@v587d/capital-generation 2.7.3 → 2.7.4

package/selected-skills/catalog.js

@@ -12,6 +12,11 @@ export const SELECTED_SKILL_SKILL_DIRS = Object.freeze({
   // 指上去等于发现 0 颗：快照因此平铺掉 <domain>/ 这一层（每颗的 references/、assets/ 跟着走，
   // 正文链接都在自己目录内，不破）。理由与逐颗原分组记在该快照的 UPSTREAM.md。
   'trading-skills': 'skills',
+  // 上游有六个 skills 根（vertical-plugins/<条线>/skills/），并且 agent-plugins/<角色>/skills/ 是它自己
+  // vendored 的副本（上游 CLAUDE.md 规定"不许直接改 bundled copies"）。provider 只扫一个根，
+  // 因此只登记规范根那一条线：vertical-plugins/china-finance/skills —— 上游自己写明 skill 正文就 authored 在这里。
+  // 另外五条线（投行 / PE / 基金运营 / 财富 / 账户）与副本留在快照里当材料，不进可选清单。
+  'claude-for-financial-services-cn': 'vertical-plugins/china-finance/skills',
 })
 
 // Selected-skill metadata owned by Capital Generation. Upstream snapshots remain unchanged.
@@ -873,6 +878,177 @@ 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 rule changes it suggests are process exercises: this plugin adjusts no holdings and places no orders on them.',
     },
   },
+  {
+    key: 'chinaEarningsAnalysis',
+    name: 'china-earnings-analysis',
+    label: { zh: 'A 股业绩点评', en: 'A-Share Earnings Review' },
+    description: {
+      zh: '把已覆盖公司的季报或年报写成 A 股卖方体例的点评：实际 / 一致预期 / 上期的差异表、收入与利润率分解、资产负债表与现金流关注点，再落到估值与风险。',
+      en: 'Writes a quarterly or annual update in Chinese sell-side format: an actual / consensus / prior variance table, revenue and margin decomposition, balance-sheet and cash-flow focus, then valuation and risks.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'earnings', 'filings', 'financial-health'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。本插件没有一致预期的结构化取数面：那一列取不到就留空并点名缺失，不用记忆补。报告里的评级与目标价段落属于推演练习，不构成买卖建议。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. This plugin has no consensus endpoint: that column stays empty and the gap is named rather than remembered. The rating and target-price paragraphs are exercises, not investment advice.',
+    },
+  },
+  {
+    key: 'chinaEarningsPreview',
+    name: 'china-earnings-preview',
+    label: { zh: 'A 股财报前瞻', en: 'A-Share Earnings Preview' },
+    description: {
+      zh: '公布前把关注点排好：历史基线、要盯的三到五个指标、乐观 / 基准 / 悲观三档情景与触发条件，按 A 股披露节奏（业绩预告、快报、正式报告）写前瞻。',
+      en: 'Sets up the pre-release frame: historical baseline, the three to five metrics that matter, bull / base / bear scenarios with their triggers, all on the A-share rhythm of 预告, 快报 and the full report.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'earnings', 'monitoring'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。宿主取不到一致预期时，情景对比写在历史与自家披露口径上，并标明那是你自己的基线；文中的仓位与交易策略设想属于推演练习。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. With no retrievable consensus, scenarios are framed against history and the company’s own disclosed range, labelled as your baseline; the sizing and trade ideas it sketches are exercises.',
