<p>在氢能经济领域存在巨大增长潜力，但需要雄厚的资金实力。<strong>Plug Power</strong>（纳斯达克股票代码：<strong>PLUG</strong>）曾是最热门的氢能股之一。然而，该公司在融资和执行方面遇到困难，股价大幅下跌。因此，我会关注具有高财务灵活性和行业专业知识的蓝筹氢能股。本专栏讨论了三家投资者可以长期持有以创造价值的公司。</p>
<p>关于行业潜力，预计到 2050 年，全球对绿色氢的需求将在每年从 150 到 500 百万公吨之间变化。</p>
<p>目前，“全球几乎所有生产的氢气都是灰色的”，这意味着它是从天然气生产的。未来几年，对蓝色和绿色氢项目的投资将加速。当前的项目管线已经包括 1,400 个已宣布的项目，到 2030 年可以提供每年 45 百万吨的清洁氢气。</p>
<p>有了这样的潜力，让我们讨论三家可以买入以创造巨大财富的蓝筹氢能股。</p>
<h2>莱茵集团（LIN）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：nitpicker / Shutterstock.com</p>
<p><strong>莱茵集团</strong>（纳斯达克股票代码：<strong>LIN</strong>）是值得购买的顶级蓝筹氢能股之一。这家工业气体公司在当前水平上具有吸引力的新鲜投资机会，并提供 1.23% 的股息率。值得注意的是，莱茵集团已在氢能领域拥有深厚的专业知识。此外，该公司在财务上处于良好位置，可以积极投资于建设绿色氢经济。</p>
<p>具体而言，莱茵集团运营着世界上第一个高纯度氢气储存洞穴。该公司还拥有约 1,000 公里的管道网络。在全球范围内，莱茵集团拥有 200 个氢气加注站和 80 个氢气电解厂。</p>
<p>值得注意的是，莱茵集团在管线中有蓝色和绿色氢项目。这些项目包括增加美国的氢气生产，以及在挪威和巴西建设绿色氢生产设施。</p>
<p>综合考虑，这家工业气体公司看到全球价值 500 亿美元的清洁能源机会。其中相当一部分投资可能会用于氢能领域。这些潜在投资将为增长和价值创造提供充分空间。</p>
<h2>空气化工产品（APD）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Andy Borysowski / Shutterstock.com</p>
<p><strong>空气化工产品</strong>（纽约证券交易所股票代码：<strong>APD</strong>）是另一家具有吸引人的 21.3 倍前瞻市盈率的工业气体公司。APD 股票还提供 2.71% 的丰厚股息率。</p>
<p>值得注意的是，空气化工产品拥有强劲的资产负债表和高财务灵活性，这使得公司能够积极投资。该工业气体公司已承诺在未来几年投资 150 亿美元用于推动低碳氢生产的项目，这有望在未来几年带来增长。</p>
<p>在主要项目中，沙特阿拉伯的 NEOM 是 ACWA Power、空气化工产品和 NEOM 的平等生产合资企业。这很可能是世界上最大的基于绿色氢的氨生产设施。</p>
<p>空气化工产品还将在纽约州马塞纳建造、拥有和运营一个每天生产 35 公吨绿色液态氢的设施。此外，路易斯安那州的项目将生产每天超过 750 百万标准立方英尺的蓝色氢。</p>
<h2>雪佛龙（CVX）</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="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Denis Kuvaev / Shutterstock.com</p>
<p><strong>雪佛龙</strong>（纽约证券交易所股票代码：<strong>CVX</strong>）远非清洁能源业务的纯粹投资。然而，这家石油和天然气巨头拥有强大的财务灵活性，并正在对脱碳主题进行大规模投资。总体而言，雪佛龙计划通过 2028 年在清洁能源项目上投资 100 亿美元。</p>
<p>由于宏观经济风险，石油价格保持低迷，CVX 在过去 12 个月中保持横盘。我认为这是一个很好的积累机会，因为该股还提供 4.13% 的丰厚股息率。</p>
<p>今年 2 月，雪佛龙宣布其加利福尼亚设施将生产氢气。该设施将于 2026 年投入运营，每天产能为 2.2 吨，可以为一辆车提供 132,000 英里的燃料。</p>
<p>值得注意的是，2023 年 9 月，这家勘探公司收购了世界上最大的拟议氢气储存设施的大部分股权。这并不奇怪，因为雪佛龙每年生产一百万吨氢气。这一收购很可能是进一步扩大氢气生产的一步。</p>
<p><em>在本文发布日期，Faisal Humayun 未持有（直接或间接）本文提及的任何证券头寸。本文中表达的观点属于作者本人，受到 InvestorPlace.com 的</em> _发布指南约束。</p>
<p>_在本文发布日期，负责编辑未持有（直接或间接）本文提及的任何证券头寸。</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 撰写了 1500 多篇股票特定文章，重点关注技术、能源和大宗商品领域。</p>
<p>能源、可再生能源、氢能</p>
<p>蓝筹股</p>

雪佛龙

空气化工产品

<p>讨论了三家具有高财务灵活性和在氢能源领域专业知识的蓝筹氢能股。Linde（LIN）运营着世界上第一个高纯度氢气储存洞穴，并在计划中拥有蓝色和绿色氢项目。空气化工产品和化学品（APD）拥有强劲的资产负债表，并致力于低碳氢生产项目。雪佛龙（CVX）正在投资清洁能源项目，并计划在加利福尼亚生产氢气</p>

