油库投资风险管理研究
发布时间：2018-10-08 11:53
【摘要】：我国加入WTO之后，根据《中国入世承诺》，作为批发、零售业的特殊领域，成品油批发、零售市场已经全面对外资开放，成品油批发、零售市场主体的多元化格局已经显现。“十二五”期间，我国成品油需求将维持刚性增长，打破资源类行业垄断，吸引多元资本、鼓励竞争成为改革的突破点。油库投资数额大、投资周期长、变现能力差，在投资过程中既有经营风险、金融风险等有形风险，，又有政策变化、市场波动等无形风险，是一项综合性、专业性、技术性极强的活动。作为成品油分销、零售的重要支撑，收购并拥有必要数量和规模的油库，对于成品油经营企业拓展市场，掌握销售先机、价格优势至关重要。为帮助成品油经营企业把握投资方向，制定科学的投资规划，选择适合企业本身的投资模式，本文在探讨当前较为权威的投资、风险理论的基础上，通过现场调查法、流程图法的现代风险识别方法，运用成熟的财务、法律等风险评估体系，为投资者确定投资模式及签订正式合作合同等打下良好基础。文章充分考虑了油库投资的过程中可能遇到的众多风险因素，通过对油库投资模式、风险类型、风险识别方法及规避措施等具体示例分析，研究了一般情况下油库投资的投资方式、财税节俭、风险规避等操作模式，对于通常的油库投资行为具有较好的指导价值，对于普通的理论研究者也有一些借鉴意义。
[Abstract]:After China's entry into WTO, according to the promise of China's entry into WTO, as a special field of wholesale and retail trade, the wholesale and retail market of refined oil has been fully opened to foreign capital, and the diversified pattern of the main body of the wholesale and retail markets of refined oil products has emerged. During the 12th Five-Year Plan period, the demand for refined oil products in China will maintain a rigid growth, break the monopoly of the resource industry, attract diversified capital and encourage competition to become the breakthrough point of the reform. Oil depots have a large amount of investment, a long investment cycle, poor liquidity, tangible risks such as operating risks, financial risks, and intangible risks such as policy changes, market fluctuations, etc., which are comprehensive and professional. A highly technical activity As the important support of product oil distribution and retailing, it is very important to acquire and own the necessary quantity and scale oil depot for the oil products management enterprises to expand the market, grasp the first opportunity of sales, and the price advantage. In order to help oil product management enterprises grasp the investment direction, formulate scientific investment planning, and choose the investment mode suitable for the enterprise itself, this paper, on the basis of discussing the current authoritative investment and risk theory, adopts the field investigation method. The modern risk identification method of flowchart method, using mature financial, legal and other risk assessment systems, lays a good foundation for investors to determine the investment model and sign formal cooperation contracts. In this paper, many risk factors that may be encountered in the process of oil depot investment are fully considered, and some concrete examples such as investment mode, risk type, risk identification method and evading measures are analyzed. This paper studies the investment mode of oil depot in general, fiscal and tax thrift, risk aversion and so on. It has good guiding value for the usual investment behavior of oil depot, and also has some reference significance for ordinary theoretical researchers.
【学位授予单位】：天津大学
【学位级别】：硕士
【学位授予年份】：2014
【分类号】：F426.22;F406.7
本文编号：2256646
[Abstract]:After China's entry into WTO, according to the promise of China's entry into WTO, as a special field of wholesale and retail trade, the wholesale and retail market of refined oil has been fully opened to foreign capital, and the diversified pattern of the main body of the wholesale and retail markets of refined oil products has emerged. During the 12th Five-Year Plan period, the demand for refined oil products in China will maintain a rigid growth, break the monopoly of the resource industry, attract diversified capital and encourage competition to become the breakthrough point of the reform. Oil depots have a large amount of investment, a long investment cycle, poor liquidity, tangible risks such as operating risks, financial risks, and intangible risks such as policy changes, market fluctuations, etc., which are comprehensive and professional. A highly technical activity As the important support of product oil distribution and retailing, it is very important to acquire and own the necessary quantity and scale oil depot for the oil products management enterprises to expand the market, grasp the first opportunity of sales, and the price advantage. In order to help oil product management enterprises grasp the investment direction, formulate scientific investment planning, and choose the investment mode suitable for the enterprise itself, this paper, on the basis of discussing the current authoritative investment and risk theory, adopts the field investigation method. The modern risk identification method of flowchart method, using mature financial, legal and other risk assessment systems, lays a good foundation for investors to determine the investment model and sign formal cooperation contracts. In this paper, many risk factors that may be encountered in the process of oil depot investment are fully considered, and some concrete examples such as investment mode, risk type, risk identification method and evading measures are analyzed. This paper studies the investment mode of oil depot in general, fiscal and tax thrift, risk aversion and so on. It has good guiding value for the usual investment behavior of oil depot, and also has some reference significance for ordinary theoretical researchers.
【学位授予单位】：天津大学
【学位级别】：硕士
【学位授予年份】：2014
【分类号】：F426.22;F406.7
【参考文献】
相关期刊论文 前3条
1 窦祥胜;宏观经济风险探析[J];经济学家;2002年04期
2 陈良辉;浅析油库收购的理论与实践[J];石油商技;2001年03期
3 吕献华;;企业并购风险及其防范探讨[J];中外企业家;2013年08期
相关博士学位论文 前1条
1 庄平;考虑管理者非理性特征的企业投资风险约束模型研究[D];大连理工大学;2011年
本文编号：2256646
本文链接：https://www.wllwen.com/jingjilunwen/kuaiji/2256646.html
