2021年欧洲出行初创公司报告（英）-37页_12mb

Summary of the State of European Mobility Startups 2021

Core Content

The State of European Mobility Startups 2021 report highlights the rapid growth and transformation of the European mobility sector, emphasizing its role in sustainable and technological innovation. It outlines the key trends, investment dynamics, and the emergence of unicorns in the industry.

Main Points

Investment Growth

• Record investment: European mobility startups raised $14B in 2021, a 2.7x increase compared to 2020.
• Megarounds dominate: 65% of all funding in 2021 came from megarounds (> $100M), indicating a shift towards larger, more mature startups.
• Corporate investments: Corporates contributed 21% of total funding in 2021, with CVC investments reaching $10Bn, the highest ever recorded.

Unicorns and Ecosystem

• 34 European mobility unicorns: In 2021 alone, 14 new unicorns were created, with over 40% of all European mobility unicorns formed that year.
• Ecosystem value: The combined value of European mobility startups reached $227B, an 8.4x increase since 2016.
• Key hubs: Stockholm, Berlin, London, Munich, and Paris remain the top mobility innovation hubs, with London leading in the number of startups.

Sectors and Trends

• Top sectors: Electric mobility (clean energy and energy storage), mobility platforms, and logistics & delivery received the most funding and are the fastest-growing sub-industries.
• Micromobility surge: Europe led in micromobility investments with $1.4B in 2021, matching the combined investments of the US and China.
• EV Charging and Battery: Investment in EV charging infrastructure increased 11x to $1B, while EV battery value chain saw a 3.8x increase to $3.3B.
• Unprofitability but investor confidence: Micromobility operators are still unprofitable but are attracting significant investment, with valuation premiums and some moving towards profitability through new business models.

Key Players

• Northvolt: A Swedish EV battery manufacturer with $6.1B in total funding, backed by Goldman Sachs, Volkswagen, and Scania.
• Bolt: A mobility platform with $4.4B valuation, supported by Sequoia Capital, D1 Capital Partners, and others.
• IONITY: An EV charging network with $2.5B valuation, backed by BlackRock.
• FlixBus (FLEXMobility): A long-distance mobility service with $3.0B valuation, supported by General Atlantic, HV Capital, and others.
• Glovo: A delivery platform with $2.2B valuation, backed by Delivery Hero, GP Bullhound, and others.
• Vely Velo: A micromobility startup focusing on e-bike delivery in urban areas, with $1.98B valuation.

Regional Analysis

• Germany led in total VC funding since 2015, but Sweden saw the highest in 2021 due to Northvolt's megaround.
• UK is a major hub for mobility startups, with 1.2K startups and 10 unicorns.
• Micromobility consolidation: Leading operators like Tier and Helbiz have been acquiring smaller players to expand geographically and diversify services.

Key Information

• Mobility Club: Connects corporates with startups, offering insights, events, and investment opportunities.
• Via ID: A hybrid investor and accelerator, supporting startups in sustainable mobility and autotech.
• Dealroom.co: A global startup and venture capital intelligence platform providing data and insights.
• Exit value: European mobility startups realized $81B in exit value in 2021, more than the previous 6 years combined.
• Micromobility operators: Some have gone public (e.g., Donkey Republic, Helbiz) and are seeing increased M&A activity.

Conclusion

The European mobility sector experienced unprecedented growth in 2021, driven by sustainable mobility, electric vehicle (EV) adoption, and micromobility innovation. With significant investment and the emergence of numerous unicorns, the sector is poised for continued expansion and transformation.