From 1017a9e17210b00bcec7f7e80bdb9a935c770a79 Mon Sep 17 00:00:00 2001
From: 1 <wentingyear@gmail.com>
Date: Sat, 27 Jun 2026 21:17:07 +0800
Subject: [PATCH] Update nonferrous ana core reading docs
---
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md | 46
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md | 45
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md | 98
mbx.project.yaml | 68
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_市场分析.md | 40
ana-doc/有色案例/案例问题记录.md | 247 +
ai-laoshen/工作说明.md | 10
项目事项计划.md | 12
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_市场分析.md | 67
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md | 58
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md | 48
.mbx/messages.jsonl | 436 ++
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/北方稀土.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_总览.md | 63
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_总览.md | 38
ana-doc/有色案例/案例审计报告.md | 1884 +++++++++++
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md | 56
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_市场分析.md | 36
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md | 49
ana-doc/有色案例/核心文档人读质量二次复盘.md | 318 +
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业总览第一批自检摘要.md | 37
ana-doc/有色案例/案例执行日志.md | 932 +++++
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_详细介绍.md | 32
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md | 57
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_总览.md | 34
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md | 89
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_详细介绍.md | 32
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金钼股份.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中矿资源.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_详细介绍.md | 70
mbx.project.yaml.bak | 52
ana-doc/有色案例/有色研报解析方案.md | 95
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_市场分析.md | 34
ana-doc/有色案例/案例分析设计.md | 775 ++++
项目事项总纲.md | 12
项目执行日志.md | 12
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_总览.md | 48
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_能源金属公司页第一批自检摘要.md | 30
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md | 29
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_详细介绍.md | 32
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md | 46
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中金黄金.md | 35
ana-doc/有色案例/核心文档质量漏审复盘.md | 208 +
ana-doc/有色案例/目录导读.md | 3
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md | 96
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_市场分析.md | 26
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md | 81
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md | 28
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/阶段化样本返修_产业链总览自检摘要.md | 34
ana-doc/研报体系/研报分析架构.md | 48
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国稀土.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/洛阳钼业.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天齐锂业.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md | 35
ana-doc/案例审计报告.md | 375 ++
ana-doc/案例执行日志.md | 188 +
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md | 31
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md | 51
项目变更记录.md | 129
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md | 80
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md | 55
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_总览.md | 38
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/山东黄金.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md | 69
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_稀土公司页第一批自检摘要.md | 25
ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md | 271 +
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_总览.md | 71
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_详细介绍.md | 87
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md | 46
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md | 46
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_总览.md | 46
ana-doc/目录导读.md | 1
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md | 36
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赤峰黄金.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md | 148
ana-doc/案例审核规范.md | 22
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华友钴业.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md | 36
ana-doc/案例分析规范.md | 65
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md | 80
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/章源钨业.md | 60
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_市场分析.md | 36
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md | 109
ana-doc/有色案例/核心文档阶段化写作流程复盘.md | 206 +
ana-doc/研报体系/研报解析架构.md | 56
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md | 36
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_总览.md | 38
ai-laoyan/工作说明.md | 2
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金力永磁.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_遗留内部语言清理自检摘要.md | 30
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md | 39
ana-doc/有色案例/案例审核规范.md | 33
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/盛和资源.md | 35
/dev/null | 183 -
项目事项审计报告.md | 12
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赣锋锂业.md | 35
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_详细介绍.md | 34
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_详细介绍.md | 34
ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md | 82
100 files changed, 9,817 insertions(+), 285 deletions(-)
diff --git a/.mbx/messages.jsonl b/.mbx/messages.jsonl
index b007a1d..df73e86 100644
--- a/.mbx/messages.jsonl
+++ b/.mbx/messages.jsonl
@@ -432,3 +432,439 @@
{"schema_version":"1.0","event_id":"evt_20260626103016209_270fccd5","event_type":"managed_session.dispatch.completed","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T10:30:16+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626103015864_b94024e9","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","transport":"codex_app_server_remote_tui","thread_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","turn_id":"019f01c3-7b8f-7861-bcc6-c7943d165adf","app_server_url":"ws://127.0.0.1:4570"}}
{"schema_version":"1.0","event_id":"evt_20260626103029948_c3c91f94","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.reviewer","created_at":"2026-06-26T10:30:29+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626102803173_8248c2e9","result":{"managed_session_key":"project-info.laoshen","project_id":"project-info","role_instance_id":"case_analysis.reviewer","ai_id":"laoshen","provider_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","reason":"inbox_ack","active_message_id":"msg_20260626102803173_8248c2e9","dispatch_next":true}}
{"schema_version":"1.0","event_id":"evt_20260626103045852_dcf94631","event_type":"managed_session.active_message.released","scope":"project","project_id":"project-info","role_instance_id":"case_analysis.analyst","created_at":"2026-06-26T10:30:45+08:00","status":"completed","actor":{"type":"runtime","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"MB-X managed session runtime"},"message_id":"msg_20260626103015864_b94024e9","result":{"managed_session_key":"project-info.laoyan","project_id":"project-info","role_instance_id":"case_analysis.analyst","ai_id":"laoyan","provider_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","reason":"inbox_ack","active_message_id":"msg_20260626103015864_b94024e9","dispatch_next":true}}
+{"schema_version":"1.0","event_id":"evt_20260626201359610_202693ff","event_type":"message.created","message_id":"msg_20260626201359610_074ed8bb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626","correlation_id":"msg_20260626201359610_074ed8bb","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T20:13:59+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626\n- related_run: RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001\n- related_case_run: RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001\n\n送审类型：研报分析架构 / 核心文档结构对齐复审。\n\n送审背景：\n用户要求参考 `D:\\策略项目\\s-system-doc\\observer\\mirror\\有色行业报告` 中另一个 AI 按分析架构输出的有色行业报告结构。该目录中带日期、数字、批次号的文档视为临时过程文档；不带数字的索引、总览、子行业、公司、数据表和暗线文档视为用户期望的核心文档结构。\n\n本轮修改：\n1. `ana-doc/研报体系/研报分析架构.md`\n - 新增核心人读文档目录骨架。\n - 明确带日期、批次号、run ID 或数字编号的读取报告只能作为过程文档。\n - 明确用户阅读顺序：行业报告索引 -> 产业链总览 / 市场总览 -> 子行业总览 -> 子行业详细介绍 -> 公司横向同步总表和单公司页 -> 数据表、暗线、公开信息补充清单、待补资料清单。\n - 明确各类核心文档的最低结构。\n2. `ana-doc/研报体系/研报解析架构.md`\n - 新增“核心文档文件形态”。\n - 将三类核心文档落到稳定中文文件名和目录结构。\n - 明确公司页只能写投资读法 / 观察状态、触发条件和失效条件，不得写交易指令、目标价或收益承诺。\n3. `ana-doc/有色案例/有色研报解析方案.md`\n - 新增“有色核心文档目录结构”。\n - 明确后续有色用户阅读主入口应迁移为 `有色行业报告索引.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`、`子行业/`、`公司/`、`数据表/`、`暗线/` 等中文核心文档。\n - 明确当前 `有色研报研究综合草稿.md` 只是过渡型 DRAFT 草稿。\n4. `ana-doc/案例执行日志.md`\n - 新增 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001`。\n5. `ana-doc/有色案例/案例执行日志.md`\n - 新增 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001`。\n6. `项目变更记录.md`\n - 新增 `2026-06-26T20:11:00+08:00 对齐 ana 研报核心文档输出结构`。\n\n治理校验：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n边界声明：\n1. 本轮是输出架构对齐，不重启 PASS-017，不新增同类补证 PASS。\n2. 本轮不补新资料，不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标或交易建议。\n3. 本轮只要求审核核心文档结构口径、中文文件名口径、用户阅读入口结构和有色方案承接是否闭环。\n\n请求审核：\n请审核本轮研报核心文档结构对齐是否可作为后续 project-info ana 研报分析和有色案例输出口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260626202243803_b4532528","event_type":"message.routed","message_id":"msg_20260626202243782_447d0e33","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626","correlation_id":"msg_20260626202243782_447d0e33","causation_id":"evt_20260626202243782_99e93ff2","parent_message_id":null,"status":"routed","created_at":"2026-06-26T20:22:43+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626\n- correlation_id: msg_20260626201845828_e9635105\n- related_run: RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001\n- related_case_run: RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n送审类型：核心文档结构对齐复审修复。\n\n修复背景：\n审核员对 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001` 返回“需补充”，指出两处口径冲突：\n1. `ana-doc/研报体系/研报解析架构.md` 仍保留“现在能不能买”措辞。\n2. `ana-doc/有色案例/有色研报解析方案.md` 仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”。\n\n用户同步补充：\n子行业还需要增加市场视角文件，即 `子行业/<子行业>_市场分析.md`。\n\n本轮修复：\n1. `ana-doc/研报体系/研报解析架构.md`\n - 将“现在能不能买”修正为“当前处于观察、等待、回避、补证还是不可判断状态，什么条件触发状态变化，什么情况需要降级”。\n - 增加 `子行业/<子行业>_市场分析.md`，并明确其承接价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界。\n2. `ana-doc/研报体系/研报分析架构.md`\n - 将核心文档目录、阅读顺序、生产顺序和最低结构同步补入 `子行业/<子行业>_市场分析.md`。\n3. `ana-doc/有色案例/有色研报解析方案.md`\n - 将对齐表中的“顶层只允许行业视图、市场视图、公司视图三类核心文档”修正为“行业视图、市场视图、公司视图是分析视角；稳定中文文件名和目录是承载形态”。\n - 将正式输出说明修正为“三类视图是分析视角，不是只能输出三个文件；稳定中文文件名和目录结构是这些视角的承载形态”。\n - 在有色核心文档清单中为铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属补充 `*_市场分析.md`。\n4. `ana-doc/案例执行日志.md`\n - 新增 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001`。\n5. `ana-doc/有色案例/案例执行日志.md`\n - 新增 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001`。\n6. `项目变更记录.md`\n - 新增 `2026-06-26T20:18:00+08:00 修复 ana 核心文档结构复审问题`。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已检索确认 `现在能不能买` 和 `顶层只允许` 不再命中。\n3. 已检索确认 `子行业/<子行业>_市场分析.md` 和有色 `*_市场分析.md` 已写入相关方案。\n\n边界：\n1. 本轮只修复文档口径和子行业市场分析文件结构，不补新资料。\n2. 本轮不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标、交易指令或收益承诺。\n\n请求复审：\n请复审本轮修复是否解除 `AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001` 的两处阻断口径，并确认子行业市场分析文件纳入核心文档结构是否可作为后续 ana 研报输出口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260626202243823_5d7d054a","event_type":"message.delivered","message_id":"msg_20260626202243782_447d0e33","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626","correlation_id":"msg_20260626202243782_447d0e33","causation_id":"evt_20260626202243803_b4532528","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T20:22:43+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626\n- correlation_id: msg_20260626201845828_e9635105\n- related_run: RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001\n- related_case_run: RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001\n- related_audit: AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001\n\n送审类型：核心文档结构对齐复审修复。\n\n修复背景：\n审核员对 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001` 返回“需补充”，指出两处口径冲突：\n1. `ana-doc/研报体系/研报解析架构.md` 仍保留“现在能不能买”措辞。\n2. `ana-doc/有色案例/有色研报解析方案.md` 仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”。\n\n用户同步补充：\n子行业还需要增加市场视角文件，即 `子行业/<子行业>_市场分析.md`。\n\n本轮修复：\n1. `ana-doc/研报体系/研报解析架构.md`\n - 将“现在能不能买”修正为“当前处于观察、等待、回避、补证还是不可判断状态，什么条件触发状态变化，什么情况需要降级”。\n - 增加 `子行业/<子行业>_市场分析.md`，并明确其承接价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界。\n2. `ana-doc/研报体系/研报分析架构.md`\n - 将核心文档目录、阅读顺序、生产顺序和最低结构同步补入 `子行业/<子行业>_市场分析.md`。\n3. `ana-doc/有色案例/有色研报解析方案.md`\n - 将对齐表中的“顶层只允许行业视图、市场视图、公司视图三类核心文档”修正为“行业视图、市场视图、公司视图是分析视角；稳定中文文件名和目录是承载形态”。\n - 将正式输出说明修正为“三类视图是分析视角，不是只能输出三个文件；稳定中文文件名和目录结构是这些视角的承载形态”。\n - 在有色核心文档清单中为铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属补充 `*_市场分析.md`。\n4. `ana-doc/案例执行日志.md`\n - 新增 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001`。\n5. `ana-doc/有色案例/案例执行日志.md`\n - 新增 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001`。\n6. `项目变更记录.md`\n - 新增 `2026-06-26T20:18:00+08:00 修复 ana 核心文档结构复审问题`。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 已检索确认 `现在能不能买` 和 `顶层只允许` 不再命中。\n3. 已检索确认 `子行业/<子行业>_市场分析.md` 和有色 `*_市场分析.md` 已写入相关方案。\n\n边界：\n1. 本轮只修复文档口径和子行业市场分析文件结构，不补新资料。\n2. 本轮不重启 PASS-017，不新增同类补证 PASS。\n3. 本轮不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标、交易指令或收益承诺。\n\n请求复审：\n请复审本轮修复是否解除 `AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001` 的两处阻断口径，并确认子行业市场分析文件纳入核心文档结构是否可作为后续 ana 研报输出口径使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260626233935380_b837ac56","event_type":"message.created","message_id":"msg_20260626233935380_8ac12bc6","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626","correlation_id":"msg_20260626233935380_8ac12bc6","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-26T23:39:35+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- correlation_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- related_case: ANA-YS-INDUSTRY-001\n- related_run: RUN-ANA-YS-CORE-READING-DOCS-001\n\n送审事项：有色用户核心阅读文档生成输出审核。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户确认有色核心阅读结构后，要求“好那接下来 你按方案来输出 我要的核心文档？”\n- 用户原始要求摘要：按已审核的有色本地方案，输出用户真正阅读的中文核心文档，不再停留在综合草稿或旧三类草稿。\n- 本次变更对应关系：根据 `ana-doc/有色案例/有色研报解析方案.md` 的用户核心阅读结构，生成两个总览、子行业三件套和单公司页，并更新结果入口。\n\n执行依据：\n1. 有色方案：`ana-doc/有色案例/有色研报解析方案.md`，章节 `6.0 有色核心文档目录结构`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-DOCS-001`\n\n输出入口：\n1. 核心阅读入口：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`\n2. 产业链总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n3. 市场情况总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n4. 子行业目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/`\n5. 公司目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/`\n6. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n产出统计：\n1. 核心阅读目录 Markdown 文件合计 57 个。\n2. 入口和总览文件 3 个：`核心阅读入口.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`。\n3. 子行业文档 27 个：铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属，均包含 `总览`、`详细介绍`、`市场分析`。\n4. 公司页 27 个：紫金矿业、江西铜业、铜陵有色、洛阳钼业、中国铝业、云铝股份、神火股份、天山铝业、北方稀土、中国稀土、盛和资源、金力永磁、锡业股份、华锡有色、湖南黄金、华钰矿业、厦门钨业、中钨高新、章源钨业、金钼股份、赣锋锂业、天齐锂业、中矿资源、华友钴业、山东黄金、赤峰黄金、中金黄金。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n2. 子行业目录抽查：总览 9 个、详细介绍 9 个、市场分析 9 个。\n3. 风险词抽查：买入、卖出、目标价、收益承诺、交易指令、正式行业结论、正式公司结论等命中均为限制或否定语境。\n4. `result_index.md` 已将核心阅读入口、两个总览、子行业目录和公司目录置于核心文档优先位置，旧综合草稿和三类草稿降为过渡草稿和证据入口。\n\n边界声明：\n1. 本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。\n2. 本轮只把既有 DRAFT 研究材料迁移成用户核心阅读结构。\n3. 所有核心文档继续保持 `DRAFT_FOR_REVIEW`。\n4. 不输出正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。\n5. 本轮不修改 `ana-doc/研报体系/研报解析架构.md`。\n\n请求审核：\n请审核上述核心阅读文档是否可作为有色 `ANA-YS-INDUSTRY-001` 的 DRAFT 用户核心阅读入口继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260626233935405_bd152618","event_type":"message.routed","message_id":"msg_20260626233935380_8ac12bc6","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626","correlation_id":"msg_20260626233935380_8ac12bc6","causation_id":"evt_20260626233935380_b837ac56","parent_message_id":null,"status":"routed","created_at":"2026-06-26T23:39:35+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- correlation_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- related_case: ANA-YS-INDUSTRY-001\n- related_run: RUN-ANA-YS-CORE-READING-DOCS-001\n\n送审事项：有色用户核心阅读文档生成输出审核。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户确认有色核心阅读结构后，要求“好那接下来 你按方案来输出 我要的核心文档？”\n- 用户原始要求摘要：按已审核的有色本地方案，输出用户真正阅读的中文核心文档，不再停留在综合草稿或旧三类草稿。\n- 本次变更对应关系：根据 `ana-doc/有色案例/有色研报解析方案.md` 的用户核心阅读结构，生成两个总览、子行业三件套和单公司页，并更新结果入口。\n\n执行依据：\n1. 有色方案：`ana-doc/有色案例/有色研报解析方案.md`，章节 `6.0 有色核心文档目录结构`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-DOCS-001`\n\n输出入口：\n1. 核心阅读入口：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`\n2. 产业链总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n3. 市场情况总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n4. 子行业目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/`\n5. 公司目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/`\n6. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n产出统计：\n1. 核心阅读目录 Markdown 文件合计 57 个。\n2. 入口和总览文件 3 个：`核心阅读入口.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`。\n3. 子行业文档 27 个：铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属，均包含 `总览`、`详细介绍`、`市场分析`。\n4. 公司页 27 个：紫金矿业、江西铜业、铜陵有色、洛阳钼业、中国铝业、云铝股份、神火股份、天山铝业、北方稀土、中国稀土、盛和资源、金力永磁、锡业股份、华锡有色、湖南黄金、华钰矿业、厦门钨业、中钨高新、章源钨业、金钼股份、赣锋锂业、天齐锂业、中矿资源、华友钴业、山东黄金、赤峰黄金、中金黄金。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n2. 子行业目录抽查：总览 9 个、详细介绍 9 个、市场分析 9 个。\n3. 风险词抽查：买入、卖出、目标价、收益承诺、交易指令、正式行业结论、正式公司结论等命中均为限制或否定语境。\n4. `result_index.md` 已将核心阅读入口、两个总览、子行业目录和公司目录置于核心文档优先位置，旧综合草稿和三类草稿降为过渡草稿和证据入口。\n\n边界声明：\n1. 本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。\n2. 本轮只把既有 DRAFT 研究材料迁移成用户核心阅读结构。\n3. 所有核心文档继续保持 `DRAFT_FOR_REVIEW`。\n4. 不输出正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。\n5. 本轮不修改 `ana-doc/研报体系/研报解析架构.md`。\n\n请求审核：\n请审核上述核心阅读文档是否可作为有色 `ANA-YS-INDUSTRY-001` 的 DRAFT 用户核心阅读入口继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260626233935427_84803d8d","event_type":"message.delivered","message_id":"msg_20260626233935380_8ac12bc6","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626","correlation_id":"msg_20260626233935380_8ac12bc6","causation_id":"evt_20260626233935405_bd152618","parent_message_id":null,"status":"delivered","created_at":"2026-06-26T23:39:35+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- correlation_id: TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626\n- related_case: ANA-YS-INDUSTRY-001\n- related_run: RUN-ANA-YS-CORE-READING-DOCS-001\n\n送审事项：有色用户核心阅读文档生成输出审核。\n\n来源聊天记录：\n- 来源入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c\n- 覆盖消息范围：用户确认有色核心阅读结构后，要求“好那接下来 你按方案来输出 我要的核心文档？”\n- 用户原始要求摘要：按已审核的有色本地方案，输出用户真正阅读的中文核心文档，不再停留在综合草稿或旧三类草稿。\n- 本次变更对应关系：根据 `ana-doc/有色案例/有色研报解析方案.md` 的用户核心阅读结构，生成两个总览、子行业三件套和单公司页，并更新结果入口。\n\n执行依据：\n1. 有色方案：`ana-doc/有色案例/有色研报解析方案.md`，章节 `6.0 有色核心文档目录结构`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-DOCS-001`\n\n输出入口：\n1. 核心阅读入口：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`\n2. 产业链总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n3. 市场情况总览：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n4. 子行业目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/`\n5. 公司目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/`\n6. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n产出统计：\n1. 核心阅读目录 Markdown 文件合计 57 个。\n2. 入口和总览文件 3 个：`核心阅读入口.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`。\n3. 子行业文档 27 个：铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属，均包含 `总览`、`详细介绍`、`市场分析`。\n4. 公司页 27 个：紫金矿业、江西铜业、铜陵有色、洛阳钼业、中国铝业、云铝股份、神火股份、天山铝业、北方稀土、中国稀土、盛和资源、金力永磁、锡业股份、华锡有色、湖南黄金、华钰矿业、厦门钨业、中钨高新、章源钨业、金钼股份、赣锋锂业、天齐锂业、中矿资源、华友钴业、山东黄金、赤峰黄金、中金黄金。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 `OK validate`，warnings=0。\n2. 子行业目录抽查：总览 9 个、详细介绍 9 个、市场分析 9 个。\n3. 风险词抽查：买入、卖出、目标价、收益承诺、交易指令、正式行业结论、正式公司结论等命中均为限制或否定语境。\n4. `result_index.md` 已将核心阅读入口、两个总览、子行业目录和公司目录置于核心文档优先位置，旧综合草稿和三类草稿降为过渡草稿和证据入口。\n\n边界声明：\n1. 本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。\n2. 本轮只把既有 DRAFT 研究材料迁移成用户核心阅读结构。\n3. 所有核心文档继续保持 `DRAFT_FOR_REVIEW`。\n4. 不输出正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。\n5. 本轮不修改 `ana-doc/研报体系/研报解析架构.md`。\n\n请求审核：\n请审核上述核心阅读文档是否可作为有色 `ANA-YS-INDUSTRY-001` 的 DRAFT 用户核心阅读入口继续使用。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: mbx-case-analysis\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instan"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627014132011_3e81a009","event_type":"message.created","message_id":"msg_20260627014132011_5d82ce99","message_type":"followup_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627","correlation_id":"msg_20260627014132011_5d82ce99","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T01:41:32+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627\n- correlation_id: msg_20260627013735164_a642cb97\n- related_case: ANA-YS-INDUSTRY-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n处理回执：\n已收到审核员 fp 联合复盘结论：有条件通过，复盘方案通过但问题未闭环。\n\n已落实事项：\n1. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 已将状态改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并增加“重要降级说明”。\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md` 已将状态改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并增加“当前降级状态”。\n3. `ana-doc/有色案例/案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001`。\n4. `ana-doc/有色案例/案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001`。\n5. `ana-doc/有色案例/核心文档质量漏审复盘.md` 已回写本次联合复盘审核回执。\n6. `ana-doc/有色案例/案例问题记录.md` 当前状态已为“复盘方案有条件通过，待样本返修”。\n7. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n后续执行：\n按审核意见进入 4 个样本文档返修：\n1. `有色的产业链总览.md`\n2. `子行业/铜_详细介绍.md`\n3. `子行业/铜_市场分析.md`\n4. `公司/紫金矿业.md`\n\n边界确认：\n1. 不重新读取全部 359 份原始资料。\n2. 不立即全量重写 57 个文档。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 样本返修和质量门复审前，不关闭 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627015202494_56d29b77","event_type":"message.created","message_id":"msg_20260627015202494_667bead1","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627015202494_667bead1","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T01:52:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627014917112_5207603b\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审 4 个样本文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `有色的产业链总览.md`：通过。已补事实句覆盖、53 条价格库存线索、41 张页图、巨龙铜矿和公司分层读法，能解释资源端为何成为第一主线。\n2. `铜_详细介绍.md`：通过。已补 LME/SMM/SHFE 铜价格库存入口、铜事实句、湿法铜、非洲冶炼、TC/RC、巨龙铜矿和公司分层。\n3. `铜_市场分析.md`：通过。已补市场数据卡、供给/冶炼/库存/需求四层拆解、品种横向对比和公司弹性排序口径。\n4. `紫金矿业.md`：通过。已补 mention_count、公司官方源入口、巨龙铜矿、Manono 项目、铜金锂业务拆解、横向对比和非交易建议边界。\n\n总体判断：\n4 个样本文档已从“结构占位稿”提升为“有人读价值的 DRAFT 样本”。它们能够展示如何把数据、案例、前因后果、横向对比和公司含义写入核心阅读文档，同时保留 DRAFT、DATA_PARTIAL、DATA_GAP_REVIEW 和正式输出边界。\n\n非阻断提醒：\n1. 样本通过不等于正式行业结论、正式公司结论或正式指标通过。\n2. 样本中引用的 LME、SMM、SHFE、TC/RC、巨龙铜矿和 Manono 等数据仍需在正式输出前完成原始表格行、报告日期、单位口径、官方源和数值一致性核验。\n3. 其余 53 个核心阅读文档仍不得自动升级为合格稿；必须按本样本标准分批迁移或继续保持降级状态。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许以这 4 个样本文档作为后续分批迁移其余核心阅读文档的质量样本标准。下一阶段可按本样本标准分批迁移其余核心阅读文档，并逐批提交复审或在结果入口明确仍处于 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 的剩余范围。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“样本返修通过，待分批迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627015202521_91978327","event_type":"message.routed","message_id":"msg_20260627015202494_667bead1","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627015202494_667bead1","causation_id":"evt_20260627015202494_56d29b77","parent_message_id":null,"status":"routed","created_at":"2026-06-27T01:52:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627014917112_5207603b\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审 4 个样本文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `有色的产业链总览.md`：通过。已补事实句覆盖、53 条价格库存线索、41 张页图、巨龙铜矿和公司分层读法，能解释资源端为何成为第一主线。\n2. `铜_详细介绍.md`：通过。已补 LME/SMM/SHFE 铜价格库存入口、铜事实句、湿法铜、非洲冶炼、TC/RC、巨龙铜矿和公司分层。\n3. `铜_市场分析.md`：通过。已补市场数据卡、供给/冶炼/库存/需求四层拆解、品种横向对比和公司弹性排序口径。\n4. `紫金矿业.md`：通过。已补 mention_count、公司官方源入口、巨龙铜矿、Manono 项目、铜金锂业务拆解、横向对比和非交易建议边界。\n\n总体判断：\n4 个样本文档已从“结构占位稿”提升为“有人读价值的 DRAFT 样本”。它们能够展示如何把数据、案例、前因后果、横向对比和公司含义写入核心阅读文档，同时保留 DRAFT、DATA_PARTIAL、DATA_GAP_REVIEW 和正式输出边界。\n\n非阻断提醒：\n1. 样本通过不等于正式行业结论、正式公司结论或正式指标通过。\n2. 样本中引用的 LME、SMM、SHFE、TC/RC、巨龙铜矿和 Manono 等数据仍需在正式输出前完成原始表格行、报告日期、单位口径、官方源和数值一致性核验。\n3. 其余 53 个核心阅读文档仍不得自动升级为合格稿；必须按本样本标准分批迁移或继续保持降级状态。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许以这 4 个样本文档作为后续分批迁移其余核心阅读文档的质量样本标准。下一阶段可按本样本标准分批迁移其余核心阅读文档，并逐批提交复审或在结果入口明确仍处于 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 的剩余范围。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“样本返修通过，待分批迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627015202547_b139d00e","event_type":"message.delivered","message_id":"msg_20260627015202494_667bead1","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627015202494_667bead1","causation_id":"evt_20260627015202521_91978327","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T01:52:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627014917112_5207603b\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审 4 个样本文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `有色的产业链总览.md`：通过。已补事实句覆盖、53 条价格库存线索、41 张页图、巨龙铜矿和公司分层读法，能解释资源端为何成为第一主线。\n2. `铜_详细介绍.md`：通过。已补 LME/SMM/SHFE 铜价格库存入口、铜事实句、湿法铜、非洲冶炼、TC/RC、巨龙铜矿和公司分层。\n3. `铜_市场分析.md`：通过。已补市场数据卡、供给/冶炼/库存/需求四层拆解、品种横向对比和公司弹性排序口径。\n4. `紫金矿业.md`：通过。已补 mention_count、公司官方源入口、巨龙铜矿、Manono 项目、铜金锂业务拆解、横向对比和非交易建议边界。\n\n总体判断：\n4 个样本文档已从“结构占位稿”提升为“有人读价值的 DRAFT 样本”。它们能够展示如何把数据、案例、前因后果、横向对比和公司含义写入核心阅读文档，同时保留 DRAFT、DATA_PARTIAL、DATA_GAP_REVIEW 和正式输出边界。\n\n非阻断提醒：\n1. 样本通过不等于正式行业结论、正式公司结论或正式指标通过。\n2. 样本中引用的 LME、SMM、SHFE、TC/RC、巨龙铜矿和 Manono 等数据仍需在正式输出前完成原始表格行、报告日期、单位口径、官方源和数值一致性核验。\n3. 其余 53 个核心阅读文档仍不得自动升级为合格稿；必须按本样本标准分批迁移或继续保持降级状态。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许以这 4 个样本文档作为后续分批迁移其余核心阅读文档的质量样本标准。下一阶段可按本样本标准分批迁移其余核心阅读文档，并逐批提交复审或在结果入口明确仍处于 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 的剩余范围。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“样本返修通过，待分批迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627020402267_ca39a4c9","event_type":"message.created","message_id":"msg_20260627020402267_4c2a8eb4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020402267_4c2a8eb4","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:04:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“铝链条 5 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 本轮在样本通过后，迁移第二批：铝链条 5 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n6. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 铝相关规则抽取事实句约 707 条。\n2. LME Aluminum Cash Settlement 3150.00 美元/吨、LME 3-month Aluminum 3160.50 美元/吨、LME 铝库存 310225 吨、SMM A00 铝锭入口、SHFE 铝库存 527345 吨。\n3. 原研报价格库存线索：社会库存 140.1 万吨、铝棒库存 19 万吨、铝棒库存环比下降 2.05 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨、24240 元/吨、21360 元/吨、2.43-2.45 万元/吨等候选线索。\n4. 供给事件线索：几内亚铝土矿出口管控、中东电解铝产能不确定性、LME 中俄铝库存流通受限。\n5. 公司证据入口：中国铝业 mention_count 约 54，云铝股份 mention_count 约 51；公司官方源仍需正式核验。\n\n请审核的重点：\n1. 5 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核铝链条 5 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 5 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 5 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627020402293_3fe662ad","event_type":"message.routed","message_id":"msg_20260627020402267_4c2a8eb4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020402267_4c2a8eb4","causation_id":"evt_20260627020402267_ca39a4c9","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:04:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“铝链条 5 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 本轮在样本通过后，迁移第二批：铝链条 5 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n6. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 铝相关规则抽取事实句约 707 条。\n2. LME Aluminum Cash Settlement 3150.00 美元/吨、LME 3-month Aluminum 3160.50 美元/吨、LME 铝库存 310225 吨、SMM A00 铝锭入口、SHFE 铝库存 527345 吨。\n3. 原研报价格库存线索：社会库存 140.1 万吨、铝棒库存 19 万吨、铝棒库存环比下降 2.05 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨、24240 元/吨、21360 元/吨、2.43-2.45 万元/吨等候选线索。\n4. 供给事件线索：几内亚铝土矿出口管控、中东电解铝产能不确定性、LME 中俄铝库存流通受限。\n5. 公司证据入口：中国铝业 mention_count 约 54，云铝股份 mention_count 约 51；公司官方源仍需正式核验。\n\n请审核的重点：\n1. 5 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核铝链条 5 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 5 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 5 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627020402320_bb315c1d","event_type":"message.delivered","message_id":"msg_20260627020402267_4c2a8eb4","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020402267_4c2a8eb4","causation_id":"evt_20260627020402293_3fe662ad","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:04:02+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“铝链条 5 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 本轮在样本通过后，迁移第二批：铝链条 5 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`\n6. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 铝相关规则抽取事实句约 707 条。\n2. LME Aluminum Cash Settlement 3150.00 美元/吨、LME 3-month Aluminum 3160.50 美元/吨、LME 铝库存 310225 吨、SMM A00 铝锭入口、SHFE 铝库存 527345 吨。\n3. 原研报价格库存线索：社会库存 140.1 万吨、铝棒库存 19 万吨、铝棒库存环比下降 2.05 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨、24240 元/吨、21360 元/吨、2.43-2.45 万元/吨等候选线索。\n4. 供给事件线索：几内亚铝土矿出口管控、中东电解铝产能不确定性、LME 中俄铝库存流通受限。\n5. 公司证据入口：中国铝业 mention_count 约 54，云铝股份 mention_count 约 51；公司官方源仍需正式核验。\n\n请审核的重点：\n1. 5 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核铝链条 5 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 5 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 5 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627020645638_fe000b48","event_type":"message.created","message_id":"msg_20260627020645638_8c205421","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020645638_8c205421","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:06:45+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627020402267_4c2a8eb4\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审铝链条 5 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `铝_总览.md`：通过。已补入 LME/SMM/SHFE、社会库存、铝棒库存、原研报价格库存线索、几内亚铝土矿、中东电解铝、俄铝库存和公司分层读法。\n2. `铝_详细介绍.md`：通过。已补入铝事实句、价格库存数据、铝土矿、氧化铝、电解铝、加工和终端需求的利润传导，以及公司映射。\n3. `铝_市场分析.md`：通过。已补入市场数据卡、供给/需求/成本利润拆解、历史位置边界、横向比较和公司弹性排序口径。\n4. `中国铝业.md`：通过。已说明一体化铝链公司含义、铝土矿/氧化铝/电解铝传导、横向对比、触发/失效条件和非交易建议边界。\n5. `云铝股份.md`：通过。已说明低成本电解铝/绿电属性、铝价库存和成本传导、横向对比、触发/失效条件和非交易建议边界。\n\n总体判断：\n铝链条 5 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把铝价、库存、供给扰动、成本曲线、公司类型和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式铝行业结论、正式公司结论或正式指标通过。\n2. 文中 LME、SMM、SHFE、社会库存、铝棒库存、氧化铝、电力成本、中国铝业和云铝股份公司数据，正式输出前仍需补报告日期、原始表格行、单位/币种、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许铝链条 5 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“铝链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627020645665_a51fd27c","event_type":"message.routed","message_id":"msg_20260627020645638_8c205421","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020645638_8c205421","causation_id":"evt_20260627020645638_fe000b48","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:06:45+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627020402267_4c2a8eb4\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审铝链条 5 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `铝_总览.md`：通过。已补入 LME/SMM/SHFE、社会库存、铝棒库存、原研报价格库存线索、几内亚铝土矿、中东电解铝、俄铝库存和公司分层读法。\n2. `铝_详细介绍.md`：通过。已补入铝事实句、价格库存数据、铝土矿、氧化铝、电解铝、加工和终端需求的利润传导，以及公司映射。\n3. `铝_市场分析.md`：通过。已补入市场数据卡、供给/需求/成本利润拆解、历史位置边界、横向比较和公司弹性排序口径。\n4. `中国铝业.md`：通过。已说明一体化铝链公司含义、铝土矿/氧化铝/电解铝传导、横向对比、触发/失效条件和非交易建议边界。\n5. `云铝股份.md`：通过。已说明低成本电解铝/绿电属性、铝价库存和成本传导、横向对比、触发/失效条件和非交易建议边界。\n\n总体判断：\n铝链条 5 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把铝价、库存、供给扰动、成本曲线、公司类型和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式铝行业结论、正式公司结论或正式指标通过。\n2. 文中 LME、SMM、SHFE、社会库存、铝棒库存、氧化铝、电力成本、中国铝业和云铝股份公司数据，正式输出前仍需补报告日期、原始表格行、单位/币种、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许铝链条 5 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“铝链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627020645691_2b59297f","event_type":"message.delivered","message_id":"msg_20260627020645638_8c205421","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627020645638_8c205421","causation_id":"evt_20260627020645665_a51fd27c","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:06:45+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627020402267_4c2a8eb4\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审铝链条 5 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `铝_总览.md`：通过。已补入 LME/SMM/SHFE、社会库存、铝棒库存、原研报价格库存线索、几内亚铝土矿、中东电解铝、俄铝库存和公司分层读法。\n2. `铝_详细介绍.md`：通过。已补入铝事实句、价格库存数据、铝土矿、氧化铝、电解铝、加工和终端需求的利润传导，以及公司映射。\n3. `铝_市场分析.md`：通过。已补入市场数据卡、供给/需求/成本利润拆解、历史位置边界、横向比较和公司弹性排序口径。\n4. `中国铝业.md`：通过。已说明一体化铝链公司含义、铝土矿/氧化铝/电解铝传导、横向对比、触发/失效条件和非交易建议边界。\n5. `云铝股份.md`：通过。已说明低成本电解铝/绿电属性、铝价库存和成本传导、横向对比、触发/失效条件和非交易建议边界。\n\n总体判断：\n铝链条 5 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把铝价、库存、供给扰动、成本曲线、公司类型和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式铝行业结论、正式公司结论或正式指标通过。\n2. 文中 LME、SMM、SHFE、社会库存、铝棒库存、氧化铝、电力成本、中国铝业和云铝股份公司数据，正式输出前仍需补报告日期、原始表格行、单位/币种、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许铝链条 5 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“铝链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627021142148_e1ca287b","event_type":"message.created","message_id":"msg_20260627021142148_3b1c7db3","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021142148_3b1c7db3","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:11:42+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“钨链条 7 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 铝链条 5 个文档已通过 `AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`。\n5. 本轮继续迁移钨链条 7 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/章源钨业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`\n8. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 钨相关规则抽取事实句约 325 条。\n2. 价格线索：钨精矿 52.78 万元/吨、环比上涨 23.66%；钨精矿 101.96 万元/吨、环比上涨 12.33%；65%黑钨精矿 50 万元/标吨；APT 77 万元/吨；碳化钨粉 1150 元/公斤。\n3. 供给线索：钨矿开采总量控制、战略资源属性、出口限制和供给端收紧。\n4. 需求线索：电子、国防、高端制造、PCB 钻针、数控刀具、硬质合金和下游补库。\n5. 公司线索：中钨高新金洲精工、五矿钨产业平台；厦门钨业钨/稀土/材料复合线索；章源钨业资源和钨制品线索；湖南黄金黄金/锑/钨多线索及新装置线索。\n\n请审核的重点：\n1. 7 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核钨链条 7 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 7 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 7 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627021142176_49c0b129","event_type":"message.routed","message_id":"msg_20260627021142148_3b1c7db3","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021142148_3b1c7db3","causation_id":"evt_20260627021142148_e1ca287b","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:11:42+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“钨链条 7 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 铝链条 5 个文档已通过 `AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`。\n5. 本轮继续迁移钨链条 7 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/章源钨业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`\n8. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 钨相关规则抽取事实句约 325 条。\n2. 价格线索：钨精矿 52.78 万元/吨、环比上涨 23.66%；钨精矿 101.96 万元/吨、环比上涨 12.33%；65%黑钨精矿 50 万元/标吨；APT 77 万元/吨；碳化钨粉 1150 元/公斤。\n3. 供给线索：钨矿开采总量控制、战略资源属性、出口限制和供给端收紧。\n4. 需求线索：电子、国防、高端制造、PCB 钻针、数控刀具、硬质合金和下游补库。\n5. 公司线索：中钨高新金洲精工、五矿钨产业平台；厦门钨业钨/稀土/材料复合线索；章源钨业资源和钨制品线索；湖南黄金黄金/锑/钨多线索及新装置线索。\n\n请审核的重点：\n1. 7 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核钨链条 7 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 7 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 7 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627021142203_8d09db5f","event_type":"message.delivered","message_id":"msg_20260627021142148_3b1c7db3","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021142148_3b1c7db3","causation_id":"evt_20260627021142176_49c0b129","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:11:42+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“钨链条 7 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档已通过 `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`。\n4. 铝链条 5 个文档已通过 `AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`。\n5. 本轮继续迁移钨链条 7 个文档。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/章源钨业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`\n8. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 钨相关规则抽取事实句约 325 条。\n2. 价格线索：钨精矿 52.78 万元/吨、环比上涨 23.66%；钨精矿 101.96 万元/吨、环比上涨 12.33%；65%黑钨精矿 50 万元/标吨；APT 77 万元/吨；碳化钨粉 1150 元/公斤。\n3. 供给线索：钨矿开采总量控制、战略资源属性、出口限制和供给端收紧。\n4. 需求线索：电子、国防、高端制造、PCB 钻针、数控刀具、硬质合金和下游补库。\n5. 公司线索：中钨高新金洲精工、五矿钨产业平台；厦门钨业钨/稀土/材料复合线索；章源钨业资源和钨制品线索；湖南黄金黄金/锑/钨多线索及新装置线索。\n\n请审核的重点：\n1. 7 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核钨链条 7 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 7 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 7 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627021441913_9a2a6d40","event_type":"message.created","message_id":"msg_20260627021441913_68b71974","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021441913_68b71974","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:14:41+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627021142148_3b1c7db3\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审钨链条 7 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `钨_总览.md`：通过。已补钨事实句、钨精矿、APT、碳化钨粉、供给约束、高端制造需求、公司分层和横向品种对比。\n2. `钨_详细介绍.md`：通过。已补价格链条、供给案例、需求案例、中钨高新/金洲精工线索、利润流和公司含义。\n3. `钨_市场分析.md`：通过。已补市场数据卡、供需利润传导、市场显影、横向对比、公司弹性排序口径和风险边界。\n4. `中钨高新.md`：通过。已说明硬质合金、刀具、PCB 钻针、金洲精工和五矿钨产业平台的公司含义。\n5. `厦门钨业.md`：通过。已说明钨、稀土、材料复合型公司需要拆业务线核验，不把相关标的线索写成推荐。\n6. `章源钨业.md`：通过。已说明资源端和钨制品暴露、原料涨价与产品传导的差异。\n7. `湖南黄金.md`：通过。已说明黄金、锑、钨多线索必须分账，官方源和新装置线索仍需核验。\n\n总体判断：\n钨链条 7 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把钨价格链条、供给约束、下游需求、资源/材料/刀具分层、公司比较和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式钨行业结论、正式公司结论或正式指标通过。\n2. 文中钨精矿、APT、碳化钨粉、下游补库、中钨高新、厦门钨业、章源钨业、湖南黄金等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许钨链条 7 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“钨链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627021441941_db4d01c8","event_type":"message.routed","message_id":"msg_20260627021441913_68b71974","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021441913_68b71974","causation_id":"evt_20260627021441913_9a2a6d40","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:14:41+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627021142148_3b1c7db3\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审钨链条 7 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `钨_总览.md`：通过。已补钨事实句、钨精矿、APT、碳化钨粉、供给约束、高端制造需求、公司分层和横向品种对比。\n2. `钨_详细介绍.md`：通过。已补价格链条、供给案例、需求案例、中钨高新/金洲精工线索、利润流和公司含义。\n3. `钨_市场分析.md`：通过。已补市场数据卡、供需利润传导、市场显影、横向对比、公司弹性排序口径和风险边界。\n4. `中钨高新.md`：通过。已说明硬质合金、刀具、PCB 钻针、金洲精工和五矿钨产业平台的公司含义。\n5. `厦门钨业.md`：通过。已说明钨、稀土、材料复合型公司需要拆业务线核验，不把相关标的线索写成推荐。\n6. `章源钨业.md`：通过。已说明资源端和钨制品暴露、原料涨价与产品传导的差异。\n7. `湖南黄金.md`：通过。已说明黄金、锑、钨多线索必须分账，官方源和新装置线索仍需核验。\n\n总体判断：\n钨链条 7 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把钨价格链条、供给约束、下游需求、资源/材料/刀具分层、公司比较和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式钨行业结论、正式公司结论或正式指标通过。\n2. 文中钨精矿、APT、碳化钨粉、下游补库、中钨高新、厦门钨业、章源钨业、湖南黄金等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许钨链条 7 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“钨链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627021441968_cda87c5a","event_type":"message.delivered","message_id":"msg_20260627021441913_68b71974","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627021441913_68b71974","causation_id":"evt_20260627021441941_db4d01c8","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:14:41+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627021142148_3b1c7db3\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001\n\n复审结论：通过。\n\n本次只复审钨链条 7 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审结果：\n1. `钨_总览.md`：通过。已补钨事实句、钨精矿、APT、碳化钨粉、供给约束、高端制造需求、公司分层和横向品种对比。\n2. `钨_详细介绍.md`：通过。已补价格链条、供给案例、需求案例、中钨高新/金洲精工线索、利润流和公司含义。\n3. `钨_市场分析.md`：通过。已补市场数据卡、供需利润传导、市场显影、横向对比、公司弹性排序口径和风险边界。\n4. `中钨高新.md`：通过。已说明硬质合金、刀具、PCB 钻针、金洲精工和五矿钨产业平台的公司含义。\n5. `厦门钨业.md`：通过。已说明钨、稀土、材料复合型公司需要拆业务线核验，不把相关标的线索写成推荐。\n6. `章源钨业.md`：通过。已说明资源端和钨制品暴露、原料涨价与产品传导的差异。\n7. `湖南黄金.md`：通过。已说明黄金、锑、钨多线索必须分账，官方源和新装置线索仍需核验。\n\n总体判断：\n钨链条 7 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把钨价格链条、供给约束、下游需求、资源/材料/刀具分层、公司比较和后续核验边界写入正文，明显优于原结构占位稿。\n\n非阻断提醒：\n1. 本次通过不等于正式钨行业结论、正式公司结论或正式指标通过。\n2. 文中钨精矿、APT、碳化钨粉、下游补库、中钨高新、厦门钨业、章源钨业、湖南黄金等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n\n允许下一步：\n允许钨链条 7 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，状态推进为“钨链条迁移通过，待其余批次迁移”。待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627022026515_9e2aab8a","event_type":"message.created","message_id":"msg_20260627022026515_bf98b44b","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022026515_bf98b44b","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:20:26+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“锡锑链条 6 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档、铝链条和钨链条均已通过人读质量复审。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 锡锑相关规则抽取事实句约 485 条。\n2. 锡线索：锡周涨幅 +9.89%；SMM 1# Tin Ingot avg 56332.97 美元/吨；SHFE.Tin inventory 9286 吨；锡锭 41.28 万元/吨、35.30 万元/吨；锡锭隐性库存逐步干涸；800G+1.6T 光模块放量拉动锡膏需求。\n3. 锑线索：锑锭 13.19 万元/吨、17.10 万元/吨；三氧化二锑 144500 元/吨；铅锑精矿 7845.67 吨；锑锭产量 408 吨、销售 170.6 吨；资源紧缺、海外大矿减产、国内监管和开采配额。\n4. 公司线索：锡业股份锡资源和精锡队列；华锡有色锡精矿、铅锑精矿、锑锭和矿山资源；华钰矿业锑/铅锌/银资源线索。\n\n请审核的重点：\n1. 6 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核锡锑链条 6 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 6 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 6 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627022026543_d6405122","event_type":"message.routed","message_id":"msg_20260627022026515_bf98b44b","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022026515_bf98b44b","causation_id":"evt_20260627022026515_9e2aab8a","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:20:26+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“锡锑链条 6 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档、铝链条和钨链条均已通过人读质量复审。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 锡锑相关规则抽取事实句约 485 条。\n2. 锡线索：锡周涨幅 +9.89%；SMM 1# Tin Ingot avg 56332.97 美元/吨；SHFE.Tin inventory 9286 吨；锡锭 41.28 万元/吨、35.30 万元/吨；锡锭隐性库存逐步干涸；800G+1.6T 光模块放量拉动锡膏需求。\n3. 锑线索：锑锭 13.19 万元/吨、17.10 万元/吨；三氧化二锑 144500 元/吨；铅锑精矿 7845.67 吨；锑锭产量 408 吨、销售 170.6 吨；资源紧缺、海外大矿减产、国内监管和开采配额。\n4. 公司线索：锡业股份锡资源和精锡队列；华锡有色锡精矿、铅锑精矿、锑锭和矿山资源；华钰矿业锑/铅锌/银资源线索。\n\n请审核的重点：\n1. 6 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核锡锑链条 6 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 6 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 6 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627022026572_a8e5cd37","event_type":"message.delivered","message_id":"msg_20260627022026515_bf98b44b","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022026515_bf98b44b","causation_id":"evt_20260627022026543_d6405122","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:20:26+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n\n请审核员按 fp 联合复盘后的样本文档标准，复审本轮“锡锑链条 6 个核心阅读文档分批迁移”。\n\n本轮背景：\n1. 用户指出核心阅读文档普遍存在“市场没有数据、结论没有案例、没有前因后果”的问题。\n2. 审核员已通过 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 确认该问题，并要求 57 个核心阅读文档整体降级、先返修样本、再分批迁移。\n3. 4 个样本文档、铝链条和钨链条均已通过人读质量复审。\n\n来源聊天记录入口：\n1. `MBX_SESSION_MARKER:run_20260624002656377_3369482c`\n2. 用户原始要求覆盖：核心文档按方案输出；市场结论必须有数据支撑；大量文档存在市场没有数据、结论没有案例、没有前因后果；要求分析员和审核员一起用 fp 复盘并分批修正。\n\n设计和执行记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n本轮复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n本轮使用的已有证据：\n1. 锡锑相关规则抽取事实句约 485 条。\n2. 锡线索：锡周涨幅 +9.89%；SMM 1# Tin Ingot avg 56332.97 美元/吨；SHFE.Tin inventory 9286 吨；锡锭 41.28 万元/吨、35.30 万元/吨；锡锭隐性库存逐步干涸；800G+1.6T 光模块放量拉动锡膏需求。\n3. 锑线索：锑锭 13.19 万元/吨、17.10 万元/吨；三氧化二锑 144500 元/吨；铅锑精矿 7845.67 吨；锑锭产量 408 吨、销售 170.6 吨；资源紧缺、海外大矿减产、国内监管和开采配额。\n4. 公司线索：锡业股份锡资源和精锡队列；华锡有色锡精矿、铅锑精矿、锑锭和矿山资源；华钰矿业锑/铅锌/银资源线索。\n\n请审核的重点：\n1. 6 个文档是否已经按样本标准补入数据或明确降级状态。\n2. 是否有案例、证据入口或原研报线索，而不是空泛判断。\n3. 是否解释前因后果和利润传导。\n4. 是否有横向对比或结构对比。\n5. 公司页是否说明公司含义、触发/失效条件和非交易建议边界。\n6. 是否仍保持 DRAFT，不输出正式行业结论、正式公司结论、正式指标、买卖建议、目标价、收益承诺或交易指令。\n\n边界：\n1. 本次只审核锡锑链条 6 个文档，不审核全部 57 个核心阅读文档。\n2. 不要求重新读取全部 359 份原始资料。\n3. 不重启 PASS-017。\n4. 不新增同类旧缺口补证 PASS。\n5. 若发现不足，请按样本人读质量标准指出具体文档和具体缺口，避免只按文件数量、风险词或 DRAFT 状态放行。\n\n自检结果：\n1. 6 个文档均包含 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR`。\n2. 机器自检显示 6 个文档均包含数据、案例或证据入口、前因后果、横向/结构对比和风险边界。\n3. 风险词命中均处于限制、否定或边界说明语境。\n4. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627022408719_8ba4011b","event_type":"message.created","message_id":"msg_20260627022408719_696513f8","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022408719_696513f8","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T02:24:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627022026515_bf98b44b\n- related_run: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001\n\n审核结论：通过。\n\n本次只复审锡锑链条 6 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n审核依据：\n1. `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001` 通过的样本文档标准：数据、案例或证据入口、前因后果、横向对比、公司含义、DRAFT 边界。\n2. `ana-doc/研报体系/研报解析架构.md` 对核心阅读文档的要求：市场结论必须有数据支撑，关键结论必须展开背景、数据、案例或证据、推理链和公司含义。\n3. `ana-doc/有色案例/案例审核规范.md`：审核前必须读取本目录 `案例分析规范.md`，并按有色本地方案、设计和执行日志判断。\n\n人读质量复审结果：\n\n| 文档 | 结论 |\n|---|---|\n| `锡锑_总览.md` | 通过。已写入锡周涨幅、SMM 锡锭、SHFE 锡库存、锡锭/锑锭价格、三氧化二锑和产量线索，并拆分锡和锑的不同主线。 |\n| `锡锑_详细介绍.md` | 通过。已补产业链利润流、锡数据案例、锑供给案例、公司案例、前因后果和横向对比。 |\n| `锡锑_市场分析.md` | 通过。已补市场数据卡、供需和利润传导、市场显影、公司弹性排序和 DRAFT 风险边界。 |\n| `锡业股份.md` | 通过。已说明锡价、库存、电子需求到锡资源/精锡产量和公司利润弹性的核验路径。 |\n| `华锡有色.md` | 通过。已说明锡精矿、铅锑精矿、锑锭、毛利率、矿山资源和多金属分账逻辑。 |\n| `华钰矿业.md` | 通过。已说明锑价、供给约束、资源项目和业务占比核验，不把券商相关标的线索写成推荐。 |\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本次通过不等于正式锡锑行业结论、正式公司结论或正式指标通过。\n2. 文中锡锭、锑锭、三氧化二锑、铅锑精矿、锑锭产销、锡业股份、华锡有色、华钰矿业等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n是否允许继续：\n允许锡锑链条 6 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用；允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 已更新为“锡锑链条迁移通过，待其余批次迁移”。该问题暂不关闭，待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627022408749_f9adb214","event_type":"message.routed","message_id":"msg_20260627022408719_696513f8","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022408719_696513f8","causation_id":"evt_20260627022408719_8ba4011b","parent_message_id":null,"status":"routed","created_at":"2026-06-27T02:24:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627022026515_bf98b44b\n- related_run: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001\n\n审核结论：通过。\n\n本次只复审锡锑链条 6 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n审核依据：\n1. `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001` 通过的样本文档标准：数据、案例或证据入口、前因后果、横向对比、公司含义、DRAFT 边界。\n2. `ana-doc/研报体系/研报解析架构.md` 对核心阅读文档的要求：市场结论必须有数据支撑，关键结论必须展开背景、数据、案例或证据、推理链和公司含义。\n3. `ana-doc/有色案例/案例审核规范.md`：审核前必须读取本目录 `案例分析规范.md`，并按有色本地方案、设计和执行日志判断。\n\n人读质量复审结果：\n\n| 文档 | 结论 |\n|---|---|\n| `锡锑_总览.md` | 通过。已写入锡周涨幅、SMM 锡锭、SHFE 锡库存、锡锭/锑锭价格、三氧化二锑和产量线索，并拆分锡和锑的不同主线。 |\n| `锡锑_详细介绍.md` | 通过。已补产业链利润流、锡数据案例、锑供给案例、公司案例、前因后果和横向对比。 |\n| `锡锑_市场分析.md` | 通过。已补市场数据卡、供需和利润传导、市场显影、公司弹性排序和 DRAFT 风险边界。 |\n| `锡业股份.md` | 通过。已说明锡价、库存、电子需求到锡资源/精锡产量和公司利润弹性的核验路径。 |\n| `华锡有色.md` | 通过。已说明锡精矿、铅锑精矿、锑锭、毛利率、矿山资源和多金属分账逻辑。 |\n| `华钰矿业.md` | 通过。已说明锑价、供给约束、资源项目和业务占比核验，不把券商相关标的线索写成推荐。 |\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本次通过不等于正式锡锑行业结论、正式公司结论或正式指标通过。\n2. 文中锡锭、锑锭、三氧化二锑、铅锑精矿、锑锭产销、锡业股份、华锡有色、华钰矿业等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n是否允许继续：\n允许锡锑链条 6 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用；允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 已更新为“锡锑链条迁移通过，待其余批次迁移”。该问题暂不关闭，待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627022408777_f18d0264","event_type":"message.delivered","message_id":"msg_20260627022408719_696513f8","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627022408719_696513f8","causation_id":"evt_20260627022408749_f9adb214","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T02:24:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627022026515_bf98b44b\n- related_run: RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001\n- audit_id: AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001\n\n审核结论：通过。\n\n本次只复审锡锑链条 6 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`\n6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`\n7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`\n\n审核依据：\n1. `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001` 通过的样本文档标准：数据、案例或证据入口、前因后果、横向对比、公司含义、DRAFT 边界。\n2. `ana-doc/研报体系/研报解析架构.md` 对核心阅读文档的要求：市场结论必须有数据支撑，关键结论必须展开背景、数据、案例或证据、推理链和公司含义。\n3. `ana-doc/有色案例/案例审核规范.md`：审核前必须读取本目录 `案例分析规范.md`，并按有色本地方案、设计和执行日志判断。\n\n人读质量复审结果：\n\n| 文档 | 结论 |\n|---|---|\n| `锡锑_总览.md` | 通过。已写入锡周涨幅、SMM 锡锭、SHFE 锡库存、锡锭/锑锭价格、三氧化二锑和产量线索，并拆分锡和锑的不同主线。 |\n| `锡锑_详细介绍.md` | 通过。已补产业链利润流、锡数据案例、锑供给案例、公司案例、前因后果和横向对比。 |\n| `锡锑_市场分析.md` | 通过。已补市场数据卡、供需和利润传导、市场显影、公司弹性排序和 DRAFT 风险边界。 |\n| `锡业股份.md` | 通过。已说明锡价、库存、电子需求到锡资源/精锡产量和公司利润弹性的核验路径。 |\n| `华锡有色.md` | 通过。已说明锡精矿、铅锑精矿、锑锭、毛利率、矿山资源和多金属分账逻辑。 |\n| `华钰矿业.md` | 通过。已说明锑价、供给约束、资源项目和业务占比核验，不把券商相关标的线索写成推荐。 |\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本次通过不等于正式锡锑行业结论、正式公司结论或正式指标通过。\n2. 文中锡锭、锑锭、三氧化二锑、铅锑精矿、锑锭产销、锡业股份、华锡有色、华钰矿业等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。\n3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n是否允许继续：\n允许锡锑链条 6 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用；允许按同一标准推进下一批核心阅读文档迁移。\n\n问题状态：\n`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 已更新为“锡锑链条迁移通过，待其余批次迁移”。该问题暂不关闭，待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。\n\n证据入口：\n1. 审计记录：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001`\n2. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`\n3. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n4. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627105604569_c0940e58","event_type":"message.created","message_id":"msg_20260627105604569_225d89f3","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627","correlation_id":"msg_20260627105604569_225d89f3","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T10:56:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- correlation_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n请审核员按 fp 复盘通过的段落级可读性标准，复审第一批核心正文最小返修。\n\n本轮范围：\n只复审 3 个核心正文入口文件的最小可读性返修，不审核全部 57 个核心文档，不要求重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不升级任何 DRAFT 为正式结论。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n - 新增：`1.4 数据怎么解释：以铜为例`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n - 新增：`3.1 为什么铝不是只看铝价`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n - 新增：铜价、产量、权益、成本和项目达产如何传导到公司利润的解释段\n\n设计和执行入口：\n1. `ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-001`\n2. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-001`\n3. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第一批可读性正文返修`\n\n自检结果：\n1. 三个文件状态均已更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。\n2. 治理校验 `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n3. 风险词抽查中 `正式行业结论`、`正式公司结论`、`交易建议`、`买入`、`卖出`、`目标价`、`收益承诺` 等均处于限制语境。\n\n请重点审核：\n1. 新增段落是否真的把数据/案例解释成用户能理解的市场、产业链或公司含义。\n2. 是否符合“结论、数据/案例、解释、传导、边界”五段式精神，但没有机械套标题。\n3. 是否可作为第一批核心阅读入口的新 DRAFT 输出给用户查看。\n4. 是否仍存在只堆数据、不解释、用户看不懂的问题。\n5. 是否保持 DRAFT 边界，没有正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮通过也不关闭全部可读性问题；只允许这 3 个文件作为第一批 `READABILITY_CONTENT_REPAIR` 核心入口继续使用。后续其余文档仍需分批返修或明确降级/暂缓边界。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627105908355_9d268217","event_type":"message.delivered","message_id":"msg_20260627105908293_5e6e476d","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627","correlation_id":"msg_20260627105908293_5e6e476d","causation_id":"evt_20260627105908324_c98c5fa1","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T10:59:08+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627\n- correlation_id: msg_20260627105604569_225d89f3\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_audit: AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001\n\n复审结论：通过。\n\n通过范围：\n本结论只覆盖第一批 3 个核心正文入口文件的最小可读性返修，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式行业结论、正式公司结论、正式指标或对外交付版本。\n\n复审对象：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`\n\n审核依据：\n1. 已读取 fp 技能和 AI 协作复盘规范。\n2. 已读取有色本地 `案例审核规范.md` 和 `案例分析规范.md`。\n3. 已核对设计入口：`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-001`。\n4. 已核对执行入口：`RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-001`。\n5. 已核对 `result_index.md` 中 `第一批可读性正文返修` 入口。\n6. 已执行治理校验：`python -m mbx.cli validate --project project-info --governance`，结果 OK，warnings=0。\n\n人工复核结果：\n1. `有色的市场情况总览.md` 通过。新增 `1.4 数据怎么解释：以铜为例` 不只是列铜价、库存和 TC/RC，而是说明价格、库存、TC/RC 分别对应定价、现货压力和利润分配，并传导到资源端、权益产量公司和冶炼/综合铜企的不同读法。\n2. `有色的产业链总览.md` 通过。新增 `3.1 为什么铝不是只看铝价` 能说明铝价只是收入端，氧化铝、电力和库存缓冲决定吨铝利润能否留下，并传导到中国铝业、云铝股份等不同公司类型。\n3. `公司/紫金矿业.md` 通过。新增铜价、产量、权益、成本和项目达产到公司利润的解释链，能说明紫金矿业不能只按铜价或券商提及频次阅读，而要拆成铜、金、锂三层业务和项目风险。\n\n五段式精神核查：\n三处新增内容均具备结论、数据/案例、解释、传导和边界，但没有机械套标题；正文比前序结构稿更接近用户可读报告语言。\n\n风险边界：\n风险词抽查中 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 均处于限制、否定或边界语境，未发现越界结论。\n\n非阻断提醒：\n1. 本轮通过不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。\n2. 只允许这 3 个文件作为第一批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读入口继续使用。\n3. 后续其余核心文档仍需分批返修，或明确降级/暂缓边界；不得把第一批通过扩大解释为全部 57 个文档质量闭环。\n4. 后续返修仍应避免机械套模板，重点检查数据是否被解释到人能理解的行业、市场或公司含义。\n\n允许下一步：\n允许按同一标准推进下一批最小范围核心正文可读性返修并送审，或明确剩余文档降级/暂缓范围。\n\n已落地记录：\n1. `ana-doc/有色案例/案例审计报告.md` 已追加 `AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001`。\n2. `ana-doc/有色案例/案例问题记录.md` 已将 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 更新为“第一批正文返修通过，待其余正文返修或降级边界”。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","delivery":"inbox","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.analyst.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627125938572_a9270694","event_type":"message.delivered","message_id":"msg_20260627125938503_ff322adb","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627","correlation_id":"msg_20260627125938503_ff322adb","causation_id":"evt_20260627125938538_5242523a","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T12:59:38+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业市场分析第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”继续修改所有输出文档。\n2. 市场核心是数据，但数据必须解释成用户能理解的市场结论、前因后果和公司/研究含义。\n3. 每篇文档返修后需对照 `研报体系/研报解析架构.md` 核心理念复查。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_市场分析.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_市场分析.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_市场分析.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_市场分析.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_市场分析.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均先给市场结论或观察状态，不直接进入数据列表。\n2. 5 篇均解释价格、库存、供给、需求或公司弹性分别回答什么问题。\n3. 锗镓铟明确写为 `DATA_GAP_REVIEW`，资料不足时不强行写趋势判断。\n4. 未使用事实句数量、提及频次、覆盖度作为正文判断依据。\n5. 未输出正式价格指标、正式行业结论、正式公司结论、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个市场分析文件，不处理详细介绍和公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查：正文未见用内部统计证明判断；自检摘要中的命中为说明性语境。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 市场结论是否清晰。\n2. 价格、库存、供给、需求和公司弹性是否被解释成用户能理解的含义。\n3. 是否仍存在模板化市场语言。\n4. 是否存在越界的正式指标或交易表达。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627130019687_2aa2f3f5","event_type":"message.created","message_id":"msg_20260627130019687_054206ab","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627","correlation_id":"msg_20260627130019687_054206ab","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:00:19+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627\n- correlation_id: msg_20260627125539985_28f38828\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001\n\n审核结论：通过。\n\n本轮 5 篇未深改子行业总览可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用；该结论只覆盖本轮 5 篇，不关闭整体核心文档可读性问题，也不代表全部 57 个核心阅读文档质量闭环。\n\n复审对象：\n1. `子行业/小金属_总览.md`\n2. `子行业/稀土_总览.md`\n3. `子行业/锂钴镍_总览.md`\n4. `子行业/钼_总览.md`\n5. `子行业/锗镓铟_总览.md`\n\n审核要点：\n1. 5 篇均已先给出清晰读法或观察状态，普通用户能理解“当前到底在说什么”。\n2. 5 篇均把线索解释为前因后果和研究含义，没有用事实句数量、提及频次、线索数量或内部覆盖统计替代正文判断。\n3. `钼_总览.md`、`锗镓铟_总览.md` 证据相对薄，但已明确降级和待补边界，符合本轮 DRAFT 总览口径。\n4. 风险词和内部统计词抽查未发现越界：内部统计词未命中；买入、卖出、目标价、收益承诺、交易建议等只出现在限制、否定或边界语境。\n5. 5 篇均未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 篇子行业总览可作为 DRAFT 继续使用。\n2. 钼、锗镓铟后续进入市场分析或公司页时，仍需补更具体的价格、供需、公司暴露或官方口径；总览中保留降级状态是合理的。\n3. 后续批次仍需按同一标准检查“结论先行、逐步解释、含义落地”，避免重新退回内部工作语言。\n\n是否需要继续修复：\n本轮 5 篇不需要阻断性修复。可以继续选择下一批未深改子行业总览、市场分析或公司页按同一标准返修并送审；对暂不返修文档应明确降级/暂缓边界。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627130019722_fb1a2bd9","event_type":"message.routed","message_id":"msg_20260627130019687_054206ab","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627","correlation_id":"msg_20260627130019687_054206ab","causation_id":"evt_20260627130019687_2aa2f3f5","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:00:19+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627\n- correlation_id: msg_20260627125539985_28f38828\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001\n\n审核结论：通过。\n\n本轮 5 篇未深改子行业总览可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用；该结论只覆盖本轮 5 篇，不关闭整体核心文档可读性问题，也不代表全部 57 个核心阅读文档质量闭环。\n\n复审对象：\n1. `子行业/小金属_总览.md`\n2. `子行业/稀土_总览.md`\n3. `子行业/锂钴镍_总览.md`\n4. `子行业/钼_总览.md`\n5. `子行业/锗镓铟_总览.md`\n\n审核要点：\n1. 5 篇均已先给出清晰读法或观察状态，普通用户能理解“当前到底在说什么”。\n2. 5 篇均把线索解释为前因后果和研究含义，没有用事实句数量、提及频次、线索数量或内部覆盖统计替代正文判断。\n3. `钼_总览.md`、`锗镓铟_总览.md` 证据相对薄，但已明确降级和待补边界，符合本轮 DRAFT 总览口径。\n4. 风险词和内部统计词抽查未发现越界：内部统计词未命中；买入、卖出、目标价、收益承诺、交易建议等只出现在限制、否定或边界语境。\n5. 5 篇均未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 篇子行业总览可作为 DRAFT 继续使用。\n2. 钼、锗镓铟后续进入市场分析或公司页时，仍需补更具体的价格、供需、公司暴露或官方口径；总览中保留降级状态是合理的。\n3. 后续批次仍需按同一标准检查“结论先行、逐步解释、含义落地”，避免重新退回内部工作语言。\n\n是否需要继续修复：\n本轮 5 篇不需要阻断性修复。可以继续选择下一批未深改子行业总览、市场分析或公司页按同一标准返修并送审；对暂不返修文档应明确降级/暂缓边界。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627130847815_0e64541e","event_type":"message.delivered","message_id":"msg_20260627130847743_cde11f88","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627","correlation_id":"msg_20260627130847743_cde11f88","causation_id":"evt_20260627130847780_c3d7174c","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:08:47+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审事项：未深改子行业详细介绍第一批核心理念返修复审。\n\n用户原始要求摘要：\n1. 按“结论先行、逐步解释、含义落地”继续修改所有输出文档。\n2. 不要让文档像内部资料卡；要让用户理解产业链怎么运行、利润为什么传导到某个环节、公司为什么可能或不可能受益。\n3. 每篇文档返修后需对照 `研报体系/研报解析架构.md` 核心理念复查。\n\n本轮范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_详细介绍.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_详细介绍.md`\n3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_详细介绍.md`\n4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_详细介绍.md`\n5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_详细介绍.md`\n\n设计和执行：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-006`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n自检结论：\n1. 5 篇均先给清晰结论或观察状态。\n2. 5 篇均以正文解释产业链运行、利润传导和公司读法，不再以变量模型或证明卡表格替代解释。\n3. 锗镓铟明确保持 `DATA_GAP_REVIEW`，资料不足时不强行判断利润传导。\n4. 未使用事实句数量、提及频次、覆盖度作为正文判断依据。\n5. 未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。\n\n边界：\n本轮只处理 5 个详细介绍文件，不处理公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。通过后仅表示这 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，不关闭整体可读性问题。\n\n命令摘要：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词和内部统计词抽查无命中。\n\n请审核员按 fp/有色审核规范做人读复审，重点检查：\n1. 产业链运行是否讲清楚。\n2. 利润传导是否按顺序解释。\n3. 公司进入深读入口的原因和核验边界是否明确。\n4. 是否仍存在内部资料卡语言或越界正式结论。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627131057939_7b65d78b","event_type":"message.created","message_id":"msg_20260627131057939_f95bb0c7","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627","correlation_id":"msg_20260627131057939_f95bb0c7","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:10:57+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627\n- correlation_id: msg_20260627130823040_b0f3c03f\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n\n审核结论：通过。\n\n本次只复审前次 P1 阻断点是否解除。结论是：`小金属_市场分析.md`、`稀土_市场分析.md`、`锂钴镍_市场分析.md`、`钼_市场分析.md` 已把已有数据或明确数据缺口落到正文，并解释其市场含义；前次阻断点已解除。\n\n复审对象：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n\n复核结果：\n1. `小金属_市场分析.md` 已补入 SMM 1# 锡锭均价 56332.97 USD/tonne、SHFE 锡库存 9286 吨、SMM 中国金属钴均价 55241.33 USD/tonne，以及钨、锑候选线索，并说明锡较成熟、钨锑仍需外部来源和原始表格行。\n2. `稀土_市场分析.md` 已补入 `Pr-Nd oxide direct SMM page` 为 `TO_BE_EXTRACTED`，并解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`，不能写稀土价格趋势确认。\n3. `锂钴镍_市场分析.md` 已补入 2026-06-25 SMM 工业级/电池级碳酸锂、Trading Economics 锂基准、SMM 镍、SHFE 镍库存、SMM 钴价格，并解释这些数据有价格/库存入口但不能证明反转。\n4. `钼_市场分析.md` 已补入缺少单独干净价格库存行、仅有混合候选线索的说明，并明确 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过只表示 `REPAIR-005` 前次阻断点解除，不关闭整体核心文档可读性问题。\n2. 这些数据仍是 DRAFT 或候选口径，正式输出前仍需日期、单位、原始表格行、来源和数值一致性核验。\n3. 后续市场分析批次应延续本次做法：能写数据就写数据并解释，不能写数据就明确 `DATA_GAP_REVIEW`，不要退回纯方法说明。\n\n是否允许继续：\n允许。市场分析第一批 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，其中锗镓铟保持 `DATA_GAP_REVIEW`。可以继续推进下一批核心理念返修；但不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
