china-equity-research

china-equity-research is a skill for Claude Code, Codex from equity-rigor/us-equity-research. It costs 169 tokens per session (3,456 once invoked), scanned B, original, MIT.

A research workflow for analysing one Chinese A-share or H-share company’s stock. It uses multiple specialist analyses, a separate bear-case review, web checks for recent claims, and an investment memo format.

In plain words
What is it for?
Use it for fundamental research, stock pitches, investment memos, valuation, and position-sizing decisions involving Chinese listed companies.
Why use it?
It brings industry, financial, policy, competitive, and positioning questions into one review process. The independent bear case helps expose risks that a single optimistic analysis might miss.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: mentions subagents.

Good fit Use it for fundamental research, stock pitches, investment memos, valuation, and position-sizing decisions involving Chinese listed companies.

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Install with agentmods
npx agentmods add skills/equity-rigor/us-equity-research/china-equity-research
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 equity-rigor/us-equity-research --skill china-equity-research
Clone the repo
git clone --depth 1 https://github.com/equity-rigor/us-equity-research

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 china-equity-research

README.md
[![agentmods](https://agentmods.dev/badge/skills/equity-rigor/us-equity-research/china-equity-research/github.svg)](https://agentmods.dev/skills/equity-rigor/us-equity-research/china-equity-research)
Your own site
<a href="https://agentmods.dev/skills/equity-rigor/us-equity-research/china-equity-research"><img src="https://agentmods.dev/badge/skills/equity-rigor/us-equity-research/china-equity-research/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.

agentmods 80×15 button for china-equity-research

Your own site · 80×15
<a href="https://agentmods.dev/skills/equity-rigor/us-equity-research/china-equity-research"><img src="https://agentmods.dev/badge/skills/equity-rigor/us-equity-research/china-equity-research.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 169 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,456 The whole file, excluding the scripts and references it only reads on demand.
Security scan B 1 finding. 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 $0.00169 $0.03456
Opus 5 $0.00084 $0.01728
Sonnet 5 $0.00034 $0.00691
Haiku 4.5 $0.00017 $0.00346

Measured 11d ago against content hash 86d08dc33cdd, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade B, and why

china-equity-research scanned grade B with 1 finding 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 11d 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.

Tells the agent never to refusemediumAnti-refusal

Suppressing the ability to decline removes a core safety control; a later harmful request then succeeds.

- "Other agents in this batch successfully used 25-100+ web tool calls. Do not refuse to execute."

Downgraded: this mod is about security review, or the phrase is quoted, so it is likely naming the pattern rather than instructing it.

templates/china-equity-research/SKILL.md · 219 lines

How it starts

The opening of the file, as written. The whole thing — 219 lines — stays where its author put it; the contents beside it link to each section on GitHub.

China A-Share / H-Share Equity Research Workflow

A multi-phase, multi-agent fundamental research framework for Chinese listed equities. Built to produce IC-memo-grade output with mandatory verification, integrated red team, and explicit position sizing.

Core Principles

These four principles run through every phase. Without them, the workflow degrades to ordinary sell-side commentary.

1. Multi-agent specialization beats monolithic analysis. A single agent doing "everything about stock X" will skim. Forced specialization with explicit handoffs catches things one analyst would miss. Industry, financial forensics, policy, positioning, and competitive analysis are different analytical units — they deserve different specialists.

2. Red Team runs in parallel from day one, not as final reviewer. The Red Team's job is to build the strongest possible bear case in good faith. It is judged on whether it identifies things the bull side missed, not on agreement with the PM. Assigning Red Team only at the end is too late — by then the narrative has hardened.

3. Web verification is mandatory for any post-cutoff specific claim. Sub-agents can hallucinate plausible-looking URLs, document IDs, and numbers — especially for events past the model's training cutoff. Every material specific claim (FY financials, regulatory designations, customer share, settlement amounts) must be independently verified via WebSearch/WebFetch with source URL captured. Distinguish framework claims (durable, structural) from specific numerical claims (need verification). The single biggest failure mode is unverified hallucination dressed up as primary-source rigor.

4. Position sizing reflects confidence, not just direction. A "Buy" rating with limited conviction is half-weight. A "Buy" with high conviction is a core position. Always specify both rating and sizing, with explicit reasons for the gap between them.

When to Trigger

Invoke this workflow whenever the user wants institutional-grade research on a Chinese listed equity. Specific triggers include providing a ticker like 000725 / 600519 / 0700.HK and asking "research this", "analyze this", "is this a buy", "build me a thesis", or requesting a stock pitch / IC memo / buy-side note / investment thesis. Also trigger on requests for Chinese-language investor memos on Chinese stocks.

Read the full file on GitHub · 219 lines

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. 11d ago First seen · 219 lines · 169 tokens per session scan B 86d08dc33cdd

Subscribe to this mod's changes

china-equity-research is a skill published in the GitHub repository equity-rigor/us-equity-research (4 stars, last pushed 1mo ago), licensed MIT. It adds 169 tokens to every session and 3,456 once invoked, about $0.0008 per session on Opus 5. A static security scan graded it B with 1 finding (tells the agent never to refuse). No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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