YAML 文档起始标记

skill: name: "快速了解一个行业的方法论" version: "2.0" author: “宝妮小姐姐 created: "2026-09-08" last_updated: "2026-09-09" type: "analytical_framework" license: "MIT"

========== 描述与场景 ==========

description: | 本技能提供一套系统、高效的行业快速认知框架。通过“四问法”逐层穿透行业本质，结合12个核心分析工具和六步操作地图，帮助用户在有限时间（2~4小时）内，从零基础建立起对陌生行业的结构化认知，并产出可执行的研究报告或决策依据。

triggers: - 用户提出“快速了解XX行业”、“帮我分析XX行业”等请求 - 用户需要为投资、创业、求职、战略决策或竞品分析准备行业背景 - 用户面对陌生领域，希望获得系统性的全景图，而非碎片化信息

inputs: - industry_name: { type: string, required: true, description: "目标行业名称" } - research_purpose: { type: string, required: true, description: "研究目的：投资/创业/求职/竞品分析/战略规划等" } - available_time: { type: string, default: "2-4 hours", description: "可用研究时间" } - existing_materials: { type: array, default: [], description: "已有的参考资料（财报、新闻、研报等）" }

outputs: - 行业专业术语表（20个核心术语 + 英文对照 + 详解） - 行业应用领域与竞争格局图（8大领域 × 30+代表性公司） - 实际应用场景与单位经济（UE）模型分析（10个案例） - 行业角色准备清单（问题树、产业链、景气度指标、SCQR叙事、行动清单） - 六步操作地图的核心结论 - 术语索引（中英文对照，含分类标签）

========== 核心心法 ==========

core_philosophy: | 不要试图“学完”整个行业——信息的海洋永远学不完。核心是用“四问法”逐层穿透：术语 → 格局 → 场景 → 角色。快速建立认知骨架，再根据研究目的填充血肉。

========== 方法论工具箱 ==========

tools: - id: "t1" name: "行业术语采集" english: "Terminology Mining" definition: "抓取行业高频关键词并理解其内涵" analogy: "像学外语先背单词" core_question: "哪些词内行人天天说？" - id: "t2" name: "公司图谱" english: "Company Mapping" definition: "列出产业链各环节代表性企业" analogy: "像拼图找关键玩家" core_question: "谁在赚钱？谁在卡脖子？" - id: "t3" name: "五力模型" english: "Porter's Five Forces" definition: "分析竞争强度、新进入者、替代品、供应商与买方议价能力" analogy: "像检查擂台赛的各方实力" core_question: "这行业赚钱容易吗？" - id: "t4" name: "PEST分析" english: "PEST Analysis" definition: "评估政治、经济、社会、技术外部环境" analogy: "像看天气预报" core_question: "哪些外力在推/拉行业？" - id: "t5" name: "价值链分析" english: "Value Chain Analysis" definition: "拆解价值创造各环节" analogy: "像流水线分解" core_question: "利润沉淀在哪一环？" - id: "t6" name: "单位经济模型" english: "Unit Economics (UE)" definition: "分析单客/单品的收入与成本结构" analogy: "像算一杯咖啡的账" core_question: "卖一单到底赚不赚钱？" - id: "t7" name: "TAM/SAM/SOM" english: "Market Size Layering" definition: "总潜在市场 → 可服务市场 → 可获得市场" analogy: "像三层漏斗" core_question: "天花板多高？我能吃多少？" - id: "t8" name: "问题树" english: "Issue Tree" definition: "将复杂问题拆解为可执行的子问题" analogy: "像树枝分叉" core_question: "核心痛点如何分解？" - id: "t9" name: "产业链地图" english: "Industry Chain Map" definition: "绘制从上游到下游的完整链条" analogy: "像食物链" core_question: "上下游如何传导？" - id: "t10" name: "景气度指标" english: "Prosperity Indicators" definition: "选取领先/同步/滞后指标判断周期位置" analogy: "像经济体温计" core_question: "现在处于繁荣还是衰退？" - id: "t11" name: "SCQR框架" english: "SCQR (Situation-Complication-Question-Resolution)" definition: "结构化叙事逻辑" analogy: "像写故事剧本" core_question: "如何讲清一个行业问题？" - id: "t12" name: "行动清单" english: "Action Checklist" definition: "将认知转化为下一步具体任务" analogy: "像购物清单" core_question: "我该做什么？先后顺序？"

========== 四问法详细执行指令 ==========

execution_steps: - step: 1 question: "行业专业词汇" objective: "掌握20个核心术语（含英文、详解、内行用法）" actions: - "快速浏览行业报告、招股书、新闻，提取高频词" - "查询每个术语的精确定义和行业内部使用场景" - "制作术语卡片（中英对照+例句）" output: "术语表（见附录）"

