<p>電動汽車行業正面臨挑戰。宏觀經濟逆風影響了增長，激烈的競爭導致利潤率下擠。市場情緒已從看漲轉為明顯看跌。然而，如果有一個時機可以購買優質的電動汽車股票，那就是現在。本專欄關注三家正在朝着 EBITDA 水平盈利和更好基本面發展的充電樁股票。</p>
<p>討論行業復甦時間表並不容易。投資者應專注於基本面。耐心持有將在未來幾年創造財富。</p>
<p>電動汽車充電行業有充足的增長空間。到本年代末，美國的電動汽車充電站數量可能增至 3500 萬個。同樣，歐洲每年需要安裝 41 萬個公共充電樁，以滿足歐盟到 2030 年的 350 萬個充電樁目標。因此，我相信健康的增長將支撐電動汽車充電公司，有巨大的財富創造空間。</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>圖片來源：David Tonelson/Shutterstock.com</p>
<p><strong>Blink Charging</strong>（納斯達克：<strong>BLNK</strong>）股票今年以來基本呈橫盤走勢。然而，最近由於整體市場下行，出現了一些調整。我認為這是一個基本面上的良好買入機會。</p>
<p>首先，Blink 一直保持強勁的營收增長。2024 年第一季度，公司年度營收增長 73%，達到 3760 萬美元。全年，公司預計營收為 1.7 億美元（中間值）。</p>
<p>雖然全年營收增速相對會有所放緩，但公司在北美和歐洲有一個巨大的可尋址市場。因此，未來五年營收可能會繼續以健康的速度增長。</p>
<p>與此同時，Blink Charging 預計到 2024 年 12 月將實現正的調整後的 EBITDA。隨着運營槓桿和服務收入增長，我預計 EBITDA 利潤率擴張將在 2025 年持續。因此，隨着基本面的改善，BLNK 股票可能會走高。</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>圖片來源：Wirestock Creators / Shutterstock.com</p>
<p>我認為 <strong>Wallbox</strong>（紐約證券交易所：<strong>WBX</strong>）股票在當前 1.5 美元的價格點上被嚴重低估。隨着 EBITDA 盈虧平衡即將到來和流動性注入，我預計未來幾個季度會有上漲突破。</p>
<p>7 月底，Wallbox 宣佈從 <strong>Generac Power Systems</strong>（紐約證券交易所：<strong>GNRC</strong>）獲得 4500 萬美元投資，後者是全球領先的能源技術解決方案設計和製造商。這項投資增強了公司的財務靈活性，可能支持銷售增速。</p>
<p>2024 年第二季度，Wallbox 報告的營收為 4,880 萬歐元，同比增長 48%。這是該電動汽車充電公司有史以來最高的季度營收。值得注意的是，公司在 6 月實現了首個正的調整後的 EBITDA 月度。</p>
<p>通過最近的融資、直流充電器銷售的健康增長和產品組合的擴展，我看好 EBITDA 利潤率持續改善。一旦更廣泛的市場情緒改善，WBX 股票可能會大幅上漲。</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>圖片來源：Sundry Photography / Shutterstock.com</p>
<p>經歷持續調整後，<strong>EVgo</strong>（納斯達克：<strong>EVGO</strong>）股票今年以來一直呈橫盤走勢。最近由於強勁的 2024 年第二季度數據支撐，出現了一波反彈。我看好 EVGO 股票從超賣水平進一步上漲。</p>
<p>2024 年第二季度，EVgo 報告的營收同比增長 32.2%，達到 6660 萬美元。在該季度，公司安裝了 220 個新的直流快速充電樁。值得注意的是，公司的調整後 EBITDA 虧損縮小至 800 萬美元。公司截至 2024 年第二季度末的現金儲備為 1.62 億美元，可能用於支持積極的投資。</p>
<p>該電動汽車充電公司預計未來三到五年將擁有 7,000 個 EVgo 自有充電樁。EVgo 預計從這些自有充電樁中實現 6.4 億美元的營收和 2.04 億美元的調整後 EBITDA。因此，預測是看漲的。隨着未來幾個季度 EBITDA 利潤率的改善，我預計 EVgo 股票將保持上漲趨勢。</p>
<p>_在本文發佈日期，Faisal Humayun 未持有（直接或間接）本文提及證券的任何頭寸。本文中表達的意見屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</p>
<p>_在本文發佈日期，負責編輯未持有（直接或間接）本文提及證券的任何頭寸。</p>
<p>Faisal Humayun 是一位擁有 12 年行業經驗的高級研究分析師，專注於信用研究、股票研究和財務建模。Faisal 撰寫了 1500 多篇股票相關文章，重點關注科技、能源和大宗商品領域。</p>
<p>汽車、消費者自由支配、電動汽車</p>

