2022-11-15-PitchBook-2022年三季度移动技术报告（英）_11页_9mb

报告摘要

Q3 2022 Mobility Tech Report Summary

The Q3 2022 Mobility Tech Report highlights a decline in venture capital (VC) activity within the mobility technology sector. The total number of VC deals decreased by 29.9% quarter-on-quarter and 59.5% year-on-year, with a total deal value of $5.5 billion, a 55.0% quarter-on-quarter drop and a 79.2% year-on-year decline.

Key trends:

Market Conditions: VC deal value in Q3 2022 was 63.2% below the five-year average for mobility tech startups.
Deals by Stage: Late-stage deals accounted for 57.9% of total deals, while angel/seed-stage and early-stage deal shares decreased to 14.4% and 27.8%, respectively.
Major Transactions: Notable late-stage deals include Northvolt's $1.1 billion convertible note, Ascend Elements' $300 million Series C, and Zeplug's $239.9 million funding round.
US Deals: US-backed deals represented only five of the top ten deals, with a value share below 30%.

The quarter also saw notable exits, including Mullen Technologies' acquisition of Bollinger Motors for $148.2 million and Zhejiang Power New Energy's IPO on the Shanghai Stock Exchange.

Emerging Opportunities:

Electric Vehicles (EVs): Following President Biden's Inflation Reduction Act, which provides subsidies for domestic EV production, companies focused on EV batteries and supply chains, such as Ascend Elements and Zeplug, secured funding.
Autonomous Driving: Intel's Mobileye filed for an IPO amidst a challenging market for US listings.
Connected Cars and Automotive Tech: Companies working on automotive semiconductors (e.g., RISC-V processors via SiFive) and battery technology showed growth.

Top Companies by VC Raised:

Northvolt: $5.5 billion raised for batteries and tech
Ele.me: $7.3 billion for delivery services
Waymo: $5.5 billion for autonomous driving
Ola: $4.9 billion in India's ride-hailing sector

The report emphasizes shifting investor focus toward late-stage opportunities due to market conditions, while the broader mobility sector continues to be influenced by regulatory changes and technological advancements.

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