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strategy-business-transition

strategy-business-transition

github.com/spikehonggOther18123 installsUpdated 33w ago
Repository

About strategy-business-transition

A research skill for analyzing how A-share companies transition from legacy businesses to new growth engines. It structures evidence, interpretation, and open questions, with attention to disclosures and transition progress.

Key features

  1. 01Build a business-change timeline
  2. 02Compare legacy and new businesses
  3. 03Track revenue, assets, and cash flow
  4. 04Score transition progress
  5. 05Separate facts from interpretation
  6. 06Cite key statements to sources

Use cases

  1. 01Assess a company's business pivot
  2. 02Check claims against company disclosures
  3. 03Identify drag from legacy assets or liabilities
  4. 04Prepare strategic conclusions and verification points

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/spikehongg/china-stock-research-skills --skill strategy-business-transition

After installing, type/strategy-business-transitionin Claude Code to confirm it loaded.

Bundled filesreferences/idc-transition-markers.mdreferences/transition-scorecard.md

Details

From the project README

Strategy Business Transition

Analyze how an A-share company moved from its old business model to its current one.

Non-Negotiable Rules

  • Separate Facts, Interpretation, and Open Questions.
  • Cite every key statement with an accessible link.
  • Prefer official disclosures and regulator sources over media.
  • Do not evaluate valuation, trading plan, or detailed order-quality math 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/company-disclosure-map.md
  • skills/shared/references/analysis-pattern-selector.md
  • skills/shared/references/language-output-standard.md
  • skills/strategy-business-transition/references/transition-scorecard.md
  • If the company is in a business-model transition, also load skills/shared/references/business-model-transition-overlay.md.
  • If the company is an IDC or AI-compute transition case, skills/shared/references/idc-heavy-asset-transition-overlay.md and skills/strategy-business-transition/references/idc-transition-markers.md are optional example overlays.

When to Use

  • Assess a company pivoting from legacy business to a new growth engine.
  • Test whether management's transformation narrative is supported by disclosures.
  • Identify remaining drag from old assets, old customers, or old liabilities.

Workflow

  1. Pull the prospectus, latest annual report, latest interim report, and recent major announcements.
  2. Build a timeline of business-model changes, capital allocation, financing actions, and project milestones.
  3. Identify the old business, the new business, and the overlap period.
  4. Measure whether revenue, gross profit, assets, and cash flow have migrated with the narrative.
  5. Score the transition using the transition scorecard.
  6. Output only strategic conclusions and verification points.

Required Output

  • 事实: business history, segment changes, capital allocation, asset changes, management statements
  • 解读: transition completion level, internal contradictions, likely bottlenecks
  • 待验证问题: what still needs verification and which source should answer it
  • Transition Radar: capability, customer mix, revenue quality, asset-light progress, cash conversion

Boundaries

  • Do not deep-dive project pipeline execution.
  • Do not calculate solvency scorecards here.
  • Do not produce target price or entry/exit advice.

Comments

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