stock-analyzer
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ChineseStock Analyzer - 全球股票综合分析工具
Stock Analyzer - Global Comprehensive Stock Analysis Tool
概述
Overview
此skill用于对A股、港股、美股以及东方财富支持的所有市场(期货、指数、ETF等)进行综合分析,通过模拟东方财富主页(https://www.eastmoney.com/default.html)的搜索框功能来搜索股票,从基本面、新闻面、资金面三个维度进行分析,最终给出投资建议。
This skill is used for comprehensive analysis of A-shares, Hong Kong stocks, US stocks and all markets supported by Eastmoney (futures, indices, ETFs, etc.). It searches for stocks by simulating the search box function on the Eastmoney homepage (https://www.eastmoney.com/default.html), conducts analysis from three dimensions: fundamentals, news, and capital flows, and finally provides investment suggestions.
支持的市场
Supported Markets
| 市场 | 代码前缀 | 示例 |
|---|---|---|
| 🇨🇳 A股-沪市 | sh / 6开头 | sh600519 贵州茅台 |
| 🇨🇳 A股-深市 | sz / 0、3开头 | sz300750 宁德时代 |
| 🇨🇳 A股-北交所 | bj / 8、4开头 | bj830799 |
| 🇭🇰 港股 | hk / 116. | 00700 腾讯控股 |
| 🇺🇸 美股-纳斯达克 | 105. | 105.AAPL 苹果 |
| 🇺🇸 美股-纽交所 | 106. | 106.BABA 阿里巴巴 |
| 🇺🇸 美股-其他 | 107. | 107.XXX |
输出方式:
- 在对话中输出完整的分析报告(Markdown格式)
- 同时生成可视化HTML网页报告,保存到用户工作目录
| Market | Code Prefix | Example |
|---|---|---|
| 🇨🇳 A-shares - Shanghai | sh / starting with 6 | sh600519 Kweichow Moutai |
| 🇨🇳 A-shares - Shenzhen | sz / starting with 0, 3 | sz300750 CATL |
| 🇨🇳 A-shares - Beijing Stock Exchange | bj / starting with 8, 4 | bj830799 |
| 🇭🇰 Hong Kong Stocks | hk / 116. | 00700 Tencent Holdings |
| 🇺🇸 US Stocks - Nasdaq | 105. | 105.AAPL Apple |
| 🇺🇸 US Stocks - NYSE | 106. | 106.BABA Alibaba |
| 🇺🇸 US Stocks - Others | 107. | 107.XXX |
Output Methods:
- Output the complete analysis report in the conversation (Markdown format)
- Generate a visual HTML web report simultaneously and save it to the user's working directory
触发条件
Trigger Conditions
以下情况应使用此skill:
- 用户请求分析某只股票(无论A股、港股、美股)
- 用户询问某只股票是否值得投资
- 用户想了解股票的买入/卖出价位
- 用户提到股票研究、股票分析
- A股关键词:A股分析、沪深股票、创业板、科创板、北交所
- 港股关键词:港股分析、恒生指数、腾讯、美团、小米、比亚迪股份
- 美股关键词:美股分析、纳斯达克、标普500、道琼斯、中概股、苹果AAPL、特斯拉TSLA、英伟达NVDA、美光MU、谷歌GOOGL、微软MSFT、亚马逊AMZN、Meta、阿里巴巴BABA、拼多多PDD、京东JD
- 用户提到东方财富并涉及股票查询
- 用户直接输入股票代码(如:MU、AAPL、00700、600519)
This skill should be used in the following situations:
- Users request analysis of a certain stock (regardless of A-shares, Hong Kong stocks, US stocks)
- Users ask whether a certain stock is worth investing in
- Users want to know the buy/sell prices of a stock
- Users mention stock research, stock analysis
- A-share Keywords: A-share analysis, Shanghai-Shenzhen stocks, ChiNext, STAR Market, Beijing Stock Exchange
- Hong Kong Stock Keywords: Hong Kong stock analysis, Hang Seng Index, Tencent, Meituan, Xiaomi, BYD Company
- US Stock Keywords: US stock analysis, Nasdaq, S&P 500, Dow Jones, Chinese concept stocks, Apple AAPL, Tesla TSLA, NVIDIA NVDA, Micron MU, Google GOOGL, Microsoft MSFT, Amazon AMZN, Meta, Alibaba BABA, Pinduoduo PDD, JD.com JD
- Users mention Eastmoney and involve stock inquiries
- Users directly enter stock codes (e.g.: MU, AAPL, 00700, 600519)
Step 0: 东方财富登录引导(重要!)
