@v587d/capital-generation 2.6.5 → 2.7.1

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

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+# 发布素材包 / Release Assets
+
+[中文](#中文) | [English](#english)
+
+## 中文
+
+这份文件提供可直接复制到 GitHub 的首发素材。
+
+## 仓库名称建议
+
+- `china-stock-research-skills`
+
+## GitHub About 文案
+
+### 中文版
+
+- `面向中国股票、尤其是 A股 / A-share 研究的开源 agent skills，强调工作流编排、证据优先分析与可复用 overlays。`
+
+### 英文版
+
+- `Open-source agent skills for China stock and A-share research, with orchestrated workflows, citation-first analysis, and reusable overlays.`
+
+## 仓库简介短句
+
+### 中文版
+
+- `把“分析这只股票”转成结构化、可引用、可复用的中国股票 / A股研究工作流。`
+
+### 英文版
+
+- `Turn “analyze this stock” into a structured, source-backed, reusable China stock and A-share research workflow.`
+
+## Topics 建议
+
+- `a-share`
+- `ashare`
+- `china-stock`
+- `china-a-share`
+- `stock-research`
+- `equity-research`
+- `agent-skills`
+- `claude-code`
+- `opencode`
+- `codex`
+- `investment-research`
+- `financial-analysis`
+- `company-research`
+
+## Social Preview 文案
+
+### 中文版
+
+- `面向中国股票、尤其是 A股结构化研究的开源 skills pack。默认中文输出，强调证据优先、模块化设计与 agent 工作流。`
+
+### 英文版
+
+- `Open-source skills pack for structured China stock and A-share research. Chinese-first outputs, citation-first analysis, and modular agent workflows.`
+
+## 首个 Release 信息
+
+### Tag
+
+- `v0.1.0`
+
+### Release 标题
+
+- `v0.1.0 - 首个开源版本`
+
+### 中文 Release 正文
+
+```md
+## 亮点
+
+- 新增 `china-stock-research-orchestrator`，用于把一只中国股票，尤其是 A股公司，路由到合适的研究路径
+- 提供 6 个核心研究模块，覆盖战略、业务质量、财务健康度、竞争格局、风险监测、估值框架
+- 提供统一的来源与引用标准，要求关键事实附可访问来源链接
+- 提供可复用 overlays，覆盖业务转型、订单驱动、重资产爬坡、周期、消费品牌、医药政策、出口制造等常见场景
+- 默认中文输出，且严格区分 `事实`、`解读`、`待验证问题`
+
+## 本版本包含
+
+- `china-stock-research-orchestrator`
+- `strategy-business-transition`
+- `business-decomposition-order-quality`
+- `financial-health`
+- `industry-competition-moat`
+- `risk-warning-catalysts`
+- `valuation-investment-strategy`
+
+## 文档
+
+- `README.md`
+- `INSTALL.md`
+- `SKILLS.md`
+- `CONTRIBUTING.md`
+- `ROADMAP.md`
+- `CHANGELOG.md`
+- `examples/`
+
+## 说明
+
+- 本项目面向基于公开信息的中国股票研究工作流，尤其适合 A股 / A-share 场景
+- 它不是实时行情工具，也不是投资建议系统
+```
+
+### English Release Body
+
+```md
+## Highlights
+
+- Add `china-stock-research-orchestrator` to route a China-listed company, especially in A-share workflows, into the right research path
+- Ship 6 core research modules covering strategy, business quality, financial health, competition, monitoring, and valuation
+- Add shared source and citation standards with accessible-link requirements for key facts
+- Add reusable overlays for business-model transition, project-order businesses, asset-heavy ramps, cyclicals, consumer brands, healthcare-policy cases, and export manufacturing
+- Default outputs to Simplified Chinese and keep `Facts`, `Interpretation`, and `Open Questions` strictly separated
+
+## Included In This Release
+
+- `china-stock-research-orchestrator`
+- `strategy-business-transition`
+- `business-decomposition-order-quality`
+- `financial-health`
+- `industry-competition-moat`
+- `risk-warning-catalysts`
+- `valuation-investment-strategy`
+
+## Documentation
+
+- `README.md`
+- `INSTALL.md`
+- `SKILLS.md`
+- `CONTRIBUTING.md`
+- `ROADMAP.md`
+- `CHANGELOG.md`
+- `examples/`
+
+## Notes
+
+- This project is designed for public-information China stock research workflows, especially A-share use cases
+- It is not a real-time market data tool and not investment advice
+```
+
+## 建议首批 Pinned Issues
+
+### 1. Roadmap issue
+
+**标题**
+
+- `Roadmap: next overlays and example outputs`
+
+**正文**
+
+```md
+This issue tracks the next set of improvements for the repository.
+
+Current priorities:
+
+- more reusable overlays for financials, utilities, and SOE governance
+- more example outputs for cyclical, consumer, and healthcare companies
+- clearer remote install smoke tests
+- more output templates for memo-style and committee-style research
+```
+
+### 2. Feedback issue
+
+**标题**
+
+- `Request for feedback: install flow and first-use prompts`
+
+**正文**
+
+```md
+If you try this repository, feedback on these points is especially useful:
+
+- Was the install flow clear?
+- Was it obvious to start with `china-stock-research-orchestrator`?
+- Were the examples enough to run a first analysis?
+- Which A-share research patterns or overlays should be added next?
+```
+
+## English
+
+This file contains copy-ready assets for the initial GitHub launch.
+
+## Suggested Repository Name
+
+- `china-stock-research-skills`
+
+## GitHub About Text
+
+- `Open-source agent skills for China stock and A-share research, with orchestrated workflows, citation-first analysis, and reusable overlays.`
+
+## Short Project Blurb
+
+- `Turn “analyze this stock” into a structured, source-backed, reusable China stock and A-share research workflow.`
+
+## Suggested Topics
+
+- `a-share`
+- `ashare`
+- `china-stock`
+- `china-a-share`
+- `stock-research`
+- `equity-research`
+- `agent-skills`
+- `claude-code`
+- `opencode`
+- `codex`
+- `investment-research`
+- `financial-analysis`
+- `company-research`
+
+## Social Preview Copy
+
+- `Open-source skills pack for structured China stock and A-share research. Chinese-first outputs, citation-first analysis, and modular agent workflows.`
+
+## First Release
+
+- Tag: `v0.1.0`
+- Title: `v0.1.0 - Initial open-source release`
+
+Use the release bodies above as copy-ready text.

