longbridge-value-screen
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Chineselongbridge-value-screen
longbridge-value-screen
Prompt-only analysis skill. Screens an index constituent universe for stocks meeting value criteria (low PE/PB, high ROE, reasonable dividend yield), ranks candidates by composite value score, and presents a shortlist with rationale.
Response language: match the user's input language — Simplified Chinese / Traditional Chinese / English.
纯提示词分析技能。在指数成分股范围内筛选符合价值标准(低PE/PB、高ROE、合理股息率)的股票,通过综合价值得分对候选股票进行排名,并附上筛选依据呈现候选名单。
回复语言:匹配用户输入语言——简体中文/繁体中文/英文。
When to use
使用场景
- "帮我筛选低估值好股" / "篩選低估值好股" / "screen for undervalued stocks"
- "价值投资选股" / "價值投資選股" / "value investing stock screen"
- "A股中有哪些低PE低PB的好公司" / "A股低PE低PB好公司" / "low PE low PB A-shares"
- "港股被低估的股票" / "港股被低估的股票" / "undervalued HK stocks"
- "安全边际高的公司" / "安全邊際高的公司" / "stocks with high margin of safety"
- "帮我筛选低估值好股" / "篩選低估值好股" / "screen for undervalued stocks"
- "价值投资选股" / "價值投資選股" / "value investing stock screen"
- "A股中有哪些低PE低PB的好公司" / "A股低PE低PB好公司" / "low PE low PB A-shares"
- "港股被低估的股票" / "港股被低估的股票" / "undervalued HK stocks"
- "安全边际高的公司" / "安全邊際高的公司" / "stocks with high margin of safety"
Workflow
工作流程
- Identify universe: ask user for market (A-share / HK / US) and an index as screening pool (e.g. CSI 300, HSI, S&P 500).
- Fetch constituent list from the chosen index.
- For each constituent (up to 50 per batch), fetch valuation and financial KPIs concurrently.
- Apply value filters and score each stock.
- Present top candidates with supporting data.
- 确定筛选范围:询问用户目标市场(A股/港股/美股)以及作为筛选池的指数(例如沪深300、恒生指数、标普500)。
- 获取所选指数的成分股列表。
- 对每个成分股(每批次最多50只),同时获取估值和财务关键指标(KPI)。
- 应用价值筛选条件并为每只股票打分。
- 展示排名靠前的候选股票及相关支撑数据。
CLI
命令行工具(CLI)
Run to verify exact flags before calling.
longbridge <subcommand> --helpbash
undefined调用前运行确认具体参数。
longbridge <subcommand> --helpbash
undefinedStep 1: get constituent list (JSON key is "stocks", not "list")
步骤1:获取成分股列表(JSON键为"stocks",而非"list")
longbridge constituent <INDEX> --format json
longbridge constituent <INDEX> --format json
Examples: 000300.SH (CSI300), HSI.HK, SPX.US, IXIC.US
示例:000300.SH(沪深300)、HSI.HK(恒生指数)、SPX.US(标普500)、IXIC.US(纳斯达克指数)
Step 2: for each constituent symbol (run concurrently, batch of ≤20 at a time)
步骤2:针对每个成分股代码(并行运行,每次批次≤20只)
longbridge calc-index <SYMBOL> --format json # PE, PB, ROE, dividend yield, market cap
longbridge valuation <SYMBOL> --format json # current snapshot + historical percentile
longbridge dividend <SYMBOL> --format json # dividend history and yield
undefinedlongbridge calc-index <SYMBOL> --format json # PE、PB、ROE、股息率、市值
longbridge valuation <SYMBOL> --format json # 当前快照+历史百分位
longbridge dividend <SYMBOL> --format json # 股息历史及股息率
undefinedValue Screening Criteria
价值筛选条件
Apply the following filters (user can adjust thresholds):
| Criterion | Default threshold | Rationale |
|---|---|---|
| PE (TTM) | < 20 (A/HK); < 25 (US) | Below market average |
| PB | < 2.0 | Below book value or modest premium |
| ROE | > 10% | Profitability quality gate |
| Dividend yield | > 2% (optional) | Shareholder return signal |
| PE historical percentile | < 50th pct (if available) | Below own history |
| Gross margin | > 20% (if available) | Business quality filter |
Composite value score = equal-weight rank across (PE rank asc, PB rank asc, ROE rank desc, dividend yield rank desc). Higher score = better value candidate.
Cyclical-industry caveat: for energy, steel, banks, shipping — low PE near a cycle peak may not signal undervaluation. Flag these and suggest using PB or dividend yield as primary metric.
应用以下筛选条件(用户可调整阈值):
| 筛选条件 | 默认阈值 | 筛选依据 |
|---|---|---|
| PE(TTM) | < 20(A股/港股);< 25(美股) | 低于市场平均水平 |
| PB | < 2.0 | 低于账面价值或小幅溢价 |
| ROE | > 10% | 盈利能力质量门槛 |
| 股息率 | > 2%(可选) | 股东回报信号 |
| PE历史百分位 | < 50%(若数据可用) | 低于自身历史水平 |
| 毛利率 | > 20%(若数据可用) | 业务质量筛选 |
综合价值得分 = (PE排名升序、PB排名升序、ROE排名降序、股息率排名降序)的等权重排名。得分越高,价值候选资质越好。
周期性行业注意事项:对于能源、钢铁、银行、航运行业——周期峰值附近的低PE可能并不代表被低估。需标记此类股票,并建议将PB或股息率作为主要衡量指标。
Output template
输出模板
Value Screen — <INDEX> (<N> stocks screened) Source: Longbridge Securities
Date: <today> Filters: PE<20, PB<2, ROE>10%
Rank Symbol Name PE PB ROE Div.Yield Score Note
1 <SYM> <Name> <N> <N> <N>% <N>% <N>/10
2 ...
...
(top 10 candidates)
[Interpretation]
- Top pick: <symbol> — <brief rationale>
- Key risk: <e.g. sector concentration, cyclical exposure>
⚠️ 筛选结果仅供参考,不构成投资建议。/ 篩選結果僅供參考,不構成投資建議。/ Screening results are for reference only. Not investment advice.价值选股筛选——<INDEX>(共筛选<N>只股票) 来源:Longbridge Securities
日期:<today> 筛选条件:PE<20、PB<2、ROE>10%
排名 代码 名称 PE PB ROE 股息率 得分 备注
1 <SYM> <Name> <N> <N> <N>% <N>% <N>/10
2 ...
...
(排名前10的候选股票)
[解读]
- 首选股票:<symbol> — <简要依据>
- 主要风险:<例如:行业集中、周期性风险>
⚠️ 筛选结果仅供参考,不构成投资建议。/ 篩選結果僅供參考,不構成投資建議。/ Screening results are for reference only. Not investment advice.Error handling
错误处理
| Situation | 简体回复 | 繁體回復 | English reply |
|---|---|---|---|
| 回退到 MCP;若也不可用,请安装 longbridge-terminal | 回退到 MCP;若也不可用,請安裝 longbridge-terminal | Fall back to MCP; if unavailable, install longbridge-terminal. |
| No index specified | 请告知要筛选的指数,如沪深300、恒生指数、标普500 | 請告知要篩選的指數,如滬深300、恒生指數、標普500 | Please specify an index, e.g. CSI 300, HSI, or S&P 500. |
| constituent returns empty | 未能获取成分股列表,请检查指数代码 | 未能獲取成分股列表,請檢查指數代碼 | Cannot fetch constituent list; check index symbol. |
| calc-index missing fields | 跳过该标的,标注数据缺失 | 略過該標的,標注數據缺失 | Skip symbol; note data gap. |
| 场景 | 简体回复 | 繁体回复 | 英文回复 |
|---|---|---|---|
| 回退到 MCP;若也不可用,请安装 longbridge-terminal | 回退到 MCP;若也不可用,請安裝 longbridge-terminal | Fall back to MCP; if unavailable, install longbridge-terminal. |
| 未指定指数 | 请告知要筛选的指数,如沪深300、恒生指数、标普500 | 請告知要篩選的指數,如滬深300、恒生指數、標普500 | Please specify an index, e.g. CSI 300, HSI, or S&P 500. |
| 成分股列表返回为空 | 未能获取成分股列表,请检查指数代码 | 未能獲取成分股列表,請檢查指數代碼 | Cannot fetch constituent list; check index symbol. |
| calc-index缺失字段 | 跳过该标的,标注数据缺失 | 略過該標的,標注數據缺失 | Skip symbol; note data gap. |
MCP fallback
MCP备选方案
If CLI is not installed, use MCP tools:
longbridge| MCP tool | CLI equivalent |
|---|---|
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MCP setup: ( scope).
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcpquote若未安装 CLI工具,请使用MCP工具:
longbridge| MCP工具 | CLI等效命令 |
|---|---|
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MCP配置:(权限范围)。
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcpquoteRelated skills
相关技能
- Deep valuation analysis (single stock) →
longbridge-valuation - High-dividend screen →
longbridge-dividend-screen - Peer comparison →
longbridge-peer-comparison - Fundamentals deep-dive →
longbridge-fundamental
- 深度估值分析(单只股票)→
longbridge-valuation - 高股息选股筛选→
longbridge-dividend-screen - 同行对比→
longbridge-peer-comparison - 基本面深度分析→
longbridge-fundamental
File layout
文件结构
longbridge-value-screen/
└── SKILL.md # prompt-only, no scripts/longbridge-value-screen/
└── SKILL.md # 仅含提示词,无scripts目录