<p>全球經濟多年來一直在穩步轉向可再生能源。近年來，由於成本下降和政府激勵措施的推動，這一轉變步伐加快。未來對可再生能源的需求可能進一步加速，受到科技公司對雲計算和人工智能（AI）應用日益增長的電力需求推動。</p>
<p>這些趨勢對領先的可再生能源生產商 <strong>新紀元能源</strong>（NEE 0.36%）、<strong>布魯克菲爾德可再生能源</strong>（BEPC 0.63%）（BEP 0.12%）和 <strong>清潔能源</strong>（CWEN 0.90%）（CWEN.A 0.67%）非常有利。它們是優秀的能源股，具有長期持有的潛在總回報。</p>
<h2>強大的財富創造者</h2>
<p>新紀元能源多年來一直是一個財富創造機器。這家領先的美國公用事業公司在過去 15 年中實現了 11.4% 的年化總回報。這超過了其他公用事業公司（6.8% 的年化總回報）和 <strong>標普 500 指數</strong>（10.5%）。</p>
<p>推動其回報增長的是其穩步增長的收益和股息。在過去十年中，其調整後的每股收益以 9% 的複合年增長率增長，而其股息以 10% 的複合年增長率增長。新紀元受益於佛羅里達州公用事業客户對電力需求的穩定增長，其對可再生能源的投資以及具有增值效應的收購。</p>
<p>這些推動因素應繼續推動高於平均水平的增長。新紀元預計，至少到 2027 年，其調整後的每股收益將以 6% 至 8% 的年度目標範圍的上限或附近增長。與此同時，它預計其股息（近 3% 的收益率）將在 2026 年前以 10% 的年度增長率增長。</p>
<p>從長期來看，其前景同樣光明，因為未來對可再生能源的需求巨大。預計未來七年，新的可再生能源和儲能容量增加將是過去七年的三倍。</p>
<h2>高增長潛力</h2>
<p>布魯克菲爾德可再生能源多年來增長迅速。這家全球領先的可再生能源公司自 2016 年以來，其每股資金運營（FFO）實現了 12% 的複合年增長率。與此同時，過去二十年中，其股息以 6% 的複合年增長率增長。</p>
<p>該公司應繼續產生高增長的收益和收入增長。布魯克菲爾德可再生能源預計，通過 2028 年，三大有機驅動因素（通脹調整的費率增加、利潤增強活動和其龐大的開發管道）將推動每股 FFO 增長率達到 7% 至 12% 的年度增長。</p>
<p>與此同時，它預計增值收購將推動其 FFO 增長率達到兩位數。該公司最近同意收購一家歐洲可再生能源開發商，該公司擁有大量處於不同開發階段的項目。這些增長驅動因素將為布魯克菲爾德提供充足的動力，以實現其旨在每年將股息（約 5% 的收益率）增加 5% 至 9% 的目標。</p>
<p>推動其前景的另一個因素是其不斷增長的可持續解決方案組合。布魯克菲爾德在碳捕獲和儲存、生物燃料生產、回收、核服務和太陽能電池板製造領域建立了平台。這些投資增加了其長期增長潛力。</p>
<h2>高端股息增長前景</h2>
<p>清潔能源是美國最大的可再生能源生產商之一。它還擁有一系列更清潔的天然氣發電設施。這些資產產生大量穩定現金流，清潔能源通過高收益股息（最近接近 6%）進行支付。</p>
<p>該公司預計將在 2026 年前將其支付水平提高到 5% 至 8% 的年度目標範圍的高端。它已經確保並資助了幾乎所有的增長。清潔能源幾年前出售了其熱資產，並將出售所得資金再投資於回報更高的可再生能源投資。該公司已承諾部署或已經看到足夠的新投資機會，以實現其股息增長目標。</p>
<p>與此同時，清潔能源對其在 2026 年後增加股息的能力有了越來越明確的認識。它一直以足夠高的價格續簽其天然氣發電廠的合同，以支持 2027 年的低端股息增長。此外，它看到了在其現有風電和太陽能項目中增加電池儲能的幾個機會。除此之外，它與一家領先的可再生能源開發商建立了戰略關係，這將繼續為其提供新的投資機會。</p>
<h2>融入強勁增長大趨勢</h2>
<p>可再生能源需求在未來幾十年將繼續快速增長。這將使新紀元能源、布魯克菲爾德可再生能源和清潔能源能夠以健康的速度增加其收益和股息。</p>
<p>這些增長驅動因素使這些頂級能源股有望為投資者長期帶來強勁的總回報。這使它們成為長期潛力的優秀股票。</p>

新紀元能源

CWEN.A

布魯克菲爾德可再生能源

<p>全球向可再生能源的轉變推動了對像新紀元能源、布魯克菲爾德可再生能源和 Clearway Energy 這樣的可再生能源生產商的需求。這些公司展現出了強勁的長期盈利和股息增長潛力。新紀元能源以其 11.4% 的年化總回報率表現優於其他公用事業公司和標普 500 指數。自 2016 年以來，布魯克菲爾德可再生能源的每股資金運營增長率為 12%。Clearway Energy 是最大的可再生能源生產商之一，預計將把股息提高到目標範圍的高端。這些公司定位良好，有望為投資者創造強勁的總回報</p>

