policy_headline_interpreter_skill

Policy Headline Interpreter Skill

Data Dependencies and Execution Prerequisites

It is recommended to use Wind wind-mcp-skill to obtain the 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 "Is this policy news a genuine incremental signal, or old news repeated; which industries and companies will be affected first; what uncertainties remain between the news and implementation." The output focus is not to restate 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, clearly define the policy news itself:

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

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

Step 2: Break down policy objectives and key constraints

Policy interpretation cannot only look at surface wording; it 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 in implementation are
• 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 by layer:

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

When mapping, distinguish between "direct policy reach" and "market sentiment spillover"; they cannot be conflated.

Step 4: Analyze impact pathways and realization pace

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

• Whether it first affects expectations, then orders, investment, prices, or profits
• 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 prone to giving back gains

Step 5: Assess trading value and misjudgment risk

Policy news is easily over-amplified, so the key points to highlight are:

• Which part of the impact has already been reflected by the market in advance
• Which beneficiary logics have stronger evidence, and which are merely concept diffusion
• The most likely misjudgment is treating slogans as results and peripheral mappings as core beneficiaries
• What the most critical verification milestones are going forward

Step 6: Form a finished policy headline interpretation

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 rankings, and subsequent verification points.

Output Structure

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

1. 30-Second Conclusion

• Policy Nature: {Directional Signal / Substantive Increment / Rehash of Old News / Noise Disturbance}
• Direct Beneficiary Directions: {Content}
• Biggest Uncertainty: {Content}
• Current Recommendation: {Key Tracking / Cautiously Optimistic / Wait for Detailed Rules / Avoid Overgeneralization}

2. Policy Fact Card

Item	Content
Source	{Content}
Level	{Content}
Status	{Content}
Key Wording	{Content}
Whether Newly Added	{Yes / No + Explanation}

3. Impact Mapping

• Directly Benefiting Industries/Themes: {Content}
• Indirectly Benefiting Directions: {Content}
• Directions That May Be Suppressed: {Content}
• Core Beneficiary Companies vs Marginal Mapping Companies: {Content}

4. Impact Path and Realization Rhythm

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

5. Misjudgment Risks and Verification Nodes

• Most Easily Misjudged Points: {Content}
• Key Follow-Up Verification: {Content}
• Factors That May Overturn the Current Judgment: {Content}

6. 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; not all messages can 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 rhythm need to be clarified to prevent policy slogans from being directly written as performance results.
5. The output should help users complete rapid policy characterization and follow-up verification, rather than rewriting a press release.