china-portfolio-monitoring

Business

Track and report on A-share portfolio company performance for China-focused private equity funds. Monitors KPIs, financials, and strategic milestones. Adapted from the original portfolio-monitoring skill for Chinese portfolio companies. Triggers on "A股投后管理", "基金投后监控", "portfolio monitoring China", "monitor portfolio company", "投后报告", or "portfolio company review".

QUICK START

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Source SKILL.md: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/vertical-plugins/private-equity/skills/china-portfolio-monitoring/SKILL.md

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china-portfolio-monitoring

Purpose

Monitor A股及中国市场投资组合公司表现 — financial performance, operational KPIs, strategic milestones, and risk indicators.

Data Sources

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

get_quote(ticker)                        → Stock performance
get_historical_data(ticker)              → Price trend
get_financials(ticker, "income")         → Revenue, profit
get_financials(ticker, "balance")        → Balance sheet health
get_financials(ticker, "cashflow")        → Cash generation
get_stock_info(ticker)                   → Company updates

Secondary Sources

巨潮公告 — material announcements
业绩说明会 — management updates
Wind / Choice — ownership, institutional data
券商研报 — analyst updates

Workflow

Step 1: Define KPIs by Company

Financial KPIs (standard):

KPI	Frequency	Target / Benchmark
Revenue growth (YoY)	Quarterly	>XX%
Gross margin	Quarterly	>XX%
Net margin	Quarterly	>XX%
EBITDA	Quarterly	Growing
Net debt/EBITDA	Quarterly	<Xx
FCF	Quarterly	Positive
ROE	Quarterly / Annual	>XX%

Operational KPIs (company-specific):

Sector	Key KPIs
白酒	批价, 动销, 渠道库存, 回款
半导体	产能利用率, 出货量, 良率
新能源	装机量, 产能利用率, 技术参数
医药	研发进度, 临床数据, 集采中标
消费	门店数量, 同店增速, 库存周转
SaaS/科技	ARR, 客户数, NRR, churn

Step 2: Financial Monitoring

Quarterly review template:

【投后监控】[Company] [Q20XX] 回顾

一、财务表现
   营业收入: [XX亿] (YoY: [X%]) [vs plan: +/-X%]
   毛利率: [XX%] (vs plan: +/-X bps)
   净利润: [XX亿] (YoY: [X%]) [vs plan: +/-X%]
   EBITDA: [XX亿] (Margin: [XX%])
   经营现金流: [XX亿]
   资本支出: [XX亿]
   自由现金流: [XX亿]

二、资产负债表
   现金余额: [XX亿]
   有息负债: [XX亿]
   净债务: [XX亿]
   净资产: [XX亿]
   商誉: [XX亿] (% of equity: [XX%])

三、估值跟踪
   Current price: [¥XX.XX]
   Market cap: [XX亿]
   PE (TTM): [Xx]
   vs Entry valuation: [Premium/Discount X%]
   vs Sector median: [Premium/Discount X%]

四、关键运营指标
   [Sector-specific KPIs with trends]

五、重大事项
   [Announcements, management changes, M&A, etc.]

六、风险预警
   [Risk flags, concerns]

七、下一步
   [Actions, meetings, reviews]

Step 3: Strategic Milestones

Milestone tracking:

Milestone	Target Date	Status	Notes
e.g., New product launch	Q2 2025	On track
e.g., Capacity expansion	Q3 2025	Delayed	1 quarter
e.g., Management hire	Q1 2025	Complete
e.g., IPO filing	Q4 2025	In progress

Step 4: Value Creation Tracking

Value creation levers:

Lever	Status	Impact
Revenue growth acceleration
Margin expansion
M&A consolidation
International expansion
Digital transformation
Management upgrade

Step 5: Risk Monitoring

Red flag indicators:

Risk	Indicator	Threshold	Action
经营现金流	Operating CF	Consecutive quarters negative	Escalate
毛利率	Gross margin	Decline >500 bps	Review
有息负债	Net debt/EBITDA	>4.0x	Review
应收账款	AR days	>120 days	Review
存货	Inventory days	>90 days	Review
股价	Share price	-30% from entry	Review
解禁	Lock-up expiry	<3 months	Monitor
质押	Pledge ratio	>50%	Flag

Step 6: Reporting

Monthly / Quarterly report structure:

【投后月度/季度报告】[Company]

一、期间概要
   [Executive summary of period]

二、财务更新
   [Financial KPI table with trends]

三、运营更新
   [Operational KPIs, milestones]

四、估值更新
   [Current valuation, mark-to-market]

五、风险与问题
   [Risk flags, mitigation status]

六、下一步行动
   [Board meeting, management call, DD items]

China-Specific Monitoring Considerations

Market Context

Factor	Monitoring Implication
涨跌停	Price movement constraints
北向资金	Foreign flow trends
龙虎榜	Unusual trading activity
政策变化	Regulatory impact on business
行业景气	Sector cyclical position

Common Issues in A-share Portfolio Companies

Issue	Warning Signs	Response
商誉减值	Goodwill >30% of equity	Impairment testing
应收账款积压	AR growth > revenue growth	Collections push
存货积压	Inventory days rising	Discounting, write-downs
经营现金流差	CF < Net income repeatedly	Working capital review
大股东质押	Pledge ratio rising	Engagement, covenant
关联交易	Related party revenue high	Monitor for leakage
退市风险	*ST designation, losses	Exit planning

Value Creation Levers (China-specific)

Lever	Description	Typical Impact
精益管理	Operational efficiency	10-20% margin improvement
渠道优化	Distribution optimization	15-30% revenue uplift
数字化转型	Digital transformation	20-40% efficiency gain
并购整合	Add-on acquisitions	20-50% value creation
国际化	Overseas expansion	New growth vectors
股权激励	ESOP implementation	Management alignment
品牌建设	Brand investment	Pricing power

Quality Checks

Before delivering report:

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