Skill Positioning
This skill is intended forprofessional researchers, providing comprehensive in-depth analysis of listed companies. By invoking gildata-aidata professional financial data services and asset-service enterprise business registration query tools, it systematically analyzes a company's investment value from seven dimensions and generates institutional-grade in-depth research reports.
Core Advantages：
- ✅ gildata-aidata professional data source: All financial data, valuation data, and consensus forecasts are preferentially obtained through the gildata-aidata service
- ✅ Systematic analysis framework: Covers seven dimensions: financials, business, industry, valuation, risk, management, and policy
- ✅ In-depth logical reasoning: Not only lists data, but also focuses on the business logic and investment value behind the data
- ✅ Structured output: Standardized Markdown format reports, displaying the complete content directly in the conversation
Output Format：
- By default, generates a structured Markdown format report
- The report content is displayed directly in the conversation, with no need to send files
- If the user explicitly requests a Word document, it can be handled separately
Trigger Scenarios
This skill should be triggered when the user expresses any of the following:
| User Expression | Trigger Type |
|---|---|
| "analyze XX company" | Targeted analysis |
| "do in-depth research on XX company" | Targeted analysis |
| "research the investment value of XX company" | Targeted analysis |
| "XX company in-depth analysis" | Targeted analysis |
| "XX company comprehensive analysis" | Targeted analysis |
| "help me do in-depth research on XX company" | Targeted analysis |
| "XX company investment value analysis" | Targeted analysis |
Note: The user only needs to mention the company name + keywords such as analysis/research/investment value, and this skill should be triggered.
Execution Process
Step 1: Obtain core company data
1.1 Extract company name/stock code
Identify the target listed company from the user input:
- Company full name/abbreviation (e.g., "Wuliangye", "Moutai")
- Stock code (e.g., "000858", "600519")
1.2 Obtain core data through gildata-aidata
Core principle: All financial data, valuation data, consensus forecasts, and institutional ratings are preferentially obtained through the gildata-aidata service.
| Data Category | gildata-aidata Tool | query Parameter Example |
|---|---|---|
| Financial statements | FinancialStatement |
"{company name} 2024 2025 2026 annual report income statement balance sheet cash flow statement" |
| Financial analysis indicators | FinancialAnalysis |
"{company name} 2024 2025 gross margin net margin ROE ROIC debt-to-asset ratio turnover ratio" |
| Main business composition | MainOperIncData |
"{Company Name} 2024 2025 by product by industry by region revenue cost gross margin" |
| Consensus Estimates | ConsensusExpectation |
"{Company Name} 2024 2025 2026 revenue net profit EPS consensus estimates" |
| Valuation Data | StockValueAnalysis |
"{Company Name} PE PB PS EV dividend yield" |
| Institutional Ratings | InstitutionalRating |
"{Company Name} institutional ratings rating score" |
| Earnings Review Reference | AShareFinancialReportReview |
"{Company Name} 2024 2025 annual report earnings review" |
Hong Kong Stock Companies: use HKFinancialStatement、HKStockValueAnalysis、HKMainOperIncData , etc.
US Stock Companies: use USFinancialStatement、USValuationMetrics、USFinancialAnalysis , etc.
1.3 Obtain supplementary information via web_search
For information that gildata-aidata cannot cover:
- Basic company information (founding time, employee size, headquarters location, etc.)
