金融产品项目计划书.docx

金融产品项目计划书.docx

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 金融产品项目计划书     金融信息

      商

      业

      计

      划

      书

      编制单位，xx投资咨询有限公司

     编制时间，2016年11月

     目  录

     第一章 总论 ...................................................................................... 1

       项目名称 ...................................................................................

1

      公司简介及法人代表 .................................................................

1

      商业模式 .....................................................................................

1

      产品与服务 .................................................................................

1       盈利模式 .....................................................................................

1

      发展规划 .....................................................................................

1

      竞争优势 .....................................................................................

1

      融资计划 .....................................................................................

1

      财务预测 .....................................................................................

1

     第二章 市场分析 .............................................................................. 2

     宏观环境分析 ..............................................................................

2

     我国贷款行业市场分析 ..............................................................

6

     中国汽车消费市场分析 ..............................................................

8

     第三章 产品与服务 ........................................................................ 11

     贷款业务 ....................................................................................

11      信用卡业务 ................................................................................

12

     投资理财业务 ............................................................................

12

     汽车服务 ....................................................................................

13

     论坛 .............................................................................................

14

     第四章 商业模式及会员制政策 .................................................... 15

      商业模式 ...................................................................................

15

     会员制政策 ...............................................................................

15

     会员入会条件 ................................................................. 15

     会员等级划分 ................................................................. 15

     会员获取积分的方式 ..................................................... 15

     会员享受的服务 ............................................................. 15

     盈利模式 ....................................................................................

15

     第五章 战略规划 ............................................................................ 16       项目竞争优势 ...........................................................................

16

      战略目标 ...................................................................................

16

      实施计划 ...................................................................................

16

     第六章 营销策略 ..............

.............................................................. 17

     平台推广策略 ............................................................................

17

     会员发展策略 ............................................................................

17

     第七章 投资估算 ............................................................................ 18

      融资计划 ...................................................................................

18

      资金使用计划 ...........................................................................

18

      退出机制 ...................................................................................

18

     第八章 财务预测 ............................................................................ 19       财务假设 .................................................. 错误.未定义书签。

      收入预测 .................................................. 错误.未定义书签。

      成本预测 .................................................. 错误.未定义书签。

      利润预测 .................................................. 错误.未定义书签。

     现金流量预测 ........................................... 错误.未定义书签。

      财务指标分析 .......................................... 错误.未定义书签。

    第九章 风险分析 ............................................................................

20

     风险识别 ....................................................................................

20

     市场竞争风险 ................................................................. 20

     信息安全风险 ................................................................. 20

     资金风险 ......................................................................... 20

      风险规避措施 ...........................................................................

20

      市场竞争风险规避措施 ................................................ 20

     信息安全风险规避措施 ................................................. 20

     资金风险规避措施 ......................................................... 20

     第一章 总论

       项目名称

     金融信息服务商业计划书

      公司简介及法人代表       商业模式

      产品与服务

      盈利模式

      发展规划

      竞争优势

      融资计划

      财务预测

      金融信息

      商

      业

      计

      划

      书

      编制单位，xx投资咨询有限公司

     编制时间，2016年11月

     目  录

     第一章 总论 ...................................................................................... 1

       项目名称 ...................................................................................

1

      公司简介及法人代表 .................................................................

1       商业模式 .....................................................................................

1

      产品与服务 .................................................................................

1

      盈利模式 .....................................................................................

1

      发展规划 .....................................................................................

1

      竞争优势 .....................................................................................

1

      融资计划 .....................................................................................

1

      财务预测 .....................................................................................

1

     第二章 市场分析 .............................................................................. 2

     宏观环境分析 ..............................................................................

2

     我国贷款行业市场分析 ..............................................................

6

     中国汽车消费市场分析 ..............................................................

8      第三章 产品与服务 ........................................................................ 11

     贷款业务 ....................................................................................

11

     信用卡业务 ................................................................................

12

     投资理财业务 ............................................................................

12

     汽车服务 ....................................................................................

13

     论坛 .............................................................................................

14

     第四章 商业模式及会员制政策 .................................................... 15

      商业模式 ...................................................................................

15

     会员制政策 ...............................................................................

15

     会员入会条件 ................................................................. 15

     会员等级划分 ................................................................. 15

     会员获取积分的方式 ..................................................... 15

     会员享受的服务 ............................................................. 15      盈利模式 ....................................................................................

15

     第五章 战略规划 ............................................................................ 16

      项目竞争优势 ...........................................................................

16

      战略目标 ...................................................................................

16

      实施计划 ...................................................................................

16

     第六章 营销策略 ............................................................................ 17

     平台推广策略 ............................................................................

17

     会员发展策略 ............................................................................

17

     第七章 投资估算 ............................................................................ 18

      融资计划 ...................................................................................

18

      资金使用计划 ...........................................................................

18       退出机制 ...................................................................................

18

     第八章 财务预测 ............................................................................ 19

      财务假设 .................................................. 错误.未定义书签。

      收入预测 .................................................. 错误.未定义书签。

      成本预测 .................................................. 错误.未定义书签。

      利润预测 .................................................. 错误.未定义书签。

     现金流量预测 ........................................... 错误.未定义书签。

      财务指标分析 .......................................... 错误.未定义书签。

    第九章 风险分析 ............................................................................

20

     风险识别 ....................................................................................

20

     市场竞争风险 ................................................................. 20

     信息安全风险 ..............................