Banker Slides PPTX
Step 2 of the banker pipeline: analysis.md + data-provenance.md → slides-outline.md (structured) → .pptx with real banker visual primitives.
Pipeline position
banker-memo-md (Step 1) → analysis.md + data-provenance.md
│
▼
banker-slides-pptx (THIS SKILL)
│
┌─────────┴─────────┐
▼ ▼
slides-outline.md (rendered by)
(structured YAML build_outline_deck_v2.py
blocks per slide) │
▼
.pptx
What makes this different from a generic "write some slides" prompt
Most LLM-written slide outlines are prose ("Slide 4: Key takeaway is X"). That's useless — the renderer can only emit a paragraph.
This skill forces the agent to write structured layout data the renderer can parse into real pptxgenjs primitives:
stat-cards → addShape + big-number addText cards3y-table / peer-table / scenario-table → real addTable() with column widths + cell fillbar-chart / line-chart → real addChart() with X-axis + Y-series datarisk-heatmap → 3×3 colored grid with risk items placed by (severity, likelihood)callout-box → full-width gold-bordered box + large-font verdict text
The prompt reads analysis.md already written by banker-memo-md, extracts the numbers, and emits structured outline blocks. The renderer does no LLM work — it's a deterministic layout emitter.
Outline schema (what the agent writes)
Each slide uses a ## Slide N — </code> heading followed by <code>Layout:</code> + type-specific YAML-style fields.</p><h3><code>cover</code></h3><pre><code>## Slide 1 — Cover
Layout: cover
English-title: China Vanke Co., Ltd.
Chinese-subtitle: 万科A · 房地产开发 · 投行深度研究
Ticker: 000002.SZ
Date: 2026-04
</code></pre><h3><code>divider</code> (section divider between parts)</h3><pre><code>## Slide N — Section Divider
Layout: divider
Chinese-title: 财务深度诊断
English-subtitle: Financial Deep-Dive
</code></pre><h3><code>stat-cards</code> (3-4 big-number cards)</h3><pre><code>## Slide N — Executive Summary Stats
Layout: stat-cards
Cards:
- label: 2024 营收
value: "3,431.76"
unit: 亿元
- label: 归母净亏损
value: "-494.78"
unit: 亿元
highlight: red
- label: ROE 2024
value: "-21.82"
unit: "%"
highlight: red
- label: 资产负债率
value: "73.66"
unit: "%"
highlight: amber
</code></pre><h3><code>table</code> (3Y YoY / peer / any matrix)</h3><pre><code>## Slide N — 3Y Financial Trend
Layout: table
Headers: ["指标", "2022", "2023", "2024", "YoY 24v23"]
Rows:
- ["营收（亿元）", "5,038.4", "4,657.4", "3,431.8", "-26.3%"]
- ["归母净利（亿元）", "226.2", "67.7", "-494.8", "N/M"]
- ["ROE（%）", "9.45", "4.93", "-21.82", "-26.75pp"]
- ["毛利率（%）", "19.55", "15.31", "10.17", "-5.14pp"]
- ["资产负债率（%）", "76.14", "75.29", "73.66", "-1.63pp"]
Note: YoY 计算: 2024 值 - 2023 值
</code></pre><h3><code>bar-chart</code> / <code>line-chart</code></h3><pre><code>## Slide N — Revenue & Profit Trend
Layout: bar-chart
X-axis: ["2022", "2023", "2024"]
Y-series:
- name: 营收（亿元）
values: [5038, 4657, 3432]
color: "C9A84C"
- name: 归母净利（亿元）
values: [226, 68, -495]
color: "D4AF37"
Note: 营收 3 年 -32%，净利 2024 转负
</code></pre><h3><code>risk-heatmap</code> (3×3 severity × likelihood)</h3><pre><code>## Slide N — Risk Heatmap
Layout: risk-heatmap
Risks:
- name: 存量减值压力
severity: 高
likelihood: 高
- name: 美元债重组
severity: 高
likelihood: 中
- name: 交付延期
severity: 中
likelihood: 中
- name: 数据口径风险
severity: 中
likelihood: 低
</code></pre><h3><code>scenario-table</code> (valuation scenarios)</h3><pre><code>## Slide N — Valuation Scenarios
Layout: scenario-table
Scenarios:
- name: 悲观
assumption: "PE 10x · EPS -4.48 → N/M; 2025 仍巨亏"
target: "2.0 元"
upside: "-49%"
color: red
- name: 基础
assumption: "化债方案落地 + 2025 净利回正"
target: "3.0 元"
upside: "-24%"
color: amber
- name: 乐观
assumption: "政府背书 + OLED 转型兑现（类比 BOE）"
target: "5.5 元"
upside: "+40%"
color: green
</code></pre><h3><code>callout-box</code> (large verdict stamp)</h3><pre><code>## Slide N — Credit View
Layout: callout-box
Title: 授信建议
Tags: ["拒绝承做", "Sell", "Target 2-3 元"]
Message: ROE -21.82% + 资产负债率 73.66% + 经营现金流持续失血（估算）+ 2025 多个项目公司贷款逾期 → 当前节点无法给予新增授信。深圳市政府化债方案落地前，仅密切关注，不入授信池。
</code></pre><h3><code>bullets</code> (fallback, sparingly)</h3><pre><code>## Slide N — Key Points
Layout: bullets
Points:
- 论点 1 + 数据支撑 (src: ...)
