投资学投资研究报告模版 研究报告 .docVIP

投资学投资研究报告模版 研究报告 西南财经大学天府学院 2013届 投资学基金研究报告 小 组： 雪豹战队 小组成员： 姓名+学号 所在班级： 专 业： 金融学（商业银行管理） 2014 年3月 投资计划 摘要(必写，最后写) 本文选取上市公司云南铜业为研究对象，针对其2007-2010年四年间的年度报告，利用指标分析、趋势分析、结构分析、杜邦分析等财务分析方法，就该公司的盈利能力、偿债能力、资产运营效率等方面进行了分析。期间，为了更加全面的分析云南铜业的经营情况，选取和云南铜业有一定可比性的江西铜业和铜都铜业进行对比分析。 通过分析其在经营环境中面临的机遇与挑战，结合其自身的优势与劣势，以及比较详细的财务分析后发现该公司存在的问题有：短期偿债压力比较大，资产运营效率较低，净资产收益率偏低，期间费用率偏高。针对云南铜业经营中存在的问题得出结论。 关键词：企业价值 经营状况 财务分析 发展对策 Abstract(可以省略) This article selected the listed company of Yunnan copper industry as the research object, index analysis, trend analysis, structure analysis and DuPont analysis were applied to analyse its annual report of 2007-2010, in order to comprehend the company?s Profitability, debt paying capacity, assets operation efficiency. In addition, Yunnan Copper Industry was compared with Jiangxi Copper Industry and Tongdu Copper Industry in order to measure the outstanding achievements entirely. Analyzed the strength and weakness of the corporation, as well as the opportunity and threat faced in management. After a detailed financial analysis, some problems were found: short-term debt-paying pressure was relatively large，assets operation efficiency was low，the rate of return on net assets was low and period charge was high. Aiming at the problems in the management of Yunnan copper industry drew a conclusion. Key words: Enterprise Value, Operating condition, Financial Analysis, Development countermeasure 目录（必写，最后写） 一、引言 ................................................................................................................................................... 5 （一）、研究目的及意义 .................................................................................................................. 5 （二）、研究内容及方法 .................................................................................................................. 5 （三）、研究框架....................