2024-10-27-PitchBook-PitchBook年三季度移动技术公开报表和估值指南（英）_8页_1mb

Summary of Q3 2024 Mobility Tech Report

The report analyzes Q3 2024 performance in mobility technology, including autonomous driving, electric vehicles (EVs), and related sectors. Key Findings:

• Tech stocks overall outperformed, with large-cap indexes rising 9% and small-cap indexes surging 10%. Mobility tech comparables showed wide disparities: autonomous driving software up 27%, while hardware comps fell 8%.
• EV sales in the US grew 8% YoY despite a softer auto market, with Tesla reporting 6.4% growth and General Motors leading with 60% YoY EV sales increase.
• Autonomous driving software stocks saw strong gains, such as Aurora Innovation's 106% rise after a secondary offering. Hardware companies like Luminar Technologies declined sharply.
• Ride-hailing stocks were flat, with Uber modestly up but Lyft down 5%. EV charging services showed divergence: EVgo boosted revenue with a 76% stock gain, while ChargePoint fell 4%.

Diversified performance in mobility tech highlights growth in specific areas like EVs and software.