<p><strong>特斯拉</strong>(TSLA 1.93%) 是一只颇具争议的股票，部分原因在于其超凡的首席执行官埃隆·马斯克。但马斯克的戏剧性风格实际上帮助创造了电动车（EV）行业。如今，几乎每个主要汽车制造商都在生产电动车，这将为这个以乏味和可靠著称的行业带来二次增长效应。以下是你需要了解的内容，以及为什么你可能想要购买这三只分红股票。</p>
<h2>需求的重大变化</h2>
<p>在 2000 年至 2020 年间，电力需求增长缓慢，仅增长了 9%。这不是年化数据，而是整个 20 年期间的需求增长。在这段时间内，有许多大型和重要的趋势导致了需求的长期停滞，最显著的是通过节能产品减少能源消耗的努力。LED 灯泡是大多数消费者最明显的例子，但整个工业经济中也发生了类似的过程。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NDEvMjVfMDVfMTMtdGVzbGEtYnVpbGRpbmctd2l0aC10ZXNsYS1sb2dvLWFuZC10d28tdGVzbGFzLWluLWZyb250LV9tZi1kbG9hZC1pbWFnZS1zb3VyY2UtdGVzbGEucG5nJnc9NzAw?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NDEvMjVfMDVfMTMtdGVzbGEtYnVpbGRpbmctd2l0aC10ZXNsYS1sb2dvLWFuZC10d28tdGVzbGFzLWluLWZyb250LV9tZi1kbG9hZC1pbWFnZS1zb3VyY2UtdGVzbGEucG5nJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<p>但节能努力基本上已经完成，使用更清洁技术的努力仍在社会中进行。这包括用更清洁、更先进的技术替代旧的、污染严重的技术。这里的主要例子是电动车替代内燃机（ICE）车辆。而这一过程基本上是由埃隆·马斯克和特斯拉开启的。他证明了电动车可以成为内燃机车辆的真正竞争者。现在，几乎每个主要汽车制造商都在生产电动车，还有许多重要的初创公司也在这样做。</p>
<p>这将显著增加电力需求，进一步受到人工智能（AI）快速增长的推动。预计在 2020 年至 2040 年间，电力需求将增长 55%。这相当于 2000 年至 2020 年间需求增长的六倍。短期内的增长将由人工智能驱动，预计在 10 年内需求将增长 300%。长期来看，电动车预计到 2050 年电力需求将增长 9000%，这是一个真正巨大的数字。</p>
<h2>分红投资者可以利用电动车的增长</h2>
<p>电力公用事业的需求增长不会是一次性事件。这将是一个需要多年过程的过程，要求大量资本投资，并导致这个长期以来相对乏味的行业的增长。鉴于需求推动增长，监管机构很可能会批准公用事业公司所需的资本投资和费率请求。这对保守的收入投资者来说是个好消息。</p>
<p>对于那些采取分红增长策略的投资者来说，<strong>下一 Era 能源</strong>(NEE 0.58%) 可能是最佳选择。该公用事业公司的分红收益率为 3.2%，并且有 31 次年度分红增长。然而，最大的亮点是过去十年中，分红以大约 10% 的年化速度增长，管理层预计在可预见的未来将保持这一增长率。该公司实际上是两个业务的结合，其基础建立在佛罗里达州的监管公用事业运营上，增长来自其大型可再生能源业务。</p>
<p>对于那些真正保守的投资者，偏好更高收益的选择，<strong>黑山</strong>(BKH 0.85%) 可能是更好的选择。这家电力和天然气公用事业公司相对较小，市值仅为 40 亿美元（作为参考，下一 Era 能源的市值超过 1400 亿美元）。然而，它是少数几家成功获得分红王地位的公用事业公司之一，拥有 55 次年度分红增长。</p>
<p>再加上相对较高的 4.6% 分红收益率，而公用事业的平均收益率为 2.9%，你可以理解为什么以收入为导向的投资者可能会喜欢黑山。尽管如此，分红增长可能会比下一 Era 能源提供的更为温和，黑山预计每年的收益增长在 4% 到 6% 之间，分红也将以大致相同的速度增长。</p>
<p>对于那些稍微激进一点的投资者来说，公用事业领域的一个稳健的转型故事是 <strong>道明尼能源</strong>(D 1.34%)。该公司花费了多年时间精简业务，直到现在成为一家纯电力供应商。尽管如此，这一过程包括了削减分红，并且目前专注于加强资产负债表和降低支付比率，以使其与行业平均水平相符。</p>
<p>换句话说，暂时没有分红增长。但这被高达 4.9% 的分红收益率所弥补。一旦支付比率降低，分红增长可能会再次开始。这是一个相对低风险的转型故事，适合那些乐于在等待更好时光的同时收取高于平均水平收益的投资者。</p>
<h2>三个选择，但还有更多</h2>
<p>由特斯拉推动的电动车市场的增长，预计将为监管公用事业创造需求的重大变化。这将使它们从沉睡的业务转变为增长更快、投资更具吸引力的项目，并且在其中有显著的分红成分。整个行业都有机会，但在分红增长方面，下一 Era 能源脱颖而出，黑山则以分红可靠性著称，而道明尼能源则因其转型吸引力而受到关注。</p>

