@v587d/capital-generation 2.10.1 → 2.11.0

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-model-update/SKILL.md

@@ -1,219 +0,0 @@
----
-name: china-model-update
-description: Update A-share financial models with new quarterly data, management guidance, or macro changes. Reflects actuals, rolls estimates forward, flags material changes, and updates valuation. Adapted from the original model-update skill for Chinese market conventions and AkShare data. Triggers on "A股模型更新", "模型更新", "plug earnings into model", "update model for [company]", "刷新预测", or "更新财务模型".
----
-
-# china-model-update
-
-## Purpose
-
-Update existing **A股财务模型** with new data, ensuring all cells are traceable to sources and all changes are documented.
-
-## Data Sources
-
-### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
-
-```python
-get_financials(ticker, "income", "quarterly")   → Q[X] actual results
-get_financials(ticker, "balance", "quarterly")  → BS update
-get_financials(ticker, "cashflow", "quarterly") → CF update
-get_financials(ticker, "income", "annual")      → Full year update
-get_quote(ticker)                               → Current market data
-get_stock_info(ticker)                          → Any company changes
-```
-
-### Secondary Sources
-
-- **巨潮资讯** — official filings for exact figures
-- **业绩说明会 transcript** — management commentary
-- **管理层指引** — guidance from earnings calls
-- **Wind / Choice / 同花顺** — consensus updates
-
-## Workflow
-
-### Step 1: Identify What Changed
-
-**Change triggers:**
-- Quarterly earnings release (季报/年报)
-- Management guidance update (管理层指引调整)
-- Macro assumption change (rate, tax, policy)
-- Model error or refinement
-- M&A or restructuring event
-
-**Change log template:**
-
-| Date | Change Type | Item | Old Value | New Value | Reason |
-|------|-------------|------|-----------|-----------|--------|
-| | Earnings update | Revenue FY25E | XX亿 | XX亿 | Q1 actuals beat |
-| | Guidance | Tax rate | 25% | 25% | No change |
-| | Macro | CapEx % | 5% | 6% | New plant announced |
-
-### Step 2: Update Historical Actuals
-
-**Quarterly actuals:**
-
-```
-[Company] Q[X] 20XX Actuals (from AkShare / 巨潮):
-- 营业收入: XXX亿 (YoY: +XX%)
-- 毛利率: XX% (vs prior: XX%)
-- 归母净利润: XXX亿 (YoY: +XX%)
-- EPS: X.XX元
-- 经营现金流: XXX亿
-```
-
-**Update sequence:**
-1. Drop Q[X] actuals into historical columns
-2. Verify sum checks (quarterly sum = annual)
-3. Update LTM (Last Twelve Months) calculations
-4. Check annual-to-quarter relationships
-
-### Step 3: Roll Forward Estimates
-
-**Revenue projections:**
-- Update growth rates based on Q[X] performance
-- Consider:
-  - Order backlog changes
-  - New product ramp
-  - Market share gains/losses
-  - Capacity expansion
-
-**Margin projections:**
-- Update gross margin based on actual trend
-- Update opex ratios based on actual leverage
-- Flag structural changes (input costs, pricing power)
-
-**Balance sheet projections:**
-- Update working capital assumptions
-- Update debt schedule if refinancing occurred
-- Update CapEx plans
-
-### Step 4: Update Valuation
-
-**Market data refresh:**
-
-```python
-get_quote(ticker)  # Current price, PE, PB
-```
-
-**Valuation metrics to update:**
-- Current stock price and change
-- Trading multiple (PE, PB, EV/Sales, EV/EBITDA)
-- 52-week range position
-- Relative to sector median
-- Implied growth vs historical
-
-**DCF updates (if applicable):**
-- Roll forward projections by one year
-- Update market data inputs (beta, risk-free rate, shares)
-- Update terminal growth if outlook changed
-
-### Step 5: Flag Material Changes
-
-**Change significance assessment:**
-
-| Change | Threshold | Action |