+    },
+  },
+  {
+    key: 'chinaCompsAnalysis',
+    name: 'china-comps-analysis',
+    label: { zh: 'A 股可比公司倍数', en: 'A-Share Comparable Multiples' },
+    description: {
+      zh: '按 A 股口径搭同业倍数表：板块分组与市值 / 增速 / 盈利性筛选，P/E（动态·静态·TTM）、P/B、EV/EBITDA 与溢价折价的解释，最后收敛成一个估值区间。',
+      en: 'Builds a peer multiple table on A-share conventions: sector grouping with size, growth and profitability screens, dynamic / static / TTM P/E, P/B and EV/EBITDA, premium and discount explanations, and a resulting valuation range.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'valuation', 'competition'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。区间随倍数假设大幅移动，末尾的目标价与投资建议属于推演练习，本插件不据它下单，也不给仓位数字。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. The range moves with the multiple assumptions, and the closing target price and recommendation are exercises: this plugin places no orders and derives no position size from them.',
+    },
+  },
+  {
+    key: 'chinaDcf',
+    name: 'china-dcf',
+    label: { zh: 'A 股 DCF 口径', en: 'A-Share DCF Conventions' },
+    description: {
+      zh: '用中国财报口径跑 DCF：无风险利率取十年期国债收益率、A 股股权风险溢价、25% 税率（高新技术企业 15%）、本币终值增长，再把 WACC 与敏感性摊开。',
+      en: 'Runs a DCF on Chinese conventions: a 10-year government bond yield as the risk-free rate, A-share equity risk premium, 25% tax (15% for 高新技术企业), local-currency terminal growth, then WACC and sensitivities.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'valuation', 'cash-flow'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。国债收益率或 β 取不到时按假设区间做敏感性并写明假设，不假设一个点位；行业利润率的默认值是这个模型的输入，不是对公司的预测。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. If the bond yield or beta cannot be retrieved, the model runs as a labelled sensitivity band rather than a guessed level; the sector margin defaults are inputs to this model, not forecasts of the company.',
+    },
+  },
+  {
+    key: 'chinaSectorOverview',
+    name: 'china-sector-overview',
+    label: { zh: 'A 股行业全景', en: 'A-Share Sector Landscape' },
+    description: {
+      zh: '画一张 A 股行业地图：市场规模与集中度、政策与监管框架、竞争格局与按板块的关键 KPI（批价、装机量、NIM 一类），再落到主题与估值对照。',
+      en: 'Maps an A-share industry: market size and concentration, the policy and regulatory frame, competitive structure with sector-specific KPIs (批价, 装机量, NIM and the like), then themes and valuation context.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'macro', 'competition', 'business-analysis'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。行业口径的统计取不到就写成缺口，不折算成记忆里的数；多空一览与"重点标的、目标价、评级"一节属于推演练习，本插件不据它下单，也不给仓位。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. Industry statistics that do not come back stay a named gap rather than a remembered figure; the long / short list and the 重点标的、目标价、评级 section are exercises — no orders and no position size come from them.',
