3 Companies That Will Directly Benefit From an EV Boom

The motley fool2021-05-06

As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of ...

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我不是股神我是赌神
2021-05-06
我不是股神我是赌神
Ic
- 我不是股神我是赌神:
  Ok
小虎一飞冲天
2021-05-06
小虎一飞冲天
🚀
- 冲冲高:
  O
Damon_6050
2021-05-06
Damon_6050
Hey boys give me some likes
- 冲冲高:
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- Jems:
  ok
WDnemo
2021-05-06
WDnemo
Looks like a good bet
KelvinChan
2021-05-06
KelvinChan
Y
Dawang
2021-05-06
Dawang
New dawn on the horizons
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Electricity consumption could rise, millions of ...\n\n<a href=\"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Companies That Will Directly Benefit From an EV Boom</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Companies That Will Directly Benefit From an EV Boom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-06 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/>The motley fool</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nAs electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of ...\n\n<a href=\"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SPWR","symbol_name":"Sunpower Inc.","start_time":0,"source_url":"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/","article_id":"1148728757","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1148728757","pubTimestamp":1620268460,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that dire","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SPWR":"Sunpower Inc.","NEE":"新纪元能源","CHPT":"ChargePoint Holdings Inc."},"translate_title":"3家将直接受益于电动汽车热潮的公司","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHPT":0.9,"SPWR":0.9,"NEE":0.9},"content_text":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.\nThese businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.\nThe complete energy solution\nTravis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.\nSunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.\nBased on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.\nIn need of infrastructure\nHoward Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.\nThough the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.\nThat level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.\nWith a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.\nThe need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.\nLeading the next-generation energy grid\nDaniel Foelber (NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.\nNextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.\nNextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.\nThe company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.\nNEE REVENUE (ANNUAL)DATA BYYCHARTS\nInvestors have welcomed this strategy, as NextEra outperformed theS&P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.\nRide the EV tailwinds\nGrowth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":105178032,"gmtCreate":1620283351226,"gmtModify":1634206383697,"author":{"id":"3581643164424811","authorId":"3581643164424811","name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3581643164424811","authorIdStr":"3581643164424811"},"htmlText":"Ic","listText":"Ic","text":"Ic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/105178032","repostId":1148728757,"repostType":4,"repost":{"id":"1148728757","kind":"news","pubTimestamp":1620268460,"share":"https://www.laohu8.com/m/news/1148728757?lang=zh_CN&edition=full","pubTime":"2021-05-06 10:34","market":"us","language":"en","title":"3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148728757","media":"The motley fool","summary":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that dire","content":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe motley fool2021-05-06 10:34\n\n</h4>\n</header>\n<article>\nAs electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/\">The motley fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPWR":"Sunpower Inc.","NEE":"新纪元能源","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148728757","content_text":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.\nThese businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.\nThe complete energy solution\nTravis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.\nSunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.\nBased on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.\nIn need of infrastructure\nHoward Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.\nThough the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.\nThat level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.\nWith a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.\nThe need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.\nLeading the next-generation energy grid\nDaniel Foelber (NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.\nNextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.\nNextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.\nThe company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.\nNEE REVENUE (ANNUAL)DATA BYYCHARTS\nInvestors have welcomed this strategy, as NextEra outperformed theS&P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.\nRide the EV tailwinds\nGrowth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.","news_type":1,"symbols_score_info":{"CHPT":0.9,"SPWR":0.9,"NEE":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4239403,"gmtCreate":1620283361299,"gmtModify":1635502138487,"authorId":3581643164424811,"author":{"id":3581643164424811,"idStr":"3581643164424811","authorId":3581643164424811,"name":"我不是股神我是赌神","avatar":"https://static.tigerbbs.com/7e971ed6e3f7b6495a07f7b9b5007ee5","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":105178032,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":105160108,"gmtCreate":1620278719704,"gmtModify":1634206411131,"author":{"id":"3582098623642517","authorId":"3582098623642517","name":"小虎一飞冲天","avatar":"https://static.tigerbbs.com/1a55a61195830e019abf5d3cc69681b9","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3582098623642517","authorIdStr":"3582098623642517"},"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/105160108","repostId":1148728757,"repostType":4,"repost":{"id":"1148728757","kind":"news","pubTimestamp":1620268460,"share":"https://www.laohu8.com/m/news/1148728757?lang=zh_CN&edition=full","pubTime":"2021-05-06 10:34","market":"us","language":"en","title":"3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148728757","media":"The motley fool","summary":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that dire","content":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe motley fool2021-05-06 10:34\n\n</h4>\n</header>\n<article>\nAs electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/\">The motley fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPWR":"Sunpower Inc.","NEE":"新纪元能源","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148728757","content_text":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.\nThese businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.\nThe complete energy solution\nTravis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.\nSunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.\nBased on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.\nIn need of infrastructure\nHoward Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.\nThough the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.\nThat level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.\nWith a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.\nThe need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.\nLeading the next-generation energy grid\nDaniel Foelber (NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.\nNextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.\nNextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.\nThe company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.\nNEE REVENUE (ANNUAL)DATA BYYCHARTS\nInvestors have welcomed this strategy, as NextEra outperformed theS&P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.\nRide the EV tailwinds\nGrowth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.","news_type":1,"symbols_score_info":{"CHPT":0.9,"SPWR":0.9,"NEE":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4239028,"gmtCreate":1620280148406,"gmtModify":1635502168186,"authorId":3577967326862109,"author":{"id":3577967326862109,"idStr":"3577967326862109","authorId":3577967326862109,"name":"冲冲高","avatar":"https://static.tigerbbs.com/b1bdedaa222e1b8ec019d660176bc827","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":105160108,"type":1,"supId":0,"prevId":0,"content":"O","text":"O","html":"O"}],"langContent":"EN"},{"id":105183345,"gmtCreate":1620277909587,"gmtModify":1620277909587,"author":{"id":"3556498218844440","authorId":"3556498218844440","name":"Damon_6050","avatar":"https://static.tigerbbs.com/9aaf172f19c0e8d89da07599130e48a4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3556498218844440","authorIdStr":"3556498218844440"},"htmlText":"Hey boys give me some likes","listText":"Hey boys give me some likes","text":"Hey boys give me some likes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/105183345","repostId":1148728757,"repostType":4,"repost":{"id":"1148728757","kind":"news","pubTimestamp":1620268460,"share":"https://www.laohu8.com/m/news/1148728757?lang=zh_CN&edition=full","pubTime":"2021-05-06 10:34","market":"us","language":"en","title":"3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148728757","media":"The motley fool","summary":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that dire","content":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe motley fool2021-05-06 10:34\n\n</h4>\n</header>\n<article>\nAs electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/\">The motley fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPWR":"Sunpower Inc.","NEE":"新纪元能源","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148728757","content_text":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.