Agent skill

Industry Concept Analysis

Map an unclear industry concept into boundaries, value chain, supply-demand mechanics, profit pools, evidence gaps, and investable candidates.

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Industry Concept Analysis

skills CLI

$ npx skills add byteseek/Mira --skill industry-concept-analysis -a claude-code

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

GitHub CLI

$ gh skill install byteseek/Mira industry-concept-analysis --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/byteseek/Mira.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/industry-concept-analysis .claude/skills/industry-concept-analysis && 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/

Paste into Claude Code

Install the "industry-concept-analysis" agent skill from https://github.com/byteseek/Mira/tree/main/skills/industry-concept-analysis into .claude/skills/industry-concept-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-concept-analysis", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/byteseek/Mira/tree/main/skills/industry-concept-analysis

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add byteseek/Mira --skill industry-concept-analysis -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install byteseek/Mira industry-concept-analysis --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/byteseek/Mira.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/industry-concept-analysis .agents/skills/industry-concept-analysis && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "industry-concept-analysis" agent skill from https://github.com/byteseek/Mira/tree/main/skills/industry-concept-analysis into .agents/skills/industry-concept-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-concept-analysis", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add byteseek/Mira --skill industry-concept-analysis -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install byteseek/Mira industry-concept-analysis --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/byteseek/Mira.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/industry-concept-analysis .cursor/skills/industry-concept-analysis && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "industry-concept-analysis" agent skill from https://github.com/byteseek/Mira/tree/main/skills/industry-concept-analysis into .cursor/skills/industry-concept-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-concept-analysis", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/byteseek/Mira.git --path skills/industry-concept-analysis

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add byteseek/Mira --skill industry-concept-analysis -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install byteseek/Mira industry-concept-analysis --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/byteseek/Mira.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/industry-concept-analysis .gemini/skills/industry-concept-analysis && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "industry-concept-analysis" agent skill from https://github.com/byteseek/Mira/tree/main/skills/industry-concept-analysis into .gemini/skills/industry-concept-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-concept-analysis", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install byteseek/Mira industry-concept-analysis

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add byteseek/Mira --skill industry-concept-analysis -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/byteseek/Mira.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/industry-concept-analysis .github/skills/industry-concept-analysis && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "industry-concept-analysis" agent skill from https://github.com/byteseek/Mira/tree/main/skills/industry-concept-analysis into .github/skills/industry-concept-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-concept-analysis", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add byteseek/Mira --skill industry-concept-analysis -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install byteseek/Mira industry-concept-analysis --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/byteseek/Mira.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/industry-concept-analysis .opencode/skills/industry-concept-analysis && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "industry-concept-analysis" agent skill from https://github.com/byteseek/Mira/tree/main/skills/industry-concept-analysis into .opencode/skills/industry-concept-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "industry-concept-analysis", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: industry-concept-analysis
GitHub stars: 275
Token cost: ~1.3k tokens
SKILL.md length: 446 words
Files: 1
Skills in repo: 10
Repo updated: Sep 8, 2026
First seen: Oct 7, 2026
Licence: Apache-2.0

At a glance

Map an unclear industry concept into boundaries, value chain, supply-demand mechanics, profit pools, evidence gaps, and investable candidates.

Works in 6 steps: One-Page Industry Map → Concept Boundary → Value Chain Map → …
Business, Finance & HR work in your project
SKILL.md covers Use When, Required Inputs, Core Principle and Analysis Sequence, plus 5 more sections
Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Industry Concept Analysis is an agent skill from byteseek/Mira. Map an unclear industry concept into boundaries, value chain, supply-demand mechanics, profit pools, evidence gaps, and investable candidates.

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR. The repository describes itself as: Agent-native investment research workspace for evidence-tracked, refreshable investment theses across equities, earnings, macro, and portfolio review. The licence is Apache-2.0.

When your agent uses it

Business, Finance & HR work in your project

Example prompts

“/industry-concept-analysis”

Workflow steps

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

One-Page Industry Map
Concept Boundary
Value Chain Map
Company Map
Pricing And Volume Mechanics
Tightness And Profit Pool Ranking

What it can do on your machine

Read from SKILL.md and the folder at commit adddce7. 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
No scripts in the folder and no shell commands in SKILL.md.
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

Industry Concept Analysis loads about 1.3k tokens when it runs. Until then it costs about 42 tokens; SKILL.md has 446 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~42
When it runs · the whole SKILL.md, loaded when a task matches: ~1.3k

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 byteseek/Mira at commit adddce7, republished under its Apache-2.0 licence (© byteseek). 446 words, ~1,320 tokens.

Download SKILL.mdSave it as .claude/skills/industry-concept-analysis/SKILL.md (or your agent's skills folder).

name: industry-concept-analysis
description: Map an unclear industry concept into boundaries, value chain, supply-demand mechanics, profit pools, evidence gaps, and investable candidates.