+    },
+  },
+  {
+    key: 'chinaCatalystCalendar',
+    name: 'china-catalyst-calendar',
+    label: { zh: 'A 股催化剂日历', en: 'A-Share Catalyst Calendar' },
+    description: {
+      zh: '把 A 股的披露与事件按时间排成注意力日历：财报与业绩预告、股东大会、解禁与分红回购、政策与行业会议，并标出压在同一个事件链上的公司。',
+      en: 'Lays A-share disclosures and events out as an attention calendar: earnings and 业绩预告, shareholder meetings, lockup expiries, dividends and buybacks, policy and industry events, flagging names hanging on the same event chain.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'monitoring', 'macro', 'earnings'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。与美股口径的「催化剂地图」同族，但换成 A 股披露节奏；日期没取回来就标成未确认，不编日历，也不预测价格走向。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. The same family as the US-market Catalyst Map, retuned to A-share disclosure rhythm; a date that did not come back is marked unconfirmed rather than invented, and the calendar forecasts no price direction.',
+    },
+  },
+  {
+    key: 'chinaBreakTrace',
+    name: 'china-break-trace',
+    label: { zh: 'A 股财务核查', en: 'A-Share Forensic Review' },
+    description: {
+      zh: '对 A 股财报做取证式核查：科目勾稽、利润与现金流的背离、应收与存货异常、营运资本口径，再读审计意见类型、交易所问询与处罚公告里的信号。',
+      en: 'Works through A-share statements forensically: line-item tie-outs, the gap between earnings and cash flow, receivable and inventory anomalies, working-capital behaviour, then what auditor opinions, exchange inquiries and penalties signal.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'risk', 'financial-health', 'verification'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。它列的是"该去查什么"，不是指控，也不构成买卖建议；与「风险与催化剂监控」部分重叠，这颗按报表科目与监管文书走。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. It lists what to investigate, not an accusation, and is not investment advice; it overlaps the risk-and-catalyst module but works from statement lines and regulatory documents.',
+    },
+  },
+  {
+    key: 'chinaVarianceCommentary',
+    name: 'china-variance-commentary',
+    label: { zh: 'A 股业绩差异表述', en: 'A-Share Variance Commentary' },
+    description: {
+      zh: '把差异写成读得懂的中文：超预期 / 低于预期怎么分类、驱动因素归因到哪一层、口径与单位一致性怎么交代，以及"这个变化意味着什么"的句子级写法。',
+      en: 'Turns variances into readable Chinese commentary: how to classify beat / miss / in-line, where to attribute the driver, how to keep 口径 and units consistent, and how to say what the change actually means.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'earnings', 'verification'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。宿主取不到一致预期时，差异就写在去年同期、先前口径与披露区间上，并说明那是哪种基线，不冒充市场共识。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. Without a retrievable consensus, variances are stated against prior-year, your own earlier figures and the disclosed range — labelled as which baseline, never dressed up as market consensus.',
