According to Zhitong Finance App, Yunnan Energy Investment (002053.SZ) released its 2026 semi-annual report. During the reporting period, the company achieved operating income of 1,240 million yuan, a year-on-year decrease of 24.5%; net profit attributable to shareholders of listed companies was 307 million yuan, down 1.26% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 304 million yuan, up 0.28% year on year; basic earnings per share were 0.3337 yuan.
During the reporting period, the company's new energy sector achieved a 2.42% increase in revenue over the same period of the previous year, and realized a 5.30% decrease in net profit attributable to owners of the parent company compared to the same period last year. Mainly because the average wind speed of the company's wind farm increased slightly compared to the same period last year during the reporting period; during the reporting period, the company's total new energy generation capacity increased by 23.40% over the same period of the previous year, and sold 2,631 billion kilowatt-hours of electricity, an increase of 24.71% over the same period last year, mainly due to the rapid increase in the installed capacity of new energy sources in the province; on the other hand, with insufficient system regulation capacity, peak power supply pressure increased during the midday photovoltaic power generation period, and peak electricity shortages were formed. Daily peak power shortage and trough There is a structural contradiction between “power abandonment coexisting, surplus electricity on sunny days and tight power supply on cloudy days”. The electricity abandonment rate increased year-on-year during the reporting period, and electricity prices declined; furthermore, as the scale of the company's new energy installed capacity expanded, fixed costs such as depreciation increased accordingly.
During the reporting period, the company's salt sector achieved a 0.29% increase in revenue over the same period of the previous year, and realized a 7.42% decrease in net profit attributable to owners of the parent company compared to the same period of the previous year. This is mainly due to a slight year-on-year increase in total salt sales during the reporting period, but sales of small bags of table salt in the province with high added value decreased slightly year-on-year; sales of industrial salt and magnolia increased year-on-year, but due to the influence of downstream sentiment, the average sales price of industrial salt with the two bases declined year-on-year.