<p>While there is big potential for growth in the hydrogen economy, there is a need for deep pockets. <strong>Plug Power</strong> (NASDAQ: <strong>PLUG</strong>) was among the hottest hydrogen stocks. However, the company has struggled from a financing and execution perspective, and the stock has plunged. Therefore, I would look at blue-chip hydrogen stocks with high financial flexibility and expertise in the sector. This column discusses three names investors can buy and hold for long-term value creation.</p>
<div class="lb-trans"><p>在氢能经济领域存在巨大增长潜力，但需要雄厚的资金实力。<strong>Plug Power</strong>（纳斯达克股票代码：<strong>PLUG</strong>）曾是最热门的氢能股之一。然而，该公司在融资和执行方面遇到困难，股价大幅下跌。因此，我会关注具有高财务灵活性和行业专业知识的蓝筹氢能股。本专栏讨论了三家投资者可以长期持有以创造价值的公司。</p>
</div><p>Regarding the industry potential, it’s estimated that by 2050, the global demand for green hydrogen will vary from 150 to 500 million metric tonnes per year.</p>
<div class="lb-trans"><p>关于行业潜力，预计到 2050 年，全球对绿色氢的需求将在每年从 150 到 500 百万公吨之间变化。</p>
</div><p>Currently, “almost all hydrogen produced worldwide is grey,” which means it is produced from natural gas.” In the coming years, investment in blue and green hydrogen projects will accelerate. The current pipeline already includes 1,400 announced projects that can supply 45 million tons per annum of clean hydrogen through 2030.</p>
<div class="lb-trans"><p>目前，“全球几乎所有生产的氢气都是灰色的”，这意味着它是从天然气生产的。未来几年，对蓝色和绿色氢项目的投资将加速。当前的项目管线已经包括 1,400 个已宣布的项目，到 2030 年可以提供每年 45 百万吨的清洁氢气。</p>
</div><p>With this potential, let’s discuss three blue-chip hydrogen stocks to buy for massive wealth creation.</p>
<div class="lb-trans"><p>有了这样的潜力，让我们讨论三家可以买入以创造巨大财富的蓝筹氢能股。</p>
</div><h2>Linde (LIN)</h2>
<div class="lb-trans"><h2>莱茵集团（LIN）</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: nitpicker / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：nitpicker / Shutterstock.com</p>
</div><p><strong>Linde</strong> (NASDAQ:<strong>LIN</strong>) is among the top blue-chip hydrogen stocks to buy. The industrial gas company looks attractive for fresh exposure at current levels and offers a dividend yield of 1.23%. It’s worth noting that Linde already has deep expertise in the hydrogen sector. Further, the company is well positioned financially to make aggressive investments towards building the green hydrogen economy.</p>
<div class="lb-trans"><p><strong>莱茵集团</strong>（纳斯达克股票代码：<strong>LIN</strong>）是值得购买的顶级蓝筹氢能股之一。这家工业气体公司在当前水平上具有吸引力的新鲜投资机会，并提供 1.23% 的股息率。值得注意的是，莱茵集团已在氢能领域拥有深厚的专业知识。此外，该公司在财务上处于良好位置，可以积极投资于建设绿色氢经济。</p>
</div><p>To elaborate, Linde operates the world’s first high-purity hydrogen storage cavern. The company also has a pipeline network of approximately 1,000 kilometres. Globally, Linde has 200 hydrogen refueling stations and 80 hydrogen electrolysis plants.</p>
