industry_chain_signal_skill SKILL.md skillA

industry_chain_signal_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/industry_chain_signal_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/industry_chain_signal_skill/SKILL.md
Versions recorded
1
Latest version
git:20260629.563681b, committed Jun 29, 2026
Size
4,959 bytes
Repository stars
153
License
none declared

从产业链上下游的景气、价格、订单、库存与盈利变化中识别机会与风险,帮助判断哪一环节在受益、承压或即将传导。适用于行业链研究、景气跟踪与链条选股。.

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

# Industry Chain Signal 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

本技能用于把行业链条拆成上游、中游、下游或关键环节,识别景气变化如何传导,并回答“价值现在落在哪一段、下一步会传到哪里、哪些公司受益、哪些公司有风险”。输出重点不是写一份宽泛行业介绍,而是把传导路径、关键变量和错配机会说清楚。

## 执行流程

### Step 1:确认产业链范围与研究起点

先明确本次研究覆盖的产业链范围:

- 研究的是哪条产业链
- 用户更关注哪个环节或哪个公司
- 是要寻找机会、验证景气,还是识别风险
- 观察周期是短期价格变化,还是中期景气趋势

若用户只给出一家公司,也应先把它放回所在产业链中再分析,避免孤立判断。

### Step 2:搭建产业链结构图

把产业链拆成关键环节,并说明每一环节的功能与价值获取方式,通常包括:

- 上游资源、原材料或核心零部件
- 中游制造、集成、平台或分销环节
- 下游终端需求、客户结构和应用场景
- 链条中真正决定利润弹性的关键瓶颈环节

这一阶段的目标是先明确“谁给谁供给、谁对谁定价、谁最容易受影响”。

### Step 3:提取各环节的核心信号

围绕景气与利润传导,优先观察以下信号:

- 价格变化是否反映供需紧张或缓和
- 订单、出货、排产、开工率等经营线索是否同步改善
- 库存变化是主动补库、被动累库还是去库存末端
- 毛利率或利润率改善是来自量增、价升还是成本下降
- 下游需求变化是否已经向上游或中游反馈

各环节信号应尽量对应到可验证变量,避免停留在抽象判断。

### Step 4:分析传导路径与节奏错位

产业链机会常来自传导的先后顺序。要重点说明:

- 当前景气变化最先出现在哪一环
- 哪些环节已经兑现,哪些环节尚未被市场充分定价
- 传导为何可能中断、延迟或反向发生
- 哪些环节会出现“收入先改善、利润后改善”或相反的错位

### Step 5:提炼链条中的受益方、承压方与关键验证点

在传导路径明确后,提炼:

- 当前最直接受益的环节与代表公司
- 可能受压制的环节与风险来源
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add wind-alice/alicemarket/industry_chain_signal_skill@sha256:f1b081478bba5b64

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_wthkmf32t4iqep5d.svg)](https://markdownregistry.com/a/art_wthkmf32t4iqep5d)

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.

versioncommittedcommitsizeaudit
git:20260629.563681b latest2026-06-29 563681b 4,959 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 (4959 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 · 153 stars · license none declared · pushed 2026-10-30 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_wthkmf32t4iqep5d
GET https://markdownregistry.com/api/v1/resolve?ref=wind-alice/alicemarket/industry_chain_signal_skill
GET https://markdownregistry.com/api/v1/blob/f1b081478bba5b643e8eea2600e4564e15ba823a64b9c0feae641c0f33e9c180

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.

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