{
|
"batch_id": "BATCH-STOCK-VALUATION-QINGFENGPU-TIMELINE-20260825-001",
|
"ticker": "002407.SZ",
|
"company": "多氟多",
|
"as_of": "2026-08-25",
|
"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": "2026-08-25T19:56:52.804+08:00",
|
"rollback_errors": [],
|
"run_id": "8d8ade69664c43f79777b22a15b09108",
|
"schema_version": 2,
|
"status": "BLOCKED"
|
},
|
"v2_runtime_package": "v2_002407_SZ.failed-8d8ade69664c43f79777b22a15b09108",
|
"v2_raw_artifact_hashes": [
|
"123fa307ce065a40f6fbcccd814726e81cb60ef9a38c15972ba44b129942d67e",
|
"31dd3dd3af07fbf231b7d45f103b553c0a226affc91828226ef019370032f8cb",
|
"835158b5b3b0429ef763de12e5c6ff07d3c602848cb28408369c5bbb93242f65",
|
"8a0cda5bb7677bd45ca60a4b7f7a89d376340620c32e6ddc26644da34c0789d6",
|
"9f88b7294d149e1474680cbe8f8842ef34ab144a395de2f0cd1ca22d12cb0341",
|
"a02b976e06f4e4d6d4e1526a3085c830769a17fea2bbd665d08170014a1d11c0",
|
"cb510d70b81bfb0a74000bbf16dcef51e28ca58e7074f6eef8d59553e3797113",
|
"cdcb626bf976d57828d99444d6339fc5294f86e0f120d69204ada0a4b8c2b4ef",
|
"dd8c1a3860fb9f492b143bdcbe66f0f19b895878c81086687d5064647027fb52",
|
"e4c929c542661bce52994a5e7cec8f4f9f8182b4f879e2cbd1a444f33bb6f6b4"
|
],
|
"market_contract": {
|
"table": "trading_xuntou.cn_stock_kline_1d_front",
|
"source": "xtquant",
|
"source_batch_id": "FKL_20260825_161021_6bd1f63d_1d_20260825_00004",
|
"updated_at": "2026-08-25 16:36:49",
|
"trade_date": "2026-08-25"
|
},
|
"quote_raw_hash": "31dd3dd3af07fbf231b7d45f103b553c0a226affc91828226ef019370032f8cb",
|
"share_proof": {
|
"shares": 1190432569.0,
|
"shares_fallback": false,
|
"shares_fallback_source": "eastmoney.market:f84",
|
"report_shares": 1190432569.0,
|
"share_unit_correction": null,
|
"static_total_shares": 1190432569.0,
|
"match_report": true,
|
"quote_market_cap": 40331855437.72,
|
"price_times_shares": 40331855437.72,
|
"gap_rate": 0.0
|
},
|
"industry_membership": {
|
"industries": [
|
"半导体"
|
],
|
"layers": [
|
"reverse:半导体制造、设备、零部件和材料",
|
"timeline"
|
],
|
"research_name": "多氟多"
|
},
|
"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。",
|
"截至估值日可识别3家机构明细，但只有华安证券2026-08-20报告晚于半年报；中原、光大半年报前预测只作预期差证据。",
|
"电子信息材料收入占比约3.77%，半导体题材不能替代按主要利润来源确定公司类型。"
|
],
|
"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"
|
},
|
{
|
"action": "保留作公告前预期对照，但不纳入当前一致预期。",
|
"field": "institutions.中原证券",
|
"issue_id": "QA-INSTITUTION-STALE",
|
"message": "机构预测早于最新经营信息。",
|
"recalc_scope": "机构预期与 Forward PE",
|
"severity": "WARNING"
|
},
|
{
|
"action": "保留作公告前预期对照，但不纳入当前一致预期。",
|
"field": "institutions.光大证券",
|
"issue_id": "QA-INSTITUTION-STALE",
|
"message": "机构预测早于最新经营信息。",
|
"recalc_scope": "机构预期与 Forward PE",
|
"severity": "WARNING"
|
}
|
],
|
"status": "PASS_WITH_WARNINGS",
|
"warning_count": 3
|
},
|
"label": "偏贵",
|
"base_low": 21.756797213433768,
|
"base_high": 28.56104653500958,
|
"optimistic_high": 43.681600582955825,
|
"price": 33.88,
|
"bubble_status": "泡沫-中",
|
"bubble_premium_pct": 18.6231042285882,
|
"correction_reason": "旧快照把抓取日当研报日，并把半导体研究标签当作整家公司类型，导致机构利润和PE倍数同时高估。"
|
}
|
}
|
