Track and report on A-share portfolio company performance for China-focused private equity funds. Monitors KPIs, financials, and strategic milestones. Adapted from the original portfolio-monitoring skill for Chinese portfolio companies. Triggers on "A股投后管理", "基金投后监控", "portfolio monitoring China", "monitor portfolio company", "投后报告", or "portfolio company review".
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Monitor A股及中国市场投资组合公司表现 — financial performance, operational KPIs, strategic milestones, and risk indicators.
get_quote(ticker) → Stock performance
get_historical_data(ticker) → Price trend
get_financials(ticker, "income") → Revenue, profit
get_financials(ticker, "balance") → Balance sheet health
get_financials(ticker, "cashflow") → Cash generation
get_stock_info(ticker) → Company updates
Financial KPIs (standard):
| KPI | Frequency | Target / Benchmark |
|---|---|---|
| Revenue growth (YoY) | Quarterly | >XX% |
| Gross margin | Quarterly | >XX% |
| Net margin | Quarterly | >XX% |
| EBITDA | Quarterly | Growing |
| Net debt/EBITDA | Quarterly | <Xx |
| FCF | Quarterly | Positive |
| ROE | Quarterly / Annual | >XX% |
Operational KPIs (company-specific):
| Sector | Key KPIs |
|---|---|
| 白酒 | 批价, 动销, 渠道库存, 回款 |
| 半导体 | 产能利用率, 出货量, 良率 |
| 新能源 | 装机量, 产能利用率, 技术参数 |
| 医药 | 研发进度, 临床数据, 集采中标 |
| 消费 | 门店数量, 同店增速, 库存周转 |
| SaaS/科技 | ARR, 客户数, NRR, churn |
Quarterly review template:
【投后监控】[Company] [Q20XX] 回顾
一、财务表现
营业收入: [XX亿] (YoY: [X%]) [vs plan: +/-X%]
毛利率: [XX%] (vs plan: +/-X bps)
净利润: [XX亿] (YoY: [X%]) [vs plan: +/-X%]
EBITDA: [XX亿] (Margin: [XX%])
经营现金流: [XX亿]
资本支出: [XX亿]
自由现金流: [XX亿]
二、资产负债表
现金余额: [XX亿]
有息负债: [XX亿]
净债务: [XX亿]
净资产: [XX亿]
商誉: [XX亿] (% of equity: [XX%])
三、估值跟踪
Current price: [¥XX.XX]
Market cap: [XX亿]
PE (TTM): [Xx]
vs Entry valuation: [Premium/Discount X%]
vs Sector median: [Premium/Discount X%]
四、关键运营指标
[Sector-specific KPIs with trends]
五、重大事项
[Announcements, management changes, M&A, etc.]
六、风险预警
[Risk flags, concerns]
七、下一步
[Actions, meetings, reviews]
Milestone tracking:
| Milestone | Target Date | Status | Notes |
|---|---|---|---|
| e.g., New product launch | Q2 2025 | On track | |
| e.g., Capacity expansion | Q3 2025 | Delayed | 1 quarter |
| e.g., Management hire | Q1 2025 | Complete | |
| e.g., IPO filing | Q4 2025 | In progress |
Value creation levers:
| Lever | Status | Impact |
|---|---|---|
| Revenue growth acceleration | ||
| Margin expansion | ||
| M&A consolidation | ||
| International expansion | ||
| Digital transformation | ||
| Management upgrade |
Red flag indicators:
| Risk | Indicator | Threshold | Action |
|---|---|---|---|
| 经营现金流 | Operating CF | Consecutive quarters negative | Escalate |
| 毛利率 | Gross margin | Decline >500 bps | Review |
| 有息负债 | Net debt/EBITDA | >4.0x | Review |
| 应收账款 | AR days | >120 days | Review |
| 存货 | Inventory days | >90 days | Review |
| 股价 | Share price | -30% from entry | Review |
| 解禁 | Lock-up expiry | <3 months | Monitor |
| 质押 | Pledge ratio | >50% | Flag |
Monthly / Quarterly report structure:
【投后月度/季度报告】[Company]
一、期间概要
[Executive summary of period]
二、财务更新
[Financial KPI table with trends]
三、运营更新
[Operational KPIs, milestones]
四、估值更新
[Current valuation, mark-to-market]
五、风险与问题
[Risk flags, mitigation status]
六、下一步行动
[Board meeting, management call, DD items]
| Factor | Monitoring Implication |
|---|---|
| 涨跌停 | Price movement constraints |
| 北向资金 | Foreign flow trends |
| 龙虎榜 | Unusual trading activity |
| 政策变化 | Regulatory impact on business |
| 行业景气 | Sector cyclical position |
| Issue | Warning Signs | Response |
|---|---|---|
| 商誉减值 | Goodwill >30% of equity | Impairment testing |
| 应收账款积压 | AR growth > revenue growth | Collections push |
| 存货积压 | Inventory days rising | Discounting, write-downs |
| 经营现金流差 | CF < Net income repeatedly | Working capital review |
| 大股东质押 | Pledge ratio rising | Engagement, covenant |
| 关联交易 | Related party revenue high | Monitor for leakage |
| 退市风险 | *ST designation, losses | Exit planning |
| Lever | Description | Typical Impact |
|---|---|---|
| 精益管理 | Operational efficiency | 10-20% margin improvement |
| 渠道优化 | Distribution optimization | 15-30% revenue uplift |
| 数字化转型 | Digital transformation | 20-40% efficiency gain |
| 并购整合 | Add-on acquisitions | 20-50% value creation |
| 国际化 | Overseas expansion | New growth vectors |
| 股权激励 | ESOP implementation | Management alignment |
| 品牌建设 | Brand investment | Pricing power |
Before delivering report:
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: 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.