移動行業特殊目的收購公司 (SPAC) 的全球市場：增長機會

特殊目的收購公司 (SPAC) 交易將在 2021 年超過 160 億美元，特殊目的收購公司 (SPAC) 合併在希望更快、更輕鬆地上市的初創公司中變得流行。

本報告分析了全球特殊目的收購公司 (SPAC) 市場的移動性，提供有關戰略要務、增長機會、市場概覽、交易等方面的信息。

內容

戰略要務

增長機會分析

• 移動行業的特殊目的收購公司 (SPAC)
• 本研究回答的主要問題
• 增長驅動力
• 抑制增長的因素

調查總結

• 移動行業的特殊目的收購公司 (SPAC) 交易（2021-2022 年）
• 特殊目的收購公司 (SPAC) 選定公司的回報分析
• 特殊目的收購公司 (SPAC) 業績狀況分析
• 移動行業特殊目的收購公司 (SPAC) 的未來

特殊目的收購公司 (SPAC) 概述

• 簡介
• 特殊目的收購公司 (SPAC) 市場演變
• 特殊目的收購公司 (SPAC) 流程的 PESTLE 分析
• 特殊目的收購公司 (SPAC) 流程的參與者
• 特殊目的收購公司 (SPAC) 流程流程圖
• 特殊目的收購公司 (SPAC) 生命週期的三個階段
• 去 SPAC 流程
• 特殊目的收購公司 (SPAC) 合併與傳統 IPO - 時間線差異
• 特殊目的收購公司 (SPAC) 合併與傳統 IPO 的區別
• 特殊目的收購公司 (SPAC) 名單的全球比較
• 特殊目的收購公司 (SPAC) 流程的優勢
• 特殊目的收購公司 (SPAC) 流程中的挑戰 - 股東視角
• 特殊目的收購公司 (SPAC) 流程面臨的挑戰

移動領域的特殊目的收購公司 (SPAC)

• 交易
• 交易規模（2020/2021）
• 交易價值 (2020/2021)
• 交易快照 (2020/2021)

電氣領域的特殊目的收購公司 (SPAC) 交易

• 過去兩年的高價值特殊目的收購公司 (SPAC) 交易 - 前 10 名
• 為什麼電氣領域的特殊目的收購公司 (SPAC) 交易是主要業務
• 在電氣領域的特殊目的收購公司 (SPAC) 交易
• 交易：按主要次區域
• 交易規模：按子區域
• 交易評估：按子區域
• 高價值交易 - 前 10 名
• 用例 1 - Polestar
• 用例 2 - 到達
• 用例 3 - QuantumScape
• 用例 4 - REE
• 用例 5 - ChargePoint

自治領域的特殊目的收購公司 (SPAC) 交易

• 交易明細 (2020-2021)
• 自治部門的特殊目的收購公司 (SPAC) 交易
• 交易：按主要次區域
• 交易規模：按子區域
• 交易評估：按子區域
• 用例 1 - Luminar
• 用例 2 - 極光

互聯共享出行領域的特殊目的收購公司 (SPAC) 交易

• 互聯出行領域的特殊目的收購公司 (SPAC) 交易明細（2020-2021 年）
• 互聯出行領域的特殊目的收購公司 (SPAC) 交易：按主要子領域劃分
• 共享出行領域的特殊目的收購公司 (SPAC) 交易詳情（2020-2021 年）
• 共享出行領域的特殊目的收購公司 (SPAC) 交易：按主要子領域劃分

航空服務、飛行汽車和其他移動相關領域的特殊目的收購公司 (SPAC) 交易

• 其他移動相關領域的特殊目的收購公司 (SPAC) 交易明細（2020-2021 年）
• 其他移動相關領域的特殊目的收購公司 (SPAC) 交易：按主要子領域
• 飛行汽車和航空服務領域的特殊目的收購公司 (SPAC) 交易明細（2020-2021 年）
• 飛行汽車和航空服務領域的特殊目的收購公司 (SPAC) 交易：按主要子領域

增長機會宇宙

• 增長機會 1 - 初創公司和科技公司更喜歡特殊目的收購公司 (SPAC) 流程而不是 IPO
• 增長機會 2 - EVS 仍然是特殊目的收購公司 (SPAC) 交易的關鍵部分
• 增長機會 3 - 特殊目的收購公司 (SPAC) 流程是快速進入市場的途徑
• 附錄列表
• 免責聲明

SPAC Deals of More than $16 Billion in 2021 Show SPAC Mergers Gaining Popularity among Start-ups Looking to Go Public Quicker and Easier

In 2020 and 2021 SPAC popularity exploded, grabbing the attention of investors, start-ups, technology companies, and regulators alike. The SPAC approach offers many start-ups, technology companies, and non-traditional automotive companies an alternative path to public market. Essentially blank check shell companies, SPACs are formed to list companies on stock exchanges or make them public without going through the traditional IPO process. Automotive/mobility-related SPACs are growing exponentially as this approach allows cash flow into the companies that need large capital to expand their operations and launch use-case-driven products in the market. The SPAC hype is quite relevant to automotive tech companies, with more than 40 SPACs announced in 2021 alone. This study provides an executive outlook of SPAC deals happening in the automotive industry.

