Industry Chain Mapper

Industry Chain Mapper

Build structured industry chain maps for investment research. Maps are persistent files that get updated over time, not rebuilt from scratch. (For the step-by-step research process/methodology, see the industry-chain-research skill; this skill focuses on producing and maintaining the map artifact.)

When to Use

• Starting research on a new industry chain
• Updating an existing chain map with new information
• Comparing companies within a chain to find the best investment target

Workflow

Step 1: Check Existing Maps

ls industry-chain-*.md

If a map already exists for this chain, READ it first and UPDATE rather than rebuild.

Step 2: Research the Chain

For a new chain, gather information via:

1. WebSearch: "{industry} 产业链 上游 中游 下游 2026"
2. WebSearch: "{industry} 产业链 龙头公司 市占率"
3. WebSearch: "{industry} 产业链图谱 研报"
4. Articles/reports the user has provided
5. Financials for key companies (via the financial-data-fetcher / tushare-data skills)

Step 3: Build/Update the Map

Save to industry-chain-{name}.md in your research notes directory.

Map Template

# {Industry Name} 产业链图谱

> 创建日期：{date}
> 最后更新：{date}
> 置信度：{X}%

## 产业链概览

{1-2 sentence description of the industry chain and why it matters for investment}

## 产业链结构

### 上游 — {upstream category name}
| 环节 | 代表公司 | 市占率/地位 | A股标的 | 投资弹性 |
|------|----------|-------------|---------|----------|
| {sub-segment} | {companies} | {share/position} | {stock code} | {high/medium/low} |

### 中游 — {midstream category name}
| 环节 | 代表公司 | 市占率/地位 | A股标的 | 投资弹性 |
|------|----------|-------------|---------|----------|
| {sub-segment} | {companies} | {share/position} | {stock code} | {high/medium/low} |

### 下游 — {downstream category name}
| 环节 | 代表公司 | 市占率/地位 | A股标的 | 投资弹性 |
|------|----------|-------------|---------|----------|
| {sub-segment} | {companies} | {share/position} | {stock code} | {high/medium/low} |

## 弹性排序

按投资弹性从大到小排列（结合市占率变化潜力、估值空间、催化剂）：

1. **{company}({code})** — {why highest elasticity}
2. **{company}({code})** — {reason}
3. ...

## 关键变量

影响这条产业链投资价值的核心变量：
1. {variable 1}: {current status} → {what to watch}
2. {variable 2}: {current status} → {what to watch}

## 产业链传导逻辑

{How does a change at one level propagate through the chain?}
{Which segment benefits most/least from a demand increase?}

## 更新日志

- {date}: {what was updated and why}

Rules

1. Maps are living documents — update, don't rebuild
2. Every company must have a stock code if it's A-share listed
3. Elasticity ranking must have logic — not just "this one is big so it's good"
4. Mark uncertainty — if market-share data is estimated or from a single source, say so
5. Link back to your research notes — after creating/updating a map, update the corresponding track in your notes