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announcement-analysis

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Updated 10-15 19:55

About this skill

Major Announcement Interpretation Skill

Skill Positioning

This skill helps professionals such as fund industry researchers and investment managers quickly and professionally interpret major announcements of listed companies,with gildata-aidata financial data services as the core data source, and generate structured interpretation reports. The core methodology adopts the standard commentary framework of brokerage research reports, focusing on marginal change extraction and expectation gap analysis.

Core Advantages:

  • ✅ gildata-aidata professional data source: All financial data, valuation data, and consensus expectations are preferentially obtained through the gildata-aidata service
  • ✅ Professional analysis framework: Adopts the standard commentary framework of brokerage research reports, focusing on marginal change and expectation gap analysis
  • ✅ Comprehensive scenario coverage: Supports specialized analysis templates for 13 types of announcements
  • ✅ Structured output: Standardized Markdown format reports, suitable for investment decision reference

Output Format:

  • By default, generate a structured Markdown format report
  • If the user explicitly requests a Word document, relevant tools can be called to generate it
  • The report content includes a complete set of sections such as core announcement overview, financial data analysis, investment highlights summary, and risk warnings

Trigger Scenarios

This skill should be triggered when the user raises any of the following needs:

Scenario Type Typical Expression
Announcement interpretation "Help me interpret the announcement of XX company", "What does this announcement mean", "Analyze this announcement"
Earnings analysis "How is XX company's performance", "Financial report interpretation", "Earnings forecast analysis", "Earnings flash report commentary"
Capital operations "How to view the private placement", "M&A and restructuring analysis", "Convertible bond commentary", "Impact of rights issue"
Equity changes "How to view major shareholder reduction", "Increase in holdings analysis", "Buyback commentary", "Equity pledge risk"
Business matters "Impact of major contracts", "Outbound investment analysis", "How are equity incentives"
Risk events "How big is the impact of being penalized", "Litigation risk analysis", "Delisting risk"

Workflow

Step 1: Evaluate Input Information

First confirm the following information with the user:

  1. Announcement source: Has the user provided the original announcement file (PDF/text), announcement link, or only the company name and announcement type?
  2. Company information: Company name and stock code (if the user has not provided them, ask)
  3. Announcement type: Which category it belongs to (if the user has not specified, automatically identify it based on the announcement content)

Information acquisition strategy:

  • If the user has provided an announcement file/link → proceed directly to Step 2
  • If the user provides only the company name + announcement type → prioritize using the gildata-aidata service to query announcement information, supplemented by web_search Search for the latest announcements
  • If the information is insufficient → ask the user

Step 2: Announcement Classification and Importance Rating

Automatically rate based on announcement type:

Rating Announcement Type
★★★★★ Annual report, semi-annual report, major asset restructuring, change of control
★★★★☆ Quarterly report, earnings forecast, targeted additional issuance, major contracts, large-proportion increases/decreases in holdings (>5%)
★★★☆☆ Earnings flash report, equity incentive, buyback, outbound investment, small-proportion increases/decreases in holdings
★★☆☆☆ Related-party transactions, equity pledge, changes in directors/supervisors/senior management, general litigation

Step 3: Obtain announcement-related data through gildata-aidata

Core principle: For all financial data, valuation data, and consensus forecast queries, prioritize using the gildata-aidata service.

