chore: 更新2026-09-11股票估值每日台账

Cai

2 days ago 22384865fbdb92c4ce603c137b1cac52ab6450ba

 ana-data/cases/股票估值/BATCH-STOCK-VALUATION-QINGFENGPU-TIMELINE-20260825-001/batch_manifest.json

@@ -7,6 +7,16 @@
  "missing_before": 404,
  "generated": 404,
  "failures": [],
  "quality_postcheck": {
    "status": "PARTIAL_CORRECTED_REVIEW_REQUIRED",
    "checked": 404,
    "cleared": 2,
    "pending_revaluation": 402,
    "p0": 278,
    "p1": 124,
    "reason": "批量抓取日曾被误作研报日期，且公司主模型曾直接按研究标签路由；多氟多已纠正，江苏银行独立银行模型已核验，其余旧数值仅保留作追溯。",
    "scan": "估值口径异常扫描.csv"
  },
  "results": [
    {
      "ticker": "000017.SZ",
@@ -3492,16 +3502,16 @@
      "normalized_profit": 599256631.72,
      "normalized_pe": 67.30314410031407,
      "pb": 4.645360544438464,
      "consensus_count": 2,
      "consensus_2026": 2327295672.395,
      "forward_pe": 17.32992327365729,
      "base_low": 45.747,
      "base_high": 103.8105,
      "optimistic_high": 206.92892999999998,
      "label": "偏低",
      "bubble_status": "未识别估值泡沫",
      "bubble_primary_cause": "当前价未超过基准合理区间上沿",
      "bubble_reason": "当前价未超过基准上沿；集成电路设计与芯片产品的经营风险仍可能令合理区间下修。",
      "consensus_count": 1,
      "consensus_2026": 1336000000.0,
      "forward_pe": 30.188514549191617,
      "base_low": 21.756797213433768,
      "base_high": 28.56104653500958,
      "optimistic_high": 43.681600582955825,
      "label": "偏贵",
      "bubble_status": "泡沫-中",
      "bubble_primary_cause": "新能源、储能或电动化成长预期",
      "bubble_reason": "当前价高于基准上沿18.62%；市场提前交易六氟磷酸锂景气修复、新能源电池放量和电子材料国产替代，电子信息材料收入占比仅3.77%。",
      "qa": {
        "error_count": 0,
        "info_count": 0,
@@ -3513,15 +3523,31 @@
            "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": "机构预测已早于最新经营信息。",
            "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": "机构预测已早于最新经营信息。",
            "recalc_scope": "机构预期与 Forward PE",
            "severity": "WARNING"
          }
        ],
        "status": "PASS_WITH_WARNINGS",
        "warning_count": 1
        "warning_count": 3
      },
      "share_status": "MATCH_REPORT",
      "formal_path": "ana-data/result/股票估值/20260825_industry_gap_002407_valuation/多氟多价格合理性评估_20260825.md",
      "snapshot_path": "ana-data/result/股票估值/20260825_industry_gap_002407_valuation/多氟多估值快照_20260825.json",
      "run_status": "REUSED"
      "run_status": "GENERATED_CORRECTED"
    },
    {
      "ticker": "002412.SZ",