Individual skill
industry-chain-research
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。
SKILL.md
Source commit b11a58f94c5528d92fb7aca436528cef1fdee93b
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- Last checked
- Nov 11, 2026
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- Repository last updated
- Jul 8, 2026
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- china-stocks Repository topic
- claude-skills Repository topic
- cycle-analysis Repository topic
- investing Repository topic
- chain-research Repository topic
- research Derived category
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.gitignoreasset · 611 bytesCHANGELOG.mddoc · 8,880 bytesMakefileruns · 1,061 bytesREADME.mddoc · 12,799 bytesRELEASED_ATasset · 11 bytesSKILL.mdcore · 8,453 bytesSKILL.mdcore · 8,453 bytesSKILL.mdcore · 8,453 bytesSKILL.mdcore · 8,453 bytesSKILL.mdcore · 8,453 bytesVERSIONasset · 6 bytesactions/ci.ymlasset · 1,472 bytesdocs/README.mddoc · 667 bytesdocs/releases/v4.0.mddoc · 2,289 bytesdocs/releases/v4.1.mddoc · 3,426 bytesexamples/README.mddoc · 1,675 bytesexamples/ai-hbm-chain/idea.mddoc · 2,070 bytesexamples/fluorine-case/analysis.mddoc · 10,717 bytesexamples/fluorine-case/breakdown.mddoc · 4,998 bytesexamples/fluorine-case/data.mddoc · 6,471 bytesexamples/fluorine-case/idea.mddoc · 4,239 bytesexamples/fluorine-case/report.mddoc · 10,818 bytesexamples/fluorine-case/stockmap.mddoc · 11,713 bytesexamples/fluorine-case/verify.mddoc · 6,193 bytesexamples/innovative-drug-case/analysis.mddoc · 11,621 bytesexamples/innovative-drug-case/breakdown.mddoc · 5,479 bytesexamples/innovative-drug-case/cycle.mddoc · 8,518 bytesexamples/innovative-drug-case/data.mddoc · 9,050 bytesexamples/innovative-drug-case/idea.mddoc · 7,484 bytesexamples/innovative-drug-case/stockmap.mddoc · 17,078 bytesexamples/innovative-drug-case/verify.mddoc · 6,240 bytesexamples/pig-case/analysis.mddoc · 8,884 bytesexamples/pig-case/breakdown.mddoc · 4,788 bytesexamples/pig-case/cycle.mddoc · 7,040 bytesexamples/pig-case/data.mddoc · 6,967 bytesexamples/pig-case/idea.mddoc · 4,046 bytesexamples/pig-case/report.mddoc · 10,143 bytesexamples/pig-case/stockmap.mddoc · 11,236 bytesexamples/pig-case/verify.mddoc · 6,012 bytesexamples/xhs-images/01-radar-design.pngasset · 188,362 bytesexamples/xhs-images/02-radar-scheme.pngasset · 213,395 bytesexamples/xhs-images/03-robot-report.pngasset · 251,308 bytespyproject.tomlasset · 1,930 bytespytest.iniasset · 257 bytesrequirements.txtdoc · 754 bytesruff.tomlasset · 369 bytessetup.ps1runs · 1,254 bytessetup.shruns · 939 bytestemplates/analysis.md.templateasset · 1,681 bytestemplates/breakdown.md.templateasset · 1,121 bytestemplates/cycle.md.templateasset · 2,231 bytestemplates/data.md.templateasset · 1,364 bytestemplates/idea.md.templateasset · 1,218 bytestemplates/report.md.templateasset · 2,207 bytestemplates/verify.md.templateasset · 1,763 bytestests/conftest.pyruns · 1,684 bytestests/e2e/test_smoke_imports.pyruns · 1,929 bytestests/test_calc_radar_score.pyruns · 320 bytestests/test_calc_settlement_score.pyruns · 187 bytestests/test_config.pyruns · 1,477 bytestests/test_fetch_a_stock_quote.pyruns · 2,901 bytestests/test_validate_valuation.pyruns · 2,469 bytes
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