A-share company data query tool matrix

Data Category gildata-aidata Tool query parameter example
Financial statements FinancialStatement "Wuliangye 2024 annual report income statement balance sheet cash flow statement"
Financial analysis indicators FinancialAnalysis "Wuliangye 2024 gross margin net margin ROE ROIC debt-to-asset ratio"
Main business composition MainOperIncData "Wuliangye 2024 by product by industry by region revenue cost gross margin"
Consensus forecast ConsensusExpectation "Wuliangye 2024 2025 2026 revenue net profit EPS consensus forecast"
Earnings forecast PerformanceForecast "Wuliangye 2024 earnings forecast net profit growth rate"
Earnings flash report PerformanceExpress "Wuliangye 2024 earnings flash report revenue profit"
Valuation data StockValueAnalysis "Wuliangye PE PB PS EV dividend yield"
Institutional rating InstitutionalRating "Wuliangye institutional rating rating score"
Dividend records BonusStock "Wuliangye historical dividends dividend plan"
Targeted additional issuance data PrivatePlacement "Wuliangye targeted additional issuance issuance plan fundraising projects"
Buyback data Repurchase "Wuliangye buyback plan progress"
Increase/decrease in holdings data ShareholdingChange "Wuliangye increase/decrease in holdings shareholder changes"
Equity incentive EquityIncentive "Wuliangye equity incentive plan assessment conditions"
Major contracts MajorContract "Wuliangye major contract amount customer"
Equity pledge SharePledge "Wuliangye equity pledge pledge ratio"
Litigation and penalties LitigationPunishment "Wuliangye litigation penalty announcement"
External guarantees ExternalGuarantee "Wuliangye external guarantees guarantee balance"
Reference for financial report performance commentary AShareFinancialReportReview "Wuliangye 2024 annual report performance commentary"

Hong Kong stock company data query tool matrix

Data Category gildata-aidata Tool query parameter example
Hong Kong stock financial statements HKFinancialStatement "Tencent Holdings 2024 financial statements"
Hong Kong stock main business composition HKMainOperIncData "Tencent Holdings 2024 revenue by business"
Hong Kong stock valuation HKStockValueAnalysis "Tencent Holdings PE PB dividend yield"

U.S. stock company data query tool matrix

Data category gildata-aidata tools query parameter example
U.S. stock financial statements USFinancialStatement "Apple 2024 financial statements"
U.S. stock financial analysis USFinancialAnalysis "Apple 2024 gross margin ROE net margin"
U.S. stock valuation USValuationMetrics "Apple PE PB PS"

Data acquisition execution order

Select the corresponding gildata-aidata tool call order based on the announcement type:

Periodic reports/earnings announcements:

  1. AShareFinancialReportReview(A-shares only): Obtain ready-made financial report earnings commentary text as analysis reference
  2. FinancialStatement: Obtain core data from the three major financial statements
  3. FinancialAnalysis: Obtain financial analysis indicators
  4. ConsensusExpectation: Obtain market consensus expectations to determine whether earnings exceeded expectations
  5. StockValueAnalysis: Obtain valuation data

Capital operation announcements (private placement/M&A/rights issue):

  1. PrivatePlacement or related tools: Obtain issuance plan details
  2. FinancialStatement: Obtain basic company financial data
  3. StockValueAnalysis: Obtain valuation data to determine the reasonableness of the issuance price
  4. ConsensusExpectation: Obtain consensus expectations and analyze the impact of EPS dilution

Equity change announcements (increase/decrease in holdings/buyback/pledge):

  1. ShareholdingChange / Repurchase / SharePledge: Obtain change details
  2. StockValueAnalysis: Obtain current valuation to determine the reasonableness of the change price
  3. FinancialStatement: Obtain financial data and analyze the impact of the change

Business matter announcements (contracts/investment/incentives):

  1. MajorContract / EquityIncentive etc.: Obtain announcement details
  2. FinancialStatement: Obtain basic financial data and analyze the degree of impact
  3. MainOperIncData: Obtain business structure and analyze synergies

If gildata-aidata data is incomplete: Use web_search supplementary query

Step 4: Core analysis (six-element framework)

Conduct a systematic analysis of the announcement, covering the following six major elements:

1. Nature of the event: Announcement type identification, trigger cause analysis, compliance judgment, whether it is first-time disclosure

2. Core content: Extract key data (amount, proportion, term, conditions), sort out core terms, counterparty/partner information

3. Financial impact(select applicable dimensions based on announcement type):

  • Periodic reports: revenue/profit growth rate, gross margin/net margin changes, cash flow quality, ROE DuPont decomposition
  • Capital operations: EPS dilution/accretion, debt ratio changes, reasonableness of fundraising use, target valuation
  • Business matters: revenue contribution ratio, profit margin estimate, capacity utilization, execution cycle
  • Equity changes: change amount, price, proportion, impact on equity structure

4. Strategic significance: Impact on the company's long-term development, changes in the competitive landscape, changes in industry chain position

5. Expectation gap analysis(core analysis):

  • What was the market's previous consensus expectation?
  • What marginal changes/new information did the announcement bring?
  • What information may be misread or ignored by the market?
  • Conclusion: exceeded expectations / in line with expectations / below expectations

6. Investment recommendations: Comprehensive rating recommendation, core bullish/bearish logic, follow-up catalysts to watch

Step 5: Conduct specialized analysis by announcement type

Select the corresponding specialized analysis template based on the announcement type (see the latter part of the skill file for details).

