@v587d/capital-generation 2.6.5 → 2.7.1

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

@@ -0,0 +1,165 @@
+# 发布执行清单 / Publish Checklist
+
+[中文](#中文) | [English](#english)
+
+## 中文
+
+这份文件是实际发布时可以按顺序执行的 checklist。
+
+## 一、本地仓库准备
+
+1. 确认当前目录文件齐全：`README.md`、`INSTALL.md`、`SKILLS.md`、`CONTRIBUTING.md`、`ROADMAP.md`、`CHANGELOG.md`、`GITHUB_PUBLISHING.md`、`RELEASE_ASSETS.md`
+2. 检查 skills 是否可发现：
+
+```bash
+bunx skills add . --list
+```
+
+3. 如果还没有初始化 git：
+
+```bash
+git init
+git add .
+git commit -m "add initial China stock research skills pack"
+```
+
+## 二、创建 GitHub 仓库
+
+1. 在 GitHub 创建新仓库
+2. 仓库名建议使用：`china-stock-research-skills`
+3. 在仓库设置中填写：
+   - Description：使用 `RELEASE_ASSETS.md` 中的 About 文案
+   - Topics：使用 `RELEASE_ASSETS.md` 中的 topics 建议
+
+## 三、推送代码
+
+假设远程仓库地址为 `<your-remote-url>`：
+
+```bash
+git remote add origin <your-remote-url>
+git branch -M main
+git push -u origin main
+```
+
+## 四、创建首个版本
+
+1. 创建 tag：
+
+```bash
+git tag v0.1.0
+git push origin v0.1.0
+```
+
+2. 到 GitHub Release 页面新建 release
+3. 标题建议：`v0.1.0 - 首个开源版本`
+4. 正文直接复制 `RELEASE_ASSETS.md` 中的中文 release 正文
+
+## 五、发布后验证
+
+在一个新的目录中测试远程安装：
+
+```bash
+mkdir -p /tmp/a-share-skills-test && cd /tmp/a-share-skills-test
+bunx skills add <owner>/<repo> --list
+
+发布当前仓库时，对应命令是：
+
+```bash
+bunx skills add spikeHongg/china-stock-research-skills --list
+```
+```
+
+确认能看到全部 7 个 skills。
+
+然后再测试一次使用入口：
+
+```text
+使用 china-stock-research-orchestrator skill 分析这家 A 股公司，识别主要分析模式，选择需要调用的模块，并默认使用中文输出。
+```
+
+## 六、建议的首批维护动作
+
+1. 创建并 pin 两个 issues，可直接使用 `RELEASE_ASSETS.md` 中的标题与正文
+2. 关注外部用户对安装流程与 examples 的反馈
+3. 若发现远程安装说明不够清晰，优先更新 `INSTALL.md`
+
+## English
+
+This file is a step-by-step execution checklist for the actual GitHub launch.
+
+## 1. Prepare the Local Repository
+
+1. Confirm the key files are present: `README.md`, `INSTALL.md`, `SKILLS.md`, `CONTRIBUTING.md`, `ROADMAP.md`, `CHANGELOG.md`, `GITHUB_PUBLISHING.md`, `RELEASE_ASSETS.md`
+2. Check that the skills are discoverable:
+
+```bash
+bunx skills add . --list
+```
+
+3. If git is not initialized yet:
+
+```bash
+git init
+git add .
+git commit -m "add initial China stock research skills pack"
+```
+
+## 2. Create the GitHub Repository
+
+1. Create a new repository on GitHub
+2. Recommended name: `china-stock-research-skills`
+3. In GitHub settings, fill in:
+   - Description: use the About text from `RELEASE_ASSETS.md`
+   - Topics: use the suggested topics from `RELEASE_ASSETS.md`
+
+## 3. Push the Code
+
+Assuming the remote URL is `<your-remote-url>`:
+
+```bash
+git remote add origin <your-remote-url>
+git branch -M main
+git push -u origin main
+```
+
+## 4. Create the First Release
+
+1. Create the tag:
+
+```bash
+git tag v0.1.0
+git push origin v0.1.0
+```
+
+2. Open the GitHub Releases page and create a release
+3. Suggested title: `v0.1.0 - Initial open-source release`
+4. Paste the release body from `RELEASE_ASSETS.md`
+
+## 5. Post-Publish Verification
+
+In a fresh directory, test remote install:
+
+```bash
+mkdir -p /tmp/a-share-skills-test && cd /tmp/a-share-skills-test
+bunx skills add <owner>/<repo> --list
+
+For this repository, the concrete command is:
+
+```bash
+bunx skills add spikeHongg/china-stock-research-skills --list
+```
+```
+
+Confirm that all 7 skills are visible.
