Build a list of potential strategic and financial acquirers for A-share sell-side M&A mandates. Adapted from the original buyer-list skill for Chinese market acquirer universe. Triggers on "A股买方名单", "潜在收购方", "buyer list China", "strategic buyers China", "who would buy this A-share company", or "build buyer universe".
インストールする前に、エージェントに与えられる指示の中身を確認できます。
Build A股潜在收购方名单, identifying both strategic and financial buyers for a sell-side M&A mandate.
wind-mcp（需 WIND_API_KEY 密钥，以 ak_ 开头）get_industry_stocks(industry="...") → Industry peer list
get_quote(ticker) → Valuation for comparable analysis
get_financials(ticker, "income") → Revenue for size comparison
Target characteristics:
Strategic buyer categories:
| Category | Rationale | Examples |
|---|---|---|
| 同业龙头 (Industry peers) | Horizontal integration, market share | 白酒: 头部酒企 |
| 上下游整合 (Vertical integration) | Supply chain control | 车企 → 电池厂 |
| 多元化集团 (Conglomerates) | Diversification | 华润, 招商局 |
| 国企整合 (SOE consolidation) | Policy-driven consolidation | 央企/国企 |
| 民企扩张 (Private expansion) | Growth through M&A | 美的, 海尔 |
For each potential strategic buyer:
Financial buyer categories:
| Category | Description | Typical China Players |
|---|---|---|
| 私募股权 (PE) | Traditional buyout funds | 高瓴, 红杉, 鼎晖, 中信产业基金 |
| 产业基金 (Industry funds) | Sector-specific | 国家集成电路产业投资基金 |
| 并购基金 (Buyout funds) | A-share focused | 中金, 中信, 华泰联合 |
| 国资平台 (SOE investment arms) | Policy-driven | 地方国资, 国投 |
Screening criteria:
Fit scoring matrix:
| Buyer | Strategic Fit | Financial Capacity | Reg. Risk | Historical Activity | Overall Score |
|---|---|---|---|---|---|
| 1-5 | 1-5 | 1-5 | 1-5 |
Scoring criteria:
Priority tiers:
| Tier | Criteria | Approach |
|---|---|---|
| Tier 1 | High strategic fit, strong capacity, low reg risk | Direct outreach first |
| Tier 2 | Good fit, some hurdles | Secondary outreach |
| Tier 3 | Possible fit, significant challenges | Contingency / backup |
Outreach considerations:
Standard buyer list format:
【目标公司】潜在收购方名单
一、战略买方
1. [Buyer Name]
属性：[国企/民企/外企]
逻辑：[Why they would buy]
历史并购：[Relevant deals]
风险：[Regulatory / Integration risks]
优先级：[Tier 1/2/3]
2. ...
二、财务买方
1. [Fund Name]
类型：[PE/产业基金/并购基金]
规模：[AUM]
重点行业：[Sector focus]
投资偏好：[Deet size, hold period]
优先级：[Tier 1/2/3]
2. ...
Key strategic buyer types in China:
| Type | Description | Typical Targets |
|---|---|---|
| 央企集团 | Central SOE conglomerates | Large industrials, resources |
| 地方国企 | Provincial/municipal SOEs | Regional champions |
| 头部民企 | Leading private companies | Adjacent businesses |
| 互联网巨头 | Alibaba, Tencent, ByteDance | Tech, media, consumer |
| 金融机构 | Banks, insurers | Financial services |
| 地产集团 | Real estate developers | Diversification targets |
| Fund Type | Typical Size | Focus | Example Funds |
|---|---|---|---|
| 美元基金 (USD funds) | Large | Growth, buyout | 高瓴, 红杉, Hillhouse |
| 人民币基金 (RMB funds) | Medium | Domestic focus | 中信产业基金, 鼎晖 |
| 产业基金 (Industry funds) | Large | National strategic | 大基金 (半导体) |
| 并购基金 (Buyout funds) | Medium | A-share M&A | 中金资本 |
| Pattern | Description | Frequency |
|---|---|---|
| 借壳上市 | Backdoor listing | Moderate |
| 吸并 | Merger of equals or absorption | Moderate |
| 协议转让 | Block trade / agreement transfer | Common for control |
| 要约收购 | General offer for remaining shares | Required for >30% |
| 定增 | Private placement | Common for acquisitions |
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: Skip iFind, use AkShare onlywind-only: Wind only, error if unavailablewind-fallback: Wind first, fallback to iFind → AkShare
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概要と使いどころ
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.
日本語の概要は準備中です。原文の説明を表示しています。
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]".
日本語の概要は準備中です。原文の説明を表示しています。
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]".
日本語の概要は準備中です。原文の説明を表示しています。
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]".
日本語の概要は準備中です。原文の説明を表示しています。
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]".
日本語の概要は準備中です。原文の説明を表示しています。
Forensic financial analysis for A-share fund holdings and portfolio companies. Adapts the original break-trace skill for fund administration context and Chinese market standards. Triggers on "基金持仓核查", "持仓异常", "forensic fund analysis China", "持仓质量分析", or "investigate [fund] holdings".
日本語の概要は準備中です。原文の説明を表示しています。