corporate-events skillA
corporate-events is agent-read markdown (skill) from hkuds/vibe-trading: 公司事件驱动分析：并购套利价差计算、大股东增减持信号、股权激励解读、定增配股影响评估、A股ST/退市预警.
Indexed from public GitHub and served as immutable, content-addressed versions. Install it pinned to an exact SHA-256 with the mdr CLI, and every file is verified before it reaches your agent: the main file against the SHA-256 recorded here, the others against the git hashes of its source commit. The deterministic audit below grades the latest version, and the same checks always give the same file the same grade.
What the file says
# 公司事件驱动分析 ## 概述 通过公司层面的重大事件（并购、增减持、股权激励、再融资等）构建事件驱动交易策略。核心逻辑：事件公告包含增量信息，市场消化需要时间，事件前后存在系统性超额收益。 适用场景： - 并购重组套利（A股借壳/资产注入/吸收合并） - 大股东/高管增减持的信号提取 - 股权激励的行权价与解锁条件分析 - 定增/配股/可交债的折价套利 - ST/*ST/退市预警的规避与投机 ## 核心概念 ### 并购套利（Merger Arbitrage） **A股并购特色**： | 类型 | 频率 | 超额收益 | 风险 | |------|------|----------|------| | 借壳上市 | 低(注册制后减少) | 高(30-100%) | 极高(审批失败) | | 资产注入 | 中 | 中(10-30%) | 高(估值/审批) | | 吸收合并 | 低 | 低(5-15%) | 低(已达协议) | | 要约收购 | 低 | 低(3-8%) | 最低 | **价差计算**： ``` 并购套利价差 = (要约价 - 当前价) / 当前价 年化收益 = 价差 / 预计完成时间(年) 示例: A公司要约收购B公司, 要约价25元, B当前股价23.5元 价差 = (25 - 23.5) / 23.5 = 6.38% 预计3个月完成, 年化 = 6.38% × 4 = 25.5% 风险评估: 审批确定性: 已获商务部/证监会预审 → 高确定性 对价方式: 现金 > 股票+现金 > 纯股票 (确定性递减) 交易条件: 是否有MAC条款(重大不利变化) ``` **A股并购套利要点**： - 停牌制度改革后，复牌首日涨跌幅受限（创业板/科创板20%） - 关注"筹划重大资产重组"公告 → 停牌 → 复牌的节奏 - 审批链：董事会 → 股东大会 → 证监会（每一步都是风险点） ### 分拆/Spin-off ``` A股分拆上市条件: - 上市满3年 - 子公司净利润 ≥ 母公司净利润10% - 子公司净资产 ≤ 母公司净资产30% 交易策略: 预案公告 → 买入母公司（分拆预期提升估值） 子公司上市 → 择机卖出母公司（利好兑现） 实例: 2023年某科技公司分拆子公司至科创板 预案公告后母公司20日涨幅18% 子公司上市首日后母公司回调8% ``` ### 大股东增减持信号 **增持信号**（看多）： | 信号强度 | 条件 | 超额收益(20日) | |----------|------|----------------| | 强 | 控股股东增持 > 总股本1% | +8~12% | | 中 | 高管集体增持(≥3人) | +5~8% | …
Read the whole file at its exact version.
How to install
mdr add hkuds/vibe-trading/corporate-events@git:20260409.27354ebmdr add hkuds/vibe-trading/corporate-events@sha256:09b8570c6663f760Pin to a label to follow the author's releases, or to a sha256 for exact bytes. Either way the resolved hash is written to mdr.lock, and mdr install fetches those bytes again and checks them, so it installs them exactly or fails.
[](https://markdownregistry.com/a/art_6fvqxfqd7abvhmb2)
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Versions
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260409.27354eb latest | 2026-04-09 | 27354eb | 8,739 B | A | view · diff |
| git:20260401.34eae37 | 2026-04-01 | 34eae37 | 8,724 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (8739 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
hkuds/vibe-trading · 34,089 stars · license MIT · pushed 2026-09-27 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_6fvqxfqd7abvhmb2 GET https://markdownregistry.com/api/v1/resolve?ref=hkuds/vibe-trading/corporate-events GET https://markdownregistry.com/api/v1/blob/09b8570c6663f7607ddb4987a63da6c02bdd5fb5f538f98b7b19b144df57e43d
Your agent does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.