China Catalyst Calendar

china-catalyst-calendar

Purpose

Build and maintain a A股催化剂日历 tracking upcoming events that could materially impact stock prices within a coverage universe.

Catalyst Types (A-share Specific)

1. Earnings & Financial Reports

| Event | Typical Timing | Notes | |-------|---------------|-------| | 业绩预告 (earnings preview) | 1-4 weeks before | Mandatory if variance >50% from prior | | 季报 (quarterly report) | 1 month after quarter-end | 10-day grace period possible | | 中报 (semi-annual report) | 2 months after H1 | 15-day grace period | | 年报 (annual report) | 4 months after year-end | Most important event of the year | | 业绩说明会 (earnings call) | Same day or next trading day | 上证e互动 / 深交所互动易 |

2. Regulatory & Policy Events

| Event | Impact | Typical Timing | |-------|--------|---------------| | 央行MLF/LPR操作 | High (liquidity, rates) | 15th of each month (MLF) | | 央行降准/降息 | Very high | Ad-hoc, 国新办发布会 | | 国务院政策发布 | Sector-specific | Ad-hoc | | 部委监管政策 (NMPA, MIIT, etc.) | Industry-specific | Ad-hoc | | 集采结果 (volume-based procurement) | Pharma/medtech | Quarterly cycles | | 行业准入政策变化 | Sector-specific | Ad-hoc | | 反垄断调查 | Specific companies | Ad-hoc |

3. Corporate Events

| Event | Impact | Notes | |-------|--------|-------| | 股东大会 (AGM) | Low-medium | Voting on key items | | 分红/送股/转增 (dividend/rights) | Medium | Ex-dividend date matters | | 限售股解禁 (lock-up expiry) | Medium-high | Watch large blocks | | 增减持公告 (shareholder transactions) | Low-medium | 5% threshold triggers disclosure | | 回购 (share buyback) | Low-medium | Implementation tracking | | 并购重组 (M&A announcements) | High | 停牌 until announcement | | 增发/配股 (seasoned equity) | High | Dilution impact | | 可转债发行/转股 | Medium | Conversion tracking |

4. Sector / Industry Events

| Event | Example Sectors | Notes | |-------|----------------|-------| | 行业展会/论坛 | 新能源, 半导体, 医药 | Networking, product announcements | | 政策研讨会 | 环保, 教育, 互联网 | Policy direction signals | | 行业协会数据发布 | 汽车, 光伏, 风电 | Monthly/quarterly stats | | 国际展会 (CES, IFA, etc.) | 消费电子 | New product launches |

5. Macro Data Releases

| Indicator | Frequency | Impact | |-----------|-----------|--------| | PMI (制造业/非制造业) | Monthly (1st) | Market-wide | | CPI / PPI | Monthly (9-10th) | Rates, commodities | | 社会融资规模 / M2 | Monthly (10-15th) | Liquidity | | 外汇储备 | Monthly | FX sentiment | | 工业增加值 | Monthly | Growth indicator | | 零售数据 | Monthly | Consumption | | 就业数据 | Quarterly | Labor market |

Data Sources (Multi-Tier)

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 - Tonghuashun iFind (paid)

ifind_get_stock_events(query)  -> Key corporate events, dividends, buybacks
ifind_search_notice(query)     -> Announcement search
ifind_search_news(query)       -> Related news
ifind_get_stock_info(ticker)   -> Company profile, share structure

Tier 2 - AkShare (free, fallback)

Company-Specific

# AkShare MCP
get_financials(ticker, "income", "annual")   → Historical earnings pattern
get_quote(ticker)                            → Current trading status
get_stock_info(ticker)                       → Company basic info

# Web sources for calendar data
# - 巨潮公告搜索: cninfo.com.cn
# - 上交所公告: sse.com.cn
# - 深交所公告: szse.cn

Market-Wide

get_index_data("000001")  # 上证指数 context
get_stock_news(ticker="") # General market news

> Data source mode: IFIND_DATA_SOURCE_MODE=ifind-only for iFind-only mode.

Workflow

Step 1: Define Coverage Universe

Identify the stocks and sectors to track. Typical A-share coverage universe:

• 50-200 names
• Organized by sector/industry
• Priority tiers (P1 = must-track, P2 = watchlist)

Step 2: Build Calendar Entries

For each catalyst, record:

{
  "date": "2024-04-25",
  "type": "earnings",
  "subtype": "季报",
  "ticker": "{{TICKER}}",
  "company": "{{COMPANY_NAME}}",
  "importance": "high",
  "notes": "Q1 2024 results; watch 批价 and inventory",
  "status": "confirmed"
}

Catalyst types in JSON:

• earnings — quarterly/semi/annual reports
• earnings_call — 业绩说明会
• regulatory — 监管政策发布
• policy — 宏观政策 (央行, 国务院)
• corporate — 公司事件 (分红, 解禁, M&A)
• macro_data — 经济数据发布
• sector_event — 行业展会/论坛
• lockup_expiry — 限售股解禁

Step 3: Prioritize Catalysts

Importance levels:

• Critical: Likely to move stock >10% (earnings, M&A, major policy)
• High: Likely to move stock 5-10% (regulatory decisions, industry data)
• Medium: Watch item, context-setting (dividend, conference participation)
• Low: Background noise (routine filings, minor announcements)

Step 4: Pre-Catalyst Preparation

1 week before critical catalysts:

• Pull latest data and consensus
• Prepare scenario analysis
• Draft preliminary positioning note
• Alert stakeholders if high-impact

1 day before critical catalysts:

• Final data check
• Confirm release timing (morning vs afternoon)
• Prepare pre-market positioning note
• Set monitoring alerts

Step 5: Post-Catalyst Update

After catalyst passes:

• Record actual outcome
• Compare vs scenario framework
• Update price target / thesis if material
• Move to "completed" section
• Flag next catalyst in queue

Calendar Format

Weekly View

【本周催化剂日历】[YYYY-MM-DD 至 YYYY-MM-DD]

周一 [Date]
  - [Time] [Ticker] [Company] — [Event type] — [Importance]
  - [Time] [Macro event] — [Impact assessment]

周二 [Date]
  ...

本周重点：
- [Top 2-3 catalysts to watch]
- [Market-wide risk events]

Monthly View

【X月重要事件日历】

财报窗口:
- [Week 1]: [Sector] Q[X] results: [List of companies]
- [Week 2]: [Sector] Q[X] results: [List of companies]

政策窗口:
- [Date]: [Policy event] — [Expected impact]

解禁窗口:
- [Date]: [Ticker] — [Amount] shares unlocking — [Risk assessment]

宏观数据:
- [Date]: [Indicator] — [Consensus] — [Previous]

Upcoming Catalysts Table

| Date | Company | Event | Importance | Watch Item | |------|---------|-------|------------|------------| | {{DATE}} | {{COMPANYNAME}} ({{TICKER}}) | {{EVENTTYPE}} | {{IMPORTANCE}} | {{WATCH_ITEMS}} | | Example | 贵州茅台 (600519) | Q1 年报 | Critical | 批价, 动销 | | 04-30 | 工信部 | 新能源车月度数据 | Medium | 销量, 渗透率 |

China-Specific Considerations

Earnings Calendar Patterns

| Season | Months | Key Notes | |--------|--------|-----------| | Q1 earnings | Late April | 年报 + Q1季报 叠加, 信息密集 | | H1 earnings | Late August | 中报窗口, 分红预案公布 | | Q3 earnings | Late October | 三季报, 全年预测调整 | | Annual earnings | Jan-April | 年报密集发布, 分红方案 |

Lock-up Expiry (限售股解禁)

• 首发限售股 (IPO lock-up): typically 12 months
• 定增限售股 (private placement): typically 6-18 months
• 股权激励限售股: varies by plan
• High lock-up expiry → potential selling pressure

Risk assessment:

• Large percentage of float unlocking (>5%) → high risk
• Concentrated holders (single entity) → higher impact
• Company in downtrend → higher probability of sale

Regulatory Calendar

Recurring policy events:

• 中央经济工作会议 (Central Economic Work Conference): Dec
• 两会 (Two Sessions / NPC & CPPCC): Mar
• 政治局会议 (Politburo meeting): Monthly (economics discussed ~quarterly)
• 国新办发布会 (State Council Info Office presser): Ad-hoc
• 央行货币政策执行报告: Quarterly

Dividend Calendar

• 股权登记日 (record date): critical for dividend capture
• 除权除息日 (ex-dividend date): price adjusts
• 分红实施公告: typically 2-4 weeks after AGM approval
• 高送转 (high bonus issue): historically market-positive event

Integration with Other Skills

| Related Skill | Integration Point | |---------------|-------------------| | china-earnings-analysis | Post-earnings catalyst review | | china-earnings-preview | Pre-earnings scenario setup | | china-thesis-tracker | Catalyst milestone tracking | | china-morning-note | Daily catalyst briefing | | china-market-researcher | Sector catalyst themes |

Quality Checks

Before delivering:

• [ ] Calendar covers 4-12 weeks ahead
• [ ] All critical catalysts flagged
• [ ] Dates verified against official sources
• [ ] Importance levels assigned consistently
• [ ] Watch items specific and actionable
• [ ] Pre-catalyst preparation tasks defined

Source & license

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

• Author: jwangkun
• Source: jwangkun/claude-for-financial-services-cn
• License: Apache-2.0

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