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ivanyinjc-blip/industry-chain-research

产业链深度研究 8 段对齐 skill · 三角定位法 · A 股强周期实战验证

History

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chain-report/SKILL.md

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chain-stockmap/SKILL.md

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View on GitHubAdd to my skills

Verified commit b11a58f94c5528d92fb7aca436528cef1fdee93b

12GitHub stars
0stars in 7 days
11skills in this repository
0commits in 30 days

Heat

0.3
  • Star growth, last 7 daysNot available
  • Star growth, last 24 hoursNot available
  • Rank movement, last 7 daysNot available
  • Commits, last 30 daysNot available
  • Accounts asking about it through MCP, last 7 daysNot available
  • Hot votes this weekNot available

Heat never changes the order by stars, and sponsorship never touches it. How heat works

Stars over time

Oct 25, 2026Oct 28, 202612

30-day change not yet available: not enough history.

Individual skills in this repository

How it works

industry-chain-research

When your agent uses it

产业链深度研究 9 段对齐 skill(2026-07-06 v4.1:在 8+1 之前加 chain-radar 行业雷达)。 基于「齐码.SKILL」Design-by-Contract 思想 + harrischen/invest 多因子评分 + zhangmusinb/gushifenxi 深度研究方法,形成「周期 × 缺口 × 政策」三角定位法。 每段输入=上段产物,实现"结论=证据"的全链路对齐。 包含三层价值量(成本/利润/瓶颈)、三类缺口(瓶颈/增量/国产替代/新需求)、 反证条件、跟踪指标。聚焦 A 股 + 港股 + 美股产业链投研。

What it loads into context

Frontmatter

198 tokens

Always available to the agent

SKILL.md

2,512 tokens

When the skill is activated

Reference documents

80,068 tokens

Loaded on request

Token counts are estimates. Scripts run separately; they are not counted as reference context.

The playbook

  1. 🎯 解决什么
  2. 📐 9 段对齐架构
  3. 📋 每段 SKILL 契约(统一 6 字段)
  4. 🚀 一键使用
  5. 📁 项目结构
  6. 🆚 版本历史
  7. 📚 借鉴来源
  8. ⚖<U+FE0F> License

Scripts executed separately

  • Makefile
  • setup.ps1
  • setup.sh
  • tests/conftest.py
  • tests/e2e/test_smoke_imports.py
  • tests/test_calc_radar_score.py
  • tests/test_calc_settlement_score.py
  • tests/test_config.py
  • tests/test_fetch_a_stock_quote.py
  • tests/test_validate_valuation.py

