@v587d/capital-generation 2.7.2 → 2.7.4

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

@@ -0,0 +1,231 @@
+---
+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

@@ -0,0 +1,240 @@
+---
+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

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

@@ -0,0 +1,189 @@
+---
+name: china-roll-forward
+description: Roll forward A-share financial models for new periods. Adapts the original roll-forward skill for Chinese financial statements, CAS conventions, and A-share reporting calendars. Triggers on "A股模型滚动", "模型更新", "roll forward model China", "roll forward", "更新财务模型", or "project [company] [period]".
+---
+
+# china-roll-forward
+
+## Purpose
+
+Roll forward **A股财务模型** — update financial models for new reporting periods.
+
+## Data Sources
+
+### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
+
+```python
+get_financials(ticker, "income")     → Latest actuals
+get_financials(ticker, "balance")    → Latest BS
+get_financials(ticker, "cashflow")   → Latest CF
+```
+
+### Secondary Sources
+- 巨潮 — latest filings
+- 业绩预告 — early guidance
+- 券商研报 — updated estimates
+
+## Workflow
+
+### Step 1: Identify New Period
+
+**Period identification:**
+
+| Period Type | Frequency | Typical Timing |
+|-------------|-----------|----------------|
+| 一季报 (Q1) | Quarterly | April 30 deadline |
+| 中报 (H1) | Semi-annual | August 31 deadline |
+| 三季报 (Q3) | Quarterly | October 31 deadline |
+| 年报 (Annual) | Annual | April 30 deadline |
+
+**Calendar:**
+```
+Q1: 1月1日 - 3月31日 → 披露截止 4月30日
+H1: 1月1日 - 6月30日 → 披露截止 8月31日
+Q3: 1月1日 - 9月30日 → 披露截止 10月31日
+FY: 1月1日 - 12月31日 → 披露截止 次年4月30日
+```
+
+### Step 2: Pull Latest Actuals
+
+**Data to pull:**
+
+| Statement | Key Line Items |
+|-----------|---------------|
+| 利润表 | Revenue, gross profit, operating profit, net income |
+| 资产负债表 | Cash, AR, inventory, PPE, debt, equity |
+| 现金流量表 | OCF, investing CF, financing CF |
+| 附注 | Segment data, related party, provisions |
+
+### Step 3: Update Model Structure
+
+**Model update checklist:**
+
+| Section | Action |
+|---------|--------|
+| Historicals | Replace with latest actuals |
+| QTD data | Add new period actuals |
+| YTD data | Update year-to-date |
+| LTM data | Recalculate LTM |
+| Growth rates | Recalculate YoY/QoQ |
+| Ratios | Recalculate all ratios |
+| Graphs | Update charts |
+
+### Step 4: Validate Actuals
+
+**Actuals validation:**
+
+| Check | Method |
+|-------|--------|
+| 报表平衡 | Assets = Liabilities + Equity |
+| 勾稽关系 | CF = ΔCash |
+| 季度加总 | Q1+Q2+Q3+Q4 = Annual |
+| 同比计算 | (Current - Prior) / Prior |
+| 环比率 | (Current - Qprior) / Qprior |
+
+**Common CAS adjustments:**
+- 增值税处理 (Revenue net of VAT)
+- 政府补助分类 (Operating vs non-operating)
+- 研发费用 (Separate from G&A)
+- 信用减值损失 (CAS 22 expected credit loss)
+
+### Step 5: Update Forecasts
+
+**Forecast update logic:**
+
+| Scenario | Action |
+|----------|--------|
+| In-line | No change to full-year forecast |
+| Beat | Assess if full-year guidance should be raised |
+| Miss | Assess if full-year guidance should be lowered |
+| Guidance change | Update model for management guidance |
+
+**Forecast roll-forward:**
+
+| Period | Prior | Actual | New Forecast | Change |
+|--------|-------|--------|--------------|--------|
+| Q1 | | | | |
+| Q2 | | | | |
+| Q3 | | | | |
+| Q4 | | | | |
+| Full year | | | | |
+
+### Step 6: Update Valuation
+
+**Valuation update:**
+
+| Input | Prior | Current | Change |
+|-------|-------|---------|--------|
+| Current price | | | |
+| Shares outstanding | | | |
+| Market cap | | | |
+| P/E (NTM) | | | |
+| P/B | | | |
+| EV/EBITDA | | | |
+| Target price | | | |
+| Upside/downside | | | |
+
+### Step 7: Update Narrative
+
+**Narrative updates:**
+
+| Section | Update |
+|---------|--------|
+| Investment thesis | Review and update |
+| Key drivers | Reflect latest results |
+| Catalysts | Update timeline |
+| Risks | Review and update |
+| Target price | Update with new base |
+
+### Step 8: Quality Checks
+
+**Roll-forward QC:**
+
+| Check | Pass Criteria |
+|-------|--------------|
+| All actuals pulled | All periods updated |
+| Sum checks pass | Quarterly = Annual |
+| Ratios recalculated | All formulas updated |
+| Graphs updated | All charts reflect new data |
+| Valuation current | Target price updated |
+| No hardcodes | All cells formula-driven |
+| CAS compliant | Chinese conventions applied |
+
+## China-Specific Roll-Forward Considerations
+
+### Reporting Calendar
+
+| Filing | Deadline | Typical Release |
+|--------|----------|-----------------|
+| 业绩预告 (optional) | Before filing | 10-15 days before |
+| 一季报 | April 30 | April |
+| 中报 | August 31 | August |
+| 三季报 | October 31 | October |
+| 年报 | April 30 | Late March-April |
+
+### Common Update Triggers
+
+| Trigger | Action |
+|---------|--------|
+| Scheduled earnings | Full model update |
+| 业绩预告 | Preliminary forecast update |
+| Guidance change | Update full-year forecast |
+| M&A announcement | Model for transaction impact |
+| Policy change | Sector/company impact |
+| Analyst day | Update long-term assumptions |
+
+## Quality Checks
+
+Before completing:
+- [ ] Latest actuals pulled and entered
+- [ ] All historical periods updated
+- [ ] Forecasts rolled forward
+- [ ] Valuation updated
+- [ ] Sum checks pass
+- [ ] No hardcodes introduced
+- [ ] Documentation updated
+> **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