<p>在氫能經濟領域存在巨大增長潛力，但需要雄厚的資金實力。<strong>Plug Power</strong>（納斯達克股票代碼：<strong>PLUG</strong>）曾是最熱門的氫能股之一。然而，該公司在融資和執行方面遇到困難，股價大幅下跌。因此，我會關注具有高財務靈活性和行業專業知識的藍籌氫能股。本專欄討論了三家投資者可以長期持有以創造價值的公司。</p>
<p>關於行業潛力，預計到 2050 年，全球對綠色氫的需求將在每年從 150 到 500 百萬公噸之間變化。</p>
<p>目前，“全球幾乎所有生產的氫氣都是灰色的”，這意味着它是從天然氣生產的。未來幾年，對藍色和綠色氫項目的投資將加速。當前的項目管線已經包括 1,400 個已宣佈的項目，到 2030 年可以提供每年 45 百萬噸的清潔氫氣。</p>
<p>有了這樣的潛力，讓我們討論三家可以買入以創造巨大財富的藍籌氫能股。</p>
<h2>萊茵集團（LIN）</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>圖片來源：nitpicker / Shutterstock.com</p>
<p><strong>萊茵集團</strong>（納斯達克股票代碼：<strong>LIN</strong>）是值得購買的頂級藍籌氫能股之一。這家工業氣體公司在當前水平上具有吸引力的新鮮投資機會，並提供 1.23% 的股息率。值得注意的是，萊茵集團已在氫能領域擁有深厚的專業知識。此外，該公司在財務上處於良好位置，可以積極投資於建設綠色氫經濟。</p>
<p>具體而言，萊茵集團運營着世界上第一個高純度氫氣儲存洞穴。該公司還擁有約 1,000 公里的管道網絡。在全球範圍內，萊茵集團擁有 200 個氫氣加註站和 80 個氫氣電解廠。</p>
<p>值得注意的是，萊茵集團在管線中有藍色和綠色氫項目。這些項目包括增加美國的氫氣生產，以及在挪威和巴西建設綠色氫生產設施。</p>
<p>綜合考慮，這家工業氣體公司看到全球價值 500 億美元的清潔能源機會。其中相當一部分投資可能會用於氫能領域。這些潛在投資將為增長和價值創造提供充分空間。</p>
<h2>空氣化工產品（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>圖片來源：Andy Borysowski / Shutterstock.com</p>
<p><strong>空氣化工產品</strong>（紐約證券交易所股票代碼：<strong>APD</strong>）是另一傢俱有吸引人的 21.3 倍前瞻市盈率的工業氣體公司。APD 股票還提供 2.71% 的豐厚股息率。</p>
<p>值得注意的是，空氣化工產品擁有強勁的資產負債表和高財務靈活性，這使得公司能夠積極投資。該工業氣體公司已承諾在未來幾年投資 150 億美元用於推動低碳氫生產的項目，這有望在未來幾年帶來增長。</p>
<p>在主要項目中，沙特阿拉伯的 NEOM 是 ACWA Power、空氣化工產品和 NEOM 的平等生產合資企業。這很可能是世界上最大的基於綠色氫的氨生產設施。</p>
<p>空氣化工產品還將在紐約州馬塞納建造、擁有和運營一個每天生產 35 公噸綠色液態氫的設施。此外，路易斯安那州的項目將生產每天超過 750 百萬標準立方英尺的藍色氫。</p>
<h2>雪佛龍（CVX）</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>圖片來源：Denis Kuvaev / Shutterstock.com</p>
<p><strong>雪佛龍</strong>（紐約證券交易所股票代碼：<strong>CVX</strong>）遠非清潔能源業務的純粹投資。然而，這家石油和天然氣巨頭擁有強大的財務靈活性，並正在對脱碳主題進行大規模投資。總體而言，雪佛龍計劃通過 2028 年在清潔能源項目上投資 100 億美元。</p>
<p>由於宏觀經濟風險，石油價格保持低迷，CVX 在過去 12 個月中保持橫盤。我認為這是一個很好的積累機會，因為該股還提供 4.13% 的豐厚股息率。</p>
<p>今年 2 月，雪佛龍宣佈其加利福尼亞設施將生產氫氣。該設施將於 2026 年投入運營，每天產能為 2.2 噸，可以為一輛車提供 132,000 英里的燃料。</p>
<p>值得注意的是，2023 年 9 月，這家勘探公司收購了世界上最大的擬議氫氣儲存設施的大部分股權。這並不奇怪，因為雪佛龍每年生產一百萬噸氫氣。這一收購很可能是進一步擴大氫氣生產的一步。</p>
<p><em>在本文發佈日期，Faisal Humayun 未持有（直接或間接）本文提及的任何證券頭寸。本文中表達的觀點屬於作者本人，受到 InvestorPlace.com 的</em> _發佈指南約束。</p>
<p>_在本文發佈日期，負責編輯未持有（直接或間接）本文提及的任何證券頭寸。</p>
<p>Faisal Humayun 是一位擁有 12 年信用研究、股票研究和財務建模經驗的高級研究分析師。Faisal 撰寫了 1500 多篇股票特定文章，重點關注技術、能源和大宗商品領域。</p>
<p>能源、可再生能源、氫能</p>
<p>藍籌股</p>

雪佛龍

空氣化工產品

<p>討論了三傢俱有高財務靈活性和在氫能源領域專業知識的藍籌氫能股。Linde（LIN）運營着世界上第一個高純度氫氣儲存洞穴，並在計劃中擁有藍色和綠色氫項目。空氣化工產品和化學品（APD）擁有強勁的資產負債表，並致力於低碳氫生產項目。雪佛龍（CVX）正在投資清潔能源項目，並計劃在加利福尼亞生產氫氣</p>

