look-04-business-market-distribution

Extract business composition, overseas sales, and customer concentration evidence from annual reports.

2|1|Updated Apr 17, 2026
One-click install
npx skills add https://github.com/shadowinlife/nano_quant_skills --skill look-04-business-market-distribution
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: look-04-business-market-distribution
Source: https://github.com/shadowinlife/nano_quant_skills/tree/main/2min-company-analysis/look-04-business-market-distribution
Command: npx skills add https://github.com/shadowinlife/nano_quant_skills --skill look-04-business-market-distribution

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires duckdb, and includes scripts (resource) components.

What problem does it solve?

本技能仅处理七看八问中的第4条规则:四看业务构成与市场分布,目的是识别企业是否存在对单一业务或市场的过度依赖,并提供基于申万三级行业同行池的横向对比证据。 通过将结构化数据上下文(如 stk_info、idx_sw_l3_peers)与年报全文文本证据结合,提取相关段落与证据以支撑分析结论。

Core Features & Use Cases

  • 基于结构化上下文与年报全文文本证据的工作流,进行业务构成、海外销售占比、以及客户集中度等维度的取证。
  • 支持与申万L3同行池进行对比,默认选取同一L3分类下的若干样本。
  • 若未提供年报全文文本,返回 human-in-loop-required,并明确请求最近 3 年的年报全文或全文地址。
  • 如果仅提供部分年报或未出现关键证据,返回 partial,并继续列出缺失输入请求。
  • 证据输出不强制给出定量结论;仅输出原文片段、命中关键词和数值候选。
  • 输出包含目标公司结构化画像、同行对比样本、以及缺失输入清单,以驱动后续工作。

Quick Start

Run the look-04 skill with a stock code, optional as-of date, and lookback years, and provide a report bundle if available.

Frequently Asked Questions about look-04-business-market-distribution

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I assess business mix and market exposure risk from annual reports?

You can extract evidence of business composition, overseas sales, and customer concentration from annual report full text to identify single-business or single-market dependency risks.

Can I benchmark customer concentration against industry peers?

Yes, you can benchmark customer concentration against Shenwan L3 industry peers by providing a stock code to automatically select peer samples from the same L3 classification for horizontal comparison.

What happens if I do not provide the annual report full text for business analysis?

If annual report full text is missing, the Skill returns a human-in-the-loop-required status and explicitly requests the full text or URLs for the most recent 3 years of annual reports to proceed.

Does this business risk assessment tool require DuckDB?

Yes, DuckDB is required as a dependency to process structured data context and execute the business mix and market distribution evidence extraction workflow.

What does it mean when the evidence extraction returns a partial status?

A partial status indicates that only some annual reports or key evidence were provided, so the Skill lists missing inputs and continues requesting the remaining data needed to complete the risk assessment.

Why does the output only contain raw text snippets instead of quantitative risk conclusions?

The evidence extraction output intentionally avoids forcing quantitative conclusions, returning only original text snippets, matched keywords, and numerical candidates to support your own independent risk assessment decisions.