+
+Then test the entry prompt:
+
+```text
+Use the china-stock-research-orchestrator skill to analyze this A-share company, identify the main analysis patterns, select the required modules, and default all outputs to Simplified Chinese.
+```
+
+## 6. Suggested First Maintenance Steps
+
+1. Create and pin the two issues suggested in `RELEASE_ASSETS.md`
+2. Watch for feedback on the install flow and examples
+3. If remote install instructions cause confusion, update `INSTALL.md` first

package/selected-skills/china-stock-research-skills/README.en.md

@@ -0,0 +1,209 @@
+# China Stock Research Skills
+
+[简体中文](README.md)
+
+[![License: MIT](https://img.shields.io/badge/License-MIT-green.svg)](LICENSE)
+[![GitHub release](https://img.shields.io/github/v/release/spikeHongg/china-stock-research-skills)](https://github.com/spikeHongg/china-stock-research-skills/releases)
+[![GitHub stars](https://img.shields.io/github/stars/spikeHongg/china-stock-research-skills?style=social)](https://github.com/spikeHongg/china-stock-research-skills)
+[![GitHub forks](https://img.shields.io/github/forks/spikeHongg/china-stock-research-skills?style=social)](https://github.com/spikeHongg/china-stock-research-skills/forks)
+
+Turn a vague prompt like `analyze this stock` into a structured, source-backed, Chinese-first workflow for China stock and A-share research.
+
+This is an open-source agent skills system for China stock research, especially natural for A-share workflows built on public information and Simplified Chinese outputs by default. It is suitable for fundamentals, business analysis, risk monitoring, and valuation framing, but not for real-time market data, automated trading, or proprietary database workflows.
+
+## At A Glance
+
+- `Route first` - identify the research pattern before choosing modules
+- `Evidence first` - key facts must carry accessible source links
+- `Chinese first` - intermediate and final outputs default to Simplified Chinese
+
+## What You Get
+
+- One parent orchestrator: `china-stock-research-orchestrator`
+- Six composable core research modules
+- Shared citation standards, pattern overlays, and templates
+- A reusable framework built for public-information workflows
+
+## What It Is
+
+- A modular skills pack for China stock research, especially A-share workflows
+- A parent orchestrator that identifies analysis patterns and routes the workflow
+- Six core modules covering strategy, business quality, financial health, competition, monitoring, and valuation
+- Shared standards for sources, citations, output structure, analysis patterns, and overlays
+
+## Who It Is For
+
+- Equity researchers working from public disclosures
+- Investors building structured stock research workflows
+- Agent users who want reproducible, citation-first company analysis
+
+## Not For
+
+- Real-time quote systems or tick-level trading
+- Fully automated investment advice
+- Closed-data workflows that depend on paid terminals or private datasets
+
+## Quick Start
+
+Install the skills, then start with the orchestrator. If you only read three lines, this is enough.
+
+Copy-paste remote install command:
+
+```bash
+bunx skills add spikeHongg/china-stock-research-skills
+```
+
+The placeholder form `bunx skills add <owner>/<repo>` is also correct, but it is less friendly for first-time visitors than a copy-ready example.
+
+Then use this prompt directly:
+
+```text
+Use the china-stock-research-orchestrator skill to analyze this China-listed company, identify the main analysis patterns, choose the required modules, and return a source-backed research framework. Default all intermediate and final outputs to Simplified Chinese.
+```
+
+For local development:
+
+```bash
+bunx skills add . --list
+```
+
+See `INSTALL.md` for install details.
