华利安：2023Q2交通科技行业更新报告（英文版）（43页）.pdf

1、Transportation Technology UpdateSector Coverage ReportQ2 2023Introduction2We are pleased to issue our Transportation Technology Update for Q2 2023.With this update,we introduce detailed profiles addressing market sizing and drivers of technology adoption for each of the eight primary transportation

2、sectors we cover:automotive,aviation,maritime,off-road,public transit,rail,supply chain and logistics,and trucking.We remain enthusiastic about the transportation technology sector and the long-term opportunities therein.Generally,demand for and interest in transportation technology assets remain st

3、rong as key secular tailwinds continue to benefit the sector and encourage adoption of technology solutions.M&A and financing activity has stabilized around normalized pre-COVID-19 levels,while publicly traded players have seen a strong rebound in valuations,with our transportation technology index

4、up 30%YTD.As our firm continues to execute transactions in this space,we invite you to contact us to discuss past transactions,future opportunities,or the ecosystem more broadly.Best Regards,Shane KaiserManaging Director,Head of Transportation TechnologyInside the UpdateMarket Overview and Themes Dr

5、iving Investment in Technology Page 61Public Markets Update Page 303M&A and Financing Activity Within Transportation Technology Page 162About Houlihan Lokey Page 354Source:S&P Capital IQ.Market data as of June 30,2023.Transportation tech index constituents shown on page 31.Houlihan Lokeys Transporta

6、tion Technology Practice3Tyler DeckSenior Vice PresidentBostonTDeckHL.com+1 617.316.7106David RiemenschneiderSenior AdvisorLondonDavid.RiemenschneiderHL.com +44(0)79 5047 6702Tomohiko KubotaExecutive DirectorTokyoTomohiko.KubotaHL.com+81 80 9027 3008Transportation Technology TeamTim MacholzDirectorS