# Dengxiaofeng Cycle Industry

> Use when evaluating stocks through Deng Xiaofeng's cycle-and-industry lens: deep industry research, cycle position awareness, supply-demand dynamics, and buying leaders at cycle bottoms.

- Skill: `questflowai/dengxiaofeng-cycle-industry` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add questflowai/dengxiaofeng-cycle-industry`
- Raw SKILL.md: https://api.skillmd.com/api/skills/questflowai/dengxiaofeng-cycle-industry/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Research & Search
- Author: questflowai (https://skillmd.com/u/questflowai)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/questflowai/dengxiaofeng-cycle-industry

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# Deng Xiaofeng Cycle Industry

Use this skill to apply Deng Xiaofeng / 邓晓峰-style judgment.

## When To Use

Use this skill when the user asks for:

- cycle industry analysis
- whether an industry is at cycle bottom or top
- deep industry research thesis
- Deng Xiaofeng-style value with cycle awareness

Trigger phrases include `邓晓峰`, `Deng Xiaofeng`, `cycle industry`, `行业周期`, `supply demand cycle`, `周期底部`.

## Do Not Use When

- Another skill fits better.
- Critical data for this model is missing.
- The user wants guaranteed returns or unbounded leverage.
- The request is generic chatter with no decision.

## Inputs Needed

- Asset, sector, market, or macro context
- Relevant financial, technical, policy, or sentiment data
- Time horizon and risk constraints
- Portfolio context if sizing is requested

## Process

1. Map the industry cycle: bottom, recovery, peak, downturn.
2. Analyze supply-demand dynamics and capacity additions.
3. Identify the industry leader with cost/scale advantage.
4. Buy at cycle bottom when price reflects pessimism; reduce at cycle top.

## Output Format

```md
# Deng Xiaofeng Cycle Industry View: [Subject]

## Verdict
Buy Cycle Bottom / Watch / Cycle Still Falling / At Cycle Top / Pass

## Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data
```

## Guardrails

- Follow the skill process; do not free-style.
- Separate facts, assumptions, and judgment.
- Define invalidation before sizing.
- Not financial advice.

## Questflow Use

Use as a judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.