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Skillschina-pptx-author

china-pptx-author

Data & analytics

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Updated 10-15 23:43

About this skill

china-pptx-author

Purpose

Generate professional A-share Investment Analysis PPT for any listed company. This skill is a generic engine — every output is driven by two parameters:

Parameter Example Description
{{COMPANY_NAME}} {{COMPANY_NAME}} Full Chinese company name (e.g., 贵州茅台)
{{TICKER}} {{TICKER}} 6-digit A-share code (e.g., 600519)
{{OUTPUT_PATH}} ./output.pptx Where to save the PPTX file

All financial figures, price data, peer valuations, and company descriptions are fetched live from iFind / AkShare / public APIs. Nothing is hardcoded.

Data Pipeline

Step 1: Resolve Company Info

# MCP tool: search_stock
search_stock(keyword="{{COMPANY_NAME}}")
# → confirms ticker, exchange (SH/SZ), full legal name

# MCP tool: get_quote
get_quote(ticker="{{TICKER}}")
# → live price, PE, PB, market cap, turnover, 52-week range

# MCP tool: get_financials
get_financials(ticker="{{TICKER}}", statement_type="income", period="annual")
# → annual income statement: revenue, net profit, margins, EPS, etc.
get_financials(ticker="{{TICKER}}", statement_type="balance", period="annual")
# → balance sheet: assets, liabilities, equity
get_financials(ticker="{{TICKER}}", statement_type="cashflow", period="annual")
# → cash flow statement

# MCP tool: get_historical_data
get_historical_data(ticker="{{TICKER}}", frequency="weekly", start_date="{{START_DATE}}", end_date="{{END_DATE}}")
# → OHLCV price history for trend charts

# MCP tool: get_industry_stocks
get_industry_stocks(industry="{{INDUSTRY_NAME}}")
# → peer companies in the same sector for comps analysis

Step 2: Fetch Peer Data

# For each peer returned by get_industry_stocks, call get_quote to get PE/PB
# Focus on top 5-8 comparable companies by revenue/market cap

Step 3: Generate Charts

Use matplotlib to create:

  1. Revenue & Profit trend — from get_financials(income)
  2. Margin trends — gross margin, net margin, ROE over time
  3. Growth rates — YoY revenue and profit growth
  4. Peer comparison — horizontal bar chart of PE and PB vs peers
  5. Price trend — from get_historical_data
  6. Valuation range — football field based on peer PE distribution

All chart titles and labels must include {{COMPANY_NAME}} dynamically.

Presentation Structure

The default deck is 12 slides. Adjust sections based on deck_type parameter.

Template (parameterized)

Slide 1:  Cover
    {{COMPANY_NAME}} ({{TICKER}}.{{EXCHANGE}})
    {{REPORT_TITLE}}  |  {{DATE}}
    机密文件 | 仅供内部参考

Slide 2:  投资摘要 (Investment Highlights)
    • {{HIGHLIGHT_1}}
    • {{HIGHLIGHT_2}}
    • {{HIGHLIGHT_3}}
    目标价: ¥{{TARGET_PRICE_LOW}} - ¥{{TARGET_PRICE_HIGH}}
    评级: {{RATING}}

Slide 3:  公司概览 (Company Overview)
    {{COMPANY_DESCRIPTION}}
    主营业务: {{MAIN_BUSINESS}}
    成立时间 | 上市板块 | 控股股东 (all from search_stock / get_quote)

Slide 4:  行业分析 (Industry Overview)
    {{INDUSTRY_NAME}} — market size, trends, policy
    Data from: get_industry_stocks result analysis

Slide 5:  财务分析 (Financial Summary)
    [Chart: Revenue & Profit]  [Chart: Margin Trends]
    [Chart: Growth Rates]
    All data from get_financials(income, annual)

Slide 6:  运营指标 (Operating Metrics)
    Segment breakdown, KPIs (if available from financials)

Slide 7:  可比公司估值 (Trading Comparables)
    [Chart: Peer PE/PB comparison]
    Table: Peer | Market Cap | P/E | P/B | EV/EBITDA

Slide 8:  估值分析 (Valuation)
    [Chart: Football field]
    DCF / PE / PB ranges derived from peer analysis

Slide 9:  投资逻辑 (Investment Thesis)
    3-5 key investment bullets derived from data analysis

Slide 10: 风险提示 (Risk Factors)
    Generic risk categories, customized from industry context

Slide 11: 投资建议 (Recommendation)
    评级 + 目标价 range + upside calculation

Slide 12: 免责声明 (Disclaimer)
    Standard A-share research disclaimer

Deck Type Variants

deck_type Slides Audience Key sections
pitch 12 Clients/Investors Full deck above
deep_dive 20-30 Internal IC Add: detailed financial model, sensitivity, scenario analysis
initiation 15-20 Internal Emphasize: company overview, industry, thesis
sector 10-15 Internal Emphasize: industry analysis, peer comparison
morning_note 5-8 Internal Condensed: key data, thesis, recommendation

Design Standards

Element Standard
Template Corporate blue/gold theme (configurable)
Font Microsoft YaHei / system default sans-serif
Font size Title 24-32pt, Body 12-16pt
Color scheme Primary: #1A3C6E (deep blue), Accent: #C8A032 (gold)
Title per page Chinese + English bilingual
Data source Cite at bottom of each data slide
Page number Bottom center
Disclaimer Last slide, mandatory

Content Rules

Rule Guideline
One topic per page One idea per slide
Title first Clear headline at top of every slide
Data visualization Charts > tables > text
Primarily Chinese Primary language Chinese, with English subtitles
Consistent terminology Use standard A-share terminology (see below)
Do not fabricate data If data unavailable from API, show "N/A" or omit

A-Share Terminology

English Chinese
Revenue Operating revenue
Net income (attributable) Net profit attributable to parent
Gross margin Gross margin
Net margin Net margin
ROE ROE (Return on Equity)
EPS Earnings per share
P/E Price-to-earnings ratio
P/B Price-to-book ratio
Target price Target price
Rating Rating
Upside Upside potential
YoY Year-on-year
QoQ Quarter-on-quarter
Market cap Total market capitalization
Turnover Turnover rate

Quality Checklist

Before delivering the PPT:

  • All {{PLACEHOLDER}} replaced with live data
  • Charts readable, labeled, sourced
  • Numbers consistent across slides (revenue matches across chart/table/text)
  • Company name and ticker correct throughout
  • Peer data reflects actual industry comparables
  • Disclaimer slide included
  • File named: {{COMPANY_NAME}}_{{TICKER}}_{{REPORT_TITLE}}.pptx

Usage

Invoke the generation script (from project root):

cd {{PROJECT_ROOT}} && python3 scripts/generate_a_share_ppt.py \
  --company "{{COMPANY_NAME}}" \
  --ticker "{{TICKER}}" \
  --industry "{{INDUSTRY_NAME}}" \
  --output "{{OUTPUT_PATH}}" \
  --type {{DECK_TYPE}} \
  --title "{{REPORT_TITLE}}"

Required args: --company, --ticker Optional: --industry (for peer lookup), --output, --type (pitch/deep_dive/initiation), --title

If --industry is omitted, the script attempts to infer it from the company's sector classification.

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, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare): Skip iFind, use AkShare only