china-deal-sourcing

Purpose

Identify and evaluate A股及中国市场投资机会, both listed and pre-IPO opportunities for China-focused investment strategies.

Data Sources

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

get_market_overview()                     → Market movers
get_industry_stocks(industry="...")        → Industry peer lists
get_quote(ticker)                         → Valuation snapshot
get_financials(ticker, "income")          → Financial health check

Secondary Sources

Source	Use
巨潮资讯	Company filings, financials
上交所/深交所	Announcements, listing data
企查查 / 天眼查	Corporate structure, shareholders
清科 / 投中数据	Private equity deal flow
券商直投 / 投行	Deal pipeline
行业展会/论坛	Networking, deal sourcing

Workflow

Step 1: Define Investment Criteria

Strategy parameters:

Parameter	Options	Notes
Stage	Pre-IPO / Growth / Buyout / Distressed	阶段
Sector	新能源, 半导体, 医药, 消费, etc.	行业偏好
Size	市值区间 / 营收区间	投资规模
Geography	华东, 华南, 华北, etc.	区域偏好
Ownership	国企 / 民企 / 混合	所有制偏好
Growth	Revenue growth threshold	成长性要求

Step 2: Screen the Universe

Screening approaches:

Approach 1: Market-based screen (A-share)

# Use AkShare to pull market data
get_market_overview()  # Top gainers/losers/volume
get_industry_stocks(industry="半导体")  # Sector peers

Screen filters:

• Market cap range
• Revenue growth threshold
• Margin profile
• Valuation multiples
• Trading liquidity
• Ownership structure

Approach 2: Industry research

• Identify growing sectors (行业景气度)
• Map value chain
• Find category leaders
• Identify consolidation opportunities

Approach 3: Network sourcing

• 产业资源 (Industry network)
• 券商/投行 deal flow
• 地方政府招商 (local government promotion)
• 行业协会 connections
• 创始人 network

Step 3: Evaluate Targets

Initial screening criteria: