China Deal Sourcing

Discover and evaluate potential A-share investment opportunities for China-focused private equity and investment strategies. Adapted from the original deal-sourcing skill for Chinese market structure, data sources, and business practices. Triggers on "A股项目挖掘", "投资项目发现", "deal sourcing China", "find A-share deals", "sourcing opportunities China", or "discover investment targets".

jwangkun Updated Sep 17, 2026

Coding & Dev Tools

Install

Press C to copy

$ npx skillmds@latest add jwangkun/china-deal-sourcing

Installs into ~/.claude/skills (or .claude/skills inside a project). Restart Claude Code to pick it up.

Download SKILL.md

＋ Add to collection

README badge

[![SkillMD](https://skillmd.com/badge/jwangkun/china-deal-sourcing.svg)](https://skillmd.com/skills/jwangkun/china-deal-sourcing)

Trust & safety

Audits pending

Not yet audited · commit cfc6d1c

Works with: Claude Code Claude.ai OpenAI Codex +

File contents

china-deal-sourcing

Purpose

Identify and evaluate A股及中国市场投资机会 — both listed and pre-IPO opportunities for China-focused investment strategies.

Data Sources

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

get_market_overview()                     → Market movers
get_industry_stocks(industry="...")        → Industry peer lists
get_quote(ticker)                         → Valuation snapshot
get_financials(ticker, "income")          → Financial health check

Secondary Sources

Source	Use
巨潮资讯	Company filings, financials
上交所/深交所	Announcements, listing data
企查查 / 天眼查	Corporate structure, shareholders
清科 / 投中数据	Private equity deal flow
券商直投 / 投行	Deal pipeline
行业展会/论坛	Networking, deal sourcing

Workflow

Step 1: Define Investment Criteria

Strategy parameters:

Parameter	Options	Notes
Stage	Pre-IPO / Growth / Buyout / Distressed	阶段
Sector	新能源, 半导体, 医药, 消费, etc.	行业偏好
Size	市值区间 / 营收区间	投资规模
Geography	华东, 华南, 华北, etc.	区域偏好
Ownership	国企 / 民企 / 混合	所有制偏好
Growth	Revenue growth threshold	成长性要求

Step 2: Screen the Universe

Screening approaches:

Approach 1: Market-based screen (A-share)

# Use AkShare to pull market data
get_market_overview()  # Top gainers/losers/volume
get_industry_stocks(industry="半导体")  # Sector peers

Screen filters:

Market cap range
Revenue growth threshold
Margin profile
Valuation multiples
Trading liquidity
Ownership structure

Approach 2: Industry research

Identify growing sectors (行业景气度)
Map value chain
Find category leaders
Identify consolidation opportunities

Approach 3: Network sourcing

产业资源 (Industry network)
券商/投行 deal flow
地方政府招商 (local government promotion)
行业协会 connections
创始人 network

Step 3: Evaluate Targets

Initial screening criteria:

Criterion	Threshold	Assessment
Market size	>XX亿 TAM	Growing market
Company position	Top 5-10 in segment	Leadership potential
Revenue scale	>X亿	Minimum viable
Growth rate	>XX%	Growth trajectory
Margin profile	Gross >XX%, Net >XX%	Profitability
Cash generation	Positive FCF	Sustainability
Management	Experienced, aligned	Execution capability
Competitive position	Moat / differentiation	Sustainability

Step 4: Assess Investment Thesis

Thesis framework:

Why this company?
- Unique positioning
- Competitive advantage
- Growth runway
Why now?
- Timing catalyst
- Market inflection
- Valuation entry point
How to win?
- Value creation levers
- Operational improvements
- Financial engineering
- Strategic additions
What could go wrong?
- Key risks
- Downside scenarios

Step 5: Build Target Profile

Profile template:

【项目初筛】[Company]（[Ticker]）

一、基本信息
   行业：[Industry]
   板块：[Main / ChiNext / STAR / BJSE]
   市值：[XX亿]
   上市时间：[YYYY]

二、业务概览
   主营业务：[Description]
   收入结构：[Segments]
   核心客户：[Type / concentration]
   竞争优势：[Bullets]

三、财务快照
   Revenue: [X亿] (YoY: [X%])
   Gross Margin: [X%]
   Net Margin: [X%]
   ROE: [X%]
   Net Debt/EBITDA: [Xx]

