中通服股份有限公司（简称中通服）目前面临着整体通讯行业景气指数不断下滑的 复杂而严峻的现状，通讯服务供应链整体协同效率低，主要表现在分包商经营资金压力 日益增加与中通服未发挥核心企业的作用。为了解决以上矛盾，中通服开展供应链金融 业务迫在眉睫。 本文通过以中通服的供应链金融业务为研究对象，通过实际现场调研，文献研究法、 调查分析法、战略管理方法等科学方法，结合战略管理理论与中通服供应链金融业务的 现状，对中通服供应链金融业务的发展战略管理展开研究，探索了一套适合中通服供应 链金融业务的战略管理思路，并提供了重要依据和基矗首先，应用PEST方法来分析 供应链金融业务所处的宏观环境分析、通讯产业链的分析以及供应链金融业务的竞争格 局。接着，从供应链金融业务所处的公司现有资源状况与主要业务状况进行分析业务内 部优劣势。再借助SWOT方法分析中通服开展供应链金融业务的优势与劣势，提出符合 中通服供应链金融业务发展的相关发展战略。基于现状以差异化战略和集中化战略能够 帮助公司进一步提升其竞争优势。最后，为了向日益繁盛的中通服市场参与者提供更高 效优质的融资服务，打造了首个中通服内一站式供应链金融服务平台。从技术保障层面 上提高企业的电子化和搭建互联金融平台，从风险保障层面上设立风险制度、执行风险 制度以及业务风险防范等多个方面设计配套措施，确保中通服的供应链金融业务发展战 略的有效实施。本文尝试构建中通服内一站式供应链金融服务平台的逻辑框架，通过中 通服内一站式供应链金融服务体系，整合供应链各个环节的大数据信息，从产品交付、 产品质量、列帐、结算、履约处罚、服务水平、社会责任等多维度，运用大数据技术计 算供应商的信用状况，从而为银行或金融机构提供贷款依据。 关键词：供应链金融；金融科技；发展战略；SWOT分析 II ABSTRACT Zhongtong Service Co., Ltd. (referred to as Zhongtong Service) is currently facing the complex and severe situation that the overall communications industry prosperity index is declining. The overall coordination efficiency of the communication service supply chain is low, mainly reflected in the increasing pressure of subcontractors' operating funds and China Unicom did not play the role of a core enterprise. In order to resolve the above contradictions, it is imminent for China Unicom to develop supply chain financial services. This article takes the supply chain financial business of Zhongtong Service as the research object, and combines the strategic management theory with the current status of Zhongtong Service's supply chain financial business through scientific methods such as field investigation, literature research, survey analysis, and strategic management methods. Research on the development of strategic management of China Tongfu supply chain financial business, explore a set of strategic management ideas suitable for China Tongfu supply chain financial business, and provide an important basis and basis. First, the PEST method is used to analyze the macro- environment analysis of the supply chain financial business, the analysis of the communication industry chain, and the competition pattern of the supply chain financial business. Then, analyze the internal strengths and weaknesses of the business from the existing resources and main business conditions of the company where the supply chain financial business is located. Then use SWOT method to analyze the advantages and disadvantages of China Unicom's supply chain financial business, and propose relevant development strategies that are consistent with the development of China Unicom's supply chain financial business. Based on the status quo, differentiated strategies and centralized strategies can help companies further enhance their competitive advantage. Finally, in order to provide more efficient and high-quality financing services to the increasingly prosperous Zhongtong service market participants, the first one- stop supply chain financial service platform in Zhongtong service was created. From the technical guarantee level, improve the enterprise's electronicization and build an interconnected financial platform. From the risk guarantee level, set up a risk system, an implementation risk system, and a business risk prevention and other aspects to design supporting measures to ensure the supply chain financial business development of Zhongtong Service Effective implementation of strategy. This article attempts to build a logical framework for a one-stop supply chain financial service platform in Zhongtong server. Through the one-stop supply chain financial service system in Zhongtong server, it integrates big data information in each link of the supply chain, from product delivery, product quality, Accounting, settlement, performance penalty, service level, social responsibility and other dimensions, using big data technology to III calculate the credit status of suppliers, so as to provide a basis for banks or financial institutions. Keywords: Supply Chain Finance; Financial Technology; Development Strategy; SWO T Analysis IV 目 录 摘要 .................................................................. I ABSTRACT .............................................................. II 目 录 ................................................................. IV 第一章 绪论 ............................................................ 1 1.1 研究背景与意义 ...................................................... 1 1.1.1 研究背景 ........................................................ 1 1.1.2 问题提出 ........................................................ 2 1.1.3 研究意义 ........................................................ 4 1.2 文献综述 ............................................................ 4 1.2.1 供应链金融的理论基础 ............................................ 4 1.2.2 供应链金融内涵与特点 ............................................ 5 1.2.3 供应链金融运作模式 .............................................. 6 1.3 研究内容、研究方法及技术路线 ........................................ 7 1.3.1 研究内容 ........................................................ 7 1.3.2 研究方法 ........................................................ 8 1.3.3 技术路线 ........................................................ 8 第二章 供应链金融业务外部环境分析 ...................................... 10 2.1 宏观环境分析 ....................................................... 10 2.1.1 政治环境分析 ................................................... 10 2.1.2 经济环境分析 ................................................... 12 2.1.3 社会环境分析 ................................................... 13 2.1.4 技术环境分析 ................................................... 13 2.2 通信行业产业链与行业环境分析 ....................................... 15 2.2.1 通信行业产业链分析 ............................................. 15 2.2.2 通信行业产业链上下游需求分析 ................................... 16 2.3 供应链金融业务市场规模与竞争格局 ................................... 17 2.3.1 供应链金融业务市场规模 ......................................... 17 2.3.2 供应链金融业务竞争格局 ......................................... 18 2.4 本章小结 ........................................................... 19 第三章 供应链金融业务内部环境分析 ...................................... 21 3.1 开展供应链金融业务部门基本情况 ..................................... 21 3.1.1 部门概况与发展历程 ............................................. 21 3.1.2 运作模式与组织架构 ............................................. 21 3.1.3 组织平台价值 ................................................... 22 3.2 集团现有资源支持供应链金融业务 ..................................... 24 3.2.1 企业资质支持供应链金融业务 ..................................... 24 3.2.2 企业声誉和影响力助力发展 ....................................... 25 3.2.3 股东资源辅助发展 ............................................... 27 V 3.3 业务运营能力分析 ................................................... 27 3.3.1 市场开拓能力分析 ............................................... 27 3.3.2 财务能力 ....................................................... 28 3.3.3 业务风险管控能力 ............................................... 30 3.4 本章小结 ........................................................... 31