From f046e00dff100e7510089e4e568f2165ca8a199e Mon Sep 17 00:00:00 2001
From: Cai <cai@nbcai.cc>
Date: Thu, 20 Aug 2026 18:57:31 +0800
Subject: [PATCH] fix(valuation): use three-zone semiconductor ranking
---
mbx.project.yaml | 399 +++++++++++++++++++++++++++++++++++++++++++++++++++++++++
1 files changed, 399 insertions(+), 0 deletions(-)
diff --git a/mbx.project.yaml b/mbx.project.yaml
index 4e81684..a4a4eca 100644
--- a/mbx.project.yaml
+++ b/mbx.project.yaml
@@ -173,6 +173,114 @@
- mbx-file-governance
- mbx-human-workflow
- mbx-role-runtime
+- id: case_analysis.analyst.manual.secondary
+ system_id: case_analysis
+ role_key: analyst.manual.secondary
+ name: 人工案例分析员-2
+ provider: codex
+ workdir: .
+ ai_id: manual-case-analyst-2
+ ai_name: manual-case-analyst-2
+ ai_display_name: 人工案例分析员-2
+ private_dir: ai-manual-case-analyst-2
+ docs_to_read:
+ - 项目规范.md
+ - 项目配置清单.md
+ - 项目事项总纲.md
+ - ana-doc/目录导读.md
+ - ana-doc/案例分析规范.md
+ - ana-doc/案例总纲.md
+ - ana-doc/案例分析设计.md
+ - ana-doc/案例执行日志.md
+ - ana-doc/案例存储体系.md
+ permission:
+ mode: full_control
+ sandbox: danger-full-access
+ approval: never
+ bypass_sandbox_and_approvals: true
+ write_paths:
+ - ana-doc
+ - ana-data
+ - ai-manual-case-analyst-2
+ session:
+ mode: existing
+ id: 019ff986-6d72-7273-b58a-b7d4b0477d20
+ status: active
+ created_at: '2026-08-13T13:24:25+08:00'
+ updated_at: '2026-08-13T13:24:25+08:00'
+ created_by: human
+ provider: codex
+ delivery_mode: codex_app_native_thread
+ thread_id: 019ff986-6d72-7273-b58a-b7d4b0477d20
+ status: active
+ role_family: analyst
+ assigned_by: human
+ assignment_reason: 用户反馈现有一个人工案例分析员容量不足，新增第二个独立人工案例分析任务以并行承担日常案例研究。
+ target_scopes:
+ - ana-doc
+ - ana-data
+ - ai-manual-case-analyst-2
+ required_skills:
+ - mbx-governance
+ - mbx-case-analysis
+ - mbx-file-governance
+ - mbx-human-workflow
+ - mbx-role-runtime
+- id: case_analysis.analyst.valuation
+ system_id: case_analysis
+ role_key: analyst.valuation
+ name: 股票价值评估员
+ provider: codex
+ workdir: .
+ ai_id: valuation-analyst
+ ai_name: valuation-analyst
+ ai_display_name: 股票价值评估员
+ private_dir: ai-valuation-analyst
+ docs_to_read:
+ - 项目规范.md
+ - 项目配置清单.md
+ - 项目事项总纲.md
+ - ana-doc/目录导读.md
+ - ana-doc/案例分析规范.md
+ - ana-doc/股票估值/目录导读.md
+ - ana-doc/股票估值/股票价格合理性评估操作手册.md
+ permission:
+ mode: full_control
+ sandbox: danger-full-access
+ approval: never
+ bypass_sandbox_and_approvals: true
+ write_paths:
+ - ana-doc/股票估值
+ - ana-data/cases/股票估值
+ - ana-data/result/股票估值
+ - ana-data/tmp/股票估值
+ - ai-valuation-analyst
+ session:
+ mode: existing
+ id: 019fb338-fe89-7d52-9ba6-513e82de54d8
+ status: active
+ created_at: '2026-08-02T21:37:43+08:00'
+ updated_at: '2026-08-02T21:37:43+08:00'
+ created_by: human
+ provider: codex
+ delivery_mode: codex_app_native_thread
+ thread_id: 019fb338-fe89-7d52-9ba6-513e82de54d8
+ status: active
+ role_family: analyst
+ assigned_by: human
+ assignment_reason: 用户要求把既有股票价值评估任务纳入 project-info，并将其估值手册和历史评估成果归入正式案例分析目录。
+ target_scopes:
+ - ana-doc/股票估值
+ - ana-data/cases/股票估值
+ - ana-data/result/股票估值
+ - ana-data/tmp/股票估值
+ - ai-valuation-analyst
+ required_skills:
+ - mbx-governance
+ - mbx-case-analysis
+ - mbx-file-governance
+ - mbx-human-workflow
+ - mbx-role-runtime
- id: experiment.reviewer
system_id: experiment
role_key: reviewer
@@ -1243,6 +1351,56 @@
- mbx-governance
- mbx-file-governance
- mbx-role-runtime
+- id: case_analysis.video_downloader
+ system_id: case_analysis
+ role_key: video_downloader
+ name: 视频下载员
+ provider: codex
+ workdir: .
