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MBA毕业论文_权项目投资风险控制研究-以WT投资项目为例PDF

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I 摘要 当前在全球经济多元化发展的现实之下,股权项目投资已经进入迭代升级的阶段, 对世界金融市场影响巨大。特别是近些年来,我国的股权项目投资也经历了快速发展 的过程,但是其发展历程短、速度快,存在很多弊端,比如在资金募集、项目抉择、 跟踪管控和盈利退出方面还存在一些问题和短板,亟待有针对性的改善。 基于以上,为深入剖析我国股权项目投资在各个环节中存在的不确定风险,及时 有效的建立针对性的预防和应对机制尤为关键。鉴于股权项目投资课题研究内容广泛, 本文将中小股权项目投资作为重点研究内容,在论文写作中,首先对选题的背景和意 义进行了总体论述,厘清了论文写作的框架和思路,为后续深入研究做好了铺垫。其 次,本文对国内外股权项目投资的国内外研究情况进行了详细阐述,在风险分类和风 险控制上针对国内外研究成果进行了重点归纳和总结,在指出国内外研究不足的基础 上,指明本论文的研究方向。再次,为将论文研究内容深入化、具体化,采取实例分 析的方式,选取HT投资公司的股权项目投资项目WT作为分析实例,对股权项目投 资项目的风险进行了具体分析,并就风险控制进行了重点阐述。针对HT公司的WT 项目分析中,发现其主要面临市场风险、内部管理风险、技术风险、专利风险等多重 风险因素,并结合风险情况制定了针对性的风控措施。最后,在论文的结尾部分,针 对股权项目投资进行了总结概括,并提出了相应的建议。股权项目投资多投资于中小 企业和科技创新性企业,而资本流通的目的是为了“逐利”,投资者追求在短期内获 得“利益”,这就造成了与科技创新长期投入之间的矛盾,并且这种投入常常会有失 败的风险,这都对投资者提出了更高要求,需要从全流程、全方位进行风险分析和控 制。 关键词:股权项目投资 私募投资流程管理 风险规避和控制 Abstract II Abstract At present, with the diversified development of global economy, private equity investment has entered the stage of iteration and upgrading, which has a great impact on the world financial market. Especially in recent years, China's private equity investment has also experienced a rapid development process, but its development process is short, fast, there are many drawbacks, such as in the fund-raising, project selection, tracking control and profit promotion, there are still some problems and shortcomings, which need to be improved. Based on the above, in order to thoroughly analyze the uncertain risks in all aspects of private equity investment in China, it is particularly critical to establish a timely and effective prevention and response mechanism. In view of the extensive research content of the subject of private equity investment, this paper regards small and medium-sized private equity investment as the key research content. In the paper writing, firstly, the background and significance of the topic are discussed in general, and the framework and ideas of the paper writing are clarified, which paves the way for further research. Secondly, this paper elaborates the domestic and foreign research situation of private equity investment, summarizes the domestic and foreign research results on risk classification and risk control, and points out the research direction of this paper on the basis of pointing out the shortcomings of domestic and foreign research. Thirdly, in order to deepen and concretize the research content of this paper, we take the WT project of HT Investment Company as an example to analyze the risks of private equity investment projects, and focus on the risk control. Finally, at the end of the paper, it summarizes the private equity investment and puts forward corresponding suggestions. Private equity investment is mostly invested in small and medium-sized enterprises and technological innovative enterprises, and the purpose of capital circulation is to "seek profits" and investors pursue "benefits" in the short term. This leads to contradictions with long-term investment in technological innovation, and this investment often has the risk of failure, which is put forward to investors. In order to meet the higher requirements, risk analysis and control should be carried out in the whole process and all-round way. Keywords: private equity investment, project investment process management, risk aversion and control 目录 1 目 录 摘要 ................................................................................................................................... I Abstract .............................................................................................................................. II 目 录 .................................................................................................................................. 1 1 绪论 ................................................................................................................................ 1 1.1研究背景及选题意义 .......................................................................................... 1 1.1.1选题背景 ................................................................................................... 1 1.1.2选题意义 ................................................................................................... 1 1.2本文主要内容及思路 .......................................................................................... 2 1.3论文框架 .............................................................................................................. 2 1.4研究方法 .............................................................................................................. 3 1.4.1文献研究法 ............................................................................................... 3 1.4.2理论与实际案例相结合分析法 ............................................................... 4 1.5文献综述 .............................................................................................................. 4 1.5.1国内研究现状 ........................................................................................... 4 1.5.2国外研究现状 ........................................................................................... 6 1.5.3研究创新点 ............................................................................................... 7 2 股权项目投资相关理论 ................................................................................................ 9 2.1股权项目投资的定义 .......................................................................................... 9 2.2股权项目投资业务流程 ...................................................................................... 9 2.3股权项目投资风险 ............................................................................................ 10 2.4金融风险理论 .................................................................................................... 11 3 中小企业股权项目投资的发展现状及运作过程 ...................................................... 12 3.1中小企业股权项目投资的发展现状 ................................................................ 12 3.1.1国内中小企业股权项目投资基金总的来说发展迅速 ......................... 12 3.1.2 投资热度提升,方式更加灵活。 ........................................................ 12 3.2中小企业股权项目投资运作流程 .................................................................... 13 4案例分析—WT投资项目 ............................................................................................ 16 4.1 WT投资项目风险分析 ..................................................................................... 16 4.1.1WT项目概况 ........................................................................................... 16 4.1.2财务概况 ................................................................................................. 16 4.1.3项目筛选阶段风险分析 ......................................................................... 17 目录 2 4.1.4项目尽职调查阶段的风险分析 ............................................................. 20 4.1.5投资阶段的风险分析 ............................................................................. 20 4.1.6投后管理阶段的风险分析 ..................................................................... 22 4.1.7退出阶段的风险分析 ............................................................................. 25 4.2 WT