-|--------|-----------|--------|
-| Revenue estimate | ±5% | Update model, note driver |
-| Net income estimate | ±10% | Update model, revise target price |
-| Margin estimate | ±100 bps | Update model, assess sustainability |
-| CapEx estimate | ±20% | Update model, check FCF impact |
-| Multiple assumption | ±1x | Sensitivity check, document rationale |
-
-**Red flags to highlight:**
-- Revenue growth deceleration >500 bps
-- Margin compression >300 bps
-- Working capital deterioration
-- Debt increase >20% vs prior forecast
-- Management guidance lower than consensus
-
-### Step 6: Document Changes
-
-**Model update memo:**
-
-```
-[公司名称]（[代码]）模型更新 [Date]
-
-一、更新内容
-   [Bullet list of changes made]
-
-二、关键变动
-   Revenue FY25E: [Old] → [New] ([Change]%)
-   Net Income FY25E: [Old] → [New] ([Change]%)
-   Driver: [Explanation]
-
-三、估值影响
-   新目标价: ¥XX.XX (之前 ¥XX.XX)
-   调整幅度: +X% / -X%
-   调整逻辑: [Brief rationale]
-
-四、后续关注
-   - [Next catalyst]
-   - [Key metric to monitor]
-   - [Risk factor]
-```
-
-### Step 7: QC Checklist
-
-**Before finalizing:**
-
-- [ ] All Q[X] actuals sourced from 巨潮 PDF or AkShare
-- [ ] Historical data matches reported figures exactly
-- [ ] All formulas intact (no broken references)
-- [ ] LTM calculations updated
-- [ ] Forward estimates reflect new information
-- [ ] Valuation inputs refreshed (price, shares, multiples)
-- [ ] Target price recalculated
-- [ ] Change log complete
-- [ ] Cell comments added for new inputs
-- [ ] Model balances correctly
-
-## China-Specific Update Considerations
-
-### Earnings Season Timing
-
-| Report | Deadline | Typical Release Window |
-|--------|----------|------------------------|
-| Q1季报 | Apr 30 | Apr 1-30 |
-| 中报 | Aug 31 | Aug 1-31 |
-| Q3季报 | Oct 31 | Oct 1-31 |
-| 年报 | Apr 30 | Jan-Apr |
-
-**Model update priority:**
-- Annual report: Complete overhaul of historicals
-- Semi-annual: Major update, adjust full-year estimates
-- Quarterly: Incremental update, verify full-year trajectory
-
-### 业绩预告 Integration
-
-If company issued 业绩预告:
-- Use as directional signal before formal report
-- Adjust estimates if variance >20% from prior
-- Flag for detailed update when formal report arrives
-
-### Consensus Management
-
-- Update consensus assumptions based on new information
-- If company guidance differs from consensus, flag divergence
-- Note if management commentary suggests estimate revision
-
-### Regulatory Changes
-
-Monitor for:
-- Tax rate changes (高新技术企业 reclassification)
-- Accounting standard updates
-- Industry-specific regulation impacts on assumptions
-- Dividend policy changes (影响 DCF terminal value)
-
-## Quality Checks
-
-Before delivering:
-- [ ] All new actuals traceable to source
-- [ ] Formulas verified (no hardcodes in calculations)
-- [ ] Estimates logically consistent with new data
-- [ ] Valuation update reflects current market conditions
-- [ ] Changes documented in update memo
-- [ ] Model passes basic QC (balance checks, sum checks)
-> **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

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-ppt-template-creator/SKILL.md

@@ -1,231 +0,0 @@
----
-name: china-ppt-template-creator
-description: Create PowerPoint templates for A-share investment presentations. Adapts the original ppt-template-creator skill for Chinese business presentation standards and firm branding. Triggers on "A股PPT模板", "投资PPT模板", "create ppt template China", "presentation template", "制作PPT模板", or "build template for [purpose]".
----
-
-# china-ppt-template-creator
-
-## Purpose
-
-Create **A股投资分析PPT模板** — standardized PowerPoint templates for Chinese equity research and client presentations.