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

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+# 路线图 / Roadmap
+
+[中文](#中文) | [English](#english)
+
+## 中文
+
+### 近期计划
+
+- 增加更多可复用 overlays，例如金融、公共事业、国企治理等场景
+- 增加示例输出，至少覆盖一只周期股、一只消费股、一只医药股
+- 完善 GitHub 远程安装的 smoke test 指引
+- 随着版本发布，逐步维护简洁的 `CHANGELOG.md`
+
+### 中期计划
+
+- 在有助于传播和协作的前提下，继续完善中英双语文档
+- 增加更多适用于 memo、投委会讨论、跟踪报告的模板
+- 完善按行业监管口径组织的 source registry
+
+### 当前暂不纳入范围
+
+- 实时行情或盘口数据接入
+- 自动化交易工作流
+- 私有终端或专有数据库集成
+
+## English
+
+### Near Term
+
+- Add more reusable overlays for financials, utilities, and state-owned enterprise governance cases
+- Add example outputs covering at least one cyclical stock, one consumer stock, and one healthcare stock
+- Improve remote GitHub install smoke-test instructions
+- Maintain a compact `CHANGELOG.md` as releases begin
+
+### Medium Term
+
+- Continue improving bilingual documentation where it helps adoption and collaboration
+- Add more templates for memo-style, committee-style, and follow-up research outputs
+- Refine source registries organized around sector-specific regulators and disclosure paths
+
+### Out of Scope for Now
+
+- Real-time market data integration
+- Automated trading workflows
+- Proprietary terminal or private database integrations

