Longbridge Supply Chain

Maps the value chain for an entire industry using Longbridge Securities data. You throw in a sector like semiconductors or EVs, and it breaks down upstream suppliers, midstream manufacturers, and downstream distributors, then pulls financial statements to compare gross margins across tiers. The goal is spotting bottleneck nodes where someone has pricing power. Triggers on Chinese and English phrases like "产业链", "supply chain", or "咽喉环节". Output is a structured map with investment commentary on which tier looks defensible. Hands off to other Longbridge skills for individual company deep dives or sector-wide valuation. Useful when you need to understand who controls the chokepoints in a supply chain before picking stocks.

Install to Claude Code

npx -y skills add longbridge/skills --skill longbridge-supply-chain --agent claude-code