buyback_program_reviewer_skill SKILL.md skillA

buyback_program_reviewer_skill from wind-alice/alicemarket is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add wind-alice/alicemarket/buyback_program_reviewer_skill@git:20260629.563681b

Pins 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/buyback_program_reviewer_skill/SKILL.md
Versions recorded
1
Latest version
git:20260629.563681b, committed Jun 29, 2026
Size
4,214 bytes
Repository stars
148
License
none declared

判断回购计划的规模、动机、执行约束与真实利好程度。适用于公司宣布回购、估值争议期、资本配置分析等场景。.

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

# Buyback Program Reviewer 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

本技能用于评审公司回购计划的真实质量,重点回答“这次回购到底有多大、是否真能执行、管理层为什么现在做、对每股价值和市场信号的影响有多强”。输出重点不是把公告原文复述一遍,而是判断回购是实质利好、常规姿态,还是更多偏展示性动作。

## 执行流程

### Step 1:确认回购条款与基本事实

先把回购计划的关键条款梳理清楚,至少包括:

- 回购总金额或股数上限
- 回购期限
- 回购方式
- 资金来源
- 是否注销、用于股权激励、员工持股或其他用途

若公告只有授权框架而无明确执行安排,应明确标注。

### Step 2:衡量回购规模是否有实质意义

回购是否重要,首先取决于规模。重点判断:

- 相对于公司市值、流通股本的占比
- 相对于年度自由现金流和账上现金的压力
- 与历史回购规模相比是升级、常规还是象征性
- 与同业资本配置方式相比是否突出

### Step 3:分析管理层为什么现在宣布回购

进一步判断回购背后的核心动因,常见包括:

- 管理层认为估值低估
- 需要稳定市场信心或修复预期
- 缺乏更高回报的再投资机会
- 对冲股权激励摊薄
- 资本结构管理或股东回报政策调整

动因分析应尽量结合公司当前经营阶段,而不是套用固定模板。

### Step 4:区分“授权回购”与“实际执行”

很多回购计划存在执行不确定性,需要重点评估:

- 公司过去回购承诺的兑现度如何
- 当前现金流和资产负债表是否支持持续执行
- 是否存在监管、窗口期或其他技术约束
- 回购用途是否会弱化对股东的真实增厚效果

### Step 5:映射到每股价值与投资逻辑

把回购从公告层翻译成研究层,至少回答:

- 对每股收益、股本结构和股东回报的潜在影响
- 是否改变当前估值支撑
- 是强化长期逻辑,还是仅提供短期情绪支撑
- 哪些情况下回购计划可能被市场忽略

### Step 6:整合成回购评审成稿

最终输出应帮助使用者判断“这次回购值不值得当真”,而不是停留在公告摘要层面。
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add wind-alice/alicemarket/buyback_program_reviewer_skill@sha256:818ef65cb5a1ac44

The 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.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_rtcidipwipltwx2o.svg)](https://markdownregistry.com/a/art_rtcidipwipltwx2o)

3 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.

versioncommittedcommitsizeaudit
git:20260629.563681b latest2026-06-29 563681b 4,214 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (4214 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

GitHub

wind-alice/alicemarket · 148 stars · license none declared · pushed 2026-10-30 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_rtcidipwipltwx2o
GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/buyback_program_reviewer_skill
GET https://markdownregistry.com/api/v1/blob/818ef65cb5a1ac44decad5991b34d40bde32214d0e0bdba099e5788798a2d86f

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.

