From 96f271048f97056125ac0b6aeb9ef99a18d871a8 Mon Sep 17 00:00:00 2001
From: Cai <cai@nbcai.cc>
Date: Wed, 26 Aug 2026 01:18:21 +0800
Subject: [PATCH] fix multi valuation inputs and quarantine batch anomalies
---
ana-data/cases/股票估值/BATCH-STOCK-VALUATION-QINGFENGPU-TIMELINE-20260825-001/batch_manifest.json | 50 ++++++++++++++++++++++++++++++++++++++------------
1 files changed, 38 insertions(+), 12 deletions(-)
diff --git "a/ana-data/cases/\350\202\241\347\245\250\344\274\260\345\200\274/BATCH-STOCK-VALUATION-QINGFENGPU-TIMELINE-20260825-001/batch_manifest.json" "b/ana-data/cases/\350\202\241\347\245\250\344\274\260\345\200\274/BATCH-STOCK-VALUATION-QINGFENGPU-TIMELINE-20260825-001/batch_manifest.json"
index e34c4f7..b8dfb39 100644
--- "a/ana-data/cases/\350\202\241\347\245\250\344\274\260\345\200\274/BATCH-STOCK-VALUATION-QINGFENGPU-TIMELINE-20260825-001/batch_manifest.json"
+++ "b/ana-data/cases/\350\202\241\347\245\250\344\274\260\345\200\274/BATCH-STOCK-VALUATION-QINGFENGPU-TIMELINE-20260825-001/batch_manifest.json"
@@ -7,6 +7,16 @@
"missing_before": 404,
"generated": 404,
"failures": [],
+ "quality_postcheck": {
+ "status": "PARTIAL_CORRECTED_REVIEW_REQUIRED",
+ "checked": 404,
+ "cleared": 2,
+ "pending_revaluation": 402,
+ "p0": 278,
+ "p1": 124,
+ "reason": "批量抓取日曾被误作研报日期，且公司主模型曾直接按研究标签路由；多氟多已纠正，江苏银行独立银行模型已核验，其余旧数值仅保留作追溯。",
+ "scan": "估值口径异常扫描.csv"
+ },
"results": [
{
"ticker": "000017.SZ",
@@ -3492,16 +3502,16 @@
"normalized_profit": 599256631.72,
"normalized_pe": 67.30314410031407,
"pb": 4.645360544438464,
- "consensus_count": 2,
- "consensus_2026": 2327295672.395,
- "forward_pe": 17.32992327365729,
- "base_low": 45.747,
- "base_high": 103.8105,
- "optimistic_high": 206.92892999999998,
- "label": "偏低",
- "bubble_status": "未识别估值泡沫",
- "bubble_primary_cause": "当前价未超过基准合理区间上沿",
- "bubble_reason": "当前价未超过基准上沿；集成电路设计与芯片产品的经营风险仍可能令合理区间下修。",
+ "consensus_count": 1,
+ "consensus_2026": 1336000000.0,
+ "forward_pe": 30.188514549191617,
+ "base_low": 21.756797213433768,
+ "base_high": 28.56104653500958,
+ "optimistic_high": 43.681600582955825,
+ "label": "偏贵",
+ "bubble_status": "泡沫-中",
+ "bubble_primary_cause": "新能源、储能或电动化成长预期",
+ "bubble_reason": "当前价高于基准上沿18.62%；市场提前交易六氟磷酸锂景气修复、新能源电池放量和电子材料国产替代，电子信息材料收入占比仅3.77%。",
"qa": {
"error_count": 0,
"info_count": 0,
@@ -3513,15 +3523,31 @@
"message": "最近完整年度简化自由现金流为负。",
"recalc_scope": "DCF 与现金流交叉验证",
"severity": "WARNING"
+ },
+ {
+ "action": "保留作公告前预期对照，但不纳入当前一致预期。",
+ "field": "institutions.中原证券",
+ "issue_id": "QA-INSTITUTION-STALE",
+ "message": "机构预测已早于最新经营信息。",
+ "recalc_scope": "机构预期与 Forward PE",
+ "severity": "WARNING"
+ },
+ {
+ "action": "保留作公告前预期对照，但不纳入当前一致预期。",
+ "field": "institutions.光大证券",
+ "issue_id": "QA-INSTITUTION-STALE",
+ "message": "机构预测已早于最新经营信息。",
+ "recalc_scope": "机构预期与 Forward PE",
+ "severity": "WARNING"
}
],
"status": "PASS_WITH_WARNINGS",
- "warning_count": 1
+ "warning_count": 3
},
"share_status": "MATCH_REPORT",
"formal_path": "ana-data/result/股票估值/20260825_industry_gap_002407_valuation/多氟多价格合理性评估_20260825.md",
"snapshot_path": "ana-data/result/股票估值/20260825_industry_gap_002407_valuation/多氟多估值快照_20260825.json",
- "run_status": "REUSED"
+ "run_status": "GENERATED_CORRECTED"
},
{
"ticker": "002412.SZ",
--
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