自选股自动重评机制+000850华茂股份全面重评

1. stale_detector新增自选股买入区偏离自动重评:
   - 每轮扫描watchlist_stocks, price偏离买入区中心>15%自动触发per_stock_reassess
   - 之前只标记[STRATEGY_STALE]不输出,改为标记+触发重评两步完成
   - 策略完毕直接输出结果,不再等下次cron通知

2. 000850华茂股份全面重评:
   - 核心价值:纺织是壳,金融股权投资才是核心(国泰海通/广发/徽商银行)
   - PB=0.78破净, 7月3日分红3675万占年净利17.85%
   - 7/16临时股东会催化剂
   - 结论:3.70~3.90区间可建仓1~2%,止损3.50,止盈4.30
   - 修复:之前说'观望不建仓'是错的,低估了破净安全垫

3. watchlist_stocks DB加000850记录

scripts/stale_detector.py

@@ -107,6 +107,51 @@ def main():
         print("[SILENT] 无需要检查的策略")
         return 0
 
+    # ----- 自选股买入区偏离自动重评 (2026-07-07 fix: 不只标记, 直接触发) -----
+    try:
+        import subprocess, sqlite3
+        db = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
+        db.row_factory = sqlite3.Row
+        wl_stocks = db.execute(
+            "SELECT code, name, price, entry_low, entry_high, analysis_json "
+            "FROM watchlist_stocks WHERE is_active=1 AND entry_low IS NOT NULL"
+        ).fetchall()
+        db.close()
+        reassess_scripts = []
+        for ws in wl_stocks:
+            code, name, wl_price, wl_el, wl_eh, wl_aj = ws
+            if not wl_el or not wl_el or wl_el <= 0:
+                continue
+            center = (wl_el + wl_eh) / 2
+            # 从 decisions 拿实时价
+            price_map = fetch_prices([code])
+            cur_price = price_map.get(code, (None, None))[0]
+            if not cur_price or cur_price <= 0:
+                continue
+            drift = (cur_price / center - 1) * 100
+            if abs(drift) > 15:
+                reassess_scripts.append(code)
+                print(f"[AUTO_REASSESS] {name}({code}) 价{cur_price:.2f}偏离买入区中心{center:.2f} {drift:+.0f}% → 触发重评")
+        if reassess_scripts:
+            # 调用 per_stock_reassess
+            reassess_path = None
+            for p in ['/home/hmo/MoFin/scripts/per_stock_reassess.py',
+                      '/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py']:
+                if os.path.exists(p):
+                    reassess_path = p
+                    break
+            if reassess_path:
+                for code in reassess_scripts:
+                    r = subprocess.run(['python3', reassess_path, '--code', code],
+                                     capture_output=True, text=True, timeout=60)
+                    out = r.stdout.strip()[:200] if r.stdout else ""
+                    err = r.stderr.strip()[:200] if r.stderr else ""
+                    print(f"  → {code}: exited={r.returncode} {out} {('err='+err) if err else ''}")
+                    print(f"  → {code}: 重评完成")
+    except Exception as e:
+        print(f"[AUTO_REASSESS FAIL] {e}")
+    # ----- 结束 自选股重评 -----
+
     # ----- 组合级监测：读取总仓位 + 弱势比例 -----
     position_pct = 0
     cash = 0
@@ -188,10 +233,12 @@ def main():
                     issues.append(f"[PUSH] 价{price:.2f}入买入区{el}~{eh}")
             elif price > eh * 1.35:
                 flags.append("[WL_HIGH]")
-                issues.append(f"价{price:.2f}高出买入区+{((price/eh)-1)*100:.0f}%，买入区需重评")
+                flags.append("[STRATEGY_STALE]")
+                issues.append(f"[STRATEGY_STALE] 价{price:.2f}高出买入区+{((price/eh)-1)*100:.0f}%，买入区需重评")
             elif price > eh * 1.20:
                 flags.append("[WL_DRIFT]")
-                issues.append(f"价{price:.2f}高于买入区+{((price/eh)-1)*100:.0f}%")
+                flags.append("[STRATEGY_STALE]")
+                issues.append(f"[STRATEGY_STALE] 价{price:.2f}高出买入区+{((price/eh)-1)*100:.0f}%，买入区需重评")
         elif not is_wl and eh:
             dp = (price / eh - 1) * 100
             if dp > 35:

scripts/strategy_summary.py

@@ -0,0 +1,87 @@
+#!/usr/bin/env python3
+"""生成策略评估摘要"""
+import json
+
+with open('/home/hmo/web-dashboard/data/decisions.json') as f:
+    dec = json.load(f)
+with open('/home/hmo/MoFin/data/portfolio.json') as f:
+    pf = json.load(f)
+
+holdings = pf.get('holdings', [])
+cash = pf.get('cash', 321271)
+hk_rate = 0.867
+code_to_h = {h['code']: h for h in holdings}
+
+decisions = dec.get('decisions', [])
+hold_entries = [s for s in decisions if s.get('shares', 0) > 0]
+wl_entries = [s for s in decisions if s.get('shares', 0) == 0]
+
+hk_total_cny = 0
+a_total = 0
+for h in holdings:
+    mv = h['shares'] * h['price']
+    if h.get('currency') == 'HKD':
+        hk_total_cny += mv * hk_rate
+    else:
+        a_total += mv
+total_mv = hk_total_cny + a_total
+total_assets = total_mv + cash
+position_pct = total_mv / total_assets * 100
+
+weak_count = sum(1 for s in hold_entries if s.get('stock_category') in ('弱势','深套'))
+
+print(f'总市值: {total_mv:.0f} CNY (HK${hk_total_cny:.0f} A¥{a_total:.0f})')
+print(f'总资产: {total_assets:.0f} CNY')
+print(f'仓位: {position_pct:.1f}%  现金: {cash:.0f}')
+print(f'持仓: {len(hold_entries)}只  弱势/深套: {weak_count}只 ({weak_count/len(hold_entries)*100:.0f}%)')
+print(f'自选: {len(wl_entries)}只')
+print()
+
+print('【持仓详情】')
+for s in hold_entries:
+    code = s['code']
+    name = s['name']
+    shares = s['shares']
+    cost = s.get('cost', 0)
+    sl = s.get('stop_loss', 0)
+    tp = s.get('take_profit', 0)
+    cat = s.get('stock_category', '?')
+    sig = s.get('timing_signal', '?')
+    
+    h = code_to_h.get(code)
+    price = h['price'] if h else 0
+    if h and h.get('currency') == 'HKD':
+        mv_val = h['shares'] * h['price'] * hk_rate
+    else:
+        mv_val = h['shares'] * h['price'] if h else 0
+    pl_pct = (price - cost) / cost * 100 if cost else 0
+    pct = mv_val / total_assets * 100
+    sl_dist = (price / sl - 1) * 100 if sl > 0 else 0
+    tp_dist = (tp / price - 1) * 100 if tp > 0 else 0
+    
+    flags = []
+    if sl_dist < 5:
+        if pl_pct > 5:
+            flags.append('利润保护')
+        else:
+            flags.append(f'⚠️近止损({sl_dist:.0f}%)')
+    if tp_dist < 5 and tp_dist > 0:
+        flags.append('近止盈')
+    if cat in ('弱势','深套'):
+        flags.append(f'[{cat}]')
+    
+    flag_str = ' '.join(flags) if flags else ''
+    print(f'  {code} {name:10s} ¥{price:>7.2f} 浮{pl_pct:+.1f}% 仓{pct:.1f}% 损{sl}({sl_dist:.0f}%) 盈{tp}({tp_dist:.0f}%) {flag_str}')
+
+print()
+print('【自选关注】')
+for s in wl_entries:
+    code = s['code']
+    name = s['name']
+    el = s.get('entry_low', 0)
+    eh = s.get('entry_high', 0)
+    sl = s.get('stop_loss', 0)
+    price = s.get('price', 0)
+    sig = s.get('timing_signal', '?')
+    in_zone = '✅在买入区' if el and eh and price and el <= price <= eh else ''
+    print(f'  {code} {name:10s} ¥{price:>7.2f} 买区{el}~{eh} 损{sl} 信号{sig} {in_zone}')

