Understanding corporate restructuring
It looks like "股改" refers to corporate restructuring or shareholding reform commonly in China. The "投资人" (investors) want enterprises to join this restructuring to alleviate financial pressure. My approach includes creating a practical action plan with steps like building a target list, tailoring value propositions, allocating risk, establishing a timeline, and preparing key documents, ensuring compliance with regulations depending on the industry. Clarifying questions might help, but I also want to share immediately useful templates and steps as per developer guidelines.Identifying target enterprises
I’m considering whether the focus is on state-owned enterprises (SOEs) or private ones. I have several options for involving enterprises, like strategic equity investments and joint ventures. To help current investors, I can suggest deal structures like milestone-based tranches and earnouts.
For incentives, board seats and veto rights might work well. I’ll categorize the sourcing pipeline into 3–5 groups for better targeting: suppliers, customers, competitors, SOEs, and local funds. Lastly, I’ll prepare outreach materials in Chinese and outline a timeline of 8–10 weeks for tasks.Outlining key considerations for pitches
I'm looking at the key points around risk and disclosure, including fairness opinions and valuations. There's also the need for approvals from oversight bodies, like the SAMR and NDRC/MOF.
I’ll create a short template for emails and WeChat messages, along with a summary of key terms for a term sheet and a teaser deck outline. For negotiations, I can suggest pricing and redemption rights as levers.
Additionally, I should provide fallback financing options, a list of sample data to prepare, and remind not to promise guaranteed returns. Asking for context on the company sector and target enterprises is essential too.Developing a concrete sandbox plan
While I may not have the specific environment details for sandboxing, I can outline a clear 10-step plan, responding in Chinese to match the user’s preference.

First, I’ll frame the goal, which is to attract strategic investments or participation in shareholding reforms to share financial pressure and enhance collaboration. Next, I’ll suggest three feasible paths, including strategic investments and asset evaluations.
Then, I'll list recommended terms and a potential target list of upstream and downstream companies. Additionally, I’ll prepare a document package and outline a timeline for key actions.
Lastly, identifying possible risks will be important, along with tailoring the offer based on user parameters. Using concise bullets ensures it's easy to follow!Preparing code snippets with templates
I see that I can include multi-line snippets using code fences, which is great! I’ll create short templates in these fenced text blocks. It’s also important that I avoid overspecifying the returns; I’ll use placeholders like X and Y instead. This keeps it flexible and easy for users to adapt.
Now, let’s get started on drafting these templates effectively! This way, I can ensure they’re concise and user-friendly.
明白诉求。要把“股改引入企业战投”做成可落地的项目,关键是同时解决资金压力和产业协同。给你一套可马上推进的打法+话术模板。
可行路径(优先级从易到难)
条款设计要点(控制下行、放大协同)
目标企业画像与清单搭建

资料包(本周内准备好)
推进节奏(8–10周)
关键风险与防范
外联话术与模板
外联短讯(微信/邮件)
XX总,打扰了。我们在推进股改,引入1–2家产业方共同增资或资产入股,重点在产能协同与订单绑定,资金主要用于XX与XX扩产。
核心要点:
- 方式:优先股/可转债或资产作价入股,分期出资、协同KPI挂钩
- 协同:预计为贵司每年新增XX订单/毛利XX%,共建XX产线/渠道
- 退出:IPO/并购优先,条款市场化、合规稳健
如方便,本周约30分钟沟通,先发一页纸与要点条款供参考。
一页纸Teaser框架
公司概览:赛道/定位/核心产品与壁垒(3行)
股改目标:引入产业战投,金额X–Y,工具(优先股/可转债/资产入股)
资金用途:产能扩建/研发/渠道
协同场景:上游/下游/技术/区域(列3–4条可量化)
财务要点:近12个月收入/毛利率/现金流水平(区间)
交易亮点:分期出资+KPI、估值与调价、退出路径
联系人与保密声明
Term Sheet要点版(示例)

工具:Series Preferred / 可转债(任选其一或组合)
金额:RMB X–Y,分3期(签约/达产/订单KPI)
估值/转股价:基准值+业绩/市场调价机制(上下限)
权利:1席董事+若干重大事项共决;信息权/反摊薄/优先分红(如适用)
协同KPI:年度订单量/联合投标/产线导入节点
退出:IPO/并购优先;特定违约触发的有限回购权
条件先决:尽调通过、审批完成、无重大不利变化
我需要的关键信息(便于帮你定制清单与条款)
如果你愿意,我可以基于上述信息,直接产出:目标企业清单(20家内外)、定制Teaser与TS要点初稿、推进日历与尽调清单,供你本周启动外联。