@v587d/capital-generation 2.10.2 → 2.11.1

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-dd-meeting-prep/SKILL.md

@@ -1,290 +0,0 @@
----
-name: china-dd-meeting-prep
-description: Prepare management meeting materials and question lists for A-share investment due diligence. Adapted from the original dd-meeting-prep skill for Chinese business culture and management meeting conventions. Triggers on "A股尽调会议准备", "管理层会议准备", "management meeting China", "DD meeting prep", "管理層访谈准备", or "prepare for management meeting [company]".
----
-
-# china-dd-meeting-prep
-
-## Purpose
-
-Prepare for **A股投资尽调管理层会议** — structured meeting preparation with question lists and material review.
-
-## Data Sources
-
-### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
-
-```python
-get_stock_info(ticker)                        → Company overview
-get_quote(ticker)                            → Valuation context
-get_financials(ticker, "income")             → Financial performance
-get_financials(ticker, "balance")            → Balance sheet
-get_industry_stocks(industry="...")           → Peer context
-```
-
-### Secondary Sources
-- 巨潮 — company filings
-- 券商研报 — existing research
-- 公开信息 — news, announcements
-
-## Workflow
-
-### Step 1: Research the Company
-
-**Pre-meeting research checklist:**
-
-| Item | Source | Notes |
-|------|--------|-------|
-| 公司历史 | 巨潮年报 | Founding story, milestones |
-| 股权结构 | 年报 / 企查查 | Ownership, actual controller |
-| 业务模式 | 年报, 官网 | How they make money |
-| 财务表现 | AkShare / 巨潮 | Trends, quality |
-| 行业地位 | 行业报告 | Market share, positioning |
-| 管理层背景 | 年报, 官网 | Experience, track record |
-| 近期动态 | 公告, 新闻 | M&A, contracts, disputes |
-
-### Step 2: Prepare Question List
-
-**Categorized questions:**
-
-#### Strategy & Vision (战略)
-
-```
-1. 公司未来3-5年的战略规划是什么？
-   - 增长驱动因素：有机增长 vs 并购？
-   - 重点发展的业务/区域？
-   - 竞争策略是什么？
-
-2. 行业整合怎么看？
-   - 公司是否有意参与行业整合？
-   - 对竞争对手的评估？
-
-3. 技术/产品路线图？
-   - 研发投入计划？
-   - 核心技术壁垒？
-```
-
-#### Financial Performance (财务)
-
-```
-1. 收入增长驱动因素分解？
-   - 量 vs 价 vs 产品组合？
-
-2. 毛利率趋势？
-   - 原材料成本压力？
-   - 提价能力？
-
-3. 资本配置优先级？
-   - 分红 vs 再投资 vs 还债？
-
-4. 现金流管理？
-   - 经营现金流趋势？
-   - 资本支出计划？
-
-5. 债务结构？
-   - 有息负债规模和期限？
-   - 融资渠道？
-```
-
-#### Operations (运营)
-
-```
-1. 产能利用率？
-2. 供应链管理？
-   - 关键供应商？
-   - 备选方案？
-3. 客户结构？
-   - 前五大客户占比？
-   - 客户留存率？
-4. 质量控制体系？
-5. 渠道网络？
-   - 经销商管理？
-   - 直营 vs 经销？
-```
-
-#### Management & Organization (管理)
-
-```
-1. 管理层背景和经验？
-   - 核心团队 tenure？
-   -  succession planning？
-
-2. 组织架构？
-   - 关键岗位？
-   - 人才流失率？
-
-3. 激励机制？
-   - 管理层激励？
-   - 员工股权？
-
-4. 企业文化？
-   - 价值观, 执行力？
-```
-
-#### Competitive Position (竞争)
-
-```
-1. 核心竞争优势？
-   - 护城河是什么？
-
-2. 主要竞争对手？
-   - 如何应对竞争？
-
-3. 进入壁垒？
-   - 新进入者威胁？
-
-4. 替代品威胁？
-   - 技术替代风险？
-```
-
-#### Growth & Investment (发展)
-
-```
-1. 增长机会？
-   - 新产品/新市场？
-   - 国际化计划？
-
-2. 并购策略？
-   - 是否有并购计划？
-   - 整合能力？
-
-3. 资本支出计划？
-   - 未来 CapEx 需求？
-```
-
-#### Risk & Challenges (风险)
-
-```
-1. 关键风险因素？
-   - 行业政策风险？
-   - 原材料价格波动？
-   - 竞争加剧？
-
-2. 挑战应对？
-   - 最担心的竞争对手动作？
-   - 最大的 operational challenge？
-
-3. 危机管理？
-   - 过去遇到的重大挑战及应对？
-```
-
-### Step 3: Prepare Presentation Materials
-
-**Materials to request (会前材料):**
-- 公司介绍PPT (Company presentation)
-- 最近3-5年审计报告 (Audit reports)
-- 最近财务预测 (Financial projections)
-- 业务数据 (Operational data)
-- 组织结构图 (Org chart)
