Unique Research · Insight / Quarterly · October 11, 2022 · Full rewrite — not a stub
As of Sep 30, 2022: 76 listed MarTech names, combined cap ¥272.07B; Q3 avg move −9.52% (Sep −12.34%). Saturday largest at ¥12.69B. A-shares 55 names avg −12.57% (only 6 up; BlueFocus −31.4%); HK avg +5.75% (Caixun Media +455%, Hushi Media −71.8%); US all down (iClick −47.9%). IPOs: Yidian Tianxia (301171.SZ) listed Aug 19 (’21 rev ¥3.43B, NI ¥259M); Yuepu Group filed SSE main board Jul 8.
Private: Q3 funding ¥3.419B / 35 deals (+15.9% QoQ $; −22% YoY $); avg ticket ¥90M. Sales-service & analytics cloud 17.6% each; marketing cloud 14.7%; sales cloud 11.8%. Active: Sequoia China ¥270M led; GGV ¥180M; AVIC ¥110M. Highlights: Dianxiaomi $110M D (Sequoia + SoftBank Vision II); EasyYa multi-¥100M B; Youyi $20M D+; Weiling ¥100M A; Chatail $10M+ B; Boding Pre-A (Unique Capital FA); Longyun→Chenyue ¥200M. Charts in CN images — attach on ingest.
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