Wayne-s-Skill

独立主控底盘型成长股正式研究；用私有 modules、多角色/subagent、中间产物、进攻型市场重定价主线、行业经济性与蛋糕分配、竞争/客户验证链、中期进攻 QA、终审事实 QA 和投资人写作，完整覆盖旧业务底盘、第二成长曲线、TAM/SAM/SOM、平台复用、承接动作、利润桥、跟踪体系、证据边界、三表/FCF 建模接力输入和估值接力输入。Use when 用户需要深度分析 A 股制造业、AI算力、数据中心、新能源、机器人、先进制造、半导体设备/材料等底盘型成长公司，判断旧业务托底、行业经济性拐点、新业务抬天花板、公司份额提升、平台能力复用、竞争客户验证、利润中枢上移、预期差和证伪路径，并产出正式深度报告而非摘要。

独立主控供应链平台型成长股正式研究；用私有 modules、多角色/subagent、中间产物、进攻型市场交易变量、技术路线到价值量、原材料价格链、竞争/客户认证链、产能升级、订单经营验证、利润天花板、跟踪体系、两轮 QA 和投资人写作，完整覆盖 AI 算力、数据中心、新能源、机器人、先进封装、半导体设备/材料等供应链公司研究。Use when 用户需要深度分析供应链公司，判断身份切换、订单放量、技术路线升级、利润中枢上移、天花板抬升、市场预期差和证伪路径，并产出正式深度报告而非摘要。

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

DCF-only valuation workflow orchestrator for equity research. Use when the user asks for DCF估值, DCF闭环, intrinsic value, Formal DCF, Scenario DCF, Reverse DCF, or wants a one-pass workflow that first prepares financial-modeling DCF-ready inputs and then runs dcf-model outputs. This skill coordinates financial-modeling to dcf-model for DCF deliverables only.

Build integrated financial models with 3-statement projections, DCF-ready UFCF bridges, working-capital schedules, and debt/interest linkages. Use for income statement, balance sheet, cash flow, and DCF input preparation. Scope is three-statement and DCF-ready modeling; PEG-ready packages are handled by growth-stock-valuation.

成长股 PEG/动态 PE 估值 skill；用于成长股、供应链平台股、产业链龙头的 PEG、动态 PE、复合 PEG、目标市值、目标价、一致预期差、当前市值隐含预期、估值年份切换和证伪点分析。目标市值默认使用自有正常/乐观利润锚，一致预期只作市场对照；范围限定为 PEG/动态 PE 成长定价。若用户要求 bottom-up/算小账/分业务利润桥与 PEG 并列对照，使用共享 catalyst precheck、独立 PEG subagent、独立 bottom-up subagent 和并列模块，防止估值与利润计算互相污染。

Sync local Codex skills from ~/.codex/skills into a GitHub skills repository, update README, commit, and optionally push.

Build, migrate, inspect, and operate the local Feishu-to-Codex research bridge: Feishu bot messages create queued research tasks, a serialized worker runs Codex with research skills, final reports are converted to PDF or Drive links, and results are sent back to a Feishu group. Use when the user mentions 飞书/Codex 桥梁, 飞书投研队列, lark-cli event consume, /投研, queue worker, report delivery to Feishu, or migrating this bridge to another repository.

个股持续研究、领先变量识别与催化剂因果推演；在已有产业链、成长股、供应链平台或估值研究基础上，先建立标的专属 Driver Map 和利润传导链，再跟踪客户、订单、原材料、价格、技术路线、产能、同行、财报、预期修正和定价状态等增量证据，判断哪些领先变量会迫使市场未来修改利润锚、估值锚或证伪逻辑；按 Quick/Standard/Deep 分层使用 subagent，默认 Standard 只保留领先变量、财报传导和反方审查，Deep 才完整多角色取证。Use when 用户要求持续研究股票、跟踪爆点、审核新闻/公告/财报/产业变量是否强化逻辑、寻找未被市场充分定价的催化、判断原材料涨价是否收益传导、判断高位是否仍有新势能、识别高潮退潮或证伪，尤其适用于 A股/港股/美股成长股、AI算力、数据中心、新能源、机器人、半导体、先进制造供应链公司。

Operate and reproduce the user's L2 ETF strategy package. Use when the user asks about L2 ETF, TRD_K20_ADV50M_NoKCB, quarterly ETF rebalancing, ETF picks/trades, live ETF holdings, NAV logs, or reproducing the ETF backtest/experiment evidence from the 2026-06-10 package.

强约束 Agentic 行业产业链深度研究；真实 subagent 优先，分角色证据收集、模块手册、子环节拆分、数据表沉淀、章节草稿、反查反证、反方审查、报告汇总、主笔重构和完整行业深度报告，用于 A 股/港股/美股行业、赛道、产业链或细分环节正式研究，防止摘要化、只说好话、终稿过薄、模块拼接和普通投资人读不懂。

Convert one or more Markdown reports into a polished HTML/CSS research-report PDF. Use when the user asks for Markdown -> HTML/CSS -> PDF, md to pdf, markdown report PDF, 投研报告 PDF, 研报排版导出, or wants a reusable report export workflow with Chinese typography, tables, print CSS, and PDF verification.

投研报告出版审校与对外口径清理；用于正式 PDF/Markdown/HTML 报告导出前后，扫描并清除导出痕迹、skill/subagent/任务名/工具名、终稿自述、提示词残留、内部审稿语言和过度教学化表达；可只列问题，也可在不改变事实和结论的前提下润色为正式研报正文。

Chinese financial data access using AkShare library. Fetch real-time and historical data for A-shares, Hong Kong stocks, US stocks, futures, funds, and macroeconomic indicators. Use when user requests Chinese market data, stock prices, market analysis, or financial information from Chinese exchanges. Supports stock quotes, historical data, futures market data, fund information, macroeconomic indicators, and real-time market updates.

将金融研报、股票研究、行业分析、财报解读、投资复盘和估值框架改写成小红书长文本笔记。适用于非种草、非带货、非标题党风格，强调信息密度、证据链、事实/推断/假设分层、风险和证伪点保留。Use when the user asks for 金融研报小红书、投研小红书长文、股票分析笔记、行业研究改写、财报解读小红书、非种草风格XHS长文本。

Query Tonghuashun Wencai with the `pywencai` Python package for Chinese-market screening, ranking, and tabular result retrieval. Use when Codex needs to execute or explain a natural-language Wencai request such as A-share stock screening, concept or industry ranking, valuation or financial-factor filtering, limit-up or turnover queries, export Wencai results, or summarize the returned table. Trigger when the user mentions "问财", "同花顺问财", or `pywencai`, or asks to turn a Chinese stock screener prompt into executable code or structured output.

研究城商行、农商行等地方商业银行股的利润桥、资产质量、区域beta、债券投资、分红与预期差。