- Latest major news, management changes, strategic adjustments
- Industry policies, changes in the competitive landscape
web_search --query "{公司名称} 公司简介 主营业务 行业地位 2025 2026" --numResults 10
web_search --query "{公司名称} 最新新闻 战略调整 管理层变动" --numResults 10
web_search --query "{行业名称} 行业政策 竞争格局 2025 2026" --numResults 10
Step 2: Financial Analysis (based on gildata-aidata data)
Analyze the following core indicators (most recent 3 years + latest period):
| Indicator Category | Specific Indicators | Analysis Points |
|---|---|---|
| Growth | Revenue growth rate, net profit growth rate, non-recurring net profit growth rate | Growth drivers, changes in growth trends |
| Profitability | Gross margin, net margin, ROE, ROIC | Profit quality, cost control capability, capital return efficiency |
| Operating Capability | Accounts receivable turnover ratio, inventory turnover ratio, total asset turnover ratio | Operating efficiency, asset utilization efficiency |
| Solvency | Asset-liability ratio, current ratio, quick ratio, interest coverage ratio | Financial risk, debt repayment pressure |
| Cash Flow | Net operating cash flow, free cash flow, cash flow/net profit ratio | Profit quality, cash flow health |
Output Requirements：
- Use tables to present core financial data
- Explain the reasons for data changes in the context of the business
- Identify financial anomalies or highlights
Step 3: Business and Industry Analysis
3.1 Business Structure Analysis
- Main business revenue composition (by product/region/channel) →
MainOperIncData - Core products/services and competitive advantages
- Concentration of major customers and suppliers
- Production capacity and utilization
- R&D investment and core technologies
3.2 Industry Position Analysis
- Market share and ranking
- Major competitors
- Industry concentration (CR3/CR5)
- The company's position in the industry chain (upstream/midstream/downstream)
- Industry life cycle stage
3.3 Competitive Barrier Analysis
- Brand barriers
- Technological barriers
- Economies of scale
- Channel advantages
- Switching costs
Step 4: Valuation and Consensus Estimates Analysis
4.1 Valuation Level Analysis
Use StockValueAnalysis to obtain current valuation data:
- PE(TTM)、PB、PS、PEG、EV/EBITDA
- Comparison with historical valuation percentiles (past 3 years/5 years/10 years)
- Valuation comparison with peer companies
4.2 Consensus Expectations Analysis
Use ConsensusExpectation to obtain institutional consensus expectations:
- Revenue, net profit, and EPS forecasts for the next 2-3 years
- Institutional rating distribution (Buy/Overweight/Neutral/Underweight)
- Target price range
4.3 Valuation Reasonableness Assessment
- Whether the current valuation reflects fundamentals
- Match between expected growth rate and valuation (PEG analysis)
- Impact of catalysts and risk points on valuation
Step 5: Risk Analysis
5.1 Financial Risk
- Abnormal growth in accounts receivable/inventory
- Deterioration in cash flow
- Interest-bearing debt pressure
- Goodwill impairment risk
5.2 Operational Risk
- Price cuts or sales declines for core products
- Loss of major customers
- Overcapacity or bottlenecks
- Pressure from rising costs
5.3 Industry and Policy Risk
- Cyclical industry downturn
- Changes in policy and regulation
- Technology substitution risk
- International trade friction
Step 6: Management and Corporate Governance Analysis
- Background and stability of core management
- Equity structure and actual controller
- Incentive mechanisms (equity incentives, employee stock ownership)
- Historical fulfillment of commitments
- ESG performance (if applicable)
Step 7: Generate In-Depth Analysis Report
7.1 Organize Content Structure
Organize the report content according to the [Report Structure Template] below.
7.2 Format Output
- Use Markdown heading levels (#, ##, ###) to organize sections
- Use tables to present financial data and comparative information
- Use lists to present key points and risk warnings
- Ensure clear logic and well-structured hierarchy
- Label the source and reporting period for all data
7.3 Output Report
Present the complete structured report directly in the conversation; no need to send a file.
