<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>梓川科技 CATALPA · 洞察</title><description>资产管理数字化的方法、口径与落地经验</description><link>https://catalpa.tech/</link><language>zh-CN</language><item><title>投资管理系统选型：先定口径，再谈功能</title><link>https://catalpa.tech/insights/investment-system-selection/</link><guid isPermaLink="true">https://catalpa.tech/insights/investment-system-selection/</guid><description>投资管理系统选型的差异不在功能清单，而在字段定义权、报送出口数量与指标计算方式。本文给出选型阶段必须当面确认的四个判断、一份可带进会议的清单，以及三类不建议启动选型的情形。</description><pubDate>Tue, 20 Oct 2026 00:00:00 GMT</pubDate><category>selection</category></item><item><title>投后管理指标：哪些能自动算，哪些必然退化成表格</title><link>https://catalpa.tech/insights/post-investment-metrics/</link><guid isPermaLink="true">https://catalpa.tech/insights/post-investment-metrics/</guid><description>投后指标能否长期生效，取决于分子分母是否同源。本文把投后指标分为自动计算、依赖外部回传、必然人工披露三类，给出每个指标必须携带的四个属性，以及指标数量上限的判断方法。</description><pubDate>Tue, 06 Oct 2026 00:00:00 GMT</pubDate><category>post-investment</category></item><item><title>国资在线监管：三级口径收敛的工程顺序</title><link>https://catalpa.tech/insights/soe-supervision-data-consolidation/</link><guid isPermaLink="true">https://catalpa.tech/insights/soe-supervision-data-consolidation/</guid><description>省市区县三级国资在线监管的失败多源于施工顺序错误。本文给出主体台账、投资台账、口径表、报送映射、看板的五步顺序，三类口径分歧的收敛方法，以及字段级权限与不适用情形。</description><pubDate>Tue, 22 Sep 2026 00:00:00 GMT</pubDate><category>state-capital</category></item><item><title>引导基金返投认定与母子穿透：口径先于系统</title><link>https://catalpa.tech/insights/guidance-fund-reinvestment-lookthrough/</link><guid isPermaLink="true">https://catalpa.tech/insights/guidance-fund-reinvestment-lookthrough/</guid><description>引导基金返投争议多不在计算能力，而在四个未写清的认定口径：认定对象、计量基数、确认时点与地域折算。本文给出返投口径表、母子穿透所需的三张数据表、管理机构准备度清单与不适用情形。</description><pubDate>Tue, 08 Sep 2026 00:00:00 GMT</pubDate><category>guidance-fund</category></item><item><title>被投企业风险预警：指标数量不等于覆盖面</title><link>https://catalpa.tech/insights/portfolio-risk-indicators/</link><guid isPermaLink="true">https://catalpa.tech/insights/portfolio-risk-indicators/</guid><description>被投企业风险预警的覆盖面取决于数据源可达性、触发定义可判性与异常处置动作三项，而非指标数量。本文给出三类数据源对应的指标设计、预警疲劳的四个来源与上线前验收清单。</description><pubDate>Tue, 25 Aug 2026 00:00:00 GMT</pubDate><category>risk-control</category></item><item><title>AI 智能体进入投资管理：可验证的边界在哪里</title><link>https://catalpa.tech/insights/ai-agents-investment-boundaries/</link><guid isPermaLink="true">https://catalpa.tech/insights/ai-agents-investment-boundaries/</guid><description>投资管理中可落地的 AI 智能体需同时满足两条判据：环节存在标准答案，且出错可回退人工复核。本文给出边界判断方法、四个已落地场景的失败模式与不建议应用的三类环节。</description><pubDate>Tue, 11 Aug 2026 00:00:00 GMT</pubDate><category>ai</category></item><item><title>财务报表识别：难点在科目映射，不在识别率</title><link>https://catalpa.tech/insights/financial-report-ocr-verification/</link><guid isPermaLink="true">https://catalpa.tech/insights/financial-report-ocr-verification/</guid><description>报表 OCR 的演示指标与交付成本落在不同层次：字符识别率不等于指标级准确率。本文拆解字符、字段、指标三层验收，科目映射的四类难点与校验层设计，并说明何时不值得引入识别能力。</description><pubDate>Tue, 21 Jul 2026 00:00:00 GMT</pubDate><category>ai</category></item><item><title>股权估值与业绩报酬计算：口径分歧从哪里来</title><link>https://catalpa.tech/insights/fund-valuation-carried-interest/</link><guid isPermaLink="true">https://catalpa.tech/insights/fund-valuation-carried-interest/</guid><description>股权估值与业绩报酬的分歧不在算术，在合同沉默处：估值时点、来源优先级、折溢价、未实现计入、门槛计息、追补机制、高水位起点、币种折算与可分配时点。本文给出可逐条核对的口径表。</description><pubDate>Tue, 30 Jun 2026 00:00:00 GMT</pubDate><category>valuation</category></item><item><title>不良资产处置：台账、留痕与清收优先级</title><link>https://catalpa.tech/insights/distressed-asset-disposal-ledger/</link><guid isPermaLink="true">https://catalpa.tech/insights/distressed-asset-disposal-ledger/</guid><description>不良资产处置周期的瓶颈通常在台账完整度而非催收强度。本文给出债权台账的最小字段集、按回收效率排序的清收优先级方法、处置留痕与举证链要求，以及不建议上线台账系统的三类情形。</description><pubDate>Tue, 19 May 2026 00:00:00 GMT</pubDate><category>distressed</category></item><item><title>数据字典怎么建：字段责任人、变更流程与三方签字</title><link>https://catalpa.tech/insights/data-dictionary-governance/</link><guid isPermaLink="true">https://catalpa.tech/insights/data-dictionary-governance/</guid><description>数据字典的失败不是缺少文档，而是缺少流程：字段没有责任人、口径变更没有审批、版本没有生效日期。本文给出字段定义的七个属性、三方签字的实际内容与分级变更流程。</description><pubDate>Tue, 28 Apr 2026 00:00:00 GMT</pubDate><category>data-governance</category></item></channel></rss>