Project background:

A baked goods enterprise is a professional production of all kinds of bread, cakes, biscuits and other baked goods enterprises, with a number of production bases and sales outlets, products are exported to domestic and foreign. The company has developed rapidly in recent years and its market share has been increasing, but it is also facing fierce competition and a complex business environment. In order to further expand the scale, improve efficiency and reduce costs, the enterprise plans to raise funds in the capital market to meet its development needs.

Customer pain points:

Before financing, the enterprise needs to provide comprehensive, accurate and objective credit information to potential investors, creditors, partners, etc., in order to enhance its credibility and attractiveness. However, the enterprise lacks professional credit assessment capabilities and resources to prepare its own credit reports that meet market requirements and standards. At the same time, the company is also worried about the leakage of its sensitive information to third parties, affecting its business interests and competitive advantage.

Project purpose:

In order to solve the customer's pain point, Shangpu Consulting Company accepted the entrustment of the enterprise to provide professional, efficient and confidential credit reporting business. The aim of the project is:

Through a comprehensive, in-depth and systematic investigation and analysis of the enterprise's financial situation, business situation, market situation, legal situation and other aspects, to assess its credit rating and risk level;

Through comprehensive, objective and professional research and judgment on the development trend, competition pattern, policies and regulations of the industry in which the enterprise is located, evaluate its development prospect and potential;

Assess the relative advantages and disadvantages of the enterprise by comparing and contrasting it with other enterprises in the same industry or category;

Through the preparation of credit reports in line with international standards and formats, to provide external stakeholders with comprehensive, accurate and objective credit information of the enterprise.

Research object:

The research objects of the project include:

The enterprise itself, including its senior management, financial personnel, production personnel, sales personnel, etc;

Major customers, suppliers, partners, etc. of the enterprise;

The main competitors, industry associations, industry authorities, etc. of the industry in which the enterprise operates;

Government departments, regulatory agencies, credit agencies, etc. related to the enterprise.

Project Content:

The main contents of the project include:

Collect and review the relevant documents provided by the enterprise, including business license, organization code certificate, tax registration certificate, financial statements, audit report, business plan, financing plan, etc;

Through interviews, questionnaires, on-site investigations, etc., obtain first-hand information about the company's financial status, operating status, market status, and legal status, and verify and analyze them;

By querying the databases of the People's Bank of China Credit Information Center 1, China Securities Regulatory Commission 2, Bank of China 3 and other authoritative institutions, the company's credit records, administrative penalties, litigation and arbitration and other second-hand information is obtained, verified and analyzed;

通过收集并分析国内外相关行业的发展趋势、竞争格局、政策法规等信息，评估该企业所处行业的环境和前景；

Assess the relative strengths and weaknesses of the enterprise by collecting and analyzing the credit reports of the same industry or category of enterprises;

通过综合运用财务分析、经营分析、市场分析、法律分析等方法，评估该企业的信用等级和风险水平；

Through the preparation of credit reports in line with international standards and formats, to provide external stakeholders with comprehensive, accurate and objective credit information of the enterprise.

Project Value:

The main values of the project are:

为该企业提供了专业、高效、保密的信用资信报告服务，节省了其时间和成本，提高了其融资效率和成功率；

为该企业提供了全面、深入、系统的信用资信信息，增强了其信誉和吸引力，扩大了其影响力和知名度；

为该企业提供了客观、专业、综合的行业分析，帮助其了解自身的优势和劣势，制定合理的发展战略和目标；

It provides a platform for Shangpu Consulting Company to show its professional ability and service level, and enhances its brand image and market competitiveness;

It has brought a stable source of income to Shangpu Consulting, which has promoted its business development and scale expansion.