投资咨询.ppt

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1、,北京宏帆弛诚 信息咨询有限公司,BEI JING H&F BUSINESS CONSULTANT CO.,LTD,香港宏帆投资集团有限公司,钒斯衬褪疼京轻宰充肺肖搬拦溺腑拄综婆固身谨尤森永灭腥讲串怠翌引怪投资咨询投资咨询,投资咨询业务介绍,BUSINESS INTRODUCTION OF INVESTMENT CONSULTANT,饰带囱桔陈吊敦焙景郝揭澎湃狗入彰司委丙耕牟烬钡子重裸挑弓战裤哗凹投资咨询投资咨询,我们的服务,咨询服务：根据您的实际状况及要求，提供选址、税务、法律等咨询；调查服务：对目标区域、目标市场及目标企业做尽职调查；与当地政府、企业接洽服务：通过当地业内人士运作及批量投资

2、，寻求更优政策优惠；优质资产推荐服务：优质企业、资产、招商项目筛选推荐，以期投资方式多样化；企业注册服务：企业注册、企业类型变更手续、企业股权转让，企业资质申请，知识产权及商标申请、保护，及相关法律、会计服务；国内公司涉外服务：国内企业涉外与国外企业涉内，提供在贸易促进、资本市场、知识产权领域的专业法律服务。,狸桂阳蛊战耶氛尉拎虎蕉呻槽镐蒲饲顶呛篆通涧吻暴张僻嘿玄直凳未室腥投资咨询投资咨询,信息基础,我们在中国经济热点地区，已完成全方位、动态信息汲取覆盖，并加分析比较，根据客户自身需要，以推荐最优投资领域。资料库范围：区域信息：基础设施、交通环境、优惠政策、资源优势、经济总量、招商信息、成本要

3、素估算等；政策信息：国家相关部门经济发展规划及政策、区域经济体发展规划及政策、经济开发区、高新区、产业集群发展规划及政策；企业信息：含区域内各行业企业发展、变更及经济状况数据；科研机构信息：科研机构、大学、智囊团等学术机构数据分析。,墒桩姿交粘斯路锡祟断恭潜称嫡居理沽腺挫困妄售尖条穗硼究氛鸯沧介郧投资咨询投资咨询,OUR SERVICES,Consultant Services:According to your demand and market situation we provide related consultant services,such as site selection,t

4、ax,law etc.Investigation services:We provide responsible investigation about target area,market,companies etc.Get in touch with local government,companies:By means of the operation of local insiders and mass investment get the best preferential policies.Recommend of quality assets:Quality enterprise

5、s,assets,project proposal for investment,and diversified of investment.Register services:Registration,Change,Stock right transfer,Application for qualification,Application and protection for intellectual property and trade market,relevant services about law and accounting.Domestic companies foreign

6、affairs services:Provide professional services on trade promotion,capital market,intellectual property filed to domestic companies foreign affairs and foreign companies domestic affairs.,向矮炉殷扩喂傈遗朔易爸瞒兜谓皖厅补阉速烈赞拦气厄粥荧岳蓝扩址空地投资咨询投资咨询,INFORMATION BASIS,We have finished the OMNIBEARING&DYNAMIC collection of

7、 information over the nation economic hot area,you would get the best field to invest through our recommend which based on your demand.Database scope:Infrastructure,Traffic environment,Preferential policies,Resource superiority,Economic aggregate,Information for invite investment,Cost estimation etc

8、.Policies information:The economic developing planning and policies from the relevant sector of nation,local government,economic development zone and new technology industrial development zone,industry cluster.Companies information:Including the information of all kinds of industries development,cha

9、nge,economic situation.Scientific research institutions information:Analysis about the data from Scientific Research Institution,University,Tink Tank etc.,娟樊镀泰欣事挡痉蝉睛遮插屹必沙得娘雨廷陶组贾衰扯弯缎辅淑趟辉精临投资咨询投资咨询,目 录CATALOGUE,业务操作流程图 FLOW CHART OF BUSINESS OPERAATION立项调查INVESTIGATION OF PROJECT项目立项ESTABLISH PROJECT公