Report Structure Template
# 📊 {公司名称} 深度分析报告
**分析日期**：YYYY 年 MM 月 DD 日
**股票代码**：{代码}.SH/.SZ/.HK
**所属行业**：{行业分类}
**报告类型**：公司深度研究
---
## 一、核心观点
### 1.1 投资逻辑
[提炼 2-3 条核心投资逻辑，简明扼要]
### 1.2 关键假设
[列出支撑投资逻辑的核心假设]
### 1.3 主要风险
[列出 3-5 个核心风险点]
---
## 二、公司概况
### 2.1 基本信息
| 项目 | 内容 |
|------|------|
| 公司全称 | [全称] |
| 股票代码 | [代码] |
| 上市时间 | [年份] |
| 法定代表人 | [姓名] |
| 总部地点 | [城市] |
| 员工规模 | [人数] |
| 总市值 | [亿元] |
### 2.2 主营业务
[描述公司主营业务、核心产品/服务、应用场景、商业模式]
### 2.3 发展历程与战略演进
[简述公司发展关键节点、战略转型历程]
---
## 三、财务分析
### 3.1 核心财务数据
| 财务指标 | 2023 年 | 2024 年 | 2025 年 | 2026Q1 |
|----------|--------|--------|--------|--------|
| 营业收入（亿元） | | | | |
| 营收增速（%） | | | | |
| 归母净利润（亿元） | | | | |
| 净利润增速（%） | | | | |
| 毛利率（%） | | | | |
| 净利率（%） | | | | |
| ROE（%） | | | | |
| 资产负债率（%） | | | | |
| 经营性现金流（亿元） | | | | |
*数据来源：gildata-aidata FinancialStatement/FinancialAnalysis*
### 3.2 财务分析要点
**成长性分析**：
[分析营收和净利润增长趋势，识别增长驱动因素]
**盈利能力分析**：
[分析毛利率、净利率、ROE 变化趋势及原因，评估盈利质量]
**营运能力分析**：
[分析应收账款、存货周转情况，评估运营效率]
**偿债能力分析**：
[分析资产负债率、流动比率等指标，评估财务风险]
**现金流分析**：
[分析经营性现金流与净利润匹配度，评估盈利含金量]
---
## 四、业务与行业分析
### 4.1 业务结构
| 业务板块 | 营收占比 | 毛利率 | 增速 | 核心产品/服务 |
|----------|----------|--------|------|---------------|
| [业务 1] | % | % | % | [产品] |
| [业务 2] | % | % | % | [产品] |
| [业务 3] | % | % | % | [产品] |
*数据来源：gildata-aidata MainOperIncData*
### 4.2 行业格局
[分析行业市场规模、增速、生命周期、竞争格局、公司市占率]
### 4.3 核心竞争壁垒
1. **[壁垒 1]**：[具体描述]
2. **[壁垒 2]**：[具体描述]
3. **[壁垒 3]**：[具体描述]
### 4.4 成长驱动因素
[分析未来 2-3 年公司业绩增长的核心驱动力]
---
## 五、估值与一致预期
### 5.1 估值水平
| 估值指标 | 当前值 | 历史中位数 | 同业中位数 | 评价 |
|----------|--------|------------|------------|------|
| PE(TTM) | | | | [高/中/低] |
| PB | | | | [高/中/低] |
| PS | | | | [高/中/低] |
| PEG | | | | [合理/偏高/偏低] |
| EV/EBITDA | | | | [高/中/低] |
*数据来源：gildata-aidata StockValueAnalysis*
### 5.2 一致预期
| 指标 | 2025E | 2026E | 2027E |
|------|-------|-------|-------|
| 营收（亿元） | | | |
| 净利润（亿元） | | | |
| EPS（元） | | | |
| PE（倍） | | | |
*数据来源：gildata-aidata ConsensusExpectation*
### 5.3 估值合理性判断
[结合基本面、成长性、同业对比，判断当前估值是否合理]
---
## 六、风险分析
### 6.1 财务风险
1. [风险描述]：[影响程度及应对]
2. [风险描述]：[影响程度及应对]
### 6.2 经营风险
1. [风险描述]：[影响程度及应对]
2. [风险描述]：[影响程度及应对]
### 6.3 行业与政策风险
1. [风险描述]：[影响程度及应对]
2. [风险描述]：[影响程度及应对]
---
## 七、管理层与公司治理
### 7.1 核心管理层
[介绍董事长、总经理等核心管理层背景、任职时间、战略眼光]
### 7.2 股权结构
[描述实际控制人、前十大股东、股权集中度]
### 7.3 激励机制
[描述股权激励、员工持股计划等，评估激励效果]
### 7.4 ESG 表现（如适用）
[简要评价环境、社会、治理表现]
---
## 八、投资建议与结论
### 8.1 核心结论
[总结公司投资价值、核心逻辑、关键假设]
### 8.2 投资评级
- **评级**：[买入/增持/中性/减持/卖出]
- **目标价**：[元]（如适用）
- **投资周期**：[6-12 个月/1-3 年]
### 8.3 催化剂与风险点
**催化剂**：
1. [催化事件 1]
2. [催化事件 2]
**核心风险**：
1. [风险 1]
2. [风险 2]
---
> **免责声明**：本报告基于公开信息分析生成，仅供参考，不构成投资建议。市场有风险，投资需谨慎。
> **数据来源**：财务及估值数据优先来源于 gildata-aidata 专业服务，其他信息来源于公开渠道。
Special Scenario Handling
Scenario 1: The user does not provide a company name
When the user only says "in-depth analysis" but does not specify a company:
- Proactively ask the user which listed company they need analyzed
- Can provide recently popular companies or companies in the user's holdings for reference
Scenario 2: Limited company information (recently listed/small-cap)
When the target company is a recently listed or small-cap company with limited public information:
- Mark "limited information" in the report
- Rely mainly on the prospectus and the latest financial reports
- Add an "Information Acquisition Suggestions" section
- Reduce the depth of analysis and focus on verifiable core indicators
Scenario 3: Cross-industry company
When the target company's business spans multiple industries:
- Analyze each business segment separately
- Select comparable companies for each business segment
- Use the sum-of-the-parts valuation method (SOTP) for valuation analysis
Scenario 4: Hong Kong/US listed company
When the target company is listed in Hong Kong or the US:
- Adjust the units of financial indicators (RMB/USD/HKD)
- Select comparable companies in the corresponding market
- Note the differences in disclosure requirements across different markets
- Use the corresponding Hong Kong stock/US stock gildata-aidata tools
Tool Usage Instructions
| Tool | Purpose | Call Example |
|---|---|---|
| finx gildata-aidata | Core Data Source, to obtain financial statements, financial analysis indicators, main business composition, valuation, consensus estimates, etc. | finx gildata-aidata FinancialStatement --body '{"query": "{公司名} 2024 2025 年报 利润表"}' |
web_search |
Supplementary queries, used for basic company information, latest news, industry policies, etc. | web_search --query "{公司名} 公司简介 主营业务 行业地位" --numResults 10 |
web_fetch |
Obtain webpage details (announcements, research reports) | web_fetch --url "网址" |
Important Principles：
- All financial data, valuation data, and consensus estimate queries must prioritize the gildata-aidata service
- If gildata-aidata data is incomplete, web_search queries may be used as a supplement
- Data source priority: gildata-aidata > company announcements > brokerage research reports > financial news
gildata-aidata Tool Calling Guide
Common Query Templates for A-share Companies
# 财务报表（三大表）
finx gildata-aidata FinancialStatement --body '{"query": "{公司名} 2024 2025 2026 年报 利润表 资产负债表 现金流量表"}'
# 财务分析指标
finx gildata-aidata FinancialAnalysis --body '{"query": "{公司名} 2024 2025 毛利率 净利率 ROE ROIC 资产负债率 应收账款周转率 存货周转率"}'
# 主营构成
finx gildata-aidata MainOperIncData --body '{"query": "{公司名} 2024 2025 分产品 分行业 分地区 收入 成本 毛利率"}'
# 一致预期
finx gildata-aidata ConsensusExpectation --body '{"query": "{公司名} 2024 2025 2026 营收 净利润 EPS 一致预期"}'
# 估值数据
finx gildata-aidata StockValueAnalysis --body '{"query": "{公司名} PE PB PS EV 股息率"}'
# 机构评级
finx gildata-aidata InstitutionalRating --body '{"query": "{公司名} 机构评级 评级分数"}'
# 财报业绩点评参考
finx gildata-aidata AShareFinancialReportReview --body '{"query": "{公司名} 2024 2025 年报 业绩点评"}'
Common Query Templates for Hong Kong Stock Companies
# 港股财务报表
finx gildata-aidata HKFinancialStatement --body '{"query": "{公司名} 2024 2025 财务报表"}'
# 港股估值
finx gildata-aidata HKStockValueAnalysis --body '{"query": "{公司名} PE PB 股息率"}'
Common Query Templates for US Stock Companies
# 美股财务报表
finx gildata-aidata USFinancialStatement --body '{"query": "{公司名} 2024 2025 财务报表"}'
# 美股估值
finx gildata-aidata USValuationMetrics --body '{"query": "{公司名} PE PB PS"}'
Data Source Priority
| Data Type | First Priority | Second Priority | Third Priority |
|---|---|---|---|
| Core Financial Data | gildata-aidata FinancialStatement |
Company announcements (CNINFO) | web_search |
| Financial Analysis Indicators | gildata-aidata FinancialAnalysis |
East Money | web_search |
| Business Segment Data | gildata-aidata MainOperIncData |
Company announcements | Brokerage research reports |
