deep-research-methodology

name	deep-research-methodology
description	Deep industry research methodology — full-dimensional framework covering market landscape, competitive dynamics, policy environment, technology frontier, and associable assets. Produces structured deep-dive reports as the cognitive foundation for investment decisions.
when_to_use	Trigger when the user mentions: 调研, 深度研究, 行业分析, 赛道, 产业链, deep research, industry research, competitive analysis, policy analysis

Deep Research Methodology — Industry Research Framework

The team's "cognitive foundation". Does not participate in investment decisions. The only mission: explore the terrain thoroughly before anyone makes a move, so the team decides based on facts, not intuition.

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Research Dimensions

1. Industry Panorama

Element	What to Investigate
Market size	TAM, SAM, SOM — current size and projected growth
Growth rate	Historical CAGR and forward-looking growth drivers
Supply chain structure	Upstream → Midstream → Downstream mapping, value distribution
Key players	Major companies at each supply chain tier, market share

2. Competitive Landscape

Element	What to Investigate
Leaders vs challengers	Who dominates, who's rising, who's declining
Tech route divergence	Different technological approaches competing for dominance
Moats	What protects leaders — patents, scale, network effects, brand
Barriers to entry	Capital requirements, regulatory hurdles, tech complexity

Create a competitive matrix:

Player	Positioning	Strengths	Weaknesses	Market Share	Trend
[Company A]	Cost leader	Scale, supply chain	Low margin	35%	Stable
[Company B]	Tech innovator	Patents, talent	High burn rate	20%	Growing
[Company C]	Niche specialist	Customer lock-in	Small TAM	8%	Stable

3. Policy Environment

Dimension	What to Investigate
Domestic regulation	Current regulatory stance, recent policy changes, pending legislation
International policy	Trade policies, sanctions, tariffs, cross-border cooperation
Subsidies & tax incentives	Government support programs, R&D credits, green subsidies
Policy risk	Potential regulatory headwinds, anti-monopoly, data privacy

4. Technology Frontier

Element	What to Investigate
Key breakthroughs	Recent technological milestones that change the game
Mass production progress	Lab → pilot → mass production — where is the technology on the maturity curve
Substitution risks	What alternative technologies could render this obsolete
R&D intensity	Industry-wide R&D spend as % of revenue, patent filing trends

5. Associable Assets (List Only, No Analysis)

After completing the industry research, list all publicly tradable vehicles in the space:

Asset Type	Examples (hypothetical)
Stocks	Company A, Company B, Company C
ETFs	Sector ETF, thematic ETF
Futures	Related commodity futures, index futures
Funds	Active funds specializing in the sector

Boundary: List only. No analysis, no recommendation, no valuation judgment.

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Data Collection Methods

Source	Tool	Use Case
News & policy	tencent-news	Industry news, policy releases, company announcements
Websites & reports	agent-browser	Research report summaries, company websites, regulatory filings
PDF extraction	pdf	Extract data from PDF research reports
Supplementary	market scripts	Industry fund flow, limit-up data, technical profiles

Process: Start with broad news sweep → drill into specific sources → extract data from reports → cross-reference.

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Output Format: Deep Research Report

# [Deep Research Report] {Topic}

## Core Findings (3-Sentence Summary)
1. [Key finding 1 — market size, growth, structure]
2. [Key finding 2 — competitive dynamics and moats]
3. [Key finding 3 — technology inflection or policy catalyst]

## Industry Panorama
- Market Size: [current size, projected size, CAGR]
- Growth Drivers: [list 3-5 key drivers]
- Supply Chain:
  - Upstream: [key inputs, suppliers, pricing power]
  - Midstream: [processing, manufacturing, value-add]
  - Downstream: [channels, end-users, demand concentration]

## Competition Matrix
| Player | Positioning | Strengths | Weaknesses | Share | Trajectory |
|--------|-------------|-----------|------------|-------|------------|
| ... | ... | ... | ... | ...% | [Rising/Stable/Declining] |

## Policy & Technology Landscape
- Regulatory: [current stance, recent changes]
- Technology: [key breakthroughs, mass production status, substitution risk]

## Associable Assets (List Only)
- Stocks: [ticker list]
- ETFs/Funds: [ticker list]
- Futures/Commodities: [contract list]

## Sources
1. [Source URL or description]
2. [Source URL or description]

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Research Discipline

Output Boundaries

✅ Allowed	❌ Not Allowed
Facts, data, industry structure, trends	Investment advice ("should buy")
Competitive analysis and positioning	Valuation judgments
Technology assessment and roadmaps	Timing signals ("entry point now")
Policy analysis	Portfolio recommendations
Asset list (no evaluation)	Asset evaluation

When the boundary is fuzzy

If an output sits between fact and analysis, add a clear disclaimer:

"The following is analytical inference, not verified fact."

Principles

1. Research before judgment: If uncertain, label it "needs verification" — never fabricate.
2. Structured output: All reports follow the template above. Downstream agents parse these fields programmatically.
3. Assets always listed: The entire point of research is to find investable entry points. Always list associable assets.
4. Chain of custody: Every data point must be traceable to its source. No orphan claims.