China Deal Screening
Screen and evaluate A-share investment opportunities.
Install
npx skills add jwangkun/claude-for-financial-services-cn --skill china-deal-screening -g -a claude-code -y- Repository
- jwangkun/claude-for-financial-services-cn881
- Category
- Engineering
- Updated
- 2mo ago
- License
- Apache-2.0
- Context cost
- Lightabout 1,313 tokens
- Runs scripts
- No, instructions only
What it does
Screen and evaluate A-share investment opportunities. Adapts the original deal-screening skill for Chinese market data sources, A-share screening criteria, and domestic deal origination. Triggers on "A股标的筛选", "标的筛选", "screening China", "deal screening A-share", "筛选投资标的", or "screen for [criteria]".
china-deal-screening
Purpose
Screen A股投资标的, systematic deal screening for Chinese equity investments.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_industry_stocks(industry="...") → Industry universe
get_quote(ticker) → Valuation screening
get_financials(ticker, "income") → Financial screening
get_index_data("000001") → Market context
Secondary Sources
- 东方财富, stock screener
- 同花顺 iFinD, screening tool
- 巨潮, company filings
- Wind, professional screening
Workflow
Step 1: Define Screening Criteria
Screening framework:
| Category | Criteria | Typical Range |
|---|---|---|
| 市值 (Market cap) | Min/max | ¥50亿 - ¥500亿 |
| 估值 (Valuation) | P/E, P/B | P/E 10-30x |
| 成长 (Growth) | Revenue/earnings growth | >15% YoY |
| 盈利 (Profitability) | ROE, margins | ROE >15% |
| 财务健康 (Financial health) | Debt/equity, current ratio | D/E <60% |
| 流动性 (Liquidity) | Avg daily volume | >¥5000万 |
| 治理 (Governance) | Ownership structure | Clean cap table |
Step 2: Build Screening Universe
Universe construction:
| Filter | Criteria | Source |
|---|---|---|
| A股主板 | 600/000/001开头的6位代码 | AkShare |
| 创业板 | 300开头 | AkShare |
| 科创板 | 688开头 | AkShare |
| 北交所 | 8/9开头 | AkShare |
| ST排除 | Exclude ST/*ST | Filter |
| 次新股 | Exclude <6 months | Filter |
Step 3: Financial Screening
Financial metrics:
| Metric | Formula | Target |
|---|---|---|
| 营业收入增速 | (Revenue - Revenue_prev) / Revenue_prev | >15% |
| 净利润增速 | (NI - NI_prev) / NI_prev | >15% |
| ROE | Net Income / Average Equity | >15% |
| 毛利率 | Gross Profit / Revenue | >30% |
| 净利率 | Net Income / Revenue | >10% |
| 资产负债率 | Total Debt / Total Assets | <60% |
| 经营现金流/净利润 | OCF / Net Income | >0.8 |
Step 4: Valuation Screening
Valuation metrics:
