industry-one-page-analysis

One-Page Industry Analysis Skill

Skill Positioning

This skill is aimed atinvestment managers, researchers, fund managers, providing an industry quick analysis tool. Within the length of one page, it focuses on the most core investment information of the industry, helping to quickly judge the industry's investment value and risks, suitable for scenarios such as morning meeting reports, rapid decision-making, and preliminary track screening.

and industry-deep-analysis difference:

In-depth analysis: eight major dimensions, comprehensive and in-depth, suitable for deep research and first coverage
One-page analysis: six core dimensions, refined and concise, suitable for rapid decision-making and track tracking

Trigger Scenarios

This skill is triggered when any of the following expressions appears from the user:

"XX industry one-pager"
"one-page analysis of XX industry"
"quickly analyze XX industry"
"XX industry quick review"
"XX industry brief analysis"
"XX industry key points"
"XX industry investment highlights"
"XX industry quick commentary"
"help me quickly take a look at XX industry"
"how is XX industry"
Other requests requiring a concise and rapid analysis of an industry

Data Acquisition Strategy

Core Data Sources

Gildata-AIData (gildata-aidata) As the main data source, providing comprehensive industry financial data and investment research analysis tools:

Data Requirement	Recommended Tool	Description
Industry valuation indicators	`IndustryValuation`	PE, PB, total market capitalization, circulating market capitalization, etc.
Industry market data	`IndustryDailyQuote` / `IndustryRangeQuote`	Daily market data, interval market data
Industry capital flows	`IndustryCapitalFlow`	Net amount of main and retail funds
Industry financial indicators	`IndustryFinancialAnalysis`	Profitability, solvency, growth ability
Industry constituent stocks	`IndustryConstituentStocks`	List and weights of industry constituent stocks
Industry public opinion and news	`IndustryNewslist`	Industry-related news, policy developments
Industry research report views	`IndustryAnalysisViewpoints`	Analysis views on the industry from brokerage research reports
Macro industry data	`MacroIndustryEDB`	Macroeconomic and industry economic indicators
Sector ranking	`SectorRank`	Ranking of sector price changes, turnover rates, etc.
Industry research reports	`ResearchReport`	Filter brokerage research reports by industry

Data Acquisition Priority

Industry valuation and market data: prioritize IndustryValuation + IndustryDailyQuote
Industry financial data: prioritize IndustryFinancialAnalysis
Industry public opinion and policy: prioritize IndustryNewslist + IndustryAnalysisViewpoints
Macro industry data: prioritize MacroIndustryEDB
Web search as supplement: for the latest policies, market interpretations, etc., use web_search to supplement

Analysis Framework (Six Major Dimensions of a One-Pager)

I. Industry Overview (Basic Information)

Data Acquisition：

使用 gildata-aidata IndustryConstituentStocks 查询：
- 获取行业成分股列表，了解行业覆盖范围

使用 gildata-aidata MacroIndustryEDB 查询：
- 查询行业相关宏观经济数据

使用 web_search 查询：
- "[行业名称] 行业定义 主要产品 应用场景"

Core Information：

Industry Definition/Classification
Position in the Industry Chain
Main Products/Services
Downstream Application Fields

II. Market Size (Growth Space)

Data Acquisition：

使用 gildata-aidata MacroIndustryEDB 查询：
- 查询行业市场规模、产量、销量等经济指标

使用 web_search 查询：
- "[行业名称] 市场规模 2024 2025 2026 增长率"

Core Indicators(Presented in a table):

Indicator	2023	2024	2025E	Growth Rate
Market Size (100 million yuan)
Year-on-Year Growth Rate (%)
Market Penetration Rate (%)

III. Competitive Landscape (Industry Concentration)

Data Acquisition：

使用 gildata-aidata IndustryConstituentStocks 查询：
- 获取行业成分股及权重，识别龙头企业

使用 gildata-aidata SectorRank 查询：
- 查询板块内个股排序，了解市值、营收分布

使用 web_search 查询：
- "[行业名称] CR3 CR5 市场集中度 主要企业"

