@v587d/capital-generation 2.10.2 → 2.11.1

package/selected-skills/README.md

@@ -6,23 +6,29 @@ automatically, and after the user explicitly enables it in the plugin settings c
 it is visible only to the Capital role(s) declared in `routing.js` (main Agent,
 data analysis, or retrieval/evidence).
 
-The runtime catalog, display tags and provenance live in [`catalog.js`](./catalog.js); role ownership and trigger text live in [`routing.js`](./routing.js). The human-readable 68-row review table is [`ROUTING.md`](./ROUTING.md). Actual loads are recorded programmatically by the role-scoped provider (`skills_used` in the role prompt, `npm run report:skill-usage` for the session-log audit). The
+The runtime catalog, display tags and provenance live in [`catalog.js`](./catalog.js); role ownership and trigger text live in [`routing.js`](./routing.js). The human-readable 70-row review table is [`ROUTING.md`](./ROUTING.md). Actual loads are recorded programmatically by the role-scoped provider (`skills_used` in the role prompt, `npm run report:skill-usage` for the session-log audit). The
 catalog is intentionally broader than any default composition. A candidate may be
 selectable while still carrying a `watchlist` status; that status is a visible signal
 for the user to review the source and decide whether it fits the task.
 
 ## Layout
 
-- `<project>/<skills root>/`: upstream skill files, preserved at a pinned commit. The root
-  is not always `skills/` — it is declared per repository in `SELECTED_SKILL_SKILL_DIRS`
+- `<project>/<skills root>/`: the selectable skill bodies, preserved at a pinned commit. The
+  root is not always `skills/` — it is declared per repository in `SELECTED_SKILL_SKILL_DIRS`
   (`catalog.js`), because upstreams lay skills out differently: one buries them under a
   plugin directory, one groups them two levels deep, and the A-share snapshot has six
   parallel roots, of which exactly one is registered (the line upstream itself calls the
-  source of truth). The newest snapshot needed none of these — its 48 skills sit flat under
-  `skills/`, each frontmatter `name` already matching its directory, and no prose links
-  outside its own folder. Everything else in the snapshot stays unregistered material.
+  source of truth). Only the bodies in `catalog.js` are kept: everything else the upstream
+  shipped — other skills, scripts, MCP servers, evaluation fixtures, docs, sites, CI — was
+  deleted from this repository, not merely excluded from the package. The one exception is
+  `china-stock-research-skills/skills/shared/`, whose reference files the six A-share skills
+  link to directly.
+- `reference-algorithms/`: pure formula implementations moved out of the runtime tree
+  (43 finance `calculate.py` files plus the trading `_lib/calculations.py`). Git-only, never
+  packaged, never executed and never pointed at by a skill body; `README.md` there is the
+  index. They exist as upgrade material for a future computation surface, nothing else.
 - `<project>/UPSTREAM.md`: repository URL, owner, commit, license, runtime scope,
-  maintenance notes, and local changes.
+  maintenance notes, local changes, and the deletion record for everything not kept.
 - `<project>/LICENSE`: original upstream license.
 - `catalog.js`: Capital-owned stable keys, labels, capability tags, and maturity notes.
 
@@ -42,18 +48,21 @@ cadence, scores, benchmark results, and community response guide the status and
 interval; they do not by themselves hide a candidate from the user during this phase.
 The Owner actively looks for useful projects and welcomes pull requests.
 
-This does not grant upstream code new permissions. Upstream scripts are retained as
-source material and are never executed by intake or activation. The Capital provider
-scans only catalog-approved skill directories, registers only explicitly enabled names,
-and does not register the upstream orchestrator that conflicts with Capital routing.
+This does not grant upstream code new permissions. The runtime tree carries Markdown only:
+no scripts, no MCP servers, no evaluation fixtures, no non-catalog skills. Pure formula
+implementations live in `reference-algorithms/`, are never packaged, and are never executed.
+The Capital provider scans only catalog-approved skill directories and registers only
+explicitly enabled names.
 
