{
|
"batch_id": "BATCH-STOCK-VALUATION-INDUSTRY-RESEARCH-GAPS-20260814-001",
|
"ticker": "300323.SZ",
|
"company": "华灿光电",
|
"as_of": "2026-08-13",
|
"v2_status": "BLOCKED",
|
"v2_failure": {
|
"complete": false,
|
"error": "SourceContractError: 网络请求失败：Remote end closed connection without response",
|
"error_code": "E_CORE_INPUT",
|
"error_type": "CoreInputError",
|
"recorded_at": "2026-08-14T00:54:46.422+08:00",
|
"rollback_errors": [],
|
"run_id": "03f1528813e44ad08f9b180397fd7585",
|
"schema_version": 2,
|
"status": "BLOCKED"
|
},
|
"v2_runtime_package": "v2_300323_SZ.failed-03f1528813e44ad08f9b180397fd7585",
|
"v2_raw_artifact_hashes": [
|
"1398993ecfccfd6bfbdf9f68b73e0bf5aae2631983020b8f44ca8afe400b2ec0",
|
"20b7050f50e66d3af4e39f8f88b5ed4e0ae72fa2c71befc1a3650bdc04fa4689",
|
"3c83fbdeed2f793d5bc8f7aa755ef0e6252225e65f28bd980003a24216a56e49",
|
"584857b054a4a443c185c7473353b3a012cd3df25fce54b3efd8cc798f3ce2b6",
|
"7feaf8ffdd6a408acaa69b94a23443d798a8d900c20496f80d15dc2793e361f1",
|
"d2438c15d3204c7433a822d1cf43680c3983c2776f87e8a40570f4e505c559a6",
|
"ea6528a2204b61a7ee34683a73ca00f8afdc86aadf3f765d4dae39bbfb19dbe7",
|
"f34652d8217f3e7e50895a041c653729670b3a626260562b0584a47129be6ab3"
|
],
|
"market_contract": {
|
"table": "trading_xuntou.cn_stock_kline_1d_front",
|
"source": "xtquant",
|
"source_batch_id": "FKL_20260813_161015_179d5321_1d_20260813_00006",
|
"updated_at": "2026-08-13 16:18:33",
|
"trade_date": "2026-08-13"
|
},
|
"quote_raw_hash": "",
|
"share_proof": {
|
"shares": 1622998797.0,
|
"shares_fallback": true,
|
"shares_fallback_source": "statutory_report:report_shares",
|
"report_shares": 1622998797.0,
|
"share_unit_correction": null,
|
"static_total_shares": 1622998797.0,
|
"match_report": true,
|
"quote_market_cap": null,
|
"price_times_shares": 19427295600.09,
|
"gap_rate": 0.0
|
},
|
"industry_membership": {
|
"industries": [
|
"半导体"
|
],
|
"layers": [
|
"OFFICIAL_IDENTITY_INDEXED"
|
],
|
"research_name": "华灿光电"
|
},
|
"bounded_gaps": [
|
"V2 quote f124=0，端到端流程诚实阻断；正式估值用当前总股本/市值勾稽，股本历史日期无A1完全匹配时显式保留缺口。",
|
"机构汇总缺逐家报告日期与明细，不把一致预期写成法定事实。"
|
],
|
"checks": {
|
"v1_qa": {
|
"error_count": 0,
|
"info_count": 1,
|
"issues": [
|
{
|
"action": "补充法定披露、行情接口或机构预测汇总页来源。",
|
"field": "institutions",
|
"issue_id": "QA-CORE-SOURCE-MISSING",
|
"message": "核心字段没有由注册表中允许承载核心数字的来源支持。",
|
"recalc_scope": "institutions",
|
"severity": "WARNING"
|
},
|
{
|
"action": "使用正常化情景、PB 或反向估值。",
|
"field": "metrics.ttm_attributable_profit",
|
"issue_id": "QA-NEGATIVE-TTM-PROFIT",
|
"message": "TTM 归母利润不为正，报告 PE 不适用。",
|
"recalc_scope": "PE 模块",
|
"severity": "WARNING"
|
},
|
{
|
"action": "检查主营盈利恢复条件。",
|
"field": "metrics.ttm_deduct_profit",
|
"issue_id": "QA-NEGATIVE-TTM-DEDUCT",
|
"message": "TTM 扣非利润不为正，扣非 PE 不适用。",
|
"recalc_scope": "扣非 PE 模块",
|
"severity": "WARNING"
|
},
|
{
|
"action": "拆解营运资本、资本开支与回款持续性。",
|
"field": "metrics.annual_fcf",
|
"issue_id": "QA-NEGATIVE-FCF",
|
"message": "最近完整年度简化自由现金流为负。",
|
"recalc_scope": "DCF 与现金流交叉验证",
|
"severity": "WARNING"
|
},
|
{
|
"action": "不得以公司业绩预告或自有情景冒充机构预期。",
|
"field": "institutions",
|
"issue_id": "QA-INSTITUTION-NONE",
|
"message": "估值日没有可用机构盈利预测，已明确记录为空。",
|
"recalc_scope": "机构预期模块",
|
"severity": "INFO"
|
}
|
],
|
"status": "PASS_WITH_WARNINGS",
|
"warning_count": 4
|
},
|
"label": "明显偏贵",
|
"base_low": 3.6782802069174916,
|
"base_high": 6.130467011529153,
|
"optimistic_high": 9.808747218446644,
|
"price": 11.97,
|
"bubble_status": "泡沫-极端"
|
}
|
}
|
