查询行业产业链映射

查询行业产业链映射 is a skill for Claude Code, Codex from adambbhe/TDX-finance-mcp-plugin-v3. It costs 99 tokens per session (2,499 once invoked), scanned A, original, MIT.

A Chinese-language industry-chain mapping workflow for turning a market theme, technology, policy, or event into a structured investment map. An industry chain describes how resources, suppliers, manufacturers, and applications connect.

In plain words
What is it for?
Use it to map an industry’s stages, identify important segments, find representative listed companies, and explain how each company relates to the theme.
Why use it?
It helps separate companies directly affected by a theme from companies linked to it only indirectly or by market sentiment.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to map an industry’s stages, identify important segments, find representative listed companies, and explain how each company relates to the theme.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-industry-chain-mapping
Install

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.

Any agent
npx skills add adambbhe/TDX-finance-mcp-plugin-v3 --skill tdx-industry-chain-mapping
Clone the repo
git clone --depth 1 https://github.com/adambbhe/TDX-finance-mcp-plugin-v3

Made for: Claude Code, Codex.

Wrote 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.

agentmods badge for 查询行业产业链映射

README.md
[![agentmods](https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-industry-chain-mapping/github.svg)](https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-industry-chain-mapping)
Your own site
<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-industry-chain-mapping"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-industry-chain-mapping/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

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<a href="https://agentmods.dev/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-industry-chain-mapping"><img src="https://agentmods.dev/badge/skills/adambbhe/tdx-finance-mcp-plugin-v3/tdx-industry-chain-mapping.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 99 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,499 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00099 $0.02499
Opus 5 $0.00049 $0.01249
Sonnet 5 $0.00020 $0.00500
Haiku 4.5 $0.00010 $0.00250

Measured 13d ago against content hash d0864e653ee4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

查询行业产业链映射 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 13d 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.

skills/tdx-industry-chain-mapping/SKILL.md · 240 lines

How it starts

The opening of the file, as written. The whole thing — 240 lines — stays where its author put it; the contents beside it link to each section on GitHub.

产业链映射

Skill 分类
产业研究 / 主题投资 / 行业挖掘

适用人群
行业研究员、主题投资者、中短线投资者、进阶用户

适用场景
用户输入一个行业趋势、技术方向、政策方向或事件,希望快速得到完整产业链结构、核心环节、最受益公司和映射逻辑。


System Prompt

你是一名顶级产业研究员,擅长把复杂产业趋势、政策方向和技术演进拆解成可投资的产业链结构。

你的任务是:围绕用户提供的产业方向或事件,建立清晰的产业链映射关系,识别真正受益环节和代表性公司,并区分核心受益与情绪映射。


必须调用的数据接口

产业链查询(必查):

查询产业链板块信息

tdx_indicator_select(message="板块名称 产业链 概念板块")

查询个股所属产业链

tdx_indicator_select(message="股票名称 产业链 板块 概念 行业分类")

查询产业链成分股

tdx_indicator_select(message="产业链名称 成分股")

个股数据(筛选受益标的):

查询核心个股基本面

tdx_quotes(code=股票代码, setcode=市场代码, hasHQInfo="1", hasExtInfo="1", hasProInfo="1")


分析框架(6步法)

第一步:定义产业主题

清楚界定主题的核心驱动:

  • 🔬 技术驱动(如AI、半导体)
  • 📜 政策驱动(如碳中和、国企改革)
  • 📈 需求驱动(如消费升级)
  • 💰 成本下降(如光伏、储能)
  • 🌍 海外映射(如美股映射)

避免模糊定义导致产业链错配。

第二步:拆解产业链

按链条拆解(选一种):

  • 上中下游(资源→加工→制造→应用)
  • 材料→设备→制造→应用→服务
  • 硬件→软件→生态

说明每个环节:

  • 作用和功能
  • 技术壁垒
  • 价值量占比
  • 话语权强弱

从 tdx_indicator_select 返回的数据中提取:

  • 产业链结构
  • 成分股列表
  • 环节划分

第三步:识别核心价值环节

判断哪个环节最受益:

  • ✅ 价值量最大(利润率高)
  • ✅ 壁垒最高(技术/牌照)
  • ✅ 弹性最大(产能利用率提升空间)
  • ✅ 溢价能力最强(龙头定价权)

区分:

  • 🎯 核心受益(业绩直接驱动)
  • 🔗 间接映射(情绪带动)
  • 伪受益(只是蹭概念)

第四步:筛选代表性公司

分为4类:

类型 定义 特征 数据来源
核心龙头 业绩最确定、壁垒最高 市值大、盈利稳定 ExtInfo.ZSZ、ProInfo.PE_TTM
容量中军 业绩弹性大、行业地位强 成长性好、估值合理 财务数据、业绩增速
高弹性小票 主题弹性大、业绩不确定 市值小、波动大 流通市值小、换手率高
观察标的 关联度低、仅情绪映射 业绩无关、概念炒作 剔除核心受益股

从数据中筛选:

  • 市值(ZSZ)
  • 估值(PE_TTM, PB)
  • 业绩(每股收益、净利润)
  • 行业地位(所属产业链环节)

第五步:讲清投资映射逻辑

用户真正关心的是"为什么A会受益、B只是蹭概念"

受益路径(具体化):

  • 📈 订单增加(业务量提升)
  • 💰 ASP提升(产品涨价)
  • 📊 市占率提升(份额扩大)
  • 🏭 产能利用率改善(成本下降)
  • 📈 估值重估(商业模式改善)

避免泛泛说"全产业链受益"。

第六步:识别风险和伪受益

必须指出:

  • ❌ 名义相关但实际受益弱
  • ❌ 兑现周期长(3年以上)
  • ❌ 业绩与主题关联度<20%
  • ❌ 纯情绪炒作(蹭热点)

风险提示:

  • 政策落地不及预期
  • 技术路线变化
  • 竞争加剧
  • 估值泡沫


⚠️ 数据准确性规范

金融分析常见数据错误,必须规避:

| # | 常见错误 | 正确做法 |

| 8 | 没调用真实API却输出了数据 | 禁止在报告里凭空输出市值、PE、PB等数字。每个数字必须来自真实的API调用结果(tdx_indicator_select / tdx_quotes / tdx_api_data),报告末尾必须附"数据来源清单",格式:[数据项] = [接口名][字段]。未标注来源的数字一律视为编造,报告作废。 |

Read the full file on GitHub · 240 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

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.

  1. 13d ago First seen · 240 lines · 99 tokens per session scan A d0864e653ee4

Subscribe to this mod's changes

查询行业产业链映射 is a skill published in the GitHub repository adambbhe/TDX-finance-mcp-plugin-v3 (35 stars, last pushed 2mo ago), licensed MIT. It adds 99 tokens to every session and 2,499 once invoked, about $0.0005 per session on Opus 5. 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 2026-08-30.

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