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migrate: last 4 JSON files — live_prices, market, mtf_cache, capital_flow → DB

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知微
2026-07-03 13:44:10 +08:00
parent 7cc0ea0ef3
commit bb9b3922c9
27 changed files with 2064 additions and 1256 deletions
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data/candidate_pool.json
+194 -2
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@@ -1,6 +1,6 @@
{
"last_updated": "2026-07-03 11:32",
"total_candidates": 5,
"last_updated": "2026-07-03 13:42",
"total_candidates": 11,
"sectors_analyzed_today": [
"半导体",
"金属新材料",
@@ -503,6 +503,198 @@
"drop_reason": null,
"trend_warning": false,
"trend_note": ""
},
{
"code": "300124",
"name": "汇川技术",
"sector": "自动化设备",
"xiaoguo_score": 8.5,
"xiaoguo_reason": "工控龙头，PLC/伺服/机器人核心部件全覆盖，受益设备更新与新能源自动化需求，业绩确定性强，机构持仓集中。",
"xiaoguo_strategy": {
"entry_range": "58.00-62.00元",
"stop_loss": "54.00元",
"target": "72.00-78.00元"
},
"verified_price": 72.94,
"verified_change": 6.64,
"added_at": "2026-07-03 13:37",
"last_updated": "2026-07-03 13:37",
"num_observations": 1,
"score_history": [
{
"date": "2026-07-03 13:37",
"score": 8.5
}
],
"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": "002747",
"name": "埃斯顿",
"sector": "自动化设备",
"xiaoguo_score": 7.5,
"xiaoguo_reason": "国产工业机器人第一梯队，核心零部件自研率高，政策扶持明确，但短期毛利率承压，适合波段操作。",
"xiaoguo_strategy": {
"entry_range": "18.00-20.00元",
"stop_loss": "16.50元",
"target": "24.00-26.00元"
},
"verified_price": 44.77,
"verified_change": 10.0,
"added_at": "2026-07-03 13:37",
"last_updated": "2026-07-03 13:37",
"num_observations": 1,
"score_history": [
{
"date": "2026-07-03 13:37",
"score": 7.5
}
],
"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": "300607",
"name": "拓斯达",
"sector": "自动化设备",
"xiaoguo_score": 7.0,
"xiaoguo_reason": "自动化产线集成+机器人双轮驱动，市值适中弹性大，AI视觉与协作机器人布局进展快，但业绩波动性较高。",
"xiaoguo_strategy": {
"entry_range": "12.00-13.50元",
"stop_loss": "11.00元",
"target": "16.00-18.00元"
},
"verified_price": 52.92,
"verified_change": 13.46,
"added_at": "2026-07-03 13:37",
"last_updated": "2026-07-03 13:37",
"num_observations": 1,
"score_history": [
{
"date": "2026-07-03 13:37",
"score": 7.0
}
],
"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": "601689",
"name": "拓普集团",
"sector": "汽车零部件",
"xiaoguo_score": 8.5,
"xiaoguo_reason": "特斯拉/华为核心供应商，智能底盘+轻量化双轮驱动，Q2业绩预期强劲，资金持续加仓，技术面突破年线后回踩确认支撑。",
"xiaoguo_strategy": {
"entry_range": "58.5-60.2",
"stop_loss": "56.0",
"target": "68.0-72.0"
},
"verified_price": 62.43,
"verified_change": 10.01,
"added_at": "2026-07-03 13:40",
"last_updated": "2026-07-03 13:40",
"num_observations": 1,
"score_history": [
{
"date": "2026-07-03 13:40",
"score": 8.5
}
],
"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": "002126",
"name": "银轮股份",
"sector": "汽车零部件",
"xiaoguo_score": 8.0,
"xiaoguo_reason": "热管理龙头，绑定比亚迪/理想/海外车企，订单饱满，估值合理，趋势稳健，机构持仓集中，适合中线波段。",
"xiaoguo_strategy": {
"entry_range": "24.8-25.5",
"stop_loss": "23.5",
"target": "29.0-31.0"
},
"verified_price": 53.39,
"verified_change": 5.76,
"added_at": "2026-07-03 13:40",
"last_updated": "2026-07-03 13:40",
"num_observations": 1,
"score_history": [
{
"date": "2026-07-03 13:40",
"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": "603596",
"name": "伯特利",
"sector": "汽车零部件",
"xiaoguo_score": 8.2,
"xiaoguo_reason": "线控制动市占率领先，智能驾驶渗透率提升直接受益，研发壁垒高，技术面放量突破平台，资金介入明显。",
"xiaoguo_strategy": {
"entry_range": "42.0-43.5",
"stop_loss": "40.0",
"target": "48.0-52.0"
},
"verified_price": 27.65,
"verified_change": 9.98,
"added_at": "2026-07-03 13:40",
"last_updated": "2026-07-03 13:40",
"num_observations": 1,
"score_history": [
{
"date": "2026-07-03 13:40",
"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": ""
}
]
}