{"id":578765,"date":"2025-06-08T19:17:35","date_gmt":"2025-06-09T02:17:35","guid":{"rendered":"https:\/\/nai500.com\/?p=578765"},"modified":"2025-06-08T19:17:35","modified_gmt":"2025-06-09T02:17:35","slug":"%e6%9a%b4%e8%b7%8c60%e8%a2%ab%e4%b8%a5%e9%87%8d%e4%bd%8e%e4%bc%b0%ef%bc%81%e5%85%85%e7%94%b5%e6%a1%a9%e9%be%99%e5%a4%b4chargepoint%e4%b8%80%e5%b9%b4%e5%86%85%e7%9c%8b%e6%b6%a8130%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/06\/%e6%9a%b4%e8%b7%8c60%e8%a2%ab%e4%b8%a5%e9%87%8d%e4%bd%8e%e4%bc%b0%ef%bc%81%e5%85%85%e7%94%b5%e6%a1%a9%e9%be%99%e5%a4%b4chargepoint%e4%b8%80%e5%b9%b4%e5%86%85%e7%9c%8b%e6%b6%a8130%ef%bc%9f\/","title":{"rendered":"\u66b4\u8dcc60%\u88ab\u4e25\u91cd\u4f4e\u4f30\uff01\u5145\u7535\u6869\u9f99\u5934ChargePoint\u4e00\u5e74\u5185\u770b\u6da8130%\uff1f"},"content":{"rendered":"<p>6\u67084\u65e5\uff0c\u5317\u7f8e\u548c\u6b27\u6d32\u7535\u52a8\u6c7d\u8f66\uff08EV\uff09\u5145\u7535\u7ad9\u5efa\u8bbe\u7684\u9886\u5bfc\u8005<a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=CHPT\">ChargePoint\uff08NYSE: CHPT\uff09<\/a>\u516c\u5e03\u4e86\u6700\u65b0\u8d22\u62a5\u3002\u5728\u622a\u81f34\u670830\u65e5\u76842026\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u516c\u53f8\u8425\u6536\u540c\u6bd4\u4e0b\u964d9%\u81f39760\u4e07\u7f8e\u5143\uff0c\u76f8\u6bd4\u5206\u6790\u5e08\u7684\u9884\u671f\u4f4e\u4e86290\u4e07\u7f8e\u5143\u3002\u51c0\u4e8f\u635f\u4ece7180\u4e07\u7f8e\u5143\u6536\u7a84\u81f35710\u4e07\u7f8e\u5143\uff0c\u5408\u6bcf\u80a1\u4e8f\u635f0.12\u7f8e\u5143\uff0c\u6bd4\u5e02\u573a\u666e\u904d\u9884\u671f\u5c11\u4e8f\u635f1\u7f8e\u5206\u3002<\/p>\n<p>\u8fd9\u4efd\u559c\u5fe7\u53c2\u534a\u7684\u8d22\u62a5\u516c\u5e03\u540e\uff0cChargePoint\u80a1\u4ef7\u6709\u6240\u53cd\u5f39\uff0c\u4f46\u8be5\u80a1\u8fc7\u53bb12\u4e2a\u6708\u4ecd\u4e0b\u8dcc\u7ea660%\u3002\u672a\u6765\u4e00\u5e74\uff0c\u8be5\u5145\u7535\u6869\u9f99\u5934\u7684\u80a1\u4ef7\u80fd\u5426\u4f01\u7a33\u5e76\u590d\u82cf\uff1f<\/p>\n<h2>ChargePoint\u80a1\u4ef7\u8fd1\u5e74\u4e3a\u4f55\u4e0b\u632b\uff1f<\/h2>\n<p>\u622a\u81f3\u7b2c\u4e00\u5b63\u5ea6\u672b\uff0cChargePoint\u76f4\u63a5\u7ba1\u7406\u7684\u5145\u7535\u7aef\u53e3\u6570\u91cf\u8d85\u8fc735.2\u4e07\u4e2a\uff0c\u5176\u4e2d\u5305\u62ec\u8d85\u8fc73.5\u4e07\u4e2a\u76f4\u6d41\u5feb\u5145\u7aef\u53e3\u3002\u53e6\u5916\uff0c\u516c\u53f8\u5ba2\u6237\u8fd8\u53ef\u4ee5\u901a\u8fc7\u6f2b\u6e38\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u4f7f\u7528\u5168\u7403\u8d85\u8fc7125\u4e07\u4e2a\u5145\u7535\u7aef\u53e