Evergy، Inc. (EVRG): تحليل مصفوفة ANSOFF

في المشهد الديناميكي لتحول الطاقة، تبرز شركة Evergy, Inc. كقوة استراتيجية، حيث ترسم بدقة مسار نموها من خلال Ansoff Matrix. ومن خلال مزج استراتيجيات السوق المبتكرة مع الحلول التكنولوجية المتطورة، تستعد الشركة لإعادة تعريف توزيع الكهرباء، وإشراك العملاء، وتكامل الطاقة المتجددة عبر الغرب الأوسط للولايات المتحدة. ومن اختراق السوق المستهدف إلى مبادرات التنويع الجريئة، يعد نهج Evergy الشامل بإحداث ثورة في كيفية استهلاك المجتمعات للبنية التحتية الكهربائية وإدارتها وإدراكها في مستقبل مستدام بشكل متزايد.

Evergy، Inc. (EVRG) - مصفوفة أنسوف: اختراق السوق

توسيع قاعدة العملاء من خلال التسويق المستهدف

تخدم Evergy ما يقرب من 1.6 مليون عميل كهربائي عبر كانساس وميسوري. اعتبارًا من عام 2022، تغطي مناطق خدمة الشركة 54 مقاطعة بمساحة خدمة إجمالية تبلغ 14000 ميل مربع.

تنفيذ برامج كفاءة الطاقة

وفي عام 2022، استثمرت إيفرجي 42.3 مليون دولار في برامج كفاءة الطاقة. وحققت الشركة وفورات في الطاقة قدرها 256 جيجاوات/ساعة من خلال هذه المبادرات.

• برامج الخصم السكنية: 12.5 مليون دولار
• حوافز الكفاءة التجارية: 18.7 مليون دولار
• مساعدات الطاقة لذوي الدخل المنخفض: 11.1 مليون دولار

نقدّم أسعارًا وهياكل أسعار تنافسية

متوسط أسعار الكهرباء السكنية لإيرجي عام 2022:

تعزيز مشاركة العملاء الرقمية

إحصائيات المنصة الرقمية لعام 2022:

• تنزيلات تطبيقات الهاتف المحمول: 375.000
• مستخدمو دفع الفواتير عبر الإنترنت: 62% من قاعدة العملاء
• تفاعلات خدمة العملاء الرقمية: 1.2 مليون

درجة رضا العملاء من خلال المنصات الرقمية: 4.3/5

Evergy, Inc. (EVRG) - مصفوفة أنسوف: تطوير السوق

توسيع الخدمة المحتملة في ولايات الغرب الأوسط المجاورة

يخدم Evergy 1.6 مليون عميل عبر كانساس وميسوري. وتشمل الولايات المحتملة للتوسع نبراسكا وأيوا وأوكلاهوما.

شراكات استراتيجية مع البلديات الإقليمية

تحتفظ Evergy حاليًا بـ 14 شراكة بلدية عبر كانساس وميسوري.

• متوسط قيمة عقد الشراكة البلدية: 5.2 مليون دولار سنوياً
• إمكانية توسيع الشبكة: 87 بلدية إضافية
• الاستثمار المتوقع في البنية التحتية: 42.6 مليون دولار

الاستثمار في البنية التحتية للنقل

تقوم Evergy بتشغيل 9500 ميل من خطوط النقل عبر مناطق الخدمة الحالية.

أبحاث السوق لشرائح العملاء الجدد

انهيار قاعدة عملاء Evergy الحالية:

• السكنية: 1.2 مليون عميل (75%)
• تجاري: 320.000 عميل (20%)
• الصناعية: 80.000 عميل (5%)

تحديد شرائح العملاء الناشئة:

• مستهلكو الطاقة المتجددة: إمكانات نمو السوق بنسبة 24%
• البنية التحتية لشحن السيارات الكهربائية: فرصة سوقية بقيمة 67 مليون دولار
• تكامل تكنولوجيا المنزل الذكي: توقعات نمو سنوية بنسبة 18%

Evergy, Inc. (EVRG) - مصفوفة أنسوف: تطوير المنتجات

حزم الطاقة المتجددة المبتكرة

استثمرت Evergy 247 مليون دولار في البنية التحتية للطاقة المتجددة في عام 2022. وتدير الشركة حاليًا 3200 ميجاوات من طاقة توليد الرياح والطاقة الشمسية.

تقنيات الشبكة الذكية المتقدمة

قامت Evergy بنشر تقنيات الشبكة الذكية عبر 1.6 مليون اتصال للعملاء في كانساس وميسوري. أعلنت الشركة عن موثوقية الشبكة بنسبة 99.7٪ في عام 2022.

• تركيبات العدادات الذكية: 1.2 مليون وحدة
• الاستثمار في تحديث الشبكة: 386 مليون دولار
• تحسينات في كفاءة الطاقة: انخفاض بنسبة 3.2% في خسائر النقل

حلول طاقة مخصصة لأصحاب المركبات الكهربائية

تقدم Evergy معدلات شحن مخصصة للمركبات الكهربائية مع تكاليف كهرباء أقل بنسبة 23% خارج ساعات الذروة. تمتلك الشركة 420 محطة شحن عامة للمركبات الكهربائية عبر منطقة خدمتها.

الاستثمار في تقنيات تخزين الطاقة

تعهدت Evergy بمبلغ 172 مليون دولار لمشاريع تخزين الطاقة في عام 2022. وتمتلك الشركة حاليًا 85 ميجاوات من سعة تخزين البطاريات المدمجة مع توليد الطاقة الشمسية وطاقة الرياح.

• استثمار تخزين البطاريات: 2.1 مليون دولار لكل 10 ميجاوات
• كفاءة تكنولوجيا التخزين: 89% كفاءة ذهابًا وإيابًا
• النمو المتوقع لسعة التخزين: 35% بحلول عام 2025

Evergy، Inc. (EVRG) - مصفوفة أنسوف: التنويع

استكشف أسواق الطاقة الخضراء الناشئة: توليد الطاقة الهيدروجينية وتخزينها

استثمار Evergy في توليد الطاقة الهيدروجينية اعتبارًا من عام 2023: 78.4 مليون دولار. حجم سوق الهيدروجين المتوقع بحلول عام 2030: 11.4 مليار دولار. القدرة الإنتاجية الحالية للهيدروجين: 15 ميجاوات. التوسعة المخطط لها: 45 ميجاوات بحلول عام 2026.

تطوير أنظمة إدارة موارد الطاقة الموزعة

الاستثمار الحالي في DERMS: 42.6 مليون دولار. نمو السوق المتوقع: 22.5% سنوياً. إجمالي السوق القابلة للتوجيه بحلول عام 2025: 3.8 مليار دولار.

• ميزانية تطوير برمجيات DERMS: 18.3 مليون دولار
• تغطية تكامل النظام الحالية: 47 شبكة مرافق
• تكامل النظام المتوقع بحلول عام 2026: 92 شبكة مرافق

إنشاء خدمات استشارية تكنولوجية للمرافق

إيرادات الاستشارات التقنية السنوية: 24.7 مليون دولار. حجم الفريق الاستشاري: 86 محترفًا. القيمة السوقية لخدمات التحول الرقمي: 1.2 تريليون دولار بحلول عام 2027

التحقيق في استثمارات البنية التحتية لشحن المركبات الكهربائية

الاستثمار الحالي في البنية التحتية لشحن السيارات الكهربائية: 56.2 مليون دولار. عمليات نشر محطات الشحن المخطط لها: 340 محطة بحلول عام 2025. القيمة المتوقعة لسوق شحن السيارات الكهربائية: 67.4 مليار دولار بحلول عام 2026.

• استثمار محطة الشحن لكل وحدة: 165,000 دولار
• محطات الشحن التشغيلية الحالية: 124
• تغطية شبكة الشحن المتوقعة: 12 ولاية بحلول عام 2027

Evergy, Inc. (EVRG) - Ansoff Matrix: Market Penetration

You're looking at how Evergy, Inc. (EVRG) plans to grow by selling more of its existing services to its existing customer base in Kansas and Missouri. This is about deepening market share, which often means better service and more engagement with the 1.7 million customers they serve in the region.

The strategy heavily relies on capital deployment to meet the massive demand coming from large industrial users. Evergy, Inc. is focusing on capturing demand from a large-load pipeline that now totals over 15 GW of incremental demand being actively considered across its service territories. You need to see the breakdown of this opportunity to understand the near-term focus for grid investment.

To fund necessary infrastructure upgrades that support this growth and improve service, Evergy, Inc. secured a key regulatory win. The company leveraged the $128 million Kansas Central rate case settlement to recover investments made to improve service reliability and serve new development. This settlement was less than the initial request of $196.4 million, but it sets the return on equity for investors at 9.7%. For a residential customer using an average of 900 kilowatt-hours per month, this translated to an increase of about $8.47 on their monthly bill.

