china-unit-economics

china-unit-economics is a skill for Claude Code from jwangkun/claude-for-financial-services-cn. It costs 80 tokens per session (1,912 once invoked), scanned A, original, Apache-2.0.

A framework for measuring how much it costs to gain customers and how much revenue those customers may generate for companies in China. It covers customer value, acquisition costs, repeat purchases, and customer groups over time.

In plain words
What is it for?
Use it to calculate LTV, CAC, LTV/CAC, customer payback time, retention, churn, repeat-purchase rates, and customer-group performance for China-focused companies.
Why use it?
It helps investors see whether a business can grow profitably and how Chinese pricing, sales channels, discounts, and regional differences affect the numbers.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the private-equity plugin — 9 skills shipped together

Good fit Use it to calculate LTV, CAC, LTV/CAC, customer payback time, retention, churn, repeat-purchase rates, and customer-group performance for China-focused companies.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/jwangkun/claude-for-financial-services-cn/china-unit-economics
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 jwangkun/claude-for-financial-services-cn --skill china-unit-economics
Clone the repo
git clone --depth 1 https://github.com/jwangkun/claude-for-financial-services-cn

Made for: Claude Code.

Or install private-equity, the plugin that ships this one along with the rest of its 9 skills.

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-unit-economics

README.md
[![agentmods](https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-unit-economics/github.svg)](https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-unit-economics)
Your own site
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-unit-economics"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-unit-economics/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-unit-economics

Your own site · 80×15
<a href="https://agentmods.dev/skills/jwangkun/claude-for-financial-services-cn/china-unit-economics"><img src="https://agentmods.dev/badge/skills/jwangkun/claude-for-financial-services-cn/china-unit-economics.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 80 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,912 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00080 $0.01912
Opus 5 $0.00040 $0.00956
Sonnet 5 $0.00016 $0.00382
Haiku 4.5 $0.00008 $0.00191

Measured 9d ago against content hash ecf4d7198ff8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

china-unit-economics 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 9d 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.

vertical-plugins/private-equity/skills/china-unit-economics/SKILL.md · 193 lines

How it starts

The opening of the file, as written. The whole thing — 193 lines — stays where its author put it; the contents beside it link to each section on GitHub.

china-unit-economics

Purpose

Analyze A股及中国市场单元经济模型 — per-unit economics, customer economics, and cohort analysis for portfolio companies.

Key Metrics

Core Framework (Same as Global)

Metric Formula Target
LTV (Customer Lifetime Value) ARPU × Lifetime × Gross Margin >3x CAC
CAC (Customer Acquisition Cost) Sales & Marketing / New Customers <12-month payback
LTV/CAC LTV / CAC >3.0x
CAC Payback (months) CAC / (ARPU × Gross Margin %) <12 months
NRR (Net Revenue Retention) (Start + Expansion - Churn) / Start >100%
GRR (Gross Revenue Retention) (Start - Churn) / Start >85%
ARR Annual Recurring Revenue Growing
Churn Rate Lost customers / Total <5% monthly

China-Specific Metrics

Metric Description China Context
获客成本 CAC in Chinese context 线上投放 + 线下渠道
用户生命周期价值 LTV for Chinese consumers Higher for tier-1
复购率 Repeat purchase rate Critical for DTC brands
客单价 Average order value 价格敏感 market
渠道成本 Channel economics 经销商 vs DTC
补贴依赖 Subsidy / discount dependence Common in China

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

# For public companies, extract proxies
get_financials(ticker, "income")    → Revenue, opex
get_financials(ticker, "balance")   → Customer-related assets
get_financials(ticker, "cashflow")  → Cash flow

Secondary Sources

  • 巨潮 — company filings with segment data
  • 管理层指引 — management guidance
  • 券商研报 — unit economics estimates
  • 行业数据 — industry benchmarks

Workflow

Step 1: Define Unit Economics Model

Business model identification:

Business Model Unit Definition Revenue Model
消费品 每单 / 每用户 Transaction
SaaS 每客户 (年) Subscription
电商 每订单 / 每用户 Transaction
制造业 每件 / 每吨 Unit sales
平台 每GMV / 每交易 Take rate
广告 每曝光 / 每点击 CPM / CPC

Read the full file on GitHub · 193 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. 9d ago First seen · 193 lines · 80 tokens per session scan A ecf4d7198ff8

Subscribe to this mod's changes

china-unit-economics is a skill published in the GitHub repository jwangkun/claude-for-financial-services-cn (744 stars, last pushed 3mo ago), licensed Apache-2.0. It adds 80 tokens to every session and 1,912 once invoked, about $0.0004 per session on Opus 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 2026-09-03.

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