From 986c2ab4381d5ccc8ed7474705303c71ab43183b Mon Sep 17 00:00:00 2001 From: Cai <cai@nbcai.cc> Date: Wed, 05 Aug 2026 22:44:35 +0800 Subject: [PATCH] valuation: add front-adjusted daily judgments --- ai-valuation-analyst/worklog/2026-08-05-股票估值每日台账需求派发记录.md | 21 ++ ana-data/result/股票估值/估值台账/latest_gaps.csv | 2 ana-data/result/股票估值/目录说明.md | 15 + ana-doc/股票估值/股票估值每日台账业务需求_v1.0.md | 255 +++++++++++++++++++++++++ ana-data/result/股票估值/估值台账/latest.csv | 125 ++++++++++++ ana-data/result/股票估值/估值台账/latest.md | 135 +++++++++++++ ana-doc/股票估值/目录导读.md | 3 ana-data/result/股票估值/估值台账/import_gaps.csv | 2 8 files changed, 557 insertions(+), 1 deletions(-) diff --git "a/ai-valuation-analyst/worklog/2026-08-05-\350\202\241\347\245\250\344\274\260\345\200\274\346\257\217\346\227\245\345\217\260\350\264\246\351\234\200\346\261\202\346\264\276\345\217\221\350\256\260\345\275\225.md" "b/ai-valuation-analyst/worklog/2026-08-05-\350\202\241\347\245\250\344\274\260\345\200\274\346\257\217\346\227\245\345\217\260\350\264\246\351\234\200\346\261\202\346\264\276\345\217\221\350\256\260\345\275\225.md" new file mode 100644 index 0000000..5093e0c --- /dev/null +++ "b/ai-valuation-analyst/worklog/2026-08-05-\350\202\241\347\245\250\344\274\260\345\200\274\346\257\217\346\227\245\345\217\260\350\264\246\351\234\200\346\261\202\346\264\276\345\217\221\350\256\260\345\275\225.md" @@ -0,0 +1,21 @@ +# 股票估值每日台账需求派发记录 + +- 日期：2026-08-05 +- 需求来源：用户提出将公司、基准合理区间等估值字段结构化存储，并按日更新收盘价与估值判定，要求快速落地、实用为主、避免过度设计。 +- 开发任务：`DEV-STOCK-VALUATION-LEDGER-MVP-20260805-001` +- 正式需求：[股票估值每日台账业务需求_v1.0.md](../../ana-doc/股票估值/股票估值每日台账业务需求_v1.0.md) +- 方案边界：最初拟用SQLite；用户于2026-08-05明确改为本机MySQL。现固定使用独立库`stock_valuation`和四张核心表，行情只读`trading_xuntou`，Darkline的`tianxia`库保持独立；复用既有V1/V2结果，不建设Web/API/服务/ORM，不自动安装计划任务。 +- 首批目标：原定至少导入图片批次83只；开发核对发现现有标准化结果基线已达到125只证券、136个估值版本，故验收提升为覆盖全部现有基线。每日仅刷新完整交易日收盘价并生成`latest.md`、`latest.csv`和当日判定，估值区间采用版本管理。 +- 调度方式：通过 Codex 原生任务通信请求项目管理员安排一名空闲日常开发员。 +- 调度结果：项目管理员已将任务唯一派给 `infodev-2`（角色 `dev.developer.project.secondary`，任务 `019fbcbb-bed7-7c90-83ab-f50610f80d3a`）；另一名开发员当时在工作，未重复派单。 +- 需求变更执行：已创建MySQL库`stock_valuation`及`security`、`valuation_version`、`daily_price`、`daily_judgement`四张表；本机MySQL工具白名单已加入该库；已通过Codex原生任务同时通知唯一开发员和项目管理员停止SQLite方案，不保留双后端。 +- 开发员回执：`ACCEPTED_IMPLEMENTING`。开发员确认只读`trading_xuntou`、只写`stock_valuation`，不修改`tianxia`，不保留SQLite双后端。 +- 需求一致性修订：开发员指出每日行情段仍残留“V2 provider”旧口径；需求已收敛为生产`daily`只读`trading_xuntou`显式未复权完整交易日日K，schema或行级时间证据不足即失败关闭，不得调用或回退V2网络，实时quote和盘中值不得进入生产`daily`。 +- 行情口径最终变更：用户明确要求使用前复权数据，正式来源固定为`trading_xuntou.cn_stock_kline_1d_front`；2026-08-05现场核实该表已覆盖全部124只A股至当日，港股1只不覆盖。生产`daily`不得再读取`cn_stock_kline_1d`或按`dividend_type`回退。 +- 旧试制数据：旧SQLite文件当前记录125只证券、136个估值版本、0条每日价格、0条每日判定；仅作为数量核对，不作为MySQL迁移源，待MySQL从正式结果包重建并核验后清理。 +- 当前状态：MySQL库和四表已创建并验证为空表，开发员正在实施正式结果导入、每日刷新、CLI和导出。 +- 2026-08-05前复权全量判定：任务于22:12:03开始；`cn_stock_kline_1d_front`当日共有5532个唯一symbol，124只A股全部覆盖，来源`xtquant`，更新时间16:21:56—16:25:23。首次预检发现`cn_stock_instrument_static`缺少`920185.BJ`和`920522.BJ`，但前复权专表、台账证券代码、估值版本和来源批次均能逐字闭合，故正式合同改为精确symbol匹配，静态表只作诊断。 +- 正式写入结果：`daily_price=124`、`daily_judgement=124`；前复权source行124，价格回源差异0、估值区间快照差异0、判定复算差异0。分布为偏低3、基本合理39、偏贵39、明显偏贵43；`09880.HK 优必选`因专表不覆盖港股未判定。 +- 正式输出：`ana-data/result/股票估值/估值台账/latest.md`、`latest.csv`、`latest_gaps.csv`。数据库计算提交小于1.7秒，导出函数0.11秒；任务从22:12:03.112至22:31:38.517，整体会话墙钟约19分35秒，其中包含需求改口径、专表定位、两只北交所身份缺口排查、首次导出编码问题修复和完整验收。 +- 后续验收：开发员完成实现、自测和证据后，由共享代码审核员进行一次合并审核；估值员按用户场景验收查询、每日更新、版本边界和失败隔离。 +- 阻塞：无需求阻塞；等待开发员接单和交付。 diff --git "a/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/import_gaps.csv" "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/import_gaps.csv" new file mode 100644 index 0000000..5eab310 --- /dev/null +++ "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/import_gaps.csv" @@ -0,0 +1,2 @@ +path,code,message +ana-data/result/股票估值/20260804_sonic_technology_valuation/骄成超声估值快照_20260804.json,DUPLICATE_VALUATION_DATE_SKIPPED,688392.SH 2026-08-04 已选择更高优先级正式版本 ana-data/result/股票估值/20260805_sonic_technology_refresh_valuation/骄成超声估值快照_20260804.json diff --git "a/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/latest.csv" "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/latest.csv" new file mode 100644 index 0000000..7dd2387 --- /dev/null +++ "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/latest.csv" @@ -0,0 +1,125 @@ 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+603061.SH,金海通,上交所,CNY,292.86,2026-08-05,149.716875,360.746375,688.697625,基本合理,0.95609212,-0.18818311,2026-08-04,2026,496204500.0,4,ana-data/result/股票估值/20260804_jinhaitong_valuation/金海通价格合理性评估_20260804.md +603078.SH,江化微,上交所,CNY,31.08,2026-08-05,6.75,16.56,31.878,偏贵,3.60444444,0.87681159,2026-08-04,2026,138829409.28,2,ana-data/result/股票估值/20260804_jianghua_micro_valuation/江化微价格合理性评估_20260804.md +603179.SH,新泉股份,上交所,CNY,39.72,2026-08-05,34.8975,77.832,153.23175,基本合理,0.13819041,-0.48967006,2026-08-04,2026,1510530144.75,16,ana-data/result/股票估值/20260805_xinquan_automotive_valuation/新泉股份价格合理性评估_20260804.md +603259.SH,药明康德,上交所,CNY,147.5,2026-08-05,120.653251,197.066976,293.254429,基本合理,0.22251161,-0.2515235,2026-08-04,2026,17758602369.32,30,ana-data/result/股票估值/20260804_wuxi_apptec_valuation/药明康德价格合理性评估_20260804.md 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+688371.SH,菲沃泰,上交所,CNY,25.96,2026-08-05,3.5625,9.5,18.2875,明显偏贵,6.28701754,1.73263158,2026-08-04,2026,63739747.64,1,ana-data/result/股票估值/20260804_favored_valuation/菲沃泰价格合理性评估_20260804.md +688392.SH,骄成超声,上交所,CNY,134.45,2026-08-05,56.21,135.439333,258.566,基本合理,1.39192315,-0.00730462,2026-08-04,2026,247823701.546628,12,ana-data/result/股票估值/20260805_sonic_technology_refresh_valuation/骄成超声价格合理性评估_20260804.md +688409.SH,富创精密,上交所,CNY,173.64,2026-08-05,24.6375,60.444,116.3547,明显偏贵,6.047793,1.87274171,2026-08-04,2026,402360953.094,6,ana-data/result/股票估值/20260804_futronics_valuation/富创精密价格合理性评估_20260804.md +688419.SH,耐科装备,上交所,CNY,40.52,2026-08-05,15.985556,36.941412,70.524514,偏贵,1.53478828,0.09687199,2026-08-04,,,0,ana-data/result/股票估值/20260804_naike_equipment_valuation/耐科装备价格合理性评估_20260804.md 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+688610.SH,埃科光电,上交所,CNY,143.43,2026-08-05,36.679688,89.9875,173.225938,偏贵,2.9103386,0.59388804,2026-08-04,2026,133025000.0,8,ana-data/result/股票估值/20260804_eco_vision_valuation/埃科光电价格合理性评估_20260804.md +688627.SH,精智达,上交所,CNY,429.7,2026-08-05,80.64,194.304,370.944,明显偏贵,4.32862103,1.21148304,2026-08-04,2026,289161689.088,5,ana-data/result/股票估值/20260804_semitronix_valuation/精智达价格合理性评估_20260804.md +688629.SH,华丰科技,上交所,CNY,143.44,2026-08-05,80.084575,117.991274,222.101222,偏贵,0.79110646,0.21568312,2026-08-03,2026,797438207.098,9,ana-data/result/股票估值/20260804_huafeng_technology_valuation/华丰科技价格合理性评估_20260804.md +688630.SH,芯碁微装,上交所,CNY,361.0,2026-08-05,103.8975,250.3435,477.9285,偏贵,2.47457831,0.44201867,2026-08-04,2026,579867249.128,15,ana-data/result/股票估值/20260804_cfmoto_lithography_valuation/芯碁微装价格合理性评估_20260804.md 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+920522.BJ,纳科诺尔,北交所,CNY,22.66,2026-08-05,26.4,63.611429,121.44,偏低,-0.14166667,-0.64377471,2026-08-04,2026,220705013.759937,7,ana-data/result/股票估值/20260805_nake_nuor_valuation/纳科诺尔价格合理性评估_20260804.md diff --git "a/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/latest.md" "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/latest.md" new file mode 100644 index 0000000..fdc92f9 --- /dev/null +++ "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/latest.md" @@ -0,0 +1,135 @@ +# 股票估值每日台账最新总表 + +- 生成时间：`2026-08-05T14:28:52.880385+00:00` +- 记录数：`124` +- 价格日期：`2026-08-05` +- 行情来源：`trading_xuntou.cn_stock_kline_1d_front`（`xtquant`，前复权完整日K） +- 口径：最近完整交易日前复权收盘价相对最近有效正式估值版本；不构成交易指令。 +- 未判定：`09880.HK 优必选`，原因是本地前复权专表首版不覆盖港股。 + +| 代码 | 公司 | 市场 | 币种 | 收盘价 | 交易日 | 基准区间 | 乐观上沿 | 判定 | 估值日 | 距基准下沿 | 距基准上沿 | 机构覆盖 | 正式报告 | +|---|---|---|---|---:|---|---:|---:|---|---|---:|---:|---:|---| +| 000519.SZ | 中兵红箭 | 深交所 | CNY | 14.8000 | 2026-08-05 | 6.2812—13.4838 | 25.8888 | 偏贵 | 2026-08-04 | 135.62% | 9.76% | 4 | `ana-data/result/股票估值/20260805_north_arrows_refresh_valuation/中兵红箭价格合理性评估_20260804.md` | +| 000700.SZ | 模塑科技 | 深交所 | CNY | 11.3000 | 2026-08-05 | 8.7750—20.9300 | 39.7670 | 基本合理 | 2026-08-04 | 28.77% | -46.01% | 6 | `ana-data/result/股票估值/20260805_molding_technology_valuation/模塑科技价格合理性评估_20260804.md` | +| 000733.SZ | 振华科技 | 深交所 | CNY | 42.4500 | 2026-08-05 | 37.8750—81.3050 | 156.1056 | 基本合理 | 2026-08-04 | 12.08% | -47.79% | 2 | `ana-data/result/股票估值/20260805_zhenhua_technology_valuation/振华科技价格合理性评估_20260804.md` | +| 000768.SZ | 中航西飞 | 深交所 | CNY | 20.8600 | 2026-08-05 | 8.4375—18.1125 | 34.7760 | 偏贵 | 2026-08-04 | 147.23% | 15.17% | 10 | `ana-data/result/股票估值/20260805_avic_xian_valuation/中航西飞价格合理性评估_20260804.md` | +| 001270.SZ | 铖昌科技 | 深交所 | CNY | 114.4200 | 2026-08-05 | 19.8600—45.6780 | 86.5979 | 明显偏贵 | 2026-08-04 | 476.13% | 150.49% | 4 | `ana-data/result/股票估值/20260805_chengchang_refresh_valuation/铖昌科技价格合理性评估_20260804.md` | +| 001283.SZ | 豪鹏科技 | 深交所 | CNY | 42.4500 | 2026-08-05 | 38.6719—98.8281 | 193.7031 | 基本合理 | 2026-08-04 | 9.77% | -57.05% | 5 | `ana-data/result/股票估值/20260805_highpower_valuation/豪鹏科技价格合理性评估_20260804.md` | +| 002008.SZ | 大族激光 | 深交所 | CNY | 94.8000 | 2026-08-05 | 48.3750—118.6800 | 228.4590 | 基本合理 | 2026-08-04 | 95.97% | -20.12% | 14 | `ana-data/result/股票估值/20260804_hans_laser_valuation/大族激光价格合理性评估_20260804.md` | +| 002025.SZ | 航天电器 | 深交所 | CNY | 66.3300 | 2026-08-05 | 15.9062—34.1454 | 65.5592 | 明显偏贵 | 2026-08-04 | 317.01% | 94.26% | 12 | `ana-data/result/股票估值/20260805_aerospace_electric_valuation/航天电器价格合理性评估_20260804.md` | +| 002050.SZ | 三花智控 | 深交所 | CNY | 39.4100 | 2026-08-05 | 18.6693—41.6381 | 81.9750 | 基本合理 | 2026-08-04 | 111.10% | -5.35% | 18 | `ana-data/result/股票估值/20260805_sanhuahua_valuation/三花智控价格合理性评估_20260804.md` | +| 002129.SZ | TCL中环 | 深交所 | CNY | 9.1400 | 2026-08-05 | 3.4639—5.4433 | 7.9175 | 明显偏贵 | 2026-08-04 | 163.86% | 67.91% | 7 | `ana-data/result/股票估值/20260804_tcl_zhonghuan_valuation/TCL中环价格合理性评估_20260804.md` | +| 002149.SZ | 西部材料 | 深交所 | CNY | 38.0600 | 2026-08-05 | 1.9658—4.0473 | 7.7707 | 明显偏贵 | 2026-08-04 | 1836.09% | 840.39% | 0 | `ana-data/result/股票估值/20260805_western_materials_valuation/西部材料价格合理性评估_20260804.md` | +| 002179.SZ | 中航光电 | 深交所 | CNY | 34.7500 | 2026-08-05 | 22.4659—48.2268 | 92.5955 | 基本合理 | 2026-08-04 | 54.68% | -27.94% | 11 | `ana-data/result/股票估值/20260805_avic_optronics_refresh_valuation/中航光电价格合理性评估_20260804.md` | +| 002222.SZ | 福晶科技 | 深交所 | CNY | 58.2100 | 2026-08-05 | 17.5000—42.9333 | 82.6467 | 偏贵 | 2026-08-04 | 232.63% | 35.58% | 3 | `ana-data/result/股票估值/20260804_fujing_technology_refresh_valuation/福晶科技价格合理性评估_20260804.md` | +| 002265.SZ | 建设工业 | 深交所 | CNY | 19.2300 | 2026-08-05 | 4.0987—8.4385 | 16.2020 | 明显偏贵 | 2026-08-04 | 369.17% | 127.88% | 0 | `ana-data/result/股票估值/20260805_construction_industry_refresh_valuation/建设工业价格合理性评估_20260804.md` | +| 002338.SZ | 奥普光电 | 深交所 | CNY | 41.9200 | 2026-08-05 | 6.4536—15.1850 | 29.2311 | 明显偏贵 | 2026-08-04 | 549.56% | 176.06% | 0 | `ana-data/result/股票估值/20260804_opto_metrology_valuation/奥普光电价格合理性评估_20260804.md` | +| 002371.SZ | 北方华创 | 深交所 | CNY | 734.2000 | 2026-08-05 | 264.1435—578.6000 | 1134.0560 | 偏贵 | 2026-08-04 | 177.95% | 26.89% | 24 | `ana-data/result/股票估值/20260804_naura_valuation/北方华创价格合理性评估_20260804.md` | +| 002373.SZ | 千方科技 | 深交所 | CNY | 8.1500 | 2026-08-05 | 5.2500—12.0750 | 24.1500 | 基本合理 | 