Rq Sector Overview
Generate a structured Chinese industry overview report from RiceQuant JSON datasets using the sector-overview generator script and template sections.
Install
npx skills add https://github.com/ricequant/ricequant-skills --skill rq-sector-overviewWhat is this skill?
- Fixed report skeleton: executive summary through risks and appendix placeholders
- generate_report.py reads a --data-dir of contract JSON files
- Documented inputs: sector_definition, stock_pool, financials, ROE, market_cap, and industry_map
- Sections cover competition, valuation, performance, and investment tracking framework
- Explicit data contract notes for pool formats and industry-level validation
Adoption & trust: 1 installs on skills.sh; 26 GitHub stars; 2/3 security scanners passed (skills.sh audits); trending (+100% hot-view momentum).
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Journey fit
Primary fit
Investment and product bets start with sector context before you validate scope or ship analytics dashboards. Research is the shelf because the output is an industry intelligence memo, not production monitoring or launch distribution.
Common Questions / FAQ
Is Rq Sector Overview safe to install?
skills.sh reports 2 of 3 security scanners passed. Review the Security Audits panel on this page before installing in production.
SKILL.md
READMESKILL.md - Rq Sector Overview
# 行业概览报告 - 报告日期：[[REPORT_DATE]] - 行业：[[INDUSTRY_NAME]] ## 执行摘要 [[EXEC_SUMMARY]] ## 行业定义与样本覆盖 [[SECTOR_SCOPE]] ## 行业状态判断 [[SECTOR_STATE]] ## 行业财务与盈利结构 [[FINANCIAL_STRUCTURE]] ## 竞争格局与集中度 [[COMPETITION]] ## 估值与股东回报 [[VALUATION]] ## 区间表现与相对收益 [[PERFORMANCE]] ## 投资线索与跟踪指标 [[INVESTMENT_FRAMEWORK]] ## 风险提示 [[RISK_SECTION]] ## 附录：口径说明 [[APPENDIX]] # sector-overview 数据契约 `sector-overview/scripts/generate_report.py` 默认从 `--data-dir` 读取以下 JSON 文件。 ## 1. `sector_definition.json` 可选文件。推荐字段： - `industry_name` - `industry_level` - `industry_value` - `industry_source` - `benchmark_order_book_id` - `factor_date` 用途： - 记录股票池生成规则和基准指数 ## 2. `stock_pool.json` 允许格式： ```json [ { "order_book_id": "600519.XSHG" } ] ``` 也允许直接包含 `industry level 0` 的完整行。 用途： - 定义行业成分股 ## 3. `instrument_meta.json` 典型字段： - `order_book_id` - `symbol` - `sector_code_name` - `industry_name` 用途： - 提供公司名称和基础元数据 ## 4. `industry_map.json` 典型字段： - `order_book_id` - `first_industry_name` - `second_industry_name` - `third_industry_name` 用途： - 行业分层描述 - 校验股票池确实来自同一行业口径 ## 5. `historical_financials.json` / `latest_financials.json` 典型字段： - `order_book_id` - `quarter` - `info_date` - `revenue` - `net_profit` - `gross_profit` - `total_assets` - `total_liabilities` - `cash_from_operating_activities` 用途： - 行业整体财务结构 - 计算营收/利润同比、毛利率、资产负债率、现金转化率 ## 6. `roe.json` 典型字段： - `order_book_id` - `date` - `return_on_equity_weighted_average` 用途： - 行业盈利质量和龙头对比 ## 7. `market_cap.json` 典型字段： - `order_book_id` - `date` - `market_cap` 用途： - 行业总市值、CR3/CR5/CR10 计算 - 龙头梯队与集中度分析 ## 8. `pe_ratio.json` / `pb_ratio.json` / `dividend_yield.json` 典型字段： - `order_book_id` - `date` - `pe_ratio` / `pb_ratio` / `dividend_yield` 说明： - `dividend_yield` 原始值为 bps，生成报告时需要除以 `100` 后按百分比展示 用途： - 行业估值中位数 - 机会筛选 - 股东回报比较 补充说明： - `PE` 相关横向比较默认以正值样本为主，亏损或异常高估值样本会单独作为压力样本观察，不直接充当“低估值”候选 ## 9. `price_period.json` 典型字段： - `order_book_id` - `datetime` - `close` 用途： - 计算股票池区间收益 ## 10. `benchmark_price.json` 典型字段： - `order_book_id` - `datetime` - `close` 用途： - 计算行业相对基准的超额收益 ## 11. `web_search_findings.json` 该文件可选，仅用于补充市场规模、行业趋势、监管政策、竞争格局和并购整合等网络搜索信息。 每条记录至少包含： - `query` - `source_name` - `source_type` - `title` - `url` - `published_at` - `retrieved_at` - `summary` - `why_relevant` - `confidence` - `finding_type` 推荐附加字段： - `subject` - `related_entities` 用途： - 补充 RQData 无法直接提供的行业背景层 - 为行业状态判断和投资线索提供实时网络搜索信息 ## 解析约定 - 所有文件都允许 `{"data": [...]}`、`{"data": {...}}`、`[...]`、`{...}` 四种包装方式 - 同一股票同一季度若存在多条财务记录，脚本会按 `info_date` 选择最新披露版本 - 估值和价格文件必须使用最近非空因子日；如果最近交易日返回空字符串，需要继续向前回溯 - `web_search_findings.json` 不能替代财务、估值、行情和公告等结构化主数据 - 报告正文面向客户阅读，附录仅保留必要口径说明，不回显输入文件清单或执行过程 # Sector Overview Web Search Reference ## Purpose Use `web_search` only to supplement market size, industry trend, policy, competition, and M&A information that `RQData CLI` does not directly provide for a sector-overview report. ## Allowed Coverage - Market size and growth outlook - Industry trend and demand drivers - Regulatory and policy developments - Competitive structure and market share context - M&A and industry consolidation updates ## Prohibited Usage - Do not replace prices, valuation factors, financials, or announcements - Do not use `web_search` to fabricate hard financial facts - Do not let low-confidence network-search information override structured sector data ## Required Output File All network-search findings must be written to `web_search_findings.json`. Each record must contain: - `query` - `source_name` - `source_type` - `title` - `url` - `published_at` - `retrieved_at` - `summary` - `why_relevant` - `confidence` - `finding_type` ## Allowed `finding_type` - `market_size_context` - `trend_context` - `policy_context` - `competition_context` - `mna_context` #!/usr/bin/env python3 """Template-driven sector overview report generator.""" from __future__ import annotations import argparse import json import re import shutil import subprocess from collections import Coun