2024年Q2空间投资报告（英）-20正式版.docx

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1、Q22024SPACEIQSpaceInvestmentQuarter1.yPrivatemarketequityinvestmentactivityandstartuptrendsinthespaceeconomy-fromtheinvestorsattheforefront$291,3BCumu1.ativePrivateMarketEquityInvestmentsince20151,8301.UniqueCompanies$4.0BQ2Investment1.123Q2NumberofCompaniesReceivingInvestmentFrontcovermgoAnirna9cUk

2、anbyRussiancSpacoCapta1.2024Q22024SpaceIQSpaceInvestmentQuarter1.yVenturecapita1.continuestobetheIeacingsourceoffundingfor8paoecompaniesandatthecoreoftesbAK5ownisaIadCofIiquidity-PrPAMx1.getsWithstrongmacroco11o11vcincaiorsatthestartof2024,weexpectedsverairawcutsE冬yeartospuraturnaround,victhaveyetto

3、m11tefi111.izc.Infact,!hcFednowexpectstocutintrcs1.ra1.esjustoncein2024amkjstubborninf1.ation.This,combinedwhetectionuncertainty,isresu1.&nginapro1.ongedmarketcrec1.on.adifficttbndfsingediffefent.TherewererroredafedoneinQ2thaninthepastnirequarters.Andhn1.fwaythrough2024,investmentinsp;ceApptications

4、hasa1.readysurpassedthefu1.yeartota1.for2023.indicatingtatwemaybethroughthetroughAddioay,fo1.1.owingInstyearsrecord-highgrowthsUgcinvestmentsinInFfastfuc1.ure,tisquarterwasthefgthhighestaOquisitkxiactivityofthepastdec;Kktwith36dc111.sYTD.HcwevecthisConsoWaUonisgenera1.1.ytheresu1.tofhardtxnsandtheva

5、1.ueOftheseacquisitionsremainssubdued.A1.thoughtheIPOmarkethasyetoopen,weareseeingsignso(1.ifehstronginitia1.demandforAetrcecates(TYO:186A)1.istingandtheexpectedSierraSPM8IPOWithstockmarketsdmbinghigherandimprovementsinPnVaIemarketva1.uations,wemayeUiseetheexenvironmentimpf(ebyyear-endAtourrecentS-Q

6、jtS1.11i.iwereisi1.edourpr2ctionsfor2024andbewEWVeremanedontargetdespitemacromarkethca(inds.Theseca1.ntystsarckeytourtestafx1.ingteCOmiMgdgrowthoftespaceeconomyandb*wisasummaryofbewthesePred记VOnSarep1.ayingout:Prediction:A1.wi1.1.acce1.erateinnovationIntespaceeconomyandcnnUccompaniestoun1.ockthev111

7、.ucofgeoat划data.After12yearsofinvestinginthespaceeconomy,itssurrea1.toseesomanyVCfirmsIea1.GingSpace4AJattheannua1.meengsthisyearAtorSummit,wehostedaconvectrononBig(Geos网皿)Df岫icexp焰1.everang3yntbet)c(i：*:atoStmggsate1.1.iteimageryandnaWcustomerconversationsbeforeasate：-：(IC.h力ontheinextricabte1.inkb

8、9weendefensespendingandcommercia1.spacemtheUnitedStates.AtourSummit,wea1.soexptocedtheshiftingg1.oba1.PoWCrdynamicsandthegr.vhChinahas1.edYTDspaceInfrastruciurenstmet.accountingfftheOOnW1.gchange.AtourSummitWeimaginedy,niarketc.portutsa_Sy,ordAtthesametime.SpaceXsdominancewi1.1.beChaf1.Cngedbynear1.

9、yadozennewvcidcsth11tarcexpectedtocomon1.inethtsyear.Prediction:SpaceTrafficManagementwi1.1.continuetobenkeyfocusareainmeyearahead.Near1.y9.000sntc1.1.itGSareafrcndyinorbitandby2030thisMmberMf1.increasebyafactorof11x.TherapidgrowthofirMematKXia1.spaceinfrastructureisSigndicant1.yincreasingtheriskofC

10、OnjUnCuOn5(potnUa1.cotsions)anddrivingstrongerdemandforspaceSituabona1.aafees(SSA)dataandspacetrafficmanagement(STM)soiutro11sWithspaceassetsDoWgrowingataratefnstcrthanMoores1.aw,STMwi1.1.UndctJbtedIycontinuetobeakeyfocusarea.InanotherSunvnhconversation,wediscussedvatbeing：yietoprotectthiscritica1.orbita1.Infrastnicture._蛇TOTA1.INVESTMENTBYGEOGRAPHYTOTA1.INVESTMENTBYINDUSTRYInvestmentintheSpaceEconomyCUMU1.ATIVEPRIVATEMARKETEQUITYINVESTMENTFROM2015TOPRESENTUSACi11a.SingaporeIndiaFrarxzeUKIndonesia28%【01A1.INVESTMENTBY1.AYER3%27%CanadaOthefS50BMOB197819842001Fre1.gpiOneCommercia1.supports