compute-precious-miner-gross-margin
以公開金屬價格 + 礦業成本指標(AISC/All-in cost/現金成本)計算「黃金/白銀礦業毛利率代理值」,並判斷當前是否處於歷史高/低檔區間。
npx skills add majiayu000/claude-skill-registry --skill compute-precious-miner-gross-margin --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
<essential_principles> <principle name="margin_proxy_definition"> **毛利率代理值定義** 礦業毛利率代理(Margin Proxy)使用簡化公式: ``` gross_margin_proxy = (metal_price - unit_cost) / metal_price ``` 其中: - **metal_price**:金屬現貨價或期貨近月價 - **unit_cost**:AISC (All-In Sustaining Cost)、現金成本(C1)或全成本 此指標**不等同會計報表的毛利率**,但能快速捕捉價格-成本關係的邊際變化。 </principle> <principle name="cost_metric_hierarchy"> **成本指標口徑層次** | 口徑 | 包含項目 | 適用場景 | |-------------------|---------------------------------|----------------------| | Cash Cost (C1) | 現場採掘 + 加工 + 場內行政 | 現金流壓力測試 | | AISC | C1 + 維持資本開支 + 勘探 + 行政 | 行業標準(WGC 定義) | | All-In Cost (AIC) | AISC + 成長資本開支 | 完整經濟成本 | 建議優先使用 **AISC**,因其可比性最佳且資料可得性高。 </principle> <principle name="aggregation_logic"> **籃子聚合邏輯** | 方法 | 公式 | 直覺 | |---------------------|----------------------------------|----------------------------| | equal_weight | Σ margin_i / N | 簡單平均,每家公司等權 | | production_weighted | Σ (margin_i × prod_i) / Σ prod_i | 產量加權,反映「產業毛利」 | | marketcap_weighted | Σ (margin_i × mcap_i) / Σ mcap_i | 市值加權,反映「股權曝險」 | 建議使用 **production_weighted** 以更準確反映產業整體毛利結構。 </principle> <principle name="data_frequency_alignment"> **數據頻率對齊** - **金屬價格**:日頻或月均價 - **礦業成本**:季度(多數公司僅在季報揭露 AISC) - **對齊方式**: - 將成本 forwar
cd skills/compute-precious-miner-gross-margin pip install pandas numpy requests yfinance beautifulsoup4 lxml # 首次使用 python scripts/margin_calculator.py --quick --metal gold python scripts/margin_calculator.py \
What does the compute-precious-miner-gross-margin skill do?
以公開金屬價格 + 礦業成本指標(AISC/All-in cost/現金成本)計算「黃金/白銀礦業毛利率代理值」,並判斷當前是否處於歷史高/低檔區間。
How do I install it?
Run `npx skills add majiayu000/claude-skill-registry --skill compute-precious-miner-gross-margin --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From majiayu000/claude-skill-registry, a repository with 534 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.
