longbridge-sector-rotation

Original：🇺🇸 English

Translated

Sector-rotation snapshot across A-share, HK, and US markets — point-in-time multi-factor scoring of momentum, capital flow, and valuation to rank sectors by current cycle strength. For ongoing 6–12 month cycle positioning and allocation recommendations use longbridge-sector-monitor. Triggers: "行业轮动", "板块轮动", "行业动量排名", "强势板块", "弱势板块", "行业资金流", "板块涨幅榜", "行業輪動", "板塊輪動", "行業動量排名", "強勢板塊", "弱勢板塊", "行業資金流", "板塊漲幅榜", "sector rotation", "sector momentum ranking", "leading sector", "lagging sector", "sector capital flow", "sector strength ranking".

3installs

Sourcelongbridge/skills

Added on2026-05-09

NPX Install

npx skill4agent add longbridge/skills longbridge-sector-rotation

SKILL.md Content

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longbridge-sector-rotation

Multi-factor sector-rotation scanner. Combines price momentum, capital flow, and valuation to rank industries by cycle leadership across A-share, HK, and US markets.

Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.

When to use

"当前哪些行业最强", "which sectors are leading?", "目前哪些行業最強"
"A 股行业轮动到哪了", "sector rotation signal for A-shares"
"科技 vs 消费 vs 金融谁在跑赢", "板块动量排名"
"强势板块有哪些", "弱势板块", "leading / lagging sectors"

For single-stock capital flow route to

longbridge-capital-flow

. For single-stock valuation route to

longbridge-valuation

.

Workflow

Clarify scope — ask the user for market (A-share / HK / US) and time window (20-day / 60-day) if not given. Default: A-share, 20-day momentum.
Select representative sector indices or ETFs for the market:
- A-share: 申万一级行业指数 (SW L1); common symbols like
```
801010.SH
```
  (agriculture),
```
801020.SH
```
  (mining),
```
801030.SH
```
  (chemicals),
```
801040.SH
```
  (steel),
```
801050.SH
```
  (non-ferrous),
```
801080.SH
```
  (electronics),
```
801130.SH
```
  (media),
```
801140.SH
```
  (retail),
```
801150.SH
```
  (F&B),
```
801160.SH
```
  (home appliances),
```
801170.SH
```
  (auto),
```
801180.SH
```
  (property),
```
801200.SH
```
  (retail),
```
801710.SH
```
  (building materials),
```
801720.SH
```
  (construction),
```
801730.SH
```
  (utilities),
```
801740.SH
```
  (defense),
```
801750.SH
```
  (IT),
```
801760.SH
```
  (telecom),
```
801770.SH
```
  (biotech),
```
801780.SH
```
  (financials),
```
801790.SH
```
  (brokers).
- HK: use sector ETFs or HSI sub-indices.
- US: use SPDR sector ETFs (
```
XLK.US
```
  ,
```
XLF.US
```
  ,
```
XLE.US
```
  ,
```
XLV.US
```
  ,
```
XLY.US
```
  ,
```
XLI.US
```
  ,
```
XLP.US
```
  ,
```
XLB.US
```
  ,
```
XLRE.US
```
  ,
```
XLU.US
```
  ,
```
XLC.US
```
  ).

Fetch kline data for each sector symbol to compute momentum. Run

longbridge kline --help

to verify flags:

bash

longbridge kline <SYMBOL> --period day --count 65 --format json

Compute momentum score for each sector (LLM in-context):
- 20-day return:
```
(close[-1] / close[-20]) - 1
```
- 60-day return:
```
(close[-1] / close[-60]) - 1
```
Fetch capital flow for top candidates (up to 5 by momentum):
bash
```
longbridge capital <SYMBOL> --flow --format json
```

Fetch industry valuation for context:

bash

longbridge industry-valuation <SYMBOL> --format json

Run

longbridge industry-valuation --help

if unsure of flags.

Score and rank: combine momentum (60%), capital flow direction (25%), valuation discount vs history (15%). Sort descending.
Output the rotation table (see Output section). Cite Longbridge Securities.

CLI

Run

--help

before calling any subcommand if unsure of flags.

bash

# Step 1: kline for momentum (repeat per sector symbol)
longbridge kline 801750.SH --period day --count 65 --format json

# Step 2: capital flow for shortlisted sectors
longbridge capital 801750.SH --flow --format json

# Step 3: industry valuation for context
longbridge industry-valuation 801750.SH --format json

# Sector ETFs for US market
longbridge kline XLK.US --period day --count 65 --format json
longbridge capital XLK.US --flow --format json

Output

Render as a ranked table, then a short narrative:

Sector Rotation Snapshot — Source: Longbridge Securities
Market: A-share  |  Time: YYYY-MM-DD  |  Momentum window: 20d / 60d

Rank | Sector       | 20d Ret | 60d Ret | Capital Flow | Valuation | Signal
-----|-------------|---------|---------|-------------|-----------|-------
  1  | IT / 信息技术 | +8.2%  | +15.4%  | Net inflow  | Neutral   | ▲ Leader
  2  | Healthcare / 医疗卫生 | +5.1% | +11.2% | Net inflow | Low | ▲ Leader
 ...
 10  | Property / 房地产 | -3.4% | -8.0% | Net outflow | High | ▼ Laggard

Narrative: IT and Healthcare are in the leading quadrant with positive momentum and 
capital inflows. Property and Utilities are lagging. Rotation signal suggests early-cycle 
tilt toward growth sectors.

⚠️ 数据仅供参考，不构成投资建议。/ 數據僅供參考，不構成投資建議。/ For reference only. Not investment advice.

Error handling

Situation	简体	繁體	English
`command not found: longbridge`	回退到 MCP；否则告知用户安装 longbridge-terminal	回退到 MCP；否則告知用戶安裝 longbridge-terminal	Fall back to MCP; otherwise tell user to install longbridge-terminal.
stderr `not logged in`	请运行 `longbridge auth login`	請執行 `longbridge auth login`	Run `longbridge auth login` .
kline returns < 60 bars	动量计算退化为可用历史	動量計算退化為可用歷史	Degrade momentum to available history length.
Other stderr	原文显示错误	原文顯示錯誤	Surface verbatim.

MCP fallback

CLI subcommand	MCP tool
`kline <SYMBOL> --period day`	`mcp__longbridge__security_candlesticks`
`capital <SYMBOL> --flow`	`mcp__longbridge__capital_flow`
`industry-valuation <SYMBOL>`	`mcp__longbridge__industry_valuation`

Related skills

Single-stock capital flow →
```
longbridge-capital-flow
```
Single-stock valuation →
```
longbridge-valuation
```
Index constituents →
```
longbridge-constituent
```
Multi-symbol comparison →
```
longbridge-peer-comparison
```
Market anomalies →
```
longbridge-anomaly
```

File layout

longbridge-sector-rotation/
└── SKILL.md          # prompt-only, no scripts/

longbridge-sector-rotation

NPX Install

Tags

SKILL.md Content

longbridge-sector-rotation

When to use

Workflow

CLI

Output

Error handling

MCP fallback

Related skills

File layout