-
-## Data Sources
-
-N/A (template creation)
-
-## Workflow
-
-### Step 1: Define Template Requirements
-
-**Template specification:**
-
-| Element | Specification |
-|---------|--------------|
-| 用途 | Research / Client / IC / Roadshow |
-| 尺寸 | Standard 16:9 or 4:3 |
-| 颜色 | Corporate brand colors |
-| 字体 | Chinese-compatible fonts |
-| Logo | Firm logo placement |
-| 页数 | Base slides + content slides |
-
-### Step 2: Master Slide Design
-
-**Master slide elements:**
-
-| Element | Placement | Specification |
-|---------|-----------|--------------|
-| Firm logo | Top-right | Transparent PNG |
-| Company logo | Top-left (if applicable) | |
-| Date | Footer | YYYY年MM月DD日 |
-| 页码 | Bottom-center | "第 X 页" |
-| 标题栏 | Top | Background color, white text |
-| Footer text | Bottom-left | Confidentiality notice |
-
-### Step 3: Slide Layouts
-
-**Standard layouts:**
-
-| Layout | Name | Use |
-|--------|------|-----|
-| 封面 (Cover) | Title slide | First slide |
-| 章节分隔 (Section) | Section divider | Major sections |
-| 标题+内容 (Title+Content) | Standard | Most slides |
-| 两栏 (Two-column) | Comparison | Pros/cons, before/after |
-| 图表 (Chart) | Data visualization | Charts, tables |
-| 图片 (Image) | Full image | Screenshots, photos |
-| 引用 (Quote) | Highlight | Key quotes, findings |
-| 附录 (Appendix) | Backup | Detailed data |
-
-### Step 4: Content Slide Templates
-
-**Pre-built slide templates:**
-
-**1. Executive Summary:**
-```
-[Header bar with "投资摘要"]
-
-左侧:
-• [Point 1]
-• [Point 2]
-• [Point 3]
-
-右侧:
-[图表/数据 highlight]
-
-底部:
-目标价: ¥XX | 评级: [X] | 上行/下行: X%
-```
-
-**2. Financial Table:**
-```
-[Header bar with "财务数据"]
-
-[Formatted table]
-项目 | 2021 | 2022 | 2023 | 2024E | 2025E
------|------|------|------|-------|-------
-营业收入 | | | | |
-归母净利润 | | | | |
-
-底部: 数据来源: 公司年报, iFind/AkShare
-```
-
-**3. Chart Slide:**
-```
-[Header bar with "营业收入及增长"]
-
-[Large chart area]
-• Title: Clear and descriptive
-• Data: Sourced and accurate
-• Format: Consistent colors
-
-底部: 数据来源: [Source]
-```
-
-**4. Valuation:**
-```
-[Header bar with "估值分析"]
-
-[Football field chart]
-[Methodology table]
-目标价: ¥XX - ¥XX
-
-底部: 数据来源: iFind, AkShare
-```
-
-**5. Risk Factors:**
-```
-[Header bar with "风险提示"]
-
-[Numbered risk list]
-1. [Risk category]
-   • [Specific risk]
-   • [Impact assessment]
-
-底部: 本报告仅供内部参考
-```
-
-### Step 5: Style Guide
-
-**Design standards:**
-
-| Element | Standard |
-|---------|----------|
-| 标题字体 | Bold, 32-44pt |
-| 正文字体 | Regular, 18-24pt |
-| 行间距 | 1.3-1.5x |
-| 配色 | Primary: #1f4e79 (blue), Secondary: #4472c4 |
-| 强调色 | Red for negative, green for positive |
-| 表格 | Clean, alternating row colors |
-| 图表 | Minimal gridlines, clear labels |
-
-### Step 6: Asset Library
-
-**Template assets:**
-
-| Asset | Format | Usage |
-|-------|--------|-------|
-| Firm logo | PNG (transparent) | Every slide header |
-| Section dividers | PNG/JPG | Section breaks |
-| Icon set | SVG/PNG | Visual elements |
-| Chart templates | Excel-linked | Data slides |
-| Footer | PNG/text | Every slide |
-
-### Step 7: Template Files
-
-**Deliverables:**
-
-| File | Description |
-|------|-------------|
-| [Name]_Template.pptx | Master template file |
-| [Name]_Slide_Library.pptx | Pre-built slide library |
-| [Name]_Style_Guide.pdf | Design guidelines |
-| Assets/ | Logos, icons, backgrounds |
-
-### Step 8: Usage Instructions
-
-**Template usage guide:**
-
-```
-使用说明
-
-1. 打开 [Name]_Template.pptx
-2. 使用 "新建幻灯片" 选择对应版式
-3. 替换占位符内容:
-   - [公司名称]
-   - [报告标题]
-   - [日期]
-   - [数据]
-4. 更新图表数据链接
-5. 替换图片资产
-6. 删除说明页
-
-注意事项:
-- 不要直接删除母版幻灯片
-- 保持颜色和字体一致
-- 所有数据需标注来源
-```
-
-## China-Specific Considerations
-
-### Font Requirements
-
-| Font | Usage | Fallback |
-|------|-------|----------|
-| 思源黑体 | Preferred body font | 微软雅黑 |
-| 微软雅黑 | Common system font | Arial |
-| 方正小标宋 | Chinese formal titles | SimSun |
-| Times New Roman | English/number | |
-
-### Color Conventions
-
-| Color | Meaning | Usage |
-|-------|---------|-------|
-| 红色 | Negative / Loss / Below | Below benchmark, losses |
-| 绿色 | Positive / Gain / Above | Above benchmark, gains |
-| 蓝色 | Corporate / Primary | Headers, key points |
-| 灰色 | Neutral | Secondary text |
-| 黄色 | Highlight / Warning | Emphasis, alerts |
-
-### Rating Color Codes
-
-| Rating | Chinese | Color |
-|--------|---------|-------|
-| Buy | 买入 | Red (A-share convention: red = up) |
-| Accumulate | 增持 | Light red |
-| Neutral | 中性 | Yellow/Gray |
-| Reduce | 减持 | Light green |
-| Sell | 卖出 | Green |
-
-## Quality Checks
-
-Before delivering:
-- [ ] All layouts functional
-- [ ] Design consistent
-- [ ] Chinese fonts working
-- [ ] Assets embedded/linked
-- [ ] Usage instructions clear
-- [ ] File tested on PowerPoint
-> **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, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare)`: Skip iFind, use AkShare only

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-pptx-author/SKILL.md

@@ -1,240 +0,0 @@
----
-name: china-pptx-author
-description: >
-  Generic PowerPoint authoring skill for A-share investment analysis and pitch decks.
-  Creates professional 路演PPT / 投资分析PPT for any A-share company using live data
-  from iFind MCP (Tier-1) and AkShare MCP (Tier-2 fallback) tools. All company-specific values are parameterized — never hardcoded.
-  Triggers on "A股PPT制作", "投资PPT", "制作PPT", "路演PPT", "pitch deck",
-  "PowerPoint [company/ticker]", or any request to create slides for a Chinese stock.
-  When invoked, use the `generate_a_share_ppt` script with --company and --ticker args.
----
-
-# china-pptx-author
-
-## Purpose
-
-Generate professional **A股投资分析PPT** for any listed company.
-This skill is a generic engine — every output is driven by two parameters:
-
-| Parameter | Example | Description |
-|-----------|---------|-------------|
-| `{{COMPANY_NAME}}` | {{COMPANY_NAME}} | Full Chinese company name (e.g., 贵州茅台) |
-| `{{TICKER}}` | {{TICKER}} | 6-digit A-share code (e.g., 600519) |
-| `{{OUTPUT_PATH}}` | ./output.pptx | Where to save the PPTX file |
-
-All financial figures, price data, peer valuations, and company descriptions are
-fetched live from iFind / AkShare / public APIs. **Nothing is hardcoded.**
-
----
-
-## Data Pipeline
-
-### Step 1: Resolve Company Info
-
-```python
-# MCP tool: search_stock
-search_stock(keyword="{{COMPANY_NAME}}")
-# → confirms ticker, exchange (SH/SZ), full legal name
-```
-
-```python
-# MCP tool: get_quote
-get_quote(ticker="{{TICKER}}")
-# → live price, PE, PB, market cap, turnover, 52-week range
-```
-
-```python
-# MCP tool: get_financials
-get_financials(ticker="{{TICKER}}", statement_type="income", period="annual")
-# → annual income statement: revenue, net profit, margins, EPS, etc.
