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2022-03-09
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2 Best Clean Energy Stocks For 2022<blockquote>2022年2只最佳清洁能源股票</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":635947967,"tweetId":"635947967","gmtCreate":1646815063261,"gmtModify":1646815063838,"author":{"id":3577020949136395,"idStr":"3577020949136395","authorId":3577020949136395,"authorIdStr":"3577020949136395","name":"Deca","avatar":"https://static.tigerbbs.com/6c1b94d89c09ceb3dd4f76d329b5010d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":46,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like pls</p></body></html>","htmlText":"<html><head></head><body><p>Like pls</p></body></html>","text":"Like pls","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/635947967","repostId":1139606794,"repostType":4,"repost":{"id":"1139606794","kind":"news","pubTimestamp":1646784776,"share":"https://www.laohu8.com/m/news/1139606794?lang=zh_CN&edition=full","pubTime":"2022-03-09 08:12","market":"us","language":"en","title":"2 Best Clean Energy Stocks For 2022<blockquote>2022年2只最佳清洁能源股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139606794","media":"Seeking Alpha","summary":"SummaryFuel is at the forefront of rising prices, and YTD, the Energy Sector (XLE) is up +35%, with ","content":"<p><html><head></head><body>Summary</p><p><blockquote><html><head></head><body>总结</body></html></blockquote></p><p><ul><li>Fuel is at the forefront of rising prices, and YTD, the Energy Sector (XLE) is up +35%, with no signs of abating.</li><li>Global economies are increasingly turning to green energy with climate change concerns and exploding oil prices. This is not reflected in clean energy ETFs, like QCLN down 17.5% YTD.</li><li>As the cost of all forms of energy increases, both conventional companies and alternative energy are passing costs directly to consumers.</li><li>ON, with its intelligent power technologies, and SQM as a lithium miner, are strong buys with solid quant ratings and fundamentals. They are my top clean energy stock picks on the blended basis of growth and valuation.</li></ul>Investing In Clean Energy Stocks</p><p><blockquote><ul><li>燃料处于价格上涨的最前沿，年初至今，能源板块(XLE)上涨了35%，没有减弱的迹象。</li><li>由于对气候变化的担忧和油价的飙升，全球经济体越来越多地转向绿色能源。这并没有反映在清洁能源ETF中，例如QCLN年初至今下跌17.5%。</li><li>随着各种形式能源成本的增加，传统公司和替代能源都在将成本直接转嫁给消费者。</li><li>凭借其智能电力技术和SQM作为锂矿商，凭借稳健的量化评级和基本面，值得大力买入。在增长和估值的混合基础上，它们是我首选的清洁能源股票。</li></ul>投资清洁能源股票</blockquote></p><p>Climate change concerns are prompting nations around the globe to alter their power sources. Carbon-based fossil fuels are valuable sources of energy that supply approximately 85% of the world's energy needs. In addition to the price of crude oil skyrocketing near $140/barrel, the aim to decarbonize the global economy is becoming more important. But not all green energy stocks and ETFs are created equal, as evidenced by ETF First Trust NASDAQ Clean Edge Green Energy (QCLN), which is down more than 17.5% YTD. It's crucial to pick green energy stocks that have good valuation frameworks and underlying metrics. Renewable energy is crucial to the energy transition and why I have selected two energy stocks with solid fundamentals, ON Semiconductor (ON) and Sociedad Quimica y Minera de Chile S.A. (SQM), that I believe will be a great investment into the sector and a great investment for your portfolio.</p><p><blockquote>对气候变化的担忧正促使全球各国改变能源来源。碳基化石燃料是有价值的能源，提供了大约85%的世界能源需求。除了原油价格飙升至140美元/桶附近，全球经济脱碳的目标变得更加重要。但并非所有绿色能源股票和ETF都是平等的，ETF First Trust纳斯达克清洁边缘绿色能源(QCLN)就证明了这一点，该股今年迄今已下跌超过17.5%。选择具有良好估值框架和基础指标的绿色能源股票至关重要。可再生能源对于能源转型至关重要，这也是我选择安森美半导体(ON)和智利Sociedad Quimica y Minera de Chile S.A.(SQM)这两只基本面稳健的能源股的原因，我相信这将是对该行业的一项伟大投资，也是对您投资组合的一项伟大投资。</blockquote></p><p><img src=\"https://static.tigerbbs.com/9762ba5ea0506ea7d8906b71faaf7178\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"/>Oil Soars Amid Russian Embargo Fears (ICE - Bloomberg)</p><p><blockquote>由于俄罗斯禁运担忧，油价飙升（ICE-Bloomberg）</blockquote></p><p>The Green Energy Market Today</p><p><blockquote>当今的绿色能源市场</blockquote></p><p>Oil is trading over $120/barrel, and yesterday's market selloff makes for a great buying opportunity to buy green energy because renewable energy is fueling the future. According to Allied Market Research, the 2020 value of renewable energy was $881.7B and projected to reach $1,977.6B by 2030 with a growing CAGR of 8.4% from 2021 to 2030. Renewable stocks are hot commodities and outperforming, returning approximately 159%since the end of 2019 compared to the S&P 500's 29%. With these numbers and the S&P 500 and other indices on a rollercoaster ride, the spike in oil and gas prices on the heels of Russia's invasion of Ukraine, coupled with the suspense behind raising interest rates, the case for why alternate energy sources should be the topic of interest is clear. In 2020, despite the consumption of fuels declining, renewables were the only energy sources with increased demand. Thus, as global economies recover from the pandemic and other crises like Russia-Ukraine, will clean energy stocks expand quicker?</p><p><blockquote>石油交易价格超过120美元/桶，昨天的市场抛售为购买绿色能源提供了绝佳的买入机会，因为可再生能源正在推动未来。根据Allied Market Research的数据，2020年可再生能源的价值为8817亿美元，预计到2030年将达到1977.6亿美元，2021年至2030年的CAGR增长率为8.4%。可再生能源股票是热门商品，表现出色，自2019年底以来回报率约为159%，而标普500为29%。随着这些数字以及标普500和其他指数的过山车般的走势，俄罗斯入侵乌克兰后石油和天然气价格的飙升，再加上加息背后的悬念，为什么替代能源应该成为人们感兴趣的话题是显而易见的。2020年，尽管燃料消耗下降，但可再生能源是唯一需求增加的能源。因此，随着全球经济从疫情和俄罗斯-乌克兰等其他危机中复苏，清洁能源股票会更快扩张吗？</blockquote></p><p>Because renewable energy derives from natural sources like wind and sunlight, global warming and geopolitical factors set to impact economies going forward should drive its usage. As the cost of energy increases, many companies, including utilities, can pass expenses directly to the consumer, and consumers don't have much choice other than to pay.<i>"The move higher in global natural gas and power prices is potentially a longer-term catalyst for acceleration of development of renewable energy capacity globally across a variety of technologies including solar, wind and green hydrogen…These energy sources will be viewed as more price-competitive in a higher for longer scenario for energy prices,"</i>said Ameet Thakkar, energy transition and infrastructure analyst at BMO.</p><p><blockquote>由于可再生能源来自风能和阳光等自然资源，全球变暖和影响未来经济的地缘政治因素应该会推动其使用。随着能源成本的增加，包括公用事业公司在内的许多公司可以将费用直接转嫁给消费者，消费者除了付费之外没有太多选择。<i>“全球天然气和电力价格的上涨可能是加速全球可再生能源产能发展的长期催化剂，包括太阳能、风能和绿色氢能……这些能源将被视为更具价格竞争力。在能源价格较高且长期的情况下具有竞争力，”</i>BMO能源转型和基础设施分析师Ameet Thakkar表示。