competitive-analysis
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ChineseCompetitive Landscape Mapping
竞争格局图谱绘制
CRITICAL STANDARDS - APPLY TO EVERY ANALYSIS
关键标准 - 所有分析均需遵守
Source File Primacy
源文件优先级
When source files (Excel/CSV) are provided:
- Extract values DIRECTLY — Do not perform your own calculations; use the numbers as they appear
- Maintain consistency — When the same metric appears in multiple places, ensure identical values throughout
- Verify calculations — If the prompt asks you to calculate something, verify your result matches related data in the source
- Round only as shown — Use the same decimal precision as the source file
当提供了源文件(Excel/CSV)时:
- 直接提取数值 — 不要自行计算,直接使用文件中给出的数字
- 保持一致性 — 同一指标在多处出现时,确保全文档数值完全一致
- 校验计算结果 — 如果指令要求你进行计算,需验证结果与源文件中的相关数据匹配
- 仅按源文件规则取整 — 保留与源文件相同的小数精度
Prompt Fidelity
指令保真度
When the prompt specifies exact requirements, follow them verbatim:
Slide Titles & Section Names:
- If prompt says — use EXACTLY that title, not a paraphrase
"Overview and Competitive Scope" slide - If prompt says — use EXACTLY "Segment Mix" as the section header
within the "Segment Mix" section - Never substitute with creative alternatives (e.g., don't use "FY2024 Segment Contribution Analysis" when "Overview and Competitive Scope" was specified)
Chart vs Table:
- If prompt says — create an actual PowerPoint chart object, NOT a table
embedded chart - If prompt says — these go on chart elements (bars, slices, lines), not table cells
data labels must display - Tables and charts are NOT interchangeable — use exactly what's specified
Complete Data Series:
- If prompt lists 7 competitors, include ALL 7 — not 5 or 6
- If prompt shows data for years 2015-2025, include ALL years — not a subset
- If prompt specifies 6 series in a chart (Uber, Lyft, DiDi, Bolt, Grab, Gojek), include ALL 6 — not 4
Exact Values & Phrasing:
- If prompt says — display exactly that format
Revenue: $43.98B (+18% YoY) - If prompt says — use those exact ratios, not "7.6x Lyft"
surpasses DoorDash 4:1, Lyft 8:1 - If prompt gives specific percentages (e.g., "Uber 30%, DiDi 35%"), use exactly those numbers
When in doubt: Re-read the prompt. If it specifies something explicitly, that's not a suggestion — it's a requirement.
当指令明确了具体要求时,严格逐字遵守:
幻灯片标题与章节名称:
- 如果指令要求— 直接使用完全相同的标题,不要 paraphrase
"Overview and Competitive Scope" slide - 如果指令要求— 直接使用完全相同的"Segment Mix"作为章节标题
within the "Segment Mix" section - 不要自行替换为创意性名称(比如指定要求是"Overview and Competitive Scope"时,不要使用"FY2024 Segment Contribution Analysis")
图表 vs 表格:
- 如果指令要求— 生成实际的PowerPoint图表对象,不要用表格替代
embedded chart - 如果指令要求— 数据标签要放在图表元素(柱状图、扇形图、折线)上,不要放在表格单元格里
data labels must display - 表格和图表不可互换 — 严格使用指令要求的形式
完整数据系列:
- 如果指令列出了7个竞品,需全部包含 — 不要只放5或6个
- 如果指令给出了2015-2025年的数据,需包含所有年份 — 不要仅使用子集
- 如果指令指定图表包含6个数据系列(Uber、Lyft、DiDi、Bolt、Grab、Gojek),需全部包含 — 不要只放4个
数值与表述准确:
- 如果指令要求— 严格按照该格式展示
Revenue: $43.98B (+18% YoY) - 如果指令要求— 使用完全相同的比例,不要写成"7.6x Lyft"
surpasses DoorDash 4:1, Lyft 8:1 - 如果指令给出了具体百分比(比如"Uber 30%, DiDi 35%"),严格使用这些数字
有疑问时: 重读指令。如果指令有明确要求,不是建议,是必须遵守的规则。
Reference Files
参考文件
This skill includes reference files in the folder. Use them as follows:
references/- — Table templates for M&A transactions, scenario analysis, and slide structure. Reference when building financial tables or investment scenarios.