+    },
+  },
+  {
+    key: 'chinaInitiatingCoverage',
+    name: 'china-initiating-coverage',
+    label: { zh: 'A 股首次覆盖', en: 'A-Share Initiation Report' },
+    description: {
+      zh: '按券商研究所体例搭一份 A 股首次覆盖：公司与行业分析、三表建模、估值与倍数区间、图表清单与报告骨架，一路写到评级与目标价那一节。',
+      en: 'Assembles an initiation report in Chinese sell-side form: company and industry analysis, three-statement modelling, valuation and multiple ranges, the exhibit list and the report skeleton, through to the rating and target-price section.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'valuation', 'business-analysis', 'filings'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。五档评级与目标价是把材料写成一个结论的推演练习，本插件不据它下单，也不给仓位数字；报告写在最终答复里、不产出文件，页数只是体量参考。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. The five-tier rating and target price are a conclusion exercise: this plugin places no orders and gives no position size on them. The report is written into the final reply rather than a file, and the page counts are only a sense of scale.',
+    },
+  },
 ])
 
 export const SELECTED_SKILL_TAG_LABELS = Object.freeze({

package/selected-skills/claude-for-financial-services-cn/LICENSE

@@ -0,0 +1,201 @@
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+   APPENDIX: How to apply the Apache License to your work.
+
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+      comment syntax for the file format in the same way that other
+      comments are applied in the codebase. For more details, see:
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+Copyright [2025] [jwangkun]
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+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
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package/selected-skills/claude-for-financial-services-cn/UPSTREAM.md

@@ -0,0 +1,173 @@
+# Upstream Record
+
+- Project: Claude for Financial Services（中文版）—— 63 颗面向 A 股的金融工作流 skill，按六条业务线组织：
+  证券研究（`china-finance`，31 颗）、投行（10）、私募（9）、基金运营（6）、财富管理（5）、账户与合规（2）。
+  同一套正文还被上游打包成四个"角色 Agent"（`agent-plugins/*`）再抄了一遍，所以仓库里 `SKILL.md` 有 188 个路径、
+  唯一 `name` 只有 58 个。
+- Repository: https://github.com/jwangkun/claude-for-financial-services-cn
+- Upstream commit: `d7585ca0033d0624e14e8c5a031b373c1216dd74`（main，2026-09-14，
+  "fix(akshare-mcp): get_financials always returned [] due to wrong THS indicator and stale annual filter (#4)"）
+  - 全仓 15 次提交（`jwangkun` 14、`fintech-python-java` 1）：2026-06-07 建仓，06-08 与 06-09 两天集中 10 次，
+    之后沉寂三个月到本 commit。831 stars、3 个 open issue，无 release、无 tag。
+- License: **Apache-2.0** —— 本仓六份快照里第一份非 MIT。`LICENSE` 为上游原件、未改写。署名有三处互不一致，
+  按现状记录，不做取舍：
+  - `LICENSE:189` 附录写 `Copyright [2025] [jwangkun]` —— Apache 自己的说明要求填好后**去掉方括号**，上游没去；
+  - 六个 `vertical-plugins/*/.claude-plugin/plugin.json` 的 `author.name` 都是 `Anthropic FSI China`；