-get_financials(ticker="{{TICKER}}", statement_type="balance", period="annual")
-# → balance sheet: assets, liabilities, equity
-get_financials(ticker="{{TICKER}}", statement_type="cashflow", period="annual")
-# → cash flow statement
-```
-
-```python
-# MCP tool: get_historical_data
-get_historical_data(ticker="{{TICKER}}", frequency="weekly", start_date="{{START_DATE}}", end_date="{{END_DATE}}")
-# → OHLCV price history for trend charts
-```
-
-```python
-# MCP tool: get_industry_stocks
-get_industry_stocks(industry="{{INDUSTRY_NAME}}")
-# → peer companies in the same sector for comps analysis
-```
-
-### Step 2: Fetch Peer Data
-
-```python
-# For each peer returned by get_industry_stocks, call get_quote to get PE/PB
-# Focus on top 5-8 comparable companies by revenue/market cap
-```
-
-### Step 3: Generate Charts
-
-Use matplotlib to create:
-1. **Revenue & Profit trend** — from `get_financials(income)`
-2. **Margin trends** — gross margin, net margin, ROE over time
-3. **Growth rates** — YoY revenue and profit growth
-4. **Peer comparison** — horizontal bar chart of PE and PB vs peers
-5. **Price trend** — from `get_historical_data`
-6. **Valuation range** — football field based on peer PE distribution
-
-All chart titles and labels must include `{{COMPANY_NAME}}` dynamically.
-
----
-
-## Presentation Structure
-
-The default deck is **12 slides**. Adjust sections based on `deck_type` parameter.
-
-### Template (parameterized)
-
-```
-Slide 1:  Cover
-    {{COMPANY_NAME}} ({{TICKER}}.{{EXCHANGE}})
-    {{REPORT_TITLE}}  |  {{DATE}}
-    机密文件 | 仅供内部参考
-
-Slide 2:  投资摘要 (Investment Highlights)
-    • {{HIGHLIGHT_1}}
-    • {{HIGHLIGHT_2}}
-    • {{HIGHLIGHT_3}}
-    目标价: ¥{{TARGET_PRICE_LOW}} - ¥{{TARGET_PRICE_HIGH}}
-    评级: {{RATING}}
-
-Slide 3:  公司概览 (Company Overview)
-    {{COMPANY_DESCRIPTION}}
-    主营业务: {{MAIN_BUSINESS}}
-    成立时间 | 上市板块 | 控股股东 (all from search_stock / get_quote)
-
-Slide 4:  行业分析 (Industry Overview)
-    {{INDUSTRY_NAME}} — market size, trends, policy
-    Data from: get_industry_stocks result analysis
-
-Slide 5:  财务分析 (Financial Summary)
-    [Chart: Revenue & Profit]  [Chart: Margin Trends]
-    [Chart: Growth Rates]
-    All data from get_financials(income, annual)
-
-Slide 6:  运营指标 (Operating Metrics)
-    Segment breakdown, KPIs (if available from financials)
-
-Slide 7:  可比公司估值 (Trading Comparables)
-    [Chart: Peer PE/PB comparison]
-    Table: Peer | Market Cap | P/E | P/B | EV/EBITDA
-
-Slide 8:  估值分析 (Valuation)
-    [Chart: Football field]
-    DCF / PE / PB ranges derived from peer analysis
-
-Slide 9:  投资逻辑 (Investment Thesis)
-    3-5 key investment bullets derived from data analysis
-
-Slide 10: 风险提示 (Risk Factors)
-    Generic risk categories, customized from industry context
-
-Slide 11: 投资建议 (Recommendation)
-    评级 + 目标价 range + upside calculation
-
-Slide 12: 免责声明 (Disclaimer)
-    Standard A-share research disclaimer
