2023年3月10日,

2023年3月9日编者按:AgFunder AFN的母公司。不可否认2022年下半年被可怕的风险资本、和agrifoodtech也不例外。创业资金食品技术和亚博(agrifoodtech)在2022年达到296亿美元,同比下降了44%(同比),根据一项新的报告从食物,农业,和climate-tech风险资本公司AgFunder,淡马锡与全球生态系统合作伙伴。但部门公布收益在气候技术类别,如室内农业、生物能源和生物材料和精准农业。廉价资金越来越古怪的估值技术agrifoodtech驱车2021破纪录的517亿美元资金。然后,在战争之后,通货膨胀,和持续的供应链中断,市场在2022年崩溃。一眼以下图表显示是多么疯狂的旅程已经过去两年了。但目前世界上的许多宏观挑战——从通货膨胀到劳动力短缺粮食不安全——正在推动更多兴趣agrifoodtech作为解决方案,尤其是在其climate-tech-related类别。来源:AgFunder全球AgriFoodTech投资报告2023 AgriFoodTech气候技术为今年的报告在一个新的功能,AgriFoodTech VC投资者的一项调查显示,尽管他们不期望提高估值在2023年,他们鼓舞,该行业也越来越认识到在气候技术交谈,它显示的数据。四类与气候相关技术和效率增加资金:生物能源和生物材料资金增加到23亿美元,较2021年增长15%。 This highlights the growing momentum for novel alternatives to plastics and animal-based materials as well as clean energy sources. Ag Biotech funding increased to $2.7bn versus $2.5bn in 2021 and was almost flat by number of deals, down just six to 216 (meaning it was not outlier driven). Novel Farming Systems funding increased 21% YoY to $2.85bn with the number of deals remaining flat year-over-year with significant deals across both insect and crop-based systems. Farm Management Software, Sensing & IoT funding increased $430m to $1.7 billion, albeit with a decline in deal activity, hinting at some large deals. Downstream, consumer-facing categories did not fare so well. Funding to eGrocery declined 73% year-over-year to $5.1 billion, Cloud Retail Infrastructure dropped 68% to $1.5 billion, and Innovative Food, which includes alternative protein, raised $3. billion, nearly 40% less than in 2021. No mega deals One of the major drivers for the big declines downstream was the lack of mega deals. There has been at least one deal of over $1 billion every year since 2016, except in 2020. In 2021 there were four — one of which was a whopping $3 billion round for eGrocery startup Furong Xingsheng as Chinese investors backed delivery startups with gusto as they tried to reach — and capitalize on — continually locked down consumers. The almost overnight drop in funding to food delivery startups in China contributed to a massive $5.5 billion drop in investment in China agrifoodtech in 2022 versus 2021. By comparison, the biggest deal in 2022 was a $768 million Series E for Turkey’s rapid food delivery giant Getir, and the second was a $500 million late-stage deal for now-publicly listed carbon capture company LanzaTech . The decline in the number of deals closed was, therefore, less pronounced than the dollar drop; some 2,797 deals closed in 2022, down 22% from the 3,445 we recorded in 2021. Furthermore, we generally expect the number of deals in 2022 to increase as more deals come to light. A few other key insights from the report include: Farm tech investment declined just 6% year-over-year, with startups raising $10.2bn across 848 deals. Of particular note was China’s increasing focus on farmtech innovations. Funding to African agrifoodtech startups increased 22% to over $600m. Some large deals helped inflate this but that’s a positive trend in itself. Funding declined more than 35% to the following categories: meal delivery, eGrocery, alternative protein, cloud retail, and midstream technologies. Download the full, FREE 90-page report here to get the full story. You can also receive our weekly data snapshot feature articles, which offer more granular insights from our database, by signing up for the newsletter here .