+{"schema_version":"1.0","event_id":"evt_20260627131057975_5c2efe87","event_type":"message.routed","message_id":"msg_20260627131057939_f95bb0c7","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627","correlation_id":"msg_20260627131057939_f95bb0c7","causation_id":"evt_20260627131057939_7b65d78b","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:10:57+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627\n- correlation_id: msg_20260627130823040_b0f3c03f\n- related_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001\n- related_previous_audit: AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001\n\n审核结论：通过。\n\n本次只复审前次 P1 阻断点是否解除。结论是：`小金属_市场分析.md`、`稀土_市场分析.md`、`锂钴镍_市场分析.md`、`钼_市场分析.md` 已把已有数据或明确数据缺口落到正文，并解释其市场含义；前次阻断点已解除。\n\n复审对象：\n1. `子行业/小金属_市场分析.md`\n2. `子行业/稀土_市场分析.md`\n3. `子行业/锂钴镍_市场分析.md`\n4. `子行业/钼_市场分析.md`\n\n复核结果：\n1. `小金属_市场分析.md` 已补入 SMM 1# 锡锭均价 56332.97 USD/tonne、SHFE 锡库存 9286 吨、SMM 中国金属钴均价 55241.33 USD/tonne，以及钨、锑候选线索，并说明锡较成熟、钨锑仍需外部来源和原始表格行。\n2. `稀土_市场分析.md` 已补入 `Pr-Nd oxide direct SMM page` 为 `TO_BE_EXTRACTED`，并解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`，不能写稀土价格趋势确认。\n3. `锂钴镍_市场分析.md` 已补入 2026-06-25 SMM 工业级/电池级碳酸锂、Trading Economics 锂基准、SMM 镍、SHFE 镍库存、SMM 钴价格，并解释这些数据有价格/库存入口但不能证明反转。\n4. `钼_市场分析.md` 已补入缺少单独干净价格库存行、仅有混合候选线索的说明，并明确 `DATA_PARTIAL / DATA_GAP_REVIEW`。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过只表示 `REPAIR-005` 前次阻断点解除，不关闭整体核心文档可读性问题。\n2. 这些数据仍是 DRAFT 或候选口径，正式输出前仍需日期、单位、原始表格行、来源和数值一致性核验。\n3. 后续市场分析批次应延续本次做法：能写数据就写数据并解释，不能写数据就明确 `DATA_GAP_REVIEW`，不要退回纯方法说明。\n\n是否允许继续：\n允许。市场分析第一批 5 篇可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，其中锗镓铟保持 `DATA_GAP_REVIEW`。可以继续推进下一批核心理念返修；但不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","source_role_instance_id":"case_analysis.reviewer","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.analyst","target_system_id":"case_analysis"},"result":null,"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627132804648_24488da6","event_type":"message.delivered","message_id":"msg_20260627132804573_a4996bda","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132804573_a4996bda","causation_id":"evt_20260627132804610_314bac58","parent_message_id":null,"status":"delivered","created_at":"2026-06-27T13:28:04+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n- related_run: RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001\n- source_chat: MBX_SESSION_MARKER:run_20260624002656377_3369482c\n\n送审请求：请按 fp 后续标准复审第十批铝补充公司页核心理念返修。\n\n复审范围：\n1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md`\n2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md`\n3. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md`\n\n设计和执行入口：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001`\n3. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第十批核心理念返修：铝补充公司页`\n\n本轮目标：\n1. 检查 2 篇是否先说明公司为什么进入深读入口。\n2. 检查是否把铝价、氧化铝成本、电力成本、产能或加工结构解释到公司观察含义。\n3. 检查是否避免从铝价直接跳到公司结论。\n4. 检查是否保留 DRAFT、官方资料、产能、成本、业务占比和数值一致性核验边界。\n5. 检查是否避免使用事实句数量、提及频次、覆盖度等内部统计证明正文判断。\n\n边界：\n本轮只覆盖 2 个铝补充公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺，不关闭整体核心文档可读性问题。\n\n自检结果：\n1. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n2. 风险词抽查中，`买入`、`目标价`、`正式公司结论` 只处于限制、否定或边界语境；未命中事实句、提及频次、mention_count、覆盖等内部统计证明语境。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","delivery":"inbox","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":{"delivery":"inbox","inbox_path":".mbx/inbox/case_analysis.reviewer.jsonl"},"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627132839622_84b27cda","event_type":"message.created","message_id":"msg_20260627132839622_746a8e8e","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627","correlation_id":"msg_20260627132839622_746a8e8e","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:28:39+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627\n- correlation_id: msg_20260627132548841_d1d20dbb\n- related_audit: AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001\n\n审核结论：通过。\n\n本轮 5 个钼和黄金公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。该结论只覆盖本轮 5 个公司页，不关闭整体核心文档可读性问题。\n\n复审对象：\n1. `公司/洛阳钼业.md`\n2. `公司/金钼股份.md`\n3. `公司/山东黄金.md`\n4. `公司/中金黄金.md`\n5. `公司/赤峰黄金.md`\n\n审核要点：\n1. 5 篇均已先说明公司为什么进入深读入口，不再只是模板化“相关暴露/待字段化核验”。\n2. 5 篇均把钼价、金价、产量、成本、资源增量、项目进度或业务占比解释为公司观察变量，没有从品种价格直接跳到公司结论。\n3. 洛阳钼业的多金属业务拆分、金钼股份的产品结构、三家黄金公司的产量/成本/资源增量逻辑均能让用户理解公司为什么可能或不可能受益。\n4. 5 篇均保留 DRAFT、官方资料、资源/产量、成本、业务占比和数值一致性核验边界。\n5. 风险词抽查显示买入、卖出、目标价、交易建议、正式公司结论等仅在限制、否定或边界语境；未发现事实句数量、提及频次、`mention_count`、覆盖度等内部统计证明正文判断。\n\n发现问题：\n未发现阻断问题。\n\n非阻断提醒：\n1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 个钼和黄金公司页可作为 DRAFT 继续使用。\n2. 后续如进入正式输出前，仍需补公司官方源、资源/产量、成本、业务占比、项目进度和数值一致性核验；当前不能作为正式公司证据卡。\n3. 后续公司页仍应避免“价格上涨 -> 公司受益”的跳跃式表达，继续保留中间变量和失效条件。\n\n是否允许继续：\n允许。可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审；不得宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。\n\n证据入口：\n1. 审计报告：`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001`\n2. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n3. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`\n4. 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627135133114_4c5f8d1f","event_type":"message.routed","message_id":"msg_20260627135133074_50001348","message_type":"review_request","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.analyst","role_id":"case_analysis.analyst","task_id":"TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627","correlation_id":"msg_20260627135133074_50001348","causation_id":"evt_20260627135133074_6bccb0e8","parent_message_id":null,"status":"routed","created_at":"2026-06-27T13:51:33+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_analysis.analyst\n- task_id: TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627\n- related_case: ANA-YS-INDUSTRY-001\n- related_issue: ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001\n\n复审请求：核心阅读入口状态同步和核心阅读范围残留内部语言清理已完成，请复审。\n\n本轮处理范围：\n1. `核心阅读入口.md`：状态已由 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。\n2. 两个总览、9 个子行业三件套和 27 个公司页：状态盘点显示 56 个正文均为 `READABILITY_CONTENT_REPAIR` 或等价降级状态。\n3. 用户核心阅读范围内部语言扫描：未命中 `事实句`、`提及频次`、`mention_count`、`覆盖度`、`证据卡`、`待字段化`、`证明卡`、`页图`、`线索表`、`PASS-`、`BATCH_CONTENT_REPAIR`、`STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。\n\n本轮新增/更新记录：\n1. 设计记录：`ana-doc/有色案例/案例分析设计.md`，`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001`\n2. 执行日志：`ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001`\n3. 问题记录：`ana-doc/有色案例/案例问题记录.md`，`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`\n4. 结果入口：`ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，`第十三批核心理念返修：核心阅读入口状态同步`\n\n自检命令摘要：\n1. 核心阅读范围内部语言扫描：无命中。\n2. 核心阅读范围状态扫描：无非 `READABILITY_CONTENT_REPAIR` 命中。\n3. `python -m mbx.cli validate --project project-info --governance`：OK，warnings=0。\n\n边界：\n本次请求只覆盖 DRAFT 用户阅读入口和本轮核心理念/可读性返修状态收口；不把任何文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。正式输出仍需另行输出审核或执行审核。","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.analyst\n- project_id: project-info\n- role_instance_id: case_ana"},"refs":[],"expected_response":null,"routing":{"mode":"session","resolved":true,"target_session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","source_role_instance_id":"case_analysis.analyst","source_system_id":"case_analysis","target_role_instance_id":"case_analysis.reviewer","target_system_id":"case_analysis"},"result":null,"ext":{}}
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+{"schema_version":"1.0","event_id":"evt_20260627135413734_6cab5571","event_type":"message.created","message_id":"msg_20260627135413734_b784c654","message_type":"review_response","scope":"project","project_id":"project-info","system_id":"case_analysis","role_instance_id":"case_analysis.reviewer","role_id":"case_analysis.reviewer","task_id":"TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627","correlation_id":"msg_20260627135413734_b784c654","causation_id":null,"parent_message_id":null,"status":"created","created_at":"2026-06-27T13:54:13+08:00","actor":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"from":{"type":"agent","project_id":"project-info","role_id":"case_analysis.reviewer","role_instance_id":"case_analysis.reviewer","system_id":"case_analysis","role_key":"reviewer","session_id":"019ef550-45ac-7b43-aa24-2731d01dba9b","provider":"codex","name":"案例审核员"},"to":[{"type":"agent","project_id":"project-info","role_id":"case_analysis.analyst","role_instance_id":"case_analysis.analyst","system_id":"case_analysis","role_key":"analyst","session_id":"019ef54e-6978-76d3-bb78-081fa2c4b188","provider":"codex","name":"案例分析员"}],"content":{"format":"markdown","text":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_analysis.reviewer\n- task_id: TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627\n- correlation_id: msg_20260627135133074_50001348\n- related_audit: AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001\n\n审核结论：通过。\n\n复审范围：\n本次只复审 DRAFT 用户阅读入口和本轮核心理念 / 可读性返修状态收口，不做正式输出审核，不把任何文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。\n\n复核结果：\n1. `核心阅读入口.md` 已更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`，通过。\n2. 设计记录 `DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001`、执行日志 `RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001` 和 result_index 第十三批入口均已落地，通过。\n3. 核心正文范围按两个总览、9 个子行业三件套、27 个公司页计数，共 56 个 Markdown 正文文件，通过。\n4. 56 个正文文件均为 `READABILITY_CONTENT_REPAIR` 或等价降级状态；锗镓铟相关文件保留 `DATA_GAP_REVIEW`，通过。\n5. 对 56 个正文文件扫描 `事实句`、`提及频次`、`mention_count`、`覆盖度`、`证据卡`、`待字段化`、`证明卡`、`页图`、`线索表`、`PASS-`、`BATCH_CONTENT_REPAIR`、`STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，无命中，通过。\n6. 风险词抽查命中均为限制、否定或边界语境，未发现正式结论、交易建议、目标价或收益承诺。\n\n允许动作：\n允许 `核心阅读入口.md` 和 56 个核心正文文件作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的用户阅读入口继续使用。\n\n边界：\n1. 本次通过不代表正式输出审核通过。\n2. 正式输出前仍需另行输出审核或执行审核。\n3. 正式输出前仍需保持数据日期、单位、原始表格行、官方来源和数值一致性核验要求。\n4. `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 是否关闭，应以后续整体收口或正式输出审核结论为准；本轮不单独关闭该问题。\n\n审计记录：\n`ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001`\n\n命令摘要：\n`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。\n","data":null,"ref":null,"summary":"Action Envelope\n- skill: fp\n- skill_alias: case_analysis.reviewer\n- project_id: project-info\n- role_instance_id: case_an"},"refs":[],"expected_response":null,"routing":null,"result":null,"ext":{}}
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diff --git "a/ai-laoshen/\345\267\245\344\275\234\350\257\264\346\230\216.md" "b/ai-laoshen/\345\267\245\344\275\234\350\257\264\346\230\216.md"
index dbad2b8..d48a904 100644
--- "a/ai-laoshen/\345\267\245\344\275\234\350\257\264\346\230\216.md"
+++ "b/ai-laoshen/\345\267\245\344\275\234\350\257\264\346\230\216.md"
@@ -1,7 +1,7 @@
-# 案例与实验审核员 工作说明
+# 实验开发审核员 工作说明
创建人员：workspace-admin
-文件职责：记录 案例与实验审核员 在本项目中的角色入口、职责边界、权限范围和体系文档路由。
+文件职责：记录 实验开发审核员 在本项目中的角色入口、职责边界、权限范围和体系文档路由。
管理规范/模板：../项目规范.md；../项目配置清单.md；D:\manage_system\common\ai-workplace\AI工作空间创建指南.md。
引用文件：../项目配置清单.md；../项目执行日志.md；../项目变更记录.md；项目问题反馈.md；已启用体系规范。
记录方式：当前配置说明；角色、权限或工作入口变化时覆盖更新，并在项目变更记录中保留历史。
@@ -11,10 +11,10 @@
| 字段 | 内容 |
|---|---|
| AI 名称 | laoshen |
-| 显示名称 | 案例与实验审核员 |
+| 显示名称 | 实验开发审核员 |
| 工作空间 | ai-laoshen/ |
-| 当前入口角色 | 多角色共享入口：experiment.reviewer, case_analysis.reviewer, dev.reviewer.ana, dev.reviewer.exp |
-| Required Skills | mbx-governance, mbx-experiment-review, mbx-human-workflow, mbx-role-runtime, mbx-interaction-router, mbx-file-governance, mbx-inbox-watch, mbx-case-review, mbx-code-review |
+| 当前入口角色 | dev.reviewer.exp |
+| Required Skills | mbx-governance, mbx-experiment-review, mbx-human-workflow, mbx-role-runtime, mbx-interaction-router, mbx-file-governance, mbx-inbox-watch, fp, mbx-case-review, mbx-code-review |
| 指派人 | workspace-admin |
| 指派时间 | 2026-06-24T00:30:59+08:00 |
| 指派原因 | 由 MB-X 根据项目配置、体系模板和角色会话绑定生成或更新。 |
diff --git "a/ai-laoyan/\345\267\245\344\275\234\350\257\264\346\230\216.md" "b/ai-laoyan/\345\267\245\344\275\234\350\257\264\346\230\216.md"
index c9211fa..e806c80 100644
--- "a/ai-laoyan/\345\267\245\344\275\234\350\257\264\346\230\216.md"
+++ "b/ai-laoyan/\345\267\245\344\275\234\350\257\264\346\230\216.md"
@@ -14,7 +14,7 @@
| 显示名称 | 实验开发员 |
| 工作空间 | ai-laoyan/ |
| 当前入口角色 | dev.developer.exp |
-| Required Skills | mbx-governance, mbx-case-analysis, mbx-human-workflow, mbx-role-runtime, mbx-interaction-router, mbx-file-governance, mbx-inbox-watch, mbx-experiment, mbx-coding |
+| Required Skills | mbx-governance, mbx-case-analysis, mbx-human-workflow, mbx-role-runtime, mbx-interaction-router, mbx-file-governance, mbx-inbox-watch, fp, mbx-experiment, mbx-coding |
| 指派人 | workspace-admin |
| 指派时间 | 2026-06-24T00:28:58+08:00 |
| 指派原因 | 由 MB-X 根据项目配置、体系模板和角色会话绑定生成或更新。 |
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\345\233\275\347\250\200\345\234\237.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\345\233\275\347\250\200\345\234\237.md"
new file mode 100644
index 0000000..a5f5222
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\345\233\275\347\250\200\345\234\237.md"
@@ -0,0 +1,35 @@
+# 中国稀土
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:18:00+08:00
+
+## 1. 先给结论
+
+中国稀土适合作为稀土资源和分离环节的深读入口，但当前不能写成正式公司结论。它的研究价值不在于“名字里有稀土”，而在于后续能否用官方资料确认资源、分离产能、产品结构和价格传导。
+
+这不是买入或卖出建议。当前最清楚的读法是：如果稀土配额、资源安全和氧化物价格成为主线，中国稀土这类资源/分离平台需要优先核验。
+
+## 2. 为什么它和稀土主线有关
+
+第一，资源和分离是稀土产业链的上游关键环节。稀土价格如果上行，利润通常先看资源、配额和分离能力能否承接。
+
+第二，中国稀土需要重点确认公司实际业务暴露。只有年报、公告或交易所披露能证明主营收入、产品结构和产能位置时，稀土价格才可能传导到公司利润。
+
+第三，它和磁材公司不是同一逻辑。资源/分离公司看供给和价格，磁材公司看订单、客户和成本传导。不能把稀土链条公司混成一个结论。
+
+## 3. 后续必须核验什么
+
+1. 主营业务中稀土氧化物、分离或资源相关收入占比。
+2. 资源、分离产能、产品结构和成本位置。
+3. 氧化物价格变化能否进入收入和利润。
+4. 公司公告、年报、交易所披露或官网资料是否能支持研报线索。
+
+## 4. 触发和失效
+
+触发条件：稀土配额或供给约束延续，氧化物价格有可核验上行，公司官方披露显示业务暴露清楚。
+
+失效条件：氧化物价格回落，官方披露无法证明主营暴露，或公司利润主要由非稀土因素决定。
+
+## 5. 边界
+
+当前保持 DRAFT。未补官方来源、业务占比、产能和价格敏感性前，本页只能作为公司深读入口，不作为正式公司结论前置材料或交易建议。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\345\233\275\351\223\235\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\345\233\275\351\223\235\344\270\232.md"
new file mode 100644
index 0000000..5adef04
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\345\233\275\351\223\235\344\270\232.md"
@@ -0,0 +1,81 @@
+# 中国铝业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T11:08:00+08:00
+
+## 1. 观察状态
+
+中国铝业当前是铝链条的一体化观察公司，不是交易建议。它进入研究视野的原因不是“研报里出现得多”，而是它可能同时连接铝土矿、氧化铝和电解铝几个关键利润环节。正式公司结论仍需年报、公告、产能、成本和利润弹性核验。
+
+## 2. 为什么它和铝主线相关
+
+铝主线的核心变量是铝土矿、氧化铝、电解铝、库存和吨铝利润。中国铝业的研究意义在于可能同时连接铝土矿、氧化铝和电解铝环节。如果几内亚铝土矿出口管控推高氧化铝成本，一体化公司与单纯外购氧化铝的公司弹性不同；如果铝价高位但成本上行，只有成本和资源位置更好的公司更可能保留利润。
+
+## 3. 关键变量怎么读
+
+| 变量 | 当前线索 | 对中国铝业的含义 | 边界 |
+|---|---|---|---|
+| 铝主线资料 | 铝价、库存、铝土矿、氧化铝和电解铝线索均可追溯 | 铝是核心跟踪品种 | DRAFT |
+| LME 铝价 | 3150.00/3160.50 美元/吨 | 外盘价格环境入口 | DRAFT，需核日期 |
+| 国内铝价 | 24240 元/吨、21360 元/吨、2.43-2.45 万元/吨等候选值 | 判断电解铝收入端 | DRAFT，需核口径 |
+| 国内库存 | 社会库存 140.1 万吨、SHFE 库存 527345 吨 | 判断价格和利润弹性 | DATA_PARTIAL |
+| 供给事件 | 几内亚铝土矿、中东电解铝、俄铝库存 | 判断资源和供应链扰动 | DRAFT |
+
+这些变量的用法不是证明“中国铝业值得买”，而是帮助判断一体化铝企的利润会停在哪个环节：铝价回答收入端，库存回答价格是否有支撑，铝土矿和氧化铝回答成本端，公司年报中的产能和权益才回答中国铝业能否承接这些变化。
+
+## 4. 前因后果
+
+中国铝业的核心问题不是“铝价涨公司就涨”，而是三段传导：
+
+1. 铝土矿或氧化铝扰动提高行业成本。
+2. 电解铝价格和库存决定收入端和利润弹性。
+3. 公司一体化程度决定成本上行时利润是被吞噬还是保留。
+
+如果铝价上涨来自供给扰动，同时氧化铝成本也上涨，公司是否受益取决于自有资源和氧化铝能力；如果库存下降带来铝价弹性，而成本稳定，公司利润弹性更容易体现。
+
+### 4.1 一体化公司到底看什么
+
+读中国铝业时，用户最容易犯的错误是只盯铝价。铝价上涨只说明收入端变好，但中国铝业这类一体化公司真正要看的是利润有没有留在公司体系内。
+
+如果几内亚铝土矿扰动推高氧化铝成本，单纯外购氧化铝的电解铝公司可能利润被压缩；但一体化公司如果拥有更强的铝土矿或氧化铝能力，成本上行未必完全是坏事。反过来，如果铝价上涨只是短期情绪，库存没有继续去化，氧化铝和电力成本又上升，那么“铝价高”也可能不能变成公司利润。
+
+因此这页公司的读法是：先拆公司在铝土矿、氧化铝、电解铝三个环节的真实暴露，再看库存和铝价是否支持电解铝利润，最后判断成本端是否能留住利润。只要这三步没有用官方数据核实，就只能把中国铝业放在一体化样本队列，不能写成正式公司判断。
+
+## 5. 横向对比
+
+ 公司类型 代表公司 和中国铝业的区别
+ --- --- ---
+ 一体化铝链 中国铝业 可能更能承接铝土矿、氧化铝、电解铝全链条变化
+ 低成本电解铝 云铝股份、神火股份、天山铝业 更看电力成本和吨铝利润
+ 铝加工 南山铝业、明泰铝业 更看加工费、产品结构和下游订单
+
+这组对比的用途是确定研究问题，不是做公司推荐排序。
+
+## 6. 后续核验清单
+
+正式升级前至少要补：
+
+1. 年报或公告中的铝土矿、氧化铝、电解铝产能和权益口径。
+2. 主营收入、毛利和成本构成，确认铝价弹性能否传导。
+3. 氧化铝和电力成本对利润的影响。
+4. 公司官方源归档路径、sha256、原文页或表格行。
+5. 研报中的券商“关注/相关标的”片段分账，避免写成分析员建议。
+
+## 7. 触发条件和失效条件
+
+触发条件：
+
+1. 铝价、库存和成本数据共同支持吨铝利润改善。
+2. 公司官方披露显示一体化资源和成本优势。
+3. 几内亚、氧化铝或电解铝扰动对公司形成明确受益路径。
+
+失效条件：
+
+1. 氧化铝或电力成本上行吞噬利润。
+2. 库存重新累积，铝价回落。
+3. 官方披露不能支持研报中的一体化弹性。
+4. 研报原文观点被误读成正式公司结论。
+
+## 8. 结论边界
+
+当前只能说：中国铝业是铝链条中需要优先补年报、公告、产能、成本和业务占比核验的一体化公司样本。不能写成买入、卖出、目标价、收益承诺或正式公司结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\347\237\277\350\265\204\346\272\220.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\347\237\277\350\265\204\346\272\220.md"
new file mode 100644
index 0000000..c448568
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\347\237\277\350\265\204\346\272\220.md"
@@ -0,0 +1,35 @@
+# 中矿资源
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:18:00+08:00
+
+## 1. 先给结论
+
+中矿资源适合作为锂和多金属资源项目型公司的观察入口。它的关键不是“有资源概念”，而是项目能否按期释放、成本是否有优势、主营暴露是否足够清楚。
+
+当前读法是：把它放进能源金属深读队列，但在官方项目和业务占比核验前，不写正式公司结论。
+
+## 2. 为什么项目节奏比概念重要
+
+第一，项目投产决定供给能否变成收入。资源储量或项目故事如果没有投产和产销数据，不能直接推导利润。
+
+第二，成本决定低价周期的生存能力。锂价低位时，低成本项目更有价值；高成本或建设慢的项目可能被低价压制。
+
+第三，多金属结构会稀释单一锂价弹性。公司如果还有其他业务，需要拆主营占比和利润来源。
+
+## 3. 后续必须核验什么
+
+1. 核心资源项目权益、产能和投产时间。
+2. 锂业务收入、利润和成本。
+3. 多金属业务占比。
+4. 公司公告、年报和项目进度披露。
+
+## 4. 触发和失效
+
+触发条件：锂价企稳，项目进度明确，成本优势和主营暴露得到官方资料验证。
+
+失效条件：项目延迟、成本高于预期、锂价继续下行或主营暴露不足。
+
+## 5. 边界
+
+当前保持 DRAFT。项目线索不等于正式利润弹性，正式输出前必须补官方源和数值一致性。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\351\207\221\351\273\204\351\207\221.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\351\207\221\351\273\204\351\207\221.md"
new file mode 100644
index 0000000..4f01484
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\351\207\221\351\273\204\351\207\221.md"
@@ -0,0 +1,35 @@
+# 中金黄金
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:22:00+08:00
+
+## 1. 先给结论
+
+中金黄金适合作为黄金资源公司观察页。它的核心不是金价方向本身，而是公司资源量、产量、成本曲线和项目进度能否承接金价变化。
+
+当前读法是：如果金价处在有利位置，同时公司产量、成本和资源扩张得到官方验证，中金黄金的研究优先级才会提高；否则只能保留在 DRAFT 观察池。
+
+## 2. 为什么要看资源量和成本曲线
+
+第一，资源量决定长期空间。黄金公司如果没有足够可采资源，短期金价上涨也难以支撑长期增长。
+
+第二，产量决定当期弹性。资源量需要通过矿山生产转成销量，产量兑现慢会削弱价格上涨的当期利润贡献。
+
+第三，成本曲线决定抗风险能力。金价回调时，成本低的矿山更能保住利润；成本高的矿山对金价回落更敏感。
+
+## 3. 后续必须核验什么
+
+1. 黄金资源储量、权益和产量。
+2. 单位成本、全维持成本或矿山成本口径。
+3. 核心项目建设和达产进度。
+4. 年报、公告和交易所披露中的原文页。
+
+## 4. 触发和失效
+
+触发条件：金价维持有利位置，公司资源和产量兑现，成本曲线保持优势。
+
+失效条件：金价回落，资源或项目进度不及预期，成本上升，或官方披露不能支持公司利润弹性。
+
+## 5. 边界
+
+当前只作为 DRAFT 深读入口，不构成正式公司结论、交易建议、目标价或收益承诺。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\351\222\250\351\253\230\346\226\260.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\351\222\250\351\253\230\346\226\260.md"
new file mode 100644
index 0000000..12610d1
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\270\255\351\222\250\351\253\230\346\226\260.md"
@@ -0,0 +1,36 @@
+# 中钨高新
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:33:00+08:00
+
+## 1. 先给结论
+
+中钨高新适合作为钨链条中材料端和工具端的深读入口。它不是单纯资源价格弹性公司，真正要看的是硬质合金、刀具、PCB 钻针等产品能否把钨原料涨价传导给下游客户。
+
+当前研究含义是：如果钨精矿、APT、碳化钨粉价格上行，同时公司产品具备技术壁垒和提价能力，中钨高新的观察价值会上升；如果产品无法涨价，原料上涨反而可能压缩利润。
+
+## 2. 为什么它不是单纯钨价弹性
+
+第一，钨价上涨先影响原料成本。对材料和刀具公司来说，钨价上涨既可能带来产品提价理由，也可能先抬高成本。
+
+第二，产品壁垒决定能否转嫁成本。硬质合金、刀具和 PCB 钻针如果客户粘性强、技术要求高，公司才更可能把成本传导出去。
+
+第三，平台属性需要官方核验。五矿钨产业平台、金洲精工等线索有研究价值，但正式使用前必须回到年报、公告和公司官网确认业务口径。
+
+## 3. 后续必须核验什么
+
+1. 硬质合金、刀具、钨粉、PCB 钻针等业务收入和利润占比。
+2. 金洲精工股权、产能、产品和客户认证。
+3. 钨精矿、APT、碳化钨粉价格变化能否传导到产品售价。
+4. 五矿平台和矿端资源的实际权益口径。
+5. 公司官方源、原文页、表格行和数值一致性。
+
+## 4. 触发和失效
+
+触发条件：钨价格链条维持强势，公司产品具备提价能力，官方披露支持金洲精工或硬质合金业务的利润弹性。
+
+失效条件：钨价回落，下游采购放缓，原料涨价无法传导给刀具或硬质合金客户，平台属性缺少官方证据。
+
+## 5. 边界
+
+当前只能说：中钨高新是钨链条中需要重点核验材料端和刀具端传导能力的公司样本。不能写成买入、卖出、目标价、收益承诺或正式公司结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\272\221\351\223\235\350\202\241\344\273\275.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\272\221\351\223\235\350\202\241\344\273\275.md"
new file mode 100644
index 0000000..f24e24c
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\344\272\221\351\223\235\350\202\241\344\273\275.md"
@@ -0,0 +1,82 @@
+# 云铝股份
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T11:08:00+08:00
+
+## 1. 观察状态
+
+云铝股份当前是铝链条中“低成本电解铝/绿电属性”的观察公司，不是交易建议。它进入研究视野的原因，是铝价、库存和电力成本变化可能对低成本电解铝公司的吨铝利润更敏感；但正式公司结论仍需主营占比、产能、电力成本、利润弹性和官方来源核验。
+
+## 2. 为什么它和铝主线相关
+
+铝价和库存只能解释行业景气，不能直接解释单家公司。云铝股份的关键在于：如果铝价保持高位、库存去化，而公司电力成本或低碳电力优势真实存在，吨铝利润弹性可能更清楚；如果铝价上涨同时氧化铝或电力成本上行，低成本优势是否足够抵消成本压力，就是公司页必须回答的问题。
+
+## 3. 关键变量怎么读
+
+| 变量 | 当前线索 | 对云铝股份的含义 | 边界 |
+|---|---|---|---|
+| 铝主线资料 | 铝价、库存、供给扰动和电力成本线索可追溯 | 行业研究入口充分 | DRAFT |
+| LME 铝价 | 3150.00/3160.50 美元/吨 | 外盘价格环境入口 | DRAFT |
+| 国内铝价 | 24240 元/吨、21360 元/吨、2.43-2.45 万元/吨等候选值 | 判断电解铝收入端 | DRAFT，需核口径 |
+| 库存 | 社会库存 140.1 万吨、铝棒 19 万吨、SHFE 527345 吨 | 判断去库和价格弹性 | DATA_PARTIAL |
+| 供给扰动 | 中东电解铝、几内亚铝土矿、LME 俄铝库存 | 判断行业供给紧张程度 | DRAFT |
+
+这些变量的用法是判断云铝股份的低成本属性能不能转成利润：铝价和库存回答行业景气，氧化铝和电力成本回答利润能留下多少，公司官方披露的产能、电力来源和成本口径才回答云铝是否真的比普通电解铝公司更有弹性。
+
+## 4. 前因后果
+
+云铝股份的研究链条可以拆成四步：
+
+1. 库存去化和供给扰动支撑铝价弹性。
+2. 铝价和氧化铝、电力成本共同决定吨铝利润。
+3. 如果公司低成本或绿电优势被官方数据证明，同样铝价下利润弹性可能更强。
+4. 如果需求走弱或成本上行，低成本优势也可能被压缩，不能只凭“绿电/低成本”标签下结论。
+
+因此云铝股份需要用数据验证，不应只按券商样例上下文或公司名称出现频次写结论。
+
+### 4.1 低成本电解铝到底看什么
+
+云铝股份这类公司的核心不是“铝价越高越好”这么简单，而是同样的铝价下，公司能不能比同行留下更多吨铝利润。
+
+铝价和库存回答的是行业有没有景气度：库存继续下降，价格更容易有支撑；库存重新累积，价格弹性会变弱。电力成本、绿电比例和氧化铝采购回答的是公司能不能把景气度转化为利润：如果电力成本稳定、低成本优势真实存在，铝价上行更容易落到利润；如果氧化铝或电力成本上升很快，即使铝价高，利润也可能被成本吃掉。
+
+所以云铝股份的 DRAFT 读法应当是“低成本电解铝样本”，而不是泛泛的铝价弹性标的。后续必须用公司官方披露确认电解铝产能、电力来源、用电成本和氧化铝采购口径；如果这些数据不能支撑低成本属性，就不能把它写成更强的公司读法。
+
+## 5. 横向对比
+
+ 公司类型 代表公司 和云铝股份的区别
+ --- --- ---
+ 一体化铝链 中国铝业 更看铝土矿、氧化铝、电解铝全链条
+ 低成本电解铝 云铝股份、神火股份、天山铝业 更看电力成本、区域资源和吨铝利润
+ 铝加工 南山铝业、明泰铝业 更看加工费、订单和材料产品结构
+
+云铝股份更适合放在低成本电解铝组内横向比较，而不是直接和铝加工公司比较估值或景气。
+
+## 6. 后续核验清单
+
+正式升级前至少要补：
+
+1. 年报或公告中的电解铝产能、产量和权益口径。
+2. 电力来源、用电成本或绿电优势的官方披露。
+3. 主营收入、毛利率和吨铝利润对铝价的敏感性。
+4. 氧化铝采购或自给情况，确认成本端压力。
+5. 公司官方源归档路径、sha256、原文页或表格行。
+
+## 7. 触发条件和失效条件
+
+触发条件：
+
+1. 铝价、库存和成本数据支持电解铝利润改善。
+2. 公司官方披露证明低成本或绿电优势。
+3. 行业去库没有被需求走弱证伪。
+
+失效条件：
+
+1. 社会库存或 SHFE 库存重新累积。
+2. 氧化铝或电力成本上行压缩利润。
+3. 公司低成本属性缺少官方证据。
+4. 研报原文观点被误读成分析员推荐。
+
+## 8. 结论边界
+
+当前只能说：云铝股份是铝链条中需要优先核验电力成本、产能和吨铝利润弹性的公司样本。不能写成买入、卖出、目标价、收益承诺或正式公司结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\214\227\346\226\271\347\250\200\345\234\237.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\214\227\346\226\271\347\250\200\345\234\237.md"
new file mode 100644
index 0000000..c1bf3d7
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\214\227\346\226\271\347\250\200\345\234\237.md"
@@ -0,0 +1,35 @@
+# 北方稀土
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:18:00+08:00
+
+## 1. 先给结论
+
+北方稀土是稀土资源和分离环节的重点深读入口。它的研究含义是：如果稀土主线来自资源、配额和氧化物价格，上游平台型公司应优先核验；但这不等于已经形成正式公司结论。
+
+当前最重要的问题不是“它是不是稀土公司”，而是稀土价格和配额变化能否通过资源、产品结构和成本位置进入公司利润。
+
+## 2. 为什么要把它放在资源端看
+
+第一，资源端回答“谁能拿到供给”。稀土供给受配额、资源整合和政策影响，上游公司比单纯材料公司更直接暴露在资源价格和供给约束上。
+
+第二，分离和产品结构回答“利润留在哪”。如果公司产品集中在氧化物或分离环节，氧化物价格变化更可能影响收入；如果成本上升或下游压价，利润传导会被削弱。
+
+第三，官方披露回答“弹性是否真实”。没有年报、公告和产能口径，不能用研报线索替代正式证据。
+
+## 3. 后续必须核验什么
+
+1. 资源或配额相关口径。
+2. 分离产能、主要产品和产品价格敏感性。
+3. 成本位置和毛利率变化。
+4. 下游客户或销售结构。
+
+## 4. 触发和失效
+
+触发条件：氧化镨钕等价格有可核验上行，供给约束得到政策或数据验证，公司披露显示主营暴露和利润传导清楚。
+
+失效条件：稀土价格回落，配额或供给假设被证伪，公司利润弹性被成本或产品结构抵消。
+
+## 5. 边界
+
+本页不写买卖建议、目标价或收益承诺。当前只能作为 DRAFT 公司观察页，正式结论需要官方来源和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\215\216\345\217\213\351\222\264\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\215\216\345\217\213\351\222\264\344\270\232.md"
new file mode 100644
index 0000000..9c70e2a
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\215\216\345\217\213\351\222\264\344\270\232.md"
@@ -0,0 +1,35 @@
+# 华友钴业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:18:00+08:00
+
+## 1. 先给结论
+
+华友钴业应按钴镍资源、中间品和电池材料复合公司阅读。它不是单纯钴价弹性公司，也不是单纯材料公司，必须拆资源、中间品、材料订单和加工利润。
+
+研究含义是：如果钴镍价格企稳、材料订单改善、加工利润修复，华友钴业的观察价值会上升；如果价格和订单不配合，单一金属价格上涨未必能修复公司利润。
+
+## 2. 为什么要拆资源、中间品和材料
+
+第一，钴镍价格回答原料和资源价值。SMM 中国金属钴和镍价格已有 DRAFT 入口，但价格只是结果。
+
+第二，中间品和材料回答利润留在哪。公司如果在中间品和材料环节有加工利润，不能只看钴价或镍价，还要看加工费、订单和客户。
+
+第三，电池材料需求回答持续性。动力电池和储能需求如果改善，材料端才可能修复；如果终端需求弱，价格反弹可能难以传导。
+
+## 3. 后续必须核验什么
+
+1. 钴、镍资源和中间品产能。
+2. 正极材料或前驱体收入、客户和订单。
+3. 原料价格、加工利润和库存风险。
+4. 年报、公告和客户/项目披露。
+
+## 4. 触发和失效
+
+触发条件：钴镍价格企稳，材料订单改善，加工利润修复，公司官方披露支持产能和客户结构。
+
+失效条件：原料价格波动压缩利润，材料订单不及预期，库存减值或项目进度低于预期。
+
+## 5. 边界
+
+当前保持 DRAFT。公司进入深读入口不是推荐，正式公司结论需要官方源、业务占比和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\215\216\351\222\260\347\237\277\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\215\216\351\222\260\347\237\277\344\270\232.md"
new file mode 100644
index 0000000..160ff53
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\215\216\351\222\260\347\237\277\344\270\232.md"
@@ -0,0 +1,46 @@
+# 华钰矿业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:34:00+08:00
+
+## 1. 观察状态
+
+华钰矿业当前是锑、铅锌、银等资源线索公司，不是交易建议。研报中多次把华钰矿业放入锑或小金属相关队列，但这些表达属于券商原文观点线索，不是分析员推荐。
+
+## 2. 为什么它和锑主线相关
+
+锑主线的关键是资源紧缺、海外大矿减产、全球供应下滑、国内开采配额和阻燃/光伏/军工需求。华钰矿业若有锑资源或海外项目，则可能承接锑价弹性；但必须先核项目权益、产量、达产和成本，不能只凭“相关标的”入选。
+
+## 3. 数据和证据入口
+
+| 证据 | 当前线索 | 公司含义 | 状态 |
+|---|---|---|---|
+| 锑价格 | 锑锭 13.19/17.10 万元/吨、三氧化二锑 144500 元/吨 | 市场价格入口 | DRAFT |
+| 供给 | 海外大矿减产、供应显著下滑、开采配额 | 资源端逻辑 | DRAFT |
+| 公司线索 | 华钰矿业多次出现在锑相关队列 | 深读入口 | BROKER_ORIGINAL_VIEW |
+| 业务暴露 | 锑、铅锌、银等资源线索 | 需拆业务和项目 | DATA_GAP_REVIEW |
+
+## 4. 前因后果
+
+如果锑供给收缩、价格维持高位，资源型公司理论上更敏感；但华钰矿业是否能受益，取决于锑资源权益、项目投产、产量和成本。若项目未达产或业务占比不足，锑价上涨不能直接传导到公司整体利润。
+
+## 5. 横向对比
+
+华钰矿业更偏锑和多金属资源；华锡有色同时有锡和锑产量线索；湖南黄金需要拆黄金、锑、钨业务；锡业股份更偏锡主线。华钰矿业不能用锡业股份的锡价逻辑，也不能用湖南黄金的黄金逻辑替代。
+
+## 6. 后续核验清单
+
+1. 年报或公告中的锑资源、项目权益、产能和达产节奏。
+2. 铅锌、银等业务占比，确认锑逻辑是否足够重要。
+3. 海外项目风险、汇率、运输和政策风险。
+4. 官方源归档路径、hash、原文页或表格行。
+
+## 7. 触发条件和失效条件
+
+触发条件：锑价维持高位；项目权益和产量经官方源确认；业务占比足以传导利润。
+
+失效条件：锑价回落；项目达产不及预期；锑业务占比不足；券商相关标的线索被误读。
+
+## 8. 结论边界
+
+当前只能说：华钰矿业是锑链条中需要核验资源项目和业务占比的公司样本。不能写成买入、卖出、目标价、收益承诺或正式公司结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\215\216\351\224\241\346\234\211\350\211\262.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\215\216\351\224\241\346\234\211\350\211\262.md"
new file mode 100644
index 0000000..9378e66
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\215\216\351\224\241\346\234\211\350\211\262.md"
@@ -0,0 +1,46 @@
+# 华锡有色
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:34:00+08:00
+
+## 1. 观察状态
+
+华锡有色当前是锡锑多金属资源观察公司，不是交易建议。研报中出现锡精矿、铅锑精矿、锑锭产量、锡/锑价格和铜坑矿、高峰矿等资源线索，具备公司深读入口。
+
+## 2. 为什么它和锡锑主线相关
+
+华锡有色的核心不是单一锡价或单一锑价，而是锡、锑、铅锌等多金属资源和产品如何共同影响利润。研报线索显示 2025H1 公司锡精矿产量约 3273.80 吨，铅锑精矿产量约 7845.67 吨，同比 +4.82%，锑锭产量约 408 吨、销售约 170.6 吨；同时锡锭毛利率 24.11%，锑相关毛利率线索为 85.63%。这些都需要回到原表和年报核验。
+
+## 3. 数据和证据入口
+
+| 证据 | 当前线索 | 公司含义 | 状态 |
+|---|---|---|---|
+| 产量 | 锡精矿 3273.80 吨、铅锑精矿 7845.67 吨、锑锭 408 吨 | 资源和产品暴露入口 | DRAFT |
+| 价格 | 锡/锑/锌/铅/铜主要产品价格线索 | 多金属利润影响 | DRAFT |
+| 毛利 | 锡锭毛利率 24.11%，锑线索 85.63% | 判断利润弹性 | 待原表核验 |
+| 资源 | 铜坑矿、高峰矿、佛子冲铅锌矿 | 资源储量入口 | DRAFT |
+
+## 4. 前因后果
+
+锡价上涨会影响锡精矿和锡锭；锑价高位会影响铅锑精矿和锑锭；但华锡有色是多金属公司，必须拆产品和资源占比。若锡锑价格上行但公司对应产量占比低，利润弹性有限；若产量、资源和毛利率都能被官方源确认，才可提高公司结论强度。
+
+## 5. 横向对比
+
+华锡有色比锡业股份更偏多金属资源，和华钰矿业同样需要核锑资源和项目，但华锡有色的锡线索更强；与湖南黄金相比，华锡有色更直接处在锡锑资源和冶炼链条，湖南黄金则必须先拆黄金主业和小金属线索。
+
+## 6. 后续核验清单
+
+1. 年报或公告中的锡精矿、铅锑精矿、锑锭产量和销量。
+2. 铜坑矿、高峰矿、佛子冲铅锌矿资源储量和权益。
+3. 锡锭、锑产品毛利率和价格敏感性。
+4. 官方源归档路径、hash、原文页或表格行。
+
+## 7. 触发条件和失效条件
+
+触发条件：锡锑价格维持高位；产量和资源口径经官方源确认；毛利率能反映价格弹性。
+
+失效条件：锡锑价格回落；多金属业务导致弹性被稀释；原始表格或官方源无法核验。
+
+## 8. 结论边界
+
+当前只能说：华锡有色是锡锑链条中需要重点核验多金属资源、产量和毛利率的公司样本。不能写成买入、卖出、目标价、收益承诺或正式公司结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\216\246\351\227\250\351\222\250\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\216\246\351\227\250\351\222\250\344\270\232.md"
new file mode 100644
index 0000000..ea2b03d
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\216\246\351\227\250\351\222\250\344\270\232.md"
@@ -0,0 +1,36 @@
+# 厦门钨业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:33:00+08:00
+
+## 1. 先给结论
+
+厦门钨业适合作为钨、稀土和材料复合型公司的观察页。它不能只按“钨价上涨”阅读，因为公司业务可能同时受钨资源、钨材料、稀土和其他材料业务影响。
+
+当前研究含义是：厦门钨业的关键不是有没有钨线索，而是钨业务在公司利润中占多少、材料端能否转嫁成本、稀土等其他业务是否会稀释钨价弹性。
+
+## 2. 为什么必须拆业务线
+
+第一，钨资源和钨材料的利润逻辑不同。资源端更直接受钨价影响，材料端还要看原料成本、加工利润和客户订单。
+
+第二，复合业务会稀释单一金属弹性。如果稀土或其他材料业务占比高，钨价上涨不一定主导公司利润。
+
+第三，产品结构决定风险。APT、钨粉、硬质合金和其他材料面对的客户和利润率不同，不能用一个钨价代表全部业务。
+
+## 3. 后续必须核验什么
+
+1. 钨业务收入、毛利和产品结构。
+2. 钨矿、APT、钨粉、硬质合金相关产能和权益。
+3. 稀土和其他材料业务与钨业务的边界。
+4. 钨价上涨对公司利润的敏感性。
+5. 官方源、原文页、表格行和数值一致性。
+
+## 4. 触发和失效
+
+触发条件：钨价格链条继续有支撑，钨业务占比和利润贡献足够，公司材料端具备成本传导或产品壁垒。
+
+失效条件：钨业务占比不足，利润被其他业务主导，原料涨价压缩材料端毛利，或官方源无法支持研报线索。
+
+## 5. 边界
+
+当前只能说：厦门钨业是钨链条中需要拆业务线核验的复合型公司样本。不能写成买入、卖出、目标价、收益承诺或正式公司结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\244\251\345\261\261\351\223\235\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\244\251\345\261\261\351\223\235\344\270\232.md"
new file mode 100644
index 0000000..6c9856a
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\244\251\345\261\261\351\223\235\344\270\232.md"
@@ -0,0 +1,35 @@
+# 天山铝业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:27:00+08:00
+
+## 1. 先给结论
+
+天山铝业适合作为电解铝和铝加工一体化公司的观察页。它不能用“被研报提及多”来证明价值，真正要看的是电解铝产能、成本位置、铝加工结构和铝价库存变化如何传导到利润。
+
+当前读法是：如果铝价有支撑、库存压力缓和、成本优势和加工业务稳定性被官方资料验证，天山铝业才具备进一步深读价值。
+
+## 2. 为什么要看产能、成本和加工结构
+
+第一，电解铝产能决定收入弹性。铝价上涨只有通过公司实际产量和销量才能转成收入。
+
+第二，成本位置决定利润留存。电力、氧化铝和运输等成本如果高，铝价上涨的收益会被成本吃掉；成本低才更可能转成吨铝利润。
+
+第三，铝加工结构决定波动缓冲。加工业务可能降低单纯铝价波动对公司的影响，但也会引入订单、客户和加工费变量。
+
+## 3. 后续必须核验什么
+
+1. 电解铝产能、产量、销量和产能利用率。
+2. 氧化铝、电力、运输等成本口径。
+3. 铝加工业务收入、利润、客户和订单稳定性。
+4. 年报、公告和交易所披露中的原文页。
+
+## 4. 触发和失效
+
+触发条件：铝价有支撑，库存下降或需求改善，成本优势和加工业务稳定性得到官方披露支持。
+
+失效条件：铝价回落，库存累积，成本上升，加工订单下滑，或主营占比和成本优势无法被核验。
+
+## 5. 边界
+
+当前保持 DRAFT。公司进入深读入口不是推荐，正式公司结论需要官方源、业务占比、产能成本和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\244\251\351\275\220\351\224\202\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\244\251\351\275\220\351\224\202\344\270\232.md"
new file mode 100644
index 0000000..f37d5d8
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\244\251\351\275\220\351\224\202\344\270\232.md"
@@ -0,0 +1,35 @@
+# 天齐锂业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:18:00+08:00
+
+## 1. 先给结论
+
+天齐锂业应按锂资源和锂盐公司阅读。它的核心变量是锂矿权益、成本位置、锂盐价格和财务弹性，而不是简单跟随锂价做判断。
+
+研究含义是：如果锂价从低位企稳，同时公司资源成本和产能口径得到官方验证，天齐锂业的观察价值会上升；如果锂价继续磨底或成本压力大，资源属性也未必转成利润。
+
+## 2. 为什么资源公司也要看周期
+
+第一，资源权益决定价格弹性的承接能力。公司有资源不等于马上受益，还要看权益比例、产量、成本和销售节奏。
+
+第二，锂价决定收入端。SMM 和 Trading Economics 已有 DRAFT 锂价入口，但正式结论需要日期、单位和原始表格行核验。
+
+第三，低价周期会考验财务和项目节奏。资源公司如果资本开支高、负债压力大，低价会影响利润和现金流。
+
+## 3. 后续必须核验什么
+
+1. 核心锂矿权益和产量口径。
+2. 锂盐产能、销量和成本。
+3. 财务费用、现金流和项目资本开支。
+4. 年报、公告和交易所披露中的原文页。
+
+## 4. 触发和失效
+
+触发条件：锂价企稳，库存下降，资源成本优势明确，官方披露支持产量和利润弹性。
+
+失效条件：锂价继续下行，库存消化慢，项目或财务压力抵消资源弹性。
+
+## 5. 边界
+
+当前只能作为 DRAFT 深读入口，不构成正式公司结论、交易建议或目标价判断。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\261\261\344\270\234\351\273\204\351\207\221.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\261\261\344\270\234\351\273\204\351\207\221.md"
new file mode 100644
index 0000000..001ba4f
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\345\261\261\344\270\234\351\273\204\351\207\221.md"
@@ -0,0 +1,35 @@
+# 山东黄金
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:22:00+08:00
+
+## 1. 先给结论
+
+山东黄金适合作为黄金资源端公司的深读入口。它的研究重点不是“金价上涨就买黄金股”，而是金价、矿山产量、单位成本和资源增量能否共同转成公司利润。
+
+当前研究含义是：山东黄金可以放在黄金资源公司观察池中，但必须等公司官方披露支持产量、成本和资源增量后，才能进一步判断利润弹性。
+
+## 2. 为什么黄金公司要看产量和成本
+
+第一，金价回答外部定价。LBMA、上金所、COMEX 等来源入口可以帮助观察金价和库存，但金价只是外部市场结果。
+
+第二，产量回答公司能卖多少。黄金资源公司如果产量没有增长，金价上涨对利润的贡献会受限。
+
+第三，成本回答利润能留下多少。金价上涨只有超过矿山开采、冶炼和管理成本后，才会转化为利润弹性；如果成本同步上升，股东看到的利润改善会打折。
+
+## 3. 后续必须核验什么
+
+1. 年度黄金产量、销量和矿山资源量。
+2. 单位成本、全维持成本或可比成本口径。
+3. 资源增量、并购整合和项目进度。
+4. 年报、公告和交易所披露中的原文页。
+
+## 4. 触发和失效
+
+触发条件：金价维持高位，产量或资源增量兑现，成本没有明显侵蚀价格弹性。
+
+失效条件：金价回落，产量不及预期，成本上升，资源扩张低于预期，或官方披露无法支持研报线索。
+
+## 5. 边界
+
+当前保持 DRAFT。黄金资源端观察不是买入建议，也不是正式公司结论；正式输出前必须完成公司官方源和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\346\261\237\350\245\277\351\223\234\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\346\261\237\350\245\277\351\223\234\344\270\232.md"
new file mode 100644
index 0000000..66ba33a
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\346\261\237\350\245\277\351\223\234\344\270\232.md"
@@ -0,0 +1,57 @@
+# 江西铜业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T11:22:00+08:00
+
+## 1. 投资读法 / 观察状态
+
+观察状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR。江西铜业是铜链条里的综合铜企观察样本，重点不是简单押注铜价，而是拆清铜矿、冶炼、铜材和副产品之间的利润传导。当前只能作为公司深读入口，不构成买入、卖出、目标价、收益承诺或正式公司结论。
+
+## 2. 核心逻辑
+
+江西铜业的读法要分两层：如果铜价上涨来自矿端偏紧，资源权益更重要；如果 TC/RC 修复、冶炼加工费改善，冶炼环节弹性更重要。后续应确认主营占比、资源或产能、成本位置、价格敏感性和公司公告/年报/交易所披露是否支持研报线索。
+
+## 3. 证据入口
+
+当前依据主要来自公司视图草稿、铜链条市场数据、原研报铜线索、公司官方来源补充入口和券商原文观点分账清单。含券商“关注/标的列举”表达的内容只作为原文观点线索，不进入分析员结论字段。
+
+## 4. 需要拆清的业务暴露
+
+需要核验的不是“是否属于铜公司”这个标签，而是主营金属、核心资产、产能或权益资源、产品结构、客户或下游、成本位置和价格敏感性。
+
+对用户来说，江西铜业需要回答的不是“是不是铜公司”，而是“铜价、库存和 TC/RC 变化后，利润留在哪个环节”。如果公司自有矿比例较高，铜价和矿端偏紧更容易传导到资源利润；如果冶炼占比较高，TC/RC、硫酸等副产品、库存和套保会显著影响利润表现。这个问题不拆清，就不能直接把铜价上涨转写成公司受益。
+
+## 5. 利润弹性
+
+利润弹性需要同时看商品价格、产量、成本和业务占比。对江西铜业尤其要看三条链：
+
+1. 资源链：铜矿权益和矿产铜产量决定它能否承接资源端利润。
+2. 冶炼链：TC/RC、硫酸副产品和冶炼开工决定加工利润。
+3. 材料链：铜材需求、加工费和下游订单决定产业链末端弹性。
+
+若官方披露不能拆出这些业务暴露，必须保持 `DATA_GAP_REVIEW`。
+
+## 6. 资源或技术壁垒
+
+待补官方来源：年报、公告、交易所披露、公司官网或 IR 文件。媒体入口只可作为定位线索，不能作为正式证据。
+
+优先核验：年报中的铜矿资源、阴极铜/铜材产量、冶炼加工费敏感性、硫酸等副产品贡献、套保和贸易口径。没有这些字段，江西铜业只能作为综合铜企样本，不能升级为正式公司结论。
+
+## 7. 触发条件
+
+1. 公司官方披露与研报线索一致。
+2. 铜价、库存和 TC/RC 数据共同支持利润弹性。
+3. 主营占比、矿产铜或冶炼产能足以承接铜链条逻辑。
+4. 股价和估值没有完全透支研究逻辑。
+
+## 8. 失效条件和风险
+
+1. 官方来源无法归档或与研报线索不一致。
+2. 铜价回落或库存累积，削弱行业景气。
+3. TC/RC 变化不利，冶炼利润被压缩。
+4. 主营暴露弱，利润弹性不能传导。
+5. 券商原文观点被误读为分析员结论。
+
+## 9. 后续跟踪
+
+补年报/公告原文页、业务占比、产能、成本、价格敏感性和数值一致性，再决定是否从 DRAFT 公司页升级为更强的公司读法或正式公司结论前置材料。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\346\264\233\351\230\263\351\222\274\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\346\264\233\351\230\263\351\222\274\344\270\232.md"
new file mode 100644
index 0000000..395f2cd
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\346\264\233\351\230\263\351\222\274\344\270\232.md"
@@ -0,0 +1,35 @@
+# 洛阳钼业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:22:00+08:00
+
+## 1. 先给结论
+
+洛阳钼业适合作为多金属资源公司的深读入口。它不能只按“钼公司”或“钨线索”阅读，因为公司同时涉及铜、钴、钼、钨等资源暴露，真正需要判断的是不同金属价格和产量变化最终落到哪条业务线。
+
+当前研究含义是：洛阳钼业更像资源组合型观察样本，而不是单一金属价格弹性样本。只有当铜钴钼钨的价格、产量、成本和业务占比都能被官方披露核验时，才适合进一步写公司利润弹性。
+
+## 2. 为什么要拆多金属业务
+
+第一，金属价格回答的是外部景气。铜、钴、钼、钨价格分别对应不同下游和供需周期，不能把其中一个品种上涨直接推成公司整体利润改善。
+
+第二，业务占比回答的是价格能不能传导到公司。即使某个品种价格表现强，如果该品种在公司收入或利润中占比不高，对公司整体影响也会被稀释。
+
+第三，产量和成本回答的是公司能留住多少利润。资源公司真正的弹性来自“价格上涨 + 权益产量 + 成本位置”共同成立；只看品种概念会跳过最关键的利润留存环节。
+
+## 3. 后续必须核验什么
+
+1. 铜、钴、钼、钨各业务的收入、利润或产量占比。
+2. 核心矿山权益、产量、成本和项目进度。
+3. 钨业务相关线索是否来自公司官方披露，而不是媒体或研报提及。
+4. 年报、公告、交易所披露或公司官网资料中的原文页和数值口径。
+
+## 4. 触发和失效
+
+触发条件：多个资源品种价格改善，同时官方披露显示公司在对应品种上有足够产量、成本优势和利润占比。
+
+失效条件：强势品种不是公司主利润来源，核心项目进度低于预期，成本上升吞掉价格弹性，或官方资料无法支持研报线索。
+
+## 5. 边界
+
+当前只作为 DRAFT 公司观察页。公司进入深读入口不是推荐，不能写成买入、卖出、目标价或正式公司结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\346\271\226\345\215\227\351\273\204\351\207\221.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\346\271\226\345\215\227\351\273\204\351\207\221.md"
new file mode 100644
index 0000000..1222b2a
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\346\271\226\345\215\227\351\273\204\351\207\221.md"
@@ -0,0 +1,36 @@
+# 湖南黄金
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:33:00+08:00
+
+## 1. 先给结论
+
+湖南黄金适合作为黄金、锑、钨多线索公司的观察页。它不能被简单归为钨公司或锑公司，因为黄金主业、小金属项目和新增产能需要分账阅读。
+
+当前研究含义是：湖南黄金有小金属深读价值，但在官方资料确认锑、钨项目和新增产能对利润的影响前，只能作为 DRAFT 公司样本。
+
+## 2. 为什么必须分账
+
+第一，黄金主业和小金属逻辑不同。黄金主要受金价、产量和成本影响；锑、钨更受供给约束、项目进度和小金属价格影响。
+
+第二，新装置或新增产能必须看具体产品。只有知道新增的是哪种产品、设计产能是多少、何时达产，才能判断对收入和利润的影响。
+
+第三，相关标的线索不能直接变成公司结论。只有公司官方公告、年报或交易所披露能把项目、产能和业务占比讲清楚，才可以升级为正式公司证据。
+
+## 3. 后续必须核验什么
+
+1. 新装置投产的官方公告、产品、产能和达产节奏。
+2. 黄金、锑、钨业务收入、毛利和产量占比。
+3. 相关矿山或项目权益。
+4. 公司官方源归档路径、hash、原文页或表格行。
+5. 券商“关注/相关标的”原文分账，避免写成分析员推荐。
+
+## 4. 触发和失效
+
+触发条件：官方源确认锑/钨项目或新装置对利润有实质影响，小金属价格和供需数据支持利润弹性，业务占比足以传导到公司整体。
+
+失效条件：小金属业务占比低，无法影响整体利润；官方源无法归档或与研报线索不一致；新增产能投产或达产低于预期。
+
+## 5. 边界
+
+当前只能说：湖南黄金是小金属链条中需要优先拆分黄金、锑、钨业务并核官方源的公司样本。不能写成买入、卖出、目标价、收益承诺或正式公司结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\233\233\345\222\214\350\265\204\346\272\220.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\233\233\345\222\214\350\265\204\346\272\220.md"
new file mode 100644
index 0000000..08fdf33
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\233\233\345\222\214\350\265\204\346\272\220.md"
@@ -0,0 +1,35 @@
+# 盛和资源
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:18:00+08:00
+
+## 1. 先给结论
+
+盛和资源适合作为稀土资源、分离和贸易复合型公司的深读入口。它的公司读法不能只看稀土价格，还要拆清楚资源、分离、贸易或其他业务分别贡献多少利润。
+
+换句话说，它不是纯粹的“稀土价格弹性”标签。只有当官方披露证明主营暴露和利润传导足够清楚时，才能提高结论强度。
+
+## 2. 为什么要拆业务线
+
+第一，资源和分离业务可能受益于稀土价格和供给约束。价格上行如果能传到产品售价，利润弹性更清楚。
+
+第二，贸易或复合业务可能稀释价格弹性。贸易规模大不代表利润弹性大，收入体量和利润贡献要分开看。
+
+第三，海外资源或合作项目需要额外核验。项目权益、产能、成本和投产节奏如果不清楚，不能把项目故事写成确定利润。
+
+## 3. 后续必须核验什么
+
+1. 各业务收入和毛利占比。
+2. 稀土资源、分离产能、贸易业务和项目权益。
+3. 氧化物价格变化对公司利润的敏感性。
+4. 年报、公告、交易所披露或官网资料。
+
+## 4. 触发和失效
+
+触发条件：稀土价格和供给约束有数据验证，公司官方披露显示资源/分离业务利润占比明确。
+
+失效条件：业务结构以低毛利贸易或非稀土业务为主，价格弹性不能进入利润，或项目进度低于预期。
+
+## 5. 边界
+
+当前保持 DRAFT。券商原文观点只能作为线索，不能进入分析员结论字段。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\245\236\347\201\253\350\202\241\344\273\275.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\245\236\347\201\253\350\202\241\344\273\275.md"
new file mode 100644
index 0000000..6ca8db0
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\245\236\347\201\253\350\202\241\344\273\275.md"
@@ -0,0 +1,35 @@
+# 神火股份
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:27:00+08:00
+
+## 1. 先给结论
+
+神火股份适合作为铝链条中成本曲线公司的观察页。它的研究重点不是“铝价涨了就受益”，而是电解铝价格、氧化铝成本、电力成本和煤电铝一体化能力能否共同支撑吨铝利润。
+
+当前读法是：如果铝价维持有利位置，氧化铝和电力成本可控，公司产能和成本优势能被官方披露验证，神火股份的研究优先级才会上升。
+
+## 2. 为什么成本曲线比单看铝价重要
+
+第一，铝价回答收入端。LME、SMM、SHFE 铝价可以观察市场定价，但价格本身不能说明公司利润能留下多少。
+
+第二，氧化铝和电力回答成本端。电解铝利润主要由“铝价减去氧化铝、电力等成本”决定；如果成本同步上升，铝价上涨不一定带来利润改善。
+
+第三，煤电铝一体化回答抗波动能力。如果公司电力或原料成本更稳定，在价格波动中可能比普通电解铝公司更能保住利润；但这必须用公司官方披露核验。
+
+## 3. 后续必须核验什么
+
+1. 电解铝产能、产量和销量。
+2. 氧化铝采购或自给情况、电力成本和煤电铝一体化口径。
+3. 铝业务收入、利润占比和成本优势。
+4. 年报、公告和交易所披露中的原文页。
+
+## 4. 触发和失效
+
+触发条件：铝价有支撑，库存压力缓和，氧化铝和电力成本受控，公司官方资料支持成本优势。
+
+失效条件：铝价回落，氧化铝或电力成本上升，产能受限，成本优势无法被官方资料证明。
+
+## 5. 边界
+
+当前保持 DRAFT。成本曲线观察不是买入建议；正式输出前必须补公司官方源、产能成本、业务占比和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\253\240\346\272\220\351\222\250\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\253\240\346\272\220\351\222\250\344\270\232.md"
new file mode 100644
index 0000000..9067a70
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\253\240\346\272\220\351\222\250\344\270\232.md"
@@ -0,0 +1,60 @@
+# 章源钨业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:20:00+08:00
+
+## 1. 观察状态
+
+章源钨业当前是钨链条中“资源端和钨制品”方向的观察公司，不是交易建议。研报中公司多作为钨相关标的线索出现；正式公司结论仍需资源、产能、业务占比和官方披露核验。
+
+## 2. 为什么它和钨主线相关
+
+钨价上涨首先影响资源端和钨精矿。如果公司拥有钨资源、钨精矿或钨制品能力，则可能更直接承接矿价上涨；如果公司更多在中游制品，利润还要看原料涨价能否向产品端传导。因此章源钨业的核心问题是：它在资源端和钨制品端的真实暴露有多大。
+
+## 3. 数据和证据入口
+
+| 证据 | 当前线索 | 对公司的含义 | 状态 |
+|---|---|---|---|
+| 钨价格链条 | 钨精矿、APT、碳化钨粉均有上涨线索 | 影响资源和制品端弹性 | DATA_PARTIAL |
+| 相关标的线索 | 与中钨高新、厦门钨业、佳鑫国际资源等同列 | 只是原文观点线索 | BROKER_ORIGINAL_VIEW |
+| 供给约束 | 钨矿开采总量控制、战略资源属性 | 资源端公司可能更敏感 | DRAFT |
+| 下游需求 | 硬质合金、刀具、高端制造 | 判断制品端能否传导成本 | DRAFT |
+
+## 4. 前因后果
+
+如果钨矿供给受限，钨精矿价格上行，资源端公司理论上更直接受益；但如果公司制品端占比更高，则原料价格上涨也可能先表现为成本压力。章源钨业的公司页必须回答“资源端收益”和“制品端成本传导”哪个更重要。
+
+## 5. 横向对比
+
+| 公司 | 角色 | 与章源钨业的区别 |
+|---|---|---|
+| 章源钨业 | 资源端和钨制品观察 | 更需要核矿山、钨精矿和制品占比 |
+| 中钨高新 | 硬质合金和精密工具 | 更看技术壁垒和产品传导 |
+| 厦门钨业 | 钨和稀土复合型 | 更需要拆多业务线 |
+| 湖南黄金 | 黄金、锑、钨多线索 | 更需要拆小金属项目真实性 |
+
+## 6. 后续核验清单
+
+1. 年报或公告中的钨资源储量、权益、产能和产量。
+2. 钨精矿、APT、钨粉、钨制品收入和毛利。
+3. 原料自给率和外购原料比例。
+4. 产品涨价能力和下游客户结构。
+5. 官方源归档路径、hash、原文页或表格行。
+
+## 7. 触发条件和失效条件
+
+触发条件：
+
+1. 钨精矿价格继续上行。
+2. 公司资源或钨制品暴露被官方源确认。
+3. 产品端能够传导原料涨价。
+
+失效条件：
+
+1. 钨价回落。
+2. 公司资源端暴露不足。
+3. 制品端毛利被原料涨价压缩。
+
+## 8. 结论边界
+
+当前只能说：章源钨业是钨链条中需要核验资源端和制品端暴露的公司样本。不能写成买入、卖出、目标价、收益承诺或正式公司结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\264\253\351\207\221\347\237\277\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\264\253\351\207\221\347\237\277\344\270\232.md"
new file mode 100644
index 0000000..4f4d87e
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\347\264\253\351\207\221\347\237\277\344\270\232.md"
@@ -0,0 +1,48 @@
+# 紫金矿业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:33:00+08:00
+
+## 1. 先给结论
+
+紫金矿业适合作为有色资源端多金属公司的深读样本。它的研究价值不在于“出现次数多”，而在于铜、金、锂等多条有色主线都能落到矿山资源、权益产量、成本和项目达产上。
+
+当前不是正式公司结论。更准确的读法是：紫金矿业是观察“资源端利润弹性如何形成”的样本，必须把铜、金、锂三层拆开看。
+
+## 2. 为什么不能只看铜价或金价
+
+第一，价格只是外部环境。铜价、金价或锂价上涨说明市场给资源更高定价，但不说明公司有多少权益产量、成本多少、项目能否按时达产。
+
+第二，矿山和权益产量决定公司能承接多少价格弹性。以巨龙铜矿为例，当前 DRAFT 线索显示 2025 年全年铜产量 19.38 万吨、销量 19.37 万吨、净利润 91.41 亿元，2026 年 1 月 23 日二期工程投产，二期达产后矿产铜年产量口径为 30-35 万吨。这个案例真正说明的是：资源公司利润弹性来自矿山产量、权益、成本和达产节奏共同作用，而不是只来自铜价。
+
+第三，多金属组合会带来分散和复杂性。铜、金、锂分别受不同周期影响；锂项目弹性可能大，但政治、仲裁、权益和投产节奏不确定，不能和成熟铜金矿山同等强度地写。
+
+## 3. 公司读法拆成三层
+
+1. 铜：看巨龙铜矿等核心资产的产量、权益、成本和达产进度，这决定铜价能否落到公司利润。
+2. 金：看矿产金产量、金价和成本，它提供另一条资源价格弹性。
+3. 锂：看 Manono 等项目的权益、投产和法律风险，弹性大但不确定性也高。
+
+其他金属只能作为补充线索，正式写作前必须确认业务占比和利润贡献。
+
+## 4. 横向对比怎么读
+
+紫金矿业要和不同类型公司分开比较：
+
+1. 和江西铜业、铜陵有色比：紫金更偏资源端，后两者更需要看冶炼加工费、副产品、套保和库存。
+2. 和中国铝业、云铝股份比：铝公司主变量是氧化铝和电力成本，紫金主变量是矿山资源和项目达产。
+3. 和赣锋锂业、天齐锂业比：锂公司更集中于锂周期，紫金则是多金属组合。
+
+这个对比的目的不是排名，而是防止把所有有色公司都写成“金属涨价受益”。
+
+## 5. 触发和失效
+
+触发条件：铜价、金价与供需数据支持资源端景气，巨龙铜矿等核心资产产量、成本和权益数据被官方源确认，锂项目进度和法律风险有明确披露。
+
+失效条件：铜价、金价回落，库存累积显示需求承接不足，巨龙铜矿或海外项目进度低于预期，锂项目政治/仲裁风险上升，官方年报或公告无法支持 DRAFT 线索。
+
+## 6. 边界
+
+当前可以说：紫金矿业是有色资源端多金属公司深读样本，铜、金、锂是主要拆解方向。
+
+当前不能说：紫金矿业已经形成正式投资结论，或者可以买入、卖出、给目标价、给收益承诺。正式输出前仍需归档公司年报和业绩材料，抽取矿产铜、矿产金、锂项目、成本、资本开支和核心矿山表格行。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\350\265\243\351\224\213\351\224\202\344\270\232.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\350\265\243\351\224\213\351\224\202\344\270\232.md"
new file mode 100644
index 0000000..1fba46d
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\350\265\243\351\224\213\351\224\202\344\270\232.md"
@@ -0,0 +1,35 @@
+# 赣锋锂业
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:18:00+08:00
+
+## 1. 先给结论
+
+赣锋锂业应作为锂资源和锂盐一体化公司的深读入口。它的研究重点不是“锂价低位就反转”，而是资源成本、锂盐价格、项目进度和现金流能否支撑公司穿越低价周期。
+
+当前不是买入或卖出判断。更准确的读法是：如果锂价企稳、库存消化、低成本资源优势被验证，赣锋锂业这类公司才可能提高研究优先级。
+
+## 2. 为什么不能只看锂价
+
+第一，锂价只回答市场结果。SMM 工业级碳酸锂和电池级碳酸锂已有 DRAFT 价格入口，但价格本身不能证明公司利润修复。
+
+第二，资源和成本决定低价周期中的抗压能力。公司如果资源成本低、项目节奏可控，低价时期压力较小；如果项目资本开支大、成本高，低价会压缩利润。
+
+第三，锂盐加工和客户结构决定价格能否传导。资源价格企稳后，还要看锂盐产能、加工利润和客户需求。
+
+## 3. 后续必须核验什么
+
+1. 锂资源权益、产能和项目投产时间。
+2. 锂盐产能、产销和加工利润。
+3. 成本曲线和现金流压力。
+4. 年报、公告、交易所披露或官网资料。
+
+## 4. 触发和失效
+
+触发条件：锂价企稳，库存下降，项目进度符合预期，官方披露显示资源成本和产能有优势。
+
+失效条件：锂价继续下行，库存压力不降，项目投产慢或成本高，利润修复被证伪。
+
+## 5. 边界
+
+当前保持 DRAFT。未完成官方源和数值一致性核验前，本页只能作为公司观察页，不是正式公司结论前置材料。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\350\265\244\345\263\260\351\273\204\351\207\221.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\350\265\244\345\263\260\351\273\204\351\207\221.md"
new file mode 100644
index 0000000..ae42aa6
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\350\265\244\345\263\260\351\273\204\351\207\221.md"
@@ -0,0 +1,35 @@
+# 赤峰黄金
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:22:00+08:00
+
+## 1. 先给结论
+
+赤峰黄金适合作为黄金弹性公司观察页。它的研究重点不是“黄金主题”，而是矿山产量、成本、资源扩张和金价变化能否共同放大利润弹性。
+
+当前读法是：赤峰黄金可以进入黄金公司深读队列，但在矿山产量、成本和资源项目没有官方核验前，不能写成正式公司判断。
+
+## 2. 为什么弹性公司更要看兑现
+
+第一，金价上涨只是外部条件。它给所有黄金公司提供收入端支撑，但不自动区分哪家公司弹性更强。
+
+第二，矿山产量决定弹性大小。产量越能兑现，金价上涨越容易转成收入；产量不稳时，价格弹性会被运营波动抵消。
+
+第三，成本和项目决定风险。高成本、项目延迟或资源扩张不及预期，都会让“黄金弹性”变成不确定性。
+
+## 3. 后续必须核验什么
+
+1. 核心矿山产量、销量和成本。
+2. 资源扩张、并购或项目达产进度。
+3. 黄金收入和利润占比。
+4. 年报、公告和交易所披露中的原文页。
+
+## 4. 触发和失效
+
+触发条件：金价维持有利位置，矿山产量兑现，成本受控，资源项目进度清楚。
+
+失效条件：金价回落，矿山运营不及预期，成本抬升，项目延期或公司黄金业务占比不足。
+
+## 5. 边界
+
+当前保持 DRAFT。黄金弹性观察不等于买入建议；正式输出前必须补公司官方源、业务占比、产量成本和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\207\221\345\212\233\346\260\270\347\243\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\207\221\345\212\233\346\260\270\347\243\201.md"
new file mode 100644
index 0000000..56c1e43
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\207\221\345\212\233\346\260\270\347\243\201.md"
@@ -0,0 +1,35 @@
+# 金力永磁
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:18:00+08:00
+
+## 1. 先给结论
+
+金力永磁应按稀土永磁材料公司阅读，而不是按资源公司阅读。它的关键不是有没有稀土资源，而是能否把下游需求、客户结构和高性能磁材能力转成订单和利润。
+
+这意味着：如果稀土价格上涨但磁材订单和成本传导不好，材料端未必受益；如果新能源车、风电、机器人或军工需求真实改善，磁材公司的研究优先级才会上升。
+
+## 2. 为什么磁材端和资源端不同
+
+第一，资源端看供给和价格，磁材端看订单和客户。金力永磁的重点应是高性能钕铁硼、客户结构、认证和应用场景。
+
+第二，原料涨价可能是双刃剑。稀土氧化物涨价能说明行业景气，但也会抬高磁材成本；只有公司能向客户传导成本，利润才可能改善。
+
+第三，技术和客户壁垒决定持续性。磁材公司如果有高端客户和稳定订单，需求兑现的可靠性更高；否则容易停留在题材层面。
+
+## 3. 后续必须核验什么
+
+1. 高性能磁材收入占比和产能。
+2. 新能源车、风电、机器人、节能电机等客户结构。
+3. 原材料价格上涨后的成本传导能力。
+4. 年报、公告或客户认证材料。
+
+## 4. 触发和失效
+
+触发条件：磁材订单改善，原料成本可传导，高性能产品占比提高，官方披露支持研报线索。
+
+失效条件：稀土原料涨价压缩毛利，下游订单不及预期，客户认证或产品结构不足以支撑高端磁材逻辑。
+
+## 5. 边界
+
+当前保持 DRAFT。它是磁材端观察公司，不是稀土资源端替代品，也不是交易建议。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\207\221\351\222\274\350\202\241\344\273\275.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\207\221\351\222\274\350\202\241\344\273\275.md"
new file mode 100644
index 0000000..f014145
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\207\221\351\222\274\350\202\241\344\273\275.md"
@@ -0,0 +1,35 @@
+# 金钼股份
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:22:00+08:00
+
+## 1. 先给结论
+
+金钼股份适合作为钼资源和钼制品链条的公司深读入口。它的研究重点不是“钼价涨了公司就一定受益”，而是钼价、产量、产品结构、成本和下游需求能否共同支撑利润。
+
+当前只能写成观察状态：如果钼价有支撑，特钢、高温合金、能源装备等需求能承接，同时公司产量和成本口径得到官方验证，金钼股份的研究价值会上升。
+
+## 2. 为什么钼公司不能只看钼价
+
+第一，钼价回答收入端。价格上涨说明市场愿意给钼资源更高定价，但不说明公司销量、产品结构和成本是否同步改善。
+
+第二，产品结构回答利润留在哪。钼精矿、钼铁、钼化工或深加工产品的利润位置不同，不能只用一个钼价代表全部业务。
+
+第三，下游需求回答持续性。钼需求主要跟钢铁升级、高温合金、能源装备等场景相关；如果需求只是短期补库，价格弹性可能不持续。
+
+## 3. 后续必须核验什么
+
+1. 钼资源储量、权益、产量和销量。
+2. 钼制品结构、加工利润和成本位置。
+3. 下游需求是否来自特钢、高温合金或能源装备等真实场景。
+4. 年报、公告和交易所披露中的业务占比和原文页。
+
+## 4. 触发和失效
+
+触发条件：钼价维持强势，下游需求不是一次性补库，公司官方披露支持产量、产品结构和成本优势。
+
+失效条件：钼价回落，下游需求承接不足，公司主营暴露或成本优势不足，或官方资料不能支持研报线索。
+
+## 5. 边界
+
+当前保持 DRAFT。钼主线观察不等于正式公司结论，更不等于交易建议、目标价或收益承诺。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\223\234\351\231\265\346\234\211\350\211\262.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\223\234\351\231\265\346\234\211\350\211\262.md"
new file mode 100644
index 0000000..dcc8652
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\223\234\351\231\265\346\234\211\350\211\262.md"
@@ -0,0 +1,58 @@
+# 铜陵有色
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T11:22:00+08:00
+
+## 1. 投资读法 / 观察状态
+
+观察状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR。铜陵有色是铜链条里的冶炼和资源复合观察样本，重点是权益矿、冶炼加工费、副产品收益和库存变化如何共同影响利润。当前只能作为公司深读入口，不构成买入、卖出、目标价、收益承诺或正式公司结论。
+
+## 2. 核心逻辑
+
+铜陵有色的核心读法不是“铜价涨就受益”，而是要判断公司利润主要来自冶炼加工费、副产品、权益资源还是贸易/库存收益。后续应确认主营占比、资源或产能、成本位置、价格敏感性和公司公告/年报/交易所披露是否支持研报线索。
+
+## 3. 证据入口
+
+当前依据主要来自公司视图草稿、铜链条市场数据、原研报铜线索、公司官方来源补充入口和券商原文观点分账清单。含券商“关注/标的列举”表达的内容只作为原文观点线索，不进入分析员结论字段。
+
+## 4. 需要拆清的业务暴露
+
+需要核验的不是“是否属于铜公司”这个标签，而是主营金属、核心资产、产能或权益资源、产品结构、客户或下游、成本位置和价格敏感性。
+
+对用户来说，铜陵有色要回答的是“它更像资源端公司，还是更像冶炼加工公司”。如果权益矿和资源自给占比较高，铜价和矿端偏紧能更直接传导到利润；如果冶炼占比更高，TC/RC、硫酸副产品、库存和套保就比铜价本身更关键。这个定位不清，后续所有公司判断都会偏。
+
+## 5. 利润弹性
+
+利润弹性需要同时看商品价格、产量、成本和业务占比。对铜陵有色尤其要看四项：
+
+1. 权益矿和资源自给率：决定能否分享资源端利润。
+2. 冶炼加工费：决定冶炼环节是不是被矿端挤压。
+3. 硫酸等副产品：决定冶炼利润是否有额外缓冲。
+4. 库存和套保：决定铜价波动是否真实进入利润表。
+
+若官方披露不能支持这些字段，必须保持 `DATA_GAP_REVIEW`。
+
+## 6. 资源或技术壁垒
+
+待补官方来源：年报、公告、交易所披露、公司官网或 IR 文件。媒体入口只可作为定位线索，不能作为正式证据。
+
+优先核验：年报中的铜资源、阴极铜/铜材产能、冶炼加工费、副产品收入、套保和贸易口径。没有这些字段，铜陵有色只能作为冶炼和资源复合样本，不能升级为正式公司结论。
+
+## 7. 触发条件
+
+1. 公司官方披露与研报线索一致。
+2. 铜价、库存和 TC/RC 数据支持对应利润链。
+3. 权益矿、冶炼产能或副产品收益足以承接铜链条逻辑。
+4. 股价和估值没有完全透支研究逻辑。
+
+## 8. 失效条件和风险
+
+1. 官方来源无法归档或与研报线索不一致。
+2. 铜价回落或库存累积。
+3. TC/RC 或副产品价格不利，冶炼利润被压缩。
+4. 主营暴露弱，利润弹性不能传导。
+5. 券商原文观点被误读为分析员结论。
+
+## 9. 后续跟踪
+
+补年报/公告原文页、业务占比、产能、成本、价格敏感性和数值一致性，再决定是否从 DRAFT 公司页升级为更强的公司读法或正式公司结论前置材料。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\224\241\344\270\232\350\202\241\344\273\275.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\224\241\344\270\232\350\202\241\344\273\275.md"
new file mode 100644
index 0000000..70519e3
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\205\254\345\217\270/\351\224\241\344\270\232\350\202\241\344\273\275.md"
@@ -0,0 +1,46 @@
+# 锡业股份
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:34:00+08:00
+
+## 1. 观察状态
+
+锡业股份当前是锡主线的核心观察公司，不是交易建议。研报里锡价、锡库存、锡膏和 AI-PCB 需求线索较多，锡业股份多次作为锡相关公司出现；但正式公司结论仍需年报、资源、产量、成本和官方来源核验。
+
+## 2. 为什么它和锡主线相关
+
+锡主线的核心是“锡价 + 库存 + 电子需求”。SMM 1# 锡锭、SHFE 锡库存、锡锭 41.28/35.30 万元/吨、隐性库存逐步干涸和 800G+1.6T 光模块带动锡膏需求，构成锡价弹性的市场基础。锡业股份若有足够锡资源、精锡产量和成本优势，才可能把锡价弹性传导到利润。
+
+## 3. 证据入口
+
+| 证据 | 当前线索 | 公司含义 | 状态 |
+|---|---|---|---|
+| SMM/SHFE | SMM 1# 锡锭、SHFE.Tin inventory 9286 吨 | 市场价格和库存入口 | DATA_PARTIAL |
+| 研报价格 | 锡锭 41.28 万元/吨、35.30 万元/吨 | 价格波动大 | DRAFT |
+| 需求 | 锡膏、AI-PCB、光模块 | 下游需求线索 | DRAFT |
+| 公司线索 | 锡业股份被列入锡相关队列 | 只是深读入口 | BROKER_ORIGINAL_VIEW |
+
+## 4. 前因后果
+
+若锡价上涨来自库存紧张和电子需求改善，锡资源和精锡公司可能受益；但如果锡价回落或库存回升，利润弹性会迅速减弱。锡业股份需要重点核验锡资源、锡精矿/精锡产量、成本和库存敞口。
+
+## 5. 横向对比
+
+锡业股份更偏锡主线，华锡有色更偏锡锑多金属资源，华钰矿业更偏锑/铅锌/银，湖南黄金则必须拆黄金、锑、钨。锡业股份的优势或风险都应围绕锡价和锡资源核验，不应套用锑逻辑。
+
+## 6. 后续核验清单
+
+1. 年报中的锡资源、锡精矿、精锡产量和收入占比。
+2. 成本和毛利率对锡价的敏感性。
+3. 公司库存和外购原料比例。
+4. 官方源归档路径、hash、原文页或表格行。
+
+## 7. 触发条件和失效条件
+
+触发条件：锡价和库存支持补库逻辑；电子/AI-PCB 需求验证；公司官方源证明锡业务暴露足够。
+
+失效条件：锡价回落、库存累积、电子需求不及预期、主营暴露不足或券商原文观点被误读。
+
+## 8. 结论边界
+
+当前只能说：锡业股份是锡主线中需要优先核验资源、精锡产量和锡价弹性的公司样本。不能写成买入、卖出、目标价、收益承诺或正式公司结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\210\206\346\211\271\350\277\201\347\247\273_\351\222\250\351\223\276\346\235\241\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\210\206\346\211\271\350\277\201\347\247\273_\351\222\250\351\223\276\346\235\241\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..5a2c009
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\210\206\346\211\271\350\277\201\347\247\273_\351\222\250\351\223\276\346\235\241\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,49 @@
+# 分批迁移_钨链条自检摘要
+
+状态：DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR_SELF_CHECK
+更新时间：2026-06-27T02:21:00+08:00
+
+## 1. 本轮范围
+
+本轮按已通过样本标准迁移钨链条 7 个核心阅读文档：
+
+1. `子行业/钨_总览.md`
+2. `子行业/钨_详细介绍.md`
+3. `子行业/钨_市场分析.md`
+4. `公司/中钨高新.md`
+5. `公司/厦门钨业.md`
+6. `公司/章源钨业.md`
+7. `公司/湖南黄金.md`
+
+本轮不是新一轮补资料，不重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+## 2. 使用的已有证据
+
+1. 钨相关内部抽取线索较多，可支撑 DRAFT 研究入口。
+2. 价格线索：钨精矿 52.78 万元/吨、环比上涨 23.66%；钨精矿 101.96 万元/吨、环比上涨 12.33%；65%黑钨精矿 50 万元/标吨；APT 77 万元/吨；碳化钨粉 1150 元/公斤。
+3. 供给线索：钨矿开采总量控制、战略资源属性、出口限制和供给端收紧。
+4. 需求线索：电子、国防、高端制造、PCB 钻针、数控刀具、硬质合金和下游补库。
+5. 公司线索：中钨高新金洲精工、五矿钨产业平台；厦门钨业钨/稀土/材料复合线索；章源钨业资源和钨制品线索；湖南黄金黄金/锑/钨多线索及新装置线索。
+
+## 3. 自检口径
+
+| 文档 | 数据 | 案例/证据入口 | 前因后果 | 横向对比 | 公司含义 |
+|---|---|---|---|---|---|
+| 钨_总览 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 钨_详细介绍 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 钨_市场分析 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 中钨高新 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 厦门钨业 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 章源钨业 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 湖南黄金 | 已补 | 已补 | 已补 | 已补 | 已补 |
+
+## 4. 仍保留的边界
+
+1. 所有数值仍为 DRAFT 候选，正式输出前必须核报告日期、原始表格行、规格、单位、来源和数值一致性。
+2. 公司页仍需补年报、公告、交易所披露或公司 IR 原文页和 hash。
+3. 券商原文中的“建议关注”“相关标的”等表达只作为原文观点线索，不进入分析员结论字段。
+4. 本轮只覆盖钨链条 7 个文档，不代表剩余核心阅读文档已经迁移完成。
+
+## 5. 自检结论
+
+钨链条 7 个文档已从结构占位稿提升为有人读价值的 DRAFT 迁移稿，具备提交审核员做人读质量复审的条件。整体问题 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 仍不得关闭。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\210\206\346\211\271\350\277\201\347\247\273_\351\223\235\351\223\276\346\235\241\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\210\206\346\211\271\350\277\201\347\247\273_\351\223\235\351\223\276\346\235\241\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..37b8a23
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\210\206\346\211\271\350\277\201\347\247\273_\351\223\235\351\223\276\346\235\241\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,45 @@
+# 分批迁移_铝链条自检摘要
+
+状态：DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR_SELF_CHECK
+更新时间：2026-06-27T02:06:00+08:00
+
+## 1. 本轮范围
+
+本轮按已通过样本标准迁移铝链条 5 个核心阅读文档：
+
+1. `子行业/铝_总览.md`
