EVgo Powers On Despite Trump Shake-Up: Analyst Projects 16% US Battery EV Penetration By 2030
EVgo Powers On Despite Trump Shake-Up: Analyst Projects 16% US Battery EV Penetration By 2030
The looming threat of the removal of the clean energy tax credit has rattled some, but JPMorgan analyst Bill Peterson says EVgo Inc. (NASDAQ:EVGO) is set up for success.
清潔能源稅收抵免的逐漸取消威脅讓一些人感到不安，但摩根大通的分析師比爾·彼得森表示，EVgo Inc.（納斯達克：EVGO）已準備好成功。
"EVGO sees improving affordability of a larger variety of vehicles as being the primary driver of mass EV adoption," Peterson says, adding, "new EV sales would need to decline by 40% to impact the company's trajectory, which is unlikely to happen."
彼得森表示："EVGO認爲，越來越多的車輛的可負擔性正在成爲大規模電動車接受的主要推動力，"並補充道："新電動車的銷量需要下降40%才能影響公司的發展軌跡，這種情況不太可能發生。"
Even if the credit is removed, Peterson forecasts that "16% US [battery electric vehicle] penetration by 2030" is still achievable.
即使信貸被取消，彼得森預計"到2030年，美國[電池電動車]的滲透率達到16%"仍然是可以實現的。
Read Also: EVgo Q3 Sales Surge 92% As Charging Revenues And Customer Growth Drive Performance; Stock Jumps
另請閱讀：在充電收入和客戶增長推動業績的情況下，EVgo第三季度銷售激增92%；股票跳漲
"While it has been reported that Trump's transition team intends to remove the 30D tax credit, there could be alternative ways that the administration changes it," he said, suggesting modifications like domestic content requirements or changes to MSRP and income eligibility.
他說："儘管有報道稱特朗普的過渡團隊打算取消30D稅收抵免，但政府可能會採取其他方式進行改變，"他建議的修改包括國內內容要求或對建議零售價和收入資格的變化。
EVgo's Strategic Footprint Protects Growth
EVgo的戰略佈局保護了其增長
EVgo's strategic positioning in Republican-led states like Texas, Florida, and Arizona also sets it up for success, especially considering that these regions don't have the same emissions standards as California. Peterson added, "EVGO is relatively shielded from new EV sales growth, given it continues to drive momentum from a stable/growing EV fleet," while pointing to opportunities in autonomous and rideshare markets as potential additional growth drivers.
EVgo在德克薩斯州、佛羅里達州和亞利桑那州等由共和黨領導的州的戰略定位也爲其成功鋪平了道路，尤其是考慮到這些地區沒有與加利福尼亞州相同的排放標準。彼得森補充道："考慮到EVGO能夠繼續從穩定/增長的電動車車隊中推動勢頭，它相對不受新電動車銷售增長的影響，"同時指出自主駕駛和共享出行市場的機會可能會成爲額外的增長驅動力。
EVgo's confidence surrounding its Department of Energy (DOE) loan is "reaffirmed." CEO Badar Khan called the process "de-risked" and nearing closure. Peterson feels the loan will allow EVgo to revise its EBITDA targets upward, stating, "We feel confident that EVGO will revise its EBITDA targets higher upon receiving the loan and disclose its planned build schedule through 2030."
關於其能源部(DOE)貸款的信心"得到了重申。"首席執行官巴達爾·汗稱這一過程"已降低風險"並接近完成。彼得森認爲，這筆貸款將使EVgo能夠向上修正其EBITDA目標，並表示："我們有信心，EVGO在獲得貸款後將上調其EBITDA目標，並披露其到2030年的建設計劃。"
Funding Concerns Seem Overblown
資金擔憂似乎被誇大了
Despite some investor concerns about a potential clawback of funds, Peterson remains unconcerned, stating, "The government is unlikely to renegotiate its finalized contracts with US companies, especially if building charging infrastructure stimulates further EV demand and improves US competitiveness with China."
儘管一些投資者擔心可能會收回所有基金類型，彼得森依然不以爲然，他表示：「政府不太可能重新談判與美國公司的最終合同，尤其是如果建設充電設施能刺激進一步的電動車需求並提高美國在中國的競爭力。」
Peterson also noted that, despite concerns over the loss of the 30C tax credit, "EVGO's business model is not reliant on highway sites."
彼得森還指出，儘管對30C稅收抵免的損失表示擔憂，「EVGO的業務並不依賴於高速公路站點。」
EVGO Stock: A Bullish Trajectory
EVGO股票：看好的軌跡
With 10,000 viable sites and further expansion on the horizon, EVgo's trajectory is still bullish. Peterson concluded that, "The opportunities for growth continue to increase with EV adoption," making EVgo a strong contender in the EV infrastructure race.
隨着10,000個可行站點和進一步擴展的前景，EVgo的軌跡仍然看好。彼得森總結道：「隨着電動車的採用，增長機會不斷增加，」這使得EVgo在電動車基礎設施競賽中具備強大的競爭力。
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譯文內容由第三人軟體翻譯。
