<p>全球经济多年来一直在稳步转向可再生能源。近年来，由于成本下降和政府激励措施的推动，这一转变步伐加快。未来对可再生能源的需求可能进一步加速，受到科技公司对云计算和人工智能（AI）应用日益增长的电力需求推动。</p>
<p>这些趋势对领先的可再生能源生产商 <strong>新纪元能源</strong>（NEE 0.36%）、<strong>布鲁克菲尔德可再生能源</strong>（BEPC 0.63%）（BEP 0.12%）和 <strong>清洁能源</strong>（CWEN 0.90%）（CWEN.A 0.67%）非常有利。它们是优秀的能源股，具有长期持有的潜在总回报。</p>
<h2>强大的财富创造者</h2>
<p>新纪元能源多年来一直是一个财富创造机器。这家领先的美国公用事业公司在过去 15 年中实现了 11.4% 的年化总回报。这超过了其他公用事业公司（6.8% 的年化总回报）和 <strong>标普 500 指数</strong>（10.5%）。</p>
<p>推动其回报增长的是其稳步增长的收益和股息。在过去十年中，其调整后的每股收益以 9% 的复合年增长率增长，而其股息以 10% 的复合年增长率增长。新纪元受益于佛罗里达州公用事业客户对电力需求的稳定增长，其对可再生能源的投资以及具有增值效应的收购。</p>
<p>这些推动因素应继续推动高于平均水平的增长。新纪元预计，至少到 2027 年，其调整后的每股收益将以 6% 至 8% 的年度目标范围的上限或附近增长。与此同时，它预计其股息（近 3% 的收益率）将在 2026 年前以 10% 的年度增长率增长。</p>
<p>从长期来看，其前景同样光明，因为未来对可再生能源的需求巨大。预计未来七年，新的可再生能源和储能容量增加将是过去七年的三倍。</p>
<h2>高增长潜力</h2>
<p>布鲁克菲尔德可再生能源多年来增长迅速。这家全球领先的可再生能源公司自 2016 年以来，其每股资金运营（FFO）实现了 12% 的复合年增长率。与此同时，过去二十年中，其股息以 6% 的复合年增长率增长。</p>
<p>该公司应继续产生高增长的收益和收入增长。布鲁克菲尔德可再生能源预计，通过 2028 年，三大有机驱动因素（通胀调整的费率增加、利润增强活动和其庞大的开发管道）将推动每股 FFO 增长率达到 7% 至 12% 的年度增长。</p>
<p>与此同时，它预计增值收购将推动其 FFO 增长率达到两位数。该公司最近同意收购一家欧洲可再生能源开发商，该公司拥有大量处于不同开发阶段的项目。这些增长驱动因素将为布鲁克菲尔德提供充足的动力，以实现其旨在每年将股息（约 5% 的收益率）增加 5% 至 9% 的目标。</p>
<p>推动其前景的另一个因素是其不断增长的可持续解决方案组合。布鲁克菲尔德在碳捕获和储存、生物燃料生产、回收、核服务和太阳能电池板制造领域建立了平台。这些投资增加了其长期增长潜力。</p>
<h2>高端股息增长前景</h2>
<p>清洁能源是美国最大的可再生能源生产商之一。它还拥有一系列更清洁的天然气发电设施。这些资产产生大量稳定现金流，清洁能源通过高收益股息（最近接近 6%）进行支付。</p>
<p>该公司预计将在 2026 年前将其支付水平提高到 5% 至 8% 的年度目标范围的高端。它已经确保并资助了几乎所有的增长。清洁能源几年前出售了其热资产，并将出售所得资金再投资于回报更高的可再生能源投资。该公司已承诺部署或已经看到足够的新投资机会，以实现其股息增长目标。</p>
<p>与此同时，清洁能源对其在 2026 年后增加股息的能力有了越来越明确的认识。它一直以足够高的价格续签其天然气发电厂的合同，以支持 2027 年的低端股息增长。此外，它看到了在其现有风电和太阳能项目中增加电池储能的几个机会。除此之外，它与一家领先的可再生能源开发商建立了战略关系，这将继续为其提供新的投资机会。</p>
<h2>融入强劲增长大趋势</h2>
<p>可再生能源需求在未来几十年将继续快速增长。这将使新纪元能源、布鲁克菲尔德可再生能源和清洁能源能够以健康的速度增加其收益和股息。</p>
<p>这些增长驱动因素使这些顶级能源股有望为投资者长期带来强劲的总回报。这使它们成为长期潜力的优秀股票。</p>

新纪元能源

CWEN.A

布鲁克菲尔德可再生能源

<p>全球向可再生能源的转变推动了对像新纪元能源、布鲁克菲尔德可再生能源和 Clearway Energy 这样的可再生能源生产商的需求。这些公司展现出了强劲的长期盈利和股息增长潜力。新纪元能源以其 11.4% 的年化总回报率表现优于其他公用事业公司和标普 500 指数。自 2016 年以来，布鲁克菲尔德可再生能源的每股资金运营增长率为 12%。Clearway Energy 是最大的可再生能源生产商之一，预计将把股息提高到目标范围的高端。这些公司定位良好，有望为投资者创造强劲的总回报</p>

