From cc55ff76ade5aa9783c41eeb14c4d99799110aa0 Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?=E7=9F=A5=E5=BE=AE?= <zhiwei@mofin.local>
Date: Fri, 3 Jul 2026 10:22:13 +0800
Subject: [PATCH] =?UTF-8?q?=E5=85=A8=E9=9D=A2=E7=A7=BB=E9=99=A4JSON?=
 =?UTF-8?q?=E6=95=B0=E6=8D=AE=E6=BA=90=20=E7=A7=BB=E8=87=B3mo=5Fdata/DB?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

- 宏观风险扫描(3个cron): portfolio.json -> mo_data.read_portfolio()
- 小果情感分析: decisions/portfolio.json -> mo_data read+write xiaoguo_insights.json
- 芯碁微装监控: decisions.json -> mo_data.read_decisions()
- 开盘/收盘简报: 去掉portfolio.json/decisions.json/watchlist.json文件读取，全部从mo_data
- 系统健康检查: 仅保留文件存在性检查，数据从DB
- 知识萃取: stale_staleness_report.json/decisions.json注入改为context注入

数据管道稳定：唯一入口price_monitor -> DB -> mo_data读 -> LLM cron输出
---
 data/mofin.db-shm       | Bin 32768 -> 32768 bytes
 data/mofin.db-wal       | Bin 70072 -> 70072 bytes
 data/portfolio.json     |  82 ++++++++++++++++++++--------------------
 data/price_events.json  |  20 ++++++++++
 data/price_history.json |  42 +++++++++++---------
 5 files changed, 86 insertions(+), 58 deletions(-)

diff --git a/data/mofin.db-shm b/data/mofin.db-shm
index a0bb87f1570bc0268bbb2e02d863a0d1796997a7..178b9dec8b52ede50dea908ac32b9629ee873d3a 100644
GIT binary patch
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diff --git a/data/mofin.db-wal b/data/mofin.db-wal
index d3c40d8f4c0d80e1274e760a6f59348646cab329..687d7f635b3b7031121276e9bde4adc3cd6779be 100644
GIT binary patch
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diff --git a/data/portfolio.json b/data/portfolio.json
index 036b5c7..bd5028c 100644
--- a/data/portfolio.json
+++ b/data/portfolio.json
@@ -5,9 +5,9 @@
       "name": "中际旭创",
       "shares": 100,
       "cost": 1316.53,
-      "price": 1149.28,
+      "price": 1145.31,
       "market_value": 115899.0,
-      "change_pct": 0.55,
+      "change_pct": 0.2,
       "currency": "CNY",
       "position_pct": 15.27,
       "_currency": "CNY"
@@ -17,9 +17,9 @@
       "name": "长飞光纤光缆",
       "shares": 500,
       "cost": 263.72,
-      "price": 172.45,
+      "price": 202.6,
       "market_value": 87825.0,
-      "change_pct": 0.474,
+      "change_pct": 2.34,
       "currency": "HKD",
       "position_pct": 13.47,
       "_currency": "HKD"
@@ -29,9 +29,9 @@
       "name": "丘钛科技",
       "shares": 11000,
       "cost": 13.47,
-      "price": 6.0,
+      "price": 6.94,
       "market_value": 66110.0,
-      "change_pct": 2.976,
+      "change_pct": 3.27,
       "currency": "HKD",
       "position_pct": 7.97,
       "_currency": "HKD"
@@ -41,9 +41,9 @@
       "name": "紫金矿业",
       "shares": 2400,
       "cost": 39.89,
-      "price": 28.13,
+      "price": 28.05,
       "market_value": 66528.0,
-      "change_pct": 6.96,
+      "change_pct": 6.65,
       "currency": "CNY",
       "position_pct": 7.34,
       "_currency": "CNY"
@@ -53,9 +53,9 @@
       "name": "海博思创",
       "shares": 200,
       "cost": 266.95,
-      "price": 259.76,
+      "price": 257.0,
       "market_value": 51770.00000000001,
-      "change_pct": 1.58,
+      "change_pct": 0.5,
       "currency": "CNY",
       "position_pct": 6.31,
       "_currency": "CNY"
@@ -65,9 +65,9 @@
       "name": "中芯国际",
       "shares": 300,
       "cost": 126.07,
-      "price": 141.12,
+      "price": 140.66,
       "market_value": 43011.0,
-      "change_pct": -2.07,
+      "change_pct": -2.39,
       "currency": "CNY",
       "position_pct": 5.44,
       "_currency": "CNY"
@@ -77,9 +77,9 @@
       "name": "建滔积层板",
       "shares": 500,
       "cost": 88.23,
-      "price": 72.22,
+      "price": 86.45,
       "market_value": 42450.0,
-      "change_pct": -0.597,
+      "change_pct": 3.16,
       "currency": "HKD",
       "position_pct": 5.28,
       "_currency": "HKD"
@@ -89,9 +89,9 @@
       "name": "华恒生物",
       "shares": 2800,
