China Ppt Template Creator

Create PowerPoint templates for A-share investment presentations. Adapts the original ppt-template-creator skill for Chinese business presentation standards and firm branding. Triggers on "A股PPT模板", "投资PPT模板", "create ppt template China", "presentation template", "制作PPT模板", or "build template for [purpose]".

jwangkun 13535d6 5.9 KB Updated Sep 17, 2026

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china-ppt-template-creator

Purpose

Create A股投资分析PPT模板 — standardized PowerPoint templates for Chinese equity research and client presentations.

Data Sources

N/A (template creation)

Workflow

Step 1: Define Template Requirements

Template specification:

Element	Specification
用途	Research / Client / IC / Roadshow
尺寸	Standard 16:9 or 4:3
颜色	Corporate brand colors
字体	Chinese-compatible fonts
Logo	Firm logo placement
页数	Base slides + content slides

Step 2: Master Slide Design

Master slide elements:

Element	Placement	Specification
Firm logo	Top-right	Transparent PNG
Company logo	Top-left (if applicable)
Date	Footer	YYYY年MM月DD日
页码	Bottom-center	"第 X 页"
标题栏	Top	Background color, white text
Footer text	Bottom-left	Confidentiality notice

Step 3: Slide Layouts

Standard layouts:

Layout	Name	Use
封面 (Cover)	Title slide	First slide
章节分隔 (Section)	Section divider	Major sections
标题+内容 (Title+Content)	Standard	Most slides
两栏 (Two-column)	Comparison	Pros/cons, before/after
图表 (Chart)	Data visualization	Charts, tables
图片 (Image)	Full image	Screenshots, photos
引用 (Quote)	Highlight	Key quotes, findings
附录 (Appendix)	Backup	Detailed data

Step 4: Content Slide Templates

Pre-built slide templates:

1. Executive Summary:

[Header bar with "投资摘要"]

左侧:
• [Point 1]
• [Point 2]
• [Point 3]

右侧:
[图表/数据 highlight]

底部:
目标价: ¥XX | 评级: [X] | 上行/下行: X%

2. Financial Table:

[Header bar with "财务数据"]

[Formatted table]
项目 | 2021 | 2022 | 2023 | 2024E | 2025E
-----|------|------|------|-------|-------
营业收入 | | | | |
归母净利润 | | | | |

底部: 数据来源: 公司年报, iFind/AkShare

3. Chart Slide:

[Header bar with "营业收入及增长"]

[Large chart area]
• Title: Clear and descriptive
• Data: Sourced and accurate
• Format: Consistent colors

底部: 数据来源: [Source]

4. Valuation:

[Header bar with "估值分析"]

[Football field chart]
[Methodology table]
目标价: ¥XX - ¥XX

底部: 数据来源: iFind, AkShare

5. Risk Factors:

[Header bar with "风险提示"]

[Numbered risk list]
1. [Risk category]
   • [Specific risk]
   • [Impact assessment]

底部: 本报告仅供内部参考

Step 5: Style Guide

Design standards:

Element	Standard
标题字体	Bold, 32-44pt
正文字体	Regular, 18-24pt
行间距	1.3-1.5x
配色	Primary: #1f4e79 (blue), Secondary: #4472c4
强调色	Red for negative, green for positive
表格	Clean, alternating row colors
图表	Minimal gridlines, clear labels

Step 6: Asset Library

Template assets:

Asset	Format	Usage
Firm logo	PNG (transparent)	Every slide header
Section dividers	PNG/JPG	Section breaks
Icon set	SVG/PNG	Visual elements
Chart templates	Excel-linked	Data slides
Footer	PNG/text	Every slide

Step 7: Template Files

Deliverables:

File	Description
[Name]_Template.pptx	Master template file
[Name]_Slide_Library.pptx	Pre-built slide library
[Name]_Style_Guide.pdf	Design guidelines
Assets/	Logos, icons, backgrounds

Step 8: Usage Instructions

Template usage guide:

使用说明

1. 打开 [Name]_Template.pptx
2. 使用 "新建幻灯片" 选择对应版式
3. 替换占位符内容:
   - [公司名称]
   - [报告标题]
   - [日期]
   - [数据]
4. 更新图表数据链接
5. 替换图片资产
6. 删除说明页

注意事项:
- 不要直接删除母版幻灯片
- 保持颜色和字体一致
- 所有数据需标注来源

China-Specific Considerations

Font Requirements

Font	Usage	Fallback
思源黑体	Preferred body font	微软雅黑
微软雅黑	Common system font	Arial
方正小标宋	Chinese formal titles	SimSun
Times New Roman	English/number

Color Conventions

Color	Meaning	Usage
红色	Negative / Loss / Below	Below benchmark, losses
绿色	Positive / Gain / Above	Above benchmark, gains
蓝色	Corporate / Primary	Headers, key points
灰色	Neutral	Secondary text
黄色	Highlight / Warning	Emphasis, alerts

Rating Color Codes

Rating	Chinese	Color
Buy	买入	Red (A-share convention: red = up)
Accumulate	增持	Light red
Neutral	中性	Yellow/Gray
Reduce	减持	Light green
Sell	卖出	Green

Quality Checks

Before delivering:

All layouts functional
Design consistent
Chinese fonts working
Assets embedded/linked
Usage instructions clear
File tested on PowerPoint
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-ppt-template-creatordescription: Create PowerPoint templates for A-share investment presentations. Adapts the original ppt-template-creator skill for Chinese business presentation standards and firm branding. Triggers on "A股PPT模板", "投资PPT模板", "create ppt template China", "presentation template", "制作PPT模板", or "build template for [purpose]".---# china-ppt-template-creator## PurposeCreate **A股投资分析PPT模板** — standardized PowerPoint templates for Chinese equity research and client presentations.## Data SourcesN/A (template creation)## Workflow### Step 1: Define Template Requirements**Template specification:**| Element | Specification ||---------|--------------|| 用途 | Research / Client / IC / Roadshow || 尺寸 | Standard 16:9 or 4:3 || 颜色 | Corporate brand colors || 字体 | Chinese-compatible fonts || Logo | Firm logo placement || 页数 | Base slides + content slides |### Step 2: Master Slide Design**Master slide elements:**| Element | Placement | Specification ||---------|-----------|--------------|| Firm logo | Top-right | Transparent PNG || Company logo | Top-left (if applicable) | || Date | Footer | YYYY年MM月DD日 || 页码 | Bottom-center | "第 X 页" || 标题栏 | Top | Background color, white text || Footer text | Bottom-left | Confidentiality notice |### Step 3: Slide Layouts**Standard layouts:**| Layout | Name | Use ||--------|------|-----|| 封面 (Cover) | Title slide | First slide || 章节分隔 (Section) | Section divider | Major sections || 标题+内容 (Title+Content) | Standard | Most slides || 两栏 (Two-column) | Comparison | Pros/cons, before/after || 图表 (Chart) | Data visualization | Charts, tables || 图片 (Image) | Full image | Screenshots, photos || 引用 (Quote) | Highlight | Key quotes, findings || 附录 (Appendix) | Backup | Detailed data |### Step 4: Content Slide Templates**Pre-built slide templates:****1. Executive Summary:**```[Header bar with "投资摘要"]左侧:• [Point 1]• [Point 2]• [Point 3]右侧:[图表/数据 highlight]底部:目标价: ¥XX | 评级: [X] | 上行/下行: X%```**2. Financial Table:**```[Header bar with "财务数据"][Formatted table]项目 | 2021 | 2022 | 2023 | 2024E | 2025E-----|------|------|------|-------|-------营业收入 | | | | |归母净利润 | | | | |底部: 数据来源: 公司年报, iFind/AkShare```**3. Chart Slide:**```[Header bar with "营业收入及增长"][Large chart area]• Title: Clear and descriptive• Data: Sourced and accurate• Format: Consistent colors底部: 数据来源: [Source]```**4. Valuation:**```[Header bar with "估值分析"][Football field chart][Methodology table]目标价: ¥XX - ¥XX底部: 数据来源: iFind, AkShare```**5. Risk Factors:**```[Header bar with "风险提示"][Numbered risk list]1. [Risk category] • [Specific risk] • [Impact assessment]底部: 本报告仅供内部参考```### Step 5: Style Guide**Design standards:**| Element | Standard ||---------|----------|| 标题字体 | Bold, 32-44pt || 正文字体 | Regular, 18-24pt || 行间距 | 1.3-1.5x || 配色 | Primary: #1f4e79 (blue), Secondary: #4472c4 || 强调色 | Red for negative, green for positive || 表格 | Clean, alternating row colors || 图表 | Minimal gridlines, clear labels |### Step 6: Asset Library**Template assets:**| Asset | Format | Usage ||-------|--------|-------|| Firm logo | PNG (transparent) | Every slide header || Section dividers | PNG/JPG | Section breaks || Icon set | SVG/PNG | Visual elements || Chart templates | Excel-linked | Data slides || Footer | PNG/text | Every slide |### Step 7: Template Files**Deliverables:**| File | Description ||------|-------------|| [Name]_Template.pptx | Master template file || [Name]_Slide_Library.pptx | Pre-built slide library || [Name]_Style_Guide.pdf | Design guidelines || Assets/ | Logos, icons, backgrounds |### Step 8: Usage Instructions**Template usage guide:**```使用说明1. 打开 [Name]_Template.pptx2. 使用 "新建幻灯片" 选择对应版式3. 替换占位符内容: - [公司名称] - [报告标题] - [日期] - [数据]4. 更新图表数据链接5. 替换图片资产6. 删除说明页注意事项:- 不要直接删除母版幻灯片- 保持颜色和字体一致- 所有数据需标注来源```## China-Specific Considerations### Font Requirements| Font | Usage | Fallback ||------|-------|----------|| 思源黑体 | Preferred body font | 微软雅黑 || 微软雅黑 | Common system font | Arial || 方正小标宋 | Chinese formal titles | SimSun || Times New Roman | English/number | |### Color Conventions| Color | Meaning | Usage ||-------|---------|-------|| 红色 | Negative / Loss / Below | Below benchmark, losses || 绿色 | Positive / Gain / Above | Above benchmark, gains || 蓝色 | Corporate / Primary | Headers, key points || 灰色 | Neutral | Secondary text || 黄色 | Highlight / Warning | Emphasis, alerts |### Rating Color Codes| Rating | Chinese | Color ||--------|---------|-------|| Buy | 买入 | Red (A-share convention: red = up) || Accumulate | 增持 | Light red || Neutral | 中性 | Yellow/Gray || Reduce | 减持 | Light green || Sell | 卖出 | Green |## Quality ChecksBefore delivering:- [ ] All layouts functional- [ ] Design consistent- [ ] Chinese fonts working- [ ] Assets embedded/linked- [ ] Usage instructions clear- [ ] File tested on PowerPoint> **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/china-finance/skills/china-ppt-template-creator commit 13535d63cb

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npx skillmds@latest add jwangkun/china-ppt-template-creator