Step 0: Eastmoney Login Guide (Important!)
为什么需要登录?
Why Login is Required?
东方财富网对未登录用户有访问限流,可能导致:
- 搜索结果加载不完整
- 部分数据页面无法访问
- 请求被限制或返回空数据
Eastmoney has access restrictions for unlogged users, which may lead to:
- Incomplete search results
- Inaccessible partial data pages
- Request restrictions or empty data returns
登录引导流程
Login Guide Process
在开始分析之前,必须先引导用户登录东方财富:
Before starting the analysis, you must guide the user to log in to Eastmoney:
引导话术模板:
Guide Script Template:
📊 **股票分析准备**
为了获取完整、准确的股票数据,建议您先登录东方财富网账号。
**请按以下步骤操作:**
1. 🌐 点击打开东方财富主页:https://www.eastmoney.com/default.html
2. 🔐 点击页面右上角的【登录】按钮
3. ✅ 使用以下任一方式登录:
- 手机号 + 验证码
- 账号密码登录
- 微信/QQ扫码登录
4. 📢 登录成功后,请回复"已登录"或"继续分析"
**提示**:
- 如果没有账号,可以快速注册一个(免费)
- 登录后数据获取更稳定,分析结果更准确
- 如果选择不登录,部分数据可能获取不完整
---
请问您是否已经登录东方财富?📊 **Stock Analysis Preparation**
To obtain complete and accurate stock data, it is recommended that you log in to your Eastmoney account first.
**Please follow these steps:**
1. 🌐 Click to open the Eastmoney homepage: https://www.eastmoney.com/default.html
2. 🔐 Click the [Login] button in the upper right corner of the page
3. ✅ Log in using any of the following methods:
- Mobile phone number + verification code
- Account and password login
- WeChat/QQ QR code login
4. 📢 After successful login, please reply "Logged in" or "Continue analysis"
**Tips**:
- If you don't have an account, you can register one quickly (free of charge)
- Data acquisition is more stable and analysis results are more accurate after login
- If you choose not to log in, some data may be incomplete
---
Have you logged in to Eastmoney?用户响应处理:
User Response Handling:
| 用户回复 | 处理方式 |
|---|---|
| "已登录" / "登录了" / "继续" | 继续执行后续分析步骤 |
| "没登录" / "不想登录" / "跳过" | 提示数据可能不完整,继续分析但标注数据可能受限 |
| 无明确回复 | 再次询问或默认继续分析 |
| User Response | Handling Method |
|---|---|
| "Logged in" / "Already logged in" / "Continue" | Proceed with subsequent analysis steps |
| "Not logged in" / "Don't want to log in" / "Skip" | Prompt that data may be incomplete, continue analysis but mark that data may be restricted |
| No clear response | Ask again or proceed with analysis by default |
登录状态标记
Login Status Marking
在最终报告中标注数据获取状态:
- ✅ 已登录:数据完整度高
- ⚠️ 未登录:部分数据可能受限
Mark the data acquisition status in the final report:
- ✅ Logged in: High data completeness
- ⚠️ Not logged in: Some data may be restricted
⏱️ 请求延迟策略(重要!)
⏱️ Request Delay Strategy (Important!)
为什么需要延迟?
Why Delay is Required?
东方财富网对高频请求有限流保护,连续快速请求可能导致:
- IP被临时封禁
- 返回空数据或错误页面
- 验证码拦截
Eastmoney has rate-limiting protection for high-frequency requests. Continuous rapid requests may lead to:
- Temporary IP ban
- Empty data returns or error pages
- CAPTCHA interception
延迟规则
Delay Rules
⚠️ 必须遵守:每次请求东方财富网页面,必须延迟1秒后再发起下一次请求!