Core Information：

Industry Concentration (CR3/CR5)
Major Leading Enterprises and Market Share
Competitive Situation (Fragmented/Concentrated)
Entry Barriers

IV. Industry Trends (Development Direction)

Data Acquisition：

使用 gildata-aidata IndustryNewslist 查询：
- 查询行业最新舆情、政策动态

使用 gildata-aidata IndustryAnalysisViewpoints 查询：
- 获取券商研报对行业趋势的分析观点

使用 web_search 查询：
- "[行业名称] 发展趋势 2025 2026 技术革新"

Analysis Points：

Technology Development Trends
Policy Orientation
Demand Change Trends
Changes in Supply Landscape

V. Investment Opportunities (Investment Logic)

Data Acquisition：

使用 gildata-aidata IndustryValuation 查询：
- 获取行业 PE、PB 等估值指标及历史分位

使用 gildata-aidata IndustryCapitalFlow 查询：
- 获取行业资金流向，判断资金态度

使用 gildata-aidata ResearchReport 查询：
- 按行业筛选最新研报，获取投资逻辑

使用 web_search 查询：
- "[行业名称] 投资机会 细分赛道 2025 2026"

Core Information：

Core Investment Logic (1-3 points)
Key Segment Tracks
Recent Catalysts
Valuation Level

VI. Main Risks (Risk Disclosure)

Data Acquisition：

使用 gildata-aidata IndustryNewslist 查询：
- 查询行业负面舆情、风险事件

使用 web_search 查询：
- "[行业名称] 风险因素 政策风险 市场风险"

Risk Points：

List 2-4 key risk points
Rank by importance

Report Output Format

Generate a concise one-page Markdown report in the following format:

# [行业名称] 一页纸分析

| 基本信息 | |
|----------|------|
| 行业分类 | [分类] |
| 产业链位置 | [上游/中游/下游] |
| 主要产品 | [产品/服务] |
| 下游应用 | [应用领域] |

---

## 📈 市场规模与增速

| 指标 | 2023 | 2024 | 2025E | 增速 |
|------|------|------|-------|------|
| 市场规模（亿元） | X | X | X | X% |
| 同比增速（%） | X | X | X | — |
| 市场渗透率（%） | X | X | X | — |

**市场点评**：[1-2 句核心评价]

---

## 🏆 竞争格局

| 指标 | 数值 | 判断 |
|------|------|------|
| CR3 | X% | 集中/分散 |
| CR5 | X% | 集中/分散 |
| 龙头企业 | [企业 1]、[企业 2]、[企业 3] | |
| 进入壁垒 | [高/中/低] | |

**格局点评**：[1-2 句核心评价]

---

## 🚀 行业趋势

1. **[趋势 1 标题]**：[简要描述]
2. **[趋势 2 标题]**：[简要描述]
3. **[趋势 3 标题]**：[简要描述]

---

## 💡 投资机会

**核心逻辑**：
1. [投资逻辑 1]
2. [投资逻辑 2]

**重点细分**：[细分赛道 1]、[细分赛道 2]

**估值水平**：[行业 PE/PB 及历史分位]

**近期催化剂**：[催化剂 1]、[催化剂 2]

---

## ⚠️ 主要风险

1. [风险 1]
2. [风险 2]
3. [风险 3]

---

## 📌 投资结论

**整体判断**：[看好/中性/谨慎]

**核心观点**：[1-2 句话概括核心观点]

**建议关注**：[关注时点/催化剂]

---
*报告生成时间：YYYY-MM-DD | 数据来源：Gildata-AIData、公开资料 | 仅供参考，不构成投资建议*

Execution Process

Step 1: Confirm the Analysis Target

Extract the industry name from the user input
Clarify the industry definition and scope
Obtain industry classification information

