growth-quality skillA
growth-quality is agent-read markdown (skill) from weaxs/stock-analysis-plugin: 成长质量分析：用多期收入、利润、现金流和盈利能力评估增长的真实性与可持续性。泛风险排查用 stock-analysis。.
Indexed from public GitHub and served as immutable, content-addressed versions. Install it pinned to an exact SHA-256 with the mdr CLI, and every file is verified against the hash recorded here before it reaches your agent. The deterministic audit below grades the latest version, and the same file always earns the same grade.
What the file says
# 成长质量分析 ## 输入数据说明 先运行： ```bash python3 scripts/gather.py <symbol> ``` gather 工具返回： - `quote` — 实时行情（PE/PB/市值） - `kline` — 60 日 K 线数据 - `technical` — 技术指标（趋势确认） - `financials` — 财务数据（核心数据源） - `news` — 近期新闻（业绩/行业信息） - `stock_info` — 公司基本信息（行业、板块） - `sector_rankings` — 板块排名 `financials` 通常只是单期摘要。多期趋势、经营现金流、应收账款或同业估值未返回时，把对应维度标为“数据不足”，不推断趋势、不计分。 ## 分析框架（4 步法） ### 1. 成长性评估 核心财务指标分析： - **营收增速**：同比增长率、环比变化趋势 - **净利润增速**：与营收增速的匹配度 - **经营现金流**：是否与利润同步增长 - **ROE 水平**：绝对值 + 变化趋势 ### 2. 质量评估 判断成长是否可持续： - **ROE 稳定性**：连续多期保持高水平 vs 大幅波动 - **现金流匹配**：经营现金流/净利润 > 0.8 为优质 - **毛利率趋势**：稳中有升 = 竞争优势增强 - **应收账款**：大幅增加可能意味着放宽信用条件换取增长 ### 3. 估值容忍度 成长是否已被估值透支： - PE 与增速匹配度（PEG 分析） - PB 是否过度反映未来成长 - 市值/营收比是否合理 - 同行业估值对比 ### 4. 趋势确认 基本面正面但技术未确认时需观察： - 上升趋势 + 基本面改善 = 加分 - 下降趋势 + 基本面改善 = 可能是价值陷阱，需等待拐点 - 放量突破 = 市场认同成长逻辑 ## 评分调整规则 基准分 50，根据以下条件调整： - 营收+利润+现金流+ROE 全面改善：+15 - 行业高景气 + 公司份额提升（共振）：+6 - PEG < 1 且增速 > 20%：+6 - 高估值（PE > 50）但增速尚未验证：-8 - 增收不增利（毛利率下滑）：-12 - 现金流与利润严重背离：-10 - ROE 持续下滑：-8 ## 输出格式 1. 成长画像（一句话概括公司成长阶段） 2. 核心财务指标分析表 3. 成长质量评级（优质/一般/存疑） 4. 综合评分（0-100）及理由 5. 投资建议与关注风险点 只有收入、利润、现金流和 ROE 均有可比多期数据时，才可给出“优质”结论；否则完成标准是给出已验证项、缺失项和最小补证建议。
Read the whole file at its exact version.
How to install
mdr add weaxs/stock-analysis-plugin/growth-quality@git:20260916.70e8228mdr add weaxs/stock-analysis-plugin/growth-quality@sha256:7dddf87c4e13686bPin to a label to follow the author's releases, or to a sha256 to freeze the exact bytes forever. Either way the resolved hash is written to mdr.lock, and mdr install reproduces it on any machine.
[](https://markdownregistry.com/a/art_b7xkdmr4herjwzz7)
1 badge views in 30 days
Versions
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260916.70e8228 latest | 2026-09-16 | 70e8228 | 2,637 B | A | view · diff |
| git:20260916.a1ca926 | 2026-09-16 | a1ca926 | 2,566 B | A | view · diff |
| git:20260521.076544a | 2026-05-21 | 076544a | 2,337 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (2637 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
weaxs/stock-analysis-plugin · 24 stars · license none · pushed 2026-09-23 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_b7xkdmr4herjwzz7 GET https://markdownregistry.com/api/v1/resolve?ref=weaxs/stock-analysis-plugin/growth-quality GET https://markdownregistry.com/api/v1/blob/7dddf87c4e13686b1894bd02c72ab677e0d180a734e956bc5fa0885080172b0f
Your agent does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.