china-ppt-template-creator

Name: china-ppt-template-creator
Author: jwangkun

github.com/jwangkunDocuments87570 installsUpdated 6w ago

About china-ppt-template-creator

A skill for creating PowerPoint templates for Chinese A-share research and client presentations, aimed at research teams and investment bankers. It specifies master slides, common layouts, style rules, and deliverables, with attention to Chinese fonts and local color conventions.

Key features

01Define template purpose, size, and brand style
02Design master slides and common layouts
03Provide financial, chart, and valuation slide templates
04Specify Chinese fonts, colors, and assets

Use cases

01Create a consistent template for A-share research
02Prepare roadshow or investment committee slides
03Build a slide library with a guide and assets

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/jwangkun/claude-for-financial-services-cn --skill china-ppt-template-creator

After installing, type/china-ppt-template-creatorin Claude Code to confirm it loaded.

Details

From the project README

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

Comments

Markdown supported

Details

Author: jwangkun
Repository: jwangkun/claude-for-financial-services-cn
Category: Documents
Installs: 70
GitHub stars: 875

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