\nThese businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.\nThe complete energy solution\nTravis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.\nSunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.\nBased on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.\nIn need of infrastructure\nHoward Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.\nThough the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.\nThat level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.\nWith a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.\nThe need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.\nLeading the next-generation energy grid\nDaniel Foelber (NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.\nNextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.\nNextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.\nThe company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.\nNEE REVENUE (ANNUAL)DATA BYYCHARTS\nInvestors have welcomed this strategy, as NextEra outperformed theS&P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.\nRide the EV tailwinds\nGrowth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.","news_type":1,"symbols_score_info":{"CHPT":0.9,"SPWR":0.9,"NEE":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4239029,"gmtCreate":1620280155180,"gmtModify":1635502168076,"authorId":3577967326862109,"author":{"id":3577967326862109,"idStr":"3577967326862109","authorId":3577967326862109,"name":"冲冲高","avatar":"https://static.tigerbbs.com/b1bdedaa222e1b8ec019d660176bc827","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":105183345,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"},{"id":4239162,"gmtCreate":1620281280949,"gmtModify":1635502157705,"authorId":3570400002121413,"author":{"id":3570400002121413,"idStr":"3570400002121413","authorId":3570400002121413,"name":"Jems","avatar":"https://static.tigerbbs.com/df92bb46e59bc93fe485730ea2188b61","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":105183345,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"},{"id":105189221,"gmtCreate":1620277849663,"gmtModify":1634206418201,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"htmlText":"Looks like a good bet","listText":"Looks like a good bet","text":"Looks like a good bet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105189221","repostId":1148728757,"repostType":4,"repost":{"id":"1148728757","kind":"news","pubTimestamp":1620268460,"share":"https://www.laohu8.com/m/news/1148728757?lang=zh_CN&edition=full","pubTime":"2021-05-06 10:34","market":"us","language":"en","title":"3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148728757","media":"The motley fool","summary":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that dire","content":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe motley fool2021-05-06 10:34\n\n</h4>\n</header>\n<article>\nAs electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/\">The motley fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPWR":"Sunpower Inc.","NEE":"新纪元能源","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148728757","content_text":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.\nThese businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.\nThe complete energy solution\nTravis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.\nSunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.\nBased on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.\nIn need of infrastructure\nHoward Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.\nThough the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.\nThat level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.\nWith a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.\nThe need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.\nLeading the next-generation energy grid\nDaniel Foelber (NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.\nNextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.\nNextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.\nThe company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.\nNEE REVENUE (ANNUAL)DATA BYYCHARTS\nInvestors have welcomed this strategy, as NextEra outperformed theS&P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.