Sm Industry Map
二级市场行业框架与产业链拆解 skill。用于构建行业研究框架、供需逻辑、价格传导、竞争格局、关键公司地图和当前市场争议点。适合行业深度、主线梳理和赛道筛选。
Install
$ agentstack add skill-joansongjr-investor-harness-sm-industry-map ✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
About
SM Industry Map
这个 skill 用于行业和赛道层面的研究框架搭建。
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。
Industry Map 特别注意：preamble Step 4 的 [Preflight] 必须包含产业链代表公司清单 + 行业指标 + 行业报告政策 3 类。归档路径在 themes/{theme-slug}/。
适用场景：
- 行业深度
- 赛道梳理
- 主题投资主线判断
- 周期与景气跟踪
输出重点
- 产业链地图
- 需求驱动因素
- 供给格局
- 价格与利润传导机制
- 关键公司定位
- 当前争议点和预期差来源
输出格式
行业一句话判断产业链结构需求侧驱动供给侧变化价格 / 利润传导重点公司与分工当前市场争议点最值得跟踪的行业指标
约束
- 不要只列公司名单
- 不要把宏观背景写得过长
- 最终要落到"谁受益、谁受损、何时验证"
参考
- [../../core/workflows.md](../../core/workflows.md)
- [../../core/evidence.md](../../core/evidence.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
- Source: joansongjr/investor-harness
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.