{
  "last_updated": "2026-07-03 15:40",
  "total_candidates": 15,
  "sectors_analyzed_today": [
    "半导体",
    "金属新材料",
    "医疗服务",
    "元件",
    "消费电子",
    "自动化设备"
  ],
  "candidates": [
    {
      "code": "600111",
      "name": "北方稀土",
      "sector": "小金属",
      "xiaoguo_score": 7,
      "reason": "稀土配额管控趋严，价格企稳反弹，资金持续流入，周线级别底背离后放量上攻，趋势健康且具安全边际。",
      "entry_range": "49.00-52.00",
      "stop_loss": "47.00",
      "target": "58.00",
      "added_at": "2026-06-19 18:17",
      "last_updated": "2026-06-20 18:00",
      "num_observations": 3,
      "score_history": [
        {
          "date": "2026-06-19 18:17",
          "score": 8
        },
        {
          "date": "2026-06-20 04:00",
          "score": 8
        },
        {
          "date": "2026-06-20 18:00",
          "score": 7
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      ],
      "xiaoguo_strategy": {},
      "zhiwei_star": 4.0,
      "zhiwei_reviewed": true,
      "zhiwei_reviewed_at": "2026-06-20 04:00",
      "promoted": false,
      "promoted_at": null,
      "dropped": true,
      "drop_reason": "超7天未更新",
      "trend_warning": false,
      "trend_note": "今日小金属板块涨2.28%但资金净流出7.96亿，板块热度降温，暂持保留"
    },
    {
      "code": "002271",
      "name": "东方雨虹",
      "sector": "非金属材料Ⅱ",
      "xiaoguo_score": 4,
      "reason": "建材龙头估值修复，政策托底地产预期升温。但价格已大幅低于原入场区间，均线空头排列，需等待企稳信号。",
      "entry_range": "12.00-12.50",
      "stop_loss": "11.30",
      "target": "15.50",
      "added_at": "2026-06-19 18:17",
      "last_updated": "2026-06-20 18:00",
      "num_observations": 3,
      "score_history": [
        {
          "date": "2026-06-19 18:17",
          "score": 7
        },
        {
          "date": "2026-06-20 04:00",
          "score": 4
        },
        {
          "date": "2026-06-20 18:00",
          "score": 4
        }
      ],
      "xiaoguo_strategy": {},
      "zhiwei_star": null,
      "zhiwei_reviewed": true,
      "zhiwei_reviewed_at": "2026-06-20 04:00",
      "promoted": false,
      "promoted_at": null,
      "dropped": true,
      "drop_reason": "超7天未更新",
      "trend_warning": true,
      "trend_note": "连续3次评分下降（7→4→4），价格12.13附近，非金属材料板块大涨但该股未跟涨，板块内分化明显"
    },
    {
      "code": "002475",
      "name": "立讯精密",
      "sector": "元件",
      "xiaoguo_score": 8,
      "reason": "消费电子复苏+AI硬件布局，业绩确定性高，回调至20日均线获支撑，资金承接有力，安全边际较好。",
      "entry_range": "66.00-70.00",
      "stop_loss": "63.00",
      "target": "80.00",
      "added_at": "2026-06-19 18:17",
      "last_updated": "2026-06-20 18:00",
      "num_observations": 3,
      "score_history": [
        {
          "date": "2026-06-19 18:17",
          "score": 7
        },
        {
          "date": "2026-06-20 04:00",
          "score": 8
        },
        {
          "date": "2026-06-20 18:00",
          "score": 8
        }
      ],
      "xiaoguo_strategy": {},
      "zhiwei_star": 4.5,
      "zhiwei_reviewed": true,
      "zhiwei_reviewed_at": "2026-06-20 04:00",
      "promoted": true,
      "promoted_at": "2026-06-20 18:00",
      "dropped": true,
      "drop_reason": "超7天未更新",
      "trend_warning": false,
      "trend_note": ""
    },
    {
      "code": "600585",
      "name": "海螺水泥",
      "sector": "非金属材料Ⅱ",
      "xiaoguo_score": 5,
      "reason": "估值处于历史低位，博弈稳增长政策发力。非金属材料板块+4.99%领涨但该股跟涨力度不足，需等待右侧放量确认。",
      "entry_range": "17.50-18.50",
      "stop_loss": "16.50",
      "target": "21.00",
      "added_at": "2026-06-19 18:17",
      "last_updated": "2026-06-20 18:00",
      "num_observations": 3,
      "score_history": [
        {
          "date": "2026-06-19 18:17",
          "score": 6
        },
        {
          "date": "2026-06-20 04:00",
          "score": 4
        },
        {
          "date": "2026-06-20 18:00",
          "score": 5
        }
      ],
      "xiaoguo_strategy": {},
      "zhiwei_star": null,
      "zhiwei_reviewed": true,
      "zhiwei_reviewed_at": "2026-06-20 04:00",
      "promoted": false,
      "promoted_at": null,
      "dropped": true,
      "drop_reason": "超7天未更新",
      "trend_warning": false,
      "trend_note": "非金属材料板块大涨4.99%但该股仅小幅跟涨，板块龙头金戈新材+21.67%涨停，海螺属跟风品种"
    },
    {
      "code": "688981",
      "name": "中芯国际",
      "sector": "半导体",
      "xiaoguo_score": 8,
      "reason": "半导体板块单日净流入120.97亿领涨市场，个股放量上攻+4.45%，南向资金连续6日净买入，趋势完美且催化剂明确。",
      "entry_range": "135.00-142.00",
      "stop_loss": "128.00",
      "target": "165.00",
      "added_at": "2026-06-20 04:00",
      "last_updated": "2026-06-20 18:00",
      "num_observations": 2,
      "score_history": [
        {
          "date": "2026-06-20 04:00",
          "score": 8
        },
        {
