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題名 珠寶投資的風險管理研究
Research on Risk Management in Jewelry Investment
作者 蕭敦仁
HSIAO, TUN-JEN
貢獻者 黃國峯
Huang, Kuo-Feng
蕭敦仁
HSIAO, TUN-JEN
關鍵詞 珠寶
投資
風險管理
Jewelry
Investment
Risk Management
日期 2024
上傳時間 5-Aug-2024 12:35:21 (UTC+8)
摘要 本研究主要探究珠寶投資的風險管理,研究通過SWOT分析、五力分析以及PESTEL分析的研究方法,分析公司投資珠寶產品的戰略規劃,評估行業的吸引力和競爭強度以及分析這些外部因素,預見和準備應對可能影響其業務的經濟和政策變化所帶來的風險。以上三個研究方法層層推進,首先期望透過研究探討收藏重點轉向珠寶投資的用意,釐清珠寶投資的目的和內容,其次分析行業現狀與前景,最後結合前文分析預測最需要注意的幾個風險來源。最後,通過研究者公司的發展為後續珠寶收藏模式總結經驗,對於1.如何準確評估和管理這些價值波動的風險;2.對珠寶市場的深入研究,包括對消費者趨勢、需求變化、新興市場等方面的分析,如何預測未來風險並制定相應策略;3.珠寶業的環境和社會責任日益受到關注產生何種省思,以上三點重點研究。總結研究者創立的101臻藏公司的經營理念為以下九點:擬定目標客群、價值主張的確立、通路的開拓與管理、顧客關係的分析與建立、收支的管控、核心價值與資源、關鍵業務的掌握、重要合作夥伴和成本結構的掌控。針對上述三個研究問題,經過了長時間的田野觀察、比對分析與實踐後,得出如下研究結論:一、珠寶品質決定價值,監測市場波動,從而準確評估和管理風險;二、對消費者趨勢、需求變化、新興市場等方面的分析,有助於預測未來風險並制定相應策略;三、珠寶業的環境和社會責任日益受到關注,實行遵循自然環境和人文環境的可持續化商業行為,才能將投資進行得更加長遠。並且給同業者提出以下的個人看法與建議:一、建議珠寶同業者保持品牌信譽、培養危機意識、並承擔社會責任,以建立長期信任關係;二、珠寶投資者可以注重專業分析、長期價值與共鳴交流,以穩健投資策略應對市場變化;三、針對珠寶消費者以喜愛為主並實際配戴珠寶,享受其美好;四、建議後續其他珠寶行業研究者增加訪談對象的多樣性,並提升應用統計研究方法知識。
This study primarily explores risk management in jewelry investment. Through the research methods of SWOT analysis, Five Forces analysis, and PESTEL analysis, the study analyzes strategic planning for investing in jewelry products by companies, evaluates the attractiveness and competitive intensity of the industry, and analyzes these external factors so that organizations can foresee and prepare to address risks stemming from macroeconomic and policy changes that may affect their business. These three methods progress step by step, firstly aiming to explore the shift to jewelry investment, clarifying the purpose and content of jewelry investment, secondly analyzing the current status and prospects of the industry, and finally combining the analysis from earlier sections to predict the most critical sources of risk. Finally, through research analysis and the development of my company, experiences are summarized for subsequent jewelry collection models, focusing on how to accurately assess and manage risks associated with value fluctuations, as well as in-depth research into the jewelry market, including analysis of consumer trends, demand changes, emerging markets, etc., to help predict future risks and formulate corresponding strategies. Additionally, the environmental and social responsibility of the jewelry industry is increasingly under scrutiny and requires reflection. The operational philosophy of the 101 ZhenCang Company that I established is summarized in nine points: defining target customer groups, establishing value propositions, expanding and managing channels, analyzing and establishing customer relationships, controlling revenue and expenses, core values and resources, mastering key businesses, important partnerships, and cost structure control. Regarding the three research questions mentioned above, after long periods of field observation, comparative analysis, and in-depth exploration, the following research conclusions are drawn: 1. The quality of jewelry determines its value; monitoring market fluctuations allows for accurate risk assessment and management. 2. Analysis of consumer trends, demand changes, emerging markets, etc., helps predict future risks and formulate corresponding strategies. 3.The jewelry industry's environmental and social responsibility is increasingly under scrutiny. Implementing sustainable business practices following natural and cultural environments is necessary for long-term investment. Furthermore, the following personal opinions and suggestions are provided to peers: 1. It is suggested that jewelry industry peers maintain brand reputation, cultivate crisis awareness, and take on social responsibility to establish long-term trust relationships. 2. Jewelry investors can focus on professional analysis, long-term value, and resonant communication to adapt to market changes with a steady investment strategy. 3. Regarding jewelry consumers, prioritize preferences and actually wear jewelry to enjoy its beauty. 4. It is recommended that other jewelry researchers increase the diversity of interviewees and improve their knowledge of applied statistical research methods.