-- 产品/服务介绍 (Product overview)
-
-**Materials to bring:**
-- Question list (organized by category)
-- Industry overview
-- Peer comparison data
-- Financial model questions
-- Specific concerns to address
-
-### Step 4: Meeting Logistics
-
-**Meeting structure (typical 2-3 hour):**
-
-| Time | Segment | Content |
-|------|---------|---------|
-| 0:00-0:15 | Opening | Introductions, process overview |
-| 0:15-0:45 | Management presentation | Company overview by management |
-| 0:45-1:45 | Q&A | Structured questioning |
-| 1:45-2:15 | Break / informal chat | Relationship building |
-| 2:15-2:30 | Wrap-up | Next steps, follow-up items |
-
-### Step 5: Post-Meeting Actions
-
-**Immediate follow-up:**
-- [ ] Send thank-you note / follow-up questions
-- [ ] Document key learnings
-- [ ] Update investment thesis based on meeting
-- [ ] Flag any red flags
-- [ ] Schedule next steps
-
-**Meeting minutes template:**
-
-```
-【管理层会议纪要】[Company] [Date]
-
-参会人员：
-  买方：[Names, firms]
-  卖方/管理层：[Names, titles]
-
-一、管理层介绍
-   [Summary of management presentation]
-
-二、关键问题与回答
-   1. [Question]: [Answer summary]
-   2. [Question]: [Answer summary]
-   ...
-
-三、关键发现
-   [Important insights from meeting]
-
-四、红旗事项
-   [Red flags or concerns]
-
-五、后续事项
-   [Follow-up items, deadlines]
-
-六、投资逻辑更新
-   [How meeting impacted thesis]
-```
-
-## China-Specific Meeting Considerations
-
-### Business Culture
-
-| Aspect | Implication |
-|--------|-------------|
-| 关系建立 | Relationship building important before business |
-| 层级意识 | Address most senior person first |
-| 面子文化 | Avoid confrontation, read between lines |
-| 含蓄表达 | "We'll consider it" may mean no |
-| 谈判风格 | Patient, relationship-focused |
-
-### Meeting Best Practices
-
-- Arrive on time (punctuality valued)
-- Bring senior team members (shows commitment)
-- Prepare bilingual materials if needed
-- Have local team member present
-- Be prepared for indirect answers
-- Read non-verbal cues
-- Follow up promptly
-
-### Key Questions for Chinese Companies
-
-| Topic | Specific Questions |
-|-------|-------------------|
-| 实际控制人 | Who is the actual controller? Control structure? |
-| 关联交易 | Related party transactions? Arm's length? |
-| 政府关系 | Government relationships? Subsidies? |
-| 竞争环境 | How do you compete with state-owned peers? |
-| 融资能力 | Bank relationships? Credit access? |
-| 国际化 | Overseas expansion plans? |
-| 接班人 | Succession planning? |
-
-## Quality Checks
-
-Before meeting:
-- [ ] Company research complete
-- [ ] Question list prioritized
-- [ ] Materials organized
-- [ ] Team roles assigned
-- [ ] Logistics confirmed
-
-After meeting:
-- [ ] Minutes documented promptly
-- [ ] Key findings captured
-- [ ] Follow-ups assigned
-- [ ] Thesis updated
-- [ ] Red flags addressed
-> **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/private-equity/skills/china-deal-sourcing/SKILL.md

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----
-name: china-deal-sourcing
-description: Discover and evaluate potential A-share investment opportunities for China-focused private equity and investment strategies. Adapted from the original deal-sourcing skill for Chinese market structure, data sources, and business practices. Triggers on "A股项目挖掘", "投资项目发现", "deal sourcing China", "find A-share deals", "sourcing opportunities China", or "discover investment targets".
