ChargePoint Outpaces Tesla In EV Network Market Share, But JPMorgan Stays Cautious
ChargePoint Outpaces Tesla In EV Network Market Share, But JPMorgan Stays Cautious
ChargePoint Holdings Inc. (NYSE:CHPT) has secured its spot as the market leader in the U.S. EV charging network, boasting a commanding 32% share and more than 70,000 ports nationwide.
ChargePoint Holdings Inc. (紐交所:CHPT) 已經在美國充電樁網絡中確立了市場領導者的地位,擁有32%的市場份額和超過70,000個充電端口。
The company's network has overtaken Tesla Inc (NASDAQ:TSLA) and other major players, highlighting ChargePoint's expansive reach amid growing EV adoption. Despite this impressive lead, JPMorgan analyst Bill Peterson maintains a cautious stance, placing ChargePoint on the firm's Short Ideas list.
該公司的網絡已經超過特斯拉公司(納斯達克:TSLA)和其他主要參與者,突顯了ChargePoint在不斷增長的電動車採納中迅速擴展的覆蓋範圍。儘管這一領先優勢令人印象深刻,摩根大通分析師比爾·彼得森仍保持謹慎態度,將ChargePoint列入公司的開空想法清單。
Read Also: Colorado EV Drivers Rejoice: ChargePoint Powers Highways with 33 Fast-Charging Sites
另請閱讀:科羅拉多州電動車司機歡呼:ChargePoint在高速公路上提供33個快充站點
Market Growth Outpaces EV Sales
市場增長超過電動車銷售
The U.S. EV charging sector witnessed record-breaking growth in 2024, with over 40,000 public chargers deployed — up from 27,000 in 2023. Peterson noted that the deployment of DC Fast and Level 2 chargers significantly outpaced the growth in underlying EV sales.
美國充電樁板塊在2024年經歷了創紀錄的增長,部署了超過40,000個公共充電器——相比2023年的27,000個。彼得森指出,直流快充和二級充電器的部署速度顯著超過了電動車銷售的增長。
However, this rapid expansion has created utilization challenges, as the fleet of fast chargers struggles to keep pace with rising demand. Adding to the strain are sluggish subsidies and high capital expenditures, both of which are expected to maintain pressure on charger utilization into 2025.
然而,這一快速擴張帶來了利用率挑戰,因爲快速充電器的隊伍無法跟上 rising demand.加上緩慢的補貼和高資本支出,兩者都預計將在2025年之前對充電器利用率施加壓力。
Operational, Political Risks Loom
運營和政治風險逼近
ChargePoint's dominant market position hasn't shielded it from industry headwinds. Peterson cautions that demand recovery remains unclear, particularly as commercial and fleet customers delay new deployments amid tightened budgets and uncertain economic conditions.
ChargePoint的主導市場地位並沒有使其免受行業逆風的影響。彼得森警告說,需求的恢復仍不明確,尤其是在商業和車隊客戶因預算緊縮和經濟環境不確定而推遲新部署的情況下。
Adding to these concerns, political risks loom large. Peterson highlights the possibility of weakened EV tax credits under a potential "Trump 2.0" scenario, which could significantly impact consumer EV adoption and customer sentiment.
除此之外,政治風險依然嚴峻。彼得森強調在潛在的「特朗普2.0」情境下,電動車稅收抵免可能減弱,這可能會顯著影響消費對電動車的接受度以及客戶情緒。
On JPMorgan's Short Ideas List Despite Long-Term Potential
儘管有長期潛力,摩根大通仍將其列入開空想法清單
While JPMorgan acknowledges improvements to ChargePoint's cost basis this year, the firm remains on its Short Ideas list due to ongoing risks.
雖然摩根大通承認ChargePoint今年在成本基礎上有所改善,但該公司由於持續風險仍然將其列入開空想法清單。
Negative year-over-year growth trends and broader market uncertainties contribute to the tempered outlook.
負的年度同比增長趨勢和更廣泛的市場不確定性促成了謹慎的前景。
According to Peterson, a rebound in EV sales is crucial for restoring investor and customer confidence.
根據彼得森的說法,電動車銷售的反彈對恢復投資者和客戶信心至關重要。
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Photo: Courtesy ChargePoint
照片:由ChargePoint提供
譯文內容由第三人軟體翻譯。
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