china-strip-profile

Purpose

Create professional A股目标公司简介/Strip Profile slides for pitch books and deal materials.

Data Sources

Tier 0 — 万得 Wind（最全面付费数据）

• 覆盖：A股/港美股/基金/指数/债券/宏观/研报/分析（44个工具）
• MCP 服务：wind-mcp（需 WIND_API_KEY 密钥，以 ak_ 开头）
• 优势：全市场覆盖面最广、数据最全面、包含研报和量化分析
• 密钥申请：https://aifinmarket.wind.com.cn/#/home

Tier 1 — 同花顺 iFind（付费精确数据）/ AkShare MCP（Tier-2 免费备选）

get_stock_info(ticker)                     → Company profile
get_quote(ticker)                         → Current valuation
get_historical_data(ticker)               → Stock performance
get_financials(ticker, "income", "annual")  → Revenue, profit
get_financials(ticker, "balance", "annual") → Assets, debt
get_industry_stocks(industry="...")        → Peer context
get_stock_news(ticker)                    → Recent news

Secondary Sources

• 巨潮资讯 — annual reports, prospectus (招股说明书)
• 企查查 / 天眼查 — corporate structure, subsidiaries
• 公司官网 — investor relations materials
• 券商研报 — existing research (if covered)

Workflow

Step 1: Gather Target Information

Company basics:

• 公司全称 (Full name)
• 股票代码 (Ticker)
• 上市板块 (Listing board: 主板/创业板/科创板/北交所)
• 上市日期 (Listing date)
• 行业分类 (Industry classification)
• 总部地址 (Headquarters)
• 员工人数 (Employee count)

Business description:

• 主营业务 (Core business)
• 产品/服务 (Products/services)
• 商业模式 (Business model)
• 客户结构 (Customer base)
• 地域分布 (Geographic footprint)

Financial snapshot (most recent):

Metric	FY2023	FY2022	YoY
Revenue (亿)
Net Income (亿)
Gross Margin
Net Margin
ROE
Net Debt/EBITDA

Market data:

• Current price (latest close)
• Market cap (总市值 / 流通市值)
• 52-week high/low
• YTD performance
• Average daily turnover

Step 2: Identify Key Investment Highlights

Highlight categories:

1. Market leadership (市场地位)

   • Market share rank
   • Competitive advantages
   • Barriers to entry

2. Financial profile (财务特征)

   • Revenue scale and growth
   • Margin profile
   • Cash generation
   • Balance sheet strength

3. Growth drivers (成长动力)

   • New products / expansion
   • Market opportunities
   • Capacity additions

4. Valuation context (估值位置)

   • Current multiples vs history
   • vs peers
   • Upside/downside

Step 3: Build Slide Content

Standard strip profile layout (1 slide, typically):

Left panel — Company snapshot:

[公司LOGO/名称] [股票代码]
[行业] | [上市板块] | [上市日期]

公司简介：
[2-3 sentences on business model]

核心财务 (最近财年):
  营业收入: XX亿 (YoY: +XX%)
  净利润: XX亿 (YoY: +XX%)
  毛利率: XX%
  净利率: XX%
  ROE: XX%
  有息负债: XX亿

Right panel — Key metrics / highlights:

[3-5 bullet investment highlights]
- 市场地位: ...
- 成长动力: ...
- 竞争优势: ...
- 估值水平: ...

Bottom — Charts:

• Revenue / profit history (3-5 years)
• PE band or comparable multiples
• Share price performance

Step 4: Visual Design

Design guidelines:

• Clean, professional layout
• Consistent with firm's pitch deck template
• Key numbers prominently displayed
• Charts simple and readable
• Chinese labels appropriate for audience

Color scheme (default if no template):

• Section headers: Dark blue #1F4E79 with white text
• Data cells: Light grey #F2F2F2 or white
• Accent: Company brand colors (research via web search)
• Text: Black / dark grey

Step 5: Quality Check

Before finalizing:

• All financials sourced from 巨潮 or AkShare
• Market data current
• Key highlights compelling and factual
• Charts readable and properly labeled
• Brand colors correct (researched, not assumed)
• Formatting consistent with deck template

China-Specific Considerations

Listing Boards

Board	Requirements	Characteristics
主板 (Main Board)	Profitable, established	Large-caps, mature companies
创业板 (ChiNext)	Growth, innovation	Tech, healthcare, growth
科创板 (STAR Market)	Hard tech, R&D	Semiconductors, biotech, advanced mfg
北交所 (BJSE)	SMEs, innovative	Smaller, earlier-stage companies

A-share Specifics

• 涨跌停 limits affect trading profile
• 北向资金 ownership tracked for large-caps
• 股东户数 changes (from quarterly reports)
• 限售股比例 (restricted shares) affects float
• 质押比例 (share pledge ratio) — flag if >30%

Industry-Specific Metrics

Industry	Key Metrics to Highlight
白酒	批价, 渠道库存, 动销增速
半导体	产能利用率, 技术节点, 客户认证
新能源	产能, 出货量, 技术路线
医药	管线, 研发投入, 集采中标
银行	NIM, 不良率, 拨备覆盖率
互联网	DAU/MAU, ARPU, 变现效率

Data Source Mode Switch: Set env var IFIND_DATA_SOURCE_MODE to control data source preference.

• ifind-only (strict): Use iFind only, error if unavailable
• ifind-fallback (default): iFind preferred, fallback to AkShare
• akshare-only: Skip iFind, use AkShare only
• wind-only: Wind only, error if unavailable
• wind-fallback: Wind first, fallback to iFind → AkShare