 Upstream prose **is** edited when it fails the intake checklist — a skill that tells the
-analysis role to run its own web search, to proceed on "training-data estimates", or to
-invoke a helper script would otherwise route around this plugin's data boundaries with no
-tool to stop it. Every such rewrite is mechanical, scoped to catalog-exposed skills, and
-listed per category in that snapshot's `UPSTREAM.md`; `test/selected-skills-content.test.mjs`
-re-checks the result on every run. Do not touch prose for taste, do not rename directories,
-and leave skills that are not in the catalog exactly as upstream wrote them.
+analysis role to run its own web search, to pick a data vendor, to invoke a helper script, or
+to proceed on "training-data estimates" would otherwise route around this plugin's data
+boundaries with no tool to stop it. Where data comes from is stated once, in the
+`capital:data-contract` role-prompt section; each skill only declares what evidence it needs
+(`## Evidence request`) and leaves the retrieval route to the host. Every rewrite is
+mechanical, listed per category in that snapshot's `UPSTREAM.md`, and re-checked by
+`test/selected-skills-content.test.mjs` and `test/selected-skills-structure.test.mjs` on every run.
+Do not touch prose for taste and do not rename directories.
 
 The full checklist lives in `docs/dev/selected-skills.md` §8.6. If a local adaptation is
 required, record it in `UPSTREAM.md`. These are vendored snapshots, not GitHub forks or

package/selected-skills/ROUTING.md

@@ -1,4 +1,4 @@
-# 精选 Skill 路由规划表（68 颗，review 用）
+# 精选 Skill 路由规划表（70 颗，review 用）
 
 > 本表由 `selected-skills/routing.js` 生成，不是第二份真相；角色/触发条件改动以 `routing.js` 为准。
 > 生成规则：`market` 取 catalog 的 A 股/美股标签（都没有则为 global）；`stage`、`methods`、`requires`、
@@ -10,11 +10,11 @@
 
 | 角色 | primaryRole | roles 成员（含多角色） |
 |---|---:|---:|
-| 主 Agent | 29 | 37 |
+| 主 Agent | 31 | 39 |
 | 数据分析 | 36 | 40 |
 | 检索与取证 | 3 | 8 |
 
-## 68 颗
+## 70 颗
 
 | # | name | 中文名 | 角色（primary 在前） | primaryRole | stage | methods | market | 触发条件（zh） | canonicalFor | overlaps 数 |
 |---:|---|---|---|---|---|---|---|---|---|---:|
@@ -86,3 +86,5 @@
 | 66 | `banking-compliance` | 银行资本与流动性指标 | 数据分析 | 数据分析 | research | risk / financial-health | global | 当用户要看银行资本与流动性指标：CET1、RWA、杠杆率、LCR / NSFR 与压力形状时使用；关键词：银行资本、CET1、RWA、LCR、NSFR。 | — | 0 |
 | 67 | `forensic-accounting` | 账务异常与数字分布排查 | 数据分析 | 数据分析 | review | accounting / evidence | global | 当用户要用 Benford、整数重复金额、资金循环与供应商关联方重合作取证式排查时使用；关键词：取证会计、Benford、资金循环、关联方。 | — | 6 |
 | 68 | `cross-market-listing-choice` | 跨市场选线（A/H · ADR/HK） | 主 Agent / 数据分析 | 主 Agent | review | portfolio / tax / risk | a-share / us-stock | 当同一家公司有 A/H、ADR/港股多条上市线，用户要选一条持有、加仓或观察时使用；关键词：A/H 溢价、ADR、选线、汇率、股息税。 | — | 0 |
+| 69 | `macro-event-analysis` | 宏观事件梳理 | 主 Agent | 主 Agent | pre-event | macro / risk | us-stock | 当用户要在未来一到两周的宏观事件里挑出真正影响决策的几项，并看清它们通过利率、汇率、商品与风险偏好传导到持仓时使用；关键词：宏观事件、事件风险、传导、时间窗。 | global/pre-event/macro | 2 |
+| 70 | `market-regime-analysis` | 市场环境判定 | 主 Agent | 主 Agent | monitoring | technical / risk | us-stock | 当用户要按趋势、波动率、广度与事件背景判定当前市场环境，并据此选择趋势跟随、均值回归还是防御时使用；关键词：市场环境、趋势、波动率、广度。 | global/monitoring/regime | 1 |