BLNK

EVGO

<p>InvestorPlace 突出了三家電動汽車充電股票，它們即將實現 EBITDA 盈虧平衡，包括 Blink Charging（BLNK）、Wallbox（WBX）和 EVgo（EVGO）。這些股票具有強勁的營收增長和利潤率擴張潛力。電動汽車充電行業預計在未來幾年將迎來顯著增長，為財富創造提供機會</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>電動汽車行業正面臨挑戰。宏觀經濟逆風影響了增長，激烈的競爭導致利潤率下擠。市場情緒已從看漲轉為明顯看跌。然而，如果有一個時機可以購買優質的電動汽車股票，那就是現在。本專欄關注三家正在朝着 EBITDA 水平盈利和更好基本面發展的充電樁股票。</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>討論行業復甦時間表並不容易。投資者應專注於基本面。耐心持有將在未來幾年創造財富。</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>電動汽車充電行業有充足的增長空間。到本年代末，美國的電動汽車充電站數量可能增至 3500 萬個。同樣，歐洲每年需要安裝 41 萬個公共充電樁，以滿足歐盟到 2030 年的 350 萬個充電樁目標。因此，我相信健康的增長將支撐電動汽車充電公司，有巨大的財富創造空間。</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>圖片來源：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>（納斯達克：<strong>BLNK</strong>）股票今年以來基本呈橫盤走勢。然而，最近由於整體市場下行，出現了一些調整。我認為這是一個基本面上的良好買入機會。</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 一直保持強勁的營收增長。2024 年第一季度，公司年度營收增長 73%，達到 3760 萬美元。全年，公司預計營收為 1.7 億美元（中間值）。</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>雖然全年營收增速相對會有所放緩，但公司在北美和歐洲有一個巨大的可尋址市場。因此，未來五年營收可能會繼續以健康的速度增長。</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>與此同時，Blink Charging 預計到 2024 年 12 月將實現正的調整後的 EBITDA。隨着運營槓桿和服務收入增長，我預計 EBITDA 利潤率擴張將在 2025 年持續。因此，隨着基本面的改善，BLNK 股票可能會走高。</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>圖片來源：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>我認為 <strong>Wallbox</strong>（紐約證券交易所：<strong>WBX</strong>）股票在當前 1.5 美元的價格點上被嚴重低估。隨着 EBITDA 盈虧平衡即將到來和流動性注入，我預計未來幾個季度會有上漲突破。</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 宣佈從 <strong>Generac Power Systems</strong>（紐約證券交易所：<strong>GNRC</strong>）獲得 4500 萬美元投資，後者是全球領先的能源技術解決方案設計和製造商。這項投資增強了公司的財務靈活性，可能支持銷售增速。</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 報告的營收為 4,880 萬歐元，同比增長 48%。這是該電動汽車充電公司有史以來最高的季度營收。值得注意的是，公司在 6 月實現了首個正的調整後的 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>通過最近的融資、直流充電器銷售的健康增長和產品組合的擴展，我看好 EBITDA 利潤率持續改善。一旦更廣泛的市場情緒改善，WBX 股票可能會大幅上漲。</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>圖片來源：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>經歷持續調整後，<strong>EVgo</strong>（納斯達克：<strong>EVGO</strong>）股票今年以來一直呈橫盤走勢。最近由於強勁的 2024 年第二季度數據支撐，出現了一波反彈。我看好 EVGO 股票從超賣水平進一步上漲。</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 報告的營收同比增長 32.2%，達到 6660 萬美元。在該季度，公司安裝了 220 個新的直流快速充電樁。值得注意的是，公司的調整後 EBITDA 虧損縮小至 800 萬美元。公司截至 2024 年第二季度末的現金儲備為 1.62 億美元，可能用於支持積極的投資。</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>該電動汽車充電公司預計未來三到五年將擁有 7,000 個 EVgo 自有充電樁。EVgo 預計從這些自有充電樁中實現 6.4 億美元的營收和 2.04 億美元的調整後 EBITDA。因此，預測是看漲的。隨着未來幾個季度 EBITDA 利潤率的改善，我預計 EVgo 股票將保持上漲趨勢。</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>_在本文發佈日期，Faisal Humayun 未持有（直接或間接）本文提及證券的任何頭寸。本文中表達的意見屬於作者個人，遵守 InvestorPlace.com 的發佈準則。</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>_在本文發佈日期，負責編輯未持有（直接或間接）本文提及證券的任何頭寸。</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 年行業經驗的高級研究分析師，專注於信用研究、股票研究和財務建模。Faisal 撰寫了 1500 多篇股票相關文章，重點關注科技、能源和大宗商品領域。</p>
</div><p>Automotive, Consumer Discretionary, Electric Vehicles</p>
<div class="lb-trans"><p>汽車、消費者自由支配、電動汽車</p>
</div>

在實現 EBITDA 盈虧平衡之前值得購買的 3 只電動汽車充電股