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Add policy analysis report for 2026-08-21 #1

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liam commented 2026-08-21 01:34:14 +00:00
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Daily policy radar report for 2026-08-21 with 5 policies from Aug 16-21. Also syncs policy-radar skill files.

Daily policy radar report for 2026-08-21 with 5 policies from Aug 16-21. Also syncs policy-radar skill files.
liam added 39 commits 2026-08-21 01:34:14 +00:00
Add Looping Data 文章合集 aeb6afee80 
合并两篇子凡AI微信公众号文章为一份 Markdown 文档：
- 如何用 Loop Engineering 建设数据分析智能体
- （二）Looping Data 落地手记：数据分析智能体的产品设计

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
李铁 67db47e85e
删除 7月16号_导读摘要.md 624c91b2cc
删除 07月11日 20:33 录音_导读摘要.md a2d6f4bdc3
删除 SVID_20260526_203211_1_导读摘要.md 609dd627b5
删除 SVID_20260629_203042_1_导读摘要.md 452a8b6a15
删除 李铁与周sir言论时间线.md 2275a0b91d
上传文件至「李铁」 ea3b1b6f6f
上传文件至「李铁/直播录音稿」 366662fe26
上传文件至「李铁/直播录音稿」 9aec1a0f2f
Add policy-radar skill: executable policy analysis SOP based on Li Tie's 4-step method f72d2ae621 
A reusable Multica skill that fetches Chinese government policy documents
from official sources (gov.cn, scio.gov.cn, etc.) and applies structured
four-step analysis: read original text → find new additions → classify
policy type → verify continuity → output investment direction report.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
Merge analysis doc from agent/6f8045c9 into agent/3b85dd04 1eae3760da 
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
整理 Looping Data 相关文件至独立文件夹 30cdaf8fb7 
- 将 looping_data.md、screenshot1.png、screenshot2.png 移至 looping_data/ 文件夹
- 新增推理链分析文稿 looping_data_reasoning_chain.md

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
Add policy radar report and consolidate scraping methods 6ac8fc04c8 
- Add policy-analysis-2026-07-20.md: 8-policy analysis for Jul 13-20
  covering water protection, consumption expansion, national health,
  TCM revitalization, carbon peak action plan, and PBC monetary policy
- Update skills/policy-radar/SKILL.md: add section 5 with curl+python3
  scraping scripts as fallback when WebSearch/WebFetch are unavailable
- Renumber sections 5→6, 6→7, 7→8, 8→9

Co-authored-by: multica-agent <github@multica.ai>
Optimize policy-radar skill: baseline rules, downgrade labels, self-check, branch chains 6189f5661e 
Four improvements from report quality audit:
1. Add mandatory baseline scanning step to 4.2 SOP (3-month lookback on first run)
2. Add source downgrade annotation rules for partial/missing original text
3. Embed self-check checklist with placeholders into report template
4. Add branch annotation format for cross-track continuity chains

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
政策解读报告 2026-07-20 v2: 添加经济形势座谈会/AI大会/招投标信用管理/数据资产标准/输配电价政策分析 8893e46d03 
Co-authored-by: multica-agent <github@multica.ai>
政策解读报告 2026-07-20 v3: 深度四步法分析7条政策原文 9841d5705b 
- 新增基线摘要（首次运行3个月扫描）
- 完整抓取6条政策原文（gov.cn + pbc.gov.cn）
- 四步法逐条解读（读原文/找新增/分类/连续性）
- 新增跨赛道关联分析和分支链条图
- 投资方向判断（大/中/小三层）
- 发布前自检全部通过

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
添加「数据缺口显性化」推理链分析文稿 a2aa58e387 
基于 looping_data.md 两篇文章，按「观点→事实→逻辑→结论」四要素提炼
缺口显性化难点的论证骨架，并对照 GitHub 12 个同类项目的五维对标分析。

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
政策解读报告 2026-07-21: 抓取8条政策原文，四步法分析 55f1e3be07 
本期核心发现：
- "十五五"碳达峰行动方案量化目标：零碳园区100个、零碳工厂500个、新型储能3亿千瓦
- 扩大消费"十五五"规划：社零60万亿目标+首次写入"人工智能+消费"
- 货币政策框架明确向价格型转型（50BP对称区间+隔夜逆回购）
- 水体治理下沉到"群众身边"乡村小微水体
- 国民健康"十五五"规划：人均预期寿命80岁+数智化转型牵引

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
为政策雷达 skill 添加11个政府网站的 Python 抓取工具 e492965ba1 
覆盖全部11个数据源的可复用 scraper 模块 tools/scrapers.py：
- gov.cn: 国务院政策文件库（HTML 解析）
- xinhuanet (news.cn): 新华社受权发布（HTML 解析）
- scio (pbc镜像): 国新办新闻发布会文字实录
- pbc: 央行货币政策/公告
- mof: 财政部政策
- ndrc: 发改委产业政策
- csrc: 证监会公告（HTML 解析）
- mofcom: 商务部政策（JSON API）
- people: 人民日报社论（HTML 解析）
- cctv: 央视新闻联播（JSONP API）
- ce: 经济日报政策解读

更新 SKILL.md 引用新工具，统一入口 scrape_list()/scrape_article()。

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
将 policy-radar skill 从 .claude/skills/ 移至 skills/ 顶层目录 30af2c87b9 
- 删除旧的 skills/policy-radar/（仅有旧版 SKILL.md）
- 删除 .claude/skills/policy-radar/（含 tools/scrapers.py）
- 在 skills/policy-radar/ 重建，包含最新版 SKILL.md + tools/

