<p>清洁能源的出现以及化石燃料爱好者的抵制表明，全球能源结构已经到达一个关键时刻。因此，能源领域的机遇是丰富的。氢能是其中之一，尤其是绿色氢能，预计市场将以每年 39.5% 的速度增长至 2030 年。</p>
<p>尽管氢能股票得到系统支持，但审慎筛选至关重要，因为存在许多增长陷阱。因此，我进行了严格的筛选过程，强调公司基本面、估值属性和事件驱动特征。此外，我在必要时采用技术分析。</p>
<p>氢能股票的风险特征可能不适合每个人的投资目标。然而，如果您的风险回报偏好与我提到的相符，这里有三只最佳氢能股票值得关注。</p>
<h2><strong>空气化工产品</strong> (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：Bjoern Wylezich / Shutterstock</p>
<p><strong>空气化工产品</strong> (NYSE: <strong>APD</strong>) 主要为工业用途分销气体和化学品。该公司还确立了自己作为全球领先的垂直一体化氢供应商的地位。尽管它是一家老牌公司，但空气化工产品的绿色氢能暴露提供了更新的增长前景，其五年复合年增长率（CAGR）为 6.26%。</p>
<p>此外，该公司的短期变量是乐观的。例如，空气化工产品最近发布了其第三季度财报，显示每股收益超出 16 美分。此外，该公司报告的息税折旧摊销前利润率（EBITDA）为 42.4%，显示其运营效率。</p>
<p>APD 股票有一些催化剂。例如，空气化工产品最近与 <strong>TotalEnergies</strong>（NYSE:<strong>TTE</strong>）签署了一项将于 2030 年开始的供应协议。此外，APD 股票通过交易高于其 10 日、50 日、100 日和 200 日移动平均线，形成了动量趋势。</p>
<p>我在这里持乐观态度！</p>
<h2>ITM Power (ITMPF)</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：Proxima Studio / Shutterstock.com</p>
<p><strong>ITM Power</strong> (OTCMKTS:<strong>ITMPF</strong>) 是一家总部位于英国的清洁能源存储和清洁燃料公司。该公司通过设计和制造氢能系统用于生产和储存参与氢能行业。与空气化工产品不同，ITM Power 处于早期发展阶段，使投资者能够在 “聪明资金” 阶段投资。</p>
<p>正如前文所述，ITM Power 在很大程度上尚未确立。例如，该公司发布了截至 2023 财年的年终业绩，显示收入为 520 万英镑，息税折旧摊销前利润为-9420 万英镑。因此，ITMPF 股票自那时以来已下跌了 44%。然而，我认为存在投机机会，鉴于该公司的系统支持、新宣布的扭亏计划和 282.6 百万英镑的强劲现金头寸。</p>
<p>ITMPF 股票的相对强弱指数已下降至约 44，表明受到投资者过度抛售的压力。此外，该股的企业价值与营收倍数为 6.3 倍。这些数字与其基本表现不佳相吻合。然而，潜在的扭亏计划，加上全面的氢能吸收，可能推动 ITMPF 股价飙升。</p>
<p>这是一项有可能在正确时间获利的投机性赌注。</p>
<h2>Bloom Energy (BE)</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：Sundry Photography / Shutterstock</p>
<p><strong>Bloom Energy</strong> (NYSE:<strong>BE</strong>) 是一家总部位于美国的固体氧化物燃料电池生产商。该公司致力于绿色经济，通过提供氢燃料电池和提供附属服务来实现。此外，该公司强调速度，因为其固体氧化物氢燃料电池技术增强了氢的生产和使用。</p>
<p>此外，Bloom Energy 获得了事件驱动支持。例如，该公司最近宣布与 <strong>Chirisa Technology Parks</strong> 达成战略合作伙伴关系，涉及与 Chirisa 的 <strong>CoreWeave</strong> 数据中心供应协议。此外，Bloom Energy 在五月份发布了其第一季度业绩，显示净亏损收窄至 1410 万美元，并与 <strong>Intel</strong>（NASDAQ:<strong>INTC</strong>）达成容量协议，涉及 “在加州圣克拉拉的 Intel 现有高性能计算数据中心安装额外兆瓦（MW）的 Bloom Energy 基于燃料电池的 Energy Server”。</p>
<p>上述因素支撑了 Bloom Energy 目前的 16.21% 的复合年增长率。此外，Bloom Energy 的增长伴随着 2.1 倍的市销率，我认为这是有利的。因此，我相信 BE 股票被低估了。</p>
<p><em>在本文发布日期，Steve Booyens 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个人，遵守 InvestorPlace.com 的发布准则。</em></p>
<p><em>在本文发布日期，负责编辑没有持有（直接或间接）本文提到的证券中的任何头寸。</em></p>
<p>Steve Booyens 于 2020 年共同创立了 Pearl Gray Equity and Research，并自那时起负责跨资产研究和公关工作。在创立该公司之前，Steve 在伦敦和南非的各种金融职位上工作过一段时间。他拥有伦敦大学玛丽皇后学院的投资银行硕士学位。此外，Steve 于 2024 年 4 月 26 日获得了他的 CFA 特许资格，并正在攻读金融博士学位。他的文章发表在诸如 Seeking Alpha、TipRanks、Yahoo Finance 和 Benzinga 等多个知名网页上。Steve 在 InvestorPlace 上的文章并不构成金融建议。然而，它们在主流观点和客观理论之间形成了有趣的对比，使读者能够从无偏见的评论中受益。读者可以期待涵盖经常交易的股票、房地产投资信托 (REITs)、固定收益基金、封闭式基金 (CEFs) 和交易所交易基金 (ETFs) 的报道。</p>

空气化工产品

<p>氢能市场的机遇非常丰富，预计增长率将达到每年 39.5％，直至 2030 年。三家值得关注的氢能股票包括空气化工产品（NYSE:APD）、ITM Power（OTCMKTS:ITMPF）和 Bloom Energy（NYSE:BE）。APD 已经确立自己作为领先的氢能供应商，ITMPF 处于早期阶段，有潜力实现扭转，而 BE 专注于固体氧化物燃料电池。由于潜在的增长陷阱，谨慎的筛选是必要的</p>

