<p>电动汽车行业正面临挑战。宏观经济逆风影响了增长，激烈的竞争导致利润率下挤。市场情绪已从看涨转为明显看跌。然而，如果有一个时机可以购买优质的电动汽车股票，那就是现在。本专栏关注三家正在朝着 EBITDA 水平盈利和更好基本面发展的充电桩股票。</p>
<p>讨论行业复苏时间表并不容易。投资者应专注于基本面。耐心持有将在未来几年创造财富。</p>
<p>电动汽车充电行业有充足的增长空间。到本年代末，美国的电动汽车充电站数量可能增至 3500 万个。同样，欧洲每年需要安装 41 万个公共充电桩，以满足欧盟到 2030 年的 350 万个充电桩目标。因此，我相信健康的增长将支撑电动汽车充电公司，有巨大的财富创造空间。</p>
<h2>Blink Charging (BLNK)</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：David Tonelson/Shutterstock.com</p>
<p><strong>Blink Charging</strong>（纳斯达克：<strong>BLNK</strong>）股票今年以来基本呈横盘走势。然而，最近由于整体市场下行，出现了一些调整。我认为这是一个基本面上的良好买入机会。</p>
<p>首先，Blink 一直保持强劲的营收增长。2024 年第一季度，公司年度营收增长 73%，达到 3760 万美元。全年，公司预计营收为 1.7 亿美元（中间值）。</p>
<p>虽然全年营收增速相对会有所放缓，但公司在北美和欧洲有一个巨大的可寻址市场。因此，未来五年营收可能会继续以健康的速度增长。</p>
<p>与此同时，Blink Charging 预计到 2024 年 12 月将实现正的调整后的 EBITDA。随着运营杠杆和服务收入增长，我预计 EBITDA 利润率扩张将在 2025 年持续。因此，随着基本面的改善，BLNK 股票可能会走高。</p>
<h2>Wallbox (WBX)</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：Wirestock Creators / Shutterstock.com</p>
<p>我认为 <strong>Wallbox</strong>（纽约证券交易所：<strong>WBX</strong>）股票在当前 1.5 美元的价格点上被严重低估。随着 EBITDA 盈亏平衡即将到来和流动性注入，我预计未来几个季度会有上涨突破。</p>
<p>7 月底，Wallbox 宣布从 <strong>Generac Power Systems</strong>（纽约证券交易所：<strong>GNRC</strong>）获得 4500 万美元投资，后者是全球领先的能源技术解决方案设计和制造商。这项投资增强了公司的财务灵活性，可能支持销售增速。</p>
<p>2024 年第二季度，Wallbox 报告的营收为 4,880 万欧元，同比增长 48%。这是该电动汽车充电公司有史以来最高的季度营收。值得注意的是，公司在 6 月实现了首个正的调整后的 EBITDA 月度。</p>
<p>通过最近的融资、直流充电器销售的健康增长和产品组合的扩展，我看好 EBITDA 利润率持续改善。一旦更广泛的市场情绪改善，WBX 股票可能会大幅上涨。</p>
<h2>EVgo (EVGO)</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.com</p>
<p>经历持续调整后，<strong>EVgo</strong>（纳斯达克：<strong>EVGO</strong>）股票今年以来一直呈横盘走势。最近由于强劲的 2024 年第二季度数据支撑，出现了一波反弹。我看好 EVGO 股票从超卖水平进一步上涨。</p>
<p>2024 年第二季度，EVgo 报告的营收同比增长 32.2%，达到 6660 万美元。在该季度，公司安装了 220 个新的直流快速充电桩。值得注意的是，公司的调整后 EBITDA 亏损缩小至 800 万美元。公司截至 2024 年第二季度末的现金储备为 1.62 亿美元，可能用于支持积极的投资。</p>
<p>该电动汽车充电公司预计未来三到五年将拥有 7,000 个 EVgo 自有充电桩。EVgo 预计从这些自有充电桩中实现 6.4 亿美元的营收和 2.04 亿美元的调整后 EBITDA。因此，预测是看涨的。随着未来几个季度 EBITDA 利润率的改善，我预计 EVgo 股票将保持上涨趋势。</p>
<p>_在本文发布日期，Faisal Humayun 未持有（直接或间接）本文提及证券的任何头寸。本文中表达的意见属于作者个人，遵守 InvestorPlace.com 的发布准则。</p>
<p>_在本文发布日期，负责编辑未持有（直接或间接）本文提及证券的任何头寸。</p>
<p>Faisal Humayun 是一位拥有 12 年行业经验的高级研究分析师，专注于信用研究、股票研究和财务建模。Faisal 撰写了 1500 多篇股票相关文章，重点关注科技、能源和大宗商品领域。</p>
<p>汽车、消费者自由支配、电动汽车</p>