</blockquote></p><p>Nations want to reduce greenhouse gas emissions while increasing output efficiency, decreasing maintenance costs, and ensuring less pollution. Given the 45% increase in the amount of renewable electricity added in 2020, the most significant year-over-year increase since 1999 according to theInternational Energy Agency(IEA), green energy is on track to be the "new normal" moving forward. With China as the largest manufacturer of solar panels, wind turbines, and supplier of raw materials used to build them, China also accounts for more than 50% of its global renewable capacity growth. Companies and nations are following suit, and policy changes and investments into the industry are helping meet climate goals. As NATO and nations consider fuel options going and the potential bans imposed on Russian energy imports, investors should consider what that means for renewable stocks. We have two top stocks that stand to benefit amid the green energy and geopolitical transition.</p><p><blockquote>各国希望减少温室气体排放，同时提高产出效率、降低维护成本并确保减少污染。根据国际能源署(IEA)的数据，鉴于2020年可再生电力新增量增长45%，这是自1999年以来最显着的同比增幅，绿色能源有望成为未来的“新常态”。由于中国是最大的太阳能电池板、风力涡轮机制造商以及用于建造它们的原材料供应商，中国也占全球可再生能源产能增长的50%以上。公司和国家正在效仿，政策变化和对该行业的投资正在帮助实现气候目标。随着北约和各国考虑燃料选择以及可能对俄罗斯能源进口实施的禁令，投资者应该考虑这对可再生能源股票意味着什么。我们有两只顶级股票将在绿色能源和地缘政治转型中受益。</blockquote></p><p>2 Top Renewable Energy Companies To Invest In</p><p><blockquote>2家值得投资的顶级可再生能源公司</blockquote></p><p></p><p>Green energy stocks are thriving and becoming the go-to energy sources as they expand through the pandemic. I've focused on two top picks that stand to benefit from the growth of wind, solar, hydroelectric, and biomass energy sources.</p><p><blockquote>随着绿色能源股在疫情的扩张，绿色能源股正在蓬勃发展，并成为首选能源。我重点关注了两个将受益于风能、太阳能、水力发电和生物质能源增长的首选。</blockquote></p><p>1. ON Semiconductor Corporation (ON)</p><p><blockquote>1.安森美半导体公司（ON）</blockquote></p><p>Fortune 1000 company, ON Semiconductor Corporation, is an American supplier of semiconductors that is crushing its sector while propelling sustainable energy for the solar strings, industrial power, and storage systems. As a leading provider of power management, ON's mission is to create intelligent power through innovative technologies using signal management and custom devices for communications, automotive, computing, LED lighting, medical and military use. ON is capitalizing on high-value trends in the industrial and automotive markets, with high demand for semiconductors that have been in short supply.</p><p><blockquote>财富1000强公司安森美半导体公司是一家美国半导体供应商，该公司在推动太阳能串、工业电力和存储系统的可持续能源的同时，正在摧毁其行业。作为领先的电源管理提供商，ON的使命是通过使用信号管理和定制设备的创新技术创造智能电源，用于通信、汽车、计算、LED照明、医疗和军事用途。ON正在利用工业和汽车市场的高价值趋势，对一直供不应求的半导体的高需求。</blockquote></p><p><img src=\"https://static.tigerbbs.com/2f157b1896f49b47d68b0ece0b6df18b\" tg-width=\"640\" tg-height=\"217\" width=\"100%\" height=\"auto\"/>ON Valuation Grade(Seeking Alpha Premium)</p><p><blockquote>论估值等级（寻求Alpha Premium）</blockquote></p><p>ON Semiconductor comes at a reasonable C+ Valuation Grade, remaining attractive relative to its sector by more than 27%, at a forward P/E of 13.98x. Its A+ PEG ratio of 0.38x is another indicator of its great value. However, supply constraints have posed some issues for the semiconductor industry - like many others - ON continues to advance, as exhibited by its one-year share price increase of +57% and stellar growth and profitability.</p><p><blockquote>安森美半导体(ON Semiconductor)的估值等级为合理的C+估值等级，相对于其行业仍具有27%以上的吸引力，远期市盈率为13.98倍。其0.38倍的A+PEG比率是其巨大价值的另一个指标。然而，供应限制给半导体行业带来了一些问题——就像许多其他行业一样——ON继续前进，其一年内股价上涨+57%以及出色的增长和盈利能力就证明了这一点。</blockquote></p><p>ON Semiconductor Growth and Profitability</p><p><blockquote>安森美半导体增长和盈利能力</blockquote></p><p>On Semi is a differentiated chipmaker at the top of its game and a portfolio set to lead market share with high growth. Proving its continued success, ON had another stellar earnings report. In 2021, revenue increased 28%, with operating income and free cash flow up six times despite pandemic-induced supply chain constraints.<i>"We continue to see strong demand for our products. And in 2021, our design win funnel grew over 60% year-over-year, and our new product revenue grew 28% from 2020. This design win performance, along with long-term supply agreements, have positioned the company for sustained long-term growth,"</i>said Hassane El-Khoury, On Semi President and CEO, during the Q4 Earnings Call.</p><p><blockquote>安森美是一家处于领先地位的差异化芯片制造商，其产品组合将以高增长引领市场份额。ON又发布了一份出色的收益报告，证明了其持续的成功。2021年，尽管大流行导致供应链限制，但收入增长了28%，营业收入和自由现金流增长了六倍。<i>“我们继续看到对我们产品的强劲需求。2021年，我们的设计胜利漏斗同比增长超过60%，我们的新产品收入较2020年增长28%。这种设计胜利的表现，加上长期供应协议，使公司能够实现持续的长期增长，”</i>安森美总裁兼首席执行官Hassane El-Khoury在第四季度财报看涨期权上表示。</blockquote></p><p><img src=\"https://static.tigerbbs.com/9931bd38855fd50f030221b5281f0f93\" tg-width=\"640\" tg-height=\"511\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>ON Growth Grade(Seeking Alpha Premium)</p><p><blockquote>成长级（寻求Alpha Premium）</blockquote></p><p>Q4 earnings resulted in an EPS of $1.09 beat by $0.15 and revenue of $1.85B beating by $55.17M or 27.645% YoY. These tremendous results prompted an A+ revisions grade following 29 FY1 Up revisions. ON has exceeded earnings estimates over the last seven quarters, and analysts continue to increase their earnings estimates. After a recent surprise earnings beat, the stock continues to climb.</p><p><blockquote>第四季度收益导致每股收益为1.09美元，超出0.15美元，收入为1.85 B美元，同比超出5517万美元或27.645%。这些巨大的结果促使在29个FY1向上修订后获得A+修订等级。ON在过去七个季度的盈利超出了预期，分析师也在继续上调盈利预期。在最近出人意料的盈利超出预期之后，该股继续攀升。</blockquote></p><p><b><i>ON Semiconductor Earnings</i></b></p><p><blockquote><b><i>安森美半导体盈利</i></b></blockquote></p><p><img src=\"https://static.tigerbbs.com/e05054846037b8126cf37b7c775350fd\" tg-width=\"640\" tg-height=\"215\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>ON Semiconductor Earnings(Seeking Alpha Premium)</p><p><blockquote>安森美半导体收益（寻求Alpha Premium）</blockquote></p><p>Momentum is strong for ON Semiconductor as they have an A+ Momentum Grade rating and continue to have stellar price returns, with a price-performance return over ten years exceeding 500%. A deeper dive into their growth grades shows a strong year-over-year EBITDA Growth grade of A at +216% above the sector, and EPS FWD Long Term grade of A+, 148% above the sector. As we continue to observe the growth and profitability trends within the sustainable energy sector, there's another name in the industry paving the way.</p><p><blockquote>安森美半导体的势头强劲，因为他们拥有A+动量级评级，并继续拥有出色的价格回报，十年的性价比超过500%。