<p>The global economy has been steadily transitioning to renewable energy over the years. The pace has quickened in recent years, powered by falling costs and government incentives. Demand for renewables could further accelerate in the future, fueled by a surging need for power by technology companies for cloud computing and artificial intelligence (AI) applications.</p>
<div class="lb-trans"><p>全球經濟多年來一直在穩步轉向可再生能源。近年來，由於成本下降和政府激勵措施的推動，這一轉變步伐加快。未來對可再生能源的需求可能進一步加速，受到科技公司對雲計算和人工智能（AI）應用日益增長的電力需求推動。</p>
</div><p>These trends play right into the hands of leading renewable energy producers <strong>NextEra Energy</strong>(NEE 0.36%), <strong>Brookfield Renewable</strong>(BEPC 0.63%) (BEP 0.12%), and <strong>Clearway Energy</strong>(CWEN 0.90%) (CWEN.A 0.67%). It makes them great energy stocks to buy and hold for their long-term total return potential.</p>
<div class="lb-trans"><p>這些趨勢對領先的可再生能源生產商 <strong>新紀元能源</strong>（NEE 0.36%）、<strong>布魯克菲爾德可再生能源</strong>（BEPC 0.63%）（BEP 0.12%）和 <strong>清潔能源</strong>（CWEN 0.90%）（CWEN.A 0.67%）非常有利。它們是優秀的能源股，具有長期持有的潛在總回報。</p>
</div><h2>A powerful wealth creator</h2>
<div class="lb-trans"><h2>強大的財富創造者</h2>
</div><p>NextEra Energy has been a wealth-creating machine over the years. The leading U.S. utility has generated an 11.4% annualized total return over the last 15 years. That has outpaced other utilities (6.8% annualized total return) and the <strong>S&amp;P 500</strong>(10.5%).</p>
<div class="lb-trans"><p>新紀元能源多年來一直是一個財富創造機器。這家領先的美國公用事業公司在過去 15 年中實現了 11.4% 的年化總回報。這超過了其他公用事業公司（6.8% 的年化總回報）和 <strong>標普 500 指數</strong>（10.5%）。</p>
</div><p>Powering its returns has been its steadily rising earnings and dividend. Its adjusted earnings per share have increased at a 9% compound annual rate over the last decade, while its dividend has grown at a 10% compound annual rate. NextEra has benefited from the steady growth in power demand from utility customers in Florida, its investments in renewable energy, and accretive acquisitions.</p>
<div class="lb-trans"><p>推動其回報增長的是其穩步增長的收益和股息。在過去十年中，其調整後的每股收益以 9% 的複合年增長率增長，而其股息以 10% 的複合年增長率增長。新紀元受益於佛羅里達州公用事業客户對電力需求的穩定增長，其對可再生能源的投資以及具有增值效應的收購。</p>
</div><p>Those catalysts should continue powering above-average growth. NextEra expects to increase its adjusted earnings per share at or near the upper end of its 6% to 8% annual target range through at least 2027. Meanwhile, it expects to grow its dividend (which yields almost 3%) at a 10% annual rate through 2026.</p>
<div class="lb-trans"><p>這些推動因素應繼續推動高於平均水平的增長。新紀元預計，至少到 2027 年，其調整後的每股收益將以 6% 至 8% 的年度目標範圍的上限或附近增長。與此同時，它預計其股息（近 3% 的收益率）將在 2026 年前以 10% 的年度增長率增長。</p>
</div><p>Its longer-term outlook is just as bright, given the immense need for renewable energy in the future. It expects new renewables and storage capacity additions to be three times more over the next seven years, compared to the past seven years.</p>
<div class="lb-trans"><p>從長期來看，其前景同樣光明，因為未來對可再生能源的需求巨大。預計未來七年，新的可再生能源和儲能容量增加將是過去七年的三倍。</p>
</div><h2>High-powered growth potential</h2>
<div class="lb-trans"><h2>高增長潛力</h2>
</div><p>Brookfield Renewable has grown briskly over the years. The leading global renewable energy company delivered 12% compound annual growth in its funds from operations (FFO) per share since 2016. Meanwhile, it has increased its dividend at a 6% compound annual rate over the last two decades.</p>
<div class="lb-trans"><p>布魯克菲爾德可再生能源多年來增長迅速。這家全球領先的可再生能源公司自 2016 年以來，其每股資金運營（FFO）實現了 12% 的複合年增長率。與此同時，過去二十年中，其股息以 6% 的複合年增長率增長。</p>
</div><p>The company should continue generating high-powered earnings and income growth. Brookfield Renewable expects a trio of organic drivers (inflation-indexed rate increases, margin enhancement activities, and its vast development pipeline) to power 7% to 12% annual FFO per share growth through 2028.</p>