+
+## Language Behavior
+
+- `README.md` is the default Simplified Chinese README
+- `README.en.md` provides the English version
+- All intermediate and final workflow outputs default to Simplified Chinese
+- English output should be used only when the user explicitly asks for it
+- English technical terms and source titles may be preserved when needed for accuracy and retrieval
+
+See `skills/shared/references/language-output-standard.md`.
+
+## Skill Map
+
+This repository includes 7 skills:
+
+1. `china-stock-research-orchestrator`
+2. `strategy-business-transition`
+3. `business-decomposition-order-quality`
+4. `financial-health`
+5. `industry-competition-moat`
+6. `risk-warning-catalysts`
+7. `valuation-investment-strategy`
+
+See `SKILLS.md` for the full index.
+
+## How It Works
+
+Start with the parent skill:
+
+1. `china-stock-research-orchestrator`
+
+It will:
+
+- identify the company's main analysis patterns
+- decide which core modules are required
+- load optional overlays only when needed
+- merge outputs into one evidence-layered framework
+
+Default full-flow module order:
+
+1. `strategy-business-transition`
+2. `business-decomposition-order-quality`
+3. `financial-health`
+4. `industry-competition-moat`
+5. `risk-warning-catalysts`
+6. `valuation-investment-strategy`
+
+## Design Principles
+
+- `Evidence first` - every key fact should carry an accessible source link
+- `Layered output` - always separate `Facts`, `Interpretation`, and `Open Questions`
+- `Official sources first` - disclosures and regulators outrank media summaries
+- `Patterns over sectors` - start from reusable analysis patterns, then add sector overlays if needed
+- `Composable modules` - the orchestrator routes work but does not replace specialist modules
+
+## Search Keywords
+
+- China stock research
+- A-share research
+- Chinese stock analysis
+- equity research skills
+- A股 research
+
+## Shared Standards
+
+Read these shared references before using any module:
+
+- `skills/shared/references/source-registry.md`
+- `skills/shared/references/citation-standard.md`
+- `skills/shared/references/company-disclosure-map.md`
+- `skills/shared/references/research-output-template.md`
+- `skills/shared/references/analysis-pattern-selector.md`
+- `skills/shared/references/language-output-standard.md`
+
+Common optional overlays include:
+
+- `skills/shared/references/business-model-transition-overlay.md`
+- `skills/shared/references/project-order-business-overlay.md`
+- `skills/shared/references/asset-heavy-ramp-overlay.md`
+- `skills/shared/references/cyclical-price-driven-overlay.md`
+- `skills/shared/references/consumer-channel-brand-overlay.md`
+- `skills/shared/references/regulated-healthcare-policy-overlay.md`
+- `skills/shared/references/export-manufacturing-supply-chain-overlay.md`
+
+Other overlays and templates can be explored directly under `skills/shared/references/` and `skills/shared/templates/`.
+
+## Repository Layout
+
+```text
+skills/
+  china-stock-research-orchestrator/
+  shared/
+    references/
+    templates/
+  strategy-business-transition/
+  business-decomposition-order-quality/
+  financial-health/
+  industry-competition-moat/
+  risk-warning-catalysts/
+  valuation-investment-strategy/
+examples/
+```
+
+## Example Prompts
+
+- `Use the china-stock-research-orchestrator skill to decide how this China-listed company should be analyzed and which modules to run.`
+- `Use the financial-health skill to diagnose why revenue growth is not converting into profit and cash flow.`
+- `Use the industry-competition-moat skill to analyze whether this cyclical materials company is benefiting from a true moat or just a price cycle.`
+- `Use the risk-warning-catalysts skill with the healthcare overlay to build a monitoring dashboard for policy, approval, and reimbursement changes.`
+
+See `examples/quickstart-prompts.md` and `examples/full-report-flow.md` for copy-paste examples.
+
+## Limitations
+
+- This repository depends on public, accessible information
+- It does not guarantee correctness if source documents are incomplete, changed, or unavailable
+- It does not replace reading original filings
+- It is not investment advice
+- Industry overlays are still expanding
+
+## Contributing
+
+Contributions are welcome. Start with `CONTRIBUTING.md`.
+
+## Roadmap
+
+See `ROADMAP.md`.
+
+## Changelog
+
+See `CHANGELOG.md`.
