Project Background

An air-conditioning equipment manufacturer is an enterprise specializing in the research and development, production and sales of air-conditioning equipment. Its main products include central air-conditioning, commercial air-conditioning, and household air-conditioning. The company has a high share in the domestic market, but also actively explore the international market, and established long-term cooperative relations with customers in many countries and regions.

Customer pain points

Due to the fierce competition in the air-conditioning equipment industry and the rapid changes in market demand, the company needs to continuously improve its product quality, technological innovation and service level to maintain its dominant position in the industry. At the same time, the company also needs to keep abreast of its credit status so that it can improve trust and cooperation efficiency and reduce risks and costs when trading with customers, suppliers, financial institutions and other partners.

Project Purpose

20236In January, in order to meet the needs of the enterprise, Shangpu Consulting Company provided it with a professional enterprise credit report, which aims to help the enterprise to comprehensively, accurately and objectively display its credit status, including basic information, operating status, financial status, credit rating, risk tips and so on. The report can not only help the enterprise to improve its own credit management level, but also establish a more stable and good credit relationship with external partners.

Research object

In producing the enterprise credit report for the enterprise, Shangpu Consulting mainly used the following research methods:

On-the-spot investigation of the enterprise to understand its production and operation, management system, personnel structure and so on.

Review and analyze the financial statements provided by the enterprise to assess its financial position, solvency, profitability, etc.

Inquire and verify the registration information, tax payment, litigation disputes, etc. of the enterprise in the administrative department for industry and commerce, taxation department, court and other institutions.

Check and verify the credit records and guarantee records of the enterprise in banks, insurance companies, guarantee companies and other financial institutions.

Check and verify the membership and honorary titles of the enterprise in trade associations, chambers of commerce and other organizations.

Check and verify the transaction records and performance of the enterprise with customers, suppliers and other partners.

Analyze and evaluate the industry environment, market environment, and policy environment in which the company operates.

Based on the above research methods, Champu Consulting conducted a total of research on the following subjects:

The enterprise itself

The enterprise belongs to the industry

The market in which the enterprise is located

The enterprise is affected by the policy

The main customers of the enterprise (10home)

The main suppliers of the enterprise (10home)

The main competitors of the enterprise (5home)

The main cooperative financial institutions of the enterprise (5home)

Project Content

According to the research results, Shangpu Consulting Company has produced a detailed enterprise credit report for the enterprise, which mainly includes the following contents:

Enterprise basic information: including enterprise name, legal representative, registered capital, date of establishment, business scope, organization code, unified social credit code, etc.

Business status: including main products, production scale, sales channels, market share, business model, management team, personnel structure, etc.

Corporate financial position: including balance sheet, profit statement, cash flow statement and other financial statements, as well as financial ratio analysis, financial risk analysis, etc.

Enterprise credit rating: According to the credit rating standards and methods of Shangpu Consulting Company, the enterprise is scored comprehensively, and the corresponding credit rating and credit opinion are given.

Enterprise Risk Warning: According to the research results, the enterprise may exist or face various types of risks, including industry risk, market risk, policy risk, business risk, financial risk, legal risk and so on.

Appendix to the enterprise credit report: including the list of research objects, description of research methods, description of credit rating standards and methods, copies of relevant supporting documents, etc.

Project Value

The enterprise credit report provided by Shangpu Consulting Company not only provides a comprehensive, accurate and objective credit display platform for the enterprise, but also brings the following value to the enterprise:

The credit image and credit level of the enterprise have been improved, and the competitiveness and influence of the enterprise in the industry and in the market have been enhanced.

It helps the enterprise to find and solve all kinds of problems and risks in time, and promotes the sustainable and healthy development of the enterprise.

It enhances the trust and cooperation efficiency between the enterprise and its customers, suppliers, financial institutions and other partners, and improves the transaction success rate and transaction profit margin of the enterprise.

For the enterprise to seek more opportunities for cooperation and development space, provides a strong support and basis.