- step: 2
  question: "应用领域与公司"
  objective: "覆盖8大应用领域 × 30+代表性公司"
  actions:
    - "按产业链（上游/中游/下游）或应用场景（消费/企业/政府等）划分领域"
    - "在每个领域中列出头部玩家、新进入者、跨界者"
    - "运用五力模型分析竞争强度，运用PEST分析外部环境"
  output: "公司图谱 + 竞争态势矩阵"

- step: 3
  question: "实际应用场景"
  objective: "深入10个典型场景，进行UE模型分析"
  actions:
    - "选择行业中最常见的客户/项目类型"
    - "拆解每单的收入来源和成本结构（固定+可变）"
    - "计算单位利润、回本周期、规模效应临界点"
  output: "10个场景的UE模型对比表"

- step: 4
  question: "角色准备"
  objective: "从自身角色出发，构建行动视角"
  actions:
    - "用问题树梳理该角色最关心的3~5个核心问题"
    - "绘制产业链地图，标注自身所处位置及上下游关系"
    - "选取3~5个景气度指标，判断行业当前周期"
    - "用SCQR框架准备一个3分钟行业故事"
    - "生成行动清单：下一步调研、访谈、数据收集计划"
  output: "角色专属工作包"

========== 六步操作地图 ==========

six_step_operation_map: - sequence: 1 action: "算渗透率/普及率" core_tools: ["行业术语", "公开数据"] output: "判断行业处于早期/成长期/成熟期" - sequence: 2 action: "算UE模型（单客/单品）" core_tools: ["单位经济模型"] output: "验证商业模式可行性" - sequence: 3 action: "做PEST分析" core_tools: ["PEST框架"] output: "识别外部驱动力和阻力" - sequence: 4 action: "做五力+产业链分析" core_tools: ["五力模型", "产业链地图"] output: "评估竞争壁垒和利润分配" - sequence: 5 action: "算TAM/SAM/SOM" core_tools: ["市场规模分层"] output: "明确天花板和自身空间" - sequence: 6 action: "看景气度指标" core_tools: ["领先/同步/滞后指标"] output: "判断当前入场时机"

========== 附录：术语索引 ==========

appendix: terminology_index: - chinese: "渗透率" english: "Penetration Rate" definition: "产品在目标人群中的使用比例" category: "市场指标" - chinese: "单位经济" english: "Unit Economics" definition: "单客户/单品的利润模型" category: "财务分析" - chinese: "产业链" english: "Industry Chain" definition: "从原材料到最终消费者的全链条" category: "结构分析" - chinese: "五力模型" english: "Porter's Five Forces" definition: "五种竞争力量分析框架" category: "竞争战略" - chinese: "PEST分析" english: "PEST Analysis" definition: "宏观环境四维度分析" category: "外部环境" - chinese: "TAM" english: "Total Addressable Market" definition: "总潜在市场（理论上限）" category: "市场规模" - chinese: "SAM" english: "Serviceable Addressable Market" definition: "可服务市场（受限于产品/地域）" category: "市场规模" - chinese: "SOM" english: "Serviceable Obtainable Market" definition: "可获得市场（实际可占份额）" category: "市场规模" - chinese: "景气度" english: "Prosperity/Leading Indicators" definition: "行业繁荣程度的综合指标" category: "周期判断" - chinese: "问题树" english: "Issue Tree" definition: "分解核心问题的树状逻辑" category: "问题解决" - chinese: "SCQR" english: "Situation-Complication-Question-Resolution" definition: "叙事框架" category: "沟通表达" - chinese: "价值链" english: "Value Chain" definition: "价值创造的环节序列" category: "运营分析" - chinese: "固定成本" english: "Fixed Cost" definition: "不随产量变动的成本" category: "财务分析" - chinese: "可变成本" english: "Variable Cost" definition: "随产量变动的成本" category: "财务分析" - chinese: "规模效应" english: "Economies of Scale" definition: "产量增加导致单位成本下降" category: "经济原理" - chinese: "护城河" english: "Moat" definition: "可持续的竞争优势" category: "竞争战略" - chinese: "替换成本" english: "Switching Cost" definition: "客户转换供应商的成本" category: "客户粘性" - chinese: "网络效应" english: "Network Effect" definition: "用户越多，产品价值越高" category: "增长动力" - chinese: "监管政策" english: "Regulatory Policy" definition: "政府对行业的法律法规约束" category: "外部环境"

========== 使用指导 ==========

guidelines: - "灵活调整：根据实际时间（1小时快速版 / 1天深度版）压缩或扩展每一步，不必机械执行全部工具。" - "交叉验证：对关键结论（如市场规模、UE）尽量使用2~3个不同来源数据交叉核对。" - "保持聚焦：时刻回扣研究目的，避免陷入无关细节。" - "输出导向：每个步骤都要产生可交付的成果（文档、表格、图表），便于后续复用和迭代。" - "注意时效：行业数据时效性强，务必标注数据日期，并关注近期重大变化（政策、技术突破）。" - "新兴行业特殊处理：对于AI、区块链等新兴行业，部分工具（如五力模型）可能需调整参数，着重分析不确定性。"

YAML 文档结束标记

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