More from wind-alice/alicemarket

a-share-primary-theme-identification SKILL.md skill
wind-alice/alicemarket · skills/a-share-primary-theme-identification/SKILL.md · 用于A股市场主线识别,聚焦市场结构 / 题材周期 / 资金行为。本skill主要用户问题回答、撰写报告、撰写金融类文章等场景。本报告输出内容较多,不适合简单对话场景。各类信息与数据的获取,可以使用wind.financial.data工具,…
git:20260428.752946f · audit A · 148 stars
add_to_winner_decision_skill SKILL.md skill
wind-alice/alicemarket · skills/add_to_winner_decision_skill/SKILL.md · 判断盈利仓是否适合继续加仓,并给出加仓前提、节奏安排、保护规则与停止扩张边界。适用于趋势延续、核心持仓滚动放大与强势股二次进攻场景。
git:20260629.563681b · audit A · 148 stars
after_close_watchlist_recap_skill SKILL.md skill
wind-alice/alicemarket · skills/after_close_watchlist_recap_skill/SKILL.md · 在收盘后总结自选股当日表现、驱动因素、强弱分化与次日观察点。适用于每日收盘复盘、维护自选股观察节奏、为次日盘前准备提供输入等场景。
git:20260629.563681b · audit A · 148 stars
avatar-charlie-munger-thinking SKILL.md skill
wind-alice/alicemarket · skills/avatar-charlie-munger-thinking/SKILL.md · 使用查理·芒格式的逆向思考、激励分析、认知偏误叠加和多学科模型检验复杂决策。用于评估商业与投资判断、组织行为、政策效果、重大选择、全民共识、失败风险,或识别论证中的单一视角和心理盲区。
git:20260611.942cf60 · audit A · 148 stars
avatar-nassim-taleb-risk SKILL.md skill
wind-alice/alicemarket · skills/avatar-nassim-taleb-risk/SKILL.md · 使用纳西姆·塔勒布式的尾部风险、利益共担、减法、林迪效应和杠铃策略分析不确定性。用于投资、商业、政策、职业、产品或个人决策中的出局风险、不可逆损失、脆弱性、代理问题、新旧方案比较和资源配置。
git:20260611.942cf60 · audit A · 148 stars
avatar-naval-ravikant-thinking SKILL.md skill
wind-alice/alicemarket · skills/avatar-naval-ravikant-thinking/SKILL.md · 使用纳瓦尔·拉维坎特式的重新定义、欲望审计、特定知识和杠杆框架澄清职业、创业、财富、幸福、自由与人生选择。用于识别错误问题、冲突欲望、独特竞争力、AI替代风险、许可依赖、边际成本和长期复利方向。
git:20260611.942cf60 · audit A · 148 stars
avatar-warren-buffett-investing SKILL.md skill
wind-alice/alicemarket · skills/avatar-warren-buffett-investing/SKILL.md · 使用沃伦·巴菲特式的能力圈、护城河、管理层诚信、所有者收益和资本配置框架分析企业与长期投资。用于研究公司商业模式、竞争优势、现金质量、管理层、估值、安全边际,或判断一项投资应继续研究、等待还是放弃。
git:20260611.942cf60 · audit A · 148 stars
backtest-expert SKILL.md skill
wind-alice/alicemarket · skills/backtest-expert/SKILL.md · Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or…
git:20260428.fa18f38 · audit A · 148 stars
breakout_candidate_finder_skill SKILL.md skill
wind-alice/alicemarket · skills/breakout_candidate_finder_skill/SKILL.md · 批量识别突破形态成熟、量价结构健康、催化配合较好的候选股,并输出优先级、触发条件与失效边界。适用于短中线选股、盘前候选池整理、板块轮动中筛选领涨预备股等场景。
git:20260519.104b3aa · audit A · 148 stars
breakout_trade_execution_skill SKILL.md skill
wind-alice/alicemarket · skills/breakout_trade_execution_skill/SKILL.md · 围绕突破交易制定从观察、触发、跟进到失效处理的落地执行方案,兼顾量价确认、环境配合与失败撤退。适用于盘前预案、盘中突破跟踪与强势股首日执行场景。
git:20260629.563681b · audit A · 148 stars
bull_bear_case_builder_skill SKILL.md skill
wind-alice/alicemarket · skills/bull_bear_case_builder_skill/SKILL.md · 同时搭建看多与看空逻辑,比较证据强弱、关键变量与情景路径,帮助识别核心分歧。适用于防止确认偏误、研究前辩论、投资观点校验等场景。
git:20260519.104b3aa · audit A · 148 stars
business_model_decoder_skill SKILL.md skill
wind-alice/alicemarket · skills/business_model_decoder_skill/SKILL.md · 把公司如何获客、交付、定价、赚钱和扩张的逻辑拆解清楚,帮助快速理解业务运转方式。适用于看不懂公司业务、研究前补基础、业务结构梳理等场景。
git:20260519.104b3aa · audit A · 148 stars

Every file in wind-alice/alicemarket

Browse by kind, by grade A, or by owner.