道明尼资源

黑山

新纪元能源

<p>特斯拉对电动车（EV）市场的影响预计将推动电力需求的显著增长，预计从 2020 年到 2040 年将增加 55%，而仅电动车预计到 2050 年将推动需求增长 9,000%。这一趋势为公用事业领域的股息投资者提供了机会，例如 NextEra Energy，其股息收益率为 3.2% 且具有强劲的增长潜力；Black Hills，其股息收益率为 4.6% 并被称为股息之王；以及 Dominion Energy，其股息收益率为 4.9%，但在恢复股息增长之前，正专注于改善资产负债表</p>

<p><strong>Tesla</strong>(TSLA 1.93%) is a polarizing stock thanks partly to its larger-than-life CEO, Elon Musk. But Musk's theatrical flare literally helped to create the electric vehicle (EV) industry. Now, with almost every major automaker building EVs, there's going to be a secondary growth effect in a sector known for being boring and reliable. Here's what you need to know and why you might want to buy these three dividend stocks.</p>
<div class="lb-trans"><p><strong>特斯拉</strong>(TSLA 1.93%) 是一只颇具争议的股票，部分原因在于其超凡的首席执行官埃隆·马斯克。但马斯克的戏剧性风格实际上帮助创造了电动车（EV）行业。如今，几乎每个主要汽车制造商都在生产电动车，这将为这个以乏味和可靠著称的行业带来二次增长效应。以下是你需要了解的内容，以及为什么你可能想要购买这三只分红股票。</p>
</div><h2>A step change in demand</h2>
<div class="lb-trans"><h2>需求的重大变化</h2>
</div><p>Between 2000 and 2020, demand for electricity was modest, growing only 9%. That's not an annualized figure, it is the growth in demand over that entire 20-year period. There were a number of large and important trends over that period that caused this long lull in demand, most notably being the effort to reduce energy consumption through energy-efficient products. LED light bulbs are the most obvious example for most consumers, but a similar process was taking place throughout the industrial economy as well.</p>
<div class="lb-trans"><p>在 2000 年至 2020 年间，电力需求增长缓慢，仅增长了 9%。这不是年化数据，而是整个 20 年期间的需求增长。在这段时间内，有许多大型和重要的趋势导致了需求的长期停滞，最显著的是通过节能产品减少能源消耗的努力。LED 灯泡是大多数消费者最明显的例子，但整个工业经济中也发生了类似的过程。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTg0NDEvMjVfMDVfMTMtdGVzbGEtYnVpbGRpbmctd2l0aC10ZXNsYS1sb2dvLWFuZC10d28tdGVzbGFzLWluLWZyb250LV9tZi1kbG9hZC1pbWFnZS1zb3VyY2UtdGVzbGEucG5nJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F818441%2F25_05_13-tesla-building-with-tesla-logo-and-two-teslas-in-front-_mf-dload-image-source-tesla.png&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>But the efficiency effort has largely played out and the effort to use cleaner technologies is still working through society. That includes replacing older, dirtier tech with cleaner, newer tech. The prime example here is electric vehicles replacing internal combustion engine (ICE) vehicles. And that process was basically started by Elon Musk and Tesla. He proved that EVs could be a real competitor to ICE vehicles. Now, just about every major automaker is building EVs and there are a number of material start-ups doing the same.</p>
<div class="lb-trans"><p>但节能努力基本上已经完成，使用更清洁技术的努力仍在社会中进行。这包括用更清洁、更先进的技术替代旧的、污染严重的技术。这里的主要例子是电动车替代内燃机（ICE）车辆。而这一过程基本上是由埃隆·马斯克和特斯拉开启的。他证明了电动车可以成为内燃机车辆的真正竞争者。现在，几乎每个主要汽车制造商都在生产电动车，还有许多重要的初创公司也在这样做。</p>
