<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/11/evgo.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/11/evgo.jpeg"/></p>
<p>电动汽车（EV）股票今年大多出现分化，Blink Charging（BLNK）和 ChargePoint（CHPT）今年下跌超过 46% 和 20.5%，而 EVGo（EVGO）上涨超过 25%。</p>
<p>过去 12 个月也出现了相同的趋势，Blink 和 ChargePoint 下跌了 55% 和 74%，而 EVGo 上涨了近 9%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/chart-comparison-38.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/chart-comparison-38.png"/></p>
<p><em>Blink Charging vs EVGo vs ChargePoint</em></p>
<h2>EVGo 的强劲增长</h2>
<p>EVGo 的股价表现良好，这是因为过去几年其营收和网络增长强劲。它已经新增了超过 100 万客户账户，开设了超过 1,000 个地点、遍布美国 35 个州的 3,440 个充电桩。</p>
<p>最近的业绩显示，公司上个季度的业务表现相当不错。营收增长 32%，达到 6660 万美元，得益于其充电网络带来的 3640 万美元。</p>
<p>公司的营收增长是因为该公司在季度内新增了 220 个充电桩，使其总千瓦时跃升至超过 66 千兆瓦时。该季度还新增了 13.1 万客户账户。</p>
<p>然而，公司在该季度继续亏损数额可观。净亏损达 2900 万美元，高于 2023 年同期的 2150 万美元。今年前六个月，其营收增至 1.21 亿美元，净亏损收窄至 5780 万美元。</p>
<p>这些结果表明，随着美国电动汽车数量的增加，该公司在不断扩大其网络的同时表现良好。</p>
<p>该公司还提高了全年的业绩指引，预计营收将在 2.4 亿美元至 2.7 亿美元之间。</p>
<h2>Blink Charging 和 ChargePoint 表现不佳</h2>
<p>另一方面，Blink Charging 和 ChargePoint 表现不佳。在最近的财务业绩中，Blink Charging 表示，其营收略有增长，从 2023 年同期的 3280 万美元上升至 3330 万美元。</p>
<p>其产品营收下降 4.1%，至 2350 万美元，而服务和其他收入分别增长 15% 和 29.4%，至 800 万美元和 168 万美元。</p>
<p>值得注意的是，该公司将其未来营收指引下调至 1.45 亿美元至 1.55 亿美元。它还延长了实现正面 EBITDA 的时间表，并更换了管理层。</p>
<p>此外，其现金燃烧持续，导致其现金及现金等价物从去年 12 月的 1.216 亿美元降至 7380 万美元。</p>
<p>另一方面，ChargePoint 将于 9 月 4 日公布其财务业绩。其第一季度业绩显示，其营收持续放缓，下降 18%，至 1.07 亿美元，毛利率从 23% 下降至 22%，净亏损上升至 7100 万美元。</p>
<p>分析师预计 ChargePoint 的营收将达到 1.13 亿美元，低于 2023 年同期的 1.44 亿美元。该公司的资产负债表表现不佳，现金从 1 月的 3.27 亿美元降至 2.61 亿美元。</p>
<p>ChargePoint 面临的风险是公司可能需要筹集额外资本，稀释现有股东的持股。多年来，未偿股份数量已从 2021 年的 2290 万股增至 4.25 亿股以上，因为公司已筹集了大量资金。</p>
<h2>EVGo 似乎是更好的投资</h2>
<p>未来几年，电动汽车充电行业可能表现良好，因为道路上的电动汽车数量持续增加。</p>
<p>尽管电动汽车的增长放缓，但 Rivian、特斯拉和 Lucid 等公司仍在销售数千辆汽车。美国的电动汽车数量超过 240 万辆，这一数字将继续增长。预计到 2028 年，电动汽车将占美国所有销售的约 17%。</p>
<p>这种增长意味着对快速充电基础设施的需求将继续增长。因此，像 EVGo 这样的公司将继续长期保持强劲增长。</p>
<p>出于几个原因，EVGo 似乎是更好的电动汽车充电股票。它是唯一一家在增长、拥有强劲资产负债表并明确走向盈利的电动汽车充电公司。</p>
<h2>EVGo 股价分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/EVGo-stock-1024x568.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/EVGo-stock-1024x568.png"/></p>
<p>此外，公司的股价技术面支撑良好。在日线图上，我们看到股价形成了金叉图案，即 200 日和 50 日移动平均线。在大多数情况下，这是市场上最受欢迎的看涨信号之一。</p>
<p>这种反弹是我在七月预测的，发生在股价形成了三底图案之后，这是一个常见的看涨信号。股价即将触及 4.70 美元的重要阻力点，这是 8 月 1 日的最高点。</p>
<p>此外，相对强弱指数（RSI）和移动平均散列图（MACD）已经上穿中性点。因此，股价可能会继续上涨，多头将瞄准 5.95 美元的关键点，这是去年 8 月 3 日的最高水平。</p>
<p>本文来源：Invezz，原文链接：Here’s why EVGo stock is beating Blink Charging and ChargePoint</p>

EVGO

<p>今年，EVGo 股票表现优于 Blink Charging 和 ChargePoint，上涨超过 25%，而 Blink 和 ChargePoint 分别下跌了 46% 和 20.5%。EVGo 的营收增长了 32%，达到了 2,260 万美元，得益于网络增长，尽管公司报告了一笔 1700 万美元的净亏损。该公司新增了超过 100 万个账户和 3,440 个充电桩。相比之下，Blink 的营收略有增长，但它下调了业绩指引，而 ChargePoint 面临潜在的资本稀释。随着美国电动汽车销量的增长，EVGo 似乎更有利于在电动汽车充电市场中实现增长</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/11/evgo.jpeg" alt="" original-src="https://invezz.com/wp-content/uploads/2023/11/evgo.jpeg"/></p>
