# Industry Chain Investment Analysis

Analyze an industry or sector from a senior investment-banking perspective for ordinary...

- Repository: https://github.com/digoal/blog (8605 stars)
- Category: Writing
- License: GPL-2.0
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add digoal/blog --skill industry-chain-investment-analysis -g -a claude-code -y`
Codex: `npx skills add digoal/blog --skill industry-chain-investment-analysis -g -a codex -y`
Cursor: `npx skills add digoal/blog --skill industry-chain-investment-analysis -g -a cursor -y`
Gemini CLI: `npx skills add digoal/blog --skill industry-chain-investment-analysis -g -a gemini-cli -y`

## Description

Analyze an industry or sector from a senior investment-banking perspective for ordinary investors by mapping the industry chain, identifying representative listed companies at each node, and writing a source-backed Markdown report. Use when the user provides an industry/sector/产业 name and asks for 产业链分析, 行业上市公司梳理, 投资银行视角分析, 商业模式/上下游/核心竞争力/护城河/竞争格局/风险揭露, or a visual Markdown investment reference saved under the current project's markdown directory.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Industry Chain Investment Analysis

## Objective

Produce a Chinese Markdown report for ordinary investors that explains an industry through its value chain, representative listed companies, business models, competitive positions, moats, risks, and investment-relevant tradeoffs. Act as a senior investment banker: evidence-driven, structurally skeptical, and clear about uncertainty.

## Required Reference

Read `references/report-framework.md` before writing the report. Use it for the report structure, company screening logic, analysis checklist, visuals, and risk language.

## Workflow

1. Clarify scope only when necessary.
   - If the industry name is broad, pick a practical public-market scope and state the assumption.
   - If geography is unspecified, cover globally and highlight China/Hong Kong/US-listed names when evidence supports them.

2. Gather current evidence.
   - Browse current authoritative sources for industry structure, market size, regulation, listed-company filings, exchange pages, annual reports, investor presentations, and reputable market data.
   - Prefer primary sources for company facts: annual reports, 10-K/20-F, prospectuses, official investor relations pages, exchange filings, and regulator filings.
   - Use third-party research only to triangulate industry structure, market share, and competitive dynamics.

3. Map the industry chain.
   - Split the industry into upstream, midstream, downstream, infrastructure/enablers, channels, and service/ecosystem nodes as applicable.
   - For each node, describe value creation, pricing power, cyclicality, capital intensity, and key bottlenecks.

The rest: https://github.com/digoal/blog/blob/HEAD/skills/industry-chain-investment-analysis/SKILL.md