Agent Skills › ginlix-ai/LangAlpha › sector-overview

sector-overview

GitHub

生成行业全景报告，涵盖市场规模、竞争格局、公司画像及估值分析。适用于客户报告或内部研究，输出包含图表的文档及数据附录。

skills/sector-overview/SKILL.md ginlix-ai/LangAlpha

Trigger Scenarios

需要行业市场分析竞争对手评估投资尽职调查

Install

npx skills add ginlix-ai/LangAlpha --skill sector-overview -g -y

More Options

Use without installing

npx skills use ginlix-ai/LangAlpha@sector-overview

指定 Agent (Claude Code)

npx skills add ginlix-ai/LangAlpha --skill sector-overview -a claude-code -g -y

安装 repo 全部 skill

npx skills add ginlix-ai/LangAlpha --all -g -y

预览 repo 内 skill

npx skills add ginlix-ai/LangAlpha --list

SKILL.md

Frontmatter

{
    "name": "sector-overview",
    "license": "Derived from anthropics\/financial-services-plugins (Apache-2.0). Modified for langalpha.",
    "description": "Industry landscape report: market size, competitive dynamics, company profiles, valuation context"
}

Sector Overview

Workflow

Step 1: Define Scope

Sector / subsector: What industry and how narrowly defined?
Purpose: Client report, internal research, pitch material, idea generation
Depth: High-level overview (5-10 pages) or deep dive (20-30 pages)
Angle: Neutral landscape vs. thematic thesis (e.g., "AI infrastructure buildout")
Universe: Public companies only, or include private?

Step 2: Market Overview

Market Size & Growth

Total addressable market (TAM) with source
Historical growth rate (5-year CAGR)
Forecast growth rate and key assumptions
Market segmentation (by product, geography, end market, customer type)

Industry Structure

Fragmented vs. consolidated — top 5 market share
Value chain map — where does value accrue?
Business model types (subscription, transaction, licensing, services)
Barriers to entry (capital, regulatory, technical, network effects)

Key Trends & Drivers

Secular tailwinds (3-5 major trends)
Headwinds and risks
Technology disruption vectors
Regulatory developments
M&A activity and consolidation trends

Step 3: Competitive Landscape

Company Profiles (for top 5-10 players):

Company	Revenue	Growth	EBITDA Margin	Market Share	Key Differentiator

For each company, brief profile:

Business description (2-3 sentences)
Strategic positioning and moat
Recent developments (earnings, M&A, product launches)
Valuation snapshot (P/E, EV/EBITDA, EV/Revenue)

Competitive Dynamics

How do companies compete? (price, product, service, distribution)
Who is gaining/losing share and why?
Disruption risk from new entrants or adjacent players

Step 4: Valuation Context

Sector trading multiples (current and historical range)
Premium/discount drivers (growth, margins, market position)
Recent M&A transaction multiples
How does the sector compare to the broader market?

Step 5: Investment Implications

Where are the best risk/reward opportunities?
What thematic bets can be expressed through this sector?
Key debates in the sector (bull vs. bear arguments)
Catalysts that could change the sector narrative

Step 6: Output

Word document or PowerPoint with:
- Market overview and sizing
- Competitive landscape map
- Company comparison table
- Valuation summary
- Key charts: market growth, share trends, valuation history
Excel appendix with detailed company data

Important Notes

Source all market size data — cite the research firm or methodology
Distinguish between TAM hype and realistic addressable market
Sector overviews age fast — note the date and flag data that may be stale
Charts are essential — market size waterfall, competitive positioning matrix, valuation scatter plot
If for a client, tailor the "so what" to their specific situation (M&A target identification, competitive positioning, market entry)