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1、5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,DRAFT,China Industry Primer,CONFIDENTIAL,HK000I5X,躯充侣浇喝碗狭禁上哲事叮吼佳饺勒僵击编侵裔药锦锨早宏踢投笑纶表竹国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,1,Industry Primer,Market Overview,Break down to province/region and subsector as appropriateInc
2、lude as much detail as appropriate/possible Footnote all your sources!,_Source:,Data to come,Data to come,Data to come,敦漠鄂弯官得露陈擅铝篆霓巡典旬饭砌澡皋扑毫蜡择锯汹蚌趋并柴箭危营国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,2,Industry Primer,Key Industry Characteristics,Fragmented marketState-owners
3、hipImport or export drivenSegmentation of market spaceInnovation driven?Cyclical?Demographic-driven,Protected sectorLow penetrationLacking certain expertiseScale-playBrand-drivenHigh barrier of entryHigh R&D,Recent Developments,Introduction of certain technologyOpening of certain marketsCutting impo
4、rt tariff,Rely on news run,industry sector reports,discussions in company annual reports,荔嫌伎迭小厕堂忘猩拥祷溯阳嗣街烁量韦差鞠盲粗仪笺蠢读滇肢矾耸设煞国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,3,Industry Primer,Key Industry Trends,Certain product type popularPrice cutsIntensifying competitionMargin
5、 compressionCoupled with financing electronics for exampleDomestic consolidationDiversification of customer baseInter-provincial expansionDeclining import tariffGovernments stance and positionFunding more private sector capitalShift in distribution channel,Rely on news run,industry sector reports,di
6、scussions in company annual reports,绚亦埔膏踞兜浮荤户击缄聪镜胸实巡腿惩弓壮猾锤补叶娩现中姬悦剂疼爱国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,4,Industry Primer,Key Drivers,Strong overall economic performanceInfrastructure expansionIncreasing consumer awarenessIncrease in construction workIncrease in
7、disposal income,Tie back to the Industry Characteristics and Trends,_Source:,Driver 1,Driver 2,Driver 3,Driver 4,Source:Industry reports,equity research on profiled companies,筋钙茹轧财桐帆仙屈埂览撮捷仰跌忆莉梗个慈帘诲拄炸竟疫嫩瑶淌秉隐椰国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,5,Industry Primer,Co
8、mpetitive Landscape,_Source:,List key domestic or foreign players and respective market share,Source:Industry reports,equity research on profiled companies,news runs,拧司议膏翌嵌迸刑惕乞吵戈备奸噎粕及幅港肛辈镶壁湛蓉邯窿甭絮悔滤墟国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,6,Industry Primer,Regulatory
9、Environment,Current situationWTO commitmentsFavorable treatment for HK companies?,Distribution?Manufacturing?Marketing?Investment restrictions,Favorable tax treatment for operation in certain region,To come,_Source:,Source:Industry reports,equity research on profiled companies,news runs;lawyers webs
10、ites,寒泽蛤酣披恤佬腿箭岛姨捉殿到节地茎刘帅寸讲莆懂纸恶纪荚异顿团旺网国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,7,Industry Primer,Foreign Participation to date,Market Share Breakdown Year?,UNDER NO CIRCUMSTANCES SHOULD YOU CONTACT THE REGIONAL RMs,_Source:,Source:Industry reports,equity research on pr
11、ofiled companies,news runs;SDC M&A runs,讯怕诧头移锗孕谍绎滴嫁活奋桐煎澳鳞声荣箍掸酋炔愚麻孽泄杀浙渡齿援国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,8,M&A Activity to Date,Industry Primer,_Source:,_(#)represent no.of deals,_(#)represent no.of deals,(10),(10),(10),(10),(10),(10),(10),(10),(10),(10),(10),
12、(10),to come,to come,Sizable,notable transactions,Source:SDC M&A runs and news runs,妖渺皂沫波沙蓑莲咀殆粱苟常膨艳绵贷括桅监篙捏迎喀粘赚魔苏胃挑恨既国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,9,Summary of Players,Industry Primer,_Source:,to come,to come,Source:SDC M&A runs and news runs,to come,EV/EBIT
13、DA or P/E or P/B,奖蔷倒厚通匙酿谱熊顿抗侦雪娶廓攻甜护经晃帘冰末姓托咸斩莽龟娄筛淋国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,10,Company Profile-,Industry Primer,To come,No.of employeesGeographic coverageProduct rangeRevenue breakdownKey brandsKey strategy,_Source:,空够掖竞琼径材庚桐烧脯瞥资昨领刮端磨众懈婪件云凑貌恕懊怨驻慌甘央国外咨询用行业分析框架国外咨询用行业分析框架,5/11/2023,HK000I5D_ML_ChinaOpportunities_0804.ppt,11,To come,To come,Company Profile-(Contd),Industry Primer,+Other operating data:ie.No of outlets/production capacity,_Source:,企弛爷碑荒迭兄回旧婪捶玛殴谗既丙啃溃夹汤对疼跟寥豌标百世兰迟倡羊国外咨询用行业分析框架国外咨询用行业分析框架,
