What problem does it solve?
This Skill eliminates the inefficient, ad-hoc process of manually sourcing investment ideas by providing a structured, repeatable workflow for screening and thematic research across A-share, Hong Kong, and US-listed Chinese equity markets, ensuring no high-potential opportunities are missed due to unstructured research.
Core Features & Use Cases
- Multi-style quantitative screening: Run tailored screens for value, growth, quality, short, and special situation strategies using domestic financial data sources including AKShare, Tushare, and Wind.
- Thematic idea generation: Map value chains for emerging market themes (e.g., AI infrastructure, aging demographics, reshoring) to identify underappreciated pure-play and second-order beneficiaries.
- Structured idea output: Receive standardized one-page summaries for each candidate idea, including key valuation metrics, investment thesis, risk factors, and recommended next steps for due diligence.
Use case: A sell-side equity researcher can use this Skill to quickly screen for small-cap growth stocks in the new energy sector with >20% YoY revenue growth and recent insider buying, then layer on a thematic sweep for companies benefiting from China's renewable energy subsidies to build a prioritized pitch list for weekly client meetings.
Quick Start
Use the idea-generation skill to run a value screen for large-cap A-share stocks with P/E below sector median and >5% free cash flow yield, then present the top 3 ideas with full one-page summaries.