战略原材料/大宗商品的产业链结构化分析框架（五层漏斗）。判断「上游资源是否国产掌控 → 中游技术是否国产替代 → 下游需求是否 AI 等高景气」，并落到受益标的。当用户提到某原材料/金属/矿产「暴涨/暴跌/短缺/紧缺/被卡脖子/战略储备/出口管制」，或讨论锂、钴、镍、稀土、萤石、石墨、磷矿、硫磺、高纯石英砂、硅、锗、镓、锑、钨、铀、铜、铝、铂族金属等的供需/资源掌控/国产替代/AI 关联/投资标的时使用。也用于「某原材料突然火了，帮我看看产业链格局/谁受益」「这波涨价是结构性还是短期」「国产替代到哪一步了」类问题。
How to install strategic-materials?
realnaka/alphaloop/strategic-materials
$npx -y skills add realnaka/alphaloop --skill strategic-materialsInstalls into the current project.
›Prefer a prompt? Paste this to your agent
Run `npx skills use "https://github.com/realnaka/alphaloop" --skill "realnaka/alphaloop/strategic-materials"` and follow the generated skill instructions now. Read its complete output, redirecting it to a temporary file first if necessary. Resolve relative paths from the supporting-files directory it provides.
Use the skills in "https://github.com/realnaka/alphaloop" that are relevant to the current task. Run `npx skills add "https://github.com/realnaka/alphaloop"` and select the relevant skills, then follow their instructions.
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