CN116664312A - Construction method of scientific and technological financial evaluation system - Google Patents
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Abstract
The invention relates to the technical field of financial economy and discloses a construction method of a scientific and technological financial evaluation system, which comprises a data acquisition module, a data processing module and a data processing module, wherein the data acquisition module is used for collecting various data required by the financial evaluation system; and a data processing module: the method is used for carrying out cleaning, screening, normalization and other treatments on the collected data; and a model building module: establishing an evaluation model suitable for a scientific and technological enterprise according to the collected data; the index confirmation module is used for: for determining key indicators required in the model building process; the evaluation method selection module: for selecting appropriate assessment methods and techniques based on the characteristics of the scientific and technological enterprise. The method solves the problems of singleness, lack of diversification, pertinence and the like in the selection of the evaluation method by selecting the evaluation method as two or more of the evaluation method, the cash flow method, the market comparison method and the cost method and further optimizing the selection of the evaluation method by using an evaluation method selection module.
Description
Technical Field
The invention relates to the technical field of financial economy, in particular to a construction method of a scientific and technological financial evaluation system.
Background
The scientific and financial evaluation system is an integrated system based on computer technology and financial theory and is used for evaluating the value and potential of a scientific enterprise, analyzing and calculating data of various aspects such as enterprise finance, market, competition and technology, predicting future development trend of the enterprise by a scientific method, estimating the value of the enterprise and providing scientific, accurate and reliable investment decision support for investors.
When evaluating science and technology finance, the evaluation method is selected by fully considering not only the characteristics and the evaluation purpose of enterprises, but also factors such as market environment, industry change and the like. However, in the existing construction method of the scientific and technological financial evaluation system, the selection of the evaluation method is still single, diversification and pertinence are lacked, various evaluation scenes and requirements cannot be completely met, and the existing scientific and technological financial evaluation system has some limitations in terms of data acquisition and processing, such as problems of insufficient data sources, low data quality and the like, which all lead to increased uncertainty of evaluation results.
Disclosure of Invention
Aiming at the defects of the prior art, the invention provides a construction method of a scientific and financial evaluation system, and solves the problems that the existing scientific and financial evaluation system is single in evaluation method and has certain limitation in data collection when being constructed.
In order to achieve the above purpose, the invention is realized by the following technical scheme: the construction method of the scientific and technological financial evaluation system comprises a data acquisition module, a data processing module and a data processing module, wherein the data acquisition module is used for collecting various data required by the financial evaluation system;
and a data processing module: the method is used for carrying out cleaning, screening, normalization and other treatments on the collected data;
and a model building module: establishing an evaluation model suitable for a scientific and technological enterprise according to the collected data;
the index confirmation module is used for: for determining key indicators required in the model building process;
the evaluation method selection module: the method is used for selecting a proper assessment method and technology according to the characteristics of a scientific and technological enterprise;
risk assessment module: for providing more comprehensive and reliable risk assessment reports to investors and corresponding risk avoidance schemes;
and a result analysis module: and providing reference bases for evaluation and decision making for investors by utilizing the results and analysis data of the evaluation system.
Preferably, the data acquisition module comprises,
report collection unit: the system is used for collecting necessary reference materials such as financial reports in enterprises, strategic planning reports of the enterprises, analysis reports of competitors, study reports of industries and the like;
an internet retrieval unit: the method is used for searching information such as related news, blogs, comments, social media, product introduction and the like of enterprises through a search engine;
social media information collection unit: the method is used for collecting instant and informationized information of enterprises, industries and competitors;
an in-industry research analysis report collection unit: analysts and research institutions within the collection industry often issue various analysis reports to provide critical data and information for the industry, businesses, and competitors;
database information collection unit: the method is used for collecting key data of enterprises provided by information service providers so as to make up for the data blank which cannot be acquired by the information service providers.
Preferably, the data processing module comprises,
and a data cleaning unit: the method is used for processing the acquired data, removing repeated data, error data, missing values and the like, and ensuring the integrity, accuracy and consistency of the data;
a data formatting unit: for unifying the data of different data sources in a certain format and converting the data into a form which can be processed by the system.
A data integration unit: data from different sources is integrated into a unified data set to facilitate comprehensive analysis and evaluation in the system.
Data normalization unit: for converting different types of data in different units to enable relative comparisons.
A data analysis unit: for analyzing the processed data using statistics, computer techniques, model analysis methods, and the like.