The electric, autonomous, and urban air mobility (flying cars) segments experienced more SPAC formations than all other automotive industry verticals. Among them are Joby Aviation, Archer Aviation, Lilium, Blade Urban Air Mobility, Faraday Future, Fisker, Lucid Motors, Canoo, Polestar, and REE.

Research Highlights:

• Analyze and understand SPACs, the SPAC structure, and the various processes involved in SPAC deals

• Deep dive into the evolution of SPACs and the time frame and life cycle of the SPAC process

• Identify how the SPAC process differs from the traditional IPO process, the regulations involved, and the challenges and growth factors for SPACs in the mobility market

• Provide a strategic overview of the SPAC process, with the intent of identifying and understanding the key stakeholders, segments, regions, and companies driving the innovations through this alternate IPO concept

• Highlight the evolution of SPAC in automotive

• Deep dive into the key operational model of SPAC, with a specific focus on its automotive regulations and methodology

• Provide an overview of top SPAC mergers and their transaction highlights

Key Issues Addressed:

• What is the SPAC concept and why SPAC is needed in automotive?

• What are the advantages and disadvantages of SPAC?

• Which are the key growth segments in SPAC?

• What strategies are possible for automotive companies seeking long-term SPAC investment?

• What are the future opportunities in SPAC?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on SPAC in the Mobility Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• SPAC in Mobility
• Key Questions This Study Will Answer
• Growth Drivers
• Growth Restraints

Research Summary

• SPAC Deals in Mobility Between 2021 and 2022
• SPAC Return Analysis of Select Companies
• SPAC Performance Position Analysis
• Future of SPAC in Mobility

SPAC Overview

• Introduction to SPAC
• Evolution of the SPAC Market
• Pestle Analysis for the SPAC Process
• People Involved in the SPAC Process
• SPAC Process Flow Chart
• The 3 Phases of the SPAC Life Cycle
• The De-SPAC Process
• SPAC Merger Vs. Traditional IPO-differences in Timeline
• Differences Between SPAC Merger and Traditional IPO
• Global Comparison of SPAC Listings
• Advantages of the SPAC Process
• Challenges in the SPAC Process-Shareholders' Perspective
• Challenges Involved in the SPAC Process

SPAC in Mobility

• SPAC Deals in Mobility
• SPAC Deals in Mobility (continued)
• Mobility SPAC Deals Size for 2020 and 2021
• Mobility SPAC Deals Valuation for 2020 and 2021
• Snapshot of SPAC Deals in Mobility, 2020 and 2021

SPAC Deals in Electric Segment

• Top 10 High-valued SPAC Deals in the Last Two Years
• Why SPAC Deals are a Go-to for the Electric Segment
• SPAC Deals in the Electric Segment
• Electric SPACS by Major Sub-domain
• Electric SPACS by Major Sub-domains (continued)
• Electric Segment SPAC Deal Size by Sub-domain
• Electric Segment SPAC Deal Valuation by Sub-domain
• Top 10 High-value SPAC Deals in Electric-2020 and 2021
• Use Case 1-Polestar
• Use Case 2-Arrival
• Use Case 3-QuantumScape
• Use Case 4-REE
• Use Case 5-ChargePoint

Spac Deals in Autonomous Segment

• Breakdown of Autonomous SPAC Deals, 2020-2021
• SPAC Deals in Autonomous Segment
• Autonomous SPAC Deals by Autonomous Sub-domain
• Autonomous Segment SPAC Deal Size By Sub-domain
• Autonomous Segment SPAC Deal Valuation By Sub-domain
• Use Case 1-Luminar
• Use Case 2-Aurora

SPAC Deals in Connected and Shared Mobility Segment

• Breakdown of Connected SPAC Deals, 2020-2021
• Connected SPAC Deals by Major Sub-domain
• Breakdown of Shared Mobility SPAC Deals, 2020-2021
• Shared Mobility SPAC Deals By Major Sub-domain

SPAC Deals in Aviation Services, Flying Cars, and Other Mobility-related Segments

• Breakdown of Other Mobility SPAC Deals, 2020-2021
• Other Mobility SPAC Deals by Major Sub-domain
• Breakdown of Flying Cars and Aviation Services SPAC Deals, 2020-2021
• Flying Cars and Aviation Services SPAC Deals by Major Sub-domain

Growth Opportunity Universe

• Growth Opportunity 1-Start-ups and Tech Companies Prefer the SPAC Process Over IPO
• Growth Opportunity 1-Start-ups and Tech Companies Prefer the SPAC Process Over IPO (continued)
• Growth Opportunity 2-EVS Remain a Prominent Segment for SPAC Transactions
• Growth Opportunity 2-EVS Remain a Prominent Segment for SPAC Transactions (continued)
• Growth Opportunity 3-SPAC Process Fast-tracks the Route to Market
• Growth Opportunity 3-SPAC Process Fast-tracks the Route to Market (continued)
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer