2022-02-07-CBInsights-零售科技2021年状况报告（英）_192页_3mb

报告摘要

Global Funding: Retail tech funding reached $109B in 2021 (quadruple 2020), with 976 exits—a 78% YoY increase. Mega-rounds accounted for 71% of funding, averaging $36M.
Geographic Leaders: Asia ($43B, 40% of global funding) and the US ($39.6B) dominated. LatAm saw a 600% YoY funding surge to $7B.
Sector Growth: E-commerce ($54B) and food/delivery tech ($19.6B) led investments. Supply chain/logistics tech exited 41% of all deals, reflecting resilience.
Unicorn Boom: 97 unicorns were born in 2021 (half of the total 192), with median valuations nearly doubling (e.g., mid-stage deals hit $35M). Asia had 79 unicorns, the US 72.
Exit Trends: M&A (885 exits) ruled, with SPACs and IPOs growing 93% YoY. Q4 2021 saw a rebound in exits after a funding dip.
Investor Shifts: VCs led deal-making, but CVCs (e.g., SoftBank, Prosus) dominated mega-rounds. Supply chain tech attracted $45B, signaling a maturing market.

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