longbridge-supply-chain
Industry supply-chain deep-dive — map the value chain, identify bottlenecks, and assess investment opportunities across tiers.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
When to use
Trigger on prompts asking about:
- Supply-chain structure for an industry — "半导体产业链", "新能源车供应链", "semiconductor supply chain"
- Upstream / midstream / downstream breakdown — "上中下游分析", "upstream downstream"
- Bottleneck / chokepoint identification — "卡脖子环节", "咽喉环节", "bottleneck"
- Supply-chain investment — "产业链哪个环节最有投资价值", "supply chain investment"
For individual company fundamentals defer to longbridge-fundamental. For industry-wide valuation defer to longbridge-industry-valuation.
Workflow
- Identify the target industry from the prompt.
- Use knowledge to map the supply-chain tiers: upstream (raw materials / components), midstream (manufacturing / processing), downstream (end-product / distribution / end-user).
- For key representative companies at each tier, fetch financial data to compare gross margins and profitability.
- Identify bottleneck nodes based on gross margin premium, market concentration, and switching cost.
- Fetch recent news for supply-chain events (shortages, geopolitics, new entrants).
- Output a structured supply-chain map and investment commentary.
If unsure of exact flag names, run longbridge <subcommand> --help before proceeding.
CLI
# Supply-chain news and industry dynamics
longbridge news <SYMBOL> --format json
# Income statement for gross margin comparison across tiers
longbridge financial-report <SYMBOL> --kind IS --format json
# Industry valuation context
longbridge industry-valuation <SYMBOL> --format json
Run for each representative company at each tier to compare margins and profitability.
Output structure
# <Industry> Supply Chain Map
## Upstream (上游)
Key materials / components, key companies, avg gross margin, bargaining power
## Midstream (中游)
Processing / manufacturing, key companies, avg gross margin, bargaining power
## Downstream (下游)
End products / services / distribution, key companies, avg gross margin
## Bottleneck Analysis (咽喉环节)
Which tier / company controls pricing, why, and for how long
## Investment Implications
- Highest-margin tier: ...
- Most defensible position: ...
- Near-term catalyst: ...
- Risk: ...
Error handling
| Situation |
简体回复 |
繁體回復 |
English reply |
| Industry too vague |
请提供更具体的行业或公司名称（如"半导体"或"TSMC"）。 |
請提供更具體的行業或公司名稱（如"半導體"或"TSMC"）。 |
Please specify an industry or anchor company (e.g. "semiconductors" or "TSMC"). |
| Company data unavailable |
该公司财务数据暂不可用，已跳过该环节比较。 |
該公司財務數據暫不可用，已略過該環節比較。 |
Company financials unavailable — skipping that tier comparison. |
command not found: longbridge |
请安装 longbridge-terminal 或通过 MCP 连接。 |
請安裝 longbridge-terminal 或透過 MCP 連線。 |
Install longbridge-terminal or connect via MCP. |
not logged in |
请运行 longbridge auth login。 |
請執行 longbridge auth login。 |
Run longbridge auth login. |
MCP fallback
When the CLI is unavailable, fall back to the MCP server. Discover available tools from the MCP server's tool list at runtime.
Related skills
longbridge-industry-valuation — sector-level valuation analysislongbridge-fundamental — individual company financialslongbridge-sector-monitor — sector-wide monitoringlongbridge-competitive-analysis — competitive positioning within a sector
File layout
skills/longbridge-supply-chain/
└── SKILL.md
1---2name: longbridge-supply-chain3description: Industry supply-chain analysis via Longbridge Securities — maps upstream / midstream / downstream structure for a sector, identifies key bottleneck nodes, assesses bargaining power and profitability at each tier, and evaluates investment value of core supply-chain companies using Longbridge data. Triggers: "产业链", "供应链", "上中下游", "产业链分析", "供应链分析", "咽喉环节", "卡脖子", "产业链投资", "产业链研究", "產業鏈", "供應鏈", "上中下游", "產業鏈分析", "供應鏈分析", "咽喉環節", "supply chain", "value chain", "upstream midstream downstream", "supply chain analysis", "bottleneck", "industry chain", "supply chain investment".4license: MIT5---6
7# longbridge-supply-chain
8
9Industry supply-chain deep-dive — map the value chain, identify bottlenecks, and assess investment opportunities across tiers.
