<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>電動汽車（EV）股票今年大多出現分化，Blink Charging（BLNK）和 ChargePoint（CHPT）今年下跌超過 46% 和 20.5%，而 EVGo（EVGO）上漲超過 25%。</p>
<p>過去 12 個月也出現了相同的趨勢，Blink 和 ChargePoint 下跌了 55% 和 74%，而 EVGo 上漲了近 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 的強勁增長</h2>
<p>EVGo 的股價表現良好，這是因為過去幾年其營收和網絡增長強勁。它已經新增了超過 100 萬客户賬户，開設了超過 1,000 個地點、遍佈美國 35 個州的 3,440 個充電樁。</p>
<p>最近的業績顯示，公司上個季度的業務表現相當不錯。營收增長 32%，達到 6660 萬美元，得益於其充電網絡帶來的 3640 萬美元。</p>
<p>公司的營收增長是因為該公司在季度內新增了 220 個充電樁，使其總千瓦時躍升至超過 66 千兆瓦時。該季度還新增了 13.1 萬客户賬户。</p>
<p>然而，公司在該季度繼續虧損數額可觀。淨虧損達 2900 萬美元，高於 2023 年同期的 2150 萬美元。今年前六個月，其營收增至 1.21 億美元，淨虧損收窄至 5780 萬美元。</p>
<p>這些結果表明，隨着美國電動汽車數量的增加，該公司在不斷擴大其網絡的同時表現良好。</p>
<p>該公司還提高了全年的業績指引，預計營收將在 2.4 億美元至 2.7 億美元之間。</p>
<h2>Blink Charging 和 ChargePoint 表現不佳</h2>
<p>另一方面，Blink Charging 和 ChargePoint 表現不佳。在最近的財務業績中，Blink Charging 表示，其營收略有增長，從 2023 年同期的 3280 萬美元上升至 3330 萬美元。</p>
<p>其產品營收下降 4.1%，至 2350 萬美元，而服務和其他收入分別增長 15% 和 29.4%，至 800 萬美元和 168 萬美元。</p>
<p>值得注意的是，該公司將其未來營收指引下調至 1.45 億美元至 1.55 億美元。它還延長了實現正面 EBITDA 的時間表，並更換了管理層。</p>
<p>此外，其現金燃燒持續，導致其現金及現金等價物從去年 12 月的 1.216 億美元降至 7380 萬美元。</p>
<p>另一方面，ChargePoint 將於 9 月 4 日公佈其財務業績。其第一季度業績顯示，其營收持續放緩，下降 18%，至 1.07 億美元，毛利率從 23% 下降至 22%，淨虧損上升至 7100 萬美元。</p>
<p>分析師預計 ChargePoint 的營收將達到 1.13 億美元，低於 2023 年同期的 1.44 億美元。該公司的資產負債表表現不佳，現金從 1 月的 3.27 億美元降至 2.61 億美元。</p>
<p>ChargePoint 面臨的風險是公司可能需要籌集額外資本，稀釋現有股東的持股。多年來，未償股份數量已從 2021 年的 2290 萬股增至 4.25 億股以上，因為公司已籌集了大量資金。</p>
<h2>EVGo 似乎是更好的投資</h2>
<p>未來幾年，電動汽車充電行業可能表現良好，因為道路上的電動汽車數量持續增加。</p>
<p>儘管電動汽車的增長放緩，但 Rivian、特斯拉和 Lucid 等公司仍在銷售數千輛汽車。美國的電動汽車數量超過 240 萬輛，這一數字將繼續增長。預計到 2028 年，電動汽車將佔美國所有銷售的約 17%。</p>
<p>這種增長意味着對快速充電基礎設施的需求將繼續增長。因此，像 EVGo 這樣的公司將繼續長期保持強勁增長。</p>
<p>出於幾個原因，EVGo 似乎是更好的電動汽車充電股票。它是唯一一家在增長、擁有強勁資產負債表並明確走向盈利的電動汽車充電公司。</p>
<h2>EVGo 股價分析</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，公司的股價技術面支撐良好。在日線圖上，我們看到股價形成了金叉圖案，即 200 日和 50 日移動平均線。在大多數情況下，這是市場上最受歡迎的看漲信號之一。</p>
<p>這種反彈是我在七月預測的，發生在股價形成了三底圖案之後，這是一個常見的看漲信號。股價即將觸及 4.70 美元的重要阻力點，這是 8 月 1 日的最高點。</p>
<p>此外，相對強弱指數（RSI）和移動平均散列圖（MACD）已經上穿中性點。因此，股價可能會繼續上漲，多頭將瞄準 5.95 美元的關鍵點，這是去年 8 月 3 日的最高水平。</p>
<p>本文來源：Invezz，原文鏈接：Here’s why EVGo stock is beating Blink Charging and ChargePoint</p>

