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china-teaser

Draft anonymous one-page company teasers for A-share sell-side M&A processes. Creates compelling blind profiles without revealing the company's identity, adapted for Chinese market conventions. Triggers on "A股Teaser", "盲审材料", "blind profile China", "anonymous teaser A-share", or "sell-side teaser".

中文简介正在准备中。当前显示原文说明。

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包含的文件(1)

  • SKILL.md7.4 KB

SKILL.md(原文)

安装前可以查看交给 AI 代理的指令内容。

china-teaser

Purpose

Draft A股并购盲审Teaser / teaser for sell-side M&A processes — anonymous one-page profiles designed to gauge buyer interest before NDA execution.

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)

# Anonymized financial metrics
get_industry_stocks(industry="...")     → Industry context, peer benchmarks
get_quote(ticker)                       → Valuation ranges (anonymized)
get_financials(ticker, "income")        → Revenue, margins (anonymized)

Secondary Sources

  • 巨潮 — target company filings (anonymized data extraction)
  • Wind / Choice — industry benchmarks
  • 券商研报 — sector overviews for context

Workflow

Step 1: Anonymize Target Information

Strip identifying information:

  • Company name → "Leading [Industry] Player"
  • Ticker → "[Listing Board] -listed Company"
  • Exact location → "Headquartered in [Region]"
  • Specific products → Product categories only
  • Customer names → "Major domestic/international clients"
  • Management names → Titles only

Preserve:

  • Industry/sector
  • Revenue scale (ranges)
  • Margin profile
  • Growth trajectory
  • Market position (leader/challenger)
  • Geographic footprint (regions, not cities)
  • Deal rationale

Step 2: Structure the Teaser

Standard A-share teaser format:

[CONFIDENTIAL — FOR DISCUSSION PURPOSES ONLY]

[ANONYMOUS TARGET]
[Industry Category] | [Listing Board] | [Region]

═══════════════════════════════════════════

INVESTMENT HIGHLIGHTS

• Leading position in [industry] with ~[X%] market share
• Revenue of ~[XX]亿 RMB with [XX%] YoY growth
• [Gross/Operating] margin of [XX%], above sector average
• Strong [competitive advantage: brand/technology/distribution]
• Established [customer base / channel network / R&D platform]
• Attractive valuation at [X]x EV/EBITDA vs peers at [Y]x

═══════════════════════════════════════════

COMPANY OVERVIEW

Business: [Description without names]
Founded: [Year]
Headquarters: [Region]
Employees: ~[XXX]
Listing: [Board] since [Year]

Core Business:
• [Segment 1]: [XX%] of revenue
• [Segment 2]: [XX%] of revenue
• [Segment 3]: [XX%] of revenue

═══════════════════════════════════════════

MARKET POSITION

• #X player in China [industry] market (~[XX]亿 RMB TAM)
• Strong presence in [region/segment]
• Key competitive advantages: [bullet points]
• [XX%] market share in core segment

═══════════════════════════════════════════

FINANCIAL SNAPSHOT

(RMB 亿元)

                   2022    2023    2024E
Revenue            XX      XX      XX
YoY Growth         XX%     XX%     XX%
Gross Profit       XX      XX      XX
Gross Margin       XX%     XX%     XX%
EBITDA             XX      XX      XX
EBITDA Margin      XX%     XX%     XX%
Net Income         XX      XX      XX
Net Margin         XX%     XX%     XX%

═══════════════════════════════════════════

TRANSACTION RATIONALE

• Industry consolidation opportunity — top [X] players control [XX%]
• Synergies: [cost savings / revenue enhancement]
• Attractive valuation vs transaction comps
• Strong [cash flow / growth] supporting leverage capacity

═══════════════════════════════════════════

CONFIDENTIALITY
This teaser is prepared solely for discussion purposes and is subject to a
Non-Disclosure Agreement. All information is provided on a confidential basis
and may not be reproduced or distributed without prior written consent.

[Advisor Name] | [Date]

Step 3: Financial Anonymization

Ranges to use:

ActualDisplay As
15.2亿~15亿
23.7亿~20-25亿
156.3亿~150亿
0.98%~1%
15.23%~15%

Multiple rounding:

  • 8.3x → ~8x
  • 12.7x → ~12-13x
  • 23.45x → ~23x

Step 4: Design

Layout:

  • Single page (A4 or letter)
  • Clean, professional design
  • Firm branding (logo, colors)
  • No company-specific imagery
  • Generic industry imagery acceptable

Visual elements:

  • Company logo: Anonymous icon or generic placeholder
  • Charts: Revenue growth, margin trends (anonymized)
  • Market share: Industry context without naming

Step 5: Distribution Protocol

Distribution rules:

  1. Only to qualified, vetted buyers
  2. Under mutual NDA
  3. Version control (track who received which version)
  4. No forwarding without approval
  5. Digital: PDF with disabled printing/editing preferred

China-Specific Considerations

A-share Market Context

FeatureTeaser Consideration
涨跌停限制Mention as market characteristic
散户投资者Note retail participation level
政策驱动Highlight policy tailwinds/risks
北向资金Foreign ownership trend
外资准入Foreign investment restrictions if applicable

Anonymization Best Practices

Do NOT include:

  • Exact company name or ticker
  • Specific city names (use region: 华东, 华南, 华北)
  • Customer/supplier names
  • Specific product brand names
  • Management names
  • Exact address

DO include:

  • Industry sector (e.g., 白酒, 半导体)
  • Revenue range
  • Margin profile
  • Growth trajectory
  • Market position (# rank)
  • Geographic region (broad)
  • Competitive strengths (general)

China M&A Market Context

Typical teaser distribution:

  • 5-20 potential buyers
  • Mix of strategic and financial
  • 国企买家 often requires longer relationship-building
  • 外资买家 may need additional regulatory context

Valuation context to include:

  • A-share market multiples
  • Recent comparable transactions
  • Control premium range
  • Market sentiment

Quality Checks

Before distributing:

  • All identifying information removed
  • Financial data anonymized appropriately
  • Industry context clear
  • Investment thesis compelling
  • Design professional
  • Distribution list approved
  • NDA in place for all recipients

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

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