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 chuancyzhang/deepseek-cowork --skill industry_chain_signal_skillgit clone --depth 1 https://github.com/chuancyzhang/deepseek-coworkWrote 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/chuancyzhang/deepseek-cowork/industry_chain_signal_skill)<a href="https://agentmods.dev/skills/chuancyzhang/deepseek-cowork/industry_chain_signal_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/industry_chain_signal_skill/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/chuancyzhang/deepseek-cowork/industry_chain_signal_skill"><img src="https://agentmods.dev/badge/skills/chuancyzhang/deepseek-cowork/industry_chain_signal_skill.svg" alt="Reviewed on agentmods" width="80" 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 | $0.00063 | $0.01377 |
| Opus 5.5 | $0.00025 | $0.00551 |
| Sonnet 5.5 | $0.00013 | $0.00275 |
| Haiku 4.5 | $0.00006 | $0.00138 |
Grade A, and why
industry_chain_signal_skill 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 1mo 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.
This is a copy
73% identical to breakout_candidate_finder_skill — 201 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.
What it actually 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：
Cowork 适配：所需子 Skill 已随
wind-aifinmarket固定快照内置，不执行安装或在线更新命令。
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
- 若判断成立，接下来最值得观察的验证变量
- 若判断失效，最先暴露问题的链条位置
Step 6：形成产业链信号成稿
最终输出应帮助使用者把链条看清楚，知道应盯哪一环、信哪一类信号、回避哪类表面繁荣。成稿只呈现链条结构、关键变量、传导结论和观察框架。
输出结构
{产业链名称}信号梳理（{YYYY-MM-DD}）
一、30 秒结论
- 当前最强环节：{内容}
- 当前最弱环节：{内容}
- 价值正在向哪一段传导：{内容}
- 当前最值得跟踪的链条机会：{内容}
二、产业链结构图
| 环节 | 主要作用 | 关键变量 | 当前状态 |
|---|---|---|---|
| 上游 | {内容} | {内容} | {判断} |
| 中游 | {内容} | {内容} | {判断} |
| 下游 | {内容} | {内容} | {判断} |
三、链条核心信号
- 价格信号：{内容}
- 订单/出货信号：{内容}
- 库存信号：{内容}
- 盈利信号：{内容}
四、传导路径与节奏判断
- 当前传导起点：{内容}
- 下一步可能受益环节：{内容}
- 传导可能中断的原因：{内容}
五、受益与风险映射
- 受益方：{内容}
- 承压方：{内容}
- 关键验证点：{内容}
六、后续观察清单
- {观察点 1}
- {观察点 2}
- {观察点 3}
质量要求
- 产业链分析必须体现“结构、信号、传导、验证”四个层次，不能只写行业概览。
- 要明确价值落点和传导方向，避免把所有环节平均处理。
- 需区分已经兑现的景气与尚未兑现的预期，提升判断可操作性。
- 若链条信号彼此冲突，应把冲突点写清楚，而不是强行统一。
- 输出要能直接服务链条研究、比较环节机会和验证景气变化。
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.
- 1mo ago First seen · 133 lines · 63 tokens per session scan A ae5960b0402d
industry_chain_signal_skill is a skill published in the GitHub repository chuancyzhang/deepseek-cowork (18 stars, last pushed today), licensed Apache-2.0. It adds 63 tokens to every session and 1,377 once invoked, about $0.0003 per session on Opus 5.5. A static security scan graded it A with 0 findings. It is 73% identical to breakout_candidate_finder_skill, differing in 201 lines, and is treated as a copy.
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