<p>The emergence of clean energy and the concurrent pushback from fossil fuel enthusiasts show that the global energy mix has reached a pivotal moment. Therefore, opportunities are abundant in the energy sector. One such opportunity is hydrogen, and moreso green hydrogen, a market forecasted to grow by 39.5% per year until 2030.</p>
<div class="lb-trans"><p>清洁能源的出现以及化石燃料爱好者的抵制表明，全球能源结构已经到达一个关键时刻。因此，能源领域的机遇是丰富的。氢能是其中之一，尤其是绿色氢能，预计市场将以每年 39.5% 的速度增长至 2030 年。</p>
</div><p>Although hydrogen stocks have systematic support, prudent screening is critical as numerous growth traps exist. As such, I embarked on a robust screening process, emphasizing company fundamentals, valuation attributes and event-driven features. Moreover, I phased in technical analysis whenever necessary.</p>
<div class="lb-trans"><p>尽管氢能股票得到系统支持，但审慎筛选至关重要，因为存在许多增长陷阱。因此，我进行了严格的筛选过程，强调公司基本面、估值属性和事件驱动特征。此外，我在必要时采用技术分析。</p>
</div><p>The risk profile of hydrogen stocks might not suit everyone’s investment objectives. However, if your risk-return appetite aligns with what I mentioned, here are three best-in-class hydrogen stocks to watch.</p>
<div class="lb-trans"><p>氢能股票的风险特征可能不适合每个人的投资目标。然而，如果您的风险回报偏好与我提到的相符，这里有三只最佳氢能股票值得关注。</p>
</div><h2><strong>Air Products and Chemicals</strong> (APD)</h2>
<div class="lb-trans"><h2><strong>空气化工产品</strong> (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: Bjoern Wylezich / Shutterstock</p>
<div class="lb-trans"><p>图片来源：Bjoern Wylezich / Shutterstock</p>
</div><p><strong>Air Products and Chemicals</strong> (NYSE: <strong>APD</strong>) distributes gases and chemicals for industrial use. The company has also established itself as the world’s leading vertically integrated hydrogen supplier. Although it is an established company, Air Products and Chemicals’ green hydrogen exposure provides renewed growth prospects, conveyed by its five-year compound annual growth rate (CAGR) of 6.26%.</p>
<div class="lb-trans"><p><strong>空气化工产品</strong> (NYSE: <strong>APD</strong>) 主要为工业用途分销气体和化学品。该公司还确立了自己作为全球领先的垂直一体化氢供应商的地位。尽管它是一家老牌公司，但空气化工产品的绿色氢能暴露提供了更新的增长前景，其五年复合年增长率（CAGR）为 6.26%。</p>
</div><p>Furthermore, the firm’s near-term variables are promising. For example, Air Products and Chemicals recently released its third-quarter earnings report, revealing an earnings-per-share beat of 16 cents. Additionally, the company reported an earnings before interest tax depreciation and amortization (EBITDA) margin of 42.4%, illustrating its operational efficiency.</p>
<div class="lb-trans"><p>此外，该公司的短期变量是乐观的。例如，空气化工产品最近发布了其第三季度财报，显示每股收益超出 16 美分。此外，该公司报告的息税折旧摊销前利润率（EBITDA）为 42.4%，显示其运营效率。</p>
</div><p>APD stock has a few catalysts. For instance, Air Products and Chemicals recently signed a supply deal with <strong>TotalEnergies</strong>(NYSE:<strong>TTE</strong>) that will start in 2030. Moreover, APD stock has hit a momentum trend by trading above its 10-, 50-, 100- and 200-day moving averages.</p>
<div class="lb-trans"><p>APD 股票有一些催化剂。例如，空气化工产品最近与 <strong>TotalEnergies</strong>（NYSE:<strong>TTE</strong>）签署了一项将于 2030 年开始的供应协议。此外，APD 股票通过交易高于其 10 日、50 日、100 日和 200 日移动平均线，形成了动量趋势。</p>
</div><p>I’m bullish here, folks!</p>
