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Exelon第一季度扩大资本支出计划，输电管道扩建。

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-- Exelon (EXC) 周三公布了第一季度公用事业收益，同时扩大了其 2026-2029 年的资本投资计划。 Exelon 的资本支出计划包括在 2026-2029 年间投资约 417 亿美元，其中输电领域的投资比例将不断增长，此外，输电领域还有 120-170 亿美元的潜在增长空间。 修订后的资本计划反映了每年 7.9% 的目标费率基数增长。 Exelon 概述了由数据中心驱动的增长计划，潜在负荷约为 18-19 吉瓦，截至 2025 年第四季度财报电话会议，其中约 45% 已通过输电服务协议得到保障。 该公司表示，其运营着 11,197 条输电线路，其中包括约 3,300 英里的超高压线路。 关于项目活动，Exelon表示，PJM董事会已批准约17亿美元的合作项目，这些项目均属于2025年区域输电扩建计划第一阶段（2025 Regional Transmission Expansion Plan Window 1）的范畴。 该公司还在MISO的长期输电规划第二阶段（Long Range Transmission Planning Tranche 2.1）中提交了两份合作投标，目标是伊利诺伊州约19亿美元的输电项目。 这家受美国监管的电力和天然气公用事业运营商表示，第一季度公用事业收益整体走强，这得益于其子公司Commonwealth Edison和Pepco获批的配电和输电费率上调，以及Baltimore Gas and Electric的配电费率获批。 其他利好因素包括PECO Energy此前未获得客户附加费抵免、ComEd在建设期间使用的资金补贴增加，以及PECO受益于有利的天气条件和较低的所得税。 该公司指出，近期费率上调反映了与基础设施投资相关的成本回收机制的更新，这些机制有助于提高供电可靠性并降低停电相关成本。

Price: $45.93, Change: $-0.25, Percent Change: -0.54%

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Exelon第一季度扩大资本支出计划，输电管道扩建。 | FINWIRES