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2021-11-26
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3 Renewable Energy Stocks We're Thankful for in 2021<blockquote>2021年我们值得感谢的3只可再生能源股票</blockquote>
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But values fell as the euphoria wore off and companies had to start proving they were worth high valuations.</p><p><blockquote><ul><li>SunPower终于在太阳能领域找到了出路。</li><li>人们可以通过投资Enphase Energy的产品(而不仅仅是其股票)获得丰厚的回报。</li><li>Lucid是今年迄今为止表现最好的汽车制造商。</li></ul>可再生能源股经历了疯狂的一年,随着市场推动整个行业走高,今年年初股价大幅上涨。但随着兴奋情绪消退,公司不得不开始证明自己值得高估值,股价下跌。</blockquote></p><p> Three of our contributors highlighted the renewable energy stocks they're thankful for and <b>SunPower</b>(NASDAQ:SPWR),<b>Enphase Energy</b>(NASDAQ:ENPH), and <b>Lucid Group</b>(NASDAQ:LCID) topped the list.</p><p><blockquote>我们的三位撰稿人强调了他们感谢的可再生能源股票<b>太阳电源</b>(纳斯达克:SPWR),<b>Enphase能源</b>(纳斯达克:ENPH),以及<b>Lucid集团</b>(纳斯达克:LCID)荣登榜首。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28ebdf457b8b47ba8bab9c2b0f74155\" tg-width=\"2000\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Finally focusing on residential solar</b></p><p><blockquote><b>最后关注住宅太阳能</b></blockquote></p><p> <b>Travis Hoium(SunPower):</b>The last few years have been a wild ride for SunPower. The company sold off its utility-scale solar business, spun off its solar panel manufacturing business, and is in the process of finding a buyer or other alternative for its commercial solar business. What's left is the residential solar installation business that's become one of the most valuable parts of the solar energy market. And you can see below that it's treated investors very well.</p><p><blockquote><b>特拉维斯·霍伊姆(SunPower):</b>过去几年对SunPower来说是一段疯狂的旅程。该公司出售了公用事业规模的太阳能业务,剥离了太阳能电池板制造业务,并正在为其商业太阳能业务寻找买家或其他替代方案。剩下的就是住宅太阳能安装业务,它已经成为太阳能市场最有价值的部分之一。您可以在下面看到,它对投资者的待遇非常好。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/153edab316184e1b7e084406d0753f3e\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>SPWR DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的SPWR数据</span></p></blockquote></p><p> I'm thankful that SunPower found a path to success on the market and can now focus on becoming a growth stock. The company has built the infrastructure to sell, design, install, and finance residential solar projects at scale, which is what the market is rewarding today. And it made a great deal in selling its inverter business to Enphase Energy for stock that ultimately saved the company.</p><p><blockquote>我很庆幸SunPower在市场上找到了一条成功之路,现在可以专注于成为成长型股票。该公司已经建立了大规模销售、设计、安装和融资住宅太阳能项目的基础设施,这就是当今市场的回报。该公司将其逆变器业务出售给Enphase Energy,以换取股票,最终拯救了该公司。</blockquote></p><p> The next few years will be important for SunPower's long-term prospects. If it can grow in residential solar and improve profitability along the way the stock could continue to rise. But solar installation has been a competitive business and companies have risen and fallen over the last decade. What I think will separate SunPower long-term is the ability to combine high-quality solar installations with energy storage and monitoring features. As all of these energy products come together, SunPower will keep giving us new energy products to be thankful for.</p><p><blockquote>未来几年对于SunPower的长期前景至关重要。如果住宅太阳能领域能够实现增长并提高盈利能力,该股可能会继续上涨。但太阳能安装一直是一个竞争激烈的行业,公司在过去十年中时好时坏。我认为SunPower的长期优势在于将高质量太阳能装置与储能和监控功能相结合的能力。随着所有这些能源产品走到一起,SunPower将继续为我们提供值得感谢的新能源产品。</blockquote></p><p> <b>An investment for the planet</b></p><p><blockquote><b>对地球的投资</b></blockquote></p><p> <b>Howard Smith(Enphase Energy):</b>I first heard of Enphase Energy seven years ago, when I was investigating adding solar panels to my roof. I didn't invest in the company, or even consider it at the time. It was just a name on the equipment controlling and monitoring the solar power coming into my home after I made the investment. Seven years later that investment in the solar panel system has about paid for itself -- including tax and other incentives -- and I wish I had bought Enphase stock more than 2,000% ago.