longbridge-value-screen

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Original

English
🇨🇳

Translation

Chinese

longbridge-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

  1. Identify universe: ask user for market (A-share / HK / US) and an index as screening pool (e.g. CSI 300, HSI, S&P 500).
  2. Fetch constituent list from the chosen index.
  3. For each constituent (up to 50 per batch), fetch valuation and financial KPIs concurrently.
  4. Apply value filters and score each stock.
  5. Present top candidates with supporting data.
  1. 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)。
  2. 获取所选指数的成分股列表。
  3. 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)。
  4. 应用价值筛选条件并为每只股票打分。
  5. 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
longbridge <subcommand> --help
to verify exact flags before calling.
bash
undefined
调用前运行
longbridge <subcommand> --help
确认具体参数。
bash
undefined

Step 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
undefined
longbridge 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
undefined

Value Screening Criteria

价值筛选条件

Apply the following filters (user can adjust thresholds):
CriterionDefault thresholdRationale
PE (TTM)< 20 (A/HK); < 25 (US)Below market average
PB< 2.0Below 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
command not found: longbridge
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-terminalFall 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500Please 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
command not found: longbridge
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-terminalFall 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500Please 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
longbridge
CLI is not installed, use MCP tools:
MCP toolCLI equivalent
mcp__longbridge__constituent
longbridge constituent
mcp__longbridge__calc_indexes
longbridge calc-index
mcp__longbridge__valuation
longbridge valuation
mcp__longbridge__dividend
longbridge dividend
MCP setup:
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
(
quote
scope).
若未安装
longbridge
CLI工具,请使用MCP工具:
MCP工具CLI等效命令
mcp__longbridge__constituent
longbridge constituent
mcp__longbridge__calc_indexes
longbridge calc-index
mcp__longbridge__valuation
longbridge valuation
mcp__longbridge__dividend
longbridge dividend
MCP配置:
claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp
quote
权限范围)。

Related 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