- 论点 2
</code></pre><h2>Deck composition (required structure)</h2><p>The prompt enforces this structure (12-15 slides typical):</p><ol><li><strong>Cover</strong> (1 slide)</li><li><strong>Executive Summary</strong> (1 slide, <code>stat-cards</code> layout)</li><li><strong>Section Divider: Company</strong> (1 slide, <code>divider</code>)</li><li><strong>Company Profile</strong> (1 slide, <code>table</code>)</li><li><strong>Section Divider: Industry</strong> (1 slide, <code>divider</code>)</li><li><strong>Industry Position</strong> (1 slide, <code>bar-chart</code> or <code>table</code> with peer share)</li><li><strong>Section Divider: Financial</strong> (1 slide, <code>divider</code>)</li><li><strong>3Y Trend</strong> (1 slide, <code>table</code>)</li><li><strong>Profitability Chart</strong> (1 slide, <code>bar-chart</code> or <code>line-chart</code>)</li><li><strong>Section Divider: Valuation & Risk</strong> (1 slide, <code>divider</code>)</li><li><strong>Peer Comparison</strong> (1 slide, <code>table</code>)</li><li><strong>Valuation Scenarios</strong> (1 slide, <code>scenario-table</code>)</li><li><strong>Risk Heatmap</strong> (1 slide, <code>risk-heatmap</code>)</li><li><strong>Credit / Investment View</strong> (1 slide, <code>callout-box</code>)</li><li><strong>Data Sources</strong> (1 slide, <code>bullets</code> listing raw-data files)</li></ol><p>Agent may merge divider slides into adjacent content when narrative is tight, but target stays 13-15.</p><h2>Hard constraints</h2><ol><li><strong>Every number in outline must already be in analysis.md</strong> — the renderer will run <code>slide_data_audit</code> against provenance; numbers not in provenance will fail the gate</li><li><strong>Use rounded banker notation for stat cards</strong>: "3,431.76 亿元" → display as <code>"3,432"</code> + unit <code>"亿"</code> (the underlying analysis.md has the exact value; cards round for visual)</li><li><strong>Peer comp numbers stay <code>[EST]</code></strong> — the table cells for peer rows should include <code>[EST]</code> suffix in value string</li><li><strong>Chart Y-series values must be numeric</strong> (not strings), color codes 6-char hex without <code>#</code></li><li><strong>Heatmap severity/likelihood must be one of 高/中/低</strong> — renderer maps to 3×3 grid</li></ol><h2>Usage</h2><pre><code># Pre-flight: analysis.md + data-provenance.md already written by banker-memo-md
ls <deliverable>/{analysis.md,data-provenance.md}
# Build + dispatch prompt
python3 scripts/build_pptx_prompt.py <deliverable> <ts_code> <name_cn> \
<name_en> > /tmp/prompt.md
openclaw agent --agent main --thinking high --json --timeout 600 \
--message "$(cat /tmp/prompt.md)"
# Agent writes slides-outline.md in the deliverable dir
# Render the deck
python3 scripts/build_outline_deck_v2.py <deliverable> <ts_code> <name_cn> <name_en>
# Validate
python3 <cn-ci-scripts>/sync_provenance.py <deliverable>
python3 <cn-ci-scripts>/validate-delivery.py --strict-mcp <deliverable>
</code></pre><h2>Quality checklist</h2><ul><li>[ ] slides-outline.md has 12-15 slides</li><li>[ ] Contains ≥1 each of: <code>stat-cards</code>, <code>table</code>, <code>bar-chart</code> or <code>line-chart</code>, <code>risk-heatmap</code>, <code>scenario-table</code>, <code>callout-box</code></li><li>[ ] NOT all <code>bullets</code> (that's the fallback layout — using it for > 2 slides means the prompt failed)</li><li>[ ] All numbers traceable to provenance (slide_data_audit PASS)</li><li>[ ] Compile passes cn_typo_scan</li><li>[ ] Rendered .pptx has actual charts (not placeholders) when outline specifies <code>bar-chart</code> / <code>line-chart</code></li></ul></div>
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