{
|
"batch_id": "BATCH-STOCK-VALUATION-CURRENT-RESEARCH-20260820-001",
|
"ticker": "002323.SZ",
|
"company": "*ST雅博",
|
"as_of": "2026-08-19",
|
"v2_status": "BLOCKED",
|
"v2_failure": {
|
"complete": false,
|
"error": "ValueError: E_HISTORICAL_SHARES_UNPROVEN:quote f124 缺失或为 0;ValueError: 缺少字段 CONSTRUCT_LONG_ASSET",
|
"error_code": "E_CORE_INPUT",
|
"error_type": "CoreInputError",
|
"recorded_at": "2026-08-20T15:18:42.015+08:00",
|
"rollback_errors": [],
|
"run_id": "b0404faad62b4204821d9111ca515be1",
|
"schema_version": 2,
|
"status": "BLOCKED"
|
},
|
"v2_runtime_package": "v2_002323_SZ.failed-b0404faad62b4204821d9111ca515be1",
|
"v2_raw_artifact_hashes": [
|
"07c18cab33f0bc4b0f92568d381f2c97fad24ade04e5b5b002146ee3533493d6",
|
"0bcbe0993d1de22e4bbe8e927ed17c98253ca1a6bb27187beed6885a4b006a99",
|
"1bd7ea44f3e9d968413970271da8b5dcaf3c3db43b3f4b31cc2d5e169232f56e",
|
"57fcce7ff34620fbf0854a92603df902e5d4c5320fb36a136a299cc8318d7f66",
|
"b8335445e91ee951a743c637dd3dd77a491075d77c2629743d2c48d2141462d3",
|
"bf69f59ebb91bf7a8997a01dd1f1d6fee0b44894b79ec5575354a5cb1b4b5aa5",
|
"c55ebdaf20c9346f9fadab189fd50ca0a2ee24b44c271a7d061e3e0cebbf45ed",
|
"d1a0ba2df10c11777464fa532599b5e203aa44e2fbebb9ad37f3405e8fc55e11",
|
"d5c5122e8c7357b384d472763550af18e323b7bb80d9b7e3ad38f9f634524ff8",
|
"ea6528a2204b61a7ee34683a73ca00f8afdc86aadf3f765d4dae39bbfb19dbe7"
|
],
|
"market_contract": {
|
"table": "trading_xuntou.cn_stock_kline_1d_front",
|
"source": "xtquant",
|
"source_batch_id": "FKL_20260819_161003_75ac38b0_1d_20260819_00003",
|
"updated_at": "2026-08-19 16:26:00",
|
"trade_date": "2026-08-19"
|
},
|
"quote_raw_hash": "d5c5122e8c7357b384d472763550af18e323b7bb80d9b7e3ad38f9f634524ff8",
|
"share_proof": {
|
"shares": 2120855142.0,
|
"shares_fallback": false,
|
"shares_fallback_source": "eastmoney.market:f84",
|
"report_shares": 1495296796.0,
|
"share_unit_correction": null,
|
"static_total_shares": 2120855142.0,
|
"match_report": false,
|
"quote_market_cap": 2693486030.34,
|
"price_times_shares": 2651068927.5,
|
"gap_rate": 0.016000000000000056
|
},
|
"industry_membership": {
|
"industries": [
|
"新能源"
|
],
|
"layers": [
|
"SOLAR"
|
],
|
"research_name": "*ST雅博"
|
},
|
"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。",
|
"*ST雅博现金流镜像缺CONSTRUCT_LONG_ASSET;capex=0仅用于FCF上限交叉验证,不进入主估值锚。"
|
],
|
"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": "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": 3
|
},
|
"label": "明显偏贵",
|
"base_low": 0.08132105431602364,
|
"base_high": 0.12649941782492563,
|
"optimistic_high": 0.19878479943916888,
|
"price": 1.25,
|
"bubble_status": "泡沫-极端"
|
}
|
}
|