Barrons.com
Electric-vehicle stocks were charged up Monday, riding a wave of optimism after Congress passed a $1 trillion infrastructure package that provides billions of dollars of funding for the EV industry.
週一,在美國國會通過了一項1萬億美元的基礎設施一攬子計劃,為電動汽車行業提供數十億美元的資金後,電動汽車類股大幅上漲,引發了一波樂觀情緒。
The measure passed by the House Friday evening provides $7.5 billion for building a network of electric-vehicle chargers over five years, with the potential for additional funding.
眾議院週五晚間通過的這項措施提供了75億美元,用於在五年內建設電動汽車充電器網絡,並有可能提供額外資金。
The bill allocates $5 billion to expand EV-charging stations along highways and an additional $2.5 billion for other charging alternatives such as hydrogen-fueling infrastructure. In a speech on Friday, President Joe Biden said the funding could help build more than 500,000 charging stations, and help make 50% of vehicles electric by 2030.
該法案撥出50億美元用於擴建高速公路沿線的電動汽車充電站,並另外撥出25億美元用於其他充電方式,如氫氣燃料基礎設施。在週五的一次演講中,美國總統喬·拜登(Joe Biden)表示,這筆資金可以幫助建造50多萬個充電站,並幫助到2030年讓50%的汽車成為電動汽車。
"You'll be able to go across the whole darn country, from East Coast to West Coast, just like you'd stop at a gas station now," Biden said. "These charging stations will be available."
拜登説:“你可以穿越整個該死的國家,從東海岸到西海岸,就像你現在在加油站停下來一樣。”“這些充電站將投入使用。”
The bill also directs $7.5 billion for procuring electric and low-emissions school buses and ferries.
該法案還指定75億美元用於採購電動和低排放校車和渡輪。
Investors drove stocks related to electric-vehicle charging higher in premarket trading Monday.
在週一的盤前交易中,投資者推動與電動汽車充電相關的股票走高。
ChargePoint Holdings (ticker: CHPT), the most valuable EV charging company by market cap, was up 14.4%. EVgo (EVGO), a close competitor with more than 800- charging locations, was up 16.2%. Volta (VLTA) gained 20%, and Blink Charging (BLNK) was up 9%.
市值最高的電動汽車充電公司ChargePoint Holdings(股票代碼:CHPT)上漲14.4%。擁有800多個充電點的強勁競爭對手eVgo股價上漲16.2%。沃爾塔(Volta)上漲了20%,閃電(BLNK)上漲了9%。
A separate bill investing in what Democrats call "human infrastructure" contains more measures for encouraging the adoption of electric vehicles. The bill provides tax credits for EV-buyers that could rise as high as $12,500.
另一項投資於民主黨人所稱的“人力基礎設施”的法案包含了更多鼓勵採用電動汽車的措施。該法案為電動汽車購買者提供税收抵免,最高可達12,500美元。
Together, the measures could help spur Americans to shift toward EV despite being relatively hesitant with EV adoption. Only about 2% of all cars sold in 2020 were all-electric, coming out to 250,000 out of 16 million light vehicles.
總之,這些措施可能有助於刺激美國人轉向電動汽車,儘管他們對電動汽車的採用相對猶豫不決。在2020年售出的所有汽車中,只有約2%是全電動汽車,在1600萬輛輕型車中達到25萬輛。
"The EV component of the Biden Infrastructure plan only buoys the EV adoption curve in the US over the coming years," wrote Wedbush analyst Daniel Ives in a note on Sunday.
韋德布什分析師丹尼爾·艾夫斯(Daniel Ives)週日在一份報告中寫道:“拜登基礎設施計劃中的電動汽車部分只會支撐未來幾年電動汽車在美國的採用曲線。”
Write to Sabrina Escobar at sabrina.escobar@barrons.com
寫信給薩布麗娜·埃斯科瓦爾(Sabrina Ecobar),電子郵件:sabrina.escobar@Barrons.com
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