SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

SO

状态日期:2026-05-27

谨慎
中高低正常
概览观点时间线信号证据AI行业

Serenity观点

看空

推文立场

价格动量

总览股票跟踪推文AI关注我

中性

60D / 252D

信号分数

12

新增排序

24h 提及

0

短线新增

7日新闻

0

none

收入同比

10.6%

改善

概览

核心结论

作者立场:看空;价格动量:中性。最新证据:Utilities: $NEE, $DUK, $SO - Utilities carry heavy debt to maintain power grids 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 3 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

看空

价格动量

中性

首次提出

2026-03-22 11:02

来源

llm

更新时间

2026-03-22 11:02

作者立场:看空;价格动量:中性。最新证据:Utilities: $NEE, $DUK, $SO - Utilities carry heavy debt to maintain power grids

当前观点证据

2026-03-22 11:02看空

Utilities: $NEE, $DUK, $SO - Utilities carry heavy debt to maintain power grids

Serenity 变化

时间线

首次提出2026-03-22 11:02看空
原推

Utilities: $NEE, $DUK, $SO - Utilities carry heavy debt to maintain power grids

  1. 2026-03-22 11:02看空初始观点

    Utilities: $NEE, $DUK, $SO - Utilities carry heavy debt to maintain power grids

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 3

复核时间:2026-05-27

证据

证据摘要

最新期 2025营收 30BBeta 0.36披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

30B

营收同比

10.6%

毛利率

29.8%

2022

营收 29BYoY 26.7%经营 18.3%净利 12.1%

2023

营收 25BYoY -13.8%经营 23.1%净利 15.7%

2024

营收 27BYoY 5.8%经营 26.4%净利 16.5%

2025

营收 30BYoY 10.6%经营 24.6%净利 14.7%

简读 + 重点消息

消息面

0 条 7日新闻,压力 none。

当前 profile 没有可解析的公司新闻。

近期披露

披露信息

Filing body read (8-K 2026-05-15) Southern Company disclosed results of its May 13, 2026 annual meeting, including director elections, approval of executive compensation, auditor ratification, several certificate amendments, and rejection of three stockholder proposals. Material changes: All twelve director nominees were elected to the Board of Directors.; Stockholders approved, on an advisory basis, named executive officer compensation.; Stockholders ratified Deloitte & Touche LLP as independent registered public accounting firm for 2026.. Risks: Potential future dilution if additional authorized common stock is issued.; Potential capital structure or priority changes if preferred stock is issued.; Officer exculpation may reduce certain avenues of officer liability, subject to the terms of the certificate amendment.. Next checks: Review Exhibit 3.1 for the exact certificate amendment terms effective May 13, 2026.; Review Exhibit 3.2 for the full Restated Certificate of Incorporation.; Check the proxy statement for the number of additional common shares authorized and the preferred stock terms or board authority..

2026-05-158-K
so-20260513.htm
2026-04-308-K
so-20260430.htm

近期推文

作者立场

立场

看空

价格动量

中性

2026-03-22 11:02看空

Utilities: $NEE, $DUK, $SO - Utilities carry heavy debt to maintain power grids

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

0.36

敏感度

defensive

情绪风险

低

估值风险

正常

背景

行业与主题

utilities-regulated-electric

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • SEC event bus dilution: Southern Company filed its 2025 Form 10-K reporting slightly lower 2025 earnings, materially larger capital and financing needs, and major regulatory/construction activity tied to data-center and other large-load electric demand.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to SO, not only Regulated Electric

