mcpField
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business-decomposition-order-quality

business-decomposition-order-quality

github.com/spikehonggOther18136 installsUpdated 33w ago
Repository

About business-decomposition-order-quality

A research skill for evaluating growth driven by contracts and projects. It helps company analysts separate order announcements from delivery, recognized revenue, and cash collection, while identifying conversion and execution risks.

Key features

  1. 01Build project and order pipeline tables
  2. 02Compare orders with revenue and cash metrics
  3. 03Review cancellations and contract revisions
  4. 04Separate facts, analysis, and open questions

Use cases

  1. 01Assess whether a new business line has high-quality orders
  2. 02Review customer concentration and regional mix
  3. 03Evaluate delayed delivery and order cancellation risk

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/spikehongg/china-stock-research-skills --skill business-decomposition-order-quality

After installing, type/business-decomposition-order-qualityin Claude Code to confirm it loaded.

Bundled filesreferences/idc-order-ledger-guide.mdreferences/order-quality-checklist.md

Details

From the project README

Business Decomposition Order Quality

Dissect the company's growth engine and test the quality of its orders.

Non-Negotiable Rules

  • Attach an accessible source link to every major contract, order, customer, region, and product claim.
  • Distinguish signed orders, in-hand backlog, delivered revenue, and collected cash.
  • Mark unsupported customer or pricing claims as open questions.
  • Do not do final valuation here.
  • Default every intermediate and final output to Simplified Chinese unless the user explicitly requests another language.

Read First

  • skills/shared/references/source-registry.md
  • skills/shared/references/citation-standard.md
  • skills/shared/references/financial-kpi-dictionary.md
  • skills/shared/references/analysis-pattern-selector.md
  • skills/shared/references/language-output-standard.md
  • skills/business-decomposition-order-quality/references/order-quality-checklist.md
  • If the company is project or order-driven, also load skills/shared/references/project-order-business-overlay.md.
  • If the company is an IDC or AI-compute project case, skills/shared/references/idc-heavy-asset-transition-overlay.md and skills/business-decomposition-order-quality/references/idc-order-ledger-guide.md are optional example overlays.

When to Use

  • Analyze contract-driven or project-driven growth.
  • Test whether a new growth business is high quality or just high headline revenue.
  • Review customer concentration, order cancellation, delayed execution, and region mix.

Workflow

  1. Collect all major order announcements and recent reports.
  2. Build a table of products, projects, customers, regions, contract value, term, delivery stage, and revenue-recognition method.
  3. Compare order growth with revenue growth, gross margin, receivables, contract assets, and cash collection.
  4. Review project changes, cancellations, and contract revisions for signal value.
  5. Summarize which growth is recurring, which is one-off, and which may not convert.

Required Output

  • 事实: segment mix, customer mix, project list, order pipeline, revenue-recognition method
  • 解读: order quality, concentration risk, execution risk, delivery visibility
  • 待验证问题: unknown pricing, milestone schedule, payment terms, or customer dependence
  • Pipeline Table: order amount, stage, expected conversion, source
  • Use skills/shared/templates/idc-project-ledger.md only for IDC or operator-facing project portfolios.

Boundaries

  • Do not do a full solvency diagnosis.
  • Do not build the final industry moat conclusion.
  • Do not issue buy/sell recommendations.

Comments

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