国外咨询用行业分析框架.ppt

《国外咨询用行业分析框架.ppt》由会员上传分享，免费在线阅读，更多相关内容在工程资料-天天文库。

1、DRAFTChinaIndustryPrimer[]August18,2004CONFIDENTIALHK000I5X9/4/2021HK000I5D_ML_ChinaOpportunities_0804.ppt1TotalMarketSizeandPerformanceNo.ofPlayers/TotalProductionCapacityUnitPrice/UnitsSoldIndustryPrimer–[]MarketOverviewBreakdowntoprovince/regionandsubsectorasappropriat

2、eIncludeasmuchdetailasappropriate/possibleFootnoteallyoursources!!____________________Source:[][Datatocome][Datatocome][Datatocome]9/4/2021HK000I5D_ML_ChinaOpportunities_0804.ppt2IndustryPrimer–[]KeyIndustryCharacteristics[Fragmentedmarket][State-ownership][Importorexport

3、driven][Segmentationofmarketspace][Innovationdriven?][Cyclical?][Demographic-driven][Protectedsector][Lowpenetration][Lackingcertainexpertise][Scale-play][Brand-driven][Highbarrierofentry][HighR&D]RecentDevelopments[Introductionofcertaintechnology][Openingofcertainmarkets

4、][Cuttingimporttariff]Relyonnewsrun,industrysectorreports,discussionsincompanyannualreports9/4/2021HK000I5D_ML_ChinaOpportunities_0804.ppt3IndustryPrimer–[]KeyIndustryTrends[Certainproducttypepopular][Pricecuts][Intensifyingcompetition][Margincompression][Coupledwithfinan

5、cing–electronicsforexample][Domesticconsolidation][Diversificationofcustomerbase][Inter-provincialexpansion][Decliningimporttariff][Government'sstanceandposition][Funding–moreprivatesectorcapital][Shiftindistributionchannel]Relyonnewsrun,industrysectorreports,discussionsi

6、ncompanyannualreports9/4/2021HK000I5D_ML_ChinaOpportunities_0804.ppt4IndustryPrimer–[]KeyDrivers[Strongoveralleconomicperformance][Infrastructureexpansion][Increasingconsumerawareness][Increaseinconstructionwork][Increaseindisposalincome]TiebacktotheIndustryCharacteristi

7、csandTrends____________________Source:[]Driver1Driver2Driver3Driver4Source:Industryreports,equityresearchonprofiledcompanies9/4/2021HK000I5D_ML_ChinaOpportunities_0804.ppt5KeyPlayersandMarketShareIndustryPrimer–[]CompetitiveLandscape____________________Source:[][Listkeydo

8、mesticorforeignplayersandrespectivemarketshare]Source:Industryreports,equityresearchonprofiledco