policy_headline_interpreter_skill

Policy Headline Interpreter Skill

Data dependencies and execution prerequisites

It is recommended to use Wind wind-mcp-skill to obtain underlying data. Before execution, first check whether wind-mcp-skillalready exists locally; 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 interpret the market impact of policy headlines, answering questions such as "Is this policy news a genuine incremental signal, or old news being rehashed; which industries and companies will be affected first; what uncertainties remain between the news and implementation." The output focus is not to paraphrase the original policy text, but to help users complete policy characterization, beneficiary mapping, and risk assessment in the shortest possible time.

Execution process

Step 1: Confirm the policy source, level, and status

First define the policy news itself clearly:

• Whether the source is a formal document, meeting statement, authoritative media, or rumor-type information
• Whether it is a top-level directional statement or a specific implementation rule
• Whether it is currently in the consultation, official release, implementation advancement, or clarification stage
• Whether the information is newly added or content the market has already traded on

If the source and status are unclear, credibility and degree of formality must first be clearly stated.

Step 2: Break down policy objectives and key constraints

Policy interpretation cannot only look at surface wording, but must also answer:

• What problem the policy is trying to solve
• Whether the beneficiary direction is demand stimulus, supply constraints, financing improvement, or regulatory relaxation
• What the most important thresholds, pace, and constraints are during implementation
• Which statements are principled signals and which are substantive changes

Step 3: Map the affected industries, themes, and companies

After the objectives are clear, map the scope of impact layer by layer:

• Directly beneficiary industries
• Indirectly beneficiary or marginally beneficiary industries
• Industries that may be constrained or damaged
• Core beneficiary companies and marginal mapping companies

When mapping, distinguish between "direct policy reach" and "market sentiment spillover," and do not conflate the two.

Step 4: Analyze impact paths and realization pace

Further explain why this policy affects the market and how the impact will be gradually realized:

• Whether it first affects expectations, then orders, investment, prices, or earnings
• Which impacts can be reflected in the short term and which require longer verification
• Whether the market is currently more likely to trade policy imagination or actual realization
• If subsequent implementation intensity is insufficient, which directions are most likely to give back gains

Step 5: Assess trading value and misjudgment risk

Policy news is easily over-amplified, so the focus should be on pointing out:

• Which part of the impact has already been reflected by the market in advance
• Which beneficiary logic has strong evidence and which is merely concept diffusion
• The most likely misjudgment is treating slogans as results and marginal mapping as core benefit
• What the most critical verification milestones are going forward

Step 6: Form the final policy headline interpretation draft

The final output should help users quickly complete "policy characterization + impact mapping + pace judgment + risk control." The main text should retain only facts, impact chains, beneficiary ranking, and subsequent verification points.

Output structure

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{Policy Topic} Headline Interpretation ({YYYY-MM-DD})

I. 30-Second Conclusion

• Policy Nature: {Directional Signal / Substantive Increment / Rehash of Old News / Noise Disturbance}
• Directly Benefiting Sectors: {Content}
• Biggest Uncertainty: {Content}
• Current Recommendation: {Key Tracking / Cautious Optimism / Wait for Detailed Rules / Avoid Overgeneralization}

II. Policy Fact Card

Item	Content
Source	{Content}
Level	{Content}
Status	{Content}
Key Statement	{Content}
New Addition	{Yes / No + Explanation}

III. Impact Mapping

• Directly Benefiting Industries/Themes: {Content}
• Indirectly Benefiting Sectors: {Content}
• Potentially Suppressed Sectors: {Content}
• Core Beneficiary Companies vs Marginal Mapping Companies: {Content}

IV. Impact Path and Realization Pace

• Short-Term Impact: {Content}
• Medium-Term Impact: {Content}
• Conditions Required for Realization: {Content}

V. Misjudgment Risks and Verification Nodes

• Most Easily Misjudged Point: {Content}
• Key Subsequent Verification: {Content}
• Factors That May Overturn the Current Judgment: {Content}

VI. Follow-Up Observation Checklist

• {Observation Point 1}
• {Observation Point 2}
• {Observation Point 3}

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Quality Requirements

1. Policy interpretation must first confirm the source, level, and status; all messages cannot be treated equally.
2. It is necessary to distinguish formal incremental policies, directional statements, and market noise.
3. Impact mapping must distinguish core beneficiaries from marginal mappings to avoid uncontrolled concept proliferation.
4. Execution constraints and realization pace need to be clarified to prevent writing policy slogans directly as performance results.
5. The output should help users complete rapid policy characterization and subsequent verification, rather than rewriting a press release.