<p>Electric Vehicle (EV) stocks have largely diverged this year, with Blink Charging (BLNK) and ChargePoint (CHPT) falling by over 46% and 20.5% this year while EVGo (EVGO) has risen by more than 25%.</p>
<div class="lb-trans"><p>电动汽车（EV）股票今年大多出现分化，Blink Charging（BLNK）和 ChargePoint（CHPT）今年下跌超过 46% 和 20.5%，而 EVGo（EVGO）上涨超过 25%。</p>
</div><p>The same trend has happened in the last 12 months as the Blink and ChargePoint have dropped by 55% and 74% while EVGo has risen by almost 9%</p>
<div class="lb-trans"><p>过去 12 个月也出现了相同的趋势，Blink 和 ChargePoint 下跌了 55% 和 74%，而 EVGo 上涨了近 9%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/chart-comparison-38.png" alt="" original-src="https://invezz.com/wp-content/uploads/2024/08/chart-comparison-38.png"/></p>
<p><em>Blink Charging vs EVGo vs ChargePoint</em></p>
<div class="lb-trans"><p><em>Blink Charging vs EVGo vs ChargePoint</em></p>
</div><h2>EVGo’s strong growth</h2>
<div class="lb-trans"><h2>EVGo 的强劲增长</h2>
</div><p>EVGo’s stock has done well because of its strong revenue and network growth in the past few years. It has added over 1 million customer accounts as it opened over 3,440 stalls in over 1,000 locations in 35 states in the US.</p>
<div class="lb-trans"><p>EVGo 的股价表现良好，这是因为过去几年其营收和网络增长强劲。它已经新增了超过 100 万客户账户，开设了超过 1,000 个地点、遍布美国 35 个州的 3,440 个充电桩。</p>
</div><p>The most recent results showed that the company’s business was doing modestly well in the last quarter. Revenue rose by 32% to $66.6 million, helped by its charging network which brought in $36.4 million</p>
<div class="lb-trans"><p>最近的业绩显示，公司上个季度的业务表现相当不错。营收增长 32%，达到 6660 万美元，得益于其充电网络带来的 3640 万美元。</p>
</div><p>The company’s revenue growth rose as the company added 220 new stalls during the quarter, bringing its total gigawatt jumped to over 66 gigawatts. It also added 131k customer accounts the quarter.</p>
<div class="lb-trans"><p>公司的营收增长是因为该公司在季度内新增了 220 个充电桩，使其总千瓦时跃升至超过 66 千兆瓦时。该季度还新增了 13.1 万客户账户。</p>
</div><p>However, the company continued losing substantial sums of money during the quarter. Its net loss came in at $29 million from $21.5 million in the same quarter in 2023. For the first six months of the year, its revenue rose to $121 million while the net loss narrowed to $57.8 million.</p>
<div class="lb-trans"><p>然而，公司在该季度继续亏损数额可观。净亏损达 2900 万美元，高于 2023 年同期的 2150 万美元。今年前六个月，其营收增至 1.21 亿美元，净亏损收窄至 5780 万美元。</p>
</div><p>These results show that the company is doing well as it continues to grow its network and as the number of electric vehicles in the US rose.</p>
<div class="lb-trans"><p>这些结果表明，随着美国电动汽车数量的增加，该公司在不断扩大其网络的同时表现良好。</p>