</p><p><blockquote><b>霍华德·史密斯(Enphase Energy):</b>我第一次听说Enphase Energy是在七年前,当时我正在研究在我的屋顶上安装太阳能电池板。我当时没有投资公司,甚至没有考虑过。这只是我投资后控制和监控进入我家的太阳能的设备上的一个名字。七年后,对太阳能电池板系统的投资已经收回了成本——包括税收和其他激励措施——我希望我在2000%以上之前购买了Enphase股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8376c88917368014c7189a358b113d3e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>ENPH DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的ENPH数据</span></p></blockquote></p><p> My equipment may be the company's first-generation microinverter and related technologies, but Enphase recently released the eighth-generation microinverter system. The IQ8 is an all-in-one system that the company says is \"capable of forming a microgrid during a power outage using only sunlight, providing backup power even without a battery.\" While it is currently only available in North America, that will change soon as Enphase has been working to grow globally.</p><p><blockquote>我的设备可能是公司的第一代微型逆变器和相关技术,但Enphase最近发布了第八代微型逆变器系统。IQ8是一个一体化系统,该公司表示,“能够在停电期间仅利用阳光形成微电网,即使没有电池也能提供备用电源。”虽然它目前仅在北美上市,但随着Enphase一直致力于在全球范围内发展,这种情况很快就会改变。</blockquote></p><p> Enphase recently launched its battery storage system in Belgium and has also just expanded into Brazil and Italy. And the company is not just growing geographically, it is also adding to its addressable market base. Enphase just announced plans to acquire ClipperCreek, an electric vehicle (EV) charging solutions company.</p><p><blockquote>Enphase最近在比利时推出了电池存储系统,并刚刚扩展到巴西和意大利。该公司不仅在地域上不断增长,还在扩大其潜在市场基础。Enphase刚刚宣布计划收购电动汽车(EV)充电解决方案公司ClipperCreek。</blockquote></p><p> Enphase plans to integrate that technology into its product base giving its global distributors and installers another product to offer alongside its solar and battery technology systems. The move into the EV sector also gives Enphase a path \"to enable bi-directional charging capability for vehicle-to-home and vehicle-to-grid applications.\"</p><p><blockquote>Enphase计划将该技术集成到其产品基础中,为其全球分销商和安装商提供除太阳能和电池技术系统之外的另一种产品。进军电动汽车领域也为Enphase提供了一条“为车辆到家庭和车辆到电网应用实现双向充电能力”的途径。</blockquote></p><p> Investors who have held Enphase stock through its explosive growth are likely thankful they have remained patient. But the stock isn't the only part of Enphase to be thankful for this year. Enphase's products can provide nice returns on investment in and of themselves, while supporting the conversion to renewable energy that the entire planet can be thankful for as well.</p><p><blockquote>在Enphase股票爆炸式增长期间持有其股票的投资者可能会感谢他们保持了耐心。但这只股票并不是Enphase今年唯一值得庆幸的部分。Enphase的产品本身可以提供不错的投资回报,同时支持向可再生能源的转换,这也是整个地球都应该感谢的。</blockquote></p><p> <b>Good companies usually turn into good stocks, too</b></p><p><blockquote><b>好公司通常也会变成好股票</b></blockquote></p><p></p><p> <b>Daniel Foelber (Lucid Group):</b>From its pre-merger stint with Churchill Capital IV, to its merger in July, to reaching deliveries in late October, Lucid has given investors a wild, volatile, and quite often stressful experience in 2021. But so far this year, Lucid is the best-performing automaker in the world -- giving investors who have stayed the course a fourfold return.</p><p><blockquote><b>丹尼尔·福尔伯(Lucid Group):</b>从与Churchill Capital IV的合并前阶段,到7月份的合并,再到10月底的交付,Lucid在2021年给投资者带来了一次狂野、动荡且往往充满压力的经历。但今年到目前为止,Lucid是世界上表现最好的汽车制造商,为坚持到底的投资者带来了四倍的回报。</blockquote></p><p> In just a year, Lucid has transformed itself from an unproven company to a company with some of the best technology in the entire electric vehicle (EV) industry.</p><p><blockquote>在短短一年内,Lucid已经从一家未经证实的公司转变为一家拥有整个电动汽车(EV)行业一些最佳技术的公司。</blockquote></p><p> The short-term outlook looks impressive. Its balance sheet is rich with cash, its manufacturing plant has enough capacity to meet 2022 demand, reservations are now over 17,000, and it is on track to build 20 sales and service centers throughout the U.S. and Canada before year-end.</p><p><blockquote>短期前景看起来令人印象深刻。其资产负债表现金充裕,制造工厂有足够的产能满足2022年的需求,目前预订量超过17,000份,并有望在年底前在美国和加拿大建立20个销售和服务中心。