<p>While there is big potential for growth in the hydrogen economy, there is a need for deep pockets. <strong>Plug Power</strong> (NASDAQ: <strong>PLUG</strong>) was among the hottest hydrogen stocks. However, the company has struggled from a financing and execution perspective, and the stock has plunged. Therefore, I would look at blue-chip hydrogen stocks with high financial flexibility and expertise in the sector. This column discusses three names investors can buy and hold for long-term value creation.</p>
<div class="lb-trans"><p>在氫能經濟領域存在巨大增長潛力，但需要雄厚的資金實力。<strong>Plug Power</strong>（納斯達克股票代碼：<strong>PLUG</strong>）曾是最熱門的氫能股之一。然而，該公司在融資和執行方面遇到困難，股價大幅下跌。因此，我會關注具有高財務靈活性和行業專業知識的藍籌氫能股。本專欄討論了三家投資者可以長期持有以創造價值的公司。</p>
</div><p>Regarding the industry potential, it’s estimated that by 2050, the global demand for green hydrogen will vary from 150 to 500 million metric tonnes per year.</p>
<div class="lb-trans"><p>關於行業潛力，預計到 2050 年，全球對綠色氫的需求將在每年從 150 到 500 百萬公噸之間變化。</p>
</div><p>Currently, “almost all hydrogen produced worldwide is grey,” which means it is produced from natural gas.” In the coming years, investment in blue and green hydrogen projects will accelerate. The current pipeline already includes 1,400 announced projects that can supply 45 million tons per annum of clean hydrogen through 2030.</p>
<div class="lb-trans"><p>目前，“全球幾乎所有生產的氫氣都是灰色的”，這意味着它是從天然氣生產的。未來幾年，對藍色和綠色氫項目的投資將加速。當前的項目管線已經包括 1,400 個已宣佈的項目，到 2030 年可以提供每年 45 百萬噸的清潔氫氣。</p>
</div><p>With this potential, let’s discuss three blue-chip hydrogen stocks to buy for massive wealth creation.</p>
<div class="lb-trans"><p>有了這樣的潛力，讓我們討論三家可以買入以創造巨大財富的藍籌氫能股。</p>
</div><h2>Linde (LIN)</h2>
<div class="lb-trans"><h2>萊茵集團（LIN）</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: nitpicker / Shutterstock.com</p>
<div class="lb-trans"><p>圖片來源：nitpicker / Shutterstock.com</p>
</div><p><strong>Linde</strong> (NASDAQ:<strong>LIN</strong>) is among the top blue-chip hydrogen stocks to buy. The industrial gas company looks attractive for fresh exposure at current levels and offers a dividend yield of 1.23%. It’s worth noting that Linde already has deep expertise in the hydrogen sector. Further, the company is well positioned financially to make aggressive investments towards building the green hydrogen economy.</p>
<div class="lb-trans"><p><strong>萊茵集團</strong>（納斯達克股票代碼：<strong>LIN</strong>）是值得購買的頂級藍籌氫能股之一。這家工業氣體公司在當前水平上具有吸引力的新鮮投資機會，並提供 1.23% 的股息率。值得注意的是，萊茵集團已在氫能領域擁有深厚的專業知識。此外，該公司在財務上處於良好位置，可以積極投資於建設綠色氫經濟。</p>
</div><p>To elaborate, Linde operates the world’s first high-purity hydrogen storage cavern. The company also has a pipeline network of approximately 1,000 kilometres. Globally, Linde has 200 hydrogen refueling stations and 80 hydrogen electrolysis plants.</p>
<div class="lb-trans"><p>具體而言，萊茵集團運營着世界上第一個高純度氫氣儲存洞穴。該公司還擁有約 1,000 公里的管道網絡。在全球範圍內，萊茵集團擁有 200 個氫氣加註站和 80 個氫氣電解廠。</p>
