<p>如果我不得不说出未来几十年世界面临的两个最大挑战，那就是粮食和水资源短缺。随着重大挑战的出现，投资和创造百万财富的机会也随之而来。毫不困难地猜测，农业主题和水资源股票将在未来五到十年成为巨大的财富创造者。</p>
<p>详细阐述这些挑战，一份 2023 年的报告指出，美国人越来越被迫依赖瓶装水，每年估计花费 1350 美元。此外，水资源不安全每年给美国经济带来 85.8 亿美元的负面影响。</p>
<p>这些挑战是由于长期对水资源基础设施的投资不足造成的。然而，随着水资源不安全的加剧，投资很可能会加速。这为一些水务公司带来了巨大的机遇。</p>
<p>本专栏讨论了三家值得持有直至 2030 年并具有百万富翁潜力的水务股票。</p>
<h2>Essential Utilities（WTRG）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Alina Kruk/Shutterstock.com</p>
<p><strong>Essential Utilities</strong>（纽约证券交易所：<strong>WTRG</strong>）股票在过去几个季度中一直横盘，尽管存在波动。以 18.8 倍的市盈率看，WTRG 股票看起来具有吸引力。此外，该水务股票提供 3.29% 的丰厚股息率。</p>
<p>从概述来看，Essential Utilities 是一家经营受监管公用事业的公司，提供水务、污水处理和天然气服务。该公司在美国拥有最大的水务基础设施之一，包括 14450 英里的水管、200 座污水处理厂和 1000 个水库。</p>
<p>Essential Utilities 正致力于通过在 2024 年至 2028 年之间的有针对性的投资 72 亿美元来进一步加强其基础设施。与此同时，该水务公司正在寻求水务和污水收购机会。这很可能转化为稳定增长。</p>
<p>从价值创造的角度来看，Essential Utilities 在过去 33 年中有 32 年增加了股息。在积极的监管环境下，增长可能会得到支持，并确保股息上行。</p>
<h2>American Water Works Company（AWK）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：DenisProduction.com / Shutterstock.com</p>
<p><strong>American Water Works</strong>（纽约证券交易所：<strong>AWK</strong>）是另一家股票，在过去几个季度中一直横盘。估值看起来具有吸引力，再加上 2.37% 的丰厚股息率。</p>
<p>截至 2023 年 12 月，美国水务报告显示拥有 53700 英里的管道、620 座水处理厂和 175 座污水处理厂。同期，该公司的受监管客户数量为 350 万。</p>
<p>该水务公司有雄心勃勃的计划，在 2024 年至 2028 年之间投资 160 至 170 亿美元。这些投资将主要用于受监管系统投资以及受监管收购。</p>
<p>值得注意的是，美国水务为 18 个军事基地提供服务。在这一领域，公司看到 70 个额外的投资机会。鉴于投资计划和收入增长渠道，公司还将长期目标定在每股收益年增长 7% 至 9%。这将伴随着现金流上行和潜在的股息增长。</p>
<h2>Primo Water Corporation（PRMW）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>来源：Sambulov Yevgeniy/ShutterStock.com</p>
<p><strong>Primo Water</strong>（纽约证券交易所：<strong>PRMW</strong>）在过去 12 个月中涨幅达 74%。然而，以 23.6 倍的市盈率看，PRMW 股票看起来具有吸引力。考虑到行业向好的势头，我会押注于持续上涨。</p>
<p>简要来看，Primo Water 是一家在美国和加拿大提供瓶装水、水过滤服务、饮水机和纯净瓶装水的公司。最近，Primo Water 和 <strong>BlueTriton</strong> 达成了合并协议。这次合并可能会打造一个领先的纯净健康水公司。合并实体可能在截至 3 月的最近 12 个月内实现 65 亿美元的营收和 15 亿美元的调整后息税折旧摊销前利润（EBITDA）。这包括 2 亿美元的合并协同效应。</p>
<p>我必须补充的是，合并实体的最近 12 个月自由现金流为 5.65 亿美元。因此，一旦合并完成，将有充足的灵活性进行积极投资。同时，现金流的可见性为计划中的去杠杆提供了空间。</p>
<p>总的来说，我对这次合并创造长期价值持乐观态度，我相信 PRMW 股票的上行潜力最好的部分仍在未来。</p>
<p>_在发布日期，Faisal Humayun 没有持有（直接或间接）本文提到的证券中的任何头寸。本文中表达的观点属于作者本人，遵守 InvestorPlace.com 的发布指南。</p>
<p>Faisal Humayun 是一位拥有 12 年信用研究、股票研究和财务建模经验的高级研究分析师。Faisal 已撰写了 1500 多篇专注于科技、能源和大宗商品行业的股票特定文章。</p>
<p>能源、可再生能源、水资源</p>

WTRG

美国水业

<p>三家水务股票，Essential Utilities（WTRG）、American Water Works Company（AWK）和 Primo Water Corporation（PRMW），被认为是潜在的财富创造者，预计到 2030 年，由于水资源短缺和水务基础设施投资不足的挑战不断增加。Essential Utilities 专注于加强基础设施建设并寻求收购机会，而 American Water Works 计划投资于系统改进和收购。Primo Water 正在与 BlueTriton 合并，打造领先的健康水饮公司。这些股票提供具有吸引力的估值和股息收益</p>

