Rapid Industry Understanding
Systematic 8-dimension industry report
Description
Recommended by
淡苍
Why we love this skill
This skill embodies the essence of McKinsey-style industry research. Through a 'search-then-judge' approach and an eight-dimension analysis framework, it ensures each report is based on the latest data, providing deep insights and decision-making advice, not just generalities.
📋 Usage Guide This Skill is an industry research engine based on McKinsey methodology, using the eight-dimension framework from Xiao Jing's "How to Quickly Understand an Industry". Tell it an industry name, and it produces a systematic research report. —————————————————————————————— 🚀 Basic Usage Just tell me the industry you want to research—the more specific, the better: a. "Analyze the solid-state battery industry" b. "Look at the humanoid robot supply chain from an entrepreneurial perspective" c. "Is the solar industry still investable now?" You can optionally provide three details (if missing, I'll use defaults): 1. Industry name: be specific, e.g., "perovskite solar" instead of "new energy"—required; 2. Goal: investment / career / entrepreneurship / competitive analysis / education, default: investment; 3. Region: China market / global / US / Southeast Asia..., default: China market; —————————————————————————————— ⚙️ What it does automatically? The entire process has 4 stages: 1. Multi-round web searches for market size/growth/penetration rate, supply chain, competitive landscape, moat evidence, policy, valuation—every conclusion has a source and timestamp, never fabricated; 2. Lifecycle positioning: use penetration rate to determine if the industry is in introduction/growth/maturity/decline—different stages have completely different research focuses; 3. Eight-dimension deep dive: business model → market size → moat (forced deep dive into dynamic trends) → competitive landscape (forced scoring on each of Porter's Five Forces) → valuation → PEST → business cycle; 4. Contrarian check: distinguish market priced-in consensus from overlooked real issues, and provide decision recommendations; —————————————————————————————— 📊 What it outputs? A professional research report in Markdown format, structured as: 1. ⚡ 30-second verdict — stage / core profit logic / biggest opportunity / biggest risk / one-sentence conclusion; 2. Research object and boundary definition; 3. Lifecycle positioning (with penetration rate data); 4. Eight-dimension analysis (moat includes dynamic trend table, Porter's Five Forces scoring table); 5. Contrarian check; 6. Conclusion and decision recommendations; 7. Key risk list; 8. Data sources and time notes; —————————————————————————————— 🔑 Two Core Highlights 1. Forced deep dive on moat: not just the type of barrier, but must answer "has it widened or narrowed in the past 2-3 years?" using market share/gross margin/pricing power data; 2. Porter's Five Forces scored individually: all five forces scored to avoid shortcuts, determining who has the strongest bargaining power now and whether the landscape is favorable or deteriorating for leaders; —————————————————————————————— ⏱️ Time Approximately 2-4 minutes, due to multiple rounds of search + dimension-by-dimension analysis + report writing —————————————————————————————— 🧩 Subsequent Extensions After the report is generated, you can continue with two specialized analyses (requires manual confirmation, won't run automatically): 1. "Unchain to find bottlenecks": identify physical bottlenecks in the supply chain that can't be bypassed when trends scale, locking in true beneficiary targets; 2. "DCF valuation": run a full discounted cash flow model for a specific company within the industry; —————————————————————————————— ▶️ Want to try? Just tell me an industry name, e.g., "Take a look at the AI agent industry from an entrepreneurial perspective" or "What's the situation with the hydrogen energy supply chain?"