<p>The global economy has been steadily transitioning to renewable energy over the years. The pace has quickened in recent years, powered by falling costs and government incentives. Demand for renewables could further accelerate in the future, fueled by a surging need for power by technology companies for cloud computing and artificial intelligence (AI) applications.</p>
<div class="lb-trans"><p>全球经济多年来一直在稳步转向可再生能源。近年来，由于成本下降和政府激励措施的推动，这一转变步伐加快。未来对可再生能源的需求可能进一步加速，受到科技公司对云计算和人工智能（AI）应用日益增长的电力需求推动。</p>
</div><p>These trends play right into the hands of leading renewable energy producers <strong>NextEra Energy</strong>(NEE 0.36%), <strong>Brookfield Renewable</strong>(BEPC 0.63%) (BEP 0.12%), and <strong>Clearway Energy</strong>(CWEN 0.90%) (CWEN.A 0.67%). It makes them great energy stocks to buy and hold for their long-term total return potential.</p>
<div class="lb-trans"><p>这些趋势对领先的可再生能源生产商 <strong>新纪元能源</strong>（NEE 0.36%）、<strong>布鲁克菲尔德可再生能源</strong>（BEPC 0.63%）（BEP 0.12%）和 <strong>清洁能源</strong>（CWEN 0.90%）（CWEN.A 0.67%）非常有利。它们是优秀的能源股，具有长期持有的潜在总回报。</p>
</div><h2>A powerful wealth creator</h2>
<div class="lb-trans"><h2>强大的财富创造者</h2>
</div><p>NextEra Energy has been a wealth-creating machine over the years. The leading U.S. utility has generated an 11.4% annualized total return over the last 15 years. That has outpaced other utilities (6.8% annualized total return) and the <strong>S&amp;P 500</strong>(10.5%).</p>
<div class="lb-trans"><p>新纪元能源多年来一直是一个财富创造机器。这家领先的美国公用事业公司在过去 15 年中实现了 11.4% 的年化总回报。这超过了其他公用事业公司（6.8% 的年化总回报）和 <strong>标普 500 指数</strong>（10.5%）。</p>
</div><p>Powering its returns has been its steadily rising earnings and dividend. Its adjusted earnings per share have increased at a 9% compound annual rate over the last decade, while its dividend has grown at a 10% compound annual rate. NextEra has benefited from the steady growth in power demand from utility customers in Florida, its investments in renewable energy, and accretive acquisitions.</p>
<div class="lb-trans"><p>推动其回报增长的是其稳步增长的收益和股息。在过去十年中，其调整后的每股收益以 9% 的复合年增长率增长，而其股息以 10% 的复合年增长率增长。新纪元受益于佛罗里达州公用事业客户对电力需求的稳定增长，其对可再生能源的投资以及具有增值效应的收购。</p>
</div><p>Those catalysts should continue powering above-average growth. NextEra expects to increase its adjusted earnings per share at or near the upper end of its 6% to 8% annual target range through at least 2027. Meanwhile, it expects to grow its dividend (which yields almost 3%) at a 10% annual rate through 2026.</p>
<div class="lb-trans"><p>这些推动因素应继续推动高于平均水平的增长。新纪元预计，至少到 2027 年，其调整后的每股收益将以 6% 至 8% 的年度目标范围的上限或附近增长。与此同时，它预计其股息（近 3% 的收益率）将在 2026 年前以 10% 的年度增长率增长。</p>
</div><p>Its longer-term outlook is just as bright, given the immense need for renewable energy in the future. It expects new renewables and storage capacity additions to be three times more over the next seven years, compared to the past seven years.</p>
<div class="lb-trans"><p>从长期来看，其前景同样光明，因为未来对可再生能源的需求巨大。预计未来七年，新的可再生能源和储能容量增加将是过去七年的三倍。</p>
</div><h2>High-powered growth potential</h2>
<div class="lb-trans"><h2>高增长潜力</h2>
</div><p>Brookfield Renewable has grown briskly over the years. The leading global renewable energy company delivered 12% compound annual growth in its funds from operations (FFO) per share since 2016. Meanwhile, it has increased its dividend at a 6% compound annual rate over the last two decades.</p>
<div class="lb-trans"><p>布鲁克菲尔德可再生能源多年来增长迅速。这家全球领先的可再生能源公司自 2016 年以来，其每股资金运营（FFO）实现了 12% 的复合年增长率。与此同时，过去二十年中，其股息以 6% 的复合年增长率增长。</p>
</div><p>The company should continue generating high-powered earnings and income growth. Brookfield Renewable expects a trio of organic drivers (inflation-indexed rate increases, margin enhancement activities, and its vast development pipeline) to power 7% to 12% annual FFO per share growth through 2028.</p>
