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云南能投(002053) - 2025年7月29日投资者关系活动记录表
YEICYEIC(SZ:002053)2025-07-29 11:46

Group 1: Company Overview and Strategic Direction - The company has a current salt production capacity of 1.8 million tons per year [2] - The completion of the energy-saving and carbon-reduction technology transformation project at Kunming Salt Mine is expected to increase salt production capacity by over 200,000 tons [2] - The company is transitioning from traditional salt production to renewable energy, supported by its major shareholder, Yunnan Energy Investment Group [3] Group 2: New Energy Projects and Developments - The company is actively developing new energy projects, including a 350 MW compressed air energy storage demonstration project [3] - The efficiency of the compressed air energy storage system is approximately 70% [3] - In 2025, the company plans to advance the construction of a 670,000 kW wind power expansion project and an 85,000 kW photovoltaic project [4] - The Ma Long Zhu Yuan 10,000 kW photovoltaic project achieved full capacity grid connection on April 30, 2025 [4] Group 3: Future Plans and Strategic Goals - The company is currently formulating its "15th Five-Year" strategic plan, focusing on strengthening its core business in green energy [3] - The company aims to enhance operational management and cost control through its new energy centralized control center [3]