# China Dd Meeting Prep

Prepare management meeting materials and question lists for A-share investment due...

- Repository: https://github.com/jwangkun/claude-for-financial-services-cn (881 stars)
- Category: Business
- License: Apache-2.0
- Last updated: 2026-09-14
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-dd-meeting-prep -g -a claude-code -y`
Codex: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-dd-meeting-prep -g -a codex -y`
Cursor: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-dd-meeting-prep -g -a cursor -y`
Gemini CLI: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-dd-meeting-prep -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add jwangkun/claude-for-financial-services-cn`

## Description

Prepare management meeting materials and question lists for A-share investment due diligence. Adapted from the original dd-meeting-prep skill for Chinese business culture and management meeting conventions. Triggers on "A股尽调会议准备", "管理层会议准备", "management meeting China", "DD meeting prep", "管理層访谈准备", or "prepare for management meeting [company]".

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# china-dd-meeting-prep

## Purpose

Prepare for **A股投资尽调管理层会议**, structured meeting preparation with question lists and material review.

## Data Sources

### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

```python
get_stock_info(ticker)                        → Company overview
get_quote(ticker)                            → Valuation context
get_financials(ticker, "income")             → Financial performance
get_financials(ticker, "balance")            → Balance sheet
get_industry_stocks(industry="...")           → Peer context
```

### Secondary Sources
- 巨潮, company filings
- 券商研报, existing research
- 公开信息, news, announcements

## Workflow

### Step 1: Research the Company

**Pre-meeting research checklist:**

| Item | Source | Notes |
|------|--------|-------|
| 公司历史 | 巨潮年报 | Founding story, milestones |
| 股权结构 | 年报 / 企查查 | Ownership, actual controller |
| 业务模式 | 年报, 官网 | How they make money |
| 财务表现 | AkShare / 巨潮 | Trends, quality |
| 行业地位 | 行业报告 | Market share, positioning |
| 管理层背景 | 年报, 官网 | Experience, track record |
| 近期动态 | 公告, 新闻 | M&A, contracts, disputes |

### Step 2: Prepare Question List

**Categorized questions:**

#### Strategy & Vision (战略)

```
1. 公司未来3-5年的战略规划是什么？
   - 增长驱动因素：有机增长 vs 并购？
   - 重点发展的业务/区域？
   - 竞争策略是什么？

2. 行业整合怎么看？
   - 公司是否有意参与行业整合？
   - 对竞争对手的评估？

3. 技术/产品路线图？
   - 研发投入计划？
   - 核心技术壁垒？
```

#### Financial Performance (财务)

```
1. 收入增长驱动因素分解？
   - 量 vs 价 vs 产品组合？

2. 毛利率趋势？
   - 原材料成本压力？
   - 提价能力？

3. 资本配置优先级？
   - 分红 vs 再投资 vs 还债？

4. 现金流管理？
   - 经营现金流趋势？
   - 资本支出计划？

5. 债务结构？
   - 有息负债规模和期限？
   - 融资渠道？
```

#### Operations (运营)

```
1. 产能利用率？
2. 供应链管理？
   - 关键供应商？
   - 备选方案？
3. 客户结构？
   - 前五大客户占比？
   - 客户留存率？
4. 质量控制体系？
5. 渠道网络？
   - 经销商管理？
   - 直营 vs 经销？
```

#### Management & Organization (管理)

```
1. 管理层背景和经验？
   - 核心团队 tenure？
   -  succession planning？

2. 组织架构？
   - 关键岗位？
   - 人才流失率？

3. 激励机制？
   - 管理层激励？
   - 员工股权？

4. 企业文化？
   - 价值观, 执行力？
```

#### Competitive Position (竞争)

The rest: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/vertical-plugins/private-equity/skills/china-dd-meeting-prep/SKILL.md