參考文獻 參考文獻 書籍 弗雷德里克·S·米什金,賈玉革譯(2007)。《金融市場與機構》。中國人民大學出版社。 黃國峯(2020)。搞砸無畏:失敗中創造改變的30個處方,早安財經文化。 期刊 Nassau, K. (1984). Gemstone Enhancement: History, Science and State of the Art. Butterworth-Heinemann. Hughes, R. W., Manorotkul, W., & Hughes, E. B. (2017). Ruby & Sapphire: A Gemologist's Guide. Lotus Gemology. Bain & Company Luxury Goods Worldwide Market Study, 2019 Edition. Bain & Company, Inc. 3D Printing and the Future of Jewelry Production. Jewelry Business Magazine, March 2020 Issue. Economic Impact on Luxury Goods Market. The Economist, December5, 2019. Porter, M.E. (1979). "How Competitive Forces Shape Strategy". Harvard Business Review. Hull, J.C. (2003). "Options, Futures, and Other Derivatives". Prentice Hall. Kotler, P., & Keller, K.L. (2016). "Marketing Management". 吳淑玲、楊詠凱(2014)。社會創業觀點下文創創業之可行商業模式探索性研究。兩岸基層選舉與地方治理研究通訊,1(2),13-25。 論文 邱竫雯(2023)。探討連鎖珠寶業之服務品質、品牌形象、產品價 值和消費者購買意願之間的關聯性——以百貨公司珠寶專櫃為例。南臺科技大學,台南市。未出版之碩士論文。 黃茂澤(2022)。珠寶產業行銷商業模式之研究——以H珠寶學院為例。國立高雄大學,高雄市。未出版之碩士論文。 江麗娟(2022)。珠寶與古董消費行為與經營模式之研究:以瑋立珠寶古董有限公司為例。國立暨南國際大學,南投縣。未出版之碩士論文。 網路 Grand view research (2024). Jewelry Market Size, Share & Trends Analysis Report By Product (Necklace, Ring, Earring, Bracelet), By Material (Gold, Platinum, Diamond), By Distribution Channel, By End-user (Men, Women, Children), By Region, And Segment Forecasts, 2024 – 2030. https://www.grandviewresearch.com/industry-analysis/jewelry-market
描述 碩士
國立政治大學
經營管理碩士學程(EMBA)
110932409
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0110932409
資料類型 thesis
dc.contributor.advisor 黃國峯zh_TW
dc.contributor.advisor Huang, Kuo-Fengen_US
dc.contributor.author (Authors) 蕭敦仁zh_TW
dc.contributor.author (Authors) HSIAO, TUN-JENen_US
dc.creator (作者) 蕭敦仁zh_TW
dc.creator (作者) HSIAO, TUN-JENen_US
dc.date (日期) 2024en_US
dc.date.accessioned 5-Aug-2024 12:35:21 (UTC+8)-
dc.date.available 5-Aug-2024 12:35:21 (UTC+8)-
dc.date.issued (上傳時間) 5-Aug-2024 12:35:21 (UTC+8)-
dc.identifier (Other Identifiers) G0110932409en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/152517-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 經營管理碩士學程(EMBA)zh_TW
dc.description (描述) 110932409zh_TW
dc.description.abstract (摘要) 本研究主要探究珠寶投資的風險管理,研究通過SWOT分析、五力分析以及PESTEL分析的研究方法,分析公司投資珠寶產品的戰略規劃,評估行業的吸引力和競爭強度以及分析這些外部因素,預見和準備應對可能影響其業務的經濟和政策變化所帶來的風險。以上三個研究方法層層推進,首先期望透過研究探討收藏重點轉向珠寶投資的用意,釐清珠寶投資的目的和內容,其次分析行業現狀與前景,最後結合前文分析預測最需要注意的幾個風險來源。最後,通過研究者公司的發展為後續珠寶收藏模式總結經驗,對於1.如何準確評估和管理這些價值波動的風險;2.對珠寶市場的深入研究,包括對消費者趨勢、需求變化、新興市場等方面的分析,如何預測未來風險並制定相應策略;3.珠寶業的環境和社會責任日益受到關注產生何種省思,以上三點重點研究。總結研究者創立的101臻藏公司的經營理念為以下九點:擬定目標客群、價值主張的確立、通路的開拓與管理、顧客關係的分析與建立、收支的管控、核心價值與資源、關鍵業務的掌握、重要合作夥伴和成本結構的掌控。針對上述三個研究問題,經過了長時間的田野觀察、比對分析與實踐後,得出如下研究結論:一、珠寶品質決定價值,監測市場波動,從而準確評估和管理風險;二、對消費者趨勢、需求變化、新興市場等方面的分析,有助於預測未來風險並制定相應策略;三、珠寶業的環境和社會責任日益受到關注,實行遵循自然環境和人文環境的可持續化商業行為,才能將投資進行得更加長遠。並且給同業者提出以下的個人看法與建議:一、建議珠寶同業者保持品牌信譽、培養危機意識、並承擔社會責任,以建立長期信任關係;二、珠寶投資者可以注重專業分析、長期價值與共鳴交流,以穩健投資策略應對市場變化;三、針對珠寶消費者以喜愛為主並實際配戴珠寶,享受其美好;四、建議後續其他珠寶行業研究者增加訪談對象的多樣性,並提升應用統計研究方法知識。zh_TW