+
+## Publishing
+
+See `GITHUB_PUBLISHING.md`, `RELEASE_ASSETS.md`, and `PUBLISH_CHECKLIST.md` for publishing and maintenance support.
+
+## License
+
+MIT. See `LICENSE`.

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

@@ -0,0 +1,209 @@
+# China Stock Research Skills
+
+[English](README.en.md)
+
+[![License: MIT](https://img.shields.io/badge/License-MIT-green.svg)](LICENSE)
+[![GitHub release](https://img.shields.io/github/v/release/spikeHongg/china-stock-research-skills)](https://github.com/spikeHongg/china-stock-research-skills/releases)
+[![GitHub stars](https://img.shields.io/github/stars/spikeHongg/china-stock-research-skills?style=social)](https://github.com/spikeHongg/china-stock-research-skills)
+[![GitHub forks](https://img.shields.io/github/forks/spikeHongg/china-stock-research-skills?style=social)](https://github.com/spikeHongg/china-stock-research-skills/forks)
+
+把一句模糊的 `分析这只股票`，变成一套结构化、可引用、默认中文输出的中国股票 / A股研究工作流。
+
+这是一个面向中国股票研究的开源 agent skills 系统，尤其适合 A股 / A-share 语境下基于公开信息的中文研究流程。它适用于基本面、业务面、风险与估值分析，不适用于实时行情、自动交易或依赖私有数据库的工作流。
+
+## 一句话看懂
+
+- `先路由`：先判断股票属于哪类研究问题，再决定该跑哪些模块
+- `先证据`：关键事实必须附可访问来源链接
+- `先中文`：中间产物和最终产物默认输出简体中文
+
+## 你会得到
+
+- 一个总控母 skill：`china-stock-research-orchestrator`
+- 六个可组合的核心研究模块
+- 一套共享引用标准、分析模式 overlays 与模板
+- 一套适合公开信息研究的可复用框架
+
+## 这是什么
+
+- 一套面向中国股票、尤其是 A股 / A-share 研究的模块化 skills pack
+- 一个总控母 skill，用来识别分析模式并编排研究流程
+- 六个核心模块，覆盖战略、业务质量、财务健康度、行业竞争、风险监测、估值
+- 一套共享标准，统一来源、引用、输出结构、分析模式与 overlays
+
+## 适合谁
+
+- 基于公开披露做股票研究的研究员和投资者
+- 想把股票分析工作流 agent 化、模块化的人
+- 希望让研究过程可复盘、可核查、可迁移的人
+
+## 不适合什么场景
+
+- 实时行情或高频交易系统
+- 自动化投资建议系统
+- 必须依赖付费终端或私有数据库的封闭工作流
+
+## 快速开始
+
+先安装，再从总控母 skill 开始；如果只看三行，这三步就够了。
+
+可直接复制的远程安装命令：
+
+```bash
+bunx skills add spikeHongg/china-stock-research-skills
+```
+
+上面的占位写法 `bunx skills add <owner>/<repo>` 也是对的，只是对首次访问者不如可复制示例直观。
+
+然后直接使用下面这条提示词：
+
+```text
+使用 china-stock-research-orchestrator skill 分析这家中国上市公司，先识别它属于哪些分析模式，再选择需要调用的模块，并返回一份带可访问来源链接的研究框架。所有步骤与最终输出默认使用中文。
+```
+
+本地开发时可以先检查发现情况：
+
+```bash
+bunx skills add . --list
+```
+
+安装细节见 `INSTALL.md`。
+
+## 语言规则
+
+- `README.md` 默认中文
+- 英文说明见 `README.en.md`
+- 使用过程中，所有中间产物和最终产物默认输出为简体中文
+- 若用户明确要求英文，再切换为英文
+- 若引用英文术语、监管名词、文档标题，为保证可检索性可保留原文，但整体句子结构仍默认中文
+
+详见 `skills/shared/references/language-output-standard.md`。
+
+## Skill 地图
+
+本仓库包含 7 个 skills：
+
+1. `china-stock-research-orchestrator`
+2. `strategy-business-transition`
+3. `business-decomposition-order-quality`
+4. `financial-health`
+5. `industry-competition-moat`
+6. `risk-warning-catalysts`
+7. `valuation-investment-strategy`
+
+完整索引见 `SKILLS.md`。
+
+## 如何工作
+
+建议总是从母 skill 开始：
+