2026-08-04 | 55.24% | -32.51% | 2 | `ana-data/result/股票估值/20260805_transinfo_valuation/千方科技价格合理性评估_20260804.md` | +| 002389.SZ | 航天彩虹 | 深交所 | CNY | 18.4700 | 2026-08-05 | 4.6800—10.7640 | 20.4067 | 偏贵 | 2026-08-04 | 294.66% | 71.59% | 4 | `ana-data/result/股票估值/20260805_casc_rainbow_valuation/航天彩虹价格合理性评估_20260804.md` | +| 002409.SZ | 雅克科技 | 深交所 | CNY | 140.6200 | 2026-08-05 | 52.9583—129.9244 | 250.1046 | 偏贵 | 2026-08-04 | 165.53% | 8.23% | 9 | `ana-data/result/股票估值/20260804_yacoo_valuation/雅克科技价格合理性评估_20260804.md` | +| 002413.SZ | 雷科防务 | 深交所 | CNY | 8.4500 | 2026-08-05 | 2.9921—4.9869 | 7.4803 | 明显偏贵 | 2026-08-04 | 182.41% | 69.44% | 0 | `ana-data/result/股票估值/20260805_radar_technology_valuation/雷科防务价格合理性评估_20260804.md` | +| 002414.SZ | 高德红外 | 深交所 | CNY | 13.5800 | 2026-08-05 | 6.9600—16.0080 | 30.3485 | 基本合理 | 2026-08-04 | 95.11% | -15.17% | 4 | `ana-data/result/股票估值/20260805_guide_infrared_refresh_valuation/高德红外价格合理性评估_20260804.md` | +| 002460.SZ | 赣锋锂业 | 深交所 | CNY | 52.9800 | 2026-08-05 | 39.4875—100.9125 | 197.7885 | 基本合理 | 2026-08-04 | 34.17% | -47.50% | 11 | `ana-data/result/股票估值/20260805_ganfeng_lithium_valuation/赣锋锂业价格合理性评估_20260804.md` | +| 002472.SZ | 双环传动 | 深交所 | CNY | 39.7200 | 2026-08-05 | 28.3250—63.1733 | 124.3725 | 基本合理 | 2026-08-04 | 40.23% | -37.13% | 9 | `ana-data/result/股票估值/20260805_shuanghuan_valuation/双环传动价格合理性评估_20260804.md` | +| 002594.SZ | 比亚迪 | 深交所 | CNY | 90.8200 | 2026-08-05 | 74.6830—166.5657 | 327.9263 | 基本合理 | 2026-08-04 | 21.61% | -45.47% | 33 | `ana-data/result/股票估值/20260805_byd_valuation/比亚迪价格合理性评估_20260804.md` | +| 002709.SZ | 天赐材料 | 深交所 | CNY | 39.0500 | 2026-08-05 | 37.1415—94.9173 | 186.0379 | 基本合理 | 2026-08-04 | 5.14% | -58.86% | 18 | `ana-data/result/股票估值/20260805_capchem_valuation/天赐材料价格合理性评估_20260804.md` | +| 002747.SZ | 埃斯顿 | 深交所 | CNY | 34.2700 | 2026-08-05 | 6.4000—14.7200 | 29.1947 | 明显偏贵 | 2026-08-04 | 435.47% | 132.81% | 3 | `ana-data/result/股票估值/20260805_estun_valuation/埃斯顿价格合理性评估_20260804.md` | +| 002812.SZ | 恩捷股份 | 深交所 | CNY | 54.7500 | 2026-08-05 | 25.7310—65.7570 | 128.8837 | 基本合理 | 2026-08-04 | 112.78% | -16.74% | 17 | `ana-data/result/股票估值/20260805_semeda_valuation/恩捷股份价格合理性评估_20260804.md` | +| 002850.SZ | 科达利 | 深交所 | CNY | 183.9600 | 2026-08-05 | 142.5146—317.8508 | 625.7688 | 基本合理 | 2026-08-04 | 29.08% | -42.12% | 21 | `ana-data/result/股票估值/20260805_kedali_valuation/科达利价格合理性评估_20260804.md` | +| 002869.SZ | 金溢科技 | 深交所 | CNY | 16.0400 | 2026-08-05 | 13.6747—22.7912 | 34.1868 | 基本合理 | 2026-08-04 | 17.30% | -29.62% | 0 | `ana-data/result/股票估值/20260805_genvict_valuation/金溢科技价格合理性评估_20260804.md` | +| 002896.SZ | 中大力德 | 深交所 | CNY | 78.9200 | 2026-08-05 | 14.2800—32.8440 | 65.1406 | 明显偏贵 | 2026-08-04 | 452.66% | 140.29% | 5 | `ana-data/result/股票估值/20260805_zhongda_leader_valuation/中大力德价格合理性评估_20260804.md` | +| 002979.SZ | 雷赛智能 | 深交所 | CNY | 60.0200 | 2026-08-05 | 20.0946—49.2989 | 94.9003 | 偏贵 | 2026-08-04 | 198.69% | 21.75% | 7 | `ana-data/result/股票估值/20260805_leadshine_valuation/雷赛智能价格合理性评估_20260804.md` | +| 002985.SZ | 北摩高科 | 深交所 | CNY | 26.3700 | 2026-08-05 | 18.7680—43.1664 | 81.8363 | 基本合理 | 2026-08-04 | 40.51% | -38.91% | 5 | `ana-data/result/股票估值/20260805_beimo_valuation/北摩高科价格合理性评估_20260804.md` | +| 003021.SZ | 兆威机电 | 深交所 | CNY | 81.1700 | 2026-08-05 | 40.1300—92.2990 | 183.0597 | 基本合理 | 2026-08-04 | 102.27% | -12.06% | 5 | `ana-data/result/股票估值/20260805_zhaowei_valuation/兆威机电价格合理性评估_20260804.md` | +| 300008.SZ | 天海防务 | 深交所 | CNY | 6.2900 | 2026-08-05 | 4.8417—11.4000 | 21.6125 | 基本合理 | 2026-08-04 | 29.91% | -44.82% | 1 | `ana-data/result/股票估值/20260805_bestway_marine_valuation/天海防务价格合理性评估_20260804.md` | +| 300034.SZ | 钢研高纳 | 深交所 | CNY | 16.1900 | 2026-08-05 | 6.8800—15.8240 | 29.9997 | 偏贵 | 2026-08-04 | 135.32% | 2.31% | 3 | `ana-data/result/股票估值/20260805_cisri_gaona_valuation/钢研高纳价格合理性评估_20260804.md` | +| 300054.SZ | 鼎龙股份 | 深交所 | CNY | 74.0200 | 2026-08-05 | 21.2803—52.2077 | 100.4998 | 偏贵 | 2026-08-04 | 247.83% | 41.78% | 20 | `ana-data/result/股票估值/20260804_dinglong_valuation/鼎龙股份价格合理性评估_20260804.md` | +| 300098.SZ | 高新兴 | 深交所 | CNY | 4.8200 | 2026-08-05 | 1.8283—3.0471 | 4.5706 | 明显偏贵 | 2026-08-04 | 163.64% | 58.18% | 0 | `ana-data/result/股票估值/20260805_gosuncn_valuation/高新兴价格合理性评估_20260804.md` | +| 300124.SZ | 汇川技术 | 深交所 | CNY | 64.3900 | 2026-08-05 | 36.8292—82.1402 | 161.7136 | 基本合理 | 2026-08-04 | 74.83% | -21.61% | 14 | `ana-data/result/股票估值/20260805_inovance_valuation/汇川技术价格合理性评估_20260804.md` | +| 300200.SZ | 高盟新材 | 深交所 | CNY | 8.6400 | 2026-08-05 | 5.6700—14.7000 | 27.9300 | 基本合理 | 2026-08-04 | 52.38% | -41.22% | 1 | `ana-data/result/股票估值/20260805_gaomeng_valuation/高盟新材价格合理性评估_20260804.md` | +| 300260.SZ | 新莱应材 | 深交所 | CNY | 52.5000 | 2026-08-05 | 11.1562—27.3700 | 52.6872 | 偏贵 | 2026-08-04 | 370.59% | 91.82% | 2 | `ana-data/result/股票估值/20260804_kinglai_hygienic_valuation/新莱应材价格合理性评估_20260804.md` | +| 300346.SZ | 南大光电 | 深交所 | CNY | 53.1500 | 2026-08-05 | 12.0000—29.4400 | 56.6720 | 偏贵 | 2026-08-04 | 342.92% | 80.54% | 4 | `ana-data/result/股票估值/20260804_nanda_opto_valuation/南大光电价格合理性评估_20260804.md` | +| 300390.SZ | 天华新能 | 深交所 | CNY | 59.9500 | 2026-08-05 | 64.5000—164.8333 | 323.0733 | 偏低 | 2026-08-04 | -7.05% | -63.63% | 3 | `ana-data/result/股票估值/20260805_canmax_valuation/天华新能价格合理性评估_20260804.md` | +| 300450.SZ | 先导智能 | 深交所 | CNY | 35.1800 | 2026-08-05 | 40.2500—96.9833 | 185.1500 | 偏低 | 2026-08-04 | -12.60% | -63.73% | 15 | `ana-data/result/股票估值/20260805_lead_intelligent_valuation/先导智能价格合理性评估_20260804.md` | +| 300552.SZ | 万集科技 | 深交所 | CNY | 24.8800 | 2026-08-05 | 9.7741—16.2901 | 24.4352 | 明显偏贵 | 2026-08-04 | 154.55% | 52.73% | 0 | `ana-data/result/股票估值/20260805_wanji_valuation/万集科技价格合理性评估_20260804.md` | +| 300567.SZ | 精测电子 | 深交所 | CNY | 204.0000 | 2026-08-05 | 31.7362—76.4693 | 145.9868 | 明显偏贵 | 2026-08-04 | 542.80% | 166.77% | 10 | `ana-data/result/股票估值/20260804_precision_measurement_valuation/精测电子价格合理性评估_20260804.md` | +| 300576.SZ | 容大感光 | 深交所 | CNY | 28.0500 | 2026-08-05 | 5.6885—13.3848 | 25.7658 | 明显偏贵 | 2026-08-04 | 393.10% | 109.57% | 0 | `ana-data/result/股票估值/20260805_rongda_photosensitive_valuation/容大感光价格合理性评估_20260804.md` | +| 300580.SZ | 贝斯特 | 深交所 | CNY | 21.5000 | 2026-08-05 | 12.2344—30.0150 | 57.7789 | 基本合理 | 2026-08-04 | 75.73% | -28.37% | 4 | `ana-data/result/股票估值/20260805_best_valuation/贝斯特价格合理性评估_20260804.md` | +| 300604.SZ | 长川科技 | 深交所 | CNY | 272.0000 | 2026-08-05 | 92.6275—202.8983 | 397.6807 | 偏贵 | 2026-08-04 | 193.65% | 34.06% | 6 | `ana-data/result/股票估值/20260804_changchuan_technology_valuation/长川科技价格合理性评估_20260804.md` | +| 300607.SZ | 拓斯达 | 深交所 | CNY | 32.8300 | 2026-08-05 | 6.0000—14.7200 | 28.3360 | 明显偏贵 | 2026-08-04 | 447.17% | 123.03% | 4 | `ana-data/result/股票估值/20260805_topstar_valuation/拓斯达价格合理性评估_20260804.md` | +| 300660.SZ | 江苏雷利 | 深交所 | CNY | 28.4600 | 2026-08-05 | 12.7500—34.0000 | 65.4500 | 基本合理 | 2026-08-04 | 123.22% | -16.29% | 1 | `ana-data/result/股票估值/20260805_jiangsu_leili_valuation/江苏雷利价格合理性评估_20260804.md` | +| 300666.SZ | 江丰电子 | 深交所 | CNY | 222.4000 | 2026-08-05 | 58.1050—142.5509 | 274.4105 | 偏贵 | 2026-08-04 | 282.76% | 56.01% | 15 | `ana-data/result/股票估值/20260804_jiangfeng_material_valuation/江丰电子价格合理性评估_20260804.md` | +| 300750.SZ | 宁德时代 | 深交所 | CNY | 405.2000 | 2026-08-05 | 342.9989—764.9914 | 1506.0769 | 基本合理 | 2026-08-04 | 18.13% | -47.03% | 38 | `ana-data/result/股票估值/20260805_catl_valuation/宁德时代价格合理性评估_20260804.md` | +| 301091.SZ | 深城交 | 深交所 | CNY | 17.9700 | 2026-08-05 | 4.2700—9.8210 | 19.6420 | 偏贵 | 2026-08-04 | 320.84% | 82.98% | 3 | `ana-data/result/股票估值/20260805_shenzhen_urban_transport_valuation/深城交价格合理性评估_20260804.md` | +| 301217.SZ | 铜冠铜箔 | 深交所 | CNY | 94.9000 | 2026-08-05 | 6.9047—17.6453 | 34.5848 | 明显偏贵 | 2026-08-04 | 1274.43% | 437.82% | 4 | `ana-data/result/股票估值/20260805_tongguan_foil_valuation/铜冠铜箔价格合理性评估_20260804.md` | +| 301269.SZ | 华大九天 | 深交所 | CNY | 92.8500 | 2026-08-05 | 9.0600—20.8380 | 38.8976 | 明显偏贵 | 2026-08-04 | 924.83% | 345.58% | 5 | `ana-data/result/股票估值/20260804_empyrean_valuation/华大九天价格合理性评估_20260804.md` | +| 301307.SZ | 美利信 | 深交所 | CNY | 49.0800 | 2026-08-05 | 2.6250—7.0000 | 13.4750 | 明显偏贵 | 2026-08-04 | 1769.71% | 601.14% | 1 | `ana-data/result/股票估值/20260804_millison_valuation/美利信价格合理性评估_20260804.md` | +| 301392.SZ | 汇成真空 | 深交所 | CNY | 151.5000 | 2026-08-05 | 30.7125—80.4375 | 153.5625 | 偏贵 | 2026-08-04 | 393.28% | 88.34% | 1 | `ana-data/result/股票估值/20260804_huicheng_vacuum_valuation/汇成真空价格合理性评估_20260804.md` | +| 301413.SZ | 安培龙 | 深交所 | CNY | 67.5000 | 2026-08-05 | 33.6000—77.2800 | 153.2720 | 基本合理 | 2026-08-04 | 100.89% | -12.66% | 4 | `ana-data/result/股票估值/20260805_ampron_valuation/安培龙价格合理性评估_20260804.md` | +| 301421.SZ | 波长光电 | 深交所 | CNY | 72.8200 | 2026-08-05 | 7.5000—20.0000 | 38.5000 | 明显偏贵 | 2026-08-04 | 870.93% | 264.10% | 1 | `ana-data/result/股票估值/20260804_wavelength_opto_valuation/波长光电价格合理性评估_20260804.md` | +| 301550.SZ | 斯菱智驱 | 深交所 | CNY | 73.9900 | 2026-08-05 | 17.2219—42.2510 | 81.3332 | 偏贵 | 2026-08-04 | 329.63% | 75.12% | 6 | `ana-data/result/股票估值/20260805_silin_valuation/斯菱智驱价格合理性评估_20260804.md` | +| 301596.SZ | 瑞迪智驱 | 深交所 | CNY | 50.4500 | 2026-08-05 | 26.8455—59.2179 | 117.4489 | 基本合理 | 2026-08-04 | 87.93% | -14.81% | 0 | `ana-data/result/股票估值/20260805_rendi_valuation/瑞迪智驱价格合理性评估_20260804.md` | +| 301611.SZ | 珂玛科技 | 深交所 | CNY | 93.7300 | 2026-08-05 | 18.9375—50.5000 | 97.2125 | 偏贵 | 2026-08-04 | 394.94% | 85.60% | 1 | `ana-data/result/股票估值/20260804_fountyl_valuation/珂玛科技价格合理性评估_20260804.md` | +| 600399.SH | 抚顺特钢 | 上交所 | CNY | 4.3100 | 2026-08-05 | 0.7500—1.7500 | 3.3600 | 明显偏贵 | 2026-08-04 | 474.67% | 146.29% | 1 | `ana-data/result/股票估值/20260805_fushun_special_steel_valuation/抚顺特钢价格合理性评估_20260804.md` | +| 600562.SH | 国睿科技 | 上交所 | CNY | 25.2100 | 2026-08-05 | 14.9600—34.4080 | 65.2318 | 基本合理 | 2026-08-04 | 68.52% | -26.73% | 6 | `ana-data/result/股票估值/20260805_glarun_valuation/国睿科技价格合理性评估_20260804.md` | +| 600580.SH | 卧龙电驱 | 上交所 | CNY | 36.8600 | 2026-08-05 | 10.6920—25.5024 | 48.4546 | 偏贵 | 2026-08-04 | 244.74% | 44.54% | 5 | `ana-data/result/股票估值/20260805_wolong_electric_valuation/卧龙电驱价格合理性评估_20260804.md` | +| 600641.SH | 先导基电 | 上交所 | CNY | 26.5800 | 2026-08-05 | 4.0250—9.6983 | 18.5150 | 明显偏贵 | 2026-08-04 | 560.37% | 174.07% | 3 | `ana-data/result/股票估值/20260804_lead_base_valuation/先导基电价格合理性评估_20260804.md` | +| 600698.SH | 湖南天雁 | 上交所 | CNY | 6.6500 | 2026-08-05 | 0.8297—1.3829 | 2.0743 | 明显偏贵 | 2026-08-04 | 701.48% | 380.89% | 0 | `ana-data/result/股票估值/20260805_hunan_ty_valuation/湖南天雁价格合理性评估_20260804.md` | +| 600760.SH | 中航沈飞 | 上交所 | CNY | 42.5200 | 2026-08-05 | 24.0234—51.5703 | 99.0150 | 基本合理 | 2026-08-04 | 76.99% | -17.55% | 8 | `ana-data/result/股票估值/20260805_avic_shenyang_valuation/中航沈飞价格合理性评估_20260804.md` | +| 600879.SH | 航天电子 | 上交所 | CNY | 15.9000 | 2026-08-05 | 2.1429—4.6000 | 8.8320 | 明显偏贵 | 2026-08-04 | 642.00% | 245.65% | 7 | `ana-data/result/股票估值/20260805_aerospace_electronics_valuation/航天电子价格合理性评估_20260804.md` | +| 600893.SH | 航发动力 | 上交所 | CNY | 35.7000 | 2026-08-05 | 4.2500—9.1233 | 17.5168 | 明显偏贵 | 2026-08-04 | 740.00% | 291.30% | 12 | `ana-data/result/股票估值/20260805_aero_engine_valuation/航发动力价格合理性评估_20260804.md` | +| 601100.SH | 恒立液压 | 上交所 | CNY | 105.6800 | 2026-08-05 | 43.0848—96.0922 | 189.1814 | 偏贵 | 2026-08-04 | 145.28% | 9.98% | 25 | `ana-data/result/股票估值/20260805_hengli_hydraulics_valuation/恒立液压价格合理性评估_20260804.md` | +| 601133.SH | 柏诚股份 | 上交所 | CNY | 24.7200 | 2026-08-05 | 9.7875—23.3450 | 44.3555 | 偏贵 | 2026-08-04 | 152.57% | 5.89% | 8 | `ana-data/result/股票估值/20260805_baicheng_system_valuation/柏诚股份价格合理性评估_20260804.md` | +| 601606.SH | 长城军工 | 上交所 | CNY | 33.6400 | 2026-08-05 | 3.6157—6.0262 | 9.0393 | 明显偏贵 | 2026-08-04 | 830.38% | 458.23% | 0 | `ana-data/result/股票估值/20260805_great_wall_military_refresh_valuation/长城军工价格合理性评估_20260804.md` | +| 601689.SH | 拓普集团 | 上交所 | CNY | 50.2200 | 2026-08-05 | 31.9818—71.3291 | 140.4292 | 基本合理 | 2026-08-04 | 57.03% | -29.59% | 24 | `ana-data/result/股票估值/20260805_top_group_valuation/拓普集团价格合理性评估_20260804.md` | +| 603009.SH | 北特科技 | 上交所 | CNY | 40.4500 | 2026-08-05 | 9.2946—22.8029 | 43.8955 | 偏贵 | 2026-08-04 | 335.20% | 77.39% | 7 | `ana-data/result/股票估值/20260805_beite_technology_valuation/北特科技价格合理性评估_20260804.md` | +| 603061.SH | 金海通 | 上交所 | CNY | 292.8600 | 2026-08-05 | 149.7169—360.7464 | 688.6976 | 基本合理 | 2026-08-04 | 95.61% | -18.82% | 4 | `ana-data/result/股票估值/20260804_jinhaitong_valuation/金海通价格合理性评估_20260804.md` | +| 603078.SH | 江化微 | 上交所 | CNY | 31.0800 | 2026-08-05 | 6.7500—16.5600 | 31.8780 | 偏贵 | 2026-08-04 | 360.44% | 87.68% | 2 | `ana-data/result/股票估值/20260804_jianghua_micro_valuation/江化微价格合理性评估_20260804.md` | +| 603179.SH | 新泉股份 | 上交所 | CNY | 39.7200 | 2026-08-05 | 34.8975—77.8320 | 153.2318 | 基本合理 | 2026-08-04 | 13.82% | -48.97% | 16 | `ana-data/result/股票估值/20260805_xinquan_automotive_valuation/新泉股份价格合理性评估_20260804.md` | +| 603259.SH | 药明康德 | 上交所 | CNY | 147.5000 | 2026-08-05 | 120.6533—197.0670 | 293.2544 | 基本合理 | 2026-08-04 | 22.25% | -25.15% | 30 | `ana-data/result/股票估值/20260804_wuxi_apptec_valuation/药明康德价格合理性评估_20260804.md` | +| 603650.SH | 彤程新材 | 上交所 | CNY | 58.1300 | 2026-08-05 | 21.7768—53.4257 | 102.8445 | 偏贵 | 2026-08-04 | 166.94% | 8.81% | 7 | `ana-data/result/股票估值/20260805_rachem_valuation/彤程新材价格合理性评估_20260804.md` | +| 603662.SH | 柯力传感 | 上交所 | CNY | 54.2500 | 2026-08-05 | 22.5891—55.4185 | 106.6806 | 基本合理 | 2026-08-04 | 140.16% | -2.11% | 4 | `ana-data/result/股票估值/20260805_keli_sensing_valuation/柯力传感价格合理性评估_20260804.md` | +| 603667.SH | 五洲新春 | 上交所 | CNY | 55.0000 | 2026-08-05 | 8.1562—20.0100 | 38.5192 | 明显偏贵 | 2026-08-04 | 574.33% | 174.86% | 2 | `ana-data/result/股票估值/20260805_cugroup_valuation/五洲新春价格合理性评估_20260804.md` | +| 603712.SH | 七一二 | 上交所 | CNY | 12.1600 | 2026-08-05 | 5.9451—9.9085 | 14.8627 | 偏贵 | 2026-08-04 | 104.54% | 22.72% | 2 | `ana-data/result/股票估值/20260805_seven_twelve_refresh_valuation/七一二价格合理性评估_20260804.md` | +| 603730.SH | 岱美股份 | 上交所 | CNY | 10.6000 | 2026-08-05 | 6.3913—15.2444 | 28.9644 | 基本合理 | 2026-08-04 | 65.85% | -30.47% | 7 | `ana-data/result/股票估值/20260805_daimei_valuation/岱美股份价格合理性评估_20260804.md` | +| 605358.SH | 立昂微 | 上交所 | CNY | 41.6400 | 2026-08-05 | 6.5156—15.9850 | 30.7711 | 明显偏贵 | 2026-08-04 | 539.08% | 160.49% | 4 | `ana-data/result/股票估值/20260804_lion_micro_valuation/立昂微价格合理性评估_20260804.md` | +| 605488.SH | 福莱新材 | 上交所 | CNY | 27.9700 | 2026-08-05 | 6.8750—16.8667 | 32.4683 | 偏贵 | 2026-08-04 | 306.84% | 65.83% | 3 | `ana-data/result/股票估值/20260805_fulai_new_material_valuation/福莱新材价格合理性评估_20260804.md` | +| 688002.SH | 睿创微纳 | 上交所 | CNY | 151.8400 | 2026-08-05 | 91.2000—209.7600 | 397.6700 | 基本合理 | 2026-08-04 | 66.49% | -27.61% | 6 | `ana-data/result/股票估值/20260805_raytron_refresh_valuation/睿创微纳价格合理性评估_20260804.md` | +| 688005.SH | 容百科技 | 上交所 | CNY | 28.8600 | 2026-08-05 | 6.0750—15.5250 | 30.4290 | 偏贵 | 2026-08-04 | 375.06% | 85.89% | 5 | `ana-data/result/股票估值/20260805_ronbay_valuation/容百科技价格合理性评估_20260804.md` | +| 688012.SH | 中微公司 | 上交所 | CNY | 358.0000 | 2026-08-05 | 128.8350—282.2100 | 553.1316 | 偏贵 | 2026-08-04 | 177.87% | 26.86% | 25 | `ana-data/result/股票估值/20260804_amec_valuation/中微公司价格合理性评估_20260804.md` | +| 688017.SH | 绿的谐波 | 上交所 | CNY | 340.5400 | 2026-08-05 | 31.6915—72.8905 | 144.5662 | 明显偏贵 | 2026-08-04 | 974.55% | 367.19% | 12 | `ana-data/result/股票估值/20260805_leader_harmonic_valuation/绿的谐波价格合理性评估_20260804.md` | +| 688037.SH | 芯源微 | 上交所 | CNY | 298.9700 | 2026-08-05 | 28.4594—62.3396 | 122.1856 | 明显偏贵 | 2026-08-04 | 950.51% | 379.58% | 12 | `ana-data/result/股票估值/20260804_kingsemi_valuation/芯源微价格合理性评估_20260804.md` | +| 688063.SH | 派能科技 | 上交所 | CNY | 45.4900 | 2026-08-05 | 23.6700—60.4900 | 118.5604 | 基本合理 | 2026-08-04 | 92.18% | -24.80% | 5 | `ana-data/result/股票估值/20260805_pylontech_valuation/派能科技价格合理性评估_20260804.md` | +| 688072.SH | 拓荆科技 | 上交所 | CNY | 677.8800 | 2026-08-05 | 158.7075—347.6450 | 681.3842 | 偏贵 | 2026-08-04 | 327.13% | 94.99% | 10 | `ana-data/result/股票估值/20260804_piotech_valuation/拓荆科技价格合理性评估_20260804.md` | +| 688084.SH | 晶品特装 | 上交所 | CNY | 43.9200 | 2026-08-05 | 10.3200—25.8000 | 48.9125 | 偏贵 | 2026-08-04 | 325.58% | 70.23% | 1 | `ana-data/result/股票估值/20260805_jingpin_refresh_valuation/晶品特装价格合理性评估_20260804.md` | +| 688120.SH | 华海清科 | 上交所 | CNY | 243.0000 | 2026-08-05 | 101.2200—221.7200 | 434.5712 | 偏贵 | 2026-08-04 | 140.07% | 9.60% | 10 | `ana-data/result/股票估值/20260804_hwatsing_technology_valuation/华海清科价格合理性评估_20260804.md` | +| 688122.SH | 西部超导 | 上交所 | CNY | 54.7700 | 2026-08-05 | 35.0000—80.5000 | 152.6146 | 基本合理 | 2026-08-04 | 56.49% | -31.96% | 6 | `ana-data/result/股票估值/20260805_western_superconducting_valuation/西部超导价格合理性评估_20260804.md` | +| 688126.SH | 沪硅产业 | 上交所 | CNY | 25.5000 | 2026-08-05 | 6.1125—9.1688 | 12.7344 | 明显偏贵 | 2026-08-04 | 317.18% | 178.12% | 4 | `ana-data/result/股票估值/20260804_shanghai_silicon_valuation/沪硅产业价格合理性评估_20260804.md` | +| 688160.SH | 步科股份 | 上交所 | CNY | 116.2600 | 2026-08-05 | 20.5625—50.4467 | 97.1098 | 明显偏贵 | 2026-08-04 | 465.40% | 130.46% | 3 | `ana-data/result/股票估值/20260805_kinco_valuation/步科股份价格合理性评估_20260804.md` | +| 688165.SH | 埃夫特 | 上交所 | CNY | 17.5000 | 2026-08-05 | 2.7798—4.6330 | 6.9495 | 明显偏贵 | 2026-08-04 | 529.55% | 277.73% | 0 | `ana-data/result/股票估值/20260805_efort_valuation/埃夫特价格合理性评估_20260804.md` | +| 688233.SH | 神工股份 | 上交所 | CNY | 105.2500 | 2026-08-05 | 26.1161—64.0714 | 123.3375 | 偏贵 | 2026-08-04 | 303.01% | 64.27% | 7 | `ana-data/result/股票估值/20260804_thinkon_valuation/神工股份价格合理性评估_20260804.md` | +| 688268.SH | 华特气体 | 上交所 | CNY | 139.0000 | 2026-08-05 | 37.4688—91.9233 | 176.9524 | 偏贵 | 2026-08-04 | 270.98% | 51.21% | 6 | `ana-data/result/股票估值/20260804_huate_gas_valuation/华特气体价格合理性评估_20260804.md` | +| 688270.SH | ST臻镭 | 上交所 | CNY | 65.6500 | 2026-08-05 | 12.1644—26.8333 | 50.8714 | 明显偏贵 | 2026-08-04 | 439.69% | 144.66% | 0 | `ana-data/result/股票估值/20260805_zhenlei_valuation/ST臻镭价格合理性评估_20260804.md` | +| 688297.SH | 中无人机 | 上交所 | CNY | 41.2300 | 2026-08-05 | 5.1000—11.7300 | 22.2381 | 明显偏贵 | 2026-08-04 | 708.43% | 251.49% | 4 | `ana-data/result/股票估值/20260805_avic_uav_valuation/中无人机价格合理性评估_20260804.md` | +| 688322.SH | 奥比中光 | 上交所 | CNY | 109.0200 | 2026-08-05 | 22.6371—52.0654 | 103.2631 | 明显偏贵 | 2026-08-04 | 381.60% | 109.39% | 7 | `ana-data/result/股票估值/20260805_orbbec_valuation/奥比中光价格合理性评估_20260804.md` | +| 688347.SH | 华虹宏力 | 上交所 | CNY | 252.5000 | 2026-08-05 | 13.4679—30.9761 | 57.8220 | 明显偏贵 | 2026-08-04 | 1774.83% | 715.15% | 7 | `ana-data/result/股票估值/20260804_huahong_grace_valuation/华虹宏力价格合理性评估_20260804.md` | +| 688361.SH | 中科飞测 | 上交所 | CNY | 341.6000 | 2026-08-05 | 27.7266—66.8078 | 127.5422 | 明显偏贵 | 2026-08-04 | 1132.03% | 411.32% | 8 | `ana-data/result/股票估值/20260804_skyverse_valuation/中科飞测价格合理性评估_20260804.md` | +| 688371.SH | 菲沃泰 | 上交所 | CNY | 25.9600 | 2026-08-05 | 3.5625—9.5000 | 18.2875 | 明显偏贵 | 2026-08-04 | 628.70% | 173.26% | 1 | `ana-data/result/股票估值/20260804_favored_valuation/菲沃泰价格合理性评估_20260804.md` | +| 688392.SH | 骄成超声 | 上交所 | CNY | 134.4500 | 2026-08-05 | 56.2100—135.4393 | 258.5660 | 基本合理 | 2026-08-04 | 139.19% | -0.73% | 12 | `ana-data/result/股票估值/20260805_sonic_technology_refresh_valuation/骄成超声价格合理性评估_20260804.md` | +| 688409.SH | 富创精密 | 上交所 | CNY | 173.6400 | 2026-08-05 | 24.6375—60.4440 | 116.3547 | 明显偏贵 | 2026-08-04 | 604.78% | 187.27% | 6 | `ana-data/result/股票估值/20260804_futronics_valuation/富创精密价格合理性评估_20260804.md` | +| 688419.SH | 耐科装备 | 上交所 | CNY | 40.5200 | 2026-08-05 | 15.9856—36.9414 | 70.5245 | 偏贵 | 2026-08-04 | 153.48% | 9.69% | 0 | `ana-data/result/股票估值/20260804_naike_equipment_valuation/耐科装备价格合理性评估_20260804.md` | +| 688502.SH | 茂莱光学 | 上交所 | CNY | 372.9900 | 2026-08-05 | 48.6863—111.9784 | 222.0904 | 明显偏贵 | 2026-08-04 | 666.11% | 233.09% | 8 | `ana-data/result/股票估值/20260805_magnity_optics_valuation/茂莱光学价格合理性评估_20260804.md` | +| 688535.SH | 华海诚科 | 上交所 | CNY | 95.8500 | 2026-08-05 | 21.0000—56.0000 | 107.8000 | 偏贵 | 2026-08-04 | 356.43% | 71.16% | 1 | `ana-data/result/股票估值/20260804_sinoresin_valuation/华海诚科价格合理性评估_20260804.md` | +| 688543.SH | 国科军工 | 上交所 | CNY | 38.4900 | 2026-08-05 | 35.9700—82.7310 | 156.8442 | 基本合理 | 2026-08-04 | 7.01% | -53.48% | 8 | `ana-data/result/股票估值/20260805_guoke_military_refresh_valuation/国科军工价格合理性评估_20260804.md` | +| 688596.SH | 正帆科技 | 上交所 | CNY | 57.4200 | 2026-08-05 | 16.4062—40.2500 | 77.4813 | 偏贵 | 2026-08-04 | 249.99% | 42.66% | 2 | `ana-data/result/股票估值/20260804_gentech_valuation/正帆科技价格合理性评估_20260804.md` | +| 688610.SH | 埃科光电 | 上交所 | CNY | 143.4300 | 2026-08-05 | 36.6797—89.9875 | 173.2259 | 偏贵 | 2026-08-04 | 291.03% | 59.39% | 8 | `ana-data/result/股票估值/20260804_eco_vision_valuation/埃科光电价格合理性评估_20260804.md` | +| 688627.SH | 精智达 | 上交所 | CNY | 429.7000 | 2026-08-05 | 80.6400—194.3040 | 370.9440 | 明显偏贵 | 2026-08-04 | 432.86% | 121.15% | 5 | `ana-data/result/股票估值/20260804_semitronix_valuation/精智达价格合理性评估_20260804.md` | +| 688629.SH | 华丰科技 | 上交所 | CNY | 143.4400 | 2026-08-05 | 80.0846—117.9913 | 222.1012 | 偏贵 | 2026-08-03 | 79.11% | 21.57% | 9 | `ana-data/result/股票估值/20260804_huafeng_technology_valuation/华丰科技价格合理性评估_20260804.md` | +| 688630.SH | 芯碁微装 | 上交所 | CNY | 361.0000 | 2026-08-05 | 103.8975—250.3435 | 477.9285 | 偏贵 | 2026-08-04 | 247.46% | 44.20% | 15 | `ana-data/result/股票估值/20260804_cfmoto_lithography_valuation/芯碁微装价格合理性评估_20260804.md` | +| 688652.SH | 京仪装备 | 上交所 | CNY | 139.5000 | 2026-08-05 | 49.0770—118.2522 | 225.7542 | 偏贵 | 2026-08-04 | 184.25% | 17.97% | 6 | `ana-data/result/股票估值/20260804_jingyi_equipment_valuation/京仪装备价格合理性评估_20260804.md` | +| 688711.SH | 宏微科技 | 上交所 | CNY | 24.3000 | 2026-08-05 | 0.6600—1.5530 | 2.9896 | 明显偏贵 | 2026-08-04 | 3581.57% | 1464.67% | 0 | `ana-data/result/股票估值/20260805_macmic_valuation/宏微科技价格合理性评估_20260804.md` | +| 688716.SH | 中研股份 | 上交所 | CNY | 29.1000 | 2026-08-05 | 5.1000—12.7500 | 25.2875 | 明显偏贵 | 2026-08-04 | 470.59% | 128.24% | 1 | `ana-data/result/股票估值/20260805_china_peek_valuation/中研股份价格合理性评估_20260804.md` | +| 688981.SH | 中芯国际 | 上交所 | CNY | 125.4500 | 2026-08-05 | 18.0500—41.5150 | 77.4947 | 明显偏贵 | 2026-08-04 | 595.01% | 202.18% | 10 | `ana-data/result/股票估值/20260804_smic_valuation/中芯国际价格合理性评估_20260804.md` | +| 920185.BJ | 贝特瑞 | 北交所 | CNY | 21.4000 | 2026-08-05 | 13.4775—34.4425 | 67.5073 | 基本合理 | 2026-08-04 | 58.78% | -37.87% | 5 | `ana-data/result/股票估值/20260805_btr_valuation/贝特瑞价格合理性评估_20260804.md` | +| 920522.BJ | 纳科诺尔 | 北交所 | CNY | 22.6600 | 2026-08-05 | 26.4000—63.6114 | 121.4400 | 偏低 | 2026-08-04 | -14.17% | -64.38% | 7 | `ana-data/result/股票估值/20260805_nake_nuor_valuation/纳科诺尔价格合理性评估_20260804.md` | diff --git "a/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/latest_gaps.csv" "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/latest_gaps.csv" new file mode 100644 index 0000000..06613ff --- /dev/null +++ "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\344\274\260\345\200\274\345\217\260\350\264\246/latest_gaps.csv" @@ -0,0 +1,2 @@ +ticker,company,market,currency,status,reason,price_date,source +09880.HK,优必选,港交所,HKD,无法判定,本地前复权专表首版不覆盖港股,,trading_xuntou.cn_stock_kline_1d_front diff --git "a/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\347\233\256\345\275\225\350\257\264\346\230\216.md" "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\347\233\256\345\275\225\350\257\264\346\230\216.md" index 13c13e3..cc4bfb3 100644 --- "a/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\347\233\256\345\275\225\350\257\264\346\230\216.md" +++ "b/ana-data/result/\350\202\241\347\245\250\344\274\260\345\200\274/\347\233\256\345\275\225\350\257\264\346\230\216.md" @@ -36,4 +36,19 @@ - `20260804_batch_semiconductor_chain_valuation/`：用户截图中41只半导体设备、材料及相关产业链股票的横向汇总、机构利润和验收结果。 - 与上述批次配套的41个公司结果目录均以`20260804_*_valuation/`命名；完整公司、代码、结论和逐股入口见批次汇总。其中福晶科技是基于2026-08-04收盘价的增量复评，因此与2026-08-03基准的原结果并存。 +2026-08-05 六张图片批次： + +- `20260805_batch_six_images_valuation/`：83只股票总表、82只内地股票子表、机器结果和整批验收结果。 +- 与该批次配套的83个公司结果目录均以`20260805_*_valuation/`命名；完整公司、代码、机构2026年利润、基准区间、结论和逐股入口见`六张图片83只股票价格合理性评估批次汇总_20260805.md`。 +- 82只内地股票使用登记公开信源和V1统一内核；优必选（09880.HK）使用港交所法定披露、港股历史日K、逐家机构预测和港元口径单独建模。 +- 整批验收：83/83正式报告、快照、来源manifest和计算三件套齐全，16节齐全，QA错误0；业务警告保留在逐股报告。 + 标准公司结果包包含人工可读报告、估值快照、来源证据manifest以及`calculation/`下的V1底稿、结果和运行manifest。高德红外、长城军工属于历史人工报告；铖昌科技和晶品特装按形成时实际产物保留，不倒填后续标准包字段。 + +2026-08-05 新增 MySQL 每日台账及本地导出目录： + +- MySQL `stock_valuation`：由项目级台账工具从正式结构化结果包重建的本地运行库；只写四张业务表，数据库文件不进入 Git。旧 SQLite 试制文件已在 MySQL 125/136 核验通过后清理。 +- `估值台账/import_gaps.csv`：结构化导入缺口；重复同日低优先级版本会明确列为跳过，不猜测或覆盖正式版本。 +- `估值台账/latest.md`、`估值台账/latest.csv`：使用只读 `trading_xuntou.cn_stock_kline_1d_front` 的显式前复权完整日K生成；当前版本为2026-08-05收盘后的124只A股正式判定。 +- `估值台账/latest_gaps.csv`：记录未进入当日判定的标的及原因；当前为前复权专表不覆盖的`09880.HK 优必选`。 +- 工具和口径见 `../../../dev-doc/project-doc/股票估值每日台账.md`。 diff --git "a/ana-doc/\350\202\241\347\245\250\344\274\260\345\200\274/\347\233\256\345\275\225\345\257\274\350\257\273.md" "b/ana-doc/\350\202\241\347\245\250\344\274\260\345\200\274/\347\233\256\345\275\225\345\257\274\350\257\273.md" index f689187..66f66dd 100644 --- "a/ana-doc/\350\202\241\347\245\250\344\274\260\345\200\274/\347\233\256\345\275\225\345\257\274\350\257\273.md" +++ "b/ana-doc/\350\202\241\347\245\250\344\274\260\345\200\274/\347\233\256\345\275\225\345\257\274\350\257\273.md" @@ -16,6 +16,7 @@ |---|---| | `股票价格合理性评估专题导读.md` | 方法、数据、结果、代码、测试和复算的统一入口 | | `股票价格合理性评估操作手册.md` | 当前正式估值方法和操作口径 | +| `股票估值每日台账业务需求_v1.0.md` | 已有估值结果入库、每日收盘价刷新和当日估值判定的轻量开发需求 | | `附件/股票价格合理性评估操作手册_v1.0.docx` | 可分发的 Word 版本 | | `附件/股票价格合理性评估操作手册_v1.0.pdf` | 可分发的 PDF 版本 | @@ -37,4 +38,4 @@ - V1工程说明：`../../dev-doc/ana-doc/股票估值流水线说明.md` - V2工程说明：`../../dev-doc/project-doc/股票估值端到端协调层V2.md` -完整读取顺序、56家不同公司（57个估值日结果目录）、3个批次汇总和复算命令见 `股票价格合理性评估专题导读.md`。 +完整读取顺序、140个公司估值日结果目录、4个批次汇总和复算命令见 `股票价格合理性评估专题导读.md`。 diff --git "a/ana-doc/\350\202\241\347\245\250\344\274\260\345\200\274/\350\202\241\347\245\250\344\274\260\345\200\274\346\257\217\346\227\245\345\217\260\350\264\246\344\270\232\345\212\241\351\234\200\346\261\202_v1.0.md" "b/ana-doc/\350\202\241\347\245\250\344\274\260\345\200\274/\350\202\241\347\245\250\344\274\260\345\200\274\346\257\217\346\227\245\345\217\260\350\264\246\344\270\232\345\212\241\351\234\200\346\261\202_v1.0.md" new file mode 100644 index 0000000..df7fe01 --- /dev/null +++ "b/ana-doc/\350\202\241\347\245\250\344\274\260\345\200\274/\350\202\241\347\245\250\344\274\260\345\200\274\346\257\217\346\227\245\345\217\260\350\264\246\344\270\232\345\212\241\351\234\200\346\261\202_v1.0.md" @@ -0,0 +1,255 @@ +# 股票估值每日台账业务需求 v1.0 + +创建人员：`case_analysis.analyst.valuation` +文件职责：把已有股票估值结果结构化入库，并用每日完整交易日收盘价持续生成当日估值判定。 +管理规范/模板：`../../../common/pro-doc/需求规范.md`；`../../项目规范.md`；`../案例分析规范.md`。 +引用文件：`目录导读.md`；`股票价格合理性评估操作手册.md`；`../../ana-data/result/股票估值/目录说明.md`；`../../dev/project-dev/stock_valuation_pipeline_v2/README.md`。 +记录方式：用户确认的轻量开发需求输入；项目当前未启用独立需求体系，交由项目管理员调度日常开发池实现，并按开发体系完成必要验收。 + +## 1. 状态与目标 + +- 需求 ID：`DEV-STOCK-VALUATION-LEDGER-MVP-20260805-001` +- 来源：用户要求把公司、基准合理区间等估值字段存入数据库，便于检索和每日更新。 +- 语义确认：用户原话中的“每天的估价师发生变动”按上下文解释为“每天的股价发生变动”。 +- 需求状态：用户已确认；项目管理员已派给日常开发员，2026-08-05按用户补充要求将存储从SQLite改为本机MySQL。 +- 实施原则：快速落地、实用优先、不做过度设计。 + +目标是建立一个本地股票估值台账：合理区间在没有正式复评时保持不变，每个完整交易日只刷新收盘价，并自动回答“按最近一次正式估值区间，这只股票今天属于偏低、基本合理、偏贵还是明显偏贵”。 + +## 2. 首版范围 + +首版只实现以下最小闭环： + +1. 从现有标准估值结果包批量导入公司、代码、市场、币种、估值日、估值方法、悲观/基准/乐观区间、关键估值指标、机构预期和报告路径。 +2. 每日取得已有股票的最新完整交易日前复权收盘价。 +3. 使用最近一版有效估值区间计算每日判定。 +4. 把历史价格和每日判定写入数据库，支持按公司、代码、日期和判定检索。 +5. 生成一份人可读的最新总表和一份CSV导出。 +6. 新复评结果出现时，显式导入为新估值版本；旧版本保留，不能被每日价格更新覆盖。 + +## 3. 技术与落点 + +首版固定复用本机MySQL（`127.0.0.1:3306`）并使用轻量驱动`mysql.connector`，不另建数据库服务： + +- 代码：`dev/project-dev/stock_valuation_ledger/` +- 测试：`dev/project-dev/test/stock_valuation_ledger/` +- 工程说明：`dev-doc/project-doc/股票估值每日台账.md` +- 运行数据库：MySQL独立库`stock_valuation` +- 行情和证券主数据来源：只读MySQL库`trading_xuntou` +- Darkline事件拓扑：继续使用MySQL库`tianxia`，本工具不得读写其`dl_`表 +- 最新总表：`ana-data/result/股票估值/估值台账/latest.md` +- 最新CSV：`ana-data/result/股票估值/估值台账/latest.csv` +- 导入缺口：`ana-data/result/股票估值/估值台账/import_gaps.csv` + +`stock_valuation`已经建立，生产数据不进入Git；可复现的MySQL schema、最小迁移脚本、测试fixture和工程说明进入版本控制。连接主机、端口、用户、密码和库名从环境变量或本机配置读取，密码不得硬编码或写入仓库。`latest.md`、`latest.csv`是否提交由项目现有结果目录规则决定，首版不得每天产生大量Git文件。 + +## 4. 数据表 + +首版只使用四张业务表，不增加消息队列、缓存表、审计事件表或复杂状态机。 + +### 4.1 `security` + +| 字段 | 口径 | +|---|---| +| `ticker` | 主键；带市场后缀，如`300450.SZ`、`09880.HK` | +| `company` | 公司简称 | +| `market` | 上交所、深交所、北交所或港交所 | +| `currency` | `CNY`或`HKD` | +| `active` | 是否纳入每日更新，默认1 | +| `created_at`、`updated_at` | 数据库时间戳 | + +### 4.2 `valuation_version` + +| 字段 | 口径 | +|---|---| +| `valuation_id` | 主键；内容可稳定复现 | +| `ticker` | 外键到`security` | +| `valuation_date` | 正式估值基准日 | +| `method` | 主模型，如`PE`或`PB` | +| `pessimistic_low/high` | 悲观每股价值区间 | +| `base_low/high` | 基准每股价值区间 | +| `optimistic_low/high` | 乐观每股价值区间 | +| `normalized_profit` | 当时使用的归一化利润，可空 | +| `normalized_pe`、`pb`、`ps` | 当时估值指标，可空 | +| `consensus_year`、`consensus_profit`、`consensus_count` | 机构预期，可空 | +| `report_path` | 正式报告相对项目根目录路径 | +| `snapshot_path` | 标准估值快照路径 | +| `source_hash` | 快照或结果JSON哈希，用于幂等导入 | +| `active_from`、`active_to` | 该估值版本的有效区间；最新版本`active_to`为空 | +| `created_at` | 导入时间 | + +唯一约束：`ticker + valuation_date + source_hash`。 + +### 4.3 `daily_price` + +| 字段 | 口径 | +|---|---| +| `ticker`、`trade_date` | 联合主键 | +| `close` | 完整交易日前复权收盘价 | +| `currency` | 必须与证券币种一致 | +| `source_id` | 登记行情来源 | +| `source_timestamp` | 来源时间 | +| `ingested_at` | 写入时间 | + +### 4.4 `daily_judgement` + +| 字段 | 口径 | +|---|---| +| `ticker`、`trade_date` | 联合主键 | +| `valuation_id` | 当天使用的估值版本 | +| `close` | 当天收盘价冗余快照，便于查询 | +| `base_low/high`、`optimistic_high` | 当天采用的区间快照 | +| `label` | `偏低`、`基本合理`、`偏贵`、`明显偏贵` | +| `distance_to_base_low/high` | 当前价相对基准上下沿的百分比 | +| `computed_at` | 计算时间 | + +## 5. 输入合同 + +### 5.1 估值结果 + +从`ana-data/result/股票估值/`递归读取标准公司结果包： + +- `*估值快照_*.json` +- `calculation/valuation_results.json` +- 对应正式`*价格合理性评估_*.md` + +导入器必须优先使用结构化JSON，不从Markdown正文抓数字。相同公司存在多个估值日时全部保留，最新估值日成为当前有效版本。同一输入重复导入必须幂等。 + +无法结构化导入的历史人工报告不得猜测字段，写入`import_gaps.csv`。首版必须覆盖2026-08-05六张图片批次的83只股票，并覆盖当前标准结果包基线的全部125只证券、136个估值版本；如果正式结果包实际数量变化，以扫描结果和显式缺口清单为准，不以旧SQLite试制库作为迁移数据源。 + +### 5.2 每日行情 + +生产`daily`的唯一价格来源是只读`trading_xuntou.cn_stock_kline_1d_front`中的显式前复权、完整交易日日K；必须由专表身份、字段schema和行级时间共同证明来源口径，证据不足时失败关闭，不得读取`cn_stock_kline_1d`替代，不得调用或回退V2 provider及其网络行情： + +1. 只接受请求日及以前的最大有效完整交易日日K。 +2. 实时quote和盘中值不得作为生产`daily`输入；只有已经作为完整交易日日K落入`cn_stock_kline_1d_front`的记录才可读取。 +3. `cn_stock_kline_1d_front`只有在其最大行情日期满足请求日时才可作为价格来源；日期滞后时不得冒充当前价。 +4. 行情`symbol`必须与`stock_valuation.security.ticker`逐字一致并符合A股代码后缀；`cn_stock_instrument_static`可作辅助诊断，但因其当前缺少部分北交所证券，不作为生产`daily`硬依赖。 +5. 每条价格必须保存来源和来源时间，`source_id`固定包含`trading_xuntou.cn_stock_kline_1d_front`和`front`口径。 + +## 6. 输出与查询 + +CLI模块名固定为`stock_valuation_ledger`，至少提供： + +```powershell +python -m stock_valuation_ledger init --results-root ana-data/result/股票估值 --database stock_valuation +python -m stock_valuation_ledger daily --as-of latest +python -m stock_valuation_ledger list --date latest +python -m stock_valuation_ledger show --ticker 300450.SZ +python -m stock_valuation_ledger export --date latest +``` + +`list`和`latest.md`至少展示：代码、公司、市场、币种、收盘价、交易日、基准合理区间、乐观上沿、当日判定、估值版本日期、距离基准上下沿、机构预期覆盖和正式报告路径。 + +`show`展示单股全部估值版本及每日价格/判定历史。`list`支持按`label`、`ticker`或公司名过滤。 + +## 7. 核心流程 + +### 7.1 首次初始化 + +1. 检查MySQL连接与`stock_valuation`四表schema；缺表时仅由`init`按版本化SQL创建，不静默创建其他数据库。 +2. 扫描现有标准估值结果包。 +3. 幂等写入证券和估值版本。 +4. 为每只股票选择最新有效估值版本。 +5. 输出导入数量、跳过数量和缺口清单。 + +### 7.2 每日更新 + +1. 读取所有`active=1`证券。 +2. 并发取得请求日以前的最新完整日K。 +3. 在一个数据库事务中幂等写入`daily_price`。 +4. 找到交易日当天有效的最近估值版本。 +5. 计算并幂等写入`daily_judgement`。 +6. 原子更新`latest.md`和`latest.csv`。 +7. 输出成功、无新交易日、失败和缺估值版本的数量。 + +单只行情失败不得阻止其他股票更新；失败证券列在命令结果中，旧价格不能改标为新日期。 + +### 7.3 新复评结果 + +新估值报告完成后再次执行`init`或等价`import-valuations`命令： + +1. 新增估值版本。 +2. 关闭该股票上一版本的`active_to`。 +3. 次日起每日判定使用新版本。 +4. 历史每日判定不反向重算，除非显式执行只读模拟或用户明确要求重建。 + +每日行情更新绝不能修改任何估值区间。 + +## 8. 判定规则 + +固定使用正式V1结论口径，不在台账中发明第二套估值公式： + +| 条件 | 判定 | +|---|---| +| `close < base_low` | 偏低 | +| `base_low <= close <= base_high` | 基本合理 | +| `base_high < close <= optimistic_high` | 偏贵 | +| `close > optimistic_high` | 明显偏贵 | + +边界值按上表闭区间执行。币种必须一致，区间缺失或币种不一致时该股票当日判定失败，不允许猜测。 + +## 9. 失败处理 + +- 数据库不存在或连接失败：所有命令给出明确提示并停止；生产库由已授权的初始化动作创建，业务命令不得隐式新建数据库。 +- 必需区间缺失、上下沿反转、同一有效期存在两个估值版本：阻止该股票判定并报告。 +- 行情无新交易日：状态为`NO_NEW_TRADING_DAY`，不视为失败。 +- `trading_xuntou`连接失败或schema证明失败：本次`daily`整体失败关闭；单只证券缺少合格日K或行级时间证据时，只跳过并报告该证券，不写伪数据，也不影响其他合格证券。 +- 数据库写入失败：事务回滚，不能留下价格已更新但判定未更新的半状态。 +- 导出失败：数据库提交结果保留，命令返回非零并指出导出失败。 + +## 10. 每日运行方式 + +开发交付一个`run_daily.ps1`，用于在项目根目录运行每日命令并留下简短日志。可以同时提供Windows计划任务安装示例，但不得在开发或测试期间自动安装系统计划任务。 + +建议正式运行时间为交易日18:00以后；真正安装计划任务属于一次性运行配置，由用户或项目管理员在工具验收后执行。 + +## 11. 不做事项 + +首版明确不做： + +- 不做网页、GUI、REST API、后台服务或多用户权限。 +- 不做盘中实时估值；只用完整交易日收盘价。 +- 不自动修改合理区间、估值倍数、利润预测或正式报告。 +- 不做重大事件自动监控和自动复评。 +- 不做交易指令、仓位、买卖点、止损或收益承诺。 +- 不接付费、登录态或需要新增凭据的provider。 +- 不把`stock_valuation`扩展成通用证券主数据平台，也不把估值台账写进`tianxia`或`trading_xuntou`。 +- 不保留SQLite兼容后端；旧`stock_valuation.sqlite3`只用于迁移数量核对，MySQL导入校验通过后按明确文件路径清理。 +- 不为首版增加消息队列、ORM、迁移框架或复杂审计协议。 + +## 12. 验收标准 + +### 12.1 主流程必过 + +1. 空测试库按schema初始化成功，四张表、外键和唯一约束正确；测试不得清空或覆盖生产库`stock_valuation`。 +2. 当前标准结果包基线的125只证券、136个估值版本全部成功导入，其中必须覆盖2026-08-05六张图片批次83只股票；无重复证券和重复估值版本。若正式结果包扫描结果变化，差异必须逐项进入导入摘要或`import_gaps.csv`。 +3. 使用离线行情fixture运行`daily`后，全部已导入且具备有效估值区间的证券均生成正确判定；四个判定边界各至少有一个测试。 +4. 重复执行`init`和`daily`不增加重复行，不改变已有历史数据。 +5. 每日价格变化时，估值区间和估值版本哈希保持不变。 +6. 新估值版本导入后只影响其生效日以后的判定，历史结果不被改写。 +7. 单只行情失败不影响其他股票，失败证券不写新日期数据。 +8. `latest.md`、`latest.csv`和`list/show`结果与数据库一致。 +9. 价格来源日期不得晚于请求日，也不得把旧价标成新交易日。 +10. 项目现有V1/V2测试不退化。 +11. 代码、命令和运行配置中不存在SQLite双后端；MySQL数据核验通过后，旧SQLite运行文件按明确路径完成清理。 + +### 12.2 实用性目标 + +- 200只股票的暖库查询应在1秒内完成。 +- 本机MySQL正常可用时，200只股票每日更新应在2分钟内完成。 +- 用户从`latest.md`或`list`能直接看到全部已入库公司的当前价、合理区间和当日判定，不需要逐份打开估值报告。 + +## 13. 上游一致性检查 + +- 需求方案文档：不适用；这是单一台账工具的第一版轻量需求，不需要另建方案。 +- 架构、模块说明、核心流程三大文档：不适用；单进程CLI、一个独立MySQL库、四张表和一个每日流程已在本文唯一化，不属于第一版复杂系统。 +- 与操作手册一致：合理区间来自正式估值版本；每日股价属于必须刷新的时点数据；历史年报和已核实公式不重复搜索。 +- 与V1一致：判定边界和三情景区间直接复用V1结果，不复制估值公式。 +- 与V2时间边界一致：行情只接受请求日以前最大有效完整日K，不能把无时间戳的实时值冒充历史数据；价格口径按用户确认固定为`cn_stock_kline_1d_front`前复权，仅复用V2时间约束，不调用或回退V2 provider及网络行情。 +- 与项目边界一致：只输出条件化估值判定，不输出交易指令。 +- 无冲突、无待确认实现分支。 + +## 14. 验收与审核边界 + +本需求由用户直接确认并要求快速推进。项目当前未启用独立需求体系，因此本文作为股票价值评估角色提交给项目管理员的轻量业务需求输入；项目管理员负责从日常开发池选择一名空闲开发员，开发员不得扩大范围，代码质量由`dev.reviewer.project`按风险做必要审核，最终实用性由用户和本角色普通验收。 -- Gitblit v1.9.3