Step 6: Generate a structured report

Step 6.1: Organize the content structure

Organize the report content according to the [Report Structure] below, and output in Markdown format.

Step 6.2: Format the output

  1. Use Markdown heading levels (#, ##, ###) to organize sections
  2. Use tables to present financial data and comparison information
  3. Use lists to present key points and risk warnings
  4. Use bold to emphasize key data and conclusions
  5. Ensure clear logic and a well-organized structure

Step 6.3: Output the report

Present the complete structured report directly to the user, with no need to generate a file (unless the user specifically requests it).


Report Structure (Markdown format)

1. Main Title

# [公司名称]([股票代码])重点公告解读

2. Preparation Date

编制日期:YYYY 年 MM 月 DD 日

3. Core Announcement Overview (Multi-Announcement Scenario)

  • Use a table to present a comparison of multiple announcements
  • Columns: Announcement Type | Disclosure Date | Core Content | Key Data
  • Applicable to scenarios where multiple related announcements are interpreted simultaneously

4. Specialized Interpretation of Each Announcement (by announcement type, by section)

Earnings Flash Report/Financial Report Category:

  • Main Financial Data Table (7-8 rows, 5 columns): Indicator | Current Period | Prior Period | Year-over-Year Change | Remarks
  • Financial Status Table (4-5 rows, 4 columns): Indicator | End-of-Period Value | Beginning-of-Period Value | Change
  • Performance Highlights Analysis (by dimensions such as revenue side, profit side, cash flow, etc.)

Guarantee/Related-Party Transaction Category:

  • Guarantee Matters Detail Table
  • Guarantee Balance Situation
  • Risk Analysis (1-2 paragraphs)

Dividend Category:

  • Dividend Plan Table (5 rows, 2 columns)
  • Dividend Policy Analysis (dividend payout ratio, frequency, cumulative scale)
  • Dividend Yield Calculation

Share Repurchase Category:

  • Share Repurchase Detail Table
  • Share Repurchase Impact Analysis (EPS, ROE, confidence signaling, capital structure)
  • Synergistic Effect with Dividends

5. Comprehensive Assessment and Investment Recommendation

  • Company Strengths Table (5 rows, 2 columns): Dimension | Assessment
  • Matters to Watch (numbered list, 3-4 items)
  • Investment Points Summary (1-2 paragraphs)
  • Core Highlights (marked with the √ symbol, 3-4 items)
  • Risk Warnings (marked with the △ symbol, 2-3 items)

6. Important Time Nodes

  • Table format: Time | Matter
  • 5-6 rows of key dates

7. Disclaimer

Disclaimer: This interpretation is compiled based on public information and is for reference only; it does not constitute any investment advice. Investors should be aware of investment risks, make independent judgments, and make decisions prudently.


Format Specifications

Heading Levels

  • Main Title: Use # level-1 heading
  • Level-1 Heading: Use ## level-2 heading (e.g., "I. Core Announcement Overview")
  • Level-2 Heading: Use ### level-3 heading (e.g., "2.1 Main Financial Data")

Table

  • Use standard Markdown table syntax
  • Use |---| to separate the header row from the data rows
  • Ensure columns are clearly aligned

Emphasis

  • Bold: Use **文本** to emphasize key data and conclusions
  • Italic: Use *文本* to indicate explanatory content

Lists

  • Numbered list: Use 1. 2. 3. to present ordered content
  • Bulleted list: Use - to present parallel key points

Special symbols

  • Core highlights: Use √ (Unicode: \u221A)
  • Risk alerts: Use △ (Unicode: \u25B3)

