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德勤(Deloitte):2025-2026年冬季中欧私募股权信心调查报告(中译版)(20页).pdf

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1、Resilience Remains20+years Central Europe Private Equity Confidence Survey Central Europe,Winter 2025/2026Resilience Remains|Private Equity Confidence Survey Central Europe2 2026.Deloitte Central EuropeContentsIntroduction 4 Central European Private Equity Index:Key findings 5Survey Results 7Economi

2、c climate 8Debt availability 9Investors focus 10Size of transactions 11Market activity 12Investment return 13Investors activities 14Competition for new investments 15Vendor pricing 16Navigating todays backdrop 17Contacts 19Resilience Remains|Private Equity Confidence Survey Central Europe3 2026.Delo

3、itte Central Europe“We are very encouraged to see confidence among the regions deal-doers remain high.It is a testament to their experience in building businesses across cycles and ability to identify and realize opportunity as they create sustainable value in the companies they back.The financial s

4、upport and expertise of seasoned private equity investors can deliver a step change in the growth of businesses,helping them expand geographically and boost revenues,profits and headcount as they create market leaders.”Jan Vomacka Partner,Private Equity Leader,Deloitte Central EuropeResilience Remai

5、ns|Private Equity Confidence Survey Central Europe3 2026.Deloitte Central EuropeResilience Remains|Private Equity Confidence Survey Central Europe4 2026.Deloitte Central EuropeServing as a barometer of sentiment of private equity practitioners in the region for over 20 years,the Deloitte Central Eur

6、opean(CE)Private Equity(PE)Confidence Survey Index score has climbed gently to land at 135,comfortably above our historical average of 116.The latest result highlights the ongoing importance of experience-based expertise among the regions private equity community.The regions solid activity levels of

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1. **信心指数创新高**:德勤中欧私募股权信心指数达135,远超历史均值116,显示市场乐观情绪。 2. **经济与债务环境改善**:46%受访者预期经济好转,51%认为债务融资增加(连续三季度上升)。 3. **市场活动持续活跃**:56%预计2026年市场活动将增长(仅8%预期下降),交易规模稳定(60%认为不变)。 4. **投资者关注转移**:46%聚焦新投资(较前次降8%),38%转向投资组合管理(防御策略)。 5. **竞争与定价**:61%认为市场领导者竞争最激烈,17%预期2026年卖方定价将上升。 6. **区域亮点**:中欧企业“反向全球化”并购增多(如拉脱维亚Agrova收购英国Sunrise Eggs),超高净值投资者角色增强。
**信心指数为何升?** **债务融资有何变化?** **市场机会在哪?**
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