Prepare management meeting materials and question lists for A-share investment due diligence. Adapted from the original dd-meeting-prep skill for Chinese business culture and management meeting conventions. Triggers on "A股尽调会议准备", "管理层会议准备", "management meeting China", "DD meeting prep", "管理層访谈准备", or "prepare for management meeting [company]".
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Prepare for A股投资尽调管理层会议 — structured meeting preparation with question lists and material review.
get_stock_info(ticker) → Company overview
get_quote(ticker) → Valuation context
get_financials(ticker, "income") → Financial performance
get_financials(ticker, "balance") → Balance sheet
get_industry_stocks(industry="...") → Peer context
Pre-meeting research checklist:
| Item | Source | Notes |
|---|---|---|
| 公司历史 | 巨潮年报 | Founding story, milestones |
| 股权结构 | 年报 / 企查查 | Ownership, actual controller |
| 业务模式 | 年报, 官网 | How they make money |
| 财务表现 | AkShare / 巨潮 | Trends, quality |
| 行业地位 | 行业报告 | Market share, positioning |
| 管理层背景 | 年报, 官网 | Experience, track record |
| 近期动态 | 公告, 新闻 | M&A, contracts, disputes |
Categorized questions:
1. 公司未来3-5年的战略规划是什么？
- 增长驱动因素：有机增长 vs 并购？
- 重点发展的业务/区域？
- 竞争策略是什么？
2. 行业整合怎么看？
- 公司是否有意参与行业整合？
- 对竞争对手的评估？
3. 技术/产品路线图？
- 研发投入计划？
- 核心技术壁垒？
1. 收入增长驱动因素分解？
- 量 vs 价 vs 产品组合？
2. 毛利率趋势？
- 原材料成本压力？
- 提价能力？
3. 资本配置优先级？
- 分红 vs 再投资 vs 还债？
4. 现金流管理？
- 经营现金流趋势？
- 资本支出计划？
5. 债务结构？
- 有息负债规模和期限？
- 融资渠道？
1. 产能利用率？
2. 供应链管理？
- 关键供应商？
- 备选方案？
3. 客户结构？
- 前五大客户占比？
- 客户留存率？
4. 质量控制体系？
5. 渠道网络？
- 经销商管理？
- 直营 vs 经销？
1. 管理层背景和经验？
- 核心团队 tenure？
- succession planning？
2. 组织架构？
- 关键岗位？
- 人才流失率？
3. 激励机制？
- 管理层激励？
- 员工股权？
4. 企业文化？
- 价值观, 执行力？
1. 核心竞争优势？
- 护城河是什么？
2. 主要竞争对手？
- 如何应对竞争？
3. 进入壁垒？
- 新进入者威胁？
4. 替代品威胁？
- 技术替代风险？
1. 增长机会？
- 新产品/新市场？
- 国际化计划？
2. 并购策略？
- 是否有并购计划？
- 整合能力？
3. 资本支出计划？
- 未来 CapEx 需求？
1. 关键风险因素？
- 行业政策风险？
- 原材料价格波动？
- 竞争加剧？
2. 挑战应对？
- 最担心的竞争对手动作？
- 最大的 operational challenge？
3. 危机管理？
- 过去遇到的重大挑战及应对？
Materials to request (会前材料):
Materials to bring:
Meeting structure (typical 2-3 hour):
| Time | Segment | Content |
|---|---|---|
| 0:00-0:15 | Opening | Introductions, process overview |
| 0:15-0:45 | Management presentation | Company overview by management |
| 0:45-1:45 | Q&A | Structured questioning |
| 1:45-2:15 | Break / informal chat | Relationship building |
| 2:15-2:30 | Wrap-up | Next steps, follow-up items |
Immediate follow-up:
Meeting minutes template:
【管理层会议纪要】[Company] [Date]
参会人员：
买方：[Names, firms]
卖方/管理层：[Names, titles]
一、管理层介绍
[Summary of management presentation]
二、关键问题与回答
1. [Question]: [Answer summary]
2. [Question]: [Answer summary]
...
三、关键发现
[Important insights from meeting]
四、红旗事项
[Red flags or concerns]
五、后续事项
[Follow-up items, deadlines]
六、投资逻辑更新
[How meeting impacted thesis]
| Aspect | Implication |
|---|---|
| 关系建立 | Relationship building important before business |
| 层级意识 | Address most senior person first |
| 面子文化 | Avoid confrontation, read between lines |
| 含蓄表达 | "We'll consider it" may mean no |
| 谈判风格 | Patient, relationship-focused |
| Topic | Specific Questions |
|---|---|
| 实际控制人 | Who is the actual controller? Control structure? |
| 关联交易 | Related party transactions? Arm's length? |
| 政府关系 | Government relationships? Subsidies? |
| 竞争环境 | How do you compete with state-owned peers? |
| 融资能力 | Bank relationships? Credit access? |
| 国际化 | Overseas expansion plans? |
| 接班人 | Succession planning? |
Before meeting:
After meeting:
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
まだレビューはありません。使ってみた感想をお寄せください。
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。