10
11> **Response language**: match the user's input language — Simplified Chinese / Traditional Chinese / English.
12
13## When to use
14
15Trigger on prompts asking about:
16
17- Supply-chain structure for an industry — *"半导体产业链"*, *"新能源车供应链"*, *"semiconductor supply chain"*
18- Upstream / midstream / downstream breakdown — *"上中下游分析"*, *"upstream downstream"*
19- Bottleneck / chokepoint identification — *"卡脖子环节"*, *"咽喉环节"*, *"bottleneck"*
20- Supply-chain investment — *"产业链哪个环节最有投资价值"*, *"supply chain investment"*
21
22For individual company fundamentals defer to `longbridge-fundamental`. For industry-wide valuation defer to `longbridge-industry-valuation`.
23
24## Workflow
25
261. Identify the target industry from the prompt.
272. Use knowledge to map the supply-chain tiers: upstream (raw materials / components), midstream (manufacturing / processing), downstream (end-product / distribution / end-user).
283. For key representative companies at each tier, fetch financial data to compare gross margins and profitability.
294. Identify bottleneck nodes based on gross margin premium, market concentration, and switching cost.
305. Fetch recent news for supply-chain events (shortages, geopolitics, new entrants).
316. Output a structured supply-chain map and investment commentary.
32
33> If unsure of exact flag names, run `longbridge <subcommand> --help` before proceeding.
34
35## CLI
36
37```bash
38# Supply-chain news and industry dynamics
39longbridge news <SYMBOL> --format json
40
41# Income statement for gross margin comparison across tiers
42longbridge financial-report <SYMBOL> --kind IS --format json
43
44# Industry valuation context
45longbridge industry-valuation <SYMBOL> --format json
46```
47
48Run for each representative company at each tier to compare margins and profitability.
49
50## Output structure
51
52```
53# <Industry> Supply Chain Map
54
55## Upstream (上游)
56Key materials / components, key companies, avg gross margin, bargaining power
57
58## Midstream (中游)
59Processing / manufacturing, key companies, avg gross margin, bargaining power
60
61## Downstream (下游)
62End products / services / distribution, key companies, avg gross margin
63
64## Bottleneck Analysis (咽喉环节)
65Which tier / company controls pricing, why, and for how long
66
67## Investment Implications
68- Highest-margin tier: ...
69- Most defensible position: ...
70- Near-term catalyst: ...
71- Risk: ...
72```
73
74## Error handling
75
76| Situation | 简体回复 | 繁體回復 | English reply |
77|-----------|---------|---------|---------------|
78| Industry too vague | 请提供更具体的行业或公司名称（如"半导体"或"TSMC"）。 | 請提供更具體的行業或公司名稱（如"半導體"或"TSMC"）。 | Please specify an industry or anchor company (e.g. "semiconductors" or "TSMC"). |
79| Company data unavailable | 该公司财务数据暂不可用，已跳过该环节比较。 | 該公司財務數據暫不可用，已略過該環節比較。 | Company financials unavailable — skipping that tier comparison. |
80| `command not found: longbridge` | 请安装 longbridge-terminal 或通过 MCP 连接。 | 請安裝 longbridge-terminal 或透過 MCP 連線。 | Install longbridge-terminal or connect via MCP. |
81| `not logged in` | 请运行 `longbridge auth login`。 | 請執行 `longbridge auth login`。 | Run `longbridge auth login`. |
82
83## MCP fallback
84
85When the CLI is unavailable, fall back to the MCP server. Discover available tools from the MCP server's tool list at runtime.
86
87## Related skills
88
89- `longbridge-industry-valuation` — sector-level valuation analysis
90- `longbridge-fundamental` — individual company financials
91- `longbridge-sector-monitor` — sector-wide monitoring
92- `longbridge-competitive-analysis` — competitive positioning within a sector
93
94## File layout
95
96```
97skills/longbridge-supply-chain/
98└── SKILL.md
99```
majiayu000