国外咨询用行业分析框架教案资料.ppt

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1、国外咨询用行业分析框架2IndustryPrimer–[]KeyIndustryCharacteristics[Fragmentedmarket][State-ownership][Importorexportdriven][Segmentationofmarketspace][Innovationdriven?][Cyclical?][Demographic-driven][Protectedsector][Lowpenetration][Lackingcertainexpertise][Scale-play][Brand-driven][Highbarrierofentry][Hi

2、ghR&D]RecentDevelopments[Introductionofcertaintechnology][Openingofcertainmarkets][Cuttingimporttariff]Relyonnewsrun,industrysectorreports,discussionsincompanyannualreports9/16/2021HK000I5D_ML_ChinaOpportunities_0804.ppt3IndustryPrimer–[]KeyIndustryTrends[Certainproducttypepopular][Pricecuts][In

3、tensifyingcompetition][Margincompression][Coupledwithfinancing–electronicsforexample][Domesticconsolidation][Diversificationofcustomerbase][Inter-provincialexpansion][Decliningimporttariff][Government'sstanceandposition][Funding–moreprivatesectorcapital][Shiftindistributionchannel]Relyonnewsrun,

4、industrysectorreports,discussionsincompanyannualreports9/16/2021HK000I5D_ML_ChinaOpportunities_0804.ppt4IndustryPrimer–[]KeyDrivers[Strongoveralleconomicperformance][Infrastructureexpansion][Increasingconsumerawareness][Increaseinconstructionwork][Increaseindisposalincome]TiebacktotheIndustryCh

5、aracteristicsandTrends____________________Source:[]Driver1Driver2Driver3Driver4Source:Industryreports,equityresearchonprofiledcompanies9/16/2021HK000I5D_ML_ChinaOpportunities_0804.ppt5KeyPlayersandMarketShareIndustryPrimer–[]CompetitiveLandscape____________________Source:[][Listkeydomesticorfore

6、ignplayersandrespectivemarketshare]Source:Industryreports,equityresearchonprofiledcompanies,newsruns9/16/2021HK000I5D_ML_ChinaOpportunities_0804.ppt6IndustryPrimer–[]RegulatoryEnvironmentKeyRegulationsandLicensingRequirementsForeignOwnershipRestrictions[Currentsituation][WTOcommitments][Favorabl

7、etreatmentforHKcompanies?][Distribution?Manufacturing?Marketing?][Investmentrestrictions]KeyRegulatoryAgenciesRelevantTaxRegulations[Favorabletaxtreatmentforoperationincertainregion[Tocome]____________________Source:[]Source