<div class="lb-trans"><p>具体而言，莱茵集团运营着世界上第一个高纯度氢气储存洞穴。该公司还拥有约 1,000 公里的管道网络。在全球范围内，莱茵集团拥有 200 个氢气加注站和 80 个氢气电解厂。</p>
</div><p>It’s worth noting that Linde has blue and green hydrogen projects in the pipeline. These include an increase in hydrogen production in the United States coupled with green hydrogen production facilities in Norway and Brazil.</p>
<div class="lb-trans"><p>值得注意的是，莱茵集团在管线中有蓝色和绿色氢项目。这些项目包括增加美国的氢气生产，以及在挪威和巴西建设绿色氢生产设施。</p>
</div><p>All things considered, the industrial gas company sees clean energy opportunities worth $50 billion for investing globally. A significant part of the investment will likely be directed towards hydrogen. The potential investments will provide ample scope for growth and value creation.</p>
<div class="lb-trans"><p>综合考虑，这家工业气体公司看到全球价值 500 亿美元的清洁能源机会。其中相当一部分投资可能会用于氢能领域。这些潜在投资将为增长和价值创造提供充分空间。</p>
</div><h2>Air Products and Chemicals (APD)</h2>
<div class="lb-trans"><h2>空气化工产品（APD）</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: Andy Borysowski / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：Andy Borysowski / Shutterstock.com</p>
</div><p><strong>Air Products and Chemicals</strong> (NYSE:<strong>APD</strong>) is another industrial gas company with an attractive forward P/E of 21.3 times. APD stock also provides a robust dividend yield of 2.71%.</p>
<div class="lb-trans"><p><strong>空气化工产品</strong>（纽约证券交易所股票代码：<strong>APD</strong>）是另一家具有吸引人的 21.3 倍前瞻市盈率的工业气体公司。APD 股票还提供 2.71% 的丰厚股息率。</p>
</div><p>It’s worth noting that Air Products has a strong balance sheet and high financial flexibility, which allows the company to make aggressive investments. The industrial gas company has committed to spending $15 billion on projects that will advance low-carbon hydrogen production, which is likely to translate into growth in the next few years.</p>
<div class="lb-trans"><p>值得注意的是，空气化工产品拥有强劲的资产负债表和高财务灵活性，这使得公司能够积极投资。该工业气体公司已承诺在未来几年投资 150 亿美元用于推动低碳氢生产的项目，这有望在未来几年带来增长。</p>
</div><p>Among the major projects, the NEOM in Saudi Arabia is an equal production joint venture of ACWA Power, Air Products, and NEOM. It’s likely to be the world’s largest green-hydrogen-based ammonia production facility.</p>
<div class="lb-trans"><p>在主要项目中，沙特阿拉伯的 NEOM 是 ACWA Power、空气化工产品和 NEOM 的平等生产合资企业。这很可能是世界上最大的基于绿色氢的氨生产设施。</p>
</div><p>Air Products will also build, own, and operate a 35-metric-ton-per-day facility to produce green liquid hydrogen in Massena, New York. Further, the Louisiana project is to produce over 750 million standard cubic feet per day of blue hydrogen.</p>
