<p>随着世界加速向可再生能源过渡，电池股仍处于这一全球转变的前沿。进入 2024 年夏季，对高性能、可持续电池解决方案的需求比以往任何时候都更为关键。</p>
<p>根据麦肯锡公司的数据，锂离子电池市场预计到 2030 年将增长至 4000 亿美元以上。这种需求预计将受到对可持续性的监管推动以及消费者对电动汽车需求的增加的推动。</p>
<p>对先进电池技术日益增加的依赖引发了金融市场的极大兴趣。投资者将注意力转向那些不仅在技术上取得进展，而且在战略上定位能够利用蓬勃需求的公司。在这种背景下，一些电池股脱颖而出，为投资者提供了在市场不断发展的过程中实现可观增长的潜力。以下是三家电池股，是寻求通过可持续和盈利性企业激活投资组合的投资者的首选。</p>
<h2>Enovix (ENVX)</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>来源：Just_Super / Shutterstock.com</p>
<p><strong>Enovix</strong>（纳斯达克：<strong>ENVX</strong>）正在高能电池市场中开辟自己的一席之地。与传统电池制造商不同，Enovix 正在开创一种利用 100% 活性硅的架构，为该行业树立新的标准。</p>
<p>Enovix 专注于将硅阳极整合到锂离子电池中——这种方法可能使能量密度比传统石墨阳极提高一倍。这种独特的方法不仅提高了电池寿命，还显著提高了容量。</p>
<p>尽管处于无收入阶段，但 Enovix 在 2024 年第一季度取得了令人鼓舞的进展，报告的收入为 530 万美元。这标志着公司从上一年度微不足道的销售额中迈出了重要的一步。公司对运营支出的积极管理和战略性资本支出呈现出有利于可持续增长的强劲财务状况。</p>
<p>Enovix 的战略方向是专注于高性能电池，这使得公司有望继续取得良好业绩。由于其位于马来西亚的战略位置，生产能力承诺高产出和较低的生产成本，Enovix 有望获得竞争优势。</p>
<h2>Albemarle (ALB)</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>来源：IgorGolovniov/Shutterstock.com</p>
<p><strong>Albemarle</strong>（纽约证券交易所：<strong>ALB</strong>）是锂市场的领先参与者。该公司以其在锂提取中的重要作用而闻名，这对电动汽车电池至关重要。</p>
<p>近年来，Albemarle 由于锂价格的波动性而经历了销售下降。在锂价格达到顶峰时实现了高收入数字之后，公司不得不适应新常态，价格稳定在较低水平。尽管面临这些挑战，Albemarle 继续创新和扩张，专注于增加生产能力以满足电动汽车市场驱动的未来需求。</p>
<p>Albemarle 的财务状况保持稳定，公司保持着坚实的资产负债表和流动性状况。今年早些时候发行的 23 亿美元可转换优先股为公司提供了额外资本，用于资助增长计划。这一举措，虽然在短期内具有稀释性，但符合公司利用即将到来的市场机会的长期战略。</p>
<h2>Solid Power (SLDP)</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>来源：T. Schneider / Shutterstock.com</p>
<p><strong>Solid Power</strong>（纳斯达克：<strong>SLDP</strong>）已经战略性地将自己定位为固态电池开发的关键参与者，重点是生产硫化物固态电解质并授权其电池技术。</p>
<p>Solid Power 对于希望获得该领域曝光的投资者来说是一个有吸引力的投资。该公司与领先的汽车制造商合作不仅证明了其技术实力，还为未来通过联合开发协议获得未来收入流提供了途径。</p>
<p>尽管处于开发阶段并伴随着财务风险，Solid Power 的财务策略是稳健的。公司最近的财务报告显示出强劲的资产负债表和大量现金储备，确保其可以在没有即时财务压力的情况下继续研发工作。这对于 Solid Power 接近商业化而言至关重要，预计这将是收入生成的一个重要转折点。</p>
<p>在本文发布日期，Mohammed Saqib 既没有直接也没有间接持有本文提及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 的发布准则。</p>
<p>在本文发布日期，负责编辑既没有直接也没有间接持有本文提及的证券中的任何头寸。</p>
<p>Mohammed Saqib 是一位具有股票研究和财务建模经验的研究分析师。他广泛涵盖科技行业上市股票，以基本分析作为他方法的基石。目前正在攻读金融硕士学位，Saqib 致力于获得 CFA 特许资格，以进一步增进自己在这一领域的专业知识。</p>

美国雅宝公司

SLDP

ENVX

<p>预计对高性能、可持续电池解决方案的需求将推动锂离子电池市场到 2030 年超过 4000 亿美元的增长。投资者正在将注意力转向那些战略定位能够利用这一需求的电池公司。三家值得考虑的顶级电池股票是 Enovix（ENVX）、Albemarle（ALB）和 Solid Power（SLDP）。这些公司在电池技术方面进行创新，并且财务状况强劲</p>

<p>As the world accelerates its transition towards renewable energy, battery stocks remain at the forefront of this global shift. Heading into the summer of 2024, the demand for high-performance, sustainable battery solutions is more critical than ever.</p>
<div class="lb-trans"><p>随着世界加速向可再生能源过渡，电池股仍处于这一全球转变的前沿。进入 2024 年夏季，对高性能、可持续电池解决方案的需求比以往任何时候都更为关键。</p>
</div><p>As per McKinsey &amp; Company, the lithium-ion battery market is expected to grow to more than $400 billion by 2030. This demand is expected to be driven by a regulatory push towards sustainability and an uptick in consumer demand for electric vehicles.</p>
<div class="lb-trans"><p>根据麦肯锡公司的数据，锂离子电池市场预计到 2030 年将增长至 4000 亿美元以上。这种需求预计将受到对可持续性的监管推动以及消费者对电动汽车需求的增加的推动。</p>
</div><p>This increasing dependency on advanced battery technologies has sparked significant interest in the financial markets. Investors are turning their focus towards companies that are not just advancing in technology but are also strategically positioned to capitalize on the burgeoning demand. Amidst this backdrop, several battery stocks stand out, offering the potential for substantial growth as the market continues to evolve. Here are three battery stocks that are top picks for investors looking to energize their portfolios with sustainable and profitable ventures.</p>
<div class="lb-trans"><p>对先进电池技术日益增加的依赖引发了金融市场的极大兴趣。投资者将注意力转向那些不仅在技术上取得进展，而且在战略上定位能够利用蓬勃需求的公司。在这种背景下，一些电池股脱颖而出，为投资者提供了在市场不断发展的过程中实现可观增长的潜力。以下是三家电池股，是寻求通过可持续和盈利性企业激活投资组合的投资者的首选。</p>
</div><h2>Enovix (ENVX)</h2>
<div class="lb-trans"><h2>Enovix (ENVX)</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: Just_Super / Shutterstock.com</p>
<div class="lb-trans"><p>来源：Just_Super / Shutterstock.com</p>
</div><p><strong>Enovix</strong> (NASDAQ: <strong>ENVX</strong>) is carving a niche for itself in the high-energy battery market. Unlike traditional battery manufacturers, Enovix is pioneering an architecture that leverages 100% active silicon, setting new standards in the industry.</p>
<div class="lb-trans"><p><strong>Enovix</strong>（纳斯达克：<strong>ENVX</strong>）正在高能电池市场中开辟自己的一席之地。与传统电池制造商不同，Enovix 正在开创一种利用 100% 活性硅的架构，为该行业树立新的标准。</p>
</div><p>Enovix’s focus is on the integration of silicon anodes into lithium-ion batteries—a method that potentially doubles the energy density compared to conventional graphite anodes. This unique approach not only enhances battery life but also significantly boosts capacity.</p>
<div class="lb-trans"><p>Enovix 专注于将硅阳极整合到锂离子电池中——这种方法可能使能量密度比传统石墨阳极提高一倍。这种独特的方法不仅提高了电池寿命，还显著提高了容量。</p>
</div><p>Despite being in its pre-revenue phase, Enovix’s first quarter of 2024 demonstrated promising advances with reported revenues of $5.3 million. This marks a significant leap from the previous year’s minimal sales. The company’s proactive management of operational expenses and strategic capital expenditure presents a robust financial standing conducive to sustainable growth.</p>
<div class="lb-trans"><p>尽管处于无收入阶段，但 Enovix 在 2024 年第一季度取得了令人鼓舞的进展，报告的收入为 530 万美元。这标志着公司从上一年度微不足道的销售额中迈出了重要的一步。公司对运营支出的积极管理和战略性资本支出呈现出有利于可持续增长的强劲财务状况。</p>
</div><p>The strategic direction of Enovix, focusing on high-performance batteries, positions the company to continue to do well. With a production capacity that promises high output and lower production costs due to its strategic location in Malaysia, Enovix is expected to achieve a competitive edge.</p>
<div class="lb-trans"><p>Enovix 的战略方向是专注于高性能电池，这使得公司有望继续取得良好业绩。由于其位于马来西亚的战略位置，生产能力承诺高产出和较低的生产成本，Enovix 有望获得竞争优势。</p>
</div><h2>Albemarle (ALB)</h2>
<div class="lb-trans"><h2>Albemarle (ALB)</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: IgorGolovniov/Shutterstock.com</p>
<div class="lb-trans"><p>来源：IgorGolovniov/Shutterstock.com</p>
</div><p><strong>Albemarle</strong> (NYSE: <strong>ALB</strong>) is a leading player in the lithium market. The company is known for its significant role in lithium extraction, which is crucial for electric vehicle batteries.</p>
<div class="lb-trans"><p><strong>Albemarle</strong>（纽约证券交易所：<strong>ALB</strong>）是锂市场的领先参与者。该公司以其在锂提取中的重要作用而闻名，这对电动汽车电池至关重要。</p>