Preferably, the model building module comprises,
financial model establishment unit: and the system is used for establishing a financial model according to the enterprise financial data.
Market model building unit: the method is used for establishing a market model according to indexes such as market trend, market scale, market share and the like.
A competition model establishing unit: the method is used for establishing a competition model by analyzing the advantages, disadvantages, opportunities and threats of enterprises and competitors thereof;
a comprehensive model building unit: the method is used for integrating the financial model, the market model and the competition model, establishing a comprehensive model, comprehensively evaluating the enterprise by utilizing a plurality of indexes and reflecting the condition of the enterprise more completely.
Preferably, the index confirmation module comprises,
a financial index confirmation unit: for understanding the financial health of an enterprise;
market index confirmation unit: for reflecting the location and competitiveness of an enterprise in the market place;
a competition index confirmation unit: the method is used for reflecting the good and bad relation and advantage points in the comparison of enterprises and competitors;
industry index confirmation unit: the system is used for reflecting the development condition and trend of the industry in which the enterprise is located;
a pilot index confirmation unit: for reflecting the management quality and execution capacity of the enterprise;
innovation and development index confirmation unit: is used for reflecting the technological innovation capability, research and development investment and research and development efficiency of enterprises.
Preferably, the evaluation method selection module includes,
key index unit: the key evaluation index is used for selecting key evaluation indexes from the data acquired by the data acquisition module to measure the value and potential of the scientific and technological enterprise;
an option evaluation unit: for comparing and selecting different evaluation methods according to the purpose and need of evaluation.
Parameter setting means: parameter values and related parameters required for setting an evaluation model;
risk avoidance unit: the risk factor evaluation method is used for evaluating and avoiding risk factors in the evaluation process;
a result generation unit: and the evaluation result of the scientific and technological enterprise is obtained according to the evaluation model and the parameter calculation.
Preferably, the risk assessment module includes,
market risk assessment unit: the method is used for evaluating competition conditions of markets where scientific enterprises are located, development trends of competitors and markets and the like so as to determine whether the enterprises have sustainable development capability and potential;
financial risk assessment unit: the system is used for evaluating the stability and risk of the financial condition of the scientific and technological enterprise;
management risk assessment unit: the system is used for evaluating the aspects of seniority and experience, organization architecture, operation risk and the like of a science and technology enterprise management layer so as to know whether the science and technology enterprise management layer has the capability of effectively managing the science and technology enterprise;
technical risk assessment unit: the method is used for evaluating development technology and future technology development trend of enterprises to determine the technical prospect and potential of the enterprises;
national risk assessment unit: for evaluating politics, law, economic stability, and market admission environments, etc. of the country in which the scientific and technological enterprise is located to determine policy and political risk.
Macroscopic environmental risk assessment unit: the method is used for evaluating the influence of the global macro economic environment on the scientific enterprises.
Preferably, the result analysis module comprises,
an evaluation result interpretation unit: the evaluation method is used for calculating the evaluation result of the scientific and technological enterprise according to the selected evaluation method and index, and reading;
growth prediction unit: the method is used for predicting future development prospects and growth trends of technological enterprises according to the analyzed data, market environments and other factors, and providing investment suggestions and decision support for investors;
an operation evaluation unit: the system is used for evaluating and analyzing financial and business conditions of a scientific enterprise, identifying strong items and weak items of the enterprise, and recognizing the influence of the factors on the value of the enterprise;
risk prompting unit: the risk management and avoidance method is used for identifying risk and uncertainty factors possibly existing in the evaluation result from the perspective of investors and providing effective risk management and avoidance schemes for the investors;
an evaluation report generation unit: the method is used for generating an evaluation report of the scientific and technological enterprise, and presenting the contents such as evaluation results, analysis, prediction, risk prompt and the like in the form of charts and characters so as to facilitate investors to evaluate the investment value and potential of the scientific and technological enterprise.
Preferably, the specific evaluation method of the option evaluation unit is two or more of an evaluation method, a cash flow method, a market comparison method, and a cost method.