dc.description.abstract (摘要) This study primarily explores risk management in jewelry investment. Through the research methods of SWOT analysis, Five Forces analysis, and PESTEL analysis, the study analyzes strategic planning for investing in jewelry products by companies, evaluates the attractiveness and competitive intensity of the industry, and analyzes these external factors so that organizations can foresee and prepare to address risks stemming from macroeconomic and policy changes that may affect their business. These three methods progress step by step, firstly aiming to explore the shift to jewelry investment, clarifying the purpose and content of jewelry investment, secondly analyzing the current status and prospects of the industry, and finally combining the analysis from earlier sections to predict the most critical sources of risk. Finally, through research analysis and the development of my company, experiences are summarized for subsequent jewelry collection models, focusing on how to accurately assess and manage risks associated with value fluctuations, as well as in-depth research into the jewelry market, including analysis of consumer trends, demand changes, emerging markets, etc., to help predict future risks and formulate corresponding strategies. Additionally, the environmental and social responsibility of the jewelry industry is increasingly under scrutiny and requires reflection. The operational philosophy of the 101 ZhenCang Company that I established is summarized in nine points: defining target customer groups, establishing value propositions, expanding and managing channels, analyzing and establishing customer relationships, controlling revenue and expenses, core values and resources, mastering key businesses, important partnerships, and cost structure control. Regarding the three research questions mentioned above, after long periods of field observation, comparative analysis, and in-depth exploration, the following research conclusions are drawn: 1. The quality of jewelry determines its value; monitoring market fluctuations allows for accurate risk assessment and management. 2. Analysis of consumer trends, demand changes, emerging markets, etc., helps predict future risks and formulate corresponding strategies. 3.The jewelry industry's environmental and social responsibility is increasingly under scrutiny. Implementing sustainable business practices following natural and cultural environments is necessary for long-term investment. Furthermore, the following personal opinions and suggestions are provided to peers: 1. It is suggested that jewelry industry peers maintain brand reputation, cultivate crisis awareness, and take on social responsibility to establish long-term trust relationships. 2. Jewelry investors can focus on professional analysis, long-term value, and resonant communication to adapt to market changes with a steady investment strategy. 3. Regarding jewelry consumers, prioritize preferences and actually wear jewelry to enjoy its beauty. 4. It is recommended that other jewelry researchers increase the diversity of interviewees and improve their knowledge of applied statistical research methods.en_US