四、估值快照
   Market Cap: [XX亿]
   PE (TTM): [Xx]
   PB: [Xx]
   vs Sector Median: [Premium/Discount X%]

五、投资逻辑
   [3-5 bullets]

六、初步风险
   [2-3 key risks]

七、下一步
   [Management meeting / DD / Pass]

Step 6: Track & Nurture

Deal tracking:

Target	Status	Owner	Next Action	Deadline
	Prospect → Intro → Active → DD → Closed

Relationship management:

Founders / management contact cadence
Industry event attendance
券商/FA relationship maintenance
Local government / 招商关系

China-Specific Sourcing Considerations

Market Structure

Segment	Description	Sourcing Approach
A股上市	Already public	Secondary buyouts, 私有化
Pre-IPO	Late-stage private	券商直投, 产业基金
北交所	SME innovation	Sector-specific funds
H股/A股 dual	HK + A-share	Premium capture
并购退出	M&A exit	Corporate buyers

Common Sourcing Channels

Channel	Description	Quality
券商投行部	Investment banking deal flow	High quality, warm
FA (财务顾问)	Independent advisors	Medium-high quality
产业网络	Industry connections	High quality, relationship-based
地方政府	招商引进	Mixed quality, relationship-dependent
展会/论坛	Industry events	Medium quality, volume
上市公司并购	Public M&A	High quality, structured

Industry Hotspots (2024-2025)

Sector	Dynamics	Sourcing Angle
半导体	国产替代, 产能扩张	Equipment, materials, design
新能源	产能过剩, 出清	distressed/bankruptcy opportunities
医药	创新药, CXO	R&D-driven, global expansion
高端制造	国产化, 出海	Industrial automation, components
消费	分化, 品牌化	Premium brands, distribution
AI应用	落地加速	Enterprise AI, industry solutions

Quality Checks

Before advancing target:

Investment criteria alignment verified
Market opportunity quantified
Competitive position assessed
Financial health checked
Management quality evaluated
Investment thesis articulated
Risk factors identified
Next steps defined
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, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare): Skip iFind, use AkShare only

