A systematic research framework designed to analyze non-terminal upstream material companies like copper foil, substrates, and crystals within the industrial supply chain.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install upstream-material-analysis
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install upstream-material-analysis using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Upstream Material Analysis?
The Upstream Material Analysis skill provides a rigorous methodology for evaluating companies that do not directly face end-consumers but are critical to the manufacturing process. It focuses on materials such as copper foil, InP substrates, and resins, which are often separated from the final product by multiple layers of intermediaries like CCL or packaging plants. By leveraging this framework within Openclaw Skills, analysts can penetrate the transmission chain to assess how terminal demand fluctuations impact the financial health of upstream suppliers.
This framework is essential for identifying 'choke-point' materials and evaluating the feasibility of domestic substitution. It helps users move beyond surface-level data to understand the underlying price elasticity and supply-demand imbalances that drive stock performance in the materials sector. Using Openclaw Skills for this analysis ensures a structured, data-driven approach to complex industrial sectors.
Upstream Material Analysis Use Cases
- Mapping the precise position of a company within a complex industrial transmission chain.
- Quantifying the impact of material volume growth on a company's total profit structure.
- Identifying supply-demand gaps and price elasticity for high-end industrial materials.
- Comparing technical barriers and certification cycles between competitors in the same niche.
- Evaluating the potential for domestic substitution in critical technology sectors.
How Upstream Material Analysis Works
- Map the Transmission Chain: Define the path from raw materials to the target company, then to downstream customers and finally to the end application.
- Judge Supply-Demand Landscape: Analyze global concentration (CR1), expansion intent of market leaders, and price movement signals.
- Quantitative Modeling: Apply core formulas to calculate total demand based on terminal shipments, unit usage, and yield rates.
- Customer Verification: Validate findings through investor relations, downstream factory calls, and industry exhibitions.
- Comparative Analysis: Perform a bull/bear debate by comparing the target with 2-3 peers based on purity, financial health, and tech progress.
- Structured Documentation: Output the findings into standardized stock profiles and supply chain maps for future reference.
Upstream Material Analysis Setup
To implement this framework in your research environment, ensure you have access to the reference templates provided in the repository.
# Clone the research framework
git clone https://github.com/openclaw/upstream-material-analysis.git
# Access the pricing model template
cat references/pricing-model.md
# Review the carrier copper foil case study
cat references/case-carrier-copper-foil.md
Upstream Material Analysis Data Schema & Taxonomy
The skill organizes research data into a specific taxonomy to ensure consistency across different Openclaw Skills analysis sessions:
| Data Component | Description |
|---|---|
| stock-profile | Includes core positioning, data snapshots, pricing models, and bull/bear debates. |
| supply-chain-map | A visual or nested list representing the industry's upstream and downstream dependencies. |
| pricing-model | A markdown-based calculation sheet for revenue and profit contribution increments. |
| methodology-case | Historical examples used as benchmarks for new material research. |
Upstream Material Analysis Advanced Features
- Multi-scenario sensitivity analysis (Conservative, Neutral, Optimistic, and Aggressive projections).
- Purity assessment tools to determine the ratio of high-end material revenue versus total revenue.
- Technology route transition tracking (e.g., monitoring the shift from 1.6T to mSAP for copper foil).
- Verification protocols for distinguishing between first-hand official data and secondary expert sources.
- Independent rhythm judgment to differentiate between certification cycles and actual volume release timing.
SKILL.md
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