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ec285669c454130e3e06c343cf6414aea870cdbd
MoFin/data/stock_profiles.json
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知微 (MoFin) aa0f740381 MoFin 初始提交 
完整数据采集+分析管道：
- market_watch.py：90行业板块采集（同花顺/东方财富）
- 市场精选推荐 cron：全市场分析+候选池+星级推荐
- price_monitor.py：持仓/自选高频价格监控
- refresh_mtf_cache.py：多周期K线缓存
- 策略评估/知识萃取管道

文档：docs/ 含完整需求+架构设计
注意：尚未配置 git remote，笑笑接手后自行配置
2026-06-20 12:04:21 +08:00

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{
"profiles": [
{
"code": "001309",
"name": "德明利",
"market": "A股",
"type": "自选",
"sector": "半导体/存储",
"business": "存储芯片(闪存主控/NAND/DRAM模组),嵌入式存储解决方案",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227428"
},
{
"code": "002594",
"name": "比亚迪",
"market": "A股",
"type": "自选",
"sector": "新能源汽车",
"business": "新能源整车(乘用车/商用车),动力电池(弗迪电池),半导体(比亚迪半导体)",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227382"
},
{
"code": "00700",
"name": "腾讯控股",
"market": "港股",
"type": "持仓",
"sector": "互联网",
"business": "社交(微信/QQ),游戏,云服务,AI,投资",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "00968",
"name": "信义光能",
"market": "港股",
"type": "自选",
"sector": "新能源/光伏",
"business": "光伏玻璃全球龙头,太阳能发电站运营,EVA胶膜",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227402"
},
{
"code": "01070",
"name": "TCL电子",
"market": "港股",
"type": "自选",
"sector": "消费电子/家电",
"business": "电视机/显示器全球出货前列,光伏储能,智能家居",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227420"
},
{
"code": "01088",
"name": "中国神华",
"market": "港股",
"type": "自选",
"sector": "煤炭/能源",
"business": "煤炭开采(动力煤/焦煤),煤化工,铁路/港口运输",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227378"
},
{
"code": "01211",
"name": "比亚迪股份",
"market": "港股",
"type": "持仓",
"sector": "新能源汽车",
"business": "新能源整车(乘用车/商用车),动力电池,电机电控",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "01478",
"name": "丘钛科技",
"market": "港股",
"type": "持仓",
"sector": "消费电子",
"business": "摄像头模组(CCM),指纹识别模组,车载摄像头",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "01888",
"name": "建滔集团",
"market": "港股",
"type": "自选",
"sector": "电子/覆铜板",
"business": "覆铜板(CCL)全球龙头,印刷线路板(PCB),玻璃纤维布",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227373"
},
{
"code": "02202",
"name": "万科企业",
"market": "港股",
"type": "持仓",
"sector": "房地产",
"business": "住宅开发,物业服务(万物云),商业地产,长租",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "02318",
"name": "中国平安",
"market": "港股",
"type": "自选",
"sector": "金融/保险",
"business": "综合金融(保险/银行/证券/信托),科技金融",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227408"
},
{
"code": "02359",
"name": "药明康德",
"market": "港股",
"type": "自选",
"sector": "医药/CRO",
"business": "小分子药物发现/临床前CRO,化学药/生物药CDMO",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227396"
},
{
"code": "02388",
"name": "中银香港",
"market": "港股",
"type": "持仓",
"sector": "银行",
"business": "香港发钞行之一,零售银行,财富管理,跨境业务",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "02628",
"name": "中国人寿",
"market": "港股",
"type": "自选",
"sector": "保险",
"business": "人身保险(寿险/健康险/意外险),养老保险",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227399"
},
{
"code": "06160",
"name": "百济神州",
"market": "港股",
"type": "持仓",
"sector": "生物医药",
"business": "创新药(肿瘤/免疫),泽布替尼/替雷利珠单抗,全球化",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "06869",
"name": "长飞光纤",
"market": "港股",
"type": "自选",
"sector": "通信/光缆",
"business": "光纤预制棒/光纤/光缆全球龙头,通信线缆,数据中心",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227405"
