Purpose
Create A-Share Investment Analysis PPT Template — standardized PowerPoint templates for Chinese equity research and client presentations.
Data Sources
N/A (template creation)
Workflow
Step 1: Define Template Requirements
Template specification:
| Element | Specification |
|---|---|
| Purpose | Research / Client / IC / Roadshow |
| Size | Standard 16:9 or 4:3 |
| Color | Corporate brand colors |
| Font | Chinese-compatible fonts |
| Logo | Firm logo placement |
| Number of Pages | Base slides + content slides |
Step 2: Master Slide Design
Master slide elements:
| Element | Placement | Specification |
|---|---|---|
| Firm logo | Top-right | Transparent PNG |
| Company logo | Top-left (if applicable) | |
| Date | Footer | YYYY MM DD |
| Page Number | Bottom-center | "Page X" |
| Title Bar | Top | Background color, white text |
| Footer text | Bottom-left | Confidentiality notice |
Step 3: Slide Layouts
Standard layouts:
| Layout | Name | Use |
|---|---|---|
| Cover | Title slide | First slide |
| Section Divider | Section divider | Major sections |
| Title+Content | Standard | Most slides |
| Two-column | Comparison | Pros/cons, before/after |
| Chart | Data visualization | Charts, tables |
| Image | Full image | Screenshots, photos |
| Quote | Highlight | Key quotes, findings |
| Appendix | Backup | Detailed data |
Step 4: Content Slide Templates
Pre-built slide templates:
1. Executive Summary:
[Header bar with "投资摘要"]
左侧:
• [Point 1]
• [Point 2]
• [Point 3]
右侧:
[图表/数据 highlight]
底部:
目标价: ¥XX | 评级: [X] | 上行/下行: X%
2. Financial Table:
[Header bar with "财务数据"]
[Formatted table]
项目 | 2021 | 2022 | 2023 | 2024E | 2025E
-----|------|------|------|-------|-------
营业收入 | | | | |
归母净利润 | | | | |
底部: 数据来源: 公司年报, iFind/AkShare
3. Chart Slide:
[Header bar with "营业收入及增长"]
[Large chart area]
• Title: Clear and descriptive
• Data: Sourced and accurate
• Format: Consistent colors
底部: 数据来源: [Source]
4. Valuation:
[Header bar with "估值分析"]
[Football field chart]
[Methodology table]
目标价: ¥XX - ¥XX
底部: 数据来源: iFind, AkShare
5. Risk Factors:
[Header bar with "风险提示"]
[Numbered risk list]
1. [Risk category]
• [Specific risk]
• [Impact assessment]
底部: 本报告仅供内部参考
Step 5: Style Guide
Design standards:
| Element | Standard |
|---|---|
| Title Font | Bold, 32-44pt |
| Body Font | Regular, 18-24pt |
| Line Spacing | 1.3-1.5x |
| Color Scheme | Primary: #1f4e79 (blue), Secondary: #4472c4 |
| Accent Color | Red for negative, green for positive |
| Table | Clean, alternating row colors |
| Chart | Minimal gridlines, clear labels |
Step 6: Asset Library
Template assets:
| Asset | Format | Usage |
|---|---|---|
| Firm logo | PNG (transparent) | Every slide header |
| Section dividers | PNG/JPG | Section breaks |
| Icon set | SVG/PNG | Visual elements |
| Chart templates | Excel-linked | Data slides |
| Footer | PNG/text | Every slide |
Step 7: Template Files
Deliverables:
| File | Description |
|---|---|
| [Name]_Template.pptx | Master template file |
| [Name]_Slide_Library.pptx | Pre-built slide library |
| [Name]_Style_Guide.pdf | Design guidelines |
| Assets/ | Logos, icons, backgrounds |
Step 8: Usage Instructions
Template usage guide:
使用说明
1. 打开 [Name]_Template.pptx
2. 使用 "新建幻灯片" 选择对应版式
3. 替换占位符内容:
- [公司名称]
- [报告标题]
- [日期]
- [数据]
4. 更新图表数据链接
5. 替换图片资产
6. 删除说明页
注意事项:
- 不要直接删除母版幻灯片
- 保持颜色和字体一致
- 所有数据需标注来源
China-Specific Considerations
Font Requirements
| Font | Usage | Fallback |
|---|---|---|
| Source Han Sans | Preferred body font | Microsoft YaHei |
| Microsoft YaHei | Common system font | Arial |
| FZXiaoBiaoSong | Chinese formal titles | SimSun |
| Times New Roman | English/number |
Color Conventions
| Color | Meaning | Usage |
|---|---|---|
| Red | Negative / Loss / Below | Below benchmark, losses |
| Green | Positive / Gain / Above | Above benchmark, gains |
| Blue | Corporate / Primary | Headers, key points |
| Gray | Neutral | Secondary text |
| Yellow | Highlight / Warning | Emphasis, alerts |
Rating Color Codes
| Rating | Chinese | Color |
|---|---|---|
| Buy | Buy | Red (A-share convention: red = up) |
| Accumulate | Overweight | Light red |
| Neutral | Neutral | Yellow/Gray |
| Reduce | Underweight | Light green |
| Sell | Sell | Green |
Quality Checks
Before delivering:
- All layouts functional
- Design consistent
- Chinese fonts working
- Assets embedded/linked
- Usage instructions clear
- File tested on PowerPoint
Data Source Mode Switch: Set env var
IFIND_DATA_SOURCE_MODEto control data source preference.
ifind-only(strict): Use iFind only, error if unavailableifind-fallback(default): iFind preferred, fallback to AkShareakshare-only, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare): Skip iFind, use AkShare only