| Consensus Estimates | gildata-aidata ConsensusExpectation |
East Money | web_search |
| Valuation Data | gildata-aidata StockValueAnalysis |
East Money | Hithink RoyalFlush |
| Institutional Ratings | gildata-aidata InstitutionalRating |
Brokerage research reports | web_search |
| Basic Company Information | web_search | Company announcements | CNINFO |
| Industry Policies/News | web_search | Government official websites | Financial media |
Quality Checklist
Before outputting the report, check the following items:
- Basic company information is accurate (name, code, industry)
- Financial data is labeled with reporting period and source (prioritize gildata-aidata)
- Data calibers are consistent (TTM/annual report/quarterly report)
- Valuation data is the latest value
- Consensus estimates cover the next 2-3 years
- Risk analysis is sufficient and specific
- Investment logic is clear and verifiable
- Report format conforms to the template
- Disclaimer has been added
- The report is displayed directly in the conversation and has not been written to a file
Notes
- Data Accuracy: Financial data must be labeled with source and reporting period, and gildata-aidata should be prioritized for acquisition
- Objective and Neutral: Analysis should be based on facts and avoid subjective assumptions
- Information Timeliness: Prioritize the latest public information (most recent 12 months)
- Rigorous Logic: Investment logic must be supported by data and avoid vague descriptions
- Risk Disclosure: Risks must be fully disclosed, and negative information must not be avoided
- Peer Selection: Comparable companies should be the 3-5 with the closest business models
- Industry Differences: Generic templates may not apply to all industries (e.g., finance and real estate require special handling); users should be notified.
- Data Sources: For financials/valuation/consensus estimates, prioritize gildata-aidata; for basic information/news, use web_search.
- Conciseness First: Keep the report at a moderate length, highlighting the core logic.
- Continuous Updates: Remind users that investing requires tracking the latest data.
- Output Method：Present the report content directly in the conversation; no need to write to a file or send it to the user.
Skill Update Log
2026-05-11 Update：
- Core Data Source Change: Change all financial data, valuation data, and consensus estimate queries to prioritize the gildata-aidata service.
- New Tool Matrix: Establish a gildata-aidata tool query reference table for A-share, Hong Kong stock, and US stock companies.
- Improved Calling Guide: Provide complete gildata-aidata tool calling format instructions and commonly used query templates.
- Optimized Data Acquisition Sequence: Step 1 clearly specifies prioritizing gildata-aidata to obtain financial and valuation data, with web_search used only for supplementary information.
- Updated Data Source Priority: Promote gildata-aidata to the first-priority data source for financials/valuation/consensus estimates.
2026-04-08 Update：
- Clarified report output method: display directly in the conversation, no need to send files.
- Optimized report structure template.
- Updated notes and output method description.
Skill Version：v2.0
Last Updated：2026-05-11
Maintainer: Dianjin Intelligent Assistant