</div><p>This should dramatically increase electricity demand, further fueled by the rapid growth of artificial intelligence (AI). Between 2020 and 2040, electricity demand is projected to increase by 55%. That's six times the increase in demand between 2000 and 2020. The growth is going to be driven in the near term by AI, which is expected to see an increase in demand of 300% over 10 years. The longer term is expected to be driven by EVs, which are projected to see an increase in electricity demand of 9,000% by 2050, a truly massive figure.</p>
<div class="lb-trans"><p>这将显著增加电力需求，进一步受到人工智能（AI）快速增长的推动。预计在 2020 年至 2040 年间，电力需求将增长 55%。这相当于 2000 年至 2020 年间需求增长的六倍。短期内的增长将由人工智能驱动，预计在 10 年内需求将增长 300%。长期来看，电动车预计到 2050 年电力需求将增长 9000%，这是一个真正巨大的数字。</p>
</div><h2>Dividend investors can take advantage of EV growth</h2>
<div class="lb-trans"><h2>分红投资者可以利用电动车的增长</h2>
</div><p>The demand increase for electric utilities isn't going to be a one-time event. It is going to be a years-long process that will require significant capital investment and lead to growth in what has been a fairly boring sector for a long time. Given that demand is leading the growth, regulators are highly likely to approve the needed capital investments and rate requests from regulated electric utilities. This is fabulous news for conservative income investors.</p>
<div class="lb-trans"><p>电力公用事业的需求增长不会是一次性事件。这将是一个需要多年过程的过程，要求大量资本投资，并导致这个长期以来相对乏味的行业的增长。鉴于需求推动增长，监管机构很可能会批准公用事业公司所需的资本投资和费率请求。这对保守的收入投资者来说是个好消息。</p>
</div><p>For those with a dividend growth approach, <strong>NextEra Energy</strong>(NEE 0.58%) is probably going to be the best choice. The utility has a 3.2% dividend yield backed by 31 annual dividend increases. However, the big story here is that the dividend has increased at a roughly 10% annualized clip over the past decade, with management expecting to maintain that rate for the foreseeable future. The company is actually two businesses in one, with the foundation built upon its regulated utility operations in Florida and the growth coming from its large renewable power operations.</p>
<div class="lb-trans"><p>对于那些采取分红增长策略的投资者来说，<strong>下一 Era 能源</strong>(NEE 0.58%) 可能是最佳选择。该公用事业公司的分红收益率为 3.2%，并且有 31 次年度分红增长。然而，最大的亮点是过去十年中，分红以大约 10% 的年化速度增长，管理层预计在可预见的未来将保持这一增长率。该公司实际上是两个业务的结合，其基础建立在佛罗里达州的监管公用事业运营上，增长来自其大型可再生能源业务。</p>
</div><p>For truly conservative investors who prefer higher-yielding fare, <strong>Black Hills</strong>(BKH 0.85%) might be the better pick. This electric and natural gas utility is fairly small, with a market cap of just $4 billion (for reference, NextEra Energy's market cap is over $140 billion). However, it is one of the few utilities that has managed to achieve Dividend King status, with its 55 annual dividend increases.</p>
