China Idea Generation
Systematic stock screening and investment idea sourcing for A-share markets.
Install
npx skills add jwangkun/claude-for-financial-services-cn --skill china-idea-generation -g -a claude-code -y- Repository
- jwangkun/claude-for-financial-services-cn881
- Category
- Writing
- Updated
- 2mo ago
- License
- Apache-2.0
- Context cost
- Mediumabout 1,984 tokens
- Runs scripts
- No, instructions only
What it does
Systematic stock screening and investment idea sourcing for A-share markets. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Adapted from the original idea-generation skill for Chinese market conventions and data sources. Triggers on "A股选股", "股票筛选", "寻找机会", "stock screen China", "A-share ideas", "find ideas for Chinese stocks", or "screen for A-share opportunities".
china-idea-generation
Purpose
Systematically surface new A股投资机会 through quantitative screens, thematic analysis, and pattern recognition.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_market_overview() → Top gainers, losers, most active
get_quote(ticker) → Price, PE, PB, market cap
get_historical_data(ticker) → Price trends, momentum
get_financials(ticker, "income") → Financial metrics
get_financials(ticker, "balance") → Balance sheet health
get_industry_stocks(industry="...") → Peer comparison
Secondary Screening Data
| Data | Source | Use |
|---|---|---|
| 龙虎榜 (Dragon-Tiger list) | 东方财富 | Unusual activity, institutional interest |
| 北向资金 (Northbound flows) | 沪深港通 | Foreign investor sentiment |
| 融资融券 (Margin trading) | 交易所 | Leverage and sentiment |
| 股东人数变化 | 巨潮 | Institutional accumulation/distribution |
| 机构持仓 | 季报/F10 | Fund ownership trends |
| 大宗交易 (Block trades) | 交易所 | Smart money signals |
Workflow
Step 1: Define Screen Criteria
Investment philosophy alignment:
- Value vs Growth vs GARP vs Momentum
- Market cap preference (large / mid / small)
- Sector focus or sector-agnostic
- Liquidity requirements (turnover threshold)
- Risk tolerance (volatility, leverage, earnings stability)
Screen parameters (A-share specific):
| Parameter | Typical Range | Notes |
|---|---|---|
| PE (TTM) | 5-50x | Avoid negative PE |
| PB | 0.5-5x | <1x may indicate distress |
| PS | 0.5-5x | For high-growth unprofitable |
| Market cap | >50亿 | Liquidity threshold |
| Daily turnover | >5000万 | Tradability |
| ROE | >10% | Quality filter |
| Debt/Equity | <100% | Financial health |
| Revenue growth | >10% | Growth filter |
| EPS growth | >15% | Earnings momentum |
Step 2: Quantitative Screens
Screen 1: Deep Value (深度价值)
