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longbridge-supply-chain

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

longbridge-supply-chain

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.
行业供应链深度分析——绘制价值链，识别瓶颈，评估各环节的投资机会。
回复语言：匹配用户输入语言——简体中文/繁体中文/英文。

When to use

使用场景

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
.
当用户提问涉及以下内容时触发：
  • 某行业的供应链结构——"半导体产业链", "新能源车供应链", "semiconductor supply chain"
  • 上中下游细分——"上中下游分析", "upstream downstream"
  • 瓶颈/卡点识别——"卡脖子环节", "咽喉环节", "bottleneck"
  • 供应链投资——"产业链哪个环节最有投资价值", "supply chain investment"
若涉及单个公司基本面分析，请转用
longbridge-fundamental
。若涉及行业整体估值分析，请转用
longbridge-industry-valuation
。

Workflow

工作流程

  1. Identify the target industry from the prompt.
  2. Use knowledge to map the supply-chain tiers: upstream (raw materials / components), midstream (manufacturing / processing), downstream (end-product / distribution / end-user).
  3. For key representative companies at each tier, fetch financial data to compare gross margins and profitability.
  4. Identify bottleneck nodes based on gross margin premium, market concentration, and switching cost.
  5. Fetch recent news for supply-chain events (shortages, geopolitics, new entrants).
  6. Output a structured supply-chain map and investment commentary.
If unsure of exact flag names, run 
longbridge <subcommand> --help
before proceeding.
  1. 从用户提问中确定目标行业。
  2. 结合知识绘制供应链各环节：上游（原材料/零部件）、中游（制造/加工）、下游（终端产品/分销/终端用户）。
  3. 针对各环节的核心代表性企业，获取财务数据以对比毛利率和盈利能力。
  4. 根据毛利率溢价、市场集中度和转换成本识别瓶颈节点。
  5. 获取供应链相关近期新闻（短缺、地缘政治、新进入者等）。
  6. 输出结构化的供应链图谱和投资评论。
若不确定具体命令名称，请先运行
longbridge <subcommand> --help
再操作。

CLI

CLI

bash
undefined
bash
undefined

Supply-chain news and industry dynamics

供应链新闻及行业动态

longbridge news <SYMBOL> --format json
longbridge news <SYMBOL> --format json

Income statement for gross margin comparison across tiers

用于各环节毛利率对比的利润表

longbridge financial-report <SYMBOL> --kind IS --format json
longbridge financial-report <SYMBOL> --kind IS --format json

Industry valuation context

行业估值背景

longbridge industry-valuation <SYMBOL> --format json

Run for each representative company at each tier to compare margins and profitability.
longbridge industry-valuation <SYMBOL> --format json

针对各环节的代表性企业分别运行上述命令，以对比毛利率和盈利能力。

Output structure

输出结构

undefined
undefined

<Industry> Supply Chain Map

<Industry> Supply Chain Map

Upstream (上游)

Upstream (上游)

Key materials / components, key companies, avg gross margin, bargaining power
关键原材料/零部件、核心企业、平均毛利率、议价能力

Midstream (中游)

Midstream (中游)

Processing / manufacturing, key companies, avg gross margin, bargaining power
加工/制造、核心企业、平均毛利率、议价能力

Downstream (下游)

Downstream (下游)

End products / services / distribution, key companies, avg gross margin
终端产品/服务/分销、核心企业、平均毛利率

Bottleneck Analysis (咽喉环节)

Bottleneck Analysis (咽喉环节)

Which tier / company controls pricing, why, and for how long
哪个环节/企业掌控定价权，原因及持续时长

Investment Implications

Investment Implications

  • Highest-margin tier: ...
  • Most defensible position: ...
  • Near-term catalyst: ...
  • Risk: ...
undefined
  • 最高毛利率环节：...
  • 最具防御性的位置：...
  • 短期催化剂：...
  • 风险：...
undefined

Error handling

错误处理

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
.
场景简体回复繁体回复English reply
行业过于模糊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").
公司数据不可用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

MCP 备选方案

If 
longbridge
binary is not found, fall back to 
mcp__longbridge__news
and 
mcp__longbridge__financial_report
for each symbol.
若未找到
longbridge
可执行文件，则针对每个标的转用
mcp__longbridge__news
和
mcp__longbridge__financial_report
。

Related skills

相关技能

  • longbridge-industry-valuation
    — sector-level valuation analysis
  • longbridge-fundamental
    — individual company financials
  • longbridge-sector-monitor
    — sector-wide monitoring
  • longbridge-competitive-analysis
    — competitive positioning within a sector
  • longbridge-industry-valuation
    — 行业层面估值分析
  • longbridge-fundamental
    — 单个企业财务分析
  • longbridge-sector-monitor
    — 行业整体监控
  • longbridge-competitive-analysis
    — 行业内竞争定位分析

File layout

文件结构

skills/longbridge-supply-chain/
└── SKILL.md
skills/longbridge-supply-chain/
└── SKILL.md