-```
-
-### Deck Type Variants
-
-| deck_type | Slides | Audience | Key sections |
-|-----------|--------|----------|--------------|
-| `pitch` | 12 | Clients/Investors | Full deck above |
-| `deep_dive` | 20-30 | Internal IC | Add: detailed financial model, sensitivity, scenario analysis |
-| `initiation` | 15-20 | Internal | Emphasize: company overview, industry, thesis |
-| `sector` | 10-15 | Internal | Emphasize: industry analysis, peer comparison |
-| `morning_note` | 5-8 | Internal | Condensed: key data, thesis, recommendation |
-
----
-
-## Design Standards
-
-| Element | Standard |
-|---------|----------|
-| 模板 | Corporate blue/gold theme (configurable) |
-| 字体 | 微软雅黑 / system default sans-serif |
-| 字号 | Title 24-32pt, Body 12-16pt |
-| 配色 | Primary: #1A3C6E (deep blue), Accent: #C8A032 (gold) |
-| 每页标题 | Chinese + English bilingual |
-| 数据来源 | Cite at bottom of each data slide |
-| 页码 | Bottom center |
-| 免责声明 | Last slide, mandatory |
-
----
-
-## Content Rules
-
-| Rule | Guideline |
-|------|-----------|
-| 每页一个主题 | One idea per slide |
-| 标题先行 | Clear headline at top of every slide |
-| 数据可视化 | Charts > tables > text |
-| 中文为主 | Primary language Chinese, with English subtitles |
-| 术语统一 | Use standard A-share terminology (see below) |
-| 不编造数据 | If data unavailable from API, show "N/A" or omit |
-
-### A-Share Terminology
-
-| English | Chinese |
-|---------|---------|
-| Revenue | 营业收入 |
-| Net income (attributable) | 归母净利润 |
-| Gross margin | 毛利率 |
-| Net margin | 净利率 |
-| ROE | ROE (净资产收益率) |
-| EPS | 每股收益 |
-| P/E | 市盈率 |
-| P/B | 市净率 |
-| Target price | 目标价 |
-| Rating | 评级 |
-| Upside | 上行空间 |
-| YoY | 同比 |
-| QoQ | 环比 |
-| Market cap | 总市值 |
-| Turnover | 换手率 |
-
----
-
-## Quality Checklist
-
-Before delivering the PPT:
-- [ ] All `{{PLACEHOLDER}}` replaced with live data
-- [ ] Charts readable, labeled, sourced
-- [ ] Numbers consistent across slides (revenue matches across chart/table/text)
-- [ ] Company name and ticker correct throughout
-- [ ] Peer data reflects actual industry comparables
-- [ ] Disclaimer slide included
-- [ ] File named: `{{COMPANY_NAME}}_{{TICKER}}_{{REPORT_TITLE}}.pptx`
-
----
-
-## Usage
-
-Invoke the generation script (from project root):
-
-```bash
-cd {{PROJECT_ROOT}} && python3 scripts/generate_a_share_ppt.py \
-  --company "{{COMPANY_NAME}}" \
-  --ticker "{{TICKER}}" \
-  --industry "{{INDUSTRY_NAME}}" \
-  --output "{{OUTPUT_PATH}}" \
-  --type {{DECK_TYPE}} \
-  --title "{{REPORT_TITLE}}"
-```
-
-Required args: `--company`, `--ticker`
-Optional: `--industry` (for peer lookup), `--output`, `--type` (pitch/deep_dive/initiation), `--title`
-
-If `--industry` is omitted, the script attempts to infer it from the company's sector classification.
-> **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, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare)`: Skip iFind, use AkShare only