Discover and evaluate potential A-share investment opportunities for China-focused private equity and investment strategies. Adapted from the original deal-sourcing skill for Chinese market structure, data sources, and business practices. Triggers on "A股项目挖掘", "投资项目发现", "deal sourcing China", "find A-share deals", "sourcing opportunities China", or "discover investment targets".
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Identify and evaluate A股及中国市场投资机会 — both listed and pre-IPO opportunities for China-focused investment strategies.
get_market_overview() → Market movers
get_industry_stocks(industry="...") → Industry peer lists
get_quote(ticker) → Valuation snapshot
get_financials(ticker, "income") → Financial health check
| Source | Use |
|---|---|
| 巨潮资讯 | Company filings, financials |
| 上交所/深交所 | Announcements, listing data |
| 企查查 / 天眼查 | Corporate structure, shareholders |
| 清科 / 投中数据 | Private equity deal flow |
| 券商直投 / 投行 | Deal pipeline |
| 行业展会/论坛 | Networking, deal sourcing |
Strategy parameters:
| Parameter | Options | Notes |
|---|---|---|
| Stage | Pre-IPO / Growth / Buyout / Distressed | 阶段 |
| Sector | 新能源, 半导体, 医药, 消费, etc. | 行业偏好 |
| Size | 市值区间 / 营收区间 | 投资规模 |
| Geography | 华东, 华南, 华北, etc. | 区域偏好 |
| Ownership | 国企 / 民企 / 混合 | 所有制偏好 |
| Growth | Revenue growth threshold | 成长性要求 |
Screening approaches:
Approach 1: Market-based screen (A-share)
# Use AkShare to pull market data
get_market_overview() # Top gainers/losers/volume
get_industry_stocks(industry="半导体") # Sector peers
Screen filters:
Approach 2: Industry research
Approach 3: Network sourcing
Initial screening criteria:
| Criterion | Threshold | Assessment |
|---|---|---|
| Market size | >XX亿 TAM | Growing market |
| Company position | Top 5-10 in segment | Leadership potential |
| Revenue scale | >X亿 | Minimum viable |
| Growth rate | >XX% | Growth trajectory |
| Margin profile | Gross >XX%, Net >XX% | Profitability |
| Cash generation | Positive FCF | Sustainability |
| Management | Experienced, aligned | Execution capability |
| Competitive position | Moat / differentiation | Sustainability |
Thesis framework:
Why this company?
Why now?
How to win?
What could go wrong?
Profile template:
【项目初筛】[Company]（[Ticker]）
一、基本信息
行业：[Industry]
板块：[Main / ChiNext / STAR / BJSE]
市值：[XX亿]
上市时间：[YYYY]
二、业务概览
主营业务：[Description]
收入结构：[Segments]
核心客户：[Type / concentration]
竞争优势：[Bullets]
三、财务快照
Revenue: [X亿] (YoY: [X%])
Gross Margin: [X%]
Net Margin: [X%]
ROE: [X%]
Net Debt/EBITDA: [Xx]
四、估值快照
Market Cap: [XX亿]
PE (TTM): [Xx]
PB: [Xx]
vs Sector Median: [Premium/Discount X%]
五、投资逻辑
[3-5 bullets]
六、初步风险
[2-3 key risks]
七、下一步
[Management meeting / DD / Pass]
Deal tracking:
| Target | Status | Owner | Next Action | Deadline |
|---|---|---|---|---|
| Prospect → Intro → Active → DD → Closed |
Relationship management:
| Segment | Description | Sourcing Approach |
|---|---|---|
| A股上市 | Already public | Secondary buyouts, 私有化 |
| Pre-IPO | Late-stage private | 券商直投, 产业基金 |
| 北交所 | SME innovation | Sector-specific funds |
| H股/A股 dual | HK + A-share | Premium capture |
| 并购退出 | M&A exit | Corporate buyers |
| Channel | Description | Quality |
|---|---|---|
| 券商投行部 | Investment banking deal flow | High quality, warm |
| FA (财务顾问) | Independent advisors | Medium-high quality |
| 产业网络 | Industry connections | High quality, relationship-based |
| 地方政府 | 招商引进 | Mixed quality, relationship-dependent |
| 展会/论坛 | Industry events | Medium quality, volume |
| 上市公司并购 | Public M&A | High quality, structured |
| Sector | Dynamics | Sourcing Angle |
|---|---|---|
| 半导体 | 国产替代, 产能扩张 | Equipment, materials, design |
| 新能源 | 产能过剩, 出清 | distressed/bankruptcy opportunities |
| 医药 | 创新药, CXO | R&D-driven, global expansion |
| 高端制造 | 国产化, 出海 | Industrial automation, components |
| 消费 | 分化, 品牌化 | Premium brands, distribution |
| AI应用 | 落地加速 | Enterprise AI, industry solutions |
Before advancing target:
Data Source Mode Switch: Set env var
IFIND_DATA_SOURCE_MODEto control data source preference.
ifind-only(strict): Use iFind only, error if unavailableifind-fallback(default): iFind preferred, fallback to AkShareakshare-only, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare): Skip iFind, use AkShare only
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Three-statement financial model for A-share stocks. Adapts the standard 3-statement-model methodology for Chinese accounting standards (CAS), Chinese GAAP differences, and AkShare-sourced financials. Use instead of the original 3-statement-model skill when building integrated IS/BS/CF models for Chinese listed companies.
The English summary is being prepared. Showing the original description.
Build accrual schedules for A-share companies tracking revenue recognition, expense accruals, and working capital timing. Adapted from the original accrual-schedule skill for CAS accounting and Chinese business practices. Triggers on "A股应计项目", "应计计提", "accrual schedule China", "应计账款分析", or "working capital accruals [company]".
The English summary is being prepared. Showing the original description.
Build accrual schedules for A-share fund administration. Tracks revenue recognition, expense accruals, and working capital timing for fund accounting. Adapted from the original accrual-schedule skill for fund accounting standards. Triggers on "基金应计项目", "应计计提基金", "accrual schedule fund", "NAV accruals", or "accruals [fund]".
The English summary is being prepared. Showing the original description.
Assess an A-share portfolio company's AI readiness for China-focused private equity investments. Evaluates data infrastructure, technology stack, talent, and AI adoption opportunities in the Chinese market context. Triggers on "A股公司AI评估", "AI readiness China", "AI assessment portfolio company", "AI转型评估", or "artificial intelligence readiness [company]".
The English summary is being prepared. Showing the original description.
Audit financial models and Excel workbooks for A-share analysis. Adapts the original audit-xls skill for Chinese financial modeling standards, CAS conventions, and A-share-specific checks. Triggers on "A股模型审计", "财务模型核查", "audit model China", "audit xlsx", "模型QC", or "check model [company]".
The English summary is being prepared. Showing the original description.
Forensic financial analysis for A-share companies. Identifies discrepancies, potential irregularities, and earnings quality issues in Chinese financial statements. Adapted from the original break-trace skill for CAS accounting and Chinese market red flags. Triggers on "A股财务核查", "财务异常", "forensic analysis China", "财务舞弊", "earnings quality China", or "investigate [company] financials".
The English summary is being prepared. Showing the original description.