BLNK

EVGO

<p>InvestorPlace 突出了三家电动汽车充电股票，它们即将实现 EBITDA 盈亏平衡，包括 Blink Charging（BLNK）、Wallbox（WBX）和 EVgo（EVGO）。这些股票具有强劲的营收增长和利润率扩张潜力。电动汽车充电行业预计在未来几年将迎来显著增长，为财富创造提供机会</p>

<p>The electric vehicle industry is experiencing challenging times. Macroeconomic headwinds have impacted growth, and intense competition has translated into margin compression. Sentiments have changed from bullish to significantly bearish. However, if there was a time to buy quality EV stocks, it’s now. This column focuses on three EV charging stocks to buy that are moving towards EBITDA-level profitability and, hence, better fundamentals.</p>
<div class="lb-trans"><p>电动汽车行业正面临挑战。宏观经济逆风影响了增长，激烈的竞争导致利润率下挤。市场情绪已从看涨转为明显看跌。然而，如果有一个时机可以购买优质的电动汽车股票，那就是现在。本专栏关注三家正在朝着 EBITDA 水平盈利和更好基本面发展的充电桩股票。</p>
</div><p>It isn’t easy to discuss a recovery timeline for the industry. Investors should, however, focus on fundamentals. Buying and holding with patience will translate into wealth creation in the next few years.</p>
<div class="lb-trans"><p>讨论行业复苏时间表并不容易。投资者应专注于基本面。耐心持有将在未来几年创造财富。</p>
</div><p>The EV charging industry has ample headroom for growth. The number of EV charging stations in the United States will likely increase to 35 million by the decade’s end. Similarly, Europe would need to install 410,000 public charging points per year to meet the European Commission target of 3.5 million charging points by 2030. I therefore believe that healthy growth will sustain EV charging companies, and there is scope for massive wealth creation.</p>
<div class="lb-trans"><p>电动汽车充电行业有充足的增长空间。到本年代末，美国的电动汽车充电站数量可能增至 3500 万个。同样，欧洲每年需要安装 41 万个公共充电桩，以满足欧盟到 2030 年的 350 万个充电桩目标。因此，我相信健康的增长将支撑电动汽车充电公司，有巨大的财富创造空间。</p>
</div><h2>Blink Charging (BLNK)</h2>
<div class="lb-trans"><h2>Blink Charging (BLNK)</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: David Tonelson/Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：David Tonelson/Shutterstock.com</p>
</div><p><strong>Blink Charging’s</strong> (NASDAQ:<strong>BLNK</strong>) stock has largely been sideways year-to-date. However, there has been some correction in recent times due to a broad market downside. I see this as a good buying opportunity with multiple positives on the fundamental front.</p>
<div class="lb-trans"><p><strong>Blink Charging</strong>（纳斯达克：<strong>BLNK</strong>）股票今年以来基本呈横盘走势。然而，最近由于整体市场下行，出现了一些调整。我认为这是一个基本面上的良好买入机会。</p>
</div><p>The first point is that Blink has been delivering robust top-line growth. For Q1 2024, the company reported revenue growth of 73% on a year-on-year basis to $37.6 million. For the full year, the company has guided for revenue of $170 million (mid-range).</p>
<div class="lb-trans"><p>首先，Blink 一直保持强劲的营收增长。2024 年第一季度，公司年度营收增长 73%，达到 3760 万美元。全年，公司预计营收为 1.7 亿美元（中间值）。</p>
</div><p>While top-line growth will moderate relatively for the full year, the company has a big addressable market in North America and Europe. Therefore, revenue will likely continue to increase at a healthy rate in the next five years.</p>
<div class="lb-trans"><p>虽然全年营收增速相对会有所放缓，但公司在北美和欧洲有一个巨大的可寻址市场。因此，未来五年营收可能会继续以健康的速度增长。</p>
</div><p>At the same time, Blink Charging has guided for positive adjusted EBITDA by December 2024. With operating leverage and growth in services revenue, I expect EBITDA margin expansion to be sustained in 2025. Therefore, as fundamentals improve, BLNK stock is likely to trend higher.</p>
<div class="lb-trans"><p>与此同时，Blink Charging 预计到 2024 年 12 月将实现正的调整后的 EBITDA。随着运营杠杆和服务收入增长，我预计 EBITDA 利润率扩张将在 2025 年持续。因此，随着基本面的改善，BLNK 股票可能会走高。</p>
</div><h2>Wallbox (WBX)</h2>
<div class="lb-trans"><h2>Wallbox (WBX)</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: Wirestock Creators / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：Wirestock Creators / Shutterstock.com</p>