<div class="lb-trans"><p>对于那些真正保守的投资者，偏好更高收益的选择，<strong>黑山</strong>(BKH 0.85%) 可能是更好的选择。这家电力和天然气公用事业公司相对较小，市值仅为 40 亿美元（作为参考，下一 Era 能源的市值超过 1400 亿美元）。然而，它是少数几家成功获得分红王地位的公用事业公司之一，拥有 55 次年度分红增长。</p>
</div><p>Add in a fairly high dividend yield of 4.6%, compared to the utility average of 2.9%, and you can see why income-focused investors might like Black Hills. That said, dividend growth is likely to be more modest than what NextEra Energy can offer, with Black Hills calling for earnings to advance 4% to 6% a year and dividends rising at about the same rate.</p>
<div class="lb-trans"><p>再加上相对较高的 4.6% 分红收益率，而公用事业的平均收益率为 2.9%，你可以理解为什么以收入为导向的投资者可能会喜欢黑山。尽管如此，分红增长可能会比下一 Era 能源提供的更为温和，黑山预计每年的收益增长在 4% 到 6% 之间，分红也将以大致相同的速度增长。</p>
</div><p>A solid turnaround story in the utility space, for investors who are a bit more aggressive, is <strong>Dominion Energy</strong>(D 1.34%). This company has spent years slimming down its business to the point where it is now a pure-play electricity provider. That said, the process included a dividend cut and a current focus on strengthening the balance sheet and reducing the payout ratio so that it is in line with the industry average.</p>
<div class="lb-trans"><p>对于那些稍微激进一点的投资者来说，公用事业领域的一个稳健的转型故事是 <strong>道明尼能源</strong>(D 1.34%)。该公司花费了多年时间精简业务，直到现在成为一家纯电力供应商。尽管如此，这一过程包括了削减分红，并且目前专注于加强资产负债表和降低支付比率，以使其与行业平均水平相符。</p>
</div><p>In other words, no dividend growth for a little while. But that's made up for by the lofty 4.9% dividend yield. And, once the payout ratio is worked down, dividend growth is likely to start up again. It's a fairly low-risk turnaround story for investors who are happy to collect an above-average yield while they wait for better days.</p>
<div class="lb-trans"><p>换句话说，暂时没有分红增长。但这被高达 4.9% 的分红收益率所弥补。一旦支付比率降低，分红增长可能会再次开始。这是一个相对低风险的转型故事，适合那些乐于在等待更好时光的同时收取高于平均水平收益的投资者。</p>
</div><h2>Three options, but there are more</h2>
<div class="lb-trans"><h2>三个选择，但还有更多</h2>
</div><p>The growth of the EV market, jump-started by Tesla, is expected to create a step change in demand for regulated utilities. That will change them from sleepy businesses to faster-growing and more attractive investments, with a notable dividend component in the mix. There are opportunities throughout the sector, but NextEra Energy stands out on the dividend growth front, Black Hills for dividend reliability, and Dominion Energy when it comes to its turnaround appeal.</p>
<div class="lb-trans"><p>由特斯拉推动的电动车市场的增长，预计将为监管公用事业创造需求的重大变化。这将使它们从沉睡的业务转变为增长更快、投资更具吸引力的项目，并且在其中有显著的分红成分。整个行业都有机会，但在分红增长方面，下一 Era 能源脱颖而出，黑山则以分红可靠性著称，而道明尼能源则因其转型吸引力而受到关注。</p>
</div>

Tesla Started the Ball Rolling and It Could Mean a 9,000% Growth Driver for These 3 Dividend Stocks

- 特斯拉推动电动车市场增长，预计电力需求将大幅上升。  
- 2020 年至 2040 年，电力需求预计增长 55%，AI 和电动车是主要驱动因素。  
- 投资者可关注 NextEra Energy、Black Hills 和 Dominion Energy 等公用事业股。

特斯拉开启了这一进程，这可能意味着这三只股息股票的增长驱动力将达到 9000%