| name | china-strip-profile |
| description | Create one-page company profile slides (strip profiles) for A-share targets in pitch books and deal materials. Adapted from the original strip-profile skill for Chinese companies, A-share market data, and Chinese business terminology. Triggers on "A股公司简介", "公司概况", "strip profile China", "one-pager A-share", or "target profile for [company]". |
china-strip-profile
Purpose
Create professional A股目标公司简介/Strip Profile slides for pitch books and deal materials.
Data Sources
Tier 0 — 万得 Wind（最全面付费数据）
Tier 1 — 同花顺 iFind（付费精确数据）/ AkShare MCP（Tier-2 免费备选）
get_stock_info(ticker) → Company profile
get_quote(ticker) → Current valuation
get_historical_data(ticker) → Stock performance
get_financials(ticker, "income", "annual") → Revenue, profit
get_financials(ticker, "balance", "annual") → Assets, debt
get_industry_stocks(industry="...") → Peer context
get_stock_news(ticker) → Recent news
Secondary Sources
- 巨潮资讯 — annual reports, prospectus (招股说明书)
- 企查查 / 天眼查 — corporate structure, subsidiaries
- 公司官网 — investor relations materials
- 券商研报 — existing research (if covered)
Workflow
Step 1: Gather Target Information
Company basics:
- 公司全称 (Full name)
- 股票代码 (Ticker)
- 上市板块 (Listing board: 主板/创业板/科创板/北交所)
- 上市日期 (Listing date)
- 行业分类 (Industry classification)
- 总部地址 (Headquarters)
- 员工人数 (Employee count)
Business description:
- 主营业务 (Core business)
- 产品/服务 (Products/services)
- 商业模式 (Business model)
- 客户结构 (Customer base)
- 地域分布 (Geographic footprint)
Financial snapshot (most recent):
| Metric | FY2023 | FY2022 | YoY |
|---|
| Revenue (亿) | | | |
| Net Income (亿) | | | |
| Gross Margin | | | |
| Net Margin | | | |
| ROE | | | |
| Net Debt/EBITDA | | | |
Market data:
- Current price (latest close)
- Market cap (总市值 / 流通市值)
- 52-week high/low
- YTD performance
- Average daily turnover
Step 2: Identify Key Investment Highlights
Highlight categories:
-
Market leadership (市场地位)
- Market share rank
- Competitive advantages
- Barriers to entry
-
Financial profile (财务特征)
- Revenue scale and growth
- Margin profile
- Cash generation
- Balance sheet strength
-
Growth drivers (成长动力)
- New products / expansion
- Market opportunities
- Capacity additions
-
Valuation context (估值位置)
- Current multiples vs history
- vs peers
- Upside/downside
Step 3: Build Slide Content
Standard strip profile layout (1 slide, typically):
Left panel — Company snapshot:
[公司LOGO/名称] [股票代码]
[行业] | [上市板块] | [上市日期]
公司简介：
[2-3 sentences on business model]
核心财务 (最近财年):
营业收入: XX亿 (YoY: +XX%)
净利润: XX亿 (YoY: +XX%)
毛利率: XX%
净利率: XX%
ROE: XX%
有息负债: XX亿
Right panel — Key metrics / highlights:
[3-5 bullet investment highlights]
- 市场地位: ...
- 成长动力: ...
- 竞争优势: ...
- 估值水平: ...
Bottom — Charts:
- Revenue / profit history (3-5 years)
- PE band or comparable multiples
- Share price performance
Step 4: Visual Design
Design guidelines:
- Clean, professional layout
- Consistent with firm's pitch deck template
- Key numbers prominently displayed
- Charts simple and readable
- Chinese labels appropriate for audience
Color scheme (default if no template):
- Section headers: Dark blue
#1F4E79 with white text
- Data cells: Light grey
#F2F2F2 or white
- Accent: Company brand colors (research via web search)
- Text: Black / dark grey
Step 5: Quality Check
Before finalizing:
China-Specific Considerations
Listing Boards
| Board | Requirements | Characteristics |
|---|
| 主板 (Main Board) | Profitable, established | Large-caps, mature companies |
| 创业板 (ChiNext) | Growth, innovation | Tech, healthcare, growth |
| 科创板 (STAR Market) | Hard tech, R&D | Semiconductors, biotech, advanced mfg |
| 北交所 (BJSE) | SMEs, innovative | Smaller, earlier-stage companies |
A-share Specifics
- 涨跌停 limits affect trading profile
- 北向资金 ownership tracked for large-caps
- 股东户数 changes (from quarterly reports)
- 限售股比例 (restricted shares) affects float
- 质押比例 (share pledge ratio) — flag if >30%
Industry-Specific Metrics
| Industry | Key Metrics to Highlight |
|---|
| 白酒 | 批价, 渠道库存, 动销增速 |
| 半导体 | 产能利用率, 技术节点, 客户认证 |
| 新能源 | 产能, 出货量, 技术路线 |
| 医药 | 管线, 研发投入, 集采中标 |
| 银行 | NIM, 不良率, 拨备覆盖率 |
| 互联网 | DAU/MAU, ARPU, 变现效率 |
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: Skip iFind, use AkShare onlywind-only: Wind only, error if unavailablewind-fallback: Wind first, fallback to iFind → AkShare