3\u3002<\/p>\n<p>ChargePoint\u4e3b\u8981\u5411\u5e0c\u671b\u81ea\u5efa\u5145\u7535\u6869\u5e76\u81ea\u4e3b\u5b9a\u4ef7\u7684\u4f4f\u5b85\u548c\u5546\u4e1a\u5730\u4ea7\u5ba2\u6237\u9500\u552e\u8054\u7f51\u5145\u7535\u7ad9\uff0c\u5e76\u4e3a\u8fd9\u4e9b\u5ba2\u6237\u63d0\u4f9b\u7f51\u7edc\u63a5\u5165\u3001\u8ba1\u8d39\u548c\u5ba2\u6237\u652f\u6301\u670d\u52a1\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u7279\u65af\u62c9\u7684\u8d85\u7ea7\u5145\u7535\u7f51\u7edc\u4e3b\u8981\u4f5c\u4e3a\u8be5\u6c7d\u8f66\u5236\u9020\u5546\u7684\u5ef6\u4f38\uff0c\u63d0\u4f9b\u7684\u8054\u7f51\u548c\u53ef\u5b9a\u5236\u529f\u80fd\u8f83\u5c11\u3002<\/p>\n<p>2022\u8d22\u5e74\u548c2023\u8d22\u5e74\uff08\u622a\u81f32023\u5e741\u6708\uff09\uff0c\u968f\u7740\u540e\u75ab\u60c5\u5e02\u573a\u7535\u52a8\u6c7d\u8f66\u9500\u91cf\u6fc0\u589e\uff0cChargePoint\u5b9e\u73b0\u4e86\u5feb\u901f\u589e\u957f\u3002\u4f46\u5230\u4e862024\u8d22\u5e74\u548c2025\u8d22\u5e74\uff0c\u7531\u4e8e\u5229\u7387\u4e0a\u5347\u6291\u5236\u4e86\u7535\u52a8\u6c7d\u8f66\u5e02\u573a\uff0c\u5bfc\u81f4\u4f4f\u5b85\u548c\u5546\u4e1a\u5ba2\u6237\u63a8\u8fdf\u5b89\u88c5\u65b0\u5145\u7535\u6869\uff0c\u589e\u957f\u9677\u5165\u505c\u6ede\u3002<\/p>\n<p>2025\u8d22\u5e74\uff0c\u968f\u7740\u51c0\u4e8f\u635f\u6536\u7a84\uff0c\u516c\u53f8\u8c03\u6574\u540e\u6bdb\u5229\u7387\u3001\u8425\u4e1a\u5229\u6da6\u7387\u548c\u8c03\u6574\u540eEBITDA\uff08\u606f\u7a0e\u6298\u65e7\u644a\u9500\u524d\u5229\u6da6\uff09\u7387\u5747\u6709\u6240\u6539\u5584\u30022026\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u5373\u4f7f\u8425\u6536\u4e0b\u964d\uff0c\u5229\u6da6\u7387\u4ecd\u6301\u7eed\u6269\u5927\u3002<\/p>\n<table>\n<thead>\n<tr>\n<td><strong>\u6307\u6807<\/strong><\/td>\n<td><strong>2022\u8d22\u5e74<\/strong><\/td>\n<td><strong>2023\u8d22\u5e74<\/strong><\/td>\n<td><strong>2024\u8d22\u5e74<\/strong><\/td>\n<td><strong>2025\u8d22\u5e74<\/strong><\/td>\n<td><strong>2026\u8d22\u5e74Q1<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u8425\u6536<\/td>\n<td>2.42\u4ebf\u7f8e\u5143<\/td>\n<td>4.68\u4ebf\u7f8e\u5143<\/td>\n<td>5.07\u4ebf\u7f8e\u5143<\/td>\n<td>4.17\u4ebf\u7f8e\u5143<\/td>\n<td>0.98\u4ebf\u7f8e\u5143<\/td>\n<\/tr>\n<tr>\n<td>\u540c\u6bd4\u589e\u957f<\/td>\n<td>65%<\/td>\n<td>93%<\/td>\n<td>8%<\/td>\n<td>(18%)<\/td>\n<td>(9%)<\/td>\n<\/tr>\n<tr>\n<td>\u8c03\u6574\u540e\u6bdb\u5229\u7387<\/td>\n<td>24%<\/td>\n<td>20%<\/td>\n<td>8%<\/td>\n<td>26%<\/td>\n<td>31%<\/td>\n<\/tr>\n<tr>\n<td>\u8425\u4e1a\u5229\u6da6\u7387<\/td