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【Creative Strategy】How to write a good industry analysis?

A high-quality industry analysis can help mooersgain a clearer understanding of the development status of a particular industryquickly grasp the key success factorsLooking into the future of the industry from the past and present., even making reasonable investment decisions based on this.Make reasonable investment decisions based on this.

This week, Star Futubull has summarized the "content creation recipe" for industry analysis from high-quality industry analysis articles.Through the dimensions of content selection, writing features, and data collection.Let's take a look together.~

First, how to choose topics for content?

1. From the perspective of the sector you are in.It can behot topics, financial reports, live trading, derivatives, and general financeand other related industries in the sector.
2. From the perspective of the approach, it canAnalyzing the macro environment and overall industry trends.Detailed information on specific sectors and leading companies.orFocus on the micro perspective of investment targets and their competitors.

① Analyzing the macro environment and overall industry trends.
Analysis of the macro environment primarily studies the impact of changes in aspects such as economics, policies, and laws on the industry in which the companies operate.Discovering the changes in a specific factor related to the industry can bring about opportunities and threats to the industry.
·Analysis of the current situation in the industryClarify the driving factors of industry development and the current survival status of domestic and foreign enterprises.
·Policy Environment AnalysisClarify the level of support from relevant policies.
·Industry chain analysisAble to determine the supply and demand relationship within the industry, and clarify the specific positioning of enterprises in the industry.
·Analysis of development trendsAnalyze the market's development space and challenges, determine the stage of the industry, and grasp future development trends.

② Situation of segmented fields and leading enterprises.
·Analysis of business models.Understand the company's profit model.
·Market size analysisUnderstand how big the market cake can be divided, or how much cake is left to be divided.
·Analysis of the competitive environmentDetermine the main players in the industryCompetitiveness in the market and the corresponding strategy, find the key success factors.
·Head company analysisFully understand the development model and strategy of typical companies in the industry.

③ Micro-focus: Look closely, analyze the business model, profit model, revenue structure, etc. of a specific symbol.

What are the characteristics of high-quality industry analysis?
· Clear perspective, in-depth focus
able toFocus on 2-3 dimensions, and carry out in-depth discussion and analysis.Enough to hone a selected excellent article.
A high-quality industry analysis can help mooers gain a clearer understanding of the development status of a particular industry, quickly grasp the key success factors of the industry, look back from the past and present to the future of the industry, and even make reasonable investment decisions based on this.  This week, the Star Mooer has summarized the "content creation recipe" of industry analysis from high-quality industry analysis articles, focusing on content selection, writing characteristics, and data collection. Let's take a look together.[Wow]~  1. How to choose the content topic?  1. From the perspective of the sector, it can be related industries in sectors such as hot topics, financial reports, live trading, derivatives, and general finance. 2. From the perspective of the angle, you can analyze the macro environment and overall industry trends, the situation of sub-sectors and leading companies, or focus on the micro perspective of investment symbols and their competitors.  ① Macro environment and overall industry trends The analysis of the macro environment mainly studies the impact of changes in aspects such as the economy, policies, laws, etc., on the industry, to discover which specific factor changes related to the industry will bring opportunities and threats to the industry. · Industry status analysis: Identify the driving factors of industry development and the survival status of domestic and foreign companies. · Policy environment analysis: Clarify the support level of relevant policies. · Industry chain analysis: Clearly define the supply and demand relationships within the industry, and determine the specific position of enterprises in the industry. · Development trend analysis: Analyze the market's development space and challenges, determine the stage in which the industry is located, and grasp future development trends.  ② Sub-sector and leading companies situation · Business model analysis: Understand the profitability...
Click to read "Investment Logic - Starting from "Sichuan Swellfun""

