国外咨询用行业分析框架.pptx

HK000I5XChina Industry Primer[ ]August 18, 2004CONFIDENTIALDRAFTNo. of Players / Total Production CapacityTotal Market Size and PerformanceUnit Price / Units SoldBreak down to province / region and subsector as appropriateInclude as much detail as appropriate / possible Footnote all your sources!!Industry Primer – [ ]Market Overview[Data to come][Data to come][Data to come]____________________Source: [ ]1Rely on news run, industry sector reports, discussions in company annual reportsIndustry Primer – [ ]Key Industry Characteristics[Fragmented market][State-ownership][Import or export driven][Segmentation of market space][Innovation driven ?][Cyclical ?][Demographic-driven][Protected sector][Low penetration][Lacking certain expertise][Scale-play][Brand-driven][High barrier of entry][High RD]Recent Developments[Introduction of certain technology][Opening of certain markets][Cutting import tariff]2Rely on news run, industry sector reports, discussions in company annual reportsIndustry Primer – [ ]Key Industry Trends[Certain product type popular][Price cuts][Intensifying competition][Margin compression][Coupled with financing – electronics for example][Domestic consolidation][Diversification of customer base][Inter-provincial expansion][Declining import tariff][Governments stance and position][Funding – more private sector capital][Shift in distribution channel]3Source: Industry reports, equity research on profiled companiesIndustry Primer – [ ]Key Drivers[Strong overall economic performance][Infrastructure expansion][Increasing consumer awareness][Increase in construction work][Increase in disposal income]Driver 1Driver 2Tie back to the Industry Characteristics and TrendsDriver 3Driver 4____________________Source: [ ]4Key Players and Market ShareSource: Industry reports, equity research on profiled companies, news runsIndustry Primer – [ ]Competitive Landscape[List key domestic or foreign players and respective market share]____________________Source: