120 lines
4.7 KiB
Python
120 lines
4.7 KiB
Python
#!/usr/bin/env python3
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"""fundamentals_full_refresh.py — 全市场基本面刷新（stock_fundamentals 日常刷新）
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背景（2026-08-12 架构补缺）：
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stock_fundamentals 全市场靠回填（3979 只旧），fundamentals_refresh 只刷持仓/自选。
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p_oversold 的 mcap_q/pe_q 分位需要全市场 PE/PB/市值新鲜数据。
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数据源：腾讯批量行情 API（qt.gtimg.cn/q=code，每批 100 只）
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parts[39]=PE, parts[44]=总市值, parts[45]=流通市值, parts[46]=PB
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老莫改直连后实测可用。全市场 4013 只 / 100 = 41 批，~2 分钟，单 cron 护栏内。
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调度：盘后 35 16 * * 1-5（stock_daily 采集完成后）
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规范：单例守卫(5.3) + INSERT OR REPLACE 幂等 + 批量限速防封 + eps=price/pe
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"""
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import sys, os, re, time, sqlite3, fcntl, urllib.request
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from pathlib import Path
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from datetime import datetime
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# ── 消息通道统一路由(broadcast/xmpp by delivery) ──
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try:
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from messenger import install_stdio_hook as _msh
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_msh()
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except Exception:
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pass
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DB_PATH = Path("/home/hmo/MoFin/data/mofin.db")
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UA = "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36"
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BATCH = 100 # 腾讯推荐上限 100/批
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SLEEP = 0.2 # 批间隔（防封）
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def _singleton_guard(tag="fundamentals_full_refresh.py"):
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lock_dir = Path("/tmp/mofin_locks")
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lock_dir.mkdir(exist_ok=True)
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try:
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fd = os.open(str(lock_dir / f"{tag}.lock"), os.O_CREAT | os.O_RDWR)
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fcntl.flock(fd, fcntl.LOCK_EX | fcntl.LOCK_NB)
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return fd
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except OSError:
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print(f"[{tag}] 已有实例在运行，退出", flush=True)
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sys.exit(0)
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def prefix_of(code):
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return "sh" if code.startswith(("5", "6", "9")) else "sz"
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def fetch_qq_batch(symbols):
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"""腾讯批量行情（每批100只），返回 {code: {pe,pb,price,mcap_total,mcap_flow}}"""
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if not symbols:
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return {}
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results = {}
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url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
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try:
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req = urllib.request.Request(url, headers={"User-Agent": UA})
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opener = urllib.request.build_opener(urllib.request.ProxyHandler({}))
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with opener.open(req, timeout=15) as r:
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text = r.read().decode("gbk", errors="ignore")
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for line in text.strip().split("\n"):
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if "~" not in line:
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continue
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parts = line.split("~")
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if len(parts) < 47:
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continue
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code = parts[2]
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price = float(parts[3]) if parts[3] else 0
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pe = float(parts[39]) if parts[39] else 0
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mcap_t = float(parts[44]) if parts[44] else 0 # 总市值（亿）
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mcap_f = float(parts[45]) if parts[45] else 0 # 流通市值（亿）
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pb = float(parts[46]) if parts[46] else 0
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if price > 0:
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results[code] = {"price": price, "pe": pe, "pb": pb,
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"mcap_total": mcap_t, "mcap_flow": mcap_f}
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except Exception as e:
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print(f" batch fetch error: {str(e)[:60]}", flush=True)
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return results
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def main():
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_fd = _singleton_guard()
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t0 = time.time()
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print(f"[fundamentals_full_refresh] {datetime.now().strftime('%H:%M:%S')} 全市场基本面刷新开始", flush=True)
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conn = sqlite3.connect(str(DB_PATH), timeout=30)
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codes = [str(r[0]) for r in conn.execute(
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"SELECT DISTINCT code FROM stock_daily WHERE length(code)=6 ORDER BY code").fetchall()]
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print(f" 股票池: {len(codes)} 只", flush=True)
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cur = conn.cursor()
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ok = fail = written = 0
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symbols = [f"{prefix_of(c)}{c}" for c in codes]
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for i in range(0, len(symbols), BATCH):
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batch = symbols[i:i + BATCH]
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data = fetch_qq_batch(batch)
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for code, d in data.items():
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eps = round(d["price"] / d["pe"], 2) if d["pe"] > 0 else 0
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try:
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cur.execute(
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"INSERT OR REPLACE INTO stock_fundamentals (code, pe, pb, eps, mcap_total, mcap_flow, updated_at) "
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"VALUES (?,?,?,?,?,?,datetime('now','localtime'))",
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(code, d["pe"], d["pb"], eps, d["mcap_total"], d["mcap_flow"]))
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written += 1
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ok += 1
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except Exception:
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fail += 1
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conn.commit()
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done = min(i + BATCH, len(symbols))
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print(f" [{done}/{len(symbols)}] ok={ok} fail={fail} written={written} | {time.time()-t0:.0f}s", flush=True)
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time.sleep(SLEEP)
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conn.commit()
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total = conn.execute("SELECT COUNT(*) FROM stock_fundamentals").fetchone()[0]
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conn.close()
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dt = time.time() - t0
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print(f"[fundamentals_full_refresh] 完成: {written} 只写入, 表总数 {total}, 耗时 {dt:.0f}s", flush=True)
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if __name__ == "__main__":
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main()
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