@v587d/capital-generation 2.10.1 → 2.11.0

package/selected-skills/china-stock-research-skills/skills/industry-competition-moat/references/idc-value-chain-and-peers.md

@@ -4,13 +4,15 @@ Use this guide when the company claims to compete in IDC, AI-compute infrastruct
 
 ## Official Source Map
 
-| Source | What to Validate | URL |
-| --- | --- | --- |
-| MIIT | Policy on green data centers, digital infrastructure, industrial internet | https://www.miit.gov.cn/ |
-| NDRC | Computing-infrastructure and macro policy framework | https://www.ndrc.gov.cn/ |
-| National Bureau of Statistics | Macro and regional demand context | https://www.stats.gov.cn/ |
-| Operator procurement portals | External demand and package structure | https://b2b.10086.cn/ |
-| Exchange disclosures | Peer business model, capex, utilization disclosures | https://www.cninfo.com.cn/new/index |
+| Evidence | What to Validate |
+| --- | --- |
+| MIIT | Policy on green data centers, digital infrastructure, industrial internet |
+| NDRC | Computing-infrastructure and macro policy framework |
+| National Bureau of Statistics | Macro and regional demand context |
+| Operator procurement portals | External demand and package structure |
+| Exchange disclosures | Peer business model, capex, utilization disclosures |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Value Chain Buckets
 

package/selected-skills/china-stock-research-skills/skills/risk-warning-catalysts/SKILL.md

@@ -5,6 +5,13 @@ description: Build a source-backed monitoring system for risk signals and cataly
 
 # Risk Warning Catalysts
 
+## Evidence request
+
+通过宿主数据契约请求：财务报表（三表与附注，注明期间与 as-of）、披露文件（公告、年报或招股书，带回出处与文档日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 Convert research into a live monitoring framework.
 
 ## Non-Negotiable Rules

package/selected-skills/china-stock-research-skills/skills/risk-warning-catalysts/references/idc-monitoring-indicators.md

@@ -4,13 +4,15 @@ Use this overlay when project execution, power access, and asset ramp-up drive t
 
 ## Source Map
 
-| Source | What to Track | URL |
-| --- | --- | --- |
-| Exchange disclosures | Project revision, financing, impairment, guarantees, shareholder actions | https://www.cninfo.com.cn/new/index |
-| Operator procurement portals | Bid wins, package changes, procurement pace | https://b2b.10086.cn/ |
-| MIIT | Policy support or tighter efficiency requirements | https://www.miit.gov.cn/ |
-| National Energy Administration | Power and energy-policy change | https://www.nea.gov.cn/ |
-| Local government websites | Project commencement, completion, park support, energy approval | Use project所在地 official website |
+| Evidence | What to Track |
+| --- | --- |
+| Exchange disclosures | Project revision, financing, impairment, guarantees, shareholder actions |
+| Operator procurement portals | Bid wins, package changes, procurement pace |
+| MIIT | Policy support or tighter efficiency requirements |
+| National Energy Administration | Power and energy-policy change |
+| Local government websites | Project commencement, completion, park support, energy approval |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## High-Signal Indicators
 

package/selected-skills/china-stock-research-skills/skills/shared/references/asset-heavy-ramp-overlay.md

@@ -17,11 +17,13 @@ Use this overlay when fixed assets, construction in progress, utilization, and f
 
 ## Main Sources
 
-| Source | What It Validates | URL |
-| --- | --- | --- |
-| Annual and interim reports | Fixed assets, CIP, debt, capex, utilization-related disclosures | https://www.cninfo.com.cn/new/index |
-| Financing filings | Funding path, project economics, maturity schedule | https://www.cninfo.com.cn/new/index |
-| Industry and policy sources | Capacity logic, regulatory constraints, regional resource access | Use relevant ministry or local official website |
+| Evidence | What It Validates |
+| --- | --- |
+| Annual and interim reports | Fixed assets, CIP, debt, capex, utilization-related disclosures |
+| Financing filings | Funding path, project economics, maturity schedule |
+| Industry and policy sources | Capacity logic, regulatory constraints, regional resource access |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Output Reminder
 

package/selected-skills/china-stock-research-skills/skills/shared/references/business-model-transition-overlay.md

@@ -17,11 +17,13 @@ Use this overlay when a listed company is shifting from an old business model to
 
 ## Main Sources
 
-| Source | What It Validates | URL |
-| --- | --- | --- |
-| Prospectus and annual reports | Historical model, original use of proceeds, risk factors | https://www.cninfo.com.cn/new/index |
-| Interim and quarterly reports | Pace of segment migration and balance-sheet change | https://www.cninfo.com.cn/new/index |
-| Financing filings and board resolutions | Capital allocation and strategic commitments | https://www.cninfo.com.cn/new/index |
+| Evidence | What It Validates |
+| --- | --- |
+| Prospectus and annual reports | Historical model, original use of proceeds, risk factors |
+| Interim and quarterly reports | Pace of segment migration and balance-sheet change |
+| Financing filings and board resolutions | Capital allocation and strategic commitments |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Output Reminder
 

package/selected-skills/china-stock-research-skills/skills/shared/references/citation-standard.md

@@ -4,7 +4,7 @@ Every output must separate `Facts`, `Interpretation`, and `Open Questions`.
 
 ## Minimum Citation Unit
 
-- Every key sentence must carry at least one accessible source link.
+- Every key sentence must carry at least one source with provenance: venue, document name, date, and the section, page or accession the reader can re-find.
 - Every row in a critical table must carry a primary source.
 - Every numeric chart must list the source set below the chart.
 
@@ -13,13 +13,13 @@ Every output must separate `Facts`, `Interpretation`, and `Open Questions`.
 Use this format inline:
 
 ```text
-[来源: 机构或公司, 文档名, 日期, 链接, 页码/章节/公告编号]
+[来源: 机构或公司, 文档名, 日期, 页码/章节/公告编号, 链接（仅当检索返回了链接）]
 ```
 
 Example:
 
 ```text
-2025H1 IDC 业务收入占比达到 100%。[来源: 城地香江, 2025 年半年度报告, 2025-08-XX, https://www.cninfo.com.cn/, 第 X 节]
+2025H1 IDC 业务收入占比达到 100%。[来源: 城地香江, 2025 年半年度报告, 2025-08-XX, 第 X 节, 公告编号 XXXXXX]
 ```
 
 ## Evidence Tiers
@@ -41,8 +41,8 @@ Example:
 - Preserve the original unit, period, and accounting scope when quoting numbers.
 - Mark whether the figure is audited, reviewed, or unaudited when known.
 
-## Link Rules
+## Provenance rules
 
-- Use direct, accessible URLs whenever possible.
-- If a disclosure portal uses a searchable landing page instead of a stable document URL, cite both the portal and enough metadata to re-find the document.
-- Never cite a screenshot without the underlying public URL.
+- Cite what the retrieval returned. If it returned a document link, include it; if it returned a venue plus an accession number, that is enough to re-find the document and is preferred over a landing page.
+- A searchable portal landing page is not a citation on its own: pair it with the document name, date and accession or section.
+- Never cite a screenshot or an excerpt without the document it came from and enough metadata to re-find it.

package/selected-skills/china-stock-research-skills/skills/shared/references/consumer-channel-brand-overlay.md

@@ -17,12 +17,14 @@ Use this overlay when the stock depends on brand strength, channel health, same-
 
 ## Main Sources
 
-| Source | What It Validates | URL |
-| --- | --- | --- |
-| Company annual and interim reports | Channel structure, product mix, inventory, receivables, store count | https://www.cninfo.com.cn/new/index |
-| National Bureau of Statistics | Retail sales and category-level consumption trends | https://www.stats.gov.cn/ |
-| Ministry of Commerce | Consumption policy and circulation data | http://www.mofcom.gov.cn/ |
-| Company official channels and regulated disclosures | New products, pricing changes, distributor or store updates | Use issuer official website or exchange disclosure |
+| Evidence | What It Validates |
+| --- | --- |
+| Company annual and interim reports | Channel structure, product mix, inventory, receivables, store count |
+| National Bureau of Statistics | Retail sales and category-level consumption trends |
+| Ministry of Commerce | Consumption policy and circulation data |
+| Company official channels and regulated disclosures | New products, pricing changes, distributor or store updates |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Output Reminder
 

package/selected-skills/china-stock-research-skills/skills/shared/references/cyclical-price-driven-overlay.md