+  - `README.md:5` 自称"基于 Anthropic 官方 [claude-for-financial-services](https://github.com/anthropics/claude-for-financial-services)
+    深度适配国内市场"，其对照表（`README.md:439`）称两者同为 Apache 2.0。
+  上游**没有 `NOTICE` 文件**，因此再分发只需保留 `LICENSE` 与本条记录。catalog 的 `owner` 用仓库 owner `jwangkun`。
+- Imported content: 该 commit 的完整文件树，267 个文件 / 约 3.1 MB（`vertical-plugins/` 六条线 63 颗 +
+  `agent-plugins/` 四个角色包的副本 + `managed-agent-cookbooks/` + `mcp-servers/` 四份 python 取数服务 +
+  `scripts/` + 根级 README / CLAUDE.md / IFIND-INTEGRATION-PLAN.md）。
+
+- Local modifications（四类，逐条可复核；口径与理由见 `docs/dev/selected-skills.md` §8.6 的接入必查清单）：
+
+  1. **删除上游的 `.gitignore`。** 它排的是 `mcp-servers/*/mcp_config.json`、`*.key`、`secrets/`、`__pycache__/`、
+     `*.xlsx` / `*.pptx` / `*.docx` 与 `.claude/settings.local.json`——这些规则会在本仓继续生效，
+     把"按 commit 重导"的快照与所钉 commit 弄成两种样子。实测该 commit 的 267 个已提交文件与盘上文件数一一对上
+     （被它挡的都在 `__pycache__/` 一类未提交路径里），所以删除不丢任何文件，但规则本身不能带进宿主仓库。
+  2. **不改布局。** 前五颗里出现过三种布局问题（上游没写 `name`、SKILL.md 住在仓库根、分组深一层），本颗都不是：
+     每颗 `SKILL.md` 的 frontmatter 都齐 `name` + `description`，`name` 与目录名一致。唯一的新形态是
+     **上游有六个 skills 根**（`vertical-plugins/<条线>/skills/`），而 provider 与五处反查只认一个根映射。
+     处理方式是**只登记规范根那一条线**：`SELECTED_SKILL_SKILL_DIRS` 填
+     `'claude-for-financial-services-cn': 'vertical-plugins/china-finance/skills'`，另五条线与 `agent-plugins/`
+     副本不进 provider 视野，`src/` 一行不动。这样也避开了上游内部的同名冲突——`fund-admin` 有五颗与
+     `china-finance` 同名但内容更薄（`china-accrual-schedule` 5799 vs 6563 字节一类），
+     两条根同时登记就会撞车（provider 的启用集合只按 `name` 认）。
+     上游 `CLAUDE.md` 自己写明 "Skills are authored in `vertical-plugins/china-finance/skills/`" 且
+     "Agent plugins bundle vendored copies of their skills. **Never edit bundled copies directly.**"——
+     登记规范根与上游的作者口径一致，那些副本因此在 diff 里与上游逐字节相同。
+  3. **取数面改写：9 份 `SKILL.md`，28 处段落级改动（+152 / −200 行）。** 分析结论、判定档位、阈值表、
+     报告骨架与输出模板一字未改。可核对的两个总数：这九颗里的 ```python 伪调用围栏 **14 处 → 0**；
+     `IFIND_DATA_SOURCE_MODE` 开关块在这九颗里 **全部删除**（规范根其余 21 颗与另五条款线照旧带着原文开关——
+     不进可选清单的正文不改也不扫，§8.6 第一段那条口径；所以整颗快照里仍有 176 个文件出现这个变量名，
+     `grep` 到它不代表改写漏了，运行时那些颗一律被 catalog 闭集挡在读取之外）。
+     本颗的 hazard 与前五颗不同族：**63 颗正文每一颗都把取数层写死进正文**——`## Data Sources (Multi-Tier)`
+     三档服务商（Tier-0 万得 Wind，带 `WIND_API_KEY`、`ak_` 前缀与密钥申请 URL；Tier-1 同花顺 iFind，
+     带 `IFIND_AUTH_TOKEN`；Tier-2 AkShare），python 围栏里的伪工具调用（`get_financials(ticker, …)`、
+     `ifind_get_stock_events(query)`、`ak.bond_zh_us_rate()`），尾部统一的 `IFIND_DATA_SOURCE_MODE`
+     环境变量开关块，以及把服务商名写进引用格式的 `Source: AkShare, [date]` 与"所有数字都应来自 …"检查项。
+     改动分六类：
+     - **TIER（9 份）**：服务商阶梯 → "这一节要的是哪些字段、as-of 哪天"的委派 brief 清单；
+       保留上游的字段词汇（三表、最新价 / PE / PB、板块成分股、指数基准、新闻与公告），
+       删掉的是"谁家有数据、密钥去哪申请"。
+     - **CALL（9 份、14 处围栏）**：```python 伪调用围栏与 workflow 步骤里的内联调用 → 散文式取数请求。
