PitchBook：2025年工业技术展望报告（英文版）（17页）.pdf

1、1PitchBook Data,Inc.Nizar Tarhuni Executive Vice President of Research and Market IntelligencePaul Condra Head of Emerging Technology ResearchInstitutional Research GroupAnalysisEMERGING TECH RESEARCH2025 Industrial Technology OutlookOur analysts outlook on industrial technology in 2025PitchBook is

2、a Morningstar company providing the most comprehensive,most accurate,and hard-to-find data for professionals doing business in the private markets.Published on December 20,2024PublishingDesigned by Chloe LadwigDataHarrison Waldock Data Ap.2Aerospace&defense:Commercial aerospace will benefit from Boe

3、ing-fueled supply chain shortages.p.4Supply chain tech:Erosion of the free-trade regime will drive demand for supply chain tracking and visibility solutions.p.6Carbon&emissions tech:Carbon capture and green chemical production startups will face project delays and cancellations due to competition fo

4、r low-carbon energy.p.9Clean energy:VC deal value for non-lithium-battery chemistries will grow while lithium battery VC deal value falls.p.11Agtech:Policy changes by US President-elect Donald Trump will drive significant investment in farm automation and productivity tools.p.14Analyst Q&A2025 outlo

5、oksJonathan Geurkink Senior Analyst,Emerging Technology Jim Corridore Senior Analyst,Industrials John MacDonagh Senior Analyst,Emerging Technology Alex Frederick Senior Analyst,Emerging Technology 22025 Industrial Technology OutlookAircraft parts&components PE deal count by type020406080100120201720

6、18201920202021202220232024Add-onPlatformMinoritySource:PitchBook Geography:Global As of September 30,2024Jim CorridoreSenior Analyst,IRationaleBoeing has had a hard time recently,and much of it has been self-inflicted.The companys production rates have been severely impacted by aircraft groundings,q