@@ -17,12 +17,14 @@ Use this overlay when earnings are driven mainly by selling-price cycles, input-
 
 ## Main Sources
 
-| Source | What It Validates | URL |
-| --- | --- | --- |
-| National Bureau of Statistics | Output, industry production, fixed-asset investment, downstream demand | https://www.stats.gov.cn/ |
-| National Development and Reform Commission | Policy, capacity, macro and industrial guidance | https://www.ndrc.gov.cn/ |
-| Ministry of Industry and Information Technology | Industry policy, production restrictions, sector trends | https://www.miit.gov.cn/ |
-| Company reports and announcements | Capacity, utilization, expansion, cost sensitivity, inventories | https://www.cninfo.com.cn/new/index |
+| Evidence | What It Validates |
+| --- | --- |
+| National Bureau of Statistics | Output, industry production, fixed-asset investment, downstream demand |
+| National Development and Reform Commission | Policy, capacity, macro and industrial guidance |
+| Ministry of Industry and Information Technology | Industry policy, production restrictions, sector trends |
+| Company reports and announcements | Capacity, utilization, expansion, cost sensitivity, inventories |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Output Reminder
 

package/selected-skills/china-stock-research-skills/skills/shared/references/export-manufacturing-supply-chain-overlay.md

@@ -17,12 +17,14 @@ Use this overlay when overseas demand, customer concentration, tariff exposure,
 
 ## Main Sources
 
-| Source | What It Validates | URL |
-| --- | --- | --- |
-| General Administration of Customs | Export and import data, destination trends | http://www.customs.gov.cn/ |
-| Ministry of Commerce | Trade policy, export conditions, tariff-related policy | http://www.mofcom.gov.cn/ |
-| State Administration of Foreign Exchange | FX context and policy | https://www.safe.gov.cn/ |
-| Company reports and announcements | Region mix, customer concentration, inventory, receivables, capacity | https://www.cninfo.com.cn/new/index |
+| Evidence | What It Validates |
+| --- | --- |
+| General Administration of Customs | Export and import data, destination trends |
+| Ministry of Commerce | Trade policy, export conditions, tariff-related policy |
+| State Administration of Foreign Exchange | FX context and policy |
+| Company reports and announcements | Region mix, customer concentration, inventory, receivables, capacity |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Output Reminder
 

package/selected-skills/china-stock-research-skills/skills/shared/references/idc-heavy-asset-transition-overlay.md

@@ -6,20 +6,22 @@ This overlay does not replace the 6 core skills. It only adds sector-specific ch
 
 ## Source Map
 
-| Source | What It Validates | URL |
-| --- | --- | --- |
-| CNInfo | Annual reports, interim reports, order announcements, financing, impairment, guarantees | https://www.cninfo.com.cn/new/index |
-| SSE listed company portal | Shanghai-listed company disclosures and company profile | https://www.sse.com.cn/assortment/stock/list/info/company/index.shtml |
-| SZSE disclosure portal | Shenzhen-listed company disclosures | https://www.szse.cn/disclosure/listed/fixed/index.html |
-| MIIT | Data-center, industrial internet, green data-center, energy-efficiency policy | https://www.miit.gov.cn/ |
-| NDRC | Macro and computing-infrastructure policy, including East Data West Compute policy context | https://www.ndrc.gov.cn/ |
-| National Energy Administration | Power-supply, energy, and grid-related policy context | https://www.nea.gov.cn/ |
-| National Bureau of Statistics | Regional demand, macro fixed-asset investment, digital-economy context | https://www.stats.gov.cn/ |
-| China Mobile procurement portal | Operator bidding, procurement, and project execution clues | https://b2b.10086.cn/ |
-| China Telecom procurement portal | Operator bidding and contract clues | https://caigou.chinatelecom.com.cn/ |
-| China Unicom procurement portal | Operator bidding and award clues | http://www.chinaunicombidding.cn/ |
-| Local development and reform commissions | Local approvals, land, energy quota, project progress | Use relevant provincial or city DRC website |
-| Local data-bureau or big-data authority sites | Project filings, local data-center policy, park-level support | Use relevant local authority website |
+| Evidence | What It Validates |
+| --- | --- |
+| CNInfo | Annual reports, interim reports, order announcements, financing, impairment, guarantees |
+| SSE listed company portal | Shanghai-listed company disclosures and company profile |
+| SZSE disclosure portal | Shenzhen-listed company disclosures |
+| MIIT | Data-center, industrial internet, green data-center, energy-efficiency policy |
+| NDRC | Macro and computing-infrastructure policy, including East Data West Compute policy context |
+| National Energy Administration | Power-supply, energy, and grid-related policy context |
+| National Bureau of Statistics | Regional demand, macro fixed-asset investment, digital-economy context |
+| China Mobile procurement portal | Operator bidding, procurement, and project execution clues |
+| China Telecom procurement portal | Operator bidding and contract clues |
+| China Unicom procurement portal | Operator bidding and award clues |
+| Local development and reform commissions | Local approvals, land, energy quota, project progress |
+| Local data-bureau or big-data authority sites | Project filings, local data-center policy, park-level support |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## When to Load
 