执行方式:
请求1 → 等待1秒 → 请求2 → 等待1秒 → 请求3 → ...适用场景:
- 使用 访问东方财富任何页面时
web_fetch - 包括:搜索页、行情页、资金流向页、F10页、公告页、新闻页等
不需要延迟的场景:
- 使用 工具(这是搜索引擎,不是直接访问东方财富)
web_search
⚠️ Must be followed: After each request to an Eastmoney page, must wait 1 second before initiating the next request!
Implementation Method:
Request 1 → Wait 1 second → Request 2 → Wait 1 second → Request 3 → ...Applicable Scenarios:
- When using to access any Eastmoney page
web_fetch - Including: search pages, market pages, capital flow pages, F10 pages, announcement pages, news pages, etc.
Scenarios That Don't Require Delay:
- Using the tool (this is a search engine, not direct access to Eastmoney)
web_search
实施要点
Implementation Key Points
- 串行请求:不要并行发起多个东方财富页面请求
- 间隔1秒:每次 东方财富URL后,等待至少1秒
web_fetch - 失败重试:如果请求失败,等待2秒后重试一次
- Serial Requests: Do not initiate multiple Eastmoney page requests in parallel
- 1-second Interval: Wait at least 1 second after each of an Eastmoney URL
web_fetch - Retry on Failure: If a request fails, wait 2 seconds and retry once
分析流程
Analysis Process
Step 1: 模拟东方财富主页搜索框搜索股票
Step 1: Simulate Stock Search in Eastmoney Homepage Search Box
核心原理:模拟用户在东方财富主页 https://www.eastmoney.com/default.html 上的搜索框中输入股票名称进行搜索。
搜索方式:
东方财富主页的搜索框实际上是将用户输入的关键词通过URL参数传递到搜索服务,格式为:
https://so.eastmoney.com/Web/s?keyword={股票名称或代码}操作步骤:
- 使用 工具访问搜索URL:
web_fetchhttps://so.eastmoney.com/Web/s?keyword={用户输入的股票名称或代码} - 从搜索结果中找到匹配的股票条目
- 提取股票代码和市场标识
- 获取股票详情页URL
如果搜索被限流:
- 使用 工具搜索"{股票名称} 股票代码 东方财富"作为备选
web_search - 或提示用户手动在东方财富搜索并提供股票代码
各市场搜索示例:
| 市场 | 用户输入 | 搜索URL | 详情页URL |
|---|---|---|---|
| 🇨🇳 A股 | 贵州茅台 | | |
| 🇨🇳 A股 | 宁德时代 | | |
| 🇭🇰 港股 | 腾讯 | | |
| 🇺🇸 美股 | 苹果/AAPL | | |
| 🇺🇸 美股 | 美光/MU | | |
| 🇺🇸 美股 | 阿里巴巴 | | |
Core Principle: Simulate users entering stock names in the search box on the Eastmoney homepage https://www.eastmoney.com/default.html to search.
Search Method:
The search box on the Eastmoney homepage actually passes the keywords entered by users to the search service through URL parameters, with the format:
https://so.eastmoney.com/Web/s?keyword={stock name or code}Operation Steps:
- Use the tool to access the search URL:
web_fetchhttps://so.eastmoney.com/Web/s?keyword={stock name or code entered by user} - Find the matching stock entry from the search results
- Extract the stock code and market identifier
- Obtain the stock detail page URL
If Search is Rate-Limited:
- Use the tool to search "{stock name} stock code Eastmoney" as an alternative
web_search - Or prompt the user to manually search on Eastmoney and provide the stock code
Search Examples for Each Market:
| Market | User Input | Search URL | Detail Page URL |
|---|---|---|---|
| 🇨🇳 A-shares | Kweichow Moutai | | |
| 🇨🇳 A-shares | CATL | | |
| 🇭🇰 Hong Kong Stocks | Tencent | | |
| 🇺🇸 US Stocks | Apple/AAPL | | |
| 🇺🇸 US Stocks | Micron/MU | | |
| 🇺🇸 US Stocks | Alibaba | | |
Step 2: 访问股票详情页获取基本信息(核心步骤!)
Step 2: Access Stock Detail Page to Obtain Basic Information (Core Step!)
⚠️ 重要:当前价格、涨跌幅等实时行情数据必须优先从东方财富网获取!这是最权威的数据源。
根据Step 1获取的股票详情页URL,获取实时行情数据。
⚠️ Important: Real-time market data such as current price, price change percentage, etc. must be obtained from Eastmoney first! This is the most authoritative data source.
