Agent skill

A Share Capital Allocation

by aifinlab in aifinlab/FinClaw

A股资本配置/再投资分析/资本支出与股东回报评估。当用户说"资本配置"、"capital allocation"、"回购"、"增发"、"并购"、"钱怎么花的"、"XX在做什么并购"、"定增"、"再融资"、"股份回购"、"资本开支"、"资本配置策略"、"资本配置分析"、"CAPEX"、"股东回报"时触发。MUST USE when user asks about capital…

Apache-2.0Auto-check passed

Install A Share Capital Allocation

skills CLI
$ npx skills add aifinlab/FinClaw --skill a-share-capital-allocation -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install aifinlab/FinClaw a-share-capital-allocation --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/a-share-capital-allocation .claude/skills/a-share-capital-allocation && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
a-share-capital-allocation
GitHub stars
254
Token cost
~783 tokens
SKILL.md length
165 words
Files
2 (incl. references)
Skills in repo
74
Repo updated
First seen
Licence
Apache-2.0

At a glance

A股资本配置/再投资分析/资本支出与股东回报评估。当用户说"资本配置"、"capital allocation"、"回购"、"增发"、"并购"、"钱怎么花的"、"XX在做什么并购"、"定增"、"再融资"、"股份回购"、"资本开支"、"资本配置策略"、"资本配置分析"、"CAPEX"、"股东回报"时触发。MUST USE when user asks about capital…

  • Works in 7 steps: ROIC > WACC 才值得再投资:低于 WACC… → 频繁并购需警惕商誉:A股并购商誉减值是重大风险,逐笔检查大额并购 → 回购注销才是真回购:A股很多回购用于股权激励而非注销,需区分(注销 =… → …
  • User asks about capital allocation strategy
  • Calls python
  • Share buyback evaluation

What it does

A Share Capital Allocation is an agent skill from aifinlab/FinClaw. A股资本配置/再投资分析/资本支出与股东回报评估。当用户说"资本配置"、"capital allocation"、"回购"、"增发"、"并购"、"钱怎么花的"、"XX在做什么并购"、"定增"、"再融资"、"股份回购"、"资本开支"、"资本配置策略"、"资本配置分析"、"CAPEX"、"股东回报"时触发。MUST USE when user asks about capital allocation strategy, CAPEX analysis, share buyback evaluation, M&A assessment, or how a company deploys its capital. 分析企业资本配置决策(回购/分红/并购/资本开支/偿债),评估管理层的资本配置能力和股东回报意识。支持研报风格(formal)和快速分析风格(brief)。

Its SKILL.md is about 780 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/capital-allocation-guide.md`).

The licence is Apache-2.0.

When your agent uses it

  • User asks about capital allocation strategy
  • Share buyback evaluation
  • How a company deploys its capital

Example prompts

  • “capital allocation”
  • “XX在做什么并购”
  • “资本配置策略”
  • “/a-share-capital-allocation”

Requirements

  • Python 3

Workflow steps

7 steps, taken from the first numbered list in SKILL.md.

  1. ROIC > WACC 才值得再投资:低于 WACC 的再投资是在毁灭价值,应优先分红/回购
  2. 频繁并购需警惕商誉:A股并购商誉减值是重大风险,逐笔检查大额并购
  3. 回购注销才是真回购:A股很多回购用于股权激励而非注销,需区分(注销 = 真金白银回馈股东 vs 库存股 = 间接薪酬)
  4. 结合行业生命周期看配置:成长期重 Capex/研发,成熟期重分红/回购,衰退期重偿债/转型
  5. 关注定增/配股/可转债的摊薄效应:再融资是"反回购",需评估融资目的合理性
  6. 现金堆积≠好事:大量闲置现金可能意味着管理层缺乏投资眼光或存在代理问题
  7. 与其他 skill 联动:可用 a-share-earnings-analysis 深入财务细节,a-share-dividend 深入分红分析,a-share-event 分析具体并购/增发事件

What it can do on your machine

Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • python

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

A Share Capital Allocation loads about 783 tokens when it runs, and up to ~2.4k if it reads all its reference files. Until then it costs about 103 tokens; SKILL.md has 165 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~103
When it runs · the whole SKILL.md, loaded when a task matches
~783
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.4k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 165 words, ~783 tokens.