\nRide the EV tailwinds\nGrowth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.","news_type":1,"symbols_score_info":{"CHPT":0.9,"SPWR":0.9,"NEE":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":105180900,"gmtCreate":1620277693900,"gmtModify":1634206419231,"author":{"id":"3570776252336545","authorId":"3570776252336545","name":"KelvinChan","avatar":"https://static.tigerbbs.com/322f5dea7567e161ddef26aec462d83d","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3570776252336545","authorIdStr":"3570776252336545"},"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105180900","repostId":1148728757,"repostType":4,"repost":{"id":"1148728757","kind":"news","pubTimestamp":1620268460,"share":"https://www.laohu8.com/m/news/1148728757?lang=zh_CN&edition=full","pubTime":"2021-05-06 10:34","market":"us","language":"en","title":"3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148728757","media":"The motley fool","summary":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that dire","content":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe motley fool2021-05-06 10:34\n\n</h4>\n</header>\n<article>\nAs electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/\">The motley fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPWR":"Sunpower Inc.","NEE":"新纪元能源","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148728757","content_text":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.\nThese businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.\nThe complete energy solution\nTravis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.\nSunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.\nBased on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.\nIn need of infrastructure\nHoward Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.\nThough the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.\nThat level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.\nWith a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.\nThe need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.\nLeading the next-generation energy grid\nDaniel Foelber (NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.\nNextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.\nNextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.\nThe company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.\nNEE REVENUE (ANNUAL)DATA BYYCHARTS\nInvestors have welcomed this strategy, as NextEra outperformed theS&P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.\nRide the EV tailwinds\nGrowth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.","news_type":1,"symbols_score_info":{"CHPT":0.9,"SPWR":0.9,"NEE":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":105118050,"gmtCreate":1620277109270,"gmtModify":1631884479261,"author":{"id":"3579482809178950","authorId":"3579482809178950","name":"Dawang","avatar":"https://static.tigerbbs.com/d0f01f2346125f600328ffd48beb3a4c","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3579482809178950","authorIdStr":"3579482809178950"},"htmlText":"New dawn on the horizons","listText":"New dawn on the horizons","text":"New dawn on the horizons","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/105118050","repostId":1148728757,"repostType":4,"repost":{"id":"1148728757","kind":"news","pubTimestamp":1620268460,"share":"https://www.laohu8.com/m/news/1148728757?lang=zh_CN&edition=full","pubTime":"2021-05-06 10:34","market":"us","language":"en","title":"3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148728757","media":"The motley fool","summary":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that dire","content":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Companies That Will Directly Benefit From an EV Boom<blockquote>3家将直接受益于电动汽车繁荣的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe motley fool2021-05-06 10:34\n\n</h4>\n</header>\n<article>\nAs electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.<blockquote>随着全球电动汽车（EV）销量的增长，将有许多行业直接受益于能源消耗的变化。电力消耗可能会上升，将需要数百万个电动汽车充电器，并且对原材料的需求将会很大。</blockquote> These businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.<blockquote>这些与电动汽车制造相邻的业务变得很有吸引力，因为电动汽车股票的市销率高得令人难以置信，或者对于尚未盈利的公司来说，估值高达数十亿美元。如果您正在寻找将直接受益于电动汽车增长的股票，我们认为太阳电源（纳斯达克：SPWR），ChargePoint控股（纽约证券交易所代码：CHPT），以及NextEra能源（纽约证券交易所股票代码：NEE）将成为最大的受益者之一。</blockquote> The complete energy solution<blockquote>完整的能源解决方案</blockquote> Travis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.<blockquote>特拉维斯·霍伊姆（SunPower）：屋顶太阳能和电动汽车没有直接关系，但它们服务于相似的客户群，而且众所周知，电动汽车车主比普通人群更有可能拥有屋顶太阳能，反之亦然。SunPower正在做的是试图利用其在能源行业的地位，成为一家包括电动汽车充电在内的全方位能源服务公司。</blockquote> SunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.<blockquote>SunPower的战略始于屋顶太阳能电池板，但在家庭能源系统中增加储能才是真正的关键。存储允许SunPower控制家庭或电动汽车何时从电网获取电力，何时来自太阳能电池板，以及何时存储或放电能量。这将允许房主选择仅用自制的太阳能为他们的电动汽车“加油”，甚至将电动汽车用作备用电源的额外电池组。</blockquote> Based on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.<blockquote>根据历史趋势，如果电动汽车销量以制造商和行业观察家预期的速度增长，我们预计屋顶太阳能安装量也会大幅上升。这对SunPower来说将是一个巨大的推动力，随着该公司进军能源存储和完整的智能家居电力解决方案领域，这可能是未来几年的成长股。</blockquote> In need of infrastructure<blockquote>需要基础设施</blockquote> Howard Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.<blockquote>霍华德·史密斯（ChargePoint Holdings）：在越来越多的电动汽车制造商中，将会有赢家和输家。然而，无论哪家汽车供应商从电动汽车热潮中蓬勃发展，都需要更多的充电基础设施。ChargePoint拥有全面的产品网络，包括2,000多个公共快速充电站。此外，它拥有超过70%的市场份额，是北美使用240伏电源的2级充电网络的领导者。该公司预计，随着在美国和欧洲的扩张，到2026年，其充电端口的销售额将增长七倍。