SVA/010419/SH-DC(2000GB)GuangdianWeekOneSummarySVAElectronicsCo.,Ltd.机密ExhibitsApril24,2001此报告仅供客户内部使用。未经麦肯锡公司的书面许可，其它任何机构不得擅自传阅、引用或复制。SVA/010420/SH-AX(2000GB)2CURRENTORGANIZATIONSTRUCTUREANDMANAGEMENTPROCESS•HeadedbyEVP•IncludingTV,digitalAV,PC,DRTV,etc.•Allmanufacturingenterprisesareindependentlegalentitieswiththeirownsalesandpurchasingsystems(exception:Jinxing)SVATerminalDevicesNewBusinessAssetManag-mentStafffunctions•HeadedbyGManddelegatedtoAssistantGM•Non-performingassetswithbookvalueatRMB140milandemployees7500strong•HeadedbyViceChairman•ResponsiblefortheinvestmentandoperationofEthernet,SHI&TandE-commercePreliminaryDiagnostics:•LackofacleardefinitionofthenewITstrategy•TheTerminalDevicesgroupincludesmostofthecurrentcorebusinessesandnewproducts•Atleast15businessestobedivested.•35minorityJVsprovidethemainincomeforSVAcurrently•Thecurrentcorporatecenteristypicalofaninvestmentholdingcompany•Therearenosystematicapproachandprovenskillstoselect,buildandmanageriskynewinvestments.•Mostsubsidiarieshavetheirownprocurement,manufacturing,andmarketingfunctions,withsub-optimalscale.•Currentmanagementprocessesineffective.FORDISCUSSIONSVA/010420/SH-AX(2000GB)3EVALUATIONOFSVASUBSIDIARIES**Notincludeminority-share-holdingcompanies**Evaluationofcorebusinessperformanceisbasedon1999and2000ROICanalysis***GoodinvestmentrecordSource:McKinseyanalysisStrongPoorCorebusinessperformance**HighLowFuturestrategicimportanceBlackCEWhiteCECEcomponentsITCommunicationsTradingDivestedpropertiesJinxingEducation.Equip.PlasticMoldingMoldShapingGuanglianKaigeAutoElec.FeitingElec.ZhonglingFeiyueLightingGuangxingElec.ComputerTelecomEquip.YirenKaigeRadarPudongLtd.***Imp.Exp.CoForeignTech.Coop.KaigeIntl.TradingLianweiElec.GongxiaoFeiyuIndustrialKaigeIndustrialHuizhongIndustrialKaigeWash.machFeiyueElec.KaigeRadioFeiyueMicrowaveOvenDigitalAVSalesCenterE-Commerce?IT(Net-accessservices)FlatdisplaysystemsIntraction(Ethernet)Break-evenSVA/010420/SH-AX(...
