mcpField
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china-strip-profile

china-strip-profile

github.com/jwangkunDocuments87570 installsUpdated 6w ago
Repository

About china-strip-profile

A skill for building A-share target-company profile slides for pitch books and deal materials. It combines company details, financial and market metrics, and investment highlights in a typically single-slide layout.

Key features

  1. 01Compile company and business profiles
  2. 02Summarize financial and market metrics
  3. 03Develop investment highlights
  4. 04Create history and valuation charts
  5. 05Check sources and slide presentation

Use cases

  1. 01Add a target-company profile to a pitch book
  2. 02Prepare a financial snapshot for deal materials
  3. 03Present peer and share-price context on a profile slide

MCP support

The README lists wind-mcp and data tools from iFind and AkShare for company profiles, quotes, financials, historical performance, peers, and news.

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/jwangkun/claude-for-financial-services-cn --skill china-strip-profile

After installing, type/china-strip-profilein Claude Code to confirm it loaded.

Details

From the project README

china-strip-profile

Purpose

Create professional A股目标公司简介/Strip Profile slides for pitch books and deal materials.

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 profile
get_quote(ticker)                         → Current valuation
get_historical_data(ticker)               → Stock performance
get_financials(ticker, "income", "annual")  → Revenue, profit
get_financials(ticker, "balance", "annual") → Assets, debt
get_industry_stocks(industry="...")        → Peer context
get_stock_news(ticker)                    → Recent news
Secondary Sources
  • 巨潮资讯 — annual reports, prospectus (招股说明书)
  • 企查查 / 天眼查 — corporate structure, subsidiaries
  • 公司官网 — investor relations materials
  • 券商研报 — existing research (if covered)

Workflow

Step 1: Gather Target Information

Company basics:

  • 公司全称 (Full name)
  • 股票代码 (Ticker)
  • 上市板块 (Listing board: 主板/创业板/科创板/北交所)
  • 上市日期 (Listing date)
  • 行业分类 (Industry classification)
  • 总部地址 (Headquarters)
  • 员工人数 (Employee count)

Business description:

  • 主营业务 (Core business)
  • 产品/服务 (Products/services)
  • 商业模式 (Business model)
  • 客户结构 (Customer base)
  • 地域分布 (Geographic footprint)

Financial snapshot (most recent):

MetricFY2023FY2022YoY
Revenue (亿)
Net Income (亿)
Gross Margin
Net Margin
ROE
Net Debt/EBITDA

Market data:

  • Current price (latest close)
  • Market cap (总市值 / 流通市值)
  • 52-week high/low
  • YTD performance
  • Average daily turnover
Step 2: Identify Key Investment Highlights

Highlight categories:

  1. Market leadership (市场地位)

    • Market share rank
    • Competitive advantages
    • Barriers to entry

  2. Financial profile (财务特征)

    • Revenue scale and growth
    • Margin profile
    • Cash generation
    • Balance sheet strength

  3. Growth drivers (成长动力)

    • New products / expansion
    • Market opportunities
    • Capacity additions

  4. Valuation context (估值位置)

    • Current multiples vs history
    • vs peers
    • Upside/downside
Step 3: Build Slide Content

Standard strip profile layout (1 slide, typically):

Left panel — Company snapshot:

[公司LOGO/名称] [股票代码]
[行业] | [上市板块] | [上市日期]

公司简介：
[2-3 sentences on business model]

核心财务 (最近财年):
  营业收入: XX亿 (YoY: +XX%)
  净利润: XX亿 (YoY: +XX%)
  毛利率: XX%
  净利率: XX%
  ROE: XX%
  有息负债: XX亿

Right panel — Key metrics / highlights:

[3-5 bullet investment highlights]
- 市场地位: ...
- 成长动力: ...
- 竞争优势: ...
- 估值水平: ...

Bottom — Charts:

  • Revenue / profit history (3-5 years)
  • PE band or comparable multiples
  • Share price performance
Step 4: Visual Design

Design guidelines:

  • Clean, professional layout
  • Consistent with firm's pitch deck template
  • Key numbers prominently displayed
  • Charts simple and readable
  • Chinese labels appropriate for audience

Color scheme (default if no template):

  • Section headers: Dark blue #1F4E79 with white text
  • Data cells: Light grey #F2F2F2 or white
  • Accent: Company brand colors (research via web search)
  • Text: Black / dark grey
Step 5: Quality Check

Before finalizing:

  • All financials sourced from 巨潮 or AkShare
  • Market data current
  • Key highlights compelling and factual
  • Charts readable and properly labeled
  • Brand colors correct (researched, not assumed)
  • Formatting consistent with deck template

China-Specific Considerations

Listing Boards
BoardRequirementsCharacteristics
主板 (Main Board)Profitable, establishedLarge-caps, mature companies
创业板 (ChiNext)Growth, innovationTech, healthcare, growth
科创板 (STAR Market)Hard tech, R&DSemiconductors, biotech, advanced mfg
北交所 (BJSE)SMEs, innovativeSmaller, earlier-stage companies
A-share Specifics
  • 涨跌停 limits affect trading profile
  • 北向资金 ownership tracked for large-caps
  • 股东户数 changes (from quarterly reports)
  • 限售股比例 (restricted shares) affects float
  • 质押比例 (share pledge ratio) — flag if >30%
Industry-Specific Metrics
IndustryKey Metrics to Highlight
白酒批价, 渠道库存, 动销增速
半导体产能利用率, 技术节点, 客户认证
新能源产能, 出货量, 技术路线
医药管线, 研发投入, 集采中标
银行NIM, 不良率, 拨备覆盖率
互联网DAU/MAU, ARPU, 变现效率

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

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