+       本插件没有 shell（§1.6），这些工具名指向的是快照里那四个 MCP 服务端，运行时不存在。
+     - **MODE（9 份）**：`IFIND_DATA_SOURCE_MODE` 开关尾块整段删除，换成一句"取数档位由宿主的凭据域决定，
+       这份产出既不配置它，也不向使用者索取凭据"（§5：密钥只进 credentials 域）。
+     - **CITE（5 份）**：引用格式与检查项里的服务商名 → 回到取数通道真正给出的东西（数据集引用、披露文件名与页码）。
+       `巨潮资讯` / 交易所 / 监管机构作为**出处**保留（那是披露场所，也是宿主检索通道本就在用的来源），
+       作为**取数指令**的部分删掉。
+     - **GAP（4 份，§8.6 第 2 条，本颗最要紧的一类）**：`china-earnings-preview` 原句
+       "**If consensus unavailable**, derive from: Historical growth rates / Management guidance /
+       Industry benchmarks"、`china-earnings-analysis` 的 `[UNSOURCED] — estimate based on [rationale]`、
+       `china-dcf` 的 "use … or web search for latest"、`china-earnings-analysis` 的
+       "Consensus sources: Wind / Choice / 慧博 / iFinD" 阶梯 → 统一改成**点名缺哪个字段、该列留空并停下**。
+       这里必须如实说明一件事：**本插件没有一致预期的结构化取数面**（同花顺能力清单里没有盈利预测／一致预期条目，
+       唯一带预测形状字段的是东财研报条目上的本年 / 次年 EPS 预测）。所以改写后的正文把这四档写成
+       "卖方单家口径 ≠ 市场共识"，情景与差异要么写在去年、自家先前口径或公司披露区间上并**标明是哪种基线**，
+       要么写成缺口——"用记忆里的增速估一个预期"没有任何工具会拦，只能改在正文里。
+     - **ROUTE（1 处）**：`china-catalyst-calendar` 的 `## Integration with Other Skills` 表原句保留，
+       加第五颗同一句前置条件（点名的 skill 只有使用者显式开启才存在于会话里，本插件明确不提供的那两类永远不存在）。
+     另有两处按同一族处理：**DESC（1 处）**`china-dcf` 的 frontmatter `description` 自己写着
+     "Uses AkShare MCP for financial statements"，那半句换成口径描述，方法论部分不动；
+     **CHART（1 处）**`china-initiating-coverage` 的 `**Chart standards:**` 块原文要求
+     "Dark theme or light theme (consistent with firm template)" 与 `Source: AkShare historical data` →
+     改成"这四张图说的是首次覆盖该有什么图表，图由宿主的出图通道渲染（出图只走 `render_chart`，§6.1），
+     主题与标签排版是出图角色的决定"，图表清单本身（收入与利润历史、倍数区间带、增长 vs 倍数散点、两年价格线）未改。
+     **一处就地标注（3 份）**：`china-comps-analysis`、`china-sector-overview`、`china-initiating-coverage`
+     的模板以目标价 / 投资建议 / 多空方向收尾，且改动正好落在那份文件的尾块上，因此除了 `riskNote` 之外，
+     尾块里另写了一句"属于推演练习、本插件不据它下单也不给仓位"。`china-earnings-analysis` 与
+     `china-variance-commentary` 的评级只出现在报告骨架的某一节里（没有落到被改写的尾块），正文不动，
+     完全由 catalog 的 `riskNote` 承担——两份都改或都不改都不是诚实的做法，这里是按"改写是否正好落在同一处"划线，
+     线画在这里是为了让下一个人看得见。**评级五档表、`Long / Short` 一览与 `投资建议: [Buy / Hold / Sell]`
+     这些上游判定档位与模板全部原样保留**（§8.6：不为口味改结论）。
+  4. **Apache-2.0 §4(b) 的改动声明：上面那 9 份文件各加一行。** 前五份快照是 MIT，再分发不要求在**被改的文件上**
+     留痕，改动口径只住在本文件里；Apache-2.0 第 4(b) 条要求"修改过的文件带上显著的声明"，所以这九份在一级标题
+     下面各有一句可见中文声明（点名所钉 commit `d7585ca`、改的是取数与凭据口径、逐条见本文件、方法论未改）。
+     其余 54 颗与上游逐字节相同，因此不带这一行。它是许可要求而不是编辑：不改语义、不改结论，
+     `test/selected-skills-content.test.mjs` 有一条正向断言钉住"这九份必须各带一行"，漏一颗就点名那一颗。
+
+- 收录判断（规范根 31 颗里 9 颗进 catalog，22 颗留在快照里当可审查材料；另五条款线 32 颗整条不进）：
+  - **进（9）**：`china-earnings-analysis`、`china-earnings-preview`、`china-comps-analysis`、`china-dcf`、
+    `china-sector-overview`、`china-catalyst-calendar`、`china-break-trace`、`china-variance-commentary`、
+    `china-initiating-coverage`。补的是既有 45 条里没有的形状：A 股卖方体例的业绩点评与超预期分解、
