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ChineseCompany Research Skill
公司调研Skill
Overview
概述
I help you conduct comprehensive company research for investment decisions, business development, or competitive intelligence. I analyze business models, competitive positioning, market dynamics, and management quality.
What I can do:
- Business model canvas analysis
- Competitive landscape mapping
- SWOT and Porter's Five Forces analysis
- Market size and growth assessment
- Management and governance review
- Risk identification
What I cannot do:
- Access proprietary databases
- Conduct primary research (interviews)
- Provide real-time data
- Verify information accuracy
我可以为你的投资决策、业务拓展或竞争情报需求开展全面的公司调研。我会分析商业模式、竞争定位、市场动态及管理团队质量。
我能做的事:
- 商业模式画布分析
- 竞争格局梳理
- SWOT与Porter's Five Forces分析
- 市场规模与增长评估
- 管理与治理审查
- 风险识别
我不能做的事:
- 访问专有数据库
- 开展一手调研(如访谈)
- 提供实时数据
- 验证信息准确性
How to Use Me
使用方法
Step 1: Specify the Company
步骤1:指定目标公司
Tell me:
- Company name and ticker (if public)
- Industry/sector
- Geography focus
- Public or private
请告诉我:
- 公司名称及股票代码(若为上市公司)
- 所属行业/领域
- 地域聚焦
- 上市或私有属性
Step 2: Choose Research Scope
步骤2:选择调研范围
- Quick Overview: 1-page summary
- Standard Research: Comprehensive analysis
- Deep Dive: Detailed due diligence
- Specific Focus: Choose particular aspects
- 快速概览:1页摘要
- 标准调研:全面分析
- 深度调研:详细尽职调查
- 特定聚焦:选择特定分析维度
Step 3: Specify Use Case
步骤3:明确使用场景
- Investment decision
- Competitive intelligence
- Partnership evaluation
- M&A target assessment
- Market entry analysis
- 投资决策
- 竞争情报收集
- 合作伙伴评估
- 并购目标评估
- 市场进入分析
Research Framework
调研框架
Business Model Analysis
商业模式分析
Revenue Model
收入模式
| Type | Description | Examples |
|---|---|---|
| Subscription | Recurring revenue | SaaS, Media |
| Transaction | Per-transaction fees | Payments, Marketplaces |
| Licensing | IP monetization | Software, Pharma |
| Advertising | Attention monetization | Social media, Search |
| Hardware | Product sales | Apple, Tesla |
| Services | Time/expertise billing | Consulting, Legal |
| 类型 | 描述 | 示例 |
|---|---|---|
| Subscription | recurring revenue | SaaS、媒体行业 |
| Transaction | 每笔交易收费 | 支付平台、交易市场 |
| Licensing | IP变现 | 软件、制药行业 |
| Advertising | 注意力变现 | 社交媒体、搜索引擎 |
| Hardware | 产品销售 | Apple、Tesla |
| Services | 按时间/专业能力计费 | 咨询、法律服务 |
Value Chain Position
价值链定位
Upstream → Manufacturing → Distribution → Retail → End User
↑ ↑ ↑ ↑
Where does the company operate in the value chain?上游 → 制造 → 分销 → 零售 → 终端用户
↑ ↑ ↑ ↑
该公司在价值链中处于哪个环节?Competitive Analysis Framework
竞争分析框架
Porter's Five Forces
Porter's Five Forces
- Threat of New Entrants: Barriers to entry, capital requirements
- Bargaining Power of Suppliers: Supplier concentration, switching costs
- Bargaining Power of Buyers: Customer concentration, price sensitivity
- Threat of Substitutes: Alternative solutions, switching costs
- Industry Rivalry: Number of competitors, market growth, differentiation
- Threat of New Entrants:进入壁垒、资金要求
- Bargaining Power of Suppliers:供应商集中度、转换成本
- Bargaining Power of Buyers:客户集中度、价格敏感度
- Threat of Substitutes:替代方案、转换成本
- Industry Rivalry:竞争对手数量、市场增长、差异化程度
Competitive Positioning Matrix
竞争定位矩阵
High Price
│
Premium │ Differentiated
(Apple) │ (Tesla)
│
Low ─────────────────────┼───────────────────── High
Value │ Value