</blockquote></p><p> The medium-term outlook looks excellent as well. In 2022,the company expects to be producing four versions of the Lucid Air sedan at price points ranging from $77,400 to $169,000. It's also further growing its manufacturing capacity to 50,000 units by 2022 so it can handle production of the Air and Gravity SUV in 2023.</p><p><blockquote>中期前景看起来也很好。2022年,该公司预计将生产四个版本的Lucid Air轿车,价格从77,400美元到169,000美元不等。到2022年,该公司还将产能进一步提高到50,000辆,以便能够在2023年生产Air and Gravity SUV。</blockquote></p><p> Over the long term, Lucid expects to expand into Saudi Arabia and China, its second- and third-largest markets by demand. By 2026, it expects to deliver over 250,000 units. It also plans to grow its manufacturing capacity to 500,000 units by the end of the decade.</p><p><blockquote>从长远来看,Lucid预计将扩展到沙特阿拉伯和中国,这是其需求第二和第三大市场。到2026年,预计交付量将超过25万台。它还计划到本世纪末将其制造能力提高到50万台。</blockquote></p><p> Over the last three months, share prices of Lucid have dipped as low as $16.12 per share and as high as $57.44 a share. To say it has been a rocky road would be an understatement. Yet despite the volatility, long-term investors hope that Lucid's growth story is maybe only in the first or second inning. The lesson here is that winning technology and a competent management team able to deliver on promisesis what makes a great company. As long as Lucid continues to capture market share and charts a path toward profitability, investors are likely to be thankful for years to come.</p><p><blockquote>过去三个月,Lucid的股价最低跌至每股16.12美元,最高跌至每股57.44美元。说这是一条崎岖不平的道路是一种保守的说法。然而,尽管存在波动,长期投资者仍希望Lucid的增长故事可能只是在第一局或第二局。这里的教训是,获胜的技术和能够兑现承诺的有能力的管理团队是一家伟大公司的基础。只要Lucid继续占领市场份额并开辟盈利之路,投资者在未来几年可能会心存感激。</blockquote></p><p> <b>A lot to be thankful for</b></p><p><blockquote><b>有很多值得感谢的事情</b></blockquote></p><p> Not only are these companies building the infrastructure to reduce emissions and provide clean energy for the world, they're giving investors market-beating returns. That's a win-win combination in energy and we're thankful for these stocks as a result.</p><p><blockquote>这些公司不仅在建设基础设施以减少排放并为世界提供清洁能源,还为投资者带来了跑赢市场的回报。这是能源领域的双赢组合,因此我们感谢这些股票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Renewable Energy Stocks We're Thankful for in 2021<blockquote>2021年我们值得感谢的3只可再生能源股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Renewable Energy Stocks We're Thankful for in 2021<blockquote>2021年我们值得感谢的3只可再生能源股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-26 08:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>SunPower has finally found its way in solar energy.</li> <li>People can earn nice returns with investments in Enphase Energy's products, not just its stock.</li> <li>Lucid is the best-performing automaker so far this year.</li> </ul> Renewable energy stocks have had a wild year, jumping early in the year as the market pushed the entire sector higher. But values fell as the euphoria wore off and companies had to start proving they were worth high valuations.</p><p><blockquote><ul><li>SunPower终于在太阳能领域找到了出路。</li><li>人们可以通过投资Enphase Energy的产品(而不仅仅是其股票)获得丰厚的回报。</li><li>Lucid是今年迄今为止表现最好的汽车制造商。</li></ul>可再生能源股经历了疯狂的一年,随着市场推动整个行业走高,今年年初股价大幅上涨。但随着兴奋情绪消退,公司不得不开始证明自己值得高估值,股价下跌。</blockquote></p><p> Three of our contributors highlighted the renewable energy stocks they're thankful for and <b>SunPower</b>(NASDAQ:SPWR),<b>Enphase Energy</b>(NASDAQ:ENPH), and <b>Lucid Group</b>(NASDAQ:LCID) topped the list.</p><p><blockquote>我们的三位撰稿人强调了他们感谢的可再生能源股票<b>太阳电源</b>(纳斯达克:SPWR),<b>Enphase能源</b>(纳斯达克:ENPH),以及<b>Lucid集团</b>(纳斯达克:LCID)荣登榜首。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28ebdf457b8b47ba8bab9c2b0f74155\" tg-width=\"2000\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>Finally focusing on residential solar</b></p><p><blockquote><b>最后关注住宅太阳能</b></blockquote></p><p> <b>Travis Hoium(SunPower):</b>The last few years have been a wild ride for SunPower. The company sold off its utility-scale solar business, spun off its solar panel manufacturing business, and is in the process of finding a buyer or other alternative for its commercial solar business. What's left is the residential solar installation business that's become one of the most valuable parts of the solar energy market. And you can see below that it's treated investors very well.