PitchBook-2023年一季度移动技术报告（英）-2023.6-12页_8mb

Q1 2023 Mobility Tech Market Update

This report provides an overview of the mobility tech sector for the first quarter of 2023, compiled from global VC activity and market data. Key metrics show a decline in deal volume and value compared to the previous quarter and year. The total number of deals was 229, representing a 17.6% decrease quarter-over-quarter (QoQ), and a further 45.6% drop year-over-year (YoY). Deal value totaled $5.0 billion, down 54.6% QoQ and 66.8% YoY from the prior year. The Electric Vehicles (EV) segment led in both deal count and dollar value, driven by investments in battery technology and infrastructure. Other resilient segments include auto commerce and micromobility.

Notable events include accelerated US EV manufacturing investments spurred by recent legislative acts, such as the Infrastructure Investments and Jobs Act, resulting in $210 billion planned investments. China overtook Japan as the world's largest automobile exporter in Q1 2023, with a 58.3% year-over-year increase in exports. A significant deal was Zeekr's $750 million Series A round, led by Yuexiu Financial Holdings and Amnon Shashua.

VC activity featured several top fundraisers, such as ONE's $300 million Series B for lithium-ion batteries. Entities like NanoGraf are advancing battery technology with silicon-anode solutions, aiming to enhance EV range and performance through innovations in materials science. Exits were minimal, with $3.4 billion in value across 16 deals, indicating cautious investor sentiment.

Emerging Opportunities

Opportunities in electric vehicles, autonomous driving, and micromobility are highlighted. Battery advancements, such as those by NanoGraf, are crucial for scaling EV adoption. The market's focus on sustainable transport aligns with global trends, but volatility in deal activity suggests uncertainty.

Selected Company Highlights

• Zeekr: Completed a $750M Series A round.
• ONE: Raised $300M Series B for battery tech.
• NanoGraf: Developed silicon-anode materials with capacity for commercial application; secured funding for manufacturing ramps.