{
|
"batch_id": "BATCH-STOCK-VALUATION-CURRENT-RESEARCH-20260820-001",
|
"ticker": "300068.SZ",
|
"company": "ST南都",
|
"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: E_BALANCE_SCHEMA_DRIFT：MINORITY_EQUITY 为负",
|
"error_code": "E_CORE_INPUT",
|
"error_type": "CoreInputError",
|
"recorded_at": "2026-08-20T15:18:46.691+08:00",
|
"rollback_errors": [],
|
"run_id": "d409a01fe322451280d66b0eb173fc86",
|
"schema_version": 2,
|
"status": "BLOCKED"
|
},
|
"v2_runtime_package": "v2_300068_SZ.failed-d409a01fe322451280d66b0eb173fc86",
|
"v2_raw_artifact_hashes": [
|
"08d914988565db2b0da8fc5b173c95ab7c1b335017fcbd655eff96011d367aaa",
|
"1bd7ea44f3e9d968413970271da8b5dcaf3c3db43b3f4b31cc2d5e169232f56e",
|
"2798b80e2757b04ceaa171f75b4ab99afd8cb3f2c1dcbba6c105a1b71b09b484",
|
"40651ea392bc88f00b67e904a2e1f19515427c92c37c0eb66a7818322dcda4fd",
|
"53f897b4cca7e80400e8c221d94609c93ae8d265b149fe18dce61556c9931bb6",
|
"6db6e90d26bb069166ac3e505cfb1c9358f10d952fcf9f49dabceaa05be310a5",
|
"a64353104ba39ab37be0cb18b68a6d496ce7a38bc7ae4c014a7e1c162862fed3",
|
"cc7bbd5455daf549e4ad75910ca38c5ec2dbf15e036819a32a81f5dc19b88d5a",
|
"db947e13ee5042d5afa3648a0ed6b823939e2f9937b642d61ce274aef55c2b4e",
|
"ea6528a2204b61a7ee34683a73ca00f8afdc86aadf3f765d4dae39bbfb19dbe7"
|
],
|
"market_contract": {
|
"table": "trading_xuntou.cn_stock_kline_1d_front",
|
"source": "xtquant",
|
"source_batch_id": "FKL_20260819_161003_75ac38b0_1d_20260819_00006",
|
"updated_at": "2026-08-19 16:26:36",
|
"trade_date": "2026-08-19"
|
},
|
"quote_raw_hash": "40651ea392bc88f00b67e904a2e1f19515427c92c37c0eb66a7818322dcda4fd",
|
"share_proof": {
|
"shares": 898367299.0,
|
"shares_fallback": false,
|
"shares_fallback_source": "eastmoney.market:f84",
|
"report_shares": 898367299.0,
|
"share_unit_correction": null,
|
"static_total_shares": 898367299.0,
|
"match_report": true,
|
"quote_market_cap": 3575501850.02,
|
"price_times_shares": 3530583485.07,
|
"gap_rate": 0.012722646310432515
|
},
|
"industry_membership": {
|
"industries": [
|
"新能源"
|
],
|
"layers": [
|
"POWER_SYSTEM",
|
"STORAGE"
|
],
|
"research_name": "ST南都"
|
},
|
"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": "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": 1.103123446847546,
|
"base_high": 1.8385390780792432,
|
"optimistic_high": 2.941662524926789,
|
"price": 3.93,
|
"bubble_status": "泡沫-极端"
|
}
|
}
|
