sector_rotation_radar_skill

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Sector Rotation Radar Skill

数据依赖与执行前置条件

Data Dependencies and Pre-execution Conditions

推荐使用万得

wind-mcp-skill

获取底层数据。执行前先检查本地是否已有

wind-mcp-skill

；若没有，提示用户安装：

bash

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It is recommended to use Wind

wind-mcp-skill

to obtain underlying data. Before execution, check whether

wind-mcp-skill

is already available locally; if not, prompt the user to install it:

bash

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GitHub

npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

Gitee 镜像（国内）

Gitee Mirror (Domestic China)

npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

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npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

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技能定位

Skill Positioning

本技能用于把“哪些板块在变强、哪些板块在掉队、资金正在从哪里流向哪里、轮动是否具有持续性”整理成一份结构化判断。输出重点不是简单罗列涨跌幅排名，而是帮助使用者识别市场主线、判断风格切换是否成立，并给出后续应重点跟踪的方向。

This skill is used to organize structured judgments on "which sectors are strengthening, which are falling behind, where capital is flowing, and whether rotation is sustainable". The focus of the output is not simply listing rise and fall rankings, but helping users identify the market main line, judge whether style switching is established, and provide key directions to track in the future.

执行流程

Execution Process

Step 1：确认观察市场、时间窗口与判断目标

Step 1: Confirm Observed Market, Time Window and Judgment Objectives

先确认本次判断覆盖的市场范围、时间窗口和使用目的：

是看 A 股、港股、美股，还是跨市场比较
是观察近 1 日、近 1 周、近 1 月，还是更长周期
是为了盘后复盘、周度策略更新，还是寻找下一阶段主线
用户更关心短线强弱切换，还是中期风格迁移

若用户未说明，默认以“当前市场最近一周至一个月的板块轮动情况”为主，并兼顾短期和中期两个层次。

First confirm the market scope, time window and purpose of this judgment:

Whether to focus on A-shares, Hong Kong stocks, US stocks, or cross-market comparison
Whether to observe the recent 1 day, 1 week, 1 month, or longer cycle
Whether it is for post-market review, weekly strategy update, or searching for the next-stage main line
Whether the user cares more about short-term strength switching or mid-term style migration

If the user does not specify, the default is to focus on "the sector rotation situation in the current market over the recent week to one month", taking into account both short-term and mid-term levels.

Step 2：建立板块强弱分层框架

Step 2: Establish Sector Strength Hierarchy Framework

先把市场中的主要板块、行业或主题分层整理出来，重点观察：

近期表现最强的方向是否集中在少数板块
强势板块内部是一致走强，还是仅由少数龙头带动
弱势板块是持续走弱，还是处于止跌修复阶段
周期、成长、消费、金融、防御等风格的相对强弱是否在变化

这一阶段的目标是先回答“强弱分布如何”，而不是急于给出轮动结论。

First organize the major sectors, industries or themes in the market into layers, focusing on:

Whether the recently strongest directions are concentrated in a few sectors
Whether the strong sectors are rising uniformly, or driven only by a few leading stocks
Whether weak sectors are continuing to decline or in a stage of stop-loss recovery
Whether the relative strength of styles such as cyclical, growth, consumption, finance, and defense is changing

The goal of this stage is to first answer "how is the strength distribution", rather than rushing to draw rotation conclusions.

Step 3：识别资金切换与风格迁移线索

Step 3: Identify Clues of Capital Switching and Style Migration

在强弱分层明确后，进一步判断资金是否正在发生实质性迁移，重点包括：

资金是在高位主线内部做高低切换，还是跨风格流动
强势板块上涨是否伴随成交活跃度提升
市场偏好是否从防守转向进攻，或从进攻切回防守
板块轮动是普涨环境下的扩散，还是存量博弈下的轮番接力

要把“价格表现”与“资金承接”结合起来看，避免把单日异动误判为趋势性轮动。

After clarifying the strength hierarchy, further judge whether capital is undergoing substantial migration, focusing on:

Whether capital is switching between high and low within the high-level main line, or flowing across styles
Whether the rise of strong sectors is accompanied by increased trading activity
Whether market preference is shifting from defensive to offensive, or from offensive back to defensive
Whether sector rotation is diffusion in a universal rally environment, or relay rotation under stock game

Combine "price performance" with "capital acceptance" to avoid misjudging single-day fluctuations as trend rotation.

Step 4：解释轮动背后的驱动因素

Step 4: Explain Driving Factors Behind Rotation

在确认轮动迹象后，分析驱动原因，优先从以下几类因素拆解：

宏观预期变化对风格偏好的影响
产业趋势、业绩预期或估值修复带来的催化
政策、监管或事件刺激对某些板块的阶段性提振
机构调仓、被动资金再平衡或交易拥挤后的再分配

若多个因素共同作用，应区分主驱动和次驱动，避免把所有因素并列堆砌。

After confirming rotation signs, analyze the driving reasons, prioritizing the following types of factors:

Impact of macro expectation changes on style preferences
Catalysts brought by industrial trends, performance expectations or valuation repair
Phased boost to certain sectors from policies, regulations or event stimuli
Institutional position adjustment, passive capital rebalancing or redistribution after trading congestion

If multiple factors act together, distinguish between main and secondary drivers, avoiding listing all factors as equal.