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

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+# Skills 索引 / Skills Index
+
+[中文](#中文) | [English](#english)
+
+## 中文
+
+本仓库当前包含 7 个 skills，面向中国股票研究，尤其适合 A股 / A-share 的公开信息分析场景。
+
+### 母 skill
+
+| Skill | 适用场景 | 主要输出 |
+| --- | --- | --- |
+| `china-stock-research-orchestrator` | 识别中国股票、尤其是 A股 / A-share 场景下的分析模式，路由模块、选择 overlays、合并结果 | 统一研究框架 |
+
+### 核心模块
+
+| Skill | 适用场景 | 主要输出 |
+| --- | --- | --- |
+| `strategy-business-transition` | 业务历史、转型路径、 legacy drag、管理层战略 | 转型评估 |
+| `business-decomposition-order-quality` | 分部结构、客户、项目、在手订单、订单质量 | 业务质量与 pipeline 视图 |
+| `financial-health` | 盈利质量、营运资本、杠杆、偿债、减值 | 财务健康度评分卡 |
+| `industry-competition-moat` | 行业结构、可比公司、供需、护城河强弱 | 竞争格局与护城河视图 |
+| `risk-warning-catalysts` | 风险面板、催化剂日历、监测阈值 | 跟踪与监测框架 |
+| `valuation-investment-strategy` | 情景假设、估值方法、估值框架 | 带来源支撑的估值区间 |
+
+### 共享 references
+
+建议先从这些共享 references 开始：
+
+- `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`
+
+之后再根据公司匹配情况按需加载 overlays。
+
+### 典型使用路径
+
+1. 先运行 `china-stock-research-orchestrator`
+2. 让它选择合适的核心模块
+3. 只有在公司明确匹配时再加载可选 overlays
+4. 按最终输出契约合并结果
+
+## English
+
+This repository currently ships 7 skills for China stock research, especially natural for A-share workflows built on public information.
+
+### Parent Skill
+
+| Skill | Use It For | Main Output |
+| --- | --- | --- |
+| `china-stock-research-orchestrator` | Identify analysis patterns for China stock and A-share workflows, route modules, choose overlays, and merge outputs | Unified research framework |
+
+### Core Modules
+
+| Skill | Use It For | Main Output |
+| --- | --- | --- |
+| `strategy-business-transition` | Business history, transformation path, legacy drag, management strategy | Transition assessment |
+| `business-decomposition-order-quality` | Segment mix, customers, projects, backlog, and order quality | Business quality and pipeline view |
+| `financial-health` | Earnings quality, working capital, leverage, solvency, and impairment | Financial health scorecard |
+| `industry-competition-moat` | Industry structure, peers, supply-demand, and moat strength | Competitive landscape and moat view |
+| `risk-warning-catalysts` | Risk dashboard, catalyst calendar, and monitoring thresholds | Monitoring framework |
+| `valuation-investment-strategy` | Scenario hooks, method choice, and valuation framing | Source-backed valuation range |
+
+### Shared References
+
+Start with:
+
+- `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`
+
+Then add overlays only when the company clearly matches the pattern.
+
+### Typical Usage Path
+
+1. Run `china-stock-research-orchestrator`
+2. Let it choose the right core modules
+3. Load optional overlays only when the company clearly matches them
+4. Merge outputs using the final output contract

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

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+# Upstream Record
+
+- Project: China Stock Research Skills
+- Repository: https://github.com/spikeHongg/china-stock-research-skills
+- Upstream commit: `d49f1f360deac57821d5d6b3aff664dff232acc6`
+- License: MIT; see `LICENSE` copied from upstream.
+- Imported content: complete upstream repository snapshot for traceability; runtime catalog excludes `china-stock-research-orchestrator` because its orchestration conflicts with Capital's existing routing contract.
+- Local modifications: none to upstream files. This record and the Capital selected-skill catalog are maintained by Capital Generation.
+- 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.

package/selected-skills/china-stock-research-skills/examples/full-report-flow.md

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+# Full Report Flow
+
+## Orchestrator-First Flow
+
+1. Start with the orchestrator.
+2. Let it select the right patterns and modules.
+3. Run the selected core modules.
+4. Merge the outputs into one framework.
+
+## Example Prompt
+
+```text
+使用 china-stock-research-orchestrator skill 按截至今天的公开信息分析这家 A 股公司。先识别主要分析模式，再选择必须调用的模块和可选 overlay，最后返回一份合并后的研究框架，结构包含：公司概览与路由决策、事实、解读、待验证问题、监测指标、情景与估值钩子、来源附录。所有中间与最终输出默认使用中文。
+```
+
+## Expected Behavior
+
+- The workflow should not assume a sector too early.
+- The workflow should explain why each module was selected.
+- The workflow should keep source-backed facts separate from interpretation.

package/selected-skills/china-stock-research-skills/examples/module-select-cases.md

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+# Module Selection Cases
+
+## Transition Company
+
+- 从 `china-stock-research-orchestrator` 开始
+- 通常会路由到 `strategy-business-transition`、`financial-health`、`risk-warning-catalysts`
+
+## Project-Driven Engineering Company
+
+- 从 `china-stock-research-orchestrator` 开始
+- 通常会路由到 `business-decomposition-order-quality`、`financial-health`、`risk-warning-catalysts`
+
+## Cyclical Materials Company
+
+- 从 `china-stock-research-orchestrator` 开始
+- 通常会路由到 `industry-competition-moat`、`valuation-investment-strategy`、`risk-warning-catalysts`
+
+## Consumer Brand Company
+
+- 从 `china-stock-research-orchestrator` 开始
+- 通常会加载 `consumer-channel-brand` overlay，并路由到 `industry-competition-moat`、`business-decomposition-order-quality`、`risk-warning-catalysts`
+
+## Regulated Healthcare Company
+
+- 从 `china-stock-research-orchestrator` 开始
+- 通常会加载 `regulated-healthcare-policy` overlay，并路由到 `industry-competition-moat`、`risk-warning-catalysts`、`valuation-investment-strategy`

package/selected-skills/china-stock-research-skills/examples/quickstart-prompts.md

