Agent skill

Industry Chain

by simonlin1212 in simonlin1212/Vibe-Research

产业链下钻与不可替代性判定方法:以龙头为"需求入口"沿供应链逐层下钻(整机 / 龙头 → 部件 → 核心器件 → 材料 → 衬底与设备),用物理 / 材料约束(扩产周期、良率、认证周期、有无替代)当筛子找供给刚性的卡口;给每个标的贴不可替代性标签(techmoat / capacitymoat / both /…

MITAuto-check passedBusiness, Finance & HR

Install Industry Chain

skills CLI
$ npx skills add simonlin1212/Vibe-Research --skill industry-chain -a claude-code

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

GitHub CLI
$ gh skill install simonlin1212/Vibe-Research industry-chain --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/simonlin1212/Vibe-Research.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.agents/skills/industry-chain .claude/skills/industry-chain && 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
industry-chain
GitHub stars
2.6k
Token cost
~719 tokens
SKILL.md length
169 words
Files
1
Skills in repo
6
Repo updated
First seen
Licence
MIT

At a glance

产业链下钻与不可替代性判定方法:以龙头为"需求入口"沿供应链逐层下钻(整机 / 龙头 → 部件 → 核心器件 → 材料 → 衬底与设备),用物理 / 材料约束(扩产周期、良率、认证周期、有无替代)当筛子找供给刚性的卡口;给每个标的贴不可替代性标签(techmoat / capacitymoat / both /…

  • Works in 6 steps: 三条纪律 → 六步下钻(每一层问同样四个问题) → 物理硬筛子(比商业叙事可靠的约束) → …
  • Business, Finance & HR work in your project
  • SKILL.md covers 0. 三条纪律, 1. 六步下钻(每一层问同样四个问题), 2. 物理硬筛子(比商业叙事可靠的约束) and 3. 校准:卡口越硬越贵, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Industry Chain is an agent skill from simonlin1212/Vibe-Research. 产业链下钻与不可替代性判定方法:以龙头为"需求入口"沿供应链逐层下钻(整机 / 龙头 → 部件 → 核心器件 → 材料 → 衬底与设备),用物理 / 材料约束(扩产周期、良率、认证周期、有无替代)当筛子找供给刚性的卡口;给每个标的贴不可替代性标签(techmoat / capacitymoat / both / 待补)并列证据;含"卡口越硬越贵"与预期差四问的校准。当任务涉及产业链位置、上下游、护城河、不可替代性、供给瓶颈、竞争格局时加载;单纯取数、估值计算、财报拆分等不涉及产业链结构的任务不要加载。只产出框架与证据表,不给投资动作建议。

Its SKILL.md is about 720 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: Vibe-Research:A 股、美股、港股的投研工作台 · 自选与持仓、每日复盘、产业资讯、产业研究、个股深挖、回测、研报库,168 个数据端点。支持 Claude Code、Codex、WorkBuddy 订阅或任意模型 API。 | A research workbench for China A-shares, US and HK stocks. The licence is MIT.

When your agent uses it

  • Business, Finance & HR work in your project

Example prompts

  • “卡口越硬越贵”
  • “/industry-chain”

Workflow steps

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

  1. 三条纪律
  2. 六步下钻(每一层问同样四个问题)
  3. 物理硬筛子(比商业叙事可靠的约束)
  4. 校准:卡口越硬越贵
  5. 产出格式(写进 profile / risk 阶段的 extra_findings 或报告"推断"段)
  6. 不做的事

What it can do on your machine

Read from SKILL.md and the folder at commit 7cc3d85. 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 Chain loads about 719 tokens when it runs. Until then it costs about 72 tokens; SKILL.md has 169 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~72
When it runs · the whole SKILL.md, loaded when a task matches
~719

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 simonlin1212/Vibe-Research at commit 7cc3d85, republished under its MIT licence (© simonlin1212). 169 words, ~719 tokens.