对其增长评级的深入研究显示，EBITDA同比增长评级强劲，为A，比行业高出+216%，EPS FWD长期评级为A+，比行业高出148%。随着我们继续观察可持续能源领域的增长和盈利趋势，该行业的另一个名字正在铺平道路。</blockquote></p><p>2. Sociedad Quimica y Minera de Chile S.A. (SQM)</p><p><blockquote>2.智利化学矿业公司(SQM)</blockquote></p><p>The U.S. Basic Materials Index outperformed the broader market during Q4 of 2021. Given inflation and energy price volatility, Sociedad Quimica y Minera de Chile (SQM) stands to benefit as a clean energy company. A specialty chemical producer, SQM is in the fertilizers and agricultural chemicals industry and produces and distributes plant nutrients and their derivatives. The company's minerals and nutrients are used in medical, agricultural, and industrial applications and offer biocides, electrochemical materials for batteries, air conditioning chemicals, and lithium derivatives.</p><p><blockquote>2021年第四季度，美国基础材料指数跑赢大盘。鉴于通货膨胀和能源价格波动，智利Quimica y Minera de Chile(SQM)作为一家清洁能源公司将受益。SQM是一家特种化学品生产商，从事化肥和农用化学品行业，生产和分销植物营养素及其衍生物。该公司的矿物质和营养素用于医疗、农业和工业应用，并提供杀菌剂、电池电化学材料、空调化学品和锂衍生物。</blockquote></p><p>Specialty chemicals that sell to electronics and semiconductor markets should see tremendous growth. As we experienced with ON Semiconductor, semiconductors are some of the leading solar and industrial power sources. Although SQM has a D+ Valuation grade, given its sector and the upward trend on the heels of green energy, some of the leading solar and industrial power sources. Although SQM has a D+ Valuation grade, given its sector and the upward trend on the heels of green energy, SQM's +54% YTD price performance and +54% one-year performance at a share price still trading less than $75/share indicate why it's a strong buy.</p><p><blockquote>销售到电子和半导体市场的特种化学品应该会有巨大的增长。正如我们在安森美半导体所经历的那样，半导体是一些领先的太阳能和工业电源。尽管SQM的估值等级为D+，但考虑到其行业以及绿色能源（一些领先的太阳能和工业能源）之后的上升趋势。尽管SQM的估值等级为D+，但考虑到其行业以及紧随绿色能源之后的上升趋势，SQM年初至今的价格表现为+54%，一年的表现为+54%，而股价仍低于75美元/股，这表明为什么这是一个强烈的买入。</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/9aedb14eaf10bcbe0b8dc7c09fd9927f\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>US Equity vs US Basic Materials(Morningstar, Fastmarkets, ADP company filings (Data as of 12/23/21))</p><p><blockquote>美国股票vs美国基础材料（晨星、Fastmarkets、ADP公司备案（数据截至12/23/21））</blockquote></p><p>SQM Growth and Profitability</p><p><blockquote>SQM增长和盈利能力</blockquote></p><p>There's significant demand for lithium production. As essential energy sources, metals like lithium supplied by SQM are helping accelerate the demand for items needed in solar panels and wind turbines to replace coal and oil. Lithium is a recyclable resource used not only in electric vehicles (EVs) but also in batteries. Global lithium demand grew nearly 55% from 2020 to 2021, given thatlithium batteries are the new gold, used in smartphones, tablets, laptops, EVs, and other devices and are excellent for energy storage.<i>"With significant demand for the company's lithium production…I am quite optimistic about SQM's future free cash flow. Most analysts also have great expectations. SQM has a significant amount of cash in hand, which will allow management to pay capital expenditures and acquire other projects,"</i>writes Seeking Alpha author, Hohaf Investments.Lithium, among other materials in SQM's diverse portfolio of agricultural resources, will supply the latest renewable energy sources, including some bio-based chemicals.</p><p><blockquote>对锂生产的需求很大。作为重要的能源，SQM提供的锂等金属正在帮助加速对太阳能电池板和风力涡轮机所需物品的需求，以取代煤炭和石油。锂是一种可回收资源，不仅用于电动汽车(EV)，还用于电池。鉴于锂电池是新的黄金，用于智能手机、平板电脑、笔记本电脑、电动汽车和其他设备，并且非常适合储能，2020年至2021年全球锂需求增长了近55%。<i>“随着公司锂生产的巨大需求……我对SQM未来的自由现金流相当乐观。大多数分析师也抱有很大的期望。SQM手头有大量现金，这将使管理层能够支付资本支出并收购其他项目，”</i>Seeking Alpha作者Hohaf Investments写道。锂以及SQM多元化农业资源组合中的其他材料将提供最新的可再生能源，包括一些生物基化学品。</blockquote></p><p>Bioenergy is a necessary form of renewable energy derived from organic materials to produce transportation fuels, heat, electricity, and many other products.<i>"Given the existing shortage of potash and potassium-based fertilizers, we saw a significant increase of global potassium prices. This positive trend should continue in the short term, and also have a positive impact on the pricing environment in the SPN business line during 1H 2022,"</i>said anSQM company representative.</p><p><blockquote>生物能源是从有机材料中提取的可再生能源的一种必要形式，用于生产运输燃料、热能、电力和许多其他产品。<i>“鉴于目前钾肥和钾肥的短缺，我们看到全球钾肥价格大幅上涨。这种积极趋势应该会在短期内持续下去，也会对2022年上半年SPN业务线的定价环境产生积极影响，”</i>anSQM公司代表说。</blockquote></p><p><i><b>Primary Energy vs. Renewable Sources</b></i></p><p><blockquote><i><b>一次能源与可再生能源</b></i></blockquote></p><p><img src=\"https://static.tigerbbs.com/e673f9cad6ebb284d21b632176e40989\" tg-width=\"640\" tg-height=\"321\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Primary Energy vs. Renewable Sources(IEA, Bloomberg)</p><p><blockquote>一次能源与可再生能源（IEA、彭博社）</blockquote></p><p>Following better than expected Q4 earnings and revenue, SQM's jumped +7.4%. EPS of $1.13 beat by $0.20; revenue of $1.08B increased YoY by 111.04%, and it's clear looking at its A+ Growth Grade below that SQM is on a positive growth trajectory.</p><p><blockquote>继好于预期的第四季度盈利和收入后，SQM的股价上涨了7.4%。每股收益为1.13美元，超出0.20美元；$1.08 B的收入同比增长111.04%，从其A+增长等级来看，SQM显然正处于积极增长轨道。</blockquote></p><p><img src=\"https://static.tigerbbs.com/151565019a707f1560bb738050118075\" tg-width=\"640\" tg-height=\"543\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>SQM Growth Grade(Seeking Alpha Premium)</p><p><blockquote>SQM增长级（寻求Alpha Premium）</blockquote></p><p>Gross profit margins were also fantastic. For Q4 of 2021, they reached $542.8M, nearly a 309% increase for the same time period in 2020. Current EBITDA margins of 39.99% are great, and the company is sitting well with +$420M Cash from Operations. Strong demand for lithium and SQM materials should continue to fare strong profitability and growth going forward. AsSQM CEO Ricardo Ramos said,</p><p><blockquote>毛利率也非常高。2021年第四季度，销售额达到5.428亿美元，比2020年同期增长近309%。目前39.99%的EBITDA利润率非常高，公司运营现金超过4.2亿美元。对锂和SQM材料的强劲需求应该会继续带来强劲的盈利能力和增长。AsSQM首席执行官Ricardo Ramos表示，</blockquote></p><p>"We want to continue growing in the lithium market. The Board has just approved an additional lithium capacity plan in Chile, which will allow us to reach 210,000 metric tons of lithium carbonate and 40,000 metric tons of lithium hydroxide. We expect this new capacity to be ready next year with a total CAPEX of US $250 million...Our current estimates for 2022 demand growth are over 30%."The Bottom Line on Clean Energy Investing</p><p><blockquote>“我们希望在锂市场继续增长。董事会刚刚批准了智利的一项额外锂产能计划，这将使我们的碳酸锂产能达到210,000公吨和氢氧化锂4万公吨。我们预计这一新产能将于明年准备就绪，总资本支出为2.5亿美元...