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fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

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修复清单：
- cron delivery修正：10个job从deliver=origin/all改为local，消除推送错误
- refresh_mtf_cache.py：替换strategy_lifecycle.PORTFOLIO_PATH导入为mofin_db直接读DB
- clean_watchlist.py：修复mo_data导入名错误和JSON硬编码路径
- MoFin/scripts/与profile scripts互相补全，双向sync到一致
- price_monitor.py：现金源从portfolio_summary表改为cash_log（Dad确认的现金权威）
- 更新watchlist.json加入000850华茂股份
This commit is contained in:
知微
2026-07-06 14:01:54 +08:00
parent 3e2f0315eb
commit 66962ae190
62 changed files with 23364 additions and 83 deletions
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data/candidate_pool.json
+286 -2
View File
@@ -1,6 +1,6 @@
{
"last_updated": "2026-07-03 15:40",
"total_candidates": 15,
"last_updated": "2026-07-06 13:59",
"total_candidates": 23,
"sectors_analyzed_today": [
"半导体",
"金属新材料",
@@ -831,6 +831,290 @@
"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "300015",
"name": "爱尔眼科",
"sector": "医疗服务",
"xiaoguo_score": 8,
"xiaoguo_reason": "眼科连锁龙头，门店网络与品牌壁垒深厚，业绩增速稳健，估值处于历史中低位，资金关注度回升。",
"xiaoguo_strategy": {
"entry_range": "19.5-20.5元",
"stop_loss": "18.8元",
"target": "23.5元"
},
"verified_price": 8.48,
"verified_change": -0.82,
"added_at": "2026-07-06 12:12",
"last_updated": "2026-07-06 13:22",
"num_observations": 3,
"score_history": [
{
"date": "2026-07-06 12:12",
"score": 8
},
{
"date": "2026-07-06 12:37",
"score": 8
},
{
"date": "2026-07-06 13:22",
"score": 8
}
],
"zhiwei_star": null,
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"promoted": false,
"promoted_at": null,
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"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "600763",
"name": "通策医疗",
"sector": "医疗服务",
"xiaoguo_score": 7,
"xiaoguo_reason": "口腔赛道核心标的，受宏观消费节奏影响短期承压，但区域扩张与单店盈利模型优化提供修复弹性，技术面呈筑底形态。",
"xiaoguo_strategy": {
"entry_range": "48.0-50.0元",
"stop_loss": "45.5元",
"target": "58.0元"
},
"verified_price": 35.82,
"verified_change": 0.39,
"added_at": "2026-07-06 12:12",
"last_updated": "2026-07-06 12:12",
"num_observations": 1,
"score_history": [
{
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"score": 7
}
],
"zhiwei_star": null,
"zhiwei_reviewed": false,
"zhiwei_reviewed_at": null,
"promoted": false,
"promoted_at": null,
"dropped": false,
"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "002044",
"name": "美年健康",
"sector": "医疗服务",
"xiaoguo_score": 7,
"xiaoguo_reason": "体检服务龙头，规模效应显著，疫后需求复苏+数字化运营降本增效，弹性较大但需跟踪单客价值修复进度。",
"xiaoguo_strategy": {
"entry_range": "10.5-11.2元",
"stop_loss": "9.8元",
"target": "13.0元"
},
"verified_price": 4.84,
"verified_change": -1.63,
"added_at": "2026-07-06 12:12",
"last_updated": "2026-07-06 13:22",
"num_observations": 3,
"score_history": [
{
"date": "2026-07-06 12:12",
"score": 7.5
},
{
"date": "2026-07-06 12:37",
"score": 7
},
{
"date": "2026-07-06 13:22",
"score": 7
}
],
"zhiwei_star": null,
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"promoted": false,
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"dropped": false,
"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "600036",
"name": "招商银行",
"sector": "银行",
"xiaoguo_score": 8.5,
