2

年岁渐长

5

"

正是对过去的自豪给了太阳2平台对未来的信心."

Jeffrey W. Martin

董事长兼首席执行官

各位股东:

太阳2平台满怀乐观地开始2023年. This year marks Sempra’s 25th anniversary — a milestone I am honored to recognize alongside thousands of talented employees across our family of companies. 我为太阳2平台建立的坚实基础感到无比自豪.

太阳2平台公司长期以来一直致力于为他人服务, 太阳2平台品牌的人文标志象征着什么. 在它的核心, this commitment to service and the betterment of our community is central to our corporate culture and a constant reminder that we stand tallest when we are successful in finding new and better ways to serve customers, 同时使股东和利益相关者都能茁壮成长.

今天,在许多方面,正是对过去的自豪给了太阳2平台对未来的信心. It is from Sempra’s rich tradition of serving others that we understand our role in society and how we can meet the expectations of a growing list of stakeholders. 虽然在过去的四分之一世纪里发生了很大的变化, our vision — delivering energy with purpose — has remained constant as we embrace each new challenge as an opportunity to create innovative, 前瞻性的解决方案.

这是太阳2平台公司的重要时刻. 能源基础设施是繁荣的重要推动者, 全球数十亿人的健康和福祉. 这就是为什么太阳2娱乐平台® is pursuing the dual 机会 of advancing decarbonization and helping to deliver energy security globally, 同时提高太阳2平台在所服务的市场中提供能源的弹性.

太阳2娱乐平台太阳2平台的高绩效文化使太阳2平台能够以正确的方式交付结果. Safety, affordability and reliability are core 优先级 of our business strategy as we execute a disciplined capital allocation approach to meet financial goals.

太阳2平台2022年的成就包括:

  • 在太阳2平台的平台上取得了出色的安全记录.
  • 取得了强劲的财务业绩,同时继续支持不断增长的股息.
  • 在2022年实现了20%的股东总回报率, 哪个等于1,自1998年成立以来增长了191%, 和S相比&公用事业和标准普尔500指数&在同样的25年里,这两个指数的回报率分别为477%和435%.1
  • 创下了176美元的历史最高股价.9月12日.2
  • 完成了非控股的出售, 太阳2娱乐平台基础设施合作伙伴 10%的股权以1美元的价格出售给阿布扎比投资局(Abu Dhabi Investment Authority)的子公司.因此,Sempra保留了太阳2娱乐平台基础设施合作伙伴 70%的控股股权.
  • Improved our sustainability programs to earn recognition as the #1 Ranked Utility in America for environmental, 《太阳2平台》发布的社会与治理(ESG)和财务绩效报告.

1 2022年的股东总回报以截至2022年12月31日的一年期为基准计算. 自Sempra成立以来,股东总回报的计算时间为6月29日, 1998年至12月31日, 2022.
2 反映了Sempra普通股在2022年9月12日的盘中最高价格. Sempra普通股在2023年3月1日的收盘价为147美元.86.

过去三年了, our Leading 2025 strategic initiative — designed to drive sustained performance and long-term value for our shareholders and all stakeholders in the communities we serve — has guided our decisions.

太阳2平台在加州太阳2娱乐平台的三个增长平台, Sempra德州 和Sempra基础设施 are building the infrastructure that delivers electricity and cleaner fuels to some of North America’s leading economies. Together, these growth platforms serve a common purpose of helping to meet the world’s expanding decarbonization and energy security goals.

Sempra加州

太阳2娱乐平台在加州的公用事业公司,圣地亚哥天然气公司 & 电气有限公司. (SDG&E®)和南加州天然气公司. (SoCalGas®), 结合研究的力量, 技术和创新来支持加州雄心勃勃的清洁能源目标.

面对应对气候变化及其影响的紧迫性,可持续发展目标&E与第三方专家合作创建 净零之路:加州的脱碳路线图, which is an insightful study on how the state could achieve carbon neutrality by 2045 while increasing climate resiliency. 为了支持这一战略,可持续发展目标&E received California Public Utilities Commission (CPUC) approval of 200 megawatts of utility-owned energy storage, a portion of which is expected to support four microgrids located at strategic substations throughout the service territory. 这些举措只是获得可持续发展目标的卓越运营的几个例子&由PA咨询公司在其可靠性中指定® 连续17年获得西部最佳电力可靠性奖.