我们目前对2022年需求增长的估计超过30%。”清洁能源投资的底线</blockquote></p><p>Capitalizing on clean energy companies is an excellent opportunity for the future. Clean energy stocks are growth-oriented companies poised to provide potential profits for investors who seek to add growth to their portfolios while taking advantage of the sustainability trend. As the renewable energy market share grows, it increases the value of the recommended stocks' generation assets, which is why we believe these two stocks are buys.</p><p><blockquote>利用清洁能源公司是未来的绝佳机会。清洁能源股票是以增长为导向的公司，有望为寻求在利用可持续发展趋势的同时增加投资组合增长的投资者提供潜在利润。随着可再生能源市场份额的增长，推荐股票的发电资产价值也会增加，这就是为什么我们认为这两只股票值得买入。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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>2 Best Clean Energy Stocks For 2022<blockquote>2022年2只最佳清洁能源股票</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\">\n2 Best Clean Energy Stocks For 2022<blockquote>2022年2只最佳清洁能源股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-03-09 08:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary</p><p><blockquote><html><head></head><body>总结</body></html></blockquote></p><p><ul><li>Fuel is at the forefront of rising prices, and YTD, the Energy Sector (XLE) is up +35%, with no signs of abating.</li><li>Global economies are increasingly turning to green energy with climate change concerns and exploding oil prices. This is not reflected in clean energy ETFs, like QCLN down 17.5% YTD.</li><li>As the cost of all forms of energy increases, both conventional companies and alternative energy are passing costs directly to consumers.</li><li>ON, with its intelligent power technologies, and SQM as a lithium miner, are strong buys with solid quant ratings and fundamentals. They are my top clean energy stock picks on the blended basis of growth and valuation.</li></ul>Investing In Clean Energy Stocks</p><p><blockquote><ul><li>燃料处于价格上涨的最前沿，年初至今，能源板块(XLE)上涨了35%，没有减弱的迹象。</li><li>由于对气候变化的担忧和油价的飙升，全球经济体越来越多地转向绿色能源。这并没有反映在清洁能源ETF中，例如QCLN年初至今下跌17.5%。</li><li>随着各种形式能源成本的增加，传统公司和替代能源都在将成本直接转嫁给消费者。</li><li>凭借其智能电力技术和SQM作为锂矿商，凭借稳健的量化评级和基本面，值得大力买入。在增长和估值的混合基础上，它们是我首选的清洁能源股票。</li></ul>投资清洁能源股票</blockquote></p><p>Climate change concerns are prompting nations around the globe to alter their power sources. Carbon-based fossil fuels are valuable sources of energy that supply approximately 85% of the world's energy needs. In addition to the price of crude oil skyrocketing near $140/barrel, the aim to decarbonize the global economy is becoming more important. But not all green energy stocks and ETFs are created equal, as evidenced by ETF First Trust NASDAQ Clean Edge Green Energy (QCLN), which is down more than 17.5% YTD. It's crucial to pick green energy stocks that have good valuation frameworks and underlying metrics. Renewable energy is crucial to the energy transition and why I have selected two energy stocks with solid fundamentals, ON Semiconductor (ON) and Sociedad Quimica y Minera de Chile S.A. (SQM), that I believe will be a great investment into the sector and a great investment for your portfolio.</p><p><blockquote>对气候变化的担忧正促使全球各国改变能源来源。碳基化石燃料是有价值的能源，提供了大约85%的世界能源需求。除了原油价格飙升至140美元/桶附近，全球经济脱碳的目标变得更加重要。但并非所有绿色能源股票和ETF都是平等的，ETF First Trust纳斯达克清洁边缘绿色能源(QCLN)就证明了这一点，该股今年迄今已下跌超过17.5%。选择具有良好估值框架和基础指标的绿色能源股票至关重要。可再生能源对于能源转型至关重要，这也是我选择安森美半导体(ON)和智利Sociedad Quimica y Minera de Chile S.A.(SQM)这两只基本面稳健的能源股的原因，我相信这将是对该行业的一项伟大投资，也是对您投资组合的一项伟大投资。</blockquote></p><p><img src=\"https://static.tigerbbs.com/9762ba5ea0506ea7d8906b71faaf7178\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"/>Oil Soars Amid Russian Embargo Fears (ICE - Bloomberg)</p><p><blockquote>由于俄罗斯禁运担忧，油价飙升（ICE-Bloomberg）</blockquote></p><p>The Green Energy Market Today</p><p><blockquote>当今的绿色能源市场</blockquote></p><p>Oil is trading over $120/barrel, and yesterday's market selloff makes for a great buying opportunity to buy green energy because renewable energy is fueling the future. According to Allied Market Research, the 2020 value of renewable energy was $881.7B and projected to reach $1,977.6B by 2030 with a growing CAGR of 8.4% from 2021 to 2030. Renewable stocks are hot commodities and outperforming, returning approximately 159%since the end of 2019 compared to the S&P 500's 29%. With these numbers and the S&P 500 and other indices on a rollercoaster ride, the spike in oil and gas prices on the heels of Russia's invasion of Ukraine, coupled with the suspense behind raising interest rates, the case for why alternate energy sources should be the topic of interest is clear. In 2020, despite the consumption of fuels declining, renewables were the only energy sources with increased demand. Thus, as global economies recover from the pandemic and other crises like Russia-Ukraine, will clean energy stocks expand quicker?</p><p><blockquote>石油交易价格超过120美元/桶，昨天的市场抛售为购买绿色能源提供了绝佳的买入机会，因为可再生能源正在推动未来。根据Allied Market Research的数据，2020年可再生能源的价值为8817亿美元，预计到2030年将达到1977.6亿美元，2021年至2030年的CAGR增长率为8.4%。可再生能源股票是热门商品，表现出色，自2019年底以来回报率约为159%，而标普500为29%。随着这些数字以及标普500和其他指数的过山车般的走势，俄罗斯入侵乌克兰后石油和天然气价格的飙升，再加上加息背后的悬念，为什么替代能源应该成为人们感兴趣的话题是显而易见的。2020年，尽管燃料消耗下降，但可再生能源是唯一需求增加的能源。因此，随着全球经济从疫情和俄罗斯-乌克兰等其他危机中复苏，清洁能源股票会更快扩张吗？</blockquote></p><p>Because renewable energy derives from natural sources like wind and sunlight, global warming and geopolitical factors set to impact economies going forward should drive its usage. As the cost of energy increases, many companies, including utilities, can pass expenses directly to the consumer, and consumers don't have much choice other than to pay.<i>"The move higher in global natural gas and power prices is potentially a longer-term catalyst for acceleration of development of renewable energy capacity globally across a variety of technologies including solar, wind and green hydrogen…These energy sources will be viewed as more price-competitive in a higher for longer scenario for energy prices,"</i>said Ameet Thakkar, energy transition and infrastructure analyst at BMO.</p><p><blockquote>由于可再生能源来自风能和阳光等自然资源，全球变暖和影响未来经济的地缘政治因素应该会推动其使用。随着能源成本的增加，包括公用事业公司在内的许多公司可以将费用直接转嫁给消费者，消费者除了付费之外没有太多选择。<i>“全球天然气和电力价格的上涨可能是加速全球可再生能源产能发展的长期催化剂，包括太阳能、风能和绿色氢能……这些能源将被视为更具价格竞争力。在能源价格较高且长期的情况下具有竞争力，”</i>BMO能源转型和基础设施分析师Ameet Thakkar表示。