Preferably, a method for constructing a scientific and technological financial evaluation system comprises the following steps,
the method comprises the steps of firstly, fully analyzing and planning specific targets, application scenes, functional requirements and the like of a scientific and financial evaluation system, fully communicating and exchanging with all related stakeholders, and deeply knowing the requirements and expectations of the stakeholders;
step two, collecting various data related to scientific and technological enterprise evaluation, such as financial data, market data, competition data, intellectual property data and the like, and preprocessing and cleaning the data to ensure the quality and reliability of the data;
thirdly, selecting the most suitable evaluation method and index based on the purpose and method of clear scientific and technological enterprise evaluation, establishing a corresponding evaluation model and algorithm, and comprehensively and accurately evaluating the scientific and technological enterprise from multiple angles;
analyzing, explaining and reporting the evaluation result and displaying the evaluation result on a visual interface so as to facilitate the evaluation of the potential, internal risk, potential market opportunity and other aspects of the enterprise by the participants;
step five, providing risk management and avoidance schemes for investors by identifying and evaluating various risks of the scientific enterprises, and providing valuable investment decision support and advice for the investors;
and step six, deploying the completed scientific and technological financial evaluation system into an actual operation environment, performing real-time data monitoring and system optimization, guaranteeing the stability and usability of the system, and improving the user satisfaction.
The invention provides a construction method of a scientific and technological finance evaluation system. The beneficial effects are as follows:
1. the invention solves the problems of singleness, lack of diversification, pertinence and the like in the selection of the evaluation method by selecting the evaluation method as two or more of the evaluation method, the cash flow method, the market comparison method and the cost method and further optimizing the selection of the evaluation method by using a key index unit, an option evaluation unit, a parameter setting unit, a risk avoidance unit, a result generation unit and the like contained in the evaluation method selection module.
2. According to the invention, under the mutual coordination of the report collecting unit, the Internet retrieving unit, the social media information collecting unit, the in-industry research analysis report collecting unit, the database information collecting unit and the like in the data collecting module, the data required by evaluation can be collected from multiple aspects, so that the limitation in data collection is greatly reduced.
Drawings
FIG. 1 is a unitary frame diagram of the present invention;
FIG. 2 is a schematic diagram of a data acquisition module according to the present invention;
FIG. 3 is a schematic diagram of a data processing module according to the present invention;
FIG. 4 is a schematic diagram of a model building block according to the present invention;
FIG. 5 is a schematic diagram of a pointer confirming module according to the present invention;
FIG. 6 is a schematic diagram of an evaluation method selection module according to the present invention;
FIG. 7 is a schematic diagram of a risk assessment module according to the present invention;
fig. 8 is a schematic structural diagram of a result analysis module according to the present invention.
Detailed Description
The following description of the embodiments of the present invention will be made clearly and completely with reference to the accompanying drawings, in which it is apparent that the embodiments described are only some embodiments of the present invention, but not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the invention without making any inventive effort, are intended to be within the scope of the invention.
Examples:
referring to fig. 1-8, an embodiment of the present invention provides a method for constructing a scientific and technological financial evaluation system, including a data acquisition module: for collecting various data required by the financial assessment system;
and a data processing module: the method is used for carrying out cleaning, screening, normalization and other treatments on the collected data; the data processing module of the scientific and financial evaluation system is a part of the design of the evaluation system, is important to the accuracy and the credibility of the evaluation result, and needs to reasonably apply various data preprocessing and processing technologies, so that the efficiency and the quality of data processing are improved, and the scientific research and the practice in the related fields are better served.
And a model building module: establishing an evaluation model suitable for a scientific and technological enterprise according to the collected data; the model building module is an indispensable component in the scientific and financial evaluation system. And a proper evaluation model is selected and high-quality data is possessed, and the model parameters are finely adjusted, so that the evaluation precision and reliability of a scientific and technological enterprise can be improved to the greatest extent.
The index confirmation module is used for: for determining key indicators required in the model building process; for the evaluation of scientific enterprises, the determination, expansion and optimization of key indexes are key points for ensuring the accuracy and effectiveness of the evaluation results. Through reasonable index selection and optimization, more comprehensive, more accurate and more valuable assessment services can be provided for scientific enterprises and investors.
The evaluation method selection module: the method is used for selecting a proper assessment method and technology according to the characteristics of a scientific and technological enterprise; according to the characteristics and the evaluation purposes of the scientific enterprises, the method and the technology are selected to be suitable for expansion and perfecting, so that investors and the scientific enterprises can be helped to better select and realize targets, and positive contribution is made to technological innovation and economic development.
Risk assessment module: for providing more comprehensive and reliable risk assessment reports to investors and corresponding risk avoidance schemes; through risk assessment, investors and enterprise managers can better know the risk condition of scientific enterprises, formulate a scientific risk management strategy, reduce investment risk and provide risk management and control guarantee for the steady development of the enterprises.
