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论文编号：	11193
作者编号：	2320170829
上传时间：	2019/12/9 8:19:35
中文题目：	基于企业年报的证券公司竞争情报分析——以B公司为例
英文题目：	Analysis on Competitive Intelligence of Securities Company based on Annual Report
指导老师：	李颖
中文关键字：	公司年报；企业竞争情报；文本挖掘；证券业
英文关键字：	Annual report;Competitive Intelligence of Enterprise;Text Mining;Securities industry
中文摘要：	企业持续稳定的发展离不开重要决策，而正确的决策的基础是同业市场上的相关信息和情报。在现代信息技术高速发展的今天，以研究竞争对手为核心竞争情报因其目标性更强、决策参考意义更大逐渐受到各行业研究者的重视。随着资本市场的迅速发展，上市公司的经营管理逐渐由资产经营为主转变为资本经营为主，进入到以信息情报为导向的公司管理阶段。在市场经济越来越规范的环境下，从公开渠道合规获取有有价值的决策情报和信息就显得越发重要。如何从治理体系规范且信息披露充分的海量公开信息中提取有价值的决策情报，已成为一个重要的研究课题。而在这其中公司年报作为一种相当重要的信息源，其蕴含的竞争情报的价值对企业的生存发展及经营决策至关重要。本文主要以证券公司的年报为研究对象，通过证券行业上市公司年报获取竞争情报，对如何获取年报中各类信息并建立基于年报的竞争对手识别分析模型及分析指标的问题进行探究。首先，从竞争情报理论、企业年度报告的概述对研究相关基础和理论进行阐述；其次，建立基于年报的证券公司竞争对手识别分析模型，并对研究范围及相关指标的选取进行概述；随后，在模型的基础上对B公司及34家A股上市券商2018年年报进行信息挖掘，通过年报信息的获取、加工、分析和输出的情报化流程，获取衡量数据信息、文本信息的各项量化指标，对目标企业年报进行描述性分析；再后，根据挖掘的年报信息进行实例分析，通过B公司与上市券商之间的聚类分析与相似度量化分析对目标公司的竞争对手进行双重维度识别；最后，总结分析研究结果及研究结论，阐述通过基于公司年报的企业竞争对手识别分析模型获取有效竞争情报的可行性，并对证券公司竞争情报的发展和展望进行总结和归纳。本文通过实例分析识别出B公司的行业主要竞争对手主要包括国元证券、财通证券、山西证券等，通过年报数据描述性分析、定性聚类分析及定量相似值分析，了解目标企业所处的行业地位及经营成果，研究B公司与上市券商之间各类指标的竞争关系及具体差距。虽然本文构建的基于年报的证券公司竞争对手识别分析模型的分析流程及指标选取还具有一定局限性，但本文从证券公司的角度出发研究竞争情报，其研究成果有利于目标公司通过竞争情报了解行业竞争对手，稳定客户资源，拓展业务空间，支持战略决策，以此在激烈的市场竞争中获得立足之地。
英文摘要：	The sustainable and stable development of enterprises cannot be separated from important decisions, and the correct decision is based on the relevant information and intelligence in the market in the same industry. In the era of rapid development of modern information technology, competitive intelligence that is based on the study of competitors has been paid more attention by researchers in various industries because of its stronger objective and greater significant reference to decision-making. With the rapid development of the capital market, the management of listed companies has gradually changed from asset-based management to capital-based management and entered the stage of information-oriented company management. Under the environment of the standard market economy, it is more and more important to obtain valuable decision intelligence and information from open channels. How to extract valuable information on decision-making from the massive public information with a standard governance system and sufficient information disclosure has become an important research topic. Among them, the annual report is a kind of important information source, and the value of competitive intelligence contained in it is very sufficient for the survival and development of enterprises and business decisions. The research mainly takes the annual reports of securities companies as the research object, obtains competitive intelligence through the annual reports of listed companies in the securities industry, and explores how to obtain various information in the annual reports and establish a competitor identification model and analysis indicators based on the annual reports. First of all, the research states the competitive intelligence theory and the enterprise annual report overview of the research. Secondly, the research establishes an annual report based identification and analysis model of competitors of securities companies and summarizes the scope and selection of relevant indicators. Then, based on the model, information mining is carried out for the annual reports of company B and 34 a-share listed securities companies in 2018. Through the intelligence process of information acquisition, processing, analysis, and output of annual reports, quantitative indicators of data information and text information are obtained to conduct a descriptive analysis of the annual reports of the target enterprises. Then, based on the mined annual report information, case analysis is carried out, and the competitors of the target company are identified with double dimensions through the clustering analysis and similarity quantitative analysis between Company B and listed securities companies. Finally, the research summarizes and analyzes the research results and conclusions, expounds the feasibility of obtaining effective competitive intelligence through the identification and analysis model of enterprise competitors based on the company's annual report, and summarizes the development and prospect of competitive intelligence of securities companies. The research identifies the main rivals of Company B through the analysis, mainly including Guoyuan securities, Caitong securities, and Shanxi securities. The research explores the target enterprise's industry position and operating results, the specific gaps and relationships between the target company and listed company through the annual report data descriptive analysis, qualitative clustering analysis and quantitative analysis of similarity. While the construction is based on the process and selected indexes of the competitor identification analysis model of the securities company, it still has some limitations. But the article starts from the perspective of the securities company, the research helps the target company to get benefits through the understanding of competitive intelligence industry competitors, stable the customer resources, expand the business space, support strategic decision-making, and gain a foothold in the fierce market competition.
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