</blockquote> Though the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.<blockquote>尽管该公司是通过特殊目的收购公司(SPAC)上市的，但它并不是一家尚未盈利的初创公司。该公司报告称，截至1月31日的2021财年销售额为1.46亿美元。ChargePoint表示，预计2022财年指引的中点将增长37%，达到2亿美元。</blockquote> That level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.<blockquote>这一收入水平对该公司的估值仍然是销售额的30倍。但它也给管理层带来了一些可信度，因为它与公司公开交易前的表现相匹配。如果之前的收入预测适用于2022日历年，则按市销率计算，估值将降至18。</blockquote> With a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.<blockquote>凭借一套满足电动汽车车主、停车运营商和消费者以及企业和市政当局需求的产品，电动汽车的繁荣使ChargePoint有能力加速增长，以证明其未来几年的估值是合理的。该行业的增长看起来迫在眉睫。主要汽车制造商已经设定了实现几乎全电动化的目标和时间表。美国的另一个催化剂可能来自基础设施支出，拜登总统提议帮助安装50万个新充电站。</blockquote> The need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.<blockquote>对更多电动汽车充电基础设施的需求显然即将到来，而ChargePoint处于提供这一需求的最佳位置。投资者只需要有耐心，只分配属于投资组合高风险部分的资金。</blockquote> Leading the next-generation energy grid<blockquote>引领下一代能源网</blockquote> Daniel Foelber&nbsp;(NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.<blockquote>丹尼尔·福尔伯（NextEra Energy）：作为北美最大的风能和太阳能生产商，NextEra已准备好通过向电网提供清洁能源来支持电动汽车的繁荣。如果大部分电力来自化石燃料，电动汽车的广泛采用加上全国性的充电网络对环境的影响就会减少。这就是公用事业公司可以发挥作用的地方。</blockquote> NextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.<blockquote>NextEra当然不是唯一一家投资可再生能源的公用事业公司，但它可以说是最积极的。该公司的可再生能源部门NextEra Energy Resources(NEER)截至2020年底的发电量约为23.9吉瓦(GW)。NextEra在第一季度电话会议中报告称，NEER目前积压订单为15.25 GW，这意味着大量新项目正在建设中。</blockquote> NextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.<blockquote>NextEra已发展成为美国市值最大的公用事业公司。秘制酱料？有能力通过佛罗里达电力和照明公司利用其在佛罗里达州现有的领先地位，并通过债务为新产能提供资金。尽管FPL约70%的电力来自天然气，但它拥有2.64 GW的太阳能项目，并预计在未来四年内增加3.8 GW。它还在2021年第一季度增加了70个新的电动汽车充电端口，使其总数达到400个。它计划到2022年再安装600个充电端口。</blockquote> The company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.<img src=\"https://static.tigerbbs.com/6dec6b5cbc37e8128029fbf46b4251cd\" tg-width=\"720\" tg-height=\"513\" referrerpolicy=\"no-referrer\"><blockquote>该公司的增长率令人印象深刻，但也付出了沉重的代价。过去几年，收入和净利润停滞不前，资本支出急剧上升，导致投资方面大量现金流出。</blockquote> NEE REVENUE (ANNUAL)DATA BYYCHARTS<blockquote>NEE收入（年度）数据BYYCHARTS</blockquote> Investors have welcomed this strategy, as NextEra outperformed theS&amp;P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.<blockquote>投资者对这一策略表示欢迎，NextEra的表现优于标普500以及过去三年、五年和十年期间的公用事业行业。考虑到竞争对手的支出模式，NextEra没有表现出失去对同行领先优势的迹象。许多可再生能源运营商都有项目正在进行中，但没有一家联合起来两个NextEra Energy的现有和规划产能。</blockquote> Ride the EV tailwinds<blockquote>乘着电动汽车的顺风</blockquote> Growth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.<blockquote>电动汽车销量的增长可能会在很大程度上改变能源行业，投资者希望确保他们乘着电动汽车趋势的顺风而行，而不是与之抗争。随着电动汽车销量的增长，这三只股票应该会表现良好，这就是为什么它们是我们今天的首选。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/\">The motley fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPWR":"Sunpower Inc.","NEE":"新纪元能源","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://www.fool.com/investing/2021/05/05/3-companies-that-will-directly-benefit-from-an-ev/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148728757","content_text":"As electric vehicle (EV) sales rise around the world, there will be a number of industries that directly benefit from the change in energy consumption. Electricity consumption could rise, millions of EV chargers will be needed, and there will be a huge demand for raw materials.\nThese businesses adjacent to EV manufacturing have become appealing becauseEV stockstrade for incredibly high price-to-sales multiples, or multi-billion dollar valuations for pre-revenue companies. And if you're looking for stocks that will directly benefit from EV growth, we thinkSunPower(NASDAQ:SPWR),ChargePoint Holdings(NYSE:CHPT), andNextEra Energy(NYSE:NEE)will be some of the biggest beneficiaries.\nThe complete energy solution\nTravis Hoium(SunPower):Rooftop solar and electric vehicles aren't directly related, but they serve a similar customer base, and it's well known that EV owners are far more likely to have rooftop solar than the general population and vice versa. What SunPower is doing is trying to leverage its position in the energy industry to become a full energy services company, including charging of electric vehicles.\nSunPower's strategy starts with rooftop solar panels, but the addition of energy storage to the home energy system is really the key. Storage allows SunPower to control when a home or electric vehicle is pulling power from the grid, when power is coming from solar panels, and when energy is stored or discharged. This will allow a homeowner to choose to \"fuel\" their EV with only homemade solar electricity or even use the EV as an additional battery pack for backup power.\nBased on historic trends, if EV sales grow at the rate manufacturers and industry observers expect, we would expect to see asharp rise in rooftop solarbeing installed as well. That will be a big tailwind for SunPower, and with the company moving into energy storage and complete smart home power solutions, this could be a growth stock for years to come.