Files

  • .gitignoreasset611 bytes
  • CHANGELOG.mddoc8,880 bytes
  • Makefileruns1,061 bytes
  • README.mddoc12,799 bytes
  • RELEASED_ATasset11 bytes
  • SKILL.mdcore8,453 bytes
  • SKILL.mdcore8,453 bytes
  • SKILL.mdcore8,453 bytes
  • SKILL.mdcore8,453 bytes
  • SKILL.mdcore8,453 bytes
  • VERSIONasset6 bytes
  • actions/ci.ymlasset1,472 bytes
  • docs/README.mddoc667 bytes
  • docs/releases/v4.0.mddoc2,289 bytes
  • docs/releases/v4.1.mddoc3,426 bytes
  • examples/README.mddoc1,675 bytes
  • examples/ai-hbm-chain/idea.mddoc2,070 bytes
  • examples/fluorine-case/analysis.mddoc10,717 bytes
  • examples/fluorine-case/breakdown.mddoc4,998 bytes
  • examples/fluorine-case/data.mddoc6,471 bytes
  • examples/fluorine-case/idea.mddoc4,239 bytes
  • examples/fluorine-case/report.mddoc10,818 bytes
  • examples/fluorine-case/stockmap.mddoc11,713 bytes
  • examples/fluorine-case/verify.mddoc6,193 bytes
  • examples/innovative-drug-case/analysis.mddoc11,621 bytes
  • examples/innovative-drug-case/breakdown.mddoc5,479 bytes
  • examples/innovative-drug-case/cycle.mddoc8,518 bytes
  • examples/innovative-drug-case/data.mddoc9,050 bytes
  • examples/innovative-drug-case/idea.mddoc7,484 bytes
  • examples/innovative-drug-case/stockmap.mddoc17,078 bytes
  • examples/innovative-drug-case/verify.mddoc6,240 bytes
  • examples/pig-case/analysis.mddoc8,884 bytes
  • examples/pig-case/breakdown.mddoc4,788 bytes
  • examples/pig-case/cycle.mddoc7,040 bytes
  • examples/pig-case/data.mddoc6,967 bytes
  • examples/pig-case/idea.mddoc4,046 bytes
  • examples/pig-case/report.mddoc10,143 bytes
  • examples/pig-case/stockmap.mddoc11,236 bytes
  • examples/pig-case/verify.mddoc6,012 bytes
  • examples/xhs-images/01-radar-design.pngasset188,362 bytes
  • examples/xhs-images/02-radar-scheme.pngasset213,395 bytes
  • examples/xhs-images/03-robot-report.pngasset251,308 bytes
  • pyproject.tomlasset1,930 bytes
  • pytest.iniasset257 bytes
  • requirements.txtdoc754 bytes
  • ruff.tomlasset369 bytes
  • setup.ps1runs1,254 bytes
  • setup.shruns939 bytes
  • templates/analysis.md.templateasset1,681 bytes
  • templates/breakdown.md.templateasset1,121 bytes
  • templates/cycle.md.templateasset2,231 bytes
  • templates/data.md.templateasset1,364 bytes
  • templates/idea.md.templateasset1,218 bytes
  • templates/report.md.templateasset2,207 bytes
  • templates/verify.md.templateasset1,763 bytes
  • tests/conftest.pyruns1,684 bytes
  • tests/e2e/test_smoke_imports.pyruns1,929 bytes
  • tests/test_calc_radar_score.pyruns320 bytes
  • tests/test_calc_settlement_score.pyruns187 bytes
  • tests/test_config.pyruns1,477 bytes
  • tests/test_fetch_a_stock_quote.pyruns2,901 bytes
  • tests/test_validate_valuation.pyruns2,469 bytes

No excerpt is shown for this license. Read the source on GitHub.

View the complete source on GitHub

Skills included

  • industry-chain-research
  • chain-analysis
  • chain-breakdown
  • chain-chip-design
  • chain-cycle
  • chain-data
  • chain-idea
  • chain-radar
  • chain-report
  • chain-stockmap
  • chain-verify

Repository facts

License
No license detected
Created
Jul 2, 2026
Last pushed
Jul 8, 2026
Forks
2
Open issues
0
Project activity
Slowing

Before you install

Network or broad shell

Automated signals, not a guarantee

Checked Nov 5, 2026

Not fully analyzed: some files were too long, unreadable or missing. This never lowers the level.

Show 30 notes
  • SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-analysis/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-breakdown/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-chip-design/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-chip-design/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-chip-design/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-chip-design/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-chip-design/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-chip-design/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-chip-design/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-cycle/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-data/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-radar/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-radar/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-radar/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-radar/SKILL.md:1 Analysis incomplete: Referenced executable target unavailable; not analyzed
  • chain-radar/examples/radar-2026-07-06/radar_raw.json:10102 Analysis incomplete: regex work limit reached
Show all 85 signals by file

.gitignore

  • Access to secretsline 28
    [Credential-related source omitted]

CHANGELOG.md

  • Network accessline 52
    所有版本变更按 [Keep a Changelog](https://keepachangelog.com/zh-CN/1.1.0/) 格式记录。
  • Network accessline 53
    版本号遵循 [Semantic Versioning](https://semver.org/lang/zh-CN/)。

Makefile

  • Executable scriptline 1
    Executable file
  • Dangerous shell operationline 33
    find . -type d -name "__pycache__" -exec rm -rf {} + 2>/dev/null
  • Dangerous shell operationline 34
    find . -type d -name ".pytest_cache" -exec rm -rf {} + 2>/dev/null
  • Dangerous shell operationline 35
    rm -f .coverage htmlcov -r

