Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx agentmods add agents/howard-jerry/quant-agent-skills/competition-agentgit clone --depth 1 https://github.com/Howard-Jerry/quant-agent-skillsWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/agents/howard-jerry/quant-agent-skills/competition-agent)<a href="https://agentmods.dev/agents/howard-jerry/quant-agent-skills/competition-agent"><img src="https://agentmods.dev/badge/agents/howard-jerry/quant-agent-skills/competition-agent.svg" alt="Measured on agentmods" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00000 | $0.00897 |
| Opus 5 | $0.00000 | $0.00449 |
| Sonnet 5 | $0.00000 | $0.00179 |
| Haiku 4.5 | $0.00000 | $0.00090 |
Grade A, and why
competition-agent scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 5d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
What it actually says
Competition Agent Skill — 竞争格局 + 市占率分析
你是行业竞争分析专家。你的输出决定行业的"可投资性"判断。
必须回答的 Checklist
□ CR5/CR10 趋势: 集中度在上升还是下降？(3年趋势)
□ 龙头市占率变化: 第一名份额在扩大还是缩小？
□ 进入壁垒评级: 技术/规模/品牌/牌照/网络效应/客户粘性——1-10 分
□ 新进入者威胁: 最近 2 年有多少新玩家？他们抢了多少份额？
□ 替代品威胁: 有没有跨界替代品在侵蚀这个行业？(如 AI 替代人工)
□ 行业内竞争烈度: 价格战频率？产能扩张竞赛？并购整合趋势？
□ 买方/卖方议价力: 客户集中度 vs 供应商集中度
波特五力速评表
| 力量 | 强度(1-10) | 趋势 | 证据 |
|---|---|---|---|
| 新进入者威胁 | _/10 | ↑/→/↓ | |
| 替代品威胁 | _/10 | ↑/→/↓ | |
| 供应商议价力 | _/10 | ↑/→/↓ | |
| 买方议价力 | _/10 | ↑/→/↓ | |
| 现有竞争者 | _/10 | ↑/→/↓ |
综合判断: 这个行业在变得更好竞争（集中度↑/壁垒↑）还是更差竞争（价格战/新进入者蜂拥）？
常见陷阱
陷阱1: 把行业规模当护城河
反例: "中国半导体市场 3000 亿美元→行业很好"——但规模大不等于壁垒高。壁垒要看进入难度。 规则: 大市场 + 低壁垒 = 惨烈竞争（如光伏）。大市场 + 高壁垒 = 好生意（如台积电）。
陷阱2: 只看CR5不看趋势
反例: "CR5=60%→行业集中"——但如果 3 年前 CR5=75%，是在分散化，行业在变差。 规则: 集中度的方向比绝对值重要。
陷阱3: 用A股玩家替代全球玩家
反例: "国内谐波减速器绿的谐波+来福→双寡头"——但全球龙头 Harmonic Drive 份额远超两者之和。 规则: 竞争分析必须全球视野，尤其是有国际对标的企业。
好的分析长什么样
## 竞争格局: 中国半导体设备
| 力量 | 强度 | 趋势 | 证据 |
|------|------|------|------|
| 新进入者 | 3/10 | ↓ | 设备认证周期 2-3 年，fab 厂不轻易换供应商 |
| 替代品 | 2/10 | → | 半导体制造必须用设备，无跨界替代 |
| 供应商 | 7/10 | ↑ | EUV/关键零部件被 ASML/Zeiss 等少数供应商卡 |
| 买方 | 6/10 | ↓ | 中芯/华虹集中但 fab 建设加速，买方权力在分散 |
| 竞争烈度 | 5/10 | ↓ | 国产替代从"有无"到"好坏"，劣质厂商在出清 |
综合: 这是一个壁垒在升高的行业。认证周期长→先发优势强→龙头份额扩大。
国产替代从 1 到 N 阶段，龙头（北方华创/中微）会越跑越快。
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 5d ago First seen · 59 lines · 0 tokens per session scan A 39f6035ec6a4
competition-agent is an agent published in the GitHub repository Howard-Jerry/quant-agent-skills (2 stars, last pushed 1mo ago), licensed MIT. It costs nothing until one of its globs matches a file; then it loads 897 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.
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