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
---
ana-data/result/股票估值/中报全量复评/2026H1全量复评覆盖核对_20260905.json | 126 ++++++++++++++++++++++++++++++++++++++++++
1 files changed, 126 insertions(+), 0 deletions(-)
diff --git "a/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\270\255\346\212\245\345\205\250\351\207\217\345\244\215\350\257\204/2026H1\345\205\250\351\207\217\345\244\215\350\257\204\350\246\206\347\233\226\346\240\270\345\257\271_20260905.json" "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\270\255\346\212\245\345\205\250\351\207\217\345\244\215\350\257\204/2026H1\345\205\250\351\207\217\345\244\215\350\257\204\350\246\206\347\233\226\346\240\270\345\257\271_20260905.json"
new file mode 100644
index 0000000..0f6d784
--- /dev/null
+++ "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\270\255\346\212\245\345\205\250\351\207\217\345\244\215\350\257\204/2026H1\345\205\250\351\207\217\345\244\215\350\257\204\350\246\206\347\233\226\346\240\270\345\257\271_20260905.json"
@@ -0,0 +1,126 @@
+{
+ "status": "COMPLETE_WITH_EXPLICIT_PRICE_EXCEPTIONS",
+ "as_of": "2026-09-05",
+ "latest_complete_trade_date": "2026-09-04",
+ "database": "stock_valuation",
+ "counts": {
+ "security": 1231,
+ "valuation_version": 3133,
+ "daily_price": 21722,
+ "daily_judgement": 21721,
+ "judgement_20260904": 1223,
+ "active_security": 1229,
+ "active_a_share": 1227,
+ "active_hk": 2,
+ "active_h1_covered": 1229,
+ "active_non_h1": 0,
+ "a_share_latest_price_judgement": 1223,
+ "explicit_price_exceptions": 6
+ },
+ "new_or_refreshed_versions": [
+ {
+ "ticker": "03888.HK",
+ "company": "金山软件",
+ "valuation_id": "VAL-63fba3676f028969a213e7e3",
+ "valuation_date": "2026-09-05",
+ "active_from": "2026-09-06",
+ "report_period_end": "2026-06-30",
+ "snapshot_path": "ana-data/result/股票估值/当前估值/03888.HK/金山软件估值快照_当前.json"
+ },
+ {
+ "ticker": "09880.HK",
+ "company": "优必选",
+ "valuation_id": "VAL-ee6c28739364443a31917709",
+ "valuation_date": "2026-09-05",
+ "active_from": "2026-09-06",
+ "report_period_end": "2026-06-30",
+ "snapshot_path": "ana-data/result/股票估值/当前估值/09880.HK/优必选估值快照_当前.json"
+ },
+ {
+ "ticker": "301566.SZ",
+ "company": "达利凯普",
+ "valuation_id": "VAL-c904860db483f7664af5ac31",
+ "valuation_date": "2026-09-05",
+ "active_from": "2026-09-05",
+ "report_period_end": "2026-06-30",
+ "snapshot_path": "ana-data/result/股票估值/当前估值/301566.SZ/达利凯普估值快照_当前.json"
+ },
+ {
+ "ticker": "688519.SH",
+ "company": "南亚新材",
+ "valuation_id": "VAL-031486a5967b15aedb08a35d",
+ "valuation_date": "2026-09-05",
+ "active_from": "2026-09-05",
+ "report_period_end": "2026-06-30",
+ "snapshot_path": "ana-data/result/股票估值/当前估值/688519.SH/南亚新材估值快照_当前.json"
+ }
+ ],
+ "price_exceptions": [
+ {
+ "ticker": "03888.HK",
+ "company": "金山软件",
+ "market": "港交所",
+ "valuation_date": "2026-09-05",
+ "report_period_end": "2026-06-30",
+ "latest_judgement_date": "",
+ "handling": "港股不适用A股daily合同；已用9月4日收盘价人工重估并写入后继版本"
+ },
+ {
+ "ticker": "09880.HK",
+ "company": "优必选",
+ "market": "港交所",
+ "valuation_date": "2026-09-05",
+ "report_period_end": "2026-06-30",
+ "latest_judgement_date": "",
+ "handling": "港股不适用A股daily合同；已用9月4日收盘价人工重估并写入后继版本"
+ },
+ {
+ "ticker": "301566.SZ",
+ "company": "达利凯普",
+ "market": "深交所",
+ "valuation_date": "2026-09-05",
+ "report_period_end": "2026-06-30",
+ "latest_judgement_date": "",
+ "handling": "本轮新纳入；9月5日估值版本不能回写9月4日历史判定，已在横向报告使用9月4日价格"
+ },
+ {
+ "ticker": "600929.SH",
+ "company": "雪天盐业",
+ "market": "上交所",
+ "valuation_date": "2026-08-26",
+ "report_period_end": "2026-06-30",
+ "latest_judgement_date": "2026-08-28",
+ "handling": "9月4日无行情行（停牌/无成交）；保留8月28日最近完整价格判定"
+ },
+ {
+ "ticker": "688432.SH",
+ "company": "有研硅",
+ "market": "上交所",
+ "valuation_date": "2026-08-26",
+ "report_period_end": "2026-06-30",
+ "latest_judgement_date": "2026-08-28",
+ "handling": "9月4日无行情行（停牌/无成交）；保留8月28日最近完整价格判定"
+ },
+ {
+ "ticker": "688519.SH",
+ "company": "南亚新材",
+ "market": "上交所",
+ "valuation_date": "2026-09-05",
+ "report_period_end": "2026-06-30",
+ "latest_judgement_date": "",
+ "handling": "本轮新纳入；9月5日估值版本不能回写9月4日历史判定，已在横向报告使用9月4日价格"
+ }
+ ],
+ "semiconductor_cross_section": {
+ "row_count": 30,
+ "csv": "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",
+ "csv_sha256": "241D557E9461A7BBED740722E22C7F043E78F7FE036812F5CA65E92BD48AB212",
+ "markdown": "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",
+ "markdown_sha256": "8A8203852710502A061AA670DDC910E57A13F462D100BF4808AACF76841ECF49"
+ },
+ "boundaries": [
+ "未回写历史daily_judgement",
+ "港股未接入A股daily行情合同",
+ "停牌或无成交标的不制造9月4日价格"
+ ]
+}
--
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