+ ai_id: video-downloader
+ ai_name: video-downloader
+ ai_display_name: 视频下载员
+ private_dir: ai-video-downloader
+ docs_to_read:
+ - 项目规范.md
+ - 项目配置清单.md
+ - 项目事项总纲.md
+ - ana-doc/案例分析规范.md
+ - ai-video-downloader/工作说明.md
+ permission:
+ mode: full_control
+ sandbox: danger-full-access
+ approval: never
+ bypass_sandbox_and_approvals: true
+ write_paths:
+ - ana-data/cases
+ - ana-data/tmp
+ - ana-data/news-*
+ - ai-video-downloader
+ session:
+ mode: existing
+ id: 019fcc5d-798f-7ea1-8325-3a4d1f2dc5a5
+ status: active
+ created_at: '2026-08-04T18:42:30+08:00'
+ updated_at: '2026-08-04T18:42:30+08:00'
+ created_by: management.admin
+ provider: codex
+ delivery_mode: codex_app_native_thread
+ thread_id: 019fcc5d-798f-7ea1-8325-3a4d1f2dc5a5
+ status: active
+ role_family: collector
+ assigned_by: management.admin
+ assignment_reason: 用户要求建立独立视频下载员并纳入 project-info；2026-08-04 进一步明确长期采集其已授权访问的 B 站关注博主动态，包括文章正文、图片和视频原件，视频转写仍交视频处理员。
+ target_scopes:
+ - ana-data/cases
+ - ana-data/tmp
+ - ana-data/news-*
+ - 'F:\video\<博主名>'
+ - ai-video-downloader
+ required_skills:
+ - mbx-governance
+ - mbx-file-governance
+ - mbx-role-runtime
- id: case_analysis.analyst.defense
system_id: case_analysis
role_key: analyst.defense
@@ -1365,6 +1523,126 @@
- mbx-file-governance
- mbx-human-workflow
- mbx-role-runtime
+- id: case_analysis.analyst.new_energy
+ system_id: case_analysis
+ role_key: analyst.new_energy
+ name: 新能源调研员
+ provider: codex
+ workdir: .
+ ai_id: newenergy-analyst
+ ai_name: newenergy-analyst
+ ai_display_name: 新能源调研员
+ private_dir: ai-newenergy-analyst
+ docs_to_read:
+ - 项目规范.md
+ - 项目配置清单.md
+ - 项目事项总纲.md
+ - ana-doc/目录导读.md
+ - ana-doc/案例分析规范.md
+ - ana-doc/案例审核规范.md
+ - ana-doc/案例存储体系.md
+ - ana-doc/新能源案例/目录导读.md
+ - ana-doc/新能源案例/案例分析规范.md
+ - ana-doc/新能源案例/案例审核规范.md
+ - ana-doc/新能源案例/案例存储体系.md
+ - ana-doc/新能源案例/案例分析设计.md
+ - ana-doc/新能源案例/案例执行日志.md
+ permission:
+ mode: full_control
+ sandbox: danger-full-access
+ approval: never
+ bypass_sandbox_and_approvals: true
+ write_paths:
+ - ana-doc/新能源案例
+ - ana-data/cases/新能源案例
+ - ana-data/result/新能源案例
+ - ana-data/img/新能源案例
+ - ana-data/tmp/新能源案例
+ - ai-newenergy-analyst
+ session:
+ mode: existing
+ id: 019fcc5d-4fdc-76c3-8117-2aae0ea396b1
+ status: active
+ created_at: '2026-08-04T18:42:30+08:00'
+ updated_at: '2026-08-04T18:42:30+08:00'
+ created_by: management.admin
+ provider: codex
+ delivery_mode: codex_app_native_thread
+ thread_id: 019fcc5d-4fdc-76c3-8117-2aae0ea396b1
+ status: active
+ assigned_by: management.admin
+ assignment_reason: 用户要求参照半导体、机器人和军工体系快速建立独立新能源案例分析体系；本角色负责新能源研究执行，不兼任审核。
+ target_scopes:
+ - ana-doc/新能源案例
+ - ana-data/cases/新能源案例
+ - ana-data/result/新能源案例
+ - ana-data/img/新能源案例
+ - ana-data/tmp/新能源案例
+ required_skills:
+ - mbx-governance
+ - mbx-case-analysis
+ - mbx-file-governance
+ - mbx-role-runtime
+- id: case_analysis.reviewer.new_energy
+ system_id: case_analysis
+ role_key: reviewer.new_energy
+ name: 新能源审核员
+ provider: codex
+ workdir: .
