Dealroom：2022年城市科技报告_41页_14mb

Urban Tech 2022 Summary

Core Content

Urban Tech refers to technologies that improve urban environments to make them more sustainable, resilient, and efficient. It spans multiple sectors, including clean energy, mobility, construction, and city operations, and is essential in the fight against climate change. The Urban Stack encompasses all elements of the built environment, from design and construction to how people live, work, and are cared for.

Main Investment Trends

• Total Funding: Urban Tech startups raised $28B in 2022, surpassing 2020 levels but projected to be 23% lower than 2021.
• Corporate Investment: Corporate investment in Urban Tech dropped by ~50% in 2022, returning to 2019 levels.
• Active Investors: Despite the decline, heavy industry giants like Cemex, Honeywell, and others continue to invest in Urban Tech.
• Unicorns: There are 109 Urban Tech unicorns, with 94 operating in clean energy or urban mobility. In 2022, two unicorns emerged in ESG & carbon tracking, and one in building efficiency since 2015.
• Gigacorns: A Gigacorn is a company that can lower or sequester 1Gt of CO2eq annually while being commercially viable. Only 59 Gigacorns are needed to achieve net-zero emissions, but none have been achieved yet.

Key Sectors in Urban Tech

Enable

• Infrastructure Technologies: Focus on enabling sustainable and resilient urban areas.
• Biodiversity: Critical for the Paris Agreement goals. No standard methodology for biodiversity assessment exists.
• Carbon & Biodiversity Tracking: Emerging startups are using eDNA and satellite tech to track and manage biodiversity.

Build

• Construction & Materials: The construction industry is a $6T market contributing 10% of global CO2 emissions.
• Sustainable Materials: Startups in sustainable steel, cement, and 3D printing have raised the most funding.
• Modular Construction: Offers gigatonne potential for CO2 reduction and innovative architectural solutions.

Operate

• Building Automation & Energy Efficiency: Building energy usage accounts for 27% of global CO2 emissions.
• SaaS & IoT Solutions: These are pivotal in retrofitting buildings and optimizing energy use.
• Notable Investments: Startups like Sense, Gauzy, and Sealed have received significant funding in energy efficiency.

Experience

• Citizen Wellbeing: Urban Tech solutions aim to enhance work, living, health, and security.
• Flood Management: Rising flood risks due to climate change and urbanization have led to increased investment in flood prevention, monitoring, and insurance.
• Flood Solutions: Startups focus on real-time flood modeling, extreme weather forecasting, and flood hazard mapping using satellite tech.

Why Urban Tech Matters

• Climate Mitigation & Adaptation: Cities are responsible for 70% of global GHG emissions and face significant climate risks. Both mitigation and adaptation strategies are essential for sustainable urban development.
• Policy Drivers: Global policies, such as the EU Green Deal, US Inflation Reduction Act, and UK Net Zero Strategy, are pushing for sustainable urban transformation.
• Investment Gaps: High emission sectors like energy efficiency and sustainable construction remain underfunded despite their critical role in reducing emissions.

Summary of Key Data

• Population Growth: 68% of the global population will live in cities by 2050.
• Energy Consumption: Cities consume 75% of the world's final energy.
• Emissions: Buildings account for 37% of global CO2 emissions.
• Investment Growth: Sustainable urban tech unicorn growth has been 6.8x over the last six years, compared to 5.2x for all unicorns.

Conclusion

Urban Tech is a crucial component of the global sustainability strategy, offering scalable solutions to mitigate and adapt to climate change. With continued investment and innovation across the Urban Stack, it is possible to achieve net-zero emissions and build resilient cities for the future.