Specialized analysis templates

Template 1: Periodic reports (annual report/semi-annual report/quarterly report)

Core analysis dimensions:

Dimension Analysis points
Revenue side Total revenue growth (year-over-year/quarter-over-quarter), breakdown of revenue by business, revenue structure by region, changes in the proportion of new businesses
Profit side Growth in net profit attributable to parent company, growth in net profit after deducting non-recurring items, trends in gross margin/net margin, expense ratios (sales/management/R&D/financial)
Cash flow Ratio of operating cash flow to net profit (>1 is preferable), cash collection ratio, pace of capital expenditure
Asset quality Inventory changes and inventory turnover days, accounts receivable changes and aging, goodwill as a proportion of net assets, interest-bearing debt ratio
Shareholder structure Changes among the top ten shareholders, changes in institutional holdings, changes in northbound capital
ROE DuPont decomposition Net profit margin × total asset turnover × equity multiplier, to identify the core drivers of changes in ROE

Template 2: Earnings forecasts/earnings flash reports

Core analysis dimensions:

  • Range analysis: midpoint of the forecast range vs consensus expectations, to judge the degree of earnings surprise
  • Quarterly breakdown: back-calculate Q4 single-quarter (or corresponding quarter) performance and compare it quarter-over-quarter with Q3
  • Reasons for changes: distinguish the impact of recurring and non-recurring gains and losses
  • Full-year rhythm: whether the profit proportion of each quarter conforms to historical seasonal patterns
  • Guidance signals: management's business outlook and capital expenditure plans for the next year

Template 3: Mergers and acquisitions

Core analysis dimensions:

Dimension Analysis points
Transaction plan Total transaction consideration, payment method (cash/shares/mixed), lock-up arrangements
Target quality Target company's revenue/profit scale and growth rate, industry position, core competitiveness
Valuation reasonableness PE/PB/PS multiples vs comparable transactions in the same industry, premium rate (vs book net assets)
Performance commitments Commitment period, committed profit amount, required average annual compound growth rate, compensation clauses
Synergies Business synergies (customer/channel/product complementarity), cost synergies, financial synergies
EPS Impact Estimate the dilution/accretion effect on earnings per share after the transaction is completed

Template 4: Private Placement/Rights Issue/Convertible Bonds

Core analysis dimensions:

Dimension Key analysis points
Issuance Plan Proposed fundraising amount, maximum number of shares to be issued, pricing method (competitive bidding/fixed price), lock-up period
Fundraising Projects Investment amount for each project, construction period, expected time to reach production, expected rate of return
Equity Dilution Ratio of newly issued shares to existing total share capital, degree of dilution of EPS
Subscribers Subscription ratio by major shareholders/strategic investors (a high subscription ratio is seen as a positive signal)
Reasonableness of Use of Funds Synergy with the company's existing business, whether it resolves capacity bottlenecks

Template 5: Increase/Decrease in Shareholding Announcements

Core analysis dimensions:

Dimension Key analysis points
Entity of Change Controlling shareholder/actual controller, executives, institutional investors (different entities have different signal meanings)
Scale of Change Number of shares changed, proportion of total share capital, amount involved
Change Price Average transaction price vs current stock price, vs historical purchase cost
Reason for Change Own funding needs, optimism about the company's development (increase in holdings), reduction after lock-up expiry, fund maturity (decrease in holdings)
Follow-up Plans Whether there are plans to continue increasing/decreasing holdings, commitment to increase holdings (amount/period)

Signal Interpretation:

  • Increase in holdings: Increases by controlling shareholders/executives are usually positive signals (especially large increases with own funds)
  • Decrease in holdings: Need to distinguish passive reductions (lock-up expiry, forced liquidation of pledged shares) from active reductions; active large reductions are negative

Template 6: Equity Incentive/Employee Stock Ownership

Core analysis dimensions:

Dimension Key analysis points
Incentive Scope Number of people covered, proportion of core technical/management personnel
Grant Price Discount rate of exercise price/grant price vs current stock price
Assessment Indicators Revenue growth targets, profit growth targets, ROE and other return indicator requirements
Challenge of Assessment Compare with historical growth rates and industry levels to judge whether the targets are challenging
Expense Impact Total share-based payment expenses, amortization period, proportion of impact on profit in each year