<p>If I had to state two of the biggest challenges the world faces in the coming decades, it’s the shortage of food and water. With big challenges comes some of the biggest opportunities for investing and creating millions. It’s not difficult to guess that the agriculture theme and water stocks will be massive wealth creators in the next five to ten years.</p>
<div class="lb-trans"><p>如果我不得不说出未来几十年世界面临的两个最大挑战，那就是粮食和水资源短缺。随着重大挑战的出现，投资和创造百万财富的机会也随之而来。毫不困难地猜测，农业主题和水资源股票将在未来五到十年成为巨大的财富创造者。</p>
</div><p>Elaborating on the challenges, a 2023 report indicates that Americans are increasingly forced to rely on bottled water at an estimated cost of $1,350 annually. Further, water insecurity has a negative impact of $8.58 billion annually on the U.S. economy.</p>
<div class="lb-trans"><p>详细阐述这些挑战，一份 2023 年的报告指出，美国人越来越被迫依赖瓶装水，每年估计花费 1350 美元。此外，水资源不安全每年给美国经济带来 85.8 亿美元的负面影响。</p>
</div><p>These challenges are a result of chronic underinvestment in the water infrastructure. However, as water insecurity grows, it’s likely that investments will accelerate. This translates into big opportunities for some water utility companies.</p>
<div class="lb-trans"><p>这些挑战是由于长期对水资源基础设施的投资不足造成的。然而，随着水资源不安全的加剧，投资很可能会加速。这为一些水务公司带来了巨大的机遇。</p>
</div><p>This column discusses three water stocks that are worth holding until 2030 and have millionaire-maker potential.</p>
<div class="lb-trans"><p>本专栏讨论了三家值得持有直至 2030 年并具有百万富翁潜力的水务股票。</p>
</div><h2>Essential Utilities (WTRG)</h2>
<div class="lb-trans"><h2>Essential Utilities（WTRG）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Alina Kruk/Shutterstock.com</p>
<div class="lb-trans"><p>来源：Alina Kruk/Shutterstock.com</p>
</div><p><strong>Essential Utilities</strong> (NYSE:<strong>WTRG</strong>) stock has been sideways, amidst volatility, in the last few quarters. At a forward P/E of 18.8, WTRG stock looks attractive. Further, the utilities stock offers a healthy dividend yield of 3.29%.</p>
<div class="lb-trans"><p><strong>Essential Utilities</strong>（纽约证券交易所：<strong>WTRG</strong>）股票在过去几个季度中一直横盘，尽管存在波动。以 18.8 倍的市盈率看，WTRG 股票看起来具有吸引力。此外，该水务股票提供 3.29% 的丰厚股息率。</p>
</div><p>As an overview, Essential Utilities is an operator of regulated utilities that provide water, wastewater, and natural gas services. The company has one of the largest water infrastructure footprints in the U.S. with 14,450 miles of water main, 200 wastewater treatment plants, and 1,000 water storage tanks.</p>
<div class="lb-trans"><p>从概述来看，Essential Utilities 是一家经营受监管公用事业的公司，提供水务、污水处理和天然气服务。该公司在美国拥有最大的水务基础设施之一，包括 14450 英里的水管、200 座污水处理厂和 1000 个水库。</p>
</div><p>Essential Utilities is working on further strengthening its infrastructure with targeted investment of $7.2 billion between 2024 and 2028. At the same time, the utilities company is pursuing water and wastewater acquisition opportunities. This is likely to translate into steady growth.</p>
<div class="lb-trans"><p>Essential Utilities 正致力于通过在 2024 年至 2028 年之间的有针对性的投资 72 亿美元来进一步加强其基础设施。与此同时，该水务公司正在寻求水务和污水收购机会。这很可能转化为稳定增长。</p>
</div><p>From the perspective of value creation, Essential Utilities has increased dividends in 32 of the last 33 years. With a positive regulatory environment, growth is likely to be supported and will ensure that dividend upside sustains.</p>
<div class="lb-trans"><p>从价值创造的角度来看，Essential Utilities 在过去 33 年中有 32 年增加了股息。在积极的监管环境下，增长可能会得到支持，并确保股息上行。</p>
</div><h2>American Water Works Company (AWK)</h2>
<div class="lb-trans"><h2>American Water Works Company（AWK）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: DenisProduction.com / Shutterstock.com</p>
<div class="lb-trans"><p>来源：DenisProduction.com / Shutterstock.com</p>
</div><p><strong>American Water Works</strong> (NYSE:<strong>AWK</strong>) is another stock that has remained sideways in the last few quarters. Valuations look attractive coupled with a healthy dividend yield of 2.37%.</p>
<div class="lb-trans"><p><strong>American Water Works</strong>（纽约证券交易所：<strong>AWK</strong>）是另一家股票，在过去几个季度中一直横盘。估值看起来具有吸引力，再加上 2.37% 的丰厚股息率。</p>
</div><p>As of December 2023, American Water reported 53,700 miles of pipe, 620 water treatment plants, and 175 wastewater treatment plants. For the same period, the company had a regulated customer count of 3.5 million.</p>
<div class="lb-trans"><p>截至 2023 年 12 月，美国水务报告显示拥有 53700 英里的管道、620 座水处理厂和 175 座污水处理厂。同期，该公司的受监管客户数量为 350 万。</p>
</div><p>The utility company has ambitious plans to invest $16 to $17 billion between 2024 and 2028. These investments will be targeted towards regulated system investments coupled with regulated acquisitions.</p>
<div class="lb-trans"><p>该水务公司有雄心勃勃的计划，在 2024 年至 2028 年之间投资 160 至 170 亿美元。这些投资将主要用于受监管系统投资以及受监管收购。</p>
</div><p>It’s also worth noting that American Water is serving 18 military instillations. In this segment, the company sees 70 additional investment opportunities. Given the investment plan and avenues for revenue upside, the company is also targeting 7% to 9% annual growth in earnings per share for the long-term. This will be associated with cash flow upside and potential dividend growth.</p>
<div class="lb-trans"><p>值得注意的是，美国水务为 18 个军事基地提供服务。在这一领域，公司看到 70 个额外的投资机会。鉴于投资计划和收入增长渠道，公司还将长期目标定在每股收益年增长 7% 至 9%。这将伴随着现金流上行和潜在的股息增长。</p>
</div><h2>Primo Water Corporation (PRMW)</h2>
<div class="lb-trans"><h2>Primo Water Corporation（PRMW）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Sambulov Yevgeniy/ShutterStock.com</p>
<div class="lb-trans"><p>来源：Sambulov Yevgeniy/ShutterStock.com</p>