EVGO

<p>今年，EVGo 股票表現優於 Blink Charging 和 ChargePoint，上漲超過 25%，而 Blink 和 ChargePoint 分別下跌了 46% 和 20.5%。EVGo 的營收增長了 32%，達到了 2,260 萬美元，得益於網絡增長，儘管公司報告了一筆 1700 萬美元的淨虧損。該公司新增了超過 100 萬個賬户和 3,440 個充電樁。相比之下，Blink 的營收略有增長，但它下調了業績指引，而 ChargePoint 面臨潛在的資本稀釋。隨着美國電動汽車銷量的增長，EVGo 似乎更有利於在電動汽車充電市場中實現增長</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>電動汽車（EV）股票今年大多出現分化，Blink Charging（BLNK）和 ChargePoint（CHPT）今年下跌超過 46% 和 20.5%，而 EVGo（EVGO）上漲超過 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>過去 12 個月也出現了相同的趨勢，Blink 和 ChargePoint 下跌了 55% 和 74%，而 EVGo 上漲了近 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 的強勁增長</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 的股價表現良好，這是因為過去幾年其營收和網絡增長強勁。它已經新增了超過 100 萬客户賬户，開設了超過 1,000 個地點、遍佈美國 35 個州的 3,440 個充電樁。</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>最近的業績顯示，公司上個季度的業務表現相當不錯。營收增長 32%，達到 6660 萬美元，得益於其充電網絡帶來的 3640 萬美元。</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>公司的營收增長是因為該公司在季度內新增了 220 個充電樁，使其總千瓦時躍升至超過 66 千兆瓦時。該季度還新增了 13.1 萬客户賬户。</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，公司在該季度繼續虧損數額可觀。淨虧損達 2900 萬美元，高於 2023 年同期的 2150 萬美元。今年前六個月，其營收增至 1.21 億美元，淨虧損收窄至 5780 萬美元。</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>這些結果表明，隨着美國電動汽車數量的增加，該公司在不斷擴大其網絡的同時表現良好。</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>該公司還提高了全年的業績指引，預計營收將在 2.4 億美元至 2.7 億美元之間。</p>
</div><h2>Blink Charging and ChargePoint are not doing well</h2>
<div class="lb-trans"><h2>Blink Charging 和 ChargePoint 表現不佳</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 表現不佳。在最近的財務業績中，Blink Charging 表示，其營收略有增長，從 2023 年同期的 3280 萬美元上升至 3330 萬美元。</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>其產品營收下降 4.1%，至 2350 萬美元，而服務和其他收入分別增長 15% 和 29.4%，至 800 萬美元和 168 萬美元。</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，該公司將其未來營收指引下調至 1.45 億美元至 1.55 億美元。它還延長了實現正面 EBITDA 的時間表，並更換了管理層。</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，其現金燃燒持續，導致其現金及現金等價物從去年 12 月的 1.216 億美元降至 7380 萬美元。</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 將於 9 月 4 日公佈其財務業績。其第一季度業績顯示，其營收持續放緩，下降 18%，至 1.07 億美元，毛利率從 23% 下降至 22%，淨虧損上升至 7100 萬美元。</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>分析師預計 ChargePoint 的營收將達到 1.13 億美元，低於 2023 年同期的 1.44 億美元。該公司的資產負債表表現不佳，現金從 1 月的 3.27 億美元降至 2.61 億美元。</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 面臨的風險是公司可能需要籌集額外資本，稀釋現有股東的持股。多年來，未償股份數量已從 2021 年的 2290 萬股增至 4.25 億股以上，因為公司已籌集了大量資金。</p>
</div><h2>EVGo seems like a better investment</h2>
<div class="lb-trans"><h2>EVGo 似乎是更好的投資</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>未來幾年，電動汽車充電行業可能表現良好，因為道路上的電動汽車數量持續增加。</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>儘管電動汽車的增長放緩，但 Rivian、特斯拉和 Lucid 等公司仍在銷售數千輛汽車。美國的電動汽車數量超過 240 萬輛，這一數字將繼續增長。預計到 2028 年，電動汽車將佔美國所有銷售的約 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>這種增長意味着對快速充電基礎設施的需求將繼續增長。因此，像 EVGo 這樣的公司將繼續長期保持強勁增長。</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>出於幾個原因，EVGo 似乎是更好的電動汽車充電股票。它是唯一一家在增長、擁有強勁資產負債表並明確走向盈利的電動汽車充電公司。</p>
</div><h2>EVGo stock price analysis</h2>
<div class="lb-trans"><h2>EVGo 股價分析</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，公司的股價技術面支撐良好。在日線圖上，我們看到股價形成了金叉圖案，即 200 日和 50 日移動平均線。在大多數情況下，這是市場上最受歡迎的看漲信號之一。</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>這種反彈是我在七月預測的，發生在股價形成了三底圖案之後，這是一個常見的看漲信號。股價即將觸及 4.70 美元的重要阻力點，這是 8 月 1 日的最高點。</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，相對強弱指數（RSI）和移動平均散列圖（MACD）已經上穿中性點。因此，股價可能會繼續上漲，多頭將瞄準 5.95 美元的關鍵點，這是去年 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>本文來源：Invezz，原文鏈接：Here’s why EVGo stock is beating Blink Charging and ChargePoint</p>
</div>

以下是 EVgo 股票優於 Blink Charging 和 ChargePoint 的原因