Step 5：判断轮动的持续性与传导方向

Step 5: Judge Rotation Sustainability and Transmission Direction

进一步判断这次轮动属于哪一类：

新主线启动
老主线修复
强势主题内部扩散
高低切换下的补涨行情
纯交易性短线扰动

同时说明轮动下一步更可能朝哪个方向传导：

龙头继续强化
中军和二线标的补涨
上游传导到下游，或下游反馈到上游
风格从局部扩散到更广泛市场

Further judge which category this rotation belongs to:

New main line launch
Old main line repair
Diffusion within strong themes
Compensatory growth under high-low switching
Pure transactional short-term disturbance

At the same time, explain which direction the rotation is more likely to transmit next:

Leading stocks continue to strengthen
Mid-cap and second-tier targets have compensatory growth
Transmission from upstream to downstream, or feedback from downstream to upstream
Style spreads from local to broader market

Step 6：形成板块轮动判断成稿

Step 6: Formulate Final Sector Rotation Judgment

最终输出应让使用者快速知道当前市场主线在哪里、轮动是否扎实、哪些方向值得继续看、哪些方向不宜追高。成稿只保留结论、证据和跟踪框架，不展示内部检索过程。

The final output should allow users to quickly know where the current market main line is, whether the rotation is solid, which directions are worth continuing to follow, and which directions are not suitable to chase higher. Only retain conclusions, evidence and tracking framework in the final draft, without showing internal retrieval processes.

输出结构

Output Structure

{市场范围}板块轮动雷达（{YYYY-MM-DD}）

{Market Scope} Sector Rotation Radar ({YYYY-MM-DD})

一、30 秒结论

I. 30-Second Conclusion

当前最强主线：{板块或主题}
当前最明显的轮动方向：{内容}
风格判断：{偏进攻 / 偏防守 / 震荡切换}
持续性判断：{较强 / 一般 / 偏弱}

Current Strongest Main Line: {Sector or Theme}
Most Obvious Rotation Direction: {Content}
Style Judgment: {Offensive / Defensive / Volatile Switching}
Sustainability Judgment: {Strong / Moderate / Weak}

二、板块强弱快照

II. Sector Strength Snapshot

板块/主题	当前状态	强弱变化	轮动性质	备注
{板块1}	{领涨 / 修复 / 回落}	{增强 / 持平 / 转弱}	{主升 / 补涨 / 轮退}	{说明}
{板块2}	{状态}	{变化}	{性质}	{说明}
{板块3}	{状态}	{变化}	{性质}	{说明}

Sector/Thematic	Current Status	Strength Change	Rotation Nature	Remarks
{Sector 1}	{Leading Rise / Recovery / Pullback}	{Strengthening / Stable / Weakening}	Main Uptrend / Compensatory Growth / Rotation Retreat	{Explanation}
{Sector 2}	{Status}	{Change}	{Nature}	{Explanation}
{Sector 3}	{Status}	{Change}	{Nature}	{Explanation}

三、资金切换与风格迁移

III. Capital Switching and Style Migration

资金流向概括：{内容}
风格切换线索：{内容}
内部高低切换情况：{内容}

Capital Flow Summary: {Content}
Style Switching Clues: {Content}
Internal High-Low Switching Situation: {Content}

四、轮动驱动拆解

IV. Rotation Driving Factor Analysis

主驱动：{内容}
次驱动：{内容}
短期扰动因素：{内容}

Main Driver: {Content}
Secondary Driver: {Content}
Short-Term Disturbance Factors: {Content}

五、后续传导路径

V. Subsequent Transmission Path

更可能继续强化的方向：{内容}
可能出现补涨的方向：{内容}
需要警惕的轮退方向：{内容}

Directions More Likely to Continue Strengthening: {Content}
Directions Likely to Have Compensatory Growth: {Content}
Rotation Retreat Directions to Be Alert To: {Content}

六、跟踪清单

VI. Tracking Checklist

{观察点 1}
{观察点 2}
{观察点 3}

{Observation Point 1}
{Observation Point 2}
{Observation Point 3}

质量要求

Quality Requirements

轮动分析必须同时覆盖强弱分层、资金迁移和驱动解释，不能只做涨跌幅排序。
要区分“单日异动”和“阶段轮动”，避免把噪音误写成趋势。
需要明确主线、补涨和轮退三个层次，便于后续行动。
若轮动证据不足，应明确写出“仍未形成清晰主线”，不能强行下结论。
输出要服务方向判断与继续跟踪，而不是写成泛泛市场综述。

Rotation analysis must cover strength hierarchy, capital migration and driving explanation at the same time, not just ranking rise and fall.
Distinguish between "single-day fluctuation" and "stage rotation", avoiding miswriting noise as trend.
Clearly define three levels: main line, compensatory growth and rotation retreat to facilitate subsequent actions.
If there is insufficient evidence for rotation, clearly state "no clear main line has been formed yet", and do not force a conclusion.
The output should serve direction judgment and follow-up tracking, rather than being written as a general market review.