Template 7: Major Contracts

Core analysis dimensions:

Dimension Key analysis points
Contract Scale Contract amount, proportion of the most recent annual revenue (>10% is considered major)
Contract Counterparty Customer's industry position, credit status, historical cooperation
Execution Pace Contract term, execution arrangements by year/stage, acceptance milestones
Revenue Recognition Revenue recognition by percentage-of-completion method or final acceptance method, contribution to performance in the current and future years
Strategic value Whether it opens up new customers/new markets/new fields, whether it has benchmark effect and replicability

Template 8: Share Repurchase Announcement

Core analysis dimensions:

Dimension Analysis points
Repurchase plan Upper and lower limits of repurchase amount, upper limit of repurchase price, repurchase period, source of funds
Purpose of repurchase Cancellation to reduce registered capital (most favorable), employee shareholding/equity incentive, market value management
Repurchase intensity Repurchase amount as a proportion of market value, as a proportion of free cash flow
Signal significance Management's judgment that the stock price is undervalued, stock price performance after historical repurchases
Execution progress Proportion already repurchased, remaining quota, whether the repurchase pace is accelerating

Template 9: Equity Pledge/Release of Pledge

Core analysis dimensions:

Dimension Analysis points
Pledge scale Cumulative pledge ratio (>50% requires caution), this pledge as a proportion of shareholding
Purpose of pledge Financing use (personal needs vs company operations vs investment)
Liquidation risk Estimated liquidation line vs safety margin of the current stock price, ability to supplement pledges
Release of pledge signal Release of pledge is usually a positive signal, indicating eased funding pressure

Template 10: External Investment/Related-Party Transactions

Core analysis dimensions:

Dimension Analysis points
Investment scale Investment amount as a proportion of net assets, source of funds
Investment target Synergy with the main business, industry prospects of the target, reasonableness of valuation
Fairness of related-party transactions Pricing basis, whether there is an independent evaluation, whether it harms the interests of minority shareholders
Approval procedure Whether shareholder meeting review is required, whether related shareholders abstain from voting

Template 11: Risk Events (Litigation/Penalties/Delisting Risk)

Core analysis dimensions:

Dimension Analysis points
Nature of the event Amount involved, type of violation, severity
Financial impact Estimated compensation/penalty amount vs the company's net assets and net profit scale
Operational impact Whether it affects normal production and operations, whether it leads to loss of qualifications
Reputation impact Impact on customer relationships, financing capacity, and market image
Subsequent evolution Case progress timetable, whether settlement is possible, worst-case scenario analysis

Template 12: Profit Distribution/Dividends

Core analysis dimensions:

Dimension Analysis points
Dividend plan Dividend amount per 10 shares (tax included), bonus share/stock dividend ratio, total dividend amount
Dividend payout ratio As a proportion of net profit attributable to parent company, compared with historical dividend payout ratio
Dividend frequency Annual dividends, interim dividends, special dividends
Dividend yield Calculate the dividend yield based on the current stock price and compare it with industry/bond yields
Cumulative dividends Cumulative dividend amount and number of dividend years since listing
Buyback synergy Total shareholder return scale of dividends + buybacks

Template 13: Guarantee Announcement

Core analysis dimensions:

Dimension Analysis points
Guarantee details Guarantee method, amount, term, guarantee recipient
Guarantee balance Cumulative guarantee balance, proportion of net assets
Guarantee risk Whether the guarantee is for a subsidiary within the consolidated statements, whether there are overdue records
Quota source Whether approved by the shareholders' meeting, remaining quota
Risk analysis Whether the guarantee ratio is below the warning line (usually <30% is safe)

Analysis quality requirements

  1. Data-driven: All conclusions must be supported by specific data in the announcement, avoiding vague descriptions
  2. Marginal thinking: Focus on analyzing "what changed" rather than "what it is"
  3. Expectation comparison: Be sure to compare the announcement information with the market consensus expectations
  4. Consider both positive and negative: Analyze both favorable factors and risk hazards, maintaining objectivity and neutrality
  5. Concise and professional: Use professional but not obscure language, and keep investment points to 3-5 items
  6. Format standards: Strictly follow Markdown format standards to ensure clear output structure and distinct hierarchy

