China Ppt Template Creator

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]SlideLibrary.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

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.