· Concise viewpoint, conclusion first
Concise viewpoints are clear at a glance,Helps mooer quickly grasp the main points of the article
A high-quality industry analysis can help mooers gain a clearer understanding of the development status of a particular industry, quickly grasp the key success factors of the industry, look back from the past and present to the future of the industry, and even make reasonable investment decisions based on this.  This week, the Star Mooer has summarized the "content creation recipe" of industry analysis from high-quality industry analysis articles, focusing on content selection, writing characteristics, and data collection. Let's take a look together.[Wow]~  1. How to choose the content topic?  1. From the perspective of the sector, it can be related industries in sectors such as hot topics, financial reports, live trading, derivatives, and general finance. 2. From the perspective of the angle, you can analyze the macro environment and overall industry trends, the situation of sub-sectors and leading companies, or focus on the micro perspective of investment symbols and their competitors.  ① Macro environment and overall industry trends The analysis of the macro environment mainly studies the impact of changes in aspects such as the economy, policies, laws, etc., on the industry, to discover which specific factor changes related to the industry will bring opportunities and threats to the industry. · Industry status analysis: Identify the driving factors of industry development and the survival status of domestic and foreign companies. · Policy environment analysis: Clarify the support level of relevant policies. · Industry chain analysis: Clearly define the supply and demand relationships within the industry, and determine the specific position of enterprises in the industry. · Development trend analysis: Analyze the market's development space and challenges, determine the stage in which the industry is located, and grasp future development trends.  ② Sub-sector and leading companies situation · Business model analysis: Understand the profitability...
A high-quality industry analysis can help mooers gain a clearer understanding of the development status of a particular industry, quickly grasp the key success factors of the industry, look back from the past and present to the future of the industry, and even make reasonable investment decisions based on this.  This week, the Star Mooer has summarized the "content creation recipe" of industry analysis from high-quality industry analysis articles, focusing on content selection, writing characteristics, and data collection. Let's take a look together.[Wow]~  1. How to choose the content topic?  1. From the perspective of the sector, it can be related industries in sectors such as hot topics, financial reports, live trading, derivatives, and general finance. 2. From the perspective of the angle, you can analyze the macro environment and overall industry trends, the situation of sub-sectors and leading companies, or focus on the micro perspective of investment symbols and their competitors.  ① Macro environment and overall industry trends The analysis of the macro environment mainly studies the impact of changes in aspects such as the economy, policies, laws, etc., on the industry, to discover which specific factor changes related to the industry will bring opportunities and threats to the industry. · Industry status analysis: Identify the driving factors of industry development and the survival status of domestic and foreign companies. · Policy environment analysis: Clarify the support level of relevant policies. · Industry chain analysis: Clearly define the supply and demand relationships within the industry, and determine the specific position of enterprises in the industry. · Development trend analysis: Analyze the market's development space and challenges, determine the stage in which the industry is located, and grasp future development trends.  ② Sub-sector and leading companies situation · Business model analysis: Understand the profitability...
Click to read "Demand from downstream drives the industry chain operating rate to rebound across the board, with scarce links rising on schedule"

3. How to collect relevant data?
In addition to clarifying the topic and summarizing the analysis, the most important thing is the collection of data and information, which Futubull integrates.The three main channels for obtaining data, for mooers to bookmark and reference~
1. Related expert informationsuch as relevant media, industry experts.
2. Make good use ofSearch Engine, you can accurately find most of the information you need, and even discover some new dimensions of thinking.
3.Public data
National official public data: such as statistics bureau data.
②Public data of listed companies: such as prospectuses, financial reports, major announcements, etc.
③Research reports from information companies, data platforms, and third-party institutions.

This week's share ends here~[Creative Strategy] is continuously being updated.Feel free to leave comments and ask any questions you may have during the creative process~ Star Bull will reveal the answers in the upcoming series one by one!

【Review of the past】
Futubull Circle Creation Guidelines (Part 1): How to write a popular piece of content?
Futubull Circle Creation Guide (Part 2): The 'traffic password' not to be missed in Futubull Circle
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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