package/selected-skills/catalog.js

@@ -924,6 +924,44 @@ export const SELECTED_SKILL_CATALOG = Object.freeze([
       en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. The hold / trim / tighten / exit call is a method exercise: this plugin holds no broker interface and executes nothing for you. When the original plan or position detail is missing it reviews provisionally and names the gap instead of inventing a tidy prior plan. Options, extended hours and execution constraints follow US / offshore conventions — A-share T+1, daily price limits and the call auction have no counterpart in the text.',
     },
   },
+  {
+    key: 'macroEventAnalysis',
+    name: 'macro-event-analysis',
+    label: { zh: '宏观事件梳理', en: 'Macro Event Analysis' },
+    description: {
+      zh: '把未来一到两周的宏观事件排成决策相关的清单：按市场敏感度、意外空间、传导速度与时间压力排序，再落到利率、汇率、商品与风险偏好的传导路径。',
+      en: 'Turns the next one to two weeks of macro events into a decision-relevant slate, ranked by market sensitivity, surprise capacity, transmission speed and timing pressure, then mapped to rates, FX, commodities and risk appetite.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'macro', 'monitoring', 'us-stock'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。它排的是事件风险与传导路径，不预测单次数据的方向，也不构成买卖建议；日历缺失时按缺口如实列出，不补一致预期。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. It ranks event risk and transmission channels, does not predict the direction of a release, and is not investment advice. Missing calendar rows stay missing rather than being filled from memory.',
+    },
+  },
+  {
+    key: 'marketRegimeAnalysis',
+    name: 'market-regime-analysis',
+    label: { zh: '市场环境判定', en: 'Market Regime Analysis' },
+    description: {
+      zh: '按趋势、波动率、广度与事件背景四个锚点保守地判定当前市场环境（健康趋势 / 脆弱趋势 / 过渡 / 防御），并说明哪些证据会推翻这个判定。',
+      en: 'Classifies the current market environment conservatively across trend, volatility, breadth and event backdrop (healthy trend, fragile trend, transition, defensive), and states what evidence would overturn the call.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'technicals', 'risk', 'us-stock'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。它给的是战术默认值与失效条件，不预测收益、不给置信度百分比，也不代替具体标的的交易计划。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. It gives tactical defaults and invalidation conditions — no return forecast, no confidence percentages, and no substitute for instrument-level trade planning.',
+    },
+  },
   {
     key: 'chinaEarningsAnalysis',
     name: 'china-earnings-analysis',

package/selected-skills/china-stock-research-skills/UPSTREAM.md

@@ -10,3 +10,11 @@
 - Maintenance snapshot (checked 2026-10-08): latest commit 2026-03-09; no commits in the trailing 90 days; no later release was verified. See [GitHub commit history](https://github.com/spikeHongg/china-stock-research-skills/commits/main/).
 - Runtime status: `watchlist` / explicit experiment. The snapshot is retained for provenance and can be selected skill-by-skill by the user, but every toggle is off by default. The upstream orchestrator remains excluded because it conflicts with Capital's routing contract.
 - Review status: imported for comparison and user-directed experiments; not endorsed as a financial methodology. Review source quality, conflicts, omissions, and incremental value before relying on any module.
+
+## 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 6 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（1 颗）**：`china-stock-research-orchestrator`。
+- **上游仓库材料**：`.github`、`.npmignore`、`CHANGELOG.md`、`CONTRIBUTING.md`、`GITHUB_PUBLISHING.md`、`INSTALL.md`、`PUBLISH_CHECKLIST.md`、`README.en.md`、`README.md`、`RELEASE_ASSETS.md`、`ROADMAP.md`、`SKILLS.md`、`examples`。
+- 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/china-stock-research-skills/skills/business-decomposition-order-quality/SKILL.md

@@ -5,6 +5,13 @@ description: Break down an A-share company's business model into segments, custo
 
 # Business Decomposition Order Quality
 
+## 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`。
+
+
 Dissect the company's growth engine and test the quality of its orders.
 