Industry Concept Analysis Skill

这个 skill 用于把一个不清晰的产业概念快速拆成可研究、可跟踪、可映射到标的的产业链框架。

典型输入包括：

存储
CPU
GPU
ABF
HBM
CPO
液冷
先进封装

它不是单票研究，也不是主题营销材料。它的目标是回答：

这个概念到底是什么，产业链谁负责什么，利润池和瓶颈在哪，哪些环节有定价权和放量弹性，哪些公司最值得进入下一轮单票研究。

Use When

用户提到一个产业、技术、材料、零部件、工艺、设备或供应链概念，但概念边界不清晰
需要先建立产业地图，再决定研究哪些公司
需要比较上下游环节的议价权、供需状态、放量路径和盈利弹性
需要识别紧供需平衡、高溢价、高收益或潜在反转环节
需要把 T0/T1 机构式框架、产业实践经验和第一性思考沉淀成可复用研究流程

Required Inputs

concept_name
research_question
market_scope 例如 global / US / CN / multi
research_cutoff_date
thesis_horizon
depth 可选：quick_map / standard / deep_dive
focus 可选：supply_shortage / pricing_power / volume_ramp / stock_mapping / risk_scan

Core Principle

先定义概念边界，再画产业链；先判断利润池和瓶颈，再筛公司。

输出顺序必须服务实战阅读：先给一页结论和股票映射，再给完整底稿。完整产业链、证据和公司表是 diligence，不应该挡在最前面。

不要直接从热门公司或热门叙事出发。必须先回答：

这个概念在物理、技术、工艺或商业流程中到底解决什么问题。
它位于完整产业链的哪一层。
需求端由谁真正拉动。
供给端由谁真正卡住。
哪一层能提价，哪一层只能放量，哪一层只是被动代工或交易拥挤。

Analysis Sequence

0. One-Page Industry Map

正式报告最前面必须先给 One-Page Industry Map，用于 PM / 交易员 / 快速复盘阅读。

必须回答：

one_sentence_definition 一句话说清楚这个概念是什么。
current_judgment 当前是紧缺、均衡、宽松，还是结构性分化。
where_is_tight 紧在哪里，不紧在哪里。
best_economic_layers 哪些环节真正留利润。
best_stock_proxies 哪些上市公司最能映射这个概念，区分稳健、弹性、项目爬坡、间接映射。
core_formula 需求和供给分别由哪些变量相乘或相加决定。
key_debate 市场真正争论的变量。
what_to_monitor 5-8 个最关键跟踪指标。
falsification 什么事实会推翻当前判断。

这个部分允许压缩、判断、排序。后文 diligence 负责展开和追溯来源。

1. Concept Boundary

输出：

plain-language definition
technical definition
adjacent concepts
what it is not
why the concept matters now

必须避免把相邻概念混在一起。例如：

GPU 不是整个 AI 算力产业链
HBM 不是所有 DRAM
ABF 是高端封装基板材料/载板链条中的关键环节，不等同于所有 PCB
CPU 的服务器、PC、手机、车载和边缘场景的供需逻辑不同

2. Value Chain Map

至少拆成：

upstream inputs
core technology or process layer
manufacturing / integration layer
downstream customers
end-demand drivers
substitutes and competing architectures

每一层必须记录：

main function
representative companies
supply concentration
demand concentration
margin structure
capex / capacity cycle
typical lead time
key bottleneck

3. Company Map

公司映射必须分层，不允许只列龙头。

建议分类：

global leaders
regional leaders
focused pure plays
diversified conglomerates
critical private companies
public proxies
downstream beneficiaries
upstream picks-and-shovels

对每家公司至少记录：

ticker / market if public
value-chain position
exposure purity
competitive edge
customer or supplier dependency
key disclosed metric to monitor
why it matters for this concept

4. Pricing And Volume Mechanics

把每个环节拆成两条线：

pricing 价格由成本加成、供需缺口、产品代际、认证稀缺、客户切换成本、合同结构还是 spot price 决定。
volume 放量由终端需求、客户认证、产能扩建、良率、设备交期、材料瓶颈、渠道库存还是政策补贴决定。

必须显式判断：

谁能提价
谁只能靠出货
谁提价会被客户压回去
谁放量受制于上游
谁的高增长只是低基数

5. Tightness And Profit Pool Ranking

对每个环节给出定性评分：

supply_demand_tightness loose / balanced / tight / shortage
pricing_power low / medium / high
volume_visibility low / medium / high
margin_capture low / medium / high
stock_proxy_quality weak / usable / strong

然后输出：

current bottleneck layer
best profit-pool layer
best volume-ramp layer
best public-market proxy layer
most crowded narrative layer
most fragile assumption

Show full SKILL.md (154 more words)Show less

Institutional + Practical + First-Principles Lens

每次研究必须把三类视角并排使用：

institutional_lens 像 T0/T1 机构一样关注 TAM、竞争格局、供需模型、价格曲线、盈利弹性、估值锚和可验证数据。
operator_lens 像产业实践者一样关注认证周期、良率、产能爬坡、客户导入、库存、合同、供应商切换成本和交付风险。
first_principles_lens 从物理约束、工艺约束、资本开支约束、组织能力约束和需求真实刚性出发，拆掉概念炒作。

