1、精選優(yōu)質(zhì)文檔-傾情為你奉上投融資申請報(bào)告Due Diligence Report盡職調(diào)查報(bào)告PART B1. Market and Competition市場、行業(yè)以及競爭狀況l Clients position in the industry/sub-industry, clients market share in its key market. Does the client hold any monopoly or dominate position?l 企業(yè)或者項(xiàng)目在同業(yè)中的地位，是否在一定的區(qū)域或行業(yè)市場處于主導(dǎo)或者壟斷地位l What are the key successful

2、 factors in the industry where Client is operatingl 公司所在行業(yè)和市場的核心競爭因素是什么?l Major competitors of the client, comparison between the client and its major competitors with regard to the above key successful factors.l 企業(yè)主要的競爭對手有那些，主要競爭對手與企業(yè)在市場核心競爭因素方面的比較。No.Competitors 競爭對手Market Share 市場份額Comments評價(jià)l To

3、p five major customers and their percentage as % of the total business.l 最主要前五位客戶的情況以及占總銷售收入的比例No.Major Customers 主要客戶% as sales 占銷售比例Comments評價(jià)l Price change of the major materials or component in last three years and the future trend of price change of key materials.l 主要原材料和部件在過去三年來價(jià)格的變化情況以及未來發(fā)展變化

4、趨勢.l Any potential new entrants in the market and potential substitute that replace the clients key product or service.l 是否存在著潛在的新競爭者和其它替代性的產(chǎn)品或服務(wù)l Managements comments regarding entry barriers and switching cost of the industry l 管理層對進(jìn)入本行業(yè)存在的壁壘以及顧客更換成本等問題的其它解釋和說明2. Clients Resource and Strategy 資源和戰(zhàn)

5、略l What are the key resources that could back up the clients core competence and competitive advantage (ie unique location, IP ,proprietary technology, brand equity and relationship with customers or suppliers) 支持客戶戰(zhàn)略發(fā)展和形成競爭優(yōu)勢的資源（如地理位置，獨(dú)家技術(shù)和知識產(chǎn)權(quán)，品牌及客戶關(guān)系等）Tangible Resources有形資產(chǎn)（設(shè)備，場地等）Name名稱Details詳細(xì)

6、情況Comments評價(jià)Intangible Resources無形資產(chǎn)（專利，專有技術(shù)，品牌等）Name名稱Details詳細(xì)情況Comments評價(jià)l What is the long term strategy of the Client and what is the core competence to support the strategy? Managements comments on the sustainability and vulnerability of the clients strategy and business model. l 公司的長期發(fā)展戰(zhàn)略和支持其

7、戰(zhàn)略的核心競爭力是什么？管理層對公司發(fā)展戰(zhàn)略和商業(yè)模式可靠性以及特點(diǎn)的評價(jià)3. Financing Plan融資計(jì)劃l The amount of capital needs to be raised from the strategic investors and what is the proposed valuation from the client.l 企業(yè)希望從戰(zhàn)略投資者處融資的數(shù)額以及企業(yè)對自身的估價(jià)l The clients intention of listing overseas and timeline preference. l 企業(yè)海外上市的意向和時(shí)間安排4. Oth

8、er Issues 其它事項(xiàng)l Major restructuring and shareholding changes in last three years.l 近三年來的重大資產(chǎn)重組和股權(quán)變更活動(dòng)l Any major existing or contingent litigations and guarantee commitment. Any major contingent or potential liability or legal obligation (Such as liabilities not recorded in accounting books, tax and pension payable)l 重大或者潛在的訴訟、擔(dān)保等情況以及任何潛在的負(fù)債或者法律責(zé)任（包括沒有計(jì)入財(cái)務(wù)賬冊的任何潛在負(fù)債，如欠交養(yǎng)老金、未計(jì)提稅款等，以及任何形式的重大擔(dān)保以及法律承諾等等）l Any legislation or proposed legislation from both national and local governments that would impact the operation or the proposed