2019全球汽车出行创新50报告发布

[ 亿欧导读 ] 当今世界，前沿科技正在深刻影响和改变着众多行业，并将塑造未来全球经济图景。EqualOcean及亿欧公司长期关注全球科技创新的发展状况，本系列报告着眼于11个行业，梳理新兴创新所带来的价值，体现我们对技术驱动变革的感知。

作者丨EqualOcean 高级分析师 冯麟炎

当今世界，前沿科技正在深刻地影响和改变着众多行业，并将塑造未来全球经济的图景。EqualOcean及亿欧公司长期关注全球科技创新的发展状况，本系列报告着眼于11个行业，梳理新兴创新所带来的价值，体现我们对技术驱动变革的感知。2019年12月的北京，我们将在全球创新者年会（WIM）上发布该系列报告，与来自全球的创新者们探索科创机会与未来。

EqualOcean致力于推动全球版图下，科技的进步与发展。揭开变革的进程，寻找新的创新机会，我们遴选了新一代的汽车出行公司，它们用科技创新使传统的汽车行业换发出新的生命力。基于此，本报告聚焦共享出行（shared-mobility），人工智能（Artificial Intelligence），电动出行（ e-mobility），车联网及自动驾驶解决方案（ connectivity and autonomous vehicle solutions）等领域的创业公司。

这篇报告将梳理当代汽车行业发展现状及趋势，并探寻趋势背后的启示。

在这份报告中，EqualOcean对汽车行业最重要的趋势有所分析，并精心挑选了50家非常有前途的初创公司。

以下是本报告的一些重点。

• “汽车见顶”(“peak car”) 的事实从全球汽车销售停滞可见一斑。消费者对汽车所有权的概念日益弱化，也是汽车见顶的一种体现。

• 交通移动领域的新趋势与传统汽车制造商从根本上扰乱了整个汽车行业，迫使老牌的原始设备制造商彻底改变其商业模式。这也将改变汽车的价值和供应链。

• 主要的内部驱动(电气化、互联互通、数字化和自动驾驶)与外部驱动(消费者、经济、政府监管)一起，为新进入者打开了大门，降低了进入门槛。

• 过去一年，初创企业的风险投资有所降温，但人们对汽车和移动领域的兴趣并没有减弱多少。

• 到2030年，电动汽车的价格预计将达到与ICE相当的水平。

• 随着新的科技初创企业越来越多地进入汽车市场，共享移动和自动驾驶将携手发展。

全球科技50 : 汽车与出行

根据我们的分析，EqualOcean编制了一份全球汽车行业年轻初创公司的名单，将来，在每一所企业选择的垂直领域中，我们期待会有细分领域的冠军脱颖而出。

在选择过程中，我们使用了12个独立的选择标准(包括融资信息、市场估值以及若干技术和宏观经济指标)，这些标准不受公司与其现有或潜在客户之间的任何商业联系的影响。

We have prepared a series of research reports on the new generation of companies across several sectors around the globe. Our coverage includes 11 industries that have been affected the most by cutting-edge technology and are likely to shape the international economic landscape of tomorrow. This series is to be presented during the World Innovators Meet 2019, an annual event that gathers global leaders from a variety of fields at the heart of Beijing.

In this report, EqualOcean sheds insight upon the most significant trends in the automotive industry and carefully selected fifty potentially game-changing startups. Here are some of the key highlights of this report.

• ‘Peak car’ has been reached, evident in stagnant car sales worldwide and reaffirmed in the increasingly weakening relationship that consumers have with the notion of carownership.

• The coming together of new trends in transportation and mobility and traditional automakers is radically disrupting the auto sector at large and forcing established OEMs to completely change their business models. This will also transform the autovalue and supply chain.

• Major internal drivers(electrification, connectivity, digitalization, and autonomous driving) are, together, with external drivers (consumer preferences, economy, governmental regulation) opening doors and lowering barriers-to-entry for new entrants.

• Venture capital for startups have cooled down in the past year, but interest in the auto andmobility areas have not subsided as much.

• The electric vehicleis estimated to reach price parity with ICEs by 2030.

• Shared mobility and autonomous driving will be developed hand-in-hand, as new tech startups increasingly enter into the auto market.

Next Global Tech 50:Automotive and Mobility

There are a large number of aggressive upstarts that are highly likely to win within their chosen verticals in the near future.

EqualOcean has compileda global list of young startups in the auto sector that, according to our analysis, have a strong chance of growing into leading global enterprises, by leveraging high technology in their respective submarkets.

- END -

本文由亿欧汽车原创出品，未经许可，请勿转载。

点击“阅读原文”即可在文末解锁中文版和英文版报告