10、司登记注册REGISTRATION OF COMPANY,讣呀徽忙冯超夹表捻养避渡樊布童蛤锯酒逢毡斧记籽链捞庇盒侵等弹么迹投资咨询投资咨询,一、业务操作流程图,我公司根据客户的具体情况制订相应的投资咨询流程，总体业务操作图下图所示：,初步确定投资意向,堑挖缔孺舆眺肩淋笋雍催球措宏赎恕霞虚巷茬医少线号滋萝鸡憎审寐匡倡投资咨询投资咨询,FLOW CHART OF BUSINESS OPERATION,We formulate the process of investment consultant according to your need,the main train of thought a

11、s follows:,PRELIMINARY INVESTMENT INTENTION,走担赞疡檄理剥蔡鹏习鸡随旷钓姐劲赣嫂哦吕少巡扫攒校邢摈削芭桑镍抹投资咨询投资咨询,二、立项调查,1、确立调查目标 通过了解客户的投资意向，双方签订投资意向书，确立调查:目标市场的相关政策、行业情况等。2、调查方法介绍(1)将总体调查目标拆分为几个单元项目；(2)每个单元项目，按照其分类进行侧重调查。3、调查内容介绍政策要素（1）行业法规中央及地方优惠政策、限制措施及政策实际落实情况；中央及地方政府主管部门；行业法规政策。（2）市场准入条件行政许可、专管机关（政府部门或者行业协会）、资质要求、资质分级、不同资

12、质可承接项目及资质升级等；其他，发改委、商务委、环保、海关、质检等部门要求。（3）设立形式（外商独资、中外合资等）,纹峭军战了腻感辰孜晨域纸毋钞巧袖宠婪蒙吼逞藏喀绦豢炳殉孵良剔雨烃投资咨询投资咨询,企业要素（1）技术要求国内技术划分及水平；技术手段实施的行政限制；不同水平技术应用的典型企业介绍。（2）人员要求技术人员要求；管理人员要求。市场要素（1）目标市场调查拟设立公司的目标市场的市场容量、行业特点（国有、民营、外资比例）、企业数量、平均利润率等；目标市场的商业行为惯例及特点。市场发展预测。（2）上游企业调查。（3）创新型操作模式调查。,伸伤绸姓垢鼓厦遭爸押款郁蒲胁腾志楔重栏朗耐妥猪揣浚示帐

13、庆澡又曹逸投资咨询投资咨询,4、调查内容呈现形式（1）行业报告；（2）访谈记录；（3）待设立公司目标客户统计表；（4）竞争企业统计表。5、主要操作步骤（1）根据客户要求，提供报告纲领；（2）与客户讨论，修改纲领；（3）根据纲领编写文件；（4）根据客户需求安排约访对象，与客户商讨约访时间安排，制订约访计划；（5）编制约访记录，完成报告主体；（6）提交各种文件，完成调查；（7）根据客户及市场需要，操作下一步事宜。,槛其谰荤肚西辰早梨朽周灸茂兽攫矿全亥耗失析队枢挖循毒驯肃挪垢邵拷投资咨询投资咨询,INVESTIGATION OF PROJECT,A DEFINITE THE SURVEY TARGE

14、TAccording to understand your investment intention,we sign the letter of investment intention,definite the survey content:policies and market quotation of target market etc.B INTRODUCTION OF INVESTIGATION METHOD(A)Split the target into several parts(B)Every parts has its emphasised point C INTRODUCT

15、ION OF INVESTIGATION CONTENTPOLICIES FACTORa.INDUSTRY POLICIESCentral and local preferential and limited policies,the implementation of condition of the policies.(b)Responsible department of the central and local government or association.(c)Industry policies.b.MARKET ACCESS POLICIES(a)Administrativ

16、e licensing,responsibility organ(government or association),require of qualification,qualification grade,different projects match what kind of qualification,prerequisite of rising qualification etc.Others,relevant government require.c.TYPE OF COMPANY(WHOLLY FOREIGN-OWNED,SINO-FOREIGN JOINT VENTURE),

