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china-strip-profile

china-strip-profile

【文档与办公】Create one-page company profile slides (strip profiles) for A-share targets in pitch books and deal materials. Adapted from the original strip-profile skill for Chinese companies, A-share market data, and Chinese business terminology. Triggers on "A股公司简介", "公司概况", "strip profile China", "one-pager A-share", or "target profile for [company]".

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技能说明

GitHub

name: china-strip-profile description: Create one-page company profile slides (strip profiles) for A-share targets in pitch books and deal materials. Adapted from the original strip-profile skill for Chinese companies, A-share market data, and Chinese business terminology. Triggers on "A股公司简介", "公司概况", "strip profile China", "one-pager A-share", or "target profile for [company]".

china-strip-profile

Purpose

Create professional A股目标公司简介/Strip Profile slides for pitch books and deal materials.

Data Sources

Tier 0 — 万得 Wind(最全面付费数据)

  • 覆盖:A股/港美股/基金/指数/债券/宏观/研报/分析(44个工具)
  • MCP 服务:wind-mcp(需 WIND_API_KEY 密钥,以 ak_ 开头)
  • 优势:全市场覆盖面最广、数据最全面、包含研报和量化分析
  • 密钥申请:https://aifinmarket.wind.com.cn/#/home

Tier 1 — 同花顺 iFind(付费精确数据)/ AkShare MCP(Tier-2 免费备选)

get_stock_info(ticker)                     → Company profile
get_quote(ticker)                         → Current valuation
get_historical_data(ticker)               → Stock performance
get_financials(ticker, "income", "annual")  → Revenue, profit
get_financials(ticker, "balance", "annual") → Assets, debt
get_industry_stocks(industry="...")        → Peer context
get_stock_news(ticker)                    → Recent news

Secondary Sources

  • 巨潮资讯 — annual reports, prospectus (招股说明书)
  • 企查查 / 天眼查 — corporate structure, subsidiaries
  • 公司官网 — investor relations materials
  • 券商研报 — existing research (if covered)

Workflow

Step 1: Gather Target Information

Company basics:

  • 公司全称 (Full name)
  • 股票代码 (Ticker)
  • 上市板块 (Listing board: 主板/创业板/科创板/北交所)
  • 上市日期 (Listing date)
  • 行业分类 (Industry classification)
  • 总部地址 (Headquarters)
  • 员工人数 (Employee count)

Business description:

  • 主营业务 (Core business)
  • 产品/服务 (Products/services)
  • 商业模式 (Business model)
  • 客户结构 (Customer base)
  • 地域分布 (Geographic footprint)

Financial snapshot (most recent):

MetricFY2023FY2022YoY
Revenue (亿)
Net Income (亿)
Gross Margin
Net Margin
ROE
Net Debt/EBITDA

Market data:

  • Current price (latest close)
  • Market cap (总市值 / 流通市值)
  • 52-week high/low
  • YTD performance
  • Average daily turnover

Step 2: Identify Key Investment Highlights

Highlight categories:

  1. Market leadership (市场地位)

    • Market share rank
    • Competitive advantages
    • Barriers to entry
  2. Financial profile (财务特征)

    • Revenue scale and growth
    • Margin profile
    • Cash generation
    • Balance sheet strength
  3. Growth drivers (成长动力)

    • New products / expansion
    • Market opportunities
    • Capacity additions
  4. Valuation context (估值位置)

    • Current multiples vs history
    • vs peers
    • Upside/downside

Step 3: Build Slide Content

Standard strip profile layout (1 slide, typically):

Left panel — Company snapshot:

[公司LOGO/名称] [股票代码]
[行业] | [上市板块] | [上市日期]

公司简介:
[2-3 sentences on business model]

核心财务 (最近财年):
  营业收入: XX亿 (YoY: +XX%)
  净利润: XX亿 (YoY: +XX%)
  毛利率: XX%
  净利率: XX%
  ROE: XX%
  有息负债: XX亿

Right panel — Key metrics / highlights:

[3-5 bullet investment highlights]
- 市场地位: ...
- 成长动力: ...
- 竞争优势: ...
- 估值水平: ...

Bottom — Charts:

  • Revenue / profit history (3-5 years)
  • PE band or comparable multiples
  • Share price performance

Step 4: Visual Design

Design guidelines:

  • Clean, professional layout
  • Consistent with firm's pitch deck template
  • Key numbers prominently displayed
  • Charts simple and readable
  • Chinese labels appropriate for audience

Color scheme (default if no template):

  • Section headers: Dark blue #1F4E79 with white text
  • Data cells: Light grey #F2F2F2 or white
  • Accent: Company brand colors (research via web search)
  • Text: Black / dark grey

Step 5: Quality Check

Before finalizing:

  • All financials sourced from 巨潮 or AkShare
  • Market data current
  • Key highlights compelling and factual
  • Charts readable and properly labeled
  • Brand colors correct (researched, not assumed)
  • Formatting consistent with deck template

China-Specific Considerations

Listing Boards

BoardRequirementsCharacteristics
主板 (Main Board)Profitable, establishedLarge-caps, mature companies
创业板 (ChiNext)Growth, innovationTech, healthcare, growth
科创板 (STAR Market)Hard tech, R&DSemiconductors, biotech, advanced mfg
北交所 (BJSE)SMEs, innovativeSmaller, earlier-stage companies

A-share Specifics

  • 涨跌停 limits affect trading profile
  • 北向资金 ownership tracked for large-caps
  • 股东户数 changes (from quarterly reports)
  • 限售股比例 (restricted shares) affects float
  • 质押比例 (share pledge ratio) — flag if >30%

Industry-Specific Metrics

IndustryKey Metrics to Highlight
白酒批价, 渠道库存, 动销增速
半导体产能利用率, 技术节点, 客户认证
新能源产能, 出货量, 技术路线
医药管线, 研发投入, 集采中标
银行NIM, 不良率, 拨备覆盖率
互联网DAU/MAU, ARPU, 变现效率

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
  • wind-only: Wind only, error if unavailable
  • wind-fallback: Wind first, fallback to iFind → AkShare
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