package/selected-skills/china-stock-research-skills/skills/shared/references/project-order-business-overlay.md

@@ -17,11 +17,13 @@ Use this overlay when a company's earnings depend heavily on contract wins, back
 
 ## Main Sources
 
-| Source | What It Validates | URL |
-| --- | --- | --- |
-| Exchange announcements | Signed contracts, revisions, cancellations, risk disclosures | https://www.cninfo.com.cn/new/index |
-| Customer procurement portals | Bid wins, package scope, project timing | Use customer official procurement portal |
-| Local government or official project websites | Commencement, approvals, completion, local support | Use relevant official website |
+| Evidence | What It Validates |
+| --- | --- |
+| Exchange announcements | Signed contracts, revisions, cancellations, risk disclosures |
+| Customer procurement portals | Bid wins, package scope, project timing |
+| Local government or official project websites | Commencement, approvals, completion, local support |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Output Reminder
 

package/selected-skills/china-stock-research-skills/skills/shared/references/regulated-healthcare-policy-overlay.md

@@ -17,12 +17,14 @@ Use this overlay when reimbursement, centralized procurement, approvals, product
 
 ## Main Sources
 
-| Source | What It Validates | URL |
-| --- | --- | --- |
-| National Medical Products Administration | Product approvals, registrations, regulatory process | https://www.nmpa.gov.cn/ |
-| National Healthcare Security Administration | Reimbursement, procurement, policy changes | http://www.nhsa.gov.cn/ |
-| National Health Commission | Healthcare-system policy and institutional changes | http://www.nhc.gov.cn/ |
-| Company reports and announcements | Product revenue mix, pipeline, commercialization timing | https://www.cninfo.com.cn/new/index |
+| Evidence | What It Validates |
+| --- | --- |
+| National Medical Products Administration | Product approvals, registrations, regulatory process |
+| National Healthcare Security Administration | Reimbursement, procurement, policy changes |
+| National Health Commission | Healthcare-system policy and institutional changes |
+| Company reports and announcements | Product revenue mix, pipeline, commercialization timing |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Output Reminder
 

package/selected-skills/china-stock-research-skills/skills/shared/references/source-registry.md

