@v587d/capital-generation 2.10.2 → 2.11.0

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

@@ -1,104 +0,0 @@
----
-name: china-comps
-description: Comparable company analysis for A-share stocks. Uses AkShare MCP to build peer groups, pull financial data, compute valuation multiples (PE, PB, PS), and assess relative value within a Chinese industry sector.
----
-
-# china-comps
-
-## Data Sources (Multi-Tier)
-
-### 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）
-Use ifind MCP when a valid `IFIND_AUTH_TOKEN` is configured.
-
-```python
-ifind_get_stock_info(ticker)             → Company profile, multiples
-ifind_get_stock_financials(ticker, ...)  → Revenue, net income, margins
-ifind_search_stocks(query)               → Industry-wide stock screening
-```
-
-### Tier 2 — AkShare（免费开源数据）
-Fallback when iFind is unavailable.
-
-```python
-get_quote(ticker)              → Price, PE, PB, market cap
-get_financials(ticker, "income", "annual")  → Revenue, net income
-get_financials(ticker, "balance", "annual") → Book value
-get_stock_info(ticker)         → Business description
-```
-
-> **数据源模式开关**: 当环境变量 `IFIND_DATA_SOURCE_MODE=ifind-only` 时，仅使用 iFind 数据源，禁用 AkShare 降级。
-
----
-name: china-comps
-description: Comparable company analysis for A-share stocks. Uses the AkShare MCP to build peer groups, pull financial data, compute valuation multiples (PE, PB, PS), and assess relative value within a Chinese industry sector. Use instead of the original comps-analysis skill when dealing with Chinese-listed equities.
----
-
-# china-comps
-
-## Workflow
-
-### 1. Define the peer group
-
-Start with the target stock, then use `get_industry_stocks(industry="<行业名称>")` to get the full peer set for that industry. Common industry names used in the 东方财富 classification:
-
-| Industry | Example Leaders |
-|----------|-----------------|
-| 白酒 | {{SECTOR_LEADER}}, {{CHALLENGER_1}}, {{CHALLENGER_2}} |
-| 半导体 | {{SECTOR_LEADER}}, {{CHALLENGER_1}}, {{CHALLENGER_2}} |
-| 电池 | {{SECTOR_LEADER}}, {{CHALLENGER_1}}, {{CHALLENGER_2}} |
-| 银行 | {{SECTOR_LEADER}}, {{CHALLENGER_1}}, {{CHALLENGER_2}} |
-| 证券 | {{SECTOR_LEADER}}, {{CHALLENGER_1}}, {{CHALLENGER_2}} |
-| 保险 | {{SECTOR_LEADER}}, {{CHALLENGER_1}}, {{CHALLENGER_2}} |
-| 医疗器械 | {{SECTOR_LEADER}}, {{CHALLENGER_1}}, {{CHALLENGER_2}} |
-| 光伏设备 | {{SECTOR_LEADER}}, {{CHALLENGER_1}}, {{CHALLENGER_2}} |
-| 汽车整车 | {{SECTOR_LEADER}}, {{CHALLENGER_1}}, {{CHALLENGER_2}} |
-| 软件开发 | {{SECTOR_LEADER}}, {{CHALLENGER_1}}, {{CHALLENGER_2}} |
-
-### 2. Pull financial data for each peer
-
-```
-For each ticker in the peer set:
-  get_quote(ticker)         → price, PE, PB, market cap
-  get_financials(ticker, "income", "annual")     → revenue, net income
-  get_financials(ticker, "balance", "annual")    → book value, debt
-  get_stock_info(ticker)    → business description
-```
-
-### 3. Compute standard multiples
-
-| Multiple | Formula | AkShare source field |
-|----------|---------|---------------------|
-| PE (TTM) | Price / EPS TTM | `get_quote` → 动态市盈率 |
-| PB | Price / Book Value per share | `get_quote` → 市净率 |
-| PS (TTM) | Market Cap / Revenue TTM | Compute from market cap + revenue |
-| EV/EBITDA | Enterprise Value / EBITDA | Compute from market cap + debt - cash |
-| Dividend Yield | DPS / Price | `get_quote` → 股息率 |
-
-### 4. Present the comps table
-
-Sort by market cap (largest first). Flag outliers (>2 standard deviations from mean). Include:
-- Ticker, company name, price
-- Market cap (亿 CNY)
-- PE, PB, PS
-- Revenue growth %, Net margin %
-- 52-week high/low
-
-### 5. Relative value assessment
-
-- If target's PE is >1 std dev above peer mean → potentially overvalued
-- If target's PE is >1 std dev below peer mean → potentially undervalued
-- Flag companies with negative earnings separately
-- Compare PEG ratios (PE / growth rate) when growth data is available
-
-## Notes
-
-- All financial data from AkShare is based on Chinese accounting standards (CAS), not IFRS/US GAAP
-- Chinese market has 涨跌停 limits (±10% for main board, ±20% for ChiNext/STAR)
-- A-share market cap includes both circulating (流通) and non-circulating shares — check if the user wants 流通市值 or 总市值
-- For cross-market comps (A-share vs HK-listed), note that A-shares typically trade at a premium

