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:

Overnight Global Markets: Impact of US stocks, Hong Kong stocks, and A50 futures on today's opening
Macro Policy Express: Industry policies and regulatory developments released overnight
Company Pre-Market Outlook: Pre-market price expectations, key levels today, potential volatility factors
Industry Radar: Major developments from other companies in the industry, sector index performance
Competitive Intelligence: Latest developments from major competitors and response recommendations
Risk Alerts: Potential risk points to monitor
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:

Market Close Overview: Market trends, sector performance, company stock performance
Trading Analysis: Trading volume, capital flow, Dragon Tiger List (if applicable)
Today's Announcements: Summary of important announcements from the company and competitors
Media Monitoring: Media coverage, analyst opinions, social media sentiment
Institutional Activity: Research report rating changes, target price adjustments, block trades
Policy Interpretation: Impact analysis of policies released today on the company
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

# 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

# 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

# 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

# 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

# 📊 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

# 🌙 Chairman Evening Report — Tencent Holdings (0700.HK)
📅 March 4, 2026 Tuesday 18:00

---

## 📊 Market Close Overview
| Indicator | Value | Change |
|-----------|-------|--------|
| Close Price | 485.00 HKD | +2.5% |
| Volume | 12.5M shares | +15% volume |
| Turnover | 6.06B HKD | - |
| Market Cap | 4.62T HKD | - |

**Market Comparison**: Hang Seng +0.8%, Tencent outperformed by 1.7 percentage points

---

## 💰 Trading Analysis
- **Capital Flow**: Northbound net buy 850M HKD
- **Main Force**: Large order net inflow 520M HKD
- **Dragon Tiger List**: Not listed

---

## 📢 Today's Announcements
**Company Announcements**:
- No major announcements

**Industry Announcements**:
- NetEase released Q4 earnings, gaming business exceeded expectations
- Regulator released new batch of game license approvals

---

## 📰 Media Monitoring
**Media Coverage**:
- Bloomberg: Tencent accelerates AI business layout, competing with OpenAI
- Caixin: WeChat Video Channel commercialization accelerates, ad revenue expectations raised

**Analyst Views**:
- Goldman Sachs: Maintains "Buy" rating, target price 520 HKD (+7%)
- Morgan Stanley: Upgrades to "Overweight", optimistic on cloud business turnaround

**Social Media Sentiment**: Positive (72% positive, 18% neutral, 10% negative)

---

## 🏦 Institutional Activity
| Institution | Rating Change | Target Price | Commentary |
|-------------|---------------|--------------|------------|
| Goldman Sachs | Maintain Buy | 520 HKD | AI business catalyst |
| Morgan Stanley | Upgrade to Overweight | 510 HKD | Cloud business turnaround |
| UBS | Maintain Neutral | 480 HKD | Fair valuation |

**Block Trades**: No block trades today

---

## 📋 Policy Interpretation
**Game License Approval Normalization**
- **Policy Content**: New batch of game licenses released today, Tencent approved for 2 titles
- **Impact Analysis**: Industry policy environment continues to improve, positive for gaming business growth
- **Strategic Significance**: Paves the way for subsequent new game launches

---

## 🎯 Tomorrow's Strategy Recommendations
**Based on today's market, recommend focusing on**:

1. **Investor Communication**: Utilize today's stock price rise window to communicate with institutional investors at appropriate times
2. **Buyback Pace**: If stock price pulls back below 480, consider accelerating buyback pace
3. **M&A Timing**: Positive market sentiment, can monitor potential M&A targets
4. **Risk Hedging**: Recommend moderate derivatives allocation to hedge short-term volatility

**Key Level Monitoring**:
- Break 490 → Opens upside to 520
- Fall below 475 → Triggers technical adjustment

---
*Data Sources: QVeris | THS iFinD, Caidazi, X Sentiment*

Tool Chain Routing

This skill defines data acquisition priority routing via references/tool-chains.json:

{
  "morning_brief": {
    "market_overview": ["ths_ifind.global_market", "alpha_vantage.market_status"],
    "policy_news": ["caidazi.news.query", "caidazi.report.query"],
    "company_quote": ["ths_ifind.real_time_quotation"],
    "industry_data": ["ths_ifind.industry_index", "caidazi.sector_analysis"],
    "sentiment": ["qveris_social.x_domain_hot_topics"]
  },
  "evening_brief": {
    "company_quote": ["ths_ifind.real_time_quotation", "ths_ifind.history_quotation"],
    "announcements": ["caidazi.news.query", "exchange_announcements"],
    "research": ["caidazi.report.query", "alpha_news_sentiment"],
    "fund_flow": ["ths_ifind.capital_flow", "ths_ifind.dragon_tiger"]
  }
}

Security & Privacy

Only uses QVERIS_API_KEY, does not store other credentials
Only calls qveris.ai API
Local persistence limited to configuration files within skill directory
Research reports are for reference only and do not constitute investment advice

Changelog

v1.0.0: Initial version, supports basic morning/evening briefing functions
v1.1.0: Added competitor analysis module
v1.2.0: Added policy interpretation and risk alert modules
v1.3.0: Full English localization