背景

行业背景

utilities-regulated-electric

提及 0新闻 10股票 6
股票池

SO

谨慎中高低正常

状态日期:2026-05-27

复核时间:2026-05-27

作者立场

看空

llm

价格动量

中性

60D / 252D

信号分数

12

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

none

30日披露

3

8-K

收入同比

10.6%

改善

Beta

0.36

defensive

llm · 2026-03-22 11:02

Serenity 时间线

首次提出2026-03-22 11:02看空
原推

Utilities: $NEE, $DUK, $SO - Utilities carry heavy debt to maintain power grids

  1. 2026-03-22 11:02看空初始观点

    Utilities: $NEE, $DUK, $SO - Utilities carry heavy debt to maintain power grids

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

30B

营收同比

10.6%

毛利率

29.8%

营收趋势

营收趋势线
34B17B0

需要继续工作的地方

研究问题

  • SEC event bus dilution: Southern Company filed its 2025 Form 10-K reporting slightly lower 2025 earnings, materially larger capital and financing needs, and major regulatory/construction activity tied to data-center and other large-load electric demand.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to SO, not only Regulated Electric

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

utilities-regulated-electric

提及 0新闻 10股票 6
2026-04-3010-Q
so-20260331.htm
2021 营收: 23B2022 营收: 29B2023 营收: 25B2024 营收: 27B2025 营收: 30B2021 趋势线: 23B2022 趋势线: 29B2023 趋势线: 25B2024 趋势线: 27B2025 趋势线: 30B20212022202320242025

利润趋势

净利润毛利营业利润
15B8B02021 净利润: 2B2022 净利润: 4B2023 净利润: 4B2024 净利润: 4B2025 净利润: 4B2021 毛利: 10B2022 毛利: 11B2023 毛利: 12B2024 毛利: 13B2025 毛利: 9B2021 营业利润: 4B2022 营业利润: 5B2023 营业利润: 6B2024 营业利润: 7B2025 营业利润: 7B20212022202320242025

利润率趋势

毛利率营业利润率净利率
56.9%28.5%0.0%2021 毛利率: 44.3%2022 毛利率: 36.3%2023 毛利率: 46.4%2024 毛利率: 49.9%2025 毛利率: 29.8%2021 营业利润率: 16.0%2022 营业利润率: 18.3%2023 营业利润率: 23.1%2024 营业利润率: 26.4%2025 营业利润率: 24.6%2021 净利率: 10.4%2022 净利率: 12.1%2023 净利率: 15.7%2024 净利率: 16.5%2025 净利率: 14.7%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
202123B-44.3%16.0%10.4%
202229B26.7%36.3%18.3%12.1%
202325B-13.8%46.4%23.1%15.7%
202427B5.8%49.9%26.4%16.5%
202530B10.6%29.8%24.6%14.7%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 低 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 none。

重点消息

当前 profile 没有可解析的公司新闻。

新增披露摘要

披露信息

披露分析

Filing body read (8-K 2026-05-15) Southern Company disclosed results of its May 13, 2026 annual meeting, including director elections, approval of executive compensation, auditor ratification, several certificate amendments, and rejection of three stockholder proposals. Material changes: All twelve director nominees were elected to the Board of Directors.; Stockholders approved, on an advisory basis, named executive officer compensation.; Stockholders ratified Deloitte & Touche LLP as independent registered public accounting firm for 2026.. Risks: Potential future dilution if additional authorized common stock is issued.; Potential capital structure or priority changes if preferred stock is issued.; Officer exculpation may reduce certain avenues of officer liability, subject to the terms of the certificate amendment.. Next checks: Review Exhibit 3.1 for the exact certificate amendment terms effective May 13, 2026.; Review Exhibit 3.2 for the full Restated Certificate of Incorporation.; Check the proxy statement for the number of additional common shares authorized and the preferred stock terms or board authority..

近期披露

2026-05-158-K
so-20260513.htm
2026-04-308-K
so-20260430.htm
2026-04-3010-Q
so-20260331.htm
2026-03-198-K
so-20260316.htm
2026-02-258-K
so-20260220.htm
2026-02-198-K
so-20260219.htm
2026-02-1910-K
so-20251231.htm
2025-12-198-K
so-20251219.htm
2025-12-108-K
so-20251209.htm
2025-11-068-K
so-20251103.htm

beta / 动量 / 主题

大盘敏感度

Beta

0.36

状态

defensive

立场

看空

动量

中性

谨慎 · 正常

板块定位

行业

utilities-regulated-electric

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defense