<div class="lb-trans"><p>我在这里持乐观态度！</p>
</div><h2>ITM Power (ITMPF)</h2>
<div class="lb-trans"><h2>ITM Power (ITMPF)</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: Proxima Studio / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：Proxima Studio / Shutterstock.com</p>
</div><p><strong>ITM Power</strong> (OTCMKTS:<strong>ITMPF</strong>) is a U.K.-based clean energy storage and clean fuel company. The firm participates in the hydrogen industry by designing and manufacturing hydrogen energy systems for production and storage. Unlike Air Products and Chemicals, ITM Power is early in its life cycle, allowing investors to invest at a” smart money” stage.</p>
<div class="lb-trans"><p><strong>ITM Power</strong> (OTCMKTS:<strong>ITMPF</strong>) 是一家总部位于英国的清洁能源存储和清洁燃料公司。该公司通过设计和制造氢能系统用于生产和储存参与氢能行业。与空气化工产品不同，ITM Power 处于早期发展阶段，使投资者能够在 “聪明资金” 阶段投资。</p>
</div><p>As mentioned, ITM is largely unestablished. As an example, the firm released its year-end fiscal 2023 results, revealing £5.2 million in revenue and an unimpressive EBITDA of -£94.2 million. Consequently, ITMPF stock has shed 44% ever since. Nevertheless, I think a speculative opportunity exists, given the firm’s systematic support, a newly announced turnaround plan, and strong cash position of £282.6 million.</p>
<div class="lb-trans"><p>正如前文所述，ITM Power 在很大程度上尚未确立。例如，该公司发布了截至 2023 财年的年终业绩，显示收入为 520 万英镑，息税折旧摊销前利润为-9420 万英镑。因此，ITMPF 股票自那时以来已下跌了 44%。然而，我认为存在投机机会，鉴于该公司的系统支持、新宣布的扭亏计划和 282.6 百万英镑的强劲现金头寸。</p>
</div><p>ITMPF stock’s relative strength index has dipped to around 44, suggesting it has experienced excess selling pressure from investors. In addition, the stock has an Enterprise Value-to-Revenue multiple of 6.3x. These numbers coincide with its fundamental underperformance. However, a potential turnaround, paired with comprehensive hydrogen uptake, might send ITMPF’s stock flying.</p>
<div class="lb-trans"><p>ITMPF 股票的相对强弱指数已下降至约 44，表明受到投资者过度抛售的压力。此外，该股的企业价值与营收倍数为 6.3 倍。这些数字与其基本表现不佳相吻合。然而，潜在的扭亏计划，加上全面的氢能吸收，可能推动 ITMPF 股价飙升。</p>
</div><p>This is a speculative bet that could pay off if timed correctly.</p>
<div class="lb-trans"><p>这是一项有可能在正确时间获利的投机性赌注。</p>
</div><h2>Bloom Energy (BE)</h2>
<div class="lb-trans"><h2>Bloom Energy (BE)</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: Sundry Photography / Shutterstock</p>
<div class="lb-trans"><p>图片来源：Sundry Photography / Shutterstock</p>
</div><p><strong>Bloom Energy</strong> (NYSE:<strong>BE</strong>) is a U.S.-based producer of solid oxide fuel cells. The firm is committed to the green economy by delivering hydrogen fuel cells and providing ancillary services. In addition, the company emphasizes speed, as its solid oxide hydrogen fuel cell technology enhances the production and usage of hydrogen.</p>
<div class="lb-trans"><p><strong>Bloom Energy</strong> (NYSE:<strong>BE</strong>) 是一家总部位于美国的固体氧化物燃料电池生产商。该公司致力于绿色经济，通过提供氢燃料电池和提供附属服务来实现。此外，该公司强调速度，因为其固体氧化物氢燃料电池技术增强了氢的生产和使用。</p>