+1. `china-stock-research-orchestrator`
+
+它会负责：
+
+- 识别公司属于哪些分析模式
+- 判断哪些核心模块必须运行
+- 仅在必要时加载对应 overlay
+- 把模块结果合并成一份分层研究框架
+
+完整流程下，默认模块顺序是：
+
+1. `strategy-business-transition`
+2. `business-decomposition-order-quality`
+3. `financial-health`
+4. `industry-competition-moat`
+5. `risk-warning-catalysts`
+6. `valuation-investment-strategy`
+
+## 设计原则
+
+- `证据优先`：每条关键事实都应带可访问来源链接
+- `输出分层`：必须区分 `事实`、`解读`、`待验证问题`
+- `官方优先`：交易所、监管、公司正式披露优先于媒体摘要
+- `模式优先于行业`：先识别共性分析模式，再决定是否加载行业 overlay
+- `模块可组合`：母 skill 只编排，不替代各专业模块
+
+## 搜索关键词
+
+- 中国股票研究
+- A股研究
+- A-share research
+- China stock research
+- equity research skills
+
+## 共享标准
+
+在使用任何模块前，优先阅读这些共享 references：
+
+- `skills/shared/references/source-registry.md`
+- `skills/shared/references/citation-standard.md`
+- `skills/shared/references/company-disclosure-map.md`
+- `skills/shared/references/research-output-template.md`
+- `skills/shared/references/analysis-pattern-selector.md`
+- `skills/shared/references/language-output-standard.md`
+
+常见可选 overlays 包括：
+
+- `skills/shared/references/business-model-transition-overlay.md`
+- `skills/shared/references/project-order-business-overlay.md`
+- `skills/shared/references/asset-heavy-ramp-overlay.md`
+- `skills/shared/references/cyclical-price-driven-overlay.md`
+- `skills/shared/references/consumer-channel-brand-overlay.md`
+- `skills/shared/references/regulated-healthcare-policy-overlay.md`
+- `skills/shared/references/export-manufacturing-supply-chain-overlay.md`
+
+其他 overlays 与模板可直接查看 `skills/shared/references/` 和 `skills/shared/templates/`。
+
+## 仓库结构
+
+```text
+skills/
+  china-stock-research-orchestrator/
+  shared/
+    references/
+    templates/
+  strategy-business-transition/
+  business-decomposition-order-quality/
+  financial-health/
+  industry-competition-moat/
+  risk-warning-catalysts/
+  valuation-investment-strategy/
+examples/
+```
+
+## 示例提示词
+
+- `使用 china-stock-research-orchestrator skill 判断这只中国股票应该走哪条研究路径，并列出需要运行的模块。`
+- `使用 financial-health skill 诊断这家公司为什么收入增长没有转化成利润和现金流。`
+- `使用 industry-competition-moat skill 判断这家周期材料公司赚的是周期的钱还是护城河的钱。`
+- `使用 risk-warning-catalysts skill，并结合 healthcare overlay，为这家公司建立政策、审批、医保相关的监测面板。`
+
+更多复制即用示例见 `examples/quickstart-prompts.md` 和 `examples/full-report-flow.md`。
+
+## 局限性
+
+- 本仓库依赖公开、可访问的信息源
+- 若原始披露不完整、被修改或不可访问，结果也会受影响
+- 它不能替代对原始公告和财报的直接阅读
+- 它不是投资建议
+- 行业 overlays 仍会继续扩展
+
+## 贡献
+
+欢迎贡献，先看 `CONTRIBUTING.md`。
+
+## 路线图
+
+见 `ROADMAP.md`。
+
+## 更新记录
+
+见 `CHANGELOG.md`。
+
+## 发布说明
+
+如果你准备继续维护 GitHub 发布，见 `GITHUB_PUBLISHING.md`、`RELEASE_ASSETS.md`、`PUBLISH_CHECKLIST.md`。
+
+## 许可证
+
+MIT，见 `LICENSE`。