references/schemas.md - — 2x2 matrix axis pairs by industry. Reference when choosing positioning visualization dimensions.
references/frameworks.md
本skill包含文件夹下的参考文件,使用规则如下:
references/- — 并购交易、场景分析、幻灯片结构的表格模板,制作财务表格或投资场景时参考
references/schemas.md - — 分行业的2x2矩阵轴配对,选择定位可视化维度时参考
references/frameworks.md
Source Quality Hierarchy
来源质量优先级
When sources conflict, prioritize in this order:
- 10-Ks / Annual Reports — Audited, highest reliability
- Earnings Calls / Investor Presentations — Management commentary, forward guidance
- Sell-Side Research — Analyst estimates, useful for private company sizing
- Industry Reports (McKinsey, Gartner, etc.) — Market sizing, trends
- News Articles — Use only for recent developments, verify against primary sources
当来源数据冲突时,按以下顺序优先采用:
- 10-K报告 / 年度报告 — 经审计,可靠性最高
- 财报电话会议 / 投资者演示文稿 — 管理层表述、前瞻性指引
- 卖方研究报告 — 分析师估算,适合估算非上市公司规模
- 行业报告(McKinsey、Gartner等) — 市场规模、趋势
- 新闻文章 — 仅用于近期动态,需与一手来源交叉验证
Data Comparability
数据可比性
- Time periods must match — All competitor metrics from same fiscal year. Flag exceptions: "(FY24)" vs "(H1 2024)"
- Metric definitions must match — Same calculation methodology across competitors
- Currency normalization — Convert all figures to USD for international comparisons; note exchange rate and date used
- Use "-" for missing data — Never leave cells blank; for private companies, use "N/A" or estimates with "[E]" flag
- Cite every number — Format: "[Company] [Document] ([Date])"
- Source file fidelity — When Excel/CSV files are provided, use values exactly as given; do not recalculate or round differently than shown
- 时间周期必须匹配 — 所有竞品指标来自同一财年,例外情况需标注:"(FY24)" vs "(H1 2024)"
- 指标定义必须匹配 — 所有竞品使用相同的计算方法
- 货币标准化 — 跨国对比时将所有数值转换为USD,标注使用的汇率和日期
- 缺失数据使用"-" — 不要留空单元格;非上市公司数据使用"N/A"或估算值,标注"[E]"
- 所有数值标注来源 — 格式:"[公司名] [文档名] ([日期])"
- 源文件保真 — 提供Excel/CSV文件时,严格使用给出的数值,不要重新计算或自行修改取整规则
Design & Formatting
设计与排版
- Slide titles = insights — "Scale leaders pulling away from niche players" not "Competitive Analysis"
- Slide titles must fit — One or two lines fine, but no overflow; reduce font size if needed (min 24pt)
- Signposts = quantified — "margin below 40%" not "margins decline"
- Ratings include actuals — "●●● $160B" not just "●●●"
- Slide numbers required — Every slide must have a page number
- 幻灯片标题=洞察结论 — 比如"规模领导者正在拉开与小众玩家的差距",不要用"竞争分析"
- 幻灯片标题需适配页面 — 1-2行即可,不要溢出,必要时缩小字号(最小24pt)
- 指示标记需量化 — 比如"利润率低于40%",不要用"利润率下降"
- 评分需附带实际数值 — 比如"●●● $160B",不要只有"●●●"
- 必须添加页码 — 每一页幻灯片都要有页码
Presentation-Specific Requirements
演示文稿专属要求
- Actual embedded charts required — Pie charts, bar charts, and line graphs must be real PowerPoint chart objects (created via pptx skill), NOT text/ASCII representations
- Match prompt structure — If prompt specifies slide structure, follow it
- Competitor tables — For comprehensive analysis: metrics table + qualitative table per competitor. For rapid assessments: single combined table is acceptable.