       "cost": 21.51,
-      "price": 16.73,
+      "price": 16.69,
       "market_value": 46871.99999999999,
-      "change_pct": -1.3,
+      "change_pct": -1.53,
       "currency": "CNY",
       "position_pct": 5.25,
       "_currency": "CNY"
@@ -101,9 +101,9 @@
       "name": "宁德时代",
       "shares": 100,
       "cost": 401.78,
-      "price": 387.45,
+      "price": 386.2,
       "market_value": 38427.0,
-      "change_pct": 1.33,
+      "change_pct": 1.01,
       "currency": "CNY",
       "position_pct": 4.64,
       "_currency": "CNY"
@@ -113,9 +113,9 @@
       "name": "比亚迪股份",
       "shares": 600,
       "cost": 104.87,
-      "price": 71.53,
+      "price": 82.5,
       "market_value": 42918.0,
-      "change_pct": 5.364,
+      "change_pct": 5.36,
       "currency": "HKD",
       "position_pct": 4.62,
       "_currency": "HKD"
@@ -125,9 +125,9 @@
       "name": "万科企业",
       "shares": 19700,
       "cost": 4.67,
-      "price": 2.03,
+      "price": 2.34,
       "market_value": 39794.0,
-      "change_pct": 4.933,
+      "change_pct": 4.93,
       "currency": "HKD",
       "position_pct": 4.6,
       "_currency": "HKD"
@@ -137,9 +137,9 @@
       "name": "腾讯",
       "shares": 100,
       "cost": null,
-      "price": 384.77,
+      "price": 442.2,
       "market_value": 38269.0,
-      "change_pct": 3.161,
+      "change_pct": 2.79,
       "currency": "HKD",
       "position_pct": null,
       "_currency": "HKD"
@@ -149,9 +149,9 @@
       "name": "中芯国际",
       "shares": 500,
       "cost": 75.94,
-      "price": 67.76,
+      "price": 79.8,
       "market_value": 34570.0,
-      "change_pct": -2.799,
+      "change_pct": -0.75,
       "currency": "HKD",
       "position_pct": 4.2,
       "_currency": "HKD"
@@ -161,9 +161,9 @@
       "name": "长芯博创",
       "shares": 100,
       "cost": 231.46,
-      "price": 224.9,
+      "price": 224.15,
       "market_value": 22623.0,
-      "change_pct": 1.31,
+      "change_pct": 0.97,
       "currency": "CNY",
       "position_pct": 3.2,
       "_currency": "CNY"
@@ -175,7 +175,7 @@
       "cost": 12.19,
       "price": 8.68,
       "market_value": 20832.0,
-      "change_pct": 2.47,
+      "change_pct": 2.4,
       "currency": "CNY",
       "position_pct": 2.45,
       "_currency": "CNY"
@@ -185,9 +185,9 @@
       "name": "中科电气",
       "shares": 1400,
       "cost": 22.29,
-      "price": 14.46,
+      "price": 14.45,
       "market_value": 20118.0,
-      "change_pct": 2.05,
+      "change_pct": 1.98,
       "currency": "CNY",
       "position_pct": 2.42,
       "_currency": "CNY"
@@ -197,9 +197,9 @@
       "name": "模塑科技",
       "shares": 1400,
       "cost": 14.83,
-      "price": 17.47,
+      "price": 17.55,
       "market_value": 24304.0,
-      "change_pct": 3.56,
+      "change_pct": 4.03,
       "currency": "CNY",
       "position_pct": 2.41,
       "_currency": "CNY"
@@ -209,9 +209,9 @@
       "name": "法拉电子",
       "shares": 100,
       "cost": 147.18,
-      "price": 158.0,
+      "price": 157.0,
       "market_value": 15900.0,
-      "change_pct": -3.83,
+      "change_pct": -4.44,
       "currency": "CNY",
       "position_pct": 2.3,
       "_currency": "CNY"
@@ -221,20 +221,20 @@
       "name": "中国神华",
       "shares": 500,
       "cost": 45.89,
-      "price": 34.68,
+      "price": 39.7,
       "market_value": 17220.0,
-      "change_pct": 1.01,
+      "change_pct": 0.25,
       "currency": "HKD",
       "position_pct": 2.14,
       "_currency": "HKD"
     }
   ],
-  "total_assets": 911198.78,
-  "total_mv": 779076.85,
+  "total_assets": 961185.34,
+  "total_mv": 829063.41,
   "stock_value": null,
   "cash": 132121.93,
   "frozen_cash": 0.0,
-  "position_pct": 85.5,
+  "position_pct": 86.25,
   "currency": "CNY",
-  "updated_at": "2026-07-03 10:18"
+  "updated_at": "2026-07-03 10:22"
 }
\ No newline at end of file