+    财报前情景框架、A 股口径的可比倍数与 DCF 参数（10Y 国债、A 股 ERP、25%/15% 税率）、
+    A 股披露节奏的催化剂日历、按报表科目与监管文书走的财务核查、差异表述的句子级写法、首次覆盖的报告骨架。
+    市场口径是 **A 股**（`tags` 全部带 `a-share`），与美股那 30 多颗互为对照，不通用。
+  - **不进 · 它本身就是取数目录**：`china-market-data`。整颗是四个服务商 MCP 的工具清单
+     （`mcp__ifind__*` / `mcp__akshare__*` 之类工具名表 + 28 个"要什么数据用哪个工具"的配方 +
+     `export IFIND_DATA_SOURCE_MODE=…`），自己不产出任何分析。收录它等于在本插件既有的取数协议之外
+     再造一条取数路由（§8.6 第 1 条与第 6 条同时撞上），因此整颗留原文不改、也不进清单。
+  - **不进 · 元技能 + 执行面**：`china-skill-creator`。它教 Agent 按上游模板新写 `china-*` skill，
+     模板里硬编码那份三档服务商的 `## Data Sources` 块，并要求跑 `python3 scripts/check-china.py` 与
+     `sync-china-skills.py` 来校验和同步。本插件没有 shell（§1.6），也不需要第二条 skill 生产线。
+  - **不进 · 上游自标的 alias**：`china-dcf-model`。`description` 自己写 "This alias skill redirects to
+     `china-dcf`"，与 InvestSkill 那轮的 `fundamental-analysis` / `dcf-valuation` 同一条理由（§8.6 第 6 条）。
+  - **不进 · 同题材的薄一份且结构坏**：`china-comps`（105 行 vs `china-comps-analysis` 207 行）。
+     它带着**两份 frontmatter**（`L1-4` 与 `L37-40` 各一份 `name` / `description`），
+     正文是同一题材的早版；收哪一颗都让"目录名 ↔ frontmatter name ↔ catalog name"的三处一致变复杂。
+  - **不进 · 给买卖动作与仓位数字**（与 `docs/reference/external-skill-scan-2026-10.md` 既定口径、
+    以及第五颗排除 `position-sizing` / `position-management` 同一条线）：
+    `china-morning-note`（晨会纪要的"2-4 条可执行 idea"、`方向: Long / Short / Watch`、止损位与仓位建议）、
+    `china-thesis-tracker`（`[Maintain / Add / Reduce / Exit]` 与止损位、目标价）、
+    `china-idea-generation`（选股清单给 `Long` 方向，`Position sizing recommendations` 一节）、
+    `china-tax-loss-harvesting`（`Full exit: Sell and replace` / `Reduce position` 与执行买卖的清单，
+    且税损收割本身是美股应税账户语境的产物）。这四颗**不改写后收进来**，按第五颗的决定整颗不收。
+  - **不进 · 要求产出或读取本地文件（§8.6 第 4、5 条）**：`china-xlsx-author`、`china-pptx-author`
+    （后者的 `Usage` 直接是 `python3 scripts/generate_a_share_ppt.py`）、`china-ppt-template-creator`、
+    `china-deck-refresh`、`china-audit-xls`、`china-ib-check-deck`、`china-clean-data-xls`、
+    `china-3-statement-model`（带 `## Excel Formatting (OpenPyXL / Office JS)` 与
+    `File named: …_3StatementModel_….xlsx` 的产出清单）、`china-lbo-model`（同一族的 Excel 结构）、
+    `china-model-update`、`china-roll-forward`。这十一颗的对象是一份工作簿或一份 deck：本插件的产出写在
+    最终答复里（§7 报告链路已删除），图表只走 `render_chart`（§6.1），没有 shell 能生成文件（§1.6）。
+  - **不进 · 不是本插件使用者的场景**：`china-gl-recon`、`china-accrual-schedule`（总账对账与计提计划，
+    会计作业口径）、`china-deal-screening`（一级市场标的筛选）。它们没有明显违规，留原文不改、不进清单。
+  - **整条线不进（另五条，共 32 颗）**：`investment-banking`（10：teaser / CIM / buyer list / datapack /
+    merger model / pitch deck …，交付物是并购文件）、`private-equity`（9：尽调清单、IC 备忘录、
+    回报与单元经济、投后监控）、`fund-admin`（6：净值对账、GL 对账、roll-forward）、
+    `wealth-management`（5：客户报告、理财规划、投顾建议书、组合再平衡——直接给配置动作与建议）、
+    `operations`（2：KYC 材料解析与规则）。理由合起来是三条：它们与规范根不在同一个 skills 根里、
+    交付物多是机构流程文件，以及财富管理那条线给的是配置建议。
+  - **`agent-plugins/*` 与 `mcp-servers/*` 更不是可选面**：前者是上游自己 vendored 的角色包副本