Obtain real-time market data based on the stock detail page URL obtained in Step 1.
🚀 推荐方式:使用 Selenium 脚本(可获取动态数据)
🚀 Recommended Method: Use Selenium Script (Can Obtain Dynamic Data)
由于东方财富页面数据通过 JavaScript 动态加载,推荐使用 skill 自带的 Selenium 脚本获取数据:
bash
undefinedSince Eastmoney page data is dynamically loaded via JavaScript, it is recommended to use the Selenium script built into the skill to obtain data:
bash
undefined港股示例
Hong Kong stock example
python scripts/fetch_stock.py 00700 --market hk --output json
python scripts/fetch_stock.py 00700 --market hk --output json
美股示例
US stock example
python scripts/fetch_stock.py MU --market us --output json
python scripts/fetch_stock.py MU --market us --output json
A股示例
A-share example
python scripts/fetch_stock.py 600519 --market sh --output json
**脚本输出 JSON 格式:**
```json
{
"success": true,
"code": "00700",
"market": "HK",
"data": {
"name": "腾讯控股",
"price": "512.000",
"change": "-10.500",
"change_percent": "-2.01%",
"amount": "132.2亿",
"market_cap": "4.662万亿",
"pe": "25.67",
"pb": "19.95",
"turnover": "0.88%"
},
"source": "东方财富"
}脚本参数说明:
| 参数 | 说明 | 示例 |
|---|---|---|
| 股票代码 | |
| 市场类型 | |
| 输出格式 | |
| 超时时间(秒) | |
python scripts/fetch_stock.py 600519 --market sh --output json
**Script Output JSON Format**:
```json
{
"success": true,
"code": "00700",
"market": "HK",
"data": {
"name": "腾讯控股",
"price": "512.000",
"change": "-10.500",
"change_percent": "-2.01%",
"amount": "13.22B",
"market_cap": "4.662T",
"pe": "25.67",
"pb": "19.95",
"turnover": "0.88%"
},
"source": "Eastmoney"
}Script Parameter Description:
| Parameter | Description | Example |
|---|---|---|
| Stock code | |
| Market type | |
| Output format | |
| Timeout (seconds) | |
备选方式:使用 web_fetch(可能无法获取动态数据)
Alternative Method: Use web_fetch (May Not Obtain Dynamic Data)
如果 Selenium 脚本不可用,可使用 访问页面,但注意:
web_fetch- 页面数据通过 JS 动态加载,只能获取静态 HTML
web_fetch - 港股/美股页面可能显示 "-" 或空值
- 需要结合 补充数据
web_search
必须从东方财富获取的数据(优先级最高):
| 数据项 | 重要性 | 获取方式 | 备注 |
|---|---|---|---|
| ⭐ 当前股价 | 🔴 核心 | Selenium脚本 / 东方财富详情页 | 必须获取,失败需标注 |
| ⭐ 涨跌幅 | 🔴 核心 | Selenium脚本 / 东方财富详情页 | 必须获取,失败需标注 |
| ⭐ 涨跌额 | 🔴 核心 | Selenium脚本 / 东方财富详情页 | 必须获取,失败需标注 |
| 成交量 | 中 | Selenium脚本 / 东方财富详情页 | - |
| 成交额 | 中 | Selenium脚本 / 东方财富详情页 | - |
| 最高价、最低价 | 中 | Selenium脚本 / 东方财富详情页 | - |
| 开盘价 | 中 | Selenium脚本 / 东方财富详情页 | - |
| 换手率、量比、振幅 | 中 | Selenium脚本 / 东方财富详情页 | - |
| 总市值、流通市值 | 中 | Selenium脚本 / 东方财富详情页 | - |
| PE、PB | 中 | Selenium脚本 / 东方财富详情页 | - |
各市场详情页URL模板:
| 市场 | URL格式 | 示例 |
|---|---|---|
| A股-沪市 | | |
| A股-深市 | | |
| A股-北交所 | | |
| 🇭🇰 港股 | | |
| 🇺🇸 美股 | | |
⚠️ 重要:港股使用路径,美股使用/hk/路径!旧版/us/和unify/r/116.路径已失效或不稳定!unify/r/105.
