chairman-daily-brief

What this skill does

# Chairman Daily Brief

A daily market briefing system designed for listed company chairmen, providing executive-level market intelligence from a strategic decision-making perspective.

## Core Value Proposition

Unlike ordinary investor market watching, this skill operates from a **chairman's decision-making perspective**:

- **Stock Movements → Impact Analysis**: Not just watching ups and downs, but analyzing impacts on financing, M&A, and shareholder relations
- **Industry Policy → Strategic Opportunities**: Capturing business opportunities or risks from regulatory changes in real-time
- **Competitors → Benchmarking Analysis**: Assessing how major competitor moves affect your company
- **Market Sentiment → Capital Strategy**: Timing suggestions for corporate capital operations based on investor sentiment
- **Announcement Alerts → Compliance Warnings**: Regulatory announcements and major event reminders

## Morning vs Evening Briefings

### Morning Brief — 7:00-9:00 AM (Pre-Market)

**Objective**: Equip the chairman with a complete picture before market open, preparing for the day ahead

**Content Modules**:
1. **Overnight Global Markets**: Impact of US stocks, Hong Kong stocks, and A50 futures on today's opening
2. **Macro Policy Express**: Industry policies and regulatory developments released overnight
3. **Company Pre-Market Outlook**: Pre-market price expectations, key levels today, potential volatility factors
4. **Industry Radar**: Major developments from other companies in the industry, sector index performance
5. **Competitive Intelligence**: Latest developments from major competitors and response recommendations
6. **Risk Alerts**: Potential risk points to monitor
7. **Today's Focus**: Schedule reminders for meetings, announcements, investor activities

### Evening Brief — 3:30-6:00 PM (Post-Market)

**Objective**: Review today's performance and plan tomorrow's strategy

**Content Modules**:
1. **Market Close Overview**: Market trends, sector performance, company stock performance
2. **Trading Analysis**: Trading volume, capital flow, Dragon Tiger List (if applicable)
3. **Today's Announcements**: Summary of important announcements from the company and competitors
4. **Media Monitoring**: Media coverage, analyst opinions, social media sentiment
5. **Institutional Activity**: Research report rating changes, target price adjustments, block trades
6. **Policy Interpretation**: Impact analysis of policies released today on the company
7. **Tomorrow's Strategy Recommendations**: Response strategies based on today's market conditions

## Data Sources

Multi-source data aggregated via QVeris:

- **Market Data**: THS iFinD, Alpha Vantage, Yahoo Finance
- **Financial News**: Caidazi News, THS Finance, East Money
- **Research Reports**: Caidazi Reports, Analyst Ratings
- **Policy Announcements**: Exchange announcements, CSRC releases, industry associations
- **Social Media**: X/Twitter sentiment, Xueqiu discussion heat
- **Macro Data**: Economic data, industry statistics

## Usage

### Generate Morning Report

```bash
# Single company morning report
node scripts/chairman_daily.mjs morning --symbol 600519.SS --company "Kweichow Moutai"

# Multi-company morning report (portfolio view)
node scripts/chairman_daily.mjs morning --watchlist holdings

# With industry focus
node scripts/chairman_daily.mjs morning --symbol 002594.SZ --industry "New Energy Vehicles"
```

### Generate Evening Report

```bash
# Single company evening report
node scripts/chairman_daily.mjs evening --symbol 0700.HK --company "Tencent Holdings"

# Full review (with competitor analysis)
node scripts/chairman_daily.mjs evening --symbol 000858.SZ --competitors 000568.SZ,000596.SZ

# Summary mode (key information only)
node scripts/chairman_daily.mjs evening --symbol AAPL --format summary
```

### Manage Watchlist

```bash
# Add company to watchlist
node scripts/chairman_daily.mjs watch --action add --symbol 600519.SS --company "Kweichow Moutai" --role self

# Add competitor
node scripts/chairman_daily.mjs watch --action add --symbol 002594.SZ --company "BYD" --role competitor --peer-group "New Energy Vehicles"

# View watchlist
node scripts/chairman_daily.mjs watch --action list

# Remove from watchlist
node scripts/chairman_daily.mjs watch --action remove --symbol 600519.SS
```

