@v587d/capital-generation 2.7.3 → 2.7.4

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

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+---
+name: china-ib-check-deck
+description: Quality check investment banking pitch decks for A-share M&A and capital raising transactions. Adapts the original ib-check-deck skill for Chinese market standards, CAS financials, and domestic IB conventions. Triggers on "投行deck检查", "IB deck QC", "check pitch deck China", "deck quality check", "材料质量检查", or "review deck [company/transaction]".
+---
+
+# china-ib-check-deck
+
+## Purpose
+
+Quality-check **A股投行材料** — comprehensive quality assurance for Chinese investment banking pitch decks and transaction materials.
+
+## Data Sources
+
+### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
+
+```python
+get_financials(ticker, "income")     → Financial data verification
+get_financials(ticker, "balance")    → Balance sheet verification
+get_quote(ticker)                    → Market data verification
+```
+
+### Secondary Sources
+- 巨潮 — source documents
+- 审计报告 — reference financials
+- 行业报告 — market data
+
+## Workflow
+
+### Step 1: Deck Structure Review
+
+**Structure checklist:**
+
+| Section | Required | Present | Quality |
+|---------|----------|---------|---------|
+| 封面 (Cover) | ✓ | | |
+| 目录 (TOC) | ✓ | | |
+| 交易概述 (Transaction Overview) | ✓ | | |
+| 公司概览 (Company Overview) | ✓ | | |
+| 行业分析 (Industry Analysis) | ✓ | | |
+| 财务表现 (Financial Performance) | ✓ | | |
+| 交易逻辑 (Investment Rationale) | ✓ | | |
+| 估值 (Valuation) | ✓ | | |
+| 风险提示 (Risk Factors) | ✓ | | |
+| 附录 (Appendix) | ✓ | | |
+
+### Step 2: Data Accuracy Check
+
+**Data verification:**
+
+| Data Point | Source | Model/File | Match? | Notes |
+|------------|--------|-----------|--------|-------|
+| Revenue (latest) | 巨潮 | | | |
+| Net income (latest) | 巨潮 | | | |
+| EBITDA | Calculated | | | |
+| Market cap | iFind / AkShare | | | |
+| P/E | Calculated | | | |
+| P/B | Calculated | | | |
+| EV | Calculated | | | |
+| Net debt | Balance sheet | | | |
+| Share count | Annual report | | | |
+
+**Tolerance levels:**
+- Revenue, profit: ±2%
+- Balance sheet: ±1%
+- Multiples: ±5%
+- Market data: ±1%
+
+### Step 3: Financial Statement Review
+
+**Financial consistency checks:**
+
+| Check | Description | Pass |
+|-------|-------------|------|
+| Revenue growth | Consistent across slides | ✓ |
+| Margin trends | Consistent across slides | ✓ |
+| Balance sheet totals | Assets = L + E | ✓ |
+| Cash flow ties | Beginning + CF = Ending | ✓ |
+| Debt schedule | Short + Long = Total | ✓ |
+| Share count | Consistent throughout | ✓ |
+
+### Step 4: CAS Compliance
+
+**CAS-specific checks:**
+
+| Check | Description |
+|-------|-------------|
+| Revenue | Net of VAT (不含税) |
+| R&D | Expensed (unless capitalized per criteria) |
+| Tax | 25% rate applied correctly |
+| Minority interest | Separated from parent |
+| 合同负债 | Recognized per CAS 14 |
+| 信用减值损失 | CAS 22 model |
+
+### Step 5: Valuation Review
+
+**Valuation checks:**
+
+| Method | Check | Pass |
+|--------|-------|------|
+| DCF | WACC components reasonable | ✓ |
+| DCF | Terminal growth < GDP | ✓ |
+| DCF | FCF positive in base case | ✓ |
+| Comps | Peer group appropriate | ✓ |
+| Comps | Multiples reasonable range | ✓ |
+| Football field | Consistent range | ✓ |
+| Target price | Matches valuation | ✓ |
+
+### Step 6: Visual Quality
+
+**Design QA:**
+
+| Element | Check |
+|---------|-------|
+| 模板一致性 | All slides use same template |
+| 字体 | Chinese fonts render correctly |
+| 颜色 | Consistent color scheme |
+| 图表 | All charts labeled, sourced |
