company-analyzer

Company Analyzer

Produces a company analysis organized as Story × Logic × Judgment — a deliberate departure from SWOT-style templated reports. The three layers map to how humans actually understand a business: the narrative arc makes it memorable, the economic logic makes it rigorous, and the forced judgment makes it useful.

The benchmark for style and depth is 《晚点 LatePost》-class industry writing (see references/style-benchmark.md for an annotated example). If the output reads like a translated McKinsey slide with English jargon sprinkled in, it failed — even if all the facts are correct.

When to use

• "分析一下 XX 公司" / "深度研究 XX" / "我想搞懂 XX 这家公司"
• Weighing an investment, job, or partnership with a specific company
• Wants to understand the company as a thesis, not a data dump

When NOT to use

• Quick factual lookup (founding year, headcount) — answer directly
• Real-time prices, intraday earnings reactions — route to a market data tool
• Comparing ≥5 companies at once — depth-first, not breadth-first
• Pure concepts/technologies (Transformer, RAG) — not a company

Writing style (非协商)

This is the hardest part to get right and the easiest to fail. Before writing any section, hold the following rules in memory.

1. 母语化中文，不要自造中英夹杂术语。"护城河"说护城河，不要说 "moat"；"资本配置"说资本配置，不要说 "capital allocation"；"工艺 know-how" 最多保留 "know-how" 这样已被中文业界吸收的词。行业通用英文缩写（CAGR、PE、TIER 1、ROE、FCF）可保留；自造英译概念（process power、moat type、unit economics 当小标题用）不要。
2. 小标题必须是带动词的一句完整论断，不是名词短语。
   • 好：「过往的路径依赖，让公司错失了新能源车的增长红利」
   • 差：「历史沿革」「业务模式」「护城河分析」
3. 每段话都要自我解释因果。不写"它有规模优势"，写"它在 X 细分市场占 Y% 份额，这让它能摊薄 Z 这条固定成本——但同一份额在 W 市场并不成立"。
4. 因果链至少 3 层深。事件 → 为什么发生 → 业务影响 → 投资含义。停在任何中间层都是懒惰。
5. 段间用中文连接词过渡，不要靠 markdown 视觉结构硬拼（无 emoji、无表格作为论证主体——表格只用于展示分段数字）。
6. 数字要带解释。不要"营收 147 亿元，同比 +4.83%"，要"营收 147 亿元，同比只 +4.83%，而扣非反而 -4.39%——意味着这 4.83% 增速里一多半是卖资产，不是主业。"

Workflow

Phase 0 — Scope alignment (可跳过)

Default: use AskUserQuestion to confirm three things before any web search: