Agent skill

A Share Competitive Moat

by aifinlab in aifinlab/FinClaw

A股企业护城河/竞争优势分析/竞争壁垒评估。当用户说"护城河"、"竞争优势"、"moat"、"壁垒"、"XX的护城河是什么"、"竞争力分析"、"可持续竞争优势"、"品牌溢价"、"转换成本"、"网络效应"、"护城河分析"、"竞争壁垒"时触发。MUST USE when user asks about competitive moat, sustainable competitive…

Apache-2.0Auto-check passed

Install A Share Competitive Moat

skills CLI
$ npx skills add aifinlab/FinClaw --skill a-share-competitive-moat -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install aifinlab/FinClaw a-share-competitive-moat --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/aifinlab/FinClaw.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/a-share-competitive-moat .claude/skills/a-share-competitive-moat && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
a-share-competitive-moat
GitHub stars
255
Token cost
~718 tokens
SKILL.md length
152 words
Files
2 (incl. references)
Skills in repo
74
Repo updated
First seen
Licence
Apache-2.0

At a glance

A股企业护城河/竞争优势分析/竞争壁垒评估。当用户说"护城河"、"竞争优势"、"moat"、"壁垒"、"XX的护城河是什么"、"竞争力分析"、"可持续竞争优势"、"品牌溢价"、"转换成本"、"网络效应"、"护城河分析"、"竞争壁垒"时触发。MUST USE when user asks about competitive moat, sustainable competitive…

  • Works in 5 steps: 识别商业模式与行业定位 → 评估五大护城河来源 → 量化验证护城河 → …
  • User asks about competitive moat
  • SKILL.md covers 数据源, Workflow (5 phases), 风格说明 and 关键规则, plus 1 more section
  • Calls python

What it does

A Share Competitive Moat is an agent skill from aifinlab/FinClaw. A股企业护城河/竞争优势分析/竞争壁垒评估。当用户说"护城河"、"竞争优势"、"moat"、"壁垒"、"XX的护城河是什么"、"竞争力分析"、"可持续竞争优势"、"品牌溢价"、"转换成本"、"网络效应"、"护城河分析"、"竞争壁垒"时触发。MUST USE when user asks about competitive moat, sustainable competitive advantage, barriers to entry, or moat analysis for a company. 基于Morningstar护城河框架,系统评估企业的可持续竞争优势(品牌/成本/网络效应/转换成本/规模效应),判断护城河宽窄和趋势。支持研报风格(formal)和快速评估风格(brief)。

Its SKILL.md is about 720 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/competitive-moat-guide.md`).

The licence is Apache-2.0.

When your agent uses it

  • User asks about competitive moat
  • Sustainable competitive advantage
  • Barriers to entry
  • Moat analysis for a company

Example prompts

  • “XX的护城河是什么”
  • “可持续竞争优势”
  • “/a-share-competitive-moat”

Requirements

  • Python 3

Workflow steps

5 steps, taken from the step headings in SKILL.md.

  1. 识别商业模式与行业定位
  2. 评估五大护城河来源
  3. 量化验证护城河
  4. 护城河趋势判断
  5. 输出护城河评级

What it can do on your machine

Read from SKILL.md and the folder at commit 9e62862. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • python

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

A Share Competitive Moat loads about 718 tokens when it runs, and up to ~3k if it reads all its reference files. Until then it costs about 94 tokens; SKILL.md has 152 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~94
When it runs · the whole SKILL.md, loaded when a task matches
~718
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from aifinlab/FinClaw at commit 9e62862, republished under its Apache-2.0 licence (© aifinlab). 152 words, ~718 tokens.

Download SKILL.mdSave it as .claude/skills/a-share-competitive-moat/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
a-share-competitive-moat
description
A股企业护城河/竞争优势分析/竞争壁垒评估。当用户说"护城河"、"竞争优势"、"moat"、"壁垒"、"XX的护城河是什么"、"竞争力分析"、"可持续竞争优势"、"品牌溢价"、"转换成本"、"网络效应"、"护城河分析"、"竞争壁垒"时触发。MUST USE when user asks about competitive moat, sustainable competitive advantage, barriers to entry, or moat analysis for a company. 基于Morningstar护城河框架,系统评估企业的可持续竞争优势(品牌/成本/网络效应/转换成本/规模效应),判断护城河宽窄和趋势。支持研报风格(formal)和快速评估风格(brief)。

