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name: china-deck-refresh description: Refresh and update existing A-share investment presentation decks with latest data. Adapts the original deck-refresh skill for Chinese presentations, A-share data updates, and domestic market conventions. Triggers on "更新PPT", "刷新演示", "refresh deck China", "update presentation", "更新演示文稿", or "refresh slides [company]".

china-deck-refresh

Purpose

Refresh A股投资分析PPT — update existing presentation decks with latest financial data and market information.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_quote(ticker)                     → Latest stock price
get_financials(ticker, "income")      → Latest financials
get_index_data("000001")              → Market context
get_industry_stocks(industry="...")    → Updated peer data

Secondary Sources

• 巨潮 — latest filings
• Wind / Choice — market data

Workflow

Step 1: Inventory Existing Deck

Deck audit:

Slide	Title	Data to Update	Status
1	Cover	Date, version
2	Investment Summary	Target price, rating
3	Company Overview	Market cap, shares
4	Financial Highlights	Latest results
5	Revenue Bridge	Latest actuals
6	Margin Analysis	Latest margins
7	Peer Comparison	Updated multiples
8	Valuation	Price, multiples
9	Risk Factors	Current risks
10	Recommendation	Target price

Step 2: Update Financial Data

Data update checklist:

Data Item	Source	Update Frequency
Stock price	iFind / AkShare	Daily
Market cap	Calculated	Daily
P/E, P/B	Calculated	Daily
Revenue (LTM)	iFind / AkShare / 巨潮	Quarterly
Net income (LTM)	iFind / AkShare / 巨潮	Quarterly
Margins	Calculated	Quarterly
Peer multiples	iFind / AkShare	Quarterly
Forecast estimates	券商研报	Quarterly

Step 3: Update Charts

Chart update priorities:

Priority	Chart	Update Trigger
1	Stock price chart	Always
2	Revenue/profit	New quarterly results
3	Margin trends	New quarterly results
4	Peer comparison	New quarterly results
5	Valuation	Daily / new results
6	Financial trends	New annual results

Chart update steps:

1. Identify linked Excel data sources
2. Update source data
3. Refresh chart (right-click → refresh)
4. Verify chart accuracy
5. Update chart date if needed

Step 4: Update Text Content

Text update checklist:

Element	Update
日期	Current date
版本号	Increment version
股价	Latest closing price
市值	Latest market cap
目标价	If changed
评级	If changed
财务数据	Latest actuals
一致预期	Updated consensus
行业数据	Latest industry reports
新闻/事件	Recent developments

Step 5: Maintain Consistency

Consistency checks:

Check	Description
数据一致性	Same numbers across all slides
日期一致性	All dates current
评级一致性	Rating consistent throughout
目标价一致性	Target price matches valuation slide
图表一致性	Same color scheme, labeling

Step 6: Version Control

Version tracking:

Version	Date	Changes	Author
v1.0		Initial
v1.1		Updated financials
v1.2		New earnings
v2.0		Major refresh

File naming:

[Ticker]_[Company]_[ReportType]_v[X.X]_[YYYYMMDD].pptx
Example: {{TICKER}}_{{COMPANY_NAME}}_{{REPORT_TITLE}}_v2.1_20240605.pptx

Step 7: Quality Assurance

QA checklist:

Check	Pass Criteria
All data current	Latest available
No broken charts	All charts display
Consistent numbers	Cross-slide verification
No typos	Spell check
Formatting intact	Design unchanged
Links working	All links functional
File size reasonable	Not bloated

Step 8: Distribution

Distribution preparation:

Item	Action
File format	Save as .pptx (editable) + .pdf (distribution)
File size	Compress if >50MB
Naming	Follow convention
Version note	Brief change summary
Distribution list	Email / shared drive

Common Update Scenarios

Scenario 1: Quarterly Earnings Update

Action	Detail
Update P&L	Add latest quarter actuals
Update BS	Add latest quarter BS
Update CF	Add latest quarter CF
Update charts	Refresh financial charts
Update commentary	Reflect latest results
Update target price	If changed
Version bump	vX.X → vX.X+1

Scenario 2: Daily/Weekly Market Update

Action	Detail
Update price	Latest closing price
Update market cap	Recalculate
Update multiples	Recalculate P/E, P/B
Update price chart	Add recent data
Version bump	Minor version

Scenario 3: Full Refresh (Semi-annual)

Action	Detail
All financials	Full year actuals + new forecasts
All charts	Complete refresh
Peer set	Update peer group
Valuation	Full revaluation
All commentary	Comprehensive update
Version bump	Major version

China-Specific Considerations

A-share Update Frequency

Update Type	Frequency	Trigger
盘中更新	Daily	Market movement
盘后更新	Daily	Close of trading
业绩更新	Quarterly	Earnings release
深度更新	Semi-annual	Full refresh

Common Issues

Issue	Solution
图表链接断开	Re-link data source
字体缺失	Embed fonts or use standard fonts
版本混乱	Clear version control
数据不一致	Cross-slide verification

Quality Checks

Before distributing:

• All data updated
• All charts refreshed
• Consistency verified
• No broken links
• QA complete
• Version noted
• File formats correct

Data Source Mode Switch: Set env var IFIND_DATA_SOURCE_MODE to control data source preference.

• ifind-only (strict): Use iFind only, error if unavailable
• ifind-fallback (default): iFind preferred, fallback to AkShare
• akshare-only: Skip iFind, use AkShare only