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+# Quickstart Prompts
+
+## Start Any New Stock
+
+```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，并返回一份带可访问来源链接的研究框架，结构必须包含：事实、解读、待验证问题。所有中间与最终输出默认使用中文。
+```
+
+## Check Whether Growth Quality Is Real
+
+```text
+使用 business-decomposition-order-quality skill 判断这家公司披露的增长，是否由真实交付、健康客户质量和实际回款支撑。所有关键结论都要附可访问来源链接，并默认使用中文输出。
+```
+
+## Diagnose Financial Stress
+
+```text
+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。请严格区分：事实、解读、待验证问题，并默认使用中文输出。
+```
+
+## Build A Monitoring Dashboard
+
+```text
+使用 risk-warning-catalysts skill 为这只股票建立月度监测面板，列出关键阈值、来源链接和后续核查动作，默认使用中文输出。
+```

package/selected-skills/china-stock-research-skills/skills/business-decomposition-order-quality/SKILL.md

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+---
+name: business-decomposition-order-quality
+description: Break down an A-share company's business model into segments, customers, products, regions, projects, and order pipeline quality. Use this skill when testing whether reported growth is supported by real delivery, healthy customers, and cash collection. All outputs must include accessible source links.
+---
+
+# Business Decomposition Order Quality
+
+Dissect the company's growth engine and test the quality of its orders.
+
+## Non-Negotiable Rules
+
+- Attach an accessible source link to every major contract, order, customer, region, and product claim.
+- Distinguish signed orders, in-hand backlog, delivered revenue, and collected cash.
+- Mark unsupported customer or pricing claims as open questions.
+- Do not do final valuation here.
+- Default every intermediate and final output to Simplified Chinese unless the user explicitly requests another language.
+
+## Read First
+
+- `skills/shared/references/source-registry.md`
+- `skills/shared/references/citation-standard.md`
+- `skills/shared/references/financial-kpi-dictionary.md`
+- `skills/shared/references/analysis-pattern-selector.md`
+- `skills/shared/references/language-output-standard.md`
+- `skills/business-decomposition-order-quality/references/order-quality-checklist.md`
+- If the company is project or order-driven, also load `skills/shared/references/project-order-business-overlay.md`.
+- If the company is an IDC or AI-compute project case, `skills/shared/references/idc-heavy-asset-transition-overlay.md` and `skills/business-decomposition-order-quality/references/idc-order-ledger-guide.md` are optional example overlays.
+
+## When to Use
+
+- Analyze contract-driven or project-driven growth.
+- Test whether a new growth business is high quality or just high headline revenue.
+- Review customer concentration, order cancellation, delayed execution, and region mix.
+
+## Workflow
+
+1. Collect all major order announcements and recent reports.
+2. Build a table of products, projects, customers, regions, contract value, term, delivery stage, and revenue-recognition method.
+3. Compare order growth with revenue growth, gross margin, receivables, contract assets, and cash collection.
+4. Review project changes, cancellations, and contract revisions for signal value.
+5. Summarize which growth is recurring, which is one-off, and which may not convert.
+
+## Required Output
+
+- `事实`: segment mix, customer mix, project list, order pipeline, revenue-recognition method
+- `解读`: order quality, concentration risk, execution risk, delivery visibility
+- `待验证问题`: unknown pricing, milestone schedule, payment terms, or customer dependence
+- `Pipeline Table`: order amount, stage, expected conversion, source
+- Use `skills/shared/templates/idc-project-ledger.md` only for IDC or operator-facing project portfolios.
+
+## Boundaries
+
+- Do not do a full solvency diagnosis.
+- Do not build the final industry moat conclusion.
+- Do not issue buy/sell recommendations.