A股企业护城河/竞争优势分析(Morningstar风格)

数据源

bash
SCRIPTS="$SKILLS_ROOT/cn-stock-data/scripts"

# 财务指标(多期,用于ROE/毛利率/ROIC趋势)
python "$SCRIPTS/cn_stock_data.py" finance --code [CODE]

# 实时行情(市值/PE/PB等)
python "$SCRIPTS/cn_stock_data.py" quote --code [CODE]

# 同行业可比公司财务(用于市占率/盈利能力对比)
python "$SCRIPTS/cn_stock_data.py" finance --code [COMP1],[COMP2],[COMP3]

# 同行业可比公司行情
python "$SCRIPTS/cn_stock_data.py" quote --code [COMP1],[COMP2],[COMP3]

补充 web 搜索:行业竞争格局、市占率数据、品牌排名、产业链地位、专利/牌照信息、管理层战略。

Workflow (5 phases)

Phase 1: 识别商业模式与行业定位
  1. Web 搜索:公司主营业务、收入结构、行业地位
  2. 确定公司所属行业及细分赛道
  3. 梳理商业模式:靠什么赚钱、价值链位置、客户/供应商集中度
  4. 获取财务数据(多期)和行情数据
Phase 2: 评估五大护城河来源

逐一评估以下 5 个护城河来源(参照 references/competitive-moat-guide.md):

  1. 品牌/无形资产:品牌溢价能力、专利/牌照壁垒、定价权
  2. 成本优势:规模降本、工艺领先、资源禀赋、区位优势
  3. 网络效应:用户越多价值越大(平台型/生态型企业)
  4. 转换成本:客户迁移的显性/隐性成本、客户粘性
  5. 规模经济+政府特许:自然垄断、牌照准入、政策保护

每个来源给出:存在/不存在/部分存在 + 简要论据。

Phase 3: 量化验证护城河

用财务数据验证护城河的真实性和可持续性:

指标护城河证据计算方式
ROE持续 >15%(近 5 年)净利润/净资产
毛利率稳定或上升趋势毛利/营收
ROIC持续 >WACC(NOPAT)/(投入资本)
市占率稳定或提升Web 搜索行业数据
自由现金流持续为正经营现金流-资本开支
净利率高于行业平均净利润/营收

与可比公司对比,判断是否显著优于同行。

Phase 4: 护城河趋势判断

综合 Phase 2-3 结果,判断护城河趋势:

  • 加宽(Widening):竞争优势增强,市占率提升,盈利能力改善
  • 稳定(Stable):竞争优势保持,各指标平稳
  • 收窄(Narrowing):竞争优势减弱,新进入者/替代品威胁

关注可能破坏护城河的因素:技术变革、政策变化、消费者偏好转移、行业颠覆。

Phase 5: 输出护城河评级

根据用户指定的风格(formal 或 brief)生成报告。默认为 brief。

护城河评级:

  • 宽护城河(Wide Moat):3个及以上护城河来源 + ROE持续>15% + 市占率领先
  • 窄护城河(Narrow Moat):1-2个护城河来源 + ROE>10% + 具备一定竞争壁垒
  • 无护城河(No Moat):无明显竞争优势 + ROE低于行业平均 + 市场地位不稳

风格说明

维度formal(研报风格)brief(快速评估)
篇幅5-10 页1-2 页
商业模式完整拆解(收入结构+产业链)1 段概述
5大护城河逐一详细分析+案例对比汇总表+关键结论
量化验证完整数据表+趋势分析+同行对比核心指标表
趋势判断多维度论证+情景分析1 段结论
最终评级评级+详细理由+风险提示评级+一句话理由
免责声明需要不需要

关键规则

  1. 护城河是定性+定量结合判断:不能只看财务数据,也不能只讲故事,必须两者相互印证
  2. 关注护城河趋势而非静态:护城河会变化,重点分析趋势方向和驱动因素
  3. 技术变革可能破坏护城河:尤其关注数字化/AI/新能源等对传统护城河的冲击
  4. A股国企有政策护城河但也有效率约束:牌照/特许经营是护城河,但需考虑治理效率和市场化改革风险
  5. 警惕伪护城河:低价不等于成本优势、规模大不等于规模经济、市占率高不等于有护城河
  6. 数据驱动:所有判断必须有财务数据或行业数据支撑,不做无依据的定性评价
  7. 数据截止标注:报告标注数据截止日期和报告生成日期

使用示例

示例 1: 基本使用
python
# 调用 skill
result = run_skill({
    "param1": "value1",
    "param2": "value2"
})
示例 2: 命令行使用
bash
python scripts/run_skill.py --input data.json

© aifinlab, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in skills/a-share-competitive-moat of aifinlab/FinClaw.