>\n<td>(110%)<\/td>\n<td>(73%)<\/td>\n<td>(89%)<\/td>\n<td>(61%)<\/td>\n<td>(55%)<\/td>\n<\/tr>\n<tr>\n<td>\u51c0\u5229\u6da6\uff08\u4e8f\u635f\uff09<\/td>\n<td>(2.99\u4ebf\u7f8e\u5143)<\/td>\n<td>(3.45\u4ebf\u7f8e\u5143)<\/td>\n<td>(4.58\u4ebf\u7f8e\u5143)<\/td>\n<td>(2.83\u4ebf\u7f8e\u5143)<\/td>\n<td>(0.57\u4ebf\u7f8e\u5143)<\/td>\n<\/tr>\n<tr>\n<td>\u8c03\u6574\u540eEBITDA<\/td>\n<td>\u4e0d\u9002\u7528<\/td>\n<td>(2.17\u4ebf\u7f8e\u5143)<\/td>\n<td>(2.73\u4ebf\u7f8e\u5143)<\/td>\n<td>(1.17\u4ebf\u7f8e\u5143)<\/td>\n<td>(0.23\u4ebf\u7f8e\u5143)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><em>\u6570\u636e\u6765\u6e90\uff1aChargePoint\u3002YOY = \u540c\u6bd4\u589e\u957f\u3002FY = \u8d22\u5e74\u3002EBITDA = \u606f\u7a0e\u6298\u65e7\u644a\u9500\u524d\u5229\u6da6\u3002<\/em><\/p>\n<p>ChargePoint\u5c06\u5229\u6da6\u7387\u7684\u6539\u5584\u5f52\u56e0\u4e8e\u9ad8\u5229\u6da6\u7387\u7684\u8ba2\u9605\u548c\u8f6f\u4ef6\u670d\u52a1\u4e1a\u52a1\u7684\u589e\u957f\uff08\u62b5\u6d88\u4e86\u5145\u7535\u6869\u8f83\u4f4e\u7684\u5229\u6da6\u7387\uff09\uff0c\u5e93\u5b58\u5927\u5e45\u524a\u51cf\u4ee5\u53ca\u5168\u9762\u7684\u6210\u672c\u524a\u51cf\u63aa\u65bd\u3002<\/p>\n<h2>ChargePoint\u7684\u5c55\u671b<\/h2>\n<p>ChargePoint\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u8425\u6536\u5c06\u57289000\u4e07\u81f31\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u610f\u5473\u7740\u540c\u6bd4\u4e0b\u964d8%\u81f317%\u3002\u9996\u5e2d\u8d22\u52a1\u5b98Mansi Khetani\u5728\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u793a\uff0c\u516c\u53f8\u201c\u56e0\u5b8f\u89c2\u73af\u5883\u6301\u7eed\u53d8\u5316\uff08\u5305\u62ec\u5173\u7a0e\u4e0d\u786e\u5b9a\u6027\uff09\u800c\u6301\u8c28\u614e\u6307\u5f15\u201d\uff0c\u5e76\u5f3a\u8c03\u516c\u53f8\u6b63\u901a\u8fc7\u4e0e\u4f0a\u987f\uff08Eaton\uff09\u65b0\u7684\u4e00\u7ad9\u5f0f\u5408\u4f5c\uff0c\u4e13\u6ce8\u4e8e\u5c06\u5145\u7535\u6869\u4e0e\u4f0a\u987f\u7535\u7f51\u89e3\u51b3\u65b9\u6848\u76f8\u96c6\u6210\u3002<\/p>\n<p>ChargePoint\u672a\u63d0\u4f9b\u5168\u5e74\u8425\u6536\u5c55\u671b\uff0c\u4f46\u91cd\u7533\u4e86\u57282026\u8d22\u5e74\u5b9e\u73b0\u8c03\u6574\u540eEBITDA\u8f6c\u6b63\u7684\u76ee\u6807\u3002\u5206\u6790\u5e08\u9884\u8ba1\u5168\u5e74\u8425\u6536\u5c06\u57fa\u672c\u6301\u5e73\uff0c\u8fd9\u610f\u5473\u7740\u968f\u7740\u5b8f\u89c2\u73af\u5883\u56de\u6696\u53ca\u7535\u52a8\u6c7d\u8f66\u5e02\u573a\u4f01\u7a33\uff0c\u8425\u6536\u589e\u957f\u5c06\u5728\u4e0b\u534a\u5e74\u6539\u5584\u3002\u4ed6\u4eec\u9884