Screen and evaluate A-share investment opportunities. Adapts the original deal-screening skill for Chinese market data sources, A-share screening criteria, and domestic deal origination. Triggers on "A股标的筛选", "标的筛选", "screening China", "deal screening A-share", "筛选投资标的", or "screen for [criteria]".
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
실행 점수 미검증
설치 방법 보기설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.
Screen A股投资标的 — systematic deal screening for Chinese equity investments.
get_industry_stocks(industry="...") → Industry universe
get_quote(ticker) → Valuation screening
get_financials(ticker, "income") → Financial screening
get_index_data("000001") → Market context
Screening framework:
| Category | Criteria | Typical Range |
|---|---|---|
| 市值 (Market cap) | Min/max | ¥50亿 - ¥500亿 |
| 估值 (Valuation) | P/E, P/B | P/E 10-30x |
| 成长 (Growth) | Revenue/earnings growth | >15% YoY |
| 盈利 (Profitability) | ROE, margins | ROE >15% |
| 财务健康 (Financial health) | Debt/equity, current ratio | D/E <60% |
| 流动性 (Liquidity) | Avg daily volume | >¥5000万 |
| 治理 (Governance) | Ownership structure | Clean cap table |
Universe construction:
| Filter | Criteria | Source |
|---|---|---|
| A股主板 | 600/000/001开头的6位代码 | AkShare |
| 创业板 | 300开头 | AkShare |
| 科创板 | 688开头 | AkShare |
| 北交所 | 8/9开头 | AkShare |
| ST排除 | Exclude ST/*ST | Filter |
| 次新股 | Exclude <6 months | Filter |
Financial metrics:
| Metric | Formula | Target |
|---|---|---|
| 营业收入增速 | (Revenue - Revenue_prev) / Revenue_prev | >15% |
| 净利润增速 | (NI - NI_prev) / NI_prev | >15% |
| ROE | Net Income / Average Equity | >15% |
| 毛利率 | Gross Profit / Revenue | >30% |
| 净利率 | Net Income / Revenue | >10% |
| 资产负债率 | Total Debt / Total Assets | <60% |
| 经营现金流/净利润 | OCF / Net Income | >0.8 |
Valuation metrics:
| Metric | Formula | Target |
|---|---|---|
| P/E (TTM) | Price / TTM EPS | 10-30x |
| P/B | Price / BV per share | 1-5x |
| P/S | EV / Revenue | 1-5x |
| EV/EBITDA | EV / EBITDA | 5-15x |
| PEG | P/E / Growth rate | <1.0 |
| 股息率 | Dividend / Price | >2% (if applicable) |
Technical filters:
| Indicator | Criteria |
|---|---|
| 股价位置 | Not at 52-week high |
| 均线 | Above key MAs |
| 成交量 | Above average |
| 波动率 | Moderate |
Quality filters:
| Factor | Check |
|---|---|
| 审计意见 | Standard unqualified (标准无保留) |
| 管理层 | Stable, experienced |
| 股东结构 | No 质押风险 (pledge risk) |
| 关联交易 | Reasonable level |
| 诉讼/处罚 | No material issues |
Scoring model:
| Category | Weight | Score (1-10) | Weighted |
|---|---|---|---|
| 估值吸引力 | 25% | ||
| 成长性 | 20% | ||
| 盈利能力 | 20% |
| 财务健康 | 15% | | | | 质量/治理 | 10% | | | | 流动性 | 10% | | | | Total | 100% | | |
Rank candidates by total score.
Create DD pipeline:
| Rank | Company | Ticker | Score | Sector | Next Step |
|---|---|---|---|---|---|
| 1 | X.X | Full DD | |||
| 2 | X.X | Quick scan | |||
| 3 | X.X | Quick scan |
| Filter | Criteria |
|---|---|
| P/E | 10-25x |
| Revenue growth | >20% |
| ROE | >15% |
| D/E | <50% |
| Market cap | >¥100亿 |
| Filter | Criteria |
|---|---|
| P/B | <1.5x |
| Dividend yield | >3% |
| D/E | <40% |
| FCF | Positive |
| Business | Stable, understandable |
| Filter | Criteria |
|---|---|
| ROE | >20% (3Y avg) |
| Revenue growth | >15% |
| Gross margin | >40% |
| D/E | <40% |
| Market cap | >¥200亿 |
| Filter | Criteria |
|---|---|
| Recent loss | 1-2 years |
| Revenue trough | Near bottom |
| New management | Recent change |
| Restructuring | In progress |
| Industry recovery | Improving |
| Factor | Impact on Screening |
|---|---|
| 散户主导 | Retail sentiment matters |
| 政策驱动 | Policy changes create opportunities |
| 概念/题材 | Theme investing common |
| 北向资金 | Foreign flows signal quality |
| 机构持仓 | Institutional ownership |
| Pitfall | Issue | Mitigation |
|---|---|---|
| 一次性收益 | Distorts growth/earnings | Use 扣非数据 |
| 会计政策 | Aggressive recognition | Check notes |
| 关联交易 | Inflated revenue | Review disclosures |
| 大股东质押 | Pledge risk | Check 质押比例 |
| ST风险 | Delisting risk | Exclude ST stocks |
Before finalizing:
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.
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
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]".
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
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]".
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
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]".
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
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]".
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.
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".
한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.