README.md

  • Network accessline 233
    |---|---|---| | 微信公众号「爱 AI 的大刘」《齐码.SKILL》(2026-06) | 6 段对齐架构 | 借鉴 | | [harrischen/invest](https://github.com/harrischen/invest) | 三类缺口分类 + 多因子评分 + 微笑曲线 | 借鉴 |
  • Network accessline 234
    | 微信公众号「爱 AI 的大刘」《齐码.SKILL》(2026-06) | 6 段对齐架构 | 借鉴 | | [harrischen/invest](https://github.com/harrischen/invest) | 三类缺口分类 + 多因子评分 + 微笑曲线 | 借鉴 | | [zhangmusinb/gushifenxi-skill](https://github.com/zhangmusinb-dotcom/gushifenxi-skill) | 口径拆分
  • Network accessline 235
    | [harrischen/invest](https://github.com/harrischen/invest) | 三类缺口分类 + 多因子评分 + 微笑曲线 | 借鉴 |
  • Network accessline 236
    | [zhangmusinb/gushifenxi-skill](https://github.com/zhangmusinb-dotcom/gushifenxi-skill) | 口径拆分 + 三端拆解 + 数据状态分层 | 借鉴 |

SKILL.md

  • Network accessline 114
    git clone https://github.com/ivanyinjc-blip/industry-chain-research
  • Network accessline 182
    |---|---| | 「爱AI的大刘」《齐码.SKILL》(2026-06) | 6 段对齐架构 + Design-by-Contract 思想 | | [harrischen/invest](https://github.com/harrischen/invest) | 多因子评分 + 选股落地 |
  • Network accessline 183
    | 「爱AI的大刘」《齐码.SKILL》(2026-06) | 6 段对齐架构 + Design-by-Contract 思想 | | [harrischen/invest](https://github.com/harrischen/invest) | 多因子评分 + 选股落地 | | [zhangmusinb/gushifenxi-skill](https://github.com/zhangmusinb-dotcom/gushifenxi-skill) | 口径拆分 +
  • Network accessline 184
    | [harrischen/invest](https://github.com/harrischen/invest) | 多因子评分 + 选股落地 |
  • Network accessline 185
    | [zhangmusinb/gushifenxi-skill](https://github.com/zhangmusinb-dotcom/gushifenxi-skill) | 口径拆分 + 三层价值量 + 数据状态 |

chain-chip-design/scripts/draw_chain.py

  • Executable scriptline 1
    #!/usr/bin/env python3
  • Network accessline 220
    <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>{title}</title> <script src="https://cdn.jsdelivr.net/npm/mermaid@10.9.0/dist/mermaid.min.js"></script>
  • Network accessline 221
    <title>{title}</title> <script src="https://cdn.jsdelivr.net/npm/mermaid@10.9.0/dist/mermaid.min.js"></script> <style>
  • Network accessline 222
    <script src="https://cdn.jsdelivr.net/npm/mermaid@10.9.0/dist/mermaid.min.js"></script>

chain-chip-design/scripts/draw_chain_v2.py

  • Executable scriptline 1
    #!/usr/bin/env python3

chain-chip-design/scripts/icon_lib.py

  • Executable scriptline 1
    Executable file
  • Network accessline 26
    CDN_BASE = 'https://cdn.jsdelivr.net/gh/twbs/icons@main/icons/'
  • Network accessline 63
    url = CDN_BASE + bi_name + '.svg'     try:         urllib.request.urlretrieve(url, cache_path)
  • Network accessline 64
    try:         urllib.request.urlretrieve(url, cache_path)         with open(cache_path, 'r', encoding='utf-8') as f:
  • Network accessline 65
    urllib.request.urlretrieve(url, cache_path)

chain-radar/SKILL.md

  • Network accessline 256
    | 来源 | 借鉴内容 | 类型 | |---|---|---| | [harrischen/invest](https://github.com/harrischen/invest) | 多因子评分 | 借鉴 |
  • Network accessline 257
    |---|---|---| | [harrischen/invest](https://github.com/harrischen/invest) | 多因子评分 | 借鉴 | | 本 skill 三角定位法 | 三轴交叉 + 评级映射 | 独创 |
  • Network accessline 258
    | [harrischen/invest](https://github.com/harrischen/invest) | 多因子评分 | 借鉴 |