          "date": "2026-06-20 18:00",
          "score": 8
        }
      ],
      "xiaoguo_strategy": {},
      "zhiwei_star": 5.0,
      "zhiwei_reviewed": true,
      "zhiwei_reviewed_at": "2026-06-20 04:00",
      "promoted": true,
      "promoted_at": "2026-06-20 18:00",
      "dropped": true,
      "drop_reason": "超7天未更新",
      "trend_warning": false,
      "trend_note": ""
    },
    {
      "code": "002371",
      "name": "北方华创",
      "sector": "半导体",
      "xiaoguo_score": 8,
      "reason": "半导体设备龙头，板块资金大幅流入120.97亿，个股趋势健康+2.39%，721元附近整理充分后启动，具备安全边际。",
      "entry_range": "700.00-725.00",
      "stop_loss": "680.00",
      "target": "800.00",
      "added_at": "2026-06-20 04:00",
      "last_updated": "2026-06-20 18:00",
      "num_observations": 2,
      "score_history": [
        {
          "date": "2026-06-20 04:00",
          "score": 8
        },
        {
          "date": "2026-06-20 18:00",
          "score": 8
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      ],
      "xiaoguo_strategy": {},
      "zhiwei_star": 4.5,
      "zhiwei_reviewed": true,
      "zhiwei_reviewed_at": "2026-06-20 04:00",
      "promoted": true,
      "promoted_at": "2026-06-20 18:00",
      "dropped": true,
      "drop_reason": "超7天未更新",
      "trend_warning": false,
      "trend_note": ""
    },
    {
      "code": "603259",
      "name": "药明康德",
      "sector": "医疗服务",
      "xiaoguo_score": 8,
      "reason": "完成25亿港元H股回购用于员工激励，彰显管理层信心。医疗服务板块净流入11.67亿，个股+4.60%放量上攻。",
      "entry_range": "98.00-105.00",
      "stop_loss": "93.00",
      "target": "118.00",
      "added_at": "2026-06-20 04:00",
      "last_updated": "2026-06-20 18:00",
      "num_observations": 2,
      "score_history": [
        {
          "date": "2026-06-20 04:00",
          "score": 7
        },
        {
          "date": "2026-06-20 18:00",
          "score": 8
        }
      ],
      "xiaoguo_strategy": {},
      "zhiwei_star": 4.0,
      "zhiwei_reviewed": true,
      "zhiwei_reviewed_at": "2026-06-20 04:00",
      "promoted": true,
      "promoted_at": "2026-06-20 18:00",
      "dropped": true,
      "drop_reason": "超7天未更新",
      "trend_warning": false,
      "trend_note": ""
    },
    {
      "code": "300124",
      "name": "汇川技术",
      "sector": "自动化设备",
      "xiaoguo_score": 7,
      "reason": "工控自动化龙头，受益于AI+智能制造主线。自动化设备板块净流入15.27亿，个股+2.05%温和放量，走势稳健。",
      "entry_range": "69.50-72.00",
      "stop_loss": "66.50",
      "target": "82.00",
      "added_at": "2026-06-20 18:00",
      "last_updated": "2026-06-20 18:00",
      "num_observations": 1,
      "score_history": [
        {
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          "score": 7
        }
      ],
      "xiaoguo_strategy": {},
      "zhiwei_star": null,
      "zhiwei_reviewed": false,
      "zhiwei_reviewed_at": null,
      "promoted": false,
      "promoted_at": null,
      "dropped": true,
      "drop_reason": "超7天未更新",
      "trend_warning": false,
      "trend_note": ""
    },
    {
      "code": "688017",
      "name": "绿的谐波",
      "sector": "自动化设备",
      "xiaoguo_score": 7,
      "reason": "谐波减速器龙头，机器人核心零部件稀缺标的。个股+6.92%放量大涨，自动化设备+机器人双概念叠加，弹性十足。",
      "entry_range": "395.00-415.00",
      "stop_loss": "375.00",
      "target": "460.00",
      "added_at": "2026-06-20 18:00",
      "last_updated": "2026-06-20 18:00",
      "num_observations": 1,
      "score_history": [
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          "date": "2026-06-20 18:00",
          "score": 7
        }
      ],
      "xiaoguo_strategy": {},
      "zhiwei_star": null,
      "zhiwei_reviewed": false,
      "zhiwei_reviewed_at": null,
      "promoted": false,
      "promoted_at": null,
      "dropped": true,
      "drop_reason": "超7天未更新",
      "trend_warning": false,
      "trend_note": ""
    },
    {
      "code": "300759",
      "name": "康龙化成",
      "sector": "医疗服务",
      "xiaoguo_score": 7,
      "reason": "CXO龙头之一，跟随药明康德+4.60%放量上攻。医疗服务板块净流入11.67亿，生物医药资金回补趋势明确。",
      "entry_range": "21.50-23.00",
      "stop_loss": "20.50",
      "target": "27.00",
      "added_at": "2026-06-20 18:00",
      "last_updated": "2026-06-20 18:00",
      "num_observations": 1,
      "score_history": [
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          "score": 7
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      "zhiwei_star": null,
      "zhiwei_reviewed": false,
      "zhiwei_reviewed_at": null,
      "promoted": false,
      "promoted_at": null,
      "dropped": true,
      "drop_reason": "超7天未更新",
      "trend_warning": false,
      "trend_note": ""
    },
    {
      "code": "688981",
      "name": "中芯国际",