- Segment financials — Include both Revenue AND EBITDA when available. For private competitors or limited disclosure, revenue-only tables are acceptable; note "[EBITDA not disclosed]"
- 必须使用实际嵌入的图表 — 饼图、柱状图、折线图必须是真实的PowerPoint图表对象(通过pptx skill生成),不要用文本/ASCII形式的示意图
- 匹配指令结构 — 如果指令指定了幻灯片结构,严格遵守
- 竞品表格 — 全面分析:每个竞品对应指标表格+定性表格;快速评估:可以使用单个合并表格
- 细分板块财务数据 — 可用时同时包含Revenue和EBITDA;非上市竞品或披露有限时可以仅放Revenue表格,标注"[EBITDA未披露]"
Visual Reference
视觉参考
Review and match its professional quality:
examples/Toast_Embedded_Payments_Competitive_Landscape_v3.pptxSpacing & Overflow Prevention:
- Title-to-content gap — Minimum 0.4" between slide title bottom and first content element
- Section header gaps — Minimum 0.25" between section headers and content below
- Element buffers — Minimum 0.2" between any two elements (tables, text boxes, charts)
- Margin safety — Keep all content at least 0.5" from slide edges
- Text overflow — If text doesn't fit, reduce font size or split across slides; never let text clip or overlap
Slide Titles:
- Must fit within slide width — One or two lines is fine, but text must not overflow or clip
- If title is too long — Shorten wording or reduce font size (minimum 24pt)
- Front-load the insight — Put the key point first, details second
Chart Formatting:
- Legend inside layout — Always set so legends don't overlap chart area
include_in_layout=True - Legend position — Use RIGHT for pie charts (≤6 items), BOTTOM for line/bar charts (≤4 series)
- Too many series — If >6 series, consider splitting into multiple charts or using a table instead
- Data labels — For pie charts, show percentages on slices rather than relying solely on legend
Typography (set explicitly, never use defaults):
- Slide title: 28-32pt bold
- Section headers: 16-20pt bold
- Body text: 11-14pt regular
- Table text: 10-12pt regular
- Sources/footnotes: 8-10pt, gray
- Consistency rule: Same element type = same font size throughout deck
Layout:
- Clean grid alignment — tables and text blocks align to consistent margins
- Generous whitespace — don't crowd slides; let content breathe
- Visual hierarchy — most important insight is largest/most prominent
- One key message per slide — supporting detail below
Color:
- Limited palette — 2-3 colors max (one accent color for emphasis)
- Muted tones — avoid bright/saturated colors; use navy, gray, muted blue
- Consistent application — same color meanings throughout (e.g., accent for key metrics)
Tables:
- Light gray header row with bold text
- Alternating row shading (subtle) or clean white with thin borders
- Right-align numbers, left-align text
- Adequate cell padding — text shouldn't touch borders
Rating visuals:
- ●●● / ●●○ / ●○○ system with actual metric alongside
- Consistent placement in comparative tables
Adapt structure and metrics to fit your industry — but maintain this level of polish.
参考,匹配其专业质量:
examples/Toast_Embedded_Payments_Competitive_Landscape_v3.pptx间距与溢出预防:
- 标题与内容间距 — 幻灯片标题底部与第一个内容元素的间距最小0.4英寸
- 章节标题间距 — 章节标题与下方内容的间距最小0.25英寸
- 元素间距 — 任意两个元素(表格、文本框、图表)之间的间距最小0.2英寸
- 边距安全 — 所有内容距离幻灯片边缘至少0.5英寸
- 文本溢出 — 如果文本放不下,缩小字号或拆分到多页,不要让文本裁切或重叠
幻灯片标题:
- 必须适配幻灯片宽度 — 1-2行即可,不要溢出或裁切
- 如果标题过长 — 精简表述或缩小字号(最小24pt)
- 洞察前置 — 核心观点放在前面,细节放在后面
图表格式:
- 图例纳入布局 — 始终设置,避免图例与图表区域重叠
