industry-chain-mapper

name	industry-chain-mapper
description	This skill should be used when the user asks to '梳理一下XX产业链', '这个行业的上下游是什么', '哪个环节弹性最大', or when starting research on a new industry theme. Builds and maintains persistent industry-chain maps (upstream/midstream/downstream, key companies, market share, investment-elasticity ranking). Artifact-focused; complements the process-focused industry-chain-research skill.
version	1.0.0

Industry Chain Mapper

Build structured industry chain maps for investment research. Maps are persistent files that get updated over time, not rebuilt from scratch. (For the step-by-step research process/methodology, see the industry-chain-research skill; this skill focuses on producing and maintaining the map artifact.)

When to Use

• Starting research on a new industry chain
• Updating an existing chain map with new information
• Comparing companies within a chain to find the best investment target

Workflow

Step 1: Check Existing Maps

ls industry-chain-*.md

If a map already exists for this chain, READ it first and UPDATE rather than rebuild.

Step 2: Research the Chain

For a new chain, gather information via:

1. WebSearch: "{industry} 产业链 上游 中游 下游 2026"
2. WebSearch: "{industry} 产业链 龙头公司 市占率"
3. WebSearch: "{industry} 产业链图谱 研报"
4. Articles/reports the user has provided
5. Financials for key companies (via the financial-data-fetcher / tushare-data skills)

Step 3: Build/Update the Map

Save to industry-chain-{name}.md in your research notes directory.

Map Template

# {Industry Name} 产业链图谱

> 创建日期：{date}
> 最后更新：{date}
> 置信度：{X}%

## 产业链概览

{1-2 sentence description of the industry chain and why it matters for investment}

## 产业链结构

### 上游 — {upstream category name}
| 环节 | 代表公司 | 市占率/地位 | A股标的 | 投资弹性 |
|------|----------|-------------|---------|----------|
| {sub-segment} | {companies} | {share/position} | {stock code} | {high/medium/low} |

### 中游 — {midstream category name}
| 环节 | 代表公司 | 市占率/地位 | A股标的 | 投资弹性 |
|------|----------|-------------|---------|----------|
| {sub-segment} | {companies} | {share/position} | {stock code} | {high/medium/low} |

### 下游 — {downstream category name}
| 环节 | 代表公司 | 市占率/地位 | A股标的 | 投资弹性 |
|------|----------|-------------|---------|----------|
| {sub-segment} | {companies} | {share/position} | {stock code} | {high/medium/low} |

## 弹性排序

按投资弹性从大到小排列（结合市占率变化潜力、估值空间、催化剂）：

1. **{company}({code})** — {why highest elasticity}
2. **{company}({code})** — {reason}
3. ...

## 关键变量

影响这条产业链投资价值的核心变量：
1. {variable 1}: {current status} → {what to watch}
2. {variable 2}: {current status} → {what to watch}

## 产业链传导逻辑

{How does a change at one level propagate through the chain?}
{Which segment benefits most/least from a demand increase?}

## 更新日志

- {date}: {what was updated and why}

Rules

1. Maps are living documents — update, don't rebuild
2. Every company must have a stock code if it's A-share listed
3. Elasticity ranking must have logic — not just "this one is big so it's good"
4. Mark uncertainty — if market-share data is estimated or from a single source, say so
5. Link back to your research notes — after creating/updating a map, update the corresponding track in your notes