\nIn need of infrastructure\nHoward Smith(ChargePoint Holdings):There will be winners and losers among the growing number of electric vehicle manufacturers. Regardless of which vehicle supplier prospers from an EV boom, though, significantly more charging infrastructure will be needed. ChargePoint has a comprehensive network of offerings that includes more than 2,000 publicly available fast-charging stations. Also, with over 70% market share, it is the North American leader in Level 2 charging networks, which use 240-volt power. It expects sales of its charging ports to grow by seven times through 2026, as it expands in both the U.S. and Europe.\nThough the company came public through a special purpose acquisition company (SPAC), it's not a pre-revenue start-up. It reported sales of $146 million in its fiscal 2021, which ended Jan. 31. ChargePoint said it expects that to increase by 37% to $200 million at the midpoint of its fiscal 2022 guidance.\nThat level of revenue still values the company at a very lofty 30 times sales. But it also gives management some credibility as it matches what the company presented prior to trading publicly. If those previous revenue estimates hold for calendar year 2022, the valuation drops to 18 on aprice-to-salesbasis.\nWith a suite of products that caters to the needs of EV fleet owners, parking operators, and consumers, as well as corporations and municipalities, an EV boom gives ChargePoint the ability to accelerate growth to justify its valuation looking ahead several years. Growth in the sector looks imminent. Major automakers have set goals and timelines for becoming virtually all-electric. An added catalyst in the U.S. could come from infrastructure spending that President Biden has proposed to help install 500,000 new charging stations.\nThe need for much more EV charging infrastructure is clearly coming, and ChargePoint is in a prime position to supply it. Investors just need to be patient and only allocate money that belongs in the high-risk portion of a portfolio.\nLeading the next-generation energy grid\nDaniel Foelber (NextEra Energy):As North America's largest producer of wind and solar energy, NextEra is ready to support the EV boom bysupplying the grid with clean energy. The environmental impact of widespread EV adoption paired with a nationwide charging network is reduced if the majority of electricity is derived from fossil fuels. This is where utilities can make a difference.\nNextEra is certainly not the only utility that is investing in renewables, but it has arguably beenthe most aggressive. The company's renewable division, NextEra Energy Resources (NEER), finished 2020 with around 23.9 gigawatts (GW) of generation capacity. In its first-quarter conference call, NextEra reported that NEER now has a backlog of 15.25 GW, meaning plenty of new projects are in the works.\nNextEra has grown to become the largest U.S.-based utility by market cap. The secret sauce? An ability to harness its existing leading position in Florida -- through Florida Power and Light -- along with debt to fund new capacity. Although around 70% of FPL's power comes from natural gas, it has 2.64 GW of solar projects and expects to add 3.8 GW over the next four years. It also added 70 new EV charging ports in the first quarter of 2021, bringing its total to 400. It plans to install 600 more charging ports by 2022.\nThe company's growth rate is impressive, but it has come at a hefty price. The past few years have seen stagnating revenue and net income -- along with a sharp rise in capital expenditures -- which has led to massive cash outflows on the investing side.\nNEE REVENUE (ANNUAL)DATA BYYCHARTS\nInvestors have welcomed this strategy, as NextEra outperformed theS&P 500and the utility sector over the past three, five, and 10-year periods. Given the spending patterns of its competitors, NextEra is showing no signs of losing its lead over its peers. Many renewable operators haveprojects in the works, but none combineboththe existing and planned capacity of NextEra Energy.\nRide the EV tailwinds\nGrowth in electric vehicle sales could change a lot of the energy industry, and investors will want to make sure they're riding the tailwinds of the EV trend, not fighting them. These three stocks should do well as EV sales grow, and that's why they're top picks for us today.","news_type":1,"symbols_score_info":{"CHPT":0.9,"SPWR":0.9,"NEE":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4239166,"gmtCreate":1620281290112,"gmtModify":1635502157267,"authorId":3570400002121413,"author":{"id":3570400002121413,"idStr":"3570400002121413","authorId":3570400002121413,"name":"Jems","avatar":"https://static.tigerbbs.com/df92bb46e59bc93fe485730ea2188b61","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":105118050,"type":1,"supId":0,"prevId":0,"content":"ii","text":"ii","html":"ii"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":56,"commentSize":18,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1148728757","isCrawlerRequest":true}