Where can I find analysis and research reports of various industries?

Information collection channels: The usual channels are company official website, consulting company official website, brokerage research, database, WeChat, Zhihu, search engine, web crawler, etc. So what channels are used under what circumstances? The following are introduced one by one.

Company official website: Generally speaking, the company official website contains a lot of information, such as company introduction, product introduction, company annual report and prospectus. These materials are usually reliable. The annual report of listed companies will analyze the business sales and the driving factors of profits in the business analysis content, so when you want to know the business development of listed companies, the annual report is a good choice. The annual reports of listed companies can be obtained from stock exchanges, official website, Juchao and Snowball.

Consulting company: Consulting company reports can usually help us understand non-public information, because consulting companies usually have their own methodology to conduct their own qualitative analysis and market research, so they usually look for consulting company reports for consumer insight and industry trend judgment, but there are also cases where data are often difficult to unify. Consulting companies in the market are usually divided into market research consulting companies and management consulting companies. The former generally serves the latter. Market research consulting companies such as iResearch, Nielsen and Ipsos usually provide their own opinions in consumer research and industry analysis, but they do not provide strategic decisions for the development of enterprises. The research results of such consulting companies can often be downloaded for free in their company, official website, and can be used as the research data source of our industry. When necessary, the management consulting company will hire a market research consulting company to provide specialized research and analysis, and the management consulting company will give specific strategic suggestions to the enterprise. Of course, people like McKinsey, Bain, BCG and roland berger will also share their industry insights in their own official website, which are important sources of information to help us make industry development judgments and business model analysis.

Brokerage report: Most of the research reports of brokers are aimed at listed companies and non-listed leading enterprises, so when you want to know a certain industry in depth, you can consider looking for 10 for in-depth analysis and careful study, even if you know something about the industry. The latest trends and strategic actions of listed companies can be found in the research reports of securities firms. Industry data can also be found here, but there may also be a problem that the data reported by many brokers are not uniform. At this time, cross-validation is needed to select the appropriate value. Here I recommend a website that I often use to query brokerage reports, Radish Investment Research.

Specialized databases: Specialized databases are generally charged, but the information is also complete. Wind and Huibo intelligent strategy terminals can be considered if conditions permit. Of course, there are also free websites, usually government departments. For example, the National Bureau of Statistics can check industry development data, population data and GDP data. In addition, there are industry-related Ministry of Industry and Information Technology, financial-related CSRC, CBRC, Exchange, People's Bank of China, China Customs related to import and export, national intellectual property websites related to patents, industrial and commercial information publicity system, official website, population inquiries of governments at all levels that check the ownership structure of enterprises, government policies, trade associations of various industries, and health statistics bureau.

Search engine: Learning to use WeChat, Zhihu and other search channels will often be summarized and shared by some people in the industry, which is also my favorite information acquisition channel. Although it is fast to use the search engine directly, the authenticity of the information needs to be identified, which is suitable for fuzzy search when you don't know how to start, and then trace back to the source. Add pdf after keywords, add ""after keywords, add website name, etc. There are usually unexpected results.

Using web crawler requires a certain technical foundation. Information search channel, please see my previous answer.

Channel judgment: You will find that listed companies and mature industries can easily obtain information through annual reports, brokerage reports, prospectuses, regulatory agencies and professional databases, but how to obtain information for some small enterprises and emerging industries? The answers are expert interviews, public news, consulting companies and consumer research. As mentioned earlier, consulting company reports often have inconsistent data caliber. At this time, multiple data sources are needed for verification. According to the assumptions made by the consulting company, whether the time is the latest, the logic of data derivation, the source of channels, and the data that should be used for comprehensive judgment.

Get information through non-public channels: You probably can't get a lot of information through public channels. At this time, questionnaires, strange telephone calls, expert interviews, focus group brainstorming, field research and other methods have become the channels for consulting companies to obtain non-public information. Of course, each method has its own advantages and limitations, and I will analyze them one by one below.

Expert interview: It is characterized by high cost but high efficiency. You can learn more non-public information, such as the industry competition pattern, the future development trend of the industry, the key success factors of the industry, and the core competitiveness of enterprises. At this time, the industry interview should pay attention to the control of time, generally from half an hour to 1 hour. Usually, we can help us introduce experts through expert database companies such as Kaisheng and Sanqiao. For the purpose of interview, it is most suitable to find those experts who have just left their jobs. After all, on-the-job experts still have scruples. Prepare questions in advance, generally around 65,438+00, with important questions at the front. The purpose is to test the professionalism of experts in judging whether to continue the interview, which can reduce costs and improve efficiency. In the whole process, you should pay attention to the rhythm, guide the experts to the questions you want to know, and record the information well. Privacy issues should be considered from an expert's point of view. For example, what is your company's core competitiveness? It often makes experts embarrassed. Let's change the question, for example, let you run a business similar to yours. What do you think is the most important? This can usually reduce the psychological burden of experts. For data questions, it is often difficult to answer the key data indicators in one breath. Remember to break down the problem. A complex problem is decomposed into multiple problems, which are pushed forward layer by layer, and finally summarized and confirmed by the other party.

Unfamiliar telephone: it takes time and effort, but you can also get the information obtained from expert interviews. Because when you call a stranger, you need to make a reasonable identity assumption, do a good job in psychological construction, and cross-verify the information you get at the same time, to ensure that the interviewee does not answer a random question, and has fewer than five prepared questions, and then visit every few days when you want to know more questions. When meeting with the front desk, you should express a short and direct tone and provide the names of company employees. Increase trust and learn to think from each other's perspective. What benefits will this call bring to the other party?

Questionnaire survey: generally, it includes defining the purpose, designing the questionnaire, issuing and recycling the questionnaire and analyzing the questionnaire. First of all, let's make it clear what is the purpose of this questionnaire survey, what is the object of the survey and what is the information to be collected. Regarding the design of the questionnaire, we should ask important questions, because people are often the most energetic at the beginning. Therefore, in order to ensure the quality, the time spent on the questionnaire should not exceed 20 minutes, and similar questions should be set at different times for cross-validation. Generally speaking, the questionnaire should be put on a small scale after it is designed to find out the problems, such as whether the way of asking questions is inappropriate, unclear and imperfect. Compared with words that don't need different understanding as occasionally, the options are independent and completely exhausted. When you encounter sensitive questions, you should find ways to eliminate the other party's concerns, such as reminding the other party that the results of the questionnaire will be kept strictly confidential and not guiding the other party to get the answer. After the modification is completed, it will be put on a large scale, and then collected and analyzed.

Field trip: When choosing the site of field trip, we should consider it from two dimensions: time and place. First of all, consider morning, noon and evening, weekend and working day. The location should be in the city center, suburbs, commercial areas and residential areas, and the samples should be more representative.

Focus group: The focus of the focus group is to allow each participant to fully express their opinions. How to do this? Of course, the best way is to let everyone know the purpose of this discussion, so that participants can prepare in advance and avoid the initial silence. It is best to introduce yourself before the group discussion. People are often willing to share their experiences with people they are familiar with. Since it is a brainstorming, the design problem should not be a yes or no problem, but a problem that can be widely discussed, and the problem should be placed in the middle, because the middle period is the most active period for everyone. The role of the moderator is to remain neutral, make clear the theme, make sure everyone is on the right path, and don't forget to record the discussion.