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Exelon第一季擴大資本支出計劃，輸電管道擴建。

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-- Exelon (EXC) 週三公佈了第一季公用事業收益，同時擴大了 2026-2029 年的資本投資計畫。 Exelon 的資本支出計畫包括在 2026-2029 年間投資約 417 億美元，其中輸電領域的投資比例將持續成長，此外，輸電領域還有 12-170 億美元的潛在成長空間。 修訂後的資本計畫反映了每年 7.9% 的目標費率基數成長。 Exelon 概述了由資料中心驅動的成長計劃，潛在負載約為 18-19 吉瓦，截至 2025 年第四季財報電話會議，其中約 45% 已透過輸電服務協議得到保障。 該公司表示，其營運 11,197 條輸電線路，其中包括約 3,300 英里的超高壓線路。 關於專案活動，Exelon表示，PJM董事會已批准約17億美元的合作項目，這些項目均屬於2025年區域輸電擴建計畫第一階段（2025 Regional Transmission Expansion Plan Window 1）的範疇。 該公司還在MISO的長期輸電規劃第二階段（Long Range Transmission Planning Tranche 2.1）中提交了兩份合作投標，目標是伊利諾伊州約19億美元的輸電項目。 這家受美國監管的電力和天然氣公用事業業者表示，第一季公用事業收益整體走強，這得益於其子公司Commonwealth Edison和Pepco獲準的配電和輸電費率上調，以及Baltimore Gas and Electric的配電費率獲批。 其他利好因素包括PECO Energy先前未獲得客戶附加費抵免、ComEd在建設期間使用的資金補貼增加，以及PECO受益於有利的天氣條件和較低的所得稅。 該公司指出，近期費率上調反映了與基礎設施投資相關的成本回收機制的更新，這些機制有助於提高供電可靠性並降低停電相關成本。

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

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