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 Fize/mmtickerlab --skill industry-researchgit clone --depth 1 https://github.com/Fize/mmtickerlabWrote 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/fize/mmtickerlab/industry-research)<a href="https://agentmods.dev/skills/fize/mmtickerlab/industry-research"><img src="https://agentmods.dev/badge/skills/fize/mmtickerlab/industry-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.
<a href="https://agentmods.dev/skills/fize/mmtickerlab/industry-research"><img src="https://agentmods.dev/badge/skills/fize/mmtickerlab/industry-research.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 | $0.00137 | $0.01936 |
| Opus 5.5 | $0.00055 | $0.00774 |
| Sonnet 5.5 | $0.00027 | $0.00387 |
| Haiku 4.5 | $0.00014 | $0.00194 |
Grade A, and why
industry-research 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.
How it starts
The opening of the file, as written. The whole thing — 97 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Industry Research — 深度行业与产业链透视
本技能可以独立运行。行业名称或代码是最小输入；产业链、商品、政策、公司和市场数据由本技能自行获取并核验。允许补充权威政策、交易所和行业协会数据，但必须记录来源与口径并完成核验。可以引用其他 Skill 的结构化证据，但不能要求用户先生成其他报告，也不能把报告正文当作原始事实。
本技能作为行业与赛道深钻的标准化 SOP。核心目标：透彻研究一个行业与产业链，厘清价值分配、竞争壁垒与二级市场标的映射。
零虚构与数据真实性铁律（Zero-Fabrication Data Gate）
- 真实数据唯一原则：报告中引用的所有市场规模 (TAM)、增长率 (CAGR)、毛利率、市场份额、技术参数及财务指标必须 100% 为真实数据。
- 多级真实数据获取路径：
- 板块资金与成分股：调用
market技能（参见market/SKILL.md）的flows命令查询行业/概念资金进出，使用master命令提取真实成分股清单； - 政策、研报与新闻：调用
search_web、read_url_content、tencent-news或agent-browser检索权威发改委/工信部政策、行业协会报告及上市公司公告； - 研报/白皮书 PDF：使用
pdf技能抽取权威券商研报文本与数据。
- 板块资金与成分股：调用
- 缺失即阻断（Fail-Fast）：若通过上述所有途径均无法获取到核心真实数据，必须立即终止报告生成，直接告知用户：“由于无法获取 [具体缺失数据/研报]，行业报告已安全阻断，不提供无法验证的虚假结论与推测”。绝对禁止编造或填充任何虚构数值！
五维行业透视框架
1. 产业链全景与价值链分配（Supply Chain & Value Chain）
- 上游（原材料/核心零部件） → 中游（加工/制造/系统集成） → 下游（渠道/终端应用） 全链条梳理；
- 利润与议价权分配：识别链条中毛利率最高、技术壁垒最强、具备核心定价权的环节；
- 供需瓶颈：找出当前约束产能或交付的关键“卡脖子”节点。
2. 行业生命周期与周期拐点（Industry Cycle & Inflection Points）
- 生命周期定位：判断行业处于导入期、高速成长期、成熟期还是衰退期；
- 产能与技术拐点：识别供需关系（产能过剩 vs 供不应求）以及新旧技术替代的渗透率临界点（如渗透率突破 10% 或 20%）。
3. 竞争格局与龙头对比矩阵（Competitive Landscape & Moats）
- 市场集中度：统计 CR3 / CR5 集中度及演变趋势；
- 龙头企业对比矩阵：
企/标的名称 商业模式与定位 核心壁垒（专利/规模/网络效应） 最新 EPS / 毛利率 主流估值 (PE/PS/PB) 市场份额与趋势 [真实企业 A] [成本领先 / 技术创新] [具体技术/客户锁卡] EPS: [真实值] / 毛利: [真实 %] [真实倍数] [真实 %] / 扩张
4. 政策风向与出口/合规约束（Policy & Regulation）
- 国内政策：产业扶持政策、补贴退坡、专项规划；
- 国际环境：地缘政治、关税限制、出口管制、跨境数据合规风险。
5. 二级市场真实标的与行业估值模型映射（Asset Mapping & Valuation Model）
整理该产业链在二级市场（A 股、港股、美股）上市的真实公司与主题 ETF，并指明该行业适用的主流估值模型：
- 行业主流估值模型：明确该赛道的核心估值锚（如半导体设计/SaaS 看 PS 与研发费用转化率，高端制造看 PE/PEG，周期性/资源品看 PB-ROE 或重置成本，生物医药看管线 DCF）；
- 真实标的映射：标注标的在产业链环节（上/中/下游）及对应市值体量。
输出规范：行业深度研究报告（Industry Research Report）
# [行业深度研究报告] {行业/赛道名称}
## 1. 核心要点总结 (Executive Summary)
1. **产业链与价值分布**：[1 句话总结上中下游核心壁垒与利润集中环节]
2. **行业周期与拐点**：[1 句话总结当前生命周期阶段与关键催化因素]
3. **竞争与壁垒**：[1 句话总结竞争格局与头部企业护城河]
## 2. 产业链全景与价值链分析
- **上游**：[核心输入、主要供应商、议价能力] [E01]
- **中游**：[加工集成、制造毛利率、技术复杂度] [E02]
- **下游**：[终端需求、渠道特征、集中度] [E03]
- **价值分配结论**：[哪一环节具备最高附加值与定价权]
## 3. 行业生命周期与供需/技术拐点
- **生命周期阶段**：[导入期 / 高速成长期 / 成熟期 / 衰退期]
- **供需动态**：[产能利用率、供需紧平衡状态]
- **关键技术/政策催化剂**：[驱动发展的确定性催化因素]
## 4. 竞争格局与龙头对比矩阵
| 核心玩家 | 业务定位 | 核心竞争力与护城河 | 最新 EPS / 毛利率 | 主流估值倍数 | 市场份额与展望 |
|---|---|---|---|---|---|
| [真实公司] | [描述] | [专利/规模/客户] | EPS: [真实值] / [毛利 %] | [PE/PS/PB 倍数] | [份额 %] / 扩张 |
## 5. 政策风向与合规/出海约束
- **政策利好/补贴**：[相关政策及实施细则]
- **监管/地缘风险**：[出口限制、反垄断或合规风险]
## 6. 二级市场真实标的与行业估值模型映射
- **行业核心估值模型建议**：[该行业最适用的估值方法，如高成长 SaaS 看 PS，制造看 PE/PEG，资源看 PB-ROE]
- **产业链上游标的**：[真实代码与名称，对应市值]
- **产业链中游标的**：[真实代码与名称，对应市值]
- **产业链下游标的**：[真实代码与名称，对应市值]
- **相关主题 ETF**：[真实 ETF 代码与名称]
- **近期板块资金热度**：[基于 market 技能 flows 命令返回的资金流向状态]
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 Changed · +1 lines 21757ae177e6
- 1mo ago Changed · +4 lines · +74 tokens per session 29ed8969dccc
- 1mo ago First seen · 92 lines · 63 tokens per session scan A 734c52f3f117
industry-research is a skill published in the GitHub repository Fize/mmtickerlab (5 stars, last pushed 25d ago), licensed MIT. It adds 137 tokens to every session and 1,936 once invoked, about $0.0005 per session on Opus 5.5. 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 2026-09-05.
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