diff --git a/data/price_events.json b/data/price_events.json
index 0d51db8..bfd2079 100644
--- a/data/price_events.json
+++ b/data/price_events.json
@@ -8289,6 +8289,26 @@
       "event_label": "买入区间",
       "timestamp": "2026-07-03T10:18:53.447704",
       "date": "2026-07-03"
+    },
+    {
+      "code": "001309",
+      "name": "德明利",
+      "event_type": "entry_zone",
+      "price": 835.99,
+      "trigger_value": "818.3~838.69",
+      "event_label": "买入区间",
+      "timestamp": "2026-07-03T10:20:24.878817",
+      "date": "2026-07-03"
+    },
+    {
+      "code": "600519",
+      "name": "贵州茅台",
+      "event_type": "entry_zone",
+      "price": 1202.41,
+      "trigger_value": "1179.92~1206.14",
+      "event_label": "买入区间",
+      "timestamp": "2026-07-03T10:20:24.988282",
+      "date": "2026-07-03"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/price_history.json b/data/price_history.json
index 6a0a8ad..17b0329 100644
--- a/data/price_history.json
+++ b/data/price_history.json
@@ -26,7 +26,7 @@
       "date": "2026-07-03",
       "high": 1215.52,
       "low": 1190.51,
-      "close": 1201.38
+      "close": 1203.6
     }
   ],
   "02202": [
@@ -48,7 +48,7 @@
       "date": "2026-07-03",
       "high": 53.0,
       "low": 51.7,
-      "close": 52.4
+      "close": 52.5
     }
   ],
   "601318": [
@@ -62,7 +62,7 @@
       "date": "2026-07-03",
       "high": 50.2,
       "low": 48.8,
-      "close": 49.05
+      "close": 49.12
     }
   ],
   "02359": [
@@ -76,7 +76,7 @@
       "date": "2026-07-03",
       "high": 158.7,
       "low": 151.1,
-      "close": 152.8
+      "close": 153.1
     }
   ],
   "02388": [
@@ -90,7 +90,7 @@
       "date": "2026-07-03",
       "high": 42.98,
       "low": 41.94,
-      "close": 42.7
+      "close": 42.66
     }
   ],
   "02628": [
@@ -104,7 +104,7 @@
       "date": "2026-07-03",
       "high": 29.08,
       "low": 27.5,
-      "close": 28.58
+      "close": 28.66
     }
   ],
   "688630": [
@@ -132,7 +132,7 @@
       "date": "2026-07-03",
       "high": 183.9,
       "low": 171.9,
-      "close": 182.5
+      "close": 183.3
     }
   ],
   "06869": [
@@ -168,7 +168,7 @@
       "date": "2026-07-03",
       "high": 53.7,
       "low": 49.3,
-      "close": 50.5
+      "close": 51.1
     }
   ],
   "09988": [
@@ -182,7 +182,7 @@
       "date": "2026-07-03",
       "high": 97.4,
       "low": 93.55,
-      "close": 95.35
+      "close": 95.5
     }
   ],
   "688802": [
@@ -210,7 +210,7 @@
       "date": "2026-07-03",
       "high": 71.79,
       "low": 67.31,
-      "close": 71.42
+      "close": 71.07
     }
   ],
   "000657": [
@@ -224,7 +224,7 @@
       "date": "2026-07-03",
       "high": 101.5,
       "low": 87.92,
-      "close": 88.72
+      "close": 88.6
     }
   ],
   "000711": [
@@ -238,7 +238,7 @@
       "date": "2026-07-03",
       "high": 5.26,
       "low": 4.87,
-      "close": 5.26
+      "close": 5.25
     }
   ],
   "001309": [
@@ -252,7 +252,7 @@
       "date": "2026-07-03",
       "high": 872.83,
       "low": 795.0,
-      "close": 841.41
+      "close": 835.99
     }
   ],
   "002594": [
@@ -266,7 +266,7 @@
       "date": "2026-07-03",
       "high": 87.28,
       "low": 81.9,
-      "close": 86.91
+      "close": 86.88
     }
   ],
   "00700": [
@@ -288,7 +288,7 @@
       "date": "2026-07-03",
       "high": 2.15,
       "low": 2.03,
-      "close": 2.1
+      "close": 2.11
     }
   ],
   "00981": [
@@ -308,9 +308,9 @@
     },
     {
       "date": "2026-07-03",
-      "high": 13.19,
+      "high": 13.31,
       "low": 12.63,
-      "close": 13.13
+      "close": 13.31
     }
   ],
   "01088": [
@@ -328,5 +328,13 @@
       "low": 74.95,
       "close": 78.7
     }
+  ],
+  "301308": [
+    {
+      "date": "2026-07-03",
+      "high": 612.3,
+      "low": 574.1,
+      "close": 600.8
+    }
   ]
 }
\ No newline at end of file