美林的行业分析框架(中英文翻译版本)

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1、6/12/2021HK000I5D_ML_ChinaOpportunities_0804.pptDRAFTChinaIndustryPrimer（中国行业概况）[]August18,2004CONFIDENTIALHK000I5X6/12/2021HK000I5D_ML_ChinaOpportunities_0804.ppt1TotalMarketSizeandPerformance（市场规模及业绩）No.ofPlayers/TotalProductionCapacity（参与者数量/总产量）UnitPrice/UnitsSold（价格/销量）IndustryPrimer–[]（行业概况）Ma

2、rketOverview（市场概述）Breakdowntoprovince/regionandsubsectorasappropriateIncludeasmuchdetailasappropriate/possibleFootnoteallyoursources!!____________________Source:[][Datatocome][Datatocome][Datatocome]6/12/2021HK000I5D_ML_ChinaOpportunities_0804.ppt2IndustryPrimer–[]KeyIndustryCharacteristics（！主要行业特征）

3、[Fragmentedmarket]（细分市场）[State-ownership]（国有性）[Importorexportdriven]（进出口导向）[Segmentationofmarketspace]（市场空间分割）[Innovationdriven?]（创新驱动）[Cyclical?]（周期性）[Demographic-driven]（人口驱动）[Protectedsector]（受保护方面）[Lowpenetration]（低行业渗透）[Lackingcertainexpertise]（特定专业知识匮乏）[Scale-play]（规模）[Brand-driven]（品牌驱动）[High

4、barrierofentry]（高进入壁垒）[HighR&D]（高研发投入）RecentDevelopments[Introductionofcertaintechnology]（特定技术引进）[Openingofcertainmarkets]（特定市场开发）[Cuttingimporttariff]（进口关税削减）Relyonnewsrun,industrysectorreports,discussionsincompanyannualreports近期发展走向6/12/2021HK000I5D_ML_ChinaOpportunities_0804.ppt3IndustryPrimer–[]

5、KeyIndustryTrends（！主要行业趋势）[Certainproducttypepopular]产品类型流行[Pricecuts]降价[Intensifyingcompetition]增强的竞争[Margincompression]利润压缩[Coupledwithfinancing–electronicsforexample]财务、电子设备的举例[Domesticconsolidation]国内的兼并[Diversificationofcustomerbase]客户基础的多样性[Inter-provincialexpansion]跨省扩张[Decliningimporttariff]

6、进口关税下降[Government‘sstanceandposition]政府姿态[Funding–moreprivatesectorcapital]资金-更多的私营部门的资金[Shiftindistributionchannel]分销渠道的改变Relyonnewsrun,industrysectorreports,discussionsincompanyannualreports6/12/2021HK000I5D_ML_ChinaOpportunities_0804.ppt4IndustryPrimer–[]KeyDrivers！主要驱动力[Strongoveralleconomicperf

7、ormance]强大的整体经济表现[Infrastructureexpansion]基础设施的扩建[Increasingconsumerawareness]消费者意识的提高[Increaseinconstructionwork]建设工作的增加[Increaseindisposalincome]人均可支配收入的增加TiebacktotheIndustryCharacteristicsandTren