A-Share Stock Dossier

Overview

Produce professional analyst-style stock reports that are process-transparent, evidence-bound, and directly executable. Always split conclusions into two layers: - 产业逻辑（fundamental/industry logic） - 交易逻辑（price/flow/sentiment logic）

Default output mode is long-form process report unless user explicitly asks for a short summary.

Workflow

Step 1) Fix scope and objective

• Extract stock list, cost, position size, horizon (日内 / 次日 / 5-10日), and risk preference.
• Confirm output mode:
• 单票深挖
• 组合分层（A/B/C）
• 盘前执行单
• If screenshot is provided, parse first; ask only missing fields.

Step 2) Pull structured baseline before any narrative

Run:

python skills/a-share-stock-dossier/scripts/a_share_snapshot.py 
  --codes 603618,002149,002506,002475,002729,601116,601096 
  --with-indices --with-kline --kline-days 60 --pretty

Lock objective facts first: - Price/pct/range/volume/turnover - 5d/10d/20d return - MA5/MA10/MA20/MA60 context - Index mood and breadth proxy

Field reference: - references/eastmoney-fields.md

Step 3) Run deep-search loop (before and during writing)

Use: - references/source-checklist.md - references/search-depth-protocol.md

Mandatory minimum evidence per stock: 1. Structured quote/kline data 2. One official source (CNINFO/exchange/company IR) 3. One mainstream finance source 4. One sector/leader verification source

Tool order: - web_search discover - web_fetch extract正文 - browser for JS-heavy/anti-bot/paginated/incomplete extraction

Step 4) Maintain retrieval log (hard requirement)

During analysis, build a step log S1..Sn. Each step must include: - 检索目标（why this search） - 查询/页面（query/url） - 摘要（1-3条关键事实） - 来源等级（官方/主流媒体/社区） - 对判断影响（supports/weakens/conflicts）

If a conclusion appears without supporting steps, do not keep it in final recommendations.

Step 5) Write stock analysis in fixed order

For each stock, output strictly in this order: 1. 公司业务与收入/应用场景定位 2. 当前市场叙事与叙事阶段（启动/强化/分歧/退潮） 3. 行业龙头与板块阶段（强度/轮动/分化） 4. 技术面（趋势、关键位、失效位） 5. 舆情与事件（利多/利空/争议） 6. 双逻辑判断 - 产业逻辑：在 / 弱化 / 失效 - 交易逻辑：在 / 弱化 / 失效 7. 明日三情景（强/中/弱）触发条件 -> 动作 8. 证据绑定（E1/E2/E3/E4）+ 置信度

Use template: - references/report-template.md

Step 6) Continuous-search triggers during writing

Pause and re-search immediately if: - only one source supports a key claim - key event is stale (>7 days) and no update is checked - price/volume behavior conflicts with narrative - wording becomes uncertain（可能/大概/据说） - sector leader list mismatches same-day board behavior

Step 7) Conflict resolution and stop rule

• Unify basis first (timestamp, adj/non-adj, intraday/close)
• Priority: official > exchange data > mainstream media > community
• If unresolved, keep explicit uncertainty notes

Stop searching only when: 1. each core conclusion has >=2 sources and >=1 official/preferred source 2. recent two re-search rounds add no high-value facts 3. conflicts are either resolved or explicitly marked

Step 8) Portfolio decision + self-correction

After all stocks: - Rank A/B/C: - A: 产业逻辑与交易逻辑同向 - B: 产业逻辑在、交易逻辑弱 - C: 交易逻辑受损 - Give one-line portfolio action (cut/hold/wait + why) - Add self-correction: - 2-3 weak points in this round - how to recalibrate thresholds next round

Output requirements (must follow)

Default to detailed analyst-report style with this top-level structure: 1. 检索过程纪要（S1..Sn） 2. 市场底色（结构化数据） 3. 逐股深度分析（证据逐条绑定） 4. 组合分层与执行重点 5. 本轮不确定性与下轮修正计划

Never output only short conclusions unless user asks explicitly.