</p><p><blockquote><b>特拉维斯·霍伊姆(SunPower):</b>过去几年对SunPower来说是一段疯狂的旅程。该公司出售了公用事业规模的太阳能业务,剥离了太阳能电池板制造业务,并正在为其商业太阳能业务寻找买家或其他替代方案。剩下的就是住宅太阳能安装业务,它已经成为太阳能市场最有价值的部分之一。您可以在下面看到,它对投资者的待遇非常好。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/153edab316184e1b7e084406d0753f3e\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>SPWR DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的SPWR数据</span></p></blockquote></p><p> I'm thankful that SunPower found a path to success on the market and can now focus on becoming a growth stock. The company has built the infrastructure to sell, design, install, and finance residential solar projects at scale, which is what the market is rewarding today. And it made a great deal in selling its inverter business to Enphase Energy for stock that ultimately saved the company.</p><p><blockquote>我很庆幸SunPower在市场上找到了一条成功之路,现在可以专注于成为成长型股票。该公司已经建立了大规模销售、设计、安装和融资住宅太阳能项目的基础设施,这就是当今市场的回报。该公司将其逆变器业务出售给Enphase Energy,以换取股票,最终拯救了该公司。</blockquote></p><p> The next few years will be important for SunPower's long-term prospects. If it can grow in residential solar and improve profitability along the way the stock could continue to rise. But solar installation has been a competitive business and companies have risen and fallen over the last decade. What I think will separate SunPower long-term is the ability to combine high-quality solar installations with energy storage and monitoring features. As all of these energy products come together, SunPower will keep giving us new energy products to be thankful for.</p><p><blockquote>未来几年对于SunPower的长期前景至关重要。如果住宅太阳能领域能够实现增长并提高盈利能力,该股可能会继续上涨。但太阳能安装一直是一个竞争激烈的行业,公司在过去十年中时好时坏。我认为SunPower的长期优势在于将高质量太阳能装置与储能和监控功能相结合的能力。随着所有这些能源产品走到一起,SunPower将继续为我们提供值得感谢的新能源产品。</blockquote></p><p> <b>An investment for the planet</b></p><p><blockquote><b>对地球的投资</b></blockquote></p><p> <b>Howard Smith(Enphase Energy):</b>I first heard of Enphase Energy seven years ago, when I was investigating adding solar panels to my roof. I didn't invest in the company, or even consider it at the time. It was just a name on the equipment controlling and monitoring the solar power coming into my home after I made the investment. Seven years later that investment in the solar panel system has about paid for itself -- including tax and other incentives -- and I wish I had bought Enphase stock more than 2,000% ago.</p><p><blockquote><b>霍华德·史密斯(Enphase Energy):</b>我第一次听说Enphase Energy是在七年前,当时我正在研究在我的屋顶上安装太阳能电池板。我当时没有投资公司,甚至没有考虑过。这只是我投资后控制和监控进入我家的太阳能的设备上的一个名字。七年后,对太阳能电池板系统的投资已经收回了成本——包括税收和其他激励措施——我希望我在2000%以上之前购买了Enphase股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8376c88917368014c7189a358b113d3e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>ENPH DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的ENPH数据</span></p></blockquote></p><p> My equipment may be the company's first-generation microinverter and related technologies, but Enphase recently released the eighth-generation microinverter system. The IQ8 is an all-in-one system that the company says is \"capable of forming a microgrid during a power outage using only sunlight, providing backup power even without a battery.\" While it is currently only available in North America, that will change soon as Enphase has been working to grow globally.</p><p><blockquote>我的设备可能是公司的第一代微型逆变器和相关技术,但Enphase最近发布了第八代微型逆变器系统。IQ8是一个一体化系统,该公司表示,“能够在停电期间仅利用阳光形成微电网,即使没有电池也能提供备用电源。”虽然它目前仅在北美上市,但随着Enphase一直致力于在全球范围内发展,这种情况很快就会改变。</blockquote></p><p> Enphase recently launched its battery storage system in Belgium and has also just expanded into Brazil and Italy. And the company is not just growing geographically, it is also adding to its addressable market base. Enphase just announced plans to acquire ClipperCreek, an electric vehicle (EV) charging solutions company.