</div><p>I believe that <strong>Wallbox</strong> (NYSE:<strong>WBX</strong>) stock is deeply undervalued at its current $1.5 price point. With EBITDA breakeven on the horizon and liquidity infusion, I expect a breakout on the upside in the coming quarters.</p>
<div class="lb-trans"><p>我认为 <strong>Wallbox</strong>（纽约证券交易所：<strong>WBX</strong>）股票在当前 1.5 美元的价格点上被严重低估。随着 EBITDA 盈亏平衡即将到来和流动性注入，我预计未来几个季度会有上涨突破。</p>
</div><p>Towards the end of July, Wallbox announced a $45 million investment from <strong>Generac Power Systems</strong> (NYSE:<strong>GNRC</strong>), a leading global designer and manufacturer of energy technology solutions. This investment boosts the company’s financial flexibility and will likely support sales growth acceleration.</p>
<div class="lb-trans"><p>7 月底，Wallbox 宣布从 <strong>Generac Power Systems</strong>（纽约证券交易所：<strong>GNRC</strong>）获得 4500 万美元投资，后者是全球领先的能源技术解决方案设计和制造商。这项投资增强了公司的财务灵活性，可能支持销售增速。</p>
</div><p>For Q2 2024, Wallbox reported revenue of 48.8 million euros, which was higher by 48% on a year-on-year basis. This was the EV charging company’s highest-ever quarterly revenue. It’s also worth noting that the company achieved the first month of positive adjusted EBITDA in June.</p>
<div class="lb-trans"><p>2024 年第二季度，Wallbox 报告的营收为 4,880 万欧元，同比增长 48%。这是该电动汽车充电公司有史以来最高的季度营收。值得注意的是，公司在 6 月实现了首个正的调整后的 EBITDA 月度。</p>
</div><p>With the recent financing, healthy growth in DC charger sales, and an expanded product portfolio, I am bullish on continued improvement in the EBITDA margin. Once broader market sentiments improve, WBX stock is likely to surge higher.</p>
<div class="lb-trans"><p>通过最近的融资、直流充电器销售的健康增长和产品组合的扩展，我看好 EBITDA 利润率持续改善。一旦更广泛的市场情绪改善，WBX 股票可能会大幅上涨。</p>
</div><h2>EVgo (EVGO)</h2>
<div class="lb-trans"><h2>EVgo (EVGO)</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.com</p>
<div class="lb-trans"><p>图片来源：Sundry Photography / Shutterstock.com</p>
</div><p>After a period of sustained correction, <strong>EVgo</strong> (NASDAQ:<strong>EVGO</strong>) stock has remained sideways for the year to date. There has been a recent rally backed by strong Q2 2024 numbers. I am bullish on further upside for EVGO stock from oversold levels.</p>
<div class="lb-trans"><p>经历持续调整后，<strong>EVgo</strong>（纳斯达克：<strong>EVGO</strong>）股票今年以来一直呈横盘走势。最近由于强劲的 2024 年第二季度数据支撑，出现了一波反弹。我看好 EVGO 股票从超卖水平进一步上涨。</p>
</div><p>For Q2 2024, EVgo reported revenue growth of 32.2% on a year-on-year basis to $66.6 million. During the quarter, the company installed 220 new DC fast-charging stalls. It’s important to note that the company’s adjusted EBITDA losses narrowed to $8 million. The company ended Q2 2024 with a cash buffer of $162 million, likely to ensure aggressive investments.</p>
<div class="lb-trans"><p>2024 年第二季度，EVgo 报告的营收同比增长 32.2%，达到 6660 万美元。在该季度，公司安装了 220 个新的直流快速充电桩。值得注意的是，公司的调整后 EBITDA 亏损缩小至 800 万美元。公司截至 2024 年第二季度末的现金储备为 1.62 亿美元，可能用于支持积极的投资。</p>
</div><p>The EV charging company has guided for 7,000 EVgo-owned stalls in the next three to five years. EVgo expects revenue and adjusted EBITDA of $640 million and $204 million, respectively, from these owned stalls. The projections are, therefore, bullish. As the EBITDA margin improves in the coming quarters, I expect EVgo stock to remain in an uptrend.</p>
<div class="lb-trans"><p>该电动汽车充电公司预计未来三到五年将拥有 7,000 个 EVgo 自有充电桩。EVgo 预计从这些自有充电桩中实现 6.4 亿美元的营收和 2.04 亿美元的调整后 EBITDA。因此，预测是看涨的。随着未来几个季度 EBITDA 利润率的改善，我预计 EVgo 股票将保持上涨趋势。</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 Publishing Guidelines.</em></p>
<div class="lb-trans"><p>_在本文发布日期，Faisal Humayun 未持有（直接或间接）本文提及证券的任何头寸。本文中表达的意见属于作者个人，遵守 InvestorPlace.com 的发布准则。</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>_在本文发布日期，负责编辑未持有（直接或间接）本文提及证券的任何头寸。</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 年行业经验的高级研究分析师，专注于信用研究、股票研究和财务建模。Faisal 撰写了 1500 多篇股票相关文章，重点关注科技、能源和大宗商品领域。</p>
</div><p>Automotive, Consumer Discretionary, Electric Vehicles</p>
<div class="lb-trans"><p>汽车、消费者自由支配、电动汽车</p>
</div>

在实现 EBITDA 盈亏平衡之前值得购买的 3 只电动汽车充电股