Download SKILL.mdSave it as .claude/skills/industry-chain/SKILL.md (or your agent's skills folder).
name
industry-chain
description
产业链下钻与不可替代性判定方法:以龙头为"需求入口"沿供应链逐层下钻(整机 / 龙头 → 部件 → 核心器件 → 材料 → 衬底与设备),用物理 / 材料约束(扩产周期、良率、认证周期、有无替代)当筛子找供给刚性的卡口;给每个标的贴不可替代性标签(tech_moat / capacity_moat / both / 待补)并列证据;含"卡口越硬越贵"与预期差四问的校准。当任务涉及产业链位置、上下游、护城河、不可替代性、供给瓶颈、竞争格局时加载;单纯取数、估值计算、财报拆分等不涉及产业链结构的任务不要加载。只产出框架与证据表,不给投资动作建议。

产业链下钻与不可替代性(industry-chain)

对应 研究宪法 投资哲学第一条——"在景气向上的行业里找不可替代的公司"——的操作手册。产业链结构是公开知识,挖出来不等于 alpha;本 skill 的价值在于把"不可替代性"从形容词变成带证据的标签,并给出它被市场定价程度的校准。

0. 三条纪律

  1. 每一条产业链事实(谁供谁、份额、产能、良率、认证进度、扩产周期)都要有证据 id(公告 / 研报 / 新闻 / 行业数据端点),说不出来源的写"待补",不凭印象填。
  2. 不可替代性标签只有四个值:tech_moat(技术 / 工艺 / 专利 / know-how 别人短期追不上)/ capacity_moat(工艺成熟度 / 产能布局 / 客户认证周期让对手赶不上,红利期内份额集中)/ both / 待补。每个标签后必须跟一句证据。
  3. 本 skill 只回答"它在链条哪一层、凭什么不可替代、市场定价到什么程度",不回答"买不买"。

1. 六步下钻(每一层问同样四个问题)

把公认的龙头当作"需求入口",不在龙头停留,沿供应链往上游走:

需求入口(整机 / 云厂 / 终端龙头)→ ① 关键部件 → ② 核心器件 / 芯片 → ③ 关键材料 → ④ 衬底 / 耗材 → ⑤ 设备 / 检测 → ⑥ 设备的核心零件

每一层四问:

  1. 不可替代吗?(技术 / 工艺 / 专利;或认证周期 / 产能爬坡期)
  2. 供给刚性吗?(扩产周期多长、良率爬坡多久、有没有替代路线、新进入者要多久)
  3. 集中度如何?(寡头 / 双寡头 / 分散;份额证据)
  4. 被看见了吗?(市值、研报覆盖数、一致预期机构数——"大家都知道"的卡口通常已经定价)

停在"不可替代 + 供给刚性 + 集中 + 关注度低"同时成立的那一层;A 股按"龙头 + 可研究到的最深一层"两条线并记(有无可交易标的只是事实记录,不是结论)。

2. 物理硬筛子(比商业叙事可靠的约束)

约束类型看什么证据来源(注册表端点示例)
扩产周期新产线从投资到满产要多久;设备交期公告(fetch_announcements / cninfo_announcements)、研报(em_reports / em_industry_reports)
良率 / 工艺成熟度良率爬坡曲线、单位成本、批量稳定性研报、公司互动问答(cninfo_irm)、新闻(em_stock_news / rss_news)
认证周期进入大客户 BOM 需要的验证时长、换供应商成本公告、研报、行业新闻
替代路线有没有技术路线切换会绕开这一层(路线断层风险)行业研报、海外同行(yahoo_news / sec_filings 等)
物料 / 资源垄断全球供给是否集中于少数地区 / 企业(中国独有物理卡口:部分稀土永磁、特种化工材料)行业数据、宏观端点
行业归属与景气行业分类、同行对比、景气方向sw_industry、em_industry_comparison、em_concept_blocks

物理不撒谎:优先用"扩产周期 / 良率 / 认证周期"这类可核的约束,而不是"品牌 / 生态 / 赛道好"这类叙事。

3. 校准:卡口越硬越贵

  • 卡口的不可替代性一旦被广泛认知,估值会把它计价完("卡口越硬越贵");本 skill 的标签要与 valuation 的 PEG / 分位一起看:硬卡口 + 高 PEG 是常态,不是机会信号。
  • 预期差四问(判断"方向新"维度有没有预期差):① 方向新吗(认知未形成)② 会供不应求吗(需求新增 × 供给刚性)③ 本市场有标的吗 ④ 已经炒过了吗(最关键——多数热门方向卡在这一问)。识别信号:需求侧"路线切换 / everyone betting on";供给侧"售罄 / 交期拉长 / 涨价函"。
  • 默认假设与证伪:对任何"新方向",先假设它已被市场定价,再用 ④ 问去证伪——证据是该方向相关标的的涨幅 / 换手 / 研报覆盖数 / 一致预期修正(注册表端点可取),拿不到证据就写"定价程度待补",不凭印象下"已炒过 / 没炒过"的结论。在此前提下可用的分析视角是:① 方向真 + 有订单兑现路径时,分析"兑现确定性";② 有实业、尚未被概念化的标的,分析"基本面与定价的差距";③ 赛道已全部计价时,只比较"业绩兑现度 + 增速能否消化估值"(回到 valuation 口径)。这三条是分析框架,用于组织证据与裁决点,不是筛选或买卖指令。

