china-pitch-deck

Documents

Populate A-share investment banking pitch deck templates with data from source files. Adapted from the original pitch-deck skill for Chinese companies, A-share market data, and Chinese business context. Triggers on "A股Pitch Deck", "路演PPT", "pitch deck China", "pitch deck A-share", or "fill pitch template for [company]".

QUICK START

How to use this skill

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Prompt to paste

I want to install this Agent Skill for this project in Codex.

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

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First, summarize what it does, its dependencies, license status if identifiable, and any risks. Show the exact files you propose to add under .agents/skills/china-pitch-deck/. Do not write files or run scripts until I approve.

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china-pitch-deck

Purpose

Populate A股投行 Pitch Deck / 路演材料 templates with financial data, charts, and narrative for Chinese target companies.

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_stock_info(ticker)                        → Company overview
get_quote(ticker)                            → Current valuation, multiples
get_historical_data(ticker)                  → Stock performance chart data
get_financials(ticker, "income", "annual")    → Revenue, profit trends
get_financials(ticker, "balance", "annual")   → Balance sheet
get_financials(ticker, "cashflow", "annual")  → Cash flow
get_industry_stocks(industry="...")            → Peer companies

Secondary Sources

巨潮资讯 — annual reports, IR presentations
公司官网 — investor relations materials
券商研报 — existing research for reference
Wind / Choice — comprehensive data

Workflow

Step 1: Understand the Template

Typical A-share pitch deck sections:

Slide #	Section	Content
1	Cover	Company name, ticker, transaction overview
2	Executive Summary	Investment highlights, valuation summary
3	Company Overview	Business model, history, structure
4	Industry Overview	Market size, trends, policy
5	Competitive Landscape	Market share, positioning
6	Financial Summary	Revenue, profit, margins (historical)
7	Operating Metrics	Key KPIs by segment
8	Trading Comparables	Peer multiples, dispersion
9	Precedent Transactions	Comparable M&A
10	DCF Valuation	Football field, sensitivity
11	Transaction Rationale	Why now, why this buyer
12	Risks & Mitigations	Key risks and how to address

Step 2: Gather Data

For each section, pull required data:

# Company data
get_stock_info(ticker)
get_quote(ticker)

# Financial history
get_financials(ticker, "income", "annual")
get_financials(ticker, "balance", "annual")
get_financials(ticker, "cashflow", "annual")

# Peer data
peers = get_industry_stocks(industry="...")
for peer in peers:
    get_quote(peer["代码"])
    get_financials(peer["代码"], "income", "annual")

Step 3: Populate Each Slide

Slide-by-slide guidelines:

Slide 1: Cover

Company name and logo
Stock code and listing board
Transaction description
Date and confidentiality

Slide 2: Executive Summary

3-5 investment highlights
Key financial metrics (revenue, profit, growth)
Valuation summary (range, midpoint)
Recommendation

Slide 3: Company Overview

Business description (主营业务)
History and milestones
Organizational structure
Management team
Geographic footprint

Slide 4: Industry Overview

Market size and growth (市场规模, 增速)
Key trends (发展趋势)
Policy environment (政策环境)
A-share sector context

Slide 5: Competitive Landscape

Market share map
Competitive positioning
Key competitors with comparison table
Competitive advantages (竞争优势)

Slide 6: Financial Summary

Revenue and profit history (3-5 years)
Margin trends
Growth rates
Key ratio trends

Slide 7: Operating Metrics

Segment revenue breakdown
Volume/unit metrics
Capacity/utilization
Quality metrics (ROE, FCF)

Slide 8: Trading Comparables

Peer comparison table
Scatter plot (Growth vs Multiple)
Multiple dispersion analysis
Where target trades vs peers

Slide 9: Precedent Transactions

Comparable China M&A deals
Transaction multiples
Premiums paid
Strategic rationale

Slide 10: DCF & Football Field

DCF valuation summary
Football field chart
Sensitivity tables
Target price range

Slide 11: Transaction Rationale

Strategic fit
Synergy potential
Why now
Value creation plan

Slide 12: Risks

Key risk factors
Mitigation strategies
Probability and impact assessment

Step 4: Design & Formatting

Design principles:

Consistent with firm's pitch deck template
Clean, professional appearance
Data-driven, not text-heavy
Key numbers prominent
Charts simple and readable

China-specific formatting:

人民币 (CNY) as currency
A-share terminology (主板/创业板/科创板)
Chinese company names with tickers
Policy context where relevant

Step 5: Quality Check

Before finalizing:

All data sourced from 巨潮 / AkShare
Charts readable and properly labeled
Numbers consistent across slides
Valuation analysis sound
Design consistent with template
Confidentiality marked
All citations included

China-Specific Pitch Considerations

Transaction Context

Transaction Type	A-share Considerations
借壳上市 (Backdoor listing)	Shell company analysis, regulatory timeline
吸收合并 (Merger)	Exchange ratio, shareholder approval
重大资产重组 (Major asset restructuring)	CSRC review, disclosure requirements
私有化 (Take-private)	Premium required, relisting timeline
产业并购 (Strategic M&A)	Synergy focus, anti-monopoly review

Valuation Benchmarks

A-share M&A premiums:

Control premium: 20-40% typical
Strategic premium: 30-50%
Take-private: 30-50% minimum
Distressed: varies widely

Comparable multiples (China):

EV/Revenue: 2-10x (varies by sector)
EV/EBITDA: 6-15x (typical for industrials)
P/E: 10-40x (sector dependent)

Regulatory Context

Key regulations to reference:

《上市公司重大资产重组管理办法》
《上市公司收购管理办法》
反垄断审查 (SAMR)
经营者集中申报 thresholds

Quality Checks

Before delivering:

All financial data sourced and accurate
Valuation analysis complete
Charts and tables populated correctly
Design consistent with template
China-specific context included
Risk factors appropriate
Confidentiality marked

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