Project background:

Cutting tools are the basic industries in the machinery manufacturing industry and major technical fields, and their technical level and application range directly affect the efficiency and quality of the manufacturing industry. With the transformation and upgrading of China's manufacturing industry, the cutting tool industry is also facing new opportunities and challenges, especially the demand for carbide tools and CNC tools is increasing year by year, and the market competition is becoming increasingly fierce. The size of China's cutting tool market reached 49.9 billion yuan in 2022 and is expected to reach 55.65 billion yuan by 2026.

Customer pain points:

A well-known domestic investment institution intends to invest in a company specializing in the production and sales of cemented carbide tools, but lacks in-depth understanding of the company's operating conditions, market position, competitive advantage, and development potential, and requires a professional investment due diligence report to support its decision-making.

Project purpose:

The purpose of this project is to provide customers with a comprehensive, objective and accurate investment due diligence report, to investigate the financial situation, operating situation, market situation, competition situation, risk situation and other aspects of the target enterprise, to assess its investment value and risk, to provide customers with effective investment advice.

Research object:

The research objects of this project include the following categories:

- 目标企业：通过访问目标企业的高管、员工、供应商、客户等，了解其内部管理、生产运营、销售渠道、产品质量、技术水平、研发能力等方面。

-Industry experts: Through visits to industry associations, consulting institutions, academic institutions, etc., to understand industry development trends, market scale, competition pattern, policies and regulations, etc.

-Competitors: By visiting the main competitors of the target enterprise, we can understand its product characteristics, price strategy, market share, advantages and disadvantages, etc.

- 潜在客户：通过访问目标企业的潜在客户，了解其对目标企业的认知度、满意度、忠诚度等方面。

本项目计划访问20家目标企业相关方，10名行业专家，5家竞争对手，10家潜在客户。

Project Content:

This project mainly includes the following aspects:

- 目标企业现状：介绍目标企业的基本信息，包括成立时间、注册资本、法人代表、股权结构、组织架构等。

-Financial research: research the financial statements of the target enterprise, including balance sheet, profit statement, cash flow statement, etc., to assess its profitability, solvency, cash flow, etc.

-Business research: research the operating conditions of the target enterprise, including production scale, capacity utilization, product structure, cost structure, gross profit margin, etc.

-Market research: research the market environment of the target enterprise, including market demand, market growth rate, market share, etc.

-Competitive research: Investigate the competitive advantages and disadvantages of the target enterprise, including product quality, technical level, brand influence, customer resources, channel construction, etc.

-Risk research: research the main risks faced by the target enterprise, including market risk, technology risk, policy risk, legal risk, etc.

-Investment evaluation: According to the financial situation, operating situation, market situation, competitive situation, risk situation, etc. of the target enterprise, the appropriate evaluation method is used to calculate the investment value of the target enterprise and give investment advice.

Project Value:

The value of this project is mainly reflected in the following aspects:

-Provide customers with a comprehensive, objective and accurate investment due diligence report, help customers understand all aspects of the target enterprise, and provide strong support for customers' investment decisions.

- 为客户提供了一份专业的行业调研报告，帮助客户掌握行业发展趋势、市场规模、竞争格局等，为客户的投资战略提供了有力的参考。

-Provide customers with a detailed competitive research report to help customers understand the competitive advantages and disadvantages of the target company, and provide a strong basis for customers' investment pricing.

- 为客户提供了一份完善的风险调研报告，帮助客户识别和规避目标企业面临的各种风险，为客户的投资安全提供了有力的保障。

-Provide a high-quality consulting service for Shangpu Consulting Company, enhance the company's professional image and reputation in the cutting tool industry, and provide strong support for the company to expand more potential customers and partners.