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

@@ -1,68 +0,0 @@
----
-name: china-dcf-model
-description: Discounted cash flow (DCF) valuation model for A-share equities. This alias skill redirects to china-dcf, which provides comprehensive DCF modeling adapted for Chinese market conventions. Triggers on "A股DCF模型", "DCF估值", "DCF model China", "现金流折现", "discounted cash flow A-share", or "DCF [company]".
----
-
-# china-dcf-model
-
-> **Note:** This skill is an alias/wrapper for `china-dcf`. For full DCF modeling guidance, see `china-dcf/SKILL.md`.
-
-## Purpose
-
-Provide access to **A股DCF估值** — discounted cash flow valuation adapted for Chinese market parameters.
-
-## Quick Reference
-
-### Core DCF Parameters (China)
-
-| Parameter | Typical Value | Source |
-|-----------|--------------|--------|
-| Risk-free rate | 2.0-3.0% | China 10Y CGB yield |
-| Equity risk premium | 6-8% | China-specific |
-| Beta | 0.8-1.2 | A-share historical |
-| Cost of debt | 3-6% | China corporate bond yields |
-| Terminal growth | 3-4% | China GDP long-term |
-| Tax rate | 25% (15% for 高新) | CAS |
-
-### Key Differences from US DCF
-
-| Aspect | US | China (A-share) |
-|--------|-----|-----------------|
-| Risk-free rate | UST 10Y | China 10Y CGB |
-| ERP | 5-6% | 6-8% (higher for EM) |
-| Terminal growth | 2-3% | 3-4% |
-| Tax rate | 21% (federal) | 25% (15% for 高新) |
-| Currency | USD | CNY |
-| Revenue units | $M | 万元 / 亿元 |
-
-### Quick Workflow
-
-1. **Project FCF** — 5-year explicit period
-2. **Calculate WACC** — Use China parameters
-3. **Discount FCF** — PV of explicit period
-4. **Terminal value** — Gordon growth or exit multiple
-5. **Enterprise value** — Sum of PVs
-6. **Equity value** — EV - Net debt + Minority interest
-7. **Value per share** — Equity value / Shares
-
-### Common Pitfalls
-
-| Pitfall | China-Specific Fix |
-|---------|-------------------|
-| Using US risk-free rate | Use China 10Y CGB |
-| Wrong tax rate | Verify 高新 enterprise status |
-| Revenue in USD | Convert to CNY |
-| Ignoring 增值税 | Revenue should be net of VAT |
-| Western terminal growth | Use 3-4% for China |
-
-### For Full Details
-
-See: `china-dcf/SKILL.md`
-
-## Quality Checks
-
-- [ ] All parameters China-appropriate
-- [ ] FCF projections reasonable
-- [ ] WACC components sourced
-- [ ] Terminal growth < GDP growth
-- [ ] Sensitivity analysis included

