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Industry competition moat

Skill spikeHongg/china-stock-research-skills/skills/industry-competition-moat

Open-source agent skills for China stock and A-share research: Chinese-first outputs, citation-first analysis, and orchestrated workflows.

Install
npx -y skills add spikeHongg/china-stock-research-skills --skill industry-competition-moat

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Analyze the industry structure, competition, supply-demand balance, and moat of an A-share company. Use this skill when testing whether a company's growth can be sustained, whether its claimed differentiation is real, and which external industry forces could compress returns. All outputs must include accessible source links.

SKILL.md

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Industry Competition Moat

Place the company inside its real industry structure and test whether it has defensible economics.

Non-Negotiable Rules

  • Use public policy, statistics, procurement, and company disclosures to validate industry claims.
  • Separate company claims from third-party validation.
  • State which competitor comparison points are fact and which are inference.
  • Do not repeat detailed company financial scoring here.
  • Default every intermediate and final output to Simplified Chinese unless the user explicitly requests another language.

Read First

  • skills/shared/references/source-registry.md
  • skills/shared/references/citation-standard.md
  • skills/shared/references/analysis-pattern-selector.md
  • skills/shared/references/language-output-standard.md
  • skills/shared/references/sector-adaptation-checklist.md
  • skills/industry-competition-moat/references/moat-grid.md
  • If the company is in a policy-sensitive or asset-heavy sector, load the relevant shared overlay first.
  • If the company is an IDC or AI-compute infrastructure case, skills/shared/references/idc-heavy-asset-transition-overlay.md and skills/industry-competition-moat/references/idc-value-chain-and-peers.md are optional example overlays.

When to Use

  • Assess industry attractiveness and rivalry.
  • Compare the company with listed peers and alternative business models.
  • Test whether policy, capital, qualification, data, channel, or switching cost creates a moat.

Workflow

  1. Define the value chain and the company's exact position in it.
  2. Pull industry-policy and demand data from official sources.
  3. Select a source-backed peer set and compare capacity, clients, margins, and business model.
  4. Apply a moat grid and a five-forces style structure.
  5. Highlight where the company captures value and where it remains vulnerable.

Required Output

  • 事实: industry size, policy tailwind/headwind, peer positions, value-chain role
  • 解读: moat strength, structural advantage, likely pressure points
  • 待验证问题: missing peer metrics, uncertain supply additions, unclear regulation
  • Value Chain Map: each link labeled strong, medium, or weak capture ability

Boundaries

  • Do not run the company's order pipeline in detail.
  • Do not build the risk dashboard here.
  • Do not produce target price or trading plan.

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