Cross-Border Investment Analysis powered by ERNIE 4.5 + CAMEL-AI + PaddleOCR
A 3-agent system that generates structured Investment Memos for US/EU investors evaluating Chinese tech markets.
- Overview
- Judges Quick Start
- Problem Statement
- Architecture
- Key Features
- Quick Start
- API Reference
- Technology Stack
- Project Structure
- Hackathon Alignment
- Limitations
- License
SilkRoad Agents is an AI-powered investment analysis platform that bridges the information gap between Western investors and the Chinese tech ecosystem. Using ERNIE 4.5's superior bilingual capabilities, it orchestrates a 3-agent debate system to generate professional-grade Investment Memos.
| Method | Time | Cost |
|---|---|---|
| Traditional Consulting | 2-4 weeks | $5,000-$20,000 |
| In-house Research | 1 week | $2,000 |
| SilkRoad Agents | 2 minutes | $0.15 |
- Run locally (see Quick Start below) or use demo video
- Click "Humanoid Robots" example button
- Watch 3 agents debate (Chinese Scout vs Western Analyst)
- See Investment Memo appear in right panel
- Click Download to export as Markdown
Target Users: Venture Capitalists, Corp-Dev Teams, and Market Researchers.
Pain Point: When evaluating Chinese deep-tech companies (AI chips, EVs, robotics), Western investors lack:
- Access to local regulatory context (MIIT, NDRC policies)
- Knowledge of domestic Chinese competitors
- Ability to analyze Chinese-language documents
+-------------------+ +-------------------+ +-------------------+
| Next.js UI | | FastAPI API | | ERNIE 4.5 |
| | | | | (via Novita) |
| - Chat Interface |<--->| - /start_task |<--->| |
| - Doc Upload | | - /upload_doc | | Bilingual LLM |
| - Report Panel | | - /health | | |
+-------------------+ +-------------------+ +-------------------+
|
+--------------+---------------+
| | |
+-------v------+ +-----v-----+ +------v-------+
| Chinese Tech | | Western | | Investment |
| Scout | | Analyst | | Synthesis |
| (ERNIE) | | (ERNIE) | | Manager |
+--------------+ +-----------+ +--------------+
| | |
+--------------+---------------+
|
+-------v-------+
| PaddleOCR |
| (Document |
| Intelligence)|
+---------------+
-
Chinese Tech Scout: Provides domestic market data, key players (with Chinese names), regulations (MIIT, NDRC), and local trends.
-
Western Market Analyst: Compares with US/EU equivalents, identifies risks, and rates insights.
-
Investment Synthesis Manager: Generates structured Investment Memo with BUY/HOLD/PASS recommendation.
| Feature | Description |
|---|---|
| 3-Agent Pipeline | Scout -> Analyst -> Synthesizer with structured debate |
| PaddleOCR Integration | Upload Chinese PDFs/images for analysis |
| Confidence Scores | Each response includes 75-95% confidence + sources |
| Structured Output | Risk tables, scores, and BUY/HOLD/PASS recommendations |
| Voice Input | Speak your research topic |
| Risk Weight Sliders | Customize analysis focus |
| Download Reports | Export Investment Memo as .md or .html |
| Docker Ready | One-command deployment with docker-compose up |
- Python 3.11+
- Node.js 18+
- Novita AI API Key (or Baidu Access Token)
git clone https://github.com/your-repo/silkroad-agents.git
cd silkroad-agentscd backend
# Create virtual environment
python -m venv .venv
source .venv/bin/activate # Windows: .venv\Scripts\activate
# Install dependencies
pip install -r requirements.txt
# Configure API key
cp .env.example .env
# Edit .env and add your NOVITA_API_KEYcd ernie-agent-ui
npm install# Terminal 1 - Backend
cd backend && source .venv/bin/activate
uvicorn main:app --reload --host 0.0.0.0 --port 8000
# Terminal 2 - Frontend
cd ernie-agent-ui
npm run devOpen http://localhost:3000 in your browser.
http://localhost:8000
Returns service information.
Response:
{
"service": "SilkRoad Agents",
"version": "3.0.0",
"features": ["3-agent-pipeline", "paddle-ocr", "investment-memo"],
"endpoints": ["/start_task", "/upload_document", "/health"]
}Health check endpoint.
Response:
{
"status": "healthy",
"api_configured": true,
"provider": "novita",
"paddle_ocr": true
}Starts the cross-border analysis pipeline.
Request Body:
{
"prompt": "Humanoid Robots market: Chinese players vs USA",
"document_context": null
}Response: Server-Sent Events (SSE) stream containing:
- Agent dialogue messages
- Final Investment Memo
Upload a document for OCR extraction.
