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档案库 · 气候与能源 · 战略决策 · 2017–2024

Roam押注肯尼亚的摩托车和公交车电动化;2400万美元A轮融资支持本地组装

以Opibus起家,将陆虎改装为电动车,后押注本地设计和组装的摩托车与公交车可为东非交通带来电动化。

Roam(原Opibus)

它在赌什么非洲的燃油摩托车和公交车会转向电动,前提是车辆在本地设计、组装和定价,而非进口。在扩

做的是什么生意

Designs and assembles electric motorcycles (Roam Air) and mass-transit buses (Roam Move, Roam Rapid) in Kenya, with swappable batteries, charging infrastructure and a fleet of converted commercial vehicles.

启动资金$5M equity plus $2.5M in grants in the 2021 pre-Series A, after earlier angel funding

起因

Founded in 2017 as Opibus by Filip Gardler, Filip Lövström and Mikael Gånge, a Swedish-Kenyan team. It became the first company in Kenya to commercially convert diesel and gasoline vehicles to electric, retrofitting 170 vehicles for mining companies and tour firms, before concluding that conversions could not scale fast enough for motorcycles and deciding to design and manufacture its own vehicles instead.

经过

In November 2021 Opibus raised a $7.5M pre-Series A — $5M equity led by At One Ventures with Factor[e] Ventures and Ambo Ventures, plus $2.5M in grants — and shifted to mass production, taking pre-orders for electric motorcycles starting at $1,300 and claiming operating costs up to 60% lower than petrol alternatives. It rebranded as Roam in April 2022, launched the Roam Air motorcycle with two swappable battery packs, and in September 2023 launched the Roam Move: a 42-seater bus with a 200km range, assembled in Kenya from Chinese parts, priced at $135,000, with 50 orders booked. In February 2024 it raised a $24M Series A — $14M equity led by Equator with At One Ventures, TES Ventures, Renew Capital, The World We Want and One Small Planet, plus a $10M debt commitment from the US DFC.

结果

Still running and scaling: after the Series A, Roam aimed for production of 1,000 motorcycles a month, ran East Africa's largest electric motorcycle plant at its ROAM Park facility, and targeted output of 50,000 units a year.

背景

Roam的赌注是肯尼亚的燃油交通——运载东非大部分旅客的摩托车出租车和matatu巴士——如果车辆为当地条件设计、组装和定价而非进口,会转向电动。2017年由瑞典-肯尼亚团队以Opibus创立,起步为肯尼亚首家商用电动车改装企业,改装了170辆柴油和汽油车,但之后认定改装无法快速扩展到摩托车。

2021年11月,Opibus筹集750万美元pre-Series A轮并转向量产,接受电动摩托车预订,起价1300美元。2022年4月更名为Roam,推出带可换电池组的Roam Air摩托车,2023年9月推出Roam Move巴士——42座,续航200公里,在肯尼亚用中国零部件组装,售价13.5万美元,已预订50辆。2024年2月筹集2400万美元A轮:1400万美元股权由Equator领投,另加美国DFC的1000万美元债务承诺。

A轮后,Roam目标月产1000辆摩托车,运营东非最大的电动摩托车工厂,并宣称在非洲捕获或减少超过12万吨碳排放。赌注仍在进行,肯尼亚政府通过税收措施推动电动车普及,但电网、充电和成本挑战仍减缓整个大陆的转型。

这件事要成立,得有什么

  • Boda bodas和matatus是非洲的默认交通工具,因此电动化它们涉及巨大市场而非小众。
  • 改装无法快速扩展到摩托车,所以Roam从零设计了自有摩托车和巴士,并配备内部动力总成。
  • 可换电池、家庭充电和高离地间隙专为肯尼亚条件设计,而进口电动车忽视了这些。
  • 燃油成本节省高达60%给骑手和运营商带来了经济转换理由,而不仅仅是环保理由。
  • Equator、DFC和气候风投资助本地组装,让Roam在设计上占据更大份额并削减供应商利润。

可借鉴之处

改装证明了需求但无法规模化:Roam转向本地设计和组装,押注非洲本土电动车在运营成本上能击败进口燃油车。

后续进展

截至2024年2月,Roam正扩大生产而非寻求新一轮融资:计划月产1000辆摩托车,称满负荷下每月可组装40辆Move巴士,并宣称在非洲捕获或减少超过12万吨碳排放。公司仍是肯尼亚电动车推动的核心参与者,与BasiGo和Ampersand等竞争,肯尼亚政府对电动巴士实行零税率,并免征组装摩托车的消费税。

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