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]".

jwangkun Updated Sep 17, 2026

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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)

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:

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

Step 2: Build Screening Universe

Universe construction:

Filter	Criteria	Source
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/*ST	Filter
次新股	Exclude <6 months	Filter

Step 3: Financial Screening

Financial metrics:

Metric	Formula	Target
营业收入增速	(Revenue - Revenue_prev) / Revenue_prev	>15%
净利润增速	(NI - NI_prev) / NI_prev	>15%
ROE	Net 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:

Metric	Formula	Target
P/E (TTM)	Price / TTM EPS	10-30x
P/B	Price / BV per share	1-5x
P/S	EV / Revenue	1-5x
EV/EBITDA	EV / EBITDA	5-15x
PEG	P/E / Growth rate	<1.0
股息率	Dividend / Price	>2% (if applicable)

Step 5: Technical Screening (Optional)

Technical filters:

Indicator	Criteria
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:

Factor	Check
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:

Category	Weight	Score (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:

Rank	Company	Ticker	Score	Sector	Next Step
1			X.X		Full DD
2			X.X		Quick scan
3			X.X		Quick scan

Screening Templates

Template 1: Growth at Reasonable Price (GARP)

Filter	Criteria
P/E	10-25x
Revenue growth	>20%
ROE	>15%
D/E	<50%
Market cap	>¥100亿

Template 2: Deep Value

Filter	Criteria
P/B	<1.5x
Dividend yield	>3%
D/E	<40%
FCF	Positive
Business	Stable, understandable

Template 3: Quality Compounder

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

Template 4: Turnaround Candidate

Filter	Criteria
Recent loss	1-2 years
Revenue trough	Near bottom
New management	Recent change
Restructuring	In progress
Industry recovery	Improving

China-Specific Screening Considerations

Market Structure

Factor	Impact 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

Pitfall	Issue	Mitigation
一次性收益	Distorts growth/earnings	Use 扣非数据
会计政策	Aggressive recognition	Check notes
关联交易	Inflated revenue	Review disclosures
大股东质押	Pledge risk	Check 质押比例
ST风险	Delisting risk	Exclude 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

---name: china-deal-screeningdescription: 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]".---# china-deal-screening## PurposeScreen **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)```pythonget_industry_stocks(industry="...") → Industry universeget_quote(ticker) → Valuation screeningget_financials(ticker, "income") → Financial screeningget_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:**| Category | Criteria | Typical Range ||----------|----------|---------------|| 市值 (Market cap) | Min/max | ¥50亿 - ¥500亿 || 估值 (Valuation) | P/E, P/B | P/E 10-30x || 成长 (Growth) | Revenue/earnings growth | >15% YoY || 盈利 (Profitability) | ROE, margins | ROE >15% || 财务健康 (Financial health) | Debt/equity, current ratio | D/E <60% || 流动性 (Liquidity) | Avg daily volume | >¥5000万 || 治理 (Governance) | Ownership structure | Clean cap table |### Step 2: Build Screening Universe**Universe construction:**| Filter | Criteria | Source ||--------|----------|--------|| 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/*ST | Filter || 次新股 | Exclude <6 months | Filter |### Step 3: Financial Screening**Financial metrics:**| Metric | Formula | Target ||--------|---------|--------|| 营业收入增速 | (Revenue - Revenue_prev) / Revenue_prev | >15% || 净利润增速 | (NI - NI_prev) / NI_prev | >15% || ROE | Net 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:**| Metric | Formula | Target ||--------|---------|--------|| P/E (TTM) | Price / TTM EPS | 10-30x || P/B | Price / BV per share | 1-5x || P/S | EV / Revenue | 1-5x || EV/EBITDA | EV / EBITDA | 5-15x || PEG | P/E / Growth rate | <1.0 || 股息率 | Dividend / Price | >2% (if applicable) |### Step 5: Technical Screening (Optional)**Technical filters:**| Indicator | Criteria ||-----------|----------|| 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:**| Factor | Check ||--------|-------|| 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:**| Category | Weight | Score (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:**| Rank | Company | Ticker | Score | Sector | Next Step ||------|---------|--------|-------|--------|-----------|| 1 | | | X.X | | Full DD || 2 | | | X.X | | Quick scan || 3 | | | X.X | | Quick scan |## Screening Templates### Template 1: Growth at Reasonable Price (GARP)| Filter | Criteria ||--------|----------|| P/E | 10-25x || Revenue growth | >20% || ROE | >15% || D/E | <50% || Market cap | >¥100亿 |### Template 2: Deep Value| Filter | Criteria ||--------|----------|| P/B | <1.5x || Dividend yield | >3% || D/E | <40% || FCF | Positive || Business | Stable, understandable |### Template 3: Quality Compounder| Filter | Criteria ||--------|----------|| ROE | >20% (3Y avg) || Revenue growth | >15% || Gross margin | >40% || D/E | <40% || Market cap | >¥200亿 |### Template 4: Turnaround Candidate| Filter | Criteria ||--------|----------|| Recent loss | 1-2 years || Revenue trough | Near bottom || New management | Recent change || Restructuring | In progress || Industry recovery | Improving |## China-Specific Screening Considerations### Market Structure| Factor | Impact 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| Pitfall | Issue | Mitigation ||---------|-------|-----------|| 一次性收益 | Distorts growth/earnings | Use 扣非数据 || 会计政策 | Aggressive recognition | Check notes || 关联交易 | Inflated revenue | Review disclosures || 大股东质押 | Pledge risk | Check 质押比例 || ST风险 | Delisting risk | Exclude ST stocks |## Quality ChecksBefore 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

jwangkun/claude-for-financial-services-cn/tree/main/vertical-plugins/china-finance/skills/china-deal-screening commit d69a9a6140

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