</div><p>Furthermore, Bloom Energy has experienced event-driven support. For example, the company recently announced a strategic partnership with <strong>Chirisa Technology Parks</strong>, relating to a supply agreement for Chirisa’s <strong>CoreWeave</strong> data center. Additionally, Bloom Energy released its first-quarter results in May, revealing a $14.1 million net loss narrowing and a capacity agreement deal with <strong>Intel</strong>(NASDAQ:<strong>INTC</strong>) relating to “the installation of additional megawatts (MW) of Bloom Energy’s fuel cell-based Energy Server at Intel’s existing high-performance computing data center in Santa Clara, CA.”</p>
<div class="lb-trans"><p>此外，Bloom Energy 获得了事件驱动支持。例如，该公司最近宣布与 <strong>Chirisa Technology Parks</strong> 达成战略合作伙伴关系，涉及与 Chirisa 的 <strong>CoreWeave</strong> 数据中心供应协议。此外，Bloom Energy 在五月份发布了其第一季度业绩，显示净亏损收窄至 1410 万美元，并与 <strong>Intel</strong>（NASDAQ:<strong>INTC</strong>）达成容量协议，涉及 “在加州圣克拉拉的 Intel 现有高性能计算数据中心安装额外兆瓦（MW）的 Bloom Energy 基于燃料电池的 Energy Server”。</p>
</div><p>The abovementioned factors play into Bloom Energy’s existing CAGR of 16.21%. Moreover, Bloom Energy’s growth is accompanied by a price-to-sales ratio of 2.1x, which I deem favorable. As such, I am confident that BE stock is undervalued.</p>
<div class="lb-trans"><p>上述因素支撑了 Bloom Energy 目前的 16.21% 的复合年增长率。此外，Bloom Energy 的增长伴随着 2.1 倍的市销率，我认为这是有利的。因此，我相信 BE 股票被低估了。</p>
</div><p><em>On the date of publication, Steve Booyens 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 Publishing Guidelines.</em></p>
<div class="lb-trans"><p><em>在本文发布日期，Steve Booyens 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个人，遵守 InvestorPlace.com 的发布准则。</em></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><em>在本文发布日期，负责编辑没有持有（直接或间接）本文提到的证券中的任何头寸。</em></p>
</div><p>Steve Booyens co-founded Pearl Gray Equity and Research in 2020 and has been responsible for cross-asset research and PR ever since. Before founding the firm, Steve spent time working in various finance roles in London and South Africa. He holds an MSc in Investment Banking from Queen Mary – University of London. Furthermore, Steve obtained his CFA Charter on April 26, 2024, and is working toward his Ph.D. in Finance. His articles are published on various reputable web pages such as Seeking Alpha, TipRanks, Yahoo Finance, and Benzinga. Steve’s articles on InvestorPlace don’t constitute financial advice. However, they form an interesting juxtaposition between mainstream opinion and objective theory, allowing readers to benefit from unbiased commentary. Readers can expect coverage on frequently traded stocks, REITs, fixed-income funds, CEFs, and ETFs.</p>
<div class="lb-trans"><p>Steve Booyens 于 2020 年共同创立了 Pearl Gray Equity and Research，并自那时起负责跨资产研究和公关工作。在创立该公司之前，Steve 在伦敦和南非的各种金融职位上工作过一段时间。他拥有伦敦大学玛丽皇后学院的投资银行硕士学位。此外，Steve 于 2024 年 4 月 26 日获得了他的 CFA 特许资格，并正在攻读金融博士学位。他的文章发表在诸如 Seeking Alpha、TipRanks、Yahoo Finance 和 Benzinga 等多个知名网页上。Steve 在 InvestorPlace 上的文章并不构成金融建议。然而，它们在主流观点和客观理论之间形成了有趣的对比，使读者能够从无偏见的评论中受益。读者可以期待涵盖经常交易的股票、房地产投资信托 (REITs)、固定收益基金、封闭式基金 (CEFs) 和交易所交易基金 (ETFs) 的报道。</p>
</div>

第三季度的冉冉新星：3 只你必须关注的氢能源股票