上海尔集团财务战略管理案例研究

上海尔集团财务战略管理案例研究目录1.绪论…2.概念界定和理论基础….22.1财务战略的概念及特征.22.1.1财务战略的含义22.1.2财务战略的内容.22.1.3财务战略的分类22.2相关理论.32.2.1SW0T分析.32.2.2财务指标分析..33.海尔集团概念以及总体财务战略分析3.1海尔集团的简介….43.2财务数据分析….53.2.1偿债能力3.2.2营运能力..53.2.3盈利能力.63.2.4成长能力.…3.3海尔集团总体财务战略分析.73.3.1环境分析…73.3.2海尔财务战略选择情况.83.3.3海尔财务战略实施情况….94.海尔集团财务战略分析.114.1筹资战略.….114.2投资战略….124.3收益分配战略.134.4海尔集团财务战略管理评价.144.4.1筹资战略方面.144.4.2投资战略方面.144.4.3收益分配战略方面….145.结论166.参考文献.17上海尔集团财务战略管理案例研究摘要：由于我国经济的稳步增长，居民的收入逐步提高，人民消费能力逐步增强，对家电的需求也稳步增长。我国改革开放后，家电产品从无到有，闯进的人们的生活，成为提升人们生活质量的必需品。在几十年的快速发展中，家电行业积极创新研究，使产品更好地提升性能，成功实现从低端产品走向了高端产品。正是因为我国家电行业的快速发展，使我国家电业在世界上的地位也快速地提高了。但是，由于社会的不断发展、国家经济的稳步增长、国家政策的开放以及消费者更高的需求的要求，使得家电企业不得不继续发展，加大创新研究力度。同时还要求企业以积极的态度面对，合理地制定相应对策，这样就可以减少以上因素对企业可能产生的不利影响。从企业的发展来看，财务战略是企业可以很好利用的工具之一，财务战略也是实现公司可持续发展的必要手段。因此，对于正处于发展阶段的我国家电行业来说，更是应该通过加强财务管理的方式来科学的制定企业的发展战略，并选择适合的财务战略，运用财务战略来实现进一步实现企业的全面发展。文章以海尔集团财务战略为例，首先运用$W0T模型对海尔集团外部环境及内部环境进行分析，总结出海尔集团发展所面临的机遇及挑战，其次阐述海尔集团财务管理目前的基本财务状况，再次研究了海尔集团财务策略，并从三个方面分析了财务战略性管理方面存在的问题，为海尔今后财务策略的选择提供建议。通过对海尔集团的现状及其财务战略进行深入研究，以期为同行业企业提供一些借鉴意义。本文主要是基于海尔集团目前财务战略管理上的不足，提出相关的意见和对策。试图对财务战略管理有一个全面的认识和理解，以期对海尔集团以及中国家电行业的发展有一个有益的影响。关键词：财务战略：投资战略：筹资战略：收益分配战略Case study of Haier Group financial strategy ManagementLuo Qiuping (Tutor:(College of Continuing Education,Hubei Normal University,Huangshi,Hubei,435002)Abstract Due to the steady growth of our economy,residents'income gradually increases,people's consumption power gradually increases,and the demand for householdappliances also increases steadily.After the reform and opening up of our country,the household appliances from nothing to exist,break into people's lives,becomeessential to improve people's quality of life.In the decades of rapid development,the household appliance industry has actively innovated and studied,which hasimproved the performance of products and successfully changed from low-endproducts to high-end products.It is because of the rapid development of Chinesehousehold appliances industry that the position of Chinese household appliances inthe world has improved rapidly.However,due to the continuous development of thesociety,the steady growth of the national economy,the opening-up of nationalpolicies and the higher demand of consumers,the household appliance enterpriseshave to continue to develop and increase the efforts of innovation and research.Atthe same time,it also requires enterprises to face with a positive attitude andformulate corresponding countermeasures reasonably,so as to reduce the abovefactors may have adverse effects on enterprises.From the perspective of enterprisedevelopment,financial strategy is one of the tools that enterprises can make gooduse of,and it is also the necessary means to realize the sustainable development ofthe company.Therefore,for the household appliances industry of our country whichis in the development stage,it is more important to strengthen financial managementto formulate the development strategy of the enterprise scientifically,and choose theappropriate financial strategy,and