/china-pitch-deck

name: china-pitch-deck
description: Populate A-share investment banking pitch deck templates with data from source files. Adapted from the original pitch-deck skill for Chinese companies, A-share market data, and Chinese business context. Triggers on "A股Pitch Deck", "路演PPT", "pitch deck China", "pitch deck A-share", or "fill pitch template for [company]".

china-pitch-deck

Purpose

Populate **A股投行 Pitch Deck / 路演材料** templates with financial data, charts, and narrative for Chinese target companies.

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 overview
get_quote(ticker)                            → Current valuation, multiples
get_historical_data(ticker)                  → Stock performance chart data
get_financials(ticker, "income", "annual")    → Revenue, profit trends
get_financials(ticker, "balance", "annual")   → Balance sheet
get_financials(ticker, "cashflow", "annual")  → Cash flow
get_industry_stocks(industry="...")            → Peer companies

Secondary Sources

• **巨潮资讯** — annual reports, IR presentations
• **公司官网** — investor relations materials
• **券商研报** — existing research for reference
• **Wind / Choice** — comprehensive data

Workflow

Step 1: Understand the Template

**Typical A-share pitch deck sections:**

| Slide # | Section | Content | |---------|---------|---------| | 1 | Cover | Company name, ticker, transaction overview | | 2 | Executive Summary | Investment highlights, valuation summary | | 3 | Company Overview | Business model, history, structure | | 4 | Industry Overview | Market size, trends, policy | | 5 | Competitive Landscape | Market share, positioning | | 6 | Financial Summary | Revenue, profit, margins (historical) | | 7 | Operating Metrics | Key KPIs by segment | | 8 | Trading Comparables | Peer multiples, dispersion | | 9 | Precedent Transactions | Comparable M&A | | 10 | DCF Valuation | Football field, sensitivity | | 11 | Transaction Rationale | Why now, why this buyer | | 12 | Risks & Mitigations | Key risks and how to address |

Step 2: Gather Data

**For each section, pull required data:**

# Company data
get_stock_info(ticker)
get_quote(ticker)

# Financial history
get_financials(ticker, "income", "annual")
get_financials(ticker, "balance", "annual")
get_financials(ticker, "cashflow", "annual")

# Peer data
peers = get_industry_stocks(industry="...")
for peer in peers:
    get_quote(peer["代码"])
    get_financials(peer["代码"], "income", "annual")

Step 3: Populate Each Slide

**Slide-by-slide guidelines:**

Slide 1: Cover

• Company name and logo
• Stock code and listing board
• Transaction description
• Date and confidentiality

Slide 2: Executive Summary

• 3-5 investment highlights
• Key financial metrics (revenue, profit, growth)
• Valuation summary (range, midpoint)
• Recommendation

Slide 3: Company Overview

• Business description (主营业务)
• History and milestones
• Organizational structure
• Management team
• Geographic footprint

Slide 4: Industry Overview

• Market size and growth (市场规模, 增速)
• Key trends (发展趋势)
• Policy environment (政策环境)
• A-share sector context

Slide 5: Competitive Landscape

• Market share map
• Competitive positioning
• Key competitors with comparison table
• Competitive advantages (竞争优势)

Slide 6: Financial Summary

• Revenue and profit history (3-5 years)
• Margin trends
• Growth rates
• Key ratio trends

Slide 7: Operating Metrics

• Segment revenue breakdown
• Volume/unit metrics
• Capacity/utilization
• Quality metrics (ROE, FCF)

Slide 8: Trading Comparables

• Peer comparison table
• Scatter plot (Growth vs Multiple)
• Multiple dispersion analysis
• Where target trades vs peers

Slide 9: Precedent Transactions

• Comparable China M&A deals
• Transaction multiples
• Premiums paid
• Strategic rationale

Slide 10: DCF & Football Field

• DCF valuation summary
• Football field chart
• Sensitivity tables
• Target price range

Slide 11: Transaction Rationale

• Strategic fit
• Synergy potential
• Why now
• Value creation plan

Slide 12: Risks

• Key risk factors
• Mitigation strategies
• Probability and impact assessment

Step 4: Design & Formatting

**Design principles:**

• Consistent with firm's pitch deck template
• Clean, professional appearance
• Data-driven, not text-heavy
• Key numbers prominent
• Charts simple and readable

**China-specific formatting:**

• 人民币 (CNY) as currency
• A-share terminology (主板/创业板/科创板)
• Chinese company names with tickers
• Policy context where relevant

Step 5: Quality Check

**Before finalizing:**

• [ ] All data sourced from 巨潮 / AkShare
• [ ] Charts readable and properly labeled
• [ ] Numbers consistent across slides
• [ ] Valuation analysis sound
• [ ] Design consistent with template
• [ ] Confidentiality marked
• [ ] All citations included

China-Specific Pitch Considerations

Transaction Context

| Transaction Type | A-share Considerations | |-----------------|------------------------| | 借壳上市 (Backdoor listing) | Shell company analysis, regulatory timeline | | 吸收合并 (Merger) | Exchange ratio, shareholder approval | | 重大资产重组 (Major asset restructuring) | CSRC review, disclosure requirements | | 私有化 (Take-private) | Premium required, relisting timeline | | 产业并购 (Strategic M&A) | Synergy focus, anti-monopoly review |

Valuation Benchmarks

**A-share M&A premiums:**

• Control premium: 20-40% typical
• Strategic premium: 30-50%
• Take-private: 30-50% minimum
• Distressed: varies widely

**Comparable multiples (China):**

• EV/Revenue: 2-10x (varies by sector)
• EV/EBITDA: 6-15x (typical for industrials)
• P/E: 10-40x (sector dependent)

Regulatory Context

**Key regulations to