Sempra’s California utilities are participating in more than 20 hydrogen research and demonstration projects underway aiming to enhance grid resiliency and help decarbonize the economy.

In 2022, SoCalGas announced a proposal to develop what would be the nation’s largest green hydrogen energy infrastructure system, 洛杉矶线路. This proposal has the potential to significantly reduce greenhouse gas emissions from electric generation, 工业过程, 南加州的重型卡车和其他难以实现电气化的行业. 在12月, the CPUC approved SoCalGas establishing a memorandum account to track the costs of feasibility studies for Angeles Link — an important milestone for SoCalGas’ Aspire 2045 strategy.

Sempra德州

Oncor Electric Delivery Company LLC (Oncor), 总部设在达拉斯, 继续促进整个德克萨斯州可再生能源的日益整合. Its capital plan supports the build-out of critical new transmission and distribution infrastructure to support premise growth, 新的高压电网和全国增长最快的经济体之一. Oncor continues to grow and execute on its capital plan and harness innovative technologies to safely deliver reliable energy to Texans.

Oncor在2022年保持了稳定的运营执行, constructing new projects to support growth across Texas and increase reliability for the Electric Reliability Council of Texas market. 该公司投入了超过10亿美元的输电项目投入使用, including placement of 13 substations and 18 new switching stations into service and approximately 340 miles of new or upgraded high-voltage transmission lines. 另外, in 2022, Oncor经历了53%的主动发电和零售输电互连请求的增长. This strong momentum is driven by residential and commercial growth across Oncor’s service territory and continued high demand for renewable energy.

Sempra基础设施

2021年推出太阳2娱乐平台基础设施, 总部设在休斯敦, 是太阳2平台迄今为止最激动人心的里程碑之一吗. 拥有三条创新的业务线——清洁能源, 能源网络, and liquefied natural gas (LNG) and net-zero solutions — Sempra基础设施 is making significant commercial advancements across its North American energy infrastructure projects, 在墨西哥湾和太平洋沿岸的竞争地位.

Amidst heightened global interest in energy security concerns and the trend toward reducing the production of electricity from coal, 该公司的液化天然气出口开发项目组合在2022年继续取得显著进展. Sempra基础设施’s dual-coast strategy positions the company to supply LNG to both Atlantic and Pacific customers as the world marches forward on a decarbonization pathway while helping to meet the growing demands for secure and reliable energy. The company continues to make progress marketing its LNG development projects including Port Arthur LNG Phase 2 and Cameron LNG Phase 2. The expansion at Cameron LNG currently targets a final investment decision after completion of a competitive front-end engineering and design process in the summer of 2023.

Sempra基础设施在Energía Costa Azul LNG一期项目的建设中也取得了重大进展, 累计工作超过500万小时,没有发生误工事件.

太阳2娱乐平台太阳2平台相信,当太阳2平台周围的世界蓬勃发展时,太阳2平台就会做得很好. That is why our purpose and business initiatives are aligned with addressing some of society’s greatest challenges.

太阳2平台的核心, 太阳2平台需要提供创新和新的基础设施投资,帮助推动广泛的经济增长. 太阳2平台从促进增长的角度看待这些投资, 繁荣和获得未来更清洁的燃料.

展望未来的25年, we envision a new era of technology and innovation with the potential to power advancements across the entire energy value chain. 有了新技术, how energy is sustainably produced and transported will change — all with a view of producing more energy that is both cleaner and more affordable. We also believe that new technologies will emerge and unlock untold 机会 for consumer and industrial markets. 人口将不断增长,对现代生活必不可少的能源的需求也将随之增长. 这就是为什么太阳2平台公司将现代能源基础设施视为社会进步的关键推动者, economic, 环境进步.

At Sempra, 进步意味着做更多的工作来提供负担得起的药品, 可靠且日益清洁的能源形式. 这意味着变得更有效率, 投资创新, 提高员工的能力,为股东带来更大的回报. I could not be more excited by Sempra’s opportunity to continue to better serve customers by advancing our collective decarbonization and energy security goals — all while delivering value for shareholders.

我谨代表太阳2娱乐平台的领导团队和董事会, 感谢你们对太阳2平台的使命充满信心,并在这段旅程中与太阳2平台合作. 太阳2平台正在共同努力,为所有人创造更美好的未来.

