china-market-overlay

name

china-market-overlay

description

Use when a financial task involves China market securities, A shares, Hong Kong-listed Chinese companies, China market data, RMB financials, Chinese disclosures, iFinD, 同花顺, AKShare, 巨潮资讯, 上交所, 深交所, 北交所, 港交所, industry classifications, adjustment basis, trading calendars, or China-specific data integrity requirements before downstream valuation, DCF, comps, earnings, equity research, or financial modeling skills.

China Market Overlay

Use this skill after financial-services-skill-router and before downstream valuation, DCF, comps, earnings, or modeling skills when a task involves China market securities or Chinese-language financial disclosures.

This skill does not replace the downstream workflow. It adapts the workflow so the generic financial-services skills use China market data, disclosure names, units, identifiers, and QA checks correctly.

Standard Routing

1. Read .agents/SKILLS_INDEX.md through the router workflow.
2. Select this overlay when the request mentions A shares, 港股, 中概股, 沪深, 北交所, 科创板, 创业板, 同花顺, iFinD, AKShare, 巨潮资讯, 上交所, 深交所, 港交所, RMB/CNY, Chinese company names, or China market tickers.
3. Pair this overlay with the narrow downstream skill:
   • DCF or intrinsic value: vertical-financial-analysis-dcf-model plus a-share-valuation-template when the company is A-share listed.
   • Comparable company analysis: vertical-financial-analysis-comps-analysis plus a-share-comps-best-practice.
   • Earnings review: vertical-equity-research-earnings-analysis with China disclosure mapping and China-specific required inputs.
   • Data retrieval: ifind-http-api for licensed 同花顺/iFinD data or akshare for public data prototypes and cross-checks.
4. Do not read every skill for completeness. Read only this overlay, the data source skill, and the selected downstream skill.

Market And Identifier Checks

Before fetching or analyzing data, identify and report:

• Security name and ticker, using original ticker format when known.
• Market: A share, 港股, 中概股, 北交所, ETF, fund, bond, futures, or other.
• Exchange suffix: .SH, .SZ, .BJ, .HK, or another verified convention.
• Board: 主板, 科创板, 创业板, 北交所, or unknown.
• Currency and reporting unit: RMB/CNY, HKD, USD, 万元, 百万元, 亿元, or other.
• Fiscal period and disclosure date.
• Trading date and data retrieval timestamp for market data.
• Price adjustment basis: unadjusted, 前复权, 后复权, or unknown.

If the name-to-ticker mapping is ambiguous, ask for confirmation or return a candidate list. Do not silently choose one company.

China Disclosure Mapping

When a generic skill expects US-style filings or earnings materials, map them to China market sources:

Generic reference	China market equivalent
10-K	年报
10-Q	一季报, 半年报, 三季报
Earnings release	业绩快报, 业绩预告, 定期报告, 投资者关系活动记录表
SEC EDGAR	巨潮资讯, 上交所, 深交所, 北交所, 港交所披露易
Consensus source	iFinD, Wind, Bloomberg, FactSet, broker consensus, or user-provided source
Guidance	管理层指引, 业绩预告, 经营展望, investor relations disclosure

If a China market source is not available, state the gap. Do not replace it with US filings or inferred data.

Data Source Priority

For China market workflows, use this source hierarchy unless the user specifies otherwise:

1. User-provided filings, models, extracts, or source files.
2. Official company and exchange disclosures.
3. Licensed data tools configured in this workspace, especially ifind-http-api.
4. Public data tools such as akshare, with upstream source and interface name documented.
5. Web or other verified sources only when the above are unavailable or insufficient.

For high-risk valuation, trading, portfolio, or credit outputs, cross-check critical values against a filing, official disclosure, or a second data source when feasible.

Output Requirements

China market deliverables must include:

• Task classification.
• Selected skills and execution order.
• Data sources, endpoint/interface names, parameters, retrieval timestamp, and trading date where applicable.
• Currency, unit, fiscal period, exchange, and adjustment basis.
• Missing data and source limitations.
• Assumptions separated from facts.
• Not investment advice for valuation, trading, portfolio, or investment conclusions.
• QA checks performed.

Guardrails

• Do not fabricate financial statements, market prices, consensus, guidance, announcement content, industry classification, peer membership, or target prices.
• Do not infer company guidance from price movement or analyst commentary unless a cited source explicitly supports it.
• Do not mix A-share, 港股, ADS, or offshore financial statement units without clearly reconciling currency, share count, and listing line.
• Mark any unverified peer set as candidate peers until confirmed.