Industry chain mapper
Open-source skills — shareable & installable
npx -y skills add Haochenhust/ch-skills --skill industry-chain-mapperAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
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This skill should be used when the user asks to '梳理一下XX产业链', '这个行业的上下游是什么', '哪个环节弹性最大', or when starting research on a new industry theme. Builds and maintains persistent industry-chain maps (upstream/midstream/downstream, key companies, market share, investment-elasticity ranking). Artifact-focused; complements the process-focused industry-chain-research skill.
SKILL.md
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Industry Chain Mapper
Build structured industry chain maps for investment research. Maps are persistent files that get updated over time, not rebuilt from scratch. (For the step-by-step research process/methodology, see the industry-chain-research skill; this skill focuses on producing and maintaining the map artifact.)
When to Use
- Starting research on a new industry chain
- Updating an existing chain map with new information
- Comparing companies within a chain to find the best investment target
Workflow
Step 1: Check Existing Maps
ls industry-chain-*.md
If a map already exists for this chain, READ it first and UPDATE rather than rebuild.
Step 2: Research the Chain
For a new chain, gather information via:
- WebSearch: "{industry} 产业链 上游 中游 下游 2026"
- WebSearch: "{industry} 产业链 龙头公司 市占率"
- WebSearch: "{industry} 产业链图谱 研报"
- Articles/reports the user has provided
- Financials for key companies (via the
financial-data-fetcher/tushare-dataskills)
Step 3: Build/Update the Map
Save to industry-chain-{name}.md in your research notes directory.
Map Template
# {Industry Name} 产业链图谱
> 创建日期：{date}
> 最后更新：{date}
> 置信度：{X}%
## 产业链概览
{1-2 sentence description of the industry chain and why it matters for investment}
## 产业链结构
### 上游 — {upstream category name}
| 环节 | 代表公司 | 市占率/地位 | A股标的 | 投资弹性 |
|------|----------|-------------|---------|----------|
| {sub-segment} | {companies} | {share/position} | {stock code} | {high/medium/low} |
### 中游 — {midstream category name}
| 环节 | 代表公司 | 市占率/地位 | A股标的 | 投资弹性 |
|------|----------|-------------|---------|----------|
| {sub-segment} | {companies} | {share/position} | {stock code} | {high/medium/low} |
### 下游 — {downstream category name}
| 环节 | 代表公司 | 市占率/地位 | A股标的 | 投资弹性 |
|------|----------|-------------|---------|----------|
| {sub-segment} | {companies} | {share/position} | {stock code} | {high/medium/low} |
## 弹性排序
按投资弹性从大到小排列（结合市占率变化潜力、估值空间、催化剂）：
1. **{company}({code})** — {why highest elasticity}
2. **{company}({code})** — {reason}
3. ...
## 关键变量
影响这条产业链投资价值的核心变量：
1. {variable 1}: {current status} → {what to watch}
2. {variable 2}: {current status} → {what to watch}
## 产业链传导逻辑
{How does a change at one level propagate through the chain?}
{Which segment benefits most/least from a demand increase?}
## 更新日志
- {date}: {what was updated and why}
Rules
- Maps are living documents — update, don't rebuild
- Every company must have a stock code if it's A-share listed
- Elasticity ranking must have logic — not just "this one is big so it's good"
- Mark uncertainty — if market-share data is estimated or from a single source, say so
- Link back to your research notes — after creating/updating a map, update the corresponding track in your notes