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

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+# IDC Order Ledger Guide
+
+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 |
+
+## What to Record
+
+- Project name and customer
+- Whether the company is equipment supplier, integrator, EPC contractor, investor, or operator
+- Contract amount and term
+- Whether the amount is confirmed, estimated, or framework-only
+- Milestone and payment schedule
+- Expected revenue-recognition basis
+- Whether there is third-party public validation
+
+## Key Distinctions
+
+- A framework agreement is not equal to revenue backlog.
+- A signed project is not equal to delivered revenue.
+- Delivered revenue is not equal to collected cash.
+- A ten-year operating term is not equal to ten years of stable utilization.
+
+## Output Reminder
+
+Use `skills/shared/templates/idc-project-ledger.md` when the company has multiple IDC or operator-facing projects.

package/selected-skills/china-stock-research-skills/skills/business-decomposition-order-quality/references/order-quality-checklist.md

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+# Order Quality Checklist
+
+Check these items for every major order or project.
+
+| Item | Why It Matters |
+| --- | --- |
+| Counterparty | Tests customer quality and concentration |
+| Signed amount | Distinguishes headline value from actual economics |
+| Contract term | Shows whether revenue is one-off or recurring |
+| Payment terms | Determines cash-conversion quality |
+| Delivery milestone | Tests execution visibility |
+| Revenue-recognition basis | Prevents mixing booked revenue with signed orders |
+| Change or cancellation clause | Identifies contract fragility |
+| External validation | Procurement notice, park website, government release |
+
+If any field is missing, mark it clearly rather than guessing.

package/selected-skills/china-stock-research-skills/skills/china-stock-research-orchestrator/SKILL.md

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+---
+name: china-stock-research-orchestrator
+description: Orchestrate a full China stock research workflow by first identifying the company's analysis patterns, then selecting and sequencing the right core research skills, optional overlays, and final output structure. Use this skill when starting a new stock deep-dive or when a user wants one unified, source-backed research framework instead of isolated module outputs.
+---
+
+# China Stock Research Orchestrator
+
+Route an A-share company through the right research workflow before doing deep analysis.
+
+## Non-Negotiable Rules
+
+- Preserve strict separation between `Facts`, `Interpretation`, and `Open Questions`.
+- Require every key fact and number to carry an accessible source link.
+- Prefer official disclosures, regulators, and public official portals over media and commentary.
+- Use this skill to orchestrate the workflow, not to replace the six core modules.
+- Default every intermediate and final output to Simplified Chinese unless the user explicitly requests another language.
+
+## Read First
+
+- `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`
+- `skills/china-stock-research-orchestrator/references/routing-matrix.md`
+- `skills/china-stock-research-orchestrator/references/sector-overlay-escalation-rules.md`
+- `skills/china-stock-research-orchestrator/references/final-output-contract.md`
+
+## Required Inputs
+
+- Company name and ticker if available
+- Research objective or key question
+- As-of date if the user cares about a specific cutoff
+- Optional hints about industry, business model, or suspected issues
+
+## When to Use
+
+- Start a fresh A-share stock deep-dive.
+- Turn a vague request like "analyze this stock" into a structured workflow.
+- Decide which of the six core modules are necessary before going deep.
+- Merge module outputs into one consistent research framework.
+
+## Workflow
+
+1. Identify the company's primary and secondary analysis patterns with `skills/shared/references/analysis-pattern-selector.md`.
+2. Use `skills/china-stock-research-orchestrator/references/routing-matrix.md` to decide which core modules are mandatory, optional, or skippable.
+3. Decide whether a sector overlay is needed using `skills/china-stock-research-orchestrator/references/sector-overlay-escalation-rules.md`.
+4. Run the selected modules in the right order, usually `strategy -> business -> financial -> industry -> risk -> valuation`.
+5. Require each module to return mergeable `事实`, `解读`, and `待验证问题` blocks in Simplified Chinese.
+6. Merge the outputs using `skills/china-stock-research-orchestrator/references/final-output-contract.md`.
+
+## Required Output
+
+- `公司概览与路由决策`: what patterns the company matches and why
+- `已选模块`: which core skills are required and why
+- `已选 overlays`: which optional overlays are loaded and why
+- `研究框架`: merged `事实`, `解读`, `待验证问题`, `监测指标`, and `情景与估值钩子`
+- `来源附录`: the source set used and any evidence limitations
+
+## Core Modules Available
+
+- `strategy-business-transition`
+- `business-decomposition-order-quality`
+- `financial-health`
+- `industry-competition-moat`
+- `risk-warning-catalysts`
+- `valuation-investment-strategy`
+
+## Boundaries
+
+- Do not directly replace deep analysis inside the six core skills.
+- Do not invent a pattern match if evidence is weak; mark uncertainty in `Open Questions`.
+- Do not produce unsupported target prices or thesis conclusions.
+- Do not merge module outputs into a single-layer narrative; keep evidence layering intact.