Create PowerPoint templates for A-share investment presentations. Adapts the original ppt-template-creator skill for Chinese business presentation standards and firm branding. Triggers on "A股PPT模板", "投资PPT模板", "create ppt template China", "presentation template", "制作PPT模板", or "build template for [purpose]".
The English summary is being prepared. Showing the original description.
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Create A股投资分析PPT模板 — standardized PowerPoint templates for Chinese equity research and client presentations.
N/A (template creation)
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 |
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 |
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 |
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
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 |
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 |
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 |
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
| 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 | 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 | 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 |
Before delivering:
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.