+2. `子行业/铝_详细介绍.md`
+3. `子行业/铝_市场分析.md`
+4. `公司/中国铝业.md`
+5. `公司/云铝股份.md`
+
+本轮不是新一轮补资料，不重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+## 2. 使用的已有证据
+
+1. 铝相关内部抽取线索较多，可支撑 DRAFT 研究入口。
+2. 外部价格库存入口：LME Aluminum Cash Settlement 3150.00 美元/吨、LME 3-month Aluminum 3160.50 美元/吨、LME 铝库存 310225 吨、SMM A00 铝锭入口、SHFE 铝库存 527345 吨。
+3. 原研报价格库存线索：国内铝锭社会库存 140.1 万吨、铝棒库存 19 万吨、铝棒库存环比下降 2.05 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨、24240 元/吨、21360 元/吨、2.43-2.45 万元/吨等候选线索。
+4. 供给事件线索：几内亚铝土矿出口管控、中东电解铝产能不确定性、LME 中俄铝库存流通受限。
+5. 公司证据入口：中国铝业 mention_count 约 54，云铝股份 mention_count 约 51；公司官方源仍需继续核验。
+
+## 3. 自检口径
+
+| 文档 | 数据 | 案例/证据入口 | 前因后果 | 横向对比 | 公司含义 |
+|---|---|---|---|---|---|
+| 铝_总览 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 铝_详细介绍 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 铝_市场分析 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 中国铝业 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 云铝股份 | 已补 | 已补 | 已补 | 已补 | 已补 |
+
+## 4. 仍保留的边界
+
+1. 所有数值仍为 DRAFT 候选，正式输出前必须核报告日期、原始表格行、单位、币种、来源和数值一致性。
+2. 公司页仍需补年报、公告、交易所披露或公司 IR 原文页和 hash。
+3. 券商原文中的“关注”“相关标的”等表达只作为原文观点线索，不进入分析员结论字段。
+4. 本轮只覆盖铝链条 5 个文档，不代表剩余 48 个核心阅读文档已经迁移完成。
+
+## 5. 自检结论
+
+铝链条 5 个文档已从结构占位稿提升为有人读价值的 DRAFT 迁移稿，具备提交审核员做人读质量复审的条件。整体问题 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 仍不得关闭。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\210\206\346\211\271\350\277\201\347\247\273_\351\224\241\351\224\221\351\223\276\346\235\241\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\210\206\346\211\271\350\277\201\347\247\273_\351\224\241\351\224\221\351\223\276\346\235\241\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..a717750
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\210\206\346\211\271\350\277\201\347\247\273_\351\224\241\351\224\221\351\223\276\346\235\241\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,46 @@
+# 分批迁移_锡锑链条自检摘要
+
+状态：DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR_SELF_CHECK
+更新时间：2026-06-27T02:35:00+08:00
+
+## 1. 本轮范围
+
+本轮按已通过样本标准迁移锡锑链条 6 个核心阅读文档：
+
+1. `子行业/锡锑_总览.md`
+2. `子行业/锡锑_详细介绍.md`
+3. `子行业/锡锑_市场分析.md`
+4. `公司/锡业股份.md`
+5. `公司/华锡有色.md`
+6. `公司/华钰矿业.md`
+
+本轮不是新一轮补资料，不重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+## 2. 使用的已有证据
+
+1. 锡锑相关内部抽取线索较多，可支撑 DRAFT 研究入口。
+2. 锡线索：锡周涨幅 +9.89%；SMM 1# Tin Ingot avg 56332.97 美元/吨；SHFE.Tin inventory 9286 吨；锡锭 41.28 万元/吨、35.30 万元/吨；锡锭隐性库存逐步干涸；800G+1.6T 光模块放量拉动锡膏需求。
+3. 锑线索：锑锭 13.19 万元/吨、17.10 万元/吨；三氧化二锑 144500 元/吨；铅锑精矿 7845.67 吨；锑锭产量 408 吨、销售 170.6 吨；资源紧缺、海外大矿减产、国内监管和开采配额。
+4. 公司线索：锡业股份锡资源和精锡队列；华锡有色锡精矿、铅锑精矿、锑锭和矿山资源；华钰矿业锑/铅锌/银资源线索。
+
+## 3. 自检口径
+
+| 文档 | 数据 | 案例/证据入口 | 前因后果 | 横向对比 | 公司含义 |
+|---|---|---|---|---|---|
+| 锡锑_总览 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 锡锑_详细介绍 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 锡锑_市场分析 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 锡业股份 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 华锡有色 | 已补 | 已补 | 已补 | 已补 | 已补 |
+| 华钰矿业 | 已补 | 已补 | 已补 | 已补 | 已补 |
+
+## 4. 仍保留的边界
+
+1. 所有数值仍为 DRAFT 候选，正式输出前必须核报告日期、原始表格行、规格、单位、来源和数值一致性。
+2. 公司页仍需补年报、公告、交易所披露或公司 IR 原文页和 hash。
+3. 券商原文中的“建议关注”“相关标的”等表达只作为原文观点线索，不进入分析员结论字段。
+4. 本轮只覆盖锡锑链条 6 个文档，不代表剩余核心阅读文档已经迁移完成。
+
+## 5. 自检结论
+
+锡锑链条 6 个文档已从结构占位稿提升为有人读价值的 DRAFT 迁移稿，具备提交审核员做人读质量复审的条件。整体问题 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 仍不得关闭。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\345\260\217\351\207\221\345\261\236_\345\270\202\345\234\272\345\210\206\346\236\220.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\345\260\217\351\207\221\345\261\236_\345\270\202\345\234\272\345\210\206\346\236\220.md"
new file mode 100644
index 0000000..229a423
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\345\260\217\351\207\221\345\261\236_\345\270\202\345\234\272\345\210\206\346\236\220.md"
@@ -0,0 +1,40 @@
+# 小金属_市场分析
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:02:00+08:00
+
+## 1. 先给结论
+
+小金属市场不能用一个价格指标下结论。更合适的读法是：先把品种拆开，看哪个品种同时具备供给紧、下游离不开、公司暴露清楚这三个条件；只有三者同时出现，市场线索才更有研究价值。
+
+这不是“哪个小金属都值得买”的结论，而是筛选框架。当前材料适合建立主题地图和深读队列，不适合直接做正式强弱排序。
+
+## 2. 市场数据应该怎么读
+
+本轮小金属不是没有数据，而是数据分散在不同品种里。可直接作为 DRAFT 入口的有：SMM 1# 锡锭均价 56332.97 USD/tonne，SHFE 锡库存 9286 吨，SMM 中国金属钴均价 55241.33 USD/tonne；原研报表格里还出现钨、锑相关线索，例如钨线索中有 2026 年 6 月 5 日和 77 万元/吨候选值，锑线索中有 13.19 万元/吨、11.43% 等候选值。
+
+这些数据说明：小金属内部已有价格、库存和供给线索，但不同品种成熟度不一样。锡已经有价格和库存两个入口，可以先看价格能否和库存变化互相验证；钨、锑有原研报表格线索但外部来源和原始表格行不足，适合作为后续核验对象；钴更偏能源材料链，放在这里主要用于横向参照，不能替代小金属整体结论。
+
+第一步看价格。价格上涨说明市场开始给稀缺性定价，但它不能单独证明趋势成立。比如某个小金属价格上涨，可能是短期事件，也可能是供给持续受限。需要继续看库存、供给和政策。
+
+第二步看供给。小金属的关键经常不在需求有多大，而在供给能不能补。如果资源集中、伴生属性强、环保或出口政策限制供给，价格上涨更容易传到资源端利润。
+
+第三步看下游。军工、半导体、机器人、AI 硬件、光伏、高端装备等需求场景能说明品种是否有不可替代性。不可替代性越强，价格和公司利润的持续性越值得跟踪。
+
+## 3. 品种之间怎么横向比较
+
+稀土更偏“配额和磁材需求”；钨更偏“硬质合金和高端制造”；锡锑更偏“供给扰动和战略属性”；钼更偏“特钢和高温合金需求”；锗镓铟更偏“战略材料待补入口”。
+
+横向比较时不要问“哪个名字更热”，而要问四个问题：供给是否紧、需求是否不可替代、价格是否已经显影、A 股公司是否有真实主营暴露。
+
+## 4. 公司弹性怎么排序
+
+公司弹性排序不看公司出现在多少研报里，而看利润能不能从品种价格传到公司。资源型公司看矿和成本，材料型公司看技术和客户，复合型公司看主营占比，多金属公司要拆分业务线。
+
+当前深读入口包括北方稀土、中国稀土、锡业股份、厦门钨业、中钨高新、湖南黄金、华钰矿业、金钼股份等。进入入口不等于推荐，后续必须回到公司页核验。
+
+## 5. 什么时候结论会失效
+
+如果价格上涨没有库存下降或供给约束配合，可能只是短期交易；如果公司主营暴露不足，品种涨价也未必能进入利润；如果政策或事件催化消退，估值拥挤的品种可能回撤。当前仍需保持 DRAFT 观察。
+
+当前最重要的数据缺口是：钨、锑、稀土、锗镓铟等品种还没有形成同一口径的连续价格和库存表，不能把小金属写成统一市场趋势。正式输出前必须补日期、单位、原始表格行和可审计外部来源。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\345\260\217\351\207\221\345\261\236_\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\345\260\217\351\207\221\345\261\236_\346\200\273\350\247\210.md"
new file mode 100644
index 0000000..c609edb
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\345\260\217\351\207\221\345\261\236_\346\200\273\350\247\210.md"
@@ -0,0 +1,46 @@
+# 小金属_总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T12:51:00+08:00
+
+## 1. 先给结论
+
+小金属不是一个可以直接下统一结论的板块。它更适合作为“战略资源和高端制造约束”的研究篮子：先找供给集中、政策约束强、下游又离不开的品种，再看对应公司是否真的有资源、产能或材料能力。
+
+这句话的投资研究含义是：小金属不是“全买一遍”的主题，而是优先跟踪那些涨价有原因、供给难快速放量、公司主营暴露清楚的细分品种。当前只适合作为研究排序，不是交易建议。
+
+## 2. 为什么不能用一个商品周期模板
+
+第一条线索是供给约束。稀土、钨、锑、锡、钼、锗镓铟等品种的共同点不是都处在同一个价格周期，而是很多品种有资源集中、伴生开采、政策配额、出口约束或新增产能慢的问题。这个线索说明：如果需求端稍微改善，价格弹性可能来自“供给不好补”，而不是普通周期品的库存波动。
+
+第二条线索是下游不可替代性。小金属往往进入永磁材料、硬质合金、军工、半导体、光伏、高端装备等场景。这个线索说明：不能只看今天价格涨跌，还要看下游产业是否必须用它。如果下游可以替代，涨价持续性会弱；如果替代难，供给扰动更容易传导到价格和公司利润。
+
+第三条线索是公司主营暴露。研报里出现的公司只能作为深读入口，不能当成推荐名单。真正要判断公司含义，需要看主营收入或利润里有多少来自对应品种、资源或产能是否真实、成本位置在哪里、涨价能否留在公司利润里。
+
+## 3. 产业链怎么看
+
+```text
+矿端/伴生资源 -> 冶炼提纯 -> 功能材料 -> 军工、AI硬件、机器人、半导体、光伏、高端装备
+```
+
+这条链条的读法是：矿端决定供给弹性，冶炼提纯决定加工能力，功能材料决定技术壁垒，下游应用决定需求持续性。用户看小金属时不要先问“哪个品种最热”，而要先问“这次价格或主题到底卡在哪个环节”。
+
+## 4. 当前应该怎么分层
+
+资源约束型：稀土、钨、锑、锡、钼等更需要先看矿端、配额、库存和新增供给。
+
+材料升级型：稀土磁材、硬质合金、半导体用锗镓铟等更需要看下游认证、技术壁垒和客户结构。
+
+事件驱动型：出口管制、政策配额、海外矿扰动、军工或机器人催化等可能让短期价格显影，但如果缺少供需数据和公司暴露，不能直接写成行业结论。
+
+## 5. 当前深读队列
+
+北方稀土、中国稀土、锡业股份、厦门钨业、中钨高新、湖南黄金、华钰矿业、金钼股份等公司可以作为后续深读入口。
+
+这些公司进入队列的原因不是“被提及多”，而是分别对应稀土资源/分离、锡锑资源、钨材料、锑金钨多金属、钼资源等不同链条。后续必须回到公司页核验主营暴露、资源/产能、成本位置和利润弹性。
+
+## 6. 边界和下一步
+
+当前结论强度仍是 DRAFT。缺口主要在三处：第一，很多价格和库存数据还需要明确日期、单位和来源；第二，公司暴露需要用年报、公告或官网核验；第三，不同品种不能混成一个强弱排序。
+
+下一步阅读顺序建议是：先看小金属总览形成框架，再分别看稀土、钨、锡锑、钼、锗镓铟等子行业页，最后进入公司页判断公司是否真的受益。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\345\260\217\351\207\221\345\261\236_\350\257\246\347\273\206\344\273\213\347\273\215.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\345\260\217\351\207\221\345\261\236_\350\257\246\347\273\206\344\273\213\347\273\215.md"
new file mode 100644
index 0000000..8a7fed0
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\345\260\217\351\207\221\345\261\236_\350\257\246\347\273\206\344\273\213\347\273\215.md"
@@ -0,0 +1,34 @@
+# 小金属_详细介绍
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:10:00+08:00
+
+## 1. 先给结论
+
+小金属的核心不是“金属名字很多”，而是这些品种经常卡在高端制造、资源安全和供给约束交汇处。研究时要先拆品种，再拆产业链，最后才落到公司。
+
+更直白地说：小金属的机会通常来自“供给不好补、下游又离不开、公司确实有暴露”。缺任何一项，都只能放进观察池。
+
+## 2. 产业链怎么运行
+
+第一步是资源。很多小金属来自伴生矿或集中资源，产量不是想扩就扩。资源端紧张时，涨价更容易先让矿端或有资源的公司受益。
+
+第二步是冶炼和提纯。小金属往往需要特定冶炼、分离、提纯能力。即使有矿，如果加工能力不足，利润也可能留在加工或材料环节。
+
+第三步是功能材料。军工、半导体、机器人、AI 硬件、光伏、高端装备等下游决定需求能否持续。下游越刚性，价格弹性越值得跟踪。
+
+## 3. 利润为什么不一定流向同一环节
+
+如果供给最紧，利润通常先流向资源端；如果加工能力稀缺，利润可能留在冶炼提纯；如果下游认证壁垒高，材料公司也可能有利润弹性。
+
+所以小金属不能用一张表统一排序。稀土看配额和磁材，钨看硬质合金，锡锑看供给扰动，钼看合金需求，锗镓铟看战略材料和证据补齐程度。
+
+## 4. 公司怎么读
+
+北方稀土、中国稀土、锡业股份、厦门钨业、中钨高新、湖南黄金、华钰矿业、金钼股份等只是深读入口。读公司时要问四个问题：主营是不是这个品种，资源或产能是否真实，成本位置是否有优势，涨价能不能进入利润。
+
+公司出现在研究队列里不代表它更好，也不代表推荐。真正的判断要回到公司年报、公告、产能、成本和业务占比。
+
+## 5. 边界
+
+本页用于建立读法，不替代正式行业结论。价格、库存、产量、业务占比、公司官方源仍需逐项核验。证据不足的品种继续保留 `DATA_GAP_REVIEW`。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\347\250\200\345\234\237_\345\270\202\345\234\272\345\210\206\346\236\220.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\347\250\200\345\234\237_\345\270\202\345\234\272\345\210\206\346\236\220.md"
new file mode 100644
index 0000000..7b2846d
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\347\250\200\345\234\237_\345\270\202\345\234\272\345\210\206\346\236\220.md"
@@ -0,0 +1,36 @@
+# 稀土_市场分析
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:02:00+08:00
+
+## 1. 先给结论
+
+稀土市场要按“供给受控、价格显影、需求验证”三步读。当前更适合跟踪供给和价格是否共同支持资源端或磁材端，而不是直接写成稀土全链条趋势确认。
+
+投资研究上的含义是：如果配额和供给约束延续，氧化物价格改善，磁材需求同步验证，上游资源和分离企业的研究优先级会提高；如果只有题材或单日价格波动，结论强度仍然有限。
+
+## 2. 数据应该怎么解释
+
+本轮稀土最关键的数据状态是：`Pr-Nd oxide direct SMM page` 已有 SMM 页面入口，但直接数值仍为 `TO_BE_EXTRACTED`，也就是还没有拿到可直接写成正式指标的氧化镨钕价格。原研报表格里还出现稀土相关周度变化线索，例如 `稀土|锑` 记录中有 1.1%、9.0%、2.9%、50%、2.6% 等候选值，但这些值仍需要回到原始表格行确认对应品种、单位和日期。
+
+这组数据状态说明两件事：第一，稀土不是没有市场入口，氧化镨钕价格和研报周度数据已经能提示市场正在被跟踪；第二，当前不能写“稀土价格趋势已确认”，因为核心数值还没有完成直接提取和表格行核验。最稳妥的结论是：稀土市场处在 `DATA_PARTIAL / DATA_GAP_REVIEW`，先看供给和价格入口，等数值补齐后再提高结论强度。
+
+第一，配额和政策回答“供给能不能放出来”。稀土价格弹性的基础通常不是需求突然爆发，而是供给释放受约束。没有配额、政策和资源端数据，不能判断价格能否持续。
+
+第二，氧化物价格回答“市场有没有开始重新定价”。氧化镨钕等价格如果上行，说明市场在重新评估供需关系；但价格要结合库存、订单和下游需求看，不能单独证明行业反转。
+
+第三，磁材需求回答“涨价能不能被下游接受”。新能源车、风电、机器人、军工等场景如果真实拉动高性能磁材需求，资源和材料环节才可能同时受益。
+
+## 3. 公司弹性怎么传导
+
+资源和分离企业更看配额、资源和氧化物价格。磁材企业更看订单、技术和成本传导。复合业务公司要拆收入和利润占比。
+
+所以北方稀土、中国稀土、盛和资源、金力永磁等不能放在同一个逻辑里简单排序。资源公司解决“谁拿到供给和价格弹性”，磁材公司解决“谁能把需求和客户变成利润”。
+
+## 4. 观察指标
+
+短期看氧化物价格、库存、政策事件和市场成交；中期看配额、分离产能、磁材订单和公司利润；长期看资源整合、高端磁材技术壁垒和下游应用扩张。
+
+## 5. 边界
+
+当前价格入口仍需 SMM、行业协会或公司公告等可审计来源核验。若缺少具体日期、单位和原始表格行，只能写观察状态，不能写正式稀土价格指标或正式行业结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\347\250\200\345\234\237_\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\347\250\200\345\234\237_\346\200\273\350\247\210.md"
new file mode 100644
index 0000000..aefa29b
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\347\250\200\345\234\237_\346\200\273\350\247\210.md"
@@ -0,0 +1,38 @@
+# 稀土_总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T12:51:00+08:00
+
+## 1. 先给结论
+
+稀土当前应理解为“资源和配额约束 + 高端制造需求”的研究主线，不应简单理解为价格涨了就看多整个板块。更清楚的说法是：稀土值得优先跟踪的是供给受约束、需求又可能被新能源车、风电、机器人、军工等拉动的环节。
+
+这对投资研究的含义是：先看供给和政策能不能限制产量，再看氧化物价格能不能传导到磁材和公司利润，最后看公司主营暴露是否真实。它不是买入排序，也不是目标价判断。
+
+## 2. 三条线索分别说明什么
+
+第一条线索是配额和资源安全。稀土不是完全自由扩产的普通金属，供给端会受到配额、资源整合、环保和战略安全影响。这个线索说明：稀土价格弹性往往来自“供给不能马上补出来”，所以研究时必须先看政策和供给节奏。
+
+第二条线索是氧化物价格。氧化镨钕等价格是市场景气的直接信号，但价格本身只是结果。价格上涨要能成为投资研究线索，需要继续回答：是库存短期扰动，还是终端需求改善；是轻稀土涨，还是重稀土涨；涨价能不能传导到公司利润。
+
+第三条线索是磁材需求。新能源车、风电、机器人、军工等场景决定稀土涨价能否持续。如果需求只是题材催化，价格可能很快回落；如果订单和高端磁材需求能持续，磁材公司和上游资源公司的读法才会更清楚。
+
+## 3. 产业链怎么读
+
+```text
+稀土矿 -> 分离冶炼 -> 氧化物/金属 -> 永磁材料 -> 新能源车、风电、机器人、军工
+```
+
+读这条链时要分清两件事：资源端解决“谁有矿和配额”，材料端解决“谁能把稀土变成高端磁材”。资源端价格弹性可能更强，材料端则更看技术、客户和订单。两类公司不能混成一个结论。
+
+## 4. 公司怎么分层
+
+资源和分离入口：北方稀土、中国稀土、盛和资源等更适合先核验资源、配额、分离产能和氧化物价格传导。
+
+磁材入口：金力永磁等更适合看高性能钕铁硼、客户结构、下游订单和成本传导。
+
+复合入口：厦门钨业等公司涉及多条材料线，不能只因为有稀土业务就写成纯稀土公司，需要拆业务占比。
+
+## 5. 当前边界
+
+当前材料已经给出政策、价格、供应和需求线索，但正式使用前仍需补具体日期、原始表格行、单位、SMM 或行业协会等可审计来源，以及公司官方披露。缺这些材料时，可以写“稀土值得跟踪”，不能写“稀土趋势已确认”。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\347\250\200\345\234\237_\350\257\246\347\273\206\344\273\213\347\273\215.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\347\250\200\345\234\237_\350\257\246\347\273\206\344\273\213\347\273\215.md"
new file mode 100644
index 0000000..e74a0e8
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\347\250\200\345\234\237_\350\257\246\347\273\206\344\273\213\347\273\215.md"
@@ -0,0 +1,32 @@
+# 稀土_详细介绍
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:10:00+08:00
+
+## 1. 先给结论
+
+稀土要拆成两条线读：上游资源和分离解决“供给是否受控”，下游磁材解决“需求是否真实”。如果只看稀土价格，不拆这两条线，就很容易把短期价格波动误读成全产业链机会。
+
+当前最合理的研究状态是：优先跟踪配额、氧化物价格和磁材需求是否形成同向验证。
+
+## 2. 上游为什么重要
+
+稀土上游不是普通矿山逻辑。配额、环保、资源整合和战略安全都会影响供给释放。上游如果受控，氧化物价格才更容易有弹性。
+
+这说明什么：资源和分离企业的关键不是题材，而是能否拿到供给、配额和价格传导。北方稀土、中国稀土、盛和资源等公司需要按资源和分离能力核验。
+
+## 3. 下游为什么重要
+
+稀土下游最重要的是永磁材料。新能源车、风电、机器人、军工等应用如果需求强，磁材订单和价格传导才有持续性。
+
+这说明什么：磁材公司不能只看稀土涨价，还要看高性能产品、客户结构、订单和成本转嫁。金力永磁等公司需要按材料能力和客户认证核验。
+
+## 4. 价格怎么传导到利润
+
+第一步，氧化物价格上行说明上游供需可能改善。第二步，看磁材需求能否承接涨价。第三步，看公司处在资源、分离、材料还是复合业务。不同位置拿到的利润不同。
+
+如果价格涨但磁材需求弱，可能只是资源端短期弹性；如果需求强但原料涨得更快，磁材利润可能被压缩。这个顺序不能跳。
+
+## 5. 边界
+
+当前资料仍需补 SMM、行业协会、公司公告或年报等可审计来源。配额、价格、库存、订单和公司业务占比未核验前，本页只能作为 DRAFT 读法。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\250_\345\270\202\345\234\272\345\210\206\346\236\220.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\250_\345\270\202\345\234\272\345\210\206\346\236\220.md"
new file mode 100644
index 0000000..cf969c5
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\250_\345\270\202\345\234\272\345\210\206\346\236\220.md"
@@ -0,0 +1,67 @@
+# 钨_市场分析
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:18:00+08:00
+
+## 1. 市场视角定位
+
+钨的市场分析必须围绕价格、供给约束、下游补库和公司利润传导展开。本文只提供 DRAFT 研究框架，不输出正式价格指标。
+
+## 2. 市场数据卡
+
+| 指标 | 候选值/线索 | 市场含义 | 证据边界 |
+|---|---:|---|---|
+| 钨精矿 | 52.78 万元/吨，环比上涨 23.66% | 矿端价格弹性 | 需核规格和日期 |
+| 钨精矿 | 101.96 万元/吨，环比上涨 12.33% | 不同研报口径下仍显示上行 | 需核来源表格 |
+| 65%黑钨精矿 | 50 万元/标吨，较年初涨 8.7%；周环比涨 19.1% | 黑钨矿价格入口 | DATA_PARTIAL |
+| APT | 77 万元/吨，较年初涨 14.9% | 中游价格传导 | DATA_PARTIAL |
+| 碳化钨粉 | 1150 元/公斤，周环比涨 21.1% | 材料端成本传导 | DATA_PARTIAL |
+| 原研报钨线索 | 2 条价格/供需线索，其中 1 条已可回看原表 | 可回原文表格核验 | DRAFT |
+
+当前数据足以说明钨市场不是“无数据判断”，但正式指标仍需核表格行、日期、规格、单位和来源。
+
+## 3. 供需和利润传导
+
+供给端：钨矿开采总量控制、战略资源属性和出口限制线索，构成矿端供给弹性的约束。若供给不能快速增加，补库需求会更容易推高钨精矿价格。
+
+需求端：电子、国防、高端制造、PCB 钻针、数控刀具和硬质合金构成需求基础。研报中写到下游补库需求释放，6 月钨价重回上行通道，也写到刀具企业面对国内钨价上升需要适应或提价。
+
+利润传导：矿端受益最直接；APT、钨粉、碳化钨粉环节看库存和加工能力；硬质合金和刀具端看产品提价能力、客户认证和国产替代。钨价越快上涨，下游越可能出现“收入提价”和“成本挤压”同时存在。
+
+## 4. 市场显影
+
+钨市场显影要看三组信号：
+
+1. 价格链条是否同向：钨精矿、APT、碳化钨粉同时上涨，强于单一报价上涨。
+2. 需求是否验证：下游补库、PCB 钻针、刀具和高端制造订单是否持续。
+3. 公司是否分化：资源端公司是否更直接受益，材料端公司是否能转嫁成本。
+
+如果只有券商“建议关注”或公司名称出现，不能提高结论强度。
+
+## 5. 横向对比
+
+| 维度 | 钨 | 稀土 | 锑 | 铜铝 |
+|---|---|---|---|---|
+| 数据形态 | 产业报价和研报表格 | 政策、价格、磁材 | 资源供给、出口和军工 | 交易所/社会库存更连续 |
+| 需求端 | 刀具、硬质合金、PCB、军工 | 永磁、电机、新能源 | 阻燃、光伏、军工 | 建筑、电力、制造 |
+| 公司筛选 | 资源、材料、刀具分层 | 资源和磁材分层 | 资源和冶炼分层 | 资源/冶炼/加工分层 |
+
+## 6. 公司弹性排序口径
+
+1. 资源端优先看矿山、配额、钨精矿自给率和成本。
+2. 材料端看 APT、钨粉、碳化钨粉、硬质合金产能和毛利。
+3. 刀具端看金洲精工、PCB 钻针、数控刀具和客户认证。
+4. 多金属公司要拆出钨业务占比，不能用公司整体涨跌替代钨逻辑。
+
+## 7. 未来观察指标
+
+| 时间 | 观察指标 |
+|---|---|
+| 1-4 周 | 钨精矿、APT、碳化钨粉价格；下游补库节奏 |
+| 1 个季度 | 开采总量控制、出口限制、公司产品提价公告 |
+| 1 年 | 高端制造、PCB、刀具国产替代是否兑现 |
+| 3 年 | 战略资源安全、矿山资产、材料技术壁垒 |
+
+## 8. 风险和边界
+
+主要风险是钨价快速波动导致下游采购延后，原材料涨价压缩硬质合金和刀具利润，政策催化不连续，以及公司钨业务占比不足。本文不写买入、卖出、目标价、收益承诺或交易指令。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\250_\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\250_\346\200\273\350\247\210.md"
new file mode 100644
index 0000000..47c475c
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\250_\346\200\273\350\247\210.md"
@@ -0,0 +1,63 @@
+# 钨_总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:18:00+08:00
+
+一句话结论：钨不是单纯的小金属涨价题材，而是“战略资源供给约束 + 高端制造刚需 + 刀具/硬质合金进口替代”共同驱动的链条；当前核心要看钨价能否从矿端传导到 APT、碳化钨粉、硬质合金和公司利润。
+
+## 1. 产业链结构
+
+```text
+钨矿 -> 钨精矿 -> APT/仲钨酸铵 -> 钨粉/碳化钨粉 -> 硬质合金、刀具、PCB钻针、高端材料 -> 军工、航空、机床、电子、新能源
+```
+
+钨的特殊性在于资源端有开采总量控制和战略资源属性，下游又连接硬质合金、刀具、PCB 钻针、国防和高端制造。当前材料里已经有钨精矿、APT、碳化钨粉、开采总量控制、硬质合金和 PCB 钻针等线索，已经具备核心阅读基础。
+
+## 2. 当前数据和证据
+
+| 数据或线索 | 当前候选值/状态 | 读法 | 证据状态 |
+|---|---:|---|---|
+| 钨主线资料 | 钨精矿、APT、碳化钨粉、供给管制和高端制造需求线索较完整 | 研究基础较好 | DRAFT |
+| 钨精矿价格 | 52.78 万元/吨，环比上涨 23.66%；101.96 万元/吨，环比上涨 12.33% | 不同研报和口径下均显示价格弹性强 | DRAFT，需核日期和规格 |
+| 65%黑钨精矿 | 50 万元/标吨，较年初涨 8.7%；周环比涨 19.1% | 资源端价格上行线索 | DATA_PARTIAL |
+| APT/仲钨酸铵 | 77 万元/吨，较年初涨 14.9% | 中游价格传导线索 | DATA_PARTIAL |
+| 碳化钨粉 | 1150 元/公斤，周环比涨 21.1% | 下游材料端成本传导线索 | DATA_PARTIAL |
+| 原研报表格 | 钨价格/需求线索已有可回看原表 | 可回原文核表头和单位 | DATA_PARTIAL |
+
+这些数据说明钨文档不能只写“战略资源”，必须把价格链条写出来。当前数值仍是候选线索，正式输出前必须核原始表格行、日期、规格和单位。
+
+## 3. 主线形成的前因后果
+
+第一，供给端有政策约束。研报中提到我国对钨矿实行开采总量控制，并把钨、锡、锑、离子型稀土列为保护性开采相关品种。供给端如果不能快速放量，价格上涨更容易从矿端启动。
+
+第二，价格端已经有多级传导线索。钨精矿、APT、碳化钨粉都出现上行线索，说明不只是矿价单点波动，而是产业链不同环节都在承受原料紧张或补库影响。
+
+第三，需求端不只是周期需求。研报中写到电子、国防、高端制造支撑钨下游基本需求，并提到 PCB 钻针、硬质合金、刀具、数控刀具等方向。下游需求如果有刚性，价格上行更容易被部分转嫁。
+
+第四，公司弹性取决于位置。资源型公司受益于矿价；硬质合金和刀具公司可能受益于国产替代和高端制造，但也会承受原材料涨价压力。因此钨链条必须拆资源端、中游材料端和下游刀具端。
+
+## 4. 公司分层
+
+| 层级 | 候选公司 | 核心问题 |
+|---|---|---|
+| 资源/平台 | 厦门钨业、章源钨业、洛阳钼业、湖南黄金 | 是否有钨矿、资源权益、产能或资产注入线索 |
+| 中游材料 | 中钨高新、厦门钨业、章源钨业 | APT、钨粉、碳化钨粉、硬质合金能否传导价格 |
+| 下游刀具/精密工具 | 中钨高新 | 金洲精工、PCB 钻针、刀具进口替代和高端制造需求 |
+
+当前公司分层只是研究队列，不是推荐名单。公司页必须继续核年报、公告和官方源。
+
+## 5. 横向对比
+
+钨和稀土都具备战略资源属性，但钨更容易通过硬质合金、刀具和 PCB 钻针落到制造业材料端；钨和锑都受政策和资源约束影响，但钨下游更分散，既有军工和航空，也有机床、电子和 PCB；钨和钼有替代或挤出线索，研报提到钨价持续新高可能带动钼价受益部分钨需求挤出。
+
+## 6. 观察条件
+
+1. 钨精矿、APT、碳化钨粉价格是否继续同向上行。
+2. 开采总量控制、出口限制、战略资源政策是否继续强化。
+3. 下游补库是否持续，而不是单周情绪。
+4. 刀具和硬质合金公司能否把原料涨价转嫁到产品端。
+5. 公司官方源是否能证明资源、产能和业务占比。
+
+## 7. 风险和边界
+
+本文是 DRAFT 核心阅读稿，不是正式行业结论。本文不写买入、卖出、目标价、收益承诺或交易指令。主要风险是：钨价波动影响下游采购；政策催化不连续；原料上涨压缩下游材料公司利润；公司钨业务占比不足；券商原文观点被误读为分析员建议。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\250_\350\257\246\347\273\206\344\273\213\347\273\215.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\250_\350\257\246\347\273\206\344\273\213\347\273\215.md"
new file mode 100644
index 0000000..42f046d
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\250_\350\257\246\347\273\206\344\273\213\347\273\215.md"
@@ -0,0 +1,70 @@
+# 钨_详细介绍
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:18:00+08:00
+
+## 1. 文档定位
+
+本文解释钨产业链如何运行、为什么价格上行能形成研究主线、哪些公司处在资源端、材料端和刀具端。本文不输出正式行业结论，也不输出交易建议。
+
+## 2. 资料和数据基础
+
+当前可用资料包括原研报价格线索、可回看的原文表格、公司线索和业务暴露草稿。钨链条已经覆盖供应、价格、需求、公司和成本等方向。
+
+## 3. 产业链和利润流
+
+| 环节 | 关键产品 | 利润驱动 | 主要风险 |
+|---|---|---|---|
+| 资源端 | 钨矿、钨精矿 | 配额、矿山产量、资源稀缺 | 政策变化、矿价波动 |
+| 冶炼中游 | APT、钨粉、碳化钨粉 | 原料采购、加工能力、库存 | 原料涨价无法转嫁 |
+| 材料端 | 硬质合金、刀具、PCB 钻针 | 国产替代、高端制造、客户认证 | 下游需求放缓 |
+| 终端 | 军工、航空、机床、电子、新能源 | 刚性需求和技术升级 | 周期下行或采购延后 |
+
+钨的利润不一定只留在矿山。若矿价上行但材料端提价失败，下游材料公司利润会被挤压；若国产替代和高端制造需求足以支撑产品涨价，硬质合金和刀具端也可能受益。
+
+## 4. 数据和案例
+
+### 4.1 价格链条
+
+研报中出现多组钨价候选值：钨精矿 52.78 万元/吨、环比上涨 23.66%；钨精矿 101.96 万元/吨、环比上涨 12.33%；65%黑钨精矿 50 万元/标吨、较年初涨 8.7%；APT 77 万元/吨、较年初涨 14.9%；碳化钨粉 1150 元/公斤、周环比涨 21.1%。这些线索说明钨价不是单一矿端价格，而是从矿端向中游粉末和材料端传导。
+
+### 4.2 供给案例
+
+研报提到我国对钨矿实行开采总量控制，并把钨作为战略资源相关品种讨论。供给管制的含义是：前下游补库或需求恢复时，矿端不能快速用增产平抑价格，钨价更容易形成弹性。
+
+### 4.3 需求案例
+
+研报中提到电子、国防、高端制造领域提供基本需求，也提到 PCB 钻针、数控刀具、硬质合金等方向。这里的逻辑是：如果需求来自高端制造和进口替代，钨不是纯周期需求；但如果下游采购因涨价转弱，价格上涨也可能反过来压制需求。
+
+### 4.4 公司案例
+
+中钨高新多次出现在研报中，线索包括“核心孙公司金洲精工具备技术优势”“金洲精工是全球 PCB 钻针领先企业”“中钨高新为中国五矿集团钨产业核心上市平台”。这些都只是研报线索，正式使用前需公司公告或年报核验。
+
+## 5. 横向对比
+
+| 品种 | 共性 | 区别 |
+|---|---|---|
+| 钨 vs 稀土 | 都有战略资源属性 | 钨更强调硬质合金、刀具和高端制造材料 |
+| 钨 vs 锑 | 都受政策和供给约束影响 | 锑更偏阻燃/光伏玻璃/军工线索，钨更偏刀具和硬质合金 |
+| 钨 vs 钼 | 都可用于高端制造 | 研报有“钨价高位可能带动钼价受益需求挤出”的线索 |
+| 钨 vs 铜铝 | 都有价格和库存线索 | 铜铝更有连续交易所库存，钨更依赖产业报价和政策口径 |
+
+## 6. 公司含义
+
+钨公司不能用一个逻辑全覆盖。厦门钨业可能同时有钨和稀土材料线索；中钨高新更偏硬质合金、刀具和 PCB 钻针；章源钨业更偏资源和钨制品；湖南黄金涉及黄金、锑、钨多线索，需要拆分主营和项目。后续公司页应优先核业务占比、资源/产能、客户或产品、价格敏感性。
+
+## 7. 触发条件和失效条件
+
+触发条件：
+
+1. 钨精矿、APT、碳化钨粉价格同向上行。
+2. 下游补库和高端制造需求持续。
+3. 政策供给约束或出口限制继续强化。
+4. 公司官方源能证明业务暴露和利润传导。
+
+失效条件：
+
+1. 钨价回落或价格上涨无法传导到产品端。
+2. 下游刀具、PCB 钻针、硬质合金需求走弱。
+3. 公司主营占比不足或官方源不支持研报线索。
+4. 研报观点被误读为分析员交易建议。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\274_\345\270\202\345\234\272\345\210\206\346\236\220.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\274_\345\270\202\345\234\272\345\210\206\346\236\220.md"
new file mode 100644
index 0000000..38463a8
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\274_\345\270\202\345\234\272\345\210\206\346\236\220.md"
@@ -0,0 +1,34 @@
+# 钼_市场分析
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:02:00+08:00
+
+## 1. 先给结论
+
+钼市场要看“资源价格能否被合金需求承接”。如果钼价上涨来自特钢、高温合金、能源装备等需求改善，并且资源端供给没有快速放量，资源型公司研究优先级会提高；如果只是短期价格波动，结论强度有限。
+
+这不是钼公司买卖判断，而是钼链条的观察方法。
+
+## 2. 数据应该怎么解释
+
+本轮钼的数据状态比铜、铝、锂、镍弱。价格库存补充表没有形成单独、干净的钼价格和钼库存行；原研报线索中有 `锂|稀土|钼`、`钴|钼` 等混合记录，以及 `+42.81%`、`5.9%`、`5.11 万吨`、`9.66 万吨` 等候选值，但这些值没有完成钼品种、指标名称、日期和表格行的一一确认。
+
+这意味着钼目前只能写成 `DATA_PARTIAL / DATA_GAP_REVIEW`：可以说钼有公司、供给、价格、需求和成本线索，也可以说钼值得按资源和合金需求观察；但不能说钼价趋势已经被数据证明，更不能据此给钼公司排序。
+
+第一，钼价回答“资源价值有没有被重新定价”。价格上行说明市场愿意为钼支付更高价格，但还要判断上涨来自需求、供给，还是短期交易。
+
+第二，需求结构回答“涨价能不能持续”。钼进入特钢、高温合金、能源装备等环节，这些需求如果稳定，价格和资源利润更容易维持；如果钢铁需求走弱，钼价弹性会被压制。
+
+第三，公司钼业务占比回答“价格能不能传导到公司”。多金属公司即使有钼业务，也可能被铜、钴、金等其他业务稀释。钼价上涨只有在钼业务占比和利润弹性足够高时，才有明确公司含义。
+
+## 3. 公司弹性怎么传导
+
+金钼股份更适合按钼资源和钼价弹性阅读；洛阳钼业、紫金矿业等多金属公司要拆业务线，不能把钼价变化直接写成公司主逻辑。
+
+## 4. 观察指标
+
+短期看钼价和成交；中期看特钢、高温合金和能源装备需求；长期看资源储量、成本位置和公司钼业务占比。
+
+## 5. 边界
+
+当前钼资料仍偏候选线索，缺连续价格序列、库存或产量数据，以及公司钼业务占比。没有这些数据时，只能写观察线，不能写正式钼行业结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\274_\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\274_\346\200\273\350\247\210.md"
new file mode 100644
index 0000000..bfcba88
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\274_\346\200\273\350\247\210.md"
@@ -0,0 +1,38 @@
+# 钼_总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T12:51:00+08:00
+
+## 1. 先给结论
+
+钼的研究重点是“资源端供给弹性 + 特钢和高温合金需求”，不是普通大众消费金属逻辑。更清楚的说法是：钼值得跟踪的是价格和需求是否能让低成本资源公司保留利润，而不是所有带钼业务的公司都同等受益。
+
+这对投资研究的含义是：优先看资源质量、钼业务占比、钼价和钢铁/合金需求，而不是只看公司是否出现在钼主题里。
+
+## 2. 三条线索分别说明什么
+
+第一条线索是钼价。钼价回答“市场是否愿意为钼资源付更高价格”。但钼价上涨只是结果，还要继续看它来自需求改善、供给扰动，还是短期库存交易。
+
+第二条线索是需求结构。钼主要进入特钢、高温合金、能源装备和军工材料。这个线索说明：钼的需求更偏工业和高端制造，不适合用地产或消费金属的单一需求模板解释。
+
+第三条线索是公司钼业务占比。洛阳钼业、金钼股份、紫金矿业都可能被放进钼研究队列，但多金属公司里钼可能只是其中一块。只有当钼业务对收入、利润或资源价值足够重要时，钼价变化才有明确公司含义。
+
+## 3. 产业链怎么读
+
+```text
+钼矿 -> 钼精矿/钼铁 -> 特钢/高温合金/能源装备 -> 工业和军工需求
+```
+
+矿端决定资源利润，钼铁和化工环节决定加工传导，下游特钢和高温合金决定需求持续性。如果下游需求稳定而供给扰动增加，资源端更容易受益；如果钢铁需求走弱，钼价和利润弹性会被压制。
+
+## 4. 公司怎么分层
+
+资源主线：金钼股份更需要看钼资源、钼价和公司钼业务利润弹性。
+
+多金属主线：洛阳钼业、紫金矿业等需要拆铜、钴、钼、金等不同业务，不能把钼主题直接写成公司主逻辑。
+
+材料和合金需求：如果后续资料能补到钼铁、特钢或高温合金订单数据，才适合进一步写需求传导。
+
+## 5. 当前边界
+
+当前钼线索少于铜、铝、稀土，仍需要补价格序列、库存或产量数据，以及公司钼业务占比。可以写“钼是资源和合金需求观察线”，不能写“钼已成为有色最强主线”。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\274_\350\257\246\347\273\206\344\273\213\347\273\215.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\274_\350\257\246\347\273\206\344\273\213\347\273\215.md"
new file mode 100644
index 0000000..fb774bf
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\222\274_\350\257\246\347\273\206\344\273\213\347\273\215.md"
@@ -0,0 +1,32 @@
+# 钼_详细介绍
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:10:00+08:00
+
+## 1. 先给结论
+
+钼要按资源和合金需求读。它不是典型消费金属，更接近“资源供给 + 特钢/高温合金/能源装备需求”的工业金属逻辑。
+
+当前研究含义是：优先跟踪钼价、下游合金需求和公司钼业务占比。没有业务占比，钼价再强也未必能解释公司利润。
+
+## 2. 产业链怎么运行
+
+钼矿先形成钼精矿，再进入钼铁、钼化工或合金材料，最终进入特钢、高温合金、能源装备和军工材料。
+
+这条链条里，矿端决定资源利润，合金需求决定价格能否持续，公司业务结构决定钼价能不能传到财务报表。
+
+## 3. 利润怎么传导
+
+第一步，钼价上涨说明市场重新给钼资源定价。第二步，看上涨是否来自特钢和高温合金需求，而不是短期交易。第三步，看公司钼业务占比和成本位置。
+
+如果下游需求稳定，资源端更可能受益；如果钢铁需求转弱，钼价可能回落；如果公司是多金属公司，钼利润可能被其他业务稀释。
+
+## 4. 公司怎么读
+
+金钼股份更适合看钼资源和钼价弹性。洛阳钼业、紫金矿业要拆多金属业务，不能只因为有钼线索就把公司主逻辑写成钼。
+
+正式公司判断还需要公司年报、产量、成本、业务占比和钼价敏感性。
+
+## 5. 边界
+
+当前钼线索仍缺连续价格、库存、产量和公司业务占比。没有这些数据时，只能写钼是观察线，不能写正式钼行业结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\234_\345\270\202\345\234\272\345\210\206\346\236\220.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\234_\345\270\202\345\234\272\345\210\206\346\236\220.md"
new file mode 100644
index 0000000..c5e8ff6
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\234_\345\270\202\345\234\272\345\210\206\346\236\220.md"
@@ -0,0 +1,89 @@
+# 铜_市场分析
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T11:22:00+08:00
+
+## 1. 市场判断先降级
+
+铜当前是强观察品种，不是正式价格结论。强观察的依据是：价格库存有外部和原研报线索，供给扰动和矿端利润分配有多条研报线索，公司弹性可以落到资源端、冶炼端和材料端。但所有数值仍是 DRAFT 或 DATA_PARTIAL，需要表格行、日期和口径核验。
+
+## 2. 当前市场数据卡
+
+| 指标 | 当前 DRAFT 数值 | 来源入口 | 怎么用 | 不能怎么用 |
+|---|---:|---|---|---|
+| LME 铜现货 | 13181.50 USD/tonne | 市场总览 / Westmetall-LME 对照 | 判断海外铜价位置和外部对照 | 不能作为正式价格指标 |
+| LME 铜 3个月 | 13240.00 USD/tonne | 市场总览 / Westmetall-LME 对照 | 看现货和远期结构 | 未核日期前不能推趋势 |
+| LME 铜库存 | 341925 tonne | 市场总览 / Westmetall-LME 对照 | 看海外库存压力 | 不能替代 SHFE 或社会库存 |
+| SMM 1# 电解铜均价 | 14811.86 USD/tonne | SMM 现货入口 | 看国内现货对照 | 需核币种、汇率和原始口径 |
+| SHFE 铜库存 | 143875 tonne | SMM/SHFE 库存入口 | 看国内库存入口 | 需核日期、仓单和统计口径 |
+| 原研报铜线索 | 4 条 | 用户提供研报中的铜表格线索 | 回到原研报做人工核验 | 不能直接写成已确认事实 |
+
+## 3. 为什么市场不是只看铜价
+
+铜价是结果，不是原因。铜市场至少要拆四层：
+
+1. 供给层：矿山、精矿、湿法铜、非洲冶炼、检修会影响铜的实际可用供应。
+2. 冶炼层：TC/RC 决定矿端和冶炼端利润怎么分。
+3. 库存层：LME、SHFE、现货升贴水和社会库存决定短期紧张程度。
+4. 需求层：电网、AI 硬件、新能源车、铜箔/覆铜板、家电和建筑决定涨价能不能持续。
+
+研报线索里已经出现多个供给信号：如“全球湿法铜占 16%，关注硫酸对供应的扰动”“非洲湿法炼铜产能受限，海外冶炼厂已出现减产动作”“国内进入密集检修期，精炼铜产量环比或将收缩”。这些线索说明铜价如果强，不能只解释为情绪或宏观交易，还要回到精矿和冶炼供给。
+
+### 3.1 把铜价、库存、TC/RC 连起来读
+
+用户看铜市场，最关键的是别把几个指标分开看。铜价回答“市场现在给铜多少钱”；库存回答“这个价格有没有现货压力支撑”；TC/RC 回答“矿端和冶炼端谁在拿利润”。
+
+如果铜价上行、库存下降、TC/RC 走弱，这组信号合在一起更像“矿端偏紧，资源端议价更强”。这时有权益矿、成本低、产量能释放的公司更容易受益，纯冶炼企业反而可能因为加工费被压缩而利润承压。如果铜价上行但库存累积，说明需求承接可能不足，价格更可能是宏观或情绪驱动；如果 TC/RC 修复，冶炼端利润改善，资源端相对优势会下降。
+
+所以铜的 DRAFT 读法不是一句“铜价强，看铜公司”，而是先判断这轮价格强是不是由库存和供给支撑，再判断利润留在矿端、冶炼端还是材料端。当前数据能支持这个观察框架，但还不能支持正式趋势判断，因为报告日期、原始表格行和连续历史位置仍未全部核验。
+
+## 4. 供需和利润传导
+
+| 环节 | 市场变量 | 当前线索 | 对利润的含义 |
+|---|---|---|---|
+| 铜矿 / 精矿 | 矿端供应、湿法铜、海外冶炼扰动 | 湿法铜、非洲冶炼、检修等线索 | 若供给紧，资源端议价能力更强 |
+| 冶炼 | TC/RC、硫酸、副产品、加工费 | 原研报线索含 TC 走势和周度价差候选 | TC/RC 下行时纯冶炼利润可能承压 |
+| 库存 | LME 341925 tonne、SHFE 143875 tonne | 外部快照和原研报线索均有库存入口 | 去库通常强化短期价格弹性，累库削弱 |
+| 需求 | 电网、AI、铜箔、覆铜板、新能源 | HVLP 铜箔、M9 覆铜板、高端 PCB 等线索 | 新需求能否兑现决定中期弹性 |
+| 公司 | 资源端、冶炼端、材料端 | 紫金矿业、江西铜业、铜陵有色、洛阳钼业等 | 不同公司受益路径不同，不能只看公司名 |
+
+## 5. 横向对比
+
+| 品种 | 当前市场状态 | 铜相对位置 |
+|---|---|---|
+| 铜 | 价格、库存、供给、公司线索齐全度较高 | 适合先做市场样本 |
+| 铝 | 库存和成本线索较多 | 铝更看供给天花板和电力/氧化铝成本 |
+| 锂钴镍 | 价格有入口，但供需再平衡仍需核验 | 能源金属更像观察池，不能直接写反转 |
+| 稀土/钨/锡锑 | 战略属性强，价格和政策证据更分散 | 小金属更依赖政策、出口和资源安全 |
+| 金银 | 金融属性明显 | 贵金属要先看美元、利率和避险，不同于铜 |
+
+铜的相对优势是证据链更完整：既有外部价格库存入口，也有原研报表格线索，还能落到公司和资产。但这不等于铜结论更“确定”，只说明铜更适合作为第一个市场深读样本。
+
+## 6. 公司弹性排序口径
+
+当前只给排序方法，不给正式排序：
+
+1. 先看资源端：有矿、有权益产量、成本低的公司，对铜价和矿端紧张更敏感。
+2. 再看冶炼端：江西铜业、铜陵有色这类公司要看 TC/RC、库存和副产品利润，不是铜价涨就简单受益。
+3. 再看材料端：铜箔、覆铜板等要看 AI 和高端电子需求是否兑现。
+4. 最后看市场表现：股价和估值如果已经提前反映，观察状态要下调。
+
+样本公司池：紫金矿业、江西铜业、铜陵有色、洛阳钼业、西部矿业、金诚信。这个池子的用途是提示后续深读方向：资源端看权益矿和产量，冶炼端看 TC/RC 与副产品，矿服看项目建设，材料端看 AI、电网和高端电子需求。它不构成推荐。
+
+## 7. 未来观察指标
+
+| 时间 | 观察指标 | 为什么 |
+|---|---|---|
+| 1 季度 | LME/SHFE 铜价、LME/SHFE 库存、现货升贴水、TC/RC、原研报表格核验 | 判断短期市场强弱是否有数据支持 |
+| 1 年 | 非洲湿法铜、矿山扰动、国内检修、铜精矿供应、AI/电网需求 | 判断价格中枢是否能维持 |
+| 3 年 | 全球矿山资本开支、资源安全、电网投资、AI 数据中心、铜箔和高端 PCB | 判断铜是否进入长期资源重估 |
+
+## 8. 风险和失效
+
+1. 铜价强但库存累积，说明需求承接不足。
+2. TC/RC 修复，资源端相对优势减弱。
+3. 湿法铜、非洲冶炼、检修等供给线索没有被原文表格或外部来源支持。
+4. AI 铜需求只停留在材料叙事，没有下游占比或订单数据。
+5. 公司提及来自券商观点或标的列举，不能直接进入分析员结论。
+
+结论边界：本文是铜市场样本返修稿，只能用于 DRAFT 研究排序和后续核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\234_\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\234_\346\200\273\350\247\210.md"
new file mode 100644
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+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\234_\346\200\273\350\247\210.md"
@@ -0,0 +1,48 @@
+# 铜_总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:30:00+08:00
+
+## 1. 先给结论
+
+铜是本轮有色资料里最需要优先跟踪的工业金属主线之一。这里的“优先跟踪”不是说铜股最值得买，而是说铜同时连接资源供给、冶炼利润、库存压力和电网/AI 等需求，最适合用来判断本轮有色景气到底是资源端驱动，还是需求端驱动。
+
+对用户的阅读含义是：先看铜矿和库存，再看 TC/RC，最后再看公司是资源端、冶炼端还是材料端。不要直接从铜价上涨跳到“所有铜公司都受益”。
+
+## 2. 为什么铜要优先看资源端
+
+第一，铜矿供应决定利润从哪里开始分配。如果矿端偏紧，铜精矿更稀缺，资源端议价能力更强；这时拥有权益铜矿和低成本矿山的公司更值得先研究。
+
+第二，TC/RC 决定冶炼端压力。TC/RC 可以理解为冶炼厂把铜精矿加工成精铜的加工费。如果 TC/RC 承压，说明冶炼端利润被压缩，价格上涨未必能让冶炼公司同步受益。
+
+第三，库存决定现货压力。LME、SHFE 或国内社会库存如果偏低，说明现货缓冲少，价格更容易受供给扰动影响；如果库存累积，价格上涨的持续性要打折。
+
+## 3. 数据和线索怎么读
+
+当前已经有 LME、SMM、SHFE 铜价库存入口，也有 TC/RC、矿山扰动和需求线索。它们分别回答三个问题：
+
+1. 铜价：市场愿意给铜多高的定价，这是结果，不是原因。
+2. 库存：现货是否紧张，库存低才更能支持价格韧性。
+3. TC/RC：利润在矿山和冶炼之间怎么分配，低加工费更偏向资源端。
+
+这些数据目前仍是 DRAFT 或候选口径，正式输出前必须补报告日期、原始表格行、单位和数值一致性。当前能得出的读法是“资源端优先观察”，不能写成正式价格判断。
+
+## 4. 公司怎么分层
+
+铜链条公司不能只按“铜相关”放在一起看：
+
+1. 紫金矿业、洛阳钼业这类资源端公司，重点看权益铜矿、产量、成本和项目达产。
+2. 江西铜业、铜陵有色这类综合铜企，既要看矿山权益，也要看冶炼加工费、铜材和副产品。
+3. 铜材或铜箔类公司，如果进入后续研究，需要看终端订单和加工利润，而不是只看铜价。
+
+这只是研究分层，不是推荐名单。
+
+## 5. 触发和失效
+
+触发条件：铜价有支撑，库存偏低或去化，TC/RC 继续承压，权益矿产量和项目进度得到公司官方资料支持。
+
+失效条件：铜库存累积，TC/RC 修复使利润回到冶炼端，海外矿山扰动低于预期，电网/AI 等需求兑现慢，或公司官方资料不能支持资源端利润弹性。
+
+## 6. 边界
+
+当前保持 DRAFT。铜是优先跟踪主线，不是正式行业结论，也不是交易建议、目标价或收益承诺。正式输出前仍需完成原始表格行、报告日期、单位、公司官方源和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\234_\350\257\246\347\273\206\344\273\213\347\273\215.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\234_\350\257\246\347\273\206\344\273\213\347\273\215.md"
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+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\234_\350\257\246\347\273\206\344\273\213\347\273\215.md"
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+# 铜_详细介绍
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T11:22:00+08:00
+
+## 1. 先说结论
+
+铜是本轮有色资料里最适合先深读的工业金属之一，但当前只能给出 DRAFT 观察框架，不能给正式行业结论。理由不是“铜被提到很多”这么简单，而是铜同时满足三件事：价格库存线索已经进入表格复核队列，供给扰动能解释利润分配变化，公司层面能落到资源端和冶炼端的差异。
+
+当前证据强度：
+
+| 证据层 | 当前情况 | 能说明什么 | 不能说明什么 |
+|---|---|---|---|
+| 资料基础 | 价格、库存、供给、需求、成本和公司案例都有可追溯线索 | 铜是本轮工业金属主线之一 | 不能直接证明铜价趋势 |
+| 市场变量 | 原研报铜价格/库存线索 4 条；外部快照含 LME、SMM、SHFE 铜价格和库存入口 | 可做 DRAFT 市场观察 | 未完成日期、表格行、数值一致性核验 |
+| 原研报表格 | 多条铜表格候选已有可回看入口 | 可继续人工核表 | 可回看入口不等于正式表格证据 |
+| 公司线索 | 紫金矿业、江西铜业、铜陵有色、洛阳钼业、西部矿业、金诚信反复出现 | 可建立公司深读队列 | 公司进入深读队列不等于推荐或正式价值判断 |
+
+## 2. 铜产业链到底怎么赚钱
+
+铜的链条可以按“矿 -> 冶炼 -> 加工 -> 终端需求”理解：
+
+```text
+铜矿 / 铜精矿
+-> 冶炼 / 精炼成电解铜
+-> 铜杆、铜箔、铜材、覆铜板等材料
+-> 电网、新能源车、储能、AI 服务器、电器、建筑、军工电子
+```
+
+利润不是平均留在每个环节。谁掌握稀缺资源，谁更可能保留利润。当前研报线索反复指向“矿端偏紧”和“冶炼加工费压力”，这意味着铜的研究不能只看铜价涨跌，还要看利润从冶炼端向资源端分配的过程。
+
+举例：如果铜矿供应偏紧，冶炼厂为了拿到精矿，议价能力下降，加工费可能被压低；这时铜价上涨未必让纯冶炼企业最受益，反而更利好有矿山权益和低成本资源的公司。反过来，如果 TC/RC 修复，冶炼端利润改善，资源端相对优势会下降。
+
+## 3. 主导变量怎么解释
+
+| 主导变量 | 数据或案例线索 | 为什么重要 | 当前结论强度 |
+|---|---|---|---|
+| 资料基础 | 铜的资料线索集中在供应、公司、价格、需求和成本 | 说明铜不是零散提及，而是研报池里反复讨论的工业金属主线 | DRAFT_FOR_REVIEW |
+| 价格库存 | 市场总览记录 LME 铜现货 13181.50 USD/tonne、LME 3个月 13240.00 USD/tonne、LME 库存 341925 tonne、SHFE 铜库存 143875 tonne、SMM 1# 电解铜均价 14811.86 USD/tonne | 价格决定盈利弹性，库存决定短期供需压力，但这些数值仍是 DRAFT 外部对照 | DATA_PARTIAL |
+| 矿端扰动 | 研报线索提到“全球湿法铜占 16%，关注硫酸对供应的扰动”；另有“非洲湿法炼铜产能受限、海外冶炼厂出现减产动作”线索 | 供给扰动会改变铜价预期，也会改变资源端和冶炼端的利润分配 | DRAFT_FOR_REVIEW |
+| TC/RC / 冶炼利润 | 原研报价格库存线索中有铜相关表格，线索包含“本周”“517美元/吨”“-108元/吨”等候选值；样本上下文提到 TC 走势 | TC/RC 是矿端和冶炼端利润分配的核心变量，正式使用前必须核表头和单位 | DATA_GAP_REVIEW |
+| 公司案例 | 巨龙铜矿线索显示“全年实现铜产量 19.38 万吨、销量 19.37 万吨”“净利润 91.41 亿元”“二期达产后矿产铜年产量将提高至 30-35 万吨” | 这是“资源端为什么重要”的具体案例：产量、铜价和矿山利润可以同时驱动公司弹性 | DRAFT_FOR_REVIEW，需原文页和官方源复核 |
+| 新需求 | 研报提到 AI 材料、高阶铜箔、HVLP 铜箔、M9 覆铜板等需求线索 | 铜不只有传统电网和建筑需求，AI 硬件也可能带来边际增量 | DRAFT_FOR_REVIEW，缺下游占比 |
+
+## 4. 前因后果：为什么铜比很多品种更值得先看
+
+第一，铜不是靠一两篇报告支撑的孤立线索。多个报告都在讨论供应、价格、需求和公司，并且可以和价格库存、TC/RC、矿端扰动、公司资产案例连起来看。
+
+第二，铜有可读的市场数据入口。市场总览已整理 LME、SMM、SHFE 的铜价和库存入口，用户提供的研报中也有 4 条铜价格库存线索。这些数据还不能升级为正式指标，但足够告诉我们：铜的市场分析不能只写“看好资源端”，必须把价格、库存、TC/RC 和供给扰动一起看。
+
+第三，铜能落到具体公司和资产。公司池里既有资源端多金属公司，如紫金矿业、洛阳钼业、西部矿业，也有冶炼和加工相关公司，如江西铜业、铜陵有色。巨龙铜矿的产量和利润线索提供了一个具体案例：当矿山产量和铜价同时支撑时，资源端公司利润弹性会更直接。
+
+### 4.1 铜价上涨为什么不等于所有铜公司都受益
+
+铜价上涨只是收入端变化，真正决定公司利润的是铜价上涨背后的原因和利润分配位置。
+
+如果上涨来自矿端供给紧张，铜精矿更稀缺，冶炼厂拿矿的议价能力下降，TC/RC 可能承压。这种情况下，拥有权益矿和低成本矿山的公司更容易保留利润；纯冶炼或冶炼占比高的公司要看加工费、副产品和套保能否抵消压力。如果上涨来自需求改善且库存下降，资源端、冶炼端和材料端都可能受益，但传导速度不同：资源端先受铜价影响，冶炼端看加工费和库存，材料端看订单和加工费。
+
+因此铜链条要按“资源端、冶炼端、材料端”分开写。紫金矿业更像资源和项目达产样本；江西铜业、铜陵有色要重点拆冶炼加工费、硫酸副产品、贸易/套保和自有资源；铜箔、覆铜板等材料链则要看 AI 和高端电子需求是否真的落到订单。这个拆法比直接写“铜公司受益”更接近真实产业逻辑。
+
+## 5. 公司怎么分层
+
+| 公司类型 | 代表公司 | 看什么 | 为什么 |
+|---|---|---|---|
+| 资源端多金属 | 紫金矿业、洛阳钼业、西部矿业 | 权益资源、矿产铜产量、成本、海外项目 | 铜价上涨和矿端偏紧更容易传导到资源利润 |
+| 冶炼和综合铜企 | 江西铜业、铜陵有色 | 冶炼加工费、库存、硫酸副产品、套保和贸易 | 铜价上涨不一定等于冶炼利润上涨，TC/RC 很关键 |
+| 矿服和产能建设 | 金诚信 | 矿山建设、采掘合同、项目进度 | 资源开发扩张可能带来订单和工程弹性 |
+| 材料链 | 铜箔、覆铜板、铜材相关公司 | AI 服务器、电网、新能源车、电子材料需求 | 下游需求决定铜价和加工材料能否持续传导 |
+
+## 6. 当前可以怎么读
+
+当前铜的 DRAFT 读法是：
+
+1. 长期看资源安全和新增矿山产能。
+2. 中期看 TC/RC、精矿供应和冶炼端利润分配。
+3. 短期看 LME/SHFE/SMM 价格库存和现货升贴水。
+4. 公司上先看资源端和综合铜企，不用券商“相关标的”直接替代公司结论。
+
+## 7. 失效条件
+
+铜的观察状态会在以下情况下失效：
+
+1. LME/SHFE 铜价回落且库存持续累积。
+2. TC/RC 修复导致资源端超额利润下降。
+3. 湿法铜、非洲冶炼、矿山扰动等供给线索被原文或外部数据证伪。
+4. AI、电网、新能源车等需求线索无法补出占比、增速或订单证据。
+5. 公司主营铜暴露不足，或官方资料无法支持研报线索。
+
+## 8. 还缺什么
+
+1. 铜价和库存数据的报告日期、原始表格行、单位口径和数值一致性。
+2. TC/RC 原表和图表来源。
+3. 铜下游需求占比，尤其电网、建筑、新能源车、AI 数据中心、铜箔/覆铜板之间的结构对比。
+4. 紫金矿业、江西铜业、铜陵有色等公司的官方产量、成本、权益资源和业务占比。
+
+结论边界：本文已补数据、案例和前因后果，但仍是样本返修稿，不是正式铜行业结论。
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+# 铝_市场分析
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T11:08:00+08:00
+
+## 1. 市场视角定位
+
+本文只讨论铝的价格、库存、供需、利润传导、公司弹性和后续观察指标。市场文档的核心必须是数据，因此本版把研报内线索和外部快照入口放在正文中；但所有数值仍为 DRAFT 候选，不是正式指标。
+
+## 2. 市场数据卡
+
+| 指标 | 候选值/线索 | 市场含义 | 证据边界 |
+|---|---:|---|---|
+| LME Aluminum Cash Settlement | 3150.00 美元/吨 | 外盘价格入口 | 需核日期、来源表格行 |
+| LME Aluminum 3-month | 3160.50 美元/吨 | 远期价格入口 | 需核日期和合约口径 |
+| LME 铝库存 | 310225 吨；研报线索另有 33.8 万吨 | 外盘显性库存入口 | 两套口径需按日期核对 |
+| SMM A00 铝锭 | 3348.18 美元/吨等价入口；研报有 24240 元/吨、21360 元/吨、2.43-2.45 万元/吨 | 国内现货价格入口 | 需统一币种、日期和汇率 |
+| SHFE 铝库存 | 527345 吨 | 国内交易所库存入口 | 需核交易日 |
+| 国内铝锭社会库存 | 140.1 万吨 | 社会库存观察入口 | 来自原研报线索，需核表格行 |
+| 铝棒库存 | 19 万吨，环比下降 2.05 万吨 | 加工端库存线索 | 需核统计范围 |
+| 全球铝显性库存 | 192.9 万吨 | 全球库存缓冲线索 | 需核原表 |
+
+这些数据已经足以支撑“铝市场需要重点看库存和成本曲线”的 DRAFT 判断。它们还不足以支撑正式价格判断，因为日期、单位和来源行没有全部统一。
+
+### 2.1 这些数据放在一起怎么读
+
+铝市场不能只看“铝价涨了还是跌了”。铝价是结果，库存和成本才解释这个结果能不能传导到利润。
+
+当前这组 DRAFT 数据给出的读法是：LME、SMM、SHFE 和社会库存都已经能提供跟踪入口，说明铝不是缺少市场数据，而是需要把数据放到同一条链上看。价格告诉我们市场愿意给铝多少钱；库存告诉我们现货压力是否在减轻；氧化铝和电力成本决定电解铝公司能不能把铝价留下来变成利润；几内亚、中东、俄铝库存等事件则解释供给端为什么会被市场反复交易。
+
+这就意味着，铝的市场判断应该按三步读：第一步看库存是否继续去化，判断价格有没有现实支撑；第二步看氧化铝和电力成本是否同步抬升，判断利润是否被成本吞掉；第三步看公司属于一体化、低成本电解铝还是加工材料，因为同一轮铝价变化传导到不同公司时，利润留下来的位置不同。
+
+本轮还不能写成“铝正式进入强周期”。原因是日期、单位、原始表格行和连续历史分位还没有全部核完。更稳妥的 DRAFT 结论是：铝已经具备市场跟踪价值，但必须把价格、库存和成本一起看，单看铝价容易误判。
+
+## 3. 供需拆解
+
+### 3.1 供给端
+
+供给端有三类扰动：
+
+1. 铝土矿：几内亚铝土矿出口管控可能影响氧化铝原料供给。
+2. 电解铝：中东地区电解铝产能不确定性提升，可能影响海外供应。
+3. 可流通库存：LME 中俄铝库存流通受限，可能导致名义库存和可用库存不一致。
+
+供给扰动的市场含义是提高价格弹性，但不能单独证明铝价持续上涨。正式判断需要看到库存继续下降或现货升贴水配合。
+
+### 3.2 需求端
+
+铝的需求横跨建筑、交通、电力、新能源和包装。研报中也提到国内出口需求带动库存去化、支撑价格等线索。需求端的关键不是一句“需求好”，而是库存是否继续去化、加工端订单是否改善、铝棒库存是否同步下降。
+
+### 3.3 成本和利润
+
+铝利润至少受三项影响：铝价、氧化铝价格和电力成本。若铝价上涨但氧化铝和电力成本同步上行，利润可能被成本吞掉；若铝价保持高位、库存去化且成本稳定，电解铝公司利润弹性才更清楚。
+
+## 4. 历史位置和横向比较
+
+目前没有完成连续历史分位核验，因此不能写“历史低位/高位”的正式结论。可以写的 DRAFT 观察是：
+
+| 观察项 | 当前读法 | 需要补的正式证据 |
+|---|---|---|
+| 库存 | 多个口径指向库存是关键变量，部分线索显示去库 | 连续时间序列和日期口径 |
+| 价格 | 国内外价格入口较多，适合跟踪 | 原始表格行、汇率和币种 |
+| 供给事件 | 几内亚、中东、俄铝库存是主要事件线索 | 官方/交易所/新闻证据链 |
+| 公司弹性 | 中国铝业、云铝股份等可作为深读队列 | 年报、公告、成本和产能 |
+
+与铜相比，铝更依赖库存和成本曲线；与小金属相比，铝更适合用价格库存连续数据跟踪；与锂相比，铝的供给约束更偏政策、能源和资源安全，不是单一新能源需求弹性。
+
+## 5. 公司弹性排序口径
+
+| 排序维度 | 为什么重要 | 对公司页的要求 |
+|---|---|---|
+| 主营暴露 | 决定铝价和库存能否传导到利润 | 年报收入和毛利构成 |
+| 产能和权益资源 | 决定弹性规模 | 公司公告或年报产能 |
+| 成本位置 | 决定同样铝价下谁先受益 | 电力、氧化铝、自有资源 |
+| 加工端产品结构 | 决定是否能摆脱单纯铝价周期 | 产品、客户、订单 |
+| 估值和拥挤度 | 决定研究逻辑是否已被市场提前反映 | 后续市场显影，不在本文给交易结论 |
+
+当前深读队列为中国铝业、云铝股份、神火股份、天山铝业、南山铝业、明泰铝业。这个队列的意义是帮助用户知道下一步应该拆哪些公司类型：一体化公司看资源和氧化铝，低成本电解铝公司看电力和吨铝利润，铝加工公司看订单和加工费。它不等于买入名单或推荐名单。
+
+## 6. 市场观察框架
+
+| 时间维度 | 观察指标 | 可能含义 |
+|---|---|---|
+| 1-4 周 | LME/SHFE/SMM 铝价、社会库存、铝棒库存 | 判断去库和价格弹性是否同步 |
+| 1 个季度 | 氧化铝价格、电力成本、公司公告 | 判断吨铝利润是否改善 |
+| 1 年 | 几内亚、中东供给事件是否落地 | 判断供给扰动是否从预期进入基本面 |
+| 3 年 | 低碳铝、一体化资源、加工升级 | 判断公司壁垒是否持续 |
+
+## 7. 风险和边界
+
+主要风险：
+
+1. 库存重新累积，去库逻辑失效。
+2. 氧化铝或电力成本上涨，吞噬电解铝利润。
+3. 几内亚、中东等供给扰动影响有限。
+4. 公司页只依赖券商提及，没有官方主营和产能证据。
+
+本文不写买入、卖出、目标价、收益承诺或交易指令。当前只能作为 DRAFT 市场研究框架。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\235_\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\235_\346\200\273\350\247\210.md"
new file mode 100644
index 0000000..bd08320
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\235_\346\200\273\350\247\210.md"
@@ -0,0 +1,71 @@
+# 铝_总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:05:00+08:00
+
+一句话结论：铝这条线不能只看铝价涨跌，当前研报给出的主要矛盾是“供给约束、低库存和成本曲线”共同决定吨铝利润弹性，真正需要分辨的是利润留在氧化铝、电解铝还是低成本一体化公司。
+
+## 1. 产业链位置
+
+```text
+铝土矿 -> 氧化铝 -> 电解铝 -> 铝加工/铝材 -> 建筑、交通、电力、新能源、包装
+```
+
+铝的上游不是单一矿端。铝土矿决定氧化铝原料安全，氧化铝决定电解铝成本，电力成本决定电解铝现金成本，铝加工和终端需求决定价格能否持续传导。当前材料里已经同时出现铝价、库存、铝土矿、氧化铝、电力成本、供给扰动和公司线索，说明它不是边缘品种，而是有色核心主线之一。
+
+## 2. 当前数据底座
+
+| 数据或线索 | 当前候选值/状态 | 读法 | 证据状态 |
+|---|---:|---|---|
+| LME Aluminum Cash Settlement | 3150.00 美元/吨 | 外盘铝价处于可跟踪入口 | DRAFT，需核具体日期 |
+| LME 3-month Aluminum | 3160.50 美元/吨 | 远期价格与现货接近，适合观察期限结构 | DRAFT，需核来源行 |
+| LME 铝库存 | 310225 吨 | 外盘显性库存入口 | DRAFT，需核日期 |
+| SMM A00 铝锭均价 | 3348.18 美元/吨等价入口 | 国内现货价格入口 | DRAFT，需补人民币原始口径和汇率 |
+| SHFE 铝库存 | 527345 吨 | 国内交易所库存入口 | DRAFT，需核交易日 |
+| 原研报铝价格库存线索 | 8 条 | 已有研报内价格/库存表格线索 | DATA_PARTIAL |
+| 原研报表格线索 | 铝相关表格已有可回看入口 | 可回到原研报核表头、单位和日期 | DATA_PARTIAL |
+
+以上数据说明问题不是“没有数据”，而是前一版核心文档没有把已有数据迁移进用户阅读稿。当前仍不能把这些数值写成正式指标，因为报告日期、原始表格行和单位口径还没有全部核完。
+
+## 3. 铝的主线怎么形成
+
+第一层是库存。研报线索中出现国内铝锭社会库存 140.1 万吨、铝棒库存 19 万吨、铝棒库存环比下降 2.05 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨等表述；另有线索写到铝库存下行至 35.6 万吨、处于近几年较低位。库存下降意味着需求或供应扰动正在消耗显性缓冲，但是否能外推为持续紧平衡，还要看具体日期和统计口径。
+
+第二层是供给。研报多次提到几内亚铝土矿出口管控、中东电解铝产能不确定性、LME 中俄铝库存流通受限等线索。这里的逻辑不是“事件一出铝价必涨”，而是供给链条有三个传导点：铝土矿影响氧化铝，氧化铝影响电解铝成本，海外电解铝扰动影响全球可流通铝库存。
+
+第三层是利润。铝价线索里出现 24240 元/吨、21360 元/吨、2.43 万元/吨、2.45 万元/吨等候选价格，叠加氧化铝和电力成本，决定电解铝企业的吨铝利润。若铝价强但氧化铝、电力成本同步上行，利润不一定留给电解铝；若成本下行而库存去化，电解铝利润弹性更明显。
+
+## 4. 横向对比
+
+| 子行业 | 当前可读线索 | 和铝的区别 |
+|---|---|---|
+| 铜 | 资源约束、矿山项目、TC/RC 更突出 | 铜偏资源约束和冶炼加工费，铝更依赖电力和氧化铝成本 |
+| 铝 | 供给天花板、库存、氧化铝、电力成本 | 铝的公司弹性更看成本曲线和一体化程度 |
+| 小金属 | 政策、出口管制、战略属性更强 | 小金属事件弹性强，铝更需要库存和利润数据确认 |
+| 锂钴镍 | 供需再平衡和新能源需求更敏感 | 锂钴镍周期波动大，铝更偏基础工业和成本曲线 |
+
+## 5. 公司含义
+
+铝链条的公司不能按在研报里出现得多不多直接排序。更合理的阅读顺序是：
+
+| 层级 | 候选公司 | 需要看的核心问题 |
+|---|---|---|
+| 一体化资源/氧化铝/电解铝 | 中国铝业 | 铝土矿、氧化铝、电解铝是否形成成本和资源优势 |
+| 低成本电解铝 | 云铝股份、神火股份、天山铝业 | 电力成本、区域资源、产能利用率和吨铝利润 |
+| 铝加工和材料 | 南山铝业、明泰铝业 | 需求结构、加工费、产品升级和下游订单 |
+
+当前公司页仍是 DRAFT。券商原文中的“关注”“相关标的”只作为原文线索，不是分析员推荐。
+
+## 6. 后续观察条件
+
+| 观察项 | 为什么要看 | 当前状态 |
+|---|---|---|
+| LME/SHFE/SMM 铝价 | 判断价格是否兑现供需扰动 | 有入口，需核日期 |
+| LME/SHFE/社会库存 | 判断去库是否持续 | 有研报线索和外部入口 |
+| 氧化铝价格 | 判断成本是否吞噬电解铝利润 | 需要补口径 |
+| 电力成本和区域产能 | 判断公司成本曲线 | 需要公司官方源 |
+| 几内亚、中东供给事件 | 判断供给扰动是否真实影响可流通供给 | 需事件证据和替代解释 |
+
+## 7. 风险和边界
+
+本文是铝链条核心阅读 DRAFT，不是正式行业结论。本文不写买入、卖出、目标价、收益承诺或交易指令。主要风险是：需求走弱导致库存重新累积；氧化铝或电力成本上行压缩利润；供给扰动只是短期情绪；公司主营暴露不足；研报中的券商观点被误读成分析员投资建议。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\235_\350\257\246\347\273\206\344\273\213\347\273\215.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\235_\350\257\246\347\273\206\344\273\213\347\273\215.md"
new file mode 100644
index 0000000..29b52f9
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\223\235_\350\257\246\347\273\206\344\273\213\347\273\215.md"
@@ -0,0 +1,87 @@
+# 铝_详细介绍
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:05:00+08:00
+
+## 1. 文档定位
+
+本文解释铝产业链为什么值得单独看、利润如何传导、研报中哪些数据和案例支撑当前读法。本文不是正式行业结论，也不输出交易建议。
+
+## 2. 产业链拆解
+
+铝产业链可以拆成五段：
+
+ 环节 关键变量 利润影响
+ --- --- ---
+ 铝土矿 几内亚、澳洲等资源供给和出口政策 影响氧化铝原料成本和供给安全
+ 氧化铝 氧化铝价格、库存、产能扰动 影响电解铝现金成本
+ 电解铝 电价、产能天花板、开工率、库存 决定吨铝利润弹性
+ 铝加工 加工费、产品结构、订单 决定利润能否从金属价格转成公司利润
+ 终端需求 建筑、交通、电力、新能源、包装 决定去库和涨价是否可持续
+
+研报里铝的线索集中在价格、库存、供给扰动和公司映射，说明当前更适合从市场和成本曲线切入，而不是先写成单一需求故事。
+
+## 3. 数据和事实基础
+
+| 类别 | 已有线索 | 当前读法 |
+|---|---|---|
+| 资料基础 | 铝价、库存、铝土矿、氧化铝、电解铝、加工和终端需求线索较完整 | 适合做核心品种 |
+| 外盘价格 | LME Aluminum Cash 3150.00 美元/吨、3-month 3160.50 美元/吨 | 可作为外盘价格入口 |
+| 外盘库存 | LME 铝库存 310225 吨；研报线索写到 LME 铝库存 33.8 万吨 | 两套口径需按日期核对 |
+| 国内价格 | SMM A00 铝锭、24240 元/吨、21360 元/吨、2.43-2.45 万元/吨等候选值 | 价格线索充分，但需统一日期和单位 |
+| 国内库存 | SHFE 铝库存 527345 吨；社会库存 140.1 万吨；铝棒库存 19 万吨 | 库存是铝主线的核心数据 |
+| 原研报表格 | 部分铝相关表格已经可以回看 | 可用于人工核表头、单位和日期 |
+
+此前文档的问题是“有数据但没有写进正文”。本版把数据写入正文，但仍保持 DRAFT，因为正式证据还缺原始表格行和数值一致性核验。
+
+## 4. 前因后果：为什么铝会成为主线
+
+### 4.1 库存低位带来价格弹性
+
+研报线索里出现“铝库存下行至 35.6 万吨，为近几年较低位，持续去库”的表述，也出现社会库存 140.1 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨等表格候选值。库存下降本身不等于价格必然上涨，但它说明供需缓冲变薄，后续如果再遇到供给扰动或需求超预期，价格弹性会被放大。
+
+### 4.2 铝土矿和氧化铝把扰动传到成本端
+
+几内亚铝土矿出口管控、氧化铝期货价格快速上涨，是研报里反复出现的案例。这个案例的传导链是：铝土矿出口受限 -> 氧化铝原料紧张或预期紧张 -> 氧化铝价格上行 -> 电解铝成本上行。它对公司利润的影响取决于公司是否自有铝土矿、氧化铝权益和成本转嫁能力。
+
+### 4.3 中东和俄铝线索影响可流通供给
+
+研报中还有中东电解铝产能不确定、LME 中俄铝库存流通受限等线索。它们的共同点是影响“可流通供给”，而不仅是名义产量。若库存里有一部分无法顺畅流通，实际可用库存可能低于表面库存，这会提高价格对扰动的敏感度。
+
+### 4.4 需求端决定持续性
+
+铝的需求覆盖建筑、交通、电力、新能源和包装。即使供给端有扰动，如果终端需求弱、库存重新累积，价格弹性也会失效。因此铝的研究不能只写供给事件，还要持续看国内社会库存、SHFE 库存和加工企业订单。
+
+## 5. 公司映射
+
+ 公司 初步角色 需要验证的问题
+ --- --- ---
+ 中国铝业 铝土矿、氧化铝、电解铝一体化线索 资源和氧化铝是否形成成本优势；官方年报口径
+ 云铝股份 低成本/绿电电解铝线索 电力成本、产能、吨铝利润弹性
+ 神火股份 电解铝成本和资源区域线索 电力、产能和煤电铝一体化口径
+ 天山铝业 电解铝和低碳项目线索 绿色低碳项目、成本和产能释放
+ 南山铝业、明泰铝业 铝加工和材料端线索 加工费、产品结构、下游订单
+
+这些公司是研究队列，不是推荐名单。公司页要从主营暴露、产能、成本、利润弹性和官方来源重新验证。
+
+## 6. 横向对比和投资读法边界
+
+铝相对铜，矿端故事不如铜集中，但电力成本和氧化铝成本更重要；相对小金属，铝的政策事件弹性较弱但库存和价格数据更连续；相对锂钴镍，铝需求更广但景气弹性需要通过库存确认。
+
+因此当前研究读法是：把铝作为“库存和成本曲线驱动的核心工业金属”观察，而不是把它写成交易指令。后续若要提升结论强度，必须补齐原研报表格行、日期、单位、公司官方源和数值一致性。
+
+## 7. 触发条件和失效条件
+
+触发条件：
+
+1. LME/SHFE/SMM 价格和库存持续支持去库或紧平衡。
+2. 几内亚、中东或其他供给扰动有可验证证据。
+3. 氧化铝和电力成本没有完全吞噬电解铝利润。
+4. 公司官方披露能证明主营暴露和成本优势。
+
+失效条件：
+
+1. 社会库存、交易所库存重新累积。
+2. 氧化铝、电力成本上行导致吨铝利润收缩。
+3. 供给事件被证伪或影响小于预期。
+4. 公司主营暴露不足，研报提及不能传导到业绩。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\202\351\222\264\351\225\215_\345\270\202\345\234\272\345\210\206\346\236\220.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\202\351\222\264\351\225\215_\345\270\202\345\234\272\345\210\206\346\236\220.md"
new file mode 100644
index 0000000..e92e332
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\202\351\222\264\351\225\215_\345\270\202\345\234\272\345\210\206\346\236\220.md"
@@ -0,0 +1,36 @@
+# 锂钴镍_市场分析
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:02:00+08:00
+
+## 1. 先给结论
+
+锂钴镍市场的核心问题不是“价格够不够低”，而是“供给、库存和需求什么时候重新平衡”。当前更适合写成观察期：等待库存下降、价格企稳、供给放缓和低成本公司显现优势。
+
+这对投资研究的含义是：能源金属可以跟踪，但不能因为低位或新能源主题就写成反转已经完成。
+
+## 2. 数据应该怎么解释
+
+本轮可用数据先给出一个 DRAFT 价格和库存框架：2026-06-25，SMM 工业级碳酸锂均价 22418.9 USD/tonne，SMM 电池级碳酸锂均价 23005.01 USD/tonne；Trading Economics 的锂基准为 157000 CNY/tonne；SMM 镍板均价 19012.1 USD/tonne，电池级硫酸镍均价 4762.18 USD/tonne，SHFE 镍库存 96789 吨；SMM 中国金属钴均价 55241.33 USD/tonne。以上均为 `DRAFT_FOR_REVIEW` 口径。
+
+这些数据合在一起说明：锂、镍、钴已经有价格入口，镍还有库存入口，但它们还不能直接证明能源金属反转。锂价格告诉我们锂盐当前处在什么报价区间；镍库存告诉我们现货压力是否仍在；钴价格告诉我们材料链另一个金属的价格水平。要提高结论强度，还需要看到库存持续下降、价格稳定上行、项目投产放缓和下游需求改善。
+
+第一，价格回答“市场结果”。锂盐、镍、钴价格如果企稳，只能说明市场压力可能缓和；要证明反转，还要看到库存和供给端同步改善。
+
+第二，库存回答“过剩有没有消化”。库存下降说明供需压力减轻，库存继续累积则说明低价可能还没有出清。对锂钴镍来说，库存比单日价格更能解释周期位置。
+
+第三，项目投产回答“供给是否还在增加”。如果矿山、盐湖或冶炼项目继续释放产能，价格即使反弹也可能被新增供给压住。低成本、资源质量好的公司才更可能在低价周期中留住价值。
+
+## 3. 公司弹性怎么传导
+
+锂资源公司看资源成本、锂盐价格和项目进度；钴镍材料公司看中间品成本、材料订单和加工利润；项目型公司看建设进度和资本开支。
+
+赣锋锂业、天齐锂业、中矿资源、华友钴业等进入深读队列，不是因为名称出现，而是因为它们分别对应资源、锂盐、矿山项目或材料链条。正式公司结论必须回到官方披露。
+
+## 4. 观察指标
+
+短期看锂盐价格、镍钴价格和库存变化；中期看项目投产、产能利用率和终端需求；长期看资源成本、客户绑定和产业链位置。
+
+## 5. 边界
+
+当前 SMM、Trading Economics 和原研报表格提供的是数据入口，不是已经核验完的正式指标。缺币种、日期、原始表格行和数值一致性时，应写为 `DATA_GAP_REVIEW`。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\202\351\222\264\351\225\215_\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\202\351\222\264\351\225\215_\346\200\273\350\247\210.md"
new file mode 100644
index 0000000..a4b6d4b
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\202\351\222\264\351\225\215_\346\200\273\350\247\210.md"
@@ -0,0 +1,38 @@
+# 锂钴镍_总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T12:51:00+08:00
+
+## 1. 先给结论
+
+锂钴镍现在更像“等待再平衡”的能源金属主线，而不是已经确认反转的主线。研究重点不是看到低位就判断反转，而是看供给释放、库存去化和新能源/储能需求能不能重新匹配。
+
+这对投资研究的含义是：当前更适合跟踪价格底部是否稳住、库存是否下降、项目投产是否放慢、公司成本和资源质量是否能穿越低价周期。它不是立即买入或卖出的结论。
+
+## 2. 为什么不能只说“价格低”
+
+第一条线索是供给释放。锂、镍、钴过去几年都有大量项目建设或扩产预期。如果新增供给还在释放，价格低并不自动代表反转，可能只是产能过剩继续出清。
+
+第二条线索是库存和需求。新能源车、储能、消费电子决定需求端强弱，但需求改善需要先反映到库存下降和价格企稳。只看终端故事，不看库存，容易把主题当成周期反转。
+
+第三条线索是公司成本。低价周期里，真正有研究价值的公司通常不是所有资源公司，而是成本低、资源质量好、现金流能扛住、项目节奏可控的公司。高成本或投产慢的公司，即使品种价格反弹，也未必受益明显。
+
+## 3. 产业链怎么读
+
+```text
+盐湖/矿山 -> 锂盐/镍钴中间品 -> 正极材料/电池材料 -> 动力电池、储能、消费电子
+```
+
+矿山和盐湖决定资源成本，锂盐和镍钴中间品决定加工利润，正极和电池材料决定需求传导。研究时要先判断利润卡在哪一层：资源端、加工端还是材料端。不能只用“新能源需求好”直接推导到所有公司受益。
+
+## 4. 公司怎么分层
+
+锂资源入口：赣锋锂业、天齐锂业、中矿资源等更需要核验资源成本、产能利用率、项目投产和锂盐价格。
+
+钴镍材料入口：华友钴业等更需要核验镍钴中间品、材料业务、下游客户和加工利润。
+
+项目型入口：海外矿或新项目公司要重点看建设进度、资本开支、成本曲线和投产时间，不能只看资源量。
+
+## 5. 当前边界
+
+当前材料有价格、需求、供应、公司和项目线索，但很多数值仍缺币种、日期、原始表格行和一致性核验。可以写“锂钴镍进入观察区”，不能写“反转已经完成”。如果后续看到库存持续下降、价格企稳、供给放缓和低成本公司利润修复，结论强度才可以提高。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\202\351\222\264\351\225\215_\350\257\246\347\273\206\344\273\213\347\273\215.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\202\351\222\264\351\225\215_\350\257\246\347\273\206\344\273\213\347\273\215.md"
new file mode 100644
index 0000000..f23e768
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\202\351\222\264\351\225\215_\350\257\246\347\273\206\344\273\213\347\273\215.md"
@@ -0,0 +1,34 @@
+# 锂钴镍_详细介绍
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:10:00+08:00
+
+## 1. 先给结论
+
+锂钴镍的核心是再平衡，而不是简单的低位反转。要先看供给是否还在释放，再看库存是否消化，最后看需求和低成本公司能否承接。
+
+这意味着：当前更适合建立观察框架，不适合把价格低、主题热或公司进入队列直接写成行业反转。
+
+## 2. 产业链怎么运行
+
+资源端包括盐湖、锂矿、镍矿、钴矿和中间品。资源端决定成本和供给速度。
+
+加工端包括锂盐、镍钴中间品和电池材料。加工端决定价格能否转成利润。
+
+终端包括动力电池、储能和消费电子。终端决定需求能否消化库存和新增产能。
+
+## 3. 为什么价格低不等于机会
+
+第一，价格低可能说明供给过剩还没出清。第二，库存如果继续累积，低价仍可能继续磨底。第三，如果新项目继续投产，供给压力会压制反弹。
+
+所以要等更多证据：价格企稳、库存下降、供给放缓、低成本公司利润改善。只有这些同时出现，能源金属的结论强度才会上升。
+
+## 4. 公司怎么读
+
+赣锋锂业、天齐锂业、中矿资源等更偏锂资源和锂盐，需要看资源成本、项目进度和锂价。华友钴业等更偏钴镍材料和中间品，需要看材料订单、加工利润和客户结构。
+
+多项目公司还要看资本开支和投产节奏。资源量大不等于利润弹性强，成本和时间更关键。
+
+## 5. 边界
+
+当前价格、库存和项目线索仍需补币种、日期、表格行和数值一致性。证据不足时只能写观察，不能写正式反转结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\227\351\225\223\351\223\237_\345\270\202\345\234\272\345\210\206\346\236\220.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\227\351\225\223\351\223\237_\345\270\202\345\234\272\345\210\206\346\236\220.md"
new file mode 100644
index 0000000..76d826f
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\227\351\225\223\351\223\237_\345\270\202\345\234\272\345\210\206\346\236\220.md"
@@ -0,0 +1,26 @@
+# 锗镓铟_市场分析
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR / DATA_GAP_REVIEW
+更新时间：2026-06-27T13:02:00+08:00
+
+## 1. 先给结论
+
+锗镓铟当前不能写成市场趋势判断，只能写成战略小金属的待补观察入口。原因很直接：它们有高端制造和供应安全的研究价值，但本案例当前缺少足够的价格、库存、产量和公司官方源数据。
+
+这对投资研究的含义是：先关注政策、价格异动和公司公告；在数据补齐前，不做强弱排序，也不写成公司受益结论。
+
+## 2. 数据缺口本身说明什么
+
+第一，缺价格序列，说明不能判断市场是否已经重新定价。没有连续价格或可核验报价，就不能说锗镓铟已经进入上行趋势。
+
+第二，缺供给数据，说明不能判断供给约束是否真实。锗镓铟多有伴生和提纯属性，供给是否紧张要看主金属产量、回收和提纯能力。
+
+第三，缺公司官方源，说明不能判断公司是否有足够暴露。候选公司必须核验主营占比、产品规格、产能和客户结构。
+
+## 3. 后续如果补到数据，应该怎么读
+
+如果补到价格和库存，先判断是否只是短期政策事件，还是供需持续紧张。如果补到出口、产量或行业协会数据，再判断供给约束是否能持续。如果补到公司公告或年报，再判断公司利润是否真正和锗镓铟相关。
+
+## 4. 边界
+
+当前状态保持 `DATA_GAP_REVIEW`。资料不足不是失败，而是提醒读者：现在最合理的结论是“保留入口、等待证据”，不是强行编出趋势。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\227\351\225\223\351\223\237_\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\227\351\225\223\351\223\237_\346\200\273\350\247\210.md"
new file mode 100644
index 0000000..a8aaa35
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\227\351\225\223\351\223\237_\346\200\273\350\247\210.md"
@@ -0,0 +1,34 @@
+# 锗镓铟_总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T12:51:00+08:00
+
+## 1. 先给结论
+
+锗镓铟当前只能作为“战略小金属待补研究入口”，不能写成已经有充分证据支撑的强主线。它的研究价值来自半导体、光电、红外、通信和军工等高端材料场景，但当前有色资料中直接数据不足。
+
+这对投资研究的含义是：先保留观察入口，等待价格、产量、出口、公司主营暴露和政策数据补齐；在证据不足前，不做强弱排序，也不写成公司投资结论。
+
+## 2. 为什么要保留入口
+
+第一条线索是战略属性。锗、镓、铟很多时候不是大宗商品逻辑，而是高端制造和供应安全逻辑。这个线索说明：即便当前研报直接数据少，也不能完全忽略，因为政策或供应事件可能快速改变关注度。
+
+第二条线索是伴生资源。锗、镓、铟常与其他金属资源或冶炼过程相关，供给弹性可能受主金属产量、回收能力和提纯能力影响。这个线索说明：分析时不能只看终端需求，还要看上游能不能稳定释放。
+
+第三条线索是公司暴露不清。云南锗业、驰宏锌锗、株冶集团等可作为候选入口，但必须核验主营占比、产品规格、产能和客户结构。没有官方披露前，不能把公司名直接写成受益名单。
+
+## 3. 产业链怎么读
+
+```text
+伴生资源 -> 提纯/化合物 -> 半导体/光电/红外/高端材料 -> 军工、通信、电子
+```
+
+这条链条的关键不是吨位大小，而是材料能不能进入高门槛应用。资源端决定供给，提纯和化合物决定技术门槛，下游认证决定需求能否落地。
+
+## 4. 当前应该怎么用
+
+目前更适合把锗镓铟放进待补资料清单和观察池：关注出口政策、价格异动、公司公告、行业协会数据和下游需求变化。若后续补到明确价格和公司产能数据，再进入详细行业页和公司页深读。
+
+## 5. 当前边界
+
+当前状态是 DATA_GAP_REVIEW。资料不足本身就是结论的一部分：它说明现在不能做强判断，只能保留入口。后续如果没有可核验数据，文档应继续降级，而不是为了完整性编出行业强结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\227\351\225\223\351\223\237_\350\257\246\347\273\206\344\273\213\347\273\215.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\227\351\225\223\351\223\237_\350\257\246\347\273\206\344\273\213\347\273\215.md"
new file mode 100644
index 0000000..b11497a
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\227\351\225\223\351\223\237_\350\257\246\347\273\206\344\273\213\347\273\215.md"
@@ -0,0 +1,32 @@
+# 锗镓铟_详细介绍
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR / DATA_GAP_REVIEW
+更新时间：2026-06-27T13:10:00+08:00
+
+## 1. 先给结论
+
+锗镓铟当前最重要的结论是“保留入口，但不强行判断”。它们有战略材料属性，但本案例里的直接价格、库存、产量和公司官方源还不够。
+
+这不是说锗镓铟不重要，而是说现阶段不能把资料不足的方向写成确定趋势。
+
+## 2. 为什么仍然值得保留
+
+第一，应用场景重要。锗、镓、铟可能进入半导体、光电、红外、通信、军工和高端材料，需求弹性和战略属性都值得跟踪。
+
+第二，供给可能不容易放量。它们常与其他金属伴生，供给受主金属产量、回收、提纯和政策影响。
+
+第三，政策事件可能改变市场定价。出口管制、供应安全和高端制造需求都可能让市场关注度快速变化。
+
+## 3. 为什么不能强写结论
+
+缺价格序列，就不知道市场是否真的重新定价。缺产量和库存，就不知道供给是否真的紧。缺公司官方源，就不知道候选公司是否有足够业务暴露。
+
+所以当前最诚实的写法是：战略意义存在，证据不足，先放待补观察入口。
+
+## 4. 后续怎么补
+
+先补价格和出口数据，再补行业协会或官方供给数据，最后补公司年报、公告、产能和产品规格。补齐前，公司页只能写观察状态。
+
+## 5. 边界
+
+本页保持 `DATA_GAP_REVIEW`。如果后续没有新资料、新权限或可核验来源，不应为了完整性继续堆判断。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\241\351\224\221_\345\270\202\345\234\272\345\210\206\346\236\220.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\241\351\224\221_\345\270\202\345\234\272\345\210\206\346\236\220.md"
new file mode 100644
index 0000000..d802f60
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\241\351\224\221_\345\270\202\345\234\272\345\210\206\346\236\220.md"
@@ -0,0 +1,56 @@
+# 锡锑_市场分析
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:32:00+08:00
+
+## 1. 市场视角定位
+
+锡锑市场分析必须以数据为核心。锡看价格、库存和 AI-PCB/锡膏需求；锑看价格、供给收缩、开采配额和阻燃/光伏/军工需求。本文只提供 DRAFT 研究框架。
+
+## 2. 市场数据卡
+
+| 品种 | 指标 | 候选值/线索 | 市场含义 | 证据边界 |
+|---|---|---:|---|---|
+| 锡 | 周涨幅 | +9.89% | 短期价格弹性强 | DRAFT |
+| 锡 | SMM 1# 锡锭 | 56332.97 美元/吨 | 外部价格入口 | 需核日期和汇率 |
+| 锡 | SHFE 锡库存 | 9286 吨 | 库存入口 | 需核交易日 |
+| 锡 | 锡锭价格 | 41.28 万元/吨、35.30 万元/吨 | 研报内价格候选值 | 需核规格和日期 |
+| 锑 | 锑锭价格 | 13.19 万元/吨、17.10 万元/吨 | 锑价高位波动 | 需核来源 |
+| 锑 | 三氧化二锑 | 144500 元/吨 | 锑化工价格入口 | 需核日期 |
+| 锑 | 产量 | 铅锑精矿 7845.67 吨、锑锭 408 吨、销售 170.6 吨 | 公司/供给口径线索 | 需官方源 |
+
+## 3. 供需和利润传导
+
+锡的传导链：AI 硬件和光模块 -> PCB 和锡膏需求 -> 锡锭库存和隐性库存 -> 锡价 -> 锡资源/精锡公司利润。
+
+锑的传导链：资源紧缺和海外矿减产 -> 供应收缩 -> 阻燃、光伏、军工需求 -> 锑价 -> 锑资源/冶炼公司利润。
+
+两条链的共同点是价格弹性强，差异是锡更看库存和电子需求，锑更看供给约束和政策。
+
+## 4. 市场显影
+
+1. 锡价上涨同时 SHFE 库存下降，说明库存逻辑增强。
+2. 锡膏、AI-PCB、800G/1.6T 光模块线索增加，说明需求端有新叙事。
+3. 锑价高位同时出现海外大矿减产、开采配额和供应显著下滑，说明供给端逻辑增强。
+4. 若只有券商“建议关注”或公司名称出现，不提升结论强度。
+
+## 5. 横向对比和公司弹性排序口径
+
+| 维度 | 锡业股份 | 华锡有色 | 华钰矿业 | 湖南黄金 |
+|---|---|---|---|---|
+| 主线 | 锡资源/精锡 | 锡锑多金属资源 | 锑、铅锌、银等资源 | 黄金、锑、钨多线索 |
+| 关键核验 | 锡产量、库存和锡价 | 铜坑矿/高峰矿、锡锑产量 | 海外项目、锑资源 | 新装置和业务分账 |
+| 主要风险 | 锡价回落 | 多金属业务混杂 | 海外项目和口径 | 主营不是单一小金属 |
+
+## 6. 未来观察指标
+
+| 时间 | 观察指标 |
+|---|---|
+| 1-4 周 | 锡价、SHFE 锡库存、锑锭/三氧化二锑价格 |
+| 1 个季度 | 锡膏/AI-PCB需求、锑矿供应和开采配额 |
+| 1 年 | 公司产量、资源储量、项目达产和毛利率 |
+| 3 年 | 电子产业升级、光伏/军工需求和供应链安全 |
+
+## 7. 风险和边界
+
+本文不写买入、卖出、目标价、收益承诺或交易指令。当前所有价格、库存和产量数据仍为 DRAFT 候选，正式输出前必须核报告日期、原始表格行、单位、来源和数值一致性。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\241\351\224\221_\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\241\351\224\221_\346\200\273\350\247\210.md"
new file mode 100644
index 0000000..2f46085
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\241\351\224\221_\346\200\273\350\247\210.md"
@@ -0,0 +1,51 @@
+# 锡锑_总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:32:00+08:00
+
+一句话结论：锡锑是小金属里最需要用“价格 + 库存 + 供给约束 + 下游场景”一起看的组合。锡更偏电子焊料、AI-PCB 和库存弹性，锑更偏资源供给、阻燃/光伏/军工需求和出口或开采约束。
+
+## 1. 产业链结构
+
+```text
+锡矿/锑矿 -> 精矿/冶炼 -> 锡锭/锑锭/三氧化二锑 -> 焊料、锡膏、阻燃剂、光伏玻璃、军工材料 -> AI硬件、电子、光伏、军工
+```
+
+锡锑不能混成一个笼统“小金属”故事。锡的核心是电子和焊料需求、库存弹性；锑的核心是资源紧缺、供应收缩和阻燃/光伏/军工需求。当前材料里已经同时出现锡价库存、锡膏/AI-PCB、锑价、三氧化二锑、锑产量和供给收缩线索，具备核心阅读基础。
+
+## 2. 当前数据底座
+
+| 品种 | 数据或线索 | 读法 | 证据状态 |
+|---|---:|---|---|
+| 锡 | 有色金属本周涨幅最大是锡，+9.89% | 短期价格弹性强 | DRAFT |
+| 锡 | SMM 1# Tin Ingot avg 56332.97 美元/吨，SHFE.Tin inventory 9286 吨 | 有外部价格库存入口 | DATA_PARTIAL |
+| 锡 | 锡锭 41.28 万元/吨，环比下降 2.63%；35.30 万元/吨，环比下降 7.63% | 价格高但波动大 | DRAFT，需核日期 |
+| 锡 | 锡锭隐性库存逐步干涸 | 库存是价格弹性的关键变量 | DRAFT |
+| 锡 | 800G+1.6T 光模块放量拉动锡膏需求 | AI-PCB/光模块是需求案例 | DRAFT |
+| 锑 | 锑锭 13.19 万元/吨，环比下降 11.43%；17.10 万元/吨，环比下降 0.64% | 价格处高位但波动 | DRAFT |
+| 锑 | 三氧化二锑 144500 元/吨 | 锑化工/阻燃链条价格入口 | DRAFT |
+| 锑 | 铅锑精矿 7845.67 吨，同比 +4.82%；锑锭产量 408 吨、销售 170.6 吨 | 公司/产量口径线索 | DRAFT |
+
+## 3. 主线形成
+
+锡的前因后果是：电子和 AI 硬件需求提升 -> 锡膏、焊料、PCB 上游材料需求增加 -> 如果显性或隐性库存不足，价格弹性被放大 -> 锡业股份、华锡有色等资源或冶炼公司进入深读队列。
+
+锑的前因后果是：资源紧缺和海外大矿减产 -> 全球供应下滑 -> 阻燃、光伏、军工需求保持 -> 锑价中枢抬升 -> 华钰矿业、华锡有色、湖南黄金等资源或项目公司进入深读队列。
+
+## 4. 公司分层
+
+| 层级 | 候选公司 | 核心问题 |
+|---|---|---|
+| 锡资源/精锡 | 锡业股份、华锡有色、兴业银锡 | 锡资源、产量、库存和锡价弹性 |
+| 锑资源/冶炼 | 华钰矿业、华锡有色、湖南黄金 | 锑资源、项目产量、锑价和政策约束 |
+| 多金属资源 | 湖南黄金、华锡有色 | 黄金、锡、锑等业务必须分账 |
+
+这些公司只是研究队列，不是推荐名单。券商原文里的“建议关注”“相关标的”只作为原文观点线索。
+
+## 5. 横向对比
+
+锡锑和钨都属于战略小金属，但锡更接近电子焊料和 AI-PCB，锑更接近阻燃、光伏和军工；锡锑和稀土都受政策和资源约束影响，但稀土更看磁材和出口管制，锡锑更看资源供应和价格库存；锡锑和铜铝不同，连续交易所库存和产业报价并存，数据口径更容易混杂。
+
+## 6. 风险和边界
+
+本文是 DRAFT 核心阅读稿，不是正式行业结论。本文不写买入、卖出、目标价、收益承诺或交易指令。主要风险是：价格已高后波动加大；事件驱动不连续；公司主营暴露不足；锑来源和口径仍有缺口；锡锑公司被券商列入相关标的不等于分析员推荐。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\241\351\224\221_\350\257\246\347\273\206\344\273\213\347\273\215.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\241\351\224\221_\350\257\246\347\273\206\344\273\213\347\273\215.md"
new file mode 100644
index 0000000..705d82a
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\345\255\220\350\241\214\344\270\232/\351\224\241\351\224\221_\350\257\246\347\273\206\344\273\213\347\273\215.md"
@@ -0,0 +1,55 @@
+# 锡锑_详细介绍
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T02:32:00+08:00
+
+## 1. 文档定位
+
+本文解释锡锑为什么放在一个小金属组合里看，以及二者为什么又必须拆开。本文不输出正式行业结论，也不输出交易建议。
+
+## 2. 产业链和利润流
+
+| 品种 | 上游 | 中游 | 下游 | 利润关键 |
+|---|---|---|---|---|
+| 锡 | 锡矿、锡精矿 | 锡锭、焊料、锡膏 | AI-PCB、光模块、电子、半导体 | 库存、锡价、电子需求 |
+| 锑 | 锑矿、铅锑精矿 | 锑锭、三氧化二锑 | 阻燃剂、光伏玻璃、军工材料 | 资源供给、开采配额、价格 |
+
+锡的利润流更容易从电子景气和库存弹性传导；锑的利润流更依赖资源和供应约束。把二者混写，会掩盖不同的公司筛选逻辑。
+
+## 3. 数据和案例
+
+### 3.1 锡：价格、库存和 AI-PCB
+
+锡的研报线索包括：本周锡涨幅 +9.89%；SMM 1# Tin Ingot avg 56332.97 美元/吨、SHFE.Tin inventory 9286 吨；锡锭价格 41.28 万元/吨、35.30 万元/吨；“锡锭隐性库存逐步干涸”；“800G+1.6T 光模块放量拉动锡膏需求”。这说明锡的主线是库存和电子需求的组合，而不是单日涨跌。
+
+### 3.2 锑：供给收缩和价格高位
+
+锑的研报线索包括：锑锭 13.19 万元/吨、17.10 万元/吨；三氧化二锑 144500 元/吨；铅锑精矿产量 7845.67 吨、锑锭产量 408 吨、销售 170.6 吨；资源紧缺、海外大矿减产、全球供应显著下滑、国内监管政策持续收紧和锑矿开采配额等表述。锑的关键是供应端能否持续偏紧。
+
+### 3.3 公司案例
+
+华锡有色线索里出现锡精矿、铅锑精矿、锑锭产量、毛利率和铜坑矿/高峰矿资源；华钰矿业和湖南黄金多次出现在锑、小金属相关队列里；锡业股份是锡主线核心观察公司。正式结论前必须回到年报或公告核主营、产能、资源和项目。
+
+## 4. 前因后果
+
+锡：AI 硬件、光模块和 PCB 需求增加 -> 锡膏和焊料需求提升 -> 若隐性库存逐步干涸，补库会放大价格弹性 -> 锡资源和精锡公司出现利润弹性。
+
+锑：资源紧缺、海外大矿减产和国内开采约束 -> 供应增量有限 -> 阻燃、光伏和军工需求支撑 -> 锑价高位或继续波动 -> 资源和冶炼公司需要按产量和业务占比筛选。
+
+## 5. 横向对比
+
+| 维度 | 锡 | 锑 | 钨 |
+|---|---|---|---|
+| 主需求 | 焊料、锡膏、AI-PCB | 阻燃、光伏、军工 | 硬质合金、刀具、军工 |
+| 供给约束 | 库存和矿端供给 | 资源紧缺、开采配额、海外矿 | 总量控制、出口限制 |
+| 公司筛选 | 锡资源、精锡、库存弹性 | 锑资源、项目产量、冶炼 | 资源、APT、硬质合金 |
+
+## 6. 公司含义
+
+锡业股份更适合看锡资源和精锡价格弹性；华锡有色需要拆锡、锑、铅锌等多金属资源；华钰矿业更偏锑、铅锌和银等资源线索；湖南黄金必须拆黄金、锑、钨等业务，不能只因被列入相关标的就写成受益。
+
+## 7. 触发条件和失效条件
+
+触发条件：锡价和库存同时支持补库逻辑；AI-PCB 和光模块需求继续验证；锑供给收缩和价格维持；公司官方源证明资源、产量和业务占比。
+
+失效条件：锡/锑价格回落；高价压制下游采购；供应恢复；公司主营暴露不足；券商观点被误读为分析员结论。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\234\211\350\211\262\347\232\204\344\272\247\344\270\232\351\223\276\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\234\211\350\211\262\347\232\204\344\272\247\344\270\232\351\223\276\346\200\273\350\247\210.md"
new file mode 100644
index 0000000..bd16ac8
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\234\211\350\211\262\347\232\204\344\272\247\344\270\232\351\223\276\346\200\273\350\247\210.md"
@@ -0,0 +1,109 @@
+# 有色的产业链总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T11:42:00+08:00
+
+定位：这是有色研报批量阅读后的用户核心入口之一，回答“有色产业链怎么运行、利润留在哪、哪些环节值得继续深读”。本文是样本返修稿，不输出正式行业结论、正式公司结论、交易建议或收益承诺。
+
+## 1. 先给用户能用的主线
+
+有色不是一个行业，而是一组不同赚钱方式的资源和材料行业。本轮资料里最重要的读法是：先拆成工业金属、贵金属、能源金属、战略小金属四条主线，再在每条主线里看价格、库存、供给、需求、成本和公司资产。
+
+当前资料给出的主线判断：
+
+| 主线 | 代表品种 | 判断依据 | 主要变量 | 当前读法 |
+|---|---|---|---|---|
+| 工业金属 | 铜、铝 | 价格库存入口、供给扰动、成本传导和公司案例都比较完整 | 价格、库存、供给、成本、公司 | 当前最适合优先深读 |
+| 贵金属 | 金、银 | 金价和资源公司线索较多，白银需要同时拆金融属性和工业属性 | 金价、银价、风险偏好、资源公司 | 黄金可做主线观察，白银暂做分支 |
+| 能源金属 | 锂、镍、钴 | 有价格入口和项目线索，但库存、排产和供需再平衡仍需核验 | 价格、库存、项目、供需再平衡 | 只能观察，不能写成反转完成 |
+| 战略小金属 | 稀土、锡、钨、钼、锑 | 政策约束、供给安全、出口变化和高端制造需求共同驱动 | 政策、供给、出口、高端制造 | 适合建深读队列，正式结论需补官方口径 |
+
+这个表的含义是：铜铝不是因为“传统”才重要，而是因为资料、价格库存入口和公司映射更完整；锂钴镍不是不重要，而是价格、库存和项目节奏还没核到可以支撑强结论；小金属不是只看题材，而是要看资源安全和高端制造需求能否被数据证明。
+
+## 2. 有色产业链怎么流转
+
+```text
+矿权 / 资源国 / 伴生资源
+-> 采矿 / 选矿 / 精矿
+-> 冶炼 / 精炼 / 电解 / 提纯
+-> 金属材料 / 合金 / 磁材 / 箔材 / 粉体 / 化合物
+-> 电网、AI 数据中心、新能源车、储能、机器人、军工、半导体、家电、建筑
+-> 库存、价格、利润和公司估值
+```
+
+这条链的关键不是“上游到下游”四个字，而是利润怎么分。价格上涨以后，利润通常先流向稀缺环节：
+
+1. 矿端紧张时，资源端更强，例如铜矿、钨矿、锡矿等。
+2. 能源或氧化铝成本下降时，低成本电解铝更强。
+3. 出口、配额或政策约束出现时，稀土、钨、锑等战略小金属更容易被重估。
+4. AI、机器人、军工等需求兑现时，有客户认证、产能和材料技术的中下游公司才有持续弹性。
+
+## 3. 为什么资源端是当前第一主线
+
+资源端重要，不是因为“上游听起来更稀缺”，而是因为本轮资料同时出现了三类证据。
+
