# China Deal Screening

Screen and evaluate A-share investment opportunities.

- Repository: https://github.com/jwangkun/claude-for-financial-services-cn (881 stars)
- Category: Engineering
- 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-deal-screening -g -a claude-code -y`
Codex: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-deal-screening -g -a codex -y`
Cursor: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-deal-screening -g -a cursor -y`
Gemini CLI: `npx skills add jwangkun/claude-for-financial-services-cn --skill china-deal-screening -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add jwangkun/claude-for-financial-services-cn`

## Description

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]".

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

# 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)

```python
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:**

The rest: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/agent-plugins/china-pitch-agent/skills/china-deal-screening/SKILL.md