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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產品與營收

產品營收佔比

營收結構 ($25.3B)

靜態數據（加載即時財務…）

Georgia Power (40%)

Alabama Power (25%)

Southern Company Gas (20%)

Southern Power (10%)

Mississippi Power & Other (5%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Duke Energy Corporation

Southeast regulated utility services

影響: Regional competitor

主要供應商

GE Aerospace

Gas and nuclear turbines

影響: High — key generation supplier

Baker Hughes Company

Gas infrastructure equipment

影響: Medium

宏觀與市場背景

유틸리티行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

Atlanta, Georgia, USA

成立時間

1945

員工人數

27,000

官網

southerncompany.com

行業概況 — 유틸리티

行業新聞