Track A-share sell-side M&A and deal pipeline with milestones, deadlines, and action items. Adapted from the original deal-tracker skill for Chinese market deal processes. Triggers on "A股交易跟踪", "并购进度", "deal tracker China", "M&A pipeline A-share", or "track progress on [deal]".
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Track A股投行交易/并购进度 with structured milestone tracking, deadline management, and action item follow-up.
wind-mcp（需 WIND_API_KEY 密钥，以 ak_ 开头）Deal setup template:
{
"deal_name": "[Target] 股权转让",
"deal_type": "股权收购 / 资产收购 / 吸收合并 / 借壳",
"target": "[Company name] ([Ticker])",
"industry": "[Industry]",
"mandate_date": "[Date]",
"expected_close": "[Date]",
"deal_size": "XX亿",
"status": "Active / On hold / Completed / Terminated"
}
Standard A-share M&A milestones:
| # | Milestone | Typical Duration | Dependencies |
|---|---|---|---|
| 1 | 委托签约 (Mandate signing) | Day 0 | Client agreement |
| 2 | Teaser 制作 | 3-5 days | Information gathering |
| 3 | 买方筛选 (Buyer screening) | 1-2 weeks | IOI responses |
| 4 | NDA 签署 | 1-3 days | Buyer identification |
| 5 | 管理层会议 (Management meeting) | Week 3-4 | Buyer shortlist |
| 6 | 尽调 (Due diligence) | 2-4 weeks | Data room access |
| 7 | 投标 (Bid submission) | Week 6-8 | DD complete |
| 8 | 谈判 (Negotiation) | 2-4 weeks | Best bid selection |
| 9 | 排他 (Exclusivity) | 2-4 weeks | Term sheet signed |
| 10 | SPA 签署 (Signing) | 4-8 weeks | Approvals obtained |
| 11 | 监管审批 (Regulatory approval) | 1-6 months | Filing complete |
| 12 | 交割 (Closing) | Day 0 of closing | All CPs satisfied |
Action item format:
| # | Action | Owner | Deadline | Status | Notes |
|---|---|---|---|---|---|
| 1 | 制作Teaser | [Name] | [Date] | In progress | |
| 2 | 买方联系 | [Name] | [Date] | Not started | 3 target buyers |
| 3 | 管理层会议安排 | [Name] | [Date] | Pending | 需确认日期 |
Standard status format:
【[Deal Name]】周报 [YYYY-MM-DD]
一、本周进展
- [Milestone 1]: [Status update]
- [Milestone 2]: [Status update]
二、下周计划
- [Action 1]
- [Action 2]
三、风险与问题
- [Issue 1]: [Mitigation]
- [Issue 2]: [Escalation needed?]
四、时间表更新
[Updated timeline if changed]
Critical deadlines to track:
| Deadline | Alert Level | Action Required |
|---|---|---|
| IOI submission | High | Confirm receipt |
| FBO submission | High | Final review |
| Management meeting | High | Preparation, logistics |
| Regulatory filing | Critical | Prepare documents |
| SPA signing | Critical | Final terms |
| Closing | Critical | Coordination |
Deal pipeline summary:
| Deal | Stage | Size | Expected Close | Probability | Next Action |
|---|---|---|---|---|---|
| Factor | Impact |
|---|---|
| 反垄断审查 | Can add 60-180 days |
| 国有股权转让 | Requires 评估 and 产权交易所 |
| 外资安全审查 | 30-60 days if foreign buyer |
| 行业准入 | Sector-specific approvals |
| Issue | Typical Impact | Mitigation |
|---|---|---|
| 监管审批延迟 | +30-90 days | Early filing, engage regulators |
| 管理层分歧 | +2-4 weeks | Alignment meetings |
| 买方尽调问题 | +1-2 weeks | Data room preparation |
| 估值差距 | +2-4 weeks | Advisor mediation |
| 审批机关反馈 | Variable | Proactive engagement |
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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.
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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]".
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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]".
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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]".
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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]".
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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".
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