@@ -1,49 +1,47 @@
 # Source Registry
 
-Use this registry to prioritize public, accessible, and checkable sources.
-
-## Tier 1: Statutory Disclosures and Regulators
-
-| Source | What to Use It For | URL |
-| --- | --- | --- |
-| Juchao / CNInfo | Annual reports, interim reports, board resolutions, financing plans, risk disclosures | https://www.cninfo.com.cn/new/index |
-| SSE listed company portal | Main-board disclosures for Shanghai-listed issuers | https://www.sse.com.cn/assortment/stock/list/info/company/index.shtml |
-| SZSE disclosure portal | Shenzhen-listed issuer disclosures | https://www.szse.cn/disclosure/listed/fixed/index.html |
-| CSRC | Rules, penalties, policy changes, filing-related rules | https://www.csrc.gov.cn/ |
-| National Enterprise Credit Information | Legal entity status, shareholders, administrative filings | https://www.gsxt.gov.cn/index.html |
-
-## Tier 2: Ministries, Exchanges, Associations, and Public Procurement
-
-| Source | What to Use It For | URL |
-| --- | --- | --- |
-| MIIT | Industry policy, data center policy, industrial standards | https://www.miit.gov.cn/ |
-| National Bureau of Statistics | Macro indicators, industry production, regional data | https://www.stats.gov.cn/ |
-| CAPCO | Listed-company governance and market studies | https://www.capco.org.cn/ |
-| China Mobile procurement | Operator procurement and bid outcomes | https://b2b.10086.cn/ |
-| China Telecom procurement | Operator procurement and contract notices | https://caigou.chinatelecom.com.cn/ |
-| China Unicom procurement | Operator procurement and bid notices | http://www.chinaunicombidding.cn/ |
-
-## Tier 3: Company Channels and Supplementary Public Sources
-
-| Source | What to Use It For | URL |
-| --- | --- | --- |
-| Company IR site | Presentations, investor Q&A, event notices | Use issuer official website |
-| Exchange interactive Q&A | Investor questions and management replies, if publicly archived | Use exchange-linked issuer pages |
-| Government and park websites | Local project approvals, land, energy, industrial policy | Use local government official portals |
-| Industry media | Secondary context only, never sole support for a core conclusion | Use original article URL |
-
-## Mandatory Rules
-
-- Prefer Tier 1 for all core facts, numbers, contracts, financing, and governance items.
-- Use Tier 2 to validate market size, policy, procurement, and regional industry context.
-- Use Tier 3 only as supplementary context unless it reproduces an official source.
-- Keep every URL directly clickable.
-- If a source is behind login or is not publicly reachable, mark it as inaccessible and do not rely on it as the main proof.
-
-## Recommended Source Order by Topic
-
-- Company history and business mix: CNInfo -> annual report -> prospectus -> official website
-- Orders and projects: exchange announcement -> operator procurement portal -> local government/park website
-- Debt and financing: annual/interim report -> bond/convertible bond filing -> board resolution
-- Industry policy: MIIT -> NDRC or local government -> industry association
-- Macro and regional demand: National Bureau of Statistics -> province/city statistics bureau -> policy documents
+This registry describes the evidence types an A-share research answer can rely on and what each
+one can support. It names no retrieval route: every item is requested through the host data
+contract, and the retrieval role decides where it comes from.
+
+## Statutory disclosures and regulators
+
+| Evidence | What it can support |
+| --- | --- |
+| Exchange disclosure filing (annual, interim, quarterly, board resolution, financing plan) | Reported figures, contracts, financing terms, risk disclosures, governance items |
+| Regulator notice or penalty | Rules, enforcement history, filing obligations |
+| Enterprise credit registration | Legal entity status, shareholders, administrative filings |
+
+## Ministries, exchanges, associations and public procurement
+
+| Evidence | What it can support |
+| --- | --- |
+| Industry ministry policy | Industry policy, standards, project eligibility |
+| Statistics bureau release | Macro indicators, industry output, regional data |
+| Association study | Governance and market-structure context |
+| Operator procurement notice | Bid outcomes, package scope, procurement timing |
+
+## Company channels and supplementary public sources
+
+| Evidence | What it can support |
+| --- | --- |
+| Issuer IR material | Presentations, investor Q&A, event notices |
+| Exchange interactive Q&A | Investor questions and management replies, when archived |
+| Local government or park notice | Project approvals, land, energy, industrial policy |
+| Industry media | Secondary context only, never sole support for a core conclusion |
+
+## Rules
+
+- Core facts, numbers, contracts, financing and governance items need a statutory disclosure or a regulator notice.
+- Policy, market size, procurement and regional context can rest on a ministry, statistics or procurement source.
+- Company channels and media are supplementary unless they reproduce an official document.
+- Every item carries its provenance: venue, document name, document date, and the accession or link the retrieval returned. A source that cannot be recorded this way is not evidence.
+- If a source is behind a login or is not publicly reachable, mark it inaccessible and do not use it as the main proof.
+
+## What each question needs
+
+- Company history and business mix: annual report, then prospectus, then issuer material
+- Orders and projects: exchange announcement, then procurement notice, then local-government notice
+- Debt and financing: annual/interim report, then bond or convertible filing, then board resolution
+- Industry policy: ministry policy, then local policy, then association material
+- Macro and regional demand: national statistics, then provincial or city statistics, then policy documents

package/selected-skills/china-stock-research-skills/skills/strategy-business-transition/SKILL.md