---name: china-deal-sourcingdescription: Discover and evaluate potential A-share investment opportunities for China-focused private equity and investment strategies. Adapted from the original deal-sourcing skill for Chinese market structure, data sources, and business practices. Triggers on "A股项目挖掘", "投资项目发现", "deal sourcing China", "find A-share deals", "sourcing opportunities China", or "discover investment targets".---# china-deal-sourcing## PurposeIdentify and evaluate **A股及中国市场投资机会** — both listed and pre-IPO opportunities for China-focused investment strategies.## Data Sources### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)```pythonget_market_overview() → Market moversget_industry_stocks(industry="...") → Industry peer listsget_quote(ticker) → Valuation snapshotget_financials(ticker, "income") → Financial health check```### Secondary Sources| Source | Use ||--------|-----|| 巨潮资讯 | Company filings, financials || 上交所/深交所 | Announcements, listing data || 企查查 / 天眼查 | Corporate structure, shareholders || 清科 / 投中数据 | Private equity deal flow || 券商直投 / 投行 | Deal pipeline || 行业展会/论坛 | Networking, deal sourcing |## Workflow### Step 1: Define Investment Criteria**Strategy parameters:**| Parameter | Options | Notes ||-----------|---------|-------|| Stage | Pre-IPO / Growth / Buyout / Distressed | 阶段 || Sector | 新能源, 半导体, 医药, 消费, etc. | 行业偏好 || Size | 市值区间 / 营收区间 | 投资规模 || Geography | 华东, 华南, 华北, etc. | 区域偏好 || Ownership | 国企 / 民企 / 混合 | 所有制偏好 || Growth | Revenue growth threshold | 成长性要求 |### Step 2: Screen the Universe**Screening approaches:****Approach 1: Market-based screen (A-share)**```python# Use AkShare to pull market dataget_market_overview() # Top gainers/losers/volumeget_industry_stocks(industry="半导体") # Sector peers```**Screen filters:**- Market cap range- Revenue growth threshold- Margin profile- Valuation multiples- Trading liquidity- Ownership structure**Approach 2: Industry research**- Identify growing sectors (行业景气度)- Map value chain- Find category leaders- Identify consolidation opportunities**Approach 3: Network sourcing**- 产业资源 (Industry network)- 券商/投行 deal flow- 地方政府招商 (local government promotion)- 行业协会 connections- 创始人 network### Step 3: Evaluate Targets**Initial screening criteria:**| Criterion | Threshold | Assessment ||-----------|-----------|------------|| Market size | >XX亿 TAM | Growing market || Company position | Top 5-10 in segment | Leadership potential || Revenue scale | >X亿 | Minimum viable || Growth rate | >XX% | Growth trajectory || Margin profile | Gross >XX%, Net >XX% | Profitability || Cash generation | Positive FCF | Sustainability || Management | Experienced, aligned | Execution capability || Competitive position | Moat / differentiation | Sustainability |### Step 4: Assess Investment Thesis**Thesis framework:**1. **Why this company?** - Unique positioning - Competitive advantage - Growth runway2. **Why now?** - Timing catalyst - Market inflection - Valuation entry point3. **How to win?** - Value creation levers - Operational improvements - Financial engineering - Strategic additions4. **What could go wrong?** - Key risks - Downside scenarios### Step 5: Build Target Profile**Profile template:**```【项目初筛】[Company]（[Ticker]）一、基本信息行业：[Industry] 板块：[Main / ChiNext / STAR / BJSE] 市值：[XX亿] 上市时间：[YYYY]二、业务概览主营业务：[Description] 收入结构：[Segments] 核心客户：[Type / concentration] 竞争优势：[Bullets]三、财务快照 Revenue: [X亿] (YoY: [X%]) Gross Margin: [X%] Net Margin: [X%] ROE: [X%] Net Debt/EBITDA: [Xx]四、估值快照 Market Cap: [XX亿] PE (TTM): [Xx] PB: [Xx] vs Sector Median: [Premium/Discount X%]五、投资逻辑 [3-5 bullets]六、初步风险 [2-3 key risks]七、下一步 [Management meeting / DD / Pass]```### Step 6: Track & Nurture**Deal tracking:**| Target | Status | Owner | Next Action | Deadline ||--------|--------|-------|-------------|----------|| | Prospect → Intro → Active → DD → Closed | | | |**Relationship management:**- Founders / management contact cadence- Industry event attendance- 券商/FA relationship maintenance- Local government / 招商关系## China-Specific Sourcing Considerations### Market Structure| Segment | Description | Sourcing Approach ||---------|-------------|-------------------|| A股上市 | Already public | Secondary buyouts, 私有化 || Pre-IPO | Late-stage private | 券商直投, 产业基金 || 北交所 | SME innovation | Sector-specific funds || H股/A股 dual | HK + A-share | Premium capture || 并购退出 | M&A exit | Corporate buyers |### Common Sourcing Channels| Channel | Description | Quality ||---------|-------------|---------|| 券商投行部 | Investment banking deal flow | High quality, warm || FA (财务顾问) | Independent advisors | Medium-high quality || 产业网络 | Industry connections | High quality, relationship-based || 地方政府 | 招商引进 | Mixed quality, relationship-dependent || 展会/论坛 | Industry events | Medium quality, volume || 上市公司并购 | Public M&A | High quality, structured |### Industry Hotspots (2024-2025)| Sector | Dynamics | Sourcing Angle ||--------|----------|----------------|| 半导体 | 国产替代, 产能扩张 | Equipment, materials, design || 新能源 | 产能过剩, 出清 | distressed/bankruptcy opportunities || 医药 | 创新药, CXO | R&D-driven, global expansion || 高端制造 | 国产化, 出海 | Industrial automation, components || 消费 | 分化, 品牌化 | Premium brands, distribution || AI应用 | 落地加速 | Enterprise AI, industry solutions |## Quality ChecksBefore advancing target:- [ ] Investment criteria alignment verified- [ ] Market opportunity quantified- [ ] Competitive position assessed- [ ] Financial health checked- [ ] Management quality evaluated- [ ] Investment thesis articulated- [ ] Risk factors identified- [ ] Next steps defined> **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, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare)`: Skip iFind, use AkShare only

jwangkun/claude-for-financial-services-cn/tree/main/vertical-plugins/private-equity/skills/china-deal-sourcing commit cfc6d1c6b5

Frequently asked questions

npx skillmds@latest add jwangkun/china-deal-sourcing