# China Model Update

Update A-share financial models with new quarterly data, management guidance, or macro...

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

## Description

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".

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

# 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)

```python
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:**
1. Drop Q[X] actuals into historical columns
2. Verify sum checks (quarterly sum = annual)
3. Update LTM (Last Twelve Months) calculations
4. Check annual-to-quarter relationships

### Step 3: Roll Forward Estimates

The rest: https://github.com/jwangkun/claude-for-financial-services-cn/blob/HEAD/vertical-plugins/china-finance/skills/china-model-update/SKILL.md