{"skill":{"slug":"upstream-material-analysis","displayName":"上游材料股研究框架","summary":"上游材料股研究框架。对不直接面向终端的上游材料公司（铜箔/衬底/晶体/树脂/玻纤/载板基材等）进行系统化深度分析。用于：(1)梳理上游材料在产业链中的位置和传导路径，(2)量化供需格局和价格弹性，(3)测算材料放量对标的公司利润结构的影响，(4)对比同赛道竞争者形成投资判断。触发词：上游材料分析、材料股研究、供应...","tags":{"latest":"1.0.0"},"stats":{"comments":0,"downloads":30,"installsAllTime":0,"installsCurrent":0,"stars":0,"versions":1},"createdAt":1777537228424,"updatedAt":1777537608998},"latestVersion":{"version":"1.0.0","createdAt":1777537228424,"changelog":"初版：6步研究方法论+量价测算模板+载体铜箔完整案例","license":"MIT-0"},"metadata":null,"owner":{"handle":"seanweisean","userId":"s170vve213a2f768grj55dkk6s83m7n0","displayName":"SeanWeiSean","image":"https://avatars.githubusercontent.com/u/17775798?v=4"},"moderation":null}