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Investment Banking IPO Review Weekly Report

Professional Updated 2026.08.30

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About this skill

Problem Solved

Manually compiling IPO review weekly reports often means cross-checking exchange disclosures, Eastmoney aggregate data, and prospectus content across new acceptances, review sessions, terminations, upcoming reviews, and company details. Scattered fields, mixed monetary units, and inconsistent financial definitions can lead to missing events or unsupported claims about industry position.

How It Works

The skill runs as a three-stage workflow: data fetching, analysis, and rendering. It calls public Eastmoney endpoints such as RPT_REGISTERED_INFO, RPT_IPO_REVIEW, RPT_IPO_MAINBUSINESS_PROFILE, and RPT_FNINDICATOR_DECLARE for the most recent full reporting week, links records by ORG_CODE, normalizes amounts to hundreds of millions of yuan, and calculates debt ratio, net margin, and ROE locally. The analysis layer requires prospectus-based reasoning on business substance, industry competition, moat, first-principles business model, and core risks, rejecting generic boilerplate, direct news-title copying, and leader-style conclusions without evidence. It produces a self-contained five-section HTML report: weekly overview, new acceptances, review outcomes, terminations, and upcoming reviews; PDF generation is optional and only performed when explicitly requested.

Use Cases

  • Compile IPO acceptances, reviews, terminations, and next-week previews into one analyst HTML weekly report.
  • Check a prospective IPO issuer’s industry position, moat, and core risks for a deal-review memo.
  • Pull IPO events and financials from public Eastmoney APIs, normalize units and ROE for weekly review.
  • Prepare an IPO review update for a research meeting, highlighting outcomes, terminations, and upcoming sessions.

Best For

  • IB researchers who need weekly IPO event summaries and prospectus-backed company analysis in HTML.
  • Private-market investors who need to evaluate an issuer’s moat, competitive position, and core risks.
  • Financial data engineers who need public IPO APIs, unit normalization, and local financial ratios.
  • Compliance research assistants who need prospectus-based positioning, risks, and source discipline.