</p><p><blockquote>Enphase最近在比利时推出了电池存储系统,并刚刚扩展到巴西和意大利。该公司不仅在地域上不断增长,还在扩大其潜在市场基础。Enphase刚刚宣布计划收购电动汽车(EV)充电解决方案公司ClipperCreek。</blockquote></p><p> Enphase plans to integrate that technology into its product base giving its global distributors and installers another product to offer alongside its solar and battery technology systems. The move into the EV sector also gives Enphase a path \"to enable bi-directional charging capability for vehicle-to-home and vehicle-to-grid applications.\"</p><p><blockquote>Enphase计划将该技术集成到其产品基础中,为其全球分销商和安装商提供除太阳能和电池技术系统之外的另一种产品。进军电动汽车领域也为Enphase提供了一条“为车辆到家庭和车辆到电网应用实现双向充电能力”的途径。</blockquote></p><p> Investors who have held Enphase stock through its explosive growth are likely thankful they have remained patient. But the stock isn't the only part of Enphase to be thankful for this year. Enphase's products can provide nice returns on investment in and of themselves, while supporting the conversion to renewable energy that the entire planet can be thankful for as well.</p><p><blockquote>在Enphase股票爆炸式增长期间持有其股票的投资者可能会感谢他们保持了耐心。但这只股票并不是Enphase今年唯一值得庆幸的部分。Enphase的产品本身可以提供不错的投资回报,同时支持向可再生能源的转换,这也是整个地球都应该感谢的。</blockquote></p><p> <b>Good companies usually turn into good stocks, too</b></p><p><blockquote><b>好公司通常也会变成好股票</b></blockquote></p><p></p><p> <b>Daniel Foelber (Lucid Group):</b>From its pre-merger stint with Churchill Capital IV, to its merger in July, to reaching deliveries in late October, Lucid has given investors a wild, volatile, and quite often stressful experience in 2021. But so far this year, Lucid is the best-performing automaker in the world -- giving investors who have stayed the course a fourfold return.</p><p><blockquote><b>丹尼尔·福尔伯(Lucid Group):</b>从与Churchill Capital IV的合并前阶段,到7月份的合并,再到10月底的交付,Lucid在2021年给投资者带来了一次狂野、动荡且往往充满压力的经历。但今年到目前为止,Lucid是世界上表现最好的汽车制造商,为坚持到底的投资者带来了四倍的回报。</blockquote></p><p> In just a year, Lucid has transformed itself from an unproven company to a company with some of the best technology in the entire electric vehicle (EV) industry.</p><p><blockquote>在短短一年内,Lucid已经从一家未经证实的公司转变为一家拥有整个电动汽车(EV)行业一些最佳技术的公司。</blockquote></p><p> The short-term outlook looks impressive. Its balance sheet is rich with cash, its manufacturing plant has enough capacity to meet 2022 demand, reservations are now over 17,000, and it is on track to build 20 sales and service centers throughout the U.S. and Canada before year-end.</p><p><blockquote>短期前景看起来令人印象深刻。其资产负债表现金充裕,制造工厂有足够的产能满足2022年的需求,目前预订量超过17,000份,并有望在年底前在美国和加拿大建立20个销售和服务中心。</blockquote></p><p> The medium-term outlook looks excellent as well. In 2022,the company expects to be producing four versions of the Lucid Air sedan at price points ranging from $77,400 to $169,000. It's also further growing its manufacturing capacity to 50,000 units by 2022 so it can handle production of the Air and Gravity SUV in 2023.</p><p><blockquote>中期前景看起来也很好。2022年,该公司预计将生产四个版本的Lucid Air轿车,价格从77,400美元到169,000美元不等。到2022年,该公司还将产能进一步提高到50,000辆,以便能够在2023年生产Air and Gravity SUV。</blockquote></p><p> Over the long term, Lucid expects to expand into Saudi Arabia and China, its second- and third-largest markets by demand. By 2026, it expects to deliver over 250,000 units. It also plans to grow its manufacturing capacity to 500,000 units by the end of the decade.</p><p><blockquote>从长远来看,Lucid预计将扩展到沙特阿拉伯和中国,这是其需求第二和第三大市场。到2026年,预计交付量将超过25万台。它还计划到本世纪末将其制造能力提高到50万台。</blockquote></p><p> Over the last three months, share prices of Lucid have dipped as low as $16.12 per share and as high as $57.44 a share. To say it has been a rocky road would be an understatement. Yet despite the volatility, long-term investors hope that Lucid's growth story is maybe only in the first or second inning. The lesson here is that winning technology and a competent management team able to deliver on promisesis what makes a great company. As long as Lucid continues to capture market share and charts a path toward profitability, investors are likely to be thankful for years to come.