### OpenClaw Cron Job Setup

```bash
# Morning briefing schedule (weekdays 8:00 AM)
openclaw cron add \
  --name "Chairman Morning Brief" \
  --cron "0 8 * * 1-5" \
  --tz Asia/Shanghai \
  --session isolated \
  --message "Run chairman-daily-brief to generate morning report: node scripts/chairman_daily.mjs morning --watchlist holdings" \
  --channel feishu \
  --to <chat-id>

# Evening briefing schedule (weekdays 3:35 PM)
openclaw cron add \
  --name "Chairman Evening Brief" \
  --cron "35 15 * * 1-5" \
  --tz Asia/Shanghai \
  --session isolated \
  --message "Run chairman-daily-brief to generate evening report: node scripts/chairman_daily.mjs evening --watchlist holdings" \
  --channel feishu \
  --to <chat-id>
```

## Output Format

### Morning Report Example

```markdown
# 📊 Chairman Morning Brief — Kweichow Moutai (600519.SH)
📅 March 4, 2026 Tuesday 08:00

---

## 🌍 Overnight Global Markets
| Market | Close | Change | A-Share Impact |
|--------|-------|--------|----------------|
| Dow Jones | 43,850 | +0.5% | Positive |
| NASDAQ | 18,920 | +1.2% | Positive |
| Hang Seng | 23,450 | -0.3% | Slightly Negative |
| A50 Futures | 13,280 | +0.4% | Positive Opening Expected |

**Commentary**: US tech stocks rebounded strongly, boosting sentiment for A-share growth stocks. A50 futures rose slightly, indicating a stable opening for Moutai today.

---

## 📰 Macro Policy Express
🔔 **New Baijiu Industry Regulations** — State Administration for Market Regulation released draft "Baijiu Labeling and Identification Management Measures", imposing stricter requirements on marketing communications for high-end baijiu.
- **Impact Assessment**: Neutral to slightly negative, may affect marketing investments in the short term
- **Response Recommendation**: Review advertising compliance in advance, prepare investor communication talking points

---

## 📈 Company Pre-Market Outlook
| Indicator | Value | Expectation |
|-----------|-------|-------------|
| Previous Close | 1,580 CNY | - |
| Pre-Market Sentiment | Neutral | Slightly higher opening expected |
| Key Resistance | 1,600 CNY | Breakthrough requires volume |
| Key Support | 1,550 CNY | Strong support |

**Today's Focus Points**:
- Any institutional research report releases
- Northbound capital flow
- Dealer channel sales data rumors

---

## 🏭 Industry Radar
| Company | Development | Impact |
|---------|-------------|--------|
| Wuliangye | Released annual report preview, net profit +12% | Industry prosperity confirmed |
| Luzhou Laojiao | Announced 5% price increase | Industry pricing power solidified |

---

## 🎯 Competitive Intelligence
**Wuliangye (000858.SZ)** — Annual report exceeded expectations
- **Key Points**: Q4 revenue accelerated, high-end product mix improved
- **Impact on Moutai**: Intensified industry competition, need to monitor own market share
- **Recommendation**: Accelerate direct sales channel development, improve consumer reach efficiency

---

## ⚠️ Risk Alerts
1. **Policy Risk**: Baijiu industry regulations tightening, monitor subsequent detailed rules
2. **Valuation Risk**: Current PE 28x, above historical average, requires continued earnings growth support
3. **Foreign Outflow**: Northbound capital net selling for 3 consecutive days, monitor sustainability

---

## 📅 Today's Focus
- 09:30 National Bureau of Statistics releases February CPI data
- 10:00 Company IR quarterly communication meeting
- 14:00 Industry association symposium (Chairman attending)

---
*Data Sources: QVeris | THS iFinD, Caidazi, THS Finance*
```

### Evening Report Example

```markdown
# 🌙 Chairman Evening Report — Tencent Holdings (0700.HK)
📅 March 4, 2026