@@ -5,6 +5,13 @@ description: Analyze an A-share company's strategy, business evolution, and tran
 
 # Strategy Business Transition
 
+## Evidence request
+
+通过宿主数据契约请求：披露文件（公告、年报或招股书，带回出处与文档日期）、行业数据（产量、价格、政策，注明来源与日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 Analyze how an A-share company moved from its old business model to its current one.
 
 ## Non-Negotiable Rules

package/selected-skills/china-stock-research-skills/skills/strategy-business-transition/references/idc-transition-markers.md

@@ -4,12 +4,14 @@ Use this guide when a company claims to be moving from legacy engineering or man
 
 ## Source Map
 
-| Source | What to Validate | URL |
-| --- | --- | --- |
-| Prospectus and annual report | Original business model, raised funds, asset base, risk factors | https://www.cninfo.com.cn/new/index |
-| Interim and quarterly reports | Whether segment mix and asset mix are actually changing | https://www.cninfo.com.cn/new/index |
-| Board resolutions and financing filings | Capital allocation and project commitment | https://www.cninfo.com.cn/new/index |
-| SSE / SZSE company disclosure portals | Official exchange-side retrieval path | https://www.sse.com.cn/assortment/stock/list/info/company/index.shtml |
+| Evidence | What to Validate |
+| --- | --- |
+| Prospectus and annual report | Original business model, raised funds, asset base, risk factors |
+| Interim and quarterly reports | Whether segment mix and asset mix are actually changing |
+| Board resolutions and financing filings | Capital allocation and project commitment |
+| SSE / SZSE company disclosure portals | Official exchange-side retrieval path |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Transition Markers
 

package/selected-skills/china-stock-research-skills/skills/valuation-investment-strategy/SKILL.md

@@ -5,6 +5,13 @@ description: Convert a source-backed A-share research view into valuation scenar
 
 # Valuation Investment Strategy
 
+## Evidence request
+
+通过宿主数据契约请求：财务报表（三表与附注，注明期间与 as-of）、行情序列（复权口径与 as-of）、同业可比数据（口径与期间一致）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 Build scenario-based valuation only after the factual base is complete.
 
 ## Non-Negotiable Rules

package/selected-skills/china-stock-research-skills/skills/valuation-investment-strategy/references/idc-valuation-overlays.md

@@ -4,12 +4,14 @@ Use this guide when valuing an IDC or AI-compute transition story.
 
 ## Source Map
 
-| Source | What It Supports | URL |
-| --- | --- | --- |
-| Company annual and interim reports | Asset base, capex, debt, segment mix, disclosed utilization | https://www.cninfo.com.cn/new/index |
-| Financing filings | Funding assumptions, project economics, dilution path | https://www.cninfo.com.cn/new/index |
-| Exchange disclosures of peers | Peer multiple context and business-model comparability | https://www.cninfo.com.cn/new/index |
-| MIIT / NDRC | Policy support that affects industry narrative and regional node logic | https://www.miit.gov.cn/ |
+| Evidence | What It Supports |
+| --- | --- |
+| Company annual and interim reports | Asset base, capex, debt, segment mix, disclosed utilization |
+| Financing filings | Funding assumptions, project economics, dilution path |
+| Exchange disclosures of peers | Peer multiple context and business-model comparability |
+| MIIT / NDRC | Policy support that affects industry narrative and regional node logic |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Method Hints
 