Download SKILL.mdSave it as .claude/skills/a-share-capital-allocation/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
a-share-capital-allocation
description
A股资本配置/再投资分析/资本支出与股东回报评估。当用户说"资本配置"、"capital allocation"、"回购"、"增发"、"并购"、"钱怎么花的"、"XX在做什么并购"、"定增"、"再融资"、"股份回购"、"资本开支"、"资本配置策略"、"资本配置分析"、"CAPEX"、"股东回报"时触发。MUST USE when user asks about capital allocation strategy, CAPEX analysis, share buyback evaluation, M&A assessment, or how a company deploys its capital. 分析企业资本配置决策(回购/分红/并购/资本开支/偿债),评估管理层的资本配置能力和股东回报意识。支持研报风格(formal)和快速分析风格(brief)。
数据源
bash
SCRIPTS="$SKILLS_ROOT/cn-stock-data/scripts"

# 财务数据(利润表/资产负债表/现金流量表 → 资本开支/研发/分红/偿债)
python "$SCRIPTS/cn_stock_data.py" finance --code [CODE]

# 实时行情(当前市值 → 计算回购/分红收益率)
python "$SCRIPTS/cn_stock_data.py" quote --code [CODE]

# K线(股价走势 → 回购/增发时点判断)
python "$SCRIPTS/cn_stock_data.py" kline --code [CODE] --freq daily --start [3年前]

# 资金流向
python "$SCRIPTS/cn_stock_data.py" fund_flow --code [CODE] --days 30
python
# 回购数据
import akshare as ak
df = ak.stock_repurchase_em()  # A股回购汇总

补充 web 搜索:回购公告、定增/配股/可转债方案、并购进展、资本开支计划、分红方案公告。

Workflow (5 steps):

Step 1: 资本配置全景图(近3-5年)

梳理企业资金去向的完整画面:

资金用途占经营现金流比金额(亿)趋势
资本开支(Capex)↑/→/↓
研发投入
并购(M&A)
分红
回购
偿债/降杠杆
账上现金积累

数据来源:

  • 现金流量表:购建固定资产(Capex)、取得子公司(并购)、分配股利(分红)、偿还债务
  • 利润表:研发费用
  • Web 搜索:回购公告(ak.stock_repurchase_em())、定增方案

Step 2: 资本配置效率评估

再投资回报:

  • ROIC vs WACC:ROIC > WACC → 再投资创造价值
  • 增量 ROIC(近3年新增资本的回报率)
  • Capex/折旧比:>1 扩张期,≈1 维持期,<1 收缩期

并购评估:

  • 商誉/净资产比:>30% 需警惕
  • 历史并购是否产生过商誉减值
  • 并购标的是否与主业协同(产业链上下游 vs 跨界)
  • 并购对价是否合理(PE/PS vs 行业水平)

资本结构:

  • 资产负债率趋势
  • 净负债率(Net Debt/EBITDA)
  • 利息保障倍数

Step 3: 股东回报分析

分红:

  • 分红率(占归母净利润比):近3-5年趋势
  • 股息率 = 每股股利 / 当前股价
  • 是否持续稳定分红(A股分红连续性评估)

回购:

  • 回购金额/占市值比
  • 回购是否注销(注销 = 真回购 vs 库存股 = 可能用于激励)
  • 回购价格区间 vs 当前股价(管理层对估值的判断)
  • 回购进度:已回购/计划回购

综合股东回报率 = (分红 + 回购注销金额) / 市值

Step 4: 同业对比

指标本公司同业A同业B行业均值
ROIC
分红率
回购/市值
Capex/营收
商誉/净资产
股东回报率

Step 5: 输出

风格说明
维度formal(机构研报风格)brief(快速分析风格)
篇幅3-5 页半页-1页
资本配置全景完整表格+3-5年趋势图描述核心数字+方向判断
效率评估详细ROIC/WACC计算、并购逐笔分析ROIC vs WACC结论、商誉风险一句话
股东回报分红/回购详细拆解综合回报率+关键判断
同业对比完整对比表1-2个关键指标对比
结论资本配置评级+改进建议一句话评价
免责声明需要不需要

默认风格:brief。用户说"详细"、"完整"、"报告"时切换 formal。

关键规则
  1. ROIC > WACC 才值得再投资:低于 WACC 的再投资是在毁灭价值,应优先分红/回购
  2. 频繁并购需警惕商誉:A股并购商誉减值是重大风险,逐笔检查大额并购
  3. 回购注销才是真回购:A股很多回购用于股权激励而非注销,需区分(注销 = 真金白银回馈股东 vs 库存股 = 间接薪酬)
  4. 结合行业生命周期看配置:成长期重 Capex/研发,成熟期重分红/回购,衰退期重偿债/转型
  5. 关注定增/配股/可转债的摊薄效应:再融资是"反回购",需评估融资目的合理性
  6. 现金堆积≠好事:大量闲置现金可能意味着管理层缺乏投资眼光或存在代理问题
  7. 与其他 skill 联动:可用 a-share-earnings-analysis 深入财务细节,a-share-dividend 深入分红分析,a-share-event 分析具体并购/增发事件

