--- 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) ```python 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):** | Metric | FY2023 | FY2022 | YoY | |--------|--------|--------|-----| | 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 | Board | Requirements | Characteristics | |-------|-------------|-----------------| | 主板 (Main Board) | Profitable, established | Large-caps, mature companies | | 创业板 (ChiNext) | Growth, innovation | Tech, healthcare, growth | | 科创板 (STAR Market) | Hard tech, R&D | Semiconductors, biotech, advanced mfg | | 北交所 (BJSE) | SMEs, innovative | Smaller, 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 | Industry | Key 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