│
Cost Leader │ Best Value
(Walmart) │ (Costco)
│
Low Price 高价格
│
高端品牌 │ 差异化品牌
(Apple) │ (Tesla)
│
低 ─────────────────────┼───────────────────── 高
价值 │ 价值
│
成本领先者 │ 最优价值
(Walmart) │ (Costco)
│
低价格SWOT Analysis
SWOT分析
| Strengths | Weaknesses |
|---|---|
| Internal advantages | Internal limitations |
| Core competencies | Resource gaps |
| Competitive moats | Operational issues |
| Opportunities | Threats |
|---|---|
| Market trends | Competitive risks |
| Growth vectors | Regulatory risks |
| New markets | Technology disruption |
| 优势 | 劣势 |
|---|---|
| 内部优势 | 内部局限 |
| 核心竞争力 | 资源缺口 |
| 竞争护城河 | 运营问题 |
| 机会 | 威胁 |
|---|---|
| 市场趋势 | 竞争风险 |
| 增长方向 | 监管风险 |
| 新市场 | 技术颠覆 |
Output Format
输出格式
markdown
undefinedmarkdown
undefinedCompany Research Report: [Company Name]
公司调研报告:[公司名称]
Ticker: [If applicable]
Sector: [Industry]
Headquarters: [Location]
Founded: [Year]
Employees: [Number]
Research Date: [Date]
股票代码:[如适用]
行业:[所属领域]
总部地点:[所在地]
成立年份:[年份]
员工数量:[人数]
调研日期:[日期]
Executive Summary
执行摘要
[3-4 sentences summarizing the company, its market position, key strengths, and primary risks]
Investment/Partnership Suitability: [Attractive / Neutral / Caution]
[3-4句话总结公司情况、市场地位、核心优势及主要风险]
投资/合作适配性:[推荐/中性/谨慎]
Business Overview
业务概述
Company Description
公司简介
[What the company does, history, key milestones]
[公司业务、发展历史、关键里程碑]
Business Model
商业模式
[How the company makes money]
| Revenue Stream | % of Revenue | Description |
|---|---|---|
| [Stream 1] | XX% | |
| [Stream 2] | XX% | |
| [Stream 3] | XX% |
[公司盈利方式]
| 收入来源 | 占收入比例 | 描述 |
|---|---|---|
| [来源1] | XX% | |
| [来源2] | XX% | |
| [来源3] | XX% |
Key Products/Services
核心产品/服务
- [Product 1]: [Description, market position]
- [Product 2]: [Description, market position]
- [Product 3]: [Description, market position]
- [产品1]:[描述、市场地位]
- [产品2]:[描述、市场地位]
- [产品3]:[描述、市场地位]
Market Analysis
市场分析
Industry Overview
行业概况
[Industry description, size, growth rate, key trends]
[行业描述、规模、增长率、核心趋势]
Total Addressable Market (TAM)
总可寻址市场(TAM)
| Market | Size | Growth | Source |
|---|---|---|---|
| TAM | $XXB | XX% CAGR | |
| SAM | $XXB | XX% CAGR | |
| SOM | $XXB | XX% CAGR |
| 市场 | 规模 | 增长率 | 来源 |
|---|---|---|---|
| TAM | $XXB | XX% CAGR | |
| SAM | $XXB | XX% CAGR | |
| SOM | $XXB | XX% CAGR |
Key Industry Trends
核心行业趋势
- [Trend 1]
- [Trend 2]
- [Trend 3]
- [趋势1]
- [趋势2]
- [趋势3]
Competitive Landscape
竞争格局
Market Position
市场地位
[Company's position relative to competitors]
[公司相对于竞争对手的定位]
Key Competitors
主要竞争对手
| Competitor | Market Share | Strengths | Weaknesses |
|---|---|---|---|
| [Comp 1] | XX% | ||
| [Comp 2] | XX% | ||
| [Comp 3] | XX% |
| 竞争对手 | 市场份额 | 优势 | 劣势 |
|---|---|---|---|
| [竞品1] | XX% | ||
| [竞品2] | XX% | ||
| [竞品3] | XX% |
Competitive Advantages (Moats)
竞争优势(护城河)
- Brand/Reputation
- Network Effects
- Switching Costs
- Cost Advantages
- Intangible Assets (IP, Licenses)
- Efficient Scale
- 品牌/声誉
- 网络效应
- 转换成本
- 成本优势
- 无形资产(IP、许可证)
- 高效规模
Porter's Five Forces Assessment
Porter's Five Forces评估
| Force | Intensity | Rationale |
|---|---|---|
| New Entrants | Low/Med/High | |
| Supplier Power | Low/Med/High | |
| Buyer Power | Low/Med/High | |
| Substitutes | Low/Med/High | |
| Rivalry | Low/Med/High |
| 力量 | 强度 | 理由 |
|---|---|---|
| 新进入者威胁 | 低/中/高 | |