数据获取失败处理:
如果东方财富页面访问失败或数据获取不完整:
- 优先尝试使用 Selenium 脚本:
python scripts/fetch_stock.py {代码} -m {市场} - 尝试重试一次(等待2秒后)
- 使用 搜索"{股票名称} 实时股价 今日行情"作为备选
web_search - 必须在最终报告中标注数据来源状态(详见数据来源追踪章节)
If the Selenium script is unavailable, you can use to access the page, but note:
web_fetch- Page data is dynamically loaded via JS, can only obtain static HTML
web_fetch - Hong Kong/US stock pages may display "-" or empty values
- Need to supplement data with
web_search
Data That Must Be Obtained from Eastmoney (Highest Priority):
| Data Item | Importance | Acquisition Method | Remarks |
|---|---|---|---|
| ⭐ Current Stock Price | 🔴 Core | Selenium script / Eastmoney detail page | Must obtain, mark if failed |
| ⭐ Price Change Percentage | 🔴 Core | Selenium script / Eastmoney detail page | Must obtain, mark if failed |
| ⭐ Price Change Amount | 🔴 Core | Selenium script / Eastmoney detail page | Must obtain, mark if failed |
| Trading Volume | Medium | Selenium script / Eastmoney detail page | - |
| Trading Value | Medium | Selenium script / Eastmoney detail page | - |
| Highest Price, Lowest Price | Medium | Selenium script / Eastmoney detail page | - |
| Opening Price | Medium | Selenium script / Eastmoney detail page | - |
| Turnover Rate, Volume Ratio, Amplitude | Medium | Selenium script / Eastmoney detail page | - |
| Total Market Cap, Free Float Market Cap | Medium | Selenium script / Eastmoney detail page | - |
| PE, PB | Medium | Selenium script / Eastmoney detail page | - |
Detail Page URL Template for Each Market:
| Market | URL Format | Example |
|---|---|---|
| A-shares - Shanghai | | |
| A-shares - Shenzhen | | |
| A-shares - Beijing Stock Exchange | | |
| 🇭🇰 Hong Kong Stocks | | |
| 🇺🇸 US Stocks | | |
⚠️ Important: Hong Kong stocks use thepath, US stocks use the/hk/path! The old paths/us/(Hong Kong stocks) andunify/r/116.(US stocks) are invalid or unstable!unify/r/105.
Data Acquisition Failure Handling:
If access to Eastmoney pages fails or data acquisition is incomplete:
- Prioritize using the Selenium script:
python scripts/fetch_stock.py {code} -m {market} - Try retrying once (after waiting 2 seconds)
- Use to search "{stock name} real-time stock price today's market" as an alternative
web_search - Must mark the data source status in the final report (see Data Source Tracking section)
Step 3: 获取基本面数据
Step 3: Obtain Fundamental Data
需要进一步下钻访问以下页面获取详细财务数据:
个股资料页(F10):
https://emweb.securities.eastmoney.com/pc_hsf10/pages/index.html?type=web&code={市场代码}{股票代码}需要获取的指标:
| 类别 | 指标 |
|---|---|
| 估值指标 | 市盈率(PE-TTM/动态/静态)、市净率(PB)、市销率(PS) |
| 盈利能力 | ROE(净资产收益率)、毛利率、净利率、EPS(每股收益) |
| 成长能力 | 营收同比增长率、净利润同比增长率、扣非净利润增长率 |
| 财务健康 | 资产负债率、流动比率、速动比率、经营现金流 |
| 规模指标 | 总市值、流通市值、总股本、流通股本 |
下钻页面:
- 财务分析:
#/cwfx - 公司概况:
#/gsgk - 股东研究:
#/gdyj
Need to further access the following pages to obtain detailed financial data:
Stock Information Page (F10):
https://emweb.securities.eastmoney.com/pc_hsf10/pages/index.html?type=web&code={market code}{stock code}Indicators to Obtain:
| Category | Indicators |
|---|---|
| Valuation Indicators | Price-to-Earnings Ratio (PE-TTM/Dynamic/Static), Price-to-Book Ratio (PB), Price-to-Sales Ratio (PS) |
| Profitability | ROE (Return on Equity), Gross Margin, Net Margin, EPS (Earnings Per Share) |
| Growth Ability | YoY Revenue Growth Rate, YoY Net Profit Growth Rate, YoY Non-recurring Net Profit Growth Rate |
| Financial Health | Asset-Liability Ratio, Current Ratio, Quick Ratio, Operating Cash Flow |
