小组汇报示例12财管第三组

FinancialModelingPresentationPART1:Double-elevenFestival郑晓俊苏梦洁王琪高正佳PART2:P2PNetworkLending林少杰郑毅彭昂PART3:Shanghai-HongKongStockLinkage

徐嘉怡杨颖钟碧怡武雯凤WEEKLYNEWS一周新闻展示Group3PART1:Double-elevenFestivalNewsBackgroundInfluenceFuturedevelopment郑晓俊苏梦洁王琪高正佳AspecialdaybeginonNov.112009Alibaba

SuningJingdongGome…Inthisparticularperiodnow,itisachanceforfurtherdevelopment.Abattleof‘DOUBLE-ELEVEN’betweene-businesse3businesses11.11AviolationofthespiritoftheInternetAlibabahadfirstlyappliedforaseriesoftrademarksoftheDouble-ElevenFestivalOthercompaniesAvailableNotavailableDouble-Eleven.Double-ElevenFestival.Double-ElevenOnlineShoppingFestival.(someotherbrandscontainingDouble-Eleven)Disadvantagesofthedevelopmentofthee-businessAbattleof‘DOUBLE-ELEVEN’betweene-businesse3businessesJingdongreach68milliondealsthatday,threetimesoverthesameperiodlastyear.Suningalsogot60milliondealsinthreedays.Gomebreakthesalerecordonthesameperiodlastyearjustusinghalfaday.Abattleof‘DOUBLE-ELEVEN’betweene-businesse3businesses

thebrandcanbeusedasadatethemeasureAlitookmaynotbeaneffectivewaytowinthecompetitionAbattleof‘DOUBLE-ELEVEN’betweene-businesse3businessesthemeasureAlitookmaynotbeaneffectivewaytowinthecompetitionalittlechangeonthewayofdescribingtheshoppingfestivalcouldnotplayasignificantroletheprizeandthequalityAbattleof‘DOUBLE-ELEVEN’betweene-businesse3businessesWhat’sDoubleelevenfestival?

anormalfestivalforsingleguystocelebratethefreelive

ashoppingcarnivalWithAli‘shelpThebackgroundof‘DOUBLE-ELEVEN’

0.0521.365.219.135.1billionThebackgroundof‘DOUBLE-ELEVEN’

whydoesDoubleelevenachievesuchsuccessexternalenvironmentconsumersTheafter-saleserviceandafter-salesserviceofelectroniccommerceisgettingmoreperfect.Electronicpaymentandrefundisconvenient.Chinesemercehasmoreonlineandofflineinteraction.Consumers’needforhighercostperformanceproductishigher.Theguidanceofshoppingatmosphere.Thebackgroundof‘DOUBLE-ELEVEN’

thesuccessfulinternetAndusingbigdataalsodoagoodfavor.merchants’willingtojointhecompetition.clearstocksincreasebrandvisibility.electricmerchantThebackgroundof‘DOUBLE-ELEVEN’

1.TostimulateconsumptionandenlargingdomesticdemandofChina.Keywords:thedifferenceandadvantageofelectroniccommercecomparedwithtraditionalcommerce.Thephenomenonofthe"Doubleeleven"reflectsthehugedemandforthehighcostperformancecommodities.Theinfluenceof‘DOUBLE-ELEVEN’

2.ChangethebusinessformKeywords“doubleeleven”

shopping

carnival

isnot

onlytheelectronic

businesswars,

butalsothesignal

ofChinese

economictransition.merceplatform,traditionalretailersandlogisticsexpressindustryTheinfluenceof‘DOUBLE-ELEVEN’

3.TheinfluenceonChinesecomsuptionhabitsKeywords:theInternetfinancialproductsVShouseholdelectricalappliance,electronicproducts,theclothing.theInternetfinancialproductsisthetotalsalesbreakmillionyuanintheshortesttimesuchasGuohuaLifeInsurance“huaruinumber2”.thegarmentisstillthemainforce.

.Theinfluenceof‘DOUBLE-ELEVEN’

4.TheinfluenceonmerchantsandthebrandawarenessKeywords:makefulluseoftheplatformtopromotetheirproductssales.Perfectmarketingstrategytoimprovethebrandawareness.5.TheimpactofexportstradeKeywords:globalizationVariouscharacteristicsofgoodsfromalltheworldwereinvitedtoparticipateinthe"doubleeleven"shoppingcarnivalThedomesticsellerscanalsoselltheirproductsoverseaduring"doubleeleven".