----
-
-# china-deal-sourcing
-
-## Purpose
-
-Identify and evaluate **A股及中国市场投资机会** — both listed and pre-IPO opportunities for China-focused investment strategies.
-
-## Data Sources
-
-### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
-
-```python
-get_market_overview()                     → Market movers
-get_industry_stocks(industry="...")        → Industry peer lists
-get_quote(ticker)                         → Valuation snapshot
-get_financials(ticker, "income")          → Financial health check
-```
-
-### Secondary Sources
-
-| Source | Use |
-|--------|-----|
-| 巨潮资讯 | Company filings, financials |
-| 上交所/深交所 | Announcements, listing data |
-| 企查查 / 天眼查 | Corporate structure, shareholders |
-| 清科 / 投中数据 | Private equity deal flow |
-| 券商直投 / 投行 | Deal pipeline |
-| 行业展会/论坛 | Networking, deal sourcing |
-
-## Workflow
-
-### Step 1: Define Investment Criteria
-
-**Strategy parameters:**
-
-| Parameter | Options | Notes |
-|-----------|---------|-------|
-| Stage | Pre-IPO / Growth / Buyout / Distressed | 阶段 |
-| Sector | 新能源, 半导体, 医药, 消费, etc. | 行业偏好 |
-| Size | 市值区间 / 营收区间 | 投资规模 |
-| Geography | 华东, 华南, 华北, etc. | 区域偏好 |
-| Ownership | 国企 / 民企 / 混合 | 所有制偏好 |
-| Growth | Revenue growth threshold | 成长性要求 |
-
-### Step 2: Screen the Universe
-
-**Screening approaches:**
-
-**Approach 1: Market-based screen (A-share)**
-```python
-# Use AkShare to pull market data
-get_market_overview()  # Top gainers/losers/volume
-get_industry_stocks(industry="半导体")  # Sector peers
-```
-
-**Screen filters:**
-- Market cap range
-- Revenue growth threshold
-- Margin profile
-- Valuation multiples
-- Trading liquidity
-- Ownership structure
-
-**Approach 2: Industry research**
-- Identify growing sectors (行业景气度)
-- Map value chain
-- Find category leaders
-- Identify consolidation opportunities
-
-**Approach 3: Network sourcing**
-- 产业资源 (Industry network)
-- 券商/投行 deal flow
-- 地方政府招商 (local government promotion)
-- 行业协会 connections
-- 创始人 network
-
-### Step 3: Evaluate Targets
-
-**Initial screening criteria:**
-
-| Criterion | Threshold | Assessment |
-|-----------|-----------|------------|
-| Market size | >XX亿 TAM | Growing market |
-| Company position | Top 5-10 in segment | Leadership potential |
-| Revenue scale | >X亿 | Minimum viable |
-| Growth rate | >XX% | Growth trajectory |
-| Margin profile | Gross >XX%, Net >XX% | Profitability |
-| Cash generation | Positive FCF | Sustainability |
-| Management | Experienced, aligned | Execution capability |
-| Competitive position | Moat / differentiation | Sustainability |
-
-### Step 4: Assess Investment Thesis
-
-**Thesis framework:**
-
-1. **Why this company?**
-   - Unique positioning
-   - Competitive advantage
-   - Growth runway
-
-2. **Why now?**
-   - Timing catalyst
-   - Market inflection
-   - Valuation entry point
-
-3. **How to win?**
-   - Value creation levers
