Yunnan Provincial Energy Investment Group Co., Ltd (Surveillance Report)

Lianhe Ratings Global Limited (“Lianhe Global”) has upgraded the global scale Long-term Issuer Credit Rating of Yunnan YEIG Co., Ltd. (“YEIG” or “the company”) to ‘A’ from ‘A-’; Issuer Rating Outlook Stable.

The Issuer Credit Rating upgrade reflects the company’s increasing strategic importance in Yunnan, as the company is deepening its roles in the energy transition and development, coal and lithium sources operations, and energy industrial development in Yunnan. The company is well-positioned to enhance its involvement in energy development, construction, operations, investment, and financing, as well as the integration of power, coal, oil, gas, and related energy resources and assets. Besides. It is aligned with the development plans of the Yunnan government and strengthened YEIG’s role as the sole provincial energy investment and development company responsible for regional energy and economy development in Yunnan.

We believe this continues to present a high possibility that the Yunnan government would provide very strong support to YEIG if needed, in light of its absolute majority ownership of YEIG, YEIG’s strategic position as the most important state-owned energy entity for the investment and development of the green energy industry, and the integration of energy resources of Yunnan, and the strong linkage between the Yunnan government and YEIG, including management supervision, strategic alignment, and ongoing operational and financial support. In addition, the Yunnan government may face significant negative impact on its reputation, business and financing activities should YEIG encounter any operational or financial difficulties.

The Stable Outlook reflects our expectation that YEIG’s strategic importance would remain intact while the Yunnan government will continue to ensure YEIG’s stable operation.