include_in_layout=True - 图例位置 — 饼图(≤6个项)用右侧位置,折线/柱状图(≤4个系列)用底部位置
- 系列过多时 — 如果超过6个系列,考虑拆分为多个图表或改用表格
- 数据标签 — 饼图的百分比直接展示在扇区上,不要仅靠图例说明
排版(明确设置,不要使用默认值):
- 幻灯片标题:28-32pt 加粗
- 章节标题:16-20pt 加粗
- 正文:11-14pt 常规
- 表格文本:10-12pt 常规
- 来源/脚注:8-10pt,灰色
- 一致性规则: 同类型元素在全文档使用相同字号
布局:
- 整洁的网格对齐 — 表格和文本块对齐统一的边距
- 充足的留白 — 不要堆砌内容,给内容留出呼吸空间
- 视觉层级 — 最重要的洞察最大/最突出
- 每页一个核心信息 — 支撑细节放在下方
颜色:
- 有限调色板 — 最多2-3种颜色(一种强调色用于突出重点)
- 柔和色调 — 避免亮/饱和颜色,使用藏蓝、灰色、柔和蓝色
- 统一含义 — 全文档相同颜色代表相同含义(比如强调色用于核心指标)
表格:
- 浅灰色表头行,文本加粗
- 交替行底纹(浅)或纯白背景加细边框
- 数字右对齐,文本左对齐
- 充足的单元格内边距 — 文本不要碰到边框
评分视觉:
- 使用●●● / ●●○ / ●○○体系,附带实际指标数值
- 对比表格中位置统一
可根据行业调整结构和指标,但需保持同等的专业完成度。
What's STRICT vs FLEXIBLE
严格规则 vs 灵活规则
| STRICT (Every Time) | FLEXIBLE (Case-by-Case) |
|---|---|
| Exact titles/sections when prompt specifies | Creative titles when prompt doesn't specify |
| Chart when prompt says chart; table when prompt says table | Visualization type when prompt doesn't specify |
| All data points/competitors listed in prompt | Number of competitors when prompt doesn't specify |
| Exact values/ratios when prompt specifies them | Rounding when prompt doesn't specify precision |
| Titles fit without overflow | Number of competitor categories |
| Minimum spacing between elements | Which dimensions to compare |
| Chart legends inside layout | Number of competitors profiled |
| No overlapping text/elements | Visualization type (2x2, radar, tier) |
| 严格规则(每次都需遵守) | 灵活规则(按需调整) |
|---|---|
| 指令指定的标题/章节需严格一致 | 指令未指定时可以使用创意标题 |
| 指令要求用图表就用图表,要求用表格就用表格 | 指令未指定时可以选择可视化类型 |
| 指令列出的所有数据点/竞品都需包含 | 指令未指定时可以自行决定竞品数量 |
| 指令指定的数值/比例需严格使用 | 指令未指定精度时可以自行决定取整规则 |
| 标题适配页面不溢出 | 可自行决定竞品分类数量 |
| 元素间最小间距要求 | 可自行决定对比维度 |
| 图表图例纳入布局 | 可自行决定分析的竞品数量 |
| 无重叠的文本/元素 | 可自行决定可视化类型(2x2矩阵、雷达图、分层图) |
WORKFLOW PHASES
工作流阶段
Phase 1: Clarify Requirements
阶段1:明确需求
Before starting, confirm:
- Scope: Single company deep-dive or multi-company comparison?
- Output: Presentation or written memo?
- Focus areas: Specific competitors, dimensions, or strategic questions?
- Investment context: Need scenarios/signposts?
- Source files: What data files are provided and what values should be extracted?
开始前确认:
- 范围: 单公司深度分析还是多公司对比?
- 输出: 演示文稿还是书面备忘录?
- 聚焦领域: 特定竞品、维度或战略问题?
- 投资场景: 是否需要场景分析/指示标记?
- 源文件: 提供了哪些数据文件,需要提取哪些数值?
Phase 2: Research → Outline → Review → Create
阶段2:调研 → 大纲 → 审核 → 制作
Do NOT create final output until outline is reviewed.
The 10-step Analysis Workflow below (Steps 0-9) is executed during Phase 2. Complete research and outlining before creating final slides or documents.
大纲审核通过前不要制作最终输出。
下方的10步分析工作流(步骤0-9)在阶段2执行。制作最终幻灯片或文档前完成所有调研和大纲梳理。
ANALYSIS WORKFLOW
分析工作流
Step 0: Identify Industry-Defining Metrics
步骤0:识别行业核心指标
Before diving into analysis, identify 3-5 metrics that matter most for this industry:
| Industry | Key Metrics |
|---|---|
| SaaS | ARR, NRR, CAC payback, LTV/CAC, Rule of 40 |
| Payments | GPV, take rate, attach rate, transaction margin |
| Marketplaces | GMV, take rate, buyer/seller ratio, repeat rate |
| Retail | Same-store sales, inventory turns, sales per sq ft |
| Logistics | Volume, cost per unit, on-time delivery %, capacity utilization |
For industries not listed, identify the 3-5 metrics that investors and operators use to benchmark performance.
Use these metrics consistently across all competitor comparisons.