</blockquote></p><p>Nations want to reduce greenhouse gas emissions while increasing output efficiency, decreasing maintenance costs, and ensuring less pollution. Given the 45% increase in the amount of renewable electricity added in 2020, the most significant year-over-year increase since 1999 according to theInternational Energy Agency(IEA), green energy is on track to be the "new normal" moving forward. With China as the largest manufacturer of solar panels, wind turbines, and supplier of raw materials used to build them, China also accounts for more than 50% of its global renewable capacity growth. Companies and nations are following suit, and policy changes and investments into the industry are helping meet climate goals. As NATO and nations consider fuel options going and the potential bans imposed on Russian energy imports, investors should consider what that means for renewable stocks. We have two top stocks that stand to benefit amid the green energy and geopolitical transition.</p><p><blockquote>各国希望减少温室气体排放，同时提高产出效率、降低维护成本并确保减少污染。根据国际能源署(IEA)的数据，鉴于2020年可再生电力新增量增长45%，这是自1999年以来最显着的同比增幅，绿色能源有望成为未来的“新常态”。由于中国是最大的太阳能电池板、风力涡轮机制造商以及用于建造它们的原材料供应商，中国也占全球可再生能源产能增长的50%以上。公司和国家正在效仿，政策变化和对该行业的投资正在帮助实现气候目标。随着北约和各国考虑燃料选择以及可能对俄罗斯能源进口实施的禁令，投资者应该考虑这对可再生能源股票意味着什么。我们有两只顶级股票将在绿色能源和地缘政治转型中受益。</blockquote></p><p>2 Top Renewable Energy Companies To Invest In</p><p><blockquote>2家值得投资的顶级可再生能源公司</blockquote></p><p></p><p>Green energy stocks are thriving and becoming the go-to energy sources as they expand through the pandemic. I've focused on two top picks that stand to benefit from the growth of wind, solar, hydroelectric, and biomass energy sources.</p><p><blockquote>随着绿色能源股在疫情的扩张，绿色能源股正在蓬勃发展，并成为首选能源。我重点关注了两个将受益于风能、太阳能、水力发电和生物质能源增长的首选。</blockquote></p><p>1. ON Semiconductor Corporation (ON)</p><p><blockquote>1.安森美半导体公司（ON）</blockquote></p><p>Fortune 1000 company, ON Semiconductor Corporation, is an American supplier of semiconductors that is crushing its sector while propelling sustainable energy for the solar strings, industrial power, and storage systems. As a leading provider of power management, ON's mission is to create intelligent power through innovative technologies using signal management and custom devices for communications, automotive, computing, LED lighting, medical and military use. ON is capitalizing on high-value trends in the industrial and automotive markets, with high demand for semiconductors that have been in short supply.</p><p><blockquote>财富1000强公司安森美半导体公司是一家美国半导体供应商，该公司在推动太阳能串、工业电力和存储系统的可持续能源的同时，正在摧毁其行业。作为领先的电源管理提供商，ON的使命是通过使用信号管理和定制设备的创新技术创造智能电源，用于通信、汽车、计算、LED照明、医疗和军事用途。ON正在利用工业和汽车市场的高价值趋势，对一直供不应求的半导体的高需求。</blockquote></p><p><img src=\"https://static.tigerbbs.com/2f157b1896f49b47d68b0ece0b6df18b\" tg-width=\"640\" tg-height=\"217\" width=\"100%\" height=\"auto\"/>ON Valuation Grade(Seeking Alpha Premium)</p><p><blockquote>论估值等级（寻求Alpha Premium）</blockquote></p><p>ON Semiconductor comes at a reasonable C+ Valuation Grade, remaining attractive relative to its sector by more than 27%, at a forward P/E of 13.98x. Its A+ PEG ratio of 0.38x is another indicator of its great value. However, supply constraints have posed some issues for the semiconductor industry - like many others - ON continues to advance, as exhibited by its one-year share price increase of +57% and stellar growth and profitability.</p><p><blockquote>安森美半导体(ON Semiconductor)的估值等级为合理的C+估值等级，相对于其行业仍具有27%以上的吸引力，远期市盈率为13.98倍。其0.38倍的A+PEG比率是其巨大价值的另一个指标。然而，供应限制给半导体行业带来了一些问题——就像许多其他行业一样——ON继续前进，其一年内股价上涨+57%以及出色的增长和盈利能力就证明了这一点。</blockquote></p><p>ON Semiconductor Growth and Profitability</p><p><blockquote>安森美半导体增长和盈利能力</blockquote></p><p>On Semi is a differentiated chipmaker at the top of its game and a portfolio set to lead market share with high growth. Proving its continued success, ON had another stellar earnings report. In 2021, revenue increased 28%, with operating income and free cash flow up six times despite pandemic-induced supply chain constraints.<i>"We continue to see strong demand for our products. And in 2021, our design win funnel grew over 60% year-over-year, and our new product revenue grew 28% from 2020. This design win performance, along with long-term supply agreements, have positioned the company for sustained long-term growth,"</i>said Hassane El-Khoury, On Semi President and CEO, during the Q4 Earnings Call.</p><p><blockquote>安森美是一家处于领先地位的差异化芯片制造商，其产品组合将以高增长引领市场份额。ON又发布了一份出色的收益报告，证明了其持续的成功。2021年，尽管大流行导致供应链限制，但收入增长了28%，营业收入和自由现金流增长了六倍。<i>“我们继续看到对我们产品的强劲需求。2021年，我们的设计胜利漏斗同比增长超过60%，我们的新产品收入较2020年增长28%。这种设计胜利的表现，加上长期供应协议，使公司能够实现持续的长期增长，”</i>安森美总裁兼首席执行官Hassane El-Khoury在第四季度财报看涨期权上表示。</blockquote></p><p><img src=\"https://static.tigerbbs.com/9931bd38855fd50f030221b5281f0f93\" tg-width=\"640\" tg-height=\"511\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>ON Growth Grade(Seeking Alpha Premium)</p><p><blockquote>成长级（寻求Alpha Premium）</blockquote></p><p>Q4 earnings resulted in an EPS of $1.09 beat by $0.15 and revenue of $1.85B beating by $55.17M or 27.645% YoY. These tremendous results prompted an A+ revisions grade following 29 FY1 Up revisions. ON has exceeded earnings estimates over the last seven quarters, and analysts continue to increase their earnings estimates. After a recent surprise earnings beat, the stock continues to climb.</p><p><blockquote>第四季度收益导致每股收益为1.09美元，超出0.15美元，收入为1.85 B美元，同比超出5517万美元或27.645%。这些巨大的结果促使在29个FY1向上修订后获得A+修订等级。ON在过去七个季度的盈利超出了预期，分析师也在继续上调盈利预期。在最近出人意料的盈利超出预期之后，该股继续攀升。</blockquote></p><p><b><i>ON Semiconductor Earnings</i></b></p><p><blockquote><b><i>安森美半导体盈利</i></b></blockquote></p><p><img src=\"https://static.tigerbbs.com/e05054846037b8126cf37b7c775350fd\" tg-width=\"640\" tg-height=\"215\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>ON Semiconductor Earnings(Seeking Alpha Premium)</p><p><blockquote>安森美半导体收益（寻求Alpha Premium）</blockquote></p><p>Momentum is strong for ON Semiconductor as they have an A+ Momentum Grade rating and continue to have stellar price returns, with a price-performance return over ten years exceeding 500%. A deeper dive into their growth grades shows a strong year-over-year EBITDA Growth grade of A at +216% above the sector, and EPS FWD Long Term grade of A+, 148% above the sector. As we continue to observe the growth and profitability trends within the sustainable energy sector, there's another name in the industry paving the way.</p><p><blockquote>安森美半导体的势头强劲，因为他们拥有A+动量级评级，并继续拥有出色的价格回报，十年的性价比超过500%。对其增长评级的深入研究显示，EBITDA同比增长评级强劲，为A，比行业高出+216%，EPS FWD长期评级为A+，比行业高出148%。随着我们继续观察可持续能源领域的增长和盈利趋势，该行业的另一个名字正在铺平道路。</blockquote></p><p>2. Sociedad Quimica y Minera de Chile S.A. (SQM)</p><p><blockquote>2.