase of RMB 37.2 million for its subsidiary to ensure the smooth progress of the energy storage project [2] - After the capital increase, the registered capital of the subsidiary will rise from RMB 1 million to RMB 37.3 million [2] - The capital injection will be conducted in phases according to the project's progress, with the management authorized to handle the specifics of the capital increase [2]

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]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) has approved the investment in the Kunming Anning 350MW compressed air energy storage demonstration project to meet grid peak regulation and large-scale integration of renewable energy [1][2] Group 1: Project Overview - The project has a construction scale of 350MW/1750MWh, including systems such as air compression, turbine generation, heat storage, water supply, and booster stations [2] - The total investment for the project is 1.872 billion yuan, with 20% funded by equity and the remaining through bank loans and other debt financing [1][2] Group 2: Technical Details - The project will utilize the stable and reliable salt cavern resources from wells An1 to An4, which have been verified by the Wuhan Institute of Rock and Soil Mechanics, Chinese Academy of Sciences [2] - A 220kV booster station will be constructed to connect to the Kunming 220kV Pujie Substation, with the final connection plan subject to grid approval [2] - The energy storage system will operate with a charging duration of 8 hours and a rated power generation duration of 5 hours, achieving an annual utilization of no less than 1300 hours [2] Group 3: Project Timeline - The total construction period for the project and its supporting facilities is set for 18 months [2]

Core Viewpoint - Yunnan Energy Investment (002053.SZ) has approved the investment in a 350MW compressed air energy storage demonstration project in Kunming Anning, with a total investment of 1.872 billion yuan to enhance grid peak regulation and large-scale integration of renewable energy [1][2] Group 1: Project Overview - The Kunming Anning 350MW compressed air energy storage project will have a construction scale of 350MW/1750MWh [2] - The project will include systems such as air compression, turbine generation, heat storage, water supply, and a booster station [2] - The project will utilize the stable and reliable salt cavern resources (An1-An4 wells) for energy storage, validated by the Wuhan Institute of Rock Mechanics, Chinese Academy of Sciences [2] Group 2: Financial and Technical Details - The total investment for the project is 1.872 billion yuan, with 20% funded by equity and the remaining through bank loans and other debt financing [1] - The project will employ 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 1300 hours [2] - The construction period for the project and its supporting facilities is set for 18 months [2]

每经头条（nbdtoutiao）——"短板"正在被一块块补上！直击湾芯展："中国芯"是怎么炼成的 （记者 王晓波） 截至发稿，云南能投市值为113亿元。 每经AI快讯，云南能投（SZ 002053，收盘价：12.32元）10月16日晚间发布公告称，2025年10月15日， 云南能源投资股份有限公司董事会2025年第八次临时会议以9票同意，0票反对，0票弃权，通过了《关 于对全资子公司安宁云能投储能科技有限公司增资的议案》。为满足全资子公司安宁云能投储能科技有 限公司（以下简称"储能公司"）昆明安宁350MW压缩空气储能示范项目的资金需求，保障其工程项目 建设的顺利推进，同意公司以自有资金对储能公司增资人民币3.72亿元，匹配项目进展分批注资，并授 权公司管理层办理增资相关具体事宜。本次增资完成后，储能公司注册资本将从人民币100万元增加至 人民币3.73亿元。 ...