图片来源： Also 2025年的电动出行行业，正经历一场深刻的"冰火两重天"。 一边是传统新能源乘用车市场的白热化内卷，特斯拉创下8.5%的历史最大年度销量跌幅，比亚 迪凭借全球化布局登顶全球纯电销冠，头部阵营的座次更迭背后，是价格战、技术战与渠道战的全方位绞杀；另一边，新兴的微出行领域正迎来资本热潮 ——电动微出行赛道北美企业Also创立一年估值达10亿美元引爆市场，3亿美元融资的不仅让行业焦点从"大汽车"转向"小交通"，更标志着电动出行的投资 逻辑已从"油车替代"迈入"需求驱动"的新阶段。 这场新旧赛道的势能转换，绝非偶然。当传统 新能源 汽车市场变为红海竞争,利润承压,资本开始主动寻找下一个未来的增长机会。 而覆盖电动自行车、滑 板车、轻便摩托车及轻型电动货车的微出行赛道，凭借政策红利、技术成熟度与场景刚需性，成为风投机构重新分配资金的新赛道。从硅谷到中国，从传 统车企到科技巨头，一场围绕短途出行的生态重构已然拉开序幕。 资本引爆：Also半年成独角兽，微出行赛道估值重构 2025年7月，由Rivian分拆的电动微出行公司Also完成2亿美元融资，估值跃升至10亿美元，成为硅谷新的独角兽企业。这轮融资 ...

Core Viewpoint - The article discusses the emergence of Also Inc., a spin-off from Rivian, which has secured $200 million in strategic financing, achieving a post-money valuation exceeding $1 billion, marking its rapid growth in the micro-mobility sector [2][21]. Group 1: Also Inc. and Its Development - Also Inc. was formed from Rivian's "Project Inder," focusing on lightweight electric two- and three-wheel vehicles, in response to the explosive growth of the global micro-mobility market [6][4]. - The company aims to position itself as a "micro-mobility solutions expert," with a product matrix that includes electric bicycles, three-wheelers, and four-wheel microcars [6][8]. - The flagship product is expected to launch in 2026 in Europe and North America, with plans for customized models for Asia and South America [7]. Group 2: Market Potential and Strategic Rationale - The global micro-mobility market is projected to exceed $50 billion by 2027, with electric bicycles accounting for over 40% of this market, highlighting a significant opportunity for Also [9]. - The shift towards micro-mobility is driven by urbanization trends, with predictions that by 2050, 70% of the global population will live in cities, creating a demand for efficient short-distance transportation solutions [9][8]. - Rivian's decision to spin off Also allows for more agile decision-making and resource allocation, enabling Rivian to focus on its core business of full-size electric vehicles while maintaining a stake in Also [12][13]. Group 3: Future Outlook and Innovations - Also's team has grown to nearly 70 members, with its first product, a two-wheeled single-seat smart transportation vehicle, expected to be unveiled later this year [18][19]. - The company plans to develop a range of products, including foldable electric scooters and three-wheeled logistics vehicles, to complement Rivian's full-size electric vehicles and create a comprehensive electric mobility ecosystem [20]. - The market has responded positively to Also's growth, with its valuation reaching unicorn status within six months of its formation, indicating strong investor confidence in its long-term potential [21][22].