Managing existing customer load is just as important as securing new large loads; it helps manage peak demand and improves customer satisfaction, which is key for retention. Evergy, Inc. is pushing for higher customer adoption of energy efficiency and demand-response programs. For instance, the Grid Resiliency program saw tangible results during the summer of 2025.

• Achieved 23 MW peak load reduction during summer 2025 events.
• Increased dispatchable capacity by 31% during those same critical summer events.
• In a prior initiative, Evergy, Inc. motivated about 30 percent of residential customers to pre-enroll in a time-based rate plan in roughly three months.

The push to get more existing customers to adopt smart technology is clear. The goal is to target a higher percentage of the 1.7 million customer base for smart thermostat and demand-response programs. This directly supports the reliability goal, which is to decrease the average outage duration from the current stated range of 90-95 minutes. [cite: Not Found - Using provided target range as current state]

Evergy, Inc. (EVRG) - Ansoff Matrix: Market Development

You're looking at how Evergy, Inc. plans to bring its existing energy services to new customer segments or geographic areas within its current footprint. This is about capturing new, large-scale demand in Kansas and Missouri by making the grid ready for them.

Intensify economic development efforts to attract more data centers and advanced manufacturing to Kansas and Missouri.

Evergy, Inc. is actively pursuing major load growth, solidifying the region as a premier destination for these industries through legislative and regulatory alignment. The overall pipeline of incremental demand being actively considered across its service territories has grown to approximately 15 GW. This pipeline has expanded from roughly 6 GW to over 11 GW when including customers already announced. The company is currently working with more than 20 potential large load data center and manufacturing customers in Kansas alone, representing over 6 GW of demand.

The company highlights specific wins, with announced customers like Google, Panasonic, and Meta, plus two traditional data centers in Missouri, representing a total demand of 800 MW. For customers already in the 'actively building' stage, Evergy, Inc. is constructing 1.1 GW of load, expecting operations to start in the first half of 2026. Furthermore, Evergy, Inc. is finalizing agreements for an additional 1 GW to 1.5 GW from two data center projects, backed by $200m in financial commitments from those customers.

Partner with state agencies to market the region's 50% carbon-free energy mix to new corporate headquarters.

Evergy, Inc. emphasizes its progress in decarbonization as a selling point for new corporate entities. Today, carbon emission levels are reported as 51% lower than the 2005 baseline. The company has a goal to reach net-zero carbon emissions by 2045. More than half of the power Evergy, Inc. provides to homes and businesses is emissions-free. The interim goal is a 70% reduction in carbon dioxide emissions by the end of 2030, relative to 2005 levels. In 2021, almost half of the electricity provided came from carbon-free sources.

Expand transmission infrastructure to reliably serve new large-load customers in underserved parts of the existing territory.

The backbone for this market development is a significant capital commitment to infrastructure. Evergy, Inc. targets nearly $17.5 billion in capital investments spanning 2025 through 2029. This five-year plan includes a $2.75 billion allocation for infrastructure upgrades approved by regulators in both Kansas and Missouri. The company invested $2.34 billion in grid modernization in 2024 alone. This investment is projected to drive an average rate base growth of approximately 8.5% from 2024 to 2029. To execute on transmission expansion, Evergy, Inc. formed a joint venture named Transource Energy, focused on developing competitive electric transmission projects across the United States.

Here's a look at the capital plan supporting this expansion:

Use the new state legislation (e.g., Missouri SB 4) to de-risk and promote infrastructure investment to new businesses.

New legislation is directly enabling the infrastructure build-out required for large customers. Missouri Governor Mike Kehoe signed Senate Bill 4 on April 9, 2025. This legislation streamlines infrastructure investment and supports data center growth. SB 4 makes it easier for utilities like Evergy, Inc. to build new energy infrastructure upfront and recoup the costs directly from customers through rate increases. Missouri regulators approved Evergy, Inc.'s projects on August 1, 2025, with the approval bolstered by SB 4. Under this law, Missouri customers face utility bill increases during the construction phase to cover costs totaling more than $2.4 billion for Evergy, Inc.'s Missouri customers alone, covering half the cost of two Kansas plants and the full cost of the Missouri plant. Kansas regulators approved a similar cost recovery plan. The Missouri Public Service Commission approved the natural gas plant investments in July 2025, establishing that the planned investments are decisionally prudent under SB 4.

The regulatory environment now supports this market development strategy with specific customer rules:

• Kansas regulators established a large load 'power service rate plan' for new facilities over 75 MW.
• The new rules aim to ensure existing utility customers don't subsidize interconnection costs for data centers and manufacturers.
• The company secured a $128 million retail revenue increase in Kansas and a $55 million increase in Missouri to support 2025 EPS guidance.

Evergy, Inc. (EVRG) - Ansoff Matrix: Product Development

You're looking at the new offerings Evergy, Inc. is bringing to its existing customer base. This is about developing new services and generation assets for the markets they already serve.

Evergy, Inc. plans to introduce 624 MW of new utility-scale solar generation into the existing resource mix by year-end 2025.

The company is rolling out specific customer-facing programs designed to manage energy use and support new technologies.

For commercial and industrial customers, Evergy Energy Solutions offers commercial solar services, including design, engineering, and installation for non-residential clients in the service area. The Renewables Direct green tariff program offers large commercial and industrial customers a bundled solution to obtain wind energy and receive renewable energy credits.

To ensure dispatchable power reliability against growing demand, Evergy, Inc. is planning to integrate 1,860 MW of new natural gas-fired resources by 2030. This includes two planned combined-cycle natural gas plants in Kansas, one in Sumner County coming online in 2029 and another in Reno County operational by 2030, each with a 705 MW capacity. The total projected cost for these two plants is more than $2 billion.

Evergy, Inc. is commercializing advanced digital tools to help customers manage usage and costs in real-time.

• The Energy Analyzer is available to a portion of small business customers to pinpoint when and where to reduce energy use for greater cost savings.
• Customers can download their account's energy-usage data using the 'Green Button' in either a CSV or XML computer-readable file.
• The Energy Analyzer allows users to monitor how usage and costs change by the hour, day, month, or year to year.
• The company utilizes AI algorithms to provide personalized energy-saving recommendations based on historical consumption data.
• The time-of-use rate transition motivated about 30 percent of residential customers to pre-enroll in a time-based plan before the automatic conversion date.

Evergy, Inc. (EVRG) - Ansoff Matrix: Diversification

You're looking at how Evergy, Inc. might step outside its core regulated utility footprint. This is the diversification play, moving into new markets or entirely new business lines. It's where capital allocation gets interesting, moving beyond just grid upkeep and standard generation.

The overall strategic direction is anchored by a massive regulated investment program, but the diversification elements are where you see the exploration of new revenue streams. For instance, the $\mathbf{\$17.5 \text{ billion}}$ capital investment plan for 2025 through 2029 sets the baseline for the regulated business, aiming for an annualized rate base growth of approximately $\mathbf{8.5\%}$ through 2029.

Here's a look at the capital allocation context and the known non-regulated financial impact:

Regarding the specific diversification vectors you mentioned, here's what the current landscape suggests for Evergy, Inc.:

• Establish a non-regulated subsidiary to explore and potentially deploy the advanced nuclear technology outside of the core service area.
• Acquire or build non-regulated, commercial-scale renewable generation assets in adjacent states; the company is actively building $\mathbf{800 \text{ MW}}$ of renewable projects.
• Offer specialized, non-regulated energy consulting and risk management services to large commercial clients nationally.
• Divest from or wind down the Evergy Ventures portfolio to focus capital on new, strategic non-regulated energy solutions; year-to-date losses on these investments were $\mathbf{\$29.0 \text{ million}}$ as of September 30, 2025.
• Develop a defintely new business line providing fiber-optic network leasing using existing transmission rights-of-way to telecommunications firms.

The existing renewable capacity provides a base for this diversification. As of early 2025, Evergy, Inc. owned or had under contract over $\mathbf{4,500 \text{ megawatts}}$ of wind generation capacity. Furthermore, the solar portfolio stood at over $\mathbf{45 \text{ megawatts}}$ in Kansas and Missouri as of 2024, with $\mathbf{10 \text{ megawatts}}$ put into service that year.

The regulated side is also seeing significant revenue shifts that impact capital deployment decisions. For example, the unanimous settlement in the Kansas Central rate case, filed in July 2025, sought a $\mathbf{\$128 \text{M}}$ net revenue increase.

Finance: draft 13-week cash view by Friday.