Step 2: Obtain Industry Valuation and Market Data

调用 gildata-aidata IndustryValuation：
获取行业 PE、PB、总市值、流通市值等估值指标

调用 gildata-aidata IndustryDailyQuote 或 IndustryRangeQuote：
获取行业近期行情表现

Step 3: Obtain Market Size Data

调用 gildata-aidata MacroIndustryEDB：
查询行业相关宏观经济数据（市场规模、产量、销量等）

调用 web_search：
query: "[行业名称] 市场规模 增长率 2024 2025 2026"

Step 4: Obtain Competitive Landscape Data

调用 gildata-aidata IndustryConstituentStocks：
获取行业成分股列表及权重

调用 gildata-aidata SectorRank：
查询板块内个股排序，识别龙头企业

调用 web_search：
query: "[行业名称] 市场集中度 龙头企业 市占率"

Step 5: Obtain Industry Trend Information

调用 gildata-aidata IndustryNewslist：
查询行业最新舆情、政策动态

调用 gildata-aidata IndustryAnalysisViewpoints：
获取券商研报对行业趋势的分析观点

调用 web_search：
query: "[行业名称] 发展趋势 2025 2026 技术革新"

Step 6: Obtain Investment Opportunity Information

调用 gildata-aidata IndustryCapitalFlow：
获取行业资金流向数据

调用 gildata-aidata ResearchReport：
按行业筛选最新研报

调用 web_search：
query: "[行业名称] 投资机会 催化剂 2025 2026"

Step 7: Obtain Risk Information

调用 gildata-aidata IndustryNewslist：
查询行业负面舆情、风险事件

调用 web_search：
query: "[行业名称] 风险因素 政策风险 市场风险"

Step 8: Write a One-Page Report

Write the report according to the above "Report Output Format", ensuring:

Strictly control the length to within one page (about 800-1200 words)
Present key data in tables
Concise language, get straight to the core
Clear conclusions

Step 9: Report Delivery

Important: After the report is generated, output the complete Markdown report content directly in the conversation.

Execution Method：

直接将完整的一页纸 Markdown 报告内容在对话中输出

Note：

No need to send a file, simply display it directly in the conversation
The report should be concise and clear, suitable for quick reading
Highlight core data

Precautions

Length Control
- Strictly control within a "one-page" length
- Avoid lengthy descriptions, 1-2 sentences per point
- Prioritize using tables to present data
Data Timeliness
- Use the latest available industry data
- Mark the data cutoff date or forecast year
- Distinguish between historical data and forecast data
Focus on the core
- Present only the most critical information
- Avoid piling up details
- Highlight the main line of investment logic
Objective and neutral
- Stay objective and avoid over-recommending
- Risk warnings must be sufficient
- Clearly state "does not constitute investment advice"
Report delivery requirements
- Display the complete report content directly in the conversation
- No need to send files
- Use Markdown format to ensure readability

Handling special situations

Situation 1: Data retrieval fails

Try using alternative data sources
If it still cannot be obtained, mark it as "data temporarily unavailable"
Do not fabricate data

Situation 2: Industry scope is vague

If the user only says "new energy industry" (scope too broad)
Proactively ask for the specific sub-industry (such as solar, wind power, lithium battery, etc.)
Or choose a mainstream sub-sector for analysis and explain

Situation 3: Insufficient data for emerging industries

Explain the data limitations
Use web_search to obtain the latest information
Explain the data coverage in the report

Situation 4: User requests more detail

If the user says "too simple, need more detail"
Recommend calling industry-deep-analysis skill for in-depth analysis
Or appropriately expand each section within the one-page framework

Example invocation

User input: "solar industry one-pager"

Skill execution:

Extract industry name: solar industry
Obtain industry valuation: gildata-aidata IndustryValuation
Obtain market size: gildata-aidata MacroIndustryEDB + web_search
Obtain competitive landscape: gildata-aidata IndustryConstituentStocks + SectorRank
Obtain industry trends: gildata-aidata IndustryNewslist + IndustryAnalysisViewpoints
Obtain investment opportunities: gildata-aidata IndustryCapitalFlow + ResearchReport
Obtain risk information: gildata-aidata IndustryNewslist + web_search
Write report: generate a Markdown report in one-page format
Deliver report：
- Output the complete one-page report directly in the conversation
- No need to save or send files

Comparison with the in-depth industry analysis skill

Dimension	industry-one-page-analysis	industry-deep-analysis
Length	One page (800-1200 words)	Complete report (8000-15000 words)
Analysis dimensions	6 core dimensions	8 comprehensive dimensions
Market size	Core data table	Detailed market size + drivers + regional analysis
Competitive landscape	CR3/CR5+ leading companies	Detailed competitive analysis + company comparison + entry barriers
Industry trends	3 core trends	Technology trends + policy trends + demand trends
Investment opportunities	Core logic + sub-sectors	Detailed investment logic + target recommendations + valuation analysis
Use cases	Quick decisions, morning meeting reports, initial sector screening	In-depth research, initiation of coverage, investment research reports
Generation time	Fast (3-5 minutes)	Longer (10-15 minutes)
Delivery method	Displayed directly in the conversation	Displayed directly in the conversation

Overview of the comparison of four analysis skills

Skill	Analysis target	Positioning	Length	Scenario
`company-one-page-analysis`	Company	One-page quick review	800-1200 words	Quick decisions, morning meetings
`company-deep-analysis`	Company	In-depth analysis	5000-10000 words	In-depth research, initiation of coverage
`industry-one-page-analysis`	Industry	One-page quick review	800-1200 words	Quick decisions, initial sector screening
`industry-deep-analysis`	Industry	In-depth analysis	8000-15000 words	In-depth research, sector analysis

Skill update log

Updated on 2026-05-11：

Core data source changes: Changed all industry data, market size, and competitive landscape queries to prioritize the gildata-aidata service
Added tool matrix: Established a gildata-aidata tool query reference table for one-page industry analysis (IndustryValuation, IndustryConstituentStocks, IndustryNewslist, IndustryCapitalFlow, MacroIndustryEDB, etc.)
Optimized data acquisition order: Clarified that gildata-aidata is prioritized for obtaining core industry data, while web_search is only used to supplement policy and macroeconomic information
Removed eastmoney-mx dependency: The original skill used East Money Miaoxiang as the data source, and it has now been fully replaced with gildata-aidata

Skill version：v2.0
Last updated：2026-05-11
Maintainer: Dianjin Intelligent Assistant

About this skill

Skill Positioning

Trigger Scenarios

Data Acquisition Strategy

Core Data Sources

Data Acquisition Priority

Analysis Framework (Six Major Dimensions of a One-Pager)

I. Industry Overview (Basic Information)

II. Market Size (Growth Space)

III. Competitive Landscape (Industry Concentration)

IV. Industry Trends (Development Direction)

V. Investment Opportunities (Investment Logic)

VI. Main Risks (Risk Disclosure)

Report Output Format

Execution Process

Step 1: Confirm the Analysis Target

Step 2: Obtain Industry Valuation and Market Data

Step 3: Obtain Market Size Data

Step 4: Obtain Competitive Landscape Data

Step 5: Obtain Industry Trend Information

Step 6: Obtain Investment Opportunity Information

Step 7: Obtain Risk Information

Step 8: Write a One-Page Report

Step 9: Report Delivery

Precautions

Handling special situations

Situation 1: Data retrieval fails

Situation 2: Industry scope is vague

Situation 3: Insufficient data for emerging industries

Situation 4: User requests more detail

Example invocation

Comparison with the in-depth industry analysis skill

Overview of the comparison of four analysis skills

Skill update log