/china-strip-profile

name: china-strip-profile
description: Create one-page company profile slides (strip profiles) for A-share targets in pitch books and deal materials. Adapted from the original strip-profile skill for Chinese companies, A-share market data, and Chinese business terminology. Triggers on "A股公司简介", "公司概况", "strip profile China", "one-pager A-share", or "target profile for [company]".

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