+| 表格 | Clean, readable format |
+| 对齐 | Proper alignment throughout |
+| 图片 | High resolution, appropriate |
+| 页码 | Present and correct |
+
+### Step 7: Regulatory Compliance
+
+**Required elements:**
+
+| Element | Required | Present |
+|---------|----------|---------|
+| 风险提示 | ✓ | |
+| 免责声明 | ✓ | |
+| 数据来源 | ✓ | |
+| 评级说明 | ✓ | |
+| 适当性提示 | ✓ | |
+
+**Risk factors checklist:**
+- [ ] Market risk (市场风险)
+- [ ] Industry risk (行业风险)
+- [ ] Company-specific risk (公司风险)
+- [ ] Policy risk (政策风险)
+- [ ] Liquidity risk (流动性风险)
+
+### Step 8: Transaction-Specific Checks
+
+**M&A specific:**
+
+| Check | Description |
+|-------|-------------|
+| Transaction rationale | Clear and compelling |
+| Synergies | Quantified and realistic |
+| Accretion/dilution | Calculated and shown |
+| Integration plan | Mentioned |
+| Regulatory approval | Identified |
+
+**Capital raising specific:**
+
+| Check | Description |
+|-------|-------------|
+| Use of proceeds | Detailed and specific |
+| Investor return | IRR / cash-on-cash |
+| Market comparables | Similar transactions |
+| Timing | Market window assessment |
+
+### Step 9: Cross-Reference Check
+
+**Cross-reference audit:**
+
+| Reference | Location | Correct? |
+|-----------|----------|----------|
+| Revenue figure | [Slide X] | |
+| Net income | [Slide Y] | |
+| Target price | [Slide Z] | |
+| P/E multiple | [Slide W] | |
+| Market cap | [Slide V] | |
+
+### Step 10: QC Report
+
+**Standard QC output:**
+
+```
+【Deck QC 报告】[Company/Transaction] [Date]
+
+一、结构检查
+   完整性: [Pass/Fail]
+   逻辑性: [Pass/Fail]
+   
+二、数据准确性
+   财务数据: [Pass/Fail with notes]
+   市场数据: [Pass/Fail with notes]
+   估值数据: [Pass/Fail with notes]
+   
+三、CAS合规性
+   [Pass/Fail with notes]
+   
+四、设计质量
+   [Pass/Fail with notes]
+   
+五、监管合规
+   风险提示: [Pass/Fail]
+   免责声明: [Pass/Fail]
+   
+六、发现的问题
+   严重 (Critical):
+   [List]
+   
+   中等 (Major):
+   [List]
+   
+   轻微 (Minor):
+   [List]
+   
+七、建议修复
+   [Prioritized list]
+   
+总体评价: [Approve / Revise / Reject]
+```
+
+## China-Specific QC Considerations
+
+### Common Issues in A-share Decks
+
+| Issue | Detection | Fix |
+|-------|-----------|-----|
+| 收入含税 | VAT not removed | Divide by 1.13 |
+| 税率错误 | Wrong rate | Verify 高新 status |
+| 单位不一致 | Mixed 千元/万元 | Standardize |
+| 会计政策 | Wrong treatment | Check CAS |
+| 数据来源 | Missing citations | Add source |
+| 风险提示 | Missing/incomplete | Add required risks |
+
+### Regulatory Requirements
+
+| Requirement | Content |
+|-------------|---------|
+| 风险揭示 | Standard risk factors |
+| 免责声明 | Standard disclaimer |
+| 适当性 | Suitability statement |
+| 历史业绩 | Past performance disclaimer |
+
+## Quality Checks
+
+Before approving:
+- [ ] Structure complete
+- [ ] Data verified
+- [ ] CAS compliant
+- [ ] Valuation sound
+- [ ] Design quality
+- [ ] Regulatory compliant
+- [ ] All issues 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`: Skip iFind, use AkShare only

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

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+---
+name: china-idea-generation
+description: Systematic stock screening and investment idea sourcing for A-share markets. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Adapted from the original idea-generation skill for Chinese market conventions and data sources. Triggers on "A股选股", "股票筛选", "寻找机会", "stock screen China", "A-share ideas", "find ideas for Chinese stocks", or "screen for A-share opportunities".
+---
+
+# china-idea-generation
+
+## Purpose
+
+Systematically surface new **A股投资机会** through quantitative screens, thematic analysis, and pattern recognition.
+
+## Data Sources
+
+### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
+
+```python
+get_market_overview()                    → Top gainers, losers, most active
+get_quote(ticker)                        → Price, PE, PB, market cap
+get_historical_data(ticker)              → Price trends, momentum
+get_financials(ticker, "income")         → Financial metrics
+get_financials(ticker, "balance")        → Balance sheet health
+get_industry_stocks(industry="...")      → Peer comparison
+```
+
+### Secondary Screening Data
+
+| Data | Source | Use |
+|------|--------|-----|
+| 龙虎榜 (Dragon-Tiger list) | 东方财富 | Unusual activity, institutional interest |
+| 北向资金 (Northbound flows) | 沪深港通 | Foreign investor sentiment |
+| 融资融券 (Margin trading) | 交易所 | Leverage and sentiment |
+| 股东人数变化 | 巨潮 | Institutional accumulation/distribution |
+| 机构持仓 | 季报/F10 | Fund ownership trends |
+| 大宗交易 (Block trades) | 交易所 | Smart money signals |
+
+## Workflow
+
+### Step 1: Define Screen Criteria
+
+**Investment philosophy alignment:**
+- Value vs Growth vs GARP vs Momentum
+- Market cap preference (large / mid / small)
+- Sector focus or sector-agnostic
+- Liquidity requirements (turnover threshold)
+- Risk tolerance (volatility, leverage, earnings stability)
+
+**Screen parameters (A-share specific):**
+
+| Parameter | Typical Range | Notes |
+|-----------|--------------|-------|
+| PE (TTM) | 5-50x | Avoid negative PE |
+| PB | 0.5-5x | <1x may indicate distress |
+| PS | 0.5-5x | For high-growth unprofitable |
+| Market cap | >50亿 | Liquidity threshold |
+| Daily turnover | >5000万 | Tradability |
+| ROE | >10% | Quality filter |
+| Debt/Equity | <100% | Financial health |
+| Revenue growth | >10% | Growth filter |
+| EPS growth | >15% | Earnings momentum |
+
+### Step 2: Quantitative Screens
+
+**Screen 1: Deep Value (深度价值)**
+
+```
+Filters:
+- PE (TTM) < 15x AND PB < 1.5x
+- ROE > 10% (past 3 years average)
+- Debt/Equity < 80%
+- Revenue growth > 0% (not declining)
+- Market cap > 30亿
+
+Output: Value candidates with potential mispricing
+```
+
+**Screen 2: Growth at Reasonable Price (GARP)**
+
+```
+Filters:
+- PEG < 1.0 (PE / growth rate)
+- Revenue growth > 20%
+- Gross margin > 30%
+- ROE > 15%
+- Market cap > 100亿
+
+Output: Quality growth at reasonable multiples
+```
+
+**Screen 3: Momentum (趋势跟踪)**
+
+```
+Filters:
+- Price above 20-day MA AND 60-day MA
+- Price within 10% of 52-week high
+- Volume above 20-day average
+- RSI between 40-70 (not overbought)
+- Upward earnings revision
+
+Output: Momentum names in uptrends
+```
+
+**Screen 4: Turnaround (困境反转)**
+
+```
+Filters:
+- Recent loss or margin compression
+- New management / strategy announced
+- Order book recovering
+- Debt restructuring completed
+- Insiders buying
+
+Output: Potential turnaround candidates
+```
+
+**Screen 5: Dividend Yield (高股息)**
+
+```
+Filters:
+- Dividend yield > 3%
+- Payout ratio < 60%
+- FCF positive and stable
+- Debt/Equity < 100%
+- Stable earnings history
+
+Output: High-quality income names
+```
+
+**Screen 6: Special Situations (事件驱动)**
+
+```
+Filters:
+- Lock-up expiry within 3 months (限售解禁)
+- M&A announcement pending
+- Regulatory catalyst (集采结果, etc.)
+- Index inclusion/exclusion
+- STAR/ChiNext eligibility
+
+Output: Event-driven opportunities
+```
+
+### Step 3: Thematic Research
+
+**Identify emerging themes:**
+
+| Theme Type | Examples (A-share) | Data Sources |
+|-----------|-------------------|-------------|
+| Policy-driven | 国产替代, 新基建, 双碳 | 政策文件, 部委公告 |
+| Technology | AI应用, 自动驾驶, 机器人 | 技术进展, 订单公告 |
+| Demographics | 老龄化, 少子化 | 人口数据, 消费数据 |
+| Consumption | 消费升级, 国货崛起 | 零售数据, 品牌调研 |
+| Industrial | 高端制造, 专精特新 | 行业数据, 政策 |
+
+**Thematic screening approach:**
+1. Define theme and investable universe
+2. Map A-share companies to theme
+3. Rank by exposure and quality
+4. Identify pure-plays vs beneficiaries
+
+### Step 4: Technical Analysis
+
+**A-share technical considerations:**
+
+| Indicator | Use |
+|-----------|-----|
+| 均线 (Moving averages) | Trend direction (5/10/20/60/120 day) |
+| MACD | Momentum and trend changes |
+| RSI | Overbought/oversold |
+| KDJ | Short-term momentum |
+| 成交量 (Volume) | Confirmation of moves |
+| 龙虎榜 | Institutional activity |
+| 北向资金 | Foreign flows |
+
+**Chart patterns to watch:**
+- 突破 (breakout) — above resistance
+- 回踩 (pullback to support) — entry opportunity
+- 双底/头肩 (double bottom/head & shoulders) — reversal signals
+- 量价背离 (volume-price divergence) — trend exhaustion
+
+### Step 5: Fundamental Deep Dive
+
+**For each candidate:**
+
+1. **Business model review**: How does company make money?
