jwangkun china-deck-refresh
Purpose
Refresh A股投资分析PPT — update existing presentation decks with latest financial data and market information.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_quote(ticker) → Latest stock price
get_financials(ticker, "income") → Latest financials
get_index_data("000001") → Market context
get_industry_stocks(industry="...") → Updated peer data
Secondary Sources
- 巨潮 — latest filings
- Wind / Choice — market data
Workflow
Step 1: Inventory Existing Deck
Deck audit:
| Slide | Title | Data to Update | Status |
|---|---|---|---|
| 1 | Cover | Date, version | |
| 2 | Investment Summary | Target price, rating | |
| 3 | Company Overview | Market cap, shares | |
| 4 | Financial Highlights | Latest results | |
| 5 | Revenue Bridge | Latest actuals | |
| 6 | Margin Analysis | Latest margins | |
| 7 | Peer Comparison | Updated multiples | |
| 8 | Valuation | Price, multiples | |
| 9 | Risk Factors | Current risks | |
| 10 | Recommendation | Target price |
Step 2: Update Financial Data
Data update checklist:
| Data Item | Source | Update Frequency |
|---|---|---|
| Stock price | iFind / AkShare | Daily |
| Market cap | Calculated | Daily |
| P/E, P/B | Calculated | Daily |
| Revenue (LTM) | iFind / AkShare / 巨潮 | Quarterly |
| Net income (LTM) | iFind / AkShare / 巨潮 | Quarterly |
| Margins | Calculated | Quarterly |
| Peer multiples | iFind / AkShare | Quarterly |
| Forecast estimates | 券商研报 | Quarterly |
Step 3: Update Charts
Chart update priorities:
| Priority | Chart | Update Trigger |
|---|---|---|
| 1 | Stock price chart | Always |
| 2 | Revenue/profit | New quarterly results |
| 3 | Margin trends | New quarterly results |
| 4 | Peer comparison | New quarterly results |
| 5 | Valuation | Daily / new results |
| 6 | Financial trends | New annual results |
Chart update steps:
- Identify linked Excel data sources
- Update source data
- Refresh chart (right-click → refresh)
- Verify chart accuracy
- Update chart date if needed
Step 4: Update Text Content
Text update checklist:
| Element | Update |
|---|---|
| 日期 | Current date |
| 版本号 | Increment version |
| 股价 | Latest closing price |
| 市值 | Latest market cap |
| 目标价 | If changed |
| 评级 | If changed |
| 财务数据 | Latest actuals |
| 一致预期 | Updated consensus |
| 行业数据 | Latest industry reports |
| 新闻/事件 | Recent developments |
Step 5: Maintain Consistency
Consistency checks:
| Check | Description |
|---|---|
| 数据一致性 | Same numbers across all slides |
| 日期一致性 | All dates current |
| 评级一致性 | Rating consistent throughout |
| 目标价一致性 | Target price matches valuation slide |
| 图表一致性 | Same color scheme, labeling |
Step 6: Version Control
Version tracking:
| Version | Date | Changes | Author |
|---|---|---|---|
| v1.0 | Initial | ||
| v1.1 | Updated financials | ||
| v1.2 | New earnings | ||
| v2.0 | Major refresh |
File naming:
[Ticker]_[Company]_[ReportType]_v[X.X]_[YYYYMMDD].pptx
Example: {{TICKER}}_{{COMPANY_NAME}}_{{REPORT_TITLE}}_v2.1_20240605.pptx
Step 7: Quality Assurance
QA checklist:
| Check | Pass Criteria |
|---|---|
| All data current | Latest available |
| No broken charts | All charts display |
| Consistent numbers | Cross-slide verification |
| No typos | Spell check |
| Formatting intact | Design unchanged |
| Links working | All links functional |
| File size reasonable | Not bloated |
Step 8: Distribution
Distribution preparation:
| Item | Action |
|---|---|
| File format | Save as .pptx (editable) + .pdf (distribution) |
| File size | Compress if >50MB |
| Naming | Follow convention |
| Version note | Brief change summary |
| Distribution list | Email / shared drive |
Common Update Scenarios
Scenario 1: Quarterly Earnings Update
| Action | Detail |
|---|---|
| Update P&L | Add latest quarter actuals |
| Update BS | Add latest quarter BS |
| Update CF | Add latest quarter CF |
| Update charts | Refresh financial charts |
| Update commentary | Reflect latest results |
| Update target price | If changed |
| Version bump | vX.X → vX.X+1 |
Scenario 2: Daily/Weekly Market Update
| Action | Detail |
|---|---|
| Update price | Latest closing price |
| Update market cap | Recalculate |
| Update multiples | Recalculate P/E, P/B |
| Update price chart | Add recent data |
| Version bump | Minor version |
Scenario 3: Full Refresh (Semi-annual)
| Action | Detail |
|---|---|
| All financials | Full year actuals + new forecasts |
| All charts | Complete refresh |
| Peer set | Update peer group |
| Valuation | Full revaluation |
| All commentary | Comprehensive update |
| Version bump | Major version |
China-Specific Considerations
A-share Update Frequency
| Update Type | Frequency | Trigger |
|---|---|---|
| 盘中更新 | Daily | Market movement |
| 盘后更新 | Daily | Close of trading |
| 业绩更新 | Quarterly | Earnings release |
| 深度更新 | Semi-annual | Full refresh |
Common Issues
| Issue | Solution |
|---|---|
| 图表链接断开 | Re-link data source |
| 字体缺失 | Embed fonts or use standard fonts |
| 版本混乱 | Clear version control |
| 数据不一致 | Cross-slide verification |
Quality Checks
Before distributing:
- All data updated
- All charts refreshed
- Consistency verified
- No broken links
- QA complete
- Version noted
- File formats correct
Data Source Mode Switch: Set env var
IFIND_DATA_SOURCE_MODEto control data source preference.ifind-only(strict): Use iFind only, error if unavailableifind-fallback(default): iFind preferred, fallback to AkShareakshare-only: Skip iFind, use AkShare only