<div class="lb-trans"><p>该公司应继续产生高增长的收益和收入增长。布鲁克菲尔德可再生能源预计，通过 2028 年，三大有机驱动因素（通胀调整的费率增加、利润增强活动和其庞大的开发管道）将推动每股 FFO 增长率达到 7% 至 12% 的年度增长。</p>
</div><p>Meanwhile, it expects accretive acquisitions to drive its FFO growth rate into the double digits. The company recently agreed to acquire a European renewable energy developer with a large pipeline of projects in various stages of development. These growth drivers will give Brookfield plenty of power to achieve its aim of increasing its dividend (which yields around 5%) by 5% to 9% each year.</p>
<div class="lb-trans"><p>与此同时，它预计增值收购将推动其 FFO 增长率达到两位数。该公司最近同意收购一家欧洲可再生能源开发商，该公司拥有大量处于不同开发阶段的项目。这些增长驱动因素将为布鲁克菲尔德提供充足的动力，以实现其旨在每年将股息（约 5% 的收益率）增加 5% 至 9% 的目标。</p>
</div><p>Another factor powering its view is its growing portfolio of sustainable solutions. Brookfield has built platforms in the carbon capture and storage, biofuel production, recycling, nuclear services, and solar panel manufacturing segments. These investments add to its long-term growth potential.</p>
<div class="lb-trans"><p>推动其前景的另一个因素是其不断增长的可持续解决方案组合。布鲁克菲尔德在碳捕获和储存、生物燃料生产、回收、核服务和太阳能电池板制造领域建立了平台。这些投资增加了其长期增长潜力。</p>
</div><h2>High-end dividend growth ahead</h2>
<div class="lb-trans"><h2>高端股息增长前景</h2>
</div><p>Clearway Energy is one of the country's largest producers of renewable energy. It also has a portfolio of cleaner-burning natural gas power-generating facilities. These assets produce lotsof stable cash flow, which Clearway pays out via a high-yielding dividend (recently approaching 6%).</p>
<div class="lb-trans"><p>清洁能源是美国最大的可再生能源生产商之一。它还拥有一系列更清洁的天然气发电设施。这些资产产生大量稳定现金流，清洁能源通过高收益股息（最近接近 6%）进行支付。</p>
</div><p>The company expects to increase its payout toward the high end of its 5% to 8% annual target range through 2026. It has already secured and funded nearly all that growth. Clearway sold its thermal assets a few years ago and has been recycling the proceeds into higher-returning renewable energy investments. The company has committed to deploy or has line-of-sight on enough new investments to deliver on its dividend growth target.</p>
<div class="lb-trans"><p>该公司预计将在 2026 年前将其支付水平提高到 5% 至 8% 的年度目标范围的高端。它已经确保并资助了几乎所有的增长。清洁能源几年前出售了其热资产，并将出售所得资金再投资于回报更高的可再生能源投资。该公司已承诺部署或已经看到足够的新投资机会，以实现其股息增长目标。</p>
</div><p>Meanwhile, Clearway has growing visibility into its ability to increase its dividend beyond 2026. It has been renewing contracts on its natural gas power plants at high-enough rates to support low-end dividend growth in 2027. In addition, it sees several opportunities to add battery storage to its existing wind and solar projects. On top of that, it has a strategic relationship with a leading renewable energy developer, which should continue providing it with new investment opportunities.</p>
<div class="lb-trans"><p>与此同时，清洁能源对其在 2026 年后增加股息的能力有了越来越明确的认识。它一直以足够高的价格续签其天然气发电厂的合同，以支持 2027 年的低端股息增长。此外，它看到了在其现有风电和太阳能项目中增加电池储能的几个机会。除此之外，它与一家领先的可再生能源开发商建立了战略关系，这将继续为其提供新的投资机会。</p>
</div><h2>Plugged into a powerful growth megatrend</h2>
<div class="lb-trans"><h2>融入强劲增长大趋势</h2>
</div><p>Renewable energy demand should continue growing briskly in the coming decades. That should enable NextEra Energy, Brookfield Renewable, and Clearway Energy to increase their earnings and dividends at healthy rates.</p>
<div class="lb-trans"><p>可再生能源需求在未来几十年将继续快速增长。这将使新纪元能源、布鲁克菲尔德可再生能源和清洁能源能够以健康的速度增加其收益和股息。</p>
</div><p>Those growth drivers position these top energy stocks to generate strong total returns for investors over the long term. That makes them great stocks to buy and hold for long-term potential.</p>
<div class="lb-trans"><p>这些增长驱动因素使这些顶级能源股有望为投资者长期带来强劲的总回报。这使它们成为长期潜力的优秀股票。</p>
</div>

3 只值得买入并长期持有的具有巨大潜力的能源股票