</p><p><blockquote>过去三个月,Lucid的股价最低跌至每股16.12美元,最高跌至每股57.44美元。说这是一条崎岖不平的道路是一种保守的说法。然而,尽管存在波动,长期投资者仍希望Lucid的增长故事可能只是在第一局或第二局。这里的教训是,获胜的技术和能够兑现承诺的有能力的管理团队是一家伟大公司的基础。只要Lucid继续占领市场份额并开辟盈利之路,投资者在未来几年可能会心存感激。</blockquote></p><p> <b>A lot to be thankful for</b></p><p><blockquote><b>有很多值得感谢的事情</b></blockquote></p><p> Not only are these companies building the infrastructure to reduce emissions and provide clean energy for the world, they're giving investors market-beating returns. That's a win-win combination in energy and we're thankful for these stocks as a result.</p><p><blockquote>这些公司不仅在建设基础设施以减少排放并为世界提供清洁能源,还为投资者带来了跑赢市场的回报。这是能源领域的双赢组合,因此我们感谢这些股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/25/3-energy-stocks-were-thankful-for-in-2021/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ENPH":"Enphase Energy","SPWR":"Sunpower Inc.","LCID":"Lucid Group Inc"},"source_url":"https://www.fool.com/investing/2021/11/25/3-energy-stocks-were-thankful-for-in-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191667572","content_text":"Key Points\n\nSunPower has finally found its way in solar energy.\nPeople can earn nice returns with investments in Enphase Energy's products, not just its stock.\nLucid is the best-performing automaker so far this year.\n\nRenewable energy stocks have had a wild year, jumping early in the year as the market pushed the entire sector higher. But values fell as the euphoria wore off and companies had to start proving they were worth high valuations.\nThree of our contributors highlighted the renewable energy stocks they're thankful for and SunPower(NASDAQ:SPWR),Enphase Energy(NASDAQ:ENPH), and Lucid Group(NASDAQ:LCID) topped the list.\nIMAGE SOURCE: GETTY IMAGES.\nFinally focusing on residential solar\nTravis Hoium(SunPower):The last few years have been a wild ride for SunPower. The company sold off its utility-scale solar business, spun off its solar panel manufacturing business, and is in the process of finding a buyer or other alternative for its commercial solar business. What's left is the residential solar installation business that's become one of the most valuable parts of the solar energy market. And you can see below that it's treated investors very well.\nSPWR DATA BY YCHARTS\nI'm thankful that SunPower found a path to success on the market and can now focus on becoming a growth stock. The company has built the infrastructure to sell, design, install, and finance residential solar projects at scale, which is what the market is rewarding today. And it made a great deal in selling its inverter business to Enphase Energy for stock that ultimately saved the company.\nThe next few years will be important for SunPower's long-term prospects. If it can grow in residential solar and improve profitability along the way the stock could continue to rise. But solar installation has been a competitive business and companies have risen and fallen over the last decade. What I think will separate SunPower long-term is the ability to combine high-quality solar installations with energy storage and monitoring features. As all of these energy products come together, SunPower will keep giving us new energy products to be thankful for.\nAn investment for the planet\nHoward Smith(Enphase Energy):I first heard of Enphase Energy seven years ago, when I was investigating adding solar panels to my roof. I didn't invest in the company, or even consider it at the time. It was just a name on the equipment controlling and monitoring the solar power coming into my home after I made the investment. Seven years later that investment in the solar panel system has about paid for itself -- including tax and other incentives -- and I wish I had bought Enphase stock more than 2,000% ago.