China Sector Overview
Comprehensive A-share sector and industry landscape reports, market size, competitive...
Install
npx skills add jwangkun/claude-for-financial-services-cn --skill china-sector-overview -g -a claude-code -y- Repository
- jwangkun/claude-for-financial-services-cn881
- Category
- Engineering
- Updated
- 2mo ago
- License
- Apache-2.0
- Context cost
- Mediumabout 1,842 tokens
- Runs scripts
- No, instructions only
What it does
Comprehensive A-share sector and industry landscape reports, market size, competitive positioning, policy environment, key A-share players, trading multiples, and thematic trends. Adapted from the original sector-overview skill for Chinese market structure and terminology. Triggers on "A股行业分析", "行业研究", "板块分析", "sector overview China", "A-share sector deep dive", "白酒/半导体/新能源 行业分析", or "[industry] landscape China".
china-sector-overview
Purpose
Create comprehensive A股行业/板块深度报告 covering market dynamics, competitive positioning, regulatory environment, key players, trading multiples, and thematic trends.
Data Sources
Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
get_industry_stocks(industry="白酒") → 板块成分股
get_quote(ticker) → 个股行情、估值
get_financials(ticker, "income") → 财务数据对比
get_index_data("000001") → 大盘基准
# News (china-news MCP, separate server)
get_stock_news(ticker="{{TICKER}}") → 行业新闻
get_market_overview() → 涨幅榜/成交额榜
Secondary Sources
| Source | Use |
|---|---|
| 东方财富行业板块 | Industry classification, sector indices |
| 巨潮资讯 | Company filings for competitive analysis |
| 国家统计局 / 海关总署 | Macro data (industry output, trade) |
| 行业协会 (中汽协, 硅业分会, etc.) | Sector-specific statistics |
| Wind / Choice / 同花顺 | Comprehensive sector data |
| 券商研报 | Analyst consensus and frameworks |
Workflow
Step 1: Define Scope & Angle
Clarify:
- Sector / industry focus (e.g., 白酒, 半导体, 新能源汽车)
- Angle (e.g., investment theme, competitive analysis, turnaround story)
- Geographic scope (A-share only, or include HK-listed / US-listed Chinese)
- Time horizon (cyclical analysis, secular trends, near-term trade)
Step 2: Market Size & Structure
Industry overview:
| Metric | Data | Source |
|---|---|---|
| Total market size | 市场规模 (亿元/亿元) | 国家统计局, 行业协会 |
| Growth rate | 同比增速 / CAGR | Historical data |
| Market share | CR5, CR10 concentration | Company filings |
| Penetration rate | For new industries | Industry reports |
| Export/import | 进出口数据 | 海关总署 |
A-share representation:
- Number of listed companies in sector
- Total market cap (总市值 / 流通市值)
- Average PE / PB multiples
- Liquidity (average daily turnover)
Step 3: Competitive Landscape
Peer mapping:
