中国新一轮现金刷新
美国最大的公司尾随他们的交易对手，只要一谈到用太阳能、风能、核能以及其他种类的可再生能源产生收入。
上述这些环保公司占据标普500 3.4% 的收入，从清洁能源中，而清洁能源几乎是上证成分指数的一半，依据彭博 NEF。
随着公司挣扎着使得转换零排放，BNEF的分析师揭开将近 8000 家公司，以确认他们收入中多少比例，可以归咎为清洁能源。
“将我们的商业模型上升至更加绿色环保的级别，更多关注对我们星球友好。”BNEF分析师 Michael Daly 说道。“对公司而言有一项巨大的财政机会，来助力这项能源转换。”
中国的公司，例如太阳能行业公司 LONGi 绿色能源技术公司，以及 Tongwei Co. 都收益了，主要从该国清洁能源行业内供应链上的主要公司。事实上，清洁能源公司的股权投资机会主要在亚太地区，依据 BNEF 的分析。
亚太地区已然超过 680 家公司，占据清洁能源收入的一半以上，包括可再生能源和核能，电力输送、生物燃料、氧气和碳捕捉，BNEF估计。这些与将近 410家美国的公司，以及大约430欧洲、中东和非洲的公司。
（以下开始为百度翻译）
戴利说，公司报告的不透明性使揭露清洁能源风险成为一项重大挑战。例如，大多数大型石油和天然气公司并没有破天荒地将清洁能源收入作为一个独立的类别。甚至一些公司，如化石燃料巨头埃克森美孚公司和马拉松石油公司，没有提供任何关于清洁能源活动收益的信息。（whatsoever about）
毫无意外地，几乎所有能源制造商以及发展商大多数是清洁能源，这些清洁能源生产线获得 A1 评价，由 BNEF给出。
不出所料，几乎所有可再生能源制造商和开发商的大部分收入都来自清洁能源，这为他们赢得了BNEF的A1评级，该评级由 Contemporary Amperex Technology Co. 和 China and Denmark’s Vestas Wind Systems A/S 领导。相比之下，该研究公司跟踪的45%的电力公司评级为A1。
据BNEF称，Electricitie de France SA 去年近70%的收入来自核能，另外来自水力、风能和太阳能。意大利的 Enel SpA 拥有更平衡的清洁发电收入，在清洁能源敞口最高的世界最大公用事业公司中（among the world's largest utilities with the highest clean-energy exposure），仅次于法国电力公司（EDF）和瑞典的 Vattenfall AB。
根据BNEF的数据，在汽车行业，特斯拉股份有限公司和比亚迪是明显的领导者，远远领先于（far ahead of）宝马汽车公司和福特汽车公司等传统汽车制造商。
展望未来，Daly表示：“随着更多车型的发布，以及更多支持电动汽车推出的新政策的出台，我们预计后一个群体——传统汽车制造商——将提高其电动汽车推出比例。”
China leaves US in the dust on renewables
By Tim Quinson
The biggest US companies are badly trailing their Chinese counterparts when it comes to generating income from solar, wind, nuclear and other types of renewable energy.
Companies that make up the S&P 500 produce just 3.4% of their revenue from clean-energy sources, which is roughly half what companies on the Shanghai Composite Index earn, according to BloombergNEF.
With corporations struggling to make the transition to net-zero emissions, analysts at BNEF looked under the hood of more than 8,000 companies to determine how much of their revenue is attributable to clean energy.
“Shifting business models toward greener activities is about more than being virtuous for the sake of the planet,” says BNEF’s Michael Daly. “There’s a huge financial opportunity for companies that help drive the energy transition.”
Chinese companies such as solar leaders LONGi Green Energy Technology Co. and Tongwei Co. are benefiting from the nation’s dominant position in the clean energy supply chain. In fact, the largest number of clean energy equity investment opportunities are in the Asia-Pacific region, according to BNEF.
The APAC region has more than 680 companies that draw more than half their revenue from clean energy, which includes renewable and nuclear power, electrified transport, biofuels, hydrogen and carbon capture, BNEF estimates. That compares with closer to 410 companies in the US and roughly 430 in Europe, the Middle East and Africa combined.
The opacity of company reports makes uncovering clean energy exposures a major challenge, Daly says. For instance, most large oil and gas companies don’t break out clean-energy revenue as a standalone category. And some, such as fossil fuel giants Exxon Mobil Corp. and Marathon Petroleum Corp., provide no information whatsoever about any proceeds from clean energy activities.
Unsurprisingly, almost all renewable energy manufacturers and developers derive most of their revenue from clean energy, which earns them an A1 rating from BNEF, led by companies including Contemporary Amperex Technology Co. of China and Denmark’s Vestas Wind Systems A/S. By comparison, 45% of electric utilities tracked by the research firm are rated A1.
Electricitie de France SA generated almost 70% of its revenue last year from nuclear power, with additional income from hydro, wind and solar sources, according to BNEF. Italy’s Enel SpA has a more balanced set of clean power generation revenue and ranks just behind EDF and Sweden’s Vattenfall AB among the world’s largest utilities with the highest clean-energy exposure.
In the automotive sector, Tesla Inc. and BYD Co. are the clear leaders, far ahead of traditional carmakers such as BMW AG and Ford Motor Co., according to BNEF.
Looking forward, Daly says “we expect the latter group—traditional carmakers—to raise its electric-vehicle exposure, as more models are released and new policies supporting the EV rollout are introduced.”
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