+第一类是市场价格和库存。这里先把几个常见数据源说清楚：`LME` 是伦敦金属交易所，常用来观察海外金属价格和交易所库存；`SHFE` 是上海期货交易所，常用来观察国内期货价格和交易所库存；`SMM` 是上海有色网，常用来观察国内现货价格、社会库存和行业报价；`Trading Economics` 是一个宏观和商品数据聚合平台，只能作为外部价格参考，不能替代交易所或原始报价来源。对用户来说，这些词不用记英文缩写，只要知道：LME 偏海外，SHFE 偏国内交易所，SMM 偏国内现货和行业报价，Trading Economics 偏外部参照。
+
+第二类是你提供的原研报里已经出现的价格、库存和市场变量线索。它们的意义不在于内部整理了多少条记录，而在于说明哪些品种已经有进一步阅读的抓手：
+
+| 品种 | 原研报里目前能看到什么 | 对阅读有什么用 | 当前边界 |
+|---|---|---|---|
+| 铜 | SMM 铜价、SHFE 铜库存、TC/RC 加工费、铜矿产量和项目扩产线索 | 可以把铜价、库存、冶炼利润和资源端产量连起来读 | 部分记录仍是“本周”等相对日期，正式使用前要回到报告日期和原始表格行 |
+| 铝 | SMM 铝价、SHFE 铝库存、社会库存、铝棒库存、氧化铝和电力成本线索 | 可以判断铝价能否传导成吨铝利润，而不是只看铝价涨跌 | 成本链口径还需要继续核表格和单位 |
+| 镍、钴、锂 | 镍价、硫酸镍、钴价、碳酸锂价格、需求和项目节奏线索 | 可以作为新能源金属观察池，判断价格压力和供需再平衡是否出现 | 库存、排产和项目兑现仍不够完整，不能直接写成反转完成 |
+| 锡、锑、钨 | 锡锭、锑锭、APT、碳化钨粉、产量、出口和高端制造线索 | 可以读供给约束和战略小金属弹性 | 官方来源、规格、单位和日期还要补核 |
+| 金、银 | 贵金属价格、矿产金银和公司利润线索 | 可以分开看黄金的避险/利率属性和白银的工业属性 | 需要避免把券商观点直接写成分析员结论 |
+
+第三类是公司资产案例。紫金矿业巨龙铜矿、洛阳钼业、江西铜业、铜陵有色、湖南黄金等公司线索进入深读队列。这里的重点不是“哪些公司被提到”，而是这些公司能不能承接上面的产业链逻辑：有矿的看权益产量和成本，冶炼的看加工费和库存，低成本铝的看电力和氧化铝成本，小金属的看资源、政策和出口。
+
+以铜为例，当前候选线索来自一篇公司 2025 年年报点评。该研报写到：2025 年巨龙铜矿实现铜产量 19.38 万吨、销量 19.37 万吨，巨龙铜业实现净利润 91.41 亿元；2026 年 1 月 23 日，巨龙铜矿二期工程正式建成投产，达产后矿产铜年产量有提高至 30-35 万吨的可能。这一组数字真正说明的是：资源端研究要落到“产量、权益、成本、项目达产时间”，而不是只写“铜价上涨利好资源股”。如果只知道铜价上涨，不知道公司到底有多少权益产量、矿山成本处在什么位置、二期什么时候投产，就很难判断这件事能给公司利润带来多少弹性。
+
+## 3.1 为什么铝不是只看铝价
+
+铝这条线不能只看铝价涨跌，核心要看利润被成本吃掉多少。铝的链条是：铝土矿先变成氧化铝，氧化铝再进入电解铝，电解铝还要消耗大量电力，最后才进入铝加工和终端需求。也就是说，铝价只是收入端，氧化铝和电力才决定吨铝利润能不能留下来。
+
+当前材料里有几组能帮助理解这条链的数据：LME 铝库存 310225 吨，SHFE 铝库存 527345 吨；研报线索里还出现国内铝锭社会库存 140.1 万吨、铝棒库存 19 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨等候选口径。这些库存数据不是为了证明“铝一定涨”，而是为了判断供需缓冲有多厚。库存下降时，供给扰动或需求改善更容易放大价格弹性；库存上升时，铝价即使短期上涨，也可能只是情绪或成本推动。
+
+真正影响公司利润的是下一步传导：如果几内亚铝土矿、中东电解铝或俄铝库存扰动推高氧化铝和原料成本，普通电解铝企业可能被成本挤压；如果铝价稳定、库存去化，同时氧化铝和电力成本受控，低成本电解铝和一体化公司才更容易保留吨铝利润。这就是为什么中国铝业要看铝土矿、氧化铝、电解铝一体化，云铝股份要看电力成本和低碳电力优势。
+
+因此，铝的公司阅读顺序不是“谁是铝股”，而是“谁在成本曲线更靠前”。同样的铝价环境下，一体化资源、低电价、稳定产能和更强成本控制，可能比单纯产量规模更重要。这个读法的边界是：若需求走弱导致库存重新累积，或氧化铝、电力成本明显上行，吨铝利润会被压缩，铝链条读法必须降级。
+
+## 4. 子行业总表
+
+| 子行业 | 产业链主轴 | 当前核心矛盾 | 代表公司池 | 数据状态 |
+|---|---|---|---|---|
+| 铜 | 铜矿 -> 冶炼/精炼 -> 铜材/铜箔 -> 电网、AI、电子 | 矿端偏紧与冶炼加工费之间的利润再分配 | 紫金矿业、江西铜业、铜陵有色、洛阳钼业、西部矿业、金诚信 | 铜价库存入口有，TC/RC 和需求占比待核 |
+| 铝 | 铝土矿 -> 氧化铝 -> 电解铝 -> 铝加工 | 供给天花板、氧化铝/电力成本、库存 | 中国铝业、云铝股份、神火股份、天山铝业 | 价格库存入口较多，成本链仍需表格 |
+| 锂钴镍 | 盐湖/矿山 -> 锂盐/镍钴中间品 -> 电池材料 | 供给释放、库存压力和需求再平衡 | 赣锋锂业、天齐锂业、中矿资源、华友钴业 | 价格入口有，项目和库存需核 |
+| 稀土 | 稀土矿 -> 分离冶炼 -> 磁材 | 配额、资源安全和磁材需求 | 北方稀土、中国稀土、盛和资源、金力永磁 | 价格和政策口径待补 |
+| 钨 | 钨矿 -> APT/钨粉 -> 硬质合金/刀具 | 供给管制和高端制造需求 | 厦门钨业、中钨高新、章源钨业、湖南黄金 | 已有原研报表格线索，官方源待归档 |
+| 锡锑 | 锡/锑矿 -> 精炼 -> 焊料、阻燃、光伏、军工 | 供给集中、出口约束、AI/军工/光伏需求 | 锡业股份、华锡有色、湖南黄金、华钰矿业 | 锡数据较好，锑外部口径缺口多 |
+| 钼 | 钼矿 -> 钼精矿/钼铁 -> 特钢/高温合金 | 合金需求与资源供应扰动 | 洛阳钼业、金钼股份、紫金矿业 | 当前可用线索偏少，适合作为后续深读 |
+
+## 5. 公司分层读法
+
+| 层级 | 公司类型 | 当前怎么读 | 样本公司 |
+|---|---|---|---|
+| 资源端多金属 | 有矿、有权益产量、有成本优势 | 看价格弹性、产量、成本和海外项目 | 紫金矿业、洛阳钼业、西部矿业 |
+| 冶炼/综合铜铝 | 既有冶炼也可能有资源、贸易和副产品 | 看 TC/RC、库存、套保、副产品和成本 | 江西铜业、铜陵有色、中国铝业 |
+| 成本曲线型铝 | 电力、氧化铝、一体化决定利润 | 看吨铝利润和成本位置 | 云铝股份、神火股份、天山铝业 |
+| 战略小金属 | 资源安全、政策和出口决定弹性 | 看官方配额、产量、出口、库存 | 北方稀土、厦门钨业、中钨高新、湖南黄金 |
+| 能源金属 | 项目节奏和库存决定周期位置 | 看锂盐价格、项目投产、库存去化 | 赣锋锂业、天齐锂业、中矿资源、华友钴业 |
+
+## 6. 用户应该怎么读
+
+1. 先读市场总览：看价格、库存和市场变量，判断哪些品种有数据支撑。
+2. 再读子行业详细介绍：看产业链、利润分配和主导变量。
+3. 再读子行业市场分析：看价格库存、供需、横向对比和公司弹性。
+4. 最后读公司页：只看公司怎么承接对应金属逻辑，不把某家公司在资料里出现得多当作价值判断。
+
+## 7. 当前缺口
+
+1. 价格库存：原研报里已经能看到铜、铝、镍、钴、锂、锡、锑、钨、金银等品种的价格或库存线索，但部分数据仍缺报告日期、原始表格行、单位和数值一致性；因此当前只能用于判断“哪些品种值得深读”，不能直接当成正式价格数据库。
+2. 公司官方源：紫金矿业已有年报入口，洛阳钼业和湖南黄金等有补证队列，但多数公司仍缺本地归档和表格行。
+3. 下游需求：AI、电网、新能源车、储能、军工等方向有线索，但缺消耗量、占比和增速横向对比。
+4. 小金属政策：稀土、钨、锑等正式结论需要官方政策、配额、出口或行业协会来源。
+
+## 8. 边界
+
+本文比旧版补入了数据、案例和前因后果，但仍是样本返修稿。它能帮助用户理解有色产业链怎么读，不能作为正式行业结论、正式公司结论、正式指标、交易建议或对外交付版本。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\234\211\350\211\262\347\232\204\345\270\202\345\234\272\346\203\205\345\206\265\346\200\273\350\247\210.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\234\211\350\211\262\347\232\204\345\270\202\345\234\272\346\203\205\345\206\265\346\200\273\350\247\210.md"
new file mode 100644
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--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\234\211\350\211\262\347\232\204\345\270\202\345\234\272\346\203\205\345\206\265\346\200\273\350\247\210.md"
@@ -0,0 +1,148 @@
+# 有色的市场情况总览
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T03:12:00+08:00
+
+定位：这是有色研报批量阅读后的用户核心入口之一，回答“当前市场处在哪些风向、哪些金属更强、哪些数据还不能正式使用”。本文不输出交易指令。
+
+## 0. 阅读方式
+
+市场视角按四层理解：
+
+```text
+价格和库存是否支持
+-> 供需和利润传导是否支持
+-> 公司主营和弹性是否承接
+-> 风险和失效条件是否清楚
+```
+
+当前市场结论多为 `DATA_PARTIAL` 或 `DATA_GAP_REVIEW`。读法可以用于研究排序，不能直接用于正式指标或交易动作。
+
+本版修正一个重要问题：市场文档必须把数据放在正文里，不能只写“有数据入口”。下方价格、库存和原研报表格线索来自既有 DRAFT 数据包，仍需正式核验，但足以支撑当前 DRAFT 观察框架。
+
+## 1. 当前市场关键判断
+
+1. 工业金属中，铜和铝是资料覆盖最充分的主轴。铜更偏资源端和矿端扰动，铝更偏供给天花板和成本曲线。
+2. 贵金属中，黄金线索较多，白银需要同时拆金融属性和工业属性。
+3. 稀土、钨、锡、锑等战略小金属是扩散方向，但正式判断必须补政策、价格和公司官方源。
+4. 锂钴镍仍处于观察状态，不能仅凭低位或研报观点写成反转完成。
+
+## 1.1 核心市场数据卡
+
+| 品种 | 指标 | 数值 | 单位 | 市场/地区 | 来源 | 当前可用性 |
+|---|---|---:|---|---|---|---|
+| 铜 | LME Cash Settlement | 13181.50 | USD/tonne | LME | Westmetall / LME market data | DRAFT 外部对照 |
+| 铜 | LME 3-month | 13240.00 | USD/tonne | LME | Westmetall / LME market data | DRAFT 外部对照 |
+| 铜 | LME stock | 341925 | tonne | LME | Westmetall / LME market data | DRAFT 外部对照 |
+| 铜 | SMM 1# Copper Cathode avg | 14811.86 | USD/tonne | 中国现货 | SMM Spot Metal Prices | DRAFT 口径待核 |
+| 铜 | SHFE.Copper inventory | 143875 | tonne | SHFE | SMM inventory table | DRAFT 口径待核 |
+| 铝 | LME Cash Settlement | 3150.00 | USD/tonne | LME | Westmetall / LME market data | DRAFT 外部对照 |
+| 铝 | LME 3-month | 3160.50 | USD/tonne | LME | Westmetall / LME market data | DRAFT 外部对照 |
+| 铝 | LME stock | 310225 | tonne | LME | Westmetall / LME market data | DRAFT 外部对照 |
+| 铝 | SMM A00 Aluminum Ingot avg | 3348.18 | USD/tonne | 中国现货 | SMM Spot Metal Prices | DRAFT 口径待核 |
+| 铝 | SHFE.Aluminum inventory | 527345 | tonne | SHFE | SMM inventory table | DRAFT 口径待核 |
+| 镍 | LME Cash Settlement | 16610.00 | USD/tonne | LME | Westmetall / LME market data | DRAFT 外部对照 |
+| 镍 | LME stock | 275448 | tonne | LME | Westmetall / LME market data | DRAFT 外部对照 |
+| 镍 | SMM Shanghai 1# Nickel Cathode avg | 19012.10 | USD/tonne | 中国现货 | SMM Spot Metal Prices | DRAFT 口径待核 |
+| 镍 | SHFE.Nickel inventory | 96789 | tonne | SHFE | SMM inventory table | DRAFT 口径待核 |
+| 锡 | LME Cash Settlement | 49550.00 | USD/tonne | LME | Westmetall / LME market data | DRAFT 外部对照 |
+| 锡 | LME stock | 8825 | tonne | LME | Westmetall / LME market data | DRAFT 外部对照 |
+| 锡 | SMM 1# Tin Ingot avg | 56332.97 | USD/tonne | 中国现货 | SMM Spot Metal Prices | DRAFT 口径待核 |
+| 锡 | SHFE.Tin inventory | 9286 | tonne | SHFE | SMM inventory table | DRAFT 口径待核 |
+| 金 | Gold actual | 4025.35 | USD/troy oz | 全球基准 | Trading Economics commodity table | DRAFT 外部对照 |
+| 银 | Silver actual | 57.819 | USD/troy oz | 全球基准 | Trading Economics commodity table | DRAFT 外部对照 |
+| 锂 | Industrial-Grade Lithium Carbonate avg | 22418.90 | USD/tonne | 中国现货 | SMM Spot Metal Prices | DRAFT 口径待核 |
+| 锂 | Battery-Grade Lithium Carbonate avg | 23005.01 | USD/tonne | 中国现货 | SMM Spot Metal Prices | DRAFT 口径待核 |
+| 锂 | Lithium CFD benchmark | 157000 | CNY/tonne | 中国基准 | Trading Economics Lithium | DRAFT 外部对照 |
+| 钴 | China Cobalt Metal avg | 55241.33 | USD/tonne | 中国现货 | SMM Spot Metal Prices | DRAFT 口径待核 |
+| 稀土 | Neodymium CFD benchmark | 992500 | CNY/tonne | 中国基准 | Trading Economics Neodymium | DRAFT 外部对照 |
+| 稀土 | Pr-Nd oxide direct SMM page | TO_BE_EXTRACTED | NA | 中国现货 | SMM Rare Earth Oxides | DATA_GAP_REVIEW |
+
+## 1.2 原研报市场线索统计
+
+| 项目 | 数量 | 对市场文档的意义 |
+|---|---:|---|
+| 原研报价格/库存/市场数据候选 | 53 条 | 说明用户提供的 PDF/converted text 里已有不少市场数据线索，不应默认缺资料 |
+| 已有外部来源候选映射 | 38 条 | 可作为 DRAFT 交叉验证入口，但未完成正式数值一致性 |
+| 仍需价格库存外部来源或日期/表格行补核 | 15 条 | 进入缺口清单，不阻断 DRAFT 阅读 |
+| 可回看原研报表格的线索 | 41 条 | 可以继续核对表头、单位、日期和上下文 |
+| 暂时无法回看原表的线索 | 14 条 | 不影响主线阅读，但不得升级为正式证据 |
+
+| 金属标签 | 原研报线索条数 |
+|---|---:|
+| 镍 | 9 |
+| 铝 | 8 |
+| 钴 | 6 |
+| 锂 | 5 |
+| 铜 | 4 |
+| 金/银相关 | 8 |
+| 锑 | 3 |
+| 钨 | 2 |
+| 其他复合标签 | 8 |
+
+## 1.3 市场变量读法
+
+| 主题 | 用户应该怎么看 | 当前用法 |
+|---|---|---|
+| 价格 | 价格是市场文档的第一变量，必须写具体数值、单位和来源，不用“上涨”“走强”这种空话替代 | 进入市场风向表和品种强弱排序 |
+| 供给 | 供给要拆矿端、冶炼、产能、检修、进口和政策约束，不能只写“供给偏紧” | 和价格、库存一起判断行情持续性 |
+| 需求 | 需求要拆电网、AI、电子、新能源车、储能、军工、地产等下游，不同品种不能混写 | 判断价格上涨有没有真实消耗支撑 |
+| 成本 | 铝、电解、冶炼、加工和小金属提纯环节都可能受成本影响 | 判断利润留在资源端、冶炼端还是加工端 |
+| 库存 | 库存要看交易所、社会库存和企业库存口径，不能只看单一数据点 | 判断价格强弱是否有现货支撑 |
+| 风险 | 风险是失效条件，不是结论本身 | 用于说明什么时候当前读法要降级 |
+| 政策 | 稀土、钨、锑等战略品种必须看配额、出口、资源安全和官方口径 | 用于约束小金属和稀土结论强度 |
+| 利润 | 利润要落到吨毛利、加工费、成本曲线、公司主营占比 | 正式公司结论前必须补公司层核验 |
+
+## 1.4 数据怎么解释：以铜为例
+
+铜当前只能写成“强观察”，不能写成正式强结论。原因不是 LME 铜现货价格达到 13181.50 美元/吨这一项数字本身，而是价格、库存和冶炼加工费要合起来看。
+
+第一，价格告诉我们市场愿意给铜更高的定价，但价格是结果，不是原因。第二，LME 铜库存 341925 吨、SHFE 铜库存 143875 吨这些库存入口，用来判断高价格背后有没有现货压力。如果铜价高但库存继续累积，就说明需求可能接不住价格；如果铜价高且库存去化，才更像供需真的偏紧。第三，TC/RC 是判断利润留给谁的关键。如果铜精矿紧张、TC/RC 被压低，纯冶炼企业即使收入跟着铜价走，利润也可能被加工费压缩；相反，有矿山权益的公司更容易把铜价上涨转成利润。
+
+所以铜的市场读法不是“铜价高，所以铜公司都好”，而是：先看价格是否强，再看库存是否配合，最后看 TC/RC 判断利润留在资源端还是冶炼端。当前更适合优先研究资源端和有权益产量的公司；江西铜业、铜陵有色这类冶炼和综合铜企，则必须单独核 TC/RC、副产品、库存和套保，不能简单按铜价上涨受益。
+
+这个判断的失效条件也很明确：如果后续铜价回落且库存累积，说明需求承接不足；如果 TC/RC 修复，资源端相对优势会下降；如果湿法铜、非洲冶炼、检修等供给线索不能被原文表格或外部来源支持，就不能继续把矿端紧张作为强解释。
+
+## 2. 市场风向表
+
+| 方向 | 当前风向 | 数据支撑 | 主要驱动 | 公司弹性观察 | 风险 |
+|---|---|---|---|---|---|
+| 铜 | 强观察 | LME 现货 13181.50 USD/tonne，LME 库存 341925 tonne，SHFE 库存 143875 tonne；原研报线索 4 条 | 铜矿扰动、TC/RC、AI/电网需求、库存 | 紫金矿业、江西铜业、铜陵有色、洛阳钼业 | 铜价回落、冶炼端利润被压 |
+| 铝 | 中强观察 | LME 现货 3150.00 USD/tonne，LME 库存 310225 tonne，SHFE 库存 527345 tonne；原研报线索 8 条 | 产能天花板、氧化铝/电力成本、库存 | 中国铝业、云铝股份、神火股份、天山铝业 | 累库、氧化铝涨价、需求走弱 |
+| 黄金/白银 | 稳中带波动 | Gold actual 4025.35 USD/troy oz，Silver actual 57.819 USD/troy oz；原研报金银相关线索 8 条 | 利率、美元、避险、工业需求 | 紫金矿业、山东黄金、赤峰黄金、中金黄金、兴业银锡 | 利率反弹、拥挤交易 |
+| 稀土 | 中强观察 | Neodymium CFD benchmark 992500 CNY/tonne；Pr-Nd oxide 仍为 TO_BE_EXTRACTED | 配额、出口、磁材、机器人/军工 | 北方稀土、中国稀土、盛和资源、金力永磁 | 政策节奏和需求兑现 |
+| 钨 | 强候选 | 原研报钨价格/供给线索 2 条，部分原表已可回看；仍缺统一外部价格口径 | 资源约束、硬质合金、军工/高端制造 | 厦门钨业、中钨高新、章源钨业、湖南黄金 | 事件催化不连续、官方源未归档 |
+| 钼 | 中强观察 | 原研报复合线索含钼，正式价格序列不足 | 合金需求、资源属性、价格 | 洛阳钼业、金钼股份 | 钼价波动、单一品种弹性不足 |
+| 锡锑 | 强候选 | 锡 LME 现货 49550.00 USD/tonne，LME 库存 8825 tonne，SHFE 库存 9286 tonne；锑线索 3 条但外部口径缺口较多 | AI硬件焊料、出口约束、资源集中 | 锡业股份、华锡有色、湖南黄金、华钰矿业 | 价格高位、样本少 |
+| 锂钴镍 | 观察 | 锂电碳酸锂 23005.01 USD/tonne、锂 CFD 157000 CNY/tonne；钴 55241.33 USD/tonne；镍 LME 库存 275448 tonne；原研报锂钴镍线索 20 条 | 供需再平衡、库存、储能/电动车 | 赣锋锂业、天齐锂业、中矿资源、华友钴业 | 过剩和库存压力 |
+
+## 3. 价格库存数据状态
+
+| 数据来源 | 当前状态 | 可以怎么用 | 不能怎么用 |
+|---|---|---|---|
+| 原研报价格库存线索 | 53 条候选，其中一部分已可回看原表 | 作为表格复核入口 | 不能直接写正式价格指标 |
+| LME/Westmetall | 铜铝镍锡价格和库存入口已整理 | 作为外部对照入口 | 需核日期和口径 |
+| SMM/SHFE | 部分国内现货和库存入口已整理 | 作为国内市场观察入口 | 部分需要币种、汇率和原始口径 |
+| Trading Economics | 贵金属、锂、稀土等补充入口 | 作为补充观察 | 不替代官方或交易所核验 |
+
+## 3.1 结论和数据对应关系
+
+| 市场判断 | 支撑数据 | 结论强度 | 还缺什么 |
+|---|---|---|---|
+| 铜铝是当前市场主轴 | 铜铝都有 LME、SMM、SHFE 价格库存入口；铜还连接矿端扰动、TC/RC 和巨龙铜矿案例，铝连接供给天花板、氧化铝、电力成本和库存 | DATA_PARTIAL | 报告日期、原始表格行、TC/RC 和单位口径 |
+| 锡锑属于强候选小金属 | 锡有 LME/SMM/SHFE 价格库存和 AI-PCB/锡膏需求线索；锑有价格、三氧化二锑、产量和供给收缩线索 | DATA_PARTIAL / DATA_GAP_REVIEW | 锑外部价格、出口、库存和公司官方源 |
+| 锂钴镍只能观察 | 锂、钴、镍都有价格入口和项目线索，但库存、排产、项目投产节奏和需求承接还没完整核验 | DATA_PARTIAL | 排产、库存、项目投产和价格日期 |
+| 稀土有政策和价格线索但不能强结论 | Neodymium 外部入口有数值，Pr-Nd oxide 仍待提取；稀土结论还必须看配额、磁材需求和官方政策文本 | DATA_GAP_REVIEW | SMM/行业协会直接价格、配额和官方政策文本 |
+| 公司页只能做弹性观察 | 已有公司线索和少量公司来源入口，但官方归档未完成 | DRAFT_FOR_REVIEW | 官方来源、主营占比、产能/资源和利润弹性 |
+
+## 4. 未来观察指标
+
+| 时间 | 看什么 | 含义 |
+|---|---|---|
+| 1 季度 | 商品价格、库存、TC/RC、SMM/SHFE/LME数据、涨停和放量线索 | 判断短期市场是否继续显影 |
+| 1 年 | 矿端扰动、产能释放、氧化铝/电力成本、锂钴镍库存去化 | 判断中期利润传导 |
+| 3 年 | 资源安全、海外矿山、军工/AI/机器人需求、能源转型 | 判断长期产业链重估 |
+
+## 5. 边界
+
+当前可以给出市场观察框架和深读队列；不能给正式价格结论、正式库存结论、买卖建议、目标价或收益承诺。所有正式输出必须先完成输出审核。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\267\346\234\254\350\277\224\344\277\256\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\267\346\234\254\350\277\224\344\277\256\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..9222b85
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\267\346\234\254\350\277\224\344\277\256\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,80 @@
+# 核心阅读文档样本返修自检摘要
+
+状态：DRAFT_FOR_REVIEW
+生成时间：2026-06-27T01:48:00+08:00
+关联问题：ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001
+关联复盘：FP-ANA-YS-CORE-DOC-QUALITY-20260627-001
+关联运行：RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-001
+
+## 1. 返修范围
+
+本轮只返修 4 个样本文档，不全量重写 57 个核心阅读文档：
+
+1. `有色的产业链总览.md`
+2. `子行业/铜_详细介绍.md`
+3. `子行业/铜_市场分析.md`
+4. `公司/紫金矿业.md`
+
+## 2. 返修目标
+
+按审核员要求，样本文档必须从“结构占位”转为“有人读价值的 DRAFT 样本”，重点补齐：
+
+1. 数据。
+2. 案例或证据入口。
+3. 前因后果。
+4. 横向对比。
+5. 公司含义。
+6. DRAFT 和正式输出边界。
+
+## 3. 自检结果
+
+| 文件 | 字数 | 数据相关命中 | 案例/证据相关命中 | 推理链相关命中 | 横向对比相关命中 | 样本状态 |
+|---|---:|---:|---:|---:|---:|---|
+| 有色的产业链总览.md | 3096 | 91 | 21 | 10 | 5 | SAMPLE_CONTENT_REPAIR |
+| 铜_详细介绍.md | 3016 | 92 | 43 | 16 | 3 | SAMPLE_CONTENT_REPAIR |
+| 铜_市场分析.md | 2553 | 62 | 25 | 11 | 7 | SAMPLE_CONTENT_REPAIR |
+| 紫金矿业.md | 已补横向对比后待复审 | 已补 | 已补 | 已补 | 已补 | SAMPLE_CONTENT_REPAIR |
+
+说明：词频只是自检辅助，不替代审核员人读复审。
+
+## 4. 主要改动
+
+### 4.1 有色的产业链总览
+
+1. 补入工业金属、贵金属、能源金属、战略小金属四条主线的资料依据。
+2. 解释“资源端为什么是当前第一主线”，并引用 53 条价格库存线索、41 张页图和巨龙铜矿案例。
+3. 增加子行业总表和公司分层读法。
+4. 明确当前缺口和正式输出边界。
+
+### 4.2 铜_详细介绍
+
+1. 补入铜资料依据、原研报铜价格库存线索、LME/SMM/SHFE 铜价格库存入口。
+2. 补入湿法铜、非洲冶炼、国内检修、TC/RC、巨龙铜矿等案例线索。
+3. 解释铜矿、冶炼、加工、终端需求的利润传导。
+4. 明确铜下游占比、TC/RC 原表和公司官方源仍是缺口。
+
+### 4.3 铜_市场分析
+
+1. 补入 LME 铜现货、LME 铜 3个月、LME 库存、SMM 1# 电解铜、SHFE 铜库存等 DRAFT 数据卡。
+2. 把铜市场拆成供给、冶炼、库存、需求四层。
+3. 增加与铝、锂钴镍、小金属、金银的横向对比。
+4. 明确公司弹性排序口径只给方法，不给正式排序。
+
+### 4.4 紫金矿业
+
+1. 补入 mention_count=56、多金属上下文和公司 IR 年报入口。
+2. 补入巨龙铜矿、Manono 锂矿、铜金锂业务拆分等样本线索。
+3. 增加紫金矿业与江西铜业/铜陵有色、中国铝业/云铝股份、赣锋锂业/天齐锂业的横向对比。
+4. 明确券商观点不得进入分析员结论字段。
+
+## 5. 自检边界
+
+1. 本轮不重新读取全部 359 份原始资料。
+2. 本轮不全量重写 57 个文档。
+3. 本轮不重启 PASS-017。
+4. 本轮不新增同类旧缺口补证 PASS。
+5. 样本通过前，`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 仍不得关闭。
+
+## 6. 待审核员复审
+
+请审核员按 `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001` 要求，逐条检查 4 个样本文档是否具备数据、案例、前因后果、横向对比和公司含义，不得只按 DRAFT、风险词或文件数量判断通过。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\346\234\252\346\267\261\346\224\271\345\255\220\350\241\214\344\270\232\345\270\202\345\234\272\345\210\206\346\236\220\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\346\234\252\346\267\261\346\224\271\345\255\220\350\241\214\344\270\232\345\270\202\345\234\272\345\210\206\346\236\220\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..6c4a769
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\346\234\252\346\267\261\346\224\271\345\255\220\350\241\214\344\270\232\345\270\202\345\234\272\345\210\206\346\236\220\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,39 @@
+# 核心理念复查_未深改子行业市场分析第一批自检摘要
+
+状态：DRAFT_FOR_REVIEW
+更新时间：2026-06-27T13:02:00+08:00
+
+## 1. 本轮范围
+
+本轮按“市场核心是数据，但数据必须解释”的要求，返修以下 5 个市场分析文件：
+
+1. `子行业/小金属_市场分析.md`
+2. `子行业/稀土_市场分析.md`
+3. `子行业/锂钴镍_市场分析.md`
+4. `子行业/钼_市场分析.md`
+5. `子行业/锗镓铟_市场分析.md`
+
+## 2. 自检结果
+
+| 检查项 | 自检结果 |
+|---|---|
+| 是否先给市场结论或观察状态 | 5 篇均在第 1 节给出市场读法，不直接进入数据列表。 |
+| 是否解释数据回答什么问题 | 小金属、稀土、锂钴镍、钼均解释价格、供给、需求、库存或公司暴露分别回答什么问题；锗镓铟解释缺数据意味着不能做趋势判断。 |
+| 是否说明前因后果 | 5 篇均按价格/供给/需求/公司弹性顺序解释，没有从线索直接跳到结论。 |
+| 是否保留证据边界 | 5 篇均保留 DRAFT、正式指标前需核验或 DATA_GAP_REVIEW 边界。 |
+| 是否避免内部证明语言 | 未使用事实句数量、提及频次、覆盖度作为正文判断依据。 |
+
+## 3. 后续
+
+本轮只覆盖市场分析文件。对应的详细介绍和公司页仍需继续按同一原则返修或保持降级。
+
+## 4. 复审后最小修复
+
+2026-06-27 13:13 按 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001` 要求，补充 4 篇市场分析的数据落正文：
+
+1. `小金属_市场分析.md`：补入锡、钴和钨锑候选数据，并解释不同品种成熟度不同。
+2. `稀土_市场分析.md`：补入氧化镨钕 SMM 页面入口仍为 `TO_BE_EXTRACTED`，并解释 `DATA_PARTIAL / DATA_GAP_REVIEW`。
+3. `锂钴镍_市场分析.md`：补入锂、镍、钴价格和镍库存 DRAFT 数据，并解释仍不能证明反转。
+4. `钼_市场分析.md`：补入钼缺少单独干净价格库存行、仅有混合候选线索的缺口，并解释不能证明钼价趋势。
+
+本次未修改 `锗镓铟_市场分析.md`，未补新资料，未新增同类补证 PASS。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\346\234\252\346\267\261\346\224\271\345\255\220\350\241\214\344\270\232\346\200\273\350\247\210\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\346\234\252\346\267\261\346\224\271\345\255\220\350\241\214\344\270\232\346\200\273\350\247\210\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..fb43072
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\346\234\252\346\267\261\346\224\271\345\255\220\350\241\214\344\270\232\346\200\273\350\247\210\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,37 @@
+# 核心理念复查_未深改子行业总览第一批自检摘要
+
+状态：DRAFT_FOR_REVIEW
+更新时间：2026-06-27T12:51:00+08:00
+
+## 1. 本轮范围
+
+本轮按“结论先行、逐步解释、含义落地”和“逐篇对照研报解析架构核心理念”原则，返修以下 5 个子行业总览：
+
+1. `子行业/小金属_总览.md`
+2. `子行业/稀土_总览.md`
+3. `子行业/锂钴镍_总览.md`
+4. `子行业/钼_总览.md`
+5. `子行业/锗镓铟_总览.md`
+
+## 2. 核心理念复查结果
+
+| 检查项 | 自检结果 |
+|---|---|
+| 普通用户能否先看到清晰结论 | 5 篇均增加“先给结论”，并说明这是研究主线、观察入口或待补入口，不是交易指令。 |
+| 数据或案例是否被解释 | 5 篇均把线索拆成 2-3 条，说明每条线索回答什么问题、为什么支撑当前读法。 |
+| 前因后果是否清楚 | 小金属、稀土、锂钴镍、钼均写明从供给/需求/成本/公司暴露到研究含义的传导；锗镓铟明确证据不足导致不能强判断。 |
+| 是否避免内部语言 | 本轮正文不再用“事实句覆盖”“提及频次”“线索数量”证明判断。 |
+| 是否有横向或分层读法 | 每篇均按资源、材料、公司类型或证据状态分层。 |
+| 是否保留边界 | 5 篇均保留 DRAFT、DATA_GAP_REVIEW 或正式使用前需核验的边界。 |
+
+## 3. 本轮没有做什么
+
+1. 没有全量重写 57 个核心文档。
+2. 没有重新读取全部 359 份 raw。
+3. 没有补新资料或新增同类旧缺口补证 PASS。
+4. 没有重启 PASS-017。
+5. 没有把 DRAFT 观察写成正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。
+
+## 4. 后续
+
+本轮通过复审后，可继续按同样方法处理剩余未深改的子行业详细介绍、市场分析和公司页。未返修文档继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或原有 DRAFT 降级边界。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\346\234\252\346\267\261\346\224\271\345\255\220\350\241\214\344\270\232\350\257\246\347\273\206\344\273\213\347\273\215\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\346\234\252\346\267\261\346\224\271\345\255\220\350\241\214\344\270\232\350\257\246\347\273\206\344\273\213\347\273\215\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..14a0b17
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\346\234\252\346\267\261\346\224\271\345\255\220\350\241\214\344\270\232\350\257\246\347\273\206\344\273\213\347\273\215\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,29 @@
+# 核心理念复查_未深改子行业详细介绍第一批自检摘要
+
+状态：DRAFT_FOR_REVIEW
+更新时间：2026-06-27T13:10:00+08:00
+
+## 1. 本轮范围
+
+本轮返修以下 5 个详细介绍文件：
+
+1. `子行业/小金属_详细介绍.md`
+2. `子行业/稀土_详细介绍.md`
+3. `子行业/锂钴镍_详细介绍.md`
+4. `子行业/钼_详细介绍.md`
+5. `子行业/锗镓铟_详细介绍.md`
+
+## 2. 自检结果
+
+| 检查项 | 自检结果 |
+|---|---|
+| 是否先给清晰结论 | 5 篇均先说明该子行业当前应该怎么理解。 |
+| 是否解释产业链运行 | 5 篇均用正文解释资源、加工、材料、终端或公司业务之间的关系。 |
+| 是否解释利润传导 | 小金属、稀土、锂钴镍、钼均说明利润为什么可能留在不同环节；锗镓铟说明证据不足导致不能判断利润传导。 |
+| 是否解释公司含义 | 5 篇均说明公司进入深读入口的原因和必须核验的字段。 |
+| 是否保留边界 | 5 篇均保留 DRAFT、DATA_GAP_REVIEW 或正式使用前需核验的边界。 |
+| 是否避免内部表格替代正文 | 本轮去掉变量模型和证明卡作为主体，不再用表格替代解释。 |
+
+## 3. 后续
+
+本轮只覆盖详细介绍文件。对应公司页仍需继续按同一原则返修或保持降级。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\347\250\200\345\234\237\345\205\254\345\217\270\351\241\265\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\347\250\200\345\234\237\345\205\254\345\217\270\351\241\265\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..4cde814
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\347\250\200\345\234\237\345\205\254\345\217\270\351\241\265\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,25 @@
+# 核心理念复查_稀土公司页第一批自检摘要
+
+状态：DRAFT_FOR_REVIEW
+更新时间：2026-06-27T13:18:00+08:00
+
+## 1. 本轮范围
+
+1. `公司/中国稀土.md`
+2. `公司/北方稀土.md`
+3. `公司/盛和资源.md`
+4. `公司/金力永磁.md`
+
+## 2. 自检结果
+
+| 检查项 | 自检结果 |
+|---|---|
+| 是否先给公司结论或观察状态 | 4 篇均在第 1 节说明公司为什么进入深读入口。 |
+| 是否解释公司和子行业的关系 | 中国稀土、北方稀土、盛和资源按资源/分离/复合业务解释；金力永磁按磁材端解释。 |
+| 是否解释利润传导 | 4 篇均说明价格、配额、订单、成本或业务结构如何影响利润传导。 |
+| 是否写清证据缺口 | 4 篇均列明年报、公告、业务占比、产能、客户或成本等官方资料缺口。 |
+| 是否避免交易表达 | 未输出买卖建议、目标价、收益承诺或正式公司结论。 |
+
+## 3. 边界
+
+本轮只是 DRAFT 公司页可读性返修，不替代正式公司证据卡。正式输出仍需官方源、原文页、hash、主营占比、产能和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\350\203\275\346\272\220\351\207\221\345\261\236\345\205\254\345\217\270\351\241\265\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\350\203\275\346\272\220\351\207\221\345\261\236\345\205\254\345\217\270\351\241\265\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..2e482d8
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\350\203\275\346\272\220\351\207\221\345\261\236\345\205\254\345\217\270\351\241\265\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,30 @@
+# 核心理念复查_能源金属公司页第一批自检摘要
+
+状态：DRAFT_FOR_REVIEW
+run_id：RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001
+更新时间：2026-06-27T13:18:00+08:00
+
+## 1. 本轮范围
+
+本轮只复查并返修 4 个能源金属公司页：
+
+1. `公司/赣锋锂业.md`
+2. `公司/天齐锂业.md`
+3. `公司/中矿资源.md`
+4. `公司/华友钴业.md`
+
+## 2. 对照核心理念的自检结果
+
+1. 结论先行：4 篇均先说明公司为什么进入深读入口，没有先展示分析员思考路径。
+2. 数据和案例解释：4 篇均把锂价、钴镍价格、资源成本、项目节奏、订单或加工利润解释为公司观察变量，没有只堆价格。
+3. 前因后果：4 篇均说明价格或项目变化如何传导到收入、利润、现金流或订单。
+4. 投资含义边界：4 篇均区分“深读入口 / 观察价值”和正式公司结论，没有写买入、卖出、目标价或收益承诺。
+5. 待补边界：4 篇均列出后续需要核验的官方资料、项目口径、业务占比或数值一致性。
+
+## 3. 风险词和内部语言自检
+
+本轮正文不使用事实句数量、提及频次、覆盖度等内部统计证明公司判断。公司进入深读入口只表示后续研究优先级，不代表推荐或交易建议。
+
+## 4. 边界
+
+本轮不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。正式输出前仍需补公司官方源、业务占比、产能/资源、成本、客户/订单和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\351\201\227\347\225\231\345\206\205\351\203\250\350\257\255\350\250\200\346\270\205\347\220\206\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\351\201\227\347\225\231\345\206\205\351\203\250\350\257\255\350\250\200\346\270\205\347\220\206\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..ecd1cf4
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\351\201\227\347\225\231\345\206\205\351\203\250\350\257\255\350\250\200\346\270\205\347\220\206\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,30 @@
+# 核心理念复查_遗留内部语言清理自检摘要
+
+状态：DRAFT_FOR_REVIEW
+run_id：RUN-ANA-YS-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001
+更新时间：2026-06-27T13:33:00+08:00
+
+## 1. 本轮范围
+
+本轮清理仍残留内部工作语言的核心正文：
+
+1. `公司/中钨高新.md`
+2. `公司/厦门钨业.md`
+3. `公司/湖南黄金.md`
+4. `公司/紫金矿业.md`
+5. `公司/中国铝业.md`
+6. `公司/云铝股份.md`
+7. `公司/江西铜业.md`
+8. `公司/铜陵有色.md`
+9. `子行业/铜_详细介绍.md`
+
+## 2. 清理结果
+
+1. 已去掉正文中用 mention_count、被提及次数、公司提及、证据卡字段、待字段化核验或证明卡标题证明判断的表达。
+2. 已把公司进入深读入口的原因改成业务逻辑、价格传导、项目/产能或成本变量。
+3. 已保留 DRAFT 边界、官方源缺口和数值一致性核验要求。
+4. 已避免把券商相关标的线索写成分析员推荐。
+
+## 3. 自检边界
+
+本轮不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。本轮覆盖本摘要列明的 9 个文件，不代表全部核心文档问题已关闭。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\351\222\274\351\273\204\351\207\221\345\205\254\345\217\270\351\241\265\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\351\222\274\351\273\204\351\207\221\345\205\254\345\217\270\351\241\265\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..9f26360
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\351\222\274\351\273\204\351\207\221\345\205\254\345\217\270\351\241\265\347\254\254\344\270\200\346\211\271\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,31 @@
+# 核心理念复查_钼黄金公司页第一批自检摘要
+
+状态：DRAFT_FOR_REVIEW
+run_id：RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001
+更新时间：2026-06-27T13:23:00+08:00
+
+## 1. 本轮范围
+
+本轮只复查并返修 5 个钼和黄金公司页：
+
+1. `公司/洛阳钼业.md`
+2. `公司/金钼股份.md`
+3. `公司/山东黄金.md`
+4. `公司/中金黄金.md`
+5. `公司/赤峰黄金.md`
+
+## 2. 对照核心理念的自检结果
+
+1. 结论先行：5 篇均先说明公司为什么进入深读入口，没有先展示分析员思考路径。
+2. 数据和案例解释：5 篇均把钼价、金价、产量、成本、资源增量、项目进度或业务占比解释为公司观察变量。
+3. 前因后果：5 篇均说明价格变化为什么还需要产量、成本和业务占比承接，避免从品种价格直接跳到公司结论。
+4. 投资含义边界：5 篇均区分“深读入口 / 观察池”和正式公司结论，没有写买入、卖出、目标价或收益承诺。
+5. 待补边界：5 篇均列出后续需要核验的官方资料、资源/产量、成本、业务占比或数值一致性。
+
+## 3. 风险词和内部语言自检
+
+本轮正文不使用事实句数量、提及频次、覆盖度等内部统计证明公司判断。公司进入深读入口只表示后续研究优先级，不代表推荐或交易建议。
+
+## 4. 边界
+
+本轮不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。正式输出前仍需补公司官方源、业务占比、产能/资源、成本、项目进度和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\351\223\235\350\241\245\345\205\205\345\205\254\345\217\270\351\241\265\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\351\223\235\350\241\245\345\205\205\345\205\254\345\217\270\351\241\265\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..686662a
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\347\220\206\345\277\265\345\244\215\346\237\245_\351\223\235\350\241\245\345\205\205\345\205\254\345\217\270\351\241\265\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,28 @@
+# 核心理念复查_铝补充公司页自检摘要
+
+状态：DRAFT_FOR_REVIEW
+run_id：RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001
+更新时间：2026-06-27T13:27:00+08:00
+
+## 1. 本轮范围
+
+本轮只复查并返修 2 个铝补充公司页：
+
+1. `公司/神火股份.md`
+2. `公司/天山铝业.md`
+
+## 2. 对照核心理念的自检结果
+
+1. 结论先行：2 篇均先说明公司为什么进入深读入口，没有先展示分析员思考路径。
+2. 数据和案例解释：2 篇均把铝价、氧化铝成本、电力成本、产能或加工结构解释为公司观察变量。
+3. 前因后果：2 篇均说明铝价变化为什么还需要成本和产能承接，避免从铝价直接跳到公司结论。
+4. 投资含义边界：2 篇均区分“深读入口 / 观察页”和正式公司结论，没有写买入、卖出、目标价或收益承诺。
+5. 待补边界：2 篇均列出后续需要核验的官方资料、产能、成本、业务占比或数值一致性。
+
+## 3. 风险词和内部语言自检
+
+本轮正文不使用事实句数量、提及频次、覆盖度等内部统计证明公司判断。公司进入深读入口只表示后续研究优先级，不代表推荐或交易建议。
+
+## 4. 边界
+
+本轮不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。正式输出前仍需补公司官方源、业务占比、产能、成本和数值一致性核验。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\351\230\205\350\257\273\345\205\245\345\217\243.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\351\230\205\350\257\273\345\205\245\345\217\243.md"
new file mode 100644
index 0000000..10ac899
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\240\270\345\277\203\351\230\205\350\257\273\345\205\245\345\217\243.md"
@@ -0,0 +1,69 @@
+# 有色核心阅读文档入口
+
+状态：DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR
+更新时间：2026-06-27T13:50:00+08:00
+
+本目录是 `ANA-YS-INDUSTRY-001` 的用户核心阅读入口。过程报告、批次摘要、manifest、证据表、暗线和待补资料清单仍保留在结果入口或证据链中，但不作为用户先读文档。
+
+## 0. 当前阅读状态
+
+经多轮 fp 联合复盘、样本文档返修和分批人读质量复审，本入口下两个总览、9 个子行业三件套和 27 个公司页已完成本轮 `READABILITY_CONTENT_REPAIR`。这些文件已经从“结构占位稿”推进为 DRAFT 用户阅读稿：正文需要先给清晰读法，再解释数据、案例、前因后果、公司含义和失效边界。
+
+仍需保留的边界：
+
+1. 当前仍是 DRAFT 阅读稿，不是正式行业结论、正式公司结论、正式指标或对外交付版本。
+2. 文中价格、库存、产量、成本、项目进度和公司业务占比仍需正式输出前补原始表格行、日期、单位、官方来源和数值一致性核验。
+3. 对证据不足的品种或公司，正文应保留 `DATA_GAP_REVIEW`、`DATA_PARTIAL` 或等价降级状态。
+
+阅读建议：先读两个总览建立全局框架，再进入子行业三件套，最后看公司页。阅读时把“优先跟踪”“深读入口”“观察状态”理解为研究排序，不理解为买入、卖出、目标价或收益承诺。
+
+## 1. 先读总览
+
+1. [有色的产业链总览](有色的产业链总览.md)
+2. [有色的市场情况总览](有色的市场情况总览.md)
+
+## 2. 子行业三件套
+
+- 铜：[总览](子行业/铜_总览.md) / [详细介绍](子行业/铜_详细介绍.md) / [市场分析](子行业/铜_市场分析.md)
+- 铝：[总览](子行业/铝_总览.md) / [详细介绍](子行业/铝_详细介绍.md) / [市场分析](子行业/铝_市场分析.md)
+- 锂钴镍：[总览](子行业/锂钴镍_总览.md) / [详细介绍](子行业/锂钴镍_详细介绍.md) / [市场分析](子行业/锂钴镍_市场分析.md)
+- 稀土：[总览](子行业/稀土_总览.md) / [详细介绍](子行业/稀土_详细介绍.md) / [市场分析](子行业/稀土_市场分析.md)
+- 钨：[总览](子行业/钨_总览.md) / [详细介绍](子行业/钨_详细介绍.md) / [市场分析](子行业/钨_市场分析.md)
+- 钼：[总览](子行业/钼_总览.md) / [详细介绍](子行业/钼_详细介绍.md) / [市场分析](子行业/钼_市场分析.md)
+- 锡锑：[总览](子行业/锡锑_总览.md) / [详细介绍](子行业/锡锑_详细介绍.md) / [市场分析](子行业/锡锑_市场分析.md)
+- 锗镓铟：[总览](子行业/锗镓铟_总览.md) / [详细介绍](子行业/锗镓铟_详细介绍.md) / [市场分析](子行业/锗镓铟_市场分析.md)
+- 小金属：[总览](子行业/小金属_总览.md) / [详细介绍](子行业/小金属_详细介绍.md) / [市场分析](子行业/小金属_市场分析.md)
+
+## 3. 公司页
+
+- [紫金矿业](公司/紫金矿业.md)
+- [江西铜业](公司/江西铜业.md)
+- [铜陵有色](公司/铜陵有色.md)
+- [洛阳钼业](公司/洛阳钼业.md)
+- [中国铝业](公司/中国铝业.md)
+- [云铝股份](公司/云铝股份.md)
+- [神火股份](公司/神火股份.md)
+- [天山铝业](公司/天山铝业.md)
+- [北方稀土](公司/北方稀土.md)
+- [中国稀土](公司/中国稀土.md)
+- [盛和资源](公司/盛和资源.md)
+- [金力永磁](公司/金力永磁.md)
+- [锡业股份](公司/锡业股份.md)
+- [华锡有色](公司/华锡有色.md)
+- [湖南黄金](公司/湖南黄金.md)
+- [华钰矿业](公司/华钰矿业.md)
+- [厦门钨业](公司/厦门钨业.md)
+- [中钨高新](公司/中钨高新.md)
+- [章源钨业](公司/章源钨业.md)
+- [金钼股份](公司/金钼股份.md)
+- [赣锋锂业](公司/赣锋锂业.md)
+- [天齐锂业](公司/天齐锂业.md)
+- [中矿资源](公司/中矿资源.md)
+- [华友钴业](公司/华友钴业.md)
+- [山东黄金](公司/山东黄金.md)
+- [赤峰黄金](公司/赤峰黄金.md)
+- [中金黄金](公司/中金黄金.md)
+
+## 4. 使用边界
+
+这些文档均为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的用户阅读稿。可以用于了解有色行业阅读路径、研究排序、关键变量和后续补证入口；不能作为正式行业结论、正式公司结论、正式指标、交易建议或对外交付版本。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\256\265\350\220\275\347\272\247\345\217\257\350\257\273\346\200\247\346\240\267\346\234\254\350\277\224\344\277\256.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\256\265\350\220\275\347\272\247\345\217\257\350\257\273\346\200\247\346\240\267\346\234\254\350\277\224\344\277\256.md"
new file mode 100644
index 0000000..af97c44
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\346\256\265\350\220\275\347\272\247\345\217\257\350\257\273\346\200\247\346\240\267\346\234\254\350\277\224\344\277\256.md"
@@ -0,0 +1,80 @@
+# 段落级可读性样本返修
+
+状态：DRAFT_FOR_REVIEW / READABILITY_SAMPLE
+更新时间：2026-06-27T03:02:00+08:00
+
+定位：本文只做 3 个段落样本返修，用来验证“结论、数据/案例、解释、传导、边界”五段式是否能把有色核心文档写成人能看懂的报告语言。本文不是正式行业结论、正式公司结论、正式指标或交易建议，也不替代原核心文档全文。
+
+## 0. 写作标准
+
+每个核心判断至少回答五个问题：
+
+1. 结论：我现在怎么读。
+2. 数据/案例：支撑这个读法的关键数字或具体案例。
+3. 解释：这个数字或案例说明了什么。
+4. 传导：它会怎样影响产业链、市场阶段或公司利润。
+5. 边界：什么情况下这个读法失效，或当前还缺什么。
+
+## 1. 市场数据段样本：铜价、库存、TC/RC 怎么解释
+
+### 1.1 返修前的主要问题
+
+旧写法已经列出 LME 铜价、LME 库存、SHFE 库存和 TC/RC，但读者仍容易困惑：这些数据到底说明铜强、铜弱，还是只说明有数据？尤其是库存、TC/RC 和资源端利润之间的关系没有讲透。
+
+### 1.2 返修样本
+
+当前铜只能写成“强观察”，不能写成正式强结论。原因不是 LME 铜现货价格达到 13181.50 美元/吨这一项数字本身，而是价格、库存和冶炼加工费要合起来看。
+
+第一，价格告诉我们市场愿意给铜更高的定价，但价格是结果，不是原因。第二，LME 铜库存 341925 吨、SHFE 铜库存 143875 吨这些库存入口，用来判断高价格背后有没有现货压力。如果铜价高但库存继续累积，就说明需求可能接不住价格；如果铜价高且库存去化，才更像供需真的偏紧。第三，TC/RC 是判断利润留给谁的关键。如果铜精矿紧张、TC/RC 被压低，纯冶炼企业即使收入跟着铜价走，利润也可能被加工费压缩；相反，有矿山权益的公司更容易把铜价上涨转成利润。
+
+所以铜的市场读法不是“铜价高，所以铜公司都好”，而是：先看价格是否强，再看库存是否配合，最后看 TC/RC 判断利润留在资源端还是冶炼端。当前更适合优先研究资源端和有权益产量的公司；江西铜业、铜陵有色这类冶炼和综合铜企，则必须单独核 TC/RC、副产品、库存和套保，不能简单按铜价上涨受益。
+
+这个判断的失效条件也很明确：如果后续铜价回落且库存累积，说明需求承接不足；如果 TC/RC 修复，资源端相对优势会下降；如果湿法铜、非洲冶炼、检修等供给线索不能被原文表格或外部来源支持，就不能继续把矿端紧张作为强解释。
+
+## 2. 产业链段样本：铝为什么看成本曲线
+
+### 2.1 返修前的主要问题
+
+旧写法已经写了铝土矿、氧化铝、电解铝、电力成本和库存，但还像资料整理。普通用户会问：为什么铝不是只看铝价？为什么中国铝业、云铝股份这类公司要分开看？
+
+### 2.2 返修样本
+
+铝这条线不能只看铝价涨跌，核心要看利润被成本吃掉多少。铝的链条是：铝土矿先变成氧化铝，氧化铝再进入电解铝，电解铝还要消耗大量电力，最后才进入铝加工和终端需求。也就是说，铝价只是收入端，氧化铝和电力才决定吨铝利润能不能留下来。
+
+当前材料里有几组能帮助理解这条链的数据：LME 铝库存 310225 吨，SHFE 铝库存 527345 吨；研报线索里还出现国内铝锭社会库存 140.1 万吨、铝棒库存 19 万吨、LME 铝库存 33.8 万吨、全球铝显性库存 192.9 万吨等候选口径。这些库存数据不是为了证明“铝一定涨”，而是为了判断供需缓冲有多厚。库存下降时，供给扰动或需求改善更容易放大价格弹性；库存上升时，铝价即使短期上涨，也可能只是情绪或成本推动。
+
+真正影响公司利润的是下一步传导：如果几内亚铝土矿、中东电解铝或俄铝库存扰动推高氧化铝和原料成本，普通电解铝企业可能被成本挤压；如果铝价稳定、库存去化，同时氧化铝和电力成本受控，低成本电解铝和一体化公司才更容易保留吨铝利润。这就是为什么中国铝业要看铝土矿、氧化铝、电解铝一体化，云铝股份要看电力成本和低碳电力优势。
+
+因此，铝的公司阅读顺序不是“谁是铝股”，而是“谁在成本曲线更靠前”。同样的铝价环境下，一体化资源、低电价、稳定产能和更强成本控制，可能比单纯产量规模更重要。这个读法的边界是：若需求走弱导致库存重新累积，或氧化铝、电力成本明显上行，吨铝利润会被压缩，铝链条读法必须降级。
+
+## 3. 公司段样本：紫金矿业为什么不能只看铜价
+
+### 3.1 返修前的主要问题
+
+旧写法已经提到巨龙铜矿、Manono 锂矿、铜金锂多金属，但还容易让用户理解成“紫金矿业是多金属资源股，所以铜价高就好”。公司页需要把价格、产量、权益、成本、项目达产和风险讲成一条公司利润链。
+
+### 3.2 返修样本
+
+紫金矿业不能只按“铜价上涨受益”来读。铜价只是外部价格环境，公司能不能把铜价变成利润，取决于三个更具体的问题：矿山有没有产量，产量里公司权益是多少，单位成本和项目达产节奏能不能支撑利润释放。
+
+当前 DRAFT 线索里最具体的是巨龙铜矿：候选线索显示全年铜产量 19.38 万吨、销量 19.37 万吨、净利润 91.41 亿元，二期达产后矿产铜年产量有提高至 30-35 万吨的可能。这个案例真正说明的不是“紫金有铜”，而是一个资源公司利润弹性的形成过程：先有矿山和权益产量，再由铜价决定收入弹性，再由成本和资本开支决定利润保留，最后由二期达产决定未来增长。
+
+所以紫金矿业的公司读法应拆成三层。第一层是铜：看巨龙铜矿等核心资产的产量、权益、成本和达产进度，这决定铜价上涨能不能落到公司利润。第二层是金：看矿产金产量、金价和成本，它提供另一条资源价格弹性。第三层是锂：Manono 等项目弹性可能很大，但政治、仲裁、权益和投产节奏不确定，因此不能和铜金成熟矿山同等强度地写。
+
+这也解释了为什么紫金矿业要和江西铜业、铜陵有色、云铝股份、赣锋锂业分开比较。江西铜业和铜陵有色更需要看冶炼加工费和副产品利润；云铝股份看电力和氧化铝成本；赣锋锂业更集中于锂周期。紫金的关键是多金属资源组合和项目达产，而不是某一个金属价格标签。
+
+当前边界也必须写清：如果铜价、金价回落，或巨龙铜矿等核心资产的官方产量、成本、权益数据不能确认，紫金的资源端读法要降级；如果 Manono 等锂项目进度或法律风险无法被公告支持，锂业务只能作为高不确定性线索，不能写成确定增长来源。
+
+## 4. 样本自检
+
+| 样本 | 结论 | 数据/案例 | 解释 | 传导 | 边界 |
+|---|---|---|---|---|---|
+| 铜市场数据段 | 有 | 有 LME/SHFE 库存、铜价、TC/RC 逻辑 | 解释价格不是原因，库存和 TC/RC 分别说明供需和利润分配 | 落到资源端、冶炼端、公司弹性 | 有失效条件 |
+| 铝产业链段 | 有 | 有 LME/SHFE/社会库存、铝土矿、氧化铝、电力成本 | 解释铝价只是收入端，成本决定吨铝利润 | 落到中国铝业、云铝股份的不同读法 | 有失效条件 |
+| 紫金矿业公司段 | 有 | 有巨龙铜矿产量、销量、净利润、达产线索 | 解释价格如何通过产量、权益、成本变成利润 | 落到铜、金、锂三层业务和横向对比 | 有失效条件 |
+
+## 5. 后续使用边界
+
+1. 样本通过前，不把这套写法批量应用到 57 个文档。
+2. 样本通过后，优先返修总览、市场、子行业市场分析和重点公司页中最影响阅读的段落。
+3. 若正式证据不足，正文直接说明不能判断什么，不为了完整感继续补证循环。
diff --git "a/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\351\230\266\346\256\265\345\214\226\346\240\267\346\234\254\350\277\224\344\277\256_\344\272\247\344\270\232\351\223\276\346\200\273\350\247\210\350\207\252\346\243\200\346\221\230\350\246\201.md" "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\351\230\266\346\256\265\345\214\226\346\240\267\346\234\254\350\277\224\344\277\256_\344\272\247\344\270\232\351\223\276\346\200\273\350\247\210\350\207\252\346\243\200\346\221\230\350\246\201.md"
new file mode 100644
index 0000000..2b9016b
--- /dev/null
+++ "b/ana-data/cases/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/outputs/\346\240\270\345\277\203\346\226\207\346\241\243/\351\230\266\346\256\265\345\214\226\346\240\267\346\234\254\350\277\224\344\277\256_\344\272\247\344\270\232\351\223\276\346\200\273\350\247\210\350\207\252\346\243\200\346\221\230\350\246\201.md"
@@ -0,0 +1,34 @@
+# 阶段化样本返修：产业链总览自检摘要
+
+状态：DRAFT_FOR_REVIEW / STAGED_WRITING_SAMPLE_REPAIR
+生成时间：2026-06-27T11:44:00+08:00
+关联案例：ANA-YS-INDUSTRY-001
+关联运行：RUN-ANA-YS-STAGED-WRITING-SAMPLE-001
+
+## 1. 本轮只修什么
+
+本轮只修 `有色的产业链总览.md` 中用户点名的三类问题：
+
+1. 术语解释：LME、SMM、SHFE、Trading Economics 首次出现时没有解释。
+2. 数据线索展开：`53 条线索/41 张页图` 是内部证据状态，不是用户可读解释。
+3. 时间口径：巨龙铜矿产量、销量、净利润缺少年份；二期投产和达产年产量缺具体时间。
+
+## 2. 自检结果
+
+| 检查项 | 处理结果 | 自检结论 |
+|---|---|---|
+| 术语解释 | 已补 LME、SHFE、SMM、Trading Economics 的中文解释和阅读用途 | PASS |
+| 数据线索展开 | 已按铜、铝、镍钴锂、锡锑钨、金银展开说明能读什么、边界是什么 | PASS |
+| 时间口径 | 已补 2025 年全年、2026 年 1 月 23 日、二期达产后 30-35 万吨等口径 | PASS |
+| 内部语言降噪 | 已避免把“53 条线索/41 张页图”写成判断依据，改为品种线索说明 | PASS |
+| 正式结论边界 | 文档仍为 DRAFT_FOR_REVIEW，不输出正式行业结论、交易建议或收益承诺 | PASS |
+
+## 3. 仍保留的边界
+
+1. 本轮不是正式价格库存指标升级；线索仍需报告日期、原始表格行、单位和数值一致性核验。
+2. 巨龙铜矿案例来自研报 converted text 和年报点评语境，正式公司结论前仍需回到公司官方年报或公告。
+3. 本轮只验证阶段化写作流程样本，不代表 57 个核心文档全部完成返修。
+
+## 4. 复审请求重点
+
+请审核员只复核本轮三项：术语解释是否足够用户首读、数据线索是否从内部证据语言转为用户读法、时间口径是否明确。不要扩大为全量核心文档质量审核，也不要要求新增同类旧缺口补证。
diff --git "a/ana-data/result/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/result_index.md" "b/ana-data/result/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/result_index.md"
index 159ab9c..530cb1d 100644
--- "a/ana-data/result/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/result_index.md"
+++ "b/ana-data/result/\346\234\211\350\211\262\346\241\210\344\276\213/ANA-YS-INDUSTRY-001/result_index.md"
@@ -1,18 +1,45 @@
# ANA-YS-INDUSTRY-001 结果入口
-状态：DRAFT_FOR_REVIEW
-更新时间：2026-06-26T10:17:00+08:00
+状态：STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW
+更新时间：2026-06-27T11:44:00+08:00
+
+## 重要降级说明
+
+经 `FP-ANA-YS-CORE-DOC-QUALITY-20260627-001` 联合复盘审核确认，当前 `outputs/核心文档/` 下 57 个用户核心阅读 Markdown 只能作为“结构草稿和返修基线”使用，不能称为合格用户核心阅读稿。
+
+主要原因：
+
+1. 多数文档已经具备中文文件名、目录结构和 DRAFT 边界，但没有充分达到 `研报解析架构.md` 要求的“数据、案例、前因后果、横向对比、公司含义”。
+2. `DRAFT_FOR_REVIEW` 只表示未正式发布，不能豁免核心阅读质量检查。
+3. 当前 57 个核心阅读文档统一降级为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`；底层 evidence、manifest、页图、价格库存线索表和待补资料清单仍可作为返修输入。
+
+后续最小返修样本：
+
+1. `有色的产业链总览.md`
+2. `子行业/铜_详细介绍.md`
+3. `子行业/铜_市场分析.md`
+4. `公司/紫金矿业.md`
+
+上述样本通过人读质量复审前，不得宣称有色核心阅读文档质量问题已闭环，不得对外发布为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或正式交付版本。
## 核心文档
-0. [有色研报研究综合草稿](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md)
-1. [原研报价格库存线索表](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md)
-2. [原页表格复核恢复摘要](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原页表格复核恢复摘要.md)
-3. [用户可读收口稿](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_user_readout_limited_draft.md)
-4. [有色行业视图草稿](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_industry_view_draft.md)
-5. [有色市场视图草稿](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_market_view_draft.md)
-6. [有色公司视图草稿](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_company_view_draft.md)
-7. [有色待补资料清单](../../../../ana-doc/有色案例/待补资料清单.md)
+0. [核心阅读入口](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md)
+1. [有色的产业链总览](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md)
+2. [有色的市场情况总览](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md)
+3. [子行业文档目录](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/)
+4. [公司文档目录](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/)
+
+## 过渡草稿和证据入口
+
+1. [有色研报研究综合草稿](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md)
+2. [原研报价格库存线索表](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md)
+3. [原页表格复核恢复摘要](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原页表格复核恢复摘要.md)
+4. [用户可读收口稿](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_user_readout_limited_draft.md)
+5. [有色行业视图草稿](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_industry_view_draft.md)
+6. [有色市场视图草稿](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_market_view_draft.md)
+7. [有色公司视图草稿](../../../cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_company_view_draft.md)
+8. [有色待补资料清单](../../../../ana-doc/有色案例/待补资料清单.md)
## 关键过程产物
@@ -52,3 +79,227 @@
## 限制
BATCH-001 与 BATCH-003 关键事实已完成一轮 converted text 页码/行号/上下文预定位，并生成 PDF 原页表格复核队列。PASS-019 在 PyMuPDF 环境恢复后，已对 PASS-004 中 41 条 PDF 头正常且页码已知的表格候选生成原页页图，并整理 53 条原研报价格库存/市场数据线索；13 条页码未知和 1 条非 PDF 头仍保持 HELD。PASS-006 已完成外部交叉验证映射，45 条形成外部来源候选映射，18 条仍为 `GAP_REVIEW`。PASS-007 已把 18 条缺口拆成 10 条高优先级和 8 条中优先级。PASS-008 已为 10 条高优先级缺口补充 27 条外部来源入口候选。PASS-009 已生成 27 条来源核验队列。PASS-010 已对 27 条来源入口形成访问和口径核验结果，其中 16 条来源页面可定位、10 条受网页验证页阻断、1 条价格值需登录或替代来源；由于候选事实多为相对日期，尚未完成具体日期、原始表格行或数值一致性核验。PASS-011 已将 27 条 held 项拆成后续缺口/冲突队列：16 条报告日期和表格行缺口、10 条访问归档或替代来源缺口、1 条数值访问确认缺口。PASS-012 已为 3 条公司官方源缺口补充 9 条公司官网、公告、年报或披露入口候选。PASS-013 已对 9 条公司官方源执行公开 URL 归档尝试，但全部因本地网络连接拒绝保持 `HELD_BY_ENV_NETWORK`。PASS-014 已将 9 条归档失败项拆成恢复队列：2 条浏览器/批准网络归档、5 条人工下载或浏览器归档、2 条媒体入口替换为主源。PASS-015 已把上述证据成熟度、数据可用性分层和公司官方源补证状态同步到三类核心草稿。PASS-016 已将公司视图中 19 条券商原文关注/标的列举样例从主展示降噪，并分账到研报原文观点清单。父级补证轮次上限规则已生效，PASS-017 公司证据卡字段化已暂停，状态为 `PASS017_PAUSED_BY_SUPPLEMENT_CAP_RULE`。PASS-018 已生成有限输出与缺口入口收口摘要。行业待补资料清单规则及审核闭环已通过复审；已进入待补清单的同类旧缺口不再自动补第 4 轮，除非满足新资料、新权限、环境恢复、前三轮执行错误或核心文档完全不可读等例外。用户可读收口稿和综合草稿已生成，作为先读入口。上述队列仍未完成网页归档、部分原文表格行抽取或正式数值一致性核验。对外正式结论、公司投资读法或交付前，必须提交执行审核或输出审核。
+## 段落级可读性样本
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_SAMPLE`
+ - 用途：验证“结论、数据/案例、解释、传导、边界”五段式能否把市场数据、产业链逻辑和公司案例写成人能看懂的段落。
+ - 边界：不是正式行业结论、正式公司结论、正式指标或交易建议；通过复审前不得批量应用到全部核心正文。
+
+## 第一批可读性正文返修
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：铜价、库存、TC/RC 的数据解释和传导。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：铝为什么看成本曲线，解释铝土矿、氧化铝、电力成本、库存和公司利润。
+ - 阶段化样本返修：已补 LME/SMM/SHFE/Trading Economics 术语解释，已把原研报价格库存线索按品种展开，已补巨龙铜矿 2025 年全年和 2026 年 1 月 23 日二期投产时间口径。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：紫金矿业为什么不能只看铜价，解释产量、权益、成本和项目达产如何传导到利润。
+
+## 第二批可读性正文返修：铝链条
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：铝市场数据怎么合在一起读，解释价格、库存、氧化铝/电力成本和供给事件如何共同决定利润传导。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：一体化铝链公司到底看什么，解释铝土矿、氧化铝、电解铝和成本留存。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：低成本电解铝到底看什么，解释铝价、库存、电力成本和吨铝利润。
+
+## 第三批可读性正文返修：铜链条
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：铜价、库存、TC/RC 如何连起来读，解释利润在资源端、冶炼端和材料端之间的分配。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：铜价上涨为什么不等于所有铜公司都受益，解释资源端、冶炼端和材料端传导差异。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：综合铜企怎么读，解释铜矿、冶炼、铜材、TC/RC 和库存如何影响利润。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：冶炼和资源复合公司怎么读，解释权益矿、加工费、副产品和库存风险。
+
+## 阶段化样本返修
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+ - 状态：`DRAFT_FOR_REVIEW / STAGED_WRITING_SAMPLE_REPAIR`
+ - 本轮重点：术语解释、数据线索展开、时间口径。
+ - 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/阶段化样本返修_产业链总览自检摘要.md`
+
+## 第四批核心理念返修：未深改子行业总览第一批
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_总览.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：把小金属解释为战略资源和高端制造约束的研究篮子，拆出供给约束、下游不可替代性和公司主营暴露三条线索。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_总览.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：把稀土解释为资源/配额约束和高端制造需求主线，拆出配额、氧化物价格、磁材需求和公司分层。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_总览.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：把锂钴镍解释为等待再平衡的能源金属观察主线，拆出供给释放、库存需求和公司成本。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_总览.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：把钼解释为资源端供给弹性和特钢/高温合金需求主线，拆出钼价、需求结构和公司业务占比。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_总览.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR / DATA_GAP_REVIEW`
+ - 本轮新增：明确锗镓铟当前只能作为战略小金属待补研究入口，资料不足时不强行写结论。
+- 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业总览第一批自检摘要.md`
+- 复审状态：`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001` 已通过；仅覆盖本批 5 篇总览。
+
+## 第五批核心理念返修：未深改子行业市场分析第一批
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_市场分析.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释小金属市场不能用一个价格指标下结论，应按供给紧、下游不可替代、公司暴露清楚三项筛选。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_市场分析.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释稀土市场按供给受控、价格显影、需求验证三步阅读。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_市场分析.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释能源金属市场核心是供给、库存和需求何时再平衡，不能把低位直接写成反转。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_市场分析.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释钼市场看资源价格能否被特钢、高温合金和能源装备需求承接。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_市场分析.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR / DATA_GAP_REVIEW`
+ - 本轮新增：解释锗镓铟当前不能做市场趋势判断，只能作为战略小金属待补观察入口。
+- 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`
+- 复审状态：`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001` 已通过；仅覆盖本批 5 篇市场分析。
+
+## 第六批核心理念返修：未深改子行业详细介绍第一批
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_详细介绍.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释小金属机会通常来自供给不好补、下游离不开、公司确实有暴露。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_详细介绍.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释稀土要拆成上游资源/分离和下游磁材两条线。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_详细介绍.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释能源金属核心是供给、库存和需求再平衡，而非低位即反转。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_详细介绍.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释钼是资源供给和特钢/高温合金需求逻辑，并强调公司钼业务占比。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_详细介绍.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR / DATA_GAP_REVIEW`
+ - 本轮新增：明确战略意义存在但直接证据不足，保持待补观察入口。
+- 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md`
+- 复审状态：`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001` 已通过；仅覆盖本批 5 篇详细介绍。
+
+## 第七批核心理念返修：稀土公司页第一批
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国稀土.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为稀土资源和分离环节深读入口，需核验资源、分离产能、产品结构和价格传导。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/北方稀土.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为资源端平台型公司，应看配额、资源、分离、产品结构和氧化物价格传导。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/盛和资源.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其为资源、分离和贸易复合型公司，必须拆业务线判断利润弹性。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金力永磁.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其按稀土永磁材料公司阅读，关键在订单、客户、成本传导和高性能磁材能力。
+- 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_稀土公司页第一批自检摘要.md`
+- 复审状态：`AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001` 已通过；仅覆盖本批 4 个稀土公司页。
+
+## 第八批核心理念返修：能源金属公司页第一批
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赣锋锂业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为锂资源和锂盐一体化公司，应看资源成本、锂盐价格、项目进度和现金流。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天齐锂业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为锂资源和锂盐公司，应看锂矿权益、成本位置、锂盐价格和财务弹性。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中矿资源.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为锂和多金属资源项目型公司，应看项目投产、成本优势和主营暴露。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华友钴业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为钴镍资源、中间品和电池材料复合公司，必须拆资源、中间品、材料订单和加工利润。
+- 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_能源金属公司页第一批自检摘要.md`
+- 复审状态：`AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001` 已通过；仅覆盖本批 4 个能源金属公司页。
+
+## 第九批核心理念返修：钼和黄金公司页第一批
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/洛阳钼业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为多金属资源公司，需要拆铜、钴、钼、钨业务线和业务占比。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金钼股份.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为钼资源和钼制品公司，应看钼价、产品结构、成本和下游需求。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/山东黄金.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为黄金资源端公司，应看金价、产量、单位成本和资源增量。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中金黄金.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为黄金资源公司，应看资源量、产量、成本曲线和项目进度。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赤峰黄金.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为黄金弹性公司，应看矿山产量、成本、资源扩张和金价变化能否共同放大利润弹性。
+- 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md`
+- 复审状态：`AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001` 已通过；仅覆盖本批 5 个钼和黄金公司页。
+
+## 第十批核心理念返修：铝补充公司页
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为铝链条成本曲线公司，应看电解铝价格、氧化铝成本、电力成本和煤电铝一体化能力。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释其作为电解铝和铝加工一体化公司，应看电解铝产能、成本位置、铝加工结构和铝价库存变化。
+- 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md`
+- 复审状态：`AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001` 已通过；仅覆盖本批 2 个铝补充公司页。
+
+## 第十一批核心理念返修：铜总览
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_总览.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：解释铜是优先跟踪主线，不是买入排序；说明铜价、库存、TC/RC、资源端和公司分层分别回答什么问题。
+
+## 第十二批核心理念返修：遗留内部语言清理
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：去掉被提及次数和证据表，解释材料端和工具端如何承接钨原料涨价。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：去掉 mention_count 表述，解释钨、稀土和材料业务为什么必须拆开。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：去掉被提及次数，解释黄金、锑、钨多线索为什么必须分账。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：去掉证据卡和 mention_count 作为正文依据，解释铜、金、锂三层业务和巨龙铜矿时间口径。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：清理“公司提及”表格表达，改为关键变量怎么读。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：清理“公司提及”表格表达，改为关键变量怎么读。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：清理“公司相关暴露/待字段化核验”表达，改为需要拆清的业务暴露。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：清理“公司相关暴露/待字段化核验”表达，改为需要拆清的业务暴露。
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：将“主导变量证明卡”改为“主导变量怎么解释”。
+- 自检摘要：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_遗留内部语言清理自检摘要.md`
+- 复审状态：`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001` 已通过；仅覆盖本批遗留内部语言清理和前次最小修复项，不代表全部核心文档可读性问题已关闭。
+
+## 第十三批核心理念返修：核心阅读入口状态同步
+
+- `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`
+ - 状态：`DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`
+ - 本轮新增：将旧的结构草稿降级说明更新为 DRAFT 用户阅读稿入口说明，明确两个总览、子行业和公司正文共 56 个已完成本轮可读性返修状态统一。
+- 边界：本轮只同步入口状态，不补新资料，不重写正文，不重启 PASS-017，不新增同类补证 PASS，不把 DRAFT 升级为正式结论、正式指标、交易建议或对外交付版本。
+- 复审状态：`AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001` 已通过；允许 `核心阅读入口.md` 和 56 个核心正文文件作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的用户阅读入口继续使用，正式输出仍需另行输出审核或执行审核。
diff --git "a/ana-doc/\346\227\245\346\234\254\345\206\262\345\207\273\346\203\205\346\231\257A\350\202\241\344\275\216\346\213\245\346\214\244\345\217\227\347\233\212Top15\346\226\271\346\241\210.md" "b/ana-doc/\346\227\245\346\234\254\345\206\262\345\207\273\346\203\205\346\231\257A\350\202\241\344\275\216\346\213\245\346\214\244\345\217\227\347\233\212Top15\346\226\271\346\241\210.md"
deleted file mode 100644
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--- "a/ana-doc/\346\227\245\346\234\254\345\206\262\345\207\273\346\203\205\346\231\257A\350\202\241\344\275\216\346\213\245\346\214\244\345\217\227\347\233\212Top15\346\226\271\346\241\210.md"
+++ /dev/null
@@ -1,182 +0,0 @@
-# 日本冲击情景 A 股低拥挤受益 Top15 方案
-
-文件职责：在 `日本战争或经济崩溃情景 A 股受益分析方案.md` 的基础上，新增“股价不算太高”约束，重新筛选 2026 年底前后日本发生战争并战败，或日本经济严重崩溃时，对 A 股存在重大利好且当前 K 线不过度拥挤的公司。
-
-当前状态：`DRAFT_FOR_REVIEW`。
-
-更新时间：2026-06-26。
-
-重要边界：本文是情景推演和候选池研究，不是买入、卖出、仓位或收益承诺。“股价不算太高”在本文中指相对 K 线位置和交易拥挤度，不按绝对股价元数判断。
-
-## 1. 情景和暗线假设
-
-### 1.1 情景定义
-
-本文只分析假设情景，不判断事件一定发生：
-
-1. `S1_WAR_DEFEAT`：2026 年底前后日本发生战争并战败，本土生产、出口、港口、保险、金融信用和企业订单体系受到冲击。
-2. `S2_ECONOMIC_COLLAPSE`：日本经济或金融体系严重崩溃，企业融资、资本开支、订单交付、海外扩产和供应链信用显著受损。
-3. `S3_MIXED_SHOCK`：战争风险、金融崩溃和产业链迁移同时出现，全球客户主动降低日本依赖。
-
-### 1.2 Darkline 标准链
-
-`B/C`：可观察叶子。
-
-1. 日本半导体设备、硅片、光刻胶、清洗、涂胶显影、电子化学品交付风险上升。
-2. 日本工业机器人、伺服、运动控制、CNC、机床和精密部件交付风险上升。
-3. 日本 MLCC、电容、电感、电子陶瓷、传感器等元件供应风险上升。
-4. 日本锂电隔膜、碳纤维、汽车整车和零部件供应或品牌信用受到冲击。
-5. A 股相关公司出现订单、客户认证、扩产、价格上涨或成交额放大。
-
-`A`：上层暗线假设。
-
-> 全球客户、政府和资本会主动降低日本关键工业供给依赖，把半导体设备材料、自动化、CNC、精密部件、锂电隔膜、碳纤维、汽车和电子元件的一部分订单迁移到中国、韩国、中国台湾、美国和欧洲；A 股能否受益，取决于中国公司是否已有交付能力、客户认证和产能。
-
-`M`：事件前应有铺垫。
-
-1. 中国半导体设备和材料已有国产替代基础。
-2. 中国工业自动化、伺服、机床、CNC 和机器人部件已在部分场景替代日系。
-3. 中国锂电隔膜和电池材料具备全球供给能力。
-4. 中国碳纤维和复材链条在航空航天、工业和新能源方向持续扩产。
-5. 中国新能源汽车和自主品牌汽车已有海外市场份额迁移基础。
-
-`N/L`：事件后应出现后续行为。
-
-1. 下游客户启动非日本供应商二供、三供认证。
-2. 国产供应商调研、公告或财报中出现交付、订单、认证、价格、产能利用率变化。
-3. 市场先从高确定性断点扩散：自动化/CNC -> 半导体材料 -> 锂电隔膜 -> 碳纤维 -> 汽车份额迁移。
-4. 已经高位拥挤的公司即使逻辑强，也可能先兑现；低拥挤公司需要事件或订单确认才能重估。
-
-## 2. 本轮筛选口径
-
-### 2.1 产业受益评分
-
-主排序先看产业受益强度，不先看图形：
-
-1. `日本断点直接度`：日本是否在该环节有强供给地位。
-2. `A股替代能力`：中国公司是否已经具备产品、客户和产能基础。
-3. `订单弹性`：事件发生后收入或订单是否可能有明显增量。
-4. `验证周期`：客户认证是否短，还是需要很长周期。
-5. `情景稳健性`：战争和经济崩溃两种情景下是否都能受益。
-
-### 2.2 K 线低拥挤筛选
-
-本轮使用本地 `tianxia.a_share_daily_price`，最新交易日为 `2026-06-25`。
-
-`OK_NOT_HIGH`：
-
-1. 近 20 日涨幅不超过 `15%`。
-2. 近 60 日涨幅不超过 `35%`。
-3. 当前价格距离 60 日高点至少回落 `5%`。
-4. 成交额没有出现极端放大。
-
-`BORDERLINE_OK`：
-
-1. 近 20 日涨幅不超过 `25%`。
-2. 近 60 日涨幅不超过 `50%`。
-3. 当前价格距离 60 日高点至少回落 `3%`。
-4. 产业断点必须足够直接，否则不进入 Top15。
-
-`TOO_HIGH_OR_CROWDED`：
-
-1. 近 20 日或 60 日涨幅明显过大。
-2. 贴近 60 日高点或已经主升。
-3. 成交额明显过热。
-4. 即使产业逻辑强，也从本轮低拥挤 Top15 中剔除。
-
-## 3. 日本冲击下最容易出问题的产业
-
-| 优先级 | 产业断点 | 日本关键强项 | A 股受益方式 | 本轮低拥挤落点 |
-| --- | --- | --- | --- | --- |
-| P0 | 工业自动化 / 伺服 / CNC / 机器人 | FANUC、Yaskawa、Mitsubishi、Omron 等日系自动化体系 | 国产伺服、运动控制、CNC、机床、精密传动加速替代 | 汇川技术、双环传动、华中数控、海天精工、秦川机床、雷赛智能 |
-| P0 | 半导体材料和设备 | 涂胶显影、清洗、硅片、光刻胶、电子化学品 | 国产材料、清洗、CMP、电子化学品二供价值上升 | 安集科技；上海新阳、有研硅等因高拥挤剔除 |
-| P0 | 锂电隔膜和电池材料 | 旭化成、东丽等在隔膜和材料链有影响力 | 隔膜二供、安全库存、海外客户去风险 | 恩捷股份、星源材质 |
-| P1 | 机床和精密制造 | FANUC CNC、日系机床、轴承、精密部件 | 国产 CNC、机床、精密部件替代 | 华中数控、海天精工、秦川机床、五洲新春 |
-| P1 | 碳纤维和复材 | 东丽、帝人等高性能材料 | 航空航天、工业复材国产化加速 | 光威复材、中简科技 |
-| P1 | 汽车整车和零部件 | Toyota、Honda、Nissan、Denso 等 | 全球份额迁移，尤其新能源、混动、东南亚、拉美 | 比亚迪、长安汽车 |
-| P1 | MLCC / 被动元件 / 电子陶瓷 | Murata、TDK、Taiyo Yuden 等 | 国产高端元件二供价值提升 | 方向强，但顺络电子、洁美科技、火炬电子等当前过热，暂不进低拥挤 Top15 |
-
-## 4. 低拥挤 Top15 排名
-
-排序口径：先按 `产业受益强度`，再用 `K 线低拥挤度` 调整。高受益但已经主升的公司不进入本表。
-
-| 排名 | 代码 | 公司 | 主受益链条 | 2026-06-25 K 线状态 | 排名理由 |
-| --- | --- | --- | --- | --- | --- |
-| 1 | 300124.SZ | 汇川技术 | 工控、伺服、变频、自动化 | 近20日 `-13.87%`，近60日 `-1.01%`，距60日高点 `-20.48%` | 对位日系自动化最直接，业务覆盖广，事件发生时客户去日系依赖的迁移路径清晰；当前没有主升拥挤。 |
-| 2 | 002812.SZ | 恩捷股份 | 锂电隔膜 | 近20日 `-5.23%`，近60日 `-2.74%`，距60日高点 `-22.16%` | 对位旭化成、东丽等隔膜链，若日本信用或交付受损，海外客户二供和安全库存价值上升；当前处于高位回落后的整理。 |
-| 3 | 688019.SH | 安集科技 | CMP 抛光液、清洗液、半导体材料 | 近20日 `+11.76%`，近60日 `+16.77%`，距60日高点 `-21.98%` | 半导体材料断点直接，但不像南大光电、沪硅、上海新阳等已经明显高拥挤；适合作为低拥挤材料核心。 |
-| 4 | 002472.SZ | 双环传动 | 精密齿轮、机器人传动、汽车传动 | 近20日 `-7.25%`，近60日 `+8.68%`，距60日高点 `-14.53%` | 日本机器人和精密传动受扰时，国产核心部件重估；兼具机器人和汽车传动两条链。 |
-| 5 | 300568.SZ | 星源材质 | 锂电隔膜 | 近20日 `+4.52%`，近60日 `+19.20%`，距60日高点 `-16.69%` | 与恩捷同属隔膜替代方向，事件弹性略弱但 K 线不拥挤，是隔膜第二候选。 |
-| 6 | 300161.SZ | 华中数控 | CNC 数控系统 | 近20日 `-14.42%`，近60日 `+7.47%`，距60日高点 `-30.59%` | 对位 FANUC、Mitsubishi CNC，日系 CNC 若出现交付或信用冲击，国产数控系统战略价值上升。 |
-| 7 | 601882.SH | 海天精工 | 数控机床 | 近20日 `-14.81%`，近60日 `+4.63%`，距60日高点 `-23.77%` | 日本机床供给或售后风险上升时，国产高端机床认证和订单可能受益；当前 K 线弱而不高。 |
-| 8 | 300699.SZ | 光威复材 | 碳纤维、复合材料 | 近20日 `-13.44%`，近60日 `-16.72%`，距60日高点 `-25.78%` | 对位东丽等高性能碳纤维；战争情景下航空航天和高端材料安全边际提升，当前位置不拥挤。 |
-| 9 | 002979.SZ | 雷赛智能 | 运动控制、伺服、步进系统 | 近20日 `-7.13%`，近60日 `+46.62%`，距60日高点 `-21.83%` | 运动控制对位日系自动化，产业弹性强；但近60日涨幅偏高，列为 `BORDERLINE_OK`，排序低于汇川。 |
-| 10 | 000837.SZ | 秦川机床 | 机床、减速器、精密制造 | 近20日 `-8.22%`，近60日 `+4.64%`，距60日高点 `-18.68%` | 受益于机床、减速器、精密制造国产化；弹性强于普通机床，但兑现需要订单验证。 |
-| 11 | 300777.SZ | 中简科技 | 高性能碳纤维 | 近20日 `-26.76%`，近60日 `-23.58%`，距60日高点 `-36.36%` | 对位高端碳纤维材料，战争情景下逻辑更强；当前 K 线很弱，不高但需要转强确认。 |
-| 12 | 603728.SH | 鸣志电器 | 控制电机、运动控制部件 | 近20日 `-11.60%`，近60日 `+2.89%`，距60日高点 `-19.41%` | 日系小型电机、运动控制、工业自动化部件若受扰，国产替代价值上升；公司弹性偏中等。 |
-| 13 | 603667.SH | 五洲新春 | 轴承、丝杠、机器人部件 | 近20日 `-17.91%`，近60日 `-3.97%`，距60日高点 `-29.27%` | 日本精密轴承和部件受扰时，国产精密部件链受益；当前位置较低，但需要机器人部件订单验证。 |
-| 14 | 002594.SZ | 比亚迪 | 新能源汽车、海外份额迁移 | 近20日 `-13.67%`，近60日 `-20.30%`，距60日高点 `-24.23%` | 若日本汽车品牌、供应和信用受冲击，全球份额迁移逻辑最强；但传导较慢，且不是直接断供型受益。 |
-| 15 | 000625.SZ | 长安汽车 | 自主品牌汽车、海外市场 | 近20日 `-13.21%`，近60日 `-29.70%`，距60日高点 `-31.95%` | 受益于日系汽车份额下滑和自主品牌出海，但弹性弱于比亚迪，更多是后续市场份额逻辑。 |
-
-## 5. 强受益但本轮剔除的高拥挤公司
-
-以下公司产业逻辑并不弱，有些甚至更直接；但因为当前 K 线已经明显主升、近 20/60 日涨幅过大或贴近阶段高点，不符合“股价不算太高”的本轮要求。
-
-| 公司 | 剔除原因 |
-| --- | --- |
-| 南大光电 | 光刻胶/电子特气逻辑强，但前期已强显影。 |
-| 沪硅产业 | 硅片断点直接，但 60 日涨幅过大。 |
-| 芯源微 | track 设备对位日本强项，但前期已经明显走高。 |
-| 盛美上海 | 清洗设备逻辑强，但 K 线拥挤度高。 |
-| 上海新阳 | 光刻胶/湿电子化学品逻辑强，但近 60 日涨幅约 `60%`，且接近高位。 |
-| 有研硅 | 硅片逻辑强，但近 60 日涨幅接近 `88%`，过热。 |
-| 顺络电子 | 被动元件方向强，但近 60 日涨幅超过 `100%`，过热。 |
-| 洁美科技 | MLCC 产业链逻辑强，但近 60 日涨幅超过 `140%`，过热。 |
-| 火炬电子 | 高可靠 MLCC 方向强，但近 60 日涨幅超过 `110%`，过热。 |
-| 江海股份 | 电容替代逻辑存在，但近 60 日涨幅超过 `300%`，极端过热。 |
-| 埃斯顿 | 日系机器人替代逻辑强，但此前已强显影，当前不按低位逻辑处理。 |
-| 绿的谐波 | 精密减速器逻辑强，但已经有明显二波显影。 |
-
-## 6. 触发验证流程
-
-### 6.1 事件验证
-
-1. 若日本战争或金融崩溃出现，先记录真实 `event_node`，不得直接把新闻标题当结论。
-2. 判断事件影响层级：金融信用、生产停摆、出口管制、物流保险、海外客户去风险。
-3. 对每个产业断点拆成：供应中断、认证替代、价格上涨、订单迁移、库存重估。
-
-### 6.2 公司验证
-
-1. 每家公司跟踪公告、调研、订单、客户认证、扩产、产能利用率。
-2. 如果只有 K 线强、没有订单或客户证据，标记为 `MARKET_ONLY_NOT_CONFIRMED`。
-3. 如果公告确认二供、三供、海外客户迁移，标记为 `ORDER_OR_CERTIFICATION_CONFIRMED`。
-
-### 6.3 K 线复核
-
-1. 每周更新本地 `a_share_daily_price`，复算近 20/60/120 日涨跌幅和距高点距离。
-2. 若候选公司近 20 日涨幅超过 `25%` 或贴近 60 日高点，自动转为 `CROWDED_REVIEW`。
-3. 若低位候选放量站上 20 日线和 60 日线，再从 `LOW_BUT_WEAK` 升为 `TURNING_CONFIRMED`。
-
-## 7. 替代解释和风险
-
-1. 日本出问题不等于中国独享受益，韩国、中国台湾、美国、欧洲都会承接一部分订单。
-2. 战争情景可能先带来全球风险偏好下降，A 股可能先跌后修复。
-3. 半导体材料、CNC、机床和汽车客户认证周期较长，不会一夜之间全部转单。
-4. 日本企业可能通过海外产能、库存、盟友供应链和政策救助缓冲冲击。
-5. 低拥挤不等于安全，很多低位票可能是基本面弱，需要事件和订单确认。
-6. 本表只解决“受益逻辑 + 当前不过热”的筛选，不解决买点、仓位和风控。
-
-## 8. 当前证据来源
-
-1. 本地 K 线：`tianxia.a_share_daily_price`，最新交易日 `2026-06-25`。
-2. 日本半导体设备和材料强项：International Trade Administration, `Japan - Semiconductors`, https://www.trade.gov/country-commercial-guides/japan-semiconductors
-3. 日本半导体材料和设备份额背景：Brookings, `The renaissance of the Japanese semiconductor industry`, https://www.brookings.edu/articles/the-renaissance-of-the-japanese-semiconductor-industry/
-4. 工业机器人全球安装和日本市场：International Federation of Robotics, `World Robotics 2025`, https://ifr.org/ifr-press-releases/news/global-robot-demand-in-factories-doubles-over-10-years
-5. 日系工业机器人代表：Yaskawa, `Industrial robots`, https://www.yaskawa-global.com/product/robotics
-6. 日系 CNC / 自动化代表：FANUC America, `Company Overview`, https://www.fanucamerica.com/about
-7. 日本汽车产业数据：JAMA, `Japan Auto Industry Data`, https://www.jama.org/00-japan-audo-industry-data/
-8. 日本汽车产业规模背景：International Trade Administration, `Japan - Automotive`, https://www.trade.gov/country-commercial-guides/japan-automotive
-9. MLCC 和电容日系代表：Murata, `Ceramic Capacitor`, https://www.murata.com/en-us/products/capacitor/ceramiccapacitor
-10. 锂电隔膜日系代表：Asahi Kasei Mobility, `Battery materials`, https://asahi-kasei-mobility.com/en/applications/battery-materials/
-11. 碳纤维日系代表：Toray, `Carbon Fiber Composite Materials`, https://www.cf-composites.toray/
-
diff --git "a/ana-doc/\346\227\245\346\234\254\346\210\230\344\272\211\347\273\217\346\265\216\345\264\251\346\272\203\346\203\205\346\231\257A\350\202\241\345\217\227\347\233\212\345\210\206\346\236\220\346\226\271\346\241\210.md" "b/ana-doc/\346\227\245\346\234\254\346\210\230\344\272\211\347\273\217\346\265\216\345\264\251\346\272\203\346\203\205\346\231\257A\350\202\241\345\217\227\347\233\212\345\210\206\346\236\220\346\226\271\346\241\210.md"
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--- "a/ana-doc/\346\227\245\346\234\254\346\210\230\344\272\211\347\273\217\346\265\216\345\264\251\346\272\203\346\203\205\346\231\257A\350\202\241\345\217\227\347\233\212\345\210\206\346\236\220\346\226\271\346\241\210.md"
+++ /dev/null
@@ -1,183 +0,0 @@
-# 日本战争或经济崩溃情景 A 股受益分析方案
-
-文件职责：记录 `ANA-GEO-JP-SHOCK-001` 情景分析的流程、证据口径、产业断点、A 股候选映射和后续验证计划。
-
-当前状态：`DRAFT_FOR_REVIEW`。本文是情景研究方案和第一版候选池，不是交易指令，不给出买入、卖出、仓位或收益承诺。
-
-更新时间：2026-06-26
-
-## 1. 情景定义
-
-本分析不判断事件一定发生，只分析如果以下任一情景真实发生，产业链和 A 股候选如何受影响：
-
-1. `S1_WAR_DEFEAT`：2026 年年底前后日本发生战争并战败，导致本土生产、出口、港口、保险、金融信用和企业订单体系受到冲击。
-2. `S2_ECONOMIC_COLLAPSE`：日本经济或金融体系发生严重崩溃，企业融资、资本开支、订单交付、海外扩产和供应链信用显著受损。
-3. `S3_MIXED_SHOCK`：战争风险、金融崩溃和产业链迁移同时出现，全球客户主动降低日本依赖。
-
-情景强度分级：
-
-| 等级 | 定义 | 分析用途 |
-| --- | --- | --- |
-| `L1` | 金融信用和资本开支冲击，生产仍大体可维持 | 看订单迁移、估值修复和替代认证 |
-| `L2` | 关键工厂、物流、出口许可或保险体系中断 | 看供给缺口和国产替代 |
-| `L3` | 战败导致制度、资产、供应链所有权或国际分工重构 | 看产业格局重估和长期份额迁移 |
-
-## 2. Darkline 推理框架
-
-### 2.1 B/C：可观察叶子
-
-需要持续跟踪的叶子节点：
-
-1. 日本半导体材料、设备、硅片、光刻胶、涂胶显影、清洗设备订单交付是否延迟。
-2. 日本汽车整车和零部件出口是否中断，海外经销商和供应商是否转单。
-3. 日本工业机器人、伺服、精密减速器、机床和自动化部件是否出现交期拉长。
-4. 日本电子元件、MLCC、陶瓷材料、电感、电容、传感器是否供给紧张。
-5. 日元、日债、银行信用、保险费率、港口拥堵和海运绕行是否出现系统性异常。
-6. A 股相关公司是否出现订单公告、客户认证、扩产、价格上涨、成交额放大和相对强势。
-
-### 2.2 A：上层暗线假设
-
-如果上述叶子持续成立，核心暗线不是“日本出事”本身，而是：
-
-> 全球客户、政府和资本会主动降低日本关键工业供给依赖，把半导体材料设备、自动化、被动元件、汽车和高端制造链条的一部分订单迁移到中国、韩国、中国台湾、美国和欧洲；其中 A 股受益取决于中国公司是否已经具备交付能力和客户认证。
-
-### 2.3 M：事件前应有铺垫
-
-1. 中国半导体设备和材料国产替代已经有基础客户验证。
-2. 中国新能源汽车和汽车出口已经具备全球竞争力。
-3. 中国工业自动化、机器人、伺服、减速器、机床在中低端到部分高端场景已有替代能力。
-4. 被动元件和电子陶瓷已有国产供应商，但高端车规、服务器和高可靠场景仍需验证。
-
-### 2.4 N/L：事件后应出现的后续行为
-
-1. 晶圆厂和封测厂加速国产设备、材料二供或三供认证。
-2. 汽车、电子和工业客户重新评估日本供应商交付风险。
-3. A 股公司公告扩产、订单、客户认证、国产替代突破或进口替代收入增长。
-4. 市场层面出现主题扩散：半导体材料设备 -> 被动元件 -> 机器人自动化 -> 汽车出口 -> 军工船舶。
-
-## 3. 产业断点优先级
-
-| 优先级 | 断点 | 日本强项 | A 股受益逻辑 |
-| --- | --- | --- | --- |
-| P0 | 半导体设备和材料 | 涂胶显影、清洗、硅片、光刻胶、部分化学品 | 供给中断和客户去风险会直接推国产替代 |
-| P0 | 被动元件和电子陶瓷 | MLCC、电容、电感、磁性材料、车规电子元件 | 日本厂商强势，断供时国产二供价值上升 |
-| P0 | 工业机器人和自动化 | 机器人本体、伺服、控制、减速器、传感器 | 日本品牌交期或信用受损时国产自动化替代加速 |
-| P1 | 汽车整车和零部件 | Toyota、Honda、Nissan、Subaru、Mazda 及供应链 | 全球份额迁移，尤其新能源、混动、东南亚和拉美市场 |
-| P1 | 机床和精密制造 | CNC、数控机床、精密加工 | 中国高端机床国产化受益，但验证周期较长 |
-| P2 | 船舶、军工、海洋安全 | 战争情景下的区域安全重估 | 只在战争情景显著，不作为基础 Top15 主线 |
-| P2 | 能源和大宗商品 | 日本 LNG、原油、化工品需求 | 可能压低能源价格，也可能引发避险，方向不稳定 |
-
-## 4. Top15 第一版候选
-
-评分口径：`日本断点强度 + A 股替代能力 + 订单弹性 + 政策优先级 + 情景稳健性 - 估值和拥挤风险`。
-
-| 排名 | 代码 | 公司 | 主受益链条 | 进入 Top15 的原因 | 核心验证点 |
-| --- | --- | --- | --- | --- | --- |
-| 1 | 688037.SH | 芯源微 | 半导体涂胶显影/清洗 | 日本在涂胶显影设备强势，若交付受阻，国产 track 设备认证价值上升 | 晶圆厂验证、先进封装订单、涂胶显影收入占比 |
-| 2 | 002371.SZ | 北方华创 | 半导体设备平台 | 覆盖刻蚀、薄膜、清洗、热处理等多环节，是国产设备综合替代核心 | 先进制程客户进展、订单和毛利率 |
-| 3 | 688082.SH | 盛美上海 | 半导体清洗/电镀 | 日本清洗设备厂商强势，清洗是晶圆制造高频环节，替代弹性明确 | 清洗设备新客户、先进封装和存储订单 |
-| 4 | 688012.SH | 中微公司 | 刻蚀/MOCVD | 虽不是完全对位日本单一断点，但属于国产设备核心资产，供应链去风险时优先受益 | 刻蚀设备份额、海外/存储客户验证 |
-| 5 | 688126.SH | 沪硅产业 | 半导体硅片 | 日本硅片供应商强势，硅片是晶圆厂底层材料，断供或去风险会推国产验证 | 300mm 硅片认证、产能利用率、客户结构 |
-| 6 | 300346.SZ | 南大光电 | 光刻胶/电子特气 | 日本光刻胶和高端电子化学品强势，国产材料二供价值上升 | ArF/先进光刻胶验证、电子特气客户 |
-| 7 | 300236.SZ | 上海新阳 | 光刻胶/湿电子化学品 | 光刻胶和电子化学品是日本优势断点，国产替代可能加速 | 客户认证、量产收入和先进节点适用性 |
-| 8 | 688019.SH | 安集科技 | CMP 抛光液/电子材料 | 晶圆材料安全边际提升时，国产 CMP 材料二供更重要 | 抛光液、清洗液、功能材料客户导入 |
-| 9 | 300408.SZ | 三环集团 | MLCC/电子陶瓷 | 日本 MLCC 和电子陶瓷强势，国产高端被动元件有替代空间 | 车规/服务器 MLCC、电子陶瓷份额 |
-| 10 | 000636.SZ | 风华高科 | 被动元件/MLCC | 若日本被动元件供应或价格体系受扰动，国产 MLCC 和电容电阻二供受益 | 高端 MLCC 良率、客户导入、价格弹性 |
-| 11 | 300124.SZ | 汇川技术 | 工控/伺服/自动化 | 日本安川、三菱、欧姆龙等在自动化强势，国产伺服和控制替代逻辑清晰 | 伺服份额、工业机器人客户、海外订单 |
-| 12 | 002747.SZ | 埃斯顿 | 工业机器人/伺服 | 直接受益于日本机器人供应链受扰和国产机器人替代 | 机器人本体订单、伺服自供率、盈利拐点 |
-| 13 | 688017.SH | 绿的谐波 | 谐波减速器 | 日本精密传动和减速器强势，机器人国产化绕不开核心零部件 | 人形/工业机器人客户、产能和价格 |
-| 14 | 601882.SH | 海天精工 | 数控机床 | 日本机床和精密制造设备若受冲击，国产高端机床替代获得窗口 | 高端机床订单、航空/汽车/模具客户 |
-| 15 | 002594.SZ | 比亚迪 | 汽车整车/新能源出口 | 日本汽车若发生供应和品牌信用冲击，中国新能源车在全球市场承接份额 | 出口、海外建厂、混动/EV 海外份额 |
-
-## 5. 已做量价显影
-
-只读查询文件：
-
-`ana-data/cases/geo_jp_shock/supplement/jp_shock_top15_market_manifestation.csv_RUN-ANA-GEO-JP-SHOCK-001-DRAFT_e3bcbe9866a1.csv`
-
-K 线重排文件：
-
-`ana-data/cases/geo_jp_shock/supplement/jp_shock_top15_kline_rerank_metrics.csv_RUN-ANA-GEO-JP-SHOCK-001-KLINE-RERANK_0b33f79c4c5b.csv`
-
-Darkline + K 线合成重排文件：
-
-`ana-data/cases/geo_jp_shock/supplement/jp_shock_top15_darkline_kline_rerank.csv`
-
-窗口：本地 `a_share_daily_price` 最大日期向前 90 天，当前最大交易日为 2026-06-25。
-
-初步观察：
-
-1. 被动元件方向已经强显影：`000636.SZ`、`300408.SZ` 区间涨幅显著，20 日成交额相对 90 日均值继续放大，存在交易拥挤风险。
-2. 半导体设备材料多数已经显影：`688082.SH`、`688037.SH`、`688126.SH`、`002371.SZ`、`300346.SZ` 均表现较强。
-3. 自动化和机器人分化：`688017.SH`、`002747.SZ` 强，`300124.SZ` 近 90 日相对偏弱。
-4. `002594.SZ` 近 90 日为负收益，说明“日本汽车受冲击”逻辑暂未被市场提前显著交易，后续若事件升级可能弹性来自预期差，但也可能说明市场关注点不在汽车替代。
-
-量价结论只用于判断显影和拥挤，不用于买卖建议。
-
-### 5.1 Darkline + K 线复核后重排
-
-排序口径：事件命中弹性 45%，K 线承接强度 35%，事件增量空间 20%。事件命中弹性看日本产业断点是否直接打到该公司业务；K 线承接看 5/20/60 日涨跌幅、均线位置、距 60 日高点、成交额放大和近 20 日涨停/强势日；事件增量空间会惩罚极端过热和已经完全主升的对象。
-
-| 重排 | 代码 | 公司 | K 线状态 | 拥挤风险 | 复核结论 |
-| --- | --- | --- | --- | --- | --- |
-| 1 | 300346.SZ | 南大光电 | 趋势强化 | MEDIUM_HIGH | 光刻胶和电子特气对位日本材料优势，K 线仍在强化，事件弹性和增量空间更均衡。 |
-| 2 | 300408.SZ | 三环集团 | 主升高拥挤 | HIGH | MLCC/电子陶瓷对位日本被动元件，已强显影；若事件确认仍可能高弹性，但追高风险最大的一组。 |
-| 3 | 688082.SH | 盛美上海 | 趋势强化 | HIGH | 清洗/电镀设备断点直接，K 线极强；问题是 20 日和 60 日涨幅已高，事件兑现前后容易剧烈波动。 |
-| 4 | 688126.SH | 沪硅产业 | 趋势延续 | MEDIUM_HIGH | 硅片断点直接，成交额明显放大，涨幅未到最极端，适合作为材料主线核心观察。 |
-| 5 | 688037.SH | 芯源微 | 趋势强化 | MEDIUM_HIGH | 事件命中度最高，但 60 日已有明显涨幅，排序从原第一降到第五是因为增量空间被部分透支。 |
-| 6 | 002747.SZ | 埃斯顿 | 趋势强化 | MEDIUM_HIGH | 机器人/伺服对位日系链，20 日涨幅和成交额确认较强，属于从半导体外扩的第二主线。 |
-| 7 | 002371.SZ | 北方华创 | 趋势强化 | MEDIUM | 平台型设备龙头，承接最稳，但盘子和预期充分度降低短期冲击弹性。 |
-| 8 | 688017.SH | 绿的谐波 | 修复二波 | MEDIUM_HIGH | 对位日本精密传动，当前离 60 日高点约 13%，若机器人线被事件激活，二波弹性较大。 |
-| 9 | 000636.SZ | 风华高科 | 主升高拥挤 | HIGH | 60 日涨幅和 20 日涨幅极端，事件冲击下仍可能强，但当前更多是高波动交易标的而不是最优增量空间。 |
-| 10 | 300236.SZ | 上海新阳 | 趋势延续 | MEDIUM | 材料替代逻辑直接，K 线不过热，弹性弱于南大光电和沪硅产业。 |
-| 11 | 688012.SH | 中微公司 | 趋势强化 | MEDIUM_HIGH | K 线重新转强，但日本断点直接度低于 track、清洗、硅片和光刻胶。 |
-| 12 | 688019.SH | 安集科技 | 趋势延续 | MEDIUM | 材料安全逻辑成立，但 60 日涨幅弱，暂时不是市场最强显影方向。 |
-| 13 | 300124.SZ | 汇川技术 | 弱势待触发 | LOW_BUT_WEAK | 自动化替代逻辑成立，但当前在均线下方，需先重新转强。 |
-| 14 | 601882.SH | 海天精工 | 弱势待触发 | LOW_BUT_WEAK | 机床替代逻辑成立，但 K 线和流动性偏弱，需要更强事件催化。 |
-| 15 | 002594.SZ | 比亚迪 | 弱势待触发 | LOW_BUT_WEAK | 汽车份额迁移是大逻辑，但当前 K 线弱，事件传导更慢，暂不作为股价冲击主线。 |
-
-当前重排不代表买入顺序。`HIGH` 拥挤对象如果事件没有继续升级，容易先出现兑现压力；`LOW_BUT_WEAK` 对象需要 K 线转强或公告确认，不能只靠情景推演上调。
-
-## 6. 后续验证流程
-
-### 6.1 事件链验证
-
-1. 每周检查日本政治军事、日元日债、日本银行体系和港口保险变化。
-2. 若出现真实战争或金融崩溃事件，先记录 event_node，不直接写结论。
-3. 对每个 event_node 连接影响对象：半导体、汽车、机器人、MLCC、机床、船舶军工、能源。
-
-### 6.2 产业链验证
-
-1. 查询日本关键企业交期、财报、停产、出口、信用评级变化。
-2. 查询中国公司公告、机构调研、订单、扩产和客户认证。
-3. 生成 `industry_disruption_map.csv`、`company_benefit_card.csv`、`alternative_explanation.csv`。
-
-### 6.3 市场显影验证
-
-1. 每周用本地 A 股数据库扫描 Top15 的涨跌幅、成交额、强势日和相对行业表现。
-2. 若出现无公告强显影，必须记录为 `DARKLINE_REVIEW`，不得直接当成确定性利好。
-3. 对强显影但基本面证据不足的公司，标为 `MARKET_ONLY_NOT_CONFIRMED`。
-
-### 6.4 输出节奏
-
-1. `T0`：方案和第一版 Top15。
-2. `T1`：补日本产业链证据和 A 股公司证据卡。
-3. `T2`：加入市场显影和替代解释。
-4. `T3`：形成最终候选排序和情景触发条件。
-
-## 7. 替代解释和风险
-
-1. 日本出问题不等于中国独享受益，韩国、中国台湾、美国和欧洲同样可能承接订单。
-2. 战争情景可能引发全球风险偏好下降，A 股相关公司短期可能先跌后修复。
-3. 半导体材料设备替代受认证周期限制，不会因为日本出事立即全部切换。
-4. 日本企业可能通过海外产能、库存、盟友供应链和政策救助降低断供影响。
-5. 汽车和机器人产业的受益更依赖海外渠道、客户认证和价格竞争，不是单纯“日本弱，中国强”。
-6. 当前部分候选已经强显影，若事件没有兑现，容易出现主题回撤。
-
-## 8. 当前引用来源
-
-1. International Trade Administration, `Japan - Semiconductors`, https://www.trade.gov/country-commercial-guides/japan-semiconductors
-2. Brookings, `The renaissance of the Japanese semiconductor industry`, https://www.brookings.edu/articles/the-renaissance-of-the-japanese-semiconductor-industry/
-3. JAMA, `Japan Auto Industry Data`, https://www.jama.org/00-japan-audo-industry-data/
-4. International Federation of Robotics, `World Robotics 2025 report - Industrial Robots`, https://ifr.org/ifr-press-releases/news/global-robot-demand-in-factories-doubles-over-10-years
-5. Murata, `Capacitors`, https://corporate.murata.com/en-us/company/business/capacitor
diff --git "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\234\211\350\211\262\347\240\224\346\212\245\350\247\243\346\236\220\346\226\271\346\241\210.md" "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\234\211\350\211\262\347\240\224\346\212\245\350\247\243\346\236\220\346\226\271\346\241\210.md"
index d9175e2..6ca8e7a 100644
--- "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\234\211\350\211\262\347\240\224\346\212\245\350\247\243\346\236\220\346\226\271\346\241\210.md"
+++ "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\234\211\350\211\262\347\240\224\346\212\245\350\247\243\346\236\220\346\226\271\346\241\210.md"
@@ -20,6 +20,8 @@
本方案当前不覆写 `../研报体系/研报解析架构.md` 的核心流程，只做有色行业细化。执行时仍必须按母版要求先确认三类核心文档目标，再读取资料、建立基础事实卡、解释商业模式、建立主导变量模型、写产业链故事、判断市场状态、做横向对比、做场景映射、形成投资读法、提交审核和归档。
+执行边界：`../研报体系/研报解析架构.md` 是方法母版和指导思想，不作为有色输出结构的日常修改位置。有色行业的具体输出文档架构、稳定中文文件名、子行业拆分、公司文档范围、数据表入口、暗线入口和执行策略，以本方案和已审核的 `案例分析设计.md` 为准。后续如果用户要求调整有色输出结构，优先修改本方案并提交方案复审，不直接修改母版。
+
母版对齐表：
| 母版要求 | 有色方案落点 | 当前执行要求 |
@@ -27,7 +29,7 @@
| 行业目标和边界 | 第 3 节有色行业边界 | 每个 batch 设计必须确认覆盖的金属、材料、公司和相邻行业排除项 |
| 子行业、技术路线、商业模式或产业链分层 | 第 3、4、6.1 节 | 每个正式输出必须拆成总体行业、子行业、关键公司/资产 |
| 行业专属表 | 第 7 节 | 暂用 CSV/Markdown 文件型清单，后续按审核通过的设计升格 MySQL |
-| 人读文档输出方案 | 第 6 节 | 顶层只允许行业视图、市场视图、公司视图三类核心文档 |
+| 人读文档输出方案 | 第 6 节 | 行业视图、市场视图、公司视图是分析视角；稳定中文文件名和目录是承载形态 |
| 是否覆写母版流程 | 本节 | 当前不覆写，只细化有色字段和验收清单 |
| 数据缺口和验证指标 | 第 10 节及各数据卡 | 缺关键数据时降级为 `DATA_GAP_REVIEW` 或 `DATA_PARTIAL` |
| raw/manifest/source/evidence/缺口/暗线/人读验收 | 第 5、8、12 节 | 不得绕过父级存储、证据链和审核门 |
@@ -109,7 +111,7 @@
## 6. 核心输出方案
-有色研报案例的正式输出围绕三类视图展开：
+有色研报案例的正式输出围绕三类视图展开。三类视图是分析视角，不是只能输出三个文件；稳定中文文件名和目录结构是这些视角的承载形态。
1. 行业视图：讲清有色行业和各细分方向是什么、怎么运行、利润在哪里、核心变量是什么。
2. 市场视图：讲清当前价格、库存、供需、政策、资金显影、市场阶段和未来情景。
@@ -133,6 +135,93 @@
3. 不能缺少行业视图、市场视图、公司视图中的核心入口。
4. 公司文档必须包含投资读法、风险、触发条件和失效条件。
5. 数据不足时必须降级为 `DATA_GAP_REVIEW`、`DATA_PARTIAL`、`MECHANISM_ONLY` 或 `HELD_BY_EVIDENCE_GAP`。
+
+### 6.0 有色核心文档目录结构
+
+有色案例的人读输出必须以用户直接阅读为中心，按本方案定义的稳定中文文件名和目录落地。带日期、批次号、数字编号、run ID 的读取报告、补证报告、批次摘要和过程日志，只能作为过程证据；不能替代用户要读的核心文档。
+
+有色核心文档主结构如下：
+
+```text
+有色的产业链总览.md
+有色的市场情况总览.md
+子行业/铜_总览.md
+子行业/铜_详细介绍.md
+子行业/铜_市场分析.md
+子行业/铝_总览.md
+子行业/铝_详细介绍.md
+子行业/铝_市场分析.md
+子行业/锂钴镍_总览.md
+子行业/锂钴镍_详细介绍.md
+子行业/锂钴镍_市场分析.md
+子行业/稀土_总览.md
+子行业/稀土_详细介绍.md
+子行业/稀土_市场分析.md
+子行业/钨_总览.md
+子行业/钨_详细介绍.md
+子行业/钨_市场分析.md
+子行业/钼_总览.md
+子行业/钼_详细介绍.md
+子行业/钼_市场分析.md
+子行业/锡锑_总览.md
+子行业/锡锑_详细介绍.md
+子行业/锡锑_市场分析.md
+子行业/锗镓铟_总览.md
+子行业/锗镓铟_详细介绍.md
+子行业/锗镓铟_市场分析.md
+子行业/小金属_总览.md
+子行业/小金属_详细介绍.md
+子行业/小金属_市场分析.md
+公司/<公司名>.md
+```
+
+用户阅读入口顺序：
+
+```text
+有色的产业链总览.md 和 有色的市场情况总览.md
+-> 子行业总览
+-> 子行业详细介绍
+-> 子行业市场分析
+-> 单公司页
+```
+
+各类文档最低要求：
+
+1. `有色的产业链总览.md`：列出阅读方式、数据卡和结论强度、当前最重要结论、有色产业链总图、子行业产业链总表、铜铝锂钴镍稀土钨钼锡锑小金属等链条、中国在全球链条中的强弱位置、产业链投资读法、公司分层、待补数据和边界。
+2. `有色的市场情况总览.md`：列出阅读方式、核心指标数据卡、当前市场关键判断、观点溯源表、子行业风向表、重点金属市场读法、A 股公司池分层、市场风险、后续验证指标和边界。
+3. `子行业/<金属或板块>_总览.md`：开头必须给一句话结论，再写产业链结构、当前核心矛盾、研报里的重要信号、公司分层、投资读法、需要继续补的数据和边界。
+4. `子行业/<金属或板块>_详细介绍.md`：必须写文档定位、资料和数据基础、核心结论、主导变量模型、主导变量证明卡、完整产业链、货流钱流利润流、专业术语解释、案例和数据证据、公司横向对比、触发条件和失效条件。
+5. `子行业/<金属或板块>_市场分析.md`：必须承接子行业市场视角，写价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来 1 季度 / 1 年 / 3 年观察指标、风险和边界。
+6. `公司/<公司名>.md`：开头必须给“投资读法 / 观察状态”，但不得写买入、卖出、目标价或收益承诺；随后写核心逻辑、证据入口、业务暴露、利润弹性、资源或技术壁垒、风险、触发条件、失效条件和后续跟踪。
+
+用户核心阅读文档必须使用人能直接理解的表达：先给结论或观察状态，再写关键数据、案例、前因后果、横向对比和风险边界。不得把 `事实句覆盖`、`事实句数量`、规则扫描条数、mention_count 等内部抽取或审计指标作为用户正文里的证明方式；这些统计只能放入自检摘要、证据表、manifest、审计或执行记录。若现有依据只能支持“大概率靠谱的 DRAFT 读法”，正文应直接写“依据是什么、为什么这样读、还缺什么”，而不是用覆盖数量证明可靠性。
+
+有色核心正文必须落实“结论先行、逐步解释、含义落地”的写法。每个关键章节先给一句清楚结论，再按 1、2、3 的顺序写前因后果和证据，不得先展示分析员思考路径。每组数据必须跟一句白话解释：这些数据说明什么、为什么能支撑结论、还不能证明什么。每个投资读法必须区分“研究优先级、观察池、公司深读入口、正式投资结论”，不能用模糊词让用户误解。
+
+有色核心文档每次写完或实质返修后，必须拿正文逐篇对照 `../研报体系/研报解析架构.md` 的“核心理念”复查。复查重点不是形式，而是看用户能不能读懂：
+
+1. 普通人能不能快速理解这条产业链、市场或公司到底在讲什么。
+2. 关键结论和关键流程有没有展开成前因后果，而不是只给标题式判断。
+3. 结论有没有数据和案例支撑；没有时是否明确 `DATA_GAP_REVIEW` 或观察状态。
+4. 多个因素共同影响时，是否做了横向对比，说明哪个更重要、为什么更重要。
+5. 市场数据是否既列出数值，也解释数值回答什么问题、如何传导到价格、库存、利润或公司。
+6. 文中是否还残留内部工作语言、专业缩写不解释、时间口径不清、投资含义不清等问题。
+
+复查发现不符合核心理念的段落，优先在本轮改掉；如果缺数据或证据不足，就在正文标明不能判断什么，并回到待补资料清单或降级边界，不得用空泛故事补完整感。
+
+有色写法示例：
+
+1. 不建议写：“资源端是当前第一主线。”
+ 建议写：“资源端是当前最优先跟踪的研究主线，不等于买入排序。含义是先看谁有矿、权益产量、成本优势和项目达产，再判断金属价格变化能否传导到公司利润。”
+2. 不建议写：“有三条线索支持资源端。”
+ 建议写：“第一，价格和库存说明景气变化；第二，矿山产量和权益说明谁能承接价格弹性；第三，成本和项目达产说明弹性能否真正进入利润。三条线索合在一起，证明资源端更适合作为第一批深读对象。”
+3. 不建议只列数据：“巨龙铜矿 2025 年产量 19.38 万吨、净利润 91.41 亿元。”
+ 建议补解释：“这组数据的作用不是证明可以买某家公司，而是说明资源端分析必须落到具体矿山产量、权益比例、成本和二期投产时间；否则只说铜价上涨，无法判断利润弹性归谁。”
+4. 对术语和来源，例如 LME、SHFE、SMM、TC/RC、权益矿、升贴水，首次出现时必须用一句话解释，不要求百科式长解释，但要让非专业用户知道它回答什么问题。
+
+内部支撑材料不纳入用户核心阅读结构，包括但不限于行业索引、公司横向同步总表、数据表索引、暗线线索总表、公开信息补充清单、公开信息抓取方案和待补资料清单。这些文件可以作为 `result_index.md`、证据链、审核或后续补证入口存在，但不作为用户核心输出文档。
+
+当前 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md` 只能作为过渡型综合草稿。后续正式的用户主入口应迁移到上述中文核心文档结构，并优先以 `有色的产业链总览.md` 和 `有色的市场情况总览.md` 作为用户先读入口。
### 6.1 行业视图细化
@@ -555,3 +644,5 @@
| 2026-06-25 | 行业容器结构调整 | 有色案例改为行业容器；真实案例登记父级总纲；本目录设计承接事项、batch 和 run；有色 raw 统一到 `ana-data/cases/有色案例/raw/` |
| 2026-06-26 | 方案升格 | 将本文件从模板补成 `v0.1 正式基础方案`，明确有色行业边界、核心变量、流程、输出、专属表候选、存储落点、batch/run 规则和当前缺口 |
| 2026-06-26 | 母版对齐补充 | 补充 `研报解析架构.md` 中三类核心文档、核心文档输出流程、基础事实卡、主导变量数据卡、公司证据卡、场景映射和文件型清单字段要求 |
+| 2026-06-26 | 母版和方案边界修正 | 明确 `研报解析架构.md` 是方法母版和指导思想；有色具体输出文档架构、文件名、子行业拆分、公司范围、数据表和暗线入口以后以本方案和已审核设计为准 |
+| 2026-06-26 | 用户核心阅读结构收敛 | 按用户确认，将有色核心阅读结构收敛为两个总览、子行业三件套和单公司页；索引、数据表、暗线、公开信息补充和待补资料清单降为内部支撑或审核入口 |
diff --git "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\240\270\345\277\203\346\226\207\346\241\243\344\272\272\350\257\273\350\264\250\351\207\217\344\272\214\346\254\241\345\244\215\347\233\230.md" "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\240\270\345\277\203\346\226\207\346\241\243\344\272\272\350\257\273\350\264\250\351\207\217\344\272\214\346\254\241\345\244\215\347\233\230.md"
new file mode 100644
index 0000000..61cfd19
--- /dev/null
+++ "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\240\270\345\277\203\346\226\207\346\241\243\344\272\272\350\257\273\350\264\250\351\207\217\344\272\214\346\254\241\345\244\215\347\233\230.md"
@@ -0,0 +1,318 @@
+# 有色核心文档人读质量二次复盘
+
+复盘 ID：FP-ANA-YS-CORE-DOC-READABILITY-20260627-001
+状态：待审核员联合复审
+创建时间：2026-06-27 02:55:00 +08:00
+复盘角色：case_analysis.analyst
+关联案例：ANA-YS-INDUSTRY-001
+关联问题：ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001
+来源聊天入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c
+
+## 1. 触发来源
+
+用户在上一轮样本和分批迁移后继续指出：
+
+1. 我仍没有彻底消化 `ana-doc/研报体系/研报解析架构.md` 的意图。
+2. 数据一定要解释；只是给数据不解释，用户不知道数据要干什么。
+3. 现有很多解释不够人性化，用户看不懂。
+4. 输出报告不是给人看的，读起来很难懂。
+5. 需要分析员和审核员一起用 fp 复盘，并参考外部行业报告、市场报告、公司报告案例，再决定怎么输出。
+
+本轮复盘停止继续改核心正文，先复盘“报告写法和审核标准”。
+
+## 2. 母版意图再读
+
+`研报解析架构.md` 的核心意图不是“把研报内容结构化”，而是“把研报内容写成普通人能理解的研究报告”。关键要求如下：
+
+1. 产业链文档要像讲故事一样解释行业怎么运行，核心流程必须有前因后果、案例和数据。
+2. 市场文档不是数据表，必须解释数据说明什么、为什么重要、对市场阶段和公司弹性有什么影响。
+3. 公司文档不是公司提及清单，必须解释公司怎么赚钱、核心赛道在哪里、业务占比和行业地位如何，重要产品处在哪个阶段。
+4. 横向对比不是可选项；当一个结论受多因素影响时，必须说明哪个因素更重要、为什么更重要。
+5. 缺数据时不能堆 DRAFT 边界，必须解释缺口会怎样影响结论强度。
+
+一句话：用户要的是“我为什么应该这样理解这个行业/市场/公司”，不是“系统抽到了什么、整理了什么”。
+
+## 3. 外部报告案例观察
+
+本轮只做写法参考，不把外部报告当作有色结论来源。
+
+### 3.1 McKinsey：Global Materials Perspective 2025
+
+参考入口：`https://www.mckinsey.com/industries/energy-and-materials/our-insights/global-materials-perspective`
+
+可借鉴点：
+
+1. 开头先给行业总体变化，例如收入、利润池、供需平衡变化。
+2. 数据后面立即解释含义，例如利润池向哪些材料转移、这对企业组合和投资重点意味着什么。
+3. 不是把所有材料并列堆表，而是挑出最能解释行业变化的主线。
+
+对有色文档的启发：总览不能只列“铜、铝、锂、钨、锡锑”；必须说清楚当前利润和话语权为什么从某些环节转向资源端、低成本端或战略小金属。
+
+### 3.2 S&P Global：Copper in the Age of AI
+
+参考入口：`https://www.spglobal.com/en/research-insights/special-reports/copper-in-the-age-of-ai`
+
+可借鉴点：
+
+1. 一个核心判断配一个关键数字，例如铜需求从 2025 年约 2800 万吨到 2040 年约 4200 万吨。
+2. 数字不是孤立存在，而是马上解释来自 AI、电气化、国防等需求变化。
+3. 报告把需求增长和供给约束放在一起讲，形成“为什么铜重要”的前因后果。
+
+对有色文档的启发：铜市场文档不能只写 LME 价格和库存；必须解释价格、库存、TC/RC、矿山供给和 AI/电网需求之间怎样共同影响资源端、冶炼端和材料端。
+
+### 3.3 IEA：Global Critical Minerals Outlook 2025
+
+参考入口：`https://www.iea.org/reports/global-critical-minerals-outlook-2025`
+
+可借鉴点：
+
+1. 报告按需求、供应、项目、情景进行组织，不把单个数据点直接写成结论。
+2. 需求预测明确区分情景，供应预测基于已公告项目。
+3. 对关键矿物的读法同时看清洁能源应用、其他用途、供给项目和风险。
+
+对有色文档的启发：锂钴镍、稀土和铜等不能只说“新能源需求”；必须拆需求来源、供给项目、库存压力和情景边界。
+
+### 3.4 Deloitte：Tracking the trends 2026, Mining & Metals
+
+参考入口：`https://www.deloitte.com/global/en/industries/mining-metals/research/tracking-the-trends.html`
+
+可借鉴点：
+
+1. 趋势报告不是只列趋势，而是写趋势为什么出现、企业应怎样应对。
+2. 把行业趋势和管理动作、组织能力、技术变化联系起来。
+3. 每个趋势都服务于“读者下一步怎么理解或行动”。
+
+对有色文档的启发：公司页不能停在“这家公司属于某金属”；必须解释公司用什么能力承接行业趋势，例如资源权益、低成本、技术认证、客户结构、项目推进和团队能力。
+
+## 4. 本地好样例观察
+
+用户此前给出的参考目录：`D:/策略项目/s-system-doc/observer/mirror/有色行业报告`。
+
+抽读对象：
+
+1. `有色的产业链总览.md`
+2. `有色的市场情况总览.md`
+3. `有色行业报告索引.md`
+4. `核心文档输出方案.md`
+
+本地样例的有效写法：
+
+1. 文档开头先说定位和阅读顺序，让用户知道该怎么看。
+2. 关键判断后面给“主要依据、推理链、边界”，而不是只给判断。
+3. 市场文档先回答“现在风往哪里吹”，再解释产业变量、市场显影、公司承接和失效条件。
+4. 产业链总览把“利润在哪里”作为主线，而不是把每个金属平均介绍一遍。
+5. 数据卡只是底座，真正给用户看的正文要把数据翻译成判断。
+
+## 5. 当前 project-info 有色文档的核心问题
+
+### 5.1 直接问题
+
+当前文档虽然比第一版更有数据，但仍有明显“资料整理味”：
+
+1. 有些地方给了数据，但没有解释这个数据为什么重要。
+2. 有些地方给了结论，但没有说明结论背后的前因后果。
+3. 有些地方用 `DRAFT`、`DATA_PARTIAL`、`待核验` 保护边界，但没有告诉用户这会怎样影响读法。
+4. 有些公司页仍像“公司和行业的连接说明”，不像“用户能读懂的公司报告”。
+
+### 5.2 执行侧问题
+
+1. 我把“补数据”理解成“把数据放进文档”，但没有稳定执行“数据解释”。
+2. 我把“人读表达”理解成“去掉内部术语”，但用户真正要的是结论、数据、案例和解释之间的因果链。
+3. 我过度依赖模板批量迁移，导致很多段落看起来完整，但读者不知道为什么要看这些数据。
+4. 我没有把外部报告和本地样例的写法转成逐段检查标准。
+
+### 5.3 审核侧问题
+
+1. 前序审核确认了数据、案例、前因后果有所补入，但没有进一步检查“数据是否被解释到用户能理解”。
+2. 审核把“有数据、有案例、有边界”当成通过条件，但缺少“这段话是否回答了用户为什么要关心”的人读判断。
+3. 审核没有强制抽查段落级质量：每个核心判断是否同时有结论、数据、解释、公司含义和失效条件。
+
+### 5.4 规范侧问题
+
+有色方案已有核心阅读结构，但还缺一条真正可执行的写作单元规则。建议新增“每个核心判断必须按五段式表达”：
+
+```text
+结论：我现在怎么读。
+数据/案例：支撑这个读法的关键数字或具体案例。
+解释：这个数字或案例说明了什么。
+传导：它会怎样影响产业链、市场阶段或公司利润。
+边界：什么情况下这个读法失效，或当前缺什么。
+```
+
+这不是加流程，而是把一句空结论改写成人能读懂的一段话。
+
+## 6. 建议的返工策略
+
+### 6.1 先停全量扩写
+
+不要继续按批次把剩余文档机械迁移。先把“用户可读报告标准”复审通过。
+
+### 6.2 建一个段落级写作标准
+
+后续每个总览、子行业、市场和公司页，核心段落必须满足：
+
+1. 只给数据不合格。
+2. 只给结论不合格。
+3. 只给风险边界不合格。
+4. 数据必须被翻译成行业/市场/公司含义。
+5. 缺数据时必须说明“缺这个数据会导致什么不能判断”。
+
+### 6.3 用 3 个段落样本先重写
+
+不立即重写全部文件。先选 3 个最典型段落做样本：
+
+1. 市场数据段：例如铜价、库存、TC/RC 怎么解释。
+2. 产业链段：例如铝为什么看成本曲线。
+3. 公司段：例如紫金矿业为什么不能只看铜价，要看权益产量、矿山成本和项目达产。
+
+样本经审核员确认后，再按段落标准返修文档。
+
+### 6.4 审核员复审重点
+
+审核员本轮不要只看文件数量、风险词、DRAFT 边界或是否有数据。重点看：
+
+1. 用户能不能看懂这段话为什么成立。
+2. 数据有没有被解释。
+3. 案例有没有讲出前因后果。
+4. 公司含义有没有落到利润、业务占比、资源/产能、成本或项目。
+5. 边界有没有说明“失效后怎么降级”。
+
+## 7. 不加码边界
+
+1. 不要求重新读取全部 359 份 raw。
+2. 不要求马上全量重写 57 个核心文档。
+3. 不重启 PASS-017。
+4. 不新增同类旧缺口补证 PASS。
+5. 本轮重点不是证明数据充分，而是把已有数据、案例和缺口写成人能理解的报告语言。
+6. 如果某个结论缺关键数据，不强行补结论；正文直接写成观察状态和待验证点。
+
+## 8. 待审核员联合复审问题
+
+请审核员按 fp 规范复审：
+
+1. 本轮是否准确承接用户“数据要解释、报告要给人看”的反馈。
+2. 外部报告和本地样例提炼出的写法是否合理。
+3. “五段式核心判断”是否是必要且不过度加码的修正。
+4. 是否同意先做 3 个段落样本，而不是继续批量迁移。
+5. 是否同意前序已迁移文档暂不再宣称“用户核心阅读质量已通过”，而是进入“段落级可读性返修”。
+
+## 9. 当前结论
+
+这次问题的根因不是缺数据，而是“报告写法没有把数据翻译成人话”。优秀行业报告会把数据变成判断，把判断变成因果链，把因果链落到公司和风险；而我当前输出仍有不少地方停在资料整理、状态保护和模板迁移。下一步应先由审核员复审这份二次复盘和写作标准，再做少量段落样本返修。
+
+## 10. 联合复审回执
+
+审核消息：`msg_20260627025510301_e825f867`
+审核记录：`AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001`
+审核结论：有条件通过。
+
+审核员确认：
+
+1. 本轮复盘准确承接用户“数据要解释、报告要给人看”的反馈。
+2. 问题不是单纯缺数据，而是没有把数据翻译成判断、因果链、公司含义和失效边界。
+3. 执行侧、审核侧和规范侧问题均成立：分析员把“补数据”理解成“放数据”；审核员前序只检查“有数据、有案例、有边界”，没有检查用户能否看懂为什么要关心这些数据；规范侧缺少可执行到段落的写作单元验收标准。
+4. 同意“结论、数据/案例、解释、传导、边界”五段式核心判断作为后续段落级最小写作标准，且该标准直接针对用户反馈，不属于形式化加码。
+5. 同意先做 3 个代表段落样本返修并复审，不继续机械批量迁移，不立即全量重写 57 个文档。
+
+允许下一步：
+
+1. 市场数据段：例如铜价、库存、TC/RC 如何解释。
+2. 产业链段：例如铝为什么看成本曲线。
+3. 公司段：例如紫金矿业为什么不能只看铜价，还要看权益产量、矿山成本和项目达产。
+
+边界：
+
+1. 不重新读取全部 359 份 raw。
+2. 不立即全量重写 57 个核心文档。
+3. 不重启 PASS-017。
+4. 不新增同类旧缺口补证 PASS。
+5. 不继续机械批量迁移，也不得宣称既有 DRAFT 已达到最终用户核心阅读质量。
+6. 若缺关键数据，应写成 `DATA_GAP_REVIEW` 并说明“因此不能判断什么”，不得为了补完整感继续补证循环。
+
+## 11. 段落样本复审回执
+
+审核消息：`msg_20260627030320491_2a6b9fed`
+审核记录：`AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001`
+审核结论：通过。
+
+审核员确认：
+
+1. `段落级可读性样本返修.md` 中 3 个样本均具备“结论、数据/案例、解释、传导、边界”。
+2. 市场数据段不只列出铜价、库存、TC/RC，而是说明这些数据分别回答价格结果、供需缓冲和冶炼利润分配问题，并落到资源端、权益产量和冶炼利润的观察含义。
+3. 产业链段说明铝不能只看价格，必须看铝土矿、氧化铝、电力成本和库存缓冲，并把数据传导到不同公司类型的利润差异。
+4. 公司段说明紫金矿业不能只看铜价，还要看权益产量、矿山成本、项目达产和多金属业务层，并列明 Manono、官方核验和价格回落等边界。
+5. 样本可作为后续核心正文段落返修标准，但不代表全部 57 个核心文档质量闭环，也不升级任何 DRAFT 为正式结论。
+
+允许下一步：
+
+按该样本标准进入后续最小范围核心正文可读性返修，或明确剩余核心文档降级/暂缓范围，并继续提交抽样复审。
+
+## 12. 第一批正文返修复审回执
+
+审核消息：`msg_20260627105908293_5e6e476d`
+审核记录：`AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001`
+审核结论：通过。
+
+通过范围：
+
+本结论只覆盖第一批 3 个核心正文入口文件的最小可读性返修，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式行业结论、正式公司结论、正式指标或对外交付版本。
+
+审核员确认：
+
+1. `有色的市场情况总览.md` 新增 `1.4 数据怎么解释：以铜为例`，能说明价格、库存、TC/RC 分别对应定价、现货压力和利润分配，并传导到资源端、权益产量公司和冶炼/综合铜企的不同读法。
+2. `有色的产业链总览.md` 新增 `3.1 为什么铝不是只看铝价`，能说明铝价只是收入端，氧化铝、电力和库存缓冲决定吨铝利润能否留下，并传导到中国铝业、云铝股份等不同公司类型。
+3. `公司/紫金矿业.md` 新增铜价、产量、权益、成本和项目达产到公司利润的解释链，能说明紫金矿业不能只按铜价或券商提及频次阅读，而要拆成铜、金、锂三层业务和项目风险。
+4. 三处新增内容均具备结论、数据/案例、解释、传导和边界，但没有机械套标题；正文比前序结构稿更接近用户可读报告语言。
+5. 风险词均处于限制、否定或边界语境，未发现越界结论。
+
+当前状态：
+
+这 3 个文件允许作为第一批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读入口继续使用。`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 不关闭，后续其余核心文档仍需分批返修，或明确降级/暂缓边界。
+
+## 13. 第二批铝链条正文返修复审回执
+
+审核消息：`msg_20260627110828551_38e21a2b`
+审核记录：`AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-20260627-001`
+审核结论：通过。
+
+通过范围：
+
+本结论只覆盖第二批铝链条 3 个核心正文文件的可读性返修，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式铝行业结论、正式公司结论、正式指标或对外交付版本。
+
+审核员确认：
+
+1. `铝_市场分析.md` 新增 `这些数据放在一起怎么读`，能解释铝价是结果，库存和成本解释价格能否传导到利润，并拆出库存去化、氧化铝/电力成本、公司类型三步读法。
+2. `中国铝业.md` 新增 `一体化公司到底看什么`，能解释铝土矿、氧化铝、电解铝和铝价如何共同决定利润留存，并明确官方数据未核前只能作为一体化样本队列。
+3. `云铝股份.md` 新增 `低成本电解铝到底看什么`，能解释铝价/库存回答行业景气，电力成本和氧化铝采购回答利润留存，并明确需官方披露确认低成本属性。
+4. 本轮 3 个文件未发现用研报提及频次、内部覆盖统计或事实句数量证明用户正文判断的问题。
+5. 风险词均处于限制、否定或边界语境，未发现越界结论。
+
+非阻断提醒：
+
+后续公司页仍建议把“公司提及”这类表头尽量改写为“研报线索入口 / 深读入口”，避免读者误解为提及次数本身有判断力。该提醒不影响本轮通过，但应在后续批次返修中吸收。
+
+当前状态：
+
+铝链条 3 个文件允许作为第二批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 不关闭，后续其余核心文档仍需分批返修，或明确降级/暂缓边界。
+
+## 14. 第三批铜链条正文返修复审回执
+
+审核消息：`msg_20260627112510700_69412e3b`
+审核记录：`AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-20260627-001`
+审核结论：通过。
+
+通过范围：
+
+本结论只覆盖第三批铜链条 4 个核心正文文件的可读性返修，不覆盖全部 57 个核心文档，不把任何 DRAFT 产物升级为正式铜行业结论、正式公司结论、正式指标或对外交付版本。
+
+审核员确认：
+
+1. `铜_市场分析.md` 已能把铜价、库存、TC/RC 连成市场读法，说明价格、现货压力和利润分配分别回答什么问题。
+2. `铜_详细介绍.md` 已解释铜价上涨不等于所有铜公司都受益，能区分资源端、冶炼端和材料端传导差异。
+3. `江西铜业.md`、`铜陵有色.md` 已从占位稿提升为用户可读的公司观察页，能说明权益矿、冶炼加工费、副产品、库存、套保和官方披露口径如何影响公司观察。
+4. 本轮 4 个文件未发现用研报提及频次、内部覆盖统计或事实句数量证明用户正文判断的问题。
+5. 风险词均处于限制、否定或边界语境，未发现越界结论。
+
+当前状态：
+
+铜链条 4 个文件允许作为第三批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 不关闭，后续其余核心文档仍需分批返修，或明确降级/暂缓边界。
diff --git "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\240\270\345\277\203\346\226\207\346\241\243\350\264\250\351\207\217\346\274\217\345\256\241\345\244\215\347\233\230.md" "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\240\270\345\277\203\346\226\207\346\241\243\350\264\250\351\207\217\346\274\217\345\256\241\345\244\215\347\233\230.md"
new file mode 100644
index 0000000..7534647
--- /dev/null
+++ "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\240\270\345\277\203\346\226\207\346\241\243\350\264\250\351\207\217\346\274\217\345\256\241\345\244\215\347\233\230.md"
@@ -0,0 +1,208 @@
+# 有色核心阅读文档质量漏审复盘
+
+复盘 ID：FP-ANA-YS-CORE-DOC-QUALITY-20260627-001
+状态：待复审
+创建时间：2026-06-27 01:29:00 +08:00
+复盘角色：case_analysis.analyst
+关联案例：ANA-YS-INDUSTRY-001
+引用 fp 规范：`C:/Users/Administrator/.codex3/skills/fp/SKILL.md`；`C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`
+
+## 1. 触发来源
+
+来源聊天记录入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+
+用户原始反馈摘要：
+
+1. 输出的文档不只是市场总览有问题，而是大量文档都有问题。
+2. 市场没有数据，结论没有案例，没有前因后果。
+3. 分析员需要用 fp 技能，与审核员一起复盘。
+4. 需要重新看 `ana-doc/研报体系/研报解析架构.md`，盘点为什么分析员输出有问题却不知道，审核员也没有审核出来。
+
+本复盘不把问题压缩成“单个市场文档漏数据”，而是按 AI 协作漏审问题处理。
+
+## 2. 母版要求
+
+`ana-doc/研报体系/研报解析架构.md` 对核心阅读文档有明确要求：
+
+1. 核心输出文档要详尽、生动，关键结论和关键流程要展开，要有案例、有数据，把前因后果讲清楚。
+2. 市场相关结论必须有数据支撑，关键行业和关键公司必须做核心数据横向对比。
+3. 子行业详细介绍必须展开主导变量模型、证明卡、产业链、货流钱流利润流、数据证据、案例、触发条件和失效条件。
+4. 子行业市场分析必须展开价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界。
+5. 每个核心结论后面必须展开背景、数据、案例或证据、推理链、对公司和股票的含义。
+6. 审核必须检查所有关键结论是否有数据、案例、来源或明确推理链支撑，并检查是否有“只有结论没有展开”的段落。
+
+## 3. 当前事实链
+
+### 3.1 已生成产物
+
+`RUN-ANA-YS-CORE-READING-DOCS-001` 生成了用户核心阅读目录：
+
+1. 根目录入口和总览 3 个。
+2. 子行业文档 27 个。
+3. 公司页 27 个。
+4. 合计 Markdown 57 个，全部标记 `DRAFT_FOR_REVIEW`。
+
+### 3.2 样本文档事实
+
+抽样文件：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+
+抽样结论：
+
+1. `铜_详细介绍.md` 虽有“899 条相关事实句”的覆盖数字，但核心判断没有展开铜消费结构、TC/RC、库存、价格和公司案例；证明卡大量写成“仍需原表核验”。
+2. `紫金矿业.md` 基本是公司页模板，写有“待字段化核验”“待补官方来源”，但没有业务占比、资源产量、成本位置、利润弹性、历史案例或可读前因后果。
+3. `有色的产业链总览.md` 有子行业表和公司分层，但对为什么资源端更强、为什么铝看成本曲线、为什么锂钴镍是观察池等关键判断，展开不足，案例和数据支撑不够。
+4. `有色的市场情况总览.md` 已在后续修正中补入数据，但这只是单文件修正，不能覆盖其他 56 个核心阅读文件的质量问题。
+
+### 3.3 只读统计
+
+对 57 个核心阅读 Markdown 做只读文本统计：
+
+| 指标 | 结果 |
+|---|---|
+| 文件数 | 57 |
+| 数据相关词中位数 | 24 |
+| 案例/证据相关词中位数 | 10 |
+| 推理链相关词中位数 | 2 |
+| 横向对比相关词中位数 | 5 |
+| 推理链相关词低于 5 的文件 | 44 |
+| 案例/证据相关词低于 5 的文件 | 15 |
+
+统计只能作为初筛，不能替代人工阅读；但它支持用户反馈：大量文件缺少推理链和案例展开。
+
+## 4. 问题清单
+
+### 4.1 直接问题
+
+当前 57 个核心阅读文档多数是“结构可见、内容不足”的 DRAFT，占位感强。它们可以说明文件架构已搭好，但不能满足用户要求的核心阅读质量：市场要有数据，结论要有案例，关键判断要有前因后果。
+
+### 4.2 执行侧问题
+
+1. 我把“按方案生成核心文档”执行成了“按目录结构批量生成中文 DRAFT 文件”，没有把 `研报解析架构.md` 的写作底线转成逐文档验收。
+2. 我过度关注中文文件名、DRAFT 边界、风险词、目录数量和 result_index 入口，忽略了文档是否真正可读、是否能让用户理解结论从哪里来。
+3. 补证上限规则本意是防止无限补资料，但我把它误用于接受低质量正文，没有把“数据不足就降级”写成清楚的人读解释。
+4. 我已知道存在价格库存线索、事实句和页图，但没有把这些材料充分迁移到子行业市场分析、子行业详细介绍和公司页中。
+
+### 4.3 审核侧问题
+
+1. 审核更多核了文件数量、状态、风险词、result_index 和 DRAFT 边界，没有充分抽样检查“数据、案例、前因后果”是否达标。
+2. 审核未把 `研报解析架构.md` 中“每个核心结论必须展开背景、数据、案例或证据、推理链、对公司和股票的含义”作为阻断性人读质量门。
+3. 审核通过了 DRAFT 范围，却没有明确指出当前是结构占位稿，不能作为合格核心阅读稿给用户。
+
+### 4.4 规范 / 体系问题
+
+1. 有色方案已经定义用户核心阅读结构，但缺少逐类文档的最低内容验收清单。
+2. 审核规范缺少“核心阅读文档人读质量抽样”的明确动作，例如必须抽一个总览、一个子行业详细、一个子行业市场分析、一个公司页。
+3. 当前流程容易把 `DRAFT_FOR_REVIEW` 理解成质量豁免，而不是“必须清楚说明哪些结论有证据，哪些只是结构占位或观察框架”。
+
+### 4.5 协作 / 消息问题
+
+1. 用户早已给出参考目录和阅读体验，但我主要吸收了目录结构，没有吸收“内容深度和叙事方式”的要求。
+2. 本会话技能列表中能看到 fp，但审核员会话是否能自动加载 fp 不稳定；后续需要在送审时显式给出 fp 本地规范路径，不能假设审核员技能自动可见。
+3. 前序送审上下文虽然已补“来源聊天轻量入口”规则，但这次审核仍未充分回到用户对阅读质量的原始表达。
+
+### 4.6 残余风险
+
+1. 如果只修市场总览，子行业和公司页仍会继续给用户造成“文件很多但读不到结论依据”的问题。
+2. 如果直接全量重写 57 个文件，容易再次批量模板化，且审核成本失控。
+3. 如果不先建立质量门，后续继续生成新行业核心文档时会复发。
+
+## 5. 根因判断
+
+1. 根因一：执行时把“文档架构完成”误判为“核心阅读文档完成”。
+2. 根因二：自检只覆盖状态、数量、路径、风险词和 DRAFT 边界，未覆盖人读语义质量。
+3. 根因三：审核只验证是否越界，没有充分验证是否达到了母版的“数据、案例、前因后果”要求。
+4. 根因四：有色方案缺少可执行的核心文档质量验收表，导致分析员和审核员都没有稳定抓手。
+5. 根因五：补证上限规则阻止了无限补资料，但没有同步要求“缺数据时必须在正文中讲清楚缺口对结论强度的影响”。
+
+## 6. 解决方案
+
+### 6.1 立即降级口径
+
+将当前 57 个核心阅读文档整体按以下口径处理：
+
+1. 文件结构和阅读路径可继续保留。
+2. 当前不能称为合格核心阅读稿，只能称为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价的结构草稿。
+3. 已修正的 `有色的市场情况总览.md` 可作为数据支撑修正样本，但仍保持 `DRAFT_FOR_REVIEW`。
+4. 不直接推翻既有证据表、manifest、页图和待补资料清单；问题集中在用户核心阅读正文质量。
+
+### 6.2 补一张质量验收清单
+
+在有色本地方案或独立验收清单中补齐核心文档最低内容门槛，每个用户核心文档至少检查：
+
+1. 是否有核心数据或明确 `DATA_GAP_REVIEW`。
+2. 是否有案例、证据入口、原研报线索或公司样本。
+3. 是否讲清前因后果，而不是只列结论。
+4. 是否有横向对比、历史对比或结构占比，至少说明为什么这个因素更重要。
+5. 是否说明对公司或股票观察状态的含义，并保留非交易建议边界。
+
+### 6.3 先做小样本返修，不全量重跑
+
+不直接重写 57 个文件。先选 4 个代表性样本返修并送审：
+
+1. `有色的产业链总览.md`
+2. `铜_详细介绍.md`
+3. `铜_市场分析.md`
+4. `紫金矿业.md`
+
+样本覆盖总览、子行业详细、子行业市场、公司页四类核心阅读形态。样本通过后，再按同一标准分批迁移其他文档。
+
+### 6.4 审核侧复核方式
+
+送审时要求审核员：
+
+1. 显式读取 fp 本地规范路径。
+2. 显式读取 `研报解析架构.md` 的核心理念、核心文档文件形态、写作底线和审核校验。
+3. 对样本文件逐条检查“数据、案例、前因后果、横向对比、公司含义”。
+4. 不得只以 `DRAFT_FOR_REVIEW`、风险词未越界、文件数量齐全作为通过依据。
+
+### 6.5 不层层加码边界
+
+1. 本复盘不要求重新读取全部 359 份原始资料。
+2. 本复盘不要求立即全量重写 57 个文档。
+3. 本复盘不重启 PASS-017。
+4. 本复盘不新增同类旧缺口补证 PASS。
+5. 若样本返修发现既有资料确实无法支撑某类结论，只在正文降级并登记缺口，不为了补齐漂亮结论而无限补资料。
+
+## 7. 待复审问题
+
+请审核员重点确认：
+
+1. 本复盘是否覆盖了用户反馈的真实问题。
+2. 根因是否同时覆盖执行侧和审核侧。
+3. “先 4 个样本返修，再分批迁移”的方案是否足够，是否避免了全量重跑加码。
+4. 当前 57 个核心阅读文档是否应统一标记为结构草稿待内容返修。
+5. 审核侧是否同意把人读质量抽样作为后续核心文档审核门槛。
+
+## 8. 当前结论
+
+当前问题不是没有数据，也不是用户要求过高，而是执行和审核都把“结构完整、风险边界完整”误当成了“核心阅读质量达标”。复盘建议先把当前核心阅读文档降级为结构草稿，再用 4 个样本建立合格标准，审核通过后分批返修。
+
+## 9. 联合复盘审核回执
+
+审核消息：`msg_20260627013735164_a642cb97`
+审核记录：`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`
+审核结论：有条件通过，复盘方案通过但问题未闭环。
+
+审核员确认：
+
+1. 用户反馈覆盖充分，本次不是单一“市场总览没数据”，而是大量核心阅读文档存在市场没数据、结论没案例、没有前因后果的问题。
+2. 执行侧根因成立：分析员把目录结构和中文 DRAFT 文件生成误判为核心阅读文档完成，没有把 `研报解析架构.md` 的写作底线转成逐文档验收。
+3. 审核侧漏审成立：审核员此前过度核文件数量、状态、风险词、result_index 和 DRAFT 边界，没有按总览、子行业详细、子行业市场分析、公司页做人读质量抽样。
+4. 当前 57 个核心阅读文档应统一降级为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价状态，不能称为合格用户核心阅读稿。
+
+已落实的必须修正项：
+
+1. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 已写入整体降级口径。
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md` 已写入整体降级口径。
+3. `ana-doc/有色案例/案例分析设计.md` 已记录 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001`。
+4. `ana-doc/有色案例/案例执行日志.md` 已记录 `RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001`。
+
+未闭环事项：
+
+1. 仍需返修 4 个样本文档：`有色的产业链总览.md`、`铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md`。
+2. 样本复审必须逐条检查数据、案例、前因后果、横向对比和公司含义。
+3. 样本返修和质量门复审前，不得关闭 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。
diff --git "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\240\270\345\277\203\346\226\207\346\241\243\351\230\266\346\256\265\345\214\226\345\206\231\344\275\234\346\265\201\347\250\213\345\244\215\347\233\230.md" "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\240\270\345\277\203\346\226\207\346\241\243\351\230\266\346\256\265\345\214\226\345\206\231\344\275\234\346\265\201\347\250\213\345\244\215\347\233\230.md"
new file mode 100644
index 0000000..1319ab2
--- /dev/null
+++ "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\240\270\345\277\203\346\226\207\346\241\243\351\230\266\346\256\265\345\214\226\345\206\231\344\275\234\346\265\201\347\250\213\345\244\215\347\233\230.md"
@@ -0,0 +1,206 @@
+# 核心文档阶段化写作流程复盘
+
+复盘 ID：FP-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001
+关联案例：ANA-YS-INDUSTRY-001
+触发来源：用户在有色核心文档返修后继续指出 `有色的产业链总览.md` 仍存在术语不解释、数据线索不展开、具体年份和时间口径缺失等问题。
+当前状态：待审核员 fp 复审
+
+## 1. 用户原始反馈入口
+
+来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+
+用户本轮原文要点：
+
+1. `LME`、`SMM`、`SHFE`、`Trading Economics` 这些术语是什么意思，不能默认用户知道。
+2. “原研报价格库存线索表有 53 条候选、41 张页图已恢复”这种解释等于没解释，应展开说明表里到底有什么、能读出什么。
+3. “巨龙铜矿全年铜产量 19.38 万吨、销量 19.37 万吨、净利润 91.41 亿元”缺少年份和具体时间口径。
+4. 需要继续和审核员 fp，重点搞清楚：
+ - 为什么审核员审核不出来。
+ - 写作流程不能要求一次写对，而应拆成多个阶段，每个阶段集中做 1-2 件事，逐步完善输出文档。
+
+## 2. 直接问题
+
+当前返修后的部分核心文档比原来好，但仍有三类用户可读性缺口：
+
+1. 术语解释缺口：市场数据来源、交易所、报价机构、外部数据平台没有在用户首次遇到时解释。
+2. 数据展开缺口：把内部证据工作量写给用户看，例如“53 条线索、41 张页图”，但没有翻译成“哪些品种有线索、这些线索说明什么、还不能说明什么”。
+3. 时间口径缺口：公司案例和市场数据中出现“全年”“本周”“上周”“Q1”等相对时间或省略年份表达，没有转换为明确年份、报告期或“待核日期”。
+
+这些问题说明：前序“数据要解释”的复盘只解决了“把数据连成因果链”的一部分，还没有形成稳定的“术语、数据展开、时间口径”复查阶段。
+
+## 3. 为什么审核员审核不出来
+
+### 3.1 审核检查点还停在“有没有解释”，没有细到“解释是否足够让用户无需背景知识”
+
+前序审核已经从“有无数据”升级到“是否解释数据”，但审核员主要检查新增段落是否能说明市场、产业链或公司含义。它没有单独检查：
+
+1. 首次出现的专业缩写是否解释。
+2. 内部过程数字是否被翻译成用户可理解的行业信息。
+3. 相对时间是否改成具体年份或报告期。
+
+所以审核能挡住“只有数据没有解释”，但没挡住“解释仍然像内部工作说明”。
+
+### 3.2 审核对象是抽样批次，未把总览作为“用户第一屏”单独高标准复查
+
+`有色的产业链总览.md` 是用户先读入口，应该比普通子行业或公司页更强调“术语不跳、口径不跳、逻辑不跳”。前序审核把它当作普通核心文档样本的一部分，没有单独设置“总览首读友好度”检查。
+
+结果是：文档局部有因果解释，但用户第一眼仍会遇到缩写、内部统计和时间不清。
+
+### 3.3 审核缺少“反向读者测试”
+
+审核员读文档时带着 ana、研报和证据链背景，因此能理解 `LME`、`SMM`、`SHFE`、`页图恢复`、`线索表` 的含义。但用户不是审核员。审核没有做“假设读者不知道这些词”的反向测试。
+
+这不是单纯审核员粗心，而是审核流程缺少一个明确阶段：站在普通用户视角读一遍，专查不解释的词、不展开的数据和不清楚的时间。
+
+### 3.4 复审目标过宽，导致一次审核想同时看太多维度
+
+前序复审常同时检查数据、案例、传导、边界、风险词、文件状态和证据入口。维度过多时，审核容易抓住“大方向通过”，漏掉细粒度可读性问题。
+
+因此后续审核不应再要求一次复审解决所有质量问题，而应配合写作流程分阶段审核：框架审核看框架，数据审核看数据，口径审核看术语和时间。
+
+## 4. 写作流程根因
+
+### 4.1 我把“核心文档输出”当成一次成稿
+
+我试图在一次返修里同时完成结构、数据、解释、公司含义、边界和审计口径。这导致每一层都做了一些，但没有一层稳定做到位。
+
+### 4.2 没有把“写文档”拆成可复查的中间状态
+
+当前流程里缺少这些中间产物：
+
+1. 框架草稿：先确认用户阅读顺序和每节回答什么问题。
+2. 数据落点稿：每个结论后面放哪个数据或案例。
+3. 解释稿：每个数据说明什么、传导到哪里。
+4. 口径稿：每个术语、时间、单位是否解释清楚。
+5. 人读稿：删掉内部流程语言，让普通用户顺着读。
+
+没有中间状态，审核也只能面对“成品文档”一次性判断，天然容易漏。
+
+## 5. 后续阶段化写作流程
+
+后续核心文档不再按“一次写完再审核”的方式推进。每个文档或每个批次按以下阶段执行，每个阶段只集中检查 1-2 件事。
+
+### 阶段 1：框架阶段
+
+目标：只确认文档回答哪些问题、读者按什么顺序读。
+
+只检查两件事：
+
+1. 每一节是否回答一个真实用户问题。
+2. 章节顺序是否符合用户阅读习惯。
+
+不在这一阶段纠结数据完整性、措辞润色或证据表细节。
+
+### 阶段 2：数据和案例落点阶段
+
+目标：把每个核心判断后面需要用的数据、案例或证据入口放到正确位置。
+
+只检查两件事：
+
+1. 每个核心判断有没有对应数据、案例或明确 `DATA_GAP_REVIEW`。
+2. 数据是否放在它能支撑的判断旁边，而不是堆在文末或证据表里。
+
+不要求这一阶段解释得很漂亮，但不能无数据下结论。
+
+### 阶段 3：解释和传导阶段
+
+目标：把数据翻译成用户能懂的行业、市场或公司含义。
+
+只检查两件事：
+
+1. 每组数据后面是否回答“这说明什么”。
+2. 是否说明它如何传导到价格、库存、利润、产业链环节或公司。
+
+这一阶段重点解决“只给数据不解释”的问题。
+
+### 阶段 4：术语和口径阶段
+
+目标：消除用户读不懂的专业缩写、数据来源和时间口径。
+
+只检查两件事：
+
+1. 首次出现的专业词、机构缩写、指标缩写是否用中文解释。
+2. 年份、报告期、日期、单位、币种、相对时间是否明确；不能明确时是否写成“待核日期/待核口径”。
+
+例如：
+
+1. `LME`：伦敦金属交易所，主要看海外金属价格和库存。
+2. `SHFE`：上海期货交易所，主要看国内期货价格和交易所库存。
+3. `SMM`：上海有色网，常用于国内现货价格、社会库存和行业报价。
+4. `Trading Economics`：宏观和商品价格数据聚合平台，只能作为外部价格参考，不能替代交易所或原始报价源。
+
+### 阶段 5：人读润色阶段
+
+目标：把内部工作语言改成用户报告语言。
+
+只检查两件事：
+
+1. 删除或改写内部统计和流程语言，例如“事实句覆盖”“53 条线索”“41 张页图”。
+2. 把它改成用户关心的话：有哪些品种、哪些数据、能读出什么、还不能判断什么。
+
+示例：
+
+不写：“原研报价格库存线索有 53 条，41 张页图已恢复。”
+改写为：“你提供的研报里，铜、铝、锂、镍、锡锑等品种已经能看到价格或库存线索。铜和铝最适合先读，因为它们既有价格库存，也能落到供给、成本和公司利润；锂钴镍目前更适合做观察池，因为价格有线索，但供需再平衡和库存口径还不够完整。”
+
+### 阶段 6：审核分阶段复查
+
+审核员不再只看最终成稿是否“总体可读”。后续复审应按提交阶段检查：
+
+1. 框架稿：只审阅读顺序和问题覆盖。
+2. 数据落点稿：只审判断是否有数据/案例或缺口。
+3. 解释稿：只审数据是否被解释和传导。
+4. 术语口径稿：只审专业词、日期、单位、币种和相对时间。
+5. 人读稿：只审是否还残留内部工作语言、是否普通用户能读。
+
+这不是增加更多审核轮次，而是避免一次审核同时看太多维度。实际执行时，一个批次可以合并阶段，但送审时必须说明本轮重点是哪 1-2 件事。
+
+## 6. 对当前有色文档的最小修复建议
+
+不立即全量重写 57 个文档。先拿 `有色的产业链总览.md` 作为阶段化流程样本返修，因为它是用户第一入口。
+
+样本返修只做三件事：
+
+1. 增加“先解释几个数据来源”的小节，解释 LME、SMM、SHFE、Trading Economics。
+2. 把“53 条线索、41 张页图”改写为按品种展开的市场线索说明。
+3. 把巨龙铜矿案例补上明确时间口径：2025 年全年产量、销量和净利润；2026 年 1 月 23 日二期建成投产；30-35 万吨为达产后年产量线索。
+
+样本通过后，再把同一流程用于市场总览、子行业市场分析和公司页。
+
+## 7. 不加码边界
+
+1. 不要求一次性重写全部 57 个文档。
+2. 不要求重新读取全部 359 份 raw。
+3. 不重启 PASS-017。
+4. 不新增同类旧缺口补证 PASS。
+5. 不把每个小修都拆成 6 次送审；阶段可以合并，但每次必须说明本轮重点。
+6. 不要求把所有术语做成百科，只解释影响当前判断的必要词。
+
+## 8. 待审核员复审的问题
+
+请审核员重点复审：
+
+1. 本复盘是否解释清楚“为什么审核员没审出来”。
+2. 阶段化写作流程是否能解决“一次成稿导致漏项”的问题。
+3. 每阶段只查 1-2 件事的做法是否可执行、不过度加码。
+4. 是否同意先以 `有色的产业链总览.md` 做样本返修，而不是立刻全量改文档。
+
+## 9. 复审和样本返修回执
+
+### 2026-06-27 11:40 fp 复盘方案复审
+
+审核入口：`AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001`
+
+审核结论：有条件通过。审核员确认审核漏检原因成立，阶段化写作流程可执行，并允许下一步只以 `有色的产业链总览.md` 为样本文档，先修术语解释、数据线索展开和时间口径。
+
+### 2026-06-27 11:48 样本文档返修复审
+
+审核入口：`AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001`
+
+审核结论：通过。`有色的产业链总览.md` 已完成三项样本返修：
+
+1. 解释 `LME`、`SHFE`、`SMM`、`Trading Economics` 的中文含义和用户阅读方式。
+2. 把“53 条线索、41 张页图”从内部工作量语言改为按铜、铝、镍钴锂、锡锑钨、金银展开的阅读说明。
+3. 补齐巨龙铜矿案例的时间口径：2025 年全年产量、销量、净利润；2026 年 1 月 23 日二期投产；二期达产后矿产铜年产量 30-35 万吨。
+
+该通过不关闭 `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`，也不代表全部 57 个核心文档完成最终阅读质量闭环。后续批次必须继续说明阶段重点，避免一次送审混入框架、数据、解释、术语、润色和全量质量闭环。
diff --git "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\210\206\346\236\220\350\256\276\350\256\241.md" "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\210\206\346\236\220\350\256\276\350\256\241.md"
index 7145783..1c5f490 100644
--- "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\210\206\346\236\220\350\256\276\350\256\241.md"
+++ "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\210\206\346\236\220\350\256\276\350\256\241.md"
@@ -1541,3 +1541,778 @@
1. PASS：41 条已知页码 PDF 表格候选成功生成页图，价格库存线索表明确来自原研报 PDF 线索，输出继续保持 `DRAFT_FOR_REVIEW`。
2. HELD：页码未知、非 PDF 头、表头/单位/日期/来源人工复核和正式数值一致性核验仍未完成。
3. FAIL：把页图生成写成正式表格证据通过，或把价格库存线索写成正式指标、交易建议或对外交付结论。
+
+## 2026-06-26 23:35:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001：有色用户核心阅读文档生成设计
+
+### 来源聊天记录
+
+1. 来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+2. 覆盖消息范围：用户确认有色核心阅读结构后，要求“按方案来输出我要的核心文档”。
+3. 用户原始要求摘要：按已审核的有色本地方案，生成用户真正阅读的核心文档，不再停留在综合草稿或旧三类英文草稿。
+4. 变更对应关系：本轮只把既有 DRAFT 研究材料迁移到两个总览、子行业三件套和单公司页，不补新资料、不新增同类补证 PASS。
+
+### 背景
+
+有色本地方案已明确用户核心阅读结构为两个总览、子行业三件套和单公司页。现有结果入口仍以 `有色研报研究综合草稿.md`、旧三类草稿和过程产物为主，尚未形成稳定中文核心文档目录。本轮按方案生成用户可直接阅读的中文核心文档。
+
+### 输入
+
+1. `ana-doc/有色案例/有色研报解析方案.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_industry_view_draft.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_market_view_draft.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_company_view_draft.md`
+6. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`
+
+### 执行步骤
+
+1. 在 `outputs/核心文档/` 下生成用户核心阅读目录。
+2. 生成 `有色的产业链总览.md` 和 `有色的市场情况总览.md`。
+3. 为铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属生成 `总览`、`详细介绍`、`市场分析` 三件套。
+4. 根据公司视图草稿和公司深读队列生成单公司页，保持观察状态和 DRAFT 边界。
+5. 更新 `result_index.md`，把核心阅读入口置于用户优先阅读位置。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/`
+
+### 验收边界
+
+1. PASS：核心阅读目录为中文文件名和中文正文，覆盖两个总览、子行业三件套和单公司页，并保持 `DRAFT_FOR_REVIEW`。
+2. FAIL：生成交易建议、目标价、收益承诺、正式指标或正式行业/公司结论；或把内部支撑材料重新放回用户核心阅读结构。
+
+## 2026-06-27 00:03:00 DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001：市场总览数据支撑修正设计
+
+### 来源聊天记录
+
+1. 来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+2. 覆盖消息范围：用户指出 `研报解析架构.md` 要求市场结论必须有数据支撑，并质疑 `有色的市场情况总览.md` 没有数据。
+3. 用户原始要求摘要：判断是没有数据还是执行不到位；若有数据，应把市场总览补成以数据支撑结论的文档。
+4. 变更对应关系：本轮只修 `有色的市场情况总览.md` 的数据支撑表达，把既有价格库存快照、原研报线索和市场变量统计迁移到正文，不补新资料。
+
+### 背景
+
+审核通过的核心阅读文档中，`有色的市场情况总览.md` 只写了市场观察框架和数据来源状态，未把既有价格、库存、原研报线索和变量覆盖度放入正文。经核查，数据并非缺失，而是生成核心文档时迁移不到位。
+
+### 输入
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_market_view_draft.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`
+
+### 执行步骤
+
+1. 在市场总览正文补入核心市场数据卡。
+2. 补入原研报价格/库存/市场线索统计和金属分布。
+3. 补入市场变量覆盖度表，说明 price、supply、demand、inventory 等变量的事实句数量。
+4. 将市场风向表改为“方向、风向、数据支撑、驱动、公司弹性、风险”的结构。
+5. 新增“结论和数据对应关系”，明确每个市场判断的支撑数据、结论强度和缺口。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+
+### 验收边界
+
+1. PASS：市场总览中的主要市场判断均能看到数据支撑或明确降级原因。
+2. FAIL：把 DRAFT 数据写成正式指标，或把待核验数据写成已证实结论、交易建议、目标价或收益承诺。
+
+## 2026-06-27 01:40:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001：核心阅读文档质量漏审降级与样本返修设计
+
+### 来源聊天记录
+
+1. 来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+2. 关联复盘：`FP-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+3. 关联审核：`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`
+4. 关联消息：`msg_20260627013735164_a642cb97`
+
+### 背景
+
+用户指出有色核心阅读文档存在大量“市场没有数据、结论没有案例、没有前因后果”的问题。审核员按 fp 联合复盘确认：当前 57 个核心阅读文档不能称为合格用户核心阅读稿，只能作为结构草稿和返修基线；允许进入 4 个样本文档返修和样本人读质量复审阶段。
+
+### 输入
+
+1. `ana-doc/有色案例/核心文档质量漏审复盘.md`
+2. `ana-doc/有色案例/案例审计报告.md`，`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`
+3. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`
+5. 样本文档：`有色的产业链总览.md`、`子行业/铜_详细介绍.md`、`子行业/铜_市场分析.md`、`公司/紫金矿业.md`
+
+### 执行步骤
+
+1. 在 `result_index.md` 写明 57 个核心阅读文档整体降级为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。
+2. 在 `核心阅读入口.md` 写明当前只能作为结构草稿和返修基线，不能称为合格用户核心阅读稿。
+3. 不直接重写 57 个文件，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+4. 后续只先返修 4 个样本文档，并按数据、案例、前因后果、横向对比和公司含义做样本人读质量复审。
+
+### 输出
+
+1. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`
+
+### 验收边界
+
+1. PASS：用户入口明确 57 个核心阅读文档整体降级状态和后续 4 个样本返修路径。
+2. FAIL：继续把 57 个核心阅读文档称为合格用户核心阅读稿；或借复盘要求全量重跑、重启 PASS-017、扩展旧缺口补证。
+
+## 2026-06-27 01:48:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-SAMPLE-REPAIR-001：核心阅读文档 4 个样本返修设计
+
+### 来源和依据
+
+1. 关联问题：`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+2. 关联复盘：`FP-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+3. 关联审核：`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`
+4. 关联降级审核：`AUDIT-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-20260627-001`
+
+### 目标
+
+在不全量重写 57 个文档、不重新读取全部 359 份资料、不重启 PASS-017 的前提下，先返修 4 个代表性样本文档，建立后续核心阅读文档的人读质量标准。
+
+### 输入
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`
+4. `ana-data/cases/有色案例/extracted/evidence_fact_table_batch003_extract001.csv`
+5. `ana-data/cases/有色案例/evidence/company_evidence_card_batch003_pass001.csv`
+6. `ana-data/cases/有色案例/evidence/company_source_card_pass002.csv`
+
+### 返修对象
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`
+
+### 验收口径
+
+1. 每个样本文档必须显式包含数据或 `DATA_GAP_REVIEW`。
+2. 每个样本文档必须包含案例、证据入口或原研报线索。
+3. 每个样本文档必须解释关键结论的前因后果。
+4. 每个样本文档必须至少包含一种横向对比或结构对比。
+5. 公司页必须说明公司含义和非交易建议边界。
+6. 所有样本文档保持 DRAFT，不输出正式结论、交易建议、目标价或收益承诺。
+
+## 2026-06-27 02:04:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-ALUMINUM-REPAIR-001：核心阅读文档铝链条分批迁移设计
+
+### 来源和依据
+
+1. 关联问题：`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+2. 关联复盘审核：`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`
+3. 关联样本审核：`AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`
+4. 用户要求：继续按方案输出核心文档，并修复“市场没有数据、结论没有案例、没有前因后果”的质量问题。
+
+### 目标
+
+在不重新读取全部 359 份原始资料、不重启 PASS-017、不新增同类旧缺口补证 PASS 的前提下，按已通过样本标准迁移铝链条 5 个核心阅读文档，验证样本标准能否扩展到第二批文档。
+
+### 输入
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/有色研报研究综合草稿.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`
+4. `ana-data/cases/有色案例/extracted/evidence_fact_table_batch003_extract001.csv`
+5. `ana-data/cases/有色案例/evidence/company_evidence_card_batch003_pass001.csv`
+6. `ana-data/cases/有色案例/extracted/company_exposure_batch003_extract001.csv`
+
+### 迁移对象
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`
+
+### 验收口径
+
+1. 每个文档必须显式包含数据或 `DATA_GAP_REVIEW`。
+2. 每个文档必须包含案例、证据入口或原研报线索。
+3. 每个文档必须解释关键判断的前因后果。
+4. 子行业文档必须包含横向对比或结构对比。
+5. 公司页必须说明公司含义、触发/失效条件和非交易建议边界。
+6. 所有文档保持 DRAFT，不输出正式行业结论、正式公司结论、买卖建议、目标价或收益承诺。
+
+## 2026-06-27 02:31:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001：核心阅读文档锡锑链条分批迁移设计
+
+### 来源和依据
+
+1. 关联问题：`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+2. 关联复盘审核：`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`
+3. 关联样本审核：`AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`
+4. 前序批次审核：`AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`；`AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001`
+
+### 目标
+
+按已通过样本标准迁移锡锑链条 6 个核心阅读文档，重点补锡价库存、锑价供给、AI-PCB/锡膏需求、阻燃/光伏/军工需求、公司分账和非交易边界。
+
+### 输入
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`
+2. `ana-data/cases/有色案例/extracted/evidence_fact_table_batch003_extract001.csv`
+3. `ana-data/cases/有色案例/evidence/company_evidence_card_batch003_pass001.csv`
+4. `ana-data/cases/有色案例/extracted/company_exposure_batch003_extract001.csv`
+
+### 迁移对象
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`
+
+### 验收口径
+
+1. 每个文档必须显式包含数据或 `DATA_GAP_REVIEW`。
+2. 每个文档必须包含案例、证据入口或原研报线索。
+3. 每个文档必须解释关键判断的前因后果。
+4. 子行业文档必须包含横向对比或结构对比。
+5. 公司页必须说明公司含义、触发/失效条件和非交易建议边界。
+6. 所有文档保持 DRAFT，不输出正式行业结论、正式公司结论、买卖建议、目标价或收益承诺。
+
+## 2026-06-27 02:17:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001：核心阅读文档钨链条分批迁移设计
+
+### 来源和依据
+
+1. 关联问题：`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+2. 关联复盘审核：`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`
+3. 关联样本审核：`AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`
+4. 前序批次审核：`AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001`
+
+### 目标
+
+按已通过样本标准迁移钨链条 7 个核心阅读文档，重点补价格链条、供给约束、下游需求、公司分层和非交易边界。
+
+### 输入
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`
+2. `ana-data/cases/有色案例/extracted/evidence_fact_table_batch003_extract001.csv`
+3. `ana-data/cases/有色案例/evidence/company_evidence_card_batch003_pass001.csv`
+4. `ana-data/cases/有色案例/extracted/company_exposure_batch003_extract001.csv`
+
+### 迁移对象
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/章源钨业.md`
+7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`
+
+### 验收口径
+
+1. 每个文档必须显式包含数据或 `DATA_GAP_REVIEW`。
+2. 每个文档必须包含案例、证据入口或原研报线索。
+3. 每个文档必须解释关键判断的前因后果。
+4. 子行业文档必须包含横向对比或结构对比。
+5. 公司页必须说明公司含义、触发/失效条件和非交易建议边界。
+6. 所有文档保持 DRAFT，不输出正式行业结论、正式公司结论、买卖建议、目标价或收益承诺。
+## 2026-06-27 02:39:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-HUMAN-READABLE-FIX-001：核心阅读文档人读表达修正设计
+
+### 来源聊天记录
+
+1. 来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+2. 用户原文要点：用户指出“事实句覆盖”这类表达没有意义，人根本看不懂；只要结论大概率靠谱，就输出到文档，不要向用户证明覆盖了多少条。
+
+### 修正目标
+
+把用户核心阅读文档中的内部抽取、审计和覆盖率语言改成人能直接理解的表达：结论、关键数据、案例、前因后果、横向对比、风险和还缺什么。内部统计仍可保留在证据表、manifest、执行日志或审计记录，但不得作为用户正文里的证明方式。
+
+### 范围
+
+1. 更新 `ana-doc/有色案例/有色研报解析方案.md`，写明用户核心阅读文档不得用 `事实句覆盖`、`事实句数量`、规则扫描条数、mention_count 等内部指标证明结论。
+2. 清理 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/` 下用户可见 Markdown 的相关表达。
+3. 不补新资料，不重新读取 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+4. 本轮只修写作口径和用户可读性，不把任何 DRAFT 文档升级为正式行业结论、正式公司结论或正式指标。
+
+### 验收
+
+1. PASS：核心文档目录内不再出现 `事实句覆盖`、`事实句数量`、`事实句约`、`相关事实句`、`事实句` 等面向用户不可读表达。
+2. PASS：市场、产业链、子行业和公司页仍保留关键数据、案例、逻辑和 DRAFT 边界。
+3. FAIL：把内部统计继续写入用户正文，或借本轮修正扩大为新一轮补资料。
+## 2026-06-27 03:02:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-SAMPLE-001：核心文档段落级可读性样本返修设计
+
+### 来源
+
+1. 用户反馈：数据必须解释，只给数据不解释，报告很难让人看懂。
+2. 联合复盘：`FP-ANA-YS-CORE-DOC-READABILITY-20260627-001`
+3. 审核结论：`AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001` 有条件通过。
+
+### 目标
+
+按审核员通过的“结论、数据/案例、解释、传导、边界”五段式，先做 3 个代表段落样本，不继续机械批量迁移，不全量重写 57 个核心文档。
+
+### 样本范围
+
+1. 市场数据段：铜价、库存、TC/RC 如何解释。
+2. 产业链段：铝为什么看成本曲线。
+3. 公司段：紫金矿业为什么不能只看铜价，还要看权益产量、矿山成本和项目达产。
+
+### 输出
+
+`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md`
+
+### 验收
+
+1. PASS：每个样本段均包含结论、数据/案例、解释、传导和边界。
+2. PASS：样本读起来能说明用户为什么要关心这些数据，而不是只列数据。
+3. FAIL：直接批量改全量文档，或把样本写成正式行业/公司结论。
+## 2026-06-27 03:12:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-001：核心正文最小可读性返修设计
+
+### 来源
+
+1. `AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001`：3 个段落级样本复审通过。
+2. 用户要求：复盘后继续输出新的核心文档。
+
+### 目标
+
+把已通过的 3 个段落级可读性样本迁移到对应核心正文，形成第一批真正给用户看的核心阅读入口返修稿。
+
+### 范围
+
+1. `有色的市场情况总览.md`：补入“数据怎么解释：以铜为例”，解释铜价、库存、TC/RC 的含义和传导。
+2. `有色的产业链总览.md`：补入“为什么铝不是只看铝价”，解释铝土矿、氧化铝、电力成本、库存和公司成本曲线。
+3. `公司/紫金矿业.md`：补入“铜价到公司利润”的解释链，说明价格、产量、权益、成本和项目达产的关系。
+
+### 边界
+
+本轮只做 3 个入口文件的最小正文返修，不全量重写 57 个核心文档，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式行业结论、正式公司结论或交易建议。
+
+### 验收
+
+1. PASS：3 个文件状态更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。
+2. PASS：新增段落能说明数据/案例为什么重要、如何传导、什么情况下失效。
+3. FAIL：继续机械批量迁移，或把 DRAFT 写成正式结论。
+
+## 2026-06-27 11:18:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-003：铜链条核心正文可读性返修设计
+
+### 来源
+
+1. `AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-20260627-001`：第二批铝链条 3 个核心正文文件可读性返修通过。
+2. 用户要求：继续按方案输出核心文档，但文档必须能让用户看懂数据、案例和前因后果。
+
+### 目标
+
+把铜链条中已有价格、库存、TC/RC、供给扰动和公司线索进一步写成用户能理解的判断链：铜价说明什么、库存和 TC/RC 怎么解释、资源端和冶炼端为什么分开读、江西铜业和铜陵有色这类公司为什么不能简单按铜价判断。
+
+### 范围
+
+1. `子行业/铜_市场分析.md`：新增“把铜价、库存、TC/RC 连起来读”，并把公司池表述改为深读入口，不用内部提及线索证明判断。
+2. `子行业/铜_详细介绍.md`：新增“铜价上涨为什么不等于所有铜公司都受益”，解释资源端、冶炼端和材料端利润分配。
+3. `公司/江西铜业.md`：从占位稿改为综合铜企观察页，说明铜矿、冶炼、铜材、TC/RC 和库存如何影响利润。
+4. `公司/铜陵有色.md`：从占位稿改为冶炼和资源复合观察页，说明冶炼加工费、副产品、权益矿和库存风险。
+
+### 边界
+
+本轮只做铜链条 4 个文件的正文可读性返修，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式铜行业结论、正式公司结论或交易建议。
+
+### 验收
+
+1. PASS：4 个文件状态更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。
+2. PASS：新增内容能说明铜价、库存、TC/RC、供给扰动如何传导到资源端、冶炼端和公司利润。
+3. PASS：公司页说明公司含义、触发条件、失效条件和官方源缺口。
+4. FAIL：只列数据不解释，或把 DRAFT 观察写成正式结论。
+
+## 2026-06-27 11:05:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-002：铝链条核心正文可读性返修设计
+
+### 来源
+
+1. `AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001`：第一批 3 个核心正文入口文件可读性返修通过。
+2. 用户要求：复盘后继续按方案输出新的核心文档，但不能只堆数据，必须解释数据对市场、产业链和公司的含义。
+
+### 目标
+
+把铝链条中已具备数据和案例的正文进一步改成用户能直接阅读的判断链：铝价、库存、氧化铝、电力成本和公司类型分别说明什么，怎样传导到中国铝业、云铝股份等公司，什么情况下读法失效。
+
+### 范围
+
+1. `子行业/铝_市场分析.md`：补入“这些数据放在一起怎么读”，解释价格、库存、氧化铝/电力成本和供给事件之间的关系。
+2. `公司/中国铝业.md`：补入“一体化公司到底看什么”，解释铝土矿、氧化铝、电解铝和成本留存。
+3. `公司/云铝股份.md`：补入“低成本电解铝到底看什么”，解释铝价、库存、绿电/电力成本和吨铝利润。
+
+### 边界
+
+本轮只做铝链条 3 个文件的正文可读性返修，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式铝行业结论、正式公司结论或交易建议。
+
+### 验收
+
+1. PASS：3 个文件状态更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。
+2. PASS：新增内容能把数据解释为市场阶段、产业链利润传导或公司观察含义。
+3. PASS：用户正文不再用提及频次或内部覆盖统计证明公司价值。
+4. FAIL：只列数据不解释，或把 DRAFT 观察写成正式结论。
+
+## 2026-06-27 11:43:00 DESIGN-ANA-YS-INDUSTRY-001-STAGED-WRITING-SAMPLE-001：产业链总览阶段化写作样本返修设计
+
+### 来源
+
+1. 用户指出 `有色的产业链总览.md` 仍存在 LME/SMM/SHFE/Trading Economics 术语未解释、`53 条线索/41 张页图` 没有展开、巨龙铜矿案例缺年份和具体时间的问题。
+2. `AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001`：阶段化写作流程 fp 复审有条件通过，允许下一步只以 `有色的产业链总览.md` 为样本文档，先修术语解释、数据线索展开和时间口径。
+
+### 目标
+
+把 `有色的产业链总览.md` 中仍偏内部工作语言的内容改成用户能直接读懂的报告语言。重点不是全量重写正文，而是验证阶段化流程中的“术语和口径阶段”与“人读润色阶段”能否解决用户指出的问题。
+
+### 范围
+
+1. 解释 LME、SMM、SHFE、Trading Economics 分别是什么，以及用户应该怎么理解这些来源。
+2. 把“53 条线索、41 张页图”改写为按品种展开的价格、库存和市场变量说明，说明哪些品种能读、怎么读、当前边界是什么。
+3. 把巨龙铜矿案例补充为明确时间口径：2025 年全年产量、销量和净利润；2026 年 1 月 23 日二期工程建成投产；30-35 万吨是二期达产后的年产量线索。
+
+### 边界
+
+本轮只修改 `有色的产业链总览.md` 一个样本文档，不全量重写 57 个文档，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把 DRAFT 观察写成正式行业结论、正式公司结论或交易建议。
+
+### 验收
+
+1. PASS：用户第一次看到 LME/SMM/SHFE/Trading Economics 时能理解其含义。
+2. PASS：正文不再用“53 条线索/41 张页图”替代解释，而能说明主要品种线索和阅读含义。
+3. PASS：巨龙铜矿案例有明确年份、日期和达产口径。
+4. FAIL：继续使用内部证据状态语言，或引入超出本轮范围的新补证任务。
+
+## 2026-06-27 12:51:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004：未深改子行业总览第一批核心理念返修设计
+
+### 来源
+
+1. 用户要求按“结论先行、逐步解释、含义落地”和“逐篇对照研报解析架构核心理念”原则，把所有输出文档继续改下去。
+2. `AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001` 和 `AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001` 已通过，允许该写法和复查流程作为后续核心文档返修口径。
+
+### 目标
+
+先处理尚未深度返修的子行业总览入口，把占位式总览改成用户能看懂的研究结论：先说明这条主线代表什么研究含义，再用 2-3 条线索解释为什么，最后落到公司分层、边界和下一步。
+
+### 范围
+
+1. `子行业/小金属_总览.md`
+2. `子行业/稀土_总览.md`
+3. `子行业/锂钴镍_总览.md`
+4. `子行业/钼_总览.md`
+5. `子行业/锗镓铟_总览.md`
+
+### 边界
+
+本轮只处理 5 个子行业总览文件，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式行业结论、正式公司结论、正式指标或交易建议。
+
+### 验收
+
+1. PASS：每篇先给清晰结论或观察状态，并说明研究含义。
+2. PASS：每篇至少解释 2-3 条线索分别说明什么、为什么能支撑结论。
+3. PASS：去除“事实句覆盖”“提及频次”等内部证明语言作为正文判断依据。
+4. PASS：保留 DRAFT、DATA_GAP_REVIEW 或证据不足边界。
+5. FAIL：只列数据不解释，或把研究入口写成推荐、买卖建议、目标价或收益承诺。
+
+## 2026-06-27 13:02:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005：未深改子行业市场分析第一批核心理念返修设计
+
+### 来源
+
+承接 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004`。总览文件改为结论先行后，市场分析文件仍存在模板化问题：只写价格库存是候选、供需利润传导、市场显影，但没有解释“这些市场数据合起来怎么读”。
+
+### 目标
+
+把 5 个未深改子行业市场分析文件改成数据解释型市场页：先说明市场结论或观察状态，再解释价格、库存、供给、需求、公司弹性分别回答什么问题，最后给出边界。
+
+### 范围
+
+1. `子行业/小金属_市场分析.md`
+2. `子行业/稀土_市场分析.md`
+3. `子行业/锂钴镍_市场分析.md`
+4. `子行业/钼_市场分析.md`
+5. `子行业/锗镓铟_市场分析.md`
+
+### 边界
+
+本轮只处理 5 个市场分析文件，不处理详细介绍和公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式价格指标、正式行业结论或交易建议。
+
+### 验收
+
+1. PASS：每篇能解释市场数据应该怎么读，而不是只列“价格库存候选”。
+2. PASS：每篇能说明价格、库存、供给、需求或公司弹性中的至少三项分别回答什么问题。
+3. PASS：证据不足的品种明确写成观察或 `DATA_GAP_REVIEW`。
+4. FAIL：只换标题不改逻辑，或把候选数据写成正式指标。
+
+## 2026-06-27 13:10:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-006：未深改子行业详细介绍第一批核心理念返修设计
+
+### 来源
+
+承接总览和市场分析两批返修。未深改子行业详细介绍文件仍以“变量模型、证明卡、货流钱流利润流”模板为主，读者能看到栏目，但不容易理解产业链到底如何运行、利润为什么会流到某个环节、公司为什么可能受益或不受益。
+
+### 目标
+
+把 5 个详细介绍文件从资料卡改成解释文：先给结论，再解释产业链运行、利润传导、公司读法和证据边界。
+
+### 范围
+
+1. `子行业/小金属_详细介绍.md`
+2. `子行业/稀土_详细介绍.md`
+3. `子行业/锂钴镍_详细介绍.md`
+4. `子行业/钼_详细介绍.md`
+5. `子行业/锗镓铟_详细介绍.md`
+
+### 边界
+
+本轮只处理 5 个详细介绍文件，不处理公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式行业结论、正式公司结论、正式指标或交易建议。
+
+### 验收
+
+1. PASS：每篇能解释产业链如何运行，而不是只给表格。
+2. PASS：每篇能解释利润为什么可能留在资源端、加工端、材料端或被公司结构稀释。
+3. PASS：每篇能说明公司进入深读入口的原因和核验边界。
+4. FAIL：继续以变量表格替代正文解释，或把 DRAFT 观察写成正式结论。
+
+## 2026-06-27 13:13:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001：市场分析第一批数据落正文修复设计
+
+### 来源
+
+`AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001` 复审指出：5 篇市场分析中，除 `锗镓铟_市场分析.md` 已明确 `DATA_GAP_REVIEW` 外，其余 4 篇仍偏“应该怎么看数据”，没有把本轮已有具体市场数据或明确数据缺口落到正文。
+
+### 目标
+
+按审核员最小修复要求，只修 4 篇市场分析，新增“本轮可用数据 / 数据缺口怎么读”段落，让用户看到当前市场数据本身说明什么、不能说明什么。
+
+### 范围
+
+1. `子行业/小金属_市场分析.md`
+2. `子行业/稀土_市场分析.md`
+3. `子行业/锂钴镍_市场分析.md`
+4. `子行业/钼_市场分析.md`
+
+`锗镓铟_市场分析.md` 本轮不修改。
+
+### 边界
+
+不补新资料，不重新读取全部 raw，不全量重写 57 个文档，不重启 PASS-017，不新增同类旧缺口补证 PASS，不改详细介绍和公司页，不把候选数据写成正式指标。
+
+### 验收
+
+1. PASS：4 篇均列出 1-3 组现有数据或明确数据缺口。
+2. PASS：4 篇均解释这些数据或缺口对市场阶段、供需、价格或公司弹性的含义。
+3. FAIL：继续只写方法，或把候选数据写成正式趋势判断。
+
+## 2026-06-27 13:18:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001：稀土公司页第一批核心理念返修设计
+
+### 来源
+
+用户要求所有输出文档按结论先行、逐步解释、含义落地和核心理念复查原则继续返修。稀土相关公司页仍是模板化公司证据卡，缺少公司为什么进入深读入口、利润如何传导、资源端和材料端有什么不同。
+
+### 目标
+
+把 4 个稀土公司页改成用户可读的公司观察页：先给观察结论，再解释公司在稀土链条中的位置、利润传导、触发条件、失效条件和证据边界。
+
+### 范围
+
+1. `公司/中国稀土.md`
+2. `公司/北方稀土.md`
+3. `公司/盛和资源.md`
+4. `公司/金力永磁.md`
+
+### 边界
+
+本轮只处理 4 个稀土公司页，不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。
+
+### 验收
+
+1. PASS：每篇说明公司为什么进入深读入口。
+2. PASS：资源/分离公司和磁材公司分开解释。
+3. PASS：每篇说明需要核验的官方资料和失效条件。
+4. FAIL：继续用“公司相关暴露/待字段化核验”替代公司读法。
+
+## 2026-06-27 13:18:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001：能源金属公司页第一批核心理念返修设计
+
+### 来源
+
+用户要求所有核心输出文档按结论先行、逐步解释、含义落地和核心理念复查原则继续返修。能源金属公司页仍需要把锂价、钴镍价格、资源成本、项目节奏、订单和现金流如何影响公司观察讲清楚。
+
+### 目标
+
+把 4 个能源金属公司页改成用户可读的公司观察页：先给观察结论，再解释公司在锂、钴、镍或材料链条中的位置、利润传导、触发条件、失效条件和证据边界。
+
+### 范围
+
+1. `公司/赣锋锂业.md`
+2. `公司/天齐锂业.md`
+3. `公司/中矿资源.md`
+4. `公司/华友钴业.md`
+
+### 边界
+
+本轮只处理 4 个能源金属公司页，不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。
+
+### 验收
+
+1. PASS：每篇先说明公司为什么进入深读入口。
+2. PASS：每篇能解释价格、资源成本、项目节奏、订单或加工利润如何影响公司观察。
+3. PASS：每篇说明需要核验的官方资料、触发条件和失效条件。
+4. FAIL：继续用概念、队列或价格涨跌替代公司读法。
+
+## 2026-06-27 13:23:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001：钼和黄金公司页第一批核心理念返修设计
+
+### 来源
+
+用户要求所有核心输出文档继续按结论先行、逐步解释、含义落地和核心理念复查原则返修。钼和黄金公司页仍是模板化公司证据卡语言，缺少公司为什么进入深读入口、价格如何传导到利润、产量成本和业务占比为什么重要。
+
+### 目标
+
+把 5 个钼和黄金公司页改成用户可读的公司观察页：先给观察结论，再解释公司在钼或黄金链条中的位置、价格/产量/成本/业务占比的传导、触发条件、失效条件和证据边界。
+
+### 范围
+
+1. `公司/洛阳钼业.md`
+2. `公司/金钼股份.md`
+3. `公司/山东黄金.md`
+4. `公司/中金黄金.md`
+5. `公司/赤峰黄金.md`
+
+### 边界
+
+本轮只处理 5 个钼和黄金公司页，不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。
+
+### 验收
+
+1. PASS：每篇先说明公司为什么进入深读入口。
+2. PASS：每篇能解释金属价格、产量、成本、项目或业务占比如何影响公司观察。
+3. PASS：每篇说明需要核验的官方资料、触发条件和失效条件。
+4. FAIL：继续用“公司相关暴露/待字段化核验”替代公司读法。
+
+## 2026-06-27 13:27:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001：铝补充公司页核心理念返修设计
+
+### 来源
+
+用户要求所有核心输出文档继续按结论先行、逐步解释、含义落地和核心理念复查原则返修。神火股份和天山铝业仍是旧模板，公司进入深读入口的原因、成本曲线和加工结构如何影响利润没有讲清楚。
+
+### 目标
+
+把 2 个铝补充公司页改成用户可读的公司观察页：先给观察结论，再解释铝价、氧化铝成本、电力成本、产能、加工结构和库存变化如何传导到公司利润。
+
+### 范围
+
+1. `公司/神火股份.md`
+2. `公司/天山铝业.md`
+
+### 边界
+
+本轮只处理 2 个铝补充公司页，不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。
+
+### 验收
+
+1. PASS：每篇先说明公司为什么进入深读入口。
+2. PASS：每篇能解释铝价、成本、产能或加工结构如何影响公司观察。
+3. PASS：每篇说明需要核验的官方资料、触发条件和失效条件。
+4. FAIL：继续用提及频次、相关暴露或待字段化核验替代公司读法。
+
+## 2026-06-27 13:30:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COPPER-OVERVIEW-REPAIR-001：铜总览核心理念返修设计
+
+### 来源
+
+盘点核心文档状态时发现 `铜_总览.md` 仍为普通 `DRAFT_FOR_REVIEW`，且存在“价格和库存线索较多、页图已恢复”等内部证据状态表达，没有完全按结论先行、逐步解释和含义落地的新口径写清楚。
+
+### 目标
+
+把 `铜_总览.md` 改成用户可读的铜主线总览：先说明“优先跟踪”是什么意思，再解释铜矿、库存、TC/RC、需求和公司分层如何共同支撑资源端优先观察。
+
+### 范围
+
+1. `子行业/铜_总览.md`
+
+### 边界
+
+本轮只处理 `铜_总览.md`，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式行业结论、交易建议、目标价或收益承诺。
+
+### 验收
+
+1. PASS：说明“铜是优先跟踪主线”不等于买入排序。
+2. PASS：解释铜价、库存、TC/RC 分别回答什么问题。
+3. PASS：说明资源端、综合铜企和材料端公司怎么分层。
+4. FAIL：继续用线索数量、页图、内部证据状态替代正文判断。
+
+## 2026-06-27 13:33:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001：遗留内部语言清理设计
+
+### 来源
+
+全文检索发现部分已返修或早期通过的核心文档仍残留 `mention_count`、被提及次数、证据卡、页图、待字段化核验等内部工作语言。用户已明确这些内容不应作为用户正文判断依据。
+
+### 目标
+
+对代表性残留文件做最小清理：去掉内部统计证明口径，改为公司为什么进入深读入口、关键变量如何传导、还缺哪些官方资料。
+
+### 范围
+
+1. `公司/中钨高新.md`
+2. `公司/厦门钨业.md`
+3. `公司/湖南黄金.md`
+4. `公司/紫金矿业.md`
+5. `公司/中国铝业.md`
+6. `公司/云铝股份.md`
+7. `公司/江西铜业.md`
+8. `公司/铜陵有色.md`
+9. `子行业/铜_详细介绍.md`
+
+### 边界
+
+本轮只清理上述文件的内部语言和解释链，不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。
+
+### 验收
+
+1. PASS：正文不再用 mention_count、被提及次数或证据卡字段证明公司价值。
+2. PASS：每篇先说明公司为什么进入深读入口。
+3. PASS：每篇解释价格、业务线、项目或成本如何传导到公司观察。
+4. FAIL：继续把内部证据状态作为用户正文判断。
+
+## 2026-06-27 13:44:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-RESIDUAL-CLEANUP-FIX-001：遗留内部语言清理复审问题修复
+
+### 来源
+
+审核员在 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001` 中确认 `铜_总览.md` 可通过，但指出遗留内部语言清理仍有四处最小问题：`中国铝业.md` 的“优先字段化核验”、`江西铜业.md` 和 `铜陵有色.md` 的“正式公司证据卡”、`铜_详细介绍.md` 的“公司提及”、以及自检摘要范围元数据不一致。
+
+### 目标
+
+只修复审核员指出的四项文本和元数据问题，把内部工作语言改成用户可理解的公司读法、深读队列和正式结论前置材料表达。
+
+### 范围
+
+1. `公司/中国铝业.md`
+2. `公司/江西铜业.md`
+3. `公司/铜陵有色.md`
+4. `子行业/铜_详细介绍.md`
+5. `核心理念复查_遗留内部语言清理自检摘要.md`
+
+### 边界
+
+本轮不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不扩大到全部 57 个核心文档。收到复审前已经启动的轻量状态统一和表达替换不作为本次阻断项复审范围；本次重提只要求审核上述四项最小修复是否解除。
+
+### 验收
+
+1. PASS：不再出现“优先字段化核验”。
+2. PASS：不再用“正式公司证据卡”作为用户正文升级目标。
+3. PASS：不再用“公司提及不等于推荐”这种内部抽取语言。
+4. PASS：自检摘要范围和边界一致。
+
+## 2026-06-27 13:50:00 DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001：核心阅读入口状态同步
+
+### 来源
+
+核心正文已分批完成 `READABILITY_CONTENT_REPAIR`，扫描显示两个总览、9 个子行业三件套和 27 个公司页均已进入可读性返修状态，但 `核心阅读入口.md` 仍停留在旧的 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 降级说明，容易误导用户以为所有核心正文仍只是结构占位稿。
+
+### 目标
+
+同步核心阅读入口状态：说明当前 56 个核心正文已经从结构占位稿推进为 DRAFT 用户阅读稿，同时保留正式输出、正式指标、交易建议和证据核验边界。
+
+### 范围
+
+1. `核心阅读入口.md`
+2. `result_index.md`
+3. `案例问题记录.md`
+
+### 边界
+
+本轮只同步入口状态和阅读说明，不补新资料，不重写正文，不重启 PASS-017，不新增同类补证 PASS，不把 DRAFT 升级为正式结论或对外交付版本。
+
+### 验收
+
+1. PASS：入口不再宣称全部核心文档只是结构草稿。
+2. PASS：入口明确 56 个核心正文为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。
+3. PASS：入口保留正式输出前的原始表格行、日期、单位、官方来源和数值一致性核验边界。
+4. FAIL：把 DRAFT 阅读稿写成正式行业结论、正式公司结论、正式指标或交易建议。
diff --git "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\256\241\346\240\270\350\247\204\350\214\203.md" "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\256\241\346\240\270\350\247\204\350\214\203.md"
index 821ea59..e56d4bf 100644
--- "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\256\241\346\240\270\350\247\204\350\214\203.md"
+++ "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\256\241\346\240\270\350\247\204\350\214\203.md"
@@ -18,19 +18,23 @@
有色专业审核依据：
-1. `有色研报解析方案.md`
-2. `案例分析设计.md`
-3. `案例执行日志.md`
-4. `案例审计报告.md`
-5. `案例存储体系.md`
+1. `案例分析规范.md`
+2. `有色研报解析方案.md`
+3. `案例分析设计.md`
+4. `案例执行日志.md`
+5. `案例审计报告.md`
+6. `案例存储体系.md`
如本文件、有色方案或具体设计与父级审核规范冲突，审核员先按父级审核规范执行，并把冲突记录为审计问题或规范维护事项。
+
+审核有色研报案例前，审核员必须读取本目录 `案例分析规范.md`，并把它作为判断分析员是否按有色本地分析规范执行的必查依据。未读取本目录 `案例分析规范.md` 时，不得仅凭消息摘要、结果文件或父级审核规范给出通过结论。
## 2. 当前自定义状态
| 项 | 当前口径 |
|---|---|
| 审核主流程 | 无额外覆写，按父级 `../案例审核规范.md` 的阶段门和审核类型执行 |
+| 审核前置阅读 | 必须读取本目录 `案例分析规范.md`，确认分析员应遵守的有色本地分析补充、父级继承关系和禁止事项 |
| 行业方案审核 | 按父级行业方案审核要求检查 `有色研报解析方案.md` 是否可执行 |
| 设计审核 | 按父级设计审核要求检查本目录 `案例分析设计.md` |
| 执行审核 | 按父级执行审核、存储审核、输出审核和结论边界审核执行 |
@@ -40,15 +44,16 @@
审核员在父级审核清单之外，补充检查：
-1. 有色边界、细分方向、核心变量、输出方案、专属表和缺口是否维护在 `有色研报解析方案.md`，而不是散落到本规范。
-2. 有色真实案例是否登记到父级 `../案例总纲.md`，本目录是否未创建平行 `案例总纲.md`。
-3. `案例分析设计.md` 是否把同一长期有色研究目标作为一个案例处理，并用 `batch_id`、`run_id` 区分多轮资料读取。
-4. 有色 raw 原始资料是否进入行业统一 raw 池，未按 case、batch 或 run 分散存放。
-5. 本轮是否需要公开资料补充、市场反向补漏或 darkline；需要时是否按父级要求使用 `darkline` 并留痕。
-6. 有色输出是否仍以行业视图、市场视图、公司视图为核心，不被细分方向文档替代。
-7. 有色方案如在执行中被优化，是否在执行后回写维护记录并保留审核入口。
-8. 单篇定位、批量最低产物、`unresolved_data_gap.csv`、`source_gap_audit.csv`、主动补数据、基础事实卡、数据卡和场景影响映射，是否按父级审核规范检查。
-9. 有色市场反向补漏是否按父级要求检查近 3 个月强显影股票、核心业务重归因、scope 闸门、补资料清单和排除记录。
+1. 本目录 `案例分析规范.md` 是否已读取；分析员本轮工作是否符合其中的父级继承关系、有色本地补充、禁止事项和 darkline 使用要求。