4. 产出格式(写进 profile / risk 阶段的 extra_findings 或报告"推断"段)

产业链位置表:

层环节本公司角色不可替代性标签证据(ev id)供给刚性(扩产 / 良率 / 认证)集中度关注度

加三行结论:

  • 标签:tech_moat / capacity_moat / both / 待补 + 一句证据;
  • 最大的"被绕开"风险(技术路线断层 / 客户自研 / 产能过剩)各一条,进 catalyst-risk 的反证清单;
  • 裁决点:什么数据出来会改变标签(例如竞争对手通过认证、新产能投产、路线切换订单落地)。

5. 不做的事

  • 不给"核心池 / 推荐 / 加仓"类结论;不把本 skill 的标签翻译成动作。
  • 不用模型记忆填份额、产能、客户名单;没有证据的格写"待补"。
  • 不引用外部个人观点或社交媒体言论作为事实;它们只能作为线索,线索必须经注册表端点的数据印证后才进报告。

© simonlin1212, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in .agents/skills/industry-chain of simonlin1212/Vibe-Research.

Open the folder on GitHubat commit 7cc3d85

Compare with similar skills

Industry Chain 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 Chain compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Industry Chain this skillsimonlin1212/Vibe-Research2.6k—~719Automated safety check: PassMIT
Technical Analysttradermonty/claude-trading-skills3k4 repos~4.6kAutomated safety check: PassMIT
Theme Detectortradermonty/claude-trading-skills3k2 repos~4.9kAutomated safety check: PassMIT
Creating Financial ModelsChen-zexi/open-ptc-agent7293 repos~1.3kAutomated safety check: PassMIT
Stock APIzhangxiangliang/stock-api2k—~507Automated safety check: PassMIT
Itr Walakaranb192/itr-wala871—~3.6kAutomated safety check: PassMIT

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Questions about Industry Chain

What does Industry Chain do?

产业链下钻与不可替代性判定方法:以龙头为"需求入口"沿供应链逐层下钻(整机 / 龙头 → 部件 → 核心器件 → 材料 → 衬底与设备),用物理 / 材料约束(扩产周期、良率、认证周期、有无替代)当筛子找供给刚性的卡口;给每个标的贴不可替代性标签(techmoat / capacitymoat / both /…. Industry Chain is an agent skill from simonlin1212/Vibe-Research.

When should I use Industry Chain?

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

How do I install Industry Chain in Claude Code?

Run `npx skills add simonlin1212/Vibe-Research --skill industry-chain -a claude-code`. Or copy the skill folder (.agents/skills/industry-chain in simonlin1212/Vibe-Research) into .claude/skills/industry-chain in your project. Claude Code loads it when a task matches its description.

How do I install Industry Chain in Codex?

Run `npx skills add simonlin1212/Vibe-Research --skill industry-chain -a codex`. Or copy the skill folder (.agents/skills/industry-chain in simonlin1212/Vibe-Research) into .agents/skills/industry-chain in your project. Codex loads it when a task matches its description.

Can I use Industry Chain 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 simonlin1212/Vibe-Research --skill industry-chain -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-chain, .gemini/skills/industry-chain, .github/skills/industry-chain and .opencode/skills/industry-chain in your project.

What does Industry Chain need to run?

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

Does Industry Chain 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 Chain 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 Chain use?

Industry Chain is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Industry Chain use?

About 719 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.

What are the alternatives to Industry Chain?

Skills that share tags, products or a category with Industry Chain: 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 Chain?

simonlin1212 (a GitHub user) maintains it in simonlin1212/Vibe-Research, which has 2,641 GitHub stars. The repository holds 6 skills in this directory. The repository was last updated on October 10, 2026.

Source: simonlin1212/Vibe-Research on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.