# Sm Company Deepdive

> 二级市场公司深度研究 skill。用于拆解公司商业模式、收入利润驱动、产业链位置、竞争壁垒、关键客户、财务弹性和未来三个月跟踪指标。适合覆盖启动、公司更新和财报前准备。

- **Type:** Skill
- **Install:** `agentstack add skill-joansongjr-investor-harness-sm-company-deepdive`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [joansongjr](https://agentstack.voostack.com/s/joansongjr)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [joansongjr](https://github.com/joansongjr)
- **Source:** https://github.com/joansongjr/investor-harness/tree/main/skills/sm-company-deepdive

## Install

```sh
agentstack add skill-joansongjr-investor-harness-sm-company-deepdive
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# SM Company Deepdive

这个 skill 用于公司层面的深度研究，不写空泛概述，要尽量回答"为什么是这家公司，而不是别人"。

## 强制流程（v0.3 硬约束）

> ⛔ **任何分析输出之前**，必须严格执行 [`../../core/preamble.md`](../../core/preamble.md) 的 5 步开始前流程
>
> ⛔ **任何输出完成之前**，必须严格执行 [`../../core/postamble.md`](../../core/postamble.md) 的 6 步结束后流程
>
> 输出归档按 [`../../core/output-archive.md`](../../core/output-archive.md) 命名规范
> 输出验收按 [`../../core/acceptance.md`](../../core/acceptance.md) 清单逐条自检
>
> **跳过任何一环视为未完成任务。**

Company Deepdive 是最吃数据的 skill，缺数据时**严禁**开始输出结论。如果 preamble 拿不到关键数据（最近一期财报、股东、可比公司），必须走兜底协议让用户贴材料。

适用场景：

- 覆盖启动
- 公司更新
- 财报前准备
- 可比公司比较

## 必答问题

- 公司在产业链里的位置是什么
- 收入增长靠什么驱动
- 利润弹性来自哪里
- 市场当前为什么关注它
- 与同行相比真正不同的地方是什么
- 下一个验证节点是什么

## 输出格式

- `公司定位`
- `业务拆分`
- `收入驱动`
- `利润驱动`
- `核心竞争力 / 风险点`
- `市场关注焦点`
- `与可比公司的关键差异`
- `未来三个月跟踪指标`
- `仍需补的资料`

## 约束

- 没有证据时，不要假设客户、订单或份额变化
- 避免把管理层表述直接当成事实
- 优先突出影响盈利和估值的变量
- 关键事实必须带完整中文证据等级（公开事实 / 财报披露 / 市场共识 / 合理推演 / 待核验假设）

## 参考

- [../../core/evidence.md](../../core/evidence.md)
- [../../core/compliance.md](../../core/compliance.md)
- [../../core/templates.md](../../core/templates.md)
- [../../core/adapters.md](../../core/adapters.md)
- [../../core/markets.md](../../core/markets.md)

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [joansongjr](https://github.com/joansongjr)
- **Source:** [joansongjr/investor-harness](https://github.com/joansongjr/investor-harness)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-joansongjr-investor-harness-sm-company-deepdive
- Seller: https://agentstack.voostack.com/s/joansongjr
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.