Capability Description
What this is: The master skill for investor relations scenarios, integrating disclosure management, analyst relationship maintenance, investor communication, and major event IR response, providing CFOs and IR teams with complete investor relations management capabilities.
Problem solved: When users need to manage disclosure, handle analyst inquiries, organize earnings roadshows, or respond to major investor concerns, invoke this skill to obtain a complete IR management solution.
Boundary: Does not involve specific business operations, focuses on investor communication and disclosure management.
Trigger Conditions
Invoke this skill when any of the following scenarios is met:
- User mentions "investor relations", "IR", "analyst", "roadshow"
- User mentions "disclosure", "institutional investor", "shareholder"
- User requests to "manage IR", "organize a roadshow", "handle investor inquiries"
Examples
→ Example: The user says "There is an earnings roadshow next month, help me prepare the financial questions that may be asked in the Q&A", and the system should invoke this skill and enter the investor communication path.
→ Example: The user says "An analyst issued a negative report, and we need to prepare an official response", and the system should invoke this skill and enter the analyst relations path.
→ Example: The user says "There is a major acquisition to announce, and we need to ensure disclosure compliance and avoid selective disclosure", and the system should invoke this skill and enter the disclosure management path.
Input
□ 场景类型：[信息披露/分析师关系/投资者沟通/事件应对]
□ 活动类型：[业绩发布/路演/NDR/股东大会]
□ 涉及对象：[机构投资者/分析师/散户/监管]
□ 时间：[YYYY-MM-DD]
□ 已获取信息：[描述]
Atomic Capability Invocation Sequence
路径一：信息披露管理
Step 1 → [披露合规检查]（disclosure-compliance-check）
→ 输出：合规清单
Step 2 → [披露内容准备]（disclosure-content-preparation）
→ 输出：披露草稿
Step 3 → [披露审批]（disclosure-approval）
→ 输出：审批记录
Step 4 → [披露发布]（disclosure-publishing）
→ 输出：发布确认
路径二：业绩路演
Step 1 → [路演材料准备]（roadshow-material-preparation）
→ 输出：路演 Deck
Step 2 → [投资者名单确认]（investor-list-confirmation）
→ 输出：投资者清单
Step 3 → [路演执行]（roadshow-execution）
→ 输出：路演纪要
Step 4 → [路演后跟进]（roadshow-follow-up）
→ 输出：跟进清单
路径三：投资者关切处理
Step 1 → [投资者问询分类]（investor-query-classification）
→ 输出：问询分类
Step 2 → [敏感信息评估]（sensitive-information-assessment）
→ 输出：披露评估
Step 3 → [问询回应准备]（query-response-preparation）
→ 输出：回复材料
Step 4 → [问询记录归档]（query-record-filing）
→ 输出：归档记录
路径四：重大事件应对
Step 1 → [事件IR影响评估]（event-ir-impact-assessment）
→ 输出：影响评估
Step 2 → [IR应对方案]（ir-response-plan）
→ 输出：应对方案
Step 3 → [沟通材料准备]（communication-material-preparation）
→ 输出：沟通材料
Step 4 → 汇总输出事件 IR 应对报告
Output Format
投资者关系管理报告
====================
【投资者结构】
□ 机构投资者：[X] 家 — 持股 [X]%
□ 公募基金：[X] 家 — 持股 [X]%
□ 散户：[X]% — 持股 [X]%
【分析师覆盖】
□ 覆盖分析师：[X] 家
□ 评级分布：买入 [X]/持有 [X]/卖出 [X]
□ 目标价区间：[X] 元 - [X] 元
【近期 IR 活动】
| 活动 | 日期 | 对象 | 反馈 |
|---|---|---|---|
| [路演/业绩发布] | [日期] | [投资者类型] | [反馈摘要] |
【信息披露】（近期）
□ 披露数量：[X] 份
□ 类型：定期报告 [X]/临时公告 [X]
【投资者关切】（如有）
□ 关切事项：[描述]
□ 关切程度：[高/中/低]
□ 处理措施：[描述]
□ 跟进状态：[处理中/已解决]
【升级事项】（如有）
□ 疑似泄露事件：[描述] — 状态 [处理中]
□ 负面分析师报告：[描述] — 应对 [已回应/不回应]
Escalation Conditions
Immediately escalate if any of the following conditions is met:
- Suspected insider information leak → Immediately escalate to CEO/CFO/Board Secretary
- Institutional investor threatens significant reduction → CEO/CFO attention
- Negative media coverage spreads widely → IR + CEO joint response
Atomic Skill List
| Atomic Skill | Purpose |
|---|---|
| disclosure-compliance-check | Disclosure compliance check |
| disclosure-content-preparation | Disclosure content preparation |
| disclosure-approval | Disclosure approval |
| disclosure-publishing | Disclosure release |
| roadshow-material-preparation | Roadshow material preparation |
| investor-list-confirmation | Investor list confirmation |
| roadshow-execution | Roadshow execution |
| roadshow-follow-up | Post-roadshow follow-up |
| investor-query-classification | Investor inquiry classification |
| sensitive-information-assessment | Sensitive information assessment |
| query-response-preparation | Inquiry response preparation |
| query-record-filing | Inquiry record archiving |
| event-ir-impact-assessment | Event IR impact assessment |
| ir-response-plan | IR response plan |
| communication-material-preparation | Communication material preparation |
Finance Skills — investor-relations master skill