<div class="lb-trans"><p>空气化工产品还将在纽约州马塞纳建造、拥有和运营一个每天生产 35 公吨绿色液态氢的设施。此外，路易斯安那州的项目将生产每天超过 750 百万标准立方英尺的蓝色氢。</p>
</div><h2>Chevron (CVX)</h2>
<div class="lb-trans"><h2>雪佛龙（CVX）</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: Denis Kuvaev / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：Denis Kuvaev / Shutterstock.com</p>
</div><p><strong>Chevron</strong> (NYSE:<strong>CVX</strong>) is far from being a pure-play in the clean energy business. However, the oil &amp; gas major has robust financial flexibility and is making some big investments in the decarbonization theme. Overall, Chevron has plans to invest $10 billion in clean energy projects through 2028.</p>
<div class="lb-trans"><p><strong>雪佛龙</strong>（纽约证券交易所股票代码：<strong>CVX</strong>）远非清洁能源业务的纯粹投资。然而，这家石油和天然气巨头拥有强大的财务灵活性，并正在对脱碳主题进行大规模投资。总体而言，雪佛龙计划通过 2028 年在清洁能源项目上投资 100 亿美元。</p>
</div><p>Oil has remained subdued due to macroeconomic headwinds, and CVX has remained sideways in the last 12 months. I see this as a good accumulation opportunity, as the stock also offers a robust dividend yield of 4.13%.</p>
<div class="lb-trans"><p>由于宏观经济风险，石油价格保持低迷，CVX 在过去 12 个月中保持横盘。我认为这是一个很好的积累机会，因为该股还提供 4.13% 的丰厚股息率。</p>
</div><p>In February, Chevron announced that its facilities in California would produce hydrogen. The facility will be operational in 2026 and will have a capacity of 2.2 tons per day, which can fuel a vehicle for 132,000 miles.</p>
<div class="lb-trans"><p>今年 2 月，雪佛龙宣布其加利福尼亚设施将生产氢气。该设施将于 2026 年投入运营，每天产能为 2.2 吨，可以为一辆车提供 132,000 英里的燃料。</p>
</div><p>It’s worth noting that in September 2023, the exploration company acquired a majority stake in the world’s largest proposed storage facility for hydrogen. This is unsurprising, as Chevron produces one million tons of hydrogen annually. The acquisition is a likely step towards further expansion of hydrogen production.</p>
<div class="lb-trans"><p>值得注意的是，2023 年 9 月，这家勘探公司收购了世界上最大的拟议氢气储存设施的大部分股权。这并不奇怪，因为雪佛龙每年生产一百万吨氢气。这一收购很可能是进一步扩大氢气生产的一步。</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></p>
<div class="lb-trans"><p><em>在本文发布日期，Faisal Humayun 未持有（直接或间接）本文提及的任何证券头寸。本文中表达的观点属于作者本人，受到 InvestorPlace.com 的</em> _发布指南约束。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or</em> <em>indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在本文发布日期，负责编辑未持有（直接或间接）本文提及的任何证券头寸。</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 撰写了 1500 多篇股票特定文章，重点关注技术、能源和大宗商品领域。</p>
</div><p>Energy, Renewable Energy, Hydrogen</p>
<div class="lb-trans"><p>能源、可再生能源、氢能</p>
</div><p>Blue-Chip Stocks</p>
<div class="lb-trans"><p>蓝筹股</p>
</div>

3 只蓝筹氢能源股票，建议买入并持有至 2030 年