\u8ba1\u5e74\u5ea6\u8c03\u6574\u540eEBITDA\u5c06\u6536\u7a84\u81f3\u8d1f\u76846300\u4e07\u7f8e\u5143\u3002<\/p>\n<h2>ChargePoint\u80a1\u4ef7\u4e00\u5e74\u540e\u5c06\u8d70\u5411\u4f55\u65b9\uff1f<\/h2>\n<p>\u5206\u6790\u5e08\u9884\u8ba1\uff0c\u57282027\u8d22\u5e74\uff0cChargePoint\u8425\u6536\u5c06\u589e\u957f29%\u81f35.37\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540eEBITDA\u4e3a\u8d1f\u76841600\u4e07\u7f8e\u5143\u30022028\u8d22\u5e74\u7684\u8425\u6536\u9884\u8ba1\u589e\u957f33%\u81f37.13\u4ebf\u7f8e\u5143\uff0c\u8c03\u6574\u540eEBITDA\u8f6c\u6b63\u81f36700\u4e07\u7f8e\u5143\u3002<\/p>\n<p>\u5c3d\u7ba1\u5e94\u5bf9\u8fd9\u4e9b\u4e50\u89c2\u9884\u6d4b\u6301\u4fdd\u7559\u6001\u5ea6\uff0c\u4f46\u5468\u671f\u6027\u4f4e\u8ff7\u53ef\u80fd\u4e3a\u80fd\u591f\u5ffd\u7565\u77ed\u671f\u6ce2\u52a8\u7684\u6295\u8d44\u8005\u63d0\u4f9b\u4e00\u4e2a\u826f\u597d\u7684\u4e70\u5165\u673a\u4f1a\u3002\u4ee54.65\u4ebf\u7f8e\u5143\u7684\u4f01\u4e1a\u4ef7\u503c\u8ba1\u7b97\uff0c\u4f30\u503c\u4ec5\u7565\u9ad8\u4e8e\u4eca\u5e74\u9500\u552e\u989d\u76841\u500d\uff0c\u663e\u5f97\u6781\u5ea6\u4f4e\u4f30\u3002\u5982\u679cChargePoint\u7684\u4e1a\u7ee9\u8fbe\u5230\u5206\u6790\u5e08\u9884\u671f\uff0c\u5e76\u4e142027\u8d22\u5e74\u4f30\u503c\u4ec5\u63092\u500d\u8ba1\u7b97\uff0c\u8be5\u80a1\u80a1\u4ef7\u672a\u676512\u4e2a\u6708\u53ef\u8f7b\u677e\u4e0a\u6da8130%\u4ee5\u4e0a\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>6\u67084\u65e5\uff0c\u5317\u7f8e\u548c\u6b27\u6d32\u7535\u52a8\u6c7d\u8f66\uff08EV\uff09\u5145\u7535\u7ad9\u5efa\u8bbe\u7684\u9886\u5bfc\u8005ChargePoint\uff08NYSE: CHPT\uff09\u516c\u5e03\u4e86\u6700\u65b0 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":491395,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2158,733,2137,2232],"class_list":["post-578765","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2158","tag-733","tag-2137","tag-2232","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/578765","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=578765"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/578765\/revisions"}],"predecessor-version":[{"id":578770,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/578765\/revisions\/578770"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/491395"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=578765"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=578765"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=578765"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}