scripts/sync_decisions_to_db.py

@@ -0,0 +1,92 @@
+#!/usr/bin/env python3
+"""将 decisions.json 全量同步到 SQLite holding_strategies 表"""
+import json, sqlite3, sys
+
+DECISIONS_PATH = '/home/hmo/web-dashboard/data/decisions.json'
+DB_PATH = '/home/hmo/web-dashboard/data/mofin.db'
+
+def main():
+    # 读 decisions.json
+    with open(DECISIONS_PATH) as f:
+        data = json.load(f)
+    entries = data.get('decisions', [])
+    print(f'Read {len(entries)} entries from decisions.json')
+    
+    db = sqlite3.connect(DB_PATH)
+    
+    # 先清空 holding_strategies（全量重建更干净）
+    db.execute('DELETE FROM holding_strategies')
+    
+    inserted = 0
+    for d in entries:
+        code = d.get('code')
+        if not code:
+            continue
+        
+        # 从 decisions.json 提取字段，映射到 DB schema
+        sql = '''INSERT INTO holding_strategies (
+            code, name, version, price, cost, shares,
+            stop_loss, take_profit, entry_low, entry_high,
+            currency, strategy_type, action, timing_signal,
+            rr_ratio, tech_snapshot, stock_category, sector_context,
+            status, trigger_json, changelog_json, source, reason,
+            created_at, updated_at,
+            avg_price, decision_timestamp, note, decision_type
+        ) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)'''
+        
+        # 确定 type/strategy_type
+        stype = d.get('strategy_type') or d.get('type') or '持仓策略'
+        # decision_type = d.get('decision_type') or stype
+        decision_type = stype
+        
+        vals = (
+            code,
+            d.get('name', ''),
+            d.get('version', 1),
+            d.get('price'),
+            d.get('cost'),
+            d.get('shares', 0),
+            d.get('stop_loss'),
+            d.get('take_profit'),
+            d.get('entry_low'),
+            d.get('entry_high'),
+            d.get('currency', 'CNY' if code.startswith(('6','0','3','5')) else 'HKD'),
+            stype,
+            d.get('action', ''),
+            d.get('timing_signal', ''),
+            d.get('rr_ratio'),
+            d.get('tech_snapshot'),
+            d.get('stock_category'),
+            d.get('sector_context'),
+            d.get('status', 'active'),
+            json.dumps(d.get('trigger', {}), ensure_ascii=False) if d.get('trigger') else d.get('trigger_json'),
+            json.dumps(d.get('changelog', []), ensure_ascii=False) if d.get('changelog') else d.get('changelog_json'),
+            d.get('source', 'auto'),
+            d.get('reason'),
+            d.get('created_at'),
+            d.get('updated_at'),
+            d.get('avg_price'),
+            d.get('decision_timestamp') or d.get('timestamp'),
+            d.get('note'),
+            decision_type,
+        )
+        try:
+            db.execute(sql, vals)
+            inserted += 1
+        except Exception as e:
+            print(f'Error inserting {code} ({d.get("name")}): {e}')
+    
+    db.commit()
+    
+    # 验证
+    cnt = db.execute('SELECT COUNT(*) FROM holding_strategies').fetchone()[0]
+    active = db.execute('SELECT COUNT(*) FROM holding_strategies WHERE status IN ("active","updated")').fetchone()[0]
+    db.close()
+    
+    print(f'Synced: {inserted} rows inserted')
+    print(f'holding_strategies: {cnt} total, {active} active/updated')
+    
+    return 0 if inserted > 0 else 1
+
+if __name__ == '__main__':
+    sys.exit(main())