chain-radar/scripts/calc_radar_score.py

  • Executable scriptline 1
    #!/usr/bin/env python3

chain-radar/scripts/fetch_radar_data.py

  • Executable scriptline 1
    #!/usr/bin/env python3

chain-radar/scripts/gen_radar_report.py

  • Executable scriptline 1
    #!/usr/bin/env python3

chain-report/scripts/render_report.py

  • Executable scriptline 1
    #!/usr/bin/env python3

chain-report/scripts/send_format_card.py

  • Executable scriptline 1
    #!/usr/bin/env python3
  • Access to secretsline 35
    [Credential-related source omitted]

chain-stockmap/scripts/_lib/config.py

  • Executable scriptline 1
    Executable file
  • Access to secretsline 23
    [Credential-related source omitted]
  • Access to secretsline 53
    [Credential-related source omitted]
  • Access to secretsline 58
    [Credential-related source omitted]

chain-stockmap/scripts/calc_settlement_score.py

  • Executable scriptline 1
    #!/usr/bin/env python3

chain-stockmap/scripts/fetch_a_stock.py

  • Executable scriptline 1
    #!/usr/bin/env python3
  • Network accessline 51
    SESSION = requests.Session()
  • Network accessline 54
    "Accept": "application/json, text/plain, */*",     "Accept-Language": "zh-CN,zh;q=0.9,en;q=0.8",     "Referer": "https://quote.eastmoney.com/",
  • Network accessline 55
    "Accept-Language": "zh-CN,zh;q=0.9,en;q=0.8",     "Referer": "https://quote.eastmoney.com/", })
  • Network accessline 56
    "Referer": "https://quote.eastmoney.com/",
  • Network accessline 137
    secid = get_secid(code)     fields = "f43,f44,f45,f46,f47,f48,f57,f58,f60,f50,f51,f52,f117,f168,f167,f59,f292,f191,f192,f292,f173"     url = f"https://push2.eastmoney.com/api/qt/stock/get?secid={secid}&fields={fields}"
  • Network accessline 138
    fields = "f43,f44,f45,f46,f47,f48,f57,f58,f60,f50,f51,f52,f117,f168,f167,f59,f292,f191,f192,f292,f173"     url = f"https://push2.eastmoney.com/api/qt/stock/get?secid={secid}&fields={fields}"     raw = http_get(url, retries=3)
  • Network accessline 139
    url = f"https://push2.eastmoney.com/api/qt/stock/get?secid={secid}&fields={fields}"
  • Network accessline 215
    secucode = f"{full[2:]}.{sec_postfix}"     url = (         "https://datacenter-web.eastmoney.com/api/data/v1/get?"
  • Network accessline 216
    url = (         "https://datacenter-web.eastmoney.com/api/data/v1/get?"         "reportName=RPT_F10_FINANCE_MAINFINADATA&columns=ALL&"
  • Network accessline 217
    "https://datacenter-web.eastmoney.com/api/data/v1/get?"

chain-stockmap/scripts/fetch_hk_stock.py

  • Executable scriptline 1
    #!/usr/bin/env python3
  • Network accessline 20
    code_clean = code.replace(".HK", "").lstrip("0") or "0"     code_full = code_clean.zfill(5)     url = f"https://qt.gtimg.cn/q=hk{code_full}"
  • Network accessline 21
    code_full = code_clean.zfill(5)     url = f"https://qt.gtimg.cn/q=hk{code_full}"     raw = http_get(url)
  • Network accessline 22
    url = f"https://qt.gtimg.cn/q=hk{code_full}"