package/selected-skills/claude-for-financial-services-cn/UPSTREAM.md

@@ -184,3 +184,12 @@
   五档评级、目标价与仓位写法作为卖方流程的一部分原样收录，逐条标注为推演练习：收录它们只为让使用者看见
   卖方流程长什么样，**不构成投资建议**，也不得反向当作监管或会计规则。
   本文件与本仓的收录判断不构成对上游观点、也不构成对 `anthropics/claude-for-financial-services` 观点的背书。
+
+## 2026-10 收敛：仓内只保留 catalog 正文
+
+本仓不再保存上游全量快照。除 catalog 命中的 12 颗正文、LICENSE 与本文件之外，以下内容按 2026-10 政策**从仓里删除**（不是仅从包里排除）；重新按上面所钉 commit 覆盖快照时按本节过滤。
+
+- **非 catalog skill（176 颗）**：`agent-plugins/china-earnings-reviewer/skills/` 31 颗；`agent-plugins/china-market-researcher/skills/` 31 颗；`agent-plugins/china-model-builder/skills/` 31 颗；`agent-plugins/china-pitch-agent/skills/` 31 颗；`mcp-servers/` 1 颗；`vertical-plugins/china-finance/skills/` 19 颗；`vertical-plugins/fund-admin/skills/` 6 颗；`vertical-plugins/investment-banking/skills/` 10 颗；`vertical-plugins/operations/skills/` 2 颗；`vertical-plugins/private-equity/skills/` 9 颗；`vertical-plugins/wealth-management/skills/` 5 颗。逐颗名单可从所钉 commit 与该目录的差异还原。
+- **上游仓库材料**：`.claude-plugin`、`.codebuddy`、`.npmignore`、`CLAUDE.md`、`IFIND-INTEGRATION-PLAN.md`、`README.md`、`agent-plugins/china-earnings-reviewer`、`agent-plugins/china-market-researcher`、`agent-plugins/china-model-builder`、`agent-plugins/china-pitch-agent`、`managed-agent-cookbooks`、`mcp-servers`、`scripts`、`vertical-plugins/china-finance`、`vertical-plugins/fund-admin`、`vertical-plugins/investment-banking`、`vertical-plugins/operations`、`vertical-plugins/private-equity`、`vertical-plugins/wealth-management`。
+- **上游脚本与取数服务端（8 个文件）**：删除，连 git 都不留（执行面）。
+- 许可与署名不受影响：`LICENSE` 原件、所钉 commit 与作者信息仍在上面各节；公开许可只要求保留版权与许可声明。

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-break-trace/SKILL.md

@@ -11,7 +11,7 @@ description: Forensic financial analysis for A-share companies. Identifies discr
 
 Conduct **A股财务核查** — forensic analysis to identify potential issues in Chinese financial statements.
 
-## Data Sources
+## Evidence request
 
 Forensic work is only as good as the records behind it, and this step retrieves nothing itself: the plugin has one entry for data — the main agent delegating to the role that owns structured data or disclosure and web material — and it holds no data-service key here.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-catalyst-calendar/SKILL.md

@@ -11,7 +11,7 @@ description: Track upcoming catalysts for A-share coverage universe — earnings
 
 Build and maintain a **A股催化剂日历** tracking upcoming events that could materially impact stock prices within a coverage universe.
 
-## Data Sources
+## Evidence request
 
 A calendar is a list of dates and documents, and this plugin obtains none of them from inside this step: retrieval has exactly one entry — the main agent delegating it to the role that owns market data or web and disclosure material — and a calendar holds no data-service key and issues no query of its own.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-comps-analysis/SKILL.md

@@ -11,7 +11,7 @@ description: Comparable company analysis for A-share equities. Adapts the origin
 
 Build **A股可比公司分析** — peer group multiples comparison adapted for the Chinese equity market.
 
-## Data Sources
+## Evidence request
 
 This section says **what to ask the host's retrieval path for**. It is not a set of calls made from here: this plugin obtains data through exactly one entry — the main agent delegating it — and a comps sheet carries no data-service key and issues no interface call.
 