And a result analysis module: and providing reference bases for evaluation and decision making for investors by utilizing the results and analysis data of the evaluation system. According to different requirements of scientific enterprises and investors, comprehensive and reliable result analysis reports are provided by analyzing data, and solutions and action plans of analysis results are provided, so that more scientific, accurate and reliable decision basis is provided for the scientific enterprises and investors.
The data acquisition module comprises a data acquisition module and a data acquisition module,
report collection unit: the system is used for collecting necessary reference materials such as financial reports in enterprises, strategic planning reports of the enterprises, analysis reports of competitors, study reports of industries and the like; investors and enterprise management layers involved in the assessment can be helped to obtain more comprehensive and accurate assessment information. By collecting internal financial reports, strategic planning reports, competitor analysis reports, industry research reports, etc., a favorable reference basis can be provided for evaluation and investors and enterprise management layers can be assisted in acquiring market and industry information, thereby improving the scientificity and effectiveness of decisions.
An internet retrieval unit: the method is used for searching information such as related news, blogs, comments, social media, product introduction and the like of enterprises through a search engine; the method can help investors and scientific enterprises to obtain more comprehensive, accurate and timely information, and further improves the scientificity and effectiveness of decision making.
Social media information collection unit: the method is used for collecting instant and informationized information of enterprises, industries and competitors; the social media information collection unit can provide more comprehensive, accurate and real-time information sources for investors and enterprises, and further improves the scientificity and effectiveness of decisions.
An in-industry research analysis report collection unit: analysts and research institutions within the collection industry often issue various analysis reports to provide critical data and information for the industry, businesses, and competitors; by collecting and analyzing various analysis reports in the industry, competitors, scientific enterprises and the like, a more comprehensive, accurate and reliable information source and analysis basis are provided for investors and enterprises so as to support more intelligent and powerful investment decisions and enterprise management strategies.
Database information collection unit: the method is used for collecting key data of enterprises provided by information service providers so as to make up for the data blank which cannot be acquired by the information service providers. Critical data for businesses and industries are collected through databases provided by information service providers and integrated to more deeply assess and study the value and business model of technological businesses.
The data processing module comprises a data processing module and a data processing module,
and a data cleaning unit: the method is used for processing the acquired data, removing repeated data, error data, missing values and the like, and ensuring the integrity, accuracy and consistency of the data; the data cleaning unit is a key part for guaranteeing the quality of the acquired data, and plays a vital role in the quality of the results of subsequent data analysis and mining. When data cleaning is carried out, corresponding cleaning strategies are adopted according to different data sources and data types, so that the scientificity and reliability of the cleaning process are ensured.
A data formatting unit: the method is used for unifying data of different data sources in a certain format and converting the data into a form which can be processed by a system, and when the data is formatted, corresponding formatting strategies are needed to be adopted according to different data types and data sources so as to ensure the integrity and correctness of the formatted data.
A data integration unit: data from different sources is integrated into a unified data set to facilitate comprehensive analysis and evaluation in the system. When integrating data, the quality, accuracy, integrity and consistency of the data need to be ensured so as to improve the reliability and accuracy of subsequent data analysis and mining.
Data normalization unit: for converting different types of data in different units to enable relative comparisons. By normalizing and unifying the data, the effects of subsequent data processing, analysis, and modeling can be further improved.
A data analysis unit: for analyzing the processed data using statistics, computer techniques, model analysis methods, and the like. By analyzing the relationship and trend among the data, potential abnormal conditions and valuable information are identified, and reliable support is provided for enterprise decision-making.
The model building module comprises a model building module and a model building module,
financial model establishment unit: and the system is used for establishing a financial model according to the enterprise financial data. By establishing a corresponding financial model, the financial condition and the operation condition of the enterprise can be reflected more comprehensively and accurately, and a business decision maker is helped to make a more reasonable and more effective decision.
Market model building unit: the method is used for establishing a market model according to indexes such as market trend, market scale, market share and the like. By establishing a proper market model, the market conditions can be known more comprehensively and accurately, future trends can be predicted, and business decision makers can be helped to make more reasonable and effective marketing strategies and business decision schemes.
A competition model establishing unit: the method is used for establishing a competition model by analyzing the advantages, disadvantages, opportunities and threats of enterprises and competitors thereof; by establishing a proper competition model, competition conditions and market trends can be known more accurately, and a more reasonable and effective competition strategy is formulated for enterprises to provide support.