Theinfluenceof‘DOUBLE-ELEVEN’

AdviceonfuturedevelopmentNowadays:SomewithdrawsThestrainoflogisticssystemCustomershavetowaitforalongtimebeforetheygettheirproductsThecollapseofnetworksystemTherearesomanyfolksshoppingonTaobaoatthesametimeImpulsebuying

PeoplebuythingsjustforfollowingthetrendorattractedbytheheavydiscountwhichresultinhighrateofgoodsreturnIgnoranceofafter-saleserviceSo-called‘discount’AdviceonfuturedevelopmentForcusmoreonthequalityofgoodsFuture:ChangethedevelopingpatternTransformtheso-called‘congestionconsumption’toaconsistentoneProvideabetterafter-saleservice……PART2:P2PNetworkLendingDefinitionHistory&BackgroundPatternsNewsDefinitionofP2PPeer-To-PeerNetworkCommunicationDatasharingbetweenhardwareandsoftwareDefinitionofP2PLendinglendingmoneydirectlytoanindividualThroughinternetBypass

banksLender

to

borrow

transactionTheHistoryofP2PlendingOriginatedintheUKFirstappearedinchinain2007Stillexploringindarknessin2008and2009Thelargeamountofcompaniessetupin2010TheBackgroundofP2Plending1、Hardtosatisfactsmallbusinessfinancingdemand2、thelowproportionofpeopleusingcreditcards3、thelowproportionofinternetusersusingcreditcardsTypicalpatterninforeigncountriesThespecialpatterninChina1.GuaranteemodelThespecialpatterninChina

2.Debenturetransfer

modelThespecialpatterninChina3.PlatformmodelNewsYinfangFinancialwebsitelostcommunicationwithpublicjustlikeitsbossThebusinesspatternofYinfangFinancialJintongbondingcompanylendmoneybyusingtheirself-ownedcapital,thenlinkedtotheinternetplatformfortrading,facingtheriskofoperationofcapitalpool.AnalysisInvestor:1、thirstforinvestmentchannels

2、conformistmentality35.6%vs20%YinfangCorporate：1、highleverageratio5000万vs3.36亿2、BoxoperationRegulator：grayzoneInfluencedamaginginvestor’strustReflectingthephenomenon：demandarenotmetDevelopmentdirectionIndustryreshuffle(行业洗牌)Thedatamationofcreditrating（信用评级数据化）Getridofbondingmodel(去担保化)PART3:Shanghai-HongkongstockconnectIntroductionProsandconsObstaclesForecast徐嘉怡杨颖武雯凤钟碧怡WhattheShanghai-Hongkongstockconnectis.

ShanghaistockShanghai-HongKongstockconnect

（沪港通）HongKongstock:InvestorscanbuyandsellHongKong’sprescriptivesharesintheexchangesservicescompany（证券交易服务公司）

setupbySSE.

HKEx(联交所):HongKongStockExchangeSSE(上交所):TheShanghaiStockExchanges:InvestorscanbuyandsellShanghai’sprescriptivesharesintheexchangesservicescompanysetupbyHKEx.RegulationsofShanghai-HongkongstockconnectThestockcanbetraded

SSE180indexcomponents

ShanghaiSSE300indexcomponentsA+HsharesHangsengcompositelargeindexcomponents

HongKongHangsengcompositemediumindexcomponentsA+HsharesRegulationsofShanghai-HongkongstockconnectThecontrolledquotasofinvestmentscale（投资规模的限制额度）Shanghai:300billionTotalquotasofinvestment

Shanghai:13billionDailylimitofinvestmentHongKong:250billionHongKong:10.5billionRegulationsofShanghai-HongkongstockconnectTheinvestorsabletoparticipateintheHongKonginvestmentdomesticinvestorswithmorethan500thousandRMB

domesticindividualinvestorsAdvantageofShanghai-HongkongstockconnectWhatwillbebringtousinapositiveway？ShorttermLongterminvestmentoptionslistedcompanysecuritytraderopportunitiestradingcapacityinvestorsIntheshorttermInthelongtermPromotingtheinternationalizationofA-sharemarketMakeChinesestockmarketsystemhealthierSupportingforChina'sinternationalizationofthecurrencyConsolidateHK’spositionasthecenterofoffshoreRMBbusinessPromotingtheinternationalizationofA-sharemarketinvestorsA-sharesA-sharesmoneyA-sharesA-sharesTotheworldMakingChinesestockmarketsystemmoreperfectIt’sstockmarketsystemismoreperfectSupportingforChina‘sinternationalizationofthecurrency（人民币国际化）investorsA-sharesmoneyConsolidateHK’spositionasthecenterofoffshoreRMBbusiness（离岸人民币业务中心）investorsA-sharesProblemsbroughtbyHGTDomesticcapitalislikelytobeexcludedbyforeigncapitalDomesticnaturalresource