智利化学矿业公司(SQM)</blockquote></p><p>The U.S. Basic Materials Index outperformed the broader market during Q4 of 2021. Given inflation and energy price volatility, Sociedad Quimica y Minera de Chile (SQM) stands to benefit as a clean energy company. A specialty chemical producer, SQM is in the fertilizers and agricultural chemicals industry and produces and distributes plant nutrients and their derivatives. The company's minerals and nutrients are used in medical, agricultural, and industrial applications and offer biocides, electrochemical materials for batteries, air conditioning chemicals, and lithium derivatives.</p><p><blockquote>2021年第四季度，美国基础材料指数跑赢大盘。鉴于通货膨胀和能源价格波动，智利Quimica y Minera de Chile(SQM)作为一家清洁能源公司将受益。SQM是一家特种化学品生产商，从事化肥和农用化学品行业，生产和分销植物营养素及其衍生物。该公司的矿物质和营养素用于医疗、农业和工业应用，并提供杀菌剂、电池电化学材料、空调化学品和锂衍生物。</blockquote></p><p>Specialty chemicals that sell to electronics and semiconductor markets should see tremendous growth. As we experienced with ON Semiconductor, semiconductors are some of the leading solar and industrial power sources. Although SQM has a D+ Valuation grade, given its sector and the upward trend on the heels of green energy, some of the leading solar and industrial power sources. Although SQM has a D+ Valuation grade, given its sector and the upward trend on the heels of green energy, SQM's +54% YTD price performance and +54% one-year performance at a share price still trading less than $75/share indicate why it's a strong buy.</p><p><blockquote>销售到电子和半导体市场的特种化学品应该会有巨大的增长。正如我们在安森美半导体所经历的那样，半导体是一些领先的太阳能和工业电源。尽管SQM的估值等级为D+，但考虑到其行业以及绿色能源（一些领先的太阳能和工业能源）之后的上升趋势。尽管SQM的估值等级为D+，但考虑到其行业以及紧随绿色能源之后的上升趋势，SQM年初至今的价格表现为+54%，一年的表现为+54%，而股价仍低于75美元/股，这表明为什么这是一个强烈的买入。</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/9aedb14eaf10bcbe0b8dc7c09fd9927f\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>US Equity vs US Basic Materials(Morningstar, Fastmarkets, ADP company filings (Data as of 12/23/21))</p><p><blockquote>美国股票vs美国基础材料（晨星、Fastmarkets、ADP公司备案（数据截至12/23/21））</blockquote></p><p>SQM Growth and Profitability</p><p><blockquote>SQM增长和盈利能力</blockquote></p><p>There's significant demand for lithium production. As essential energy sources, metals like lithium supplied by SQM are helping accelerate the demand for items needed in solar panels and wind turbines to replace coal and oil. Lithium is a recyclable resource used not only in electric vehicles (EVs) but also in batteries. Global lithium demand grew nearly 55% from 2020 to 2021, given thatlithium batteries are the new gold, used in smartphones, tablets, laptops, EVs, and other devices and are excellent for energy storage.<i>"With significant demand for the company's lithium production…I am quite optimistic about SQM's future free cash flow. Most analysts also have great expectations. SQM has a significant amount of cash in hand, which will allow management to pay capital expenditures and acquire other projects,"</i>writes Seeking Alpha author, Hohaf Investments.Lithium, among other materials in SQM's diverse portfolio of agricultural resources, will supply the latest renewable energy sources, including some bio-based chemicals.</p><p><blockquote>对锂生产的需求很大。作为重要的能源，SQM提供的锂等金属正在帮助加速对太阳能电池板和风力涡轮机所需物品的需求，以取代煤炭和石油。锂是一种可回收资源，不仅用于电动汽车(EV)，还用于电池。鉴于锂电池是新的黄金，用于智能手机、平板电脑、笔记本电脑、电动汽车和其他设备，并且非常适合储能，2020年至2021年全球锂需求增长了近55%。<i>“随着公司锂生产的巨大需求……我对SQM未来的自由现金流相当乐观。大多数分析师也抱有很大的期望。SQM手头有大量现金，这将使管理层能够支付资本支出并收购其他项目，”</i>Seeking Alpha作者Hohaf Investments写道。锂以及SQM多元化农业资源组合中的其他材料将提供最新的可再生能源，包括一些生物基化学品。</blockquote></p><p>Bioenergy is a necessary form of renewable energy derived from organic materials to produce transportation fuels, heat, electricity, and many other products.<i>"Given the existing shortage of potash and potassium-based fertilizers, we saw a significant increase of global potassium prices. This positive trend should continue in the short term, and also have a positive impact on the pricing environment in the SPN business line during 1H 2022,"</i>said anSQM company representative.</p><p><blockquote>生物能源是从有机材料中提取的可再生能源的一种必要形式，用于生产运输燃料、热能、电力和许多其他产品。<i>“鉴于目前钾肥和钾肥的短缺，我们看到全球钾肥价格大幅上涨。这种积极趋势应该会在短期内持续下去，也会对2022年上半年SPN业务线的定价环境产生积极影响，”</i>anSQM公司代表说。</blockquote></p><p><i><b>Primary Energy vs. Renewable Sources</b></i></p><p><blockquote><i><b>一次能源与可再生能源</b></i></blockquote></p><p><img src=\"https://static.tigerbbs.com/e673f9cad6ebb284d21b632176e40989\" tg-width=\"640\" tg-height=\"321\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Primary Energy vs. Renewable Sources(IEA, Bloomberg)</p><p><blockquote>一次能源与可再生能源（IEA、彭博社）</blockquote></p><p>Following better than expected Q4 earnings and revenue, SQM's jumped +7.4%. EPS of $1.13 beat by $0.20; revenue of $1.08B increased YoY by 111.04%, and it's clear looking at its A+ Growth Grade below that SQM is on a positive growth trajectory.</p><p><blockquote>继好于预期的第四季度盈利和收入后，SQM的股价上涨了7.4%。每股收益为1.13美元，超出0.20美元；$1.08 B的收入同比增长111.04%，从其A+增长等级来看，SQM显然正处于积极增长轨道。</blockquote></p><p><img src=\"https://static.tigerbbs.com/151565019a707f1560bb738050118075\" tg-width=\"640\" tg-height=\"543\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>SQM Growth Grade(Seeking Alpha Premium)</p><p><blockquote>SQM增长级（寻求Alpha Premium）</blockquote></p><p>Gross profit margins were also fantastic. For Q4 of 2021, they reached $542.8M, nearly a 309% increase for the same time period in 2020. Current EBITDA margins of 39.99% are great, and the company is sitting well with +$420M Cash from Operations. Strong demand for lithium and SQM materials should continue to fare strong profitability and growth going forward. AsSQM CEO Ricardo Ramos said,</p><p><blockquote>毛利率也非常高。2021年第四季度，销售额达到5.428亿美元，比2020年同期增长近309%。目前39.99%的EBITDA利润率非常高，公司运营现金超过4.2亿美元。对锂和SQM材料的强劲需求应该会继续带来强劲的盈利能力和增长。AsSQM首席执行官Ricardo Ramos表示，</blockquote></p><p>"We want to continue growing in the lithium market. The Board has just approved an additional lithium capacity plan in Chile, which will allow us to reach 210,000 metric tons of lithium carbonate and 40,000 metric tons of lithium hydroxide. We expect this new capacity to be ready next year with a total CAPEX of US $250 million...Our current estimates for 2022 demand growth are over 30%."The Bottom Line on Clean Energy Investing</p><p><blockquote>“我们希望在锂市场继续增长。董事会刚刚批准了智利的一项额外锂产能计划，这将使我们的碳酸锂产能达到210,000公吨和氢氧化锂4万公吨。我们预计这一新产能将于明年准备就绪，总资本支出为2.5亿美元...我们目前对2022年需求增长的估计超过30%。”清洁能源投资的底线</blockquote></p><p>Capitalizing on clean energy companies is an excellent opportunity for the future. Clean energy stocks are growth-oriented companies poised to provide potential profits for investors who seek to add growth to their portfolios while taking advantage of the sustainability trend. As the renewable energy market share grows, it increases the value of the recommended stocks' generation assets, which is why we believe these two stocks are buys.