1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
| {
| "batch_id": "BATCH-STOCK-VALUATION-INDUSTRY-RESEARCH-GAPS-20260814-001",
| "ticker": "688469.SH",
| "company": "芯联集成",
| "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": "2026-08-14T00:55:07.784+08:00",
| "rollback_errors": [],
| "run_id": "0aaae9649f8c4c308391b1feef5c5b05",
| "schema_version": 2,
| "status": "BLOCKED"
| },
| "v2_runtime_package": "v2_688469_SH.failed-0aaae9649f8c4c308391b1feef5c5b05",
| "v2_raw_artifact_hashes": [
| "137bece047cdfca1d557a0157b2586d493865a9e12ad7d696abfa559344ec66a",
| "3dde786a44534f6251c6e9f1047f9c0bb2ce1e5d29d828ad45ac8863006896d8",
| "6fa19ce4362d0c53cdcf0573791c663b8081e18015daacfc7683e094770ebff7",
| "7b64b3886faa39331ecea73a35827306b56e3351707fbba373a616f380b53696",
| "939e55b5e51508dce64030c18af1fde49b013659d2cc5379d4dcfb9b9f3d2c62",
| "d2438c15d3204c7433a822d1cf43680c3983c2776f87e8a40570f4e505c559a6",
| "dbcaf5fd069afb04e7a621fad895cf941fbd772b61a29a6aefc067a5439785ae",
| "dcc9bbfa441ab893828e9848e572cf7fdf6757b55102ffe5846a3b803a7d48d7"
| ],
| "market_contract": {
| "table": "trading_xuntou.cn_stock_kline_1d_front",
| "source": "xtquant",
| "source_batch_id": "FKL_20260813_161015_179d5321_1d_20260813_00017",
| "updated_at": "2026-08-13 16:21:33",
| "trade_date": "2026-08-13"
| },
| "quote_raw_hash": "",
| "share_proof": {
| "shares": 8382687172.0,
| "shares_fallback": true,
| "shares_fallback_source": "statutory_report:report_shares",
| "report_shares": 8382687172.0,
| "share_unit_correction": null,
| "static_total_shares": 8382687172.0,
| "match_report": true,
| "quote_market_cap": null,
| "price_times_shares": 77623683212.72,
| "gap_rate": 0.0
| },
| "industry_membership": {
| "industries": [
| "半导体"
| ],
| "layers": [
| "PRIMARY_EVIDENCE_ENRICHED_WITH_EXPLICIT_GAPS"
| ],
| "research_name": "芯联集成"
| },
| "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": 0,
| "issues": [
| {
| "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"
| }
| ],
| "status": "PASS_WITH_WARNINGS",
| "warning_count": 3
| },
| "label": "明显偏贵",
| "base_low": 1.5928010543037354,
| "base_high": 3.185602108607471,
| "optimistic_high": 5.574803690063074,
| "price": 9.26,
| "bubble_status": "泡沫-极端"
| }
| }
|
|
