# Industry Competition Moat

> Analyze the industry structure, competition, supply-demand balance, and moat of an A-share company. Use this skill when testing whether a company's growth can be sustained, whether its claimed differentiation is real, and which external industry forces could compress returns. All outputs must include accessible source links.

- **Type:** Skill
- **Install:** `agentstack add skill-spikehongg-china-stock-research-skills-industry-competition-moat`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [spikeHongg](https://agentstack.voostack.com/s/spikehongg)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [spikeHongg](https://github.com/spikeHongg)
- **Source:** https://github.com/spikeHongg/china-stock-research-skills/tree/main/skills/industry-competition-moat

## Install

```sh
agentstack add skill-spikehongg-china-stock-research-skills-industry-competition-moat
```

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

## About

# 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.

## Source & license

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

- **Author:** [spikeHongg](https://github.com/spikeHongg)
- **Source:** [spikeHongg/china-stock-research-skills](https://github.com/spikeHongg/china-stock-research-skills)
- **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-spikehongg-china-stock-research-skills-industry-competition-moat
- Seller: https://agentstack.voostack.com/s/spikehongg
- Browse the marketplace: https://agentstack.voostack.com/browse

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