\nENPH DATA BY YCHARTS\nMy equipment may be the company's first-generation microinverter and related technologies, but Enphase recently released the eighth-generation microinverter system. The IQ8 is an all-in-one system that the company says is \"capable of forming a microgrid during a power outage using only sunlight, providing backup power even without a battery.\" While it is currently only available in North America, that will change soon as Enphase has been working to grow globally.\nEnphase recently launched its battery storage system in Belgium and has also just expanded into Brazil and Italy. And the company is not just growing geographically, it is also adding to its addressable market base. Enphase just announced plans to acquire ClipperCreek, an electric vehicle (EV) charging solutions company.\nEnphase plans to integrate that technology into its product base giving its global distributors and installers another product to offer alongside its solar and battery technology systems. The move into the EV sector also gives Enphase a path \"to enable bi-directional charging capability for vehicle-to-home and vehicle-to-grid applications.\"\nInvestors who have held Enphase stock through its explosive growth are likely thankful they have remained patient. But the stock isn't the only part of Enphase to be thankful for this year. Enphase's products can provide nice returns on investment in and of themselves, while supporting the conversion to renewable energy that the entire planet can be thankful for as well.\nGood companies usually turn into good stocks, too\nDaniel Foelber (Lucid Group):From its pre-merger stint with Churchill Capital IV, to its merger in July, to reaching deliveries in late October, Lucid has given investors a wild, volatile, and quite often stressful experience in 2021. But so far this year, Lucid is the best-performing automaker in the world -- giving investors who have stayed the course a fourfold return.\nIn just a year, Lucid has transformed itself from an unproven company to a company with some of the best technology in the entire electric vehicle (EV) industry.\nThe short-term outlook looks impressive. Its balance sheet is rich with cash, its manufacturing plant has enough capacity to meet 2022 demand, reservations are now over 17,000, and it is on track to build 20 sales and service centers throughout the U.S. and Canada before year-end.\nThe medium-term outlook looks excellent as well. In 2022,the company expects to be producing four versions of the Lucid Air sedan at price points ranging from $77,400 to $169,000. It's also further growing its manufacturing capacity to 50,000 units by 2022 so it can handle production of the Air and Gravity SUV in 2023.\nOver the long term, Lucid expects to expand into Saudi Arabia and China, its second- and third-largest markets by demand. By 2026, it expects to deliver over 250,000 units. It also plans to grow its manufacturing capacity to 500,000 units by the end of the decade.\nOver the last three months, share prices of Lucid have dipped as low as $16.12 per share and as high as $57.44 a share. To say it has been a rocky road would be an understatement. Yet despite the volatility, long-term investors hope that Lucid's growth story is maybe only in the first or second inning. The lesson here is that winning technology and a competent management team able to deliver on promisesis what makes a great company. As long as Lucid continues to capture market share and charts a path toward profitability, investors are likely to be thankful for years to come.\nA lot to be thankful for\nNot only are these companies building the infrastructure to reduce emissions and provide clean energy for the world, they're giving investors market-beating returns. That's a win-win combination in energy and we're thankful for these stocks as a result.","news_type":1,"symbols_score_info":{"ENPH":0.9,"SPWR":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":398,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/877391816"}
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