+ ai_id: newenergy-reviewer
+ ai_name: newenergy-reviewer
+ ai_display_name: 新能源审核员
+ private_dir: ai-newenergy-reviewer
+ docs_to_read:
+ - 项目规范.md
+ - 项目配置清单.md
+ - 项目事项总纲.md
+ - ana-doc/目录导读.md
+ - ana-doc/案例分析规范.md
+ - ana-doc/案例审核规范.md
+ - ana-doc/案例存储体系.md
+ - ana-doc/新能源案例/目录导读.md
+ - ana-doc/新能源案例/案例分析规范.md
+ - ana-doc/新能源案例/案例审核规范.md
+ - ana-doc/新能源案例/案例存储体系.md
+ - ana-doc/新能源案例/案例分析设计.md
+ - ana-doc/新能源案例/案例执行日志.md
+ - ana-doc/新能源案例/案例审计报告.md
+ - ana-doc/新能源案例/案例问题记录.md
+ permission:
+ mode: full_control
+ sandbox: danger-full-access
+ approval: never
+ bypass_sandbox_and_approvals: true
+ write_paths:
+ - ana-doc/新能源案例/案例审计报告.md
+ - ana-doc/新能源案例/案例问题记录.md
+ - ai-newenergy-reviewer
+ session:
+ mode: existing
+ id: 019fcc5d-6450-7f20-b0e3-b0119818ec36
+ status: active
+ created_at: '2026-08-04T18:42:30+08:00'
+ updated_at: '2026-08-04T18:42:30+08:00'
+ created_by: management.admin
+ provider: codex
+ delivery_mode: codex_app_native_thread
+ thread_id: 019fcc5d-6450-7f20-b0e3-b0119818ec36
+ status: active
+ audit_entry: ana-doc/新能源案例/案例审计报告.md
+ assigned_by: management.admin
+ assignment_reason: 用户要求建立与新能源调研分离的独立审核任务；本角色只审核新能源案例的实质设计和正式研究结果，不执行研究。
+ target_scopes:
+ - ana-doc/新能源案例
+ - ana-data/cases/新能源案例
+ - ana-data/result/新能源案例
+ reviewed_systems:
+ - case_analysis
+ required_skills:
+ - mbx-governance
+ - mbx-case-review
+ - mbx-file-governance
+ - mbx-role-runtime
- id: case_analysis.meeting_minutes_processor
system_id: case_analysis
role_key: meeting_minutes_processor
@@ -1444,13 +1722,18 @@
roles:
- case_analysis.analyst
- case_analysis.analyst.manual
+ - case_analysis.analyst.manual.secondary
+ - case_analysis.analyst.valuation
- case_analysis.reviewer
- case_analysis.analyst.cai
- case_analysis.reviewer.cai
- case_analysis.report_collector
- case_analysis.media_processor
+ - case_analysis.video_downloader
- case_analysis.analyst.defense
- case_analysis.reviewer.defense
+ - case_analysis.analyst.new_energy
+ - case_analysis.reviewer.new_energy
- case_analysis.meeting_minutes_processor
- id: experiment
name: 实验体系
@@ -1614,6 +1897,52 @@
provider: codex
delivery_mode: codex_app_native_thread
thread_id: 019fbddb-2bbf-7b41-a13e-099af77d2d6a
+ status: active
+- id: manual-case-analyst-2
+ name: 人工案例分析员-2
+ provider: codex
+ private_dir: ai-manual-case-analyst-2
+ role_instance_ids:
+ - case_analysis.analyst.manual.secondary
+ target_scopes:
+ - ana-doc
+ - ana-data
+ - ai-manual-case-analyst-2
+ permission_policy: role_union
+ session:
+ mode: existing
+ id: 019ff986-6d72-7273-b58a-b7d4b0477d20
+ status: active
+ created_at: '2026-08-13T13:24:25+08:00'
+ updated_at: '2026-08-13T13:24:25+08:00'
+ created_by: human
+ provider: codex
+ delivery_mode: codex_app_native_thread
+ thread_id: 019ff986-6d72-7273-b58a-b7d4b0477d20
+ status: active
+- id: valuation-analyst
+ name: 股票价值评估员
+ provider: codex