Tool usage guidelines

Tool Purpose
finx gildata-aidata Core data source, obtain financial statements, financial analysis indicators, main business composition, consensus expectations, valuation, private placements, buybacks, increases and decreases in holdings, equity incentives, major contracts, equity pledges, litigation penalties, external guarantees and other data
web_search Supplementary query, used for original announcement texts, public opinion, market comments, etc. that gildata-aidata cannot cover
web_fetch Obtain original announcement texts and detailed research report content from specific URLs
file Read announcement files uploaded by users (PDF/text)

Important principles:

  • All financial data, valuation data, and consensus expectation queries must prioritize the gildata-aidata service
  • If gildata-aidata data is incomplete, web_search queries may be used as a supplement
  • If the user provides announcement files, prioritize parsing the file data and use gildata-aidata to supplement derived data
  • After all data is obtained, cross-verification is required to ensure data accuracy

Notes

  1. If the user does not provide the original announcement text, prompt the user to upload it or provide a link
  2. Briefly explain technical terms when they first appear
  3. A disclaimer must be added at the end of the report
  4. Use the current date as the interpretation date
  5. Data source priority: gildata-aidata > company announcements > brokerage research reports > financial news
  6. In multi-announcement scenarios, use tables to compare and display the core information of each announcement
  7. Use √ and △ symbols to mark highlights and risks to enhance readability
  8. If the user explicitly requests a Word document, inform the user that the current default output is Markdown format, and if Word is needed, it can be handled separately.
  9. Missing data handling: If some data from gildata-aidata cannot be obtained, mark "undisclosed" in the corresponding position. Do not fabricate data.

gildata-aidata tool calling guide

Query format instructions

The gildata-aidata tool uses natural language query parameters. The calling format is as follows:

finx gildata-aidata <工具名> --body '{"query": "<公司名称> <报告期> <查询内容>"}'

Common query templates for A-share companies

# 财务报表(三大表)
finx gildata-aidata FinancialStatement --body '{"query": "五粮液 2024 年年报 利润表 资产负债表 现金流量表"}'

# 财务分析指标
finx gildata-aidata FinancialAnalysis --body '{"query": "五粮液 2024 年 毛利率 净利率 ROE ROIC 资产负债率 应收账款周转率 存货周转率"}'

# 主营构成
finx gildata-aidata MainOperIncData --body '{"query": "五粮液 2024 年 分产品 分行业 分地区 收入 成本 毛利率"}'

# 一致预期
finx gildata-aidata ConsensusExpectation --body '{"query": "五粮液 2024 2025 2026 营收 净利润 EPS 一致预期"}'

# 估值数据
finx gildata-aidata StockValueAnalysis --body '{"query": "五粮液 PE PB PS EV 股息率"}'

# 机构评级
finx gildata-aidata InstitutionalRating --body '{"query": "五粮液 机构评级 评级分数"}'

# 业绩预告
finx gildata-aidata PerformanceForecast --body '{"query": "五粮液 2024 年 业绩预告 净利润 增速"}'

# 业绩快报
finx gildata-aidata PerformanceExpress --body '{"query": "五粮液 2024 年 业绩快报 营收 利润"}'

# 定增数据
finx gildata-aidata PrivatePlacement --body '{"query": "五粮液 定增 发行方案 募投项目"}'

# 回购数据
finx gildata-aidata Repurchase --body '{"query": "五粮液 回购 方案 进度"}'

# 增减持数据
finx gildata-aidata ShareholdingChange --body '{"query": "五粮液 增减持 股东变动"}'

# 股权激励
finx gildata-aidata EquityIncentive --body '{"query": "五粮液 股权激励 方案 考核条件"}'

# 重大合同
finx gildata-aidata MajorContract --body '{"query": "五粮液 重大合同 金额 客户"}'

# 股权质押
finx gildata-aidata SharePledge --body '{"query": "五粮液 股权质押 质押比例"}'

# 诉讼处罚
finx gildata-aidata LitigationPunishment --body '{"query": "五粮液 诉讼 处罚 公告"}'

# 对外担保
finx gildata-aidata ExternalGuarantee --body '{"query": "五粮液 对外担保 担保余额"}'

# 财报业绩点评参考
finx gildata-aidata AShareFinancialReportReview --body '{"query": "五粮液 2024 年年报 业绩点评"}'

Common query templates for Hong Kong stock companies

# 港股财务报表
finx gildata-aidata HKFinancialStatement --body '{"query": "腾讯控股 2024 年 财务报表"}'

# 港股主营构成
finx gildata-aidata HKMainOperIncData --body '{"query": "腾讯控股 2024 年 分业务 收入"}'

# 港股估值
finx gildata-aidata HKStockValueAnalysis --body '{"query": "腾讯控股 PE PB 股息率"}'

Common query templates for US stock companies

# 美股财务报表
finx gildata-aidata USFinancialStatement --body '{"query": "苹果 2024 年 财务报表"}'

# 美股财务分析
finx gildata-aidata USFinancialAnalysis --body '{"query": "苹果 2024 年 毛利率 ROE 净利率"}'

# 美股估值
finx gildata-aidata USValuationMetrics --body '{"query": "苹果 PE PB PS"}'

Data source priority

Data type First priority Second priority Third priority
Core financial data gildata-aidata FinancialStatement Company announcements (CNINFO) web_search
Financial analysis indicators gildata-aidata FinancialAnalysis East Money web_search
Business segment data gildata-aidata MainOperIncData Company announcements Brokerage research reports
Consensus estimates gildata-aidata ConsensusExpectation East Money web_search
Valuation data gildata-aidata StockValueAnalysis East Money Hithink RoyalFlush
Private placement data gildata-aidata PrivatePlacement Company announcements web_search
Share buyback data gildata-aidata Repurchase Company announcements web_search
Increase/decrease in holdings data gildata-aidata ShareholdingChange Company announcements web_search
Equity incentives gildata-aidata EquityIncentive Company announcements web_search
Major contracts gildata-aidata MajorContract Company announcements web_search
Equity pledges gildata-aidata SharePledge Company announcements web_search
Litigation and penalties gildata-aidata LitigationPunishment Company announcements web_search
External guarantees gildata-aidata ExternalGuarantee Company announcements web_search
Performance review reference gildata-aidata AShareFinancialReportReview Brokerage research reports web_search

Skill update log

2026-05-11 update:

  • Core data source change: Changed all financial data, valuation data, and consensus estimate queries to prioritize the gildata-aidata service
  • Added tool matrix: Established gildata-aidata tool query comparison tables separately for A-share, Hong Kong stock, and US stock companies
  • Improved calling guide: Provided complete gildata-aidata tool calling format instructions and common query templates
  • Added special data tools: Added special announcement data query tools such as private placement, share buyback, increase/decrease in holdings, equity incentives, major contracts, equity pledges, litigation and penalties, and external guarantees
  • Optimized data acquisition sequence: Defined the corresponding gildata-aidata tool calling sequence according to announcement type
  • Updated data source priority: Promoted gildata-aidata to the first-priority data source

2026-04-08 update:

  • Removed the requirement to forcibly generate Word documents
  • Changed to outputting structured Markdown format reports by default
  • Deleted related content such as the Word document generation process, format specifications, and code templates
  • Simplified the output process to present report content directly to the user
  • Retained the flexibility to generate Word documents if the user specifically requests it
  • Update the description field, removing wording such as "Word document" and "docx output"

Updated on 2026-04-06:

  • Strengthen the Word document output requirement, clarifying that it is the default and mandatory delivery format
  • Refine the Word document generation process in Step 5, dividing it into three substeps: install dependencies, generate the document, and send the file
  • Repeatedly emphasize the necessity of Word document output in the trigger scenarios, notes, and tool usage guidelines
  • Add a "mandatory output" clause to the analysis quality requirements
  • Optimize the message_notify_user call example to ensure the file is correctly sent to the user