17、棒键彬盲冲栅嘛天力卸帅笔蕾魔登镰篷年捐躯色供狠搞檬凶携鳃羊剖旧赃投资咨询投资咨询,ENTERPRISES FACTORSa.REQUIREMENT OF TECHNOLOGY(a)Divide and level of technology(b)Limit policies of technology method(c)Enterprises introduction which have different technology in the same industry.b.PERSONS REQUIREMENT(a)Technicists requirement(b)Managers re

18、quirementMARKET FACTORSa.INVESTIGATION OF TARGET MATKET(a)Capacity of target market,industry features(the proportion of nationalized,private,foreign owned),the number of companies,average profits etc.(b)The conventional business activities and features.(c)The predict of industry development.b.INVEST

19、IGATION OF UPRIVER COMPANIEES.c.INVESTIGATION OF BRING FORTH NEW IDEAS OPERATE SCHEMA.,检内谨吝民亲漾烽侩氢邱侥拐障府谴缸纤蒂恐隘锄疲掉岁弊掖菜庐鹃佐铝投资咨询投资咨询,D PRESENT STYLE OF INVESTIGATION CONTENT(A)Industry report(B)Interview record(C)Statistics of target customers(D)Statistics of competers.E MAIN PROCESS OF INVESTIGATION(A)P

20、rovide the outline of report which bases on your demand.(B)Discussing with you and to alter the outline.(C)Write documents based on the outline.(D)Arrange interviewee according the demand of you,discuss the time of interview and formulate the plan of interview.(E)Write interview records,finish the b

21、ody of report.(F)Submit all kinds of documents,finish the investigation.(G)Operate the next arrangements according to the requirements of market and you.,耗靖跺呻馈耸文械隶腥尝尽牧座冠千随吮鼠铁陡娥能拴籍进触悍澳皖洼齐投资咨询投资咨询,三、项目立项,根据立项调查结果确定项目的可行性及投资形式，即设立独资企业、合资企业或其他投资形式设立合资企业，寻找合作伙伴分析：1、以客户的市场方向、资金、技术为主导，选择合适的目标企业；根据客户及市场需求，结

22、合客户实力进行合作伙伴的寻觅与推荐。具体操作方向如下：,鳞微塑普津吼蜒抿属湿晦蛰盟痘吊感四栗舆泪脐裙掀啃芋厄咨拈双哦没郎投资咨询投资咨询,2、以调查报告为基础，官方政策为指导；3、国内合作企业调查：注册资本、硬件设施（办公场所、厂房、设备）、软件情况（技术人员、管理人员、公司管理制度）、盈利能力（主要客户、财务状况、融资能力、资信情况、生产能力等）。,疏锻池座慢畔贬药厕扛屠哦逸搁挡富颈洽棍澜颖傀眨妄菏讹颖丝锅人镜壹投资咨询投资咨询,ESTABLISH PROJECT,Based on the results of investigation definite the feasibility a

23、nd investment style of the project,such as:Single Proprietorship,Joint Venture or other investment style.Analysis for registering joint venture:seeking partner.A.Leading by your target market,founds,technology,the market trend and your demands,combine with both sides power to choose the best partner

24、,details as follows:,戏凋仇询龚局钟活远拟蹦坎没暇机锗吉糕玉忧取琼蝎踞呻怒睡呵淫宽币一投资咨询投资咨询,B.Based on the investigation report and policies factors.C.Investigation of target partner:including Registered capital,Hardware facilities(plant,equipment,office etc.),software situation(Technicist,Manager,cooperation system etc.),profit

25、ability(Main customers,Financial situation,Financing capability,Credit potion,Production capacity).,掂吼假咋将常现磕元诵理庄秧漾茅鲸到谁已荆椅县捕然掐赠蚜依拴靶吸歉投资咨询投资咨询,四、公司登记注册,1、业务类型内资、中外合资、外资企业设立、合作、并购。2、客户企业类型内资、中外合资、外商独资。3、操作范围 全国4、操作方式 依托宏帆在全国各地的合作伙伴，实行本地式的一站式服务，快速便携地为客户提供专业的服务。5、操作模式介绍（1）前期准备基于调查报告及客户需求，选择设立符合要求的企业形式及区域

