風(fēng)投資金正源源不斷地涌入亞洲,按今年迄今流入的資金額外推的話,亞洲科技初創(chuàng)企業(yè)今年吸收的資金有望達到564.4億美元,相當(dāng)于同比增長132%。
Leading the charge are China’s big tech giants, who have taken the baton from the more traditional venture capital firms. Tencent outranked Sequoia as the top investor, with 19 unicorns to the venture capital firm’s 13. Almost half China’s 46 unicorns were backed by one of the members of China’s BAT tech trinity — Baidu, Alibaba and Tencent — or ecommerce site JD.com.
領(lǐng)投者是中國科技業(yè)巨頭,它們從更為傳統(tǒng)的風(fēng)投機構(gòu)手中接過了接力棒。騰訊(Tencent)投了19家“獨角獸”企業(yè),超過風(fēng)投公司紅杉資本(Sequoia Capital)成為頭號投資者,紅杉投了13家。中國46家“獨角獸”企業(yè)中,近一半都有“BAT”(百度(Baidu)、阿里巴巴(Alibaba)、騰訊)科技業(yè)三巨頭之一或電商網(wǎng)站京東(JD.com)的投資。
However, as in other parts of the globe, unicorns are a declining breed, according to CB Insights, a data intelligence platform. Just 17 were minted last year, down 26 per cent from the 2015 and with no major pick up seen so far this year.
但數(shù)據(jù)情報平臺CB Insights的數(shù)字顯示,像全球其他地區(qū)一樣,“獨角獸”這一物種在亞洲也處于衰落中。去年僅誕生了17家“獨角獸”,比2015年下降了26%,而且今年迄今誕生數(shù)量并未出現(xiàn)顯著回升。
China has stabled some of the world’s biggest unicorns including Xiaomi, once the biggest of all with a value of $40bn that then trumped Uber.
中國已將全球一些最大的“獨角獸”置于廄中,其中包括小米(Xiaomi),該公司曾是世界最大的“獨角獸”企業(yè),估值一度達到400億美元、比當(dāng)時的優(yōu)步(Uber)還高。
Didi Chuxing is in the throes of raising $5bn-$6bn from investors, which would value the ride-hailing app at $50bn, making it the world’s second most valuable private tech start-up after Uber.
滴滴出行(Didi Chuxing)正努力從投資者那里籌集50億至60億美元,這將讓這家叫車應(yīng)用公司的估值達到500億美元,令其成為排在優(yōu)步之后的估值全球第二高的私人科技初創(chuàng)企業(yè)。
“Venture capital funding in Shenzhen is now much more active than many other places in the US, especially for hardware,” said Bill Liu, chairman and chief executive officer of Shenzhen-based Royole which makes flexible displays both for business and to use in its own branded consumer products and was valued at $3bn at its last funding round.
深圳柔宇(Royole)董事長兼首席執(zhí)行官劉自鴻(Bill Liu)表示:“深圳的風(fēng)投資金現(xiàn)在比美國許多地方都要活躍得多,尤其是硬件領(lǐng)域。”柔宇生產(chǎn)用于商業(yè)以及其自有品牌消費品的柔性顯示屏,該公司在最新一輪融資中估值30億美元。
While investment flows are predicted to roar back this year, 2016 — as elsewhere in the world — was marked by waning appetites. Venture capital funding into Asia shrank to $24.3bn, only $5bn more than had been raised by May 5 this year and sharply down on 2015’s $36.9bn.
雖然預(yù)計今年的投資流將大幅回升,但在2016年,亞洲像全球其他地區(qū)一樣,投資興趣顯著下降。流入亞洲的風(fēng)投資金萎縮至243億美元,僅比今年截至5月5日的數(shù)字多50億美元,與2015年的369億美元相比也低得多。
That matches global trends. Overall, global venture capital funding fell 23 per cent to $100.8bn in 2016, according to the PwC and CB Insights MoneyTree report published in January.
這與全球趨勢相吻合。根據(jù)普華永道(PwC)和CB Insights今年1月發(fā)布的MoneyTree報告,2016年全球風(fēng)投資金總體上萎縮了23%,至1008億美元。
Worst hit was Silicon Valley, where funding last year was down 28 per cent year-on-year to $24.9bn, with 21 per cent fewer deals than in 2015.
硅谷首當(dāng)其沖,去年融資額同比下降28%,至249億美元,交易數(shù)量比2015年減少了21%。
The money pouring into China’s hotspots, such as Shenzhen, the fishing village turned sprawling metropolis across the border from Hong Kong and home to Tencent, has prompted some concerns of froth in the market.
涌入深圳等中國熱點地區(qū)的資金已引發(fā)了一些對市場中存在泡沫的擔(dān)憂。深圳毗鄰香港,曾是一個漁村,后發(fā)展為一座龐大的都市,騰訊總部就在深圳。
“Venture capital isn’t going to invest in this kind of bubble,” says Liu Jingkang, chief executive of Insta360, a start-up making gadgets that produce 360-degree photos. “There are many players in this kind of bubble sector who are making money, but it’s just hot money.”
生產(chǎn)全景攝像頭的初創(chuàng)企業(yè)“深圳嵐鋒創(chuàng)視網(wǎng)絡(luò)科技公司”(Insta360)的首席執(zhí)行官劉靖康表示:“風(fēng)投不會投資這類泡沫。在這類泡沫行業(yè)中有不少玩家,他們現(xiàn)在也賺了錢,但這樣的只是熱錢。”