China Earnings Preview
Pre-earnings analysis for A-share stocks.
Install
npx skills add jwangkun/claude-for-financial-services-cn --skill china-earnings-preview -g -a claude-code -y- Repository
- jwangkun/claude-for-financial-services-cn881
- Category
- Writing
- Updated
- 2mo ago
- License
- Apache-2.0
- Context cost
- Mediumabout 1,686 tokens
- Runs scripts
- No, instructions only
What it does
Pre-earnings analysis for A-share stocks. Builds scenario frameworks (actual vs consensus, beat/miss cases), identifies key metrics to watch, and prepares positioning notes before Chinese companies report quarterly results. Use instead of the original earnings-preview skill for A-share coverage. Triggers on "A股财报前瞻", "季报前瞻", "业绩前瞻", "earnings preview", "what to watch for [company] earnings", or "pre-earnings setup".
china-earnings-preview
Purpose
Build A股季报/年报前瞻分析, preparing for company earnings releases with scenario frameworks and key metrics to watch.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_quote(ticker) → Current valuation, PE/PB
get_historical_data(ticker) → Trading context, 52-wk range
get_financials(ticker, "income", "annual") → Historical revenue/EPS trends
# News (china-news MCP, separate server)
get_stock_news(ticker="{{TICKER}}") → Pre-earnings context
get_industry_stocks(industry="...") → Peer trading multiples
Consensus Estimates Sources
| Source | Access | Notes |
|---|---|---|
| Wind 一致预期 | Institutional | Most comprehensive |
| Choice 一致预期 | Institutional | Alternative |
| 慧博投研 | Web / API | Good coverage |
| 同花顺 iFinD | Web / API | Retail-friendly UI |
| 东方财富 | Web | Free, some coverage |
| 巨潮 业绩预告 | Regulatory | Mandatory disclosures |
If consensus unavailable, derive from:
- Historical growth rates
- Management guidance from prior calls
- Industry benchmarks
Secondary Sources
- 公司公告 (earnings preview notices 业绩预告)
- 行业研究报告 (sector reports)
- 卖方研报 (broker research summaries)
Workflow
Step 1: Establish Baseline
Historical performance (last 4-8 quarters):
| Quarter | Revenue (亿) | YoY | Net Income (亿) | YoY | EPS (元) | Net Margin |
|---|---|---|---|---|---|---|
| Q1 2024 | ||||||
| Q2 2024 | ||||||
| Q3 2024 | ||||||
| Q4 2023 |
Identify trends:
- Accelerating or decelerating growth?
- Margin expansion or compression?
- Seasonal patterns?
- One-time items to normalize?
Step 2: Gather Consensus Estimates
Consensus table:
