business_model_decoder_skill
把公司如何获客、交付、定价、赚钱和扩张的逻辑拆解清楚，帮助快速理解业务运转方式。适用于看不懂公司业务、研究前补基础、业务结构梳理等场景。
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/wind-alice/alicemarket --skill business_model_decoder_skill- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads business_model_decoder_skill automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Business Model Decoder Skill
数据依赖与执行前置条件
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：
# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y
# Gitee 镜像（国内）
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y
技能定位
本技能用于把一家公司“如何运转、如何赚钱、如何扩张、哪里容易出问题”讲清楚。输出重点不是复述公司简介，而是把复杂业务压缩成可理解的模块，让使用者快速建立对收入来源、成本结构、增长驱动和约束条件的认知。
执行流程
Step 1：先定义公司解决的核心问题
先回答两个最基础的问题：
- 这家公司为谁提供什么价值
- 为什么客户愿意为此付费
若不能把这两点讲清，就说明后续业务分析还不够扎实。
Step 2：拆分收入引擎
把公司收入按最有解释力的方式拆开，常见维度包括：
- 产品线
- 客户类型
- 地区
- 收费模式
- 一次性收入与持续性收入
重点说明哪块是核心现金牛，哪块是增长引擎，哪块只是边缘业务。
Step 3：解释成本结构与利润形成方式
除了“收入从哪里来”，还要解释“利润怎么留下来”。重点关注：
- 主要成本和费用项是什么
- 哪些成本随规模增长会摊薄，哪些不会
- 利润率改善依赖提价、效率、产品结构还是景气
- 是否存在高资本开支、库存或应收压力
这样才能理解业务模式的质量，而不是只看表面收入。
Step 4：梳理增长驱动与扩张路径
明确公司未来增长通常依赖哪些路径：
- 客户数增加
- 客单价提高
- 渗透率提升
- 新品类或新地区扩张
- 并购整合或渠道扩张
同时指出增长的天然上限与扩张门槛，避免把线性外推当成必然。
Step 5：识别业务模式的脆弱点
从反面检验商业模式，重点识别：
- 对单一客户、单一渠道、单一产品的依赖
- 对政策、原材料、补贴或外部景气的依赖
- 竞争加剧时最容易先受损的环节
- 哪个变量最可能让利润模型失真
Step 6：输出可复述的业务解释稿
最终应把公司业务讲成一段普通投资者或团队成员能快速复述的结构化说明，包括：
- 它到底靠什么赚钱
- 为什么这个模式当前有效
- 接下来最该看哪一个变量验证它
输出结构
{股票名称}业务模式拆解（{YYYY-MM-DD}）
一、一句话讲清公司怎么赚钱
{一句话说明公司卖什么、向谁卖、靠什么赚}
二、业务模块拆分
| 模块 | 客户/需求 | 收入来源 | 价值贡献 | 当前角色 |
|---|---|---|---|---|
| {模块1} | {描述} | {描述} | {描述} | {核心/增长/边缘} |
| {模块2} | {描述} | {描述} | {描述} | {核心/增长/边缘} |
三、利润是如何形成的
- 主要盈利来源：{说明}
- 成本/费用关键项：{说明}
- 利润率变化的关键变量：{说明}
四、增长引擎与扩张路径
- {增长路径 1}
- {增长路径 2}
- {增长路径 3}
五、业务模式最脆弱的地方
- {脆弱点 1}
- {脆弱点 2}
- {脆弱点 3}
六、接下来最该跟踪的变量
- 最重要变量：{变量}
- 验证方式：{说明}
- 失效信号：{说明}
质量要求
- 必须用通俗语言解释业务，不要堆术语和历史沿革。
- 重点讲清收入引擎、利润机制和扩张路径，而不是泛泛介绍行业。
- 要把优势和脆弱点同时讲清，避免单边包装。
- 对复杂公司的拆解应优先保留解释力最强的模块，不追求面面俱到。
- 最终内容应让不熟悉该公司的读者也能快速复述核心逻辑。
FAQ
What does the business_model_decoder_skill skill do?
把公司如何获客、交付、定价、赚钱和扩张的逻辑拆解清楚，帮助快速理解业务运转方式。适用于看不懂公司业务、研究前补基础、业务结构梳理等场景。
How do I install business_model_decoder_skill?
Run npx skills add https://github.com/wind-alice/alicemarket --skill business_model_decoder_skill in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/business_model_decoder_skill/ (personal) or .claude/skills/business_model_decoder_skill/ (project).
Which AI agents can use business_model_decoder_skill?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is business_model_decoder_skill safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains business_model_decoder_skill?
It is published by wind-alice in wind-alice/alicemarket. It has 368 recorded installs.
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