Project background:

Filter is a filter material widely used in chemical, petroleum, aerospace and other industries, and its market size continues to grow.2027The year will reach $100 million. The competition in the filter industry is becoming increasingly fierce, and the localization of high-end products needs to be accelerated. In such a market environment, filter manufacturers need to improve their credit level in order to obtain more financing opportunities and partners.

Customer pain points:

A filter screen manufacturer is an enterprise specializing in the manufacture and sales of metal rubber filter elements, metal filter elements and nylon filter elements. It has advanced production equipment and technology, excellent product quality and a high market share. However, the enterprise has some credit problems, such:

-The enterprise has not established a sound credit management system and lacks effective credit risk control measures;

-The enterprise did not update and improve its credit information in a timely manner, resulting in inaccurate or incomplete credit reports;

-The enterprise does not actively use the credit report to show its credit status and improve its credibility;

-The enterprise did not take the initiative to communicate and exchange credit with relevant institutions and the public to increase its own credit transparency.

These problems have led to some difficulties and challenges in financing, bidding, supply chain management and so on, which have affected its development and competitiveness.

Project purpose:

20239In January, Shangpu Consulting was commissioned by the company to carry out a credit reporting business project. The main aims of the project are:

-Generate a scientific, authoritative and standardized credit report through a comprehensive, in-depth and objective credit assessment of the enterprise;

-through the enterprise's credit report research, interpretation, optimization and promotion, to enhance the enterprise's credit image and visibility;

-By providing professional, effective and continuous credit management and consulting services to the enterprise, it helps the enterprise to establish and improve its own credit management system and improve its credit risk prevention ability;

-Through regular credit tracking and monitoring of the enterprise, timely feedback of its credit changes, to provide timely, accurate and comprehensive credit information support.

Research object:

The research objects of this project mainly include the following categories:

-The enterprise itself: including its basic information, operating conditions, financial situation, social responsibility, etc;

-Related parties of the enterprise: including its shareholders, directors, supervisors and senior managers;

-Partners of the enterprise: including its suppliers, customers, banks, insurance companies, etc;

-The company's industry: including its industry status, development trends, competitive landscape, policies and regulations, etc;

-The region where the enterprise is located: including the economic, social and environmental aspects of the region.

This project investigated a total of the above five types of objects.100A number of samples, using questionnaires, interviews, data collection and other methods to ensure the effectiveness and reliability of the survey.

Project Content:

The main contents of this project include the following aspects:

-Credit assessment: according to the relevant national and industry standards and norms, using a combination of qualitative and quantitative methods, the enterprise carried out a comprehensive, systematic and dynamic credit assessment, to determine the enterprise's credit rating and credit score;

-Credit report: according to the results of credit evaluation, a credit report with complete content, clear structure, true data and strict logic has been compiled, which describes the credit status and credit risk of the enterprise in detail, and puts forward corresponding credit suggestions and improvement suggestions;

-Credit interpretation: according to the content of the credit report, the enterprise carried out a professional, in-depth and comprehensive credit interpretation, explained the meaning and basis of the enterprise's credit rating and credit score, investigated the credit advantages and disadvantages of the enterprise, and pointed out the credit problems and risk points of the enterprise;

-Credit optimization: according to the results of credit interpretation, the enterprise put forward a targeted, feasible and operational credit optimization plan, including how to improve their own credit level, how to improve their own credit image, how to enhance their own credibility and other aspects;

-Credit promotion: According to the credit optimization plan, effective, powerful and continuous credit promotion activities have been carried out for the company, including the release and promotion of the company's credit report through the Internet, media, exhibitions and other channels, and through related institutions and the public. Communicate and communicate to enhance the credit transparency of the company, and display the credit results of the company through participation in various credit activities and selection;

-Credit management: according to the actual situation and needs of the enterprise, to provide professional, effective and continuous credit management services, including helping it to establish and improve its own credit management system, formulate and implement the corresponding credit management system and norms, train and guide its relevant personnel to carry out reasonable and effective credit management operations;

-Credit tracking: According to the changes in the market environment and industry dynamics, regular or irregular credit tracking and monitoring of the enterprise, timely feedback on its credit changes, and re-evaluate or adjust it as needed, and update its credit report in a timely manner.

Project Value:

This project provides the enterprise with a series of high-quality, efficient and high-value credit reporting services, bringing the following values to the enterprise:

-Enhance the visibility and reputation of the company in the market, and enhance its brand image and competitiveness;

-Increased the degree of mutual trust between the company and financial institutions such as banks and insurance companies, as well as suppliers and customers, and expanded its financing channels and cooperation space;

-Reduce the various risks and obstacles encountered by the enterprise in the course of operation, and improve its operational efficiency and profitability.