china-ppt-template-creator

Documents

Create PowerPoint templates for A-share investment presentations. Adapts the original ppt-template-creator skill for Chinese business presentation standards and firm branding. Triggers on "A股PPT模板", "投资PPT模板", "create ppt template China", "presentation template", "制作PPT模板", or "build template for [purpose]".

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-ppt-template-creator/SKILL.md

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china-ppt-template-creator

Purpose

Create A股投资分析PPT模板 — standardized PowerPoint templates for Chinese equity research and client presentations.

Data Sources

N/A (template creation)

Workflow

Step 1: Define Template Requirements

Template specification:

Element	Specification
用途	Research / Client / IC / Roadshow
尺寸	Standard 16:9 or 4:3
颜色	Corporate brand colors
字体	Chinese-compatible fonts
Logo	Firm logo placement
页数	Base slides + content slides

Step 2: Master Slide Design

Master slide elements:

Element	Placement	Specification
Firm logo	Top-right	Transparent PNG
Company logo	Top-left (if applicable)
Date	Footer	YYYY年MM月DD日
页码	Bottom-center	"第 X 页"
标题栏	Top	Background color, white text
Footer text	Bottom-left	Confidentiality notice

Step 3: Slide Layouts

Standard layouts:

Layout	Name	Use
封面 (Cover)	Title slide	First slide
章节分隔 (Section)	Section divider	Major sections
标题+内容 (Title+Content)	Standard	Most slides
两栏 (Two-column)	Comparison	Pros/cons, before/after
图表 (Chart)	Data visualization	Charts, tables
图片 (Image)	Full image	Screenshots, photos
引用 (Quote)	Highlight	Key quotes, findings
附录 (Appendix)	Backup	Detailed data

Step 4: Content Slide Templates

Pre-built slide templates:

1. Executive Summary:

[Header bar with "投资摘要"]

左侧:
• [Point 1]
• [Point 2]
• [Point 3]

右侧:
[图表/数据 highlight]

底部:
目标价: ¥XX | 评级: [X] | 上行/下行: X%

2. Financial Table:

[Header bar with "财务数据"]

[Formatted table]
项目 | 2021 | 2022 | 2023 | 2024E | 2025E
-----|------|------|------|-------|-------
营业收入 | | | | |
归母净利润 | | | | |

底部: 数据来源: 公司年报, iFind/AkShare

3. Chart Slide:

[Header bar with "营业收入及增长"]

[Large chart area]
• Title: Clear and descriptive
• Data: Sourced and accurate
• Format: Consistent colors

底部: 数据来源: [Source]

4. Valuation:

[Header bar with "估值分析"]

[Football field chart]
[Methodology table]
目标价: ¥XX - ¥XX

底部: 数据来源: iFind, AkShare

5. Risk Factors:

[Header bar with "风险提示"]

[Numbered risk list]
1. [Risk category]
   • [Specific risk]
   • [Impact assessment]

底部: 本报告仅供内部参考

Step 5: Style Guide

Design standards:

Element	Standard
标题字体	Bold, 32-44pt
正文字体	Regular, 18-24pt
行间距	1.3-1.5x
配色	Primary: #1f4e79 (blue), Secondary: #4472c4
强调色	Red for negative, green for positive
表格	Clean, alternating row colors
图表	Minimal gridlines, clear labels

Step 6: Asset Library

Template assets:

Asset	Format	Usage
Firm logo	PNG (transparent)	Every slide header
Section dividers	PNG/JPG	Section breaks
Icon set	SVG/PNG	Visual elements
Chart templates	Excel-linked	Data slides
Footer	PNG/text	Every slide

Step 7: Template Files

Deliverables:

File	Description
[Name]_Template.pptx	Master template file
[Name]_Slide_Library.pptx	Pre-built slide library
[Name]_Style_Guide.pdf	Design guidelines
Assets/	Logos, icons, backgrounds

Step 8: Usage Instructions

Template usage guide:

使用说明

1. 打开 [Name]_Template.pptx
2. 使用 "新建幻灯片" 选择对应版式
3. 替换占位符内容:
   - [公司名称]
   - [报告标题]
   - [日期]
   - [数据]
4. 更新图表数据链接
5. 替换图片资产
6. 删除说明页

注意事项:
- 不要直接删除母版幻灯片
- 保持颜色和字体一致
- 所有数据需标注来源

China-Specific Considerations

Font Requirements

Font	Usage	Fallback
思源黑体	Preferred body font	微软雅黑
微软雅黑	Common system font	Arial
方正小标宋	Chinese formal titles	SimSun
Times New Roman	English/number

Color Conventions

Color	Meaning	Usage
红色	Negative / Loss / Below	Below benchmark, losses
绿色	Positive / Gain / Above	Above benchmark, gains
蓝色	Corporate / Primary	Headers, key points
灰色	Neutral	Secondary text
黄色	Highlight / Warning	Emphasis, alerts

Rating Color Codes

Rating	Chinese	Color
Buy	买入	Red (A-share convention: red = up)
Accumulate	增持	Light red
Neutral	中性	Yellow/Gray
Reduce	减持	Light green
Sell	卖出	Green

Quality Checks

Before delivering:

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, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare): Skip iFind, use AkShare only