使用示例

示例 1: 基本使用
python
# 调用 skill
result = run_skill({
    "param1": "value1",
    "param2": "value2"
})
示例 2: 命令行使用
bash
python scripts/run_skill.py --input data.json

© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in skills/a-share-capital-allocation of aifinlab/FinClaw.

  • SKILL.md
  • references/capital-allocation-guide.md

Open the folder on GitHubat commit 9e62862

Compare with similar skills

A Share Capital Allocation next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

A Share Capital Allocation compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
A Share Capital Allocation this skillaifinlab/FinClaw254—~783Automated safety check: PassApache-2.0
ShareClickHouse/ClickHouse50k—~558Automated safety check: NotesApache-2.0
Capital Allocationcbrock84/headcount2k—~791Automated safety check: PassMIT
Capital Allocationmohitagw15856/pm-claude-skills1.4k—~983Automated safety check: PassMIT
Capital Allocationdaloopa/investing489—~2.3kAutomated safety check: PassApache-2.0
SharingBuilderIO/agent-native7.1k—~3.4kAutomated safety check: PassNone

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Questions about A Share Capital Allocation

What does A Share Capital Allocation do?

A股资本配置/再投资分析/资本支出与股东回报评估。当用户说"资本配置"、"capital allocation"、"回购"、"增发"、"并购"、"钱怎么花的"、"XX在做什么并购"、"定增"、"再融资"、"股份回购"、"资本开支"、"资本配置策略"、"资本配置分析"、"CAPEX"、"股东回报"时触发。MUST USE when user asks about capital…. A Share Capital Allocation is an agent skill from aifinlab/FinClaw. A股资本配置/再投资分析/资本支出与股东回报评估。当用户说"资本配置"、"capital allocation"、"回购"、"增发"、"并购"、"钱怎么花的"、"XX在做什么并购"、"定增"、"再融资"、"股份回购"、"资本开支"、"资本配置策略"、"资本配置分析"、"CAPEX"、"股东回报"时触发。MUST USE when user asks about capital allocation strategy, CAPEX analysis, share buyback evaluation, M&A assessment, or how a company deploys its capital.

When should I use A Share Capital Allocation?

A Share Capital Allocation fits situations like: user asks about capital allocation strategy; share buyback evaluation; how a company deploys its capital.

How do I install A Share Capital Allocation in Claude Code?

Run `npx skills add aifinlab/FinClaw --skill a-share-capital-allocation -a claude-code`. Or copy the skill folder (skills/a-share-capital-allocation in aifinlab/FinClaw) into .claude/skills/a-share-capital-allocation in your project. Claude Code loads it when a task matches its description.

How do I install A Share Capital Allocation in Codex?

Run `npx skills add aifinlab/FinClaw --skill a-share-capital-allocation -a codex`. Or copy the skill folder (skills/a-share-capital-allocation in aifinlab/FinClaw) into .agents/skills/a-share-capital-allocation in your project. Codex loads it when a task matches its description.

Can I use A Share Capital Allocation in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill a-share-capital-allocation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/a-share-capital-allocation, .gemini/skills/a-share-capital-allocation, .github/skills/a-share-capital-allocation and .opencode/skills/a-share-capital-allocation in your project.

What does A Share Capital Allocation need to run?

Going by SKILL.md and its folder, A Share Capital Allocation needs the command-line tools its instructions call (python). Our summary lists: Python 3.

Does A Share Capital Allocation access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is A Share Capital Allocation safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does A Share Capital Allocation use?

A Share Capital Allocation is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does A Share Capital Allocation use?

About 783 tokens (SKILL.md is roughly 3.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.6k tokens, read only when the agent opens those files.

What are the alternatives to A Share Capital Allocation?

Skills that share tags, products or a category with A Share Capital Allocation: Share (ClickHouse/ClickHouse, 50k stars), Capital Allocation (cbrock84/headcount, 2k stars), Capital Allocation (mohitagw15856/pm-claude-skills, 1.4k stars) and Capital Allocation (daloopa/investing, 489 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains A Share Capital Allocation?

aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 254 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.

Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.