{
|
"batch_id": "BATCH-STOCK-VALUATION-CURRENT-RESEARCH-20260820-001",
|
"ticker": "603051.SH",
|
"company": "鹿山新材",
|
"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",
|
"error_code": "E_CORE_INPUT",
|
"error_type": "CoreInputError",
|
"recorded_at": "2026-08-20T15:18:53.470+08:00",
|
"rollback_errors": [],
|
"run_id": "7d20323e716747239ad3080f66c4d186",
|
"schema_version": 2,
|
"status": "BLOCKED"
|
},
|
"v2_runtime_package": "v2_603051_SH.failed-7d20323e716747239ad3080f66c4d186",
|
"v2_raw_artifact_hashes": [
|
"008a708e8519cf1299bab7559983ff2f6e078b3081d930da66c02ef09bbce15c",
|
"1bd7ea44f3e9d968413970271da8b5dcaf3c3db43b3f4b31cc2d5e169232f56e",
|
"48abbfc2c403d0ed22668458a549f9c7da2b92002b8783741afa53ce9126321a",
|
"4b2cbcef0acbb5c52e362a7fe9dfe6c1104f7d56c6110d7e09d45467a5acba79",
|
"5eee62dbb00444a60f6787e11b25ec0f625c26ed6c3334a733a771735c2d618d",
|
"d716532592e6d917cbe2e6878d14445454cc02561e772bf8c784322cd20819ec",
|
"d817fc5512e6e51be3c7ad606b91d1bf11ef16ef9012a3798566f626e15ca5dd",
|
"e716dac8c1da730e4bf2e630e72b0b9b22334d84407c4011a9a366b875e0f134",
|
"ea6528a2204b61a7ee34683a73ca00f8afdc86aadf3f765d4dae39bbfb19dbe7",
|
"ec684c8814d0a5b527e38735d747fb92bb8bf2712a2cdb0a418b4a63ba2c5351"
|
],
|
"market_contract": {
|
"table": "trading_xuntou.cn_stock_kline_1d_front",
|
"source": "xtquant",
|
"source_batch_id": "FKL_20260819_161003_75ac38b0_1d_20260819_00014",
|
"updated_at": "2026-08-19 16:28:14",
|
"trade_date": "2026-08-19"
|
},
|
"quote_raw_hash": "d716532592e6d917cbe2e6878d14445454cc02561e772bf8c784322cd20819ec",
|
"share_proof": {
|
"shares": 162832896.0,
|
"shares_fallback": false,
|
"shares_fallback_source": "eastmoney.market:f84",
|
"report_shares": 161632896.0,
|
"share_unit_correction": null,
|
"static_total_shares": 161632896.0,
|
"match_report": false,
|
"quote_market_cap": 3412977500.1600003,
|
"price_times_shares": 3333189381.12,
|
"gap_rate": 0.023937469467513565
|
},
|
"industry_membership": {
|
"industries": [
|
"新能源"
|
],
|
"layers": [
|
"SOLAR"
|
],
|
"research_name": "鹿山新材"
|
},
|
"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": "偏贵",
|
"base_low": 9.408567139646033,
|
"base_high": 14.635548883893827,
|
"optimistic_high": 22.998719674690307,
|
"price": 20.47,
|
"bubble_status": "泡沫-中"
|
}
|
}
|
