Southern Company

SOleader

Southern Company is a premier energy company serving 9 million customers through its subsidiaries. It is one of the largest generators of electricity in the United States and a leader in nuclear energy through its Plant Vogtle expansion.

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产品与营收

产品营收占比

营收构成 ($25.3B)

静态数据（加载实时财务…）

Georgia Power (40%)

Alabama Power (25%)

Southern Company Gas (20%)

Southern Power (10%)

Mississippi Power & Other (5%)

业务板块构成与主要客户

产品详情

Regulated Electric Utilities70%

Electric generation, transmission, and distribution in Alabama, Georgia, Mississippi, and Virginia

Natural Gas Distribution20%

Natural gas delivery through Southern Company Gas subsidiaries

Competitive Generation10%

Wholesale power generation and energy trading through Southern Power

供应链关系

竞争对手

Duke Energy Corporation

Southeast regulated utility services

影响: Regional competitor

主要供应商

GE Aerospace

Gas and nuclear turbines

影响: High — key generation supplier

Baker Hughes Company

Gas infrastructure equipment

影响: Medium

宏观与市场背景

유틸리티行业新闻

AI 전력 수요 폭증 — 수십 년 만의 수요 증가 사이클 진입

미국 전력 수요 증가 전망

+15~20% (2030E)

데이터센터 전력 소비 비중

4% → 9% (2030E)

원자력 발전 가격

$80~120/MWh

신재생 PPA 계약 단가

$45/MWh

近期催化剂

◆NEE·SO·DUK Q1 실적 (2026.04)◆FERC 전력망 업그레이드 규정 최종안◆SMR 인허가 일정 업데이트 (NRC)

AI 分析

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企业信息

总部

Atlanta, Georgia, USA

成立时间

1945

员工人数

27,000

官网

southerncompany.com

行业概况 — 유틸리티

行业新闻