china-datapack-builder

Business

Build professional data packs for A-share investment banking deals — M&A due diligence, IC materials, company profiles. Adapted from the original datapack-builder skill for Chinese data sources (AkShare, 巨潮, exchange filings) and CAS accounting. Triggers on "A股数据包", "投行数据包", "datapack China", "due diligence pack A-share", or "IC data pack [company]".

QUICK START

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Source SKILL.md: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/vertical-plugins/investment-banking/skills/china-datapack-builder/SKILL.md

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china-datapack-builder

Purpose

Build professional A股投行数据包 (Data Pack) for investment banking workflows — M&A due diligence, IC review, deal execution.

Data Sources

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 — 同花顺 iFind（付费精确数据）/ AkShare MCP（Tier-2 免费备选）

get_financials(ticker, "income", "annual")   → P&L history
get_financials(ticker, "balance", "annual")  → Balance sheet
get_financials(ticker, "cashflow", "annual") → Cash flow
get_quote(ticker)                            → Current valuation
get_historical_data(ticker)                  → Trading history
get_industry_stocks(industry="...")           → Peer comparison
get_stock_info(ticker)                       → Company profile

Secondary Sources

巨潮资讯 — mandatory filings (年报, 中报, 季报)
上交所 / 深交所 — announcements, filings
公司官网 — investor materials
企查查 / 天眼查 — corporate structure
Wind / Choice — comprehensive data

Workflow

Step 1: Define Pack Scope

Data pack types:

Pack Type	Purpose	Typical Content
Company overview	Initial target screening	Financials, profile, peers
Due diligence	Pre-deal deep dive	3-statement, quality of earnings, debt
IC preparation	Investment committee	Executive summary, model, risks
M&A comps	Comparable transactions	Precedent deals, trading comps
Sector deep dive	Market context	Industry overview, competitive map

Step 2: Gather Source Materials

Financial data collection:

# 3-5 years historicals
for year in range(2020, 2025):
    get_financials(ticker, "income", "annual")
    get_financials(ticker, "balance", "annual")
    get_financials(ticker, "cashflow", "annual")

Corporate information:

公司股权结构 (ownership structure)
子公司/参股公司 (subsidiaries / associates)
关联交易 (related party transactions)
对外担保 (guarantees)
诉讼仲裁 (litigation / arbitration)

Market data:

Current and historical share price
Trading volumes and liquidity
Ownership breakdown (institutional, retail, 北向)
Shareholder changes over time

Step 3: Normalize & Structure

Data normalization standards:

Currency: All figures in CNY (人民币)
Units: Consistent (亿元 preferred for large companies)
Periods: Align fiscal years (typically Dec 31)
Adjustments: Normalize for one-time items

Standard data pack sections:

Section 1: Executive Summary

1-page overview
Key investment highlights
Valuation summary
Critical risks

Section 2: Company Overview

Business description
History and milestones
Organizational structure
Management team
Shareholder structure

Section 3: Financial Summary

Income statement (3-5 years)
Balance sheet (3-5 years)
Cash flow statement (3-5 years)
Key ratios and metrics
Revenue bridge

Section 4: Operating Metrics

Revenue by segment
Volume / unit data (if relevant)
Capacity / utilization
Geographic breakdown

Section 5: Quality of Earnings

Revenue quality (cash conversion)
Margin analysis
One-time items identification
Earnings sustainability

Section 6: Balance Sheet Analysis

Asset quality
Working capital efficiency
Debt structure
Off-balance sheet items

Section 7: Peer Comparison

Trading multiples
Financial metrics
Operating metrics
Valuation dispersion

Section 8: Transaction History

Historical M&A
Capital raising history
Major corporate actions

Section 9: Risk Factors

Company-specific risks
Industry risks
Regulatory risks
Market risks

Step 4: Excel Workbook Structure

Recommended tabs:

Tab	Content
封面 (Cover)	Pack title, date, confidentiality
摘要 (Summary)	Key data points, valuation
利润表 (Income Statement)	Historical + projected
资产负债表 (Balance Sheet)	Historical + projected
现金流量表 (Cash Flow)	Historical + projected
财务指标 (Key Metrics)	Ratios, growth rates
可比公司 (Comparable Cos)	Peer analysis
估值 (Valuation)	DCF, multiples, football field
运营数据 (Operating Data)	Volume, capacity, etc.
公司治理 (Governance)	Ownership, management, related party
风险 (Risks)	Risk factor analysis

Step 5: Quality Standards

Data integrity:

All figures sourced from 巨潮 PDF or AkShare
Cross-referenced against multiple sources where possible
Adjustments documented
No transcription errors

Formatting:

Consistent formatting throughout
Clear section headers
Source citations in cell comments
Professional appearance

Completeness:

All sections relevant to deal type included
Key risks identified and documented
Valuation analysis complete
Peer comparison adequate

China-Specific Considerations

Regulatory Filings

Filing	Frequency	Source	Key Data
年报 (Annual report)	Annual	巨潮	Full financials, MD&A, risks
中报 (Semi-annual)	Semi-annual	巨潮	Condensed financials
季报 (Quarterly)	Quarterly	巨潮	Condensed financials
业绩预告	As required	巨潮	Directional guidance
重大事项公告	Ad-hoc	巨潮	M&A, contracts, etc.

Common Data Issues

Issue	Solution
千元 vs 元 units	Check 财务报表附注 for units
合并 vs 母公司报表	Use 合并报表 for group analysis
非经常性损益	Flag and normalize
政府补助	Identify and separate
关联交易占比高	Flag for due diligence

Industry-Specific Data

Industry	Special Data Needs
白酒	批价数据, 渠道库存, 经销商数量
半导体	产能数据, 晶圆出货, 客户结构
新能源	装机量, 产能, 技术参数
医药	管线数据, 临床进展, 集采中标
房地产	可售资源, 去化率, 土储

Quality Checks

Before delivering:

Data pack scope clearly defined
All financials complete and accurate
Source materials documented
Adjustments transparent
Peer comparison relevant
Valuation analysis included
Risk factors comprehensive
Excel workbook well-structured
Confidentiality notices included

Data Source Mode Switch: Set env var IFIND_DATA_SOURCE_MODE to control data source preference.

ifind-only (strict): Use iFind only, error if unavailable

ifind-fallback (default): iFind preferred, fallback to AkShare

akshare-only: Skip iFind, use AkShare only

wind-only: Wind only, error if unavailable

wind-fallback: Wind first, fallback to iFind → AkShare