China Model Update
Update A-share financial models with new quarterly data, management guidance, or macro...
Install
npx skills add jwangkun/claude-for-financial-services-cn --skill china-model-update -g -a claude-code -y- Repository
- jwangkun/claude-for-financial-services-cn881
- Category
- Engineering
- Updated
- 2mo ago
- License
- Apache-2.0
- Context cost
- Mediumabout 1,537 tokens
- Runs scripts
- No, instructions only
What it does
Update A-share financial models with new quarterly data, management guidance, or macro changes. Reflects actuals, rolls estimates forward, flags material changes, and updates valuation. Adapted from the original model-update skill for Chinese market conventions and AkShare data. Triggers on "A股模型更新", "模型更新", "plug earnings into model", "update model for [company]", "刷新预测", or "更新财务模型".
china-model-update
Purpose
Update existing A股财务模型 with new data, ensuring all cells are traceable to sources and all changes are documented.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_financials(ticker, "income", "quarterly") → Q[X] actual results
get_financials(ticker, "balance", "quarterly") → BS update
get_financials(ticker, "cashflow", "quarterly") → CF update
get_financials(ticker, "income", "annual") → Full year update
get_quote(ticker) → Current market data
get_stock_info(ticker) → Any company changes
Secondary Sources
- 巨潮资讯, official filings for exact figures
- 业绩说明会 transcript, management commentary
- 管理层指引, guidance from earnings calls
- Wind / Choice / 同花顺, consensus updates
Workflow
Step 1: Identify What Changed
Change triggers:
- Quarterly earnings release (季报/年报)
- Management guidance update (管理层指引调整)
- Macro assumption change (rate, tax, policy)
- Model error or refinement
- M&A or restructuring event
Change log template:
| Date | Change Type | Item | Old Value | New Value | Reason |
|---|---|---|---|---|---|
| Earnings update | Revenue FY25E | XX亿 | XX亿 | Q1 actuals beat | |
| Guidance | Tax rate | 25% | 25% | No change | |
| Macro | CapEx % | 5% | 6% | New plant announced |
Step 2: Update Historical Actuals
Quarterly actuals:
[Company] Q[X] 20XX Actuals (from AkShare / 巨潮):
- 营业收入: XXX亿 (YoY: +XX%)
- 毛利率: XX% (vs prior: XX%)
- 归母净利润: XXX亿 (YoY: +XX%)
- EPS: X.XX元
- 经营现金流: XXX亿
Update sequence:
- Drop Q[X] actuals into historical columns
- Verify sum checks (quarterly sum = annual)
- Update LTM (Last Twelve Months) calculations
- Check annual-to-quarter relationships
