| name | china-morning-note |
| description | Daily morning research note for A-share markets. Summarizes overnight developments, pre-market sentiment, trade ideas, and key events for the trading day. Adapted from the original morning-note skill for Chinese market conventions. Triggers on "早报", "晨会纪要", "今日策略", "morning note", "morning meeting", or "daily A-share preview". |
china-morning-note
Purpose
Draft concise A股晨会纪要/每日策略, summarizing overnight developments and pre-market sentiment for the Chinese equity market. Designed for the typical Chinese sell-side 晨会 format (typically 7:00-8:30 AM before market open).
Data Sources (Multi-Tier)
Tier 0 — 万得 Wind（最全面付费数据）
Tier 1 - Tonghuashun iFind (paid)
ifind_search_news(query) -> Real-time financial news
ifind_search_trending_news() -> Trending events
ifind_index_data(query) -> Index data
ifind_sector_data(query) -> Sector data
Tier 2 - AkShare / Other (free, fallback)
Data source mode: IFIND_DATA_SOURCE_MODE=ifind-only for iFind-only mode.
Data Sources (Legacy)
Market Data
get_market_overview() → Top gainers, losers, most active
get_index_data("000001") → 上证指数
get_index_data("399001") → 深证成指
get_index_data("399006") → 创业板指
get_index_data("000688") → 科创50
get_stock_news(ticker="") → Market headlines
News & Sentiment
| Source | Coverage |
|---|
| china-news MCP | Stock-specific and market headlines from 东方财富 |
| 财联社 | Real-time financial news |
| 华尔街见闻 | Macro and market news |
| 证券时报 | Regulatory and market news |
| 中国新闻网 / 新华社 | Policy announcements |
Macro Data (if relevant)
| Data | Source | Frequency |
|---|
| PMI (制造业/非制造业) | 国家统计局 | Monthly |
| CPI / PPI | 国家统计局 | Monthly |
| Social financing / M2 | 央行 | Monthly |
| FX rate (USD/CNY) | 中国外汇交易中心 | Daily |
| Bond yields (10Y CGB) | 中国债券信息网 | Daily |
| 北向资金 | 沪深港通 | Daily |
| Southbound 南向资金 | 沪深港通 | Daily |
Workflow
Step 1: Overnight Developments
Macro / Policy:
- 央行 (PBoC) announcements — MLF/LPR rates, RRR cuts, open market operations
- 国务院 / 部委政策 — industry regulations, 产业政策
- 美联储 (Fed) developments — impact on A-share opening
- 外围市场 (overnight markets) — US equities, commodities, FX
Company news:
- Earnings releases from prior evening / overnight
- 业绩预告 (earnings preview notices)
- 增减持 (shareholder buy/sell announcements)
- 重大合同 (major contract wins)
- 回购 (share buybacks)
Format:
【宏观/政策】
- [News item with brief implication]
- [News item with brief implication]
【公司要闻】
- [Company]: [Event] — [Implication]
- [Company]: [Event] — [Implication]
Step 2: Market Preview
Previous session recap:
- 上证指数: close, change, volume
- 深证成指: close, change
- 创业板指: close, change, 涨跌家数
- Sector performance: top 3 up/down sectors
- 北向资金: net buy/sell amount, direction
Overnight markets:
- 美股三大指数 (Dow, Nasdaq, 中证500) — impact on A-share opening
- Hang Seng Index (港股)
- Commodities: 原油, 铜, 黄金
- USD/CNY: exchange rate movement
Step 3: Trade Ideas
2-4 actionable ideas for the day:
For each idea:
- 方向: Long / Short / Watch
- 标的: Company name + ticker
- 逻辑: Brief thesis (1-2 sentences)
- 催化剂: Key event to watch
- 风险: Main risk factor
Example format:
【今日策略】
1. [方向] [标的]（[代码]）
逻辑：[简要投资逻辑]
催化剂：[近期催化剂]
风险：[主要风险]
2. ...
Step 4: Key Events Calendar
Today's events:
- Earnings releases (A-share companies reporting)
- Economic data releases (CPI, PMI, etc.)
- Policy events (PBoC MLF operations, 国新办发布会)
- Earnings calls (业绩说明会)
- Sector conferences / 策略会
Step 5: Sector / Thematic Focus
Sector of the day:
- What's moving?
- Key drivers (policy, data, sentiment)
- Names to watch within sector
Step 6: Draft the Note
Standard A-share morning note format:
【XX证券】A股晨会纪要 [YYYY-MM-DD]
一、市场回顾
[Yesterday's close, sector performance, 北向资金]
二、隔夜外盘与大宗
[Overnight US/Asia markets, commodities, FX]
三、重要资讯
【宏观政策】...
【公司要闻】...
【行业动态】...
四、今日策略
[Trade ideas with rationale]
五、重点事件日历
[Today's scheduled events]
六、风险提示
[Market-wide risks]
Step 7: Delivery
Tone guidelines:
- Concise and actionable
- Opinionated but evidence-based
- Flag high-conviction ideas vs. lower-conviction
- Include risk management notes (止损位, 仓位建议)
Typical length:
- 300-600 words for daily note
- 800-1,500 words for weekly strategy piece
China-Specific Morning Context
Market Mechanics
| Item | A-share Convention |
|---|
| Pre-market | No formal pre-market; some dark pools |
| Opening | 9:30 AM (集合竞价 9:15-9:25) |
| Closing | 3:00 PM (集合竞价 14:57-15:00) |
| Lunch break | 11:30 AM - 1:00 PM |
| Trading limits | ±10% (main), ±20% (创业板/科创板), ±30% (ST) |
Common A-share Themes
- 政策市 (policy-driven market) — government announcements move markets
- 存量博弈 (capital rotation) — limited new money, sector rotation
- 北向资金 (Northbound flows) — tracked as sentiment indicator
- 两融余额 (margin balances) — leverage indicator
- 龙虎榜 (Dragon-Tiger list) — unusual activity names
- 涨跌停 — limit-up/limit-down stocks (market momentum)
Common Catalysts in A-share
- 央行公开市场操作 (PBoC open market operations)
- LPR报价 (Loan Prime Rate announcements)
- PMI数据 (monthly PMI releases)
- 季报/年报窗口 (earnings season: Apr, Aug, Oct)
- 重要会议 (重要会议: 政治局会议, 中央经济工作会议)
- 行业监管政策 (sector regulation: 集采, 反垄断, etc.)
- 外资流入 (foreign inflow via 沪深港通)
Quality Checks
Before delivering:
