company-one-page-analysis

Listed company one-pager analysis skill

Skill positioning

This skill is intended forinvestment managers, researchers, fund managers, providing a rapid analysis tool for listed companies. Within the length of one page, it focuses on the company's most core investment information, helping quickly judge the company's investment value and risks. It is suitable for scenarios such as morning meeting reports, rapid decision-making, and preliminary target screening.

Core advantages：

✅ gildata-aidata professional data source: all financial data and valuation data are preferentially obtained through the gildata-aidata service
✅ Concise and efficient: five core dimensions, one-page length, directly hitting the investment key points
✅ Rapid decision-making: suitable for morning meeting reports, target tracking, and rapid preliminary screening

And company-deep-analysis difference:

In-depth analysis: seven major dimensions, comprehensive and in-depth, suitable for in-depth research and initial coverage
One-pager analysis: five core dimensions, concise and brief, suitable for rapid decision-making and target tracking

Trigger scenarios

This skill is triggered when the user uses any of the following expressions:

"XX company one-pager"
"one-pager analysis of XX company"
"quickly analyze XX company"
"XX company rapid review"
"XX company simple analysis"
"XX company key points"
"XX company investment highlights"
"XX company quick commentary"
"help me quickly take a look at XX company"
Other requests requiring a concise and rapid analysis of a company

Data acquisition strategy

Core data sources

Core principle: all financial data and valuation data are preferentially obtained through the gildata-aidata service.

Data source	Purpose	Priority
gildata-aidata	Financial statements, financial analysis indicators, valuation data, consensus expectations	First priority
`web_search`	Company basic information, latest news, industry policies, risk information	Supplementary data source
`asset-service`	Enterprise business registration basic information, judicial risks (if needed)	Auxiliary data source

Data acquisition priority

Financial data: prefer gildata-aidata FinancialStatement / FinancialAnalysis
Valuation data: prefer gildata-aidata StockValueAnalysis
Basic information: web_search or asset-service
News and information: web_search supplement

Analysis framework (one-pager five major dimensions)

I. Company profile (basic information)

Data acquisition：

使用 web_search 查询：
- "[公司名称] 公司简介 股票代码 所属行业"

或使用 asset-service query_industry_epinfo 查询：
- "[公司名称]" 获取企业基本信息

Core information：

Company full name, stock code
Industry/sector
Market capitalization, stock price
Actual controller/major shareholder

II. Core financials (key indicators)

Data acquisition：

使用 gildata-aidata FinancialStatement 查询：
- "{公司名} 2022 2023 2024 年报 利润表"

使用 gildata-aidata FinancialAnalysis 查询：
- "{公司名} 2022 2023 2024 毛利率 净利率 ROE ROIC"

Key Metrics(presented in a table):

Metric	2022	2023	2024	Trend
Revenue (100 million yuan)
Net Profit (100 million yuan)
Gross Margin (%)
ROE（%）
Operating Cash Flow (100 million yuan)

Data source: gildata-aidata FinancialStatement/FinancialAnalysis

III. Business Highlights (Investment Logic)

Data Acquisition：

使用 web_search 查询：
- "[公司名称] 核心业务 竞争优势 投资亮点 2025 2026"

Analysis Points：

Core Business/Main Products
Core Competitive Advantages (1-3 points)
Recent Catalysts/Growth Drivers

IV. Valuation Level (Horizontal Comparison)

Data Acquisition：

使用 gildata-aidata StockValueAnalysis 查询：
- "{公司名} PE PB PS EV 股息率"

使用 web_search 查询：
- "[行业名称] 估值 可比公司 PE"

Key Information：

Current PE, PB
Historical Valuation Percentile (if available)
Comparison with Industry/Comparable Companies
Valuation Judgment (Undervalued/Fair/Overvalued)

Data source: gildata-aidata StockValueAnalysis

V. Main Risks (Risk Disclosure)

Data Acquisition：

使用 web_search 查询：
- "[公司名称] 风险 负面 监管"

使用 asset-service 查询（如需）：
- 行政处罚、司法风险等

Risk Points：

List 2-4 core risk points
Rank by importance

Report Output Format

Generate a concise one-page Markdown report in the following format:

# [公司名称] 一页纸分析

| 基本信息 | |
|----------|------|
| 股票代码 | [代码] |
| 所属行业 | [行业] |
| 当前市值 | [市值] |
| 当前股价 | [股价] |
| 实控人 | [实控人] |

---

## 📊 核心财务指标

| 指标 | 2022 | 2023 | 2024 | 趋势 |
|------|------|------|------|------|
| 营收（亿元） | X | X | X | ↑/↓ |
| 归母净利润（亿元） | X | X | X | ↑/↓ |
| 毛利率（%） | X | X | X | ↑/↓ |
| ROE（%） | X | X | X | ↑/↓ |
| 经营现金流（亿元） | X | X | X | ↑/↓ |

*数据来源：gildata-aidata FinancialStatement/FinancialAnalysis*

**财务点评**：[1-2 句核心财务评价]

---

## 🎯 业务亮点

1. **[亮点 1 标题]**：[简要描述]
2. **[亮点 2 标题]**：[简要描述]
3. **[亮点 3 标题]**：[简要描述]

---

## 💰 估值水平

| 估值指标 | 当前值 | 历史分位 | 行业平均 | 判断 |
|----------|--------|----------|----------|------|
| PE（TTM） | X | X% | X | 低估/合理/高估 |
| PB（LF） | X | X% | X | 低估/合理/高估 |

*数据来源：gildata-aidata StockValueAnalysis*

**估值点评**：[1-2 句估值评价]

---

## ⚠️ 主要风险

1. [风险 1]
2. [风险 2]
3. [风险 3]

---

## 📌 投资结论

**核心逻辑**：[1-2 句话概括核心投资逻辑]

**建议关注**：[关注时点/催化剂]

---
*报告生成时间：YYYY-MM-DD | 数据来源：财务/估值数据优先来源于 gildata-aidata，其他信息来源于公开渠道 | 仅供参考，不构成投资建议*

Execution Process

Step 1: Confirm the Analysis Target

Extract the company name from the user input
Use web_search to search and confirm the company's full name and stock code
Obtain basic information such as industry and market capitalization

Step 2: Obtain Core Financial Data

调用 gildata-aidata FinancialStatement：
query: "{公司名} 2022 2023 2024 年报 利润表 资产负债表 现金流量表"

调用 gildata-aidata FinancialAnalysis：
query: "{公司名} 2022 2023 2024 毛利率 净利率 ROE ROIC 资产负债率"

Step 3: Obtain Valuation Data

调用 gildata-aidata StockValueAnalysis：
query: "{公司名} PE PB PS EV 股息率"

Step 4: Obtain Business Information

调用 web_search：
query: "[公司全称] 核心业务 竞争优势 投资亮点 2025 2026"

Step 5: Obtain Risk Information

调用 web_search：
query: "[公司全称] 风险 负面 监管 诉讼"

调用 asset-service（如需）：
key_word: "[公司全称]"

Step 6: Write the One-Page Report

Write the report according to the above "Report Output Format", ensuring:

Strictly control the length to within one page (about 800-1200 words)
Present key data in tables
Concise language that gets straight to the point
Clear conclusions

Step 7: Report Delivery

Important: After the report is generated, output the complete Markdown report content directly in the conversation.

Execution Method：

直接将完整的一页纸 Markdown 报告内容在对话中输出

Note：

No need to send a file, just display it directly in the conversation
The report should be concise and clear, suitable for quick reading
Highlight core data

gildata-aidata Tool Usage Guide

Common Query Templates for A-share Companies

# 财务报表（三大表）
finx gildata-aidata FinancialStatement --body '{"query": "{公司名} 2022 2023 2024 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": "{公司名} 2022 2023 2024 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"}'

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

Common Query Templates for Hong Kong Stock Companies

# 港股财务报表
finx gildata-aidata HKFinancialStatement --body '{"query": "{公司名} 2022 2023 2024 财务报表"}'

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

Common Query Templates for U.S. Stock Companies

# 美股财务报表
finx gildata-aidata USFinancialStatement --body '{"query": "{公司名} 2022 2023 2024 财务报表"}'

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

Data Source Priority

Data Type	First Priority	Second Priority	Third Priority
Core Financial Data	gildata-aidata `FinancialStatement`	Company Announcements	web_search
Financial Analysis Indicators	gildata-aidata `FinancialAnalysis`	East Money	web_search
Valuation Data	gildata-aidata `StockValueAnalysis`	East Money	Hithink RoyalFlush
Basic Company Information	web_search	Company Announcements	asset-service
Industry Policies/News	web_search	Government Official Websites	Financial Media
Risk Information	web_search	asset-service	Company Announcement

Notes

Length Control
- Strictly keep within a "one-page" length
- Avoid lengthy descriptions; use 1-2 sentences per point
- Prioritize using tables to present data
Data Timeliness
- Use the latest available financial data
- Mark the data cutoff date
- Use the latest market quotes for valuation data
Focus on the Core
- Present only the most critical information
- Avoid piling up details
- Highlight the main line of investment logic
Objective and Neutral
- Stay objective and avoid excessive recommendation
- Risk disclosure must be sufficient
- Clearly state "does not constitute investment advice"
Report Delivery Requirements
- Display the full report content directly in the conversation
- No need to send files
- Use Markdown format to ensure readability
Data Accuracy
- Financial data must be labeled with source and reporting period; prioritize obtaining it via gildata-aidata
- Valuation data is the latest value
- Do not fabricate data; clearly mark when data is temporarily unavailable

Special Case Handling

Case 1: Data retrieval failure

Try using an alternative data source
If still unavailable, mark "data temporarily unavailable"
Do not fabricate data

Case 2: Non-listed company

Explain data limitations
Use asset-service to obtain basic business registration information
Adjust the report format and downplay the financial and valuation sections

Case 3: Overseas company

gildata-aidata Hong Kong stock/US stock data may be limited
Combine with web_search to obtain information
Use the corresponding Hong Kong stock/US stock gildata-aidata tools
Explain the data coverage scope in the report

Case 4: User requests more detail

If the user says "too simple, needs more detail"
Suggest calling company-deep-analysis skill for in-depth analysis
Or appropriately expand each section within the one-page framework

Example Invocation

User input: "Kweichow Moutai one-pager"

Skill execution:

Extract company name: Kweichow Moutai
Search confirmation: web_search query="Kweichow Moutai company profile stock code industry"
Obtain financial data: gildata-aidata FinancialStatement query="Kweichow Moutai 2022 2023 2024 annual report income statement"
Obtain financial indicators: gildata-aidata FinancialAnalysis query="Kweichow Moutai 2022 2023 2024 gross margin net margin ROE"
Obtain valuation data: gildata-aidata StockValueAnalysis query="Kweichow Moutai PE PB valuation"
Obtain business information: web_search query="Kweichow Moutai core business competitive advantages"
Obtain risk information: web_search query="Kweichow Moutai risks"
Write the report: generate a Markdown report in one-page format
Deliver the report：
- Output the complete one-page report directly in the conversation
- No need to save files or send files

Comparison with the in-depth analysis skill

Dimensions	company-one-page-analysis	company-deep-analysis
Length	One page (800-1200 words)	Full report (5000-10000 words)
Analysis dimensions	5 core dimensions	7 comprehensive dimensions
Financial analysis	Core metrics table	Detailed financial analysis + DuPont decomposition
Business analysis	3 core highlights	Business structure + competitive advantages + growth drivers
Valuation analysis	Current valuation + simple comparison	Relative valuation + absolute valuation + historical percentile
Risk analysis	2-4 core risks	Comprehensive risk identification + tool queries
Use cases	Quick decisions, morning meeting reports, initial screening	In-depth research, initiation of coverage, investment research reports
Generation time	Fast (3-5 minutes)	Longer (10-15 minutes)
Delivery method	Displayed directly in the conversation	Displayed directly in the conversation
Core data sources	gildata-aidata Financial/valuation	gildata-aidata All-dimension data

Skill changelog

Updated on 2026-05-11：

Core data source changes: Changed all financial data and valuation data queries to preferentially use the gildata-aidata service
Added tool matrix: Established a gildata-aidata tool query comparison table for A-share, Hong Kong stock, and U.S. stock companies
Improved calling guide: Provided complete gildata-aidata tool calling format instructions and commonly used query templates
Optimized data acquisition order: Clarified that gildata-aidata is prioritized for acquiring financial and valuation data, and web_search is only used for supplementary information
Updated data source priority: Elevated gildata-aidata to the first-priority data source for financial/valuation data

Skill version：v2.0
Last updated：2026-05-11
Maintainer: Dianjin Intelligent Assistant

About this skill

Skill positioning

Trigger scenarios

Data acquisition strategy

Core data sources

Data acquisition priority

Analysis framework (one-pager five major dimensions)

I. Company profile (basic information)

II. Core financials (key indicators)

III. Business Highlights (Investment Logic)

IV. Valuation Level (Horizontal Comparison)

V. Main Risks (Risk Disclosure)

Report Output Format

Execution Process

Step 1: Confirm the Analysis Target

Step 2: Obtain Core Financial Data

Step 3: Obtain Valuation Data

Step 4: Obtain Business Information

Step 5: Obtain Risk Information

Step 6: Write the One-Page Report

Step 7: Report Delivery

gildata-aidata Tool Usage Guide

Common Query Templates for A-share Companies

Common Query Templates for Hong Kong Stock Companies

Common Query Templates for U.S. Stock Companies

Data Source Priority

Notes

Special Case Handling

Case 1: Data retrieval failure

Case 2: Non-listed company

Case 3: Overseas company

Case 4: User requests more detail

Example Invocation

Comparison with the in-depth analysis skill

Skill changelog