Sempra

SREleader

Sempra is a North American energy infrastructure company operating through its regulated California utilities and its Sempra Infrastructure segment, which develops LNG export terminals and renewable energy projects.

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产品与营收

产品营收占比

营收构成 ($16.7B)

静态数据（加载实时财务…）

SoCalGas (35%)

SDG&E (30%)

Sempra Infrastructure (30%)

Corporate & Other (5%)

业务板块构成与主要客户

产品详情

San Diego Gas & Electric30%

Electric and natural gas service to San Diego and southern Orange County

Southern California Gas35%

Largest natural gas distribution utility in the United States

Sempra Infrastructure35%

LNG export terminals, renewable energy, and cross-border energy projects

供应链关系

竞争对手

Dominion Energy, Inc.

Regulated utility and infrastructure operations

影响: National competitor

合作伙伴

ConocoPhillips

LNG supply and infrastructure

影响: High — key LNG partner

主要供应商

GE Aerospace

Turbine and generation 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

点击「获取 AI 分析」以获得 Sempra 的 AI 供应链分析。

企业信息

总部

San Diego, California, USA

成立时间

1998

员工人数

16,500

官网

sempra.com

行业概况 — 유틸리티

行业新闻