<div class="lb-trans"><p>該公司應繼續產生高增長的收益和收入增長。布魯克菲爾德可再生能源預計，通過 2028 年，三大有機驅動因素（通脹調整的費率增加、利潤增強活動和其龐大的開發管道）將推動每股 FFO 增長率達到 7% 至 12% 的年度增長。</p>
</div><p>Meanwhile, it expects accretive acquisitions to drive its FFO growth rate into the double digits. The company recently agreed to acquire a European renewable energy developer with a large pipeline of projects in various stages of development. These growth drivers will give Brookfield plenty of power to achieve its aim of increasing its dividend (which yields around 5%) by 5% to 9% each year.</p>
<div class="lb-trans"><p>與此同時，它預計增值收購將推動其 FFO 增長率達到兩位數。該公司最近同意收購一家歐洲可再生能源開發商，該公司擁有大量處於不同開發階段的項目。這些增長驅動因素將為布魯克菲爾德提供充足的動力，以實現其旨在每年將股息（約 5% 的收益率）增加 5% 至 9% 的目標。</p>
</div><p>Another factor powering its view is its growing portfolio of sustainable solutions. Brookfield has built platforms in the carbon capture and storage, biofuel production, recycling, nuclear services, and solar panel manufacturing segments. These investments add to its long-term growth potential.</p>
<div class="lb-trans"><p>推動其前景的另一個因素是其不斷增長的可持續解決方案組合。布魯克菲爾德在碳捕獲和儲存、生物燃料生產、回收、核服務和太陽能電池板製造領域建立了平台。這些投資增加了其長期增長潛力。</p>
</div><h2>High-end dividend growth ahead</h2>
<div class="lb-trans"><h2>高端股息增長前景</h2>
</div><p>Clearway Energy is one of the country's largest producers of renewable energy. It also has a portfolio of cleaner-burning natural gas power-generating facilities. These assets produce lotsof stable cash flow, which Clearway pays out via a high-yielding dividend (recently approaching 6%).</p>
<div class="lb-trans"><p>清潔能源是美國最大的可再生能源生產商之一。它還擁有一系列更清潔的天然氣發電設施。這些資產產生大量穩定現金流，清潔能源通過高收益股息（最近接近 6%）進行支付。</p>
</div><p>The company expects to increase its payout toward the high end of its 5% to 8% annual target range through 2026. It has already secured and funded nearly all that growth. Clearway sold its thermal assets a few years ago and has been recycling the proceeds into higher-returning renewable energy investments. The company has committed to deploy or has line-of-sight on enough new investments to deliver on its dividend growth target.</p>
<div class="lb-trans"><p>該公司預計將在 2026 年前將其支付水平提高到 5% 至 8% 的年度目標範圍的高端。它已經確保並資助了幾乎所有的增長。清潔能源幾年前出售了其熱資產，並將出售所得資金再投資於回報更高的可再生能源投資。該公司已承諾部署或已經看到足夠的新投資機會，以實現其股息增長目標。</p>
</div><p>Meanwhile, Clearway has growing visibility into its ability to increase its dividend beyond 2026. It has been renewing contracts on its natural gas power plants at high-enough rates to support low-end dividend growth in 2027. In addition, it sees several opportunities to add battery storage to its existing wind and solar projects. On top of that, it has a strategic relationship with a leading renewable energy developer, which should continue providing it with new investment opportunities.</p>
<div class="lb-trans"><p>與此同時，清潔能源對其在 2026 年後增加股息的能力有了越來越明確的認識。它一直以足夠高的價格續簽其天然氣發電廠的合同，以支持 2027 年的低端股息增長。此外，它看到了在其現有風電和太陽能項目中增加電池儲能的幾個機會。除此之外，它與一家領先的可再生能源開發商建立了戰略關係，這將繼續為其提供新的投資機會。</p>
</div><h2>Plugged into a powerful growth megatrend</h2>
<div class="lb-trans"><h2>融入強勁增長大趨勢</h2>
</div><p>Renewable energy demand should continue growing briskly in the coming decades. That should enable NextEra Energy, Brookfield Renewable, and Clearway Energy to increase their earnings and dividends at healthy rates.</p>
<div class="lb-trans"><p>可再生能源需求在未來幾十年將繼續快速增長。這將使新紀元能源、布魯克菲爾德可再生能源和清潔能源能夠以健康的速度增加其收益和股息。</p>
</div><p>Those growth drivers position these top energy stocks to generate strong total returns for investors over the long term. That makes them great stocks to buy and hold for long-term potential.</p>
<div class="lb-trans"><p>這些增長驅動因素使這些頂級能源股有望為投資者長期帶來強勁的總回報。這使它們成為長期潛力的優秀股票。</p>
</div>

3 只值得買入並長期持有的具有巨大潛力的能源股票