用于客户价值评估场景。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-value-assessment --agent claude-codeInstalls into .claude/skills of the current project.
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---
name: global-customer-value-assessment
description: 用于客户价值评估场景。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价值评估
## 数据来源
- 巨潮资讯上市公司年报、招股书、客户集中度披露(cninfo.com.cn)
- 上海/深圳证券交易所公告(sse.com.cn / szse.cn)
- 公司官网公开客户案例、合同公告、合作新闻稿
- SEC EDGAR(若分析美股公司)
- 公开搜索趋势、评论、下载量、网站流量等可查指标(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
- 基于上市公司公开披露与公开客户线索,构建客户价值代理评分,对重点客户/客户群做价值评估。
- 识别前五大客户、重大合同、行业与区域线索
- 构建价值评分维度:收入贡献 proxy、稳定性、增长性、集中度风险、公开口碑/活跃度
- 输出客户群价值分数、证据列表、解释项和不确定性
- 支持对单个客户群或公司整体客户组合给出价值概览
- 明确标注结果为公开数据代理估计,而非内部经营台账
## 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 --topn 10
```
## 交易说明
本 Skill 不直接输出授信、投放或证券买卖建议;“交易说明”强调结果仅供研究与辅助判断。
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;第三方网页、公告和报告版权归原权利人所有。
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