深入分析前,先识别3-5个对该行业最重要的指标:
| 行业 | 核心指标 |
|---|---|
| SaaS | ARR, NRR, CAC payback, LTV/CAC, Rule of 40 |
| 支付行业 | GPV, take rate, attach rate, transaction margin |
| 平台 marketplace | GMV, take rate, 买卖双方比例, 复购率 |
| 零售 | 同店销售额, 库存周转, 每平方英尺销售额 |
| 物流 | 吞吐量, 单位成本, 准时交付率, 产能利用率 |
未列出的行业,识别投资者和运营者用来 benchmark 表现的3-5个核心指标即可。
所有竞品对比中统一使用这些指标。
Step 1: Market Context
步骤1:市场背景
- Market size (current and projected) with source
- Growth drivers and headwinds
- Key trends reshaping the industry
CORRECT: "The embedded payments market is $80-100B in 2024, growing at 20-25% CAGR (McKinsey 2024)"
WRONG: "The market is large and growing rapidly"
- 市场规模(当前和预测)及来源
- 增长驱动因素和阻力
- 重塑行业的核心趋势
正确示例: "嵌入式支付市场2024年规模为800-1000亿美元,CAGR 20-25%(McKinsey 2024)"
错误示例: "市场规模大且增长迅速"
Step 2: Industry Economics
步骤2:行业经济特征
Map value flows. Approach varies by industry type:
- Vertically-structured — Value chain layers with typical margin at each
- Platform/network — Ecosystem participants and value flows between them
- Fragmented — Consolidation dynamics and margin differences by scale
梳理价值流向,不同行业类型方法不同:
- 垂直结构行业 — 价值链各层级的典型利润率
- 平台/网络型行业 — 生态参与者及相互间的价值流向
- 碎片化行业 — 整合动态及不同规模玩家的利润率差异
Step 3: Target Company Profile
步骤3:目标公司概况
| Metric | Value |
|--------|-------|
| Revenue | $4.96B |
| Growth | +26% YoY |
| Gross Margin | 45% |
| Profitability | $373M Adj. EBITDA |
| Customers | 134K |
| Retention | 92% |
| Market Share | ~15% |For multi-segment companies, add segment breakdown:
| Segment | Revenue | Rev YoY | Rev % | EBITDA | EBITDA YoY | Margin |
|---------|---------|---------|-------|--------|------------|--------|
| Seg A | $25.1B | +26% | 57% | $6.5B | +31% | 26% |
| Seg B | $13.8B | +31% | 31% | $2.5B | +64% | 18% |
| Seg C | $5.1B | -2% | 12% | -$74M | -16% | -1% |
| Total | $44.0B | +18% | 100% | $6.5B* | - | 15% |*Note corporate costs if applicable
| Metric | Value |
|--------|-------|
| Revenue | $4.96B |
| Growth | +26% YoY |
| Gross Margin | 45% |
| Profitability | $373M Adj. EBITDA |
| Customers | 134K |
| Retention | 92% |
| Market Share | ~15% |多业务板块公司,添加板块拆分:
| Segment | Revenue | Rev YoY | Rev % | EBITDA | EBITDA YoY | Margin |
|---------|---------|---------|-------|--------|------------|--------|
| Seg A | $25.1B | +26% | 57% | $6.5B | +31% | 26% |
| Seg B | $13.8B | +31% | 31% | $2.5B | +64% | 18% |
| Seg C | $5.1B | -2% | 12% | -$74M | -16% | -1% |
| Total | $44.0B | +18% | 100% | $6.5B* | - | 15% |*如有公司层面成本需标注
Step 4: Competitor Mapping
步骤4:竞品归类
Group competitors using the framework that fits:
- By business model — Platform vs. vertical vs. horizontal
- By segment — Enterprise vs. SMB vs. consumer
- By posture — Direct vs. adjacent vs. emerging
- By origin — Incumbents vs. disruptors vs. new entrants
使用适配的框架对竞品分组:
- 按商业模式 — 平台 vs 垂直解决方案 vs 通用解决方案
- 按客群板块 — 企业客户 vs 中小客户 vs 消费者
- 按竞争态势 — 直接竞品 vs 邻域竞品 vs 新兴竞品
- 按出身 — incumbent vs 颠覆者 vs 新进入者
Step 5: Positioning Visualization
步骤5:定位可视化
| Visualization | Best For |
|---|---|
| 2x2 Matrix | Two dominant competitive factors |
| Radar/Spider | Multi-factor comparison |
| Tier Diagram | Natural clustering/strategic groups |
| Value Chain Map | Vertical industries |
| Ecosystem Map | Platform markets |
| 可视化类型 | 适用场景 |
|---|---|
| 2x2矩阵 | 两个核心竞争维度对比 |
| 雷达/蜘蛛图 | 多维度对比 |
| 分层图 | 自然聚类/战略分组 |
| 价值链地图 | 垂直行业 |
| 生态地图 | 平台市场 |
Step 6: Competitor Deep Dives
步骤6:竞品深度分析
Table 1 — Metrics:
| Metric | Value |
|--------|-------|
| Revenue | $X.XB |
| Growth | +XX% YoY |
| Gross Margin | XX% |
| Market Cap | $X.XB |
| Profitability | $XXXM EBITDA |
| Customers | XXK |
| Retention | XX% |
| Market Share | ~XX% |Table 2 — Qualitative:
| Category | Assessment |
|----------|------------|
| Business | What they do (1 sentence) |
| Strengths | 2-3 bullets |
| Weaknesses | 2-3 bullets |
| Strategy | Current priorities |表1 — 指标:
| Metric | Value |
|--------|-------|
| Revenue | $X.XB |
| Growth | +XX% YoY |
| Gross Margin | XX% |
| Market Cap | $X.XB |
| Profitability | $XXXM EBITDA |
| Customers | XXK |
| Retention | XX% |
| Market Share | ~XX% |表2 — 定性分析:
| Category | Assessment |
|----------|------------|
| Business | What they do (1 sentence) |
| Strengths | 2-3 bullets |
| Weaknesses | 2-3 bullets |
| Strategy | Current priorities |Step 7: Comparative Analysis
步骤7:对比分析
| Dimension | Company A | Company B | Company C |
|-----------|-----------|-----------|-----------|
| Scale | ●●● $160B | ●●○ $45B | ●○○ $8B |
| Growth | ●●○ +26% | ●●● +35% | ●●○ +22% |
| Margins | ●●○ 7.5% | ●○○ 3.2% | ●●● 15% || Dimension | Company A | Company B | Company C |
|-----------|-----------|-----------|-----------|
| Scale | ●●● $160B | ●●○ $45B | ●○○ $8B |
| Growth | ●●○ +26% | ●●● +35% | ●●○ +22% |
| Margins | ●●○ 7.5% | ●○○ 3.2% | ●●● 15% |Step 8: Strategic Context
步骤8:战略背景
- M&A transactions (multiples, strategic rationale)
- Partnership and integration trends
- Capital raising patterns
- Regulatory developments
- 并购交易(估值倍数、战略逻辑)
- 合作与整合趋势
- 融资模式
- 监管动态
Step 9: Synthesis
步骤9:总结
Competitive Moat Assessment:
Evaluate each competitor's durable advantages using these categories:
| Moat Type | What to Assess |
|---|---|
| Network Effects | Strength of user/supplier flywheel; cross-side vs. same-side effects |
| Switching Costs | Technical integration depth, contractual lock-in, behavioral habits |
| Scale Economies | Unit cost advantages at volume; minimum efficient scale |
| Intangible Assets | Brand value, proprietary data, regulatory licenses, patents |
Rate each as Strong / Moderate / Weak with supporting evidence.
