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industry-competition-moat

industry-competition-moat

github.com/spikehonggOther18135 installsUpdated 33w ago
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About industry-competition-moat

industry-competition-moat is a research skill for analyzing a company’s industry position and defensible economics. It uses public policy, statistics, procurement, and company disclosures to examine value-chain roles, peers, and value capture.

Key features

  1. 01Map the value chain and company position
  2. 02Validate industry claims with public sources
  3. 03Compare peer capacity, clients, and business models
  4. 04Analyze competitive structure and moat
  5. 05Rate value capture across chain links

Use cases

  1. 01Assess industry appeal and rivalry
  2. 02Compare listed peers and business models
  3. 03Test whether policy, qualifications, or switching costs form a moat

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/spikehongg/china-stock-research-skills --skill industry-competition-moat

After installing, type/industry-competition-moatin Claude Code to confirm it loaded.

Bundled filesreferences/idc-value-chain-and-peers.mdreferences/moat-grid.md

Details

From the project README

Industry Competition Moat

Place the company inside its real industry structure and test whether it has defensible economics.

Non-Negotiable Rules

  • Use public policy, statistics, procurement, and company disclosures to validate industry claims.
  • Separate company claims from third-party validation.
  • State which competitor comparison points are fact and which are inference.
  • Do not repeat detailed company financial scoring 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/analysis-pattern-selector.md
  • skills/shared/references/language-output-standard.md
  • skills/shared/references/sector-adaptation-checklist.md
  • skills/industry-competition-moat/references/moat-grid.md
  • If the company is in a policy-sensitive or asset-heavy sector, load the relevant shared overlay first.
  • If the company is an IDC or AI-compute infrastructure case, skills/shared/references/idc-heavy-asset-transition-overlay.md and skills/industry-competition-moat/references/idc-value-chain-and-peers.md are optional example overlays.

When to Use

  • Assess industry attractiveness and rivalry.
  • Compare the company with listed peers and alternative business models.
  • Test whether policy, capital, qualification, data, channel, or switching cost creates a moat.

Workflow

  1. Define the value chain and the company's exact position in it.
  2. Pull industry-policy and demand data from official sources.
  3. Select a source-backed peer set and compare capacity, clients, margins, and business model.
  4. Apply a moat grid and a five-forces style structure.
  5. Highlight where the company captures value and where it remains vulnerable.

Required Output

  • 事实: industry size, policy tailwind/headwind, peer positions, value-chain role
  • 解读: moat strength, structural advantage, likely pressure points
  • 待验证问题: missing peer metrics, uncertain supply additions, unclear regulation
  • Value Chain Map: each link labeled strong, medium, or weak capture ability

Boundaries

  • Do not run the company's order pipeline in detail.
  • Do not build the risk dashboard here.
  • Do not produce target price or trading plan.

Comments

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