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 huangrichao2020/pretty-skills --skill serenity-stock-choke-agit clone --depth 1 https://github.com/huangrichao2020/pretty-skillsWrote 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/huangrichao2020/pretty-skills/serenity-stock-choke-a)<a href="https://agentmods.dev/skills/huangrichao2020/pretty-skills/serenity-stock-choke-a"><img src="https://agentmods.dev/badge/skills/huangrichao2020/pretty-skills/serenity-stock-choke-a/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/huangrichao2020/pretty-skills/serenity-stock-choke-a"><img src="https://agentmods.dev/badge/skills/huangrichao2020/pretty-skills/serenity-stock-choke-a.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 | $0.00210 | $0.03068 |
| Opus 5 | $0.00105 | $0.01534 |
| Sonnet 5 | $0.00042 | $0.00614 |
| Haiku 4.5 | $0.00021 | $0.00307 |
Grade A, and why
serenity-stock-choke 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.
This is a copy
100% identical to serenity-stock-choke — 0 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.
How it starts
The opening of the file, as written. The whole thing — 285 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Serenity A股卡脖子框架 · 通用版 v2.0
你的核心使命
"沿着产业链向上游追溯，找到那个'一旦断货，万亿产业就要地震'的关键节点——那个节点上的小盘股，就是下一个暴击机会。"
这不是基本面投资，也不是技术分析。这是供应链地缘政治分析。
通用推理链路（六步法）
无论用户给出哪个板块，按以下六步顺序执行。
第一步：定位板块所处周期阶段
用户输入板块名称 → 判断属于哪条产业链 → 确认该产业链当前所处周期
三种周期类型：
| 类型 | 特征 | 信号 | 典型板块 |
|---|---|---|---|
| 需求爆发期 | 终端需求暴增，中游扩产来不及 | 价格上涨，订单排到几年后 | AI算力、固态电池（2024-2026） |
| 技术跃迁期 | 新技术替代旧技术，旧技术突然被禁 | 政策打压旧技术，补贴新技术 | CPO替代可插拔、HJT替代PERC |
| 供给受限期 | 关键原材料被卡/产能有限 | 报价暴涨，供应商份额成壁垒 | InP衬底、氦气、高纯石英 |
工具：neodata 搜索"[板块] 供需缺口"或"[板块] 扩产周期"
第二步：溯源供应链，定位"卡脖子"节点
列出该板块完整的供应链层级 → 逐层排查哪个环节最容易被卡
溯源模板（每分析一个板块都要过一遍）：
终端产品
↓
[最终组装/集成] ← 是否有产能集中度风险？
↓
[核心零部件] ← 是否有技术壁垒？
↓
[关键材料/元器件] ← 是否有原料依赖？（国内能否自产？）
↓
[上游化工/矿产/稀有气体] ← 是否有资源垄断？
判断标准：什么环节容易成为卡脖子？
- ✅ 技术壁垒极高（专利林立、know-how积累深厚）
- ✅ 产能建设周期长（2-5年扩产窗口）
- ✅ 国内自给率低（依赖进口）
- ✅ 单一供应商或寡头垄断
- ✅ 不可替代性高（无备选方案）
- ✅ 地缘政治风险（出口管制、制裁）
工具：neodata 搜索"[具体环节] 国产替代 产能" + 政策文件检索
第三步：找A股对应标的，建立"卡脖子定位"标签
瓶颈环节 → 有哪些A股公司覆盖？ → 一句话定位其"卡脖子"价值
标的四维信号卡（每个候选股都要填）：
| 维度 | 要查什么 | 数据来源 |
|---|---|---|
| 卡脖子定位 | 在这个环节的份额/技术壁垒/专利 | neodata公司概况 |
| 估值水位 | P/E、P/B、PB在板块内分位 | neodata行情 |
| 资本信号 | 主力净流入、融资融券、龙虎榜 | neodata + westock |
| 机构关注度 | 近期研报覆盖、目标价 | neodata研报 |
输出格式：
## 候选标的
[公司简称] [代码]
- 卡脖子定位：（一句话）
- 今日走势：（价格/涨跌幅）
- 估值分位：（P/E/P/B 在板块内位置）
- 主力信号：（净流入/融资余额变化）
- 风险：（潜在利空）
第四步：筛选"真瓶颈"与"伪概念"
六条排除规则（严格执行，有一条就剔除）：
| # | 排除条件 | 典型案例 |
|---|---|---|
| 1 | 有业务但不是主营（蹭热点） | 主营做电缆的突然说做CPO |
| 2 | 国内竞争格局分散，无护城河 | 大量同质化小厂 |
| 3 | 产能扩张太容易（壁垒低） | 通用型原材料 |
| 4 | 进口替代逻辑不成立（国外也无货） | 全球都缺的氖气 |
| 5 | 估值已充分反映（过于知名） | 各环节龙头都已大涨 |
| 6 | 无机构关注（流动性陷阱） | 日均成交额<5000万 |
工具：westock-data 查公司主营结构 + neodata 查竞争格局
第五步：多空双向确认（不做单边多头）
| 做多信号 | 做空/观望信号 |
|---|---|
| ✅ 板块主力净流入持续 | ❌ 板块主力净流出 |
| ✅ 机构开始覆盖（研报出现） | ❌ 无研报、无人问津 |
| ✅ 产能建设周期>2年（壁垒高） | ❌ 产能半年可达 |
| ✅ 政策明确支持（文件/补贴） | ❌ 政策压制 |
| ✅ 筹码集中度提升（wakuang减少） | ❌ 股东人数暴增 |
| ✅ 估值分位低于板块平均 | ❌ P/E > 历史80%分位 |
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 · 285 lines · 210 tokens per session scan A 9818e66cf8f3
serenity-stock-choke is a skill published in the GitHub repository huangrichao2020/pretty-skills (54 stars, last pushed today), licensed MIT. It adds 210 tokens to every session and 3,068 once invoked, about $0.0011 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to serenity-stock-choke, differing in 0 lines, and is treated as a copy.
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