A comprehensive model building unit: the method is used for integrating the financial model, the market model and the competition model, establishing a comprehensive model, comprehensively evaluating the enterprise by utilizing a plurality of indexes and reflecting the condition of the enterprise more completely. By establishing an effective comprehensive model, the enterprise can more deeply understand the advantages and disadvantages of the enterprise and potential opportunities and threats of industries and markets, so that the enterprise can better formulate and implement strategic plans and promote the enterprise development.
The index validation module includes a module that includes,
a financial index confirmation unit: for understanding the financial health of an enterprise; the financial index confirming unit can comprehensively understand the financial condition and the profit capability of the enterprise by evaluating and analyzing the financial index of the enterprise, and provides basis for financial management and strategic decision of the enterprise.
Market index confirmation unit: for reflecting the location and competitiveness of an enterprise in the market place; the market index confirming unit can help the enterprises to know the market environment and the competition situation by evaluating and analyzing the positioning and the competition of the enterprises in the market, and provides basis for the enterprises to formulate the marketing strategies.
A competition index confirmation unit: the method is used for reflecting the good and bad relation and advantage points in the comparison of enterprises and competitors; in performing the analysis of the unit, various factors such as product differentiation, customer acquisition costs, market share, etc. need to be considered to ensure accuracy, reliability of the analysis results and to help the enterprise acquire better competitive position and advantage in the market.
Industry index confirmation unit: the system is used for reflecting the development condition and trend of the industry in which the enterprise is located; the development condition and trend of the industry where the enterprise is located are evaluated and analyzed to provide basis for the establishment of market strategy of the enterprise.
A pilot index confirmation unit: for reflecting the management quality and execution capacity of the enterprise; the management quality and the execution capacity of the enterprise are evaluated and analyzed to provide basis for the establishment of management strategy of the enterprise.
Innovation and development index confirmation unit: is used for reflecting the technological innovation capability, research and development investment and research and development efficiency of enterprises. By evaluating and analyzing the technological innovation capability, research and development investment and research and development efficiency of the enterprise, the method provides basis for the enterprise to make innovation and research and development strategies and helps the enterprise to improve the innovation and research and development capability.
The evaluation method selection module comprises a selection module,
key index unit: the key evaluation index is used for selecting key evaluation indexes from the data acquired by the data acquisition module to measure the value and potential of the scientific and technological enterprise; the key index unit of the scientific enterprise needs to select key indexes which are directly related to the enterprise service, are easy to compare and analyze, have strong operability, reflect the enterprise in multiple dimensions and the like.
An option evaluation unit: for comparing and selecting different evaluation methods according to the purpose and need of evaluation. In the evaluation process, the option evaluation unit needs to provide a diversified, comprehensive and flexible evaluation method according to the evaluation targets and needs so as to help the enterprise accurately evaluate the value and potential of the enterprise and support the decision-making process of the enterprise.
Parameter setting means: parameter values and related parameters required for setting an evaluation model; the parameter setting unit needs to provide accurate parameter values and relevant parameters for the evaluation model, and takes the characteristics and gist of the parameter setting unit into consideration when designing and implementing the evaluation model, so as to ensure the validity and reliability of the evaluation model.
Risk avoidance unit: the risk factor evaluation method is used for evaluating and avoiding risk factors in the evaluation process; the risk avoidance unit needs to identify, evaluate and avoid various potential risk factors, thereby guaranteeing the healthy development and the steady growth of the scientific enterprises.
A result generation unit: and the evaluation result of the scientific and technological enterprise is obtained according to the evaluation model and the parameter calculation. All evaluation information can be converted into specific evaluation data, and necessary basis is provided for decision making.
The risk assessment module includes a processor configured to,
market risk assessment unit: the method is used for evaluating competition conditions of markets where scientific enterprises are located, development trends of competitors and markets and the like so as to determine whether the enterprises have sustainable development capability and potential; because market risk is difficult to predict and master, market risk assessment units need to continually update and refine assessment methods and methodologies based on timeliness and accuracy to better serve investors or other stakeholders.
Financial risk assessment unit: the system is used for evaluating the stability and risk of the financial condition of the scientific and technological enterprise; the basis of the evaluation by the financial risk assessment unit is financial data, so that the authenticity and accuracy of the data need to be reviewed and verified. It is also necessary to formulate an evaluation method and an index according to the uniqueness and characteristics of the scientific and technological enterprise so as to perfect the system of the scientific and technological enterprise risk evaluation.
