# China Idea Generation

Systematic stock screening and investment idea sourcing for A-share markets.

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

## Description

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".

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

# 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)

```python
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)**

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