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Analyzes competitive landscapes for A-share companies and Chinese industries using AkShare data. Maps competitors, compares financials and positioning, and assesses market share trends.
How this skill is triggered — by the user, by Claude, or both
Slash command
/investment-banking:china-competitive-analysisThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Analyze **A股行业竞争格局**, mapping competitive dynamics for Chinese companies and industries.
Analyze A股行业竞争格局, mapping competitive dynamics for Chinese companies and industries.
get_industry_stocks(industry="...") → Full peer list
get_quote(ticker) → Valuation, market cap
get_financials(ticker, "income") → Revenue, margins
get_financials(ticker, "balance") → Assets, debt
get_stock_info(ticker) → Business description
Industry definition:
# Get full industry composition
get_industry_stocks(industry="白酒")
Tier the competitors:
| Tier | Description | Examples |
|---|---|---|
| Tier 1 (龙头) | Market leaders, >10% share | 贵州茅台 (白酒) |
| Tier 2 (挑战者) | Strong #2-5, growing share | 五粮液, 泸州老窖 |
| Tier 3 (跟随者) | Niche players, regional | 区域名酒 |
| Tier 4 (边缘) | Declining or niche | 小酒厂 |
Core comparison table:
| Company | Revenue (亿) | YoY | Gross Margin | Net Margin | ROE | Market Cap (亿) | PE (TTM) | Market Share |
|---|---|---|---|---|---|---|---|---|
Expand with competitive dimensions:
| Dimension | Leader | Challenger 1 | Challenger 2 | Follower |
|---|---|---|---|---|
| 品牌力 (Brand) | ||||
| 渠道能力 (Distribution) | ||||
| 产品力 (Product quality) | ||||
| 成本优势 (Cost advantage) | ||||
| 研发投入 (R&D) | ||||
| 国际化 (International) |
Share trends:
| Company | 2020 | 2021 | 2022 | 2023 | 2024E | Trend |
|---|---|---|---|---|---|---|
| ↑ / → / ↓ |
Concentration metrics:
Positioning map:
For 2x2 matrices, use:
Example for 白酒:
高端/品质
|
茅台 | 五粮液/泸州老窖
|
区域名酒 | 泛全国化品牌
|
|________________
低端/性价比 高端/溢价
China-specific barriers:
| Barrier Type | Examples |
|---|---|
| 品牌护城河 | Consumer brand loyalty, 品牌认知 |
| 渠道壁垒 | Distribution network, 经销商体系 |
| 规模效应 | Cost advantages from scale |
| 技术壁垒 | Patents, know-how, 技术积累 |
| 牌照/资质 | Regulatory licenses, 牌照 |
| 资金壁垒 | Capital requirements |
| 政策壁垒 | Industry access restrictions |
| 数据壁垒 | Data network effects |
New entrants:
Substitutes:
Supplier power:
Buyer power:
Rivalry intensity:
Historical evolution:
Current dynamics:
Future outlook:
| Pattern | Description | Example Industries |
|---|---|---|
| 寡头垄断 | Few large players | 白酒 (top 5 >80%) |
| 分散竞争 | Fragmented, many players | 餐饮, 零售 |
| 区域割据 | Regional champions | 啤酒, 食品加工 |
| 龙头集中 | Consolidating toward leaders | 家电, 医药流通 |
Standard competitive analysis deliverable:
【行业】竞争格局分析
一、行业概述
市场规模, 增速, 发展阶段
二、竞争地图
Tier划分, 市场份额
三、核心竞争要素
各玩家优势对比
四、竞争动态
价格, 渠道, 产能, 并购
五、壁垒分析
进入壁垒, 现有壁垒有效性
六、趋势展望
行业整合, 新进入者, 技术变革
七、结论与启示
投资/战略含义
Before delivering:
Provides UI/UX resources: 50+ styles, color palettes, font pairings, guidelines, charts for web/mobile across React, Next.js, Vue, Svelte, Tailwind, React Native, Flutter. Aids planning, building, reviewing interfaces.
Fetches up-to-date documentation from Context7 for libraries and frameworks like React, Next.js, Prisma. Use for setup questions, API references, and code examples.
npx claudepluginhub jwangkun/claude-for-financial-services-cn --plugin investment-banking