一起大胆前行,

Jeffrey W. Martin
董事长兼首席执行官

太阳2平台Sempra

Sempra is a leading North American energy infrastructure company that helps meet the daily energy needs of nearly 40 million consumers.

作为非洲大陆最大的能源网络之一的所有者, Sempra正在帮助世界上一些最重要的经济市场实现电气化和脱碳, 包括加州, Texas, 墨西哥和液化天然气出口市场. The company is also consistently recognized as a leader in sustainable business practices and for its long-standing commitment to building a high-performance culture focused on safety, 领导力和劳动力发展, 多样性和包容性. 《太阳2平台》将太阳2娱乐平台评为美国排名第一的公用事业公司.S. 环境、社会和治理得分以及财务表现. Sempra was also included on the Dow Jones Sustainability North America Index for the 12th consecutive year.

Sempra加州

SDG&E和SoCalGas是能源输送公司,提供安全的, reliable and increasingly clean energy to roughly 25 million consumers in Southern and Central California. 重点是电网弹性, 减少排放并将更多可再生能源纳入其网络, 他们还支持加州到2030年让500万辆电动汽车上路的目标. 加州以推进新技术和创新而闻名, 太阳2平台加州的公用事业公司在氢研究方面走在了前列, 电池存储, predictive technology and other tools designed to reduce the impact of severe weather events and support the state’s ambitious climate goals.

Sempra加州

SDG&E和SoCalGas是能源输送公司,提供安全的, reliable and increasingly clean energy to roughly 25 million consumers in Southern and Central California. 重点是电网弹性, 减少排放并将更多可再生能源纳入其网络, 他们还支持加州到2030年让500万辆电动汽车上路的目标. 加州以推进新技术和创新而闻名, 太阳2平台加州的公用事业公司在氢研究方面走在了前列, 电池存储, predictive technology and other tools designed to reduce the impact of severe weather events and support the state’s ambitious climate goals.

Sempra德州*

太阳2娱乐平台德州包括Oncor, a regulated electric transmission and distribution utility headquartered in Dallas that safely delivers reliable electricity to a population of approximately 13 million Texans. 有140多个,000英里的输配电线路, Oncor是德克萨斯州最大的纯输配电公司, 将整个州的社区与德克萨斯州的各种能源供应连接起来.

*Sempra间接拥有80.Oncor公司25%的股份

Sempra德州

太阳2娱乐平台德州包括Oncor, a regulated electric transmission and distribution utility headquartered in Dallas that safely delivers reliable electricity to a population of approximately 13 million Texans. 有140多个,000英里的输配电线路, Oncor是德克萨斯州最大的纯输配电公司, 将整个州的社区与德克萨斯州的各种能源供应连接起来.

*Sempra间接拥有80.Oncor公司25%的股份

Sempra基础设施* *

Sempra基础设施, 总部设在休斯敦, 专注于通过发展为更美好的世界提供能源, 建设、运营和投资可再生能源发电厂, 能源网络, and LNG and net-zero solutions that are expected to play a crucial role in the energy systems of the future. 通过其在北美资产的综合实力, Sempra基础设施 is connecting customers across the globe to modern energy infrastructure to source and transport renewables and natural gas, 同时推进碳封存和清洁氢.

**Sempra拥有太阳2娱乐平台基础设施合作伙伴 70%的权益, which, 连同其子公司运营, 主要构成Sempra基础设施平台

Sempra基础设施

Sempra基础设施, 总部设在休斯敦, 专注于通过发展为更美好的世界提供能源, 建设、运营和投资可再生能源发电厂, 能源网络, and LNG and net-zero solutions that are expected to play a crucial role in the energy systems of the future. 通过其在北美资产的综合实力, Sempra基础设施 is connecting customers across the globe to modern energy infrastructure to source and transport renewables and natural gas, 同时推进碳封存和清洁氢.

**Sempra拥有太阳2娱乐平台基础设施合作伙伴 70%的权益, which, 连同其子公司运营, 主要构成Sempra基础设施平台

金融了

比较总收益

比较总收益

The above graph compares the percentage change in the cumulative total shareholder return on Sempra common stock for the 20-year period ended December 31, 2022, 与同期的S&标准普尔500指数和标普500指数&标准普尔500公用事业指数. 这些回报是假设初始投资100美元在太阳2平台的普通股,S&标准普尔500指数和标普500指数&2002年12月31日标普500公用事业指数,并将所有股息再投资.