Management risk assessment unit: the system is used for evaluating the aspects of seniority and experience, organization architecture, operation risk and the like of a science and technology enterprise management layer so as to know whether the science and technology enterprise management layer has the capability of effectively managing the science and technology enterprise; in the evaluation process, independence and objectivity are required to be maintained, and information and data in multiple aspects are acquired as much as possible so as to improve the accuracy of an evaluation result.
Technical risk assessment unit: the method is used for evaluating development technology and future technology development trend of enterprises to determine the technical prospect and potential of the enterprises; the technical risk assessment unit needs to comprehensively consider the specific situation and industry characteristics of the enterprise, and formulate corresponding assessment indexes and methods to assess the technical capability and risk of the enterprise.
National risk assessment unit: for evaluating politics, law, economic stability, and market admission environments, etc. of the country in which the scientific and technological enterprise is located to determine policy and political risk. By comprehensively considering national conditions and industry characteristics, corresponding evaluation indexes and methods are formulated so as to evaluate factors such as politics, laws, economic stability, market admittance environment and the like of the country where the technological enterprise is located, determine policy and politics risks and help the technological enterprise to make strategy and decision.
Macroscopic environmental risk assessment unit: the method is used for evaluating the influence of the global macro economic environment on the scientific enterprises. By focusing on the change and trend of the global macro economic environment and comprehensively considering the market and industry characteristics of the technological enterprises, corresponding evaluation indexes and methods are formulated so as to evaluate the influence of the global macro economic environment on the technological enterprises and provide support for the technological enterprises to make more targeted strategies and decisions.
The result analysis module includes a processor configured to,
an evaluation result interpretation unit: the evaluation method is used for calculating the evaluation result of the scientific and technological enterprise according to the selected evaluation method and index, and reading; the output result of the estimated result reading unit is predictive estimated data, and has certain subjectivity and uncertainty. When the evaluation results of the scientific enterprises are read, the existence of risk factors is considered, so that the excessive optimism or pessimistic state is avoided, and the results output by other risk assessment units are comprehensively considered in the decision process.
Growth prediction unit: the method is used for predicting future development prospects and growth trends of technological enterprises according to the analyzed data, market environments and other factors, and providing investment suggestions and decision support for investors; in making investment decisions using growth prediction results, various factors need to be considered in combination.
An operation evaluation unit: the system is used for evaluating and analyzing financial and business conditions of a scientific enterprise, identifying strong items and weak items of the enterprise, and recognizing the influence of the factors on the value of the enterprise; the result of the business assessment is not only objective data, but is also influenced by subjective factors and market environment.
Risk prompting unit: the risk management and avoidance method is used for identifying risk and uncertainty factors possibly existing in the evaluation result from the perspective of investors and providing effective risk management and avoidance schemes for the investors; the risk prompting unit is not an independent evaluation unit, but needs to be matched with other evaluation units to perform analysis and judgment on the basis of comprehensive evaluation.
An evaluation report generation unit: the method is used for generating an evaluation report of the scientific and technological enterprise, and presenting the contents such as evaluation results, analysis, prediction, risk prompt and the like in the form of charts and characters so as to facilitate investors to evaluate the investment value and potential of the scientific and technological enterprise.
Specific evaluation methods of the option evaluation unit are two or more of an evaluation method, a cash flow method, a market comparison method, and a cost method. The result of the evaluation report generation unit is still predictive evaluation data with a certain subjectivity and uncertainty, so that when making investment decisions using the information provided by the evaluation report generation unit, investors are required to comprehensively consider multiple factors and make autonomous investment decisions according to their own risk preferences, investment time and fund plans.
A construction method of a scientific and technological finance assessment system comprises the following steps,
the method comprises the steps of firstly, fully analyzing and planning specific targets, application scenes, functional requirements and the like of a scientific and financial evaluation system, fully communicating and exchanging with all related stakeholders, and deeply knowing the requirements and expectations of the stakeholders;
step two, collecting various data related to scientific and technological enterprise evaluation, such as financial data, market data, competition data, intellectual property data and the like, and preprocessing and cleaning the data to ensure the quality and reliability of the data;
thirdly, selecting the most suitable evaluation method and index based on the purpose and method of clear scientific and technological enterprise evaluation, establishing a corresponding evaluation model and algorithm, and comprehensively and accurately evaluating the scientific and technological enterprise from multiple angles;
analyzing, explaining and reporting the evaluation result and displaying the evaluation result on a visual interface so as to facilitate the evaluation of the potential, internal risk, potential market opportunity and other aspects of the enterprise by the participants;
step five, providing risk management and avoidance schemes for investors by identifying and evaluating various risks of the scientific enterprises, and providing valuable investment decision support and advice for the investors;
and step six, deploying the completed scientific and technological financial evaluation system into an actual operation environment, performing real-time data monitoring and system optimization, guaranteeing the stability and usability of the system, and improving the user satisfaction.
