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Generates Chinese investment bank pitch deck PPTX files for IPO roadshows, M&A pitches, placements, and bond issuances, using financial data tools and standard IB formats with charts/tables.
npx claudepluginhub ccq1/cn-financial-services-plugins --plugin cn-investment-bankingHow this skill is triggered — by the user, by Claude, or both
Slash command
/cn-investment-banking:pitch-deckThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
本技能帮助创建专业的中国投行路演 PPT 材料,适用于 IPO 路演、并购推介、定增推介和债券发行等场景。输出为 PowerPoint 格式,遵循国内投行通用排版标准。
Creates investment banking strip profiles (company profiles) for pitch books and deal materials. Generates 1-4 slides with quadrant layouts, charts, and tables from SEC filings and market data.
Creates pitch decks, one-pagers, memos, financial models, and fundraising materials. Ensures consistency across docs for investor-facing needs.
Generates audience-specific company tear sheets using S&P Capital IQ data, formatted as professional Word documents. Supports equity research, M&A, corporate development, and sales/BD audiences.
Share bugs, ideas, or general feedback.
本技能帮助创建专业的中国投行路演 PPT 材料,适用于 IPO 路演、并购推介、定增推介和债券发行等场景。输出为 PowerPoint 格式,遵循国内投行通用排版标准。
get_company_info — 公司基本信息get_income_statement — 财务数据get_balance_sheet — 资产数据get_financial_indicators — 关键指标get_valuation_metrics — 估值数据get_industry_stocks — 行业对标get_realtime_quote — 最新行情核心投资逻辑(3-5 条): 每条用一句话 + 1-2 个数据支撑
示例:
公司概况
发展历程
管理团队
行业概况
竞争格局
产业政策
行业趋势
商业模式
核心竞争力
产品/服务
客户与渠道
收入分析
盈利分析
关键指标摘要表
| 指标 | 2022A | 2023A | 2024A |
|---|---|---|---|
| 营收(亿元) | |||
| 归母净利(亿元) | |||
| 毛利率 | |||
| 净利率 | |||
| ROE |
| 项目 | 金额(亿元) | 用途说明 |
|---|---|---|
| 项目 A | ||
| 项目 B | ||
| 补充流动资金 | ||
| 合计 |
交付物:PPTX 文件
页数:25-40 页
文件名:[公司名]_[场景]_路演材料_[日期].pptx
示例:某科技公司_IPO路演_20250315.pptx