rerank,symbol,company_name,final_impact_score,event_beta_score,kline_confirmation_score,incremental_room_score,kline_state,crowding_risk,ret_5d_pct,ret_20d_pct,ret_60d_pct,close_vs_ma20_pct,dist_high_60d_pct,amount_20d_vs_60d_pct,near_limit_up_20d,darkline_readout
1,300346.SZ,南大光电,4.54,4.7,4.70,3.90,趋势强化,MEDIUM_HIGH,15.13,29.03,61.14,21.95,-4.88,52.47,1,光刻胶和电子特气对位日本材料优势，K线趋势仍在强化
2,300408.SZ,三环集团,4.34,4.6,5.00,2.60,主升高拥挤,HIGH,3.63,23.85,198.36,16.53,-1.82,90.09,3,电子陶瓷和MLCC对位日系被动元件，趋势极强但过热
3,688082.SH,盛美上海,4.26,4.9,4.90,1.70,趋势强化,HIGH,9.03,69.33,188.81,37.71,-4.62,55.99,2,清洗和电镀设备对位日本清洗设备断点，订单替代弹性高
4,688126.SH,沪硅产业,4.24,4.8,3.70,3.90,趋势延续,MEDIUM_HIGH,3.45,8.82,89.37,10.43,-6.69,75.08,3,硅片是晶圆制造底层材料，日本供应风险直接推二供
5,688037.SH,芯源微,4.21,5.0,3.60,3.50,趋势强化,MEDIUM_HIGH,13.63,26.59,94.06,24.94,-4.58,12.13,1,涂胶显影和清洗设备对位日本强项，事件命中度最高
6,002747.SZ,埃斯顿,4.12,4.0,4.70,3.40,趋势强化,MEDIUM_HIGH,1.01,30.19,83.16,11.88,-7.59,99.16,1,工业机器人和伺服对位日系机器人链，量能明显放大
7,002371.SZ,北方华创,4.12,4.4,4.10,3.50,趋势强化,MEDIUM,10.67,21.09,76.17,20.06,-1.48,9.25,0,国产半导体设备平台，事件下机构承接最清晰但盘子较大
8,688017.SH,绿的谐波,3.97,4.1,4.30,3.10,修复二波,MEDIUM_HIGH,-4.17,23.68,108.36,6.75,-13.15,69.63,2,谐波减速器对位日本精密传动，已从高位回落后仍有二波弹性
9,000636.SZ,风华高科,3.88,4.5,5.00,0.50,主升高拥挤,HIGH,6.73,63.69,306.02,24.44,0.00,111.89,2,MLCC和被动元件方向已强显影，日本电子元件断点下高弹性但拥挤
10,300236.SZ,上海新阳,3.72,4.3,3.10,3.50,趋势延续,MEDIUM,7.35,11.87,48.43,14.34,-1.77,15.95,0,光刻胶和湿电子化学品，材料替代逻辑直接，趋势不过热
11,688012.SH,中微公司,3.54,3.9,3.40,3.00,趋势强化,MEDIUM_HIGH,10.87,31.35,30.60,26.07,-25.16,17.66,1,刻蚀平台公司，K线重新转强但日本断点直接度略低
12,688019.SH,安集科技,3.46,4.1,2.60,3.50,趋势延续,MEDIUM,9.17,15.41,8.68,17.06,-21.98,27.10,0,CMP材料受益材料安全，但K线强度弱于其他材料股
13,300124.SZ,汇川技术,2.19,3.8,0.00,2.40,弱势待触发,LOW_BUT_WEAK,-6.10,-12.57,-2.48,-6.48,-20.48,3.82,0,自动化替代逻辑成立，但当前K线在均线下方，需重新转强
14,601882.SH,海天精工,2.16,3.6,0.00,2.70,弱势待触发,LOW_BUT_WEAK,-9.39,-14.47,4.57,-6.70,-23.77,-1.95,0,机床替代逻辑成立，但K线和流动性最弱，需事件强催化
15,002594.SZ,比亚迪,2.01,3.4,0.00,2.40,弱势待触发,LOW_BUT_WEAK,-6.73,-14.27,-21.94,-9.31,-24.23,-18.23,0,汽车份额迁移是大逻辑，但当前K线弱，事件传导慢