PitchBook - 2024 年二季度转移技巧传达报表和评估指南汉 （ ） - 2024.7

Summary of Q2 2024 Mobility Tech Public Company Performance

Market Overview:

• Large Cap Tech: S&P 500 Information Technology Index gained 13%, while Nasdaq increased by 8%. In contrast, the S&P 500 was up 4%, and the Russell 2000 experienced a decline of 3%.

EV Sector:

• Tesla: Suffered a second consecutive sequential decline in sales for Q2 2024, indicating a slowdown in EV sales in the US.
• Rivian & Fisker: Notably, Rivian saw double-digit growth, particularly at the end of the quarter following an announcement of a multibillion-dollar investment by Volkswagen. Fisker, however, filed for bankruptcy during the quarter.

Advanced Air Mobility (AAM):

• Shares of AAM companies witnessed a decline of 5%, with Boeing and Airbus seeing share decreases, whereas Lockheed Martin's shares rose 3% due to a more robust outlook for defense spending.

Auto Commerce:

• Carvana: Showcased strong performance with shares up 48%.
• Traditional Car Vendors: Experienced a downturn due to softer pricing, higher interest rates, and a weaker consumer outlook in the US.

Autonomous Driving:

• Shares were generally down, with AEye up 47% but remaining volatile, and lidar-related companies averaging a decline of 72% from their market peak at the end of 2021.

Ride-Hailing Industry:

• Lyft: Shares decreased by 27%.
• Toosla: Shares rose by 58%.
• Uber: Continued to outperform competitors, with shares up 65% since the end of 2021, compared to significant double-digit declines for its rivals over the same period.

EV Charging:

• Shares of charging companies, such as ChargePoint, showed double-digit declines.

Disclaimer:

• Any -0 values represent negative values rounded up to 0.
• The full interactive Excel data pack for this report is accessible to PitchBook clients through the Excel plugin.