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

@@ -1,212 +0,0 @@
----
-name: china-deal-screening
-description: Screen and evaluate A-share investment opportunities. Adapts the original deal-screening skill for Chinese market data sources, A-share screening criteria, and domestic deal origination. Triggers on "A股标的筛选", "标的筛选", "screening China", "deal screening A-share", "筛选投资标的", or "screen for [criteria]".
----
-
-# china-deal-screening
-
-## Purpose
-
-Screen **A股投资标的** — systematic deal screening for Chinese equity investments.
-
-## Data Sources
-
-### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
-
-```python
-get_industry_stocks(industry="...")    → Industry universe
-get_quote(ticker)                     → Valuation screening
-get_financials(ticker, "income")      → Financial screening
-get_index_data("000001")              → Market context
-```
-
-### Secondary Sources
-- 东方财富 — stock screener
-- 同花顺 iFinD — screening tool
-- 巨潮 — company filings
-- Wind — professional screening
-
-## Workflow
-
-### Step 1: Define Screening Criteria
-
-**Screening framework:**
-
-| Category | Criteria | Typical Range |
-|----------|----------|---------------|
-| 市值 (Market cap) | Min/max | ¥50亿 - ¥500亿 |
-| 估值 (Valuation) | P/E, P/B | P/E 10-30x |
-| 成长 (Growth) | Revenue/earnings growth | >15% YoY |
-| 盈利 (Profitability) | ROE, margins | ROE >15% |
-| 财务健康 (Financial health) | Debt/equity, current ratio | D/E <60% |
-| 流动性 (Liquidity) | Avg daily volume | >¥5000万 |
-| 治理 (Governance) | Ownership structure | Clean cap table |
-
-### Step 2: Build Screening Universe
-
-**Universe construction:**
-
-| Filter | Criteria | Source |
-|--------|----------|--------|
-| A股主板 | 600/000/001开头的6位代码 | AkShare |
-| 创业板 | 300开头 | AkShare |
-| 科创板 | 688开头 | AkShare |
-| 北交所 | 8/9开头 | AkShare |
-| ST排除 | Exclude ST/*ST | Filter |
-| 次新股 | Exclude <6 months | Filter |
-
-### Step 3: Financial Screening
-
-**Financial metrics:**
-
-| Metric | Formula | Target |
-|--------|---------|--------|
-| 营业收入增速 | (Revenue - Revenue_prev) / Revenue_prev | >15% |
-| 净利润增速 | (NI - NI_prev) / NI_prev | >15% |
-| ROE | Net Income / Average Equity | >15% |
-| 毛利率 | Gross Profit / Revenue | >30% |
-| 净利率 | Net Income / Revenue | >10% |
-| 资产负债率 | Total Debt / Total Assets | <60% |
-| 经营现金流/净利润 | OCF / Net Income | >0.8 |
-
-### Step 4: Valuation Screening
-
-**Valuation metrics:**
-
-| Metric | Formula | Target |
-|--------|---------|--------|
-| P/E (TTM) | Price / TTM EPS | 10-30x |
-| P/B | Price / BV per share | 1-5x |
-| P/S | EV / Revenue | 1-5x |
-| EV/EBITDA | EV / EBITDA | 5-15x |
-| PEG | P/E / Growth rate | <1.0 |
-| 股息率 | Dividend / Price | >2% (if applicable) |
-
-### Step 5: Technical Screening (Optional)
-
-**Technical filters:**
-
-| Indicator | Criteria |
-|-----------|----------|
-| 股价位置 | Not at 52-week high |
-| 均线 | Above key MAs |
-| 成交量 | Above average |
-| 波动率 | Moderate |
-
-### Step 6: Quality Screening
-
-**Quality filters:**
-
-| Factor | Check |
-|--------|-------|
-| 审计意见 | Standard unqualified (标准无保留) |
-| 管理层 | Stable, experienced |
-| 股东结构 | No 质押风险 (pledge risk) |
-| 关联交易 | Reasonable level |
-| 诉讼/处罚 | No material issues |
-
-### Step 7: Scoring & Ranking
-
-**Scoring model:**
-
-| Category | Weight | Score (1-10) | Weighted |
-|----------|--------|-------------|----------|
-| 估值吸引力 | 25% | | |
-| 成长性 | 20% | | |
-| 盈利能力 | 20% | | |
-
-
-| 财务健康 | 15% | | |
-| 质量/治理 | 10% | | |
-| 流动性 | 10% | | |
-| **Total** | **100%** | | |
-
-**Rank candidates by total score.**
-
-### Step 8: Due Diligence Queue
-
-**Create DD pipeline:**
-
-| Rank | Company | Ticker | Score | Sector | Next Step |
-|------|---------|--------|-------|--------|-----------|
-| 1 | | | X.X | | Full DD |
-| 2 | | | X.X | | Quick scan |
-| 3 | | | X.X | | Quick scan |
-
-## Screening Templates
-
-### Template 1: Growth at Reasonable Price (GARP)
-
-| Filter | Criteria |
-|--------|----------|
-| P/E | 10-25x |
-| Revenue growth | >20% |
-| ROE | >15% |
-| D/E | <50% |
-| Market cap | >¥100亿 |
-
-### Template 2: Deep Value
-
-| Filter | Criteria |
-|--------|----------|
-| P/B | <1.5x |
-| Dividend yield | >3% |
-| D/E | <40% |
-| FCF | Positive |
-| Business | Stable, understandable |
-
-### Template 3: Quality Compounder
-
-| Filter | Criteria |
-|--------|----------|
-| ROE | >20% (3Y avg) |
-| Revenue growth | >15% |
-| Gross margin | >40% |
-| D/E | <40% |
-| Market cap | >¥200亿 |
-
-### Template 4: Turnaround Candidate
-
-| Filter | Criteria |
-|--------|----------|
-| Recent loss | 1-2 years |
-| Revenue trough | Near bottom |
-| New management | Recent change |
-| Restructuring | In progress |
-| Industry recovery | Improving |
-
-## China-Specific Screening Considerations
-
-### Market Structure
-
-| Factor | Impact on Screening |
-|--------|---------------------|
-| 散户主导 | Retail sentiment matters |
-| 政策驱动 | Policy changes create opportunities |
-| 概念/题材 | Theme investing common |
-| 北向资金 | Foreign flows signal quality |
-| 机构持仓 | Institutional ownership |
-
-### Common A-share Screening Pitfalls
-
-| Pitfall | Issue | Mitigation |
-|---------|-------|-----------|
-| 一次性收益 | Distorts growth/earnings | Use 扣非数据 |
-| 会计政策 | Aggressive recognition | Check notes |
-| 关联交易 | Inflated revenue | Review disclosures |
-| 大股东质押 | Pledge risk | Check 质押比例 |
-| ST风险 | Delisting risk | Exclude ST stocks |
-
-## Quality Checks
-
-Before finalizing:
-- [ ] Criteria well-defined
-- [ ] Universe appropriate
-- [ ] Data quality verified
-- [ ] Scoring model calibrated
-- [ ] Top candidates make sense
-- [ ] Next steps clear
-> **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-deck-refresh/SKILL.md

@@ -1,221 +0,0 @@
----
-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)
-
-```python
-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