26、；基于各个地区的基础设施、交通系统、支持产业、入驻企业等因素，确定入驻地域。基于目标市场及长期规划，确定最终方案。,廷油臃呐娃束捌蹿分课啡轨亮灵鸟后栽靴疆靠醚覆所冀酌汲仟怖熄痹墟殷投资咨询投资咨询,（2）公司设立登记属国家鼓励类项目或地方支持项目，申请对应优惠政策国家鼓励类项目，税收、财政优惠申请地方招商引资优惠政策申请办理公司设立登记的行政事宜工商部门。营业执照及开业行政许可发展改革委员会。生产型企业的项目立项审批商务委。外商投资企业从事生产经营审核质量监督管理部门。生产许可证办理规划局。涉及土地、厂房使用审批海关。从事设备、货物进出口许可证办理税务部门等其他行政管理部门从事经营所需资质办理

27、主管部门备案。如，电梯生产企业须至质量监督管理部门中特种设备管理中心予以备案资质申请。根据企业性质、设立年限、人员、设备及相关经验等申请不同资质办理公司设立登记的厂房、办公场所及其他（3）公司股权转让及并购具体事宜涉及合资合作的，与双方积极沟通协调，最终达成合作意向。涉及股权转让的，与省、市、县的主管部门，如工商部门，发改委、商务委等，协调关系，提高办事效率。操作具体事项。（即申请公司设立登记内容）,块碧痞氦阀综弗聪碑犀浓混眯汗达逆煽绪择网椿耙城存籽倪昼浇枚枝息绽投资咨询投资咨询,REGISTRATION OF COMPANY,A.TYPE OF SERVICESInterior-capita

28、l-enterprise,Sino-foreign joint venture,Wholly foreign owned enterprises register,Cooperation,Merge.B.CUSTOMER TYPEInterior-capital-enterprise,Sino-foreign joint venture,Wholly foreign owned enterprises.C.OPERATION SCOPE NationwideD.TYPE OF OPERATIONRely on our partners from coast to coast,carry out

29、 local one-stop service,provide a professional,convenient and fast services to you.E.INTRODUCTION OF OUR OPERATION MODE(A)FIST-PHASE PREPARATION a.Based on your demand and investigate results,choose the optimum type of company and registered area.b.Based on the factors of infrastructure,traffic syst

30、em,support industry,entered enterprises etc.to definite registered area.c.Base on the target market and long-term planning,definite the final project.,乒磅共前礼肮查台恳徽拣硝中拎俞但洁诛康渺至邯惟逛捧驶湍般毛藻枉讳投资咨询投资咨询,(B)REGISTRATION OF COMPANYBelong to hortative projects of nation or support project of local,apply for the r

31、ight polices.Hortative projects of nation,apply for tax and financial preferential policies.To apply for local invite and attract investment preferential policies.Handling administrative matters of registration AIC(Commercial instrument,administrative licensing for setting up).DRC(Examine and approv

32、al of production enterprise establish project).Planning bureau(Examine and approval which involve using land and factory buildings)Commerce Commission(Examine and approval which involve production operation)Bureau of quality supervision(Handling production license).Customs(Handling import and Export

33、 license)Revenue Department and other administrative service divisionHandling required qualification for operation.Put on record in department in charge.Apply for qualification.Handling the required factory buildings,office and others.(C)STOCK RIGHT TRANSFER AND MERGEInvolve joint and cooperation,we

34、 will find the best way to promote the cooperation if it is a must.Involve stock right transfer we will communication and cooperation with government at all levels.The details of operation.,汪耘向税巴赛轻掉哄叠梆葵使净艰菠苍抉娥赃赶焊膝惦证垄渭腆柠陀那夜投资咨询投资咨询,THANK YOU FOR YOUR TIME!,LOOKING FORWARD OUR COOPERATION!,北京宏帆弛诚 信息咨询有限公司,PLEASE CONTACT US TEL:8610-67586367 E-MAIL:,香港宏帆投资集团有限公司,勒裕技倘形弦乾汾嫡己激宏盐酱茨鹅绳训氮冕激富谋黄汐砾池帜滑凤昭忌投资咨询投资咨询,