diff --git a/scripts/batch_reassess.py b/scripts/batch_reassess.py
index c262a63a..a79210fa 100644
--- a/scripts/batch_reassess.py
+++ b/scripts/batch_reassess.py
@@ -81,6 +81,9 @@ def collect_data(code):
 
 def build_prompt(data):
     """构建LLM prompt，要求输出完整策略"""
+    cash = 321271  # 可用现金（从DB读取）
+    total = 952879  # 总资产
+    
     return f"""你是一个资深A股分析师。请对{data['code']} {data.get('name','')}做一个完整的九维矩阵分析，并输出策略参数。
 
 当前数据：
@@ -92,6 +95,8 @@ PE={data.get('pe','?')}  市值={data.get('mcap','?')}亿
 当前信号：{data.get('timing_signal','?')}  分类：{data.get('stock_category','?')}
 原策略：{(data.get('action','') or '')[:200]}
 
+我的总资产={total}元，可用现金={cash}元。
+
 请严格按以下格式输出：
 
 ① 大盘×基本面 [一句话]
@@ -109,8 +114,13 @@ PE={data.get('pe','?')}  市值={data.get('mcap','?')}亿
 【买入区间】最低价~最高价
 【建议止损】数字
 【建议止盈】数字
-【建议仓位】总资产的百分之几（如8%），只写数字+%号，不要写文字描述"""
 
+【建议仓位】只有综合结论为"买入"时才输出此项。仓位计算公式：
+基础仓位按RR确定：RR<1.5→不推荐，RR1.5~3→8%，RR3~5→12%，RR5+→15%
+大盘偏弱×0.8，大盘偏强×1.15
+蓝筹/白马×1.2，成长×0.85，题材/短线×0.6
+最终仓位范围：5%~20%
+同时考虑：现金{cash}元足够买多少手。输出格式如"8%（约2手，XX元）"""
 def parse_response(text):
     """从LLM回复中提取策略参数"""
     result = {"signal": "", "entry_low": 0, "entry_high": 0, "stop_loss": 0, "take_profit": 0, "position": ""}
@@ -143,35 +153,18 @@ def parse_response(text):
             nums = re.findall(r'[\d.]+', l)
             if nums: result["take_profit"] = float(nums[0])
     
-    # 仓位（提取百分比）
-    for l in text.split("\n"):
-        if "建议仓位" in l:
-            nums = re.findall(r'[\d.]+', l)
-            pct = ""
-            if nums:
+    # 仓位：只有买入信号才需要，提取百分比数字
+    result["position"] = ""
+    if result["signal"] == "买入":
+        for l in text.split("\n"):
+            if "建议仓位" in l:
+                nums = re.findall(r'[\d.]+', l)
                 for n in nums:
                     f = float(n)
-                    if 1 <= f <= 100:
-                        pct = f"{f:.0f}%"
+                    if 1 <= f <= 30:  # 合理的仓位范围
+                        result["position"] = f"{f:.0f}%"
                         break
-            raw = l.replace("建议仓位","").strip()
-            if not pct:
-                if "轻仓" in raw: pct = "3%"
-                elif "中" in raw and "仓" in raw: pct = "5%"
-                elif "重仓" in raw: pct = "10%"
-                elif "清仓" in raw or "零仓" in raw or "不参与" in raw: pct = "0%"
-                else: pct = "5%"
-            # 信号与仓位一致性校验
-            if result["signal"] in ("观望", "卖出"):
-                pct = "0%"
-            elif result["signal"] == "关注":
-                # 关注信号仓位不超过5%
-                if pct and pct != "0%":
-                    pct_num = int(pct.replace("%",""))
-                    if pct_num > 5:
-                        pct = "5%"
-            result["position"] = pct
-            break
+                break
     
     return result