| Scale Indicators | Total Market Cap, Free Float Market Cap, Total Shares Outstanding, Free Float Shares |
Drill-Down Pages:
- Financial Analysis:
#/cwfx - Company Overview:
#/gsgk - Shareholder Research:
#/gdyj
Step 4: 获取新闻面数据
Step 4: Obtain News Data
访问以下页面收集新闻和公告信息:
公司公告:
https://data.eastmoney.com/notices/stock/{股票代码}.html个股新闻(使用搜索功能):
https://so.eastmoney.com/news/s?keyword={股票名称}研究报告:
https://data.eastmoney.com/report/stock/{股票代码}.html关注要点:
- 最近3个月重大公告(业绩预告、重大合同、股东变动等)
- 行业政策和动态
- 机构研报评级和目标价
- 市场舆情和热点
Access the following pages to collect news and announcement information:
Company Announcements:
https://data.eastmoney.com/notices/stock/{stock code}.htmlStock News (Using Search Function):
https://so.eastmoney.com/news/s?keyword={stock name}Research Reports:
https://data.eastmoney.com/report/stock/{stock code}.htmlKey Focus Points:
- Major announcements in the last 3 months (performance forecasts, major contracts, shareholder changes, etc.)
- Industry policies and trends
- Institutional ratings and target prices
- Market sentiment and hot topics
Step 5: 获取资金面数据
Step 5: Obtain Capital Flow Data
访问以下页面分析资金流向:
主力资金流向:
https://data.eastmoney.com/zjlx/{股票代码}.html需要获取的数据:
| 指标 | 重要性 | 说明 |
|---|---|---|
| ⭐主力净比 | 🔴 核心 | 页面直接显示,如"主力净比:17.23%",无需计算 |
| ⭐今日主力净流入 | 🔴 核心 | 当日主力资金净额 |
| 5日/10日/20日主力净流入 | 中 | 中长期资金趋势 |
| 超大单净比、大单净比 | 中 | 资金结构分析 |
| 中单净比、小单净比 | 低 | 散户资金动向 |
⚠️ 重点关注:主力净比是资金面评分的核心指标,直接从页面"实时资金流向"区域读取,无需自己计算!页面位置:在"今日主力净流入"数值的右侧,以百分比形式显示(如:17.23%)
北向资金持股:
https://data.eastmoney.com/hsgtcg/stock.html?scode={股票代码}融资融券:
https://data.eastmoney.com/rzrq/detail/{股票代码}.htmlAccess the following pages to analyze capital flows:
Main Force Capital Flow:
https://data.eastmoney.com/zjlx/{stock code}.htmlData to Obtain:
| Indicator | Importance | Description |
|---|---|---|
| ⭐Main Force Net Ratio | 🔴 Core | Displayed directly on the page, e.g., "Main Force Net Ratio: 17.23%", no calculation needed |
| ⭐Today's Main Force Net Inflow | 🔴 Core | Main force capital net amount of the day |
| 5-day/10-day/20-day Main Force Net Inflow | Medium | Medium- and long-term capital trends |
| Super Large Order Net Ratio, Large Order Net Ratio | Medium | Capital structure analysis |
| Medium Order Net Ratio, Small Order Net Ratio | Low | Retail capital trends |
⚠️ Key Focus: Main Force Net Ratio is the core indicator for capital flow scoring, read directly from the "Real-time Capital Flow" section of the page, no manual calculation required!Page Location: To the right of the "Today's Main Force Net Inflow" value, displayed as a percentage (e.g.: 17.23%)
Northbound Capital Holdings:
https://data.eastmoney.com/hsgtcg/stock.html?scode={stock code}Margin Trading and Short Selling:
https://data.eastmoney.com/rzrq/detail/{stock code}.htmlStep 6: 技术面参考(可选下钻)
Step 6: Technical Reference (Optional Drill-Down)
从详情页获取技术指标辅助判断:
关注指标:
- 当前价格相对于52周高低点位置
- 均线系统(5/10/20/60/120/250日均线)
- 支撑位和压力位
- 成交量变化趋势
Obtain technical indicators from the detail page to assist judgment:
Key Indicators:
- Current price position relative to 52-week high and low
- Moving average system (5/10/20/60/120/250-day moving averages)
- Support and resistance levels
- Trading volume change trends
Step 6.5: 并购重组分析(条件触发)
Step 6.5: M&A and Restructuring Analysis (Conditional Trigger)
⚠️ 触发条件:当发现公司存在正在进行或近期公告的并购、重组、收购事项时,必须执行此步骤。
⚠️ Trigger Condition: When it is found that the company has ongoing or recently announced M&A, restructuring, or acquisition matters, this step must be executed.
