China Deal Tracker

china-deal-tracker

Purpose

Track A股投行交易/并购进度 with structured milestone tracking, deadline management, and action item follow-up.

Data Sources

Tier 0 — 万得 Wind（最全面付费数据）

• 覆盖：A股/港美股/基金/指数/债券/宏观/研报/分析（44个工具）
• MCP 服务：wind-mcp（需 WIND_API_KEY 密钥，以 ak_ 开头）
• 优势：全市场覆盖面最广、数据最全面、包含研报和量化分析
• 密钥申请：https://aifinmarket.wind.com.cn/#/home

Tier 1 — 同花顺 iFind（付费精确数据）/ AkShare MCP（Tier-2 免费备选）

Workflow

Step 1: Set Up Deal Record

Deal setup template:

{
  "deal_name": "[Target] 股权转让",
  "deal_type": "股权收购 / 资产收购 / 吸收合并 / 借壳",
  "target": "[Company name] ([Ticker])",
  "industry": "[Industry]",
  "mandate_date": "[Date]",
  "expected_close": "[Date]",
  "deal_size": "XX亿",
  "status": "Active / On hold / Completed / Terminated"
}

Step 2: Define Milestones

Standard A-share M&A milestones:

| # | Milestone | Typical Duration | Dependencies | |---|-----------|-----------------|-------------| | 1 | 委托签约 (Mandate signing) | Day 0 | Client agreement | | 2 | Teaser 制作 | 3-5 days | Information gathering | | 3 | 买方筛选 (Buyer screening) | 1-2 weeks | IOI responses | | 4 | NDA 签署 | 1-3 days | Buyer identification | | 5 | 管理层会议 (Management meeting) | Week 3-4 | Buyer shortlist | | 6 | 尽调 (Due diligence) | 2-4 weeks | Data room access | | 7 | 投标 (Bid submission) | Week 6-8 | DD complete | | 8 | 谈判 (Negotiation) | 2-4 weeks | Best bid selection | | 9 | 排他 (Exclusivity) | 2-4 weeks | Term sheet signed | | 10 | SPA 签署 (Signing) | 4-8 weeks | Approvals obtained | | 11 | 监管审批 (Regulatory approval) | 1-6 months | Filing complete | | 12 | 交割 (Closing) | Day 0 of closing | All CPs satisfied |

Step 3: Track Action Items

Action item format:

| # | Action | Owner | Deadline | Status | Notes | |---|--------|-------|----------|--------|-------| | 1 | 制作Teaser | [Name] | [Date] | In progress | | | 2 | 买方联系 | [Name] | [Date] | Not started | 3 target buyers | | 3 | 管理层会议安排 | [Name] | [Date] | Pending | 需确认日期 |

Step 4: Weekly Status Update

Standard status format:

【[Deal Name]】周报 [YYYY-MM-DD]

一、本周进展
   - [Milestone 1]: [Status update]
   - [Milestone 2]: [Status update]

二、下周计划
   - [Action 1]
   - [Action 2]

三、风险与问题
   - [Issue 1]: [Mitigation]
   - [Issue 2]: [Escalation needed?]

四、时间表更新
   [Updated timeline if changed]

Step 5: Deadlines & Alerts

Critical deadlines to track:

| Deadline | Alert Level | Action Required | |----------|-------------|-----------------| | IOI submission | High | Confirm receipt | | FBO submission | High | Final review | | Management meeting | High | Preparation, logistics | | Regulatory filing | Critical | Prepare documents | | SPA signing | Critical | Final terms | | Closing | Critical | Coordination |

Step 6: Pipeline Overview

Deal pipeline summary:

| Deal | Stage | Size | Expected Close | Probability | Next Action | |------|-------|------|---------------|-------------|-------------| | | | | | | |

China-Specific Considerations

Regulatory Timeline Variations

| Factor | Impact | |--------|--------| | 反垄断审查 | Can add 60-180 days | | 国有股权转让 | Requires 评估 and 产权交易所 | | 外资安全审查 | 30-60 days if foreign buyer | | 行业准入 | Sector-specific approvals |

Common Delays

| Issue | Typical Impact | Mitigation | |-------|---------------|------------| | 监管审批延迟 | +30-90 days | Early filing, engage regulators | | 管理层分歧 | +2-4 weeks | Alignment meetings | | 买方尽调问题 | +1-2 weeks | Data room preparation | | 估值差距 | +2-4 weeks | Advisor mediation | | 审批机关反馈 | Variable | Proactive engagement |

A-share Specific Items

• 停牌 (Trading halt): Target company stock halt during process
• 信息披露 (Disclosure): Public announcements required at key stages
• 内幕信息管理 (Insider trading): Strict MI management required
• 保密期 (Confidentiality period): Typically 6-12 months

Quality Checks

Before updating:

• [ ] All milestones defined
• [ ] Owners assigned
• [ ] Deadlines realistic
• [ ] Status accurate
• [ ] Risks flagged
• [ ] Next actions clear
• [ ] Pipeline summary current

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: eitazhou10
• Source: eitazhou10/opencode-for-financial-services-cn
• License: Apache-2.0

Install and usage instructions live in the source repository linked above.