+2. 有色边界、细分方向、核心变量、输出方案、专属表和缺口是否维护在 `有色研报解析方案.md`，而不是散落到本规范。
+3. 有色真实案例是否登记到父级 `../案例总纲.md`，本目录是否未创建平行 `案例总纲.md`。
+4. `案例分析设计.md` 是否把同一长期有色研究目标作为一个案例处理，并用 `batch_id`、`run_id` 区分多轮资料读取。
+5. 有色 raw 原始资料是否进入行业统一 raw 池，未按 case、batch 或 run 分散存放。
+6. 本轮是否需要公开资料补充、市场反向补漏或 darkline；需要时是否按父级要求使用 `darkline` 并留痕。
+7. 有色输出是否仍以行业视图、市场视图、公司视图为核心，不被细分方向文档替代。
+8. 有色方案如在执行中被优化，是否在执行后回写维护记录并保留审核入口。
+9. 单篇定位、批量最低产物、`unresolved_data_gap.csv`、`source_gap_audit.csv`、主动补数据、基础事实卡、数据卡和场景影响映射，是否按父级审核规范检查。
+10. 有色市场反向补漏是否按父级要求检查近 3 个月强显影股票、核心业务重归因、scope 闸门、补资料清单和排除记录。
## 4. 审计记录
diff --git "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\256\241\350\256\241\346\212\245\345\221\212.md" "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\256\241\350\256\241\346\212\245\345\221\212.md"
index 8c7a644..b3caf9b 100644
--- "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\256\241\350\256\241\346\212\245\345\221\212.md"
+++ "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\345\256\241\350\256\241\346\212\245\345\221\212.md"
@@ -2026,3 +2026,1887 @@
边界：
本次通过只覆盖元数据状态一致性修复，不改变 PASS-019 的 DRAFT 性质；页图生成仍不等于正式表格证据通过，正式升级前仍需人工表头、单位、日期、来源、原始表格行和数值一致性核验。
+
+## AUDIT-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-20260626-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-20260626-001
+- 审计类型：有色本地方案复审 / 用户核心阅读结构收敛
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260626210205891_0c5e4de6
+- 消息创建时间：2026-06-26T21:02:05+08:00
+- 关联任务：TASK-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-REVIEW-20260626
+- 关联运行：RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+审核前置阅读：
+
+1. 已读取本目录 `案例分析规范.md`，确认有色行业范围、细分方向、核心变量、输出文档和专属表统一维护在 `有色研报解析方案.md`。
+2. 已确认本目录 `案例分析规范.md` 要求：有色方案不足时先补方案，不直接读研报；不得取消父级总纲登记、设计冻结、设计审核、执行日志、执行审核、问题闭环和结论回写。
+
+审核对象：
+
+1. `ana-doc/有色案例/有色研报解析方案.md`
+2. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001`
+
+前置核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 有色分析规范前置阅读 | PASS | 已按 `ana-doc/有色案例/案例审核规范.md` 要求先读取本目录 `案例分析规范.md` |
+| 修改时间 | PASS | `有色研报解析方案.md` mtime `2026-06-26 21:00:41`，`案例执行日志.md` mtime `2026-06-26 21:01:09`，均早于消息创建时间 |
+| 母版未被本轮修改 | PASS | `ana-doc/研报体系/研报解析架构.md` mtime 仍为 `2026-06-26 20:20:07`，本轮未修改母版 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+| 执行日志 | PASS | 已记录本轮只修改有色本地方案，不生成核心文档正文、不补新资料、不重启 PASS-017 |
+
+内容核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 核心阅读结构 | PASS | 用户核心阅读结构已收敛为 `有色的产业链总览.md`、`有色的市场情况总览.md`、子行业三件套和 `公司/<公司名>.md` |
+| 阅读顺序 | PASS | 已明确两个总览 -> 子行业总览 -> 子行业详细介绍 -> 子行业市场分析 -> 单公司页 |
+| 内部支撑材料分层 | PASS | 行业索引、公司横向同步总表、数据表索引、暗线线索总表、公开信息补充清单、公开信息抓取方案和待补资料清单已降为内部支撑或审核入口 |
+| 证据和治理入口保留 | PASS | 内部支撑材料仍可作为 `result_index.md`、证据链、审核或后续补证入口存在，未从治理链路删除 |
+| 父级边界 | PASS | 本轮符合“行业具体输出结构以行业本地方案为准”的已通过边界规则，未要求修改 `研报解析架构.md` |
+| 正式输出边界 | PASS | 未生成新核心文档正文，未补新资料，未升级 DRAFT 为正式行业结论、正式公司结论或对外交付版本 |
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 后续正式生成用户核心阅读文件时，仍需在 `result_index.md` 中提供必要入口；即使行业索引不属于用户核心阅读文档，结果入口也不能缺失。
+2. 内部支撑材料不进入用户核心阅读结构，不代表可以省略证据链、manifest、数据表、暗线分账、待补资料清单或审核入口。
+3. 单公司页仍不得写成买入、卖出、目标价、收益承诺或交易指令。
+
+审计结论：
+通过。允许本次有色用户核心阅读结构收敛作为后续 `ANA-YS-INDUSTRY-001` 的具体输出方案口径使用。
+
+是否阻断：
+不阻断方案生效；不要求补新资料、不要求重启 PASS-017、不要求新增同类补证 PASS。
+
+是否允许进入下一阶段：
+允许。后续可按两个总览、子行业三件套和单公司页组织有色 DRAFT 或正式输出；正式结论、正式指标或对外交付仍需单独设计审核、执行审核或输出审核。
+
+## AUDIT-ANA-YS-CORE-READING-DOCS-20260626-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-READING-DOCS-20260626-001
+- 审计类型：有色用户核心阅读文档生成输出审核
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260626233935380_8ac12bc6
+- 关联任务：TASK-ANA-YS-CORE-READING-DOCS-REVIEW-20260626
+- 关联运行：RUN-ANA-YS-CORE-READING-DOCS-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+审核前置核查：
+
+1. 已读取本目录 `案例分析规范.md`，确认有色案例需以 `有色研报解析方案.md` 和已审核 `案例分析设计.md` 作为具体实施依据。
+2. 已核验来源聊天记录入口 `MBX_SESSION_MARKER:run_20260624002656377_3369482c`，原文命中：“好那接下来 你按方案来输出 我要的核心文档？”。
+3. 已核查 `ana-doc/有色案例/有色研报解析方案.md` 6.0，确认用户核心阅读结构为两个总览、子行业三件套和单公司页，内部支撑材料不纳入用户核心输出文档。
+
+审核对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/`
+6. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`
+7. `ana-doc/有色案例/案例分析设计.md`，条目 `DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`
+8. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-CORE-READING-DOCS-001`
+
+核查结果：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 用户原文入口 | PASS | 已核验原始聊天记录，送审摘要与用户“按方案输出核心文档”的要求一致 |
+| 方案承接 | PASS | 输出结构承接有色方案 6.0：两个总览、9 个子行业三件套、单公司页 |
+| 产物数量 | PASS | 核心阅读目录 Markdown 合计 57 个：根目录入口/总览 3 个、子行业 27 个、公司页 27 个 |
+| 子行业结构 | PASS | 铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属均包含 `总览`、`详细介绍`、`市场分析` |
+| 公司页结构 | PASS | 27 个公司页已生成，均保留 DRAFT 和观察状态边界 |
+| DRAFT 状态 | PASS | 57 个 Markdown 均包含 `状态：DRAFT_FOR_REVIEW` |
+| 结果入口 | PASS | `result_index.md` 已把核心阅读入口、两个总览、子行业目录和公司目录置于核心文档优先位置，旧综合草稿和三类草稿降为过渡草稿和证据入口 |
+| 风险词语境 | PASS | 抽查 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论` 等，均处于限制、否定或边界说明语境 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. `核心阅读入口.md` 可作为导航入口使用，但不应被解释为额外的核心正文类型；核心正文仍以两个总览、子行业三件套和单公司页为准。
+2. 文档中部分“一句话结论”“市场关键判断”应持续保持 DRAFT/观察/研究排序语境，正式输出前仍需输出审核。
+3. 公司页后续若升级为正式公司结论，必须补官方来源、主营暴露、产能/资源、利润弹性、触发条件和失效条件核验。
+
+审计结论：
+通过。允许本次有色核心阅读文档作为 `ANA-YS-INDUSTRY-001` 的 `DRAFT_FOR_REVIEW` 用户核心阅读入口继续使用。
+
+是否阻断：
+不阻断；不要求补新资料、不要求重启 PASS-017、不要求新增同类补证 PASS。
+
+是否允许进入下一阶段：
+允许在 DRAFT 范围内供用户阅读和继续迭代。正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本仍需单独输出审核或执行审核。
+
+## AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001
+- 审计类型：有色市场总览数据支撑修正复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260626235604155_edb1d0a4
+- 消息创建时间：2026-06-26T23:56:04+08:00
+- 关联任务：TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-20260627
+- 关联运行：RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+审核前置核查：
+
+1. 已读取本目录 `案例分析规范.md`，确认有色案例应以父级规范、本地方案和 `案例分析设计.md` 执行。
+2. 已读取本目录 `案例审核规范.md`，确认审核前必须读取本目录 `案例分析规范.md`，并检查分析员是否按有色本地分析规范执行。
+3. 已核验来源聊天记录入口 `MBX_SESSION_MARKER:run_20260624002656377_3369482c`，原文命中：“市场的核心是数据，所有市场的结论必须有数据支撑……总市场文档都没有一点数据……是因为你没有数据还是你执行不到位？”。
+
+审核对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/nonferrous_market_view_draft.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`
+4. `ana-doc/有色案例/案例分析设计.md`，条目 `DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001`
+5. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001`
+
+内容核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 用户原文入口 | PASS | 已核验用户原文，送审摘要与“市场结论必须有数据支撑”的要求一致 |
+| 原因判断 | PASS | 旧市场草稿和原研报价格库存线索表中已有数据，问题属于核心文档迁移执行不到位，不是完全无数据 |
+| 核心市场数据卡 | PASS | 市场总览已列出铜、铝、镍、锡、金、银、锂、钴、稀土等价格/库存入口，并标注 DRAFT 或缺口状态 |
+| 原研报线索统计 | PASS | 已列示 53 条原研报价格/库存/市场候选、38 条已有外部来源候选映射、15 条仍需补核、41 张已恢复页图 |
+| 市场变量覆盖度 | PASS | 已列示 price 1081、supply 994、demand 495、cost 318、inventory 248、risk 215、policy 185、margin 42 |
+| 结论和数据对应 | PASS | 已补“结论和数据对应关系”，用 `DATA_PARTIAL`、`DATA_GAP_REVIEW`、`DRAFT_FOR_REVIEW` 区分结论强度 |
+| 风险边界 | PASS | `交易指令`、`正式指标`、`目标价`、`收益承诺` 等均处于限制或边界语境 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+
+时序核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 文件系统落地时间 | PASS | 市场总览、设计文档、执行日志 mtime 分别为 2026-06-26 23:54:03、23:54:41、23:55:04，早于消息创建时间 23:56:04 |
+| 正文记录时间 | FAIL | 设计条目标题写为 2026-06-27 00:03:00，执行日志条目标题写为 2026-06-27 00:05:00，晚于送审消息创建时间，形成正式记录时序不一致 |
+
+发现问题：
+
+1. 阻断问题：设计和执行日志的正文记录时间晚于本次送审消息创建时间。即使文件系统落地时间早于送审，正式文档中的记录时间仍会造成“先送审、后设计/执行”的审计歧义，不能直接通过。
+
+必须修复项：
+
+1. 不需要补新资料，不需要重跑市场数据，不需要新增同类补证 PASS。
+2. 需要追加一个最小元数据时序修正记录，说明 `DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001` 和 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001` 的标题记录时间存在未来时间错误，并给出文件系统落地时间或正确记录口径。
+3. 修复后重新提交复审，复审只核时序修正和是否未扩大范围。
+
+审计结论：
+需补充。内容层面的数据支撑修正可接受，但正式记录时序存在阻断性元数据问题，暂不通过。
+
+是否阻断：
+阻断本次审核通过；不阻断当前 DRAFT 文档继续作为内部自检对象。不得把本次市场总览数据支撑修正宣称为已审核通过，直到时序元数据修正复审通过。
+
+是否允许进入下一阶段：
+暂不允许基于本次修正进入下一阶段审核。允许分析员做最小元数据时序修正后重提；不得借此新增补证、重启 PASS-017 或扩大市场数据范围。
+
+## AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-20260627-001
+- 审计类型：有色市场总览数据支撑修正时序元数据复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627000111161_19695d14
+- 消息创建时间：2026-06-27T00:01:11+08:00
+- 关联任务：TASK-ANA-YS-MARKET-DATA-SUPPORT-FIX-REVIEW-RESUBMIT-20260627
+- 前序审计：AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+复审范围：
+
+本次只复核前序审计提出的时序元数据阻断问题是否解除，不重新扩大为市场数据补证、PASS 重跑或核心文档内容升级审核。
+
+复审对象：
+
+1. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001`
+2. `ana-doc/有色案例/案例分析设计.md`，条目 `DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+
+复审结果：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 有色分析规范前置阅读 | PASS | 已读取本目录 `案例分析规范.md`，确认本轮仍按有色本地继承口径审核 |
+| 时序说明记录 | PASS | `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001` 已说明前序设计/执行标题时间写成未来时间，属于元数据标题错误 |
+| 正确时序口径 | PASS | 已记录市场总览、设计文档、执行日志文件系统落地时间分别为 2026-06-26 23:54:03、23:54:41、23:55:04，均早于原送审消息 2026-06-26T23:56:04+08:00 |
+| 本次重提时序 | PASS | `案例执行日志.md` 当前 mtime 为 2026-06-27 00:00:14，早于本次重提消息 2026-06-27T00:01:11+08:00 |
+| 范围控制 | PASS | `案例分析设计.md` 和 `有色的市场情况总览.md` mtime 仍分别为 2026-06-26 23:54:41、23:54:03，未见本轮扩大内容修改 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+
+发现问题：
+
+未发现新的阻断问题。
+
+非阻断提醒：
+
+1. 前序标题时间错误已通过追加时序说明解除审计歧义，但原错误标题仍保留在文档中；后续引用该 run 时应同时引用本次时序说明。
+2. 市场总览数据支撑修正仍保持 `DRAFT_FOR_REVIEW`，其中 DRAFT 数据、DATA_PARTIAL、DATA_GAP_REVIEW 不得升级解释为正式指标。
+
+审计结论：
+通过。前序 `AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001` 的时序元数据阻断问题已解除；允许市场总览数据支撑修正在 `DRAFT_FOR_REVIEW` 范围内继续使用。
+
+是否阻断：
+不阻断。无需补新资料、无需重跑市场数据、无需新增同类补证 PASS、无需重启 PASS-017。
+
+是否允许进入下一阶段：
+允许在 DRAFT 范围内继续作为用户核心阅读文档使用。正式指标、正式行业结论、正式公司结论、交易建议、目标价、收益承诺或对外交付版本仍需单独输出审核或执行审核。
+
+## AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001
+- 审计类型：AI 协作复盘 / 有色核心阅读文档质量漏审联合复盘审核
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627013202810_0153cfb4
+- 关联任务：TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627
+- 关联复盘：FP-ANA-YS-CORE-DOC-QUALITY-20260627-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`
+3. `ana-doc/有色案例/核心文档质量漏审复盘.md`
+4. `ana-doc/研报体系/研报解析架构.md`
+5. `ana-doc/有色案例/案例分析规范.md`
+6. `ana-doc/有色案例/案例审核规范.md`
+7. 样本文档：`有色的产业链总览.md`、`子行业/铜_详细介绍.md`、`子行业/铜_市场分析.md`、`公司/紫金矿业.md`
+8. 原始聊天入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+
+原始反馈核查：
+
+已从来源会话中核到用户原文要点：用户明确指出“不是这个文档而已，是大量文档都有问题，市场没有数据，结论没有案例，没有前因后果”，并要求分析员使用 fp 技能和审核员一起复盘，重新查看 `研报解析架构.md`，盘点为什么分析员不知道输出有问题、审核员也审核不出问题。复盘触发条件成立，不能按单文件市场总览缺数据处理。
+
+复核结果：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| fp 触发条件 | PASS | 用户明确要求 fp 联合复盘，且问题属于 AI 协作漏审 |
+| 用户反馈覆盖 | PASS | 复盘稿覆盖“大量文档”“市场没有数据”“结论没有案例”“没有前因后果”，没有压缩为单一市场总览问题 |
+| 母版要求引用 | PASS | 已回到 `研报解析架构.md` 的数据、案例、前因后果、横向对比、公司含义和审核校验要求 |
+| 执行侧根因 | PASS | 复盘稿识别出分析员把目录结构生成误当成核心阅读文档完成，且未把写作底线转为逐文档验收 |
+| 审核侧根因 | PASS | 审核侧确认此前过度依赖文件数量、路径、状态、风险词和 DRAFT 边界，没有按人读质量抽样拦截 |
+| 样本文档抽查 | FAIL/CONFIRM | `铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md` 等样本确有模板化、数据/案例/前因后果不足问题 |
+| 降级口径 | PASS | 当前 57 个核心阅读文档应统一按 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价口径处理 |
+| 修复方案 | PASS | 先返修 4 个样本文档，再分批迁移其余文档，符合最小修复原则，不要求全量重跑 |
+| 反加码边界 | PASS | 不要求重读 359 份原始资料、不立即全量重写 57 个文档、不重启 PASS-017、不新增同类旧缺口补证 PASS |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+
+审核侧漏审原因：
+
+1. 我此前把 `DRAFT_FOR_REVIEW`、风险词未越界、文件数量齐全、result_index 入口完整误当成了通过的主要依据。
+2. 我没有把 `研报解析架构.md` 中“每个核心结论必须展开背景、数据、案例或证据、推理链、对公司和股票的含义”作为阻断性质量门。
+3. 我没有按文档类型抽样阅读总览、子行业详细、子行业市场分析和公司页，因此没有拦截“结构完整但读不到证据和前因后果”的问题。
+
+发现问题：
+
+1. 当前 57 个核心阅读文档不能继续被表述为合格用户核心阅读稿，只能作为结构草稿和返修基线。
+2. `DRAFT_FOR_REVIEW` 只能表示未正式发布，不能豁免核心阅读质量检查。
+3. 后续审核如仍只核状态、风险词、数量和边界，会重复漏审。
+
+必须修正项：
+
+1. 在 `result_index.md`、核心阅读入口或等价入口中明确当前 57 个核心阅读文档的整体降级口径：`STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价状态。
+2. 先返修 4 个样本文档：`有色的产业链总览.md`、`铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md`，并提交样本复审。
+3. 样本复审必须逐条检查数据、案例、前因后果、横向对比和公司含义；不得只以 DRAFT、风险词或目录完整作为通过依据。
+4. 复盘问题不得在样本返修和质量门复审前关闭。
+
+非阻断提醒：
+
+1. 不需要重新读取全部 359 份原始资料。
+2. 不需要立即全量重写 57 个文档。
+3. 不需要重启 PASS-017。
+4. 不需要围绕旧 PDF、网页归档、来源访问或公司官方源缺口新增同类补证 PASS。
+5. 若样本返修发现既有资料不足，应在正文降级并引用待补资料清单，不得为补齐漂亮结论而无限补资料。
+
+审计结论：
+有条件通过。复盘稿对用户反馈、执行侧问题、审核侧漏审和最小修复方案的判断成立；但这不是问题闭环完成。当前 57 个核心阅读文档必须降级为结构草稿待内容返修，允许进入“4 个样本文档返修 + 样本人读质量复审”阶段。
+
+是否阻断：
+阻断把当前 57 个核心阅读文档作为合格用户阅读稿继续使用；不阻断底层 evidence、manifest、页图、待补资料清单和已存在 DRAFT 研究材料作为返修输入继续使用。
+
+是否允许进入下一阶段：
+允许进入最小样本返修阶段。样本通过前，不允许宣称有色核心阅读文档质量问题已闭环；不允许对外发布为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或正式交付版本。
+
+## AUDIT-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-20260627-001
+- 审计类型：核心阅读文档质量漏审降级落地复核
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627014132011_5d82ce99
+- 前序审计：AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+复核范围：
+
+本次只复核前序 fp 联合复盘审核提出的“57 个核心阅读文档整体降级口径”是否落地，不复核 4 个样本文档返修质量，不扩大为新一轮核心文档内容审核。
+
+复核对象：
+
+1. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`
+3. `ana-doc/有色案例/案例分析设计.md`，条目 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001`
+4. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001`
+5. `ana-doc/有色案例/核心文档质量漏审复盘.md`
+6. `ana-doc/有色案例/案例问题记录.md`
+
+复核结果：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| result_index 降级 | PASS | 文件状态已改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并写入“重要降级说明” |
+| 核心阅读入口降级 | PASS | 文件状态已改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，并写入“当前降级状态” |
+| 57 个文档边界 | PASS | 已明确当前只能作为结构草稿和返修基线，不能称为合格用户核心阅读稿 |
+| 样本返修范围 | PASS | 已列出 4 个样本文档，不要求立即全量重写 57 个文档 |
+| 设计记录 | PASS | 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001` |
+| 执行日志 | PASS | 已登记 `RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001` |
+| 复盘稿回写 | PASS | `核心文档质量漏审复盘.md` 已回写本次审核回执和未闭环事项 |
+| 问题状态 | PASS | `案例问题记录.md` 仍为“复盘方案有条件通过，待样本返修”，未误关闭 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+
+发现问题：
+
+未发现新的阻断问题。
+
+非阻断提醒：
+
+1. 本次只确认降级落地，不代表 4 个样本文档已经返修通过。
+2. `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 仍不得关闭；关闭条件仍是样本返修方案或样本文档通过复审，并形成后续分批迁移质量门。
+3. 后续样本复审必须按数据、案例、前因后果、横向对比和公司含义做人读质量检查。
+
+审计结论：
+通过。前序 fp 联合复盘审核要求的整体降级已落地；允许进入 4 个样本文档返修阶段。
+
+是否阻断：
+不阻断样本文档返修；继续阻断把当前 57 个核心阅读文档作为合格用户阅读稿或正式交付版本使用。
+
+是否允许进入下一阶段：
+允许进入最小样本返修阶段。样本复审通过前，不允许宣称有色核心阅读文档质量问题已闭环。
+
+## AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001
+- 审计类型：fp 后续 / 有色核心阅读文档样本人读质量复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627014917112_5207603b
+- 关联任务：TASK-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-20260627
+- 关联运行：RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001
+- 前序审计：AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001；AUDIT-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+复审范围：
+
+本次只复审 4 个样本文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`
+6. `ana-doc/有色案例/案例分析设计.md`，条目 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-SAMPLE-REPAIR-001`
+7. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-001`
+
+复审依据：
+
+1. fp 规范：复盘后续落地应形成可复审结果，且不得层层加码。
+2. `AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`：样本复审必须逐条检查数据、案例、前因后果、横向对比和公司含义。
+3. `ana-doc/研报体系/研报解析架构.md`：核心阅读文档不能只有结论，必须展开背景、数据、案例或证据、推理链和公司含义。
+4. `ana-doc/有色案例/案例审核规范.md`：审核有色研报案例前必须读取本目录 `案例分析规范.md`，并按有色本地方案、设计和执行日志判断。
+
+复审结果：
+
+| 文档 | 数据 | 案例 / 证据入口 | 前因后果 | 横向对比 | 公司含义 / 边界 | 结论 |
+|---|---|---|---|---|---|---|
+| `有色的产业链总览.md` | PASS：列出铜 899、铝 707、金 432 等事实句覆盖，并引用 53 条价格库存线索、41 张页图 | PASS：引用巨龙铜矿、紫金矿业等资源端案例入口 | PASS：解释资源端为何成为第一主线、利润如何从矿端/冶炼/成本链流转 | PASS：按工业金属、贵金属、能源金属、战略小金属及公司类型对比 | PASS：保留 DRAFT 和非正式输出边界 | 通过 |
+| `铜_详细介绍.md` | PASS：列出 LME 铜、SMM、SHFE 铜价格库存入口、铜事实句约 899 条 | PASS：引用湿法铜、非洲冶炼、检修、TC/RC、巨龙铜矿等线索 | PASS：解释铜矿、冶炼、加工和终端需求的利润传导 | PASS：按资源端、冶炼综合铜企、矿服、材料链分层 | PASS：明确公司提及不等于推荐，结论仍为 DRAFT | 通过 |
+| `铜_市场分析.md` | PASS：列出 LME 铜现货、3 个月、库存、SMM 1# 电解铜、SHFE 铜库存和原研报铜线索 | PASS：引用供给扰动、TC/RC、库存、需求和公司池证据入口 | PASS：解释铜价是结果而非原因，并拆供给、冶炼、库存、需求四层 | PASS：横向对比铜、铝、锂钴镍、小金属、金银 | PASS：只给公司弹性排序方法，不给正式排序或交易建议 | 通过 |
+| `紫金矿业.md` | PASS：列出 mention_count=56、巨龙铜矿产量/利润、Manono 锂矿等 DRAFT 数据线索 | PASS：引用公司 IR/年报入口、巨龙铜矿、Manono 项目、券商观点分账 | PASS：解释铜、金、锂业务如何影响资源端多金属公司观察状态 | PASS：对比江西铜业/铜陵有色、中国铝业/云铝股份、赣锋锂业/天齐锂业 | PASS：明确不是正式公司结论，不写买卖、目标价或收益承诺 | 通过 |
+
+总体判断：
+
+4 个样本文档已从“结构占位稿”提升为“有人读价值的 DRAFT 样本”。它们能够展示如何把数据、案例、前因后果、横向对比和公司含义写入核心阅读文档，同时保留 DRAFT、DATA_PARTIAL、DATA_GAP_REVIEW 和正式输出边界。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 样本通过不等于正式行业结论、正式公司结论或正式指标通过。
+2. 样本中引用的 LME、SMM、SHFE、TC/RC、巨龙铜矿和 Manono 等数据仍需在正式输出前完成原始表格行、报告日期、单位口径、官方源和数值一致性核验。
+3. 其余 53 个核心阅读文档仍不得自动升级为合格稿；必须按本样本标准分批迁移或继续保持降级状态。
+
+审计结论：
+通过。允许以这 4 个样本文档作为后续分批迁移其余核心阅读文档的质量样本标准。
+
+是否阻断：
+不阻断后续分批迁移；继续阻断把尚未迁移的其余核心阅读文档作为合格用户核心阅读稿或正式交付版本使用。
+
+是否允许进入下一阶段：
+允许。下一阶段可按本样本标准分批迁移其余核心阅读文档，并逐批提交复审或在结果入口明确仍处于 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 的剩余范围。`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。
+
+## AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001
+- 审计类型：fp 后续 / 有色核心阅读文档铝链条分批迁移人读质量复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627020402267_4c2a8eb4
+- 关联任务：TASK-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-REVIEW-20260627
+- 关联运行：RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001
+- 前序审计：AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001；AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+复审范围：
+
+本次只复审铝链条 5 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`
+7. `ana-doc/有色案例/案例分析设计.md`，条目 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`
+8. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`
+
+复审依据：
+
+1. `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001` 通过的样本文档标准：数据、案例或证据入口、前因后果、横向对比、公司含义、DRAFT 边界。
+2. `ana-doc/研报体系/研报解析架构.md` 对核心阅读文档的要求：市场结论必须有数据支撑，关键结论必须展开背景、数据、案例或证据、推理链和公司含义。
+3. `ana-doc/有色案例/案例审核规范.md`：审核前必须读取本目录 `案例分析规范.md`，并按有色本地方案、设计和执行日志判断。
+
+复审结果：
+
+| 文档 | 数据 | 案例 / 证据入口 | 前因后果 | 横向 / 结构对比 | 公司含义 / 边界 | 结论 |
+|---|---|---|---|---|---|---|
+| `铝_总览.md` | PASS：列出 LME、SMM、SHFE、社会库存、铝棒库存、原研报价格库存线索和页图入口 | PASS：引用几内亚铝土矿、中东电解铝、俄铝库存流通受限和公司分层 | PASS：解释库存、供给、成本和利润传导 | PASS：对比铜、铝、小金属、锂钴镍，并拆公司层级 | PASS：保留 DRAFT 和非交易边界 | 通过 |
+| `铝_详细介绍.md` | PASS：列出铝事实句约 707 条、LME 铝价、库存、SMM/SHFE 和原研报候选值 | PASS：引用库存低位、几内亚铝土矿、氧化铝、中东和俄铝线索 | PASS：解释铝土矿、氧化铝、电解铝、加工、终端需求的传导 | PASS：对比铝与铜、小金属、锂钴镍的不同主变量 | PASS：公司映射为研究队列，不是推荐名单 | 通过 |
+| `铝_市场分析.md` | PASS：市场数据卡列出 LME、SMM、SHFE、社会库存、铝棒库存、全球显性库存等候选值 | PASS：引用供给扰动、需求、库存和公司队列证据入口 | PASS：拆供给、需求、成本利润和观察框架 | PASS：横向比较铜、小金属、锂，并列公司弹性排序维度 | PASS：明确不写买卖、目标价、收益承诺或交易指令 | 通过 |
+| `中国铝业.md` | PASS：列出铝事实句、价格、库存、供给事件和 mention_count 约 54 | PASS：引用一体化铝链、铝土矿/氧化铝/电解铝逻辑和后续官方核验清单 | PASS：解释铝土矿/氧化铝扰动、铝价库存与一体化成本优势的关系 | PASS：对比中国铝业、云铝股份/神火股份/天山铝业、南山铝业/明泰铝业 | PASS：明确只能作为一体化公司样本，非交易建议 | 通过 |
+| `云铝股份.md` | PASS：列出铝事实句、价格、库存、供给扰动和 mention_count 约 51 | PASS：引用低成本电解铝/绿电属性和官方核验清单 | PASS：解释铝价、库存、氧化铝/电力成本和吨铝利润弹性 | PASS：对比一体化铝链、低成本电解铝和铝加工公司 | PASS：明确只作观察公司，不输出正式公司结论 | 通过 |
+
+总体判断：
+
+铝链条 5 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把铝价、库存、供给扰动、成本曲线、公司类型和后续核验边界写入正文，明显优于原结构占位稿。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本次通过不等于正式铝行业结论、正式公司结论或正式指标通过。
+2. 文中 LME、SMM、SHFE、社会库存、铝棒库存、氧化铝、电力成本、中国铝业和云铝股份公司数据，正式输出前仍需补报告日期、原始表格行、单位/币种、官方源、hash 和数值一致性核验。
+3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。
+
+审计结论：
+通过。允许铝链条 5 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。
+
+是否阻断：
+不阻断下一批分批迁移；继续阻断把尚未迁移的其他核心阅读文档作为合格用户阅读稿或正式交付版本使用。
+
+是否允许进入下一阶段：
+允许。下一阶段可继续按已通过样本标准迁移其他子行业或公司文档，并逐批提交复审。`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。
+
+## AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-20260627-001
+- 审计类型：fp 后续 / 有色核心阅读文档锡锑链条分批迁移人读质量复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627022026515_bf98b44b
+- 关联任务：TASK-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-REVIEW-20260627
+- 关联运行：RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001
+- 前序审计：AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001；AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001；AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001；AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+复审范围：
+
+本次只复审锡锑链条 6 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锡锑_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/锡业股份.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华锡有色.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华钰矿业.md`
+7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`
+8. `ana-doc/有色案例/案例分析设计.md`，条目 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`
+9. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`
+
+复审依据：
+
+1. `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001` 通过的样本文档标准：数据、案例或证据入口、前因后果、横向对比、公司含义、DRAFT 边界。
+2. `ana-doc/研报体系/研报解析架构.md` 对核心阅读文档的要求：市场结论必须有数据支撑，关键结论必须展开背景、数据、案例或证据、推理链和公司含义。
+3. `ana-doc/有色案例/案例审核规范.md`：审核前必须读取本目录 `案例分析规范.md`，并按有色本地方案、设计和执行日志判断。
+
+复审结果：
+
+| 文档 | 数据 | 案例 / 证据入口 | 前因后果 | 横向 / 结构对比 | 公司含义 / 边界 | 结论 |
+|---|---|---|---|---|---|---|
+| `锡锑_总览.md` | PASS：列出锡周涨幅、SMM 锡锭、SHFE 锡库存、锡锭/锑锭价格、三氧化二锑和产量线索 | PASS：引用 AI-PCB/光模块、资源紧缺、海外大矿减产、开采配额和公司分层 | PASS：拆锡的电子/库存链条和锑的供给/需求链条 | PASS：对比锡锑、钨、稀土、铜铝 | PASS：公司只作研究队列，券商观点分账并保留 DRAFT 边界 | 通过 |
+| `锡锑_详细介绍.md` | PASS：列出锡价、库存、锑价、三氧化二锑、铅锑精矿和锑锭产销线索 | PASS：引用锡膏、AI-PCB、海外矿减产、华锡有色/华钰矿业/锡业股份等案例入口 | PASS：解释锡和锑不同利润流、供需和价格传导 | PASS：对比锡、锑、钨的需求、供给约束和公司筛选逻辑 | PASS：明确公司含义和触发/失效条件 | 通过 |
+| `锡锑_市场分析.md` | PASS：市场数据卡列出锡、锑价格、库存、产量和销售候选值 | PASS：引用供给收缩、AI-PCB/锡膏、阻燃/光伏/军工、公司弹性排序 | PASS：拆锡的需求库存传导和锑的资源供给传导 | PASS：横向比较锡业股份、华锡有色、华钰矿业、湖南黄金 | PASS：明确所有价格、库存和产量仍为 DRAFT 候选 | 通过 |
+| `锡业股份.md` | PASS：列出 SMM/SHFE、研报锡价、锡膏/AI-PCB 和公司线索 | PASS：把锡业股份定位为锡资源和精锡产量核验样本 | PASS：解释锡价、库存、电子需求到公司利润弹性的条件 | PASS：对比锡业股份、华锡有色、华钰矿业、湖南黄金 | PASS：明确非交易建议和正式公司结论边界 | 通过 |
+| `华锡有色.md` | PASS：列出锡精矿、铅锑精矿、锑锭、销量、毛利率和矿山资源线索 | PASS：引用铜坑矿、高峰矿、佛子冲铅锌矿和锡锑多金属资源 | PASS：解释锡锑价格和多金属产品占比对利润弹性的影响 | PASS：对比锡业股份、华钰矿业、湖南黄金 | PASS：明确需核官方源、hash、原文页或表格行 | 通过 |
+| `华钰矿业.md` | PASS：列出锑价、三氧化二锑、供给收缩和业务暴露缺口 | PASS：把华钰矿业作为锑/铅锌/银资源线索，不把券商观点当结论 | PASS：解释锑价到公司利润传导取决于项目权益、产量和成本 | PASS：对比华钰矿业、华锡有色、湖南黄金、锡业股份 | PASS：明确 DATA_GAP_REVIEW、非交易建议和正式结论边界 | 通过 |
+
+总体判断：
+
+锡锑链条 6 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把锡价库存、锑价供给、AI-PCB/锡膏需求、阻燃/光伏/军工需求、公司分账、横向比较和后续核验边界写入正文，明显优于原结构占位稿。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本次通过不等于正式锡锑行业结论、正式公司结论或正式指标通过。
+2. 文中锡锭、锑锭、三氧化二锑、铅锑精矿、锑锭产销、锡业股份、华锡有色、华钰矿业等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。
+3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。
+
+审计结论：
+通过。允许锡锑链条 6 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。
+
+是否阻断：
+不阻断下一批分批迁移；继续阻断把尚未迁移的其他核心阅读文档作为合格用户阅读稿或正式交付版本使用。
+
+是否允许进入下一阶段：
+允许。下一阶段可继续按已通过样本标准迁移其他子行业或公司文档，并逐批提交复审。`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。
+
+## AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-20260627-001
+- 审计类型：fp 后续 / 有色核心阅读文档钨链条分批迁移人读质量复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627021142148_3b1c7db3
+- 关联任务：TASK-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-REVIEW-20260627
+- 关联运行：RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001
+- 前序审计：AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001；AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001；AUDIT-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+复审范围：
+
+本次只复审钨链条 7 个核心阅读文档的人读质量，不审核全部 57 个核心阅读文档，不升级为正式行业结论审核，不要求重新读取全部 359 份原始资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钨_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/章源钨业.md`
+7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`
+8. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`
+9. `ana-doc/有色案例/案例分析设计.md`，条目 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`
+10. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`
+
+复审依据：
+
+1. `AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001` 通过的样本文档标准：数据、案例或证据入口、前因后果、横向对比、公司含义、DRAFT 边界。
+2. `ana-doc/研报体系/研报解析架构.md` 对核心阅读文档的要求：市场结论必须有数据支撑，关键结论必须展开背景、数据、案例或证据、推理链和公司含义。
+3. `ana-doc/有色案例/案例审核规范.md`：审核前必须读取本目录 `案例分析规范.md`，并按有色本地方案、设计和执行日志判断。
+
+复审结果：
+
+| 文档 | 数据 | 案例 / 证据入口 | 前因后果 | 横向 / 结构对比 | 公司含义 / 边界 | 结论 |
+|---|---|---|---|---|---|---|
+| `钨_总览.md` | PASS：列出钨事实句约 325 条、钨精矿、APT、碳化钨粉和页图入口 | PASS：引用开采总量控制、战略资源、高端制造和公司分层 | PASS：解释供给约束、价格链条、需求端和公司弹性传导 | PASS：对比钨、稀土、锑、钼等品种 | PASS：明确研究队列和非交易边界 | 通过 |
+| `钨_详细介绍.md` | PASS：列出钨价格链条和事实句基础 | PASS：引用供给管制、电子/国防/高端制造、PCB 钻针、金洲精工等案例 | PASS：解释资源端、中游材料端、终端需求和利润流 | PASS：对比钨与稀土、锑、钼、铜铝 | PASS：公司含义拆到资源端、材料端、刀具端 | 通过 |
+| `钨_市场分析.md` | PASS：市场数据卡列出钨精矿、65%黑钨精矿、APT、碳化钨粉和原研报线索 | PASS：引用价格链条、下游补库、PCB 钻针、数控刀具和硬质合金 | PASS：拆供给端、需求端和利润传导 | PASS：对比钨、稀土、锑、铜铝，并给公司弹性排序口径 | PASS：明确不写买卖、目标价、收益承诺或交易指令 | 通过 |
+| `中钨高新.md` | PASS：列出 mention_count、钨价格链条、毛利和利润图表线索 | PASS：引用金洲精工、PCB 钻针、五矿钨产业平台 | PASS：解释原料成本和产品提价能力的双向影响 | PASS：对比中钨高新、厦门钨业、章源钨业、湖南黄金 | PASS：明确材料端和刀具端传导能力，非正式公司结论 | 通过 |
+| `厦门钨业.md` | PASS：列出 mention_count、钨价格链条和业务标签 | PASS：引用钨、稀土、材料复合线索和券商观点分账 | PASS：解释钨价上涨如何可能留在资源/材料端或被成本吞噬 | PASS：对比中钨高新、章源钨业、湖南黄金 | PASS：明确需拆业务线，非交易建议 | 通过 |
+| `章源钨业.md` | PASS：列出钨价格链条、供给约束和下游需求线索 | PASS：引用资源端、钨制品、相关标的分账 | PASS：解释资源端收益和制品端成本传导的差异 | PASS：对比章源钨业、中钨高新、厦门钨业、湖南黄金 | PASS：明确需核资源和制品暴露，非正式公司结论 | 通过 |
+| `湖南黄金.md` | PASS：列出 mention_count、新装置、锑/钨线索和官方源入口状态 | PASS：引用 PASS-012 至 PASS-014 公司官方源入口和小金属线索 | PASS：解释黄金、锑、钨必须分账，不能只凭相关标的推导 | PASS：对比湖南黄金、章源钨业、中钨高新、华钰矿业/华锡有色 | PASS：明确需拆业务和项目，非交易建议 | 通过 |
+
+总体判断：
+
+钨链条 7 个文档已按前序样本标准完成分批迁移，具备 DRAFT 用户阅读价值。它们把钨价格链条、供给约束、下游需求、资源/材料/刀具分层、公司比较和后续核验边界写入正文，明显优于原结构占位稿。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本次通过不等于正式钨行业结论、正式公司结论或正式指标通过。
+2. 文中钨精矿、APT、碳化钨粉、下游补库、中钨高新、厦门钨业、章源钨业、湖南黄金等数据和公司线索，正式输出前仍需补报告日期、原始表格行、规格、单位、官方源、hash 和数值一致性核验。
+3. 其余未迁移核心阅读文档仍不得自动升级为合格稿；必须按样本标准分批迁移或继续保持 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。
+
+审计结论：
+通过。允许钨链条 7 个文档作为 `DRAFT_FOR_REVIEW / BATCH_CONTENT_REPAIR` 范围内的用户核心阅读文档继续使用，并允许按同一标准推进下一批核心阅读文档迁移。
+
+是否阻断：
+不阻断下一批分批迁移；继续阻断把尚未迁移的其他核心阅读文档作为合格用户阅读稿或正式交付版本使用。
+
+是否允许进入下一阶段：
+允许。下一阶段可继续按已通过样本标准迁移其他子行业或公司文档，并逐批提交复审。`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 暂不关闭，待其余文档分批迁移或明确降级/暂缓范围后再复核关闭。
+
+## AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-READABILITY-FP-20260627-001
+- 审计类型：AI 协作复盘 / 核心文档数据解释和人读质量二次复盘审核
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627025108053_4e2d0beb
+- 关联任务：TASK-ANA-YS-CORE-DOC-READABILITY-FP-REVIEW-20260627
+- 关联复盘：FP-ANA-YS-CORE-DOC-READABILITY-20260627-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`
+3. `ana-doc/有色案例/核心文档人读质量二次复盘.md`
+4. `ana-doc/研报体系/研报解析架构.md`
+5. `ana-doc/有色案例/案例分析规范.md`
+6. `ana-doc/有色案例/案例审核规范.md`
+7. 本地参考目录：`D:/策略项目/s-system-doc/observer/mirror/有色行业报告/` 中 `有色的产业链总览.md`、`有色的市场情况总览.md`、`核心文档输出方案.md`
+
+复审范围：
+
+本次不是核心文档正文返修审核，也不是全量 57 个文档复审；只复核二次 fp 复盘是否覆盖用户反馈、根因是否成立、审核侧是否纳入、外部/本地样例提炼是否合理、后续 3 段样本方案是否不过度加码。
+
+用户反馈核查：
+
+已核对本轮来源描述与既有 `MBX_SESSION_MARKER:run_20260624002656377_3369482c` 反馈入口。用户核心反馈不是“再补更多数据”，而是“数据一定要解释；只给数据不解释，用户不知道要干嘛；报告不像给人看的”。本轮复盘把问题从“数据/案例/前因后果不足”推进到“数据没有被翻译成可读判断”，覆盖了用户新增反馈。
+
+复核结果：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| fp 触发条件 | PASS | 用户明确要求分析员和审核员一起用 fp 复盘，且问题属于前序审核后仍反复暴露的人读质量漏审 |
+| 用户反馈覆盖 | PASS | 复盘稿覆盖“数据要解释、报告要给人看、解释不够人性化、需参考外部和本地报告案例” |
+| 母版意图回读 | PASS | 复盘稿回到 `研报解析架构.md` 的普通人可读、关键结论展开、市场数据必须解释、公司文档要讲盈利模式和业务占比等要求 |
+| 执行侧复盘 | PASS | 识别出分析员把“补数据”理解成“放数据”，没有稳定执行“解释数据、讲传导和公司含义” |
+| 审核侧复盘 | PASS | 审核侧确认前序只检查“有数据、有案例、有边界”，没有进一步检查“用户是否看懂为什么要关心这组数据” |
+| 规范侧复盘 | PASS | 有色方案和母版已有方向，但缺少可操作到段落的写作单元验收标准 |
+| 本地样例提炼 | PASS | 本地 `有色的产业链总览.md`、`有色的市场情况总览.md`、`核心文档输出方案.md` 均体现“判断 -> 依据 -> 推理 -> 边界”和数据卡下钻关系 |
+| 外部报告写法参考 | PASS | McKinsey、S&P Global、IEA、Deloitte 作为公开写法参考是合理的；本轮没有把外部报告内容当作有色事实结论 |
+| 五段式标准 | PASS | “结论、数据/案例、解释、传导、边界”直接对应用户问题，属于必要的段落级最小标准，不是形式化加码 |
+| 返修策略 | PASS | 先做 3 个代表段落样本返修并复审，不立即全量重写 57 个文档，符合 fp 反加码边界 |
+
+审核侧补充判断：
+
+1. 前序样本、铝链条、钨链条、锡锑链条通过的是“从结构占位稿迁移为具备数据、案例、因果和边界的 DRAFT 文档”这一层级，不等于最终“用户核心阅读质量已通过”。
+2. 从本次复盘开始，后续核心阅读文档审核需要增加段落级可读性检查：数据是否被解释，解释是否落到产业链、市场阶段或公司利润，边界是否说明结论如何降级。
+3. 该要求不应扩大为全量重跑或强制补新资料；若缺关键数据，应写成 `DATA_GAP_REVIEW` 和“因此不能判断什么”，而不是继续补证循环。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 二次复盘方案通过不代表核心正文已修好；必须等 3 个段落样本返修并通过复审后，才能作为后续正文改写标准。
+2. 后续 3 个段落样本应覆盖市场数据段、产业链段、公司段，且每段都要体现“结论、数据/案例、解释、传导、边界”。
+3. 前序已迁移文档不得继续宣称“用户核心阅读质量已通过”，只能继续标记为 DRAFT / BATCH_CONTENT_REPAIR，待段落级可读性返修或明确暂缓范围。
+
+审计结论：
+有条件通过。通过的是二次 fp 复盘方案和段落级写作标准；问题未闭环，核心正文未通过最终人读质量验收。
+
+是否阻断：
+阻断继续机械批量迁移或宣称已达到用户核心阅读质量；不阻断分析员按最小范围执行 3 个代表段落样本返修。
+
+是否允许进入下一阶段：
+允许进入 3 个段落样本返修和复审阶段。不得借此重读全部 359 份 raw、全量重写 57 个文档、重启 PASS-017 或新增同类旧缺口补证 PASS。
+
+## AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-READABILITY-SAMPLE-20260627-001
+- 审计类型：核心文档段落级可读性样本复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627025930947_618f7b80
+- 关联任务：TASK-ANA-YS-CORE-DOC-READABILITY-SAMPLE-REVIEW-20260627
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`
+3. `ana-doc/有色案例/段落级可读性样本返修.md` 对应输出文件：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md`
+4. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-SAMPLE-001`
+5. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-READABILITY-SAMPLE-001`
+6. `ana-doc/有色案例/案例分析规范.md`
+7. `ana-doc/有色案例/案例审核规范.md`
+
+复审范围：
+
+本次只复审 3 个段落级可读性样本，不复审全部 57 个核心文档，不要求重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把任何 DRAFT 升级为正式结论。
+
+复核结果：
+
+| 样本 | 结论 | 数据/案例 | 解释 | 传导 | 边界 | 结果 |
+|---|---|---|---|---|---|---|
+| 市场数据段：铜价、库存、TC/RC 如何解释 | 有 | 有 LME 铜价、LME/SHFE 库存、TC/RC 逻辑 | 有，说明价格、库存、TC/RC分别回答不同问题 | 有，落到资源端、权益产量和冶炼利润分配 | 有，列明价格回落、库存累积、TC/RC修复和证据缺口 | PASS |
+| 产业链段：铝为什么看成本曲线 | 有 | 有 LME/SHFE 库存、社会库存、铝棒库存、全球显性库存 | 有，说明库存和成本曲线不是直接证明涨跌，而是判断缓冲和利润位置 | 有，落到铝土矿、氧化铝、电力成本和公司类型差异 | 有，列明需求弱、库存回升、成本上行和证据缺口 | PASS |
+| 公司段：紫金矿业为什么不能只看铜价 | 有 | 有巨龙铜矿产量、销量、净利润和二期产能目标 | 有，说明资源公司需要看权益产量、成本和项目达产 | 有，落到铜、金、锂多业务层和公司横向比较 | 有，列明金属价格、官方核验和项目风险 | PASS |
+
+人工阅读判断：
+
+1. 三个样本均不只是堆数据，已经把数据解释为用户能理解的市场阶段、产业链利润传导或公司观察含义。
+2. “结论、数据/案例、解释、传导、边界”五段式在样本中可执行，不只是格式口号。
+3. 样本文档把 `正式行业结论`、`正式公司结论`、`正式指标`、`交易建议` 等风险词放在限制语境中，未输出买卖建议、目标价、收益承诺或交易指令。
+4. 样本可作为后续核心正文段落返修的最低标准，但不能替代后续正文逐段修订和抽样复审。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 样本通过不代表全部核心文档质量闭环；`ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 不关闭。
+2. 后续返修不应机械套五段式标题，而应保证每个核心判断真正回答“这个数据说明什么、如何传导、什么情况下失效”。
+3. 对缺数据或证据不足的段落，应写成 `DATA_GAP_REVIEW` 和不可判断边界，不应重新进入无上限补证循环。
+
+审计结论：
+通过。允许将这 3 个段落样本作为后续核心正文段落返修的样本标准。
+
+是否阻断：
+不阻断进入后续最小范围正文返修；继续阻断宣称全部 57 个核心文档已达到最终用户核心阅读质量。
+
+是否允许进入下一阶段：
+允许。下一阶段可按该样本标准选择最小范围核心正文进行可读性返修或明确降级/暂缓范围，并继续提交抽样复审。
+
+## AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-20260627-001
+- 审计类型：核心正文最小可读性返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627105604569_225d89f3
+- 关联任务：TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-REVIEW-20260627
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`
+3. `ana-doc/有色案例/案例审核规范.md`
+4. `ana-doc/有色案例/案例分析规范.md`
+5. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-001`
+6. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-001`
+7. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 中 `第一批可读性正文返修`
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`
+
+复审范围：
+
+本次只复审上述 3 个核心正文入口文件的最小可读性返修，不复审全部 57 个核心文档，不要求重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把任何 DRAFT 升级为正式结论。
+
+复核结果：
+
+| 文件 | 新增内容 | 数据/案例解释 | 传导 | 边界 | 结果 |
+|---|---|---|---|---|---|
+| `有色的市场情况总览.md` | `1.4 数据怎么解释：以铜为例` | 解释铜价、LME/SHFE 库存、TC/RC 分别说明定价、现货压力和利润分配 | 传导到资源端、权益产量公司和冶炼/综合铜企的不同读法 | 写明铜价回落、库存累积、TC/RC 修复和供给线索缺证时降级 | PASS |
+| `有色的产业链总览.md` | `3.1 为什么铝不是只看铝价` | 解释 LME/SHFE 库存、社会库存、铝棒库存和全球显性库存不是直接证明涨跌，而是判断供需缓冲 | 传导到铝土矿、氧化铝、电力成本、一体化资源和低成本电解铝公司 | 写明需求走弱、库存重新累积、氧化铝/电力成本上行时降级 | PASS |
+| `公司/紫金矿业.md` | 铜价、产量、权益、成本和项目达产如何传导到公司利润 | 用巨龙铜矿产量、销量、净利润和二期达产线索解释资源公司利润弹性 | 传导到铜、金、锂三层业务，以及紫金与冶炼铜企、铝企、锂企的横向差异 | 写明官方源、表格行、项目风险、价格回落和法律风险边界 | PASS |
+
+人工阅读判断：
+
+1. 三个文件新增段落不是只堆数据，均能说明“这个数据为什么重要、它怎样改变市场/产业链/公司的读法、什么情况下要降级”。
+2. 新增段落符合前序样本的五段式精神，但没有机械套用五个标题；正文更接近用户可读报告语言。
+3. 三个文件均保留 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 边界，未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。
+4. `result_index.md` 已登记第一批可读性正文返修入口，用户可从结果入口找到本轮修正文件。
+
+风险词核查：
+
+已检索 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议`。命中均为限制、否定或边界语境，未发现越界结论。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`，只说明第一批 3 个入口文件可以作为 `READABILITY_CONTENT_REPAIR` DRAFT 使用。
+2. 后续其余核心文档仍需分批返修，或明确降级/暂缓边界；不得把第一批通过扩大解释为全部 57 个文档质量闭环。
+3. 后续返修仍应避免机械套模板，重点检查数据是否被解释到人能理解的行业、市场或公司含义。
+
+审计结论：
+通过。允许这 3 个文件作为第一批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读入口继续使用。
+
+是否阻断：
+不阻断继续按同一标准推进下一批最小范围核心正文可读性返修；继续阻断宣称全部核心文档已完成最终用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可选择下一批核心正文继续按本标准返修并送审，或明确剩余文档降级/暂缓范围。
+
+## AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001
+- 审计类型：核心阅读入口状态同步和核心阅读范围内部语言清理复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627135133074_50001348
+- 关联任务：TASK-ANA-YS-CORE-READING-ENTRY-SYNC-REVIEW-20260627
+- 关联案例：ANA-YS-INDUSTRY-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+3. `ana-doc/案例审核规范.md`
+4. `ana-doc/案例分析规范.md`
+5. `ana-doc/有色案例/有色研报解析方案.md`
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`
+2. 核心正文范围：两个总览、9 个子行业三件套、27 个公司页，共 56 个 Markdown 正文文件。
+3. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001`
+4. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001`
+5. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 中第十三批入口。
+
+复审范围：
+
+本次只复审 DRAFT 用户阅读入口和本轮核心理念 / 可读性返修状态收口，不做正式输出审核，不把任何文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价、收益承诺或对外交付版本。
+
+复核结果：
+
+| 审核项 | 结果 | 说明 |
+|---|---|---|
+| 设计和执行记录 | PASS | 已检索到 `DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-ENTRY-SYNC-001` 和 `RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001`。 |
+| result_index 入口 | PASS | 已检索到“第十三批核心理念返修：核心阅读入口状态同步”。 |
+| 核心阅读入口状态 | PASS | `核心阅读入口.md` 已更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。 |
+| 核心正文文件数量 | PASS | 按两个总览、子行业目录和公司目录计数，共 56 个核心正文文件。 |
+| 核心正文状态 | PASS | 56 个正文文件均为 `READABILITY_CONTENT_REPAIR` 或等价降级状态；锗镓铟相关文件保留 `DATA_GAP_REVIEW`。 |
+| 内部工作语言残留 | PASS | 对 56 个正文文件扫描 `事实句`、`提及频次`、`mention_count`、`覆盖度`、`证据卡`、`待字段化`、`证明卡`、`页图`、`线索表`、`PASS-`、`BATCH_CONTENT_REPAIR`、`STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`，无命中。 |
+| 风险词和边界 | PASS | 抽查风险词命中均为限制、否定或边界语境；未发现正式结论、交易建议、目标价或收益承诺。 |
+
+人工阅读判断：
+
+1. `核心阅读入口.md` 已清楚说明当前为 DRAFT 阅读稿，不是正式行业结论、正式公司结论、正式指标或对外交付版本。
+2. 入口说明将“优先跟踪”“深读入口”“观察状态”定义为研究排序，不等同买入、卖出、目标价或收益承诺，能降低用户误读风险。
+3. 本轮状态同步和内部语言清理目标已满足；未发现需要补资料、重启 PASS-017 或扩大到全量重写的问题。
+
+命令摘要：
+
+1. 已核查设计、执行日志和 result_index 入口。
+2. 已对核心正文范围执行状态扫描、内部语言扫描和风险词抽查。
+3. `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本次通过只表示 DRAFT 用户阅读入口和核心阅读范围状态收口通过，不代表正式输出审核通过。
+2. 正式输出前仍需另行输出审核或执行审核，并继续保持数据日期、单位、原始表格行、官方来源和数值一致性核验要求。
+3. `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001` 是否关闭，应以后续整体收口或正式输出审核结论为准；本轮不单独关闭该问题。
+
+审计结论：
+通过。允许 `核心阅读入口.md` 和 56 个核心正文文件作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的用户阅读入口继续使用。
+
+是否阻断：
+不阻断继续推进后续 DRAFT 阅读、分批完善或准备正式输出审核；继续阻断把本轮通过解释为正式交付通过。
+
+是否允许进入下一阶段：
+允许。下一阶段可按项目需要进入有限 DRAFT 阅读、后续小修，或另行提交正式输出审核 / 执行审核。
+
+## AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001
+- 审计类型：铜总览和遗留内部语言清理复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627133812492_35f50a32
+- 关联任务：TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-20260627
+- 关联案例：ANA-YS-INDUSTRY-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`
+3. `ana-doc/案例审核规范.md`
+4. `ana-doc/案例分析规范.md`
+5. `ana-doc/有色案例/有色研报解析方案.md`
+6. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COPPER-OVERVIEW-REPAIR-001`、`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001`
+7. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-COPPER-OVERVIEW-REPAIR-001`、`RUN-ANA-YS-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001`
+8. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 中第十一批、第十二批入口
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`
+7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`
+8. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`
+9. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`
+10. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+11. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_遗留内部语言清理自检摘要.md`
+
+人工复核结果：
+
+| 审核项 | 结果 | 说明 |
+|---|---|---|
+| 铜总览是否解释优先跟踪主线 | PASS | `铜_总览.md` 已明确“优先跟踪”不是买入排序，并说明铜价、库存、TC/RC、资源端和公司分层分别回答什么问题。 |
+| 铜总览是否保持 DRAFT 边界 | PASS | 已明确不是正式行业结论、交易建议、目标价或收益承诺，正式输出前仍需原始表格行、报告日期、单位和数值一致性核验。 |
+| 公司页是否基本从内部统计转为业务逻辑 | PASS | 中钨高新、厦门钨业、湖南黄金、紫金矿业、中国铝业、云铝股份、江西铜业、铜陵有色均已把深读入口落到业务结构、成本、产能、项目、利润传导或官方资料核验。 |
+| 遗留内部语言是否完全清理 | FAIL | 指定范围仍有少量内部工作语言残留，详见必须修复项。 |
+| 自检摘要范围是否一致 | FAIL | 自检摘要范围列 9 个文件，但边界写“只覆盖这 4 个文件”，范围元数据不一致。 |
+| 越界正式结论或交易表达 | PASS | 风险词命中均为限制、否定或边界语境，未发现正式结论、买卖建议、目标价或收益承诺。 |
+
+必须修复项：
+
+1. `公司/中国铝业.md` 中“优先字段化核验”仍是内部工作语言。建议改为“优先补年报、公告、产能、成本和业务占比核验”或等价用户可读表达。
+2. `公司/江西铜业.md` 和 `公司/铜陵有色.md` 中“升级为正式公司证据卡”仍是内部证据包语言。建议改为“升级为更强公司读法 / 正式公司结论前置材料”或等价用户可读表达。
+3. `子行业/铜_详细介绍.md` 中“公司提及不等于推荐或正式价值判断”处于限制语境，不构成越界，但仍建议改成“公司进入深读队列不等于推荐或正式价值判断”，避免继续使用“公司提及”这种内部抽取语言。
+4. `核心理念复查_遗留内部语言清理自检摘要.md` 必须修正“本轮只覆盖这 4 个文件”的范围错误，与实际 9 个清理对象保持一致。
+
+不要求修复项：
+
+1. 不要求补新资料。
+2. 不要求重新读取全部 raw。
+3. 不要求重启 PASS-017。
+4. 不要求新增同类补证 PASS。
+5. 不要求扩大到全部 57 个核心文档。
+
+命令摘要：
+
+1. 已抽读铜总览、铜详细介绍和 8 个公司页。
+2. 已对指定范围执行内部语言和风险词检索。
+
+审计结论：
+需补充。铜总览部分可通过；遗留内部语言清理尚未完全闭环。请按上述 4 个最小修复项改正文和自检摘要后重提复审。
+
+是否阻断：
+阻断本轮“遗留内部语言清理”通过结论；不阻断其他已通过批次，也不要求扩大返修范围。
+
+是否允许进入下一阶段：
+不建议在本轮清理通过前继续宣称第十二批遗留内部语言清理完成。可先做上述最小文本修复后重提。
+
+## AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001
+- 审计类型：遗留内部语言清理最小修复复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627134525485_53aadfe8
+- 关联任务：TASK-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-REVIEW-RESUBMIT-20260627
+- 前次审计：AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+
+复审范围：
+
+本次只复审前次审计指出的 4 个最小修复项是否解除，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不扩大到全部 57 个核心文档。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_遗留内部语言清理自检摘要.md`
+
+前置记录核查：
+
+1. `ana-doc/有色案例/案例分析设计.md` 已登记 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-RESIDUAL-CLEANUP-FIX-001`。
+2. `ana-doc/有色案例/案例执行日志.md` 已登记 `RUN-ANA-YS-CORE-DOC-RESIDUAL-CLEANUP-FIX-001`。
+3. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 保留第十二批遗留内部语言清理入口。
+
+修复项复核：
+
+| 前次问题 | 当前复核 | 结果 |
+|---|---|---|
+| `中国铝业.md` 中“优先字段化核验”是内部工作语言 | 已改为“优先补年报、公告、产能、成本和业务占比核验” | PASS |
+| `江西铜业.md` 中“升级为正式公司证据卡”是内部证据包语言 | 已改为“升级为更强的公司读法或正式公司结论前置材料” | PASS |
+| `铜陵有色.md` 中“升级为正式公司证据卡”是内部证据包语言 | 已改为“升级为更强的公司读法或正式公司结论前置材料” | PASS |
+| `铜_详细介绍.md` 中“公司提及不等于推荐或正式价值判断”仍带内部抽取口径 | 已改为“公司进入深读队列不等于推荐或正式价值判断” | PASS |
+| 自检摘要范围列 9 个文件但边界写 4 个文件 | 已改为“本轮覆盖本摘要列明的 9 个文件” | PASS |
+
+检索核查：
+
+已检索前次问题词：`优先字段化核验`、`正式公司证据卡`、`公司提及不等于`、`本轮只覆盖这 4 个文件`。指定复审范围未见旧问题词残留。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+审计结论：
+通过。前次 P1 阻断点已按最小范围解除。允许第十二批遗留内部语言清理作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的已修复批次继续使用。
+
+是否阻断：
+不阻断继续推进下一小批核心文档返修；继续阻断宣称全部核心文档可读性问题已完全闭环。
+
+是否允许进入下一阶段：
+允许。后续可继续按小批次处理剩余核心文档，或对未处理文档保持明确降级/暂缓边界。
+
+## AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001
+- 审计类型：铝补充公司页核心理念返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627132804573_a4996bda
+- 关联任务：TASK-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-REVIEW-20260627
+- 关联案例：ANA-YS-INDUSTRY-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+- 来源聊天入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+3. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001`
+4. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md`
+
+复审范围：
+
+本次只复审 2 个铝补充公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不处理其他公司页，不把任何 DRAFT 升级为正式公司结论。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md`
+
+复核结果：
+
+| 文件 | 公司进入深读入口原因 | 公司含义和传导 | 核验边界 | 结果 |
+|---|---|---|---|---|
+| `神火股份.md` | 作为铝链条成本曲线公司，应看电解铝价格、氧化铝成本、电力成本和煤电铝一体化能力 | 说明铝价回答收入端，氧化铝/电力回答成本端，煤电铝一体化回答抗波动能力 | 要求核验电解铝产销量、氧化铝采购或自给、电力成本、铝业务收入利润占比和官方披露 | PASS |
+| `天山铝业.md` | 作为电解铝和铝加工一体化公司，应看产能、成本位置、加工结构和铝价库存变化 | 说明电解铝产能决定收入弹性，成本位置决定利润留存，加工结构决定波动缓冲 | 要求核验电解铝产销量、产能利用率、氧化铝/电力/运输成本、加工业务收入利润客户订单和官方披露 | PASS |
+
+人工阅读判断：
+
+1. 2 篇均已先说明公司为什么进入深读入口，不再只是模板化“铝相关公司”。
+2. 2 篇均把铝价、氧化铝成本、电力成本、产能或加工结构解释为公司观察变量，没有从铝价直接跳到公司结论。
+3. 神火股份强调成本曲线和煤电铝一体化；天山铝业强调电解铝和铝加工一体化，二者公司读法区分清楚。
+4. 2 篇均保留 DRAFT、官方资料、产能、成本、业务占比和数值一致性核验边界。
+5. 风险词抽查显示买入、目标价、正式公司结论等仅在限制、否定或边界语境；未发现事实句数量、提及频次、`mention_count`、覆盖度等内部统计证明正文判断。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过不关闭整体核心文档可读性问题，只说明这 2 个铝补充公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用。
+2. 后续如进入正式输出前，仍需补公司官方源、产能、成本、业务占比、客户订单和数值一致性核验；当前不能作为正式公司证据卡。
+3. 后续铝公司页仍应保留“铝价 -> 成本 -> 产能/销量 -> 利润留存”的中间变量，不应写成铝价单因子结论。
+
+审计结论：
+通过。允许本轮 2 个铝补充公司页作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。
+
+是否阻断：
+不阻断继续推进下一批公司页或其他核心文档返修；继续阻断宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审。
+
+## AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001
+- 审计类型：钼和黄金公司页第一批核心理念返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627132548841_d1d20dbb
+- 关联任务：TASK-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-REVIEW-20260627
+- 关联案例：ANA-YS-INDUSTRY-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+- 来源聊天入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+3. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`
+4. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md`
+
+复审范围：
+
+本次只复审 5 个钼和黄金公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不处理其他公司页，不把任何 DRAFT 升级为正式公司结论。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/洛阳钼业.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金钼股份.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/山东黄金.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中金黄金.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赤峰黄金.md`
+
+复核结果：
+
+| 文件 | 公司进入深读入口原因 | 公司含义和传导 | 核验边界 | 结果 |
+|---|---|---|---|---|
+| `洛阳钼业.md` | 作为多金属资源公司，不能只按钼或钨单一线索阅读 | 说明铜、钴、钼、钨价格必须结合业务占比、产量、成本和项目进度才可能传导到公司利润 | 要求核验各业务收入/利润/产量占比、矿山权益、成本、钨业务官方来源和原文页 | PASS |
+| `金钼股份.md` | 作为钼资源和钼制品链条公司，需看钼价、产品结构、成本和下游需求 | 说明钼价只回答收入端，产品结构和下游需求决定利润位置和持续性 | 要求核验资源储量、产销量、钼制品结构、加工利润、成本和业务占比 | PASS |
+| `山东黄金.md` | 作为黄金资源端公司，需看金价、矿山产量、单位成本和资源增量 | 说明金价只是外部定价，产量回答能卖多少，成本回答利润能留下多少 | 要求核验年度产销量、资源量、单位成本、全维持成本、并购整合和项目进度 | PASS |
+| `中金黄金.md` | 作为黄金资源公司，核心是资源量、产量、成本曲线和项目进度能否承接金价 | 说明资源量决定长期空间，产量决定当期弹性，成本曲线决定抗风险能力 | 要求核验资源储量、权益产量、单位成本、项目建设和达产进度 | PASS |
+| `赤峰黄金.md` | 作为黄金弹性公司观察页，重点是矿山产量、成本、资源扩张和金价变化能否共同放大利润弹性 | 说明金价提供外部条件，矿山产量决定弹性大小，成本和项目决定风险 | 要求核验矿山产销量、成本、资源扩张、并购或项目达产、黄金收入和利润占比 | PASS |
+
+人工阅读判断：
+
+1. 5 篇均已先说明公司为什么进入深读入口，不再只是模板化“相关暴露/待字段化核验”。
+2. 5 篇均把钼价、金价、产量、成本、资源增量、项目进度或业务占比解释为公司观察变量，没有从品种价格直接跳到公司结论。
+3. 洛阳钼业的多金属业务拆分、金钼股份的产品结构、三家黄金公司的产量/成本/资源增量逻辑均能让用户理解公司为什么可能或不可能受益。
+4. 5 篇均保留 DRAFT、官方资料、资源/产量、成本、业务占比和数值一致性核验边界。
+5. 风险词抽查显示买入、卖出、目标价、交易建议、正式公司结论等仅在限制、否定或边界语境；未发现事实句数量、提及频次、`mention_count`、覆盖度等内部统计证明正文判断。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 个钼和黄金公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用。
+2. 后续如进入正式输出前，仍需补公司官方源、资源/产量、成本、业务占比、项目进度和数值一致性核验；当前不能作为正式公司证据卡。
+3. 后续公司页仍应避免“价格上涨 -> 公司受益”的跳跃式表达，继续保留中间变量和失效条件。
+
+审计结论：
+通过。允许本轮 5 个钼和黄金公司页作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。
+
+是否阻断：
+不阻断继续推进下一批公司页或其他核心文档返修；继续阻断宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审。
+
+## AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001
+- 审计类型：能源金属公司页第一批核心理念返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627132055715_2914ca79
+- 关联任务：TASK-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-REVIEW-20260627
+- 关联案例：ANA-YS-INDUSTRY-001
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+- 来源聊天入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+3. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`
+4. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_能源金属公司页第一批自检摘要.md`
+
+复审范围：
+
+本次只复审 4 个能源金属公司页，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增公司证据卡补证 PASS，不处理其他公司页，不把任何 DRAFT 升级为正式公司结论。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赣锋锂业.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天齐锂业.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中矿资源.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华友钴业.md`
+
+复核结果：
+
+| 文件 | 公司进入深读入口原因 | 公司含义和传导 | 核验边界 | 结果 |
+|---|---|---|---|---|
+| `赣锋锂业.md` | 作为锂资源和锂盐一体化公司，需看资源成本、锂盐价格、项目进度和现金流 | 说明锂价只是市场结果，资源成本、项目节奏、锂盐加工和客户结构共同决定利润修复 | 要求核验锂资源权益、产能、项目投产、锂盐产销、成本曲线、现金流和官方披露 | PASS |
+| `天齐锂业.md` | 作为锂资源和锂盐公司，核心变量是锂矿权益、成本位置、锂盐价格和财务弹性 | 说明资源权益、锂价、低价周期财务压力和项目节奏如何影响利润和现金流 | 要求核验核心锂矿权益、产量、锂盐产销成本、财务费用、现金流和公告原文页 | PASS |
+| `中矿资源.md` | 作为锂和多金属资源项目型公司，重点看项目释放、成本优势和主营暴露 | 说明资源储量不等于利润，投产、成本和多金属业务占比共同决定公司含义 | 要求核验项目权益、产能、投产时间、锂业务收入利润成本、多金属占比和项目披露 | PASS |
+| `华友钴业.md` | 作为钴镍资源、中间品和电池材料复合公司，不能只按单一钴价或材料公司阅读 | 说明钴镍价格、中间品/材料加工利润、订单和终端需求共同决定利润修复 | 要求核验钴镍资源和中间品产能、前驱体/正极材料收入、客户订单、加工利润、库存风险和官方披露 | PASS |
+
+人工阅读判断：
+
+1. 4 篇均已先说明公司为什么进入深读入口，不再只是模板化“相关暴露/待字段化核验”。
+2. 4 篇均把锂价、钴镍价格、资源成本、项目节奏、订单或加工利润解释为公司观察变量，没有只堆价格。
+3. 公司类型区分清楚：赣锋锂业、天齐锂业偏锂资源和锂盐；中矿资源偏项目型资源公司；华友钴业偏钴镍资源、中间品和材料复合公司。
+4. 4 篇均保留 DRAFT、官方资料、业务占比、产能/资源、成本、客户/订单和数值一致性核验边界。
+5. 风险词抽查显示买入、卖出、目标价、交易建议、正式公司结论等仅在限制、否定或边界语境；未发现事实句数量、提及频次、`mention_count`、覆盖度等内部统计证明正文判断。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过不关闭整体核心文档可读性问题，只说明这 4 个能源金属公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用。
+2. 后续如进入正式输出前，仍需补公司官方源、业务占比、产能/资源、成本、客户/订单和数值一致性核验；当前不能作为正式公司证据卡。
+3. 后续公司页仍应保持“公司为什么进队列 -> 关键变量如何传导 -> 什么情况下失效 -> 还缺哪些官方资料”的写法。
+
+审计结论：
+通过。允许本轮 4 个能源金属公司页作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。
+
+是否阻断：
+不阻断继续推进下一批公司页或其他核心文档返修；继续阻断宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审。
+
+## AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001
+- 审计类型：稀土公司页第一批核心理念返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627131305639_670a5ee4
+- 关联任务：TASK-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-REVIEW-20260627
+- 关联案例：ANA-YS-INDUSTRY-001
+- 来源聊天入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+3. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`
+4. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_稀土公司页第一批自检摘要.md`
+
+复审范围：
+
+本次只复审 4 个稀土公司页，不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不处理其他公司页，不把任何 DRAFT 升级为正式公司结论。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国稀土.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/北方稀土.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/盛和资源.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金力永磁.md`
+
+复核结果：
+
+| 文件 | 公司进入深读入口原因 | 业务逻辑区分 | 利润传导和失效条件 | 结果 |
+|---|---|---|---|---|
+| `中国稀土.md` | 说明其作为稀土资源和分离环节深读入口，需核验资源、分离产能、产品结构和价格传导 | 明确资源/分离公司与磁材公司不是同一逻辑 | 写明稀土配额、资源安全、氧化物价格与官方业务暴露是触发条件；价格回落或主营暴露不足为失效条件 | PASS |
+| `北方稀土.md` | 说明其作为资源端平台型公司，应优先核验资源、配额和氧化物价格主线 | 明确资源端看供给和价格，分离和产品结构决定利润留存 | 写明价格上行、供给约束和主营暴露清楚才提高结论强度；成本或产品结构可抵消弹性 | PASS |
+| `盛和资源.md` | 说明其为资源、分离和贸易复合型深读入口 | 明确贸易或复合业务可能稀释价格弹性，不能只贴稀土价格弹性标签 | 写明价格和供给约束需有数据验证，业务利润占比明确才触发；低毛利贸易、非稀土业务或项目进度低于预期为失效 | PASS |
+| `金力永磁.md` | 说明其应按稀土永磁材料公司阅读，而不是资源公司 | 明确磁材端看订单、客户、认证、高性能产品和成本传导 | 写明订单改善、成本可传导、高性能产品占比提高为触发；原料涨价压缩毛利、订单不及预期为失效 | PASS |
+
+人工阅读判断：
+
+1. 4 篇均已先说明公司为什么进入深读入口，不再只是模板化“公司相关暴露/待字段化核验”。
+2. 中国稀土、北方稀土、盛和资源按资源/分离/复合业务逻辑解释；金力永磁按磁材端逻辑解释，资源端和材料端未混同。
+3. 4 篇均说明价格、配额、订单、成本或业务结构如何影响利润传导，并列出官方资料缺口。
+4. 未发现用证据卡模板语言替代正文解释；未发现正式公司结论、买卖建议、目标价或收益承诺。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过不关闭整体核心文档可读性问题，只说明这 4 个稀土公司页可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用。
+2. 盛和资源页的边界段落相对简短，后续如进入正式输出前，应补充“不得作为正式公司结论、交易建议、目标价或收益承诺”的明示边界。
+3. 后续公司页仍应继续落到业务占比、产能、成本、客户、订单、官方来源和利润传导，不应只复用子行业概念。
+
+审计结论：
+通过。允许本轮 4 个稀土公司页作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。
+
+是否阻断：
+不阻断继续推进下一批公司页或其他核心文档返修；继续阻断宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审。
+
+## AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001
+- 审计类型：未深改子行业详细介绍第一批核心理念返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627130847743_cde11f88
+- 关联任务：TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-REVIEW-20260627
+- 关联案例：ANA-YS-INDUSTRY-001
+- 来源聊天入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+3. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-006`
+4. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md`
+
+复审范围：
+
+本次只复审 5 篇子行业详细介绍，不处理公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_详细介绍.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_详细介绍.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_详细介绍.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_详细介绍.md`
+
+复核结果：
+
+| 文件 | 产业链运行 | 利润传导 | 公司读法和边界 | 结果 |
+|---|---|---|---|---|
+| `小金属_详细介绍.md` | 按资源、冶炼提纯、功能材料三步解释运行方式 | 说明利润可能流向资源、加工或材料环节，取决于供给、加工能力和认证壁垒 | 将公司列为深读入口，要求核验主营、资源/产能、成本、利润传导 | PASS |
+| `稀土_详细介绍.md` | 拆成上游资源/分离和下游磁材两条线 | 按氧化物价格、磁材需求、公司位置解释利润传导顺序 | 区分资源分离企业和磁材企业，保留可审计来源核验边界 | PASS |
+| `锂钴镍_详细介绍.md` | 按资源端、加工端、终端需求解释链条 | 解释价格低不等于机会，需要库存、供给、需求和低成本公司共同验证 | 区分锂资源/锂盐公司、钴镍材料公司和项目型公司 | PASS |
+| `钼_详细介绍.md` | 按钼矿、钼精矿、钼铁/钼化工/合金材料、特钢/高温合金/能源装备解释链条 | 说明钼价、合金需求、业务占比和成本位置共同决定利润传导 | 区分金钼股份与多金属公司，要求核验年报、产量、成本和业务占比 | PASS |
+| `锗镓铟_详细介绍.md` | 解释战略材料应用、伴生供给和政策事件，但不强行展开确定链条 | 明确缺价格、产量、库存、公司官方源时不能判断利润传导 | 保持 `DATA_GAP_REVIEW`，要求补价格、出口、官方供给和公司披露 | PASS |
+
+人工阅读判断：
+
+1. 5 篇均已先给清晰结论或观察状态，普通用户能理解“这个子行业应该怎么读”。
+2. 5 篇均用正文解释产业链运行和利润传导，没有用变量模型、证明卡或内部表格替代解释。
+3. 公司进入深读入口的原因和核验边界较清楚，未把进入队列写成推荐或正式公司判断。
+4. `锗镓铟_详细介绍.md` 证据不足，但已诚实降级为 `DATA_GAP_REVIEW`，未强行编出利润传导。
+5. 风险词和内部统计词抽查无命中，未发现越界正式结论或交易表达。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 篇详细介绍可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用。
+2. 后续公司页返修时仍需进一步落到公司业务占比、产量、成本、项目进度、官方来源和利润传导，不应只复用子行业层面的概念。
+3. 详细介绍后续如补入新增数据，仍需保持“数据是什么、证明什么、为什么能证明、对产业链/公司有什么含义”的解释链。
+
+审计结论：
+通过。允许本轮 5 篇未深改子行业详细介绍作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。
+
+是否阻断：
+不阻断继续推进下一批核心理念返修；继续阻断宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可继续选择下一批公司页、市场分析或详细介绍按同一标准返修并送审。
+
+## AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001
+- 审计类型：市场分析第一批数据落正文最小修复复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627130823040_b0f3c03f
+- 关联任务：TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-REVIEW-20260627
+- 前次审计：AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+- 来源聊天入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+3. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`
+4. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`
+
+复审范围：
+
+本次只复审前次阻断点是否解除，即 4 篇市场分析是否已把已有数据或明确数据缺口落到正文，并解释其市场含义。不复审全部 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_市场分析.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_市场分析.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_市场分析.md`
+
+复核结果：
+
+| 文件 | 前次缺口 | 本轮修复 | 人读判断 | 结果 |
+|---|---|---|---|---|
+| `小金属_市场分析.md` | 缺具体数据或明确缺口 | 补入 SMM 1# 锡锭均价 56332.97 USD/tonne、SHFE 锡库存 9286 吨、SMM 中国金属钴均价 55241.33 USD/tonne，以及钨、锑候选线索 | 已说明锡有价格和库存入口，钨锑仍需外部来源和原始表格行，钴只作横向参照 | PASS |
+| `稀土_市场分析.md` | 缺当前数据状态 | 补入 `Pr-Nd oxide direct SMM page` 为 `TO_BE_EXTRACTED`，以及稀土周度候选值仍需表格行核验 | 已解释当前只能写 `DATA_PARTIAL / DATA_GAP_REVIEW`，不能写稀土价格趋势确认 | PASS |
+| `锂钴镍_市场分析.md` | 缺价格/库存入口和反转边界 | 补入 2026-06-25 SMM 工业级/电池级碳酸锂、Trading Economics 锂基准、SMM 镍、SHFE 镍库存、SMM 钴价格 | 已说明有价格和库存入口，但仍不能证明能源金属反转，需要库存、价格、供给和需求共振 | PASS |
+| `钼_市场分析.md` | 缺明确数据缺口解释 | 补入钼缺少单独干净价格库存行，仅有 `锂|稀土|钼`、`钴|钼` 混合候选线索 | 已明确 `DATA_PARTIAL / DATA_GAP_REVIEW`，不能写钼价趋势已被数据证明 | PASS |
+
+人工阅读判断：
+
+1. 前次 P1 阻断点已解除：4 篇均已把“已有数据”或“明确数据缺口”落到正文。
+2. 4 篇均没有把候选数据升级为正式指标，均保留 DRAFT、`DATA_PARTIAL` 或 `DATA_GAP_REVIEW` 边界。
+3. 数据解释已能服务用户阅读：小金属说明品种成熟度差异，稀土说明价格入口未完成提取，锂钴镍说明有价格/库存入口但不能证明反转，钼说明只能作为观察线。
+4. 本轮不需要补新资料或扩大返修范围；继续分批推进即可。
+
+风险词和内部语言核查：
+
+已检索 `事实句覆盖`、`提及频次`、`mention_count`、`线索数量`、`事实句数量`、`买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议`。未发现内部统计词替代正文判断；风险词仅出现在限制、否定或边界语境。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过只表示 `REPAIR-005` 前次阻断点解除，不关闭整体核心文档可读性问题。
+2. 这些数据仍是 DRAFT 或候选口径，正式输出前仍需日期、单位、原始表格行、来源和数值一致性核验。
+3. 后续市场分析批次应延续本次做法：能写数据就写数据并解释，不能写数据就明确 `DATA_GAP_REVIEW`，不要退回纯方法说明。
+
+审计结论：
+通过。允许本轮市场分析第一批 5 篇作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，其中锗镓铟保持 `DATA_GAP_REVIEW`，其余 4 篇前次数据落正文阻断点已解除。
+
+是否阻断：
+不阻断继续推进下一批核心理念返修；继续阻断宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可继续选择下一批详细介绍、市场分析或公司页按同一标准返修并送审。
+
+## AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-20260627-001
+- 审计类型：未深改子行业市场分析第一批核心理念返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627125938503_ff322adb
+- 关联任务：TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-REVIEW-20260627
+- 关联案例：ANA-YS-INDUSTRY-001
+- 来源聊天入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`
+3. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+4. `ana-doc/案例审核规范.md`
+5. `ana-doc/有色案例/案例审核规范.md`
+6. `ana-doc/有色案例/案例分析规范.md`
+7. `ana-doc/研报体系/研报解析架构.md` 的核心理念和市场数据解释要求
+8. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-005`
+9. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005`
+10. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_市场分析.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_市场分析.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_市场分析.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_市场分析.md`
+
+复审范围：
+
+本次只复审上述 5 篇市场分析文件，不审核详细介绍和公司页，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+复核结果：
+
+| 文件 | 市场结论 | 数据解释 | 主要问题 | 结果 |
+|---|---|---|---|---|
+| `小金属_市场分析.md` | 结论清晰，能说明不能用单一价格指标判断小金属 | 解释了价格、供给、下游和公司弹性分别回答什么问题 | 缺少本轮已有具体数据或明确 `DATA_GAP_REVIEW` 表述，正文仍偏筛选方法 | NEEDS_FIX |
+| `稀土_市场分析.md` | 结论清晰，能说明按供给受控、价格显影、需求验证三步读 | 解释配额、氧化物价格和磁材需求的含义 | 没有列出当前可用价格/配额/需求数据；若无可用数值，应明确降级为数据待补 | NEEDS_FIX |
+| `锂钴镍_市场分析.md` | 结论清晰，能说明等待供给、库存和需求再平衡 | 解释价格、库存和投产的传导关系 | 没有列出当前可用价格、库存、项目或低成本公司证据；`DATA_GAP_REVIEW` 只写在边界，正文读者仍看不到当前数据基础 | NEEDS_FIX |
+| `钼_市场分析.md` | 结论清晰，能说明看资源价格能否被合金需求承接 | 解释钼价、需求结构和公司钼业务占比的传导 | 缺连续价格、库存、产量和公司占比数据，正文应更明确降级，不能只以观察方法代替市场数据 | NEEDS_FIX |
+| `锗镓铟_市场分析.md` | 结论清晰，明确只能作为待补观察入口 | 把缺价格、供给、公司官方源分别解释为不能判断趋势、供给约束和公司暴露 | 已明确 `DATA_GAP_REVIEW`，未强行写趋势判断 | PASS |
+
+人工阅读判断：
+
+1. 5 篇都比旧模板更清楚，均能先说明市场读法或观察状态。
+2. 主要缺口不在“有没有解释方法”，而在“市场分析正文有没有呈现当前具体数据或明确数据缺口”。`小金属`、`稀土`、`锂钴镍`、`钼` 四篇仍更像“应该怎么分析”的方法说明，尚未充分满足“市场核心是数据，且数据要解释”的要求。
+3. `锗镓铟_市场分析.md` 因明确写成 `DATA_GAP_REVIEW`，且解释缺数据意味着不能做趋势判断，本轮可通过。
+4. 风险词和内部统计词抽查未发现越界交易表达；问题集中在人读数据支撑不足，不是合规越界。
+
+阻断问题：
+
+P1：四篇市场分析没有把已有市场数据或明确数据缺口落到正文。
+
+- 影响：用户读到的仍是市场分析框架，而不是“当前市场数据说明了什么”；可能复发此前“数据没有解释、报告不像给人看”的问题。
+- 涉及文件：`小金属_市场分析.md`、`稀土_市场分析.md`、`锂钴镍_市场分析.md`、`钼_市场分析.md`。
+- 最小修复要求：每篇新增或改写一个很短的“本轮可用数据 / 数据缺口怎么读”段落。能引用已有数据的，列出 1-3 个关键数据或线索并解释其市场含义；暂无可用数据的，明确写入 `DATA_GAP_REVIEW` 或等价降级状态，并说明不能形成趋势判断。
+- 反加码边界：不要求补新资料，不要求重读全部 raw，不要求全量重写 57 个文档，不要求新开同类补证 PASS。
+
+风险词和内部语言核查：
+
+已检索 `事实句覆盖`、`提及频次`、`mention_count`、`线索数量`、`事实句数量`、`买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议`。内部统计词未在正文中作为判断依据；风险词仅出现在限制、否定或边界语境。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+审计结论：
+需补充。`锗镓铟_市场分析.md` 可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR / DATA_GAP_REVIEW` 继续使用；其余 4 篇需按最小修复要求补充“具体数据或明确数据缺口解释”后重提。
+
+是否阻断：
+阻断本轮 5 篇作为一组整体通过；不阻断后续继续按小批次返修，也不要求扩大为全量重写。
+
+是否允许进入下一阶段：
+不建议把这 5 篇整体标为已通过。允许分析员只修复上述 4 篇的最小问题后重提复审。
+
+## AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001
+- 审计类型：未深改子行业总览第一批核心理念返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627125539985_28f38828
+- 关联任务：TASK-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-REVIEW-20260627
+- 关联案例：ANA-YS-INDUSTRY-001
+- 来源聊天入口：MBX_SESSION_MARKER:run_20260624002656377_3369482c
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`
+3. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+4. `ana-doc/案例审核规范.md`
+5. `ana-doc/有色案例/案例审核规范.md`
+6. `ana-doc/有色案例/案例分析规范.md`
+7. `ana-doc/研报体系/研报解析架构.md` 的核心理念要求
+8. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-PRINCIPLE-REPAIR-004`
+9. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004`
+10. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业总览第一批自检摘要.md`
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_总览.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_总览.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_总览.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_总览.md`
+
+复审范围：
+
+本次只复审上述 5 篇子行业总览的核心理念返修质量，不审核全部 57 个核心阅读文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把任何 DRAFT 升级为正式结论。
+
+复核结果：
+
+| 文件 | 结论清晰度 | 线索解释 | 人读语言 | 边界 | 结果 |
+|---|---|---|---|---|---|
+| `小金属_总览.md` | 将小金属定义为“战略资源和高端制造约束”的研究篮子，不写成统一买卖排序 | 拆出供给约束、下游不可替代性、公司主营暴露三条线索 | 能说明为什么该板块应按品种和公司暴露筛选 | 明确仅为研究排序，不是交易建议 | PASS |
+| `稀土_总览.md` | 将稀土定义为资源/配额约束和高端制造需求主线 | 说明配额、氧化物价格、磁材需求和公司分层各自回答的问题 | 能解释稀土为什么不能只看价格上涨 | 明确不能写成趋势确认或目标价判断 | PASS |
+| `锂钴镍_总览.md` | 将锂钴镍定义为等待再平衡的能源金属观察线 | 说明供给释放、库存需求和公司成本三类验证点 | 能解释“低位观察”和“反转确认”的差别 | 明确不把低位直接写成反转 | PASS |
+| `钼_总览.md` | 将钼定义为资源端供给弹性与特钢/高温合金需求主线 | 说明钼价、需求结构和公司业务占比的验证意义 | 能解释钼与普通消费金属的研究差异 | 明确线索少于铜、铝、稀土，需继续补价格序列和公司口径 | PASS |
+| `锗镓铟_总览.md` | 明确锗镓铟当前只能作为战略小金属待补研究入口 | 说明战略属性、伴生资源和公司暴露不足分别意味着什么 | 没有强行写成趋势判断，读者能理解当前为什么降级 | 明确 `DATA_GAP_REVIEW`，资料不足时不强行写结论 | PASS |
+
+人工阅读判断：
+
+1. 5 篇均已先给出清晰读法或观察状态，普通用户能理解“当前到底在说什么”。
+2. 5 篇均把线索解释为前因后果和研究含义，没有用事实句数量、提及频次、线索数量或内部覆盖统计替代正文判断。
+3. 钼、锗镓铟两篇证据相对薄，但已明确降级和待补边界，符合本轮 DRAFT 总览口径。
+4. 5 篇均保持 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 或 `DATA_GAP_REVIEW` 边界，未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。
+