Required Synthesis Elements:
- Durable advantages (hard to replicate) — map to moat categories above
- Structural vulnerabilities (hard to fix)
- Current state vs. trajectory
For investment contexts:
| Scenario | Probability | Key Driver |
|----------|-------------|------------|
| Bull | 30% | Market share gains, margin expansion |
| Base | 50% | Current trajectory continues |
| Bear | 20% | Competitive pressure, margin compression |竞争护城河评估:
按以下类别评估每个竞品的长期优势:
| 护城河类型 | 评估维度 |
|---|---|
| 网络效应 | 用户/供给端飞轮强度;跨边效应vs同边效应 |
| 转换成本 | 技术集成深度、合同锁定、用户习惯 |
| 规模效应 | 规模带来的单位成本优势;最低有效规模 |
| 无形资产 | 品牌价值、专有数据、监管牌照、专利 |
按强/中/弱评级,附带支撑证据。
必填总结要素:
- 长期优势(难以复制)—— 对应上述护城河类别
- 结构性弱点(难以修复)
- 当前状态 vs 发展轨迹
投资场景下添加:
| Scenario | Probability | Key Driver |
|----------|-------------|------------|
| Bull | 30% | Market share gains, margin expansion |
| Base | 50% | Current trajectory continues |
| Bear | 20% | Competitive pressure, margin compression |QUALITY CHECKLIST
质量检查清单
Before finalizing, verify:
Prompt Fidelity:
- ✅ Slide titles match prompt exactly (not paraphrased)
- ✅ Section names match prompt exactly
- ✅ Charts used where prompt says "chart"; tables where prompt says "table"
- ✅ All competitors/data points included (if prompt lists 7, include 7)
- ✅ All years/periods included (if prompt shows 2015-2025, include all)
- ✅ Exact values and formats used as specified in prompt
- ✅ Commentary uses exact phrasing when prompt specifies it
Source File & Data Consistency:
- ✅ All values from source files extracted directly (not recalculated)
- ✅ Same metric shows identical value across all slides
- ✅ Calculated percentages match source data or related figures
- ✅ Numbers use same decimal precision as source
Layout & Spacing:
- ✅ Minimum 0.4" gap between slide title and first content element
- ✅ No text or elements overlapping
- ✅ All content within 0.5" margin from slide edges
- ✅ Text fits within containers (no clipping or overflow)
- ✅ Slide titles fit within slide width (1-2 lines, no overflow)
Charts:
- ✅ Legends set to include_in_layout=True (no overlap with chart)
- ✅ Legend position appropriate (RIGHT for pie, BOTTOM for line/bar)
- ✅ No more than 6 series per chart; if more, split or use table
Typography:
- ✅ Font sizes explicitly set (not default)
- ✅ Same element type uses same font size across all slides
- ✅ Titles 28-32pt, headers 16-20pt, body 11-14pt, sources 8-10pt
Data & Sources:
- ✅ Every number has a source citation
- ✅ All competitor metrics from same fiscal period (flag exceptions)
- ✅ Same metric definitions across all competitors
Presentation Format:
- ✅ Slide titles state insights, not topics
- ✅ All slides have page numbers
- ✅ Charts are actual embedded PowerPoint objects (not ASCII/text)
- ✅ Segment tables include EBITDA where available; revenue-only acceptable for private companies
最终输出前,验证:
指令保真度:
- ✅ 幻灯片标题与指令完全匹配(未改写)
- ✅ 章节名称与指令完全匹配
- ✅ 指令要求用图表的地方用了图表,要求用表格的地方用了表格
- ✅ 所有竞品/数据点都已包含(如果指令列了7个,就包含7个)
- ✅ 所有年份/周期都已包含(如果指令给出2015-2025,就包含所有年份)
- ✅ 数值和格式与指令要求完全一致
- ✅ 表述与指令指定的措辞完全一致
源文件与数据一致性:
- ✅ 所有源文件数值直接提取(未重新计算)
- ✅ 同一指标在所有幻灯片中数值完全一致
- ✅ 计算出的百分比与源数据或相关数值匹配
- ✅ 数字的小数精度与源文件一致
布局与间距:
- ✅ 幻灯片标题与第一个内容元素的间距最小0.4英寸
- ✅ 无文本或元素重叠
- ✅ 所有内容距离幻灯片边缘至少0.5英寸
- ✅ 文本适配容器(无裁切或溢出)
- ✅ 幻灯片标题适配页面宽度(1-2行,无溢出)
图表:
- ✅ 图例设置为include_in_layout=True(不与图表重叠)
- ✅ 图例位置合适(饼图用右侧,折线/柱状图用底部)
- ✅ 每个图表系列不超过6个,超过则拆分或改用表格
排版:
- ✅ 字号明确设置(未用默认值)
- ✅ 同类型元素在所有幻灯片中使用相同字号
- ✅ 标题28-32pt,章节标题16-20pt,正文11-14pt,来源8-10pt
数据与来源:
- ✅ 所有数值都有来源标注
- ✅ 所有竞品指标来自同一财期(例外情况已标注)
- ✅ 所有竞品使用相同的指标定义
演示文稿格式:
- ✅ 幻灯片标题是洞察结论,不是主题
- ✅ 所有幻灯片都有页码
- ✅ 图表是实际嵌入的PowerPoint对象(不是ASCII/文本示意图)
- ✅ 板块表格可用时包含EBITDA,非上市公司可以仅放Revenue