{
|
"batch_id": "BATCH-STOCK-VALUATION-QINGFENGPU-TIMELINE-20260825-001",
|
"ticker": "002851.SZ",
|
"company": "麦格米特",
|
"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": "2026-08-25T19:56:55.794+08:00",
|
"rollback_errors": [],
|
"run_id": "1b670835ea10453ebdad96c5a0813577",
|
"schema_version": 2,
|
"status": "BLOCKED"
|
},
|
"v2_runtime_package": "v2_002851_SZ.failed-1b670835ea10453ebdad96c5a0813577",
|
"v2_raw_artifact_hashes": [
|
"2d4f7f8a7c3158ac224b096a4b7ef1dec3e432f4f9ece99e05722f344a61f5f9",
|
"414a8e490ff86711fe712a0992a7883226627878b9c13c888721fefe7b794fcf",
|
"4d2e5d709a94f3bb9605f8c186587936a47e96ec3916a885e167666615ddd158",
|
"4f125d46d38a4515e578607412daecb24dec2aef3b55bc022743a35cf06f0277",
|
"69d9624ffb4e3e015e69bd022e3e1f4eb3c01a53e15591d61948d6015203b315",
|
"70e6aeb812e55e16a486821a0bb2c089dd463f54b52c08e6bee72274e76aafcd",
|
"7c991e1016dce8a0bbe20b2308c78f333949d8d9927e3e23c8866c8a08b94750",
|
"832c4a82907f4263a51eb38848f1fddc7849e03af8bc2418a1d4b7fff7890b7f",
|
"a02b976e06f4e4d6d4e1526a3085c830769a17fea2bbd665d08170014a1d11c0",
|
"a84248048e3063e2162058745ae6f1e719f6e56e35b496f667bda0eafac3a207"
|
],
|
"market_contract": {
|
"table": "trading_xuntou.cn_stock_kline_1d_front",
|
"source": "xtquant",
|
"source_batch_id": "FKL_20260825_161021_6bd1f63d_1d_20260825_00005",
|
"updated_at": "2026-08-25 16:37:01",
|
"trade_date": "2026-08-25"
|
},
|
"quote_raw_hash": "4f125d46d38a4515e578607412daecb24dec2aef3b55bc022743a35cf06f0277",
|
"share_proof": {
|
"shares": 585010344.0,
|
"shares_fallback": false,
|
"shares_fallback_source": "eastmoney.market:f84",
|
"report_shares": 581611692.0,
|
"share_unit_correction": null,
|
"static_total_shares": 581495412.0,
|
"match_report": false,
|
"quote_market_cap": 70973454934.08,
|
"price_times_shares": 70973454934.08,
|
"gap_rate": 0.0
|
},
|
"industry_membership": {
|
"industries": [
|
"AI基础设施"
|
],
|
"layers": [
|
"reverse:AI算力、网络、光通信与散热",
|
"timeline"
|
],
|
"research_name": "麦格米特"
|
},
|
"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": "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": "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": 2
|
},
|
"label": "偏贵",
|
"base_low": 29.649359999999998,
|
"base_high": 69.0064,
|
"optimistic_high": 133.32036479999996,
|
"price": 121.32,
|
"bubble_status": "泡沫-高"
|
}
|
}
|
