Concept Rotation Monitor

Use this skill to rank and track A-share concept/theme (概念题材) rotation: aggregate each concept's constituent daily returns (from get_stock_daily) into a concept-level momentum and breadth ranking, detect newly-formed concepts (via inclusion dates), and compare short-window vs long-window momentum to see which themes are heating up or cooling down. Prefer Pandadata as the data source, keep every figure traceable to get_concept_list / get_concept_constituents / get_stock_daily and a date, and never invent concepts, constituents, returns, or rankings.

Scope And Positioning (read first to avoid overlap)

This skill is the concept/theme rotation view. It is deliberately distinct from its siblings:

• Unlike market-daily-review (daily whole-market review that surfaces the single day's hot concepts as one section): this skill builds a rotation time-series — momentum over configurable windows, short-vs-long momentum spread, breadth, and new-concept detection across a lookback. If the user wants a one-day end-of-day review, hand off to market-daily-review.
• Unlike stock-screener (natural-language stock filter that may use concept membership as a condition): this skill ranks the concepts themselves, not stocks; the output is a theme leaderboard, not a stock shortlist. If the user wants stocks inside a theme filtered by fundamentals, hand off to stock-screener.
• Unlike index-valuation-rotation (industry/index valuation percentile and industry momentum): that works on标准行业 indices with valuation percentiles; this works on market concepts/themes (英伟达概念, etc.) built bottom-up from constituent returns, without valuation. Complementary lenses — industry vs theme.
• Unlike portfolio-checkup / smart-money-profiler (which use concept membership incidentally): the concept-rotation signal itself lives here.

Concept Rotation Model (read before analysis)

There is no concept price index field — you build the concept signal bottom-up from constituent daily returns. Be explicit about every aggregation choice.