+风险词和内部语言核查：
+
+已检索 `事实句覆盖`、`提及频次`、`mention_count`、`线索数量`、`事实句数量`、`买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议`。内部统计词未命中；风险词仅出现在限制、否定或边界语境。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过不关闭整体核心文档可读性问题，只说明这 5 篇子行业总览可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用。
+2. 钼、锗镓铟后续进入市场分析或公司页时，仍需补更具体的价格、供需、公司暴露或官方口径；总览中保留降级状态是合理的。
+3. 后续批次仍需按同一标准检查“结论先行、逐步解释、含义落地”，避免重新退回内部工作语言。
+
+审计结论：
+通过。允许本轮 5 篇未深改子行业总览作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。
+
+是否阻断：
+不阻断继续推进下一批核心理念返修；继续阻断宣称全部 57 个核心阅读文档已完成用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可继续选择下一批未深改子行业总览、市场分析或公司页按同一标准返修并送审，或对暂不返修文档明确降级/暂缓边界。
+
+## AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001
+- 审计类型：产业链总览阶段化写作样本返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627114552200_0af61bac
+- 关联任务：TASK-ANA-YS-STAGED-WRITING-SAMPLE-REVIEW-20260627
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+- 关联前序审计：AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+3. `ana-doc/有色案例/案例审核规范.md`
+4. `ana-doc/有色案例/案例分析规范.md`
+5. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-STAGED-WRITING-SAMPLE-001`
+6. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-STAGED-WRITING-SAMPLE-001`
+7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+8. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/阶段化样本返修_产业链总览自检摘要.md`
+
+复审范围：
+
+本次只复审前序 fp 审计允许的三项：术语解释、数据线索展开、巨龙铜矿时间口径。不复审全部 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把样本文档升级为正式结论。
+
+复核结果：
+
+| 检查项 | 复核判断 | 结果 |
+|---|---|---|
+| 术语解释 | 文档已解释 `LME`、`SHFE`、`SMM`、`Trading Economics` 的中文含义、主要用途和用户阅读方式，并说明 LME 偏海外、SHFE 偏国内交易所、SMM 偏国内现货和行业报价、Trading Economics 偏外部参照 | PASS |
+| 数据线索展开 | 文档已明确否定“53 条线索、41 张页图”作为内部工作量本身的意义，并按铜、铝、镍钴锂、锡锑钨、金银展开说明能读什么、有什么边界 | PASS |
+| 巨龙铜矿时间口径 | 文档已写明候选线索来自 2025 年年报点评，补入 2025 年全年铜产量 19.38 万吨、销量 19.37 万吨、巨龙铜业净利润 91.41 亿元，以及 2026 年 1 月 23 日二期工程投产、达产后矿产铜年产量 30-35 万吨 | PASS |
+| 内部语言降噪 | `53 条线索、41 张页图` 仅出现在“内部工作量本身没有意义”的否定语境；`提及频次` 仅出现在“不把公司提及频次当作价值判断”的限制语境 | PASS |
+| 结论边界 | 文档状态仍为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`，未输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺 | PASS |
+
+人工阅读判断：
+
+1. 本轮样本文档已经解决用户点名的三个局部问题，普通用户第一次看到 LME、SMM、SHFE、Trading Economics 时可以理解其作用。
+2. 数据线索已从“内部证据状态”转为“按品种告诉用户能读什么、还不能判断什么”，不再把线索数量或页图数量当成判断依据。
+3. 巨龙铜矿案例已经补足年份、日期和达产口径，能支撑“资源端研究要看产量、权益、成本和项目达产时间”的解释。
+4. 本轮未扩大范围，符合前序阶段化写作流程的反加码边界。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过只说明 `有色的产业链总览.md` 样本返修通过，不代表全部核心文档完成阶段化写作质量闭环。
+2. 后续推广时，应继续按阶段说明本轮重点，避免把样本通过误用为全量通过。
+3. `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001` 可从“样本待复审”推进为“样本通过，待后续批次按流程执行或明确暂缓边界”，但不应直接关闭。
+
+审计结论：
+通过。允许 `有色的产业链总览.md` 作为阶段化写作样本返修稿继续使用，并允许分析员按该样本方法进入后续批次，但每批仍需说明阶段重点和边界。
+
+是否阻断：
+不阻断后续按阶段化流程推进下一批核心文档返修；继续阻断宣称全部核心文档已完成最终用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可按该样本方法选择小范围批次继续修术语、数据展开和时间口径，或明确剩余文档暂缓/降级边界。
+
+## AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001
+- 审计类型：核心文档阶段化写作流程复盘审核 / fp 联合复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627113822197_25719377
+- 关联任务：TASK-ANA-YS-CORE-DOC-STAGED-WRITING-FP-REVIEW-20260627
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`
+3. `C:/Users/Administrator/.codex3/skills/mbx-case-review/SKILL.md`
+4. `ana-doc/有色案例/案例审核规范.md`
+5. `ana-doc/有色案例/案例分析规范.md`
+6. `ana-doc/有色案例/核心文档阶段化写作流程复盘.md`
+7. `ana-doc/有色案例/案例问题记录.md` 中 `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`
+8. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-STAGED-WRITING-FP-001`
+9. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+
+复审范围：
+
+本次只复审阶段化写作流程复盘方案，不复审核心正文返修结果，不要求全量重写 57 个核心文档，不重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+复核结果：
+
+| 检查项 | 复核判断 | 结果 |
+|---|---|---|
+| 是否覆盖用户反馈 | 复盘稿覆盖术语未解释、内部线索语言未展开、巨龙铜矿年份和时间口径不清，以及用户要求复盘审核为什么未挡住的问题 | PASS |
+| 是否复盘审核侧 | 复盘稿明确审核检查点停在“有没有解释”，未细到“普通用户无需背景知识也能读懂”；同时指出总览首读友好度和反向读者测试缺失 | PASS |
+| 是否复盘执行侧 | 复盘稿承认分析侧把核心文档当成一次成稿，缺少框架、数据落点、解释、口径、人读润色等中间状态 | PASS |
+| 阶段化流程是否可执行 | 六阶段流程把框架、数据落点、解释传导、术语口径、人读润色和分阶段审核拆开，每阶段集中检查 1-2 件事，可执行 | PASS |
+| 是否不过度加码 | 方案明确不全量重写、不重读全部 raw、不重启 PASS-017、不把每个小修拆成 6 次送审；阶段可合并但必须说明本轮重点 | PASS |
+| 下一步范围 | 仅允许先以 `有色的产业链总览.md` 作为样本文档修术语、数据展开和时间口径，再送样本复审 | PASS |
+
+审核侧漏审原因判断：
+
+认可复盘稿对审核侧的归因。前序审核确实把重点放在 DRAFT 边界、风险词、是否有数据解释、是否有传导链和文件状态上，没有把“首读用户是否知道 LME/SMM/SHFE/Trading Economics 是什么”“内部证据状态是否被翻译成用户读法”“全年、本周、上周是否有具体报告期”拆成独立检查项。这个根因能解释为什么审核员能挡住“完全没有解释”，但没挡住“解释仍像内部工作说明”。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 阶段化流程通过不等于 `有色的产业链总览.md` 已经修好；样本文档必须另行返修并复审。
+2. 后续送审应明确本轮处于哪个阶段，避免一次请求同时审框架、数据、解释、术语、润色和边界。
+3. “每阶段只查 1-2 件事”是为了降低漏审，不应演变为所有小修都必须拆成多轮完整审核包。
+
+审计结论：
+有条件通过。阶段化写作流程复盘方案可作为后续有色核心文档可读性返修口径使用。
+
+是否阻断：
+不阻断下一步以 `有色的产业链总览.md` 做样本返修；继续阻断宣称该复盘问题已闭环或核心正文已完成质量修复。
+
+是否允许进入下一阶段：
+允许。下一阶段只允许按本方案最小范围修复 `有色的产业链总览.md` 的术语解释、数据线索展开和时间口径，并提交样本复审。
+
+## AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-20260627-001
+- 审计类型：铜链条核心正文可读性返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627112058889_62525aba
+- 关联任务：TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-COPPER-REVIEW-20260627
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `ana-doc/有色案例/案例审核规范.md`
+3. `ana-doc/有色案例/案例分析规范.md`
+4. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-003`
+5. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-003`
+6. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 中 `第三批可读性正文返修：铜链条`
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`
+
+复审范围：
+
+本次只复审铜链条 4 个核心正文文件的可读性返修，不复审全部 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把任何 DRAFT 升级为正式结论。
+
+复核结果：
+
+| 文件 | 新增/修正内容 | 数据解释 | 传导 | 边界 | 结果 |
+|---|---|---|---|---|---|
+| `子行业/铜_市场分析.md` | 新增 `把铜价、库存、TC/RC 连起来读` | 说明铜价回答价格，库存回答现货压力，TC/RC 回答利润分配 | 拆清资源端、冶炼端和材料端的利润位置 | 明确页图和外部来源仍需日期、单位、原始表格行和数值一致性核验 | PASS |
+| `子行业/铜_详细介绍.md` | 新增 `铜价上涨为什么不等于所有铜公司都受益` | 解释铜价上涨只是收入侧信号，仍要判断涨价来源和利润留存位置 | 区分资源端、冶炼端、材料端传导差异 | 明确当前只能作为 DRAFT 观察框架，不给正式行业结论 | PASS |
+| `公司/江西铜业.md` | 从占位稿改为综合铜企观察页 | 解释铜矿、冶炼、铜材、TC/RC 和库存如何影响利润 | 说明铜价、权益矿、冶炼加工费、副产品和套保的传导关系 | 明确官方年报、公告和交易所披露未核前不能升级为正式公司结论 | PASS |
+| `公司/铜陵有色.md` | 从占位稿改为冶炼和资源复合观察页 | 解释权益矿、冶炼加工费、副产品和库存风险 | 说明权益矿比例、加工费、硫酸等副产品和库存/套保对利润的影响 | 明确仍需官方披露确认资源、产能、加工费、副产品和套保口径 | PASS |
+
+人工阅读判断：
+
+1. 四个文件均已把铜价、库存、TC/RC、资源端、冶炼端和材料端差异解释为用户能理解的市场、产业链或公司含义，不是只列数据。
+2. 两个公司页已从占位式公司页提升为可读观察页，能说明江西铜业和铜陵有色为什么不能只看铜价，还要看权益矿、加工费、副产品、库存、套保和官方披露口径。
+3. 本轮未使用研报提及频次、`mention_count`、内部覆盖统计或事实句数量证明用户正文判断。`rg -n "提及频次|被提及约|mention_count|事实句|覆盖"` 对 4 个文件无命中。
+4. 四个文件均保持 DRAFT 边界，未输出正式铜行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。
+
+风险词核查：
+
+已检索 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议`。命中均为限制、否定或边界语境，未发现越界结论。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`，只说明铜链条 4 个文件可作为 `READABILITY_CONTENT_REPAIR` DRAFT 使用。
+2. 后续公司页仍应优先用官方披露、原研报线索和数据传导说明公司含义，避免把公司被提及或进入队列本身写成判断依据。
+3. 后续其余核心文档仍需分批返修或明确降级/暂缓边界。
+
+审计结论：
+通过。允许铜链条 4 个文件作为第三批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。
+
+是否阻断：
+不阻断继续按同一标准推进下一批核心正文可读性返修；继续阻断宣称全部核心文档已完成最终用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可选择下一批核心正文继续按本标准返修并送审，或明确剩余文档降级/暂缓范围。
+
+## AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-20260627-001
+
+- 审计 ID：AUDIT-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-20260627-001
+- 审计类型：铝链条核心正文可读性返修复审 / fp 后续复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627110459074_d2b8f986
+- 关联任务：TASK-ANA-YS-CORE-DOC-READABILITY-CONTENT-ALUMINUM-REVIEW-20260627
+- 关联问题：ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001
+- 关联案例：ANA-YS-INDUSTRY-001
+
+前置阅读：
+
+1. `C:/Users/Administrator/.codex3/skills/fp/SKILL.md`
+2. `ana-doc/有色案例/案例审核规范.md`
+3. `ana-doc/有色案例/案例分析规范.md`
+4. `ana-doc/有色案例/案例分析设计.md` 中 `DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-READABILITY-CONTENT-002`
+5. `ana-doc/有色案例/案例执行日志.md` 中 `RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-002`
+6. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md` 中 `第二批可读性正文返修：铝链条`
+
+复审对象：
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`
+
+复审范围：
+
+本次只复审铝链条 3 个核心正文文件的可读性返修，不复审全部 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把任何 DRAFT 升级为正式结论。
+
+复核结果：
+
+| 文件 | 新增/修正内容 | 数据解释 | 传导 | 边界 | 结果 |
+|---|---|---|---|---|---|
+| `子行业/铝_市场分析.md` | 新增 `这些数据放在一起怎么读` | 说明铝价是结果，库存和成本解释价格能否传导到利润 | 拆成库存去化、氧化铝/电力成本、公司类型三步读法 | 明确日期、单位、原始表格行和历史分位未核，不写正式强周期 | PASS |
+| `公司/中国铝业.md` | 新增 `一体化公司到底看什么`，弱化提及频次表达 | 说明铝土矿、氧化铝、电解铝和铝价共同决定利润留存 | 传导到一体化公司与外购氧化铝公司、低成本电解铝公司差异 | 明确官方数据未核前只能作为一体化样本队列 | PASS |
+| `公司/云铝股份.md` | 新增 `低成本电解铝到底看什么`，弱化提及频次表达 | 说明铝价/库存回答行业景气，电力成本和氧化铝采购回答利润留存 | 传导到低成本电解铝、绿电优势和吨铝利润弹性 | 明确需官方披露确认电解铝产能、电力来源、用电成本和氧化铝采购口径 | PASS |
+
+人工阅读判断：
+
+1. 三个文件均已把数据解释为市场阶段、产业链利润传导或公司观察含义，不是只列数据。
+2. 铝市场文档能解释价格、库存、氧化铝/电力成本和供给事件之间的关系；公司页能解释中国铝业和云铝股份为什么对应不同铝链条公司类型。
+3. 本轮未使用研报提及频次、`mention_count`、内部覆盖统计或事实句数量证明用户正文判断。`rg -n "提及频次|被提及约|mention_count|事实句|覆盖"` 对 3 个文件无命中。
+4. 三个文件均保持 DRAFT 边界，未输出正式铝行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。
+
+风险词核查：
+
+已检索 `买入`、`卖出`、`目标价`、`收益承诺`、`交易指令`、`正式行业结论`、`正式公司结论`、`正式指标`、`交易建议`。命中均为限制、否定或边界语境，未发现越界结论。
+
+命令摘要：
+
+`python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0。
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过不关闭 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`，只说明铝链条 3 个文件可作为 `READABILITY_CONTENT_REPAIR` DRAFT 使用。
+2. 后续公司页仍应尽量把“公司提及”改写为“研报线索入口 / 深读入口”，避免读者误解为提及次数本身有判断力。
+3. 后续其余核心文档仍需分批返修或明确降级/暂缓边界。
+
+审计结论：
+通过。允许铝链条 3 个文件作为第二批 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。
+
+是否阻断：
+不阻断继续按同一标准推进下一批核心正文可读性返修；继续阻断宣称全部核心文档已完成最终用户阅读质量闭环。
+
+是否允许进入下一阶段：
+允许。下一阶段可选择下一批核心正文继续按本标准返修并送审，或明确剩余文档降级/暂缓范围。
+
diff --git "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\346\211\247\350\241\214\346\227\245\345\277\227.md" "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\346\211\247\350\241\214\346\227\245\345\277\227.md"
index 6f46a32..678ce27 100644
--- "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\346\211\247\350\241\214\346\227\245\345\277\227.md"
+++ "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\346\211\247\350\241\214\346\227\245\345\277\227.md"
@@ -2028,3 +2028,935 @@
边界：
1. 本轮只修复状态口径，不新增补证、不新增页图、不扩大 PASS-019 范围。
2. `formal_upgrade_status` 仍保留正式升级前置边界；页图生成不等于正式表格证据通过。
+
+## 2026-06-26 20:11:00 RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001：有色核心文档结构对齐
+
+关联父级执行：
+`RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001`
+
+执行目标：
+按用户指定的 mirror 目录结构，修正有色研报解析方案中的核心文档输出形态。明确综合草稿不是最终用户阅读结构，后续应沉淀为索引、产业链总览、市场总览、子行业总览/详细、公司单页、数据表和暗线分账。
+
+参考目录：
+`D:\策略项目\s-system-doc\observer\mirror\有色行业报告`
+
+执行动作：
+1. 抽查 mirror 目录中不带数字的核心文档和目录：`有色行业报告索引.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`、`子行业/`、`公司/`、`数据表/`、`暗线/`、公开信息补充清单和抓取方案。
+2. 更新父级 `ana-doc/研报体系/研报分析架构.md` 和 `ana-doc/研报体系/研报解析架构.md`，把核心文档结构固化为通用输出口径。
+3. 更新 `ana-doc/有色案例/有色研报解析方案.md`，新增“有色核心文档目录结构”。
+4. 明确有色后续用户主入口应迁移为中文核心文档结构，不再以单篇综合草稿替代整套核心文档。
+
+边界：
+1. 本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。
+2. 本轮不输出正式行业结论、正式公司结论、正式指标、交易指令或收益承诺。
+3. 现有 `有色研报研究综合草稿.md` 保持过渡型 DRAFT 草稿；后续核心文档迁移仍需按设计、执行和审核流程推进。
+
+## 2026-06-26 20:18:00 RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001：有色核心文档结构复审修复
+
+关联父级执行：
+`RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001`
+
+关联审核：
+`AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001`
+
+修复原因：
+审核员指出有色方案中“三类核心文档”表述仍可能被误读为只能输出行业视图、市场视图、公司视图三个文件。用户同时补充要求子行业层级必须单独增加市场视角文件，即 `子行业/<金属或板块>_市场分析.md`。
+
+修复动作：
+1. 将 `有色研报案例的正式输出围绕三类视图展开` 修正为“三类视图是分析视角，不是只能输出三个文件”。
+2. 将有色对齐表中的“顶层只允许行业视图、市场视图、公司视图三类核心文档”修正为“行业视图、市场视图、公司视图是分析视角；稳定中文文件名和目录是承载形态”。
+3. 在有色核心文档清单中为铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属补充 `*_市场分析.md`。
+4. 在阅读顺序和最低要求中补充 `子行业/<金属或板块>_市场分析.md`，要求单独承接价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界。
+
+边界：
+1. 本轮只修文档口径，不补新资料、不生成新核心文档正文。
+2. 本轮不重启 PASS-017，不新增同类补证 PASS。
+3. 本轮不输出正式行业结论、正式公司结论、正式指标、交易指令或收益承诺。
+
+## 2026-06-26 20:31:00 RUN-ANA-YS-REVIEW-READ-ANALYSIS-SPEC-001：补充有色审核前置阅读口径
+
+触发原因：
+用户指出审核员必须先知道分析员应遵守的有色本地分析规范，才能判断分析员工作是否有问题，不能只看父级审核规范或消息摘要。
+
+执行动作：
+1. 更新 `ana-doc/有色案例/案例审核规范.md`。
+2. 将本目录 `案例分析规范.md` 加入“有色专业审核依据”首项。
+3. 明确审核有色研报案例前，审核员必须读取本目录 `案例分析规范.md`，并把它作为判断分析员是否按有色本地分析规范执行的必查依据。
+4. 在“当前自定义状态”中新增审核前置阅读要求。
+5. 在“有色补充检查”中新增检查项：确认本目录 `案例分析规范.md` 已读取，并核查分析员是否符合其中的父级继承关系、有色本地补充、禁止事项和 darkline 使用要求。
+
+边界：
+1. 本轮只修有色本地审核口径，不修改父级流程母版。
+2. 本轮不补新资料、不重启 PASS、不改变任何有色 DRAFT 产物状态。
+3. 后续有色设计审核、执行审核、输出审核和复审均必须执行该前置阅读要求。
+
+## 2026-06-26 20:48:00 RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001：有色方案实施边界修正
+
+关联父级执行：
+`RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001`
+
+执行目标：
+落实用户对母版和行业方案边界的要求：`研报解析架构.md` 是指导思想和方法母版；有色输出文档架构、文件清单、子行业拆分、公司范围、数据表入口、暗线入口和具体执行策略，以 `有色研报解析方案.md` 和已审核设计为准。
+
+修改动作：
+1. 更新 `ana-doc/有色案例/有色研报解析方案.md` 的“母版继承”章节，新增执行边界说明。
+2. 更新 `ana-doc/有色案例/有色研报解析方案.md` 的方案维护记录，登记本次“母版和方案边界修正”。
+3. 同步父级 `案例分析规范.md`、`案例审核规范.md` 和 `目录导读.md` 的母版/行业方案边界规则。
+
+边界：
+1. 本轮不修改 `ana-doc/研报体系/研报解析架构.md`。
+2. 本轮不生成新核心文档正文、不补新资料、不重启 PASS-017。
+3. 后续有色具体输出结构调整，优先修改本方案并提交方案复审。
+
+## 2026-06-26 20:59:00 RUN-ANA-YS-CORE-READING-STRUCTURE-SIMPLIFY-001：有色用户核心阅读结构收敛
+
+执行目标：
+根据用户确认，从用户阅读角度收敛有色核心输出结构。核心阅读文件只保留两个总览、子行业三件套和单公司页；索引、公司横向同步总表、数据表索引、暗线总表、公开信息补充和待补资料清单不再作为核心阅读文档。
+
+修改动作：
+1. 更新 `ana-doc/有色案例/有色研报解析方案.md` 的“有色核心文档目录结构”。
+2. 移除核心阅读结构中的 `有色行业报告索引.md`、`公司/公司横向同步总表.md`、`数据表/`、`暗线/`、`有色公开信息补充清单.md`、`有色公开信息补充抓取方案.md` 和 `待补资料清单.md`。
+3. 明确内部支撑材料仍可作为 result_index、证据链、审核或后续补证入口存在，但不作为用户核心输出文档。
+4. 明确后续正式用户先读入口优先为 `有色的产业链总览.md` 和 `有色的市场情况总览.md`。
+5. 在方案维护记录中登记“用户核心阅读结构收敛”。
+
+边界：
+1. 本轮只修改有色本地方案，不修改 `ana-doc/研报体系/研报解析架构.md`。
+2. 本轮不生成新核心文档正文、不补新资料、不重启 PASS-017。
+3. 本轮不把任何有色 DRAFT 输出升级为正式结论或对外交付版本。
+
+## 2026-06-26 23:36:00 RUN-ANA-YS-CORE-READING-DOCS-001：有色用户核心阅读文档生成
+
+关联设计：
+`DESIGN-ANA-YS-INDUSTRY-001-CORE-READING-DOCS-001`
+
+来源聊天记录：
+1. 来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+2. 覆盖消息范围：用户要求按有色方案输出核心文档。
+3. 用户原始要求摘要：生成用户真正阅读的中文核心文档，不再只给综合草稿或旧三类草稿。
+
+执行动作：
+1. 在 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/` 下生成核心阅读目录。
+2. 生成两个总览：`有色的产业链总览.md`、`有色的市场情况总览.md`。
+3. 为铜、铝、锂钴镍、稀土、钨、钼、锡锑、锗镓铟、小金属生成子行业三件套，共 27 个子行业文档。
+4. 生成 27 个公司页，均保持 `DRAFT_FOR_REVIEW` 和观察状态。
+5. 生成 `核心阅读入口.md`，并更新 `result_index.md` 的用户优先入口。
+
+产出统计：
+1. 核心阅读目录 Markdown 文件合计 57 个。
+2. 子行业文档：总览 9 个，详细介绍 9 个，市场分析 9 个。
+3. 公司页：27 个。
+
+边界：
+1. 本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。
+2. 本轮只把既有 DRAFT 研究材料迁移成用户核心阅读结构。
+3. 所有文档继续保持 `DRAFT_FOR_REVIEW`，不得作为正式行业结论、正式公司结论、正式指标、交易建议或对外交付版本。
+
+## 2026-06-27 00:05:00 RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001：市场总览数据支撑修正
+
+关联设计：
+`DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001`
+
+触发原因：
+用户指出市场核心是数据，所有市场结论必须有数据支撑，而新生成的 `有色的市场情况总览.md` 没有把已有数据放入正文。经核查，数据存在于旧市场草稿和原研报价格库存线索表，问题是核心文档迁移执行不到位。
+
+修正动作：
+1. 在 `有色的市场情况总览.md` 增加核心市场数据卡，覆盖 LME、SMM、SHFE、Trading Economics 等既有 DRAFT 数据入口。
+2. 增加原研报价格/库存/市场线索统计：53 条候选、38 条已有外部来源候选映射、15 条仍需补核、41 张 PASS-019 已恢复页图。
+3. 增加市场变量覆盖度表：price 1081、supply 994、demand 495、cost 318、inventory 248、risk 215、policy 185、margin 42。
+4. 将市场风向表增加 `数据支撑` 列。
+5. 增加 `结论和数据对应关系`，明确每条市场判断的数据支撑、结论强度和缺口。
+
+边界：
+1. 本轮不补新资料、不重启 PASS-017、不新增同类补证 PASS。
+2. 本轮只把已有 DRAFT 数据显性写入市场总览。
+3. 市场数据仍保持 DRAFT 或 DATA_GAP_REVIEW，不升级为正式指标、交易建议或对外交付结论。
+
+## 2026-06-26 23:59:30 RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-TIME-META-001：市场总览数据支撑修正时序元数据说明
+
+关联审核：
+`AUDIT-ANA-YS-MARKET-DATA-SUPPORT-FIX-20260627-001`
+
+修正对象：
+1. `DESIGN-ANA-YS-INDUSTRY-001-MARKET-DATA-SUPPORT-FIX-001`
+2. `RUN-ANA-YS-MARKET-DATA-SUPPORT-FIX-001`
+
+问题说明：
+前述设计条目标题写为 `2026-06-27 00:03:00`，执行日志条目标题写为 `2026-06-27 00:05:00`，晚于送审消息 `msg_20260626235604155_edb1d0a4` 的创建时间 `2026-06-26T23:56:04+08:00`，造成正式记录上类似“先送审、后设计/执行”的歧义。
+
+正确时序口径：
+1. `有色的市场情况总览.md` 文件系统落地时间为 `2026-06-26 23:54:03`，早于送审消息。
+2. `案例分析设计.md` 文件系统落地时间为 `2026-06-26 23:54:41`，早于送审消息。
+3. `案例执行日志.md` 文件系统落地时间为 `2026-06-26 23:55:04`，早于送审消息。
+4. 因此，本轮问题是条目标题记录时间写成未来时间的元数据错误，不是实际先送审后落地。
+
+处理边界：
+1. 本轮只追加时序元数据说明，不改市场数据内容。
+2. 不补新资料、不重跑市场数据、不新增同类补证 PASS。
+3. 后续复审只核时序说明和未扩大范围。
+
+## 2026-06-27 01:29:00 RUN-ANA-YS-CORE-DOC-QUALITY-FP-001：核心阅读文档质量漏审联合复盘发起
+
+关联问题：
+`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+
+关联复盘：
+`FP-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+
+触发来源：
+用户指出有色核心阅读文档不只是市场总览有问题，而是大量文档存在“市场没有数据、结论没有案例、没有前因后果”的问题，并要求分析员用 fp 技能与审核员一起复盘，重新对照 `ana-doc/研报体系/研报解析架构.md`。
+
+执行动作：
+1. 显式读取本地 fp 规范：`C:/Users/Administrator/.codex3/skills/fp/SKILL.md` 和 `C:/Users/Administrator/.codex3/skills/fp/AI协作复盘规范.md`。
+2. 对照 `ana-doc/研报体系/研报解析架构.md` 的核心理念、核心文档输出、写作底线和审核校验要求。
+3. 抽查 `铜_详细介绍.md`、`紫金矿业.md`、`有色的产业链总览.md` 等核心阅读文档。
+4. 对 57 个核心阅读 Markdown 做只读统计，发现推理链相关词中位数为 2，44 个文件低于 5；案例/证据相关词低于 5 的文件有 15 个。
+5. 新增复盘输入稿：`ana-doc/有色案例/核心文档质量漏审复盘.md`。
+6. 在 `ana-doc/有色案例/案例问题记录.md` 登记 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。
+7. 通过 MB-X 向审核员发送联合复盘请求：`msg_20260627013202810_0153cfb4`。
+
+边界：
+1. 本轮不是分析员单方复盘闭环；必须等待审核员参与并返回联合复盘结论。
+2. 本轮不要求重新读取全部 359 份原始资料。
+3. 本轮不立即全量重写 57 个核心文档。
+4. 本轮不重启 PASS-017，不新增同类旧缺口补证 PASS。
+5. 后续优先用 4 个样本文档建立合格标准，再分批迁移其余核心阅读文档。
+
+## 2026-06-27 01:40:00 RUN-ANA-YS-CORE-DOC-QUALITY-DOWNGRADE-001：核心阅读文档质量漏审降级落地
+
+关联设计：
+`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-QUALITY-DOWNGRADE-001`
+
+关联审核：
+`AUDIT-ANA-YS-CORE-DOC-QUALITY-FP-20260627-001`
+
+关联消息：
+`msg_20260627013735164_a642cb97`
+
+执行目标：
+落实审核员联合 fp 复盘的第一项必须修正：在用户入口中明确当前 57 个核心阅读文档不能称为合格用户核心阅读稿，只能作为结构草稿和返修基线；并进入 4 个样本文档返修阶段。
+
+执行动作：
+1. 更新 `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`，将状态改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。
+2. 在 `result_index.md` 增加“重要降级说明”，列明降级原因、后续样本和正式输出限制。
+3. 更新 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`，将状态改为 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。
+4. 在 `核心阅读入口.md` 增加“当前降级状态”，说明 57 个 Markdown 只能用于目录结构、研究排序和返修方向。
+
+后续样本：
+1. `有色的产业链总览.md`
+2. `子行业/铜_详细介绍.md`
+3. `子行业/铜_市场分析.md`
+4. `公司/紫金矿业.md`
+
+边界：
+1. 本轮只落地降级入口和样本返修起点。
+2. 不重新读取全部 359 份原始资料。
+3. 不立即全量重写 57 个文档。
+4. 不重启 PASS-017。
+5. 不新增同类旧缺口补证 PASS。
+6. 样本通过前，不关闭 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。
+
+## 2026-06-27 01:48:00 RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-001：核心阅读文档 4 个样本返修
+
+关联设计：
+`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-SAMPLE-REPAIR-001`
+
+关联问题：
+`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+
+执行动作：
+1. 读取既有综合草稿、市场总览、原研报价格库存线索表、事实句表、公司证据卡和公司来源卡。
+2. 返修 `有色的产业链总览.md`，补入四条主线覆盖、资源端主线原因、巨龙铜矿案例、公司分层和缺口边界。
+3. 返修 `铜_详细介绍.md`，补入铜数据卡、产业链利润传导、主导变量证明卡、湿法铜/TC/RC/巨龙铜矿等案例线索。
+4. 返修 `铜_市场分析.md`，补入铜价格库存数据卡、供需利润传导、横向对比、公司弹性排序口径和失效条件。
+5. 返修 `紫金矿业.md`，补入公司证据卡、官方源入口、巨龙铜矿/Manono 项目线索、利润弹性链条和横向对比。
+6. 生成 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/样本返修自检摘要.md`。
+
+自检结果：
+1. 4 个样本文档均包含 `SAMPLE_CONTENT_REPAIR` 状态。
+2. 风险词抽查中“正式行业结论、正式公司结论、买入、卖出、目标价、收益承诺、交易指令”等均处于限制或否定语境。
+3. 治理校验待本轮送审前执行。
+
+边界：
+1. 本轮只返修 4 个样本文档。
+2. 不全量重写 57 个核心阅读文档。
+3. 不重新读取全部 359 份原始资料。
+4. 不重启 PASS-017。
+5. 不新增同类旧缺口补证 PASS。
+6. 样本复审通过前，不关闭 `ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`。
+
+## 2026-06-27 01:52:00 RUN-ANA-YS-CORE-DOC-SAMPLE-REPAIR-REVIEW-RECEIPT-001：样本文档人读质量复审回执
+
+关联审核：
+`AUDIT-ANA-YS-CORE-DOC-SAMPLE-REPAIR-20260627-001`
+
+关联消息：
+`msg_20260627015202494_667bead1`
+
+复审结论：
+审核员确认 4 个样本文档人读质量复审通过，但只覆盖样本，不覆盖全部 57 个核心阅读文档，也不升级为正式行业结论、正式公司结论或正式指标。
+
+通过样本：
+1. `有色的产业链总览.md`
+2. `子行业/铜_详细介绍.md`
+3. `子行业/铜_市场分析.md`
+4. `公司/紫金矿业.md`
+
+审核员确认：
+1. 样本已从“结构占位稿”提升为“有人读价值的 DRAFT 样本”。
+2. 样本展示了如何把数据、案例、前因后果、横向对比和公司含义写入核心阅读文档。
+3. 样本中引用的 LME、SMM、SHFE、TC/RC、巨龙铜矿和 Manono 等数据仍需在正式输出前完成原始表格行、报告日期、单位口径、官方源和数值一致性核验。
+4. 其余 53 个核心阅读文档仍不得自动升级为合格稿，必须按样本标准分批迁移或继续保持降级状态。
+
+当前问题状态：
+`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001` 推进为“样本返修通过，待分批迁移”，暂不关闭。
+
+后续动作：
+允许按本样本标准分批迁移其余核心阅读文档，并逐批提交复审；若暂不迁移，必须在结果入口明确剩余范围仍处于 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW`。
+
+## 2026-06-27 02:06:00 RUN-ANA-YS-CORE-DOC-BATCH-ALUMINUM-REPAIR-001：核心阅读文档铝链条分批迁移
+
+关联设计：
+`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-ALUMINUM-REPAIR-001`
+
+关联问题：
+`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+
+执行动作：
+1. 读取铝链条 5 个现有核心阅读文档，确认原稿仍偏结构模板，缺少足够数据、案例和前因后果。
+2. 从既有事实句表、价格库存线索表、外部价格库存入口、公司证据卡和公司暴露草表中提取铝链条已有证据。
+3. 返修 `铝_总览.md`，补入铝价、库存、几内亚铝土矿、中东电解铝、俄铝库存和公司分层。
+4. 返修 `铝_详细介绍.md`，补入产业链拆解、数据事实基础、库存低位、铝土矿/氧化铝、中东/俄铝、公司映射和触发/失效条件。
+5. 返修 `铝_市场分析.md`，补入市场数据卡、供给/需求/成本拆解、横向比较、公司弹性排序和观察框架。
+6. 返修 `中国铝业.md`，补入一体化铝链读法、数据证据入口、前因后果、横向对比和官方源核验清单。
+7. 返修 `云铝股份.md`，补入低成本电解铝/绿电属性读法、数据证据入口、利润传导、横向对比和官方源核验清单。
+8. 生成 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_铝链条自检摘要.md`。
+
+边界：
+1. 本轮只迁移铝链条 5 个核心阅读文档。
+2. 不重新读取全部 359 份原始资料。
+3. 不重启 PASS-017。
+4. 不新增同类旧缺口补证 PASS。
+5. 不把 DRAFT 候选数据写成正式指标、正式行业结论、正式公司结论、买卖建议、目标价或收益承诺。
+
+## 2026-06-27 02:35:00 RUN-ANA-YS-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001：核心阅读文档锡锑链条分批迁移
+
+关联设计：
+`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TIN-ANTIMONY-REPAIR-001`
+
+关联问题：
+`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+
+执行动作：
+1. 读取锡锑链条 6 个现有核心阅读文档，确认原稿仍偏结构模板，缺少足够数据、案例和前因后果。
+2. 从既有事实句表、价格库存线索表、公司证据卡和公司暴露草表中提取锡锑链条已有证据。
+3. 返修 `锡锑_总览.md`，补入锡价库存、锑价供给、AI-PCB/锡膏、阻燃/光伏/军工和公司分层。
+4. 返修 `锡锑_详细介绍.md`，补入产业链利润流、锡数据案例、锑供给案例、公司案例和横向对比。
+5. 返修 `锡锑_市场分析.md`，补入市场数据卡、供需利润传导、市场显影、公司弹性排序和风险边界。
+6. 返修 `锡业股份.md`、`华锡有色.md`、`华钰矿业.md`，补入公司含义、数据证据入口、前因后果、横向对比和官方源核验清单。
+7. 生成 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_锡锑链条自检摘要.md`。
+
+边界：
+1. 本轮只迁移锡锑链条 6 个核心阅读文档。
+2. 不重新读取全部 359 份原始资料。
+3. 不重启 PASS-017。
+4. 不新增同类旧缺口补证 PASS。
+5. 不把 DRAFT 候选数据写成正式指标、正式行业结论、正式公司结论、买卖建议、目标价或收益承诺。
+
+## 2026-06-27 02:21:00 RUN-ANA-YS-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001：核心阅读文档钨链条分批迁移
+
+关联设计：
+`DESIGN-ANA-YS-INDUSTRY-001-CORE-DOC-BATCH-TUNGSTEN-REPAIR-001`
+
+关联问题：
+`ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001`
+
+执行动作：
+1. 读取钨链条 7 个现有核心阅读文档，确认原稿仍偏结构模板，缺少足够数据、案例和前因后果。
+2. 从既有事实句表、价格库存线索表、公司证据卡和公司暴露草表中提取钨链条已有证据。
+3. 返修 `钨_总览.md`，补入钨精矿、APT、碳化钨粉、战略资源供给约束、高端制造需求和公司分层。
+4. 返修 `钨_详细介绍.md`，补入产业链利润流、价格链条、供给案例、需求案例、中钨高新金洲精工案例和横向对比。
+5. 返修 `钨_市场分析.md`，补入市场数据卡、供需利润传导、市场显影、横向对比和公司弹性排序。
+6. 返修 `中钨高新.md`、`厦门钨业.md`、`章源钨业.md`、`湖南黄金.md`，补入公司含义、数据证据入口、前因后果、横向对比和官方源核验清单。
+7. 生成 `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/分批迁移_钨链条自检摘要.md`。
+
+边界：
+1. 本轮只迁移钨链条 7 个核心阅读文档。
+2. 不重新读取全部 359 份原始资料。
+3. 不重启 PASS-017。
+4. 不新增同类旧缺口补证 PASS。
+5. 不把 DRAFT 候选数据写成正式指标、正式行业结论、正式公司结论、买卖建议、目标价或收益承诺。
+## 2026-06-27 02:40:00 RUN-ANA-YS-CORE-DOC-HUMAN-READABLE-FIX-001：核心阅读文档人读表达修正
+
+### 背景
+
+用户指出“事实句覆盖”这类表达不是人类读法；用户需要的是大概率靠谱的结论、数据、案例和逻辑，而不是向用户证明覆盖了多少条内部抽取记录。
+
+### 执行
+
+1. 在 `ana-doc/有色案例/有色研报解析方案.md` 增加用户核心阅读文档写作口径：用户正文不得用内部抽取或审计统计证明结论。
+2. 清理 `outputs/核心文档/` 中产业链总览、市场总览、子行业、公司页和自检摘要里的 `事实句` 类表达。
+3. 把相关位置改成“判断依据、资料基础、研报线索、候选线索、关键数据、案例、还缺什么”等人读表达。
+4. 修正批量替换过程中产生的固定字符误替换，并复查无残留。
+
+### 校验
+
+1. `rg -n "事实句覆盖|事实句数量|事实句约|相关事实句|事实句" ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档 -g "*.md"`：无命中。
+2. `rg -n "前前|给给|额额|金金|报报|给应|适金" ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档 -g "*.md"`：无命中。
+
+### 边界
+
+本轮不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把 DRAFT 文档升级为正式结论。
+## 2026-06-27 02:55:00 RUN-ANA-YS-CORE-DOC-READABILITY-FP-001：核心文档数据解释和人读质量二次复盘
+
+### 背景
+
+用户指出前序返修仍未真正消化 `研报解析架构.md`：数据必须解释，只给数据不解释用户不知道要干什么；报告不是给人看的，建议分析员和审核员一起用 fp 复盘，并参考外部行业报告、市场报告、公司报告案例。
+
+### 执行
+
+1. 读取 `fp` 技能规范和 `AI协作复盘规范.md`。
+2. 复读 `ana-doc/研报体系/研报解析架构.md` 的核心理念、市场文档要求、公司文档要求和核心文档输出参考流程。
+3. 抽读用户此前指定的本地参考目录 `D:/策略项目/s-system-doc/observer/mirror/有色行业报告/` 中的总览、市场总览、索引和核心文档输出方案。
+4. 检索并参考外部公开报告写法：McKinsey Global Materials Perspective、S&P Global Copper in the Age of AI、IEA Global Critical Minerals Outlook、Deloitte Tracking the trends。
+5. 新建二次复盘稿 `ana-doc/有色案例/核心文档人读质量二次复盘.md`。
+6. 在 `案例问题记录.md` 新增 `ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001`。
+
+### 当前结论
+
+本轮不继续改核心正文。当前根因判断是：不是单纯缺数据，而是报告写法没有把数据翻译成人话。后续建议先建立“结论、数据/案例、解释、传导、边界”五段式核心判断标准，并用 3 个段落样本复审，不立即全量重写 57 个文档。
+
+### 边界
+
+不重新读取全部 359 份 raw；不重启 PASS-017；不新增同类旧缺口补证 PASS；不把任何 DRAFT 核心文档升级为正式输出。
+## 2026-06-27 03:02:00 RUN-ANA-YS-CORE-DOC-READABILITY-SAMPLE-001：核心文档段落级可读性样本返修
+
+### 背景
+
+审核员确认二次复盘方案有条件通过，允许按最小范围执行 3 个段落样本返修，覆盖市场数据、产业链和公司段落。
+
+### 执行
+
+1. 读取现有 `铜_市场分析.md` 中铜价、库存、TC/RC 相关段落。
+2. 读取现有 `铝_总览.md` 中铝土矿、氧化铝、电力成本和库存相关段落。
+3. 读取现有 `紫金矿业.md` 中巨龙铜矿、铜价、权益产量、项目达产相关段落。
+4. 新建 `outputs/核心文档/段落级可读性样本返修.md`，按五段式写 3 个样本段。
+
+### 输出
+
+`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/段落级可读性样本返修.md`
+
+### 边界
+
+本轮只生成样本，不覆盖原 57 个核心正文，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式行业结论或正式公司结论。
+## 2026-06-27 03:12:00 RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-001：核心正文最小可读性返修
+
+### 背景
+
+段落级可读性样本已通过审核员复审。按用户要求，开始输出新的核心文档正文，但保持最小范围，不全量重写。
+
+### 执行
+
+1. 将铜市场数据解释段迁移到 `有色的市场情况总览.md`。
+2. 将铝成本曲线解释段迁移到 `有色的产业链总览.md`。
+3. 将紫金矿业“铜价到利润”解释段迁移到 `公司/紫金矿业.md`。
+4. 三个文件状态均更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的市场情况总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`
+
+### 边界
+
+本轮不全量重写 57 个核心文档，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把任何文档升级为正式输出。
+
+## 2026-06-27 11:10:00 RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-002：铝链条核心正文可读性返修
+
+### 背景
+
+第一批核心正文可读性返修已通过复审。为避免继续停留在结构稿或数据堆砌，本轮按同一标准对铝链条做最小范围正文返修。
+
+### 执行
+
+1. 更新 `子行业/铝_市场分析.md`，新增“这些数据放在一起怎么读”，解释铝价、库存、氧化铝/电力成本和供给事件如何共同决定铝市场读法。
+2. 更新 `公司/中国铝业.md`，去掉用研报提及频次证明研究价值的表达，新增“一体化公司到底看什么”，解释铝土矿、氧化铝、电解铝和成本留存。
+3. 更新 `公司/云铝股份.md`，去掉用研报提及频次证明研究价值的表达，新增“低成本电解铝到底看什么”，解释铝价、库存、电力成本和吨铝利润。
+4. 更新 `result_index.md`，登记“第二批可读性正文返修：铝链条”入口。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铝_市场分析.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`
+
+### 边界
+
+本轮不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把任何文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。
+
+## 2026-06-27 11:25:00 RUN-ANA-YS-CORE-DOC-READABILITY-CONTENT-003：铜链条核心正文可读性返修
+
+### 背景
+
+第二批铝链条可读性返修已通过复审。按同一标准推进铜链条，但仍保持最小范围，不全量重写 57 个核心文档。
+
+### 执行
+
+1. 更新 `子行业/铜_市场分析.md`，新增“把铜价、库存、TC/RC 连起来读”，解释价格、库存和加工费分别回答什么问题。
+2. 更新 `子行业/铜_详细介绍.md`，新增“铜价上涨为什么不等于所有铜公司都受益”，解释资源端、冶炼端和材料端利润分配差异。
+3. 更新 `公司/江西铜业.md`，从占位稿改为综合铜企观察页，解释铜矿、冶炼、铜材、TC/RC 和库存如何影响利润。
+4. 更新 `公司/铜陵有色.md`，从占位稿改为冶炼和资源复合观察页，解释权益矿、加工费、副产品和库存风险。
+5. 更新 `result_index.md`，登记“第三批可读性正文返修：铜链条”入口。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_市场分析.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`
+
+### 边界
+
+本轮不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把任何文档升级为正式铜行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。
+
+## 2026-06-27 11:40:00 RUN-ANA-YS-CORE-DOC-STAGED-WRITING-FP-001：核心文档阶段化写作流程复盘
+
+### 背景
+
+用户指出 `有色的产业链总览.md` 仍存在术语不解释、价格库存线索不展开、巨龙铜矿案例缺具体年份和时间的问题，并要求继续与审核员 fp，重点复盘审核为什么没审出来，以及后续输出流程如何拆成多个阶段。
+
+### 执行
+
+1. 读取 `fp` 技能和 `AI协作复盘规范.md`。
+2. 核查 `有色的产业链总览.md` 中 LME/SMM/SHFE/Trading Economics、原研报价格库存线索和巨龙铜矿案例位置。
+3. 核查 `原研报价格库存线索表.md`，确认 53 条线索目前是内部证据语言，没有在总览中按品种展开。
+4. 核查巨龙铜矿原文上下文，确认产量、销量、净利润指向 2025 年全年，二期投产时间为 2026 年 1 月 23 日。
+5. 新建 `核心文档阶段化写作流程复盘.md`，提出阶段化写作流程和审核分阶段复查口径。
+6. 在 `案例问题记录.md` 新增 `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`。
+
+### 当前结论
+
+本轮先不修改核心正文，先把写作流程和审核漏检原因送审核员 fp 复审。建议复审通过后，以 `有色的产业链总览.md` 做样本返修。
+
+### 边界
+
+不全量重写 57 个文档，不重新读取全部 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把阶段化流程变成每个小修都必须多轮送审。
+
+## 2026-06-27 11:44:00 RUN-ANA-YS-STAGED-WRITING-SAMPLE-001：产业链总览阶段化写作样本返修
+
+### 背景
+
+阶段化写作流程 fp 复审已由审核员有条件通过。审核结论允许下一步只以 `有色的产业链总览.md` 为样本文档，先修术语解释、数据线索展开和时间口径，再提交样本复审。
+
+### 执行
+
+1. 更新 `有色的产业链总览.md` 的更新时间和第 3 节。
+2. 在首次出现 LME、SMM、SHFE、Trading Economics 时补充中文解释，并说明这些来源对用户阅读的实际作用。
+3. 把“原研报价格库存线索表有 53 条候选、41 张 PDF 页图已恢复”的内部证据语言，改为按铜、铝、镍钴锂、锡锑钨、金银展开的用户读法，说明每组线索能支持什么阅读、边界是什么。
+4. 依据 converted text 原文，把巨龙铜矿案例明确为 2025 年全年铜产量 19.38 万吨、销量 19.37 万吨、巨龙铜业净利润 91.41 亿元；并补充 2026 年 1 月 23 日二期工程建成投产、达产后矿产铜年产量 30-35 万吨的时间口径。
+5. 更新当前缺口描述，避免把线索数量当成正式价格数据库或正式指标。
+6. 新建自检摘要 `阶段化样本返修_产业链总览自检摘要.md`。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/阶段化样本返修_产业链总览自检摘要.md`
+
+### 边界
+
+本轮不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把样本文档升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。
+
+### 复审回执
+
+2026-06-27 11:48 审核员返回 `AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001`，结论为通过。通过范围仅覆盖 `有色的产业链总览.md` 样本返修中的术语解释、数据线索展开和巨龙铜矿时间口径三项，不关闭 `ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001`，也不代表全部 57 个核心文档完成最终阅读质量闭环。
+
+## 2026-06-27 12:04:00 RUN-ANA-YS-READABLE-CONCLUSION-WRITING-001：有色核心文档结论先行和逐步解释写法维护
+
+### 背景
+
+用户指出 `有色的产业链总览.md` 中“资源端是当前第一主线”仍然不够清楚：读者不知道它是投资排序、跟踪重点还是数据完整性判断；用户要求后续写法必须先输出清晰结论，再写前因后果、三条线索分别证明什么、数据为什么能证明结论，最后落到投资研究含义。
+
+### 执行
+
+1. 更新父级 `ana-doc/案例分析规范.md`，把“结论先行、逐步解释、证据说明证明什么、研究含义落地”写入通用核心文档输出流程。
+2. 更新 `ana-doc/有色案例/有色研报解析方案.md`，加入有色写法示例。
+3. 有色示例明确：“资源端是第一主线”应改为“资源端是当前最优先跟踪的研究主线，不等于买入排序”。
+4. 有色示例明确三条线索写法：价格库存说明景气变化；矿山产量和权益说明谁能承接价格弹性；成本和项目达产说明弹性能否进入利润。
+
+### 边界
+
+本轮只维护规范和方案，不直接修改有色核心正文，不补新资料，不全量重写 57 个文档，不重启 PASS-017，不新增同类旧缺口补证 PASS。后续正文返修按该规则分批执行。
+
+### 复审回执
+
+2026-06-27 12:24 审核员返回 `AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001`，结论为通过。审核员确认父级通用规则和有色方案示例准确承接用户要求，且未过度加码。该通过不代表既有核心正文已自动修复，后续有色核心正文仍需按规则分批返修。
+
+## 2026-06-27 12:32:00 RUN-ANA-YS-CORE-PRINCIPLE-CHECK-001：有色核心文档核心理念逐篇复查流程维护
+
+### 背景
+
+用户建议：核心文档写作流程里应增加复查流程，拿每一个输出文本对照 `研报解析架构.md` 的“核心理念”检查；如果文本没有按核心理念来，就改。
+
+### 执行
+
+1. 更新父级 `ana-doc/案例分析规范.md`，加入“逐篇对照研报解析架构核心理念复查”的通用流程。
+2. 更新 `ana-doc/有色案例/有色研报解析方案.md`，加入有色核心文档每次写完或实质返修后的逐篇复查口径。
+3. 有色复查重点包括：普通用户能否看懂、关键结论是否展开、是否有数据和案例、是否讲清前因后果、多因素是否横向对比、市场数据是否有解释、是否残留内部语言或术语未解释。
+
+### 边界
+
+本轮只维护流程，不直接改有色核心正文，不补新资料，不全量重写 57 个文档，不重启 PASS-017，不新增同类旧缺口补证 PASS。后续正文返修按该规则分批执行。
+
+### 复审回执
+
+2026-06-27 12:30 审核员返回 `AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001`，结论为通过。审核员确认该复查流程准确承接用户要求，且未修改母版、未过度加码。后续有色核心正文实质返修时，应留下轻量复查说明，说明本批哪些文档已对照核心理念检查、哪些段落已修改、哪些因证据不足降级或进入待补。
+
+## 2026-06-27 12:51:00 RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004：未深改子行业总览第一批核心理念返修
+
+### 背景
+
+用户要求按已通过的结论先行、逐步解释、含义落地和核心理念逐篇复查原则继续修改所有输出文档。本轮先选择尚未深度返修且位于用户阅读入口层的 5 个子行业总览。
+
+### 执行
+
+1. 返修 `小金属_总览.md`，把小金属从笼统主题改写为“战略资源和高端制造约束”的研究篮子，并解释供给约束、下游不可替代性和公司主营暴露三条线索。
+2. 返修 `稀土_总览.md`，把稀土改写为“资源和配额约束 + 高端制造需求”的研究主线，并解释配额、氧化物价格、磁材需求和公司分层。
+3. 返修 `锂钴镍_总览.md`，把能源金属改写为“等待再平衡”的观察主线，并解释供给释放、库存需求和公司成本。
+4. 返修 `钼_总览.md`，把钼改写为“资源端供给弹性 + 特钢和高温合金需求”的研究主线，并解释钼价、需求结构和公司业务占比。
+5. 返修 `锗镓铟_总览.md`，明确其当前为战略小金属待补研究入口，资料不足时只保留观察，不强行写结论。
+6. 新建自检摘要 `核心理念复查_未深改子行业总览第一批自检摘要.md`。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_总览.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_总览.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_总览.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_总览.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_总览.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业总览第一批自检摘要.md`
+
+### 边界
+
+本轮不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把 DRAFT 观察升级为正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。
+
+### 复审回执
+
+2026-06-27 13:00 审核员返回 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001`，结论为通过。审核员确认本轮 5 篇未深改子行业总览均已先给清晰读法或观察状态，能把线索解释为前因后果和研究含义，未使用事实句数量、提及频次、线索数量或内部覆盖统计替代正文判断。该结论只覆盖本轮 5 篇，不关闭整体核心文档可读性问题，也不代表全部 57 个核心阅读文档质量闭环。
+
+## 2026-06-27 13:02:00 RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005：未深改子行业市场分析第一批核心理念返修
+
+### 背景
+
+总览第一批返修后，未深改子行业的市场分析文件仍保留明显模板痕迹：价格库存、供需传导、市场显影等段落有标题但缺少具体解释。用户此前明确要求市场核心是数据，但数据必须解释成用户能理解的结论、前因后果和含义。
+
+### 执行
+
+1. 返修 `小金属_市场分析.md`，写明小金属市场不是统一价格指标，而是按供给紧、下游不可替代、公司暴露清楚三项筛选。
+2. 返修 `稀土_市场分析.md`，写明稀土市场按供给受控、价格显影、需求验证三步阅读。
+3. 返修 `锂钴镍_市场分析.md`，写明能源金属市场核心是供给、库存和需求何时再平衡，不把低位直接写成反转。
+4. 返修 `钼_市场分析.md`，写明钼市场看资源价格能否被合金需求承接。
+5. 返修 `锗镓铟_市场分析.md`，明确当前只能作为 `DATA_GAP_REVIEW` 观察入口，并解释价格、供给、公司官方源缺口分别意味着什么。
+6. 新建自检摘要 `核心理念复查_未深改子行业市场分析第一批自检摘要.md`。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_市场分析.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_市场分析.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_市场分析.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_市场分析.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业市场分析第一批自检摘要.md`
+
+### 边界
+
+本轮不处理详细介绍和公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式价格指标、正式行业结论、正式公司结论、交易建议、目标价或收益承诺。
+
+## 2026-06-27 13:10:00 RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006：未深改子行业详细介绍第一批核心理念返修
+
+### 背景
+
+未深改子行业详细介绍文件仍以变量模型和证明卡为主，形式完整但读者不容易理解产业链如何运行、利润为什么流向某个环节、公司为什么进入研究队列。
+
+### 执行
+
+1. 返修 `小金属_详细介绍.md`，解释小金属机会通常来自供给不好补、下游离不开、公司确实有暴露。
+2. 返修 `稀土_详细介绍.md`，解释稀土要拆成上游资源/分离和下游磁材两条线。
+3. 返修 `锂钴镍_详细介绍.md`，解释能源金属的核心是供给、库存和需求再平衡，而非低位即反转。
+4. 返修 `钼_详细介绍.md`，解释钼是资源供给和特钢/高温合金需求逻辑，并强调公司钼业务占比。
+5. 返修 `锗镓铟_详细介绍.md`，明确战略意义存在但直接证据不足，保持 `DATA_GAP_REVIEW`。
+6. 新建自检摘要 `核心理念复查_未深改子行业详细介绍第一批自检摘要.md`。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_详细介绍.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_详细介绍.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_详细介绍.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_详细介绍.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锗镓铟_详细介绍.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_未深改子行业详细介绍第一批自检摘要.md`
+
+### 边界
+
+本轮不处理公司页，不全量重写 57 个核心文档，不重新读取全部 raw，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式行业结论、正式公司结论、正式指标、交易建议、目标价或收益承诺。
+
+### 复审回执
+
+2026-06-27 13:14 审核员返回 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001`，结论为通过。审核员确认 `小金属_详细介绍.md`、`稀土_详细介绍.md`、`锂钴镍_详细介绍.md`、`钼_详细介绍.md`、`锗镓铟_详细介绍.md` 已满足本轮核心理念返修要求，可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。本结论只覆盖本批 5 篇详细介绍，不关闭整体核心文档可读性问题。
+
+## 2026-06-27 13:13:00 RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-FIX-001：市场分析第一批数据落正文最小修复
+
+### 背景
+
+审核员对 `RUN-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005` 返回“需补充”：4 篇市场分析仍偏“市场分析方法”，缺少本轮已有数据或明确数据缺口落正文。
+
+### 执行
+
+1. `小金属_市场分析.md`：新增 SMM 1# 锡锭均价 56332.97 USD/tonne、SHFE 锡库存 9286 吨、SMM 中国金属钴均价 55241.33 USD/tonne，以及钨、锑候选线索如何理解。
+2. `稀土_市场分析.md`：新增 `Pr-Nd oxide direct SMM page` 为 `TO_BE_EXTRACTED`、稀土周度候选值仍需表格行核验，并解释其 `DATA_PARTIAL / DATA_GAP_REVIEW` 含义。
+3. `锂钴镍_市场分析.md`：新增 SMM 工业级/电池级碳酸锂、Trading Economics 锂基准、SMM 镍、SHFE 镍库存、SMM 钴价格，并解释它们仍不能证明反转。
+4. `钼_市场分析.md`：新增钼缺少单独干净价格库存行、仅有混合候选线索的说明，并明确 `DATA_PARTIAL / DATA_GAP_REVIEW`。
+5. `锗镓铟_市场分析.md` 不修改。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/小金属_市场分析.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/稀土_市场分析.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/锂钴镍_市场分析.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/钼_市场分析.md`
+
+### 边界
+
+本轮仅修复前序复审指出的数据落正文问题，不补新资料，不重新读取全部 raw，不全量重写 57 个文档，不重启 PASS-017，不新增同类旧缺口补证 PASS，不把 DRAFT 候选数据升级为正式指标。
+
+### 复审回执
+
+2026-06-27 13:10 审核员返回 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001`，结论为通过。审核员确认 `小金属_市场分析.md`、`稀土_市场分析.md`、`锂钴镍_市场分析.md`、`钼_市场分析.md` 已把已有数据或明确数据缺口落到正文，并解释其市场含义；前次 P1 阻断点已解除。该通过只覆盖本批市场分析文件，不关闭整体核心文档可读性问题。
+
+## 2026-06-27 13:18:00 RUN-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-001：稀土公司页第一批核心理念返修
+
+### 背景
+
+稀土公司页仍是模板化公司证据卡语言，用户难以理解这些公司为什么进入深读入口，以及资源/分离公司和磁材公司该如何分开读。
+
+### 执行
+
+1. 返修 `中国稀土.md`，说明其作为稀土资源和分离环节深读入口，重点核验资源、分离产能、产品结构和价格传导。
+2. 返修 `北方稀土.md`，说明其作为资源端平台型公司，应看配额、资源、分离、产品结构和氧化物价格传导。
+3. 返修 `盛和资源.md`，说明其为资源、分离和贸易复合型公司，必须拆业务线判断利润弹性。
+4. 返修 `金力永磁.md`，说明其按稀土永磁材料公司阅读，关键在订单、客户、成本传导和高性能磁材能力。
+5. 新建自检摘要 `核心理念复查_稀土公司页第一批自检摘要.md`。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国稀土.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/北方稀土.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/盛和资源.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金力永磁.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_稀土公司页第一批自检摘要.md`
+
+### 边界
+
+本轮不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。
+
+## 2026-06-27 13:44:00 RUN-ANA-YS-CORE-DOC-RESIDUAL-CLEANUP-FIX-001：遗留内部语言清理复审问题修复
+
+### 背景
+
+审核员返回 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001`，结论为需补充。`铜_总览.md` 可通过，但遗留内部语言清理仍有少量内部工作语言和自检摘要范围元数据不一致。
+
+### 执行
+
+1. 将 `中国铝业.md` 中“优先字段化核验”改为“优先补年报、公告、产能、成本和业务占比核验”。
+2. 将 `江西铜业.md`、`铜陵有色.md` 中“升级为正式公司证据卡”改为“升级为更强的公司读法或正式公司结论前置材料”。
+3. 将 `铜_详细介绍.md` 中“公司提及不等于推荐或正式价值判断”改为“公司进入深读队列不等于推荐或正式价值判断”。
+4. 将 `核心理念复查_遗留内部语言清理自检摘要.md` 的边界修正为覆盖本摘要列明的 9 个文件。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_遗留内部语言清理自检摘要.md`
+
+### 边界
+
+本轮只修复审核员指出的四项最小问题，不补新资料，不重新读取全部 raw，不重启 PASS-017，不新增同类补证 PASS，不扩大到全部 57 个核心文档。收到复审前已经启动的轻量状态统一和表达替换不作为本次阻断项复审范围。
+
+### 复审回执
+
+2026-06-27 13:47 审核员返回 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001`，结论为通过。审核员确认前次四项最小修复均已解除：`中国铝业.md`、`江西铜业.md`、`铜陵有色.md`、`铜_详细介绍.md` 和自检摘要范围边界均通过。该结论只覆盖前次最小修复项，不代表全部核心文档可读性问题完全闭环。
+
+## 2026-06-27 13:50:00 RUN-ANA-YS-CORE-READING-ENTRY-SYNC-001：核心阅读入口状态同步
+
+### 背景
+
+两个总览、9 个子行业三件套和 27 个公司页已完成本轮可读性返修，状态均为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 或等价降级状态；但 `核心阅读入口.md` 仍保留旧的结构草稿降级说明。
+
+### 执行
+
+1. 更新 `核心阅读入口.md` 状态为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。
+2. 将“当前降级状态”改为“当前阅读状态”，说明核心正文已经从结构占位稿推进为 DRAFT 用户阅读稿。
+3. 保留正式输出前必须补原始表格行、日期、单位、官方来源和数值一致性核验的边界。
+4. 运行核心正文状态盘点：两个总览、子行业和公司正文共 56 个，均为 `READABILITY_CONTENT_REPAIR`。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心阅读入口.md`
+2. `ana-data/result/有色案例/ANA-YS-INDUSTRY-001/result_index.md`
+3. `ana-doc/有色案例/案例问题记录.md`
+
+### 边界
+
+本轮只同步入口状态，不补新资料，不重写正文，不重启 PASS-017，不新增同类补证 PASS，不把 DRAFT 升级为正式结论、正式指标、交易建议或对外交付版本。
+
+### 复审回执
+
+2026-06-27 13:54 审核员返回 `AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001`，结论为通过。审核员确认 `核心阅读入口.md` 已更新为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`，56 个核心正文文件均为 `READABILITY_CONTENT_REPAIR` 或等价降级状态，内部工作语言扫描无命中。该结论只覆盖 DRAFT 用户阅读入口和本轮核心理念/可读性返修状态收口，不代表正式输出审核通过。
+
+### 复审回执
+
+2026-06-27 13:32 审核员返回 `AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001`，结论为通过。审核员确认 `神火股份.md`、`天山铝业.md` 已说明公司进入深读入口的原因，并把铝价、氧化铝成本、电力成本、产能或加工结构解释为公司观察变量。该结论只覆盖本批 2 个铝补充公司页，不关闭整体核心文档可读性问题。
+
+## 2026-06-27 13:30:00 RUN-ANA-YS-CORE-DOC-COPPER-OVERVIEW-REPAIR-001：铜总览核心理念返修
+
+### 背景
+
+`铜_总览.md` 仍为普通 `DRAFT_FOR_REVIEW`，且存在内部线索和页图状态表达。用户需要的是清楚结论和逐步解释，而不是内部证据处理状态。
+
+### 执行
+
+1. 重写 `铜_总览.md`，说明铜是优先跟踪主线，不是买入排序。
+2. 补充铜矿供应、TC/RC、库存三条线索分别说明什么。
+3. 把 LME、SMM、SHFE、TC/RC 等数据入口解释成用户能读懂的问题。
+4. 补充资源端、综合铜企和材料端公司的分层读法。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_总览.md`
+
+### 边界
+
+本轮不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS，不输出正式行业结论、交易建议、目标价或收益承诺。
+
+## 2026-06-27 13:33:00 RUN-ANA-YS-CORE-DOC-RESIDUAL-INTERNAL-LANGUAGE-CLEANUP-001：遗留内部语言清理
+
+### 背景
+
+全文检索发现部分核心正文仍残留 mention_count、被提及次数、证据卡、公司提及、待字段化核验和证明卡等内部工作语言，容易让用户误以为内部统计或内部表格本身能证明公司价值。
+
+### 执行
+
+1. 重写 `中钨高新.md`，去掉被提及次数和证据表，改为解释材料端和工具端如何承接钨原料涨价。
+2. 重写 `厦门钨业.md`，去掉 mention_count 表述，改为解释钨、稀土和材料业务为什么必须拆开。
+3. 重写 `湖南黄金.md`，去掉被提及次数，改为解释黄金、锑、钨多线索为什么必须分账。
+4. 重写 `紫金矿业.md`，去掉证据卡和 mention_count 作为正文依据，改为解释铜、金、锂三层业务和巨龙铜矿时间口径。
+5. 清理 `中国铝业.md`、`云铝股份.md` 的“公司提及”表格表达，改为关键变量怎么读。
+6. 清理 `江西铜业.md`、`铜陵有色.md` 的“公司相关暴露/待字段化核验”表达，改为需要拆清的业务暴露。
+7. 清理 `铜_详细介绍.md` 的“主导变量证明卡”标题，改为“主导变量怎么解释”。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中钨高新.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/厦门钨业.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/湖南黄金.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/紫金矿业.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中国铝业.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/云铝股份.md`
+7. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/江西铜业.md`
+8. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/铜陵有色.md`
+9. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/子行业/铜_详细介绍.md`
+10. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_遗留内部语言清理自检摘要.md`
+
+### 边界
+
+本轮不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。
+
+### 复审回执
+
+2026-06-27 13:28 审核员返回 `AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001`，结论为通过。审核员确认 `洛阳钼业.md`、`金钼股份.md`、`山东黄金.md`、`中金黄金.md`、`赤峰黄金.md` 已说明公司进入深读入口的原因，并把钼价、金价、产量、成本、资源增量、项目进度或业务占比解释为公司观察变量。该结论只覆盖本批 5 个钼和黄金公司页，不关闭整体核心文档可读性问题。
+
+## 2026-06-27 13:27:00 RUN-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-001：铝补充公司页核心理念返修
+
+### 背景
+
+神火股份和天山铝业仍是旧模板，未把铝价、氧化铝成本、电力成本、产能和加工结构如何传导到公司利润讲清楚。
+
+### 执行
+
+1. 返修 `神火股份.md`，说明其作为铝链条成本曲线公司，应看电解铝价格、氧化铝成本、电力成本和煤电铝一体化能力。
+2. 返修 `天山铝业.md`，说明其作为电解铝和铝加工一体化公司，应看电解铝产能、成本位置、铝加工结构和铝价库存变化。
+3. 新建自检摘要 `核心理念复查_铝补充公司页自检摘要.md`。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/神火股份.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天山铝业.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_铝补充公司页自检摘要.md`
+
+### 边界
+
+本轮不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。
+
+### 复审回执
+
+2026-06-27 13:23 审核员返回 `AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001`，结论为通过。审核员确认 `赣锋锂业.md`、`天齐锂业.md`、`中矿资源.md`、`华友钴业.md` 已说明公司进入深读入口的原因，并把锂价、钴镍价格、资源成本、项目节奏、订单或加工利润解释为公司观察变量。该结论只覆盖本批 4 个能源金属公司页，不关闭整体核心文档可读性问题。
+
+## 2026-06-27 13:23:00 RUN-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-001：钼和黄金公司页第一批核心理念返修
+
+### 背景
+
+钼和黄金公司页仍以“公司相关暴露、待字段化核验”为主，读者难以理解这些公司为什么值得深读，也不清楚钼价、金价、产量、成本和业务占比如何传导到公司观察。
+
+### 执行
+
+1. 返修 `洛阳钼业.md`，说明其作为多金属资源公司，需要拆铜、钴、钼、钨业务线和业务占比。
+2. 返修 `金钼股份.md`，说明其作为钼资源和钼制品公司，应看钼价、产品结构、成本和下游需求。
+3. 返修 `山东黄金.md`，说明其作为黄金资源端公司，应看金价、产量、单位成本和资源增量。
+4. 返修 `中金黄金.md`，说明其作为黄金资源公司，应看资源量、产量、成本曲线和项目进度。
+5. 返修 `赤峰黄金.md`，说明其作为黄金弹性公司，应看矿山产量、成本、资源扩张和金价变化能否共同放大利润弹性。
+6. 新建自检摘要 `核心理念复查_钼黄金公司页第一批自检摘要.md`。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/洛阳钼业.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/金钼股份.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/山东黄金.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中金黄金.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赤峰黄金.md`
+6. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_钼黄金公司页第一批自检摘要.md`
+
+### 边界
+
+本轮不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。
+
+### 复审回执
+
+2026-06-27 13:16 审核员返回 `AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001`，结论为通过。审核员确认 `中国稀土.md`、`北方稀土.md`、`盛和资源.md`、`金力永磁.md` 已说明公司进入深读入口的原因，能够区分资源/分离/复合业务和磁材端逻辑，并保留官方资料缺口与非正式结论边界。该结论只覆盖本批 4 个稀土公司页，不关闭整体核心文档可读性问题。
+
+## 2026-06-27 13:18:00 RUN-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-001：能源金属公司页第一批核心理念返修
+
+### 背景
+
+能源金属公司页仍容易停留在“锂价、钴价、镍价低位或反弹”的外层描述，用户难以理解资源成本、项目节奏、订单和加工利润如何传导到公司观察。
+
+### 执行
+
+1. 返修 `赣锋锂业.md`，说明其作为锂资源和锂盐一体化公司，应看资源成本、锂盐价格、项目进度和现金流。
+2. 返修 `天齐锂业.md`，说明其作为锂资源和锂盐公司，应看锂矿权益、成本位置、锂盐价格和财务弹性。
+3. 返修 `中矿资源.md`，说明其作为锂和多金属资源项目型公司，应看项目投产、成本优势和主营暴露。
+4. 返修 `华友钴业.md`，说明其作为钴镍资源、中间品和电池材料复合公司，必须拆资源、中间品、材料订单和加工利润。
+5. 新建自检摘要 `核心理念复查_能源金属公司页第一批自检摘要.md`。
+
+### 输出
+
+1. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/赣锋锂业.md`
+2. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/天齐锂业.md`
+3. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/中矿资源.md`
+4. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/公司/华友钴业.md`
+5. `ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/核心理念复查_能源金属公司页第一批自检摘要.md`
+
+### 边界
+
+本轮不补新资料，不重启 PASS-017，不新增公司证据卡补证 PASS，不输出正式公司结论、交易建议、目标价或收益承诺。
diff --git "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\351\227\256\351\242\230\350\256\260\345\275\225.md" "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\351\227\256\351\242\230\350\256\260\345\275\225.md"
index c36a5f8..4318a4b 100644
--- "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\351\227\256\351\242\230\350\256\260\345\275\225.md"
+++ "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\346\241\210\344\276\213\351\227\256\351\242\230\350\256\260\345\275\225.md"
@@ -12,7 +12,9 @@
| 问题 ID | 所属案例 | 类型 | 严重级别 | 状态 | 责任方 |
|---|---|---|---|---|---|
-| 无 | 无 | 无 | 无 | 无 | 无 |
+| ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001 | ANA-YS-INDUSTRY-001 | 核心文档质量漏审 / AI 协作复盘 | P1 重要 | 锡锑链条迁移通过，待其余批次迁移 | case_analysis.analyst；case_analysis.reviewer |
+| ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001 | ANA-YS-INDUSTRY-001 | 核心文档数据解释和人读质量二次复盘 | P1 重要 | 第三批铜链条正文返修通过，待其余正文返修或降级边界 | case_analysis.analyst；case_analysis.reviewer |
+| ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001 | ANA-YS-INDUSTRY-001 | 核心文档阶段化写作流程复盘 | P1 重要 | 样本返修通过，待后续批次按流程执行或明确暂缓边界 | case_analysis.analyst；case_analysis.reviewer |
## 2. 问题记录模板
@@ -65,6 +67,247 @@
## 3. 当前记录
-当前无有效问题记录。
+### 2026-06-27 01:29:00 ISSUE-ANA-YS-CORE-DOC-QUALITY-20260627-001：有色核心阅读文档质量漏审复盘
+
+所属案例事项：
+ANA-YS-INDUSTRY-001；RUN-ANA-YS-CORE-READING-DOCS-001；TASK-ANA-YS-CORE-DOC-QUALITY-FP-REVIEW-20260627
+
+问题类型：
+核心文档质量漏审 / AI 协作复盘 / 执行与审核共同问题
+
+严重级别：
+P1 重要
+
+发现人：
+用户
+
+来源类型：
+外部非审计反馈
+
+原始反馈原文或入口：
+来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`。用户指出：输出的文档不只是市场总览有问题，而是大量文档存在“市场没有数据、结论没有案例、没有前因后果”的问题，并要求分析员用 fp 技能与审核员一起复盘，重新看 `研报解析架构.md`，盘点为什么分析员输出有问题却不知道、审核员也审核不出来。
+
+原子需求拆解：
+1. 核查核心阅读文档是否普遍缺数据、案例、前因后果。
+2. 对照 `ana-doc/研报体系/研报解析架构.md` 复盘执行偏差。
+3. 复盘审核员为什么没有拦截该质量问题。
+4. 用 fp 规范形成联合复盘，不由分析员单方自查即关闭。
+5. 给出不过度加码的修复方案和后续验收边界。
+
+关联审计：
+待审核员联合复盘返回。
+
+证据：
+1. 复盘输入稿：`ana-doc/有色案例/核心文档质量漏审复盘.md`
+2. 核心阅读目录：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/`
+3. 样本文档：`子行业/铜_详细介绍.md`、`子行业/铜_市场分析.md`、`公司/紫金矿业.md`、`有色的产业链总览.md`
+4. 联合复盘送审消息：`msg_20260627013202810_0153cfb4`
+
+问题描述：
+当前 57 个核心阅读文档多数只完成结构迁移和 DRAFT 边界声明，未充分达到用户要求的核心阅读质量。具体表现为市场数据未充分进入正文，关键结论缺案例和数据，子行业和公司页缺前因后果、横向对比和公司含义。分析员执行侧未自检出该问题，审核侧也未按人读质量拦截。
+
+影响：
+影响用户核心阅读体验和后续引用边界；不直接推翻底层 evidence、manifest、页图和待补资料清单，但当前核心阅读正文不能视为合格用户阅读稿。
+
+建议修复：
+先由审核员参与 fp 联合复盘，确认根因和边界；再把当前 57 个核心阅读文档降级为结构草稿待内容返修；先返修 4 个样本：`有色的产业链总览.md`、`铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md`，通过审核后再分批迁移其他文档。不得直接全量重跑，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+
+当前状态：
+锡锑链条迁移通过，待其余批次迁移
+
+复审结论：
+2026-06-27 审核员已完成 fp 联合复盘审核。结论为有条件通过：同意问题不是单一市场总览缺数据，而是核心阅读文档普遍存在结构可见但内容、人读质量、数据、案例和前因后果不足的问题；同意执行侧和审核侧均存在漏检。当前 57 个核心阅读文档不得作为合格用户核心阅读稿，只能按 `STRUCTURE_DRAFT_NEEDS_CONTENT_REVIEW` 或等价口径处理。允许先返修 4 个样本文档并送审，通过后再分批迁移其余文档；本问题尚未关闭。
+
+2026-06-27 样本人读质量复审通过：`有色的产业链总览.md`、`铜_详细介绍.md`、`铜_市场分析.md`、`紫金矿业.md` 已补入数据、案例或证据入口、前因后果、横向对比、公司含义和 DRAFT 边界，可作为后续分批迁移其余核心阅读文档的样本标准。本问题仍未关闭，关闭前仍需完成其余文档分批迁移或明确剩余文档降级/暂缓范围。
+
+2026-06-27 铝链条分批迁移复审通过：`铝_总览.md`、`铝_详细介绍.md`、`铝_市场分析.md`、`中国铝业.md`、`云铝股份.md` 已按样本标准补入数据、案例或证据入口、前因后果、横向/结构对比、公司含义和 DRAFT 边界，可作为铝链条 DRAFT 核心阅读稿继续使用。本问题仍未关闭，关闭前仍需完成其余核心阅读文档分批迁移，或明确未迁移文档继续降级/暂缓范围。
+
+2026-06-27 钨链条分批迁移复审通过：`钨_总览.md`、`钨_详细介绍.md`、`钨_市场分析.md`、`中钨高新.md`、`厦门钨业.md`、`章源钨业.md`、`湖南黄金.md` 已按样本标准补入数据、案例或证据入口、前因后果、横向/结构对比、公司含义和 DRAFT 边界，可作为钨链条 DRAFT 核心阅读稿继续使用。本问题仍未关闭，关闭前仍需完成其余核心阅读文档分批迁移，或明确未迁移文档继续降级/暂缓范围。
+
+2026-06-27 锡锑链条分批迁移复审通过：`锡锑_总览.md`、`锡锑_详细介绍.md`、`锡锑_市场分析.md`、`锡业股份.md`、`华锡有色.md`、`华钰矿业.md` 已按样本标准补入数据、案例或证据入口、前因后果、横向/结构对比、公司含义和 DRAFT 边界，可作为锡锑链条 DRAFT 核心阅读稿继续使用。本问题仍未关闭，关闭前仍需完成其余核心阅读文档分批迁移，或明确未迁移文档继续降级/暂缓范围。
+
+关闭条件：
+1. 审核员按 fp 规范完成联合复盘，明确审核侧漏审原因。
+2. 确认当前核心阅读文档的降级口径和后续返修边界。
+3. 4 个样本文档的返修方案或返修样本通过复审。
+4. 明确后续核心文档审核的人读质量抽样标准，且不造成无边界加码。
说明：`RUN-ANA-YS-INDUSTRY-001-BATCH-001` 中 PyMuPDF/fitz 缺失和旧铜铝目录无扩展名文件属于执行自检发现且已有处理路径，已记录到 `案例执行日志.md`、`案例审计报告.md`、验证报告和数据缺口表，不在本文件闭环。
+
+### 2026-06-27 02:55:00 ISSUE-ANA-YS-CORE-DOC-READABILITY-20260627-001：核心文档数据解释和人读质量二次复盘
+
+所属案例事项：
+ANA-YS-INDUSTRY-001；FP-ANA-YS-CORE-DOC-READABILITY-20260627-001
+
+问题类型：
+核心文档人读质量 / 数据解释不足 / AI 协作复盘
+
+严重级别：
+P1 重要
+
+发现人：
+用户
+
+来源类型：
+外部非审计反馈
+
+原始反馈原文或入口：
+来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`。用户指出：我仍没有彻底消化 `研报解析架构.md` 的意图，数据一定要解释，只给数据不解释根本不知道要干嘛；输出报告不是给人看的，建议和审核员一起用 fp 复盘，并参考外部行业报告、市场报告、公司报告案例。
+
+原子需求拆解：
+1. 停止继续机械输出核心正文。
+2. 分析员和审核员一起用 fp 复盘。
+3. 重新对照 `研报解析架构.md` 的人读报告意图。
+4. 参考外部和本地优秀报告案例，提炼报告写法。
+5. 找出为什么“有数据仍不好懂、审核仍放行”。
+6. 形成不过度加码的后续返修标准。
+
+关联审计：
+待审核员联合复审。
+
+证据：
+1. 二次复盘稿：`ana-doc/有色案例/核心文档人读质量二次复盘.md`
+2. 母版：`ana-doc/研报体系/研报解析架构.md`
+3. 本地参考：`D:/策略项目/s-system-doc/observer/mirror/有色行业报告/`
+4. 外部参考入口：McKinsey Global Materials Perspective、S&P Global Copper in the Age of AI、IEA Global Critical Minerals Outlook、Deloitte Tracking the trends。
+
+问题描述：
+前序返修重点解决了“没有数据、没有案例、没有前因后果”的问题，但仍未稳定解决“数据是否被解释到用户能理解”的问题。报告仍存在资料整理味、模板迁移味和边界声明过多的问题。
+
+影响：
+影响用户阅读理解和核心文档可用性；不直接推翻底层证据、manifest、页图和缺口清单，但当前核心文档仍不能按正式可读报告使用。
+
+建议修复：
+先由审核员复审二次复盘，确认“结论、数据/案例、解释、传导、边界”五段式核心判断是否作为后续最小写作标准；再选 3 个段落样本返修，不立即全量重写 57 个文档。
+
+当前状态：
+第三批铜链条正文返修通过，待其余正文返修或降级边界
+
+2026-06-27 补充进展：
+未深改子行业总览第一批已完成返修并待复审，范围为 `小金属_总览.md`、`稀土_总览.md`、`锂钴镍_总览.md`、`钼_总览.md`、`锗镓铟_总览.md`。本轮重点是结论先行、逐步解释、研究含义落地和对照核心理念复查；不关闭本问题，不代表其余核心文档完成。
+
+2026-06-27 复审进展：
+未深改子行业总览第一批复审通过，审计入口为 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-004-20260627-001`。通过范围仅覆盖 5 篇总览作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用；整体问题仍未关闭。
+
+2026-06-27 补充进展：
+未深改子行业市场分析第一批已完成返修并待复审，范围为 `小金属_市场分析.md`、`稀土_市场分析.md`、`锂钴镍_市场分析.md`、`钼_市场分析.md`、`锗镓铟_市场分析.md`。本轮重点是把价格、库存、供给、需求和公司弹性解释成市场读法；不关闭本问题。
+
+2026-06-27 复审进展：
+未深改子行业市场分析第一批在最小修复后复审通过，审计入口为 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-005-RESUBMIT-20260627-001`。通过范围仅覆盖 5 篇市场分析作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用，其中锗镓铟保持 `DATA_GAP_REVIEW`；整体问题仍未关闭。
+
+2026-06-27 补充进展：
+未深改子行业详细介绍第一批已完成返修并待复审，范围为 `小金属_详细介绍.md`、`稀土_详细介绍.md`、`锂钴镍_详细介绍.md`、`钼_详细介绍.md`、`锗镓铟_详细介绍.md`。本轮重点是把产业链运行、利润传导和公司读法解释清楚；不关闭本问题。
+
+2026-06-27 复审进展：
+未深改子行业详细介绍第一批复审通过，审计入口为 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-REPAIR-006-20260627-001`。通过范围仅覆盖 5 篇详细介绍作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用；整体问题仍未关闭。
+
+2026-06-27 补充进展：
+稀土公司页第一批已完成返修并待复审，范围为 `中国稀土.md`、`北方稀土.md`、`盛和资源.md`、`金力永磁.md`。本轮重点是把公司为什么进入深读入口、资源/分离与磁材公司如何分开读、官方资料缺口和失效条件写清楚；不关闭本问题。
+
+2026-06-27 复审进展：
+稀土公司页第一批复审通过，审计入口为 `AUDIT-ANA-YS-CORE-DOC-COMPANY-RAREEARTH-REPAIR-20260627-001`。通过范围仅覆盖 4 个稀土公司页作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用；整体问题仍未关闭。
+
+2026-06-27 补充进展：
+能源金属公司页第一批已完成返修并待复审，范围为 `赣锋锂业.md`、`天齐锂业.md`、`中矿资源.md`、`华友钴业.md`。本轮重点是把锂价、钴镍价格、资源成本、项目节奏、订单和加工利润如何传导到公司观察讲清楚；不关闭本问题。
+
+2026-06-27 复审进展：
+能源金属公司页第一批复审通过，审计入口为 `AUDIT-ANA-YS-CORE-DOC-COMPANY-ENERGYMETAL-REPAIR-20260627-001`。通过范围仅覆盖 4 个能源金属公司页作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用；整体问题仍未关闭。
+
+2026-06-27 补充进展：
+钼和黄金公司页第一批已完成返修并待复审，范围为 `洛阳钼业.md`、`金钼股份.md`、`山东黄金.md`、`中金黄金.md`、`赤峰黄金.md`。本轮重点是把钼价、金价、产量、成本、资源增量和业务占比如何传导到公司观察讲清楚；不关闭本问题。
+
+2026-06-27 复审进展：
+钼和黄金公司页第一批复审通过，审计入口为 `AUDIT-ANA-YS-CORE-DOC-COMPANY-MOLY-GOLD-REPAIR-20260627-001`。通过范围仅覆盖 5 个钼和黄金公司页作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用；整体问题仍未关闭。
+
+2026-06-27 补充进展：
+铝补充公司页已完成返修并待复审，范围为 `神火股份.md`、`天山铝业.md`。本轮重点是把铝价、氧化铝成本、电力成本、产能和加工结构如何传导到公司利润讲清楚；不关闭本问题。
+
+2026-06-27 复审进展：
+铝补充公司页复审通过，审计入口为 `AUDIT-ANA-YS-CORE-DOC-COMPANY-ALUMINUM-SUPPLEMENT-REPAIR-20260627-001`。通过范围仅覆盖 `神火股份.md`、`天山铝业.md` 作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 继续使用；整体问题仍未关闭。
+
+2026-06-27 补充进展：
+`铜_总览.md` 已完成核心理念返修并待复审。本轮重点是把“铜是优先跟踪主线”解释成研究含义，并说明铜价、库存、TC/RC、资源端和公司分层分别回答什么问题；不关闭本问题。
+
+2026-06-27 补充进展：
+遗留内部语言清理已完成并待复审，范围为 `中钨高新.md`、`厦门钨业.md`、`湖南黄金.md`、`紫金矿业.md`、`中国铝业.md`、`云铝股份.md`、`江西铜业.md`、`铜陵有色.md`、`铜_详细介绍.md`。本轮重点是去掉 mention_count、被提及次数、公司提及、证据卡、待字段化核验和证明卡等内部工作语言，把公司读法改成用户能理解的变量传导和边界；不关闭本问题。
+
+2026-06-27 复审返修：
+审核员返回 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-20260627-001`，结论为需补充。`铜_总览.md` 可通过，但 `中国铝业.md`、`江西铜业.md`、`铜陵有色.md`、`铜_详细介绍.md` 和遗留内部语言清理自检摘要仍有少量内部工作语言或范围元数据问题。分析员已按最小范围修复并重新提交复审；本问题仍不关闭。
+
+2026-06-27 复审通过：
+审核员返回 `AUDIT-ANA-YS-CORE-DOC-PRINCIPLE-RESIDUAL-CLEANUP-RESUBMIT-20260627-001`，结论为通过。第十二批遗留内部语言清理允许作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的已修复批次继续使用。该通过只覆盖本批和前次最小修复项，不代表全部核心文档可读性问题已关闭。
+
+2026-06-27 补充进展：
+核心阅读入口已同步为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR`。两个总览、子行业和公司正文共 56 个均已完成本轮可读性返修状态统一；入口说明这些文件可作为 DRAFT 用户阅读稿使用，但正式输出前仍需原始表格行、日期、单位、官方来源和数值一致性核验。本问题待入口同步复审后再判断是否关闭或转为正式输出前证据缺口跟踪。
+
+2026-06-27 复审通过：
+审核员返回 `AUDIT-ANA-YS-CORE-READING-ENTRY-SYNC-20260627-001`，结论为通过。允许 `核心阅读入口.md` 和 56 个核心正文文件作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 范围内的用户阅读入口继续使用。本次通过不代表正式输出审核通过；本问题暂不单独关闭，是否关闭以后续整体收口或正式输出审核结论为准。
+
+复审结论：
+2026-06-27 审核员已完成 fp 联合复审。结论为有条件通过：本轮复盘准确承接用户“数据要解释、报告要给人看”的反馈，根因判断从“缺数据”推进到“没有把数据翻译成判断、因果链、公司含义和失效边界”。同意“结论、数据/案例、解释、传导、边界”五段式作为后续段落级最小写作标准；该标准是对已暴露真实风险的修正，不是无边界加码。允许先做 3 个代表段落样本返修并复审，不要求立即全量重写 57 个文档，不重新读取全部 359 份 raw，不重启 PASS-017，不新增同类旧缺口补证 PASS。前序已迁移文档只能继续按 DRAFT / BATCH_CONTENT_REPAIR 使用，不得宣称已达到最终用户核心阅读质量。
+
+2026-06-27 段落级可读性样本复审通过：市场数据段、产业链段、公司段 3 个样本均具备结论、数据/案例、解释、传导和边界，并能把数据解释为用户可理解的市场阶段、产业链利润传导或公司观察含义。允许将该样本作为后续核心正文段落返修的最低标准；本问题仍未关闭，后续需完成正文最小范围返修或明确剩余核心文档降级/暂缓边界。
+
+2026-06-27 第一批核心正文最小可读性返修复审通过：`有色的市场情况总览.md`、`有色的产业链总览.md`、`公司/紫金矿业.md` 已按段落级标准补入数据解释、传导和失效边界，可作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读入口继续使用。本问题仍未关闭，后续需继续分批返修其余核心文档，或明确剩余文档降级/暂缓边界。
+
+2026-06-27 第二批铝链条核心正文可读性返修复审通过：`子行业/铝_市场分析.md`、`公司/中国铝业.md`、`公司/云铝股份.md` 已能解释铝价、库存、氧化铝/电力成本与利润传导，并避免用研报提及频次、内部覆盖统计或事实句数量证明正文判断。允许作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。本问题仍未关闭，后续需继续分批返修其余核心文档，或明确剩余文档降级/暂缓边界。
+
+2026-06-27 第三批铜链条核心正文可读性返修复审通过：`铜_市场分析.md`、`铜_详细介绍.md`、`江西铜业.md`、`铜陵有色.md` 已能解释铜价、库存、TC/RC、资源端、冶炼端和材料端的利润传导，并把两个公司占位页改为用户可读的观察页。本轮未使用研报提及频次、内部覆盖统计或事实句数量证明正文判断，允许作为 `DRAFT_FOR_REVIEW / READABILITY_CONTENT_REPAIR` 核心阅读文件继续使用。本问题仍未关闭，后续需继续分批返修其余核心文档，或明确剩余文档降级/暂缓边界。
+
+关闭条件：
+1. 审核员确认二次复盘覆盖用户反馈。
+2. 审核员确认新的段落级写作标准合理且不加码。
+3. 至少 3 个代表段落样本按该标准返修并复审。
+4. 明确其余核心文档后续返修或降级边界。
+
+### 2026-06-27 11:40:00 ISSUE-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001：核心文档阶段化写作流程复盘
+
+所属案例事项：
+ANA-YS-INDUSTRY-001；FP-ANA-YS-CORE-DOC-STAGED-WRITING-20260627-001
+
+问题类型：
+核心文档写作流程 / 审核漏检 / AI 协作复盘
+
+严重级别：
+P1 重要
+
+发现人：
+用户
+
+来源类型：
+外部非审计反馈
+
+原始反馈原文或入口：
+来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`。用户指出 `有色的产业链总览.md` 中 LME/SMM/SHFE/Trading Economics 等术语没有解释，53 条线索/41 张页图没有展开，巨龙铜矿案例缺年份和具体时间。用户要求继续与审核员 fp，重点搞清楚审核员为什么审不出来，以及后续写作流程应拆成多个阶段，每阶段集中做 1-2 件事，而不是要求一次写对。
+
+原子需求拆解：
+1. 解释审核员为什么没有审出术语不解释、线索不展开、时间不具体。
+2. 设计核心文档阶段化写作流程。
+3. 每个阶段只集中检查 1-2 件事。
+4. 不把流程改成层层加码或一次性全量返工。
+5. 先用 `有色的产业链总览.md` 做样本返修，再推广。
+
+关联审计：
+`AUDIT-ANA-YS-CORE-DOC-STAGED-WRITING-FP-20260627-001`
+
+证据：
+1. 复盘稿：`ana-doc/有色案例/核心文档阶段化写作流程复盘.md`
+2. 用户点名文档：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/核心文档/有色的产业链总览.md`
+3. 线索表：`ana-data/cases/有色案例/ANA-YS-INDUSTRY-001/outputs/原研报价格库存线索表.md`
+
+问题描述：
+前序复盘和分批返修已经改善“数据不解释”的问题，但仍没有形成稳定的术语解释、线索展开和时间口径复查阶段。审核侧也未把这些维度作为独立检查项。
+
+当前状态：
+样本返修通过，待后续批次按流程执行或明确暂缓边界
+
+复审结论：
+2026-06-27 审核员已完成 fp 复盘方案复审。结论为有条件通过：认可本轮复盘对审核侧漏审原因的判断，即前序审核已检查“有没有数据解释”和 DRAFT 边界，但未把术语首读解释、内部证据状态转用户语言、相对时间转明确报告期拆成独立检查项；也认可执行侧“一次成稿、缺少中间状态”的根因。阶段化写作流程可执行，且通过“每阶段只集中 1-2 件事、阶段可合并、不全量重写、不重读全部 raw、不重启 PASS-017”的边界控制了加码风险。允许下一步仅以 `有色的产业链总览.md` 为样本文档，先修术语、数据展开和时间口径后再送样本复审。本问题尚未关闭。
+
+2026-06-27 分析员已完成 `有色的产业链总览.md` 样本返修：补充 LME/SMM/SHFE/Trading Economics 术语解释；把“53 条线索/41 张页图”改写为按铜、铝、镍钴锂、锡锑钨、金银展开的阅读说明；补充巨龙铜矿 2025 年全年产量、销量、净利润，以及 2026 年 1 月 23 日二期工程投产和达产年产量 30-35 万吨口径。审核员已复审通过，审计入口为 `AUDIT-ANA-YS-STAGED-WRITING-SAMPLE-20260627-001`。本问题仍未关闭，后续需按阶段化流程继续处理其他核心文档，或明确剩余文档暂缓/降级边界。
+
+关闭条件：
+1. 审核员确认审核漏检原因是否成立。
+2. 审核员确认阶段化写作流程是否可执行且不过度加码。
+3. `有色的产业链总览.md` 作为样本按该流程返修并通过复审。
+4. 后续批次能按该流程继续执行或明确暂缓边界。
diff --git "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\347\233\256\345\275\225\345\257\274\350\257\273.md" "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\347\233\256\345\275\225\345\257\274\350\257\273.md"
index c1bfd8a..3588503 100644
--- "a/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\347\233\256\345\275\225\345\257\274\350\257\273.md"
+++ "b/ana-doc/\346\234\211\350\211\262\346\241\210\344\276\213/\347\233\256\345\275\225\345\257\274\350\257\273.md"
@@ -3,7 +3,7 @@
创建人员：Codex
文件职责：说明 `project-info` 有色行业研报案例目录的文档入口、母版继承关系和正式产物边界。
管理规范/模板：../案例分析规范.md；../案例审核规范.md；../案例存储体系.md。
-引用文件：案例分析规范.md；案例审核规范.md；案例存储体系.md；../案例总纲.md；案例分析设计.md；案例执行日志.md；案例审计报告.md；案例问题记录.md；待补资料清单.md；有色研报解析方案.md。
+引用文件：案例分析规范.md；案例审核规范.md；案例存储体系.md；../案例总纲.md；案例分析设计.md；案例执行日志.md；案例审计报告.md；案例问题记录.md；待补资料清单.md；有色研报解析方案.md；核心文档质量漏审复盘.md。
记录方式：行业案例目录入口；本目录文件新增、删除、改名或职责变化时同步更新。
## 1. 定位
@@ -41,6 +41,7 @@
| `案例问题记录.md` | 外部反馈、执行者无法自行闭环或需跨轮/跨角色跟踪的有色研报案例非审计问题，或跨轮问题索引 |
| `待补资料清单.md` | 同类证据缺口补资料 3 轮后仍未补齐的有色待补资料账本；后续用户或人工索取需要补的数据时，从这里提取 |
| `有色研报解析方案.md` | 有色行业研报解析、分析和输出方案 |
+| `核心文档质量漏审复盘.md` | 有色核心阅读文档“数据、案例、前因后果”质量漏审的 fp 联合复盘输入和复审入口 |
## 4. 当前状态
diff --git "a/ana-doc/\346\241\210\344\276\213\345\210\206\346\236\220\350\247\204\350\214\203.md" "b/ana-doc/\346\241\210\344\276\213\345\210\206\346\236\220\350\247\204\350\214\203.md"
index d8cc279..a012c18 100644
--- "a/ana-doc/\346\241\210\344\276\213\345\210\206\346\236\220\350\247\204\350\214\203.md"
+++ "b/ana-doc/\346\241\210\344\276\213\345\210\206\346\236\220\350\247\204\350\214\203.md"
@@ -43,6 +43,14 @@
`研报解析架构.md` 和 `研报分析架构.md` 是研报专业流程母版，本文件负责把两者的核心流程融合进 ana 案例生命周期，形成本项目研报案例的统一执行入口。行业子规范、总纲、设计、日志或审计报告不得把两份母版全文拆散复制成平行流程。研报存储规则已经融入 `案例存储体系.md`，不另建平行的 `研报存储体系.md` 作为正式执行入口。
+母版和行业方案的边界必须严格区分：
+
+1. `研报体系/研报解析架构.md` 是所有研报解析文档的指导思想和方法母版，默认不作为具体行业输出结构、文件清单或执行细节的日常修改位置。
+2. 具体行业怎么设计输出文档架构、哪些子行业要拆、公司文档怎么排、数据表和暗线入口怎么落地，必须以该行业本地 `<行业>研报解析方案.md` 为准。
+3. 行业方案是具体实施的指导性文档；行业案例设计、执行日志、结果入口和输出文档必须优先引用行业方案中的实施口径，再说明其如何继承母版。