-   - Operational improvements
-   - Financial engineering
-   - Strategic additions
-
-4. **What could go wrong?**
-   - Key risks
-   - Downside scenarios
-
-### Step 5: Build Target Profile
-
-**Profile template:**
-
-```
-【项目初筛】[Company]（[Ticker]）
-
-一、基本信息
-   行业：[Industry]
-   板块：[Main / ChiNext / STAR / BJSE]
-   市值：[XX亿]
-   上市时间：[YYYY]
-
-二、业务概览
-   主营业务：[Description]
-   收入结构：[Segments]
-   核心客户：[Type / concentration]
-   竞争优势：[Bullets]
-
-三、财务快照
-   Revenue: [X亿] (YoY: [X%])
-   Gross Margin: [X%]
-   Net Margin: [X%]
-   ROE: [X%]
-   Net Debt/EBITDA: [Xx]
-
-四、估值快照
-   Market Cap: [XX亿]
-   PE (TTM): [Xx]
-   PB: [Xx]
-   vs Sector Median: [Premium/Discount X%]
-
-五、投资逻辑
-   [3-5 bullets]
-
-六、初步风险
-   [2-3 key risks]
-
-七、下一步
-   [Management meeting / DD / Pass]
-```
-
-### Step 6: Track & Nurture
-
-**Deal tracking:**
-
-| Target | Status | Owner | Next Action | Deadline |
-|--------|--------|-------|-------------|----------|
-| | Prospect → Intro → Active → DD → Closed | | | |
-
-**Relationship management:**
-- Founders / management contact cadence
-- Industry event attendance
-- 券商/FA relationship maintenance
-- Local government / 招商关系
-
-## China-Specific Sourcing Considerations
-
-### Market Structure
-
-| Segment | Description | Sourcing Approach |
-|---------|-------------|-------------------|
-| A股上市 | Already public | Secondary buyouts, 私有化 |
-| Pre-IPO | Late-stage private | 券商直投, 产业基金 |
-| 北交所 | SME innovation | Sector-specific funds |
-| H股/A股 dual | HK + A-share | Premium capture |
-| 并购退出 | M&A exit | Corporate buyers |
-
-### Common Sourcing Channels
-
-| Channel | Description | Quality |
-|---------|-------------|---------|
-| 券商投行部 | Investment banking deal flow | High quality, warm |
-| FA (财务顾问) | Independent advisors | Medium-high quality |
-| 产业网络 | Industry connections | High quality, relationship-based |
-| 地方政府 | 招商引进 | Mixed quality, relationship-dependent |
-| 展会/论坛 | Industry events | Medium quality, volume |
-| 上市公司并购 | Public M&A | High quality, structured |
-
-### Industry Hotspots (2024-2025)
-
-| Sector | Dynamics | Sourcing Angle |
-|--------|----------|----------------|
-| 半导体 | 国产替代, 产能扩张 | Equipment, materials, design |
-| 新能源 | 产能过剩, 出清 | distressed/bankruptcy opportunities |
-| 医药 | 创新药, CXO | R&D-driven, global expansion |
-| 高端制造 | 国产化, 出海 | Industrial automation, components |
-| 消费 | 分化, 品牌化 | Premium brands, distribution |
-| AI应用 | 落地加速 | Enterprise AI, industry solutions |
-
-## Quality Checks
-
-Before advancing target:
-- [ ] Investment criteria alignment verified
-- [ ] Market opportunity quantified
-- [ ] Competitive position assessed
-- [ ] Financial health checked
-- [ ] Management quality evaluated
-- [ ] Investment thesis articulated
-- [ ] Risk factors identified
-- [ ] Next steps defined
-> **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