</div><p>It’s worth noting that Linde has blue and green hydrogen projects in the pipeline. These include an increase in hydrogen production in the United States coupled with green hydrogen production facilities in Norway and Brazil.</p>
<div class="lb-trans"><p>值得注意的是，萊茵集團在管線中有藍色和綠色氫項目。這些項目包括增加美國的氫氣生產，以及在挪威和巴西建設綠色氫生產設施。</p>
</div><p>All things considered, the industrial gas company sees clean energy opportunities worth $50 billion for investing globally. A significant part of the investment will likely be directed towards hydrogen. The potential investments will provide ample scope for growth and value creation.</p>
<div class="lb-trans"><p>綜合考慮，這家工業氣體公司看到全球價值 500 億美元的清潔能源機會。其中相當一部分投資可能會用於氫能領域。這些潛在投資將為增長和價值創造提供充分空間。</p>
</div><h2>Air Products and Chemicals (APD)</h2>
<div class="lb-trans"><h2>空氣化工產品（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: Andy Borysowski / Shutterstock.com</p>
<div class="lb-trans"><p>圖片來源：Andy Borysowski / Shutterstock.com</p>
</div><p><strong>Air Products and Chemicals</strong> (NYSE:<strong>APD</strong>) is another industrial gas company with an attractive forward P/E of 21.3 times. APD stock also provides a robust dividend yield of 2.71%.</p>
<div class="lb-trans"><p><strong>空氣化工產品</strong>（紐約證券交易所股票代碼：<strong>APD</strong>）是另一傢俱有吸引人的 21.3 倍前瞻市盈率的工業氣體公司。APD 股票還提供 2.71% 的豐厚股息率。</p>
</div><p>It’s worth noting that Air Products has a strong balance sheet and high financial flexibility, which allows the company to make aggressive investments. The industrial gas company has committed to spending $15 billion on projects that will advance low-carbon hydrogen production, which is likely to translate into growth in the next few years.</p>
<div class="lb-trans"><p>值得注意的是，空氣化工產品擁有強勁的資產負債表和高財務靈活性，這使得公司能夠積極投資。該工業氣體公司已承諾在未來幾年投資 150 億美元用於推動低碳氫生產的項目，這有望在未來幾年帶來增長。</p>
</div><p>Among the major projects, the NEOM in Saudi Arabia is an equal production joint venture of ACWA Power, Air Products, and NEOM. It’s likely to be the world’s largest green-hydrogen-based ammonia production facility.</p>
<div class="lb-trans"><p>在主要項目中，沙特阿拉伯的 NEOM 是 ACWA Power、空氣化工產品和 NEOM 的平等生產合資企業。這很可能是世界上最大的基於綠色氫的氨生產設施。</p>
</div><p>Air Products will also build, own, and operate a 35-metric-ton-per-day facility to produce green liquid hydrogen in Massena, New York. Further, the Louisiana project is to produce over 750 million standard cubic feet per day of blue hydrogen.</p>
<div class="lb-trans"><p>空氣化工產品還將在紐約州馬塞納建造、擁有和運營一個每天生產 35 公噸綠色液態氫的設施。此外，路易斯安那州的項目將生產每天超過 750 百萬標準立方英尺的藍色氫。</p>
</div><h2>Chevron (CVX)</h2>
