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china-deal-screening

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Screen and evaluate A-share investment opportunities. Adapts the original deal-screening skill for Chinese market data sources, A-share screening criteria, and domestic deal origination. Triggers on "A股标的筛选", "标的筛选", "screening China", "deal screening A-share", "筛选投资标的", or "screen for [criteria]".

QUICK START

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Source SKILL.md: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/agent-plugins/china-earnings-reviewer/skills/china-deal-screening/SKILL.md

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china-deal-screening

Purpose

Screen A股投资标的 — systematic deal screening for Chinese equity investments.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_industry_stocks(industry="...")    → Industry universe
get_quote(ticker)                     → Valuation screening
get_financials(ticker, "income")      → Financial screening
get_index_data("000001")              → Market context

Secondary Sources

  • 东方财富 — stock screener
  • 同花顺 iFinD — screening tool
  • 巨潮 — company filings
  • Wind — professional screening

Workflow

Step 1: Define Screening Criteria

Screening framework:

CategoryCriteriaTypical Range
市值 (Market cap)Min/max¥50亿 - ¥500亿
估值 (Valuation)P/E, P/BP/E 10-30x
成长 (Growth)Revenue/earnings growth>15% YoY
盈利 (Profitability)ROE, marginsROE >15%
财务健康 (Financial health)Debt/equity, current ratioD/E <60%
流动性 (Liquidity)Avg daily volume>¥5000万
治理 (Governance)Ownership structureClean cap table

Step 2: Build Screening Universe

Universe construction:

FilterCriteriaSource
A股主板600/000/001开头的6位代码AkShare
创业板300开头AkShare
科创板688开头AkShare
北交所8/9开头AkShare
ST排除Exclude ST/*STFilter
次新股Exclude <6 monthsFilter

Step 3: Financial Screening

Financial metrics:

MetricFormulaTarget
营业收入增速(Revenue - Revenue_prev) / Revenue_prev>15%
净利润增速(NI - NI_prev) / NI_prev>15%
ROENet Income / Average Equity>15%
毛利率Gross Profit / Revenue>30%
净利率Net Income / Revenue>10%
资产负债率Total Debt / Total Assets<60%
经营现金流/净利润OCF / Net Income>0.8

Step 4: Valuation Screening

Valuation metrics:

MetricFormulaTarget
P/E (TTM)Price / TTM EPS10-30x
P/BPrice / BV per share1-5x
P/SEV / Revenue1-5x
EV/EBITDAEV / EBITDA5-15x
PEGP/E / Growth rate<1.0
股息率Dividend / Price>2% (if applicable)

Step 5: Technical Screening (Optional)

Technical filters:

IndicatorCriteria
股价位置Not at 52-week high
均线Above key MAs
成交量Above average
波动率Moderate

Step 6: Quality Screening

Quality filters:

FactorCheck
审计意见Standard unqualified (标准无保留)
管理层Stable, experienced
股东结构No 质押风险 (pledge risk)
关联交易Reasonable level
诉讼/处罚No material issues

Step 7: Scoring & Ranking

Scoring model:

CategoryWeightScore (1-10)Weighted
估值吸引力25%
成长性20%
盈利能力20%

| 财务健康 | 15% | | | | 质量/治理 | 10% | | | | 流动性 | 10% | | | | Total | 100% | | |

Rank candidates by total score.

Step 8: Due Diligence Queue

Create DD pipeline:

RankCompanyTickerScoreSectorNext Step
1X.XFull DD
2X.XQuick scan
3X.XQuick scan

Screening Templates

Template 1: Growth at Reasonable Price (GARP)

FilterCriteria
P/E10-25x
Revenue growth>20%
ROE>15%
D/E<50%
Market cap>¥100亿

Template 2: Deep Value

FilterCriteria
P/B<1.5x
Dividend yield>3%
D/E<40%
FCFPositive
BusinessStable, understandable

Template 3: Quality Compounder

FilterCriteria
ROE>20% (3Y avg)
Revenue growth>15%
Gross margin>40%
D/E<40%
Market cap>¥200亿

Template 4: Turnaround Candidate

FilterCriteria
Recent loss1-2 years
Revenue troughNear bottom
New managementRecent change
RestructuringIn progress
Industry recoveryImproving

China-Specific Screening Considerations

Market Structure

FactorImpact on Screening
散户主导Retail sentiment matters
政策驱动Policy changes create opportunities
概念/题材Theme investing common
北向资金Foreign flows signal quality
机构持仓Institutional ownership

Common A-share Screening Pitfalls

PitfallIssueMitigation
一次性收益Distorts growth/earningsUse 扣非数据
会计政策Aggressive recognitionCheck notes
关联交易Inflated revenueReview disclosures
大股东质押Pledge riskCheck 质押比例
ST风险Delisting riskExclude ST stocks

Quality Checks

Before finalizing:

  • Criteria well-defined
  • Universe appropriate
  • Data quality verified
  • Scoring model calibrated
  • Top candidates make sense
  • Next steps clear

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