{
|
"batch_id": "BATCH-STOCK-VALUATION-CURRENT-RESEARCH-20260820-001",
|
"ticker": "300751.SZ",
|
"company": "迈为股份",
|
"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": "2026-08-20T15:18:48.053+08:00",
|
"rollback_errors": [],
|
"run_id": "a25122c12fc54efe81c9e89c1f52a23b",
|
"schema_version": 2,
|
"status": "BLOCKED"
|
},
|
"v2_runtime_package": "v2_300751_SZ.failed-a25122c12fc54efe81c9e89c1f52a23b",
|
"v2_raw_artifact_hashes": [
|
"064754781d6f006b75d1ba5f6f53b1592d5b3f5a850644356b17395808acdda1",
|
"1bd7ea44f3e9d968413970271da8b5dcaf3c3db43b3f4b31cc2d5e169232f56e",
|
"215d68c0f372b39b71f1e949006611051c04041039d2932530ca015e5bfb3eb0",
|
"29071cfdcea86640527279652874af11b5099abdf34bc66dcb1c9d91a3178fa9",
|
"4d04f17d7e81e998386704232d6ac02f49f9f089c3033380f1f019499f391a81",
|
"63d12eaa09515347ee01a5e69506d0964b202615df41dde0500dc8bb795bd78f",
|
"789e3969baf40f52a400a5f974a08553a8c3ed573613111c61cbc7db24f4baf0",
|
"8386d5edb0a2095659b224ffb158fe0791b13bc03bbd8d4a56aa8b83317f8546",
|
"cdb6ae09e2fa04b8d940681d04b140122d97397974fcd9c1d070e9f6554b3ee6",
|
"d09f90543247ee0711a077459bfa8142cf676c94eb62e9465c0697b105afcf44"
|
],
|
"market_contract": {
|
"table": "trading_xuntou.cn_stock_kline_1d_front",
|
"source": "xtquant",
|
"source_batch_id": "FKL_20260819_161003_75ac38b0_1d_20260819_00008",
|
"updated_at": "2026-08-19 16:27:00",
|
"trade_date": "2026-08-19"
|
},
|
"quote_raw_hash": "d09f90543247ee0711a077459bfa8142cf676c94eb62e9465c0697b105afcf44",
|
"share_proof": {
|
"shares": 278901752.0,
|
"shares_fallback": false,
|
"shares_fallback_source": "eastmoney.market:f84",
|
"report_shares": 279405006.0,
|
"share_unit_correction": null,
|
"static_total_shares": 279405006.0,
|
"match_report": false,
|
"quote_market_cap": 54675899462.079994,
|
"price_times_shares": 52851882004.0,
|
"gap_rate": 0.03451187335092337
|
},
|
"industry_membership": {
|
"industries": [
|
"新能源"
|
],
|
"layers": [
|
"SOLAR"
|
],
|
"research_name": "迈为股份"
|
},
|
"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": "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": 1
|
},
|
"label": "明显偏贵",
|
"base_low": 32.70222428570994,
|
"base_high": 79.91726999998937,
|
"optimistic_high": 157.5511894285505,
|
"price": 189.5,
|
"bubble_status": "泡沫-极端"
|
}
|
}
|
