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1、HK000I5D*HK000I5D_ML_ChinaOpportunities_0804.pptChina Industry Primer（中国行业概况） August 18, 2004CONFIDENTIALHK000I5XHK000I5D*HK000I5D_ML_ChinaOpportunities_0804.ppt1Total Market Size and Performance（市场规模 及业绩）No. of Players / Total Production Capacity（参 与者数量/总产量）Unit Price / Units Sold（价格/销量）Industry Pr
2、imer （行业概况） Market Overview（市场概述）1. Break down to province / region and subsector as appropriate2. Include as much detail as appropriate / possible 3. Footnote all your sources!_ Source: Data to comeData to comeData to comeHK000I5D*HK000I5D_ML_ChinaOpportunities_0804.ppt2Industry Primer Key Industry
3、 Characteristics（！主要行业特征）nFragmented market（细分市场）nState-ownership（国有性）nImport or export driven（进出口导向）nSegmentation of market space（市场空间分割）nInnovation driven ?（创新驱动）nCyclical ?（周期性）nDemographic-driven（人口驱动）nProtected sector（受保护方面）nLow penetration（低行业渗透）nLacking certain expertise（特定专业知识匮乏）nScale-play（
4、规模）nBrand-driven（品牌驱动）nHigh barrier of entry（高进入壁垒）nHigh R lawyers websitesHK000I5D*HK000I5D_ML_ChinaOpportunities_0804.pptOverview of Multinationals Presence（跨国公司概况）7Industry Primer Foreign Participation to date（！目前为止外资参与情况）Market Share Breakdown Year?（市场份额下降）UNDER NO CIRCUMSTANCES SHOULD YOU CONTA
5、CT THE REGIONAL RMs（在任何情况下你都不能联系区域经理？ ？）_ Source: Source: Industry reports, equity research on profiled companies, news runs; SDC M&A runsHK000I5D*HK000I5D_ML_ChinaOpportunities_0804.ppt8Cross-Bordered M&A（跨国并购）Domestic M&A（国内并购）M&A Activity to Date（！目前为止企业并购情况）Industry Primer _ Source: Key Transact
6、ions（关键环节）_ (#) represent no. of deals_ (#) represent no. of deals(10)(10)(10)(10)(10)(10)(10)(10)(10)(10)(10)(10)to cometo comeSizable, notable transactions（规模化、显著性交易）Source: SDC M&A runs and news runsHK000I5D*HK000I5D_ML_ChinaOpportunities_0804.ppt9Ranking by ROA（总资产收益率排序）Ranking by ROE（净资产收益率排序）S
7、ummary of Players（！参与者情况汇总）Industry Primer _ Source: to cometo comeSource: SDC M&A runs and news runsRanking by Valuation（企业价值排序） Ranking by EBITDA Margin（税息折旧及摊销 前利润排序）to comeEV/EBITDA or P/E or P/BHK000I5D*HK000I5D_ML_ChinaOpportunities_0804.ppt10Company Profile - 公司简介Stock Market Performance股市表现R
8、ecent Developments近期发展Business Overview业务概况Key Management主要管理层Industry Primer nNo. of employees员工人数nGeographic coverage地理覆盖范围nProduct range产品类别nRevenue breakdown收入细分nKey brands主要品牌nKey strategy关键策略_ Source: HK000I5D*HK000I5D_ML_ChinaOpportunities_0804.ppt11Key Operating Metrics（主要运营指标）SWOT Analysis（SWOT分析）Financial Overview（财务概况）Ownership / Availability（所有性/有效性）nTo comenTo comeCompany Profile - (Contd)（公司概况）Industry Primer _ Source: HK000I5D*HK000I5D_ML_ChinaOpportunities_0804.ppt