@@ -19,7 +19,7 @@ Hand over a brief naming the peer tickers, the fields, and one shared as-of date
 
 - Trading multiples inputs per name: 最新价, PE / PB / PS, 市值, 股本
 - Financials per name: revenue and 归母净利润 for the LTM window, 资产负债表 for book value and 有息负债, plus the 折旧摊销 needed for EBITDA
-- Peer universe: the industry constituents for the 东方财富 category being used
+- Peer universe: the industry constituents for the classification the host returns
 - Filings: the 定期报告 behind any figure that has to be checked against the disclosure rather than a screen
 
 In a host that splits roles, delegate that brief rather than searching from this step, then build the table from what comes back. A peer whose figures did not come back stays out of the median — it is not filled in with a remembered multiple.
@@ -32,7 +32,7 @@ In a host that splits roles, delegate that brief rather than searching from this
 
 | Criterion | China Context |
 |-----------|---------------|
-| Industry | Same 东方财富 industry category |
+| Industry | Same industry classification the host returned |
 | Market cap | ±3x of subject company |
 | Revenue | ±2x of subject company |
 | Growth | Similar revenue growth profile |

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-dcf/SKILL.md

@@ -7,7 +7,7 @@ description: DCF valuation model for A-share stocks on Chinese financial stateme
 
 > 本文件相对上游 `d7585ca` 快照做过合规改写（取数与凭据口径），逐条记在快照根目录的 UPSTREAM.md；方法论、阈值与输出模板未改。
 
-## Data Sources
+## Evidence request
 
 A DCF is only as honest as the numbers handed to it, and this plugin has exactly one way to obtain numbers: the main agent delegates retrieval to the role that owns it. Nothing here calls a data interface, holds a key, or runs code.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-earnings-analysis/SKILL.md

@@ -11,7 +11,7 @@ description: Post-earnings quarterly update reports for A-share companies under
 
 Create professional **A股季度/年度业绩点评报告**, analyzing results for companies already under coverage. Follow Chinese sell-side research standards (中金、中信、华泰 format).
 
-## Data Sources
+## Evidence request
 
 Everything listed below is a **brief to hand to the host's retrieval path**, not a step this report performs. This plugin has exactly one way to obtain data — the main agent delegates it — and from here it calls no data interface and holds no key.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-earnings-preview/SKILL.md

@@ -11,7 +11,7 @@ description: Pre-earnings analysis for A-share stocks. Builds scenario framework
 
 Build **A股季报/年报前瞻分析**, preparing for company earnings releases with scenario frameworks and key metrics to watch.
 
-## Data Sources
+## Evidence request
 
 This section is a **brief to hand to the host's retrieval path**, not a set of calls made from here. This plugin has exactly one way to obtain data — the main agent delegates it — and it holds no data-service key and calls no data interface from inside a preview.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-idea-generation/SKILL.md

@@ -11,7 +11,7 @@ description: Systematic stock screening and investment idea sourcing for A-share
 
 Systematically surface new **A股投资机会** through quantitative screens, thematic analysis, and pattern recognition.
 
-## Data Sources
+## Evidence request
 
 A screen is a set of conditions applied to numbers somebody else handed back, and this step retrieves none of them: the plugin has one retrieval entry — the main agent delegating to the role that owns structured data or web and disclosure material — and it holds no data-service key and runs no query from here.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-initiating-coverage/SKILL.md

@@ -11,7 +11,7 @@ description: Institutional-quality equity research initiation reports for A-shar
 
 Create institutional-quality **A股首次覆盖研究报告**, following Chinese sell-side research standards.
 
-## Data Sources
+## Evidence request
 
 An initiation report is assembled from material this step does not fetch. The plugin has one retrieval entry — the main agent delegating to the role that owns structured data or disclosure and web material — and it holds no data-service key and issues no query from here.
 
@@ -91,7 +91,7 @@ Build a financial model (refer to `china-3-statement-model` skill):
    - CNY denominated
 
 2. **Comparable companies** (refer to `china-comps` skill)
-   - Peer set from same 东方财富 industry
+   - Peer set from the industry classification the host returned
    - PE, PB, PS, EV/EBITDA multiples
    - Regression analysis if >5 peers
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-morning-note/SKILL.md

@@ -11,7 +11,7 @@ description: Daily morning research note for A-share markets. Summarizes overnig
 
 Draft concise **A股晨会纪要/每日策略**, summarizing overnight developments and pre-market sentiment for the Chinese equity market. Designed for the typical Chinese sell-side 晨会 format (typically 7:00-8:30 AM before market open).
 
-## Data Sources
+## Evidence request
 
 A morning note is assembled before the open from material this step does not fetch: the plugin has one retrieval entry — the main agent delegating it to the role that owns market data or web and disclosure material — and this note holds no data-service key and issues no query of its own.