</div><p>The company also boosted its forward guidance for the year, with its revenue expected to be between $240 million and $270 million.</p>
<div class="lb-trans"><p>该公司还提高了全年的业绩指引，预计营收将在 2.4 亿美元至 2.7 亿美元之间。</p>
</div><h2>Blink Charging and ChargePoint are not doing well</h2>
<div class="lb-trans"><h2>Blink Charging 和 ChargePoint 表现不佳</h2>
</div><p>On the other hand, however, Blink Charging and ChargePoint are not doing well. In its most recent financial results, Blink Charging said that its revenue rose slightly to $33.3 million, up from $32.8 million in the same period in 2023.</p>
<div class="lb-trans"><p>另一方面，Blink Charging 和 ChargePoint 表现不佳。在最近的财务业绩中，Blink Charging 表示，其营收略有增长，从 2023 年同期的 3280 万美元上升至 3330 万美元。</p>
</div><p>Its product revenue dropped by 4.1% to $23.5 million while its service and other revenues tose by 15% and 29.4% to $8 million and $1.68 million.</p>
<div class="lb-trans"><p>其产品营收下降 4.1%，至 2350 万美元，而服务和其他收入分别增长 15% 和 29.4%，至 800 万美元和 168 万美元。</p>
</div><p>Most notably, the company lowered its forward revenue guidance to be between $145 million and $155 million. It also extended the timeline to achieve a positive EBITDA and replaced its management.</p>
<div class="lb-trans"><p>值得注意的是，该公司将其未来营收指引下调至 1.45 亿美元至 1.55 亿美元。它还延长了实现正面 EBITDA 的时间表，并更换了管理层。</p>
</div><p>Also, its cash burn continued, which helped to reduce its cash and equivalents from $121.6 million in in December to $73.8 million.</p>
<div class="lb-trans"><p>此外，其现金燃烧持续，导致其现金及现金等价物从去年 12 月的 1.216 亿美元降至 7380 万美元。</p>
</div><p>ChargePoint, on the other hand, will publish its financial results on September 4. Its Q1 results showed that its revenue continued slowing. It dropped by 18% to $107 million while its gross margin fell from 23% to 22% while its net loss rose to $71 million.</p>
<div class="lb-trans"><p>另一方面，ChargePoint 将于 9 月 4 日公布其财务业绩。其第一季度业绩显示，其营收持续放缓，下降 18%，至 1.07 亿美元，毛利率从 23% 下降至 22%，净亏损上升至 7100 万美元。</p>
</div><p>Analysts expect that ChargePoint’s revenue will come in at $113 million, down from $144 million in the same period in 2023. The company’s balance sheet is not doing well as its cash has dropped to $261 million from $327 million in January.</p>
<div class="lb-trans"><p>分析师预计 ChargePoint 的营收将达到 1.13 亿美元，低于 2023 年同期的 1.44 亿美元。该公司的资产负债表表现不佳，现金从 1 月的 3.27 亿美元降至 2.61 亿美元。</p>
</div><p>The risk for ChargePoint is that the company will likely need to raise additional capital, diluting its existing shareholders. Over the years, the number of outstanding shares has risen from 22.9 million in 2021 to over 425 million as the company has raised substantial sums of money.</p>
<div class="lb-trans"><p>ChargePoint 面临的风险是公司可能需要筹集额外资本，稀释现有股东的持股。多年来，未偿股份数量已从 2021 年的 2290 万股增至 4.25 亿股以上，因为公司已筹集了大量资金。</p>
</div><h2>EVGo seems like a better investment</h2>
<div class="lb-trans"><h2>EVGo 似乎是更好的投资</h2>
</div><p>The electric vehicle charging industry will likely do well in the next few years as the number of electric vehicles on the road continue rising.</p>
<div class="lb-trans"><p>未来几年，电动汽车充电行业可能表现良好，因为道路上的电动汽车数量持续增加。</p>
</div><p>While the growth of EVs has slowed, companies like Rivian, Tesla, and Lucid are still selling thousands of vehicles. There are over 2.4 million EVs in American roads and this number will continue rising. The estimate is that EVs will make up about 17% of all sales in the US by 2028.</p>
<div class="lb-trans"><p>尽管电动汽车的增长放缓，但 Rivian、特斯拉和 Lucid 等公司仍在销售数千辆汽车。美国的电动汽车数量超过 240 万辆，这一数字将继续增长。预计到 2028 年，电动汽车将占美国所有销售的约 17%。</p>
</div><p>This growth means that demand for fast-charging infrastructure will continue growing. Therefore, companies like EVGo will continue seeing strong growth over time.</p>
<div class="lb-trans"><p>这种增长意味着对快速充电基础设施的需求将继续增长。因此，像 EVGo 这样的公司将继续长期保持强劲增长。</p>
</div><p>EVGo seems like a better EV charging stock for several reasons. It is the only EV charging company that is growing, has a strong balance sheet, and has outlined a path towards profitability.</p>
<div class="lb-trans"><p>出于几个原因，EVGo 似乎是更好的电动汽车充电股票。它是唯一一家在增长、拥有强劲资产负债表并明确走向盈利的电动汽车充电公司。</p>
</div><h2>EVGo stock price analysis</h2>
<div class="lb-trans"><h2>EVGo 股价分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/EVGo-stock-1024x568.png" alt="" original-src="https://invezz.com/wp-content/uploads/2024/08/EVGo-stock-1024x568.png"/></p>
<p>Additionally, the company’s stock price has supportive technicals. On the daily chart, we see that the stock has formed a golden cross pattern as the 200-day and 50-day moving averages. In most cases, this is one of the most popular bullish signs in the market.</p>
<div class="lb-trans"><p>此外，公司的股价技术面支撑良好。在日线图上，我们看到股价形成了金叉图案，即 200 日和 50 日移动平均线。在大多数情况下，这是市场上最受欢迎的看涨信号之一。</p>
</div><p>This rebound, which I predicted in July, happened after the stock formed a triple-bottom chart pattern, which is a popular bullish sign. The stock is nearing the important resistance point at $4.70, its highest point on August 1st.</p>
<div class="lb-trans"><p>这种反弹是我在七月预测的，发生在股价形成了三底图案之后，这是一个常见的看涨信号。股价即将触及 4.70 美元的重要阻力点，这是 8 月 1 日的最高点。</p>
</div><p>Also, the Relative Strength Index (RSI) and the MACD moved above the neutral point. Therefore, the stock will likely continue rising as bulls target the key point at $5.95, its highest level on August 3 last year.</p>
<div class="lb-trans"><p>此外，相对强弱指数（RSI）和移动平均散列图（MACD）已经上穿中性点。因此，股价可能会继续上涨，多头将瞄准 5.95 美元的关键点，这是去年 8 月 3 日的最高水平。</p>
</div><p>The post Here’s why EVGo stock is beating Blink Charging and ChargePoint appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源：Invezz，原文链接：Here’s why EVGo stock is beating Blink Charging and ChargePoint</p>
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以下是 EVgo 股票优于 Blink Charging 和 ChargePoint 的原因