+ private_dir: ai-valuation-analyst
+ role_instance_ids:
+ - case_analysis.analyst.valuation
+ target_scopes:
+ - ana-doc/股票估值
+ - ana-data/cases/股票估值
+ - ana-data/result/股票估值
+ - ana-data/tmp/股票估值
+ - ai-valuation-analyst
+ permission_policy: role_union
+ session:
+ mode: existing
+ id: 019fb338-fe89-7d52-9ba6-513e82de54d8
+ status: active
+ created_at: '2026-08-02T21:37:43+08:00'
+ updated_at: '2026-08-02T21:37:43+08:00'
+ created_by: human
+ provider: codex
+ delivery_mode: codex_app_native_thread
+ thread_id: 019fb338-fe89-7d52-9ba6-513e82de54d8
status: active
- id: laoyan
name: 案例分析员
@@ -1862,6 +2191,30 @@
delivery_mode: codex_app_native_thread
thread_id: 019fb7a4-bdfd-79f2-bd6b-e67e2b7d8efd
status: active
+- id: video-downloader
+ name: 视频下载员
+ provider: codex
+ private_dir: ai-video-downloader
+ role_instance_ids:
+ - case_analysis.video_downloader
+ target_scopes:
+ - ana-data/cases
+ - ana-data/tmp
+ - ana-data/news-*
+ - 'F:\video\<博主名>'
+ - ai-video-downloader
+ permission_policy: role_union
+ session:
+ mode: existing
+ id: 019fcc5d-798f-7ea1-8325-3a4d1f2dc5a5
+ status: active
+ created_at: '2026-08-04T18:42:30+08:00'
+ updated_at: '2026-08-04T18:42:30+08:00'
+ created_by: management.admin
+ provider: codex
+ delivery_mode: codex_app_native_thread
+ thread_id: 019fcc5d-798f-7ea1-8325-3a4d1f2dc5a5
+ status: active
- id: junyan
name: 军工调研员
provider: codex
@@ -1908,6 +2261,52 @@
delivery_mode: codex_app_native_thread
thread_id: 019fb93f-899c-77a1-b0ea-a50d7eb5f2a4
status: active
+- id: newenergy-analyst
+ name: 新能源调研员
+ provider: codex
+ private_dir: ai-newenergy-analyst
+ role_instance_ids:
+ - case_analysis.analyst.new_energy
+ target_scopes:
+ - ana-doc/新能源案例
+ - ana-data/cases/新能源案例
+ - ana-data/result/新能源案例
+ - ana-data/img/新能源案例
+ - ana-data/tmp/新能源案例
+ permission_policy: role_union
+ session:
+ mode: existing
+ id: 019fcc5d-4fdc-76c3-8117-2aae0ea396b1
+ status: active
+ created_at: '2026-08-04T18:42:30+08:00'
+ updated_at: '2026-08-04T18:42:30+08:00'
+ created_by: management.admin
+ provider: codex
+ delivery_mode: codex_app_native_thread
+ thread_id: 019fcc5d-4fdc-76c3-8117-2aae0ea396b1
+ status: active
+- id: newenergy-reviewer
+ name: 新能源审核员
+ provider: codex
+ private_dir: ai-newenergy-reviewer
+ role_instance_ids:
+ - case_analysis.reviewer.new_energy
+ target_scopes:
+ - ana-doc/新能源案例
+ - ana-data/cases/新能源案例
+ - ana-data/result/新能源案例
+ permission_policy: role_union
+ session:
+ mode: existing
+ id: 019fcc5d-6450-7f20-b0e3-b0119818ec36
+ status: active
+ created_at: '2026-08-04T18:42:30+08:00'
+ updated_at: '2026-08-04T18:42:30+08:00'
+ created_by: management.admin
+ provider: codex
+ delivery_mode: codex_app_native_thread
+ thread_id: 019fcc5d-6450-7f20-b0e3-b0119818ec36
+ status: active
- id: meeting-minutes
name: 会议纪要整理员
provider: codex
--
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