整合数据

除每股金额外,以百万计 2020 2021 2022
(1)代表非公认会计准则财务指标. GAAP是美国公认会计准则. 见a页的解释和非公认会计准则财务措施的调整.
Revenues $11,370 $12,857 $14,439
Earnings $3,764 $1,254 $2,094
调整后的利润(1) $2,342 $2,637 $2,915
普通股每股收益
Basic $12.93 $4.03 $6.65
Diluted $12.88 $4.01 $6.62
调整稀释(1) $8.00 $8.43 $9.21
摊薄加权平均普通股股数 杰出的
GAAP 292.3 313.0 316.4
Adjusted 305.7 313.0 316.4
总资产 $66,623 $72,045 $78,574
每普通股宣布的股息 $4.18 $4.40 $4.58
债务与总资本比率 49% 47% 50%
每股账面价值 $70.11 $79.17 $83.43

下载

完整的2022年年报

2022年10-K表格

2023代理声明

公司信息

美国股票转让 & 信托公司有限责任公司

经办人:Sempra

第15大道6201号
布鲁克林,纽约11219

电话: 877-773-6772
Email: (电子邮件保护)

听力受损人士:
866-703-9077 or 718-921-8386
互联网: astfinancial.com

Investors with general questions regarding Sempra or Southern California Gas Company securities should contact the company at:

Sempra
股东服务

第八大道488号
圣地亚哥,加州92101

电话: 877-736-7727
Email: (电子邮件保护)

Sempra向美国提交的10-K表格年度报告.S. 美国证券交易委员会, which includes as exhibits the certifications filed by Sempra’s chief executive officer and chief financial officer under the Sarbanes-Oxley Act of 2002, 以书面形式向公司股东服务部免费索取.

这个信息, 以及公司管治指引, Code of Business Conduct and Ethics for Directors and Principal and Executive Officers and standing board committee charters, 也可在公司的网站 retro-schemas.com.

证券分析师、投资组合经理和其他金融界人士应联系:

Jenell麦凯
董事-投资者关系
电话:
619-696-2901

Sempra普通股:
交易符号:
SRE和SRE.MX
纽约证券交易所和
墨西哥证券交易所

Sempra 5.75% Jr. 2079年到期的次级债券:
贸易的象征:
SREA
纽约证券交易所

Sempra提供了一个简单的直接库存购买计划, 方便和负担得起的方式投资于公司的普通股.

该计划还允许股东将全部或部分现金股息进行再投资. 该计划仅以招股说明书的形式提供, 可以通过呼叫计划管理员获取, 美国股票转让 & 信托公司,有限责任公司,电话877-773-6772,或通过互联网 astfinancial.com.

This report contains statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

前瞻性陈述是基于对未来的假设, 涉及风险和不确定性, 并不是保证. 未来的结果可能与任何前瞻性陈述中所表达或暗示的内容存在重大差异. These forward-looking statements represent our estimates and assumptions only as of the date of this report. 太阳2平台不承担因新信息而更新或修改任何前瞻性陈述的义务, 未来事件或其他.

在这份报告中, 前瞻性陈述可以通过“相信”等词来识别,”“预计,”“计划,”“预计,”“思考,” “plans,”“估计,”“项目,”“预测,”“应该,” “could,” “would,” “will,”“有信心,” “may,” “can,”“潜在,”“可能,”“提出,"正在处理中",”“构建,”“发展,”“机会,“”倡议,”“目标,”“前景,”“乐观,”“保持,”“继续,”“进步,”“进步,” “goal,” “aim,”“提交,或类似的表达, 或者当太阳2平台讨论太阳2平台的指导时, 优先级, strategy, goals, vision, mission, 机会, 预测, 意图或期望.

