competitive-analysis

SKILL.md 节选

# competitive-analysis

## Purpose

Analyze **全球股票市场（美股/港股/A 股为主，兼顾其他市场）行业竞争格局**, mapping competitive dynamics for companies and industries across markets.

## Data Sources

Two Valuz connectors cover everything this skill needs:

- `valuz-stock` — 行情、财务、份额/指标数值数据 (quotes, financials, market-share and indicator figures).
- `valuz-search` — 财报、公告、研报、纪要、电话会检索 (earnings reports, filings, research, minutes, earnings calls).

Rule of thumb: 用 `valuz-stock` 取财务/份额数据，用 `valuz-search` 取定性资料。

**Symbol format (重要):** `valuz-stock` 用裸代码 (`AAPL` / `00700` / `600519`)；
`valuz-search` 用 `market:ticker` (`US:AAPL` / `HK:00700` / `SH:600519`)。

```text
industry_constituents(industry="...")           (valuz-stock) → 同行/竞争集 peer list
company_overview(symbol=...)                     (valuz-stock) → 业务描述、估值、市值
revenue_breakdown(symbol=..., period="annual")   (valuz-stock) → 营收/业务结构、份额拆分
income_statement(symbol=..., period="annual")    (valuz-stock) → 营收、毛利、净利
balance_sheet(symbol=..., period="annual")       (valuz-stock) → 资产、负债
company_shareholders(symbol=...)                 (valuz-stock) → 股东/控制权
reports_search(query=..., symbols=[...])         (valuz-search) → 卖方研报、竞争定性
conferences_search(query=..., symbols=[...])     (valuz-search) → 电话会、管理层口径
filings_search(query=..., symbols=[...])         (valuz-search) → 公告、招股书、分部披露
```

Tickers span markets — US (`AAPL` / `US:AAPL`), HK (`00700` / `HK:00700`),
A-share (`600519` / `SH:600519`), and others.

### Secondary Sources
- Annual / segment reports — detailed segment data (`filings_search` via `valuz-search`)
- Sell-side industry reports — analyst competitive analysis (`reports_search` via `valuz-search`)
- Earnings-call commentary — management framing of rivals (`conferences_search` via `valuz-search`)
- Market-share / revenue-mix data — `revenue_breakdown` via `valuz-stock`
- Industry associations — industry statistics

## Workflow

### Step 1: Map the Competitive Set

**Industry definition:**
```text
# Get full industry composition (cross-market peers) — valuz-stock 裸代码输出
industry_constituents(industry="spirits / liquor")
```

提示：`valuz-stock` 用裸代码 (`AAPL` / `00700` / `600519`)，`valuz-search` 用 `market:ticker` (`US:AAPL` / `HK:00700` / `SH:600519`)。

**Tier the competitors:**

| Tier | Description | Examples |
|------|-------------|---------|
| Tier 1 (龙头) | Market leaders, >10% share | {{SECTOR_LEADER}} ({{EXAMPLE_SECTOR}}) |
| Tier 2 (挑战者) | Strong #2-5, growing share | {{CHALLENGER_1}}, {{CHALLENGER_2}} |
| Tier 3 (跟随者) | Niche players, regional | {{NICH_PLAYER}} |
| Tier 4 (边缘) | Declining or niche | {{LOW_END_PLAYER}} |

Peer/competitor sets are cross-market — a leader in one market may compete with challengers listed elsewhere (US / HK / A-share / others).

### Step 2: Competitive Comparison Matrix

每家竞争者用 `company_overview` (valuz-stock) 取业务描述/估值/市值，
`income_statement` (valuz-stock) 取营收、毛利、净利，`revenue_breakdown`
(valuz-stock) 比业务结构与份额；控制权/股东差异用 `company_shareholders`
(valuz-stock)。全部传裸代码 (`AAPL` / `00700` / `600519`)。

**Core comparison table:**

| Company | Revenue | YoY | Gross Margin | Net Margin | ROE | Market Cap | PE (TTM) | Market Share |
|---------|---------|-----|-------------|------------|-----|-----------|----------|-------------|
| | | | | | | | | |

**Expand with competitive dimensions:**

| Dimension | Leader | Challenger 1 | Challenger 2 | Follower |
|-----------|--------|-------------|-------------|---------|
| 品牌力 (Brand) | | | | |
| 渠道能力 (Distribution) | | | | |
| 产品力 (Product quality) | | | | |
| 成本优势 (Cost advantage) | | | | |

SKILL.md 不止这些内容，安装后可阅读全文。

技能包内容

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