SkillsAdd

spikehongg/china-stock-research-skills

business-decomposition-order-quality

Break down an A-share company's business model into segments, customers, products, regions, projects, and order pipeline quality.

First seen Mar 17, 2026

Installation

$ npx skills add spikehongg/china-stock-research-skills --skill business-decomposition-order-quality
View on skills.sh ↗ GitHub repository ↗

Summary

  • Break down an A-share company's business model into segments, customers, products, regions, projects, and order pipeline quality.
  • Use this skill when testing whether reported growth is supported by real delivery, healthy customers, and cash collection.
  • All outputs must include accessible source links.

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Also in this package

Other skills from spikehongg/china-stock-research-skills.

npx skills add spikehongg/china-stock-research-skills
china-stock-research-orchestrator 257 valuation-investment-strategy 172 financial-health 124 industry-competition-moat 123 strategy-business-transition 113 risk-warning-catalysts 113

Browse all from spikehongg/china-stock-research-skills

More details

Agent compatibility

Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.

Claude Code Not declared
Cursor Not declared
Codex Not declared
GitHub Copilot Not declared
Windsurf Not declared
Gemini CLI Not declared
Cline Not declared
OpenCode Not declared

Repository health

Stars 17
License LICENSE
Default branch main
Open issues 2
Status Active

Package contents

Files included with this skill beyond the listing page.

  • skill md SKILL.md 2,985 B
  • docs SUMMARY.md 346 B

History

  1. First seen on skills.sh
  2. First recorded snapshot · 125 installs

SKILL.md

Business Decomposition Order Quality

Dissect the company's growth engine and test the quality of its orders.

Non-Negotiable Rules

  • Attach an accessible source link to every major contract, order, customer, region, and product claim.
  • Distinguish signed orders, in-hand backlog, delivered revenue, and collected cash.
  • Mark unsupported customer or pricing claims as open questions.
  • Do not do final valuation here.
  • Default every intermediate and final output to Simplified Chinese unless the user explicitly requests another language.

Read First

  • skills/shared/references/source-registry.md
  • skills/shared/references/citation-standard.md
  • skills/shared/references/financial-kpi-dictionary.md
  • skills/shared/references/analysis-pattern-selector.md
  • skills/shared/references/language-output-standard.md
  • skills/business-decomposition-order-quality/references/order-quality-checklist.md
  • If the company is project or order-driven, also load skills/shared/references/project-order-business-overlay.md.
  • If the company is an IDC or AI-compute project case, skills/shared/references/idc-heavy-asset-transition-overlay.md and skills/business-decomposition-order-quality/references/idc-order-ledger-guide.md are optional example overlays.

When to Use

  • Analyze contract-driven or project-driven growth.
  • Test whether a new growth business is high quality or just high headline revenue.
  • Review customer concentration, order cancellation, delayed execution, and region mix.

Workflow

  1. Collect all major order announcements and recent reports.
  2. Build a table of products, projects, customers, regions, contract value, term, delivery stage, and revenue-recognition method.
  3. Compare order growth with revenue growth, gross margin, receivables, contract assets, and cash collection.
  4. Review project changes, cancellations, and contract revisions for signal value.
  5. Summarize which growth is recurring, which is one-off, and which may not convert.

Required Output

  • 事实: segment mix, customer mix, project list, order pipeline, revenue-recognition method
  • 解读: order quality, concentration risk, execution risk, delivery visibility
  • 待验证问题: unknown pricing, milestone schedule, payment terms, or customer dependence
  • Pipeline Table: order amount, stage, expected conversion, source
  • Use skills/shared/templates/idc-project-ledger.md only for IDC or operator-facing project portfolios.

Boundaries

  • Do not do a full solvency diagnosis.
  • Do not build the final industry moat conclusion.
  • Do not issue buy/sell recommendations.