| 供应商议价能力 | 低/中/高 | |
| 购买者议价能力 | 低/中/高 | |
| 替代品威胁 | 低/中/高 | |
| 行业竞争程度 | 低/中/高 |
SWOT Analysis
SWOT分析
| Strengths | Weaknesses |
|---|---|
| • [S1] | • [W1] |
| • [S2] | • [W2] |
| • [S3] | • [W3] |
| Opportunities | Threats |
|---|---|
| • [O1] | • [T1] |
| • [O2] | • [T2] |
| • [O3] | • [T3] |
| 优势 | 劣势 |
|---|---|
| • [S1] | • [W1] |
| • [S2] | • [W2] |
| • [S3] | • [W3] |
| 机会 | 威胁 |
|---|---|
| • [O1] | • [T1] |
| • [O2] | • [T2] |
| • [O3] | • [T3] |
Management & Governance
管理与治理
Leadership Team
领导团队
| Name | Title | Background | Tenure |
|---|---|---|---|
| CEO | |||
| CFO | |||
| CTO |
| 姓名 | 职位 | 背景 | 任职年限 |
|---|---|---|---|
| CEO | |||
| CFO | |||
| CTO |
Board Composition
董事会构成
[Independent directors, expertise, potential conflicts]
[独立董事、专业能力、潜在利益冲突]
Corporate Governance
公司治理
- Insider ownership: XX%
- Institutional ownership: XX%
- Governance concerns: [If any]
- 内部人持股比例:XX%
- 机构投资者持股比例:XX%
- 治理问题:[如有]
Financial Snapshot
财务快照
| Metric | Value | Trend |
|---|---|---|
| Revenue | $XXM | ↑↓→ |
| Revenue Growth | XX% | |
| Gross Margin | XX% | |
| Operating Margin | XX% | |
| Net Margin | XX% | |
| ROE | XX% | |
| Debt/Equity | X.XX |
| 指标 | 数值 | 趋势 |
|---|---|---|
| 营收 | $XXM | ↑↓→ |
| 营收增长率 | XX% | |
| 毛利率 | XX% | |
| 营业利润率 | XX% | |
| 净利润率 | XX% | |
| 净资产收益率(ROE) | XX% | |
| 债务权益比 | X.XX |
Risk Assessment
风险评估
Key Risks
主要风险
| Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|
| [Risk 1] | High/Med/Low | High/Med/Low | |
| [Risk 2] | High/Med/Low | High/Med/Low | |
| [Risk 3] | High/Med/Low | High/Med/Low |
| 风险 | 可能性 | 影响 | 缓解措施 |
|---|---|---|---|
| [风险1] | 高/中/低 | 高/中/低 | |
| [风险2] | 高/中/低 | 高/中/低 | |
| [风险3] | 高/中/低 | 高/中/低 |
Conclusion & Recommendations
结论与建议
Summary Assessment
总体评估
[Overall view on the company]
[对公司的整体评价]
Key Takeaways
关键要点
- [Takeaway 1]
- [Takeaway 2]
- [Takeaway 3]
- [要点1]
- [要点2]
- [要点3]
Recommended Next Steps
建议下一步行动
- [Action 1]
- [Action 2]
- [行动1]
- [行动2]
Appendix
附录
Sources
信息来源
- Company filings and reports
- Industry reports
- News articles
- Analyst reports (if available)
- 公司备案文件与报告
- 行业报告
- 新闻文章
- 分析师报告(如有)
Disclaimer
免责声明
This research is based on publicly available information and AI analysis. It should not be considered as investment advice or a recommendation to buy, sell, or hold any securities.
---本调研基于公开可获取的信息及AI分析,不构成投资建议,也不代表对任何证券的买入、卖出或持有推荐。
---Tips for Better Results
优化结果的小贴士
- Specify the purpose of your research (investment, partnership, competitive intel)
- Provide any known information to focus the analysis
- Ask for specific frameworks if you prefer particular analysis methods
- Request comparison with specific competitors
- Indicate depth level needed (quick scan vs deep dive)
- 明确调研目的(投资、合作、竞争情报)
- 提供已知信息以聚焦分析方向
- 指定分析框架(若偏好特定分析方法)
- 要求竞品对比(针对特定竞争对手)
- 说明调研深度(快速扫描 vs 深度调研)
Limitations
局限性
- Cannot access real-time data or proprietary databases
- Analysis based on publicly available information
- Cannot conduct primary research or interviews
- May not reflect most recent developments
- Does not replace professional due diligence
Built by the Claude Office Skills community. Contributions welcome!
- 无法访问实时数据或专有数据库
- 分析基于公开可获取的信息
- 无法开展一手调研或访谈
- 可能未反映最新动态
- 不能替代专业尽职调查
由Claude Office Skills社区构建,欢迎贡献!