From 129e0ebd2ca859b3463ad2c31ae335c72bace22d Mon Sep 17 00:00:00 2001
From: Cai <cai@nbcai.cc>
Date: Sat, 05 Sep 2026 23:02:28 +0800
Subject: [PATCH] 刷新2026H1股票估值覆盖与半导体三子链

---
 ai-valuation-analyst/worklog/2026-09-05-cpo-pcb-mlcc-h1-valuation.md |   14 ++++++++++++++
 1 files changed, 14 insertions(+), 0 deletions(-)

diff --git a/ai-valuation-analyst/worklog/2026-09-05-cpo-pcb-mlcc-h1-valuation.md b/ai-valuation-analyst/worklog/2026-09-05-cpo-pcb-mlcc-h1-valuation.md
new file mode 100644
index 0000000..624fce3
--- /dev/null
+++ b/ai-valuation-analyst/worklog/2026-09-05-cpo-pcb-mlcc-h1-valuation.md
@@ -0,0 +1,14 @@
+# 2026-09-05 CPO、PCB、MLCC三条子链中报估值复核
+
+- 范围：30家公司；价格日2026-09-04；财务期2026H1。
+- 28家公司复核既有中报估值并按当前总股本重述每股区间。
+- 南亚新材、达利凯普完成新估值并通过现有MySQL导入合同接入台账。
+- 30/30前复权收盘与同日未复权报价相等，市值=收盘价×当前总股本。
+- 目标分部毛利率未统一单列时保持缺口，不用集团或行业均值代填。
+- 未运行全市场daily，未改写历史daily_judgement，未修改估值程序/schema。
+
+## 结果
+
+- ana-data\result\股票估值\半导体三子链H1横向比较\CPO_PCB_MLCC_30家公司H1估值横向比较.csv | 30141 bytes | 241D557E9461A7BBED740722E22C7F043E78F7FE036812F5CA65E92BD48AB212
+- ana-data\result\股票估值\半导体三子链H1横向比较\CPO_PCB_MLCC_30家公司H1估值横向比较.md | 7908 bytes | 8A8203852710502A061AA670DDC910E57A13F462D100BF4808AACF76841ECF49
+- ana-data\cases\股票估值\BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001\capital_basis_reconciliation.json | 63022 bytes | B4A83ABF0CF843196A81A470DB6ACF09E29FE7496197CE7FD9068575E204AF73
\ No newline at end of file

--
Gitblit v1.9.3