+    （上游规定不许直接编辑），后者是四份可运行的取数服务端（`server.py` + `requirements.txt` +
+    密钥配置形态）。本插件从不执行快照里的脚本（§8.6 第 4 条的口径：管的是正文，不是文件在不在盘上）。
+  - `test/selected-skills-provider.test.mjs` 用「skills 根目录 − 排除清单」派生本颗的可选清单，
+    `test/persona.test.mjs` 另把 `china-market-data` / `china-skill-creator` / `china-dcf-model` /
+    `china-idea-generation` 明确断为不进 catalog。
+- 复核方法：`git clone` 所钉 commit 后，只对**规范根**逐颗 `diff -r`：
+  `diff -r /tmp/upstream/vertical-plugins/china-finance/skills <快照>/vertical-plugins/china-finance/skills`
+  —— 差异只应是上面那 9 份 `SKILL.md`（28 段），其余 22 颗与另五条款线、`agent-plugins/`、`mcp-servers/`、
+  `LICENSE` 逐字节相同。注意 `agent-plugins/<角色>/skills/` 里有**同名副本**，对整个仓库跑 `diff -r`
+  会把它们一起列出来（本颗没动它们，列出来也不代表漂移）；`fund-admin` 那五颗同名 skill 内容更薄，
+  比对时按路径而不是按名字认。
+- Packaging: 这颗带 `.npmignore`，挡的是非运行内容：`agent-plugins/`（角色包里的 skill 副本）、
+  `managed-agent-cookbooks/` 与 `.codebuddy/`（它给别的宿主编排用的 agent 定义与团队材料）、
+  `scripts/`（上游的生成、校验与同步 python / shell）、`.claude-plugin/` 与 `.mcp.json`
+  （每条款线的 plugin manifest 与 MCP 接线）、根级 `README.md` / `CLAUDE.md` / `IFIND-INTEGRATION-PLAN.md`。
+  另有一条合规口径，不只是体积：**`mcp-servers/` 连发布包都不进**——四份能连付费数据接口的 python 服务端
+  与本仓排除券商执行面（`trading-skills` 的 `etoro`）是同一条线，凭据只进 credentials 域（§5）。
+  不进可选清单的正文（规范根的 22 颗、另五条款线的 32 颗）**随包保留**作为可审查材料，
+  照 InvestSkill 与 trading-skills 先例：provider 的 `list()` / `get()` 与 `/capital-skills/<name>.md`
+  旁路都按 catalog 闭集过滤，运行时读不到它们。
+  规则**只写裸名**：`test/packaging.test.mjs` 丢掉以 `/` 开头的规则、也不检查带内部斜杠的规则，
+  而目录规则按**任意路径段**匹配——所以这里绝不能出现 `skills/`（一条就会把六十三份正文全挡掉，
+  而 catalog 反查只会说"包里找不到 SKILL.md"）。
+  `package.json` 的 `files` 已登记 `selected-skills/claude-for-financial-services-cn`；随包的是 63 份
+  `SKILL.md`（规范根 31 + 另五条线 32）+ `LICENSE` + 本文件，净增 65 个文件，整包未压缩 3.49 → 3.98 MiB。
+- Maintenance snapshot (checked 2026-10-11): 15 次提交里 10 次落在 2026-06-08 与 06-09 两天，
+  此后三个月无动作，直到 2026-09-14 那一次修 AkShare 服务端返回空数组的 bug（也就是本 commit）。
+  831 stars、3 open issue，无 release / tag。因此标 `watchlist`：内容成体系、维护靠一次性的集中搬运，
+  与 `china-stock-research-skills`、`trading-skills` 同一口径，不是内容缺陷。
+  See [GitHub commit history](https://github.com/jwangkun/claude-for-financial-services-cn/commits/main/)。
+- Runtime status: `watchlist` / 默认关闭的显式实验。只有使用者在「插件」→ Capital Generation →「精选 Skills」
+  里逐格打开，它们才对**之后新建**的 Capital 根 Agent 可见；子 Agent 不继承，上游的 MCP 服务端与脚本从不执行。
+  能力标签全部复用既有词表（`a-share` 加各颗自己的 `earnings` / `valuation` / `risk` / `monitoring` /
+  `macro` / `competition` / `verification` / `business-analysis` / `filings` / `financial-health` / `cash-flow`），
+  本颗**没有新增标签**；`riskNote` 逐条写明两件事：评级、目标价与多空方向属于推演练习，
+  以及本插件取不到一致预期那一类字段。
+- Review status: 2026-11-08 复查上游、许可证与维护状态。这九颗按中国大陆卖方与机构研究惯例写
+  （中金 / 中信 / 华泰体例、申万与中信行业分类、CAS 科目、涨跌停与北向资金口径、A 股披露节奏），
+  与美股那三十多颗互为对照而**不通用**；五档评级与目标价那一套是本插件明确不提供的东西，
+  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。