Factors, 等, that could cause actual results and events to differ materially from those expressed or implied in any forward-looking statement include risks and uncertainties relating to: California wildfires, including that we may be found liable for damages regardless of fault and that we may not be able to recover all or a substantial portion of costs from insurance, 加州议会第1054号法案设立的野火基金, rates from customers or a combination thereof; decisions, 调查, 调查, 规定, 签发或撤销许可证或其他授权, 特许经营权的续期, 以及(i)加州公用事业委员会(CPUC)的其他行动, Comisión Reguladora de Energía, U.S. 美国能源部.S. 联邦能源管理委员会, 德州公用事业委员会, 以及其他政府和监管机构.S., 墨西哥和各州, counties, cities and other jurisdictions therein and in other countries in which we do business; the success of business development efforts, 建设项目、收购和资产剥离, 包括(1)能够作出最终投资决定的风险, (二)按期、按预算完成建设工程或者其他交易的, (iii)如果完成这些工作,实现任何这些工作的预期收益, (四)取得合作伙伴或其他第三方的同意或批准, including governmental and regulatory bodies; litigation, 仲裁, 财产纠纷及其他诉讼, 以及法律法规的变化, including those related to the energy industry in Mexico; cybersecurity threats, 包括国家和国家资助的行为者, of ransomware or other attacks on our systems or the systems of third-parties with which we conduct business, 包括能源网或其他能源基础设施, 由于最近的地缘政治事件,所有这些都变得更加明显, such as the war in Ukraine; our ability to borrow money on favorable terms and meet our debt service obligations, including due to (i) actions by credit rating agencies to downgrade our credit ratings or to place those ratings on negative outlook or (ii) rising interest rates and inflation; failure of foreign governments, state-owned entities and our counterparties to honor their contracts and commitments; the impact on affordability of San Diego Gas & 电力公司的可持续发展目标&E)和南加州天然气公司(SoCalGas)的客户费率及其资本成本和可持续发展目标&E’s, SoCalGas’ 和Sempra基础设施’s ability to pass through higher costs to current and future customers due to (i) volatility in inflation, 利率和商品价格, (ii)太阳2平台可持续发展目标&E ' s和SoCalGas的业务, 加州向清洁能源转型的成本, (iii)太阳2平台可持续发展目标&E的业务, departing retail load resulting from additional customers transferring to Community Choice Aggregation and Direct Access, 以及(iv)太阳2平台Sempra基础设施的业务, volatility in foreign currency exchange rates; the impact of climate and sustainability policies, laws, rules, 披露的信息, 和趋势, 包括采取行动减少或消除对天然气的依赖, increased uncertainty in the political or regulatory environment for California natural gas distribution companies and the risk of nonrecovery for stranded assets; our ability to incorporate new technologies into our businesses, including those designed to support governmental and private party energy and climate goals; weather, 自然灾害, pandemics, accidents, 设备故障, 爆炸, terrorism, 信息系统中断或其他影响太阳2平台运作的事件, 破坏太阳2平台的设施或系统, 造成有害物质的释放, 引起火灾或使太阳2平台承担损害赔偿责任, 罚款及罚则, 其中一些可能无法通过监管机制得到补偿, 可能有争议或不被保险公司承保, or may impact our ability to obtain satisfactory levels of affordable insurance; the availability of electric power, 天然气和天然气储存能力, 包括输电网故障造成的中断, pipeline system or limitations on the withdrawal of natural gas from storage facilities; Oncor Electric Delivery Company LLC’s (Oncor) ability to eliminate or reduce its quarterly dividends due to regulatory and governance requirements and commitments, including by actions of Oncor’s independent directors or a minority member director; changes in tax and trade policies, 法律法规, 包括关税, 修订国际贸易协定和制裁, such as those that have been imposed and that may be imposed in the future in connection with the war in Ukraine, 这可能会增加太阳2平台的成本, 降低太阳2平台的竞争力, 影响太阳2平台与某些交易对手开展业务的能力, or impair our ability to resolve trade disputes; and other uncertainties, 其中一些是难以预测的,超出了太阳2平台的控制范围.

这些风险和不确定性将在Sempra提交给美国环保局的报告中进一步讨论.S. 美国证券交易委员会(SEC). 这些报告可在证券交易委员会网站上通过EDGAR系统免费获得。 sec.gov,在太阳2娱乐平台的网站上, retro-schemas.com. 投资者不应过分依赖任何前瞻性陈述.

Sempra基础设施, 太阳2娱乐平台基础设施合作伙伴, Sempra德州, 太阳2娱乐平台德州公用事业公司, Oncor和基础设施能源, S.A.P.I. de C.V. (IEnova)和加州公用事业公司SDG不一样&E或SoCalGas, 和Sempra基础设施, 太阳2娱乐平台基础设施合作伙伴, Sempra德州, 太阳2娱乐平台德州公用事业公司, Oncor和IEnova不受CPUC的监管.

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