<div class="lb-trans"><h2>雪佛龍（CVX）</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: Denis Kuvaev / Shutterstock.com</p>
<div class="lb-trans"><p>圖片來源：Denis Kuvaev / Shutterstock.com</p>
</div><p><strong>Chevron</strong> (NYSE:<strong>CVX</strong>) is far from being a pure-play in the clean energy business. However, the oil &amp; gas major has robust financial flexibility and is making some big investments in the decarbonization theme. Overall, Chevron has plans to invest $10 billion in clean energy projects through 2028.</p>
<div class="lb-trans"><p><strong>雪佛龍</strong>（紐約證券交易所股票代碼：<strong>CVX</strong>）遠非清潔能源業務的純粹投資。然而，這家石油和天然氣巨頭擁有強大的財務靈活性，並正在對脱碳主題進行大規模投資。總體而言，雪佛龍計劃通過 2028 年在清潔能源項目上投資 100 億美元。</p>
</div><p>Oil has remained subdued due to macroeconomic headwinds, and CVX has remained sideways in the last 12 months. I see this as a good accumulation opportunity, as the stock also offers a robust dividend yield of 4.13%.</p>
<div class="lb-trans"><p>由於宏觀經濟風險，石油價格保持低迷，CVX 在過去 12 個月中保持橫盤。我認為這是一個很好的積累機會，因為該股還提供 4.13% 的豐厚股息率。</p>
</div><p>In February, Chevron announced that its facilities in California would produce hydrogen. The facility will be operational in 2026 and will have a capacity of 2.2 tons per day, which can fuel a vehicle for 132,000 miles.</p>
<div class="lb-trans"><p>今年 2 月，雪佛龍宣佈其加利福尼亞設施將生產氫氣。該設施將於 2026 年投入運營，每天產能為 2.2 噸，可以為一輛車提供 132,000 英里的燃料。</p>
</div><p>It’s worth noting that in September 2023, the exploration company acquired a majority stake in the world’s largest proposed storage facility for hydrogen. This is unsurprising, as Chevron produces one million tons of hydrogen annually. The acquisition is a likely step towards further expansion of hydrogen production.</p>
<div class="lb-trans"><p>值得注意的是，2023 年 9 月，這家勘探公司收購了世界上最大的擬議氫氣儲存設施的大部分股權。這並不奇怪，因為雪佛龍每年生產一百萬噸氫氣。這一收購很可能是進一步擴大氫氣生產的一步。</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</em> <em>Publishing Guidelines.</em></p>
<div class="lb-trans"><p><em>在本文發佈日期，Faisal Humayun 未持有（直接或間接）本文提及的任何證券頭寸。本文中表達的觀點屬於作者本人，受到 InvestorPlace.com 的</em> _發佈指南約束。</p>
</div><p><em>On the date of publication, the responsible editor did not have (either directly or</em> <em>indirectly) any positions in the securities mentioned in this article.</em></p>
<div class="lb-trans"><p>_在本文發佈日期，負責編輯未持有（直接或間接）本文提及的任何證券頭寸。</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 是一位擁有 12 年信用研究、股票研究和財務建模經驗的高級研究分析師。Faisal 撰寫了 1500 多篇股票特定文章，重點關注技術、能源和大宗商品領域。</p>
</div><p>Energy, Renewable Energy, Hydrogen</p>
<div class="lb-trans"><p>能源、可再生能源、氫能</p>
</div><p>Blue-Chip Stocks</p>
<div class="lb-trans"><p>藍籌股</p>
</div>

3 只藍籌氫能源股票，建議買入並持有至 2030 年