      "sector": "半导体",
      "xiaoguo_score": 8,
      "xiaoguo_reason": "晶圆代工龙头，产能利用率回升，先进制程突破预期强，机构持仓集中，趋势走稳。",
      "xiaoguo_strategy": {
        "entry_range": "58.00-60.50",
        "stop_loss": "55.00",
        "target": "68.00"
      },
      "verified_price": 159.52,
      "verified_change": 5.64,
      "added_at": "2026-06-30 11:09",
      "last_updated": "2026-06-30 11:09",
      "num_observations": 1,
      "score_history": [
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      "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": "002371",
      "name": "北方华创",
      "sector": "半导体",
      "xiaoguo_score": 9,
      "xiaoguo_reason": "半导体设备核心标的，订单饱满，国产替代加速，业绩高增确定性高，资金持续加仓。",
      "xiaoguo_strategy": {
        "entry_range": "285.00-295.00",
        "stop_loss": "270.00",
        "target": "330.00"
      },
      "verified_price": 882.01,
      "verified_change": 2.54,
      "added_at": "2026-06-30 11:09",
      "last_updated": "2026-06-30 11:09",
      "num_observations": 1,
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          "score": 9
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      "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": ""
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    {
      "code": "603501",
      "name": "韦尔股份",
      "sector": "半导体",
      "xiaoguo_score": 7.5,
      "xiaoguo_reason": "CIS龙头，消费电子复苏+汽车电子放量，估值处于历史中低位，弹性较大。",
      "xiaoguo_strategy": {
        "entry_range": "88.00-92.00",
        "stop_loss": "83.00",
        "target": "105.00"
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      "verified_change": 4.62,
      "added_at": "2026-06-30 11:09",
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      "promoted": false,
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      "dropped": false,
      "drop_reason": null,
      "trend_warning": false,
      "trend_note": ""
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    {
      "code": "300699",
      "name": "光威复材",
      "sector": "军工装备",
      "xiaoguo_score": 8.5,
      "xiaoguo_reason": "碳纤维核心供应商，与中简科技同属新材料主线，业绩确定性强，机构持仓集中。技术面放量突破震荡平台，量价配合健康。",
      "xiaoguo_strategy": {
        "entry_range": "38.5-40.2元",
        "stop_loss": "36.8元",
        "target": "45.0-48.0元"
      },
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      "verified_change": 6.62,
      "added_at": "2026-07-03 11:10",
      "last_updated": "2026-07-03 11:10",
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      "promoted": false,
      "promoted_at": null,
      "dropped": false,
      "drop_reason": null,
      "trend_warning": false,
      "trend_note": ""
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    {
      "code": "600760",
      "name": "中航沈飞",
      "sector": "军工装备",
      "xiaoguo_score": 8.0,
      "xiaoguo_reason": "歼击机核心总装平台，订单饱满且估值处于历史中低位。板块情绪升温时具备高弹性，适合作为稳健底仓。",
      "xiaoguo_strategy": {
        "entry_range": "32.0-33.5元",
        "stop_loss": "30.5元",
        "target": "36.5-38.0元"
      },
      "verified_price": 41.39,
      "verified_change": 1.5,
      "added_at": "2026-07-03 11:10",
      "last_updated": "2026-07-03 11:10",
      "num_observations": 1,
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      "promoted": false,
      "promoted_at": null,
      "dropped": false,
      "drop_reason": null,
      "trend_warning": false,
      "trend_note": ""
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    {
      "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": [
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          "score": 8.5
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      "zhiwei_star": null,
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      "promoted": false,
      "promoted_at": null,
      "dropped": false,
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      "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"
      },
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      "verified_change": 10.0,
      "added_at": "2026-07-03 13:37",
      "last_updated": "2026-07-03 13:37",
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      "dropped": false,
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      "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"
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      "verified_change": 13.46,
      "added_at": "2026-07-03 13:37",
      "last_updated": "2026-07-03 13:37",
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      "trend_warning": false,
      "trend_note": ""
    },
    {
      "code": "601689",
      "name": "拓普集团",
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