Request: Multipart form with file (PNG, JPG, PDF)
Response:
{
"success": true,
"document_id": "abc123",
"extracted_text": "...",
"confidence": 92.5,
"document_type": "financial_report",
"char_count": 2500
}| Technology | Role | Why This Choice |
|---|---|---|
| ERNIE 4.5 | LLM backbone | Superior Chinese-English bilingual; knows MIIT/NDRC policies |
| CAMEL-AI | Agent orchestration | Role-playing framework for structured debate |
| PaddleOCR | Document intelligence | Extract text from Chinese financial reports |
| Novita AI | API access | OpenAI-compatible endpoint; $25 free credits |
| FastAPI | Backend API | Async Python, automatic OpenAPI docs, SSE support |
| Next.js | Frontend | React-based, server-side rendering, excellent DX |
silkroad-agents/
|-- backend/
| |-- main.py # FastAPI application entry point
| |-- agent_manager.py # 3-agent pipeline orchestration
| |-- ernie_model.py # ERNIE 4.5 model backend
| |-- document_processor.py # PaddleOCR integration
| |-- requirements.txt # Python dependencies
| |-- .env.example # Environment template
| +-- tests/
| +-- test_agent_flow.py # Unit tests
|
|-- ernie-agent-ui/
| |-- app/
| | |-- page.js # Main application page
| | |-- layout.js # Root layout
| | |-- globals.css # Global styles
| | +-- components/
| | |-- ChatInput.js # Text input component
| | |-- DocumentUpload.js # File upload with OCR
| | |-- ErnieBadge.js # ERNIE branding badge
| | |-- LoadingSkeleton.js # Loading states
| | |-- Message.js # Chat message display
| | |-- RecentAnalyses.js # History tracking
| | |-- RiskSliders.js # Risk weight controls
| | +-- VoiceInput.js # Voice recognition
| |-- package.json
| +-- next.config.mjs
|
|-- Dockerfile.backend # Backend container
|-- Dockerfile.frontend # Frontend container
|-- docker-compose.yml # Multi-container setup
|-- README.md # This file
|-- ERNIE_Context.md # Technical context
+-- project.md # Product requirements
| Track | Alignment |
|---|---|
| Best Agent System | 3-agent CAMEL-AI pipeline with structured debate |
| Best ERNIE Application | Leverages ERNIE's bilingual capabilities |
| Criterion | How We Score |
|---|---|
| Application of Model | ERNIE 4.5 bilingual for cross-border analysis |
| Potential Impact | VCs, Corp-Dev teams; $5,000 -> $0.15 cost savings |
| Creativity | 3-agent debate + structured Investment Memo |
| Documentation Quality | Comprehensive README, API docs, code comments |
| Demo Video Quality | Clear demo showing end-to-end workflow |
# Build and run all services
docker-compose up -d
# Check health
curl http://localhost:8000/health
# View logs
docker-compose logs -f
# Stop services
docker-compose down| Variable | Required | Description |
|---|---|---|
NOVITA_API_KEY |
Yes* | Novita AI API key for ERNIE access |
BAIDU_ACCESS_TOKEN |
Yes* | Baidu AI Studio token (alternative) |
LOG_LEVEL |
No | Logging level (default: INFO) |
*One of NOVITA_API_KEY or BAIDU_ACCESS_TOKEN is required.
Topic: Humanoid Robots in China vs USA
The Chinese humanoid robot market is led by Unitree (宇树科技) and Fourier Intelligence (傅利叶智能), with strong MIIT support for domestic manufacturing. Western competitors include Tesla Optimus and Figure AI. Recommendation: HOLD - Wait for AI chip supply clarity before Series B.
| Factor | Score | Analysis |
|---|---|---|
| Tech Maturity | 4/5 | Bipedal locomotion advanced; Chinese firms lead in cost efficiency |
| Regulatory Risk | 3/5 | US chip export controls affect NVIDIA H100 supply |
| Supply Chain | 2/5 | Critical dependence on imported semiconductors |
| Market Access | 4/5 | Strong domestic demand; government procurement contracts |
- OCR works best on printed text (handwriting has lower accuracy)
- Analysis based on LLM knowledge cutoff, not real-time data
- Single document context per analysis session
- Requires internet connection for ERNIE API calls
- Fork the repository
- Create a feature branch (
git checkout -b feature/improvement) - Commit changes (
git commit -am 'Add new feature') - Push to branch (
git push origin feature/improvement) - Open a Pull Request
MIT License - see LICENSE file for details.
- ERNIE - Baidu's bilingual LLM
- CAMEL-AI - Multi-agent framework
- PaddleOCR - Document OCR
- Novita AI - API access provider
Built for the ERNIE AI Developer Challenge 2024
Author: Solo Developer