A-Share Global Peer

A-Share Global Peer Matching Tool

Overview

This skill helps find overseas listed companies that can serve as benchmarks or peers for A-share (Chinese) listed companies. It matches companies based on product/service similarity and provides detailed comparison reports.

Dependencies

Required Tools

| Tool | Purpose | Priority | |------|---------|----------| | web_search | Search for global leaders, market share data | Required | | exec | Run Python scripts for data fetching | Required | | read | Read reference files | Optional |

Optional Skills (Enhancement)

| Skill | Purpose | Benefit | |-------|---------|---------| | ifind-finance-data | Query A-share company products/financials | Highest accuracy | | tushare-data | A-share company basic info | Structured data | | akshare-stock | A-share market data | Alternative data source |

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | TUSHARE_TOKEN | Optional | Tushare API token. If not set, falls back to Web Search for company data | | BRAVE_API_KEY | Optional | Brave Search API key. System default available |

Note: This skill works without any API keys by using Web Search fallback. API keys enhance data quality but are not mandatory.

Required Files (Bundled)

| File | Purpose | |------|---------| | scripts/get_company_products.py | Fetch A-share company product info | | references/global_leaders_reference.md | Quick lookup table for global leaders |

Workflow

Step 1: Get A-Share Company Product Matrix

Data Source Priority: iFinD (if skill available) > Tushare (if token set) > Web Search (always available)

Execute:

python3 scripts/get_company_products.py --company "" --output json

The script automatically: 1. Checks for TUSHARE_TOKEN environment variable 2. If available, queries Tushare API 3. If unavailable, returns recommended Web Search queries

Expected output:

Fallback: If script unavailable or no API token, use web_search with query:

Step 2: Search for Global Peer Companies

Search Strategy: 1. For each major product, search "global leader in [product_name]" or "[product_name] market share" 2. Prioritize US-listed companies (data easier to obtain), then Europe, Japan, Korea 3. Use web_search tool, label source as "Web Search"

Selection Criteria:

Step 3: Handle Special Cases

#### Region-Specific Products

When A-share company products have strong regional/Chinese characteristics:

#### Diversified Business

When A-share company operates multiple product categories:

Step 4: Get Market Share Data

Search patterns:

"[company_name] [product] market share"
"[product] global market share ranking"
"[product] industry leaders 2024"

Label all data sources:

Step 5: Output Comparison Report (Chinese)

Important: All output reports must be in Chinese for user readability.

Output template:

## A股公司 vs 海外对标
A股公司：[公司名] ([股票代码])
主营产品: [产品1] (营收占比 XX%), [产品2] (营收占比 XX%)
行业: [行业分类]
地域特色: [如有则说明]
海外对标 1：[公司名] ([股票代码] - [交易所])
主营产品: [产品1] (营收占比 XX%), [产品2] (营收占比 XX%)
市场地位: [描述]
市场份额数据:
  - [产品1] 全球份额: XX% (数据来源: ...)
  - [产品2] 全球份额: XX% (数据来源: ...)
海外对标 2：[公司名] ([股票代码] - [交易所])
主营产品: ...
市场地位: ...
产品对比
| 产品维度 | A股公司 | 海外对标1 | 海外对标2 |
|---------|---------|----------|----------|
| [维度名] | [数值] | [数值] | [数值] |
| 毛利率 | XX% | XX% | XX% |
| 营收规模 | XX亿 | XX亿 | XX亿 |
对标逻辑说明
[选择这家公司对标的原因]
[地域特色类比依据，如有]

*数据获取时间: YYYY-MM-DD*

Examples

Example 1: CATL (宁德时代)

Input: "宁德时代的海外对标公司"

Workflow: 1. Query CATL main products: EV batteries (~70% revenue) 2. Search "global leader in EV battery" 3. Results: LG Energy Solution, Panasonic, Samsung SDI 4. Get market share data 5. Output Chinese comparison report

Example 2: Kweichow Moutai (贵州茅台)

Input: "茅台对标哪家海外公司"

Workflow: 1. Identify Moutai products: Baijiu (strong regional characteristic) 2. Search "global leader in spirits" 3. Result: Diageo (whisky leader) 4. Mark as "类比对标: 白酒 vs 威士忌" 5. Output analogy comparison report in Chinese

Example 3: Innolight (中际旭创)

Input: "中际旭创的海外对标"

Workflow: 1. Query: Optical transceivers (95.9% revenue) 2. Search "global optical transceiver market leader" 3. Results: Coherent, Lumentum 4. Special finding: Innolight is already #1 globally! 5. Output competition benchmark report, note leadership position

Resource Files

scripts/

references/

Read reference file to reduce redundant searches:

# Quick lookup example
EV Battery → LG Energy Solution (373220.KRX), Panasonic (6752.TSE)
Spirits → Diageo (DEO.NYSE), Brown-Forman (BF.A.NYSE)
Optical Transceiver → Coherent (COHR.NYSE), Lumentum (LITE.NYSE)

Data Source Labeling Rules

| Data Type | Label Format | |-----------|--------------| | A-share company products | 数据来源: iFinD API or 数据来源: Tushare API or 数据来源: Web Search | | Overseas company info | 数据来源: Web Search (YYYY-MM-DD) | | Market share | 数据来源: Web Search (YYYY-MM-DD) + search keywords | | Estimates/speculation | Explicitly label 推测数据，需验证 |

Important Rules

1. NEVER fabricate data - All market share figures must come from actual search results 2. Label uncertainty - Clearly state when data is incomplete 3. Max 2 peer companies - Avoid information overload, select most representative 4. Prioritize listed companies - Exclude private companies (e.g., Bosch, Deloitte) 5. Output in Chinese - User-facing reports must be in Chinese for readability 6. Check leadership position - Some A-share companies may already be global leaders (e.g., Innolight, CATL) 7. Graceful fallback - If API tokens unavailable, use Web Search instead of failing

Special Cases Handling

Case 1: A-Share Company is Global Leader

When A-share company already ranks #1 globally:

Example: 中际旭创 (Innolight) surpassed Coherent to become #1 optical transceiver supplier in 2024.

Case 2: No Direct Global Peer

When no listed overseas company produces exact same product:

Example: 中国中药 → Western herbal supplements (GNC, privatized, limited options)

Case 3: Multiple Product Categories

When company has diversified business:

Quality Checklist

Before outputting report, verify:

Example 1: CATL (宁德时代)

Input: "宁德时代的海外对标公司"

Workflow: 1. Query CATL main products: EV batteries (~70% revenue) 2. Search "global leader in EV battery" 3. Results: LG Energy Solution, Panasonic, Samsung SDI 4. Get market share data 5. Output Chinese comparison report

Example 2: Kweichow Moutai (贵州茅台)

Input: "茅台对标哪家海外公司"

Workflow: 1. Identify Moutai products: Baijiu (strong regional characteristic) 2. Search "global leader in spirits" 3. Result: Diageo (whisky leader) 4. Mark as "类比对标: 白酒 vs 威士忌" 5. Output analogy comparison report in Chinese

Example 3: Innolight (中际旭创)

Input: "中际旭创的海外对标"

Workflow: 1. Query: Optical transceivers (95.9% revenue) 2. Search "global optical transceiver market leader" 3. Results: Coherent, Lumentum 4. Special finding: Innolight is already #1 globally! 5. Output competition benchmark report, note leadership position