</div><p><strong>Primo Water</strong> (NYSE:<strong>PRMW</strong>) has witnessed a healthy rally of 74% in the last 12 months. However, at a forward P/E of 23.6, PRMW stock looks attractively valued. I would bet on a sustained uptrend considering industry tailwinds.</p>
<div class="lb-trans"><p><strong>Primo Water</strong>（纽约证券交易所：<strong>PRMW</strong>）在过去 12 个月中涨幅达 74%。然而，以 23.6 倍的市盈率看，PRMW 股票看起来具有吸引力。考虑到行业向好的势头，我会押注于持续上涨。</p>
</div><p>As an overview, Primo Water is a provider of bottled water, water filtration services, water dispensers, and purified bottled water in the U.S. and Canada. In a recent development, Primo Water and <strong>BlueTriton</strong> have entered into a merger agreement. This merger is likely to create a leading pure-play healthy-hydration company. The combined entity is likely to have revenue and adjusted EBITDA of $6.5 billion and $1.5 billion respectively for the last twelve-months (LTM) ended March. This is inclusive of $200 million in merger synergies.</p>
<div class="lb-trans"><p>简要来看，Primo Water 是一家在美国和加拿大提供瓶装水、水过滤服务、饮水机和纯净瓶装水的公司。最近，Primo Water 和 <strong>BlueTriton</strong> 达成了合并协议。这次合并可能会打造一个领先的纯净健康水公司。合并实体可能在截至 3 月的最近 12 个月内实现 65 亿美元的营收和 15 亿美元的调整后息税折旧摊销前利润（EBITDA）。这包括 2 亿美元的合并协同效应。</p>
</div><p>I must add here that the combined entity has an LTM free cash flow of $565 million. Therefore, once the merger is completed, there will be ample flexibility for aggressive investments. At the same time, the cash flow visibility provides headroom for the planned deleveraging.</p>
<div class="lb-trans"><p>我必须补充的是，合并实体的最近 12 个月自由现金流为 5.65 亿美元。因此，一旦合并完成，将有充足的灵活性进行积极投资。同时，现金流的可见性为计划中的去杠杆提供了空间。</p>
</div><p>Overall, I am bullish on the merger creating long term value and I believe that the best part of upside is still to come for PRMW stock.</p>
<div class="lb-trans"><p>总的来说，我对这次合并创造长期价值持乐观态度，我相信 PRMW 股票的上行潜力最好的部分仍在未来。</p>
</div><p><em>On the date of publication, Faisal Humayun did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com</em> <em>Publishing Guidelines</em> <em>.</em></p>
<div class="lb-trans"><p>_在发布日期，Faisal Humayun 没有持有（直接或间接）本文提到的证券中的任何头寸。本文中表达的观点属于作者本人，遵守 InvestorPlace.com 的发布指南。</p>
</div><p>Faisal Humayun is a senior research analyst with 12 years of industry experience in the field of credit research, equity research and financial modeling. Faisal has authored over 1,500 stock specific articles with focus on the technology, energy and commodities sector.</p>
<div class="lb-trans"><p>Faisal Humayun 是一位拥有 12 年信用研究、股票研究和财务建模经验的高级研究分析师。Faisal 已撰写了 1500 多篇专注于科技、能源和大宗商品行业的股票特定文章。</p>
</div><p>Energy, Renewable Energy, Water</p>
<div class="lb-trans"><p>能源、可再生能源、水资源</p>
</div>

到 2030 年可能成为巨大财富创造者的三只水务股