business_model_decoder_skill

Business Model Decoder Skill

Data dependencies and execution prerequisites

It is recommended to use Wind wind-mcp-skill to obtain underlying data. Before execution, first check whether there is already local 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, makes money, 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:

• What value this company provides to whom
• Why customers are 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 company 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 an edge 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 the main costs and expense items are
• Which costs are diluted as scale grows, and which are not
• Whether profit margin improvement depends on price increases, efficiency, product mix, or the business cycle
• Whether there is pressure from high capital expenditure, inventory, or receivables

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 customer spend
• 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, to avoid 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

In the end, the company's business should be explained as a structured description 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

{One sentence explaining what the company sells, to whom it sells, and what it relies on to make 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 Formed

• Main Profit Sources:{Explanation}
• Key Cost/Expense Items:{Explanation}
• Key Variables in Profit Margin Changes:{Explanation}

IV. Growth Engines and Expansion Paths

• {Growth Path 1}
• {Growth Path 2}
• {Growth Path 3}

V. The Most Vulnerable Aspects of the Business Model

• {Vulnerability 1}
• {Vulnerability 2}
• {Vulnerability 3}

VI. Variables to Track Most Closely Next

• Most Important Variable:{Variable}
• Verification Method:{Explanation}
• Failure Signal:{Explanation}

---

Quality Requirements

1. The business must be explained in plain language; do not pile on jargon or historical background.
2. Focus on clearly explaining the revenue engine, profit mechanism, and expansion paths, rather than giving a general introduction to the industry.
3. Both strengths and vulnerabilities must be explained clearly; avoid one-sided packaging.
4. For complex companies, the breakdown should prioritize the modules with the strongest explanatory power rather than aiming for exhaustive coverage.
5. The final content should enable readers unfamiliar with the company to quickly restate its core logic.