消除两个重叠路径，统一使用 skills/policy-radar/ 作为 skill 目录。

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
政策解读报告 2026-07-22: 5条新政策四步法分析 3d0eecaf9b 
本期重点：自然资源资产管理制度体系（P0）、AI全球治理（P0）、
旅游强国十五五规划（P1）、私募基金强监管（P1）、资本市场座谈会（P2）。
核心信号：制度改革红利持续释放，AI强国+资源资产化+旅游强国三大新主题。

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
Merge policy analysis report 2026-07-22 85edf97487 
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add policy analysis report 2026-07-22 v2 44a0855e2d 
Incremental update covering July 20-22 policy developments:
- PBC 1000亿 disaster relending facility
- CSRC investor座谈会 + "三个逻辑不变" market stabilization
- Customs 15th FYP technology import expansion
- CSRC financial fraud crackdown phase 3 results
- MOHURS H1 employment data

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
政策雷达分析报告 2026-07-23: 11条政策四步法分析（十五五专项规划密集落地） b70126ef5b 
Co-authored-by: multica-agent <github@multica.ai>
政策雷达分析报告 2026-07-24: 8条政策四步法分析（财政金融协同加码+社会工作P0+中美降税） 1789ea0f47 
Co-authored-by: multica-agent <github@multica.ai>
Add policy analysis report for 2026-07-25 ddf499b19e 
Co-authored-by: multica-agent <github@multica.ai>
Add policy analysis report for 2026-07-26 4a2324555f 
8 policies analyzed with 4-step method:
- P0: 关于加强新时代社会工作的意见
- P2: 全民健身计划(2026-2030)、扩大消费十五五规划、国民健康十五五规划
- P1: 自然资源资产管理制度体系、国新办货币政策发布会
- P3: 财政金融协同促内需、支农支小再贷款1000亿

Key findings: 十五五专项规划密集落地，消费60万亿目标确立，
货币政策框架转型加速，财政金融协同工具创新。

Co-authored-by: multica-agent <github@multica.ai>
Add policy analysis report for 2026-07-27 e2d36fc4bc 
10条政策四步法分析：消费十五五规划(60万亿目标)+财政金融协同1000亿
+国民健康十五五规划+六张网基础设施+全民健身AI赋能+水体治理

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: multica-agent <github@multica.ai>
add: 推理链提炼——从知识图谱到认知拓扑 c1cec66cbf 
Co-authored-by: multica-agent <github@multica.ai>
add: 推理链通俗版——从知识图谱到认知拓扑 1385ca9ddf 
Co-authored-by: multica-agent <github@multica.ai>
add: 政策雷达分析报告 2026-07-28 10df906b3b 
Co-authored-by: multica-agent <github@multica.ai>
policy: 2026-08-10 每日政策解读报告 51c71db9cb 
- 抓取8条最新政策（国务院、央行、财政部、证监会等）
- 覆盖：IC布图设计保护、知识产权十五五、央行下半年工作、科技金融数据、金融机构治理、澳门国债、救灾资金、国务院常务会议
- 四步法逐条解读 + 连续性验证 + 投资方向判断

Co-authored-by: multica-agent <github@multica.ai>
Add policy analysis report for 2026-08-11 b2bb41cd86 
Key findings:
- PBC issues first-ever "15th Five-Year Reform Development Plan" with 9 sub-action plans
- RMB internationalization accelerates: Frankfurt clearing bank + Malaysia/Argentina swap renewals
- MOF issues 4th RMB bond in HK (15bn, 4.67x oversubscribed, first 30yr tenor)
- Accounting standards revised (CAS 30), new "obscure processing" concept introduced
- Disaster relief continues: 180mn emergency funds (flood + drought dual response)

Co-authored-by: multica-agent <github@multica.ai>
add: 政策雷达分析报告 2026-08-12 cb92aadb24 
每日政策解读 — 8条核心政策四步法深度分析。

Key findings:
- 央行首发独立'十五五'改革发展规划，构建金融强国顶层设计
- 货币政策'适度宽松'延续，'增量政策'表述暗示加码可能
- 科技金融从口号进入数据驱动阶段（九部门数据目录1.0）
- 知识产权强国首次提出数据知识产权和AI生成物保护
- 创业板改革深化（第四套上市标准、支持未盈利创新企业）
- 跨境金融'开正门堵偏门'组合（法兰克福清算行+非法跨境整治）

Co-authored-by: multica-agent <github@multica.ai>
policy-analysis: 2026-08-13 daily policy report d294950b45 
Co-authored-by: multica-agent <github@multica.ai>
Add policy analysis report for 2026-08-14 83ae3220f4 
- Scraped 8 policy documents from gov.cn, PBC, CSRC
- Key findings: monetary policy continues 'moderately loose',
  fiscal incremental policies pending, IC/photonics IP protection
  expanded, 4 nuclear projects approved, carbon trading penalties
  doubled, GEM reform deepens

Co-authored-by: multica-agent <github@multica.ai>
Add policy analysis report for 2026-08-15 10069f003d 
Co-authored-by: multica-agent <github@multica.ai>
Add policy analysis report for 2026-08-21 97db037143 
- Scrape and analyze 5 policies from Aug 16-21 (State Council plenary
  meeting, housing fund regulation revision, special education 15FYP,
  digital RMB expansion, Australia currency swap)
- Sync policy-radar skill files from Multica workspace

Co-authored-by: multica-agent <github@multica.ai>
liam closed this pull request 2026-08-21 01:36:05 +00:00

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Reference: liam/wiki#1