 ## Non-Negotiable Rules

package/selected-skills/china-stock-research-skills/skills/business-decomposition-order-quality/references/idc-order-ledger-guide.md

@@ -2,15 +2,17 @@
 
 Use this guide for IDC, AI-compute, operator, and heavy-project names.
 
-## Source Priority
-
-| Source | What to Pull | URL |
-| --- | --- | --- |
-| Exchange announcement | Signed contract, project revision, related-party disclosure, risk note | https://www.cninfo.com.cn/new/index |
-| China Mobile procurement | Bid winner, project package, procurement timeline | https://b2b.10086.cn/ |
-| China Telecom procurement | Bid outcome, package scope, timeline | https://caigou.chinatelecom.com.cn/ |
-| China Unicom procurement | Bid outcome, package scope, timeline | http://www.chinaunicombidding.cn/ |
-| Local government / park site | Land, approval, power support, commencement, completion | Use project所在地 official website |
+## Evidence to request
+
+| Evidence | What to Pull |
+| --- | --- |
+| Exchange announcement | Signed contract, project revision, related-party disclosure, risk note |
+| China Mobile procurement | Bid winner, project package, procurement timeline |
+| China Telecom procurement | Bid outcome, package scope, timeline |
+| China Unicom procurement | Bid outcome, package scope, timeline |
+| Local government / park site | Land, approval, power support, commencement, completion |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## What to Record
 

package/selected-skills/china-stock-research-skills/skills/financial-health/SKILL.md

@@ -5,6 +5,13 @@ description: Evaluate the financial health of an A-share company through earning
 
 # Financial Health
 
+## 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）。
+
+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`。
+
+
 Diagnose whether the company's accounting profit is supported by real cash and a resilient balance sheet.
 
 ## Non-Negotiable Rules

package/selected-skills/china-stock-research-skills/skills/financial-health/references/idc-balance-sheet-stress-guide.md

@@ -2,14 +2,16 @@
 
 Use this guide when the company is building or buying heavy assets before full monetization.
 
-## Source Priority
-
-| Source | What to Validate | URL |
-| --- | --- | --- |
-| Annual and interim reports | Fixed assets, CIP, debt, receivables, contract assets, guarantees | https://www.cninfo.com.cn/new/index |
-| Financing filings | Placement, convertible bond, bank loan, project-fund use | https://www.cninfo.com.cn/new/index |
-| Exchange inquiries and replies | Accounting quality, project economics, impairment rationale | https://www.cninfo.com.cn/new/index |
-| Official company disclosure portal | Supplemental investor materials | Use issuer official investor-relations page |
+## Evidence to request
+
+| Evidence | What to Validate |
+| --- | --- |
+| Annual and interim reports | Fixed assets, CIP, debt, receivables, contract assets, guarantees |
+| Financing filings | Placement, convertible bond, bank loan, project-fund use |
+| Exchange inquiries and replies | Accounting quality, project economics, impairment rationale |
+| Official company disclosure portal | Supplemental investor materials |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Pressure Points
 

package/selected-skills/china-stock-research-skills/skills/industry-competition-moat/SKILL.md

@@ -5,6 +5,13 @@ description: Analyze the industry structure, competition, supply-demand balance,
 
 # Industry Competition Moat
 
+## Evidence request
+
+通过宿主数据契约请求：行业数据（产量、价格、政策，注明来源与日期）、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`。
+
+
 Place the company inside its real industry structure and test whether it has defensible economics.
 
 ## Non-Negotiable Rules

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