Although embodiments of the present invention have been shown and described, it will be understood by those skilled in the art that various changes, modifications, substitutions and alterations can be made therein without departing from the principles and spirit of the invention, the scope of which is defined in the appended claims and their equivalents.
Claims (10)
1. A scientific and financial evaluation system is characterized by comprising,
and a data acquisition module: for collecting various data required by the financial assessment system;
and a data processing module: the method is used for carrying out cleaning, screening, normalization and other treatments on the collected data;
and a model building module: establishing an evaluation model suitable for a scientific and technological enterprise according to the collected data;
the index confirmation module is used for: for determining key indicators required in the model building process;
the evaluation method selection module: the method is used for selecting a proper assessment method and technology according to the characteristics of a scientific and technological enterprise;
risk assessment module: for providing more comprehensive and reliable risk assessment reports to investors and corresponding risk avoidance schemes;
and a result analysis module: and providing reference bases for evaluation and decision making for investors by utilizing the results and analysis data of the evaluation system.
2. The system of claim 1, wherein the data acquisition module comprises,
report collection unit: the system is used for collecting necessary reference materials such as financial reports in enterprises, strategic planning reports of the enterprises, analysis reports of competitors, study reports of industries and the like;
an internet retrieval unit: the method is used for searching information such as related news, blogs, comments, social media, product introduction and the like of enterprises through a search engine;
social media information collection unit: the method is used for collecting instant and informationized information of enterprises, industries and competitors;
an in-industry research analysis report collection unit: analysts and research institutions within the collection industry often issue various analysis reports to provide critical data and information for the industry, businesses, and competitors;
database information collection unit: the method is used for collecting key data of enterprises provided by information service providers so as to make up for the data blank which cannot be acquired by the information service providers.
3. The system of claim 1, wherein the data processing module comprises,
and a data cleaning unit: the method is used for processing the acquired data, removing repeated data, error data, missing values and the like, and ensuring the integrity, accuracy and consistency of the data;
a data formatting unit: for unifying the data of different data sources in a certain format and converting the data into a form which can be processed by the system.
A data integration unit: data from different sources is integrated into a unified data set to facilitate comprehensive analysis and evaluation in the system.
Data normalization unit: for converting different types of data in different units to enable relative comparisons.
A data analysis unit: for analyzing the processed data using statistics, computer techniques, model analysis methods, and the like.
4. The system of claim 1, wherein the modeling module comprises,
financial model establishment unit: and the system is used for establishing a financial model according to the enterprise financial data.
Market model building unit: the method is used for establishing a market model according to indexes such as market trend, market scale, market share and the like.
A competition model establishing unit: the method is used for establishing a competition model by analyzing the advantages, disadvantages, opportunities and threats of enterprises and competitors thereof;
a comprehensive model building unit: the method is used for integrating the financial model, the market model and the competition model, establishing a comprehensive model, comprehensively evaluating the enterprise by utilizing a plurality of indexes and reflecting the condition of the enterprise more completely.
5. The system of claim 1, wherein the index validation module comprises,
a financial index confirmation unit: for understanding the financial health of an enterprise;
market index confirmation unit: for reflecting the location and competitiveness of an enterprise in the market place;
a competition index confirmation unit: the method is used for reflecting the good and bad relation and advantage points in the comparison of enterprises and competitors;
industry index confirmation unit: the system is used for reflecting the development condition and trend of the industry in which the enterprise is located;
a pilot index confirmation unit: for reflecting the management quality and execution capacity of the enterprise;
innovation and development index confirmation unit: is used for reflecting the technological innovation capability, research and development investment and research and development efficiency of enterprises.
6. The system of claim 1, wherein the method selection module comprises,
key index unit: the key evaluation index is used for selecting key evaluation indexes from the data acquired by the data acquisition module to measure the value and potential of the scientific and technological enterprise;
an option evaluation unit: for comparing and selecting different evaluation methods according to the purpose and need of evaluation.
Parameter setting means: parameter values and related parameters required for setting an evaluation model;
risk avoidance unit: the risk factor evaluation method is used for evaluating and avoiding risk factors in the evaluation process;
a result generation unit: and the evaluation result of the scientific and technological enterprise is obtained according to the evaluation model and the parameter calculation.
