Generate professional industry research reports in the style of institutional primary market (PE/VC) research.
Reference Sources
- Type: Uploaded reference file (PDF)
- Reference File Format:PDF
- Language: Chinese or English (automatically detected based on the user query; defaults to the user's language)
Supported Output Formats
- PDF (default)
- DOCX
- PPTX (only when explicitly requested)
Default Output: PDF. If the user explicitly requests DOCX or PPTX, output according to their request.
Workflow
- Understand the research scope: Determine the target industry, subtopics, depth, and page count based on the user query
- Determine the report style: Choose based on user preference or task context:
- Style A (Deep Discussion): Opinion-driven, focused on TMT/technology, section numbering as 01, 02..., no table of contents
- Style B (Traditional Industry): Data-intensive, rich in charts and graphs, with a multi-level numbered table of contents
- Plan the content structure: Use the corresponding structural specifications (see reference file)
- Research and data collection: Use web search and data source tools as needed
- Compile financing history: Search for key financing rounds, deal sizes, lead investors, IPO/exit events, and capital flow trends in the track. Data sources include Crunchbase, PitchBook, CB Insights, IT Juzi, Xiniu Data, and publicly disclosed transaction information
- Generate the report: Strictly follow the style specifications and structural specifications
- Completeness review: Ensure all charts and graphs are numbered, data sources are cited, and formatting is consistent
Style Selection Guide
Choose the report style based on context:
| Judgment Dimension | Use Style A (Deep Discussion) | Use Style B (Traditional Industry) |
|---|---|---|
| Industry | TMT, AI, software, SaaS | Consumer, healthcare, industrials, materials |
| Tone | Distinctive viewpoints, argument-driven | Data-driven, objective and neutral |
| Charts and Graphs | Moderate (native charts, benchmark comparison tables for AI research) | Dense (pie charts, bar charts, line charts) |
| Table of Contents | None | Yes, three-level hierarchy + dot leaders + page numbers |
| Section Numbering | 01, 02, 03..., red/dark red | 1, 1.1, 1.2, 2.1..., black |
| Page Count | Usually 15-25 pages | Usually 30-60 pages |
For detailed style rules, see references/style_contract.md。
Structural Templates
Two main structural patterns are provided. See references/structure_contract.md。
Style A Structure (In-Depth Discussion Type)
Cover Page:
[White background]
[Institution logo (top-right): icon + institution name (bilingual)]
[Main title: bold KaiTi, left-aligned, large, dark-red accent underline]
[Author line: "Cr.: [Author Name]"]
[Date line: "Date: YYYY-Mon"]
[QR code (right side)]
Executive Summary (~1 page)
[Bordered/quoted paragraph block]
01 [Chapter Title]
[Section Heading in red/dark-red KaiTi]
[Subsection Heading in red/dark-red KaiTi]
Style B Structure (Traditional Industry Type)
Cover Page:
[White background, ultra-minimal]
[Full title: centered, KaiTi, large]
[Institution logo: centered below title]
[Institution name: centered below logo]
[Date: centered, bottom area (YYYY.MM format)]
Table of Contents (page 2-3)
[Title "目录": centered, large character spacing]
[1 [Main Chapter]..................p3]
[ 1.1 [Section]...................p3]
Content Pages:
[Header: report title centered + horizontal rule below]
[Footer: page number]
Font Strategy
Chinese Reports
- Headings: KaiTi — calligraphic style, highlighting institutional character
- Style A Body Text: SimSun — formal serif style
- Style B Body Text: STKaitiSC-Regular — consistent with the heading font family
- Western Text: Times New Roman (body text + italics for source citations), Arial Bold (header emphasis)
- Chart Labels: DengXian or Calibri (for English labels)
- All document text paths uniformly use fonts that support CJK
English Reports
- Headings: Georgia or Times New Roman — institutional-style serif font
- Body Text: Times New Roman or Garamond — formal and easy to read
- Chart Labels/Tables: Calibri or Arial
- Header Emphasis:Arial Bold
General Rules
- When reference fonts are unavailable, prioritize alternative fonts from the same visual family
- In bilingual content, ensure CJK and Western fonts are harmonized in weight and size
Figure and Table Numbering
- Figures: Numbered sequentially, caption below — "图 N" (Chinese) or "Figure N" (English)
- Tables: Numbered sequentially, caption above — "表 N" (Chinese) or "Table N" (English)
- Data source noted below each figure and table: "数据来源:xxx" (Chinese) or "Source: xxx" (English)
- In Style B, renumber for each major section; in Style A, number continuously throughout the document
Source Citation Rules
- Every data point, statistic, or assertion must have a source cited
- In-text citations: indicate the source in parentheses or in a footnote
- Figures and tables: note "数据来源:" (Chinese) or "Source:" (English) below each figure/table
- Preferred sources: government databases, industry associations, disclosed documents of listed companies, reports by well-known analysts, authoritative media
Quality Checklist
- The cover page precisely matches the selected style (Style A or B)
- The color scheme is consistent with the selected style — no custom dark themes or modern gradients are used
- All chapter/section numbering is consistent and follows the selected numbering rules
- The table of contents has dot leaders and page numbers (Style B only)
- All content pages have a header rule line (Style B)
- All figures and tables are numbered and captioned
- All data points have sources cited
- Fonts are used consistently by language (CJK fonts for Chinese reports, serif fonts for English reports)
- Table borders are clean: no vertical lines, borders above and below the header row, thick borders at the top and bottom of the table (Style B)
- Institution/publisher identification appears in the document (logo area or header text)
- No placeholder text remains in the document