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China Deal Screening

Community
jwangkun
china-deal-screening

Screen and evaluate A-share investment opportunities. Adapts the original deal-screening skill for Chinese market data sources, A-share screening criteria, and domestic deal origination. Triggers on "A股标的筛选", "标的筛选", "screening China", "deal screening A-share", "筛选投资标的", or "screen for [criteria]".

Overview

Publisherjwangkun
Repositoryclaude-for-financial-services-cn
Skill namechina-deal-screening
Stars
834
Forks
132
Bundled files
Instructions only
LicenseApache-2.0
Links
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • Self-contained

    Everything the model needs lives in the instructions — no extra files to sync.

  • Open source

    Published by jwangkun on GitHub. Read the source before you install it.

Installation

Install the China Deal Screening AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/jwangkun/claude-for-financial-services-cn/tree/main/agent-plugins/china-earnings-reviewer/skills/china-deal-screening
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cn.git /tmp/claude-for-financial-services-cn
mkdir -p .claude/skills
cp -r /tmp/claude-for-financial-services-cn/agent-plugins/china-earnings-reviewer/skills/china-deal-screening .claude/skills/china-deal-screening
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable China Deal Screening in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads China Deal Screening on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so China Deal Screening is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

china-deal-screening

Purpose

Screen A股投资标的 — systematic deal screening for Chinese equity investments.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

python
get_industry_stocks(industry="...")    → Industry universe
get_quote(ticker)                     → Valuation screening
get_financials(ticker, "income")      → Financial screening
get_index_data("000001")              → Market context

Secondary Sources

  • 东方财富 — stock screener
  • 同花顺 iFinD — screening tool
  • 巨潮 — company filings
  • Wind — professional screening

Workflow

Step 1: Define Screening Criteria

Screening framework:

CategoryCriteriaTypical Range
市值 (Market cap)Min/max¥50亿 - ¥500亿
估值 (Valuation)P/E, P/BP/E 10-30x
成长 (Growth)Revenue/earnings growth>15% YoY
盈利 (Profitability)ROE, marginsROE >15%
财务健康 (Financial health)Debt/equity, current ratioD/E <60%
流动性 (Liquidity)Avg daily volume>¥5000万
治理 (Governance)Ownership structureClean cap table

Step 2: Build Screening Universe

Universe construction:

FilterCriteriaSource
A股主板600/000/001开头的6位代码AkShare
创业板300开头AkShare
科创板688开头AkShare
北交所8/9开头AkShare
ST排除Exclude ST/*STFilter
次新股Exclude <6 monthsFilter

Step 3: Financial Screening

Financial metrics:

MetricFormulaTarget
营业收入增速(Revenue - Revenue_prev) / Revenue_prev>15%
净利润增速(NI - NI_prev) / NI_prev>15%
ROENet Income / Average Equity>15%
毛利率Gross Profit / Revenue>30%
净利率Net Income / Revenue>10%
资产负债率Total Debt / Total Assets<60%
经营现金流/净利润OCF / Net Income>0.8

Step 4: Valuation Screening

Valuation metrics:

MetricFormulaTarget
P/E (TTM)Price / TTM EPS10-30x
P/BPrice / BV per share1-5x
P/SEV / Revenue1-5x
EV/EBITDAEV / EBITDA5-15x
PEGP/E / Growth rate<1.0
股息率Dividend / Price>2% (if applicable)

Step 5: Technical Screening (Optional)

Technical filters:

IndicatorCriteria
股价位置Not at 52-week high
均线Above key MAs
成交量Above average
波动率Moderate

Step 6: Quality Screening

Quality filters:

FactorCheck
审计意见Standard unqualified (标准无保留)
管理层Stable, experienced
股东结构No 质押风险 (pledge risk)
关联交易Reasonable level
诉讼/处罚No material issues

Step 7: Scoring & Ranking

Scoring model:

CategoryWeightScore (1-10)Weighted
估值吸引力25%
成长性20%
盈利能力20%

| 财务健康 | 15% | | | | 质量/治理 | 10% | | | | 流动性 | 10% | | | | Total | 100% | | |

Rank candidates by total score.

Step 8: Due Diligence Queue

Create DD pipeline:

RankCompanyTickerScoreSectorNext Step
1X.XFull DD
2X.XQuick scan
3X.XQuick scan

Screening Templates

Template 1: Growth at Reasonable Price (GARP)

FilterCriteria
P/E10-25x
Revenue growth>20%
ROE>15%
D/E<50%
Market cap>¥100亿

Template 2: Deep Value

FilterCriteria
P/B<1.5x
Dividend yield>3%
D/E<40%
FCFPositive
BusinessStable, understandable

Template 3: Quality Compounder

FilterCriteria
ROE>20% (3Y avg)
Revenue growth>15%
Gross margin>40%
D/E<40%
Market cap>¥200亿

Template 4: Turnaround Candidate

FilterCriteria
Recent loss1-2 years
Revenue troughNear bottom
New managementRecent change
RestructuringIn progress
Industry recoveryImproving

China-Specific Screening Considerations

Market Structure

FactorImpact on Screening
散户主导Retail sentiment matters
政策驱动Policy changes create opportunities
概念/题材Theme investing common
北向资金Foreign flows signal quality
机构持仓Institutional ownership

Common A-share Screening Pitfalls

PitfallIssueMitigation
一次性收益Distorts growth/earningsUse 扣非数据
会计政策Aggressive recognitionCheck notes
关联交易Inflated revenueReview disclosures
大股东质押Pledge riskCheck 质押比例
ST风险Delisting riskExclude ST stocks

Quality Checks

Before finalizing:

  • Criteria well-defined
  • Universe appropriate
  • Data quality verified
  • Scoring model calibrated
  • Top candidates make sense
  • Next steps clear

Data Source Mode Switch: Set env var IFIND_DATA_SOURCE_MODE to control data source preference.

  • ifind-only (strict): Use iFind only, error if unavailable
  • ifind-fallback (default): iFind preferred, fallback to AkShare
  • akshare-only: Skip iFind, use AkShare only

Frequently asked questions

What does the China Deal Screening AI skill do?

Screen and evaluate A-share investment opportunities. Adapts the original deal-screening skill for Chinese market data sources, A-share screening criteria, and domestic deal origination. Triggers on "A股标的筛选", "标的筛选", "screening China", "deal screening A-share", "筛选投资标的", or "screen for [criteria]".

Why use China Deal Screening on TypingMind?

Because you install it once and use it with any model. China Deal Screening is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install China Deal Screening in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/jwangkun/claude-for-financial-services-cn/tree/main/agent-plugins/china-earnings-reviewer/skills/china-deal-screening. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use China Deal Screening?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with China Deal Screening?

As many as you like. As long as a model supports skills, you can use China Deal Screening with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the China Deal Screening AI skill free?

Yes. It is published on GitHub by jwangkun under the Apache-2.0 license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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