chain-stockmap/scripts/fetch_settlement_data.py

  • Executable scriptline 1
    Executable file
  • Network accessline 36
    SESSION = requests.Session()
  • Network accessline 38
    "User-Agent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 Chrome/120.0",     "Accept": "application/json,text/plain,*/*",     "Referer": "https://quote.eastmoney.com/",
  • Network accessline 39
    "Accept": "application/json,text/plain,*/*",     "Referer": "https://quote.eastmoney.com/", })
  • Network accessline 40
    "Referer": "https://quote.eastmoney.com/",
  • Network accessline 75
    secid = get_secid(code)     url = "https://push2his.eastmoney.com/api/qt/stock/kline/get"
  • Network accessline 76
    url = "https://push2his.eastmoney.com/api/qt/stock/kline/get"
  • Network accessline 340
    end = datetime.now()     start = end - timedelta(days=120)  # 多取 60 天以防节假日     url = "https://push2his.eastmoney.com/api/qt/stock/fflow/daykline/get"
  • Network accessline 341
    start = end - timedelta(days=120)  # 多取 60 天以防节假日     url = "https://push2his.eastmoney.com/api/qt/stock/fflow/daykline/get"     params = {
  • Network accessline 342
    url = "https://push2his.eastmoney.com/api/qt/stock/fflow/daykline/get"

chain-stockmap/scripts/fetch_stock.py

  • Executable scriptline 1
    #!/usr/bin/env python3

chain-stockmap/scripts/fetch_us_stock.py

  • Executable scriptline 1
    #!/usr/bin/env python3
  • Network accessline 20
    url = f"https://qt.gtimg.cn/q=us{code.upper()}"

chain-stockmap/scripts/gen_settlement_report.py

  • Executable scriptline 1
    #!/usr/bin/env python3

chain-verify/scripts/cycle_trigger.py

  • Executable scriptline 1
    #!/usr/bin/env python3

docs/releases/v4.1.md

  • Network accessline 76
    - 微信公众号「爱 AI 的大刘」《齐码.SKILL》— 6 段对齐架构灵感 - [harrischen/invest](https://github.com/harrischen/invest) — 多因子评分方法
  • Network accessline 77
    - [harrischen/invest](https://github.com/harrischen/invest) — 多因子评分方法
  • Network accessline 78
    - [zhangmusinb/gushifenxi-skill](https://github.com/zhangmusinb-dotcom/gushifenxi-skill) — 数据状态分层

pyproject.toml

  • Network accessline 46
    [project.urls] "Homepage" = "https://github.com/ivanyinjc-blip/industry-chain-research"
  • Network accessline 47
    "Homepage" = "https://github.com/ivanyinjc-blip/industry-chain-research"
  • Network accessline 48
    "Bug Tracker" = "https://github.com/ivanyinjc-blip/industry-chain-research/issues"

setup.ps1

  • Executable scriptline 1
    Executable file

setup.sh

  • Executable scriptline 1
    #!/usr/bin/env bash

tests/conftest.py

  • Executable scriptline 1
    Executable file

tests/e2e/test_smoke_imports.py

  • Executable scriptline 1
    Executable file

tests/test_calc_radar_score.py

  • Executable scriptline 1
    Executable file

tests/test_calc_settlement_score.py

  • Executable scriptline 1
    Executable file

tests/test_config.py

  • Executable scriptline 1
    Executable file

tests/test_fetch_a_stock_quote.py

  • Executable scriptline 1
    Executable file

tests/test_validate_valuation.py

  • Executable scriptline 1
    Executable file

How the signals fit together

Facts from a static read of the files at the pinned commit. They describe what the code does, not why.

Some files could not be read; the facts below still hold.

Declared and executed: 4 facts
Signal confidence: 81 facts

and 31 more

Works with

Agent compatibility, from the files in this repository
AgentStatusEvidenceInstall to
Claude CodeCompatibleStandard SKILL.md SKILL.md.claude/skills/<skill-name>/
CodexCompatibleStandard SKILL.md SKILL.md.agents/skills/<skill-name>/
CursorCompatibleStandard SKILL.md SKILL.md.cursor/skills/<skill-name>/
Gemini CLICompatibleStandard SKILL.md SKILL.md.gemini/skills/<skill-name>/
GitHub CopilotCompatibleStandard SKILL.md SKILL.md.github/skills/<skill-name>/
OpenCodeCompatibleStandard SKILL.md SKILL.md.opencode/skills/<skill-name>/
  • Native The repository ships a manifest, folder or frontmatter field for this agent.
  • Compatible A standard SKILL.md that this agent can read.
  • Unknown No evidence either way.

Derived automatically from paths, manifests and frontmatter. Not tested on each agent.