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Objective Industry Research
An essential tool for investors. In-depth research to support decisions, but no judgments — very important, and those in the know understand. Author: Former engineer/entrepreneur, now a primary market investor, reviewed over 10,000 pitch decks, and has had in-depth discussions with more than 1,000 companies. Usage: Trigger via direct conversation. Example: "Research the triacetate cellulose (TAC film) industry." → The skill will automatically identify and activate. What it does: 1. Automatically identify input type and define research scope. 2. Phase 1: 3-5 search rounds, output a 1,500-word quick panoramic scan (data tables + industry chain + key players + drivers/bottlenecks + information gaps). 3. Phase 2: After you reply "Continue," output a full report covering 7 sections and 21 dimensions (5,000-15,000 words). 4. All output is pure facts, without judgments like "Is it worth investing?" --- # industry-research — In-Depth Industry Research ## Core Principles ## Division of Work ## Step 1: Identify and Define Scope ## Step 2: Phase 1 — Quick Panoramic Scan ### Phase 1 Output Structure ## Step 3: Phase 2 — Complete In-Depth Report ### Phase 1 Output Structure #### Part 1: Macro Overview #### Part 2: Market and Scale #### Part 3: Industry Chain Panorama #### Part 4: Global Perspective #### Part 5: Policy and Regulation #### Part 6: Capital and Market #### Part 7: In-Depth Understanding ## Data Quality Marking ## Phase 2 Parallel Search Strategy (Optional) ## Pre-Output Check
Deep Stock Research Engine
Not a news summary, but an individual stock research report with a methodological framework. Enter a company (A-share/H-share/US stock name or code), and it will perform 10-15 bilingual web searches to produce a report based on a seven-dimension framework: ① Business Model – where money comes from and goes, with a "translated into plain language" version ② Revenue Structure – breakdown by business, growth engines and drags ③ Moat – mandatory answer on widening or narrowing, using market share, gross margin, and pricing power ④ Financial Quality – cash flow vs profit alignment, changes in receivables, inventory, and goodwill ⑤ Competitive Landscape – competitor comparison table and concentration direction ⑥ Valuation Framework – only data and calculation framework, no judgment of over/undervaluation ⑦ Risk List – sorted by impact, each with verifiable trigger signals Each report includes: a one-page bull/bear summary (with substantial evidence on both sides), a next-quarter tracking list, and data sources for each point. Three iron rules: · Each key number is traceable to official filings or authoritative media; if not found, labeled 'insufficient information', never fabricated · Facts, calculations, and inferences are labeled separately · No stock price predictions, no target prices, no buy/sell advice – even for 'should I buy', only bull/bear evidence is given Supports three perspectives: Understand the Business (default), Financial Checkup, and Company Comparison. Suitable for investment researchers, financial content creators, and serious investors who want to systematically understand a company.
ResearchUnderstand Companies Fast
Enter a company name or stock ticker for an in-depth investment analysis using Charlie Munger’s latticework of mental models and a value-investing perspective. First, trace the company’s history, ownership, and governance. Then examine a 10-year financial overview and break down each business, product, and subsidiary to identify key turning points. Quantify each competitive moat and show how it translates into valuation. The analysis requires searching before reaching conclusions, cross-checking information across two sources, and labeling definitions and sources. It delivers three-scenario valuation and a 2×2 quality-versus-price decision framework, along with an actionable “Deep Value Investing Analysis” report that includes a list of questions for ongoing monitoring.
Rapid Industry Understanding
Systematic 8-dimension industry report
Description
Recommended by
淡苍
Why we love this skill
This skill embodies the essence of McKinsey-style industry research. Through a 'search-then-judge' approach and an eight-dimension analysis framework, it ensures each report is based on the latest data, providing deep insights and decision-making advice, not just generalities.
📋 Usage Guide This Skill is an industry research engine based on McKinsey methodology, using the eight-dimension framework from Xiao Jing's "How to Quickly Understand an Industry". Tell it an industry name, and it produces a systematic research report. —————————————————————————————— 🚀 Basic Usage Just tell me the industry you want to research—the more specific, the better: a. "Analyze the solid-state battery industry" b. "Look at the humanoid robot supply chain from an entrepreneurial perspective" c. "Is the solar industry still investable now?" You can optionally provide three details (if missing, I'll use defaults): 1. Industry name: be specific, e.g., "perovskite solar" instead of "new energy"—required; 2. Goal: investment / career / entrepreneurship / competitive analysis / education, default: investment; 3. Region: China market / global / US / Southeast Asia..., default: China market; —————————————————————————————— ⚙️ What it does automatically? The entire process has 4 stages: 1. Multi-round web searches for market size/growth/penetration rate, supply chain, competitive landscape, moat evidence, policy, valuation—every conclusion has a source and timestamp, never fabricated; 2. Lifecycle positioning: use penetration rate to determine if the industry is in introduction/growth/maturity/decline—different stages have completely different research focuses; 3. Eight-dimension deep dive: business model → market size → moat (forced deep dive into dynamic trends) → competitive landscape (forced scoring on each of Porter's Five Forces) → valuation → PEST → business cycle; 4. Contrarian check: distinguish market priced-in consensus from overlooked real issues, and provide decision recommendations; —————————————————————————————— 📊 What it outputs? A professional research report in Markdown format, structured as: 1. ⚡ 30-second verdict — stage / core profit logic / biggest opportunity / biggest risk / one-sentence conclusion; 2. Research object and boundary definition; 3. Lifecycle positioning (with penetration rate data); 4. Eight-dimension analysis (moat includes dynamic trend table, Porter's Five Forces scoring table); 5. Contrarian check; 6. Conclusion and decision recommendations; 7. Key risk list; 8. Data sources and time notes; —————————————————————————————— 🔑 Two Core Highlights 1. Forced deep dive on moat: not just the type of barrier, but must answer "has it widened or narrowed in the past 2-3 years?" using market share/gross margin/pricing power data; 2. Porter's Five Forces scored individually: all five forces scored to avoid shortcuts, determining who has the strongest bargaining power now and whether the landscape is favorable or deteriorating for leaders; —————————————————————————————— ⏱️ Time Approximately 2-4 minutes, due to multiple rounds of search + dimension-by-dimension analysis + report writing —————————————————————————————— 🧩 Subsequent Extensions After the report is generated, you can continue with two specialized analyses (requires manual confirmation, won't run automatically): 1. "Unchain to find bottlenecks": identify physical bottlenecks in the supply chain that can't be bypassed when trends scale, locking in true beneficiary targets; 2. "DCF valuation": run a full discounted cash flow model for a specific company within the industry; —————————————————————————————— ▶️ Want to try? Just tell me an industry name, e.g., "Take a look at the AI agent industry from an entrepreneurial perspective" or "What's the situation with the hydrogen energy supply chain?"
