growth_quality_check_skill SKILL.md skillA
growth_quality_check_skill from wind-alice/alicemarket is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add wind-alice/alicemarket/growth_quality_check_skill@git:20260629.563681bPins git:20260629.563681b in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- wind-alice/alicemarket
- Path
skills/growth_quality_check_skill/SKILL.md- Versions recorded
- 1
- Latest version
- git:20260629.563681b, committed Jun 29, 2026
- Size
- 4,132 bytes
- Repository stars
- 153
- License
- none declared
拆解公司增长来源，检查其盈利含量、现金含量、可持续性与失速风险，判断增长是否“有质量”。适用于高成长股筛选、成长逻辑复核、景气股辨别真伪等场景。.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Growth Quality Check Skill
## 数据依赖与执行前置条件
推荐使用万得 `wind-mcp-skill` 获取底层数据。执行前先检查本地是否已有 `wind-mcp-skill`；若没有，提示用户安装：
```bash
# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y
# Gitee 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
```
## 技能定位
本技能用于判断一家公司的增长是否值得信任。输出重点不是只看增速高低，而是拆解增长到底从哪里来、是否带来更好的利润和现金、是否具备可持续性，以及最容易在哪个环节失速。
## 执行流程
### Step 1：确认要检验的增长命题
先明确当前市场在讨论哪一种增长：
- 收入高增长
- 利润高增长
- 某业务分部的结构性高增长
- 困境后恢复性增长
不同增长类型，判断标准不同，不能一套逻辑通用。
### Step 2：拆解增长来源
把增长拆成可解释的来源，而不是停留在总量数字：
- 量增还是价增
- 老产品扩张还是新品贡献
- 内生增长还是并购并表
- 单一大客户拉动还是多客户普遍改善
- 景气顺风还是公司份额提升
这一步的目标是识别增长的质量与纯度。
### Step 3：检验增长是否伴随盈利与现金改善
高质量增长通常不只体现在收入，还应观察：
- 利润率是否同步改善
- 费用投放是否失控
- 现金回款是否跟得上
- 库存、应收、资本开支是否异常拉升
若增长依赖激进让利、压货或大幅透支现金，应显著降级判断。
### Step 4：判断增长的持续性
从持续性角度反推：
- 当前增长驱动能维持多久
- 未来一年是否仍有同样强的催化
- 是否存在高基数、需求前置、补贴退坡等问题
- 行业内供给变化会不会削弱增长质量
### Step 5：识别最可能的失速路径
任何增长逻辑都要回答“最先可能坏在哪里”。重点关注：
- 单一产品周期见顶
- 大客户回落
- 竞争加剧导致价格回吐
- 景气拐点或政策变化
这一部分是为了区分“暂时很快”与“真正有持续性”。
### Step 6：给出增长质量评级与跟踪框架
最终输出应回答：
- 这家公司增长质量高不高
- 高质量体现在哪些方面
- 接下来最该盯的验证指标是什么
## 输出结构
---
# {股票名称}增长质检（{YYYY-MM-DD}）
## 一、结论摘要
- **增长质量评级**：{高 / 中 / 低}
…Read the whole file at its exact version.
How to install
mdr add wind-alice/alicemarket/growth_quality_check_skill@sha256:d4877be23fc97394The line at the top of this page pins the label git:20260629.563681b, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_gtiuyzh5jzhnfrhu)
4 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on Jun 29, 2026.
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 (4132 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
wind-alice/alicemarket · 153 stars · license none declared · pushed 2026-10-30 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_gtiuyzh5jzhnfrhu GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/growth_quality_check_skill GET https://markdownregistry.com/api/v1/blob/d4877be23fc973943034357ae34d80556e84434e6ec9f90e8a3f1e64465b7206
Your AI assistant 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.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.