华丽安：2024H1交通科技行业更新报告（英文版）（38页）.pdf

1、Transportation Technology UpdateSector Coverage Report:H1 2024IntroductionWe are pleased to issue Houlihan Lokeys Transportation Technology Update,which offers an update on year-to-date trends and our perspectives on the remainder of 2024.Despite the recent volatility,public technology stocks have c

2、ontinued to rally,with the Nasdaq climbing 12%year-to-date,as investors continue to wait for interest rate cuts.Innovations around AI have fueled mega-cap stocks like Nvidia,while the rest of the market(including our Transportation Technology Index)has not benefited from the same bullishness.The M&A

3、 market has stabilized(although Q2 wasnt as active as hoped)and we have seen several exciting transactions in the transportation technology space.Pitch activity has also increased as buyer/seller expectations are finally re-aligning.Investors are excited about the advancements were seeing in transpo

4、rtation technology,from AI to digitization in the face of labor shortages to electrification,and were looking forward to connecting with you to discuss the eight primary transportation sectors we cover:automotive,aviation,maritime,off-road,transit and mobility,rail,supply chain and logistics,and tru

5、cking.Best regards,Shane KaiserManaging Director,Head of Transportation TechnologyInside the UpdateH1 2024 Review and Outlook Page 71M&A and Financing Activity Within Transportation Technology Page 122Public Markets Update Page 263About Houlihan Lokey Page 3142Houlihan Lokeys Transportation Technolo

6、gy Practice3Transportation Technology TeamFeatured TransactionsSubsector Focus Areas AutomotiveAviationMaritimeOff-RoadTransit and MobilityRailSupply Chain and LogisticsTruckingTombstones included herein represent transactions closed from 2021 forward.Tomohiko KubotaExecutive DirectorTokyoTomohiko.K