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MoFin/data/candidate_pool.json
T
知微 fa45d8aa5f fix: 小果地址统一node122(兼容LAN+EasyTier) 
- health_checklist.json: 192.168.1.122→node122
- ocr_client.py: docstring IP→node122
- docs/market-data-requirements.md: IP→node122
- 所有API调用通过ProxyHandler({})绕过系统代理
  Privoxy对node122:18003返回500，直连正常
2026-06-30 02:56:35 +08:00

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{
"last_updated": "2026-06-30 02:33",
"total_candidates": 0,
"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
}
],
"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
}
],
"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": [
{
"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": "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": [
{
"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": [
{
"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": ""
}
]
}
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