</p><p><blockquote>利用清洁能源公司是未来的绝佳机会。清洁能源股票是以增长为导向的公司，有望为寻求在利用可持续发展趋势的同时增加投资组合增长的投资者提供潜在利润。随着可再生能源市场份额的增长，推荐股票的发电资产价值也会增加，这就是为什么我们认为这两只股票值得买入。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4493604-best-renewable-energy-stocks\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQM":"智利矿业化工","ON":"安森美半导体"},"source_url":"https://seekingalpha.com/article/4493604-best-renewable-energy-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139606794","content_text":"SummaryFuel is at the forefront of rising prices, and YTD, the Energy Sector (XLE) is up +35%, with no signs of abating.Global economies are increasingly turning to green energy with climate change concerns and exploding oil prices. This is not reflected in clean energy ETFs, like QCLN down 17.5% YTD.As the cost of all forms of energy increases, both conventional companies and alternative energy are passing costs directly to consumers.ON, with its intelligent power technologies, and SQM as a lithium miner, are strong buys with solid quant ratings and fundamentals. They are my top clean energy stock picks on the blended basis of growth and valuation.Investing In Clean Energy StocksClimate change concerns are prompting nations around the globe to alter their power sources. Carbon-based fossil fuels are valuable sources of energy that supply approximately 85% of the world's energy needs. In addition to the price of crude oil skyrocketing near $140/barrel, the aim to decarbonize the global economy is becoming more important. But not all green energy stocks and ETFs are created equal, as evidenced by ETF First Trust NASDAQ Clean Edge Green Energy (QCLN), which is down more than 17.5% YTD. It's crucial to pick green energy stocks that have good valuation frameworks and underlying metrics. Renewable energy is crucial to the energy transition and why I have selected two energy stocks with solid fundamentals, ON Semiconductor (ON) and Sociedad Quimica y Minera de Chile S.A. (SQM), that I believe will be a great investment into the sector and a great investment for your portfolio.Oil Soars Amid Russian Embargo Fears (ICE - Bloomberg)The Green Energy Market TodayOil is trading over $120/barrel, and yesterday's market selloff makes for a great buying opportunity to buy green energy because renewable energy is fueling the future. According to Allied Market Research, the 2020 value of renewable energy was $881.7B and projected to reach $1,977.6B by 2030 with a growing CAGR of 8.4% from 2021 to 2030. Renewable stocks are hot commodities and outperforming, returning approximately 159%since the end of 2019 compared to the S&P 500's 29%. With these numbers and the S&P 500 and other indices on a rollercoaster ride, the spike in oil and gas prices on the heels of Russia's invasion of Ukraine, coupled with the suspense behind raising interest rates, the case for why alternate energy sources should be the topic of interest is clear. In 2020, despite the consumption of fuels declining, renewables were the only energy sources with increased demand. Thus, as global economies recover from the pandemic and other crises like Russia-Ukraine, will clean energy stocks expand quicker?Because renewable energy derives from natural sources like wind and sunlight, global warming and geopolitical factors set to impact economies going forward should drive its usage. As the cost of energy increases, many companies, including utilities, can pass expenses directly to the consumer, and consumers don't have much choice other than to pay.\"The move higher in global natural gas and power prices is potentially a longer-term catalyst for acceleration of development of renewable energy capacity globally across a variety of technologies including solar, wind and green hydrogen…These energy sources will be viewed as more price-competitive in a higher for longer scenario for energy prices,\"said Ameet Thakkar, energy transition and infrastructure analyst at BMO.Nations want to reduce greenhouse gas emissions while increasing output efficiency, decreasing maintenance costs, and ensuring less pollution. Given the 45% increase in the amount of renewable electricity added in 2020, the most significant year-over-year increase since 1999 according to theInternational Energy Agency(IEA), green energy is on track to be the \"new normal\" moving forward. With China as the largest manufacturer of solar panels, wind turbines, and supplier of raw materials used to build them, China also accounts for more than 50% of its global renewable capacity growth. Companies and nations are following suit, and policy changes and investments into the industry are helping meet climate goals. As NATO and nations consider fuel options going and the potential bans imposed on Russian energy imports, investors should consider what that means for renewable stocks. We have two top stocks that stand to benefit amid the green energy and geopolitical transition.2 Top Renewable Energy Companies To Invest InGreen energy stocks are thriving and becoming the go-to energy sources as they expand through the pandemic. I've focused on two top picks that stand to benefit from the growth of wind, solar, hydroelectric, and biomass energy sources.1. ON Semiconductor Corporation (ON)Fortune 1000 company, ON Semiconductor Corporation, is an American supplier of semiconductors that is crushing its sector while propelling sustainable energy for the solar strings, industrial power, and storage systems. As a leading provider of power management, ON's mission is to create intelligent power through innovative technologies using signal management and custom devices for communications, automotive, computing, LED lighting, medical and military use. ON is capitalizing on high-value trends in the industrial and automotive markets, with high demand for semiconductors that have been in short supply.ON Valuation Grade(Seeking Alpha Premium)ON Semiconductor comes at a reasonable C+ Valuation Grade, remaining attractive relative to its sector by more than 27%, at a forward P/E of 13.98x. Its A+ PEG ratio of 0.38x is another indicator of its great value. However, supply constraints have posed some issues for the semiconductor industry - like many others - ON continues to advance, as exhibited by its one-year share price increase of +57% and stellar growth and profitability.ON Semiconductor Growth and ProfitabilityOn Semi is a differentiated chipmaker at the top of its game and a portfolio set to lead market share with high growth. Proving its continued success, ON had another stellar earnings report. In 2021, revenue increased 28%, with operating income and free cash flow up six times despite pandemic-induced supply chain constraints.