+2. **Financial health**: Balance sheet, cash flow, earnings quality
+3. **Competitive position**: Market share, moat, pricing power
+4. **Management quality**: Track record, capital allocation
+5. **Valuation**: vs peers, vs history, vs international peers
+6. **Catalyst**: What could re-rate the stock?
+
+**Red flag checklist:**
+- 商誉占比过高 (>30% of equity)
+- 应收账款增速 > 收入增速
+- 经营现金流持续为负
+- 大股东质押比例过高 (>50%)
+- 审计意见非标准无保留
+- 频繁变更会计师事务所
+- 关联交易占比高
+
+### Step 6: Build the Ideas List
+
+**Standard format:**
+
+| Rank | Ticker | Company | Sector | Idea Type | Thesis | Catalyst | Risk | Conviction |
+|------|--------|---------|-------|-----------|--------|----------|------|------------|
+| {{RANK}} | {{TICKER}} | {{COMPANY_NAME}} | {{SECTOR}} | {{DIRECTION}} | {{THESIS}} | {{CATALYST}} | {{RISK}} | {{CONVICTION}} |
+| Example | 600519 | 贵州茅台 | 白酒 | Long | 批价稳+动销旺+分红高 | Q1业绩超预期 | 批价下行 | High |
+| 2 | ... | ... | ... | ... | ... | ... | ... | ... |
+
+**Conviction levels:**
+- **High**: Strong thesis, clear catalyst, limited downside
+- **Medium**: Good thesis, catalyst timeline uncertain
+- **Low**: Exploratory, needs more research
+
+### Step 7: Monitor & Update
+
+**Ongoing tracking:**
+- Weekly price and news updates
+- Catalyst tracking (china-catalyst-calendar)
+- Thesis validation / invalidation
+- Position sizing recommendations
+
+**Update triggers:**
+- Earnings results
+- Material news (M&A, guidance, regulation)
+- Price moves >15% in a week
+- Thesis breaking or confirming
+
+## China-Specific Screening Considerations
+
+### Market Structure
+
+| Feature | Screening Implication |
+|---------|----------------------|
+| 涨跌停限制 | Momentum may be interrupted |
+| 散户占比高 | Sentiment-driven overreactions common |
+| 政策敏感 | Regulatory risk premium in certain sectors |
+| 北向资金 | Track foreign flows for large-caps |
+| 龙虎榜 | Unusual activity signals |
+| 停牌 (Trading halt) | Due diligence risk for suspended names |
+
+### Common A-share Investment Styles
+
+| Style | Description | Key Metrics |
+|-------|-------------|-------------|
+| 价值投资 | Deep value, dividend, asset-based | PB, dividend yield, 破净 |
+| 成长投资 | High growth, innovation | Revenue growth, R&D intensity |
+| 主题投资 | Policy/trend themes | Catalyst proximity, theme purity |
+| 技术分析 | Chart-based trading | 均线, MACD, 量价 |
+| 量化策略 | Systematic, factor-based | Multi-factor models |
+| 打新 | IPO subscription | 中签率, 涨幅预期 |
+
+### Sector-Specific Screening
+
+| Sector | Screening Focus |
+|--------|----------------|
+| 白酒 | 批价趋势, 渠道库存, 回款, 品牌力 |
+| 半导体 | 产能利用率, 国产替代进度, 技术迭代 |
+| 新能源 | 产能过剩/出清, 技术路线, 补贴退坡影响 |
+| 医药 | 创新药管线, 集采中标, 国际化 |
+| 银行 | NIM趋势, 不良率, 拨备, 估值 (破净) |
+| 房地产 | 销售额, 融资能力, 土储质量 |
+| 消费 | 动销, 库存, 消费升级/降级趋势 |
+
+## Quality Checks
+
+Before delivering ideas list:
+- [ ] Screen criteria documented and reproducible
+- [ ] Each candidate has fundamental backing
+- [ ] Catalysts identified for each idea
+- [ ] Risk factors clearly stated
+- [ ] Conviction levels assigned
+- [ ] Liquidity verified (tradable)
+- [ ] Regulatory/compliance review passed
+> **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