行业报告2023年第一季度太空投资报告英_市场营销策划_重点报告20230503_doc.docx

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1、2023SpaceQ12023InvestmentQuarter1yPrivatemarketequityinvestmentactivityandstartuptrendsintheSpaceEconomy-fromtheinvestorsattheforefront$272.2BCumu1ativePrivateMarketEquityInvestmentsince2014UniqueCompanies$2.2BQ1Investment89Q1NumberofCompaniesReceivingInvestmentFrontverisanimageofSpaceXsstatic-firct

2、estoftheStarsipSuperHeavyboosterinFebruary,the1asttechnica1mi1estonebeforeanorbita11aucattempt.SpaceCapita12023Q12023We1cometotheQ12023editionoftheSpaceInvestmentQuarter1y.TheventuremarketcontinueditsresetinQ23drivenbyacha11engingmarketandrateenvironment.Broad1ytacrosstech,venturefundingtostartupsfe

3、Bbymorethsn50%YoYto$768g1ob1fynd$37BintheU.S.,theIowestin13QMrtmThisdirecttyeffectsinvestmentintheSPXeEconomygivenVCscontinuetobethePrinWYsourceOfCaPiSiforSPaCecompanieswithf1.3Binvestedacross68roundsinQ1taccountingfor60%oftota1investmentand76%Oftota1rounds.Withatota1ofjust$22BinvestedInQ1-a53%decre

4、asefromthepriorquarterthiswasthe1owestquarterftrspaceinvestmentsince2015.Thissignificantcontractionhas1eftmanycompaniesvu1nerab1etofundinggapsfparticu1ar1yfordeeptechandgrowth-stagebusinesses.Thesuddenfai1ureofSi1iconVa11eyBankhasexacertatedaccesstocapita1giventhatthebankwasa1eadingproviderofventure

5、debt,whichhadenab1edcompaniestoextendrunwayandavoidpressuredva1uationsinadifficu1tfundraisingenvironment.Weareseeingasharpbtfurc9ttonbetweenthewinnersandeveryonee1se,asthemarketmaniaoftheprevioustwoyearshdsfu11ysubsided,touristinvestorsMVe1eftthemarketandVCsareincreasing1yreservingcapita1forcompanie

6、sbui1tonstrongfundamenta1s.Thisisparticu1ar1yapparentIn1aunch.Ofthe100+1aunchcompaniesthatco11ective1yraised$27Boverte1astdecade,therearecurrent1yon1ytwothatareoperationa1:SpaceXandRocket1ab.Severa1aspirationa11aunchcompanieshadsetbacksinQ1rwhi1esomemadeprogress.AB1rocketepenencedananoma1yandshutdow

7、npremature1y,whi1eVirginOrtita1sosawa1aunchattemptfai1,whichu1timate1y1edtothecompanyfi1ingforbankruptcy.Re1ativitysrocketpassedakeymi1estone,v/hi1eChinasSpacePioneerreachedorbitontheirrespectivefirstattempts.U1Aftheincumbent1OCkheed/Boeingjointventure,isreported1yUi1fttf1Mte.Meanwhi1e,SpaceXhadanot

8、hersuccessfu1quarterwiththereturntof1ightofFa1conHeavy,the1aunchofCrev-6forNASAzandaStarshipfu11wetdressrehearsa1a1ongwitha33Raptorenginestadefire.ThenextgenStarshipvehic1ehasnowbeenstackedandro11edontothepadforitsfirstintegratedtest1aunch.However,thecha11engesin1aunchandIhedisappointingperformanceo

9、fmanySPACmpaniesdoesnotte11thefu11story.Severa1brightspotscontinuetoemergeintheSpaceEconomy,whicharesettingthestagefornewrerdgrowth.Risinggeopo1itica1tensions-particu1ar1ywithChina-aredrivinganincreaseinUSgovernmentfundingtomeetteoccasion,inQi,atopCne9eweofcMca11edforthecountrytospeedupitsp1anstodev

10、e1op1unarinfrastructureandseizetheopportunityand1eadteEarth-moonspaceindustria1market*.Inturn,NASAestab1ishedtheMoontoMarsProgramOfficetowprepareNASAtocarryoutourbo1dmissionstotemoonand1andthefirsthumansonMars/accordingtoteNASAAdministrator,Thegovernmentisactingasacata1ystandwearea1readyseeinggrowth

11、inteseemergingareas.Despitethetoughereconomicc1imate.EmergingIndustriesraisedcombined$309MinQ1zitsthird1argestquarterInthepastdecadeandmorethan80%ofthefundingIn2023NASAsArtemisandre1atedprogramsunderpin1ong-termgrowthinthecommercia11unarmarketadrinQ1zthereweresevera1importantdeve1opments:Axiom,snews

12、pacesuitswererevea1edforNASArs1unarastronauts,a1unar1andercompany($1UNR)wentpub1icviaSPAC,U1Asnewrocketro11edoutto1aunchAstroboticzS1unar1ander1aterthisyear(butsufferedananoma1y),Spaces1anderentered1unarorbitinpreparationforasoft1andingattemptinQ2,and1eo1absannouncedtemmissionigofitsnewradartoimprov

13、etrackingofsate11itesanddebsInIow-Earthorbit.TeSpaceEconomyisa1soonthevergeofamajornewphaseofdeve1opmentowthatStarshipispoisedtomakeitsdebut.Starshiphasthepotentia1todramatica11ytransformthemarket:itwi11makesomeexistingInfrastructureobso1ete,acce1erategrowthInexistingmarkets,andenab1eentire1ynewindu

14、stries.Meanwhi1e,advancesinterrestria1techwi11continuetoacce1erategrowthdownstream.Forexamp1e,advancementsinA!arerapid1yenhancingthecapabi1itiesofDistributionandApp1icationscompanies,particu1ar1ywithinGEOINT.Amidttwsecha11engingeconomictimes,onethingremainscertain-space-basedtechno1ogiesarep1ayingan

15、Increasing1yvita1ro1einoureconomy,andwi11continuetotransformtewor1drs1argestindustriesfordecadestome,whichiswhyweareproudtoannouncethebunchOfFUnd3tocontinueinvestingattheintersectionofspacea唾IeCh.RiseoftheSpaceStartupsCUMU1ATIVEPRIVATEMARKETEQUITYINVESTMENTFROM2014TOPRESENTTOTA1INVESTMENTBYGERAPHYTo

16、ta1investmehtbyindustry.USAChinaSingapore-UKIndiaIndcoesia*FranceCanadaOther1Sate1Mes$241.7B1auxti$26.7BEmefg1nghdUSIneS$1,1BToTAuNVESTMENTBY1AYERANNUA1INVESTMENTBY1AYERIrtraitfuaureaDe1MUon.APP1(CabaIS$55.4BS8.4B$208.5BApp1icationsQsinbutionmm.hfrasrctjre_N1XTnW“RourxJsJ11jf1!1J700410019782005Goo1eMapa1aunched1