\"We continue to see strong demand for our products. And in 2021, our design win funnel grew over 60% year-over-year, and our new product revenue grew 28% from 2020. This design win performance, along with long-term supply agreements, have positioned the company for sustained long-term growth,\"said Hassane El-Khoury, On Semi President and CEO, during the Q4 Earnings Call.ON Growth Grade(Seeking Alpha Premium)Q4 earnings resulted in an EPS of $1.09 beat by $0.15 and revenue of $1.85B beating by $55.17M or 27.645% YoY. These tremendous results prompted an A+ revisions grade following 29 FY1 Up revisions. ON has exceeded earnings estimates over the last seven quarters, and analysts continue to increase their earnings estimates. After a recent surprise earnings beat, the stock continues to climb.ON Semiconductor EarningsON Semiconductor Earnings(Seeking Alpha Premium)Momentum is strong for ON Semiconductor as they have an A+ Momentum Grade rating and continue to have stellar price returns, with a price-performance return over ten years exceeding 500%. A deeper dive into their growth grades shows a strong year-over-year EBITDA Growth grade of A at +216% above the sector, and EPS FWD Long Term grade of A+, 148% above the sector. As we continue to observe the growth and profitability trends within the sustainable energy sector, there's another name in the industry paving the way.2. Sociedad Quimica y Minera de Chile S.A. (SQM)The U.S. Basic Materials Index outperformed the broader market during Q4 of 2021. Given inflation and energy price volatility, Sociedad Quimica y Minera de Chile (SQM) stands to benefit as a clean energy company. A specialty chemical producer, SQM is in the fertilizers and agricultural chemicals industry and produces and distributes plant nutrients and their derivatives. The company's minerals and nutrients are used in medical, agricultural, and industrial applications and offer biocides, electrochemical materials for batteries, air conditioning chemicals, and lithium derivatives.Specialty chemicals that sell to electronics and semiconductor markets should see tremendous growth. As we experienced with ON Semiconductor, semiconductors are some of the leading solar and industrial power sources. Although SQM has a D+ Valuation grade, given its sector and the upward trend on the heels of green energy, some of the leading solar and industrial power sources. Although SQM has a D+ Valuation grade, given its sector and the upward trend on the heels of green energy, SQM's +54% YTD price performance and +54% one-year performance at a share price still trading less than $75/share indicate why it's a strong buy.US Equity vs US Basic Materials(Morningstar, Fastmarkets, ADP company filings (Data as of 12/23/21))SQM Growth and ProfitabilityThere's significant demand for lithium production. As essential energy sources, metals like lithium supplied by SQM are helping accelerate the demand for items needed in solar panels and wind turbines to replace coal and oil. Lithium is a recyclable resource used not only in electric vehicles (EVs) but also in batteries. Global lithium demand grew nearly 55% from 2020 to 2021, given thatlithium batteries are the new gold, used in smartphones, tablets, laptops, EVs, and other devices and are excellent for energy storage.\"With significant demand for the company's lithium production…I am quite optimistic about SQM's future free cash flow. Most analysts also have great expectations. SQM has a significant amount of cash in hand, which will allow management to pay capital expenditures and acquire other projects,\"writes Seeking Alpha author, Hohaf Investments.Lithium, among other materials in SQM's diverse portfolio of agricultural resources, will supply the latest renewable energy sources, including some bio-based chemicals.Bioenergy is a necessary form of renewable energy derived from organic materials to produce transportation fuels, heat, electricity, and many other products.\"Given the existing shortage of potash and potassium-based fertilizers, we saw a significant increase of global potassium prices. This positive trend should continue in the short term, and also have a positive impact on the pricing environment in the SPN business line during 1H 2022,\"said anSQM company representative.Primary Energy vs. Renewable SourcesPrimary Energy vs. Renewable Sources(IEA, Bloomberg)Following better than expected Q4 earnings and revenue, SQM's jumped +7.4%. EPS of $1.13 beat by $0.20; revenue of $1.08B increased YoY by 111.04%, and it's clear looking at its A+ Growth Grade below that SQM is on a positive growth trajectory.SQM Growth Grade(Seeking Alpha Premium)Gross profit margins were also fantastic. For Q4 of 2021, they reached $542.8M, nearly a 309% increase for the same time period in 2020. Current EBITDA margins of 39.99% are great, and the company is sitting well with +$420M Cash from Operations. Strong demand for lithium and SQM materials should continue to fare strong profitability and growth going forward. AsSQM CEO Ricardo Ramos said,\"We want to continue growing in the lithium market. The Board has just approved an additional lithium capacity plan in Chile, which will allow us to reach 210,000 metric tons of lithium carbonate and 40,000 metric tons of lithium hydroxide. We expect this new capacity to be ready next year with a total CAPEX of US $250 million...Our current estimates for 2022 demand growth are over 30%.\"The Bottom Line on Clean Energy InvestingCapitalizing on clean energy companies is an excellent opportunity for the future. Clean energy stocks are growth-oriented companies poised to provide potential profits for investors who seek to add growth to their portfolios while taking advantage of the sustainability trend. As the renewable energy market share grows, it increases the value of the recommended stocks' generation assets, which is why we believe these two stocks are buys.","news_type":1,"symbols_score_info":{"SQM":0.9,"ON":0.9}},"isVote":1,"tweetType":1,"viewCount":825,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/635947967"}
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