| 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
search_stock(keyword="{{COMPANY_NAME}}")
get_quote(ticker="{{TICKER}}")
get_financials(ticker="{{TICKER}}", statement_type="income", period="annual")
get_financials(ticker="{{TICKER}}", statement_type="balance", period="annual")
get_financials(ticker="{{TICKER}}", statement_type="cashflow", period="annual")
get_historical_data(ticker="{{TICKER}}", frequency="weekly", start_date="{{START_DATE}}", end_date="{{END_DATE}}")
get_industry_stocks(industry="{{INDUSTRY_NAME}}")
Step 2: Fetch Peer Data
Step 3: Generate Charts
Use matplotlib to create:
- Revenue & Profit trend — from
get_financials(income)
- Margin trends — gross margin, net margin, ROE over time
- Growth rates — YoY revenue and profit growth
- Peer comparison — horizontal bar chart of PE and PB vs peers
- Price trend — from
get_historical_data
- 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:
Usage
Invoke the generation script (from project root):
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 unavailableifind-fallback (default): iFind preferred, fallback to AkShareakshare-only, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare): Skip iFind, use AkShare only
