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china-strip-profile

Office & productivity

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Updated 10-15 23:43

About this skill

china-strip-profile

Purpose

Create professional A-share Target Company Profile/Strip Profile slides for pitch books and deal materials.

Data Sources

Tier 0 — Wind (most comprehensive paid data)

  • Coverage: A-shares/HK & US stocks/funds/indices/bonds/macro/research reports/analysis (44 tools)
  • MCP service:wind-mcp(requires WIND_API_KEY key, starting with ak_ )
  • Advantages: broadest whole-market coverage, most comprehensive data, includes research reports and quantitative analysis
  • Key application:https://aifinmarket.wind.com.cn/#/home

Tier 1 — iFind (paid precise data) / AkShare MCP (Tier-2 free alternative)

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

  • CNINFO — annual reports, prospectus (招股说明书)
  • Qichacha / Tianyancha — corporate structure, subsidiaries
  • Company official website — investor relations materials
  • Brokerage research reports — existing research (if covered)

Workflow

Step 1: Gather Target Information

Company basics:

  • Company full name (Full name)
  • Stock ticker (Ticker)
  • Listing board (Listing board: 主板/创业板/科创板/北交所)
  • Listing date (Listing date)
  • Industry classification (Industry classification)
  • Headquarters address (Headquarters)
  • Employee count (Employee count)

Business description:

  • Core business (Core business)
  • Products/services (Products/services)
  • Business model (Business model)
  • Customer base (Customer base)
  • Geographic footprint (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 (market position)

    • Market share rank
    • Competitive advantages
    • Barriers to entry

  2. Financial profile (financial characteristics)

    • Revenue scale and growth
    • Margin profile
    • Cash generation
    • Balance sheet strength

  3. Growth drivers (growth drivers)

    • New products / expansion
    • Market opportunities
    • Capacity additions

  4. Valuation context (valuation position)

    • 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
Main Board (Main Board) Profitable, established Large-caps, mature companies
ChiNext (ChiNext) Growth, innovation Tech, healthcare, growth
STAR Market (STAR Market) Hard tech, R&D Semiconductors, biotech, advanced mfg
BJSE (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