+4. 后续如用户要求调整某个行业的输出结构、文件名、目录、子行业拆分、公司范围、数据表或执行策略，分析员应先修改该行业本地方案并提交方案复审；不得直接修改 `研报解析架构.md`。
+5. 只有当规则需要长期适用于所有行业，且经用户或管理链路明确要求升级为跨行业母版规则时，才允许提出修改 `研报解析架构.md` 的维护事项；修改前必须单独说明影响范围并提交母版级复审。
+
## 4. 最小案例链路
每个正式案例至少具备：
@@ -81,6 +89,20 @@
上面 12 步是分析员必须执行的主流程。下面是这个主流程拆开的具体工作流和配套规范，分析员按任务类型选择对应流程执行，不需要再自行拼接 common 流程和研报流程。
+### 5.0A 来源聊天记录轻量入口
+
+案例分析事项必须能追溯用户原始要求，但不得把该要求扩展成繁重的重复归档流程。
+
+最低要求：
+
+1. 每个案例事项、行业方案重要变更、设计审核、执行审核、输出审核或复审送审时，必须提供“来源聊天记录入口”或等价来源入口。
+2. 来源入口可以是 MB-X `message_id`、会话 marker、原始聊天导出文件路径、管理系统消息记录路径，或能让审核员反查原始用户要求的其他稳定入口。
+3. 送审正文中必须列明：来源入口、覆盖消息范围或时间范围、用户原始要求摘要、本次变更和原始要求的对应关系。
+4. 不要求在送审消息里全文粘贴原始聊天记录；长聊天应保留在正式来源文件、消息链或可复核入口中，送审消息只写摘要和路径。
+5. 对同一长期案例的连续小修、复审或执行轮次，可以复用同一个来源聊天记录入口，只需补充本轮新增用户要求或新增消息范围。
+6. 只有当原始聊天缺失、来源入口不可打开、用户要求发生实质变化或审核员无法判断目标来源时，才需要补建来源记录或退回修复。
+7. 不得因为该规则要求为每次格式小修、错别字修复或纯链接显示修复新建完整聊天证据包；此类小修可在执行日志中引用已有来源入口。
+
### 5.1 新行业首次接入流程
适用场景：第一次接到某个行业的研报任务，或者行业目录和行业方案还不存在。
@@ -103,18 +125,19 @@
1. 在父级 `案例总纲.md` 确认真实案例已经登记；如果是同一长期研究目标的新资料输入，沿用同一个 `case_id`，用新的 `batch_id` 和 `run_id` 区分。
2. 读取行业方案，确认本次资料属于该行业边界；不属于边界的资料进入排除说明或相邻行业 review，不得混入核心结论。
3. 如果本次需要更新行业方案，先在 `<行业>研报解析方案.md` 写清变更原因、影响范围和维护记录，并提交行业方案复审；复审通过前，不得把新方案作为正式分析依据。
-4. 在行业 `案例分析设计.md` 冻结本次资料来源、样本范围、case/batch/run、执行步骤、证据要求、输出物、存储路径、darkline 触发边界和验收方式。
-5. 设计审核未通过前，不得正式归档、转换、抽取或输出结论；需要先盘点资料时，必须标记为 dry-run。
-6. 按已审核设计执行研报分析：先归档和转换资料，再抽取事实、观点、指标、公司映射、产业链节点和资料缺口。
-7. 对关键指标、公司映射、产业链环节、供需价格库存成本等变量建立证据数据卡；缺少核心数据时进入缺口状态，不得直接写强结论。
-8. 单篇研报不能只做摘要，必须记录 doc_id、页码或段落定位、句子/表格索引、时间、单位、口径、对象归属、事实句、指标句、观点句、公司映射、风险句和置信度。
-9. 批量研报不能压成一个大摘要，必须按 batch 输出或更新 `input_manifest.csv`、`conversion_status.csv`、`evidence_fact_table.csv`、`classification_summary.csv`、`unresolved_data_gap.csv`、`source_gap_audit.csv`、`batch_summary.md`、`next_action_list.csv` 或等价结构化记录。
-10. 多篇资料之间存在支持、反对、重复观点或口径冲突时，优先分账记录冲突和证据来源，不得强行合并成单一结论。
-11. 需要公开资料补充、公告补证、市场反向补漏、新闻事件或暗线判断时，使用 `darkline` 或对应外部信息方法，并把补充来源、时间和置信度写入证据链；主动补数据按 5.4 执行，市场反向补漏按 5.5 执行，不能只写“已补漏”。
-12. 根据证据链形成行业视图、市场视图、公司视图和必要扩展文档；核心文档输出按 5.6 执行。
-13. 生成或更新行业级 manifest、案例级引用 manifest、验证报告和父体系 `result_index.md`。
-14. 在行业 `案例执行日志.md` 记录全过程、偏离、异常、自检和本轮结论边界。
-15. 提交执行审核；审核未通过前，不得对外交付或把案例标记完成。
+4. 如果本次只是调整本行业输出文档架构、文件清单、子行业拆分、公司文档范围、数据表入口或执行策略，默认只修改本行业 `<行业>研报解析方案.md` 和必要的案例设计，不修改 `研报体系/研报解析架构.md`。
+5. 在行业 `案例分析设计.md` 冻结本次资料来源、样本范围、case/batch/run、执行步骤、证据要求、输出物、存储路径、darkline 触发边界和验收方式。
+6. 设计审核未通过前，不得正式归档、转换、抽取或输出结论；需要先盘点资料时，必须标记为 dry-run。
+7. 按已审核设计执行研报分析：先归档和转换资料，再抽取事实、观点、指标、公司映射、产业链节点和资料缺口。
+8. 对关键指标、公司映射、产业链环节、供需价格库存成本等变量建立证据数据卡；缺少核心数据时进入缺口状态，不得直接写强结论。
+9. 单篇研报不能只做摘要，必须记录 doc_id、页码或段落定位、句子/表格索引、时间、单位、口径、对象归属、事实句、指标句、观点句、公司映射、风险句和置信度。
+10. 批量研报不能压成一个大摘要，必须按 batch 输出或更新 `input_manifest.csv`、`conversion_status.csv`、`evidence_fact_table.csv`、`classification_summary.csv`、`unresolved_data_gap.csv`、`source_gap_audit.csv`、`batch_summary.md`、`next_action_list.csv` 或等价结构化记录。
+11. 多篇资料之间存在支持、反对、重复观点或口径冲突时，优先分账记录冲突和证据来源，不得强行合并成单一结论。
+12. 需要公开资料补充、公告补证、市场反向补漏、新闻事件或暗线判断时，使用 `darkline` 或对应外部信息方法，并把补充来源、时间和置信度写入证据链；主动补数据按 5.4 执行，市场反向补漏按 5.5 执行，不能只写“已补漏”。
+13. 根据证据链形成行业视图、市场视图、公司视图和必要扩展文档；核心文档输出按 5.6 执行。
+14. 生成或更新行业级 manifest、案例级引用 manifest、验证报告和父体系 `result_index.md`。
+15. 在行业 `案例执行日志.md` 记录全过程、偏离、异常、自检和本轮结论边界。
+16. 提交执行审核；审核未通过前，不得对外交付或把案例标记完成。
### 5.3 研报资料归档和处理流程
@@ -200,13 +223,17 @@
9. 成熟子行业、核心技术路线或核心公司在写强结论前必须有基础事实卡；事实卡应包含行业等价的市场规模、产销/供需、价格或收入/利润口径、库存或交付节奏、核心国家/区域/客户/公司、产业链位置和 A 股映射。某项不适用时写明不适用原因，不能静默省略。
10. 每个重要结论必须包含来源、数据日期、历史比较、横向比较、结构占比或公司/链条案例、结论强度和失效条件。
11. 关键变量和产业链流程必须用普通人能理解的中文解释，不能只给术语表、箭头图、英文缩写或标题式结论。
-12. 重要场景假设必须写影响映射：事件发生后影响哪些子行业、公司、价格、利润、订单、估值或情绪，并说明触发条件、失效条件和主要风险。
-13. 数据不足时必须降级为 `DATA_GAP_REVIEW`、`DATA_PARTIAL`、`MECHANISM_ONLY` 或 `HELD_BY_EVIDENCE_GAP`，不得用券商观点或故事替代数据。
-14. 公司文档必须先给投资读法和当前状态，再展开业务结构、行业暴露、核心竞争力、证据链和风险。
-15. 市场反向补漏发现遗漏公司、子行业、资源品种、技术路线或关键变量时，先进入补资料和缺口流程；补完前不得写“覆盖完整”。
-16. 暗线、事件链、意图判断和市场显影假设必须单独分账，不能混入普通行业事实文档。
-17. 输出完成后，必须生成人读文档验收记录或等价验证说明，并能反查到证据、manifest 和原始资料。
-18. 核心文档完成后，必须提交输出审核或执行审核；审核通过前，不得对外交付，也不得把输出状态写成已完成。
+12. 核心正文必须采用“结论先行、逐步解释”的写法。每个重要章节先用一句话说清楚结论或观察状态，再按 1、2、3、4 的顺序解释前因后果；不得把中间推理跳过去，让读者从 1 跳到 4 或 7。
+13. 每个结论后的证据展开必须回答四个问题：数据或案例是什么；它证明了什么；为什么这些数据能证明该结论；对行业、市场、产业链或公司研究有什么含义。若只能支持研究优先级、观察池或 DRAFT 读法，必须直接写清楚，不能使用“第一主线”“重点方向”等模糊词让读者误解为投资排序或交易建议。
+14. 核心文档写完或每轮实质返修后，必须逐篇对照 `研报体系/研报解析架构.md` 的“核心理念”做复查。复查只看是否符合母版理念，不要求新增复杂产物；不符合的段落应在本轮直接修改或标记为降级/待补。
+15. 对照“核心理念”时至少检查六点：普通人能不能看懂；关键结论和关键流程是否适当展开；是否有数据和案例；前因后果是否讲清楚；多因素影响时是否做横向对比；整体市场、行业关键数据是否既有数据也有解释。
+16. 重要场景假设必须写影响映射：事件发生后影响哪些子行业、公司、价格、利润、订单、估值或情绪，并说明触发条件、失效条件和主要风险。
+17. 数据不足时必须降级为 `DATA_GAP_REVIEW`、`DATA_PARTIAL`、`MECHANISM_ONLY` 或 `HELD_BY_EVIDENCE_GAP`，不得用券商观点或故事替代数据。
+18. 公司文档必须先给投资读法和当前状态，再展开业务结构、行业暴露、核心竞争力、证据链和风险。
+19. 市场反向补漏发现遗漏公司、子行业、资源品种、技术路线或关键变量时，先进入补资料和缺口流程；补完前不得写“覆盖完整”。
+20. 暗线、事件链、意图判断和市场显影假设必须单独分账，不能混入普通行业事实文档。
+21. 输出完成后，必须生成人读文档验收记录或等价验证说明，并能反查到证据、manifest 和原始资料；验收记录应说明是否已完成“核心理念”对照复查，或哪些段落仍需降级/待补。
+22. 核心文档完成后，必须提交输出审核或执行审核；审核通过前，不得对外交付，也不得把输出状态写成已完成。
补证轮次达到上限后的输出口径：
diff --git "a/ana-doc/\346\241\210\344\276\213\345\256\241\346\240\270\350\247\204\350\214\203.md" "b/ana-doc/\346\241\210\344\276\213\345\256\241\346\240\270\350\247\204\350\214\203.md"
index 539eef4..de50ce8 100644
--- "a/ana-doc/\346\241\210\344\276\213\345\256\241\346\240\270\350\247\204\350\214\203.md"
+++ "b/ana-doc/\346\241\210\344\276\213\345\256\241\346\240\270\350\247\204\350\214\203.md"
@@ -14,6 +14,13 @@
本文件负责把 `研报解析架构.md` 和 `研报分析架构.md` 中的研报专业要求转化为 ana 案例体系的审核口径。行业目录内的 `案例审核规范.md` 默认只作为继承入口和行业补充检查，不应复制本文件的阶段门、审核类型、阻断条件和问题闭环规则。
+审核时必须区分研报方法母版和行业本地方案：
+
+1. `研报体系/研报解析架构.md` 是研报解析指导思想和方法母版，不作为某个行业输出文件清单、子行业拆分、公司范围或执行细节的日常修改对象。
+2. `<行业>研报解析方案.md` 是该行业具体实施的指导性文档。行业输出文档架构、稳定中文文件名、子行业三件套、公司文档范围、数据表和暗线入口，应以行业方案为准。
+3. 审核员发现某行业输出结构、文件清单、子行业拆分或执行策略不清时，应要求分析员修复行业本地方案和案例设计，不应直接要求修改 `研报解析架构.md`。
+4. 只有规则明显需要跨行业长期适用，且提交方明确说明母版级影响范围时，才进入 `研报解析架构.md` 母版维护审核；否则母版不应被行业个案反复修改。
+
## 2. 审核范围
审核员至少检查：
@@ -38,6 +45,18 @@
3. 若审核对象在正式文档中不存在，审核结论只能为 `需补充`、`退回修改` 或 `HELD`，不得用消息摘要替代正式文档进行审核。
4. 若审核对象当前存在但无法确认是否在提交前已存在，审计报告必须写明“提交前落地状态无法证明”，结论不得高于有条件通过，除非后续重新提交审核。
5. 若确认存在提交后补录、先执行后补设计、先提交后补证据等时序倒置，必须作为审计问题记录，要求分析员按补录后的当前版本重新提交审核。
+
+来源聊天记录审核口径：
+
+1. 设计审核、执行审核、输出审核和重要复审必须核查送审正文或正式文档中是否给出来源聊天记录入口或等价来源入口。
+2. 合格来源入口可以是 MB-X `message_id`、会话 marker、原始聊天导出文件路径、管理系统消息记录路径，或能反查用户原始要求的稳定入口。
+3. 审核员核查重点是：来源入口是否可追溯、覆盖消息范围或时间范围是否清楚、用户原始要求摘要是否与本次设计/执行/输出一致、本次变更是否能对应原始要求。
+4. 审核员不得要求分析员在送审消息中全文粘贴长聊天记录；长聊天可以保留在正式来源文件、消息链或可复核入口中。
+5. 同一长期案例的连续小修、复审或执行轮次，可以复用既有来源聊天记录入口；审核员只需核查本轮是否补充新增用户要求或新增消息范围。
+6. 若来源入口缺失、不可打开、覆盖范围不清，或设计/输出目标与来源聊天明显不一致，应作为阻断或需补充问题处理。
+7. 对错别字、格式、链接显示等不影响目标、流程、证据、输出和结论边界的小修，不得因未新建完整聊天证据包而加码退回；可要求在执行日志中引用既有来源入口。
+8. 送审事项引用“用户要求、用户反馈、用户确认、用户补充”等内容时，审核员必须核查用户原文入口：关键聊天原文、聊天记录路径、案例总纲来源位置或可追溯的 `message_id`。只有分析员转述而没有用户原文入口时，不得给出通过结论，应要求补充来源入口；该要求只补来源依据，不要求重跑分析、补资料或新增执行轮次。
+9. 审核员必须核对送审变更、方案或输出是否符合用户原文意思，并在审计记录中区分“用户明确要求”“分析员基于用户要求的推导”和“分析员自行新增的执行方案”。摘要和原文冲突时，以用户原文为准。
## 3. 审核类型
@@ -100,6 +119,7 @@
6. 方案是否说明是否覆写母版流程；如果覆写，是否保留父级总纲、设计审核、执行日志、执行审核、问题闭环和结论回写。
7. 方案是否明确缺口清单、市场反向补漏和 darkline 触发边界。
8. 方案是否仍写着“模板”“待正式任务补齐”等不能支撑正式执行的状态。若仍是模板，只能允许容器初始化或体系 dry-run，不得允许正式研报分析。
+9. 行业输出文档架构、文件清单、子行业拆分、公司文档范围、数据表和暗线入口是否落在 `<行业>研报解析方案.md` 或已审核设计中，而不是要求修改 `研报解析架构.md` 才能执行。
管理端自检和正式审核必须区分。Codex 或管理端可以做体系维护自检，但自检结论不能冒充 `case_analysis.reviewer / laoshen` 的正式审核结论；正式放行仍以项目配置清单中的审核员角色为准。
@@ -110,6 +130,7 @@
3. 正式资料归档、转换、抽取、补数、证据组织、核心文档输出或 manifest 归档完成后，必须执行审核。
4. 核心文档准备对外交付、进入正式结果入口或回写完成状态前，必须通过输出审核或执行审核。
5. 仅修改错别字、格式、链接显示等不影响流程、证据、存储、输出和结论边界的小修，可以只抽查维护记录；如审核员判断影响可复核性，仍应要求复审。
+6. 行业个案对输出文档架构、子行业文件、公司文件或数据表入口的调整，默认触发行业方案或案例设计复审；不得默认触发 `研报解析架构.md` 母版复审。
补证轮次上限审核口径：
@@ -151,6 +172,7 @@
11. 如需使用 `ana-data/tools/` 脚本，是否说明脚本名、输入范围、关键词或 SQL 来源、输出路径、manifest、只读边界和复核方式。
12. 是否明确 `PASS / FAIL / HELD` 或等价验收标准。
13. 设计条目是否在提交设计审核前已经写入正式 `案例分析设计.md` 或行业子目录对应设计账本；审核员必须记录条目 ID、文件路径和行号。若设计条目为提交后补录，必须退回或要求重新提交审核。
+14. 送审正文或设计条目是否给出来源聊天记录入口、覆盖范围和用户原始要求摘要；长期案例是否正确复用已有来源入口并补充本轮新增要求。
如果案例事项使用行业自定义流程，设计审核必须检查该流程是否满足父级案例体系硬约束。行业流程通过设计审核后，执行审核以已通过的行业流程为准；只有发现行业流程违反父级硬约束时，才要求整改。
diff --git "a/ana-doc/\346\241\210\344\276\213\345\256\241\350\256\241\346\212\245\345\221\212.md" "b/ana-doc/\346\241\210\344\276\213\345\256\241\350\256\241\346\212\245\345\221\212.md"
index 62a7e4a..efe28aa 100644
--- "a/ana-doc/\346\241\210\344\276\213\345\256\241\350\256\241\346\212\245\345\221\212.md"
+++ "b/ana-doc/\346\241\210\344\276\213\345\256\241\350\256\241\346\212\245\345\221\212.md"
@@ -318,3 +318,378 @@
是否允许进入下一阶段：
允许。后续主流程应围绕现有 DRAFT 核心文档、result_index 和行业待补资料清单推进有限输出或用户可读收口，不再围绕有色旧缺口新增同类补证 PASS。
+## AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001
+
+- 审计 ID：AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001
+- 审计类型：研报分析架构 / 核心文档结构对齐复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260626201359610_074ed8bb
+- 消息创建时间：2026-06-26T20:13:59+08:00
+- 关联任务：TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-20260626
+- 关联 run：RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001
+- 关联有色 run：RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001
+
+审核对象：
+
+1. `ana-doc/研报体系/研报分析架构.md`
+2. `ana-doc/研报体系/研报解析架构.md`
+3. `ana-doc/有色案例/有色研报解析方案.md`
+4. `ana-doc/案例执行日志.md`，条目 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001`
+5. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001`
+6. `项目变更记录.md`，条目 `2026-06-26T20:11:00+08:00 对齐 ana 研报核心文档输出结构`
+
+前置核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 参考目录识别 | PASS | `D:\策略项目\s-system-doc\observer\mirror\有色行业报告` 中稳定核心入口包括 `有色行业报告索引.md`、产业链/市场总览、`子行业/`、`公司/`、`数据表/`、`暗线/` 等；带日期、数字、批次号的文档更适合作为过程文档 |
+| 修改时间 | PASS | 送审列明的 6 个对象文件 mtime 均早于消息创建时间 |
+| 执行日志 | PASS | 父级和有色执行日志均记录本轮为输出架构对齐，不补新资料、不重启 PASS-017、不升级正式结论 |
+| 项目变更记录 | PASS | `项目变更记录.md` 已记录本次 ana 研报核心文档输出结构对齐 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+
+内容核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 核心人读结构方向 | PASS | `研报分析架构.md` 已把用户入口迁移为稳定中文核心文档结构，并区分过程读取报告和用户核心文档 |
+| 读取顺序 | PASS | 已明确从行业报告索引到产业链/市场总览、子行业、公司、数据表、暗线和待补资料清单的阅读顺序 |
+| 有色方案承接 | PASS_WITH_LIMITS | `有色研报解析方案.md` 已新增有色核心文档目录结构，并声明现有综合草稿只是过渡型 DRAFT |
+| 交易建议边界 | FAIL | `研报解析架构.md` 仍保留“现在能不能买”等措辞，容易越过“不得写交易指令、目标价或收益承诺”的边界 |
+| 三类视图与文件形态关系 | FAIL | `有色研报解析方案.md` 对齐表仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”，与新增索引、子行业、公司、数据表、暗线等核心文件形态存在表述冲突 |
+
+发现问题：
+
+1. 阻断项：`ana-doc/研报体系/研报解析架构.md` 中“现在能不能买”属于交易动作口径，和同文档中“不得写交易指令、目标价或收益承诺”的边界冲突。必须改为“当前处于观察、等待、回避、补证或不可判断状态”等研究状态口径。
+2. 阻断项：`ana-doc/有色案例/有色研报解析方案.md` 对齐表仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”。在已引入 `有色行业报告索引.md`、产业链/市场总览、子行业、公司、数据表、暗线和待补资料清单后，该句需要改为“三类视图是分析视角，稳定中文文件是承载形态”，避免后续执行误以为新核心目录违反旧三类文档口径。
+
+审计结论：
+需补充。核心结构方向正确，参考目录拆分、中文稳定文件名、用户阅读顺序和有色方案迁移边界总体成立；但上述两处口径冲突会影响后续执行边界，修复前不应作为完整输出口径放行。
+
+是否阻断：
+阻断本轮“核心文档结构口径完整通过”；不阻断继续把现有有色综合草稿、result_index 和待补资料清单作为 DRAFT 过渡入口使用。不得因本次复审结论启动新一轮补资料、PASS-017 或同类旧缺口补证。
+
+复审条件：
+仅修正上述两处文档口径，并在执行日志或变更记录中说明修复。不需要新增外部资料、重新生成有色分析产物或重启旧补证 PASS。
+
+## AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-RESUBMIT-20260626-001
+
+- 审计 ID：AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-RESUBMIT-20260626-001
+- 审计类型：研报分析架构 / 核心文档结构对齐复审修复
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260626202243782_447d0e33
+- 消息创建时间：2026-06-26T20:22:43+08:00
+- 关联任务：TASK-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-REVIEW-RESUBMIT-20260626
+- 关联前序审计：AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001
+- 关联 run：RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001
+- 关联有色 run：RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001
+
+审核对象：
+
+1. `ana-doc/研报体系/研报解析架构.md`
+2. `ana-doc/研报体系/研报分析架构.md`
+3. `ana-doc/有色案例/有色研报解析方案.md`
+4. `ana-doc/案例执行日志.md`，条目 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001`
+5. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001`
+6. `项目变更记录.md`，条目 `2026-06-26T20:18:00+08:00 修复 ana 核心文档结构复审问题`
+
+前置核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 修复时间 | PASS | 送审列明的架构、方案、日志和变更记录文件 mtime 均早于消息创建时间 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+| 前序风险检索 | PASS | `现在能不能买` 和 `顶层只允许` 在送审修复对象中不再命中 |
+| 执行日志 | PASS | 父级和有色执行日志均记录本轮只修复文档口径和子行业市场分析文件结构，不补新资料、不重启 PASS-017、不新增同类补证 PASS |
+| 项目变更记录 | PASS | `项目变更记录.md` 已记录修复对象、关联执行、口径修复和边界 |
+
+内容核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 交易建议边界修复 | PASS | `研报解析架构.md` 已将“现在能不能买”修正为“当前处于观察、等待、回避、补证还是不可判断状态”等研究状态口径 |
+| 三类视图与文件形态关系 | PASS | `有色研报解析方案.md` 已明确行业视图、市场视图、公司视图是分析视角，稳定中文文件名和目录是承载形态 |
+| 子行业市场分析入口 | PASS | `研报解析架构.md`、`研报分析架构.md` 和 `有色研报解析方案.md` 均已纳入 `子行业/<子行业>_市场分析.md` 或有色具体 `*_市场分析.md` |
+| 子行业市场分析职责 | PASS | 已明确承接价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来观察指标、风险和边界 |
+| 防止补证循环 | PASS | 修复内容没有要求新增外部资料、重启 PASS-017 或围绕旧缺口新增同类补证 PASS |
+| 正式输出边界 | PASS | 文档仍保留不得输出买入、卖出、目标价、收益承诺、交易指令或无证据强结论的边界 |
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 后续把有色综合草稿迁移为稳定中文核心文档时，应先生成或更新 `有色行业报告索引.md`，再按产业链总览、市场总览、子行业总览、子行业详细介绍、子行业市场分析、公司页和数据/暗线/待补清单推进。
+2. `子行业/<子行业>_市场分析.md` 是市场视角承载文件，不是新一轮补资料入口；缺资料达到补证上限时仍应进入行业待补资料清单并降级推进。
+3. 公司页和子行业市场分析可以写投资读法、观察状态、触发条件和失效条件，但不得写成买卖建议、目标价、收益承诺或正式交易指令。
+
+审计结论：
+通过。前序两处阻断口径已解除，子行业市场分析文件纳入核心文档结构的方向可作为后续 `project-info` ana 研报分析和有色案例输出口径使用。
+
+是否阻断：
+不阻断规则生效；不要求新增外部资料、不要求重新生成有色分析产物、不要求重启 PASS-017 或旧缺口补证 PASS。
+
+是否允许进入下一阶段：
+允许。后续可按该核心文档结构推进有色 DRAFT 用户入口迁移，但正式行业结论、正式公司结论、正式指标或对外交付仍需单独输出审核或执行审核。
+
+## AUDIT-ANA-FLOW-MASTER-PLAN-BOUNDARY-20260626-001
+
+- 审计 ID：AUDIT-ANA-FLOW-MASTER-PLAN-BOUNDARY-20260626-001
+- 审计类型：ana 规范维护 / 研报母版和行业方案实施边界复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260626205055695_2718e75f
+- 消息创建时间：2026-06-26T20:50:55+08:00
+- 关联任务：TASK-ANA-FLOW-MASTER-PLAN-BOUNDARY-REVIEW-20260626
+- 关联 run：RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001
+- 关联有色 run：RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001
+
+审核对象：
+
+1. `ana-doc/案例分析规范.md`
+2. `ana-doc/案例审核规范.md`
+3. `ana-doc/目录导读.md`
+4. `ana-doc/有色案例/有色研报解析方案.md`
+5. `ana-doc/案例执行日志.md`，条目 `RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001`
+6. `ana-doc/有色案例/案例执行日志.md`，条目 `RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001`
+7. `项目变更记录.md`，条目 `2026-06-26T20:48:00+08:00 明确研报母版和行业方案实施边界`
+
+前置核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 修改时间 | PASS | 送审对象 mtime 均早于消息创建时间 |
+| 母版未被本轮修改 | PASS | `ana-doc/研报体系/研报解析架构.md` mtime 仍为前序核心文档结构对齐时间，不属于本轮新增修改 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+| 执行日志 | PASS | 父级和有色执行日志均记录本轮只建立规范边界，不补新资料、不重启 PASS-017、不新增同类补证 PASS |
+| 项目变更记录 | PASS | 已记录本次边界规则、更新对象、关联执行和“不修改母版”的边界 |
+
+内容核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 父级分析规范 | PASS | 已明确 `研报解析架构.md` 是指导思想和方法母版，具体行业输出结构、文件清单和执行细节默认落到 `<行业>研报解析方案.md` |
+| 父级审核规范 | PASS | 已明确审核员发现行业输出结构不清时，应要求修复行业本地方案和案例设计，不应直接要求修改 `研报解析架构.md` |
+| 父级目录导读 | PASS | 已说明方法母版不因单个行业输出结构、文件清单、子行业拆分、公司范围或执行细节调整而修改 |
+| 有色方案 | PASS | 已明确有色具体输出文档架构、稳定中文文件名、子行业拆分、公司文档范围、数据表入口、暗线入口和执行策略，以本方案和已审核的 `案例分析设计.md` 为准 |
+| 父级底线保留 | PASS | 规则没有取消父级总纲、设计审核、执行日志、执行审核、问题闭环、结论回写和证据边界 |
+| 与有色审核前置阅读兼容 | PASS | 后续有色审核仍需按 `ana-doc/有色案例/案例审核规范.md` 先读取本目录 `案例分析规范.md`，再判断分析员是否按有色本地规范执行 |
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 该规则通过后，行业个案的输出结构、子行业文件、公司文件、数据表入口和暗线入口调整，默认应提交行业方案或案例设计复审，不应直接要求改 `研报解析架构.md`。
+2. 若确需修改 `研报解析架构.md`，必须明确属于跨行业长期规则，并单独说明母版级影响范围后提交母版级复审。
+3. 本次通过只覆盖规范边界，不覆盖任何有色 DRAFT 产物升级为正式结论或对外交付。
+
+审计结论：
+通过。允许“研报母版是指导思想，行业方案是具体实施依据”的规则作为后续 `project-info` ana 研报分析和有色案例执行口径使用。
+
+是否阻断：
+不阻断规则生效；不要求补新资料、不要求重启 PASS-017、不要求新增同类补证 PASS。
+
+是否允许进入下一阶段：
+允许。后续有色或其他行业的具体输出结构调整，应优先落在行业本地方案和已审核设计中；正式输出仍需按既有设计审核、执行审核或输出审核链路处理。
+
+## AUDIT-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-20260626-001
+
+- 审计 ID：AUDIT-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-20260626-001
+- 审计类型：ana 规范维护 / 送审来源聊天记录轻量入口复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260626231724598_a864bd1e
+- 消息创建时间：2026-06-26T23:17:24+08:00
+- 关联任务：TASK-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-REVIEW-20260626
+- 关联 run：RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001
+
+来源聊天记录 / 用户原文入口：
+
+1. 送审给出的来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+2. 已反查到运行记录：`.mbx/provider/codex/runs/run_20260624002656377_3369482c.jsonl`
+3. 运行记录指向分析员会话文件：`C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-26-57-019ef54e-6978-76d3-bb78-081fa2c4b188.jsonl`
+4. 抽查该会话文件，能定位到用户关于“送审必须包含原始聊天记录”“为什么此前没做”“怎么避免偏差”“不希望层层加码”的原始消息。
+
+用户原文意思对齐检查：
+
+| 用户原始要求 | 本次规则对应 | 结果 |
+|---|---|---|
+| 送审上下文必须能追溯原始聊天记录 | 新增来源聊天记录轻量入口，要求送审提供来源入口、覆盖范围、用户原始要求摘要和变更对应关系 | PASS |
+| 不要只依赖分析员转述，审核员要能核原意 | 审核规范新增来源聊天记录审核口径，要求核查入口、覆盖范围、摘要和变更对应关系 | PASS |
+| 希望写入 ana-doc，让后续案例分析员也遵守 | 父级 `案例分析规范.md` 和 `案例审核规范.md` 均已更新 | PASS |
+| 不希望层层加码、把事情弄复杂 | 规则明确不要求全文粘贴长聊天、长期案例可复用既有入口、小修不得因未新建完整聊天证据包而退回 | PASS |
+
+审核对象：
+
+1. `ana-doc/案例分析规范.md`
+2. `ana-doc/案例审核规范.md`
+3. `ana-doc/案例执行日志.md`，条目 `RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001`
+4. `项目变更记录.md`，条目 `2026-06-26T23:12:00+08:00 新增送审来源聊天记录轻量入口规则`
+
+前置核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 来源入口 | PASS | 会话 marker 可反查到 MB-X 运行记录和 Codex 会话文件 |
+| 用户原文抽查 | PASS | 会话文件中可定位到与送审摘要一致的用户原始消息 |
+| 修改时间 | PASS | 送审对象 mtime 均早于消息创建时间 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+| 范围边界 | PASS | 本轮只修改父级案例分析/审核规范、执行日志和项目变更记录，不修改研报母版或有色输出方案 |
+
+内容核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 分析规范新增规则 | PASS | `案例分析规范.md` 已新增 `5.0A 来源聊天记录轻量入口` |
+| 送审最低字段 | PASS | 已要求列明来源入口、覆盖消息范围或时间范围、用户原始要求摘要、本次变更和原始要求的对应关系 |
+| 轻量化边界 | PASS | 已明确不要求在送审消息全文粘贴长聊天，长期案例连续小修可复用来源入口 |
+| 反加码边界 | PASS | 已明确错别字、格式、链接显示等小修不得因未新建完整聊天证据包而退回 |
+| 审核口径 | PASS | `案例审核规范.md` 已新增来源聊天记录审核口径，并保留来源缺失、不可打开、范围不清或目标与原文不一致时的阻断条件 |
+| 历史追溯边界 | PASS | 执行日志和项目变更记录均声明不要求补建所有历史送审的完整聊天证据包 |
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 后续送审如果能给出具体 MB-X `message_id`，优先给 message_id；会话 marker 可用，但应尽量附覆盖时间范围或消息范围，减少审核员搜索成本。
+2. 该规则是来源入口闸门，不是新建繁重证据包的理由；审核员不得把它扩展成每次小修都要求完整聊天导出。
+3. 摘要和原文冲突时，仍必须以用户原文为准。
+
+审计结论：
+通过。允许“送审来源聊天记录轻量入口”规则作为后续 `project-info` ana 案例分析、送审和审核口径使用。
+
+是否阻断：
+不阻断规则生效；不要求历史全部重跑或补建完整聊天证据包。
+
+是否允许进入下一阶段：
+允许。后续新送审和实质复审应按该轻量入口规则提供来源入口、覆盖范围、用户原始要求摘要和变更对应关系；小修按反加码边界处理。
+
+## AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001
+
+- 审计 ID：AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001
+- 审计类型：ana 规范维护 / 核心文档结论先行和逐步解释写作规则复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627121827331_85861b01
+- 消息创建时间：2026-06-27T12:18:27+08:00
+- 关联任务：TASK-ANA-FLOW-READABLE-CONCLUSION-WRITING-REVIEW-20260627
+- 关联执行：RUN-ANA-FLOW-READABLE-CONCLUSION-WRITING-001；RUN-ANA-YS-READABLE-CONCLUSION-WRITING-001
+
+来源聊天记录 / 用户原文入口：
+
+1. 送审给出的来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+2. 已按来源聊天记录审核口径检索本地会话记录，能反查到用户围绕“资源端是当前第一主线”表达不清、需要结论先行、逐步解释、落到 ana-doc 父级规范和有色本地方案的要求。
+
+审核对象：
+
+1. `ana-doc/案例分析规范.md`，`5.6 核心文档输出流程`
+2. `ana-doc/有色案例/有色研报解析方案.md`
+3. `ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-READABLE-CONCLUSION-WRITING-001`
+4. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-READABLE-CONCLUSION-WRITING-001`
+5. `项目变更记录.md`，`2026-06-27T12:04:00+08:00 补充核心文档结论先行和逐步解释写作规则`
+
+前置核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 来源入口 | PASS | 送审提供会话 marker，能反查用户反馈来源 |
+| 父级规范落点 | PASS | 通用规则写入 `ana-doc/案例分析规范.md` 的核心文档输出流程 |
+| 有色示例落点 | PASS | 行业专属例子写入 `ana-doc/有色案例/有色研报解析方案.md` |
+| 母版边界 | PASS | 本轮未修改 `ana-doc/研报体系/研报解析架构.md`，符合“母版不因行业个案反复修改”的边界 |
+| 执行留痕 | PASS | 父级和有色执行日志均有 run 记录，项目变更记录已登记 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+
+内容核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 承接用户要求 | PASS | 新规则要求先说清结论或观察状态，再按顺序解释前因后果，避免读者从 1 跳到 4 或 7 |
+| 证据解释链 | PASS | 规则要求每个结论后的数据或案例回答“是什么、证明什么、为什么能证明、对行业/市场/产业链/公司研究有什么含义” |
+| 模糊表达约束 | PASS | 规则要求若只能支持研究优先级、观察池或 DRAFT 读法，必须直接写清楚，不能用“第一主线”“重点方向”等词让读者误解为投资排序或交易建议 |
+| 有色示例 | PASS | 示例把“资源端是当前第一主线”改为“资源端是当前最优先跟踪的研究主线，不等于买入排序”，并说明价格库存、矿山产量权益、成本和项目达产三条线索分别证明什么 |
+| 反加码边界 | PASS | 执行日志明确本轮不改核心正文、不补新资料、不重启 PASS-017、不新增同类补证 PASS、不要求全部历史文档立即重写 |
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过的是写作规则和有色方案示例，不代表既有核心正文已自动修复。
+2. 后续核心正文返修应按该规则分批执行；每批送审应说明本轮重点，避免把单个表达问题扩大成全量重写。
+3. 审核员后续做输出审核时，应把“结论先行、证据逐步解释、含义落地”作为人读质量检查项，但不得用它要求每个小修都新增复杂审核包。
+
+审计结论：
+通过。允许“核心文档结论先行、逐步解释、含义落地”写作规则作为后续 `project-info` ana 核心文档返修和审核口径使用。
+
+是否阻断：
+不阻断规则生效；不要求本轮直接修改有色核心正文，不要求补新资料或重启 PASS-017。
+
+是否允许进入下一阶段：
+允许。后续有色核心正文返修可按该规则分批执行；行业专属表达继续落到有色本地方案或案例设计，跨行业通用底线落到父级 ana 规范。
+
+## AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001
+
+- 审计 ID：AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001
+- 审计类型：ana 规范维护 / 核心文档对照研报解析架构核心理念复查流程复审
+- 审计角色：case_analysis.reviewer
+- 关联消息：msg_20260627122813233_da73cfd5
+- 消息创建时间：2026-06-27T12:28:13+08:00
+- 关联任务：TASK-ANA-FLOW-CORE-PRINCIPLE-CHECK-REVIEW-20260627
+- 关联执行：RUN-ANA-FLOW-CORE-PRINCIPLE-CHECK-001；RUN-ANA-YS-CORE-PRINCIPLE-CHECK-001
+
+来源聊天记录 / 用户原文入口：
+
+1. 送审给出的来源入口：`MBX_SESSION_MARKER:run_20260624002656377_3369482c`
+2. 已按来源聊天记录审核口径检索本地会话记录，能反查到用户要求：在写作流程中增加逐篇复查动作，拿分析员写出的每一个文本对照 `研报解析架构.md`，尤其是“核心理念”，不符合的就改。
+
+审核对象：
+
+1. `ana-doc/案例分析规范.md`，`5.6 核心文档输出流程`
+2. `ana-doc/有色案例/有色研报解析方案.md`
+3. `ana-doc/研报体系/研报解析架构.md`，`核心理念`
+4. `ana-doc/案例执行日志.md`，`RUN-ANA-FLOW-CORE-PRINCIPLE-CHECK-001`
+5. `ana-doc/有色案例/案例执行日志.md`，`RUN-ANA-YS-CORE-PRINCIPLE-CHECK-001`
+6. `项目变更记录.md`，`2026-06-27T12:32:00+08:00 补充核心文档对照研报解析架构核心理念复查流程`
+
+前置核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 来源入口 | PASS | 送审提供会话 marker，能反查用户对“逐篇对照核心理念”的要求 |
+| 父级规范落点 | PASS | `案例分析规范.md` 已在核心文档输出流程中加入写完或实质返修后逐篇对照“核心理念”的复查要求 |
+| 有色方案落点 | PASS | `有色研报解析方案.md` 已把有色核心文档逐篇复查口径落到行业本地方案 |
+| 母版边界 | PASS | 本轮未修改 `研报体系/研报解析架构.md`，只把母版核心理念转为执行复查动作 |
+| 执行留痕 | PASS | 父级和有色执行日志均有 run 记录，项目变更记录已登记 |
+| 治理校验 | PASS | `python -m mbx.cli validate --project project-info --governance` 返回 OK，warnings=0 |
+
+内容核查：
+
+| 核查项 | 结果 | 说明 |
+|---|---|---|
+| 承接用户要求 | PASS | 新规则要求核心文档写完或每轮实质返修后，逐篇对照 `研报体系/研报解析架构.md` 的“核心理念”复查；不符合的段落应本轮修改或标记降级/待补 |
+| 核心理念覆盖 | PASS | 六项检查覆盖普通人能否看懂、关键结论和关键流程是否展开、是否有数据和案例、前因后果是否讲清、多因素是否横向对比、市场和行业关键数据是否既有数据也有解释 |
+| 有色本地化 | PASS | 有色方案强调复查重点不是形式，而是用户能不能读懂；发现不符合时优先本轮改，证据不足时降级或进入待补资料清单 |
+| 反加码边界 | PASS | 规则明确不要求新增复杂产物；送审边界也声明不直接修改核心正文、不补新资料、不全量重写 57 个文档、不重启 PASS-017 |
+| 审核可执行性 | PASS | 该规则可作为后续核心文档返修和输出审核的人读质量检查项；审核时应检查是否有复查说明或等价验收记录，而不是要求新建繁重证据包 |
+
+发现问题：
+
+未发现阻断问题。
+
+非阻断提醒：
+
+1. 本轮通过的是流程规则，不代表既有核心正文已完成“核心理念”复查和返修。
+2. 后续每批实质返修应留下轻量复查说明，说明本批哪些文档已对照核心理念检查、哪些段落已修改、哪些因证据不足降级或进入待补。
+3. 审核员后续应把“逐篇对照核心理念”作为人读质量门，但不得要求为每个小修新增复杂产物或全量重跑。
+
+审计结论：
+通过。允许“核心文档逐篇对照 `研报解析架构.md` 核心理念复查流程”作为后续 `project-info` ana 核心文档返修和审核口径使用。
+
+是否阻断：
+不阻断规则生效；不要求本轮直接修改核心正文，不要求补新资料、全量重写 57 个文档或重启 PASS-017。
+
+是否允许进入下一阶段：
+允许。后续有色核心正文返修可按小范围批次执行，并在每批输出或实质返修后保留轻量的核心理念对照复查说明。
diff --git "a/ana-doc/\346\241\210\344\276\213\346\211\247\350\241\214\346\227\245\345\277\227.md" "b/ana-doc/\346\241\210\344\276\213\346\211\247\350\241\214\346\227\245\345\277\227.md"
index eae9f9c..8eb7b34 100644
--- "a/ana-doc/\346\241\210\344\276\213\346\211\247\350\241\214\346\227\245\345\277\227.md"
+++ "b/ana-doc/\346\241\210\344\276\213\346\211\247\350\241\214\346\227\245\345\277\227.md"
@@ -355,3 +355,191 @@
2. 本次不改写现有有色 DRAFT 研究内容，不升级正式结论。
3. 本次不批量重命名历史已引用文件，避免破坏 result_index、manifest 和审核证据链；后续新增人读输出文件按中文文件名执行，历史英文主文件名在下一轮输出整理中逐步提供中文文件名或中文索引别名。
+## 2026-06-26 20:11:00 RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001
+
+- run ID：RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001
+- 所属案例：ANA-REPORT-SYSTEM-20260625-001
+- 执行人员：case_analysis.analyst
+- 执行类型：研报分析架构维护 / 核心文档结构对齐
+- 当前状态：已完成，待审核员复核
+
+### 背景
+
+用户要求参考 `D:\策略项目\s-system-doc\observer\mirror\有色行业报告` 中另一个研报分析输出目录。该目录里带日期、数字或批次编号的文档属于临时过程材料；不带数字的索引、总览、子行业、公司、数据表和暗线文档才是用户期望的核心文档结构。
+
+### 执行步骤
+
+1. 抽查 mirror 目录中的核心文档结构，确认用户期望的人读主结构为：行业报告索引、产业链总览、市场情况总览、子行业总览、子行业详细介绍、公司横向同步总表、单公司页、数据表、暗线、公开信息补充清单和待补资料清单。
+2. 更新 `ana-doc/研报体系/研报分析架构.md`，明确带日期、批次号、run ID 或数字编号的读取报告只能作为过程文档，不能替代核心文档主入口。
+3. 更新 `ana-doc/研报体系/研报解析架构.md`，把三类核心文档进一步落到稳定中文文件名和目录形态。
+4. 更新 `ana-doc/有色案例/有色研报解析方案.md`，将有色案例输出结构对齐为 `有色行业报告索引.md`、`有色的产业链总览.md`、`有色的市场情况总览.md`、`子行业/`、`公司/`、`数据表/`、`暗线/` 等人读核心文档。
+
+### 边界
+
+1. 本轮是输出架构对齐，不重启 PASS-017，不新增同类补证 PASS。
+2. 本轮不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标或交易建议。
+3. 后续有色用户阅读主入口应按中文核心文档目录迁移；现有综合草稿只作为过渡稿和证据入口。
+
+## 2026-06-26 20:18:00 RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001
+
+- run ID：RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001
+- 所属案例：ANA-REPORT-SYSTEM-20260625-001
+- 执行人员：case_analysis.analyst
+- 执行类型：研报分析架构维护 / 核心文档结构复审修复
+- 当前状态：已完成，待审核员复核
+- 关联审计：AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001
+- 关联消息：msg_20260626201845828_e9635105
+
+### 背景
+
+审核员对 `RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001` 返回“需补充”，指出两处口径冲突：`研报解析架构.md` 中仍有“现在能不能买”措辞；`有色研报解析方案.md` 中仍写“顶层只允许行业视图、市场视图、公司视图三类核心文档”。用户随后补充要求子行业层级还需要单独的市场视角文件 `子行业市场分析.md`。
+
+### 修复动作
+
+1. 更新 `ana-doc/研报体系/研报解析架构.md`，将“现在能不能买”改为“当前处于观察、等待、回避、补证还是不可判断状态，什么条件触发状态变化，什么情况需要降级”。
+2. 更新 `ana-doc/研报体系/研报解析架构.md` 和 `ana-doc/研报体系/研报分析架构.md`，将 `子行业/<子行业>_市场分析.md` 纳入核心文档目录、阅读顺序和最低结构。
+3. 更新 `ana-doc/有色案例/有色研报解析方案.md`，将“三类核心文档”表述修正为“三类视图是分析视角，稳定中文文件名和目录是承载形态”。
+4. 更新 `ana-doc/有色案例/有色研报解析方案.md`，把 `子行业/<金属或板块>_市场分析.md` 纳入有色核心文档清单和验收要求。
+
+### 边界
+
+1. 本轮只修复文档口径和子行业市场分析文件结构，不补新资料。
+2. 本轮不重启 PASS-017，不新增同类补证 PASS。
+3. 本轮不把有色 DRAFT 草稿升级为正式行业结论、正式公司结论、正式指标或交易建议。
+
+## 2026-06-26 20:48:00 RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001
+
+- run ID：RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001
+- 所属案例：ANA-REPORT-SYSTEM-20260625-001
+- 执行人员：case_analysis.analyst
+- 执行类型：案例分析规范维护 / 研报母版和行业方案边界
+- 当前状态：已完成，待审核员复核
+
+### 背景
+
+用户明确：`ana-doc/研报体系/研报解析架构.md` 是所有研报解析文档的母版和指导思想，以后不能作为具体行业输出结构、文件清单或执行细节的日常修改位置。具体行业怎么设计输出文档架构、准备怎么做、怎么实施，以行业本地方案文档为准；有色案例以 `ana-doc/有色案例/有色研报解析方案.md` 为准。
+
+### 修改动作
+
+1. 更新 `ana-doc/案例分析规范.md`，新增“母版和行业方案边界”规则。
+2. 明确 `研报体系/研报解析架构.md` 是方法母版，行业输出结构、子行业拆分、公司范围、数据表、暗线入口和执行策略优先落到 `<行业>研报解析方案.md`。
+3. 更新 `ana-doc/案例审核规范.md`，要求审核员发现行业输出结构不清时，优先要求修复行业方案和案例设计，不直接要求修改母版。
+4. 更新 `ana-doc/目录导读.md`，说明方法母版不因单个行业的实施细节调整而修改。
+5. 更新 `ana-doc/有色案例/有色研报解析方案.md`，明确有色具体实施以本方案和已审核设计为准。
+
+### 边界
+
+1. 本轮不修改 `ana-doc/研报体系/研报解析架构.md`。
+2. 本轮不生成新的有色核心文档正文，不补新资料。
+3. 本轮只建立后续规范边界；如确需修改母版，必须另起母版级维护事项，说明跨行业影响范围并提交复审。
+
+## 2026-06-26 23:12:00 RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001
+
+- run ID：RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001
+- 所属案例：ANA-REPORT-SYSTEM-20260625-001
+- 执行人员：case_analysis.analyst
+- 执行类型：案例分析规范维护 / 来源聊天记录轻量入口
+- 当前状态：已完成，待审核员复核
+
+### 背景
+
+用户指出全局规范要求送审上下文必须包含原始聊天记录，而此前送审只提供了背景摘要和文件入口，没有稳定列出原始聊天记录入口。用户要求把防偏差规则写入 `ana-doc` 规范，但明确不希望层层加码。
+
+### 修改动作
+
+1. 更新 `ana-doc/案例分析规范.md`，新增“来源聊天记录轻量入口”。
+2. 明确案例事项、行业方案重要变更、设计审核、执行审核、输出审核或复审送审时，必须提供来源聊天记录入口或等价来源入口。
+3. 明确来源入口可以是 MB-X `message_id`、会话 marker、原始聊天导出文件路径、管理系统消息记录路径，或其他稳定可复核入口。
+4. 明确送审正文只需列明来源入口、覆盖范围、用户原始要求摘要、本次变更和原始要求的对应关系，不要求全文粘贴长聊天。
+5. 更新 `ana-doc/案例审核规范.md`，新增来源聊天记录审核口径。
+6. 明确审核员只阻断来源缺失、不可打开、覆盖范围不清或目标与来源明显不一致的情况；错别字、格式、链接显示等小修不得因未新建完整聊天证据包而加码退回。
+
+### 边界
+
+1. 本轮只修改父级案例分析和审核规范，不修改有色输出方案，不生成新核心文档正文。
+2. 本轮不要求补建所有历史送审的完整聊天证据包；后续送审按轻量入口规则执行。
+3. 该规则用于防止送审上下文缺失，不用于制造额外层级、重复归档或繁重证据包。
+
+## 2026-06-26 21:12:00 RUN-ANA-REVIEW-USER-SOURCE-GATE-001
+
+- run ID：RUN-ANA-REVIEW-USER-SOURCE-GATE-001
+- 执行人员：case_analysis.reviewer
+- 执行类型：案例审核规范维护 / 用户原文入口审核闸门
+- 当前状态：完成
+
+### 背景
+
+用户指出：全局/common 案例体系已要求来源聊天记录或上游依据可追踪，审核员也必须判断分析员工作是否符合用户聊天原文，而不能只依据分析员送审摘要。
+
+### 修改动作
+
+1. 更新 `ana-doc/案例审核规范.md` 的“审核前置核查要求”。
+2. 明确送审事项引用“用户要求、用户反馈、用户确认、用户补充”等内容时，审核员必须核查用户原文入口：关键聊天原文、聊天记录路径、案例总纲来源位置或可追溯的 `message_id`。
+3. 明确只有分析员转述而没有用户原文入口时，不得给出通过结论，应要求补充来源入口。
+4. 明确该要求只补来源依据，不要求重跑分析、补资料或新增执行轮次。
+5. 明确审核员必须核对送审变更、方案或输出是否符合用户原文意思，并区分用户明确要求、分析员推导和分析员自行新增方案。
+
+### 边界
+
+1. 本轮只补审核闸门，不增加新的分析产物、数据表或执行流程。
+2. 本轮不要求重审历史记录；后续新送审和实质复审按该口径执行。
+3. 本轮不补资料、不重启 PASS、不改变任何 DRAFT 产物状态。
+
+## 2026-06-27 12:03:00 RUN-ANA-FLOW-READABLE-CONCLUSION-WRITING-001
+
+- run ID：RUN-ANA-FLOW-READABLE-CONCLUSION-WRITING-001
+- 执行人员：case_analysis.analyst
+- 执行类型：案例分析规范维护 / 核心文档结论先行和逐步解释写法
+- 当前状态：已完成，待审核员复核
+
+### 背景
+
+用户指出，核心文档中“资源端是当前第一主线”等表达仍然让人费解：结论不清楚，不知道是投资排序、跟踪重点还是数据完整性；解释时存在思维跳跃，应先给清晰结论，再用 1、2、3、4 的顺序说明前因后果、数据如何证明结论、结论对投资研究的含义。用户要求这类通用规则写入 ana-doc 规范，行业专属案例写入有色本地方案。
+
+### 修改动作
+
+1. 更新 `ana-doc/案例分析规范.md` 的 `5.6 核心文档输出流程`。
+2. 新增通用规则：核心正文必须“结论先行、逐步解释”，每个重要章节先说明结论或观察状态，再按顺序解释前因后果，避免思维跳跃。
+3. 新增通用规则：每个结论后的证据展开必须回答数据是什么、证明什么、为什么能证明、对行业/市场/产业链/公司研究有什么含义。
+4. 更新 `ana-doc/有色案例/有色研报解析方案.md`，加入有色具体写法案例，说明“资源端第一主线”应写成“最优先跟踪的研究主线，不等于买入排序”。
+5. 有色示例明确三条线索应分别说明价格库存、矿山产量权益、成本和项目达产如何支撑研究优先级。
+
+### 边界
+
+1. 本轮不修改 `ana-doc/研报体系/研报解析架构.md`。
+2. 本轮不改核心正文、不补新资料、不重启 PASS-017、不新增同类旧缺口补证 PASS。
+3. 本轮只沉淀写作规则和有色示例，不要求全部历史文档立即重写；后续核心文档返修按该规则分批执行。
+
+### 复审回执
+
+2026-06-27 12:24 审核员返回 `AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001`，结论为通过。允许“核心文档结论先行、逐步解释、含义落地”写作规则作为后续 `project-info` ana 核心文档返修和审核口径使用。通过范围仅覆盖规范和方案示例，不代表既有核心正文已自动修复。
+
+## 2026-06-27 12:31:00 RUN-ANA-FLOW-CORE-PRINCIPLE-CHECK-001
+
+- run ID：RUN-ANA-FLOW-CORE-PRINCIPLE-CHECK-001
+- 执行人员：case_analysis.analyst
+- 执行类型：案例分析规范维护 / 核心理念逐篇复查流程
+- 当前状态：已完成，待审核员复核
+
+### 背景
+
+用户建议在核心文档写作流程中增加复查流程：拿每一个输出文本对照 `研报解析架构.md`，尤其是其中“核心理念”章节，检查是否真正符合普通用户能看懂、结论有数据和案例、前因后果讲清楚、市场数据有解释等要求；不符合就改。
+
+### 修改动作
+
+1. 更新 `ana-doc/案例分析规范.md` 的 `5.6 核心文档输出流程`。
+2. 新增通用规则：核心文档写完或每轮实质返修后，必须逐篇对照 `研报体系/研报解析架构.md` 的“核心理念”做复查。
+3. 明确复查至少检查六点：普通人能否看懂、关键结论和流程是否展开、是否有数据和案例、前因后果是否清楚、多因素是否横向对比、市场/行业关键数据是否既有数据也有解释。
+4. 明确复查不要求新增复杂产物；不符合的段落在本轮直接修改或标记为降级/待补。
+5. 更新 `ana-doc/有色案例/有色研报解析方案.md`，把该复查流程落为有色核心文档逐篇复查口径。
+
+### 边界
+
+1. 本轮不修改 `ana-doc/研报体系/研报解析架构.md`。
+2. 本轮不直接重写核心正文，不补新资料，不重启 PASS-017，不新增同类旧缺口补证 PASS。
+3. 本轮只补写作复查流程；后续正文返修按小范围批次执行。
+
+### 复审回执
+
+2026-06-27 12:30 审核员返回 `AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001`，结论为通过。允许“核心文档逐篇对照 `研报解析架构.md` 核心理念复查流程”作为后续 `project-info` ana 核心文档返修和审核口径使用。通过范围仅覆盖流程规则，不代表既有核心正文已完成复查和返修。
+
diff --git "a/ana-doc/\347\233\256\345\275\225\345\257\274\350\257\273.md" "b/ana-doc/\347\233\256\345\275\225\345\257\274\350\257\273.md"
index e67e2ce..e87d6ba 100644
--- "a/ana-doc/\347\233\256\345\275\225\345\257\274\350\257\273.md"
+++ "b/ana-doc/\347\233\256\345\275\225\345\257\274\350\257\273.md"
@@ -42,6 +42,7 @@
2. 研报存储规则已经融入 `案例存储体系.md`，不在 `ana-doc/研报体系/` 下另建正式 `研报存储体系.md`。
3. 方法母版中出现的有色、铜、矿区等内容是示例，不是跨行业通用表或通用对象要求。
4. 具体行业需要哪些对象、字段、表和输出文档，由该行业自己的 `<行业>研报解析方案.md` 定义。
+5. `研报解析架构.md` 是指导思想和方法母版，原则上不因单个行业的输出结构、文件清单、子行业拆分、公司范围或执行细节调整而修改；这类变更应写入对应行业本地方案和案例设计。
## 4. 数据目录
diff --git "a/ana-doc/\347\240\224\346\212\245\344\275\223\347\263\273/\347\240\224\346\212\245\345\210\206\346\236\220\346\236\266\346\236\204.md" "b/ana-doc/\347\240\224\346\212\245\344\275\223\347\263\273/\347\240\224\346\212\245\345\210\206\346\236\220\346\236\266\346\236\204.md"
index c7e576d..063d4d2 100644
--- "a/ana-doc/\347\240\224\346\212\245\344\275\223\347\263\273/\347\240\224\346\212\245\345\210\206\346\236\220\346\236\266\346\236\204.md"
+++ "b/ana-doc/\347\240\224\346\212\245\344\275\223\347\263\273/\347\240\224\346\212\245\345\210\206\346\236\220\346\236\266\346\236\204.md"
@@ -51,7 +51,7 @@
消费第一段沉淀的证据、指标、观点和公司映射
-> 更新行业总览
-> 更新市场总览
--> 更新子行业总览和详细介绍
+-> 更新子行业总览、详细介绍和市场分析
-> 更新公司文档
-> 更新暗线文档
-> 做人读验收
@@ -457,11 +457,44 @@
## 10. 人读文档输出顺序
-结构化数据和补充资料最终服务人读文档。输出顺序必须从底层到总览：
+结构化数据和补充资料最终服务人读文档。用户阅读入口不能只是一篇综合摘要，也不能把带日期、批次号、run ID 或数字编号的读取报告当作核心文档。带日期或数字编号的读取报告、批次摘要、转换报告和临时补证报告属于过程文档；核心文档必须沉淀为稳定中文文件名、稳定目录和可反复更新的人读文档。
+
+核心人读文档目录骨架如下：
+
+```text
+<行业>报告索引.md
+<行业>的产业链总览.md
+<行业>的市场情况总览.md
+子行业/<子行业>_总览.md
+子行业/<子行业>_详细介绍.md
+子行业/<子行业>_市场分析.md
+公司/公司横向同步总表.md
+公司/<公司名>.md
+数据表/<结构化数据表或数据卡>
+暗线/<暗线专题文档>
+<行业>公开信息补充清单.md
+<行业>公开信息补充抓取方案.md
+待补资料清单.md
+```
+
+用户阅读顺序必须是：
+
+```text
+先读 <行业>报告索引.md
+-> 再读 <行业>的产业链总览.md 和 <行业>的市场情况总览.md
+-> 再读子行业总览
+-> 对感兴趣方向读子行业详细介绍
+-> 对市场阶段、价格库存、供需和公司弹性感兴趣时读子行业市场分析
+-> 再读公司横向同步总表和单公司页
+-> 最后按需要追溯数据表、暗线文档和待补资料清单
+```
+
+生产顺序仍然必须从底层到总览：
```text
先更新数据表和结构化记录
-> 再更新子行业详细介绍
+-> 再更新子行业市场分析
-> 再更新子行业总览
-> 再更新公司文档
-> 最后更新行业总览和索引
@@ -469,6 +502,17 @@
原因：总览必须来自已经整理过的事实和结论，不能先凭感觉写总览。
+核心文档最低结构：
+
+1. `<行业>报告索引.md` 必须列出当前主文档、输出口径、深度状态、已读资料、人读文档入口、重点公司文档、最值得继续跟的方向、当前不宜过读的方向、结构化数据入口和批次更新状态。
+2. `<行业>的产业链总览.md` 必须包含阅读方式、数据卡和结论强度、当前最重要结论、产业链总图、子行业产业链总表、关键子行业展开、中国或本地区在全球链条中的强弱位置、产业链投资读法、公司横向对比、后续待补数据和边界。
+3. `<行业>的市场情况总览.md` 必须包含阅读方式、市场结论展开口径、核心指标数据卡入口、当前市场关键判断、观点溯源表、子行业风向表、重点品种市场读法、公司池分层、市场风险、后续验证指标清单和结论边界。
+4. `子行业/<子行业>_总览.md` 必须先给一句话结论，再写产业链结构、当前核心矛盾、最新研报或数据里的重要信号、公司分层、投资读法、需要继续补的数据和当前边界。
+5. `子行业/<子行业>_详细介绍.md` 必须写文档定位、资料和数据基础、核心结论、主导变量模型、主导变量证明卡、产业链完整链条、货流钱流利润流、专业术语解释、案例和数据证据、公司横向对比、触发条件和失效条件。
+6. `子行业/<子行业>_市场分析.md` 必须单独承接市场视角，写价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来 1 季度 / 1 年 / 3 年观察指标、风险和边界；不得把市场阶段判断混入产业链详细介绍里。
+7. `公司/<公司名>.md` 开头必须给“投资读法 / 观察状态”，但不得写成买入、卖出、目标价或收益承诺；随后必须写核心逻辑、证据入口、业务暴露、利润弹性、竞争壁垒、风险、触发条件、失效条件和后续跟踪。
+8. `数据表/`、`暗线/`、公开信息补充清单和待补资料清单是支撑文档，不能替代上述核心人读文档。
+
## 11. 每轮最低输出
每轮研报分析至少输出或更新：
diff --git "a/ana-doc/\347\240\224\346\212\245\344\275\223\347\263\273/\347\240\224\346\212\245\350\247\243\346\236\220\346\236\266\346\236\204.md" "b/ana-doc/\347\240\224\346\212\245\344\275\223\347\263\273/\347\240\224\346\212\245\350\247\243\346\236\220\346\236\266\346\236\204.md"
index a49ed3a..f548d7f 100644
--- "a/ana-doc/\347\240\224\346\212\245\344\275\223\347\263\273/\347\240\224\346\212\245\350\247\243\346\236\220\346\236\266\346\236\204.md"
+++ "b/ana-doc/\347\240\224\346\212\245\344\275\223\347\263\273/\347\240\224\346\212\245\350\247\243\346\236\220\346\236\266\346\236\204.md"
@@ -134,7 +134,7 @@
2. 市场的描述的目的是为了让一个普通人快速的了解市场行情，整个行业是向上的还向下的，核心公司在行业里的占比，这样一个普通人就能快速了解到整个大行业的趋势，前景，以及里面的核心标的，这里几个关键点如下：
-- 所有的东西结论一定要有数据支撑
-- 关键的行业，关键的公司一定核心数据的横向对比
--- 整体市场，行业的关键数据一定要有展开说明，也就是要有数据，也要有解释
+-- 整体市场，行业的关键数据一定要有展开说明，也就是要有数据，也要有解释，再重复一遍要有数据也要解释数据，否则只是数据是让人看不懂的
3. 公司的描述是为了让普通人快速了解这个投资标的情况，看该公司是否值不值得投资这里也有几个关键点：
-- 公司的核心团队
-- 公司的盈利模式
@@ -171,6 +171,58 @@
3. 市场视角里的“公司”，主要用于市场分配和受益比例判断。比如某个子行业涨价、供给收缩、需求爆发时，哪些公司最直接受益，受益程度如何排序。
4. 总体 -> 子行业 -> 公司/市场，是三类核心文档下面的下层展开结构，不是第四类核心文档。
5. 基础事实卡、主导变量、产业链故事、关键数据对比、公司横向对比、场景假设和投资读法，都是支撑这三类核心文档的材料模块，不能独立替代三类核心文档。
+
+### 1.1 核心文档文件形态
+
+三类核心文档必须落到稳定的人读目录和中文文件名。带日期、批次号、数字编号、run ID 的研报读取报告、批次摘要、补证报告和过程日志，只能作为过程材料；不能替代核心文档主入口。
+
+行业级核心文档必须至少形成：
+
+```text
+<行业>报告索引.md
+<行业>的产业链总览.md
+<行业>的市场情况总览.md
+子行业/<子行业>_总览.md
+子行业/<子行业>_详细介绍.md
+子行业/<子行业>_市场分析.md
+公司/公司横向同步总表.md
+公司/<公司名>.md
+数据表/<核心数据卡或结构化数据表>
+暗线/<暗线专题文档>
+<行业>公开信息补充清单.md
+<行业>公开信息补充抓取方案.md
+待补资料清单.md
+```
+
+各文件的职责：
+
+1. `<行业>报告索引.md` 是用户第一入口，负责告诉用户当前该读哪些文档、哪些已经读完、哪些只是过程材料、哪些方向最值得继续跟、哪些方向暂时不能过读。
+2. `<行业>的产业链总览.md` 承接行业视角，负责讲行业是什么、链条怎么运行、利润在哪里、子行业怎样分层、公司在链条中的位置如何排序。
+3. `<行业>的市场情况总览.md` 承接市场视角，负责讲当前市场状态、价格库存供需、利润传导、子行业强弱、公司弹性和后续验证指标。
+4. `子行业/<子行业>_总览.md` 是快速入口，必须用一句话结论、核心矛盾、公司分层和投资读法帮助用户快速判断是否继续读详情。
+5. `子行业/<子行业>_详细介绍.md` 是深读入口，必须展开主导变量模型、证明卡、产业链、货流钱流利润流、数据证据、案例、触发条件和失效条件。
+6. `子行业/<子行业>_市场分析.md` 是子行业层级的市场视角入口，必须展开价格、库存、供需、利润传导、历史位置、横向对比、市场显影、公司弹性排序、未来 1 季度 / 1 年 / 3 年观察指标、风险和边界。
+7. `公司/<公司名>.md` 是公司全景入口，开头写“投资读法 / 观察状态”，随后写核心逻辑、业务暴露、利润弹性、风险和跟踪指标；不得写成交易指令、目标价或收益承诺。
+8. `数据表/`、`暗线/`、公开信息补充清单和待补资料清单只作为证据、分账和缺口入口，不能代替核心人读文档。
+
+核心文档阅读顺序：
+
+```text
+<行业>报告索引.md
+-> <行业>的产业链总览.md / <行业>的市场情况总览.md
+-> 子行业/<子行业>_总览.md
+-> 子行业/<子行业>_详细介绍.md
+-> 子行业/<子行业>_市场分析.md
+-> 公司/公司横向同步总表.md 和 公司/<公司名>.md
+-> 数据表、暗线文档、公开信息补充清单、待补资料清单
+```
+
+写作底线：
+
+1. 每个核心结论后面必须展开背景、数据、案例或证据、推理链、对公司和股票的含义。
+2. 子行业详细介绍里的每个高重要性主导变量都必须有证明卡，至少说明变量为什么重要、证据是什么、普通话解释、代表公司、触发条件和失效条件。
+3. 公司页可以写投资读法、观察状态、触发条件和失效条件，但不得输出买卖建议、收益承诺或无证据强结论。
+4. 缺资料超过补证轮次上限时，必须进入行业 `待补资料清单.md`，核心文档继续以降级状态推进。
### 2. 核心文档输出参考流程
@@ -221,7 +273,7 @@
- 暗线/事件链要和普通行业事实分账：可以引用暗线结论，但必须标明它是意图假设或事件推演，不得混成已确认事实。
10. 形成投资读法
- - 最终输出要回答：最值得看的方向是什么，最直接受益公司是谁，二线扩散公司是谁，现在能不能买，什么情况要等，什么情况要回避。
+ - 最终输出要回答：最值得看的方向是什么，最直接受益公司是谁，二线扩散公司是谁，当前处于观察、等待、回避、补证还是不可判断状态，什么条件触发状态变化，什么情况需要降级。
- 每条投资读法都要有触发条件、失效条件和主要风险。
- 如果数据不足，只能输出观察清单或补数清单，不能硬给强投资结论。
diff --git a/mbx.project.yaml b/mbx.project.yaml
index bce4c4d..091a3b9 100644
--- a/mbx.project.yaml
+++ b/mbx.project.yaml
@@ -49,15 +49,15 @@
id: 019ef54e-6978-76d3-bb78-081fa2c4b188
status: active
created_at: '2026-06-24T00:28:58+08:00'
- updated_at: '2026-06-24T00:32:26+08:00'
+ updated_at: '2026-06-27T00:08:23+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 59724
+ process_id: 39512
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-26-57-019ef54e-6978-76d3-bb78-081fa2c4b188.jsonl
thread_id: 019ef54e-6978-76d3-bb78-081fa2c4b188
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 59724
+ remote_tui_pid: 39512
status: active
assigned_by: management.admin
assignment_reason: project-info 初始化：laoyan 负责股市信息案例分析执行与对应开发。
@@ -72,6 +72,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: experiment.reviewer
system_id: experiment
role_key: reviewer
@@ -96,15 +97,15 @@
id: 019ef550-45ac-7b43-aa24-2731d01dba9b
status: active
created_at: '2026-06-24T00:30:59+08:00'
- updated_at: '2026-06-24T00:32:59+08:00'
+ updated_at: '2026-06-27T01:05:00+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 34248
+ process_id: 22056
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-28-59-019ef550-45ac-7b43-aa24-2731d01dba9b.jsonl
thread_id: 019ef550-45ac-7b43-aa24-2731d01dba9b
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 34248
+ remote_tui_pid: 22056
status: active
audit_entry: exp-doc/实验审计报告.md
assigned_by: management.admin
@@ -122,6 +123,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: case_analysis.reviewer
system_id: case_analysis
role_key: reviewer
@@ -146,15 +148,15 @@
id: 019ef550-45ac-7b43-aa24-2731d01dba9b
status: active
created_at: '2026-06-24T00:30:59+08:00'
- updated_at: '2026-06-24T00:32:59+08:00'
+ updated_at: '2026-06-27T01:05:00+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 34248
+ process_id: 22056
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-28-59-019ef550-45ac-7b43-aa24-2731d01dba9b.jsonl
thread_id: 019ef550-45ac-7b43-aa24-2731d01dba9b
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 34248
+ remote_tui_pid: 22056
status: active
audit_entry: ana-doc/案例审计报告.md
assigned_by: management.admin
@@ -172,6 +174,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: experiment.experimenter
system_id: experiment
role_key: experimenter
@@ -196,15 +199,15 @@
id: 019ef54e-6978-76d3-bb78-081fa2c4b188
status: active
created_at: '2026-06-24T00:28:58+08:00'
- updated_at: '2026-06-24T00:32:26+08:00'
+ updated_at: '2026-06-27T00:08:23+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 59724
+ process_id: 39512
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-26-57-019ef54e-6978-76d3-bb78-081fa2c4b188.jsonl
thread_id: 019ef54e-6978-76d3-bb78-081fa2c4b188
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 59724
+ remote_tui_pid: 39512
status: active
assigned_by: management.admin
assignment_reason: project-info 初始化：laoyan 负责股市信息实验执行与对应开发。
@@ -219,6 +222,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: dev.developer.ana
system_id: dev
role_key: developer.ana
@@ -243,15 +247,15 @@
id: 019ef54e-6978-76d3-bb78-081fa2c4b188
status: active
created_at: '2026-06-24T00:28:58+08:00'
- updated_at: '2026-06-24T00:32:26+08:00'
+ updated_at: '2026-06-27T00:08:23+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 59724
+ process_id: 39512
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-26-57-019ef54e-6978-76d3-bb78-081fa2c4b188.jsonl
thread_id: 019ef54e-6978-76d3-bb78-081fa2c4b188
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 59724
+ remote_tui_pid: 39512
status: active
dev_target: ana
assigned_by: management.admin
@@ -270,6 +274,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: dev.reviewer.ana
system_id: dev
role_key: reviewer.ana
@@ -294,15 +299,15 @@
id: 019ef550-45ac-7b43-aa24-2731d01dba9b
status: active
created_at: '2026-06-24T00:30:59+08:00'
- updated_at: '2026-06-24T00:32:59+08:00'
+ updated_at: '2026-06-27T01:05:00+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 34248
+ process_id: 22056
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-28-59-019ef550-45ac-7b43-aa24-2731d01dba9b.jsonl
thread_id: 019ef550-45ac-7b43-aa24-2731d01dba9b
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 34248
+ remote_tui_pid: 22056
status: active
dev_target: ana
audit_entry: ana-doc/案例审计报告.md
@@ -325,6 +330,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: dev.developer.exp
system_id: dev
role_key: developer.exp
@@ -349,15 +355,15 @@
id: 019ef54e-6978-76d3-bb78-081fa2c4b188
status: active
created_at: '2026-06-24T00:28:58+08:00'
- updated_at: '2026-06-24T00:32:26+08:00'
+ updated_at: '2026-06-27T00:08:23+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 59724
+ process_id: 39512
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-26-57-019ef54e-6978-76d3-bb78-081fa2c4b188.jsonl
thread_id: 019ef54e-6978-76d3-bb78-081fa2c4b188
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 59724
+ remote_tui_pid: 39512
status: active
dev_target: exp
assigned_by: management.admin
@@ -376,6 +382,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: dev.reviewer.exp
system_id: dev
role_key: reviewer.exp
@@ -400,15 +407,15 @@
id: 019ef550-45ac-7b43-aa24-2731d01dba9b
status: active
created_at: '2026-06-24T00:30:59+08:00'
- updated_at: '2026-06-24T00:32:59+08:00'
+ updated_at: '2026-06-27T01:05:00+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 34248
+ process_id: 22056
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-28-59-019ef550-45ac-7b43-aa24-2731d01dba9b.jsonl
thread_id: 019ef550-45ac-7b43-aa24-2731d01dba9b
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 34248
+ remote_tui_pid: 22056
status: active
dev_target: exp
audit_entry: exp-doc/实验审计报告.md
@@ -431,6 +438,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
systems:
- id: case_analysis
name: 案例分析体系
@@ -563,15 +571,15 @@
id: 019ef54e-6978-76d3-bb78-081fa2c4b188
status: active
created_at: '2026-06-24T00:28:58+08:00'
- updated_at: '2026-06-24T00:32:26+08:00'
+ updated_at: '2026-06-27T00:08:23+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 59724
+ process_id: 39512
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-26-57-019ef54e-6978-76d3-bb78-081fa2c4b188.jsonl
thread_id: 019ef54e-6978-76d3-bb78-081fa2c4b188
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 59724
+ remote_tui_pid: 39512
status: active
- id: laoshen
name: 案例与实验审核员
@@ -597,13 +605,13 @@
id: 019ef550-45ac-7b43-aa24-2731d01dba9b
status: active
created_at: '2026-06-24T00:30:59+08:00'
- updated_at: '2026-06-24T00:32:59+08:00'
+ updated_at: '2026-06-27T01:05:00+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 34248
+ process_id: 22056
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-28-59-019ef550-45ac-7b43-aa24-2731d01dba9b.jsonl
thread_id: 019ef550-45ac-7b43-aa24-2731d01dba9b
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 34248
+ remote_tui_pid: 22056
status: active
diff --git a/mbx.project.yaml.bak b/mbx.project.yaml.bak
index a3f6c6f..b533d63 100644
--- a/mbx.project.yaml.bak
+++ b/mbx.project.yaml.bak
@@ -49,15 +49,15 @@
id: 019ef54e-6978-76d3-bb78-081fa2c4b188
status: active
created_at: '2026-06-24T00:28:58+08:00'
- updated_at: '2026-06-24T00:32:26+08:00'
+ updated_at: '2026-06-27T00:08:23+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 59724
+ process_id: 39512
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-26-57-019ef54e-6978-76d3-bb78-081fa2c4b188.jsonl
thread_id: 019ef54e-6978-76d3-bb78-081fa2c4b188
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 59724
+ remote_tui_pid: 39512
status: active
assigned_by: management.admin
assignment_reason: project-info 初始化：laoyan 负责股市信息案例分析执行与对应开发。
@@ -72,6 +72,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: experiment.reviewer
system_id: experiment
role_key: reviewer
@@ -122,6 +123,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: case_analysis.reviewer
system_id: case_analysis
role_key: reviewer
@@ -146,15 +148,15 @@
id: 019ef550-45ac-7b43-aa24-2731d01dba9b
status: active
created_at: '2026-06-24T00:30:59+08:00'
- updated_at: '2026-06-24T00:32:59+08:00'
+ updated_at: '2026-06-27T01:05:00+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 34248
+ process_id: 22056
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-28-59-019ef550-45ac-7b43-aa24-2731d01dba9b.jsonl
thread_id: 019ef550-45ac-7b43-aa24-2731d01dba9b
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 34248
+ remote_tui_pid: 22056
status: active
audit_entry: ana-doc/案例审计报告.md
assigned_by: management.admin
@@ -172,6 +174,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: experiment.experimenter
system_id: experiment
role_key: experimenter
@@ -219,6 +222,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: dev.developer.ana
system_id: dev
role_key: developer.ana
@@ -270,6 +274,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: dev.reviewer.ana
system_id: dev
role_key: reviewer.ana
@@ -325,6 +330,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: dev.developer.exp
system_id: dev
role_key: developer.exp
@@ -376,6 +382,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
- id: dev.reviewer.exp
system_id: dev
role_key: reviewer.exp
@@ -431,6 +438,7 @@
- mbx-interaction-router
- mbx-file-governance
- mbx-inbox-watch
+ - fp
systems:
- id: case_analysis
name: 案例分析体系
@@ -460,8 +468,24 @@
name: 实验体系
template: exp-doc
status: enabled
- dirs: []
- docs: {}
+ dirs:
+ - exp-doc
+ - exp-data
+ - exp-data/raw
+ - exp-data/result
+ - exp-data/img
+ - exp-data/tmp
+ docs:
+ guide: exp-doc/目录导读.md
+ spec: exp-doc/实验规范.md
+ review_spec: exp-doc/实验审核规范.md
+ audit_spec: exp-doc/实验审计规范.md
+ storage: exp-doc/实验存储体系.md
+ overview: exp-doc/实验总纲.md
+ design: exp-doc/实验设计.md
+ log: exp-doc/实验执行日志.md
+ audit: exp-doc/实验审计报告.md
+ issues: exp-doc/实验问题记录.md
roles:
- experiment.reviewer
- experiment.experimenter
@@ -547,15 +571,15 @@
id: 019ef54e-6978-76d3-bb78-081fa2c4b188
status: active
created_at: '2026-06-24T00:28:58+08:00'
- updated_at: '2026-06-24T00:32:26+08:00'
+ updated_at: '2026-06-27T00:08:23+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 59724
+ process_id: 39512
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-26-57-019ef54e-6978-76d3-bb78-081fa2c4b188.jsonl
thread_id: 019ef54e-6978-76d3-bb78-081fa2c4b188
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 59724
+ remote_tui_pid: 39512
status: active
- id: laoshen
name: 案例与实验审核员
@@ -581,13 +605,13 @@
id: 019ef550-45ac-7b43-aa24-2731d01dba9b
status: active
created_at: '2026-06-24T00:30:59+08:00'
- updated_at: '2026-06-24T00:32:59+08:00'
+ updated_at: '2026-06-27T01:05:00+08:00'
created_by: workspace-admin
provider: codex
delivery_mode: codex_app_server_remote_tui
- process_id: 34248
+ process_id: 22056
session_file: C:\Users\Administrator\.codex3\sessions\2026\06\24\rollout-2026-06-24T00-28-59-019ef550-45ac-7b43-aa24-2731d01dba9b.jsonl
thread_id: 019ef550-45ac-7b43-aa24-2731d01dba9b
app_server_url: ws://127.0.0.1:4570
- remote_tui_pid: 34248
+ remote_tui_pid: 22056
status: active
diff --git "a/\351\241\271\347\233\256\344\272\213\351\241\271\345\256\241\350\256\241\346\212\245\345\221\212.md" "b/\351\241\271\347\233\256\344\272\213\351\241\271\345\256\241\350\256\241\346\212\245\345\221\212.md"
index 375296c..43d5aae 100644
--- "a/\351\241\271\347\233\256\344\272\213\351\241\271\345\256\241\350\256\241\346\212\245\345\221\212.md"
+++ "b/\351\241\271\347\233\256\344\272\213\351\241\271\345\256\241\350\256\241\346\212\245\345\221\212.md"
@@ -544,3 +544,15 @@
- 结论：通过。
- 是否需要 management.admin 继续修复：不需要继续修复文档内容。若本次重建作为正式交付，还需由管理端按项目 git 流程提交并推送当前正式文档变更与审计记录。
- 备注：本结论覆盖本次体系环境文档重建质量，不替代后续具体案例分析、实验设计、执行证据包或开发实现的专项审核。
+
+## 2026-06-27T01:22:11+08:00 刷新项目治理文档和角色入口
+
+- 动作：governance.refreshed
+- 项目：project-info
+- 执行者：workspace-admin
+- 结果：完成
+- 摘要：按当前 mb-ms-doc 模板源刷新项目配置清单和 AI 工作说明。
+- 详情：
+ - 模板源：D:\manage_system\common
+ - 角色数量：8
+ - 刷新角色：case_analysis.analyst, experiment.reviewer, case_analysis.reviewer, experiment.experimenter, dev.developer.ana, dev.reviewer.ana, dev.developer.exp, dev.reviewer.exp
diff --git "a/\351\241\271\347\233\256\344\272\213\351\241\271\346\200\273\347\272\262.md" "b/\351\241\271\347\233\256\344\272\213\351\241\271\346\200\273\347\272\262.md"
index 42291ee..21c66bf 100644
--- "a/\351\241\271\347\233\256\344\272\213\351\241\271\346\200\273\347\272\262.md"
+++ "b/\351\241\271\347\233\256\344\272\213\351\241\271\346\200\273\347\272\262.md"
@@ -458,3 +458,15 @@
- 新增目录：exp-doc, exp-data, exp-data/raw, exp-data/result, exp-data/img, exp-data/tmp
- 新增文档：exp-doc/目录导读.md, exp-doc/实验规范.md, exp-doc/实验审核规范.md, exp-doc/实验审计规范.md, exp-doc/实验存储体系.md, exp-doc/实验总纲.md, exp-doc/实验设计.md, exp-doc/实验执行日志.md, exp-doc/实验审计报告.md, exp-doc/实验问题记录.md
- 新增角色：none
+
+## 2026-06-27T01:22:11+08:00 刷新项目治理文档和角色入口
+
+- 动作：governance.refreshed
+- 项目：project-info
+- 执行者：workspace-admin
+- 结果：完成
+- 摘要：按当前 mb-ms-doc 模板源刷新项目配置清单和 AI 工作说明。
+- 详情：
+ - 模板源：D:\manage_system\common
+ - 角色数量：8
+ - 刷新角色：case_analysis.analyst, experiment.reviewer, case_analysis.reviewer, experiment.experimenter, dev.developer.ana, dev.reviewer.ana, dev.developer.exp, dev.reviewer.exp
diff --git "a/\351\241\271\347\233\256\344\272\213\351\241\271\350\256\241\345\210\222.md" "b/\351\241\271\347\233\256\344\272\213\351\241\271\350\256\241\345\210\222.md"
index 29b50e3..5305029 100644
--- "a/\351\241\271\347\233\256\344\272\213\351\241\271\350\256\241\345\210\222.md"
+++ "b/\351\241\271\347\233\256\344\272\213\351\241\271\350\256\241\345\210\222.md"
@@ -454,3 +454,15 @@
- 新增目录：exp-doc, exp-data, exp-data/raw, exp-data/result, exp-data/img, exp-data/tmp
- 新增文档：exp-doc/目录导读.md, exp-doc/实验规范.md, exp-doc/实验审核规范.md, exp-doc/实验审计规范.md, exp-doc/实验存储体系.md, exp-doc/实验总纲.md, exp-doc/实验设计.md, exp-doc/实验执行日志.md, exp-doc/实验审计报告.md, exp-doc/实验问题记录.md
- 新增角色：none
+
+## 2026-06-27T01:22:11+08:00 刷新项目治理文档和角色入口
+
+- 动作：governance.refreshed
+- 项目：project-info
+- 执行者：workspace-admin
+- 结果：完成
+- 摘要：按当前 mb-ms-doc 模板源刷新项目配置清单和 AI 工作说明。
+- 详情：
+ - 模板源：D:\manage_system\common
+ - 角色数量：8
+ - 刷新角色：case_analysis.analyst, experiment.reviewer, case_analysis.reviewer, experiment.experimenter, dev.developer.ana, dev.reviewer.ana, dev.developer.exp, dev.reviewer.exp
diff --git "a/\351\241\271\347\233\256\345\217\230\346\233\264\350\256\260\345\275\225.md" "b/\351\241\271\347\233\256\345\217\230\346\233\264\350\256\260\345\275\225.md"
index c6dfe38..889e952 100644
--- "a/\351\241\271\347\233\256\345\217\230\346\233\264\350\256\260\345\275\225.md"
+++ "b/\351\241\271\347\233\256\345\217\230\346\233\264\350\256\260\345\275\225.md"
@@ -593,3 +593,132 @@
- 允许例外：代码、字段名、文件路径、命令、指标缩写、证券代码、公司/机构英文名、原文短引或不可翻译术语
- 文件名例外：脚本、代码、数据库表、CSV 字段清单、manifest、schema、hash 清单、工具输出、第三方原始文件名、历史已引用路径和自动化兼容固定文件名可保留英文，但人读索引或说明必须有中文标题和中文解释
- 边界：不修改 common 规范，不批量重命名历史已引用文件，不升级有色 DRAFT 输出为正式结论
+
+## 2026-06-26T20:11:00+08:00 对齐 ana 研报核心文档输出结构
+
+- 动作：governance.updated
+- 项目：project-info
+- 执行者：case_analysis.analyst
+- 结果：完成，待审核员复核
+- 摘要：参考 `D:\策略项目\s-system-doc\observer\mirror\有色行业报告` 的核心输出结构，将研报分析架构从单篇综合稿口径修正为“索引 + 产业链总览 + 市场总览 + 子行业总览/详细 + 公司单页 + 数据表 + 暗线”的人读核心文档体系。
+- 详情：
+ - 更新父级：ana-doc/研报体系/研报分析架构.md、ana-doc/研报体系/研报解析架构.md、ana-doc/案例执行日志.md
+ - 更新有色：ana-doc/有色案例/有色研报解析方案.md、ana-doc/有色案例/案例执行日志.md
+ - 关联执行：RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-001、RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-001
+ - 边界：带日期、批次号、run ID 或数字编号的研报读取报告只作为过程文档；核心文档必须使用稳定中文文件名和稳定目录结构
+ - 边界：本轮不重启 PASS-017，不新增同类补证 PASS，不把有色 DRAFT 输出升级为正式结论
+
+## 2026-06-26T20:18:00+08:00 修复 ana 核心文档结构复审问题
+
+- 动作：governance.updated
+- 项目：project-info
+- 执行者：case_analysis.analyst
+- 结果：完成，待审核员复核
+- 摘要：按核心文档结构对齐复审意见修复交易动作措辞和三类视图承载形态表述，并按用户要求补充子行业市场分析文件。
+- 详情：
+ - 更新父级：ana-doc/研报体系/研报分析架构.md、ana-doc/研报体系/研报解析架构.md、ana-doc/案例执行日志.md
+ - 更新有色：ana-doc/有色案例/有色研报解析方案.md、ana-doc/有色案例/案例执行日志.md
+ - 关联执行：RUN-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-FIX-001、RUN-ANA-YS-CORE-DOC-STRUCTURE-ALIGN-FIX-001
+ - 关联审核：AUDIT-ANA-FLOW-CORE-DOC-STRUCTURE-ALIGN-20260626-001
+ - 修复口径：将“现在能不能买”改为观察、等待、回避、补证或不可判断等研究状态口径
+ - 修复口径：三类视图是分析视角，稳定中文文件名和目录是承载形态
+ - 新增结构：子行业层级增加 `<子行业>_市场分析.md`
+ - 边界：不补新资料，不重启 PASS-017，不新增同类补证 PASS，不升级有色 DRAFT 输出为正式结论
+
+## 2026-06-26T20:48:00+08:00 明确研报母版和行业方案实施边界
+
+- 动作：governance.updated
+- 项目：project-info
+- 执行者：case_analysis.analyst
+- 结果：完成，待审核员复核
+- 摘要：按用户要求明确 `研报解析架构.md` 是指导思想和方法母版，具体行业输出结构和实施设计以后以行业本地 `<行业>研报解析方案.md` 和已审核设计为准。
+- 详情：
+ - 更新父级：ana-doc/案例分析规范.md、ana-doc/案例审核规范.md、ana-doc/目录导读.md、ana-doc/案例执行日志.md
+ - 更新有色：ana-doc/有色案例/有色研报解析方案.md、ana-doc/有色案例/案例执行日志.md
+ - 关联执行：RUN-ANA-FLOW-MASTER-PLAN-BOUNDARY-001、RUN-ANA-YS-MASTER-PLAN-BOUNDARY-001
+ - 边界：本轮不修改 ana-doc/研报体系/研报解析架构.md
+ - 后续规则：行业输出文档架构、文件清单、子行业拆分、公司范围、数据表入口、暗线入口和执行策略，优先修改行业本地方案并提交方案复审
+
+## 2026-06-26T23:12:00+08:00 新增送审来源聊天记录轻量入口规则
+
+- 动作：governance.updated
+- 项目：project-info
+- 执行者：case_analysis.analyst
+- 结果：完成，待审核员复核
+- 摘要：按用户要求，在 ana 父级规范中新增送审来源聊天记录轻量入口规则，防止送审上下文缺失，同时避免层层加码。
+- 详情：
+ - 更新父级：ana-doc/案例分析规范.md、ana-doc/案例审核规范.md、ana-doc/案例执行日志.md
+ - 关联执行：RUN-ANA-FLOW-SOURCE-CHAT-LIGHTWEIGHT-001
+ - 规则：送审必须提供来源聊天记录入口或等价来源入口，并说明覆盖范围、用户原始要求摘要和本次变更对应关系
+ - 边界：不要求在送审消息全文粘贴长聊天；长期案例可复用既有来源入口并补充新增消息范围
+ - 边界：不因错别字、格式、链接显示等小修未新建完整聊天证据包而退回
+ - 边界：本轮不追溯补建所有历史送审的完整聊天证据包
+
+## 2026-06-26T20:31:00+08:00 补充有色审核前置阅读分析规范要求
+
+- 动作：governance.updated
+- 项目：project-info
+- 执行者：case_analysis.reviewer
+- 结果：完成
+- 摘要：按用户要求，在 `ana-doc/有色案例/案例审核规范.md` 中明确审核有色研报案例前必须读取本目录 `案例分析规范.md`，并以其判断分析员是否按有色本地分析规范执行。
+- 详情：
+ - 更新有色：ana-doc/有色案例/案例审核规范.md、ana-doc/有色案例/案例执行日志.md
+ - 关联执行：RUN-ANA-YS-REVIEW-READ-ANALYSIS-SPEC-001
+ - 修复口径：审核员不能只看消息摘要、结果文件或父级审核规范；必须先知道分析员在有色目录下应遵守的本地分析规范
+ - 边界：不修改父级流程母版，不补新资料，不重启 PASS，不改变有色 DRAFT 产物状态
+
+## 2026-06-26T21:12:00+08:00 补充用户原文入口审核闸门
+
+- 动作：governance.updated
+- 项目：project-info
+- 执行者：case_analysis.reviewer
+- 结果：完成
+- 摘要：在 `ana-doc/案例审核规范.md` 中明确审核涉及用户要求、反馈或确认的送审事项时，必须核查用户原文入口，并核对送审内容是否符合用户原文意思。
+- 详情：
+ - 更新父级：ana-doc/案例审核规范.md、ana-doc/案例执行日志.md
+ - 关联执行：RUN-ANA-REVIEW-USER-SOURCE-GATE-001
+ - 修复口径：分析员送审摘要不能替代用户原文；缺少关键聊天原文、聊天记录路径、案例总纲来源位置或可追溯 message_id 时，不得直接给通过
+ - 边界：只补来源依据闸门，不要求重跑分析、不补资料、不新增执行轮次、不重审历史记录
+
+## 2026-06-27T01:22:11+08:00 刷新项目治理文档和角色入口
+
+- 动作：governance.refreshed
+- 项目：project-info
+- 执行者：workspace-admin
+- 结果：完成
+- 摘要：按当前 mb-ms-doc 模板源刷新项目配置清单和 AI 工作说明。
+- 详情：
+ - 模板源：D:\manage_system\common
+ - 角色数量：8
+ - 刷新角色：case_analysis.analyst, experiment.reviewer, case_analysis.reviewer, experiment.experimenter, dev.developer.ana, dev.reviewer.ana, dev.developer.exp, dev.reviewer.exp
+
+## 2026-06-27T12:04:00+08:00 补充核心文档结论先行和逐步解释写作规则
+
+- 动作：governance.updated
+- 项目：project-info
+- 执行者：case_analysis.analyst
+- 结果：完成，待审核员复核
+- 摘要：按用户反馈，把核心文档“先给清晰结论，再按线索和数据逐步解释，最后落到研究/投资含义”的写法沉淀到 ana 规范和有色方案。
+- 详情：
+ - 更新父级：`ana-doc/案例分析规范.md`
+ - 更新有色：`ana-doc/有色案例/有色研报解析方案.md`、`ana-doc/有色案例/案例执行日志.md`
+ - 关联执行：`RUN-ANA-FLOW-READABLE-CONCLUSION-WRITING-001`、`RUN-ANA-YS-READABLE-CONCLUSION-WRITING-001`
+ - 关联审计：`AUDIT-ANA-FLOW-READABLE-CONCLUSION-WRITING-20260627-001`，结论通过
+ - 通用规则：核心正文必须结论先行、逐步解释；每个重要结论后的数据或案例必须说明“是什么、证明什么、为什么能证明、对行业/市场/产业链/公司研究有什么含义”
+ - 有色示例：`资源端是当前第一主线` 应写成 `资源端是当前最优先跟踪的研究主线，不等于买入排序`
+ - 边界：本轮不修改研报解析母版，不直接全量重写核心正文，不补新资料，不重启 PASS-017
+
+## 2026-06-27T12:32:00+08:00 补充核心文档对照研报解析架构核心理念复查流程
+
+- 动作：governance.updated
+- 项目：project-info
+- 执行者：case_analysis.analyst
+- 结果：完成，待审核员复核
+- 摘要：按用户建议，在 ana 核心文档写作流程中增加逐篇对照 `研报解析架构.md` “核心理念”的复查步骤。
+- 详情：
+ - 更新父级：`ana-doc/案例分析规范.md`
+ - 更新有色：`ana-doc/有色案例/有色研报解析方案.md`、`ana-doc/有色案例/案例执行日志.md`
+ - 关联执行：`RUN-ANA-FLOW-CORE-PRINCIPLE-CHECK-001`、`RUN-ANA-YS-CORE-PRINCIPLE-CHECK-001`
+ - 关联审计：`AUDIT-ANA-FLOW-CORE-PRINCIPLE-CHECK-20260627-001`，结论通过
+ - 复查重点：普通用户能否看懂，关键结论和流程是否展开，是否有数据和案例，前因后果是否清楚，多因素是否横向对比，市场/行业关键数据是否既有数据也有解释
+ - 边界：本轮不修改研报解析母版，不直接全量重写核心正文，不补新资料，不重启 PASS-017
diff --git "a/\351\241\271\347\233\256\346\211\247\350\241\214\346\227\245\345\277\227.md" "b/\351\241\271\347\233\256\346\211\247\350\241\214\346\227\245\345\277\227.md"
index 28c322d..027ab33 100644
--- "a/\351\241\271\347\233\256\346\211\247\350\241\214\346\227\245\345\277\227.md"
+++ "b/\351\241\271\347\233\256\346\211\247\350\241\214\346\227\245\345\277\227.md"
@@ -662,3 +662,15 @@
当前状态：
完成，待案例审核员复核。
+
+## 2026-06-27T01:22:11+08:00 刷新项目治理文档和角色入口
+
+- 动作：governance.refreshed
+- 项目：project-info
+- 执行者：workspace-admin
+- 结果：完成
+- 摘要：按当前 mb-ms-doc 模板源刷新项目配置清单和 AI 工作说明。
+- 详情：
+ - 模板源：D:\manage_system\common
+ - 角色数量：8
+ - 刷新角色：case_analysis.analyst, experiment.reviewer, case_analysis.reviewer, experiment.experimenter, dev.developer.ana, dev.reviewer.ana, dev.developer.exp, dev.reviewer.exp
--
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