Data dependencies and execution prerequisites
It is recommended to use Wind wind-mcp-skill to obtain underlying data. Before execution, first check whether it already exists locally wind-mcp-skill; if not, prompt the user to install:
# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y
# Gitee 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
Skill positioning
This skill is used to clearly explain "how a company operates, how it makes money, how it expands, and where problems are likely to arise." The output focus is not to restate the company profile, but to compress complex business into understandable modules, so that users can quickly build an understanding of revenue sources, cost structure, growth drivers, and constraints.
Execution process
Step 1: First define the core problem the company solves
First answer the two most basic questions:
- For whom does this company provide what value
- Why are customers willing to pay for it
If these two points cannot be explained clearly, it means the subsequent business analysis is not solid enough.
Step 2: Break down the revenue engine
Break down the company's revenue in the most explanatory way. Common dimensions include:
- Product lines
- Customer types
- Regions
- Charging models
- One-time revenue and recurring revenue
Focus on explaining which part is the core cash cow, which part is the growth engine, and which part is only a marginal business.
Step 3: Explain the cost structure and how profit is formed
In addition to "where revenue comes from," also explain "how profit is retained." Focus on:
- What are the main costs and expense items
- Which costs will be diluted as scale grows, and which will not
- Whether profit margin improvement depends on price increases, efficiency, product mix, or the business cycle
- Whether there is high capital expenditure, inventory, or receivables pressure
Only in this way can the quality of the business model be understood, rather than only looking at surface revenue.
Step 4: Sort out growth drivers and expansion paths
Clarify which paths the company's future growth usually depends on:
- Increase in number of customers
- Increase in average order value
- Increase in penetration rate
- Expansion into new categories or new regions
- M&A integration or channel expansion
At the same time, point out the natural upper limits of growth and the thresholds for expansion, avoiding treating linear extrapolation as inevitable.
Step 5: Identify the fragile points of the business model
Test the business model from the opposite side, focusing on identifying:
- Dependence on a single customer, a single channel, or a single product
- Dependence on policy, raw materials, subsidies, or external business conditions
- The links most likely to be damaged first when competition intensifies
- Which variable is most likely to distort the profit model
Step 6: Output a retellable business explanation script
In the end, the company's business should be explained as a structured statement that ordinary investors or team members can quickly retell, including:
- What exactly it relies on to make money
- Why this model is currently effective
- Which variable should be watched next to verify it
Output structure
{Stock Name} Business Model Breakdown ({YYYY-MM-DD})
1. Explain in one sentence how the company makes money
{Explain in one sentence what the company sells, to whom it sells, and what it relies on to earn money}
2. Business module breakdown
| Module | Customer/Need | Revenue Source | Value Contribution | Current Role |
|---|---|---|---|---|
| {Module 1} | {Description} | {Description} | {Description} | {Core/Growth/Peripheral} |
| {Module 2} | {Description} | {Description} | {Description} | {Core/Growth/Peripheral} |
III. How Profit Is Generated
- Main Profit Sources: {Explanation}
- Key Cost/Expense Items: {Explanation}
- Key Variables in Profit Margin Changes: {Explanation}
IV. Growth Engine and Expansion Path
- {Growth Path 1}
- {Growth Path 2}
- {Growth Path 3}
V. The Most Fragile Parts of the Business Model
- {Vulnerability 1}
- {Vulnerability 2}
- {Vulnerability 3}
VI. The Variables That Most Need to Be Tracked Next
- Most Important Variable: {Variable}
- Verification Method: {Explanation}
- Failure Signal: {Explanation}
Quality Requirements
- The business must be explained in plain language, without piling up jargon and historical background.
- Focus on clearly explaining the revenue engine, profit mechanism, and expansion path, rather than giving a general introduction to the industry.
- Both strengths and vulnerabilities must be clearly explained, avoiding one-sided packaging.
- For complex companies, the breakdown should prioritize retaining the modules with the strongest explanatory power, rather than seeking to cover everything.
- The final content should enable readers unfamiliar with the company to quickly restate the core logic.