"xiaoguo_reason": "零售业务护城河深，资产质量与ROE居同业前列，股息率稳定在5%以上，机构资金持续回流龙头，估值修复空间明确。",
"xiaoguo_strategy": {
"entry_range": "32.50-33.50元",
"stop_loss": "31.20元",
"target": "36.00-37.50元"
},
"verified_price": 37.48,
"verified_change": 1.76,
"added_at": "2026-07-06 12:17",
"last_updated": "2026-07-06 13:27",
"num_observations": 2,
"score_history": [
{
"date": "2026-07-06 12:17",
"score": 8
},
{
"date": "2026-07-06 13:27",
"score": 8.5
}
],
"zhiwei_star": null,
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"zhiwei_reviewed_at": null,
"promoted": false,
"promoted_at": null,
"dropped": false,
"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "002142",
"name": "宁波银行",
"sector": "银行",
"xiaoguo_score": 8.0,
"xiaoguo_reason": "城商行基本面标杆，不良率极低且拨备充足，财富管理与小微业务增长强劲，业绩弹性大，适合成长型配置。",
"xiaoguo_strategy": {
"entry_range": "24.00-25.00元",
"stop_loss": "22.80元",
"target": "28.50-30.00元"
},
"verified_price": 30.53,
"verified_change": 0.79,
"added_at": "2026-07-06 12:17",
"last_updated": "2026-07-06 13:27",
"num_observations": 2,
"score_history": [
{
"date": "2026-07-06 12:17",
"score": 7.5
},
{
"date": "2026-07-06 13:27",
"score": 8.0
}
],
"zhiwei_star": null,
"zhiwei_reviewed": false,
"zhiwei_reviewed_at": null,
"promoted": false,
"promoted_at": null,
"dropped": false,
"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "601288",
"name": "农业银行",
"sector": "银行",
"xiaoguo_score": 8.2,
"xiaoguo_reason": "国有大行中股息率领先（约6%+），PB处于历史低位，避险属性强，直接受益于化债推进与稳增长政策，资金承接力佳。",
"xiaoguo_strategy": {
"entry_range": "4.10-4.25元",
"stop_loss": "3.95元",
"target": "4.60-4.80元"
},
"verified_price": 5.92,
"verified_change": 0.34,
"added_at": "2026-07-06 12:17",
"last_updated": "2026-07-06 13:27",
"num_observations": 2,
"score_history": [
{
"date": "2026-07-06 12:17",
"score": 8.5
},
{
"date": "2026-07-06 13:27",
"score": 8.2
}
],
"zhiwei_star": null,
"zhiwei_reviewed": false,
"zhiwei_reviewed_at": null,
"promoted": false,
"promoted_at": null,
"dropped": false,
"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "000516",
"name": "国际医学",
"sector": "医疗服务",
"xiaoguo_score": 6.5,
"xiaoguo_reason": "区域综合医院龙头，DRG/DIP改革下运营效率持续改善，但业绩波动性较高，适合技术面配合的波段操作。",
"xiaoguo_strategy": {
"entry_range": "5.80-6.10元",
"stop_loss": "5.40元",
"target": "7.20元"
},
"verified_price": 3.99,
"verified_change": -0.25,
"added_at": "2026-07-06 12:37",
"last_updated": "2026-07-06 12:37",
"num_observations": 1,
"score_history": [
{
"date": "2026-07-06 12:37",
"score": 6.5
}
],
"zhiwei_star": null,
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"promoted": false,
"promoted_at": null,
"dropped": false,
"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "300244",
"name": "迪安诊断",
"sector": "医疗服务",
"xiaoguo_score": 7.5,
"xiaoguo_reason": "第三方医学检测龙头，受益于基层医疗扩容与ICL行业整合，现金流改善，估值具备安全边际。",
"xiaoguo_strategy": {
"entry_range": "10.8-11.5元",
"stop_loss": "10.2元",
"target": "13.8元"
},
"verified_price": 19.52,
"verified_change": -3.46,
"added_at": "2026-07-06 13:22",
"last_updated": "2026-07-06 13:22",
"num_observations": 1,
"score_history": [
{
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"score": 7.5
}
],
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"trend_warning": false,
"trend_note": ""
}
]
}