7. The system of claim 1, wherein the risk assessment module comprises,
market risk assessment unit: the method is used for evaluating competition conditions of markets where scientific enterprises are located, development trends of competitors and markets and the like so as to determine whether the enterprises have sustainable development capability and potential;
financial risk assessment unit: the system is used for evaluating the stability and risk of the financial condition of the scientific and technological enterprise;
management risk assessment unit: the system is used for evaluating the aspects of seniority and experience, organization architecture, operation risk and the like of a science and technology enterprise management layer so as to know whether the science and technology enterprise management layer has the capability of effectively managing the science and technology enterprise;
technical risk assessment unit: the method is used for evaluating development technology and future technology development trend of enterprises to determine the technical prospect and potential of the enterprises;
national risk assessment unit: for evaluating politics, law, economic stability, and market admission environments, etc. of the country in which the scientific and technological enterprise is located to determine policy and political risk.
Macroscopic environmental risk assessment unit: the method is used for evaluating the influence of the global macro economic environment on the scientific enterprises.
8. The system of claim 1, wherein the results analysis module comprises,
an evaluation result interpretation unit: the evaluation method is used for calculating the evaluation result of the scientific and technological enterprise according to the selected evaluation method and index, and reading;
growth prediction unit: the method is used for predicting future development prospects and growth trends of technological enterprises according to the analyzed data, market environments and other factors, and providing investment suggestions and decision support for investors;
an operation evaluation unit: the system is used for evaluating and analyzing financial and business conditions of a scientific enterprise, identifying strong items and weak items of the enterprise, and recognizing the influence of the factors on the value of the enterprise;
risk prompting unit: the risk management and avoidance method is used for identifying risk and uncertainty factors possibly existing in the evaluation result from the perspective of investors and providing effective risk management and avoidance schemes for the investors;
an evaluation report generation unit: the method is used for generating an evaluation report of the scientific and technological enterprise, and presenting the contents such as evaluation results, analysis, prediction, risk prompt and the like in the form of charts and characters so as to facilitate investors to evaluate the investment value and potential of the scientific and technological enterprise.
9. The system of claim 6, wherein the specific evaluation method of the option evaluation unit is two or more of valuation method, cash flow method, market comparison method and cost method.
10. A construction method of a scientific and financial evaluation system according to any one of claims 1 to 9, comprising the steps of,
the method comprises the steps of firstly, fully analyzing and planning specific targets, application scenes, functional requirements and the like of a scientific and financial evaluation system, fully communicating and exchanging with all related stakeholders, and deeply knowing the requirements and expectations of the stakeholders;
step two, collecting various data related to scientific and technological enterprise evaluation, such as financial data, market data, competition data, intellectual property data and the like, and preprocessing and cleaning the data to ensure the quality and reliability of the data;
thirdly, selecting the most suitable evaluation method and index based on the purpose and method of clear scientific and technological enterprise evaluation, establishing a corresponding evaluation model and algorithm, and comprehensively and accurately evaluating the scientific and technological enterprise from multiple angles;
analyzing, explaining and reporting the evaluation result and displaying the evaluation result on a visual interface so as to facilitate the evaluation of the potential, internal risk, potential market opportunity and other aspects of the enterprise by the participants;
step five, providing risk management and avoidance schemes for investors by identifying and evaluating various risks of the scientific enterprises, and providing valuable investment decision support and advice for the investors;
and step six, deploying the completed scientific and technological financial evaluation system into an actual operation environment, performing real-time data monitoring and system optimization, guaranteeing the stability and usability of the system, and improving the user satisfaction.
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| CN117350858A (en) * | 2023-10-27 | 2024-01-05 | 佛山市南舟智能科技有限公司 | Artificial intelligence analysis system and method for financial products |
| CN117893326A (en) * | 2024-01-18 | 2024-04-16 | 贵州省工业投资发展有限公司 | Post-casting management informatization system and post-casting management method |
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| Publication number | Priority date | Publication date | Assignee | Title |
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| CN117350858A (en) * | 2023-10-27 | 2024-01-05 | 佛山市南舟智能科技有限公司 | Artificial intelligence analysis system and method for financial products |
| CN117893326A (en) * | 2024-01-18 | 2024-04-16 | 贵州省工业投资发展有限公司 | Post-casting management informatization system and post-casting management method |
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