识别并购事项
Identify M&A Matters
在 Step 4(新闻面分析)中,如果发现以下关键词,则触发并购分析:
| 触发关键词 | 示例 |
|---|---|
| 收购、并购、重组 | "拟收购XX公司100%股权" |
| 重大资产购买 | "重大资产购买报告书" |
| 要约收购 | "发起全面要约收购" |
| 合并、吸收合并 | "拟与XX公司合并" |
| 战略投资、股权收购 | "拟以XX亿元收购XX%股权" |
| 借壳上市 | "XX公司拟借壳上市" |
In Step 4 (news analysis), if the following keywords are found, trigger M&A analysis:
| Trigger Keywords | Example |
|---|---|
| Acquisition, M&A, Restructuring | "Plans to acquire 100% equity of XX company" |
| Major Asset Purchase | "Major Asset Purchase Report" |
| Tender Offer | "Initiates a full tender offer" |
| Merger, Absorption Merger | "Plans to merge with XX company" |
| Strategic Investment, Equity Acquisition | "Plans to acquire XX% equity for XX billion yuan" |
| Backdoor Listing | "XX company plans to backdoor list" |
获取并购标的数据
Obtain M&A Target Data
需要搜索获取的目标公司关键数据:
使用 搜索以下信息:
web_search搜索关键词:
1. "{收购标的名称} 营收 净利润 毛利率 财务数据"
2. "{收购标的名称} 估值 PE 行业"
3. "{收购方公司} 收购 {标的名称} 方案 对价 比例"
4. "{收购方公司} 并购 重组 进展 最新公告"必须获取的标的公司数据:
| 数据项 | 重要性 | 说明 |
|---|---|---|
| ⭐ 标的公司营收 | 🔴 核心 | 最近一年/最近一期营收 |
| ⭐ 标的公司净利润 | 🔴 核心 | 最近一年/最近一期归母净利润 |
| ⭐ 标的公司毛利率 | 🔴 核心 | 主营业务毛利率 |
| ⭐ 收购比例 | 🔴 核心 | 拟收购股权比例(如100%、51%、30%等) |
| ⭐ 收购对价 | 🔴 核心 | 交易总金额 |
| ⭐ 公告日股价 | 🔴 核心 | 首次公告收购当日的收盘价(用于计算公告至今涨幅) |
| 标的公司估值 | 高 | 交易估值(评估值) |
| 支付方式 | 高 | 现金/股份/混合支付 |
| 业绩承诺 | 高 | 标的方承诺的未来业绩(净利润承诺) |
| 标的所属行业 | 中 | 行业及竞争地位 |
| 并购进展阶段 | 中 | 预案/草案/审批中/已完成 |
| 商誉金额 | 中 | 收购对价 - 标的净资产 = 商誉 |
Key Data of Target Company to Obtain via Search:
Use to search for the following information:
web_searchSearch Keywords:
1. "{Acquisition target name} revenue net profit gross margin financial data"
2. "{Acquisition target name} valuation PE industry"
3. "{Acquirer company} acquisition {target name} plan consideration percentage"
4. "{Acquirer company} M&A restructuring progress latest announcement"Must-Obtain Data of Target Company:
| Data Item | Importance | Description |
|---|---|---|
| ⭐ Target Company Revenue | 🔴 Core | Revenue in the latest year/latest period |
| ⭐ Target Company Net Profit | 🔴 Core | Net profit attributable to parent in the latest year/latest period |
| ⭐ Target Company Gross Margin | 🔴 Core | Gross margin of main business |
| ⭐ Acquisition Percentage | 🔴 Core | Proposed equity acquisition percentage (e.g., 100%, 51%, 30%, etc.) |
| ⭐ Acquisition Consideration | 🔴 Core | Total transaction amount |
| ⭐ Announcement Date Stock Price | 🔴 Core | Closing price on the first announcement date of the acquisition (used to calculate the price change since the announcement) |
