From investment-banking
Structure and draft Confidential Information Memorandums (CIMs) for A-share sell-side M&A with Chinese market context. Uses AkShare financial data and standard CIM sections.
How this skill is triggered — by the user, by Claude, or both
Slash command
/investment-banking:china-cim-builderThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Draft **A股并购CIM (Confidential Information Memorandum)** for sell-side M&A processes — comprehensive, confidential company overviews for potential buyers.
Draft A股并购CIM (Confidential Information Memorandum) for sell-side M&A processes — comprehensive, confidential company overviews for potential buyers.
get_stock_info(ticker) → Company profile
get_quote(ticker) → Valuation snapshot
get_historical_data(ticker) → Trading history
get_financials(ticker, "income", "annual") → Historical P&L
get_financials(ticker, "balance", "annual") → Historical BS
get_financials(ticker, "cashflow", "annual") → Historical CF
get_industry_stocks(industry="...") → Industry peers
CIM types:
| Type | Use | Typical Length |
|---|---|---|
| Full CIM | Comprehensive sell-side | 50-100 pages |
| Summary CIM | Initial teaser + overview | 15-25 pages |
| Teaser | Anonymous preview | 1-2 pages |
| Management presentation | Buyer meeting | 20-40 slides |
A-share CIM sections:
一、交易概述 (Transaction Overview)
- 交易背景
- 交易结构
- 时间表
二、公司概览 (Company Overview)
- 公司简介
- 发展历程
- 业务模式
- 组织结构
- 管理层介绍
三、行业分析 (Industry Analysis)
- 市场规模
- 发展趋势
- 竞争格局
- 政策环境
四、经营分析 (Operating Analysis)
- 业务拆分
- 核心竞争优势
- 客户结构
- 渠道网络
- 供应链
五、财务分析 (Financial Analysis)
- 历史财务表现
- 财务比率分析
- 盈利质量
- 现金流分析
六、估值分析 (Valuation Analysis)
- 交易比较 (可比交易)
- 交易倍数 (Trading comps)
- DCF估值
- 估值区间
七、风险因素 (Risk Factors)
- 行业风险
- 公司风险
- 市场风险
- 政策风险
八、附录 (Appendices)
- 详细财务报表
- 管理层简历
- 术语表
For each section:
Writing guidelines:
Key sections detail:
CIM quality checklist:
| Section | Requirement |
|---|---|
| Confidentiality | Prominent watermark and notice |
| Executive summary | Compelling, concise (1-2 pages) |
| Financials | Complete, consistent, sourced |
| Industry | Contextual, data-backed |
| Risks | Comprehensive, not minimized |
| Formatting | Professional, consistent |
| Graphics | Charts, tables, org charts |
Mandatory disclosure content:
Common in China CIMs:
| Industry | Special CIM Sections |
|---|---|
| 白酒 | 批价历史, 渠道库存, 品牌矩阵 |
| 半导体 | 产能规划, 技术路线, 客户认证 |
| 新能源 | 技术迭代, 产能规划, 补贴依赖 |
| 医药 | 管线组合, 临床数据, 集采风险 |
| 房地产 | 土储质量, 去化率, 融资结构 |
A-share premium context:
Before finalizing:
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