如果三类视角冲突，必须明确写出：

conflict
which lens is probably more reliable for the current question
what evidence would resolve it

Required Source Types

至少使用：

L1 公司披露、财报、招股书、业绩会、IR 材料
L2 官方、监管、行业协会、技术标准、产业组织材料
L3 高质量券商或专业行业研究
L5 市场数据、估值、价格或股价表现数据

可选但有用：

L4 权威新闻、访谈、行业媒体
L6 agent 整理的产业链表格，但必须指向上游 L1 到 L5 来源

Output Package

这个 skill 必须输出 industry-analysis-package：

industry-map.md
company-map.csv
evidence-log.csv

industry-map.md 必须包含：

one-page industry map
concept boundary
value chain map
demand map
supply map
pricing mechanics
volume mechanics
tightness and profit-pool ranking
company shortlist
stock research handoff
monitoring dashboard
open questions

Handoff To Equity Research

当某个公司进入下一轮单票研究时，把它交给 equity-research-core。

handoff 必须包含：

target company
why this company is a good proxy
concept exposure purity
value-chain position
expected pricing / volume driver
top 3 evidence items
top 3 risks
falsification condition

如果单票研究需要继续沿上下游验证，可以在 equity-research-core 中启用 supply-chain overlay。

Quality Bar

不能只解释概念，必须落到产业链层级和标的候选。
不能把完整底稿放在最前面；必须先输出一页版结论。
不能只列公司，必须说明每家公司处在哪一层、为什么重要、暴露度是否纯。
不能只讲需求，必须同时讲供给约束和放量路径。
不能只讲高景气，必须指出利润池在哪里、谁能留住利润、谁可能只是传导。
不能把 sell-side 观点直接当结论，必须用公司披露或产业数据交叉验证。
不能把公司口径、产业预测、长期目标或市场叙事写成已验证事实，必须在 evidence log 中保留 claim type。
不能把高增速等同于好股票，必须区分产业好、公司好、股票好。
每个核心判断都必须能回溯到 evidence log。

Files

Just SKILL.md in skills/industry-concept-analysis of byteseek/Mira.

Open the folder on GitHubat commit adddce7

Compare with similar skills

Industry Concept Analysis 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.

Industry Concept Analysis compared with similar skills
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Questions about Industry Concept Analysis

What does Industry Concept Analysis do?

Map an unclear industry concept into boundaries, value chain, supply-demand mechanics, profit pools, evidence gaps, and investable candidates. Industry Concept Analysis is an agent skill from byteseek/Mira. Map an unclear industry concept into boundaries, value chain, supply-demand mechanics, profit pools, evidence gaps, and investable candidates.

When should I use Industry Concept Analysis?

Industry Concept Analysis fits situations like: business, Finance & HR work in your project.

How do I install Industry Concept Analysis in Claude Code?

Run `npx skills add byteseek/Mira --skill industry-concept-analysis -a claude-code`. Or copy the skill folder (skills/industry-concept-analysis in byteseek/Mira) into .claude/skills/industry-concept-analysis in your project. Claude Code loads it when a task matches its description.

How do I install Industry Concept Analysis in Codex?

Run `npx skills add byteseek/Mira --skill industry-concept-analysis -a codex`. Or copy the skill folder (skills/industry-concept-analysis in byteseek/Mira) into .agents/skills/industry-concept-analysis in your project. Codex loads it when a task matches its description.

Can I use Industry Concept Analysis 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 byteseek/Mira --skill industry-concept-analysis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/industry-concept-analysis, .gemini/skills/industry-concept-analysis, .github/skills/industry-concept-analysis and .opencode/skills/industry-concept-analysis in your project.

What does Industry Concept Analysis need to run?

SKILL.md names no scripts, command-line tools or credentials: Industry Concept Analysis is instructions for the agent only.

Does Industry Concept Analysis 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 Industry Concept Analysis 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 Industry Concept Analysis use?

Industry Concept Analysis 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 Industry Concept Analysis use?

About 1.3k tokens (SKILL.md is roughly 5.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Industry Concept Analysis?

Skills that share tags, products or a category with Industry Concept Analysis: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Theme Detector (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars) and Stock API (zhangxiangliang/stock-api, 2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Industry Concept Analysis?

byteseek (a GitHub organization) maintains it in byteseek/Mira, which has 275 GitHub stars. The repository holds 10 skills in this directory. The repository was last updated on September 8, 2026.

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

Install Industry Concept Analysis

Facts

At a glance

What it does

When your agent uses it

Example prompts

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Industry Concept Analysis Skill

Use When

Required Inputs

Core Principle

Analysis Sequence

0. One-Page Industry Map

1. Concept Boundary

2. Value Chain Map

3. Company Map

4. Pricing And Volume Mechanics

5. Tightness And Profit Pool Ranking

Institutional + Practical + First-Principles Lens

Required Source Types

Output Package

Handoff To Equity Research

Quality Bar

Files

Compare with similar skills

Similar skills

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Questions about Industry Concept Analysis