chore: 更新2026-09-11股票估值每日台账

Cai

9 hours ago 22384865fbdb92c4ce603c137b1cac52ab6450ba

 ai-valuation-analyst/tools/revalue_midyear_full_20260826.py

@@ -343,14 +343,14 @@
            "retained_base_low": item["base_low"],
            "retained_base_high": item["base_high"],
        }
        write_json(out_dir / "估值快照.json", gap_snapshot)
        write_json(out_dir / f"{safe_name(item['company'])}估值快照_当前.json", gap_snapshot)
        calc_dir = out_dir / "calculation"
        calc_dir.mkdir(parents=True, exist_ok=True)
        for stale_name in ("valuation_results.json", "valuation_report.md", "run_manifest.json"):
            stale_path = calc_dir / stale_name
            if stale_path.exists():
                stale_path.unlink()
        formal_path = out_dir / f"{safe_name(item['company'])}价格合理性评估.md"
        formal_path = out_dir / f"{safe_name(item['company'])}价格合理性评估_当前.md"
        formal_path.write_text(
            "\n".join(
                [
@@ -394,10 +394,15 @@
    ttm_attr = annual["attributable_profit"] + current["attributable_profit"] - prior["attributable_profit"]
    ttm_deduct = annual["deduct_profit"] + current["deduct_profit"] - prior["deduct_profit"]
    ttm_revenue = annual["revenue"] + current["revenue"] - prior["revenue"]
    shares = item.get("static_total_shares") or number(selected.get("current_main") or {}, "TOTAL_SHARE") or float(old["market"]["diluted_shares"])
    # Latest statutory report equity units take precedence over the older
    # instrument-static snapshot.  This matters after bonus issues, splits,
    # conversions and other H1 capital changes.
    reported_shares = number(selected.get("current_main") or {}, "TOTAL_SHARE")
    shares = reported_shares or item.get("static_total_shares") or float(old["market"]["diluted_shares"])
    shares = float(shares)
    if shares < 1_000_000 and float(old["market"]["diluted_shares"]) > 10_000_000:
        shares *= 10000
    shares_date = current_end if reported_shares else PRICE_DATE
    price = item.get("close") or float(old["market"]["price"])
    notice_date = str(selected["current_income"].get("NOTICE_DATE") or selected["current_income"].get("UPDATE_DATE"))[:10]
    included, excluded = included_forecasts(raw, notice_date, current["attributable_profit"], shares)
@@ -512,7 +517,7 @@
        },
        "market": {
            "price": price, "price_type": "前复权完整交易日收盘价", "price_timestamp": f"{PRICE_DATE}T15:00:00+08:00",
            "diluted_shares": shares, "shares_date": PRICE_DATE, "platform_market_cap": price * shares,
            "diluted_shares": shares, "shares_date": shares_date, "platform_market_cap": price * shares,
        },
        "financials": financials,
        "balance_sheet": bal,
@@ -558,7 +563,7 @@
    }
    out_dir = CURRENT_ROOT / ticker
    out_dir.mkdir(parents=True, exist_ok=True)
    snapshot_path = out_dir / "估值快照.json"
    snapshot_path = out_dir / f"{safe_name(item['company'])}估值快照_当前.json"
    write_json(snapshot_path, snapshot)
    calc_dir = out_dir / "calculation"
    if method == "pb" and bal["equity"] <= 0:
@@ -567,7 +572,7 @@
            stale_path = calc_dir / stale_name
            if stale_path.exists():
                stale_path.unlink()
        formal_path = out_dir / f"{safe_name(item['company'])}价格合理性评估.md"
        formal_path = out_dir / f"{safe_name(item['company'])}价格合理性评估_当前.md"
        formal_path.write_text(
            "\n".join(
                [
@@ -687,7 +692,7 @@
    )
    formal = calc_text.replace("\n## 1. 结论先行", intro + "\n## 1. 结论先行", 1)
    formal = formal.replace("价格合理性评估（流水线生成底稿）", "当前价格合理性评估", 1)
    formal_path = out_dir / f"{safe_name(item['company'])}价格合理性评估.md"
    formal_path = out_dir / f"{safe_name(item['company'])}价格合理性评估_当前.md"
    formal_path.write_text("\n".join(line.rstrip() for line in formal.splitlines()) + "\n", encoding="utf-8")
    evidence = {
        "batch_id": BATCH_ID, "ticker": ticker, "company": item["company"], "as_of": AS_OF,