11月28日，云南能投盘中上涨2.03%，截至14:26，报12.04元/股，成交5340.81万元，换手率0.49%，总 市值110.86亿元。 云南能投所属申万行业为：公用事业-电力-风力发电。所属概念板块包括：油气管网、天然气、清洁能 源、证金汇金、盐化工等。 截至11月20日，云南能投股东户数2.82万，较上期增加11.11%；人均流通股32594股，较上期减少 10.00%。2025年1月-9月，云南能投实现营业收入19.23亿元，同比减少25.54%；归母净利润2.27亿元， 同比减少60.12%。 分红方面，云南能投A股上市后累计派现9.09亿元。近三年，累计派现4.97亿元。 机构持仓方面，截止2025年9月30日，云南能投十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股659.80万股，相比上期增加203.69万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入518.99万元，大单买入975.86万元，占比18.27%，卖出456.87万元，占 比8.55%。 云南能投今年以来股价涨8.76%，近5个交易日跌2.11%，近20日跌0.82%，近60日跌11.67%。 今年 ...

Core Viewpoint - Yunnan Energy Investment Co., Ltd. has experienced fluctuations in stock price and financial performance, with a notable increase in stock price this year but a recent decline in the short term [2]. Financial Performance - As of November 27, Yunnan Energy's stock price rose by 2.13% to 12.00 CNY per share, with a market capitalization of 11.049 billion CNY [1]. - Year-to-date, the stock price has increased by 8.40%, but it has decreased by 9.98% over the last five trading days, 0.17% over the last 20 days, and 3.15% over the last 60 days [2]. - For the period from January to September 2025, the company reported revenue of 1.923 billion CNY, a year-on-year decrease of 25.54%, and a net profit attributable to shareholders of 227 million CNY, down 60.12% year-on-year [2]. Business Overview - Yunnan Energy was established on July 25, 2002, and listed on June 27, 2006. The company is based in Kunming, Yunnan Province [2]. - The company's main business includes the production and sale of salt and related products, natural gas project development, construction, and sales, as well as wind power operations. The revenue composition is as follows: wind power 37.91%, salt and nitrate products 31.62%, natural gas 25.57%, photovoltaic power generation 2.85%, and others 2.05% [2]. - The company is classified under the public utility sector, specifically in the electricity and wind power generation industry, and is associated with concepts such as oil and gas pipelines, natural gas, clean energy, and salt chemical [2]. Shareholder Information - As of November 20, the number of shareholders increased to 28,200, up 11.11% from the previous period, with an average of 32,594 circulating shares per shareholder, a decrease of 10.00% [2]. - Since its A-share listing, Yunnan Energy has distributed a total of 909 million CNY in dividends, with 497 million CNY distributed over the past three years [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited is the sixth-largest circulating shareholder, holding 6.598 million shares, an increase of 2.037 million shares from the previous period [3].

Group 1 - Yunnan Energy Investment announced the acquisition of 100% equity in Fuyuan Yunnan New Energy Co., Ltd. from its wholly-owned subsidiary Yunnan Salt Industry Co., Ltd. for a price of RMB 3.9856 million, based on the audited net asset value as of December 31, 2024 [1] - The transaction aims to enhance resource integration and strategic development, streamline management structure, and optimize corporate governance [1] - The Fuyuan South Chong Wind Farm project has been included in the "2025 First Batch of New Energy Project Construction List" in Yunnan Province, which will accelerate the implementation of this project [1] Group 2 - For the year 2024, Yunnan Energy Investment's revenue composition is as follows: electricity 34.45%, natural gas 28.11%, food 20.22%, chemicals 14.64%, and other businesses 2.58% [2] - As of the report date, the market capitalization of Yunnan Energy Investment is RMB 9.8 billion [2]

Core Viewpoint - Yunnan Energy Investment Co., Ltd. announced the acquisition of 100% equity of Yunnan Yanshan Co., Ltd. from its wholly-owned subsidiary, Yunnan Salt Industry Co., Ltd., for a price of RMB 5.7089 million, aiming to enhance resource integration and strategic development [2] Group 1: Acquisition Details - The acquisition involves the transfer of equity within the company and is not classified as a related party transaction or a major asset restructuring under relevant regulations [2] - The target company primarily engages in the development, manufacturing, and sales of salt and its series products, packaging materials, anti-counterfeiting "iodized salt mark," and anhydrous sodium sulfate [2] - The transaction has received approval from the relevant state-owned asset regulatory authority and is expected to streamline management relationships and optimize corporate governance [2] Group 2: Strategic Implications - The acquisition aligns with the company's internal management restructuring needs and is expected to facilitate the advancement of its strategic development and resource integration [2] - The Changning Changtian Wind Farm and Zhongzhai Wind Farm have been included in the "First Batch of New Energy Project Construction List in Yunnan Province for 2025," indicating that the transaction will help accelerate the implementation of related projects [2] - The transaction will not affect the company's consolidated financial statements and is not expected to have a significant impact on the company's normal operations, future financial status, or operating results [2] Group 3: Revenue Composition - For the year 2024, the revenue composition of Yunnan Energy Investment is as follows: electricity accounts for 34.45%, natural gas 28.11%, food 20.22%, chemicals 14.64%, and other businesses 2.58% [3]

Core Viewpoint - Yunnan Energy Investment Co., Ltd. is enhancing its resource integration and strategic development by acquiring 100% equity of Huaping Yuneng New Energy Co., Ltd. from its wholly-owned subsidiary, Yunnan Salt Industry Co., Ltd. for a price based on the audited net asset value of RMB 3.5529 million as of December 31, 2024 [3]. Group 1: Business Composition - For the year 2024, Yunnan Energy Investment's revenue composition is as follows: electricity accounts for 34.45%, natural gas for 28.11%, food for 20.22%, chemicals for 14.64%, and other businesses for 2.58% [1]. Group 2: Transaction Details - The acquisition is part of an internal management restructuring aimed at professionalizing management, streamlining management levels, and optimizing corporate governance [3]. - The transaction has received approval from the relevant state-owned assets regulatory authority and does not constitute a related party transaction or a major asset restructuring as defined by the regulations [3]. - The acquisition is expected to accelerate the implementation of the Huaping County Xifeng Wind Power Project, which is included in the first batch of new energy projects for Yunnan Province in 2025 [3]. - This transaction will not affect the company's consolidated financial statements and will not have a significant impact on the company's normal operations, future financial status, or operating results [3].