  • SKILL.md
  • references/competitive-moat-guide.md

Open the folder on GitHubat commit 9e62862

Compare with similar skills

A Share Competitive Moat next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

A Share Competitive Moat compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
A Share Competitive Moat this skillaifinlab/FinClaw255—~718Automated safety check: PassApache-2.0
ShareClickHouse/ClickHouse50k—~558Automated safety check: NotesApache-2.0
Developing Share PagesTriliumNext/Trilium38k—~3.4kAutomated safety check: PassAGPL-3.0
SharingBuilderIO/agent-native7.1k—~3.4kAutomated safety check: PassNone
Competitive Platform Analysisaffaan-m/ECC276k1 repos~3kAutomated safety check: PassMIT
Competitive Report Structureaffaan-m/ECC276k1 repos~2.1kAutomated safety check: PassMIT

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Questions about A Share Competitive Moat

What does A Share Competitive Moat do?

A股企业护城河/竞争优势分析/竞争壁垒评估。当用户说"护城河"、"竞争优势"、"moat"、"壁垒"、"XX的护城河是什么"、"竞争力分析"、"可持续竞争优势"、"品牌溢价"、"转换成本"、"网络效应"、"护城河分析"、"竞争壁垒"时触发。MUST USE when user asks about competitive moat, sustainable competitive…. A Share Competitive Moat is an agent skill from aifinlab/FinClaw. A股企业护城河/竞争优势分析/竞争壁垒评估。当用户说"护城河"、"竞争优势"、"moat"、"壁垒"、"XX的护城河是什么"、"竞争力分析"、"可持续竞争优势"、"品牌溢价"、"转换成本"、"网络效应"、"护城河分析"、"竞争壁垒"时触发。MUST USE when user asks about competitive moat, sustainable competitive advantage, barriers to entry, or moat analysis for a company.

When should I use A Share Competitive Moat?

A Share Competitive Moat fits situations like: user asks about competitive moat; sustainable competitive advantage; barriers to entry; moat analysis for a company.

How do I install A Share Competitive Moat in Claude Code?

Run `npx skills add aifinlab/FinClaw --skill a-share-competitive-moat -a claude-code`. Or copy the skill folder (skills/a-share-competitive-moat in aifinlab/FinClaw) into .claude/skills/a-share-competitive-moat in your project. Claude Code loads it when a task matches its description.

How do I install A Share Competitive Moat in Codex?

Run `npx skills add aifinlab/FinClaw --skill a-share-competitive-moat -a codex`. Or copy the skill folder (skills/a-share-competitive-moat in aifinlab/FinClaw) into .agents/skills/a-share-competitive-moat in your project. Codex loads it when a task matches its description.

Can I use A Share Competitive Moat in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add aifinlab/FinClaw --skill a-share-competitive-moat -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/a-share-competitive-moat, .gemini/skills/a-share-competitive-moat, .github/skills/a-share-competitive-moat and .opencode/skills/a-share-competitive-moat in your project.

What does A Share Competitive Moat need to run?

Going by SKILL.md and its folder, A Share Competitive Moat needs the command-line tools its instructions call (python). Our summary lists: Python 3.

Does A Share Competitive Moat access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is A Share Competitive Moat safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does A Share Competitive Moat use?

A Share Competitive Moat is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does A Share Competitive Moat use?

About 718 tokens (SKILL.md is roughly 2.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.3k tokens, read only when the agent opens those files.

What are the alternatives to A Share Competitive Moat?

Skills that share tags, products or a category with A Share Competitive Moat: Share (ClickHouse/ClickHouse, 50k stars), Developing Share Pages (TriliumNext/Trilium, 38k stars), Sharing (BuilderIO/agent-native, 7.1k stars) and Competitive Platform Analysis (affaan-m/ECC, 276k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains A Share Competitive Moat?

aifinlab (a GitHub user) maintains it in aifinlab/FinClaw, which has 255 GitHub stars. The repository holds 74 skills in this directory. The repository was last updated on May 13, 2026.

Source: aifinlab/FinClaw on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.