},
{
"code": "09868",
"name": "小鹏汽车-W",
"market": "港股",
"type": "自选",
"sector": "新能源汽车",
"business": "智能电动汽车(SUV/轿车),自动驾驶技术(XNGP),飞行汽车",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227386"
},
{
"code": "09988",
"name": "阿里巴巴-W",
"market": "港股",
"type": "持仓",
"sector": "互联网",
"business": "电商(淘宝/天猫),云计算(阿里云),本地生活(饿了么/高德)",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "300035",
"name": "中科电气",
"market": "A股",
"type": "持仓",
"sector": "新能源材料",
"business": "锂电负极材料(石墨化/硅碳),电磁屏蔽设备",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "300124",
"name": "汇川技术",
"market": "A股",
"type": "自选",
"sector": "工控自动化",
"business": "工业自动化(伺服系统/PLC/变频器),新能源汽车电驱系统",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227417"
},
{
"code": "300548",
"name": "博创科技",
"market": "A股",
"type": "自选",
"sector": "光通信/光器件",
"business": "光无源器件(分路器/波分复用),光有源器件,数据中心光互联",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227414"
},
{
"code": "300690",
"name": "双一科技",
"market": "A股",
"type": "持仓",
"sector": "复合材料",
"business": "风电叶片模具/机舱罩,车辆轻量化复合材料",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "300750",
"name": "宁德时代",
"market": "A股",
"type": "持仓",
"sector": "新能源汽车",
"business": "动力电池(全球第一),储能电池,电池回收",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "518880",
"name": "黄金ETF华安",
"market": "A股",
"type": "持仓",
"sector": "商品/贵金属",
"business": "黄金ETF,跟踪国内黄金现货价格",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "600036",
"name": "招商银行",
"market": "A股",
"type": "持仓",
"sector": "银行",
"business": "零售银行标杆,财富管理,信用卡,私人银行",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "600110",
"name": "诺德股份",
"market": "A股",
"type": "持仓",
"sector": "锂电池材料",
"business": "锂电铜箔(国内前三),覆铜板",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "600563",
"name": "法拉电子",
"market": "A股",
"type": "持仓",
"sector": "电子元器件",
"business": "薄膜电容器(全球前三),新能源车/风光/工控用电容",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "600739",
"name": "辽宁成大",
"market": "A股",
"type": "持仓",
"sector": "医药流通/供应链",
"business": "医药流通,供应链服务,生物制品",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "601899",
"name": "紫金矿业",
"market": "A股",
"type": "持仓",
"sector": "有色金属",
"business": "铜矿/金矿/锌矿开采冶炼,全球布局(刚果金/塞尔维亚)",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "688411",
"name": "海博思创",
"market": "A股",
"type": "持仓",
"sector": "储能/电力系统",
"business": "电化学储能系统集成,电力辅助服务,新能源配储",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-02T23:07:38.208048"
},
{
"code": "688639",
"name": "华恒生物",
"market": "A股",
"type": "持仓",
"sector": "化工/生物制造",
"business": "生物法丙氨酸/缬氨酸等氨基酸产品,合成生物学平台技术",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227354"
},
{
"code": "688795",
"name": "摩尔线程-U",
"market": "A股",
"type": "自选",
"sector": "半导体/GPU",
"business": "国产GPU芯片设计,AI训练/推理芯片,图形渲染芯片",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227389"
},
{
"code": "688802",
"name": "沐曦股份-U",
"market": "A股",
"type": "自选",
"sector": "半导体/GPU",
"business": "国产GPU芯片设计,图形渲染/通用计算芯片",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227392"
},
{
"code": "688981",
"name": "中芯国际",
"market": "A股",
"type": "自选",
"sector": "半导体/晶圆代工",
"business": "集成电路晶圆代工,先进制程(14nm/28nm及以上),成熟制程",
"logic": "",
"key_notes": [],
"last_updated": "2026-06-18T22:35:04.227423"
}
],
"updated_at": "2026-06-02T23:07:38.208048"
}
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