dc.description.tableofcontents 目次 致謝辭 0 摘要 I ABSTRACT II 目次 IV 表目錄 VI 圖目錄 VII 第一章 緒論 1 第一節 研究背景與動機 1 第二節 研究問題與研究方法 2 一、研究問題 4 二、研究方法 6 第二章 產業現況 9 第一節 珠寶產業現況 9 一、宏觀分析 10 二、產業鏈分析 12 三、商業分析 12 四、財務分析 13 第二節 影響珠寶價值之因素 15 一、珠寶的市場價值來源 15 二、影響彩色寶石固有價值的關鍵五要素 16 三、其他不可控因素 22 第三節 影響珠寶投資風險之因素 25 一、可控因素與不可控因素 26 二、通過SWOT分析珠寶投資的風險 31 三、五力分析法分析珠寶投資風險 33 四、小結 35 第三章 個案公司分析 37 第一節 公司基本介紹 37 第二節 經營模式與經營歷程 39 第三節 珠寶投資關鍵成功因素 45 一、評估行業的競爭強度和盈利潛力,以及面對困境與考驗時的應變力、耐挫力和韌性 46 二、分析宏觀環境中可能影響行業的因素 48 第四章 結論 53 第一節 研究結論 53 一、珠寶品質決定價值,監測市場波動,從而準確評估和管理風險 53 二、對消費者趨勢、需求變化、新興市場等方面的分析,有助於預測未來風險並制定相應策略 55 三、珠寶業的環境和社會責任日益受到關注,實行遵循自然環境和人文環境的可持續化商業行為,才能將投資進行得更加長遠 56 第二節 研究建議 58 ㄧ、對珠寶業者的建議 58 二、對珠寶投資者(收藏者)的建議 59 三、給珠寶消費者的建議 59 四、給其他珠寶研究者的建議 60 五、心得結語 61 參考文獻 63zh_TW
dc.format.extent 1506926 bytes-
dc.format.mimetype application/pdf-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0110932409en_US
dc.subject (關鍵詞) 珠寶zh_TW
dc.subject (關鍵詞) 投資zh_TW
dc.subject (關鍵詞) 風險管理zh_TW
dc.subject (關鍵詞) Jewelryen_US
dc.subject (關鍵詞) Investmenten_US
dc.subject (關鍵詞) Risk Managementen_US
dc.title (題名) 珠寶投資的風險管理研究zh_TW
dc.title (題名) Research on Risk Management in Jewelry Investmenten_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) 參考文獻 書籍 弗雷德里克·S·米什金,賈玉革譯(2007)。《金融市場與機構》。中國人民大學出版社。 黃國峯(2020)。搞砸無畏:失敗中創造改變的30個處方,早安財經文化。 期刊 Nassau, K. (1984). Gemstone Enhancement: History, Science and State of the Art. Butterworth-Heinemann. Hughes, R. W., Manorotkul, W., & Hughes, E. B. (2017). Ruby & Sapphire: A Gemologist's Guide. Lotus Gemology. Bain & Company Luxury Goods Worldwide Market Study, 2019 Edition. Bain & Company, Inc. 3D Printing and the Future of Jewelry Production. Jewelry Business Magazine, March 2020 Issue. Economic Impact on Luxury Goods Market. The Economist, December5, 2019. Porter, M.E. (1979). "How Competitive Forces Shape Strategy". Harvard Business Review. Hull, J.C. (2003). "Options, Futures, and Other Derivatives". Prentice Hall. Kotler, P., & Keller, K.L. (2016). "Marketing Management". 吳淑玲、楊詠凱(2014)。社會創業觀點下文創創業之可行商業模式探索性研究。兩岸基層選舉與地方治理研究通訊,1(2),13-25。 論文 邱竫雯(2023)。探討連鎖珠寶業之服務品質、品牌形象、產品價 值和消費者購買意願之間的關聯性——以百貨公司珠寶專櫃為例。南臺科技大學,台南市。未出版之碩士論文。 黃茂澤(2022)。珠寶產業行銷商業模式之研究——以H珠寶學院為例。國立高雄大學,高雄市。未出版之碩士論文。 江麗娟(2022)。珠寶與古董消費行為與經營模式之研究:以瑋立珠寶古董有限公司為例。國立暨南國際大學,南投縣。未出版之碩士論文。 網路 Grand view research (2024). Jewelry Market Size, Share & Trends Analysis Report By Product (Necklace, Ring, Earring, Bracelet), By Material (Gold, Platinum, Diamond), By Distribution Channel, By End-user (Men, Women, Children), By Region, And Segment Forecasts, 2024 – 2030. https://www.grandviewresearch.com/industry-analysis/jewelry-marketzh_TW