</div><p>In recent times, Albemarle has experienced a decline in its sales primarily due to the volatile nature of lithium prices. After achieving high revenue figures when lithium prices peaked, the company has had to adjust to the new normal, with prices stabilizing at lower levels. Despite these challenges, Albemarle continues to innovate and expand, focusing on increasing its production capacity to meet the anticipated future demand driven by the EV market.</p>
<div class="lb-trans"><p>近年来，Albemarle 由于锂价格的波动性而经历了销售下降。在锂价格达到顶峰时实现了高收入数字之后，公司不得不适应新常态，价格稳定在较低水平。尽管面临这些挑战，Albemarle 继续创新和扩张，专注于增加生产能力以满足电动汽车市场驱动的未来需求。</p>
</div><p>Albemarle’s financial health remains stable, with the company maintaining a solid balance sheet and liquidity position. The strategic issuance of $2.3 billion in mandatory convertible preferred stock earlier this year has provided additional capital to fund growth initiatives. This move, while dilutive in the short term, is aligned with the company’s long-term strategy to leverage upcoming market opportunities.</p>
<div class="lb-trans"><p>Albemarle 的财务状况保持稳定，公司保持着坚实的资产负债表和流动性状况。今年早些时候发行的 23 亿美元可转换优先股为公司提供了额外资本，用于资助增长计划。这一举措，虽然在短期内具有稀释性，但符合公司利用即将到来的市场机会的长期战略。</p>
</div><h2>Solid Power (SLDP)</h2>
<div class="lb-trans"><h2>Solid Power (SLDP)</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: T. Schneider / Shutterstock.com</p>
<div class="lb-trans"><p>来源：T. Schneider / Shutterstock.com</p>
</div><p><strong>Solid Power</strong> (NASDAQ: <strong>SLDP</strong>) has strategically positioned itself as a key player in the development of solid-state batteries by focusing on the production of sulfide-based solid electrolytes and licensing its battery technology.</p>
<div class="lb-trans"><p><strong>Solid Power</strong>（纳斯达克：<strong>SLDP</strong>）已经战略性地将自己定位为固态电池开发的关键参与者，重点是生产硫化物固态电解质并授权其电池技术。</p>
</div><p>Solid Power is an attractive investment for investors looking to get exposure to the sector. The company’s partnerships with leading automotive manufacturers are not just a testament to its technological prowess but also provide a pathway to future revenue streams through joint development agreements.</p>
<div class="lb-trans"><p>Solid Power 对于希望获得该领域曝光的投资者来说是一个有吸引力的投资。该公司与领先的汽车制造商合作不仅证明了其技术实力，还为未来通过联合开发协议获得未来收入流提供了途径。</p>
</div><p>Despite being in a development phase with associated financial risks, Solid Power’s financial strategy is sound. The company’s recent financial reports reveal a robust balance sheet with substantial cash reserves, ensuring it can continue its research and development efforts without immediate financial pressures. This is critical as Solid Power moves closer to commercialization, which is projected to be a major turning point for revenue generation.</p>
<div class="lb-trans"><p>尽管处于开发阶段并伴随着财务风险，Solid Power 的财务策略是稳健的。公司最近的财务报告显示出强劲的资产负债表和大量现金储备，确保其可以在没有即时财务压力的情况下继续研发工作。这对于 Solid Power 接近商业化而言至关重要，预计这将是收入生成的一个重要转折点。</p>
</div><p>The company’s investment in scaling up production capabilities for its sulfide-based electrolytes indicates readiness for market demand, which is expected to surge as automakers continue to embrace EVs and more energy-efficient technologies.</p>
<div class="lb-trans"><p>在本文发布日期，Mohammed Saqib 既没有直接也没有间接持有本文提及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 的发布准则。</p>
</div><p><em>On the date of publication, Mohammed Saqib did not hold (either directly or indirectly) any positions in the securities mentioned in this article.</em> <em>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>在本文发布日期，负责编辑既没有直接也没有间接持有本文提及的证券中的任何头寸。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>Mohammed Saqib 是一位具有股票研究和财务建模经验的研究分析师。他广泛涵盖科技行业上市股票，以基本分析作为他方法的基石。目前正在攻读金融硕士学位，Saqib 致力于获得 CFA 特许资格，以进一步增进自己在这一领域的专业知识。</p>
</div><p>Mohammed Saqib is a research analyst with experience in equity research and financial modeling. He has extensively covered stocks listed in the tech sector using fundamental analysis as the cornerstone of his approach. Currently pursuing a master’s degree in finance, Saqib is dedicated to obtaining the CFA charter to augment his expertise in the field further.</p>

2024 年夏季值得购买的三大电池股票