Related Skills
View allObjective Industry Research
An essential tool for investors. In-depth research to support decisions, but no judgments — very important, and those in the know understand. Author: Former engineer/entrepreneur, now a primary market investor, reviewed over 10,000 pitch decks, and has had in-depth discussions with more than 1,000 companies. Usage: Trigger via direct conversation. Example: "Research the triacetate cellulose (TAC film) industry." → The skill will automatically identify and activate. What it does: 1. Automatically identify input type and define research scope. 2. Phase 1: 3-5 search rounds, output a 1,500-word quick panoramic scan (data tables + industry chain + key players + drivers/bottlenecks + information gaps). 3. Phase 2: After you reply "Continue," output a full report covering 7 sections and 21 dimensions (5,000-15,000 words). 4. All output is pure facts, without judgments like "Is it worth investing?" --- # industry-research — In-Depth Industry Research ## Core Principles ## Division of Work ## Step 1: Identify and Define Scope ## Step 2: Phase 1 — Quick Panoramic Scan ### Phase 1 Output Structure ## Step 3: Phase 2 — Complete In-Depth Report ### Phase 1 Output Structure #### Part 1: Macro Overview #### Part 2: Market and Scale #### Part 3: Industry Chain Panorama #### Part 4: Global Perspective #### Part 5: Policy and Regulation #### Part 6: Capital and Market #### Part 7: In-Depth Understanding ## Data Quality Marking ## Phase 2 Parallel Search Strategy (Optional) ## Pre-Output Check
Deep Stock Research Engine
Not a news summary, but an individual stock research report with a methodological framework. Enter a company (A-share/H-share/US stock name or code), and it will perform 10-15 bilingual web searches to produce a report based on a seven-dimension framework: ① Business Model – where money comes from and goes, with a "translated into plain language" version ② Revenue Structure – breakdown by business, growth engines and drags ③ Moat – mandatory answer on widening or narrowing, using market share, gross margin, and pricing power ④ Financial Quality – cash flow vs profit alignment, changes in receivables, inventory, and goodwill ⑤ Competitive Landscape – competitor comparison table and concentration direction ⑥ Valuation Framework – only data and calculation framework, no judgment of over/undervaluation ⑦ Risk List – sorted by impact, each with verifiable trigger signals Each report includes: a one-page bull/bear summary (with substantial evidence on both sides), a next-quarter tracking list, and data sources for each point. Three iron rules: · Each key number is traceable to official filings or authoritative media; if not found, labeled 'insufficient information', never fabricated · Facts, calculations, and inferences are labeled separately · No stock price predictions, no target prices, no buy/sell advice – even for 'should I buy', only bull/bear evidence is given Supports three perspectives: Understand the Business (default), Financial Checkup, and Company Comparison. Suitable for investment researchers, financial content creators, and serious investors who want to systematically understand a company.
ResearchUnderstand Companies Fast
Enter a company name or stock ticker for an in-depth investment analysis using Charlie Munger’s latticework of mental models and a value-investing perspective. First, trace the company’s history, ownership, and governance. Then examine a 10-year financial overview and break down each business, product, and subsidiary to identify key turning points. Quantify each competitive moat and show how it translates into valuation. The analysis requires searching before reaching conclusions, cross-checking information across two sources, and labeling definitions and sources. It delivers three-scenario valuation and a 2×2 quality-versus-price decision framework, along with an actionable “Deep Value Investing Analysis” report that includes a list of questions for ongoing monitoring.
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