用于客户细分场景。适用于金融工作中的基础任务单元。
Scanned 9/7/2026
Install to Claude Code
npx -y skills add aifinlab/FinClaw --skill global-customer-segmentation --agent claude-codeInstalls into .claude/skills of the current project.
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---
name: global-customer-segmentation
description: 用于客户细分场景。适用于金融工作中的基础任务单元。
---
# Global Skill: 基于公开信息的企业客户分群
## 数据来源
- 巨潮资讯上市公司年报、招股书、临时公告(cninfo.com.cn)
- 上海/深圳证券交易所公司公告页面(sse.com.cn / szse.cn)
- 公司官网公开客户案例/解决方案/渠道说明
- SEC EDGAR(若分析美股公司)
- 公开应用商店评论或公开网站流量/搜索趋势接口(按可用性启用)
说明:本 Skill 只使用公网可查数据。优先采用国家机关、监管机构、交易所、上市公司公告平台与公司官网公开页面;如接入评论、趋势、流量等公开数据源,需在实际部署时确认目标站点 robots、服务条款与访问频率限制。
## 功能
- 基于上市公司公开年报/招股书中的客户结构、地区、行业、渠道、评论与公开运营线索,对企业客户进行代理分群。
- 从年报与公开材料中抽取客户、行业、地区、渠道、场景等线索
- 构造客户代理画像:行业、区域、客单强度、集中度、复购/活跃 proxy、舆情倾向
- 使用规则 + 聚类方法进行客户分群
- 输出 segment_name、segment_size_proxy、evidence、代表样本、风险提示
- 明确标注“公开数据代理分群”,不等同企业 CRM 真值
## 使用示例
```bash
cd script
pip install -r requirements.txt
python script/run_demo.py --company "协鑫能科" --ticker 002015 --market cn
```
## 交易说明
本 Skill 不提供营销自动化或个体客户决策;“交易说明”指其仅供研究分析,不用于自动定价、信贷审批或证券交易指令。
补充边界:
- 本 Skill 仅基于公开资料进行检索、抽取、规则分析或代理评分。
- 不构成法律意见、审计结论、信贷审批结论或任何证券投资建议。
- 对“客户分群/客户价值评估”类结果,应明确标注其为公开数据 proxy,而非企业内部真实经营明细。
## License
代码示例采用 MIT License;公司披露和评论内容版权归原始来源所有。
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