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 skills add byteseek/Mira --skill industry-concept-analysisgit clone --depth 1 https://github.com/byteseek/MiraWrote 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/skills/byteseek/mira/industry-concept-analysis)<a href="https://agentmods.dev/skills/byteseek/mira/industry-concept-analysis"><img src="https://agentmods.dev/badge/skills/byteseek/mira/industry-concept-analysis/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.
<a href="https://agentmods.dev/skills/byteseek/mira/industry-concept-analysis"><img src="https://agentmods.dev/badge/skills/byteseek/mira/industry-concept-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- NVIDIA SkillSpector pass
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 | $0.00031 | $0.02246 |
| Opus 5 | $0.00015 | $0.01123 |
| Sonnet 5 | $0.00006 | $0.00449 |
| Haiku 4.5 | $0.00003 | $0.00225 |
Grade A, and why
industry-concept-analysis 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 12d 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.
How it starts
The opening of the file, as written. The whole thing — 276 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Industry Concept Analysis Skill
这个 skill 用于把一个不清晰的产业概念快速拆成可研究、可跟踪、可映射到标的的产业链框架。
典型输入包括：
存储CPUGPUABFHBMCPO液冷先进封装
它不是单票研究，也不是主题营销材料。它的目标是回答：
这个概念到底是什么，产业链谁负责什么，利润池和瓶颈在哪，哪些环节有定价权和放量弹性，哪些公司最值得进入下一轮单票研究。
Use When
- 用户提到一个产业、技术、材料、零部件、工艺、设备或供应链概念，但概念边界不清晰
- 需要先建立产业地图，再决定研究哪些公司
- 需要比较上下游环节的议价权、供需状态、放量路径和盈利弹性
- 需要识别紧供需平衡、高溢价、高收益或潜在反转环节
- 需要把 T0/T1 机构式框架、产业实践经验和第一性思考沉淀成可复用研究流程
Required Inputs
concept_nameresearch_questionmarket_scope例如global/US/CN/multiresearch_cutoff_datethesis_horizondepth可选：quick_map/standard/deep_divefocus可选：supply_shortage/pricing_power/volume_ramp/stock_mapping/risk_scan
Core Principle
先定义概念边界，再画产业链；先判断利润池和瓶颈，再筛公司。
输出顺序必须服务实战阅读：先给一页结论和股票映射，再给完整底稿。完整产业链、证据和公司表是 diligence，不应该挡在最前面。
不要直接从热门公司或热门叙事出发。必须先回答：
- 这个概念在物理、技术、工艺或商业流程中到底解决什么问题。
- 它位于完整产业链的哪一层。
- 需求端由谁真正拉动。
- 供给端由谁真正卡住。
- 哪一层能提价，哪一层只能放量，哪一层只是被动代工或交易拥挤。
Analysis Sequence
0. One-Page Industry Map
正式报告最前面必须先给 One-Page Industry Map，用于 PM / 交易员 / 快速复盘阅读。
必须回答：
one_sentence_definition一句话说清楚这个概念是什么。current_judgment当前是紧缺、均衡、宽松，还是结构性分化。where_is_tight紧在哪里，不紧在哪里。best_economic_layers哪些环节真正留利润。best_stock_proxies哪些上市公司最能映射这个概念，区分稳健、弹性、项目爬坡、间接映射。core_formula需求和供给分别由哪些变量相乘或相加决定。key_debate市场真正争论的变量。what_to_monitor5-8 个最关键跟踪指标。falsification什么事实会推翻当前判断。
这个部分允许压缩、判断、排序。后文 diligence 负责展开和追溯来源。
1. Concept Boundary
输出：
- plain-language definition
- technical definition
- adjacent concepts
- what it is not
- why the concept matters now
必须避免把相邻概念混在一起。例如：
GPU不是整个 AI 算力产业链HBM不是所有 DRAMABF是高端封装基板材料/载板链条中的关键环节，不等同于所有 PCBCPU的服务器、PC、手机、车载和边缘场景的供需逻辑不同
2. Value Chain Map
至少拆成：
- upstream inputs
- core technology or process layer
- manufacturing / integration layer
- downstream customers
- end-demand drivers
- substitutes and competing architectures
每一层必须记录：
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.
- 12d ago First seen · 276 lines · 31 tokens per session scan A a5fef95f6a28
industry-concept-analysis is a skill published in the GitHub repository byteseek/Mira (268 stars, last pushed 3d ago), licensed Apache-2.0. It adds 31 tokens to every session and 2,246 once invoked, about $0.0002 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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