china-catalyst-calendar

china-catalyst-calendar

Purpose

Build and maintain a A股催化剂日历 tracking upcoming events that could materially impact stock prices within a coverage universe.

Catalyst Types (A-share Specific)

1. Earnings & Financial Reports

2. Regulatory & Policy Events

3. Corporate Events

4. Sector / Industry Events

5. Macro Data Releases

Data Sources (Multi-Tier)

Tier 0 — 万得 Wind（最全面付费数据）

• 覆盖：A股/港美股/基金/指数/债券/宏观/研报/分析（44个工具）
• MCP 服务：wind-mcp（需 WIND_API_KEY 密钥，以 ak_ 开头）
• 优势：全市场覆盖面最广、数据最全面、包含研报和量化分析
• 密钥申请：https://aifinmarket.wind.com.cn/#/home

Tier 1 - Tonghuashun iFind (paid)

ifind_get_stock_events(query)  -> Key corporate events, dividends, buybacks
ifind_search_notice(query)     -> Announcement search
ifind_search_news(query)       -> Related news
ifind_get_stock_info(ticker)   -> Company profile, share structure

Tier 2 - AkShare (free, fallback)

Company-Specific

# AkShare MCP
get_financials(ticker, "income", "annual")   → Historical earnings pattern
get_quote(ticker)                            → Current trading status
get_stock_info(ticker)                       → Company basic info

# Web sources for calendar data
# - 巨潮公告搜索: cninfo.com.cn
# - 上交所公告: sse.com.cn
# - 深交所公告: szse.cn

Market-Wide

get_index_data("000001")  # 上证指数 context
get_stock_news(ticker="") # General market news

Data source mode: IFIND_DATA_SOURCE_MODE=ifind-only for iFind-only mode.

Workflow

Step 1: Define Coverage Universe

Identify the stocks and sectors to track. Typical A-share coverage universe:

• 50-200 names
• Organized by sector/industry
• Priority tiers (P1 = must-track, P2 = watchlist)

Step 2: Build Calendar Entries

For each catalyst, record:

{
  "date": "2024-04-25",
  "type": "earnings",
  "subtype": "季报",
  "ticker": "{{TICKER}}",
  "company": "{{COMPANY_NAME}}",
  "importance": "high",
  "notes": "Q1 2024 results; watch 批价 and inventory",
  "status": "confirmed"
}

Catalyst types in JSON:

• earnings — quarterly/semi/annual reports
• earnings_call — 业绩说明会
• regulatory — 监管政策发布
• policy — 宏观政策 (央行, 国务院)
• corporate — 公司事件 (分红, 解禁, M&A)
• macro_data — 经济数据发布
• sector_event — 行业展会/论坛
• lockup_expiry — 限售股解禁

Step 3: Prioritize Catalysts

Importance levels:

• Critical: Likely to move stock >10% (earnings, M&A, major policy)
• High: Likely to move stock 5-10% (regulatory decisions, industry data)
• Medium: Watch item, context-setting (dividend, conference participation)
• Low: Background noise (routine filings, minor announcements)

Step 4: Pre-Catalyst Preparation

1 week before critical catalysts:

• Pull latest data and consensus
• Prepare scenario analysis
• Draft preliminary positioning note
• Alert stakeholders if high-impact

1 day before critical catalysts:

• Final data check
• Confirm release timing (morning vs afternoon)
• Prepare pre-market positioning note
• Set monitoring alerts

Step 5: Post-Catalyst Update

After catalyst passes:

• Record actual outcome
• Compare vs scenario framework
• Update price target / thesis if material
• Move to "completed" section
• Flag next catalyst in queue

Calendar Format

Weekly View

【本周催化剂日历】[YYYY-MM-DD 至 YYYY-MM-DD]

周一 [Date]
  - [Time] [Ticker] [Company] — [Event type] — [Importance]
  - [Time] [Macro event] — [Impact assessment]

周二 [Date]
  ...

本周重点：
- [Top 2-3 catalysts to watch]
- [Market-wide risk events]

Monthly View

【X月重要事件日历】

财报窗口:
- [Week 1]: [Sector] Q[X] results: [List of companies]
- [Week 2]: [Sector] Q[X] results: [List of companies]

政策窗口:
- [Date]: [Policy event] — [Expected impact]

解禁窗口:
- [Date]: [Ticker] — [Amount] shares unlocking — [Risk assessment]

宏观数据:
- [Date]: [Indicator] — [Consensus] — [Previous]

Upcoming Catalysts Table

China-Specific Considerations

Earnings Calendar Patterns

Lock-up Expiry (限售股解禁)

• 首发限售股 (IPO lock-up): typically 12 months
• 定增限售股 (private placement): typically 6-18 months
• 股权激励限售股: varies by plan
• High lock-up expiry → potential selling pressure

Risk assessment:

• Large percentage of float unlocking (>5%) → high risk
• Concentrated holders (single entity) → higher impact
• Company in downtrend → higher probability of sale

Regulatory Calendar

Recurring policy events:

• 中央经济工作会议 (Central Economic Work Conference): Dec
• 两会 (Two Sessions / NPC & CPPCC): Mar
• 政治局会议 (Politburo meeting): Monthly (economics discussed ~quarterly)
• 国新办发布会 (State Council Info Office presser): Ad-hoc
• 央行货币政策执行报告: Quarterly

Dividend Calendar

• 股权登记日 (record date): critical for dividend capture
• 除权除息日 (ex-dividend date): price adjusts
• 分红实施公告: typically 2-4 weeks after AGM approval
• 高送转 (high bonus issue): historically market-positive event

Integration with Other Skills

Quality Checks

Before delivering:

• Calendar covers 4-12 weeks ahead
• All critical catalysts flagged
• Dates verified against official sources
• Importance levels assigned consistently
• Watch items specific and actionable
• Pre-catalyst preparation tasks defined