| Target Company Valuation | High | Transaction valuation (assessment value) |
| Payment Method | High | Cash/Stock/Mixed payment |
| Performance Commitment | High | Future performance (net profit commitment) promised by the target |
| Target Industry | Medium | Industry and competitive position |
| M&A Progress Stage | Medium | Proposal/Draft/Under Approval/Completed |
| Goodwill Amount | Medium | Acquisition consideration - target net assets = goodwill |
获取公告日股价与计算公告至今涨幅
Obtain Announcement Date Stock Price and Calculate Price Change Since Announcement
目的:直观展示并购公告发布后市场的实际反应和股价变动幅度。
获取方法:
- 确定首次并购公告日期(如"拟收购XX公司"公告发布日期)
- 使用 搜索"{公司名称} {公告日期} 收盘价 股价"获取公告当日收盘价
web_search - 或从东方财富K线历史数据中查找对应日期的收盘价
计算公式:
公告日至今涨幅 = (当前股价 - 公告日收盘价) / 公告日收盘价 × 100%在报告中展示:
- 在并购概况表格中新增"公告日期"、"公告日收盘价"、"公告至今涨幅"三行
- 涨幅为正时标绿(🟢),涨幅超过50%时标橙(🟡 警示过热),涨幅超过100%时标红(🔴 严重过热)
Purpose: Intuitively display the actual market reaction and stock price change range after the M&A announcement is released.
Acquisition Method:
- Determine the first M&A announcement date (e.g., the release date of the "Plans to acquire XX company" announcement)
- Use to search "{Company name} {Announcement date} closing price stock price" to obtain the closing price on the announcement date
web_search - Or find the closing price on the corresponding date from Eastmoney K-line historical data
Calculation Formula:
Price change since announcement = (Current stock price - Announcement date closing price) / Announcement date closing price × 100%Display in Report:
- Add three rows: "Announcement Date", "Announcement Date Closing Price", "Price Change Since Announcement" to the M&A overview table
- Mark green (🟢) when the change is positive, orange (🟡 Warning of overheating) when the change exceeds 50%, red (🔴 Severe overheating) when the change exceeds 100%
并购估值计算模型
M&A Valuation Calculation Model
核心公式:
1. 并表后预期营收 = 收购方当前营收 + 标的营收 × 收购比例
2. 并表后预期净利润 = 收购方当前净利润 + 标的净利润 × 收购比例
3. 并表后预期毛利 = 收购方当前毛利 + 标的毛利 × 收购比例
4. 并表后预期毛利率 = 并表后预期毛利 / 并表后预期营收
5. 并表后预期EPS = 并表后预期净利润 / 并购后总股本
(若为股份支付:并购后总股本 = 原总股本 + 增发股份数)
(若为现金支付:并购后总股本 = 原总股本)
6. 基于行业PE的预期市值 = 并表后预期净利润 × 行业/可比公司PE
7. 基于当前PE的预期市值 = 并表后预期净利润 × 公司当前PE
8. 预期股价(行业PE法) = 预期市值(行业PE) / 并购后总股本
9. 预期股价(当前PE法) = 预期市值(当前PE) / 并购后总股本
10. 股价涨幅空间 = (预期股价 - 当前股价) / 当前股价 × 100%估值场景分析(必须同时计算三种场景):
| 场景 | PE取值 | 说明 |
|---|---|---|
| 🟢 乐观情景 | 标的行业高PE(75分位) | 市场情绪好、标的高成长 |
| 🟡 中性情景 | 标的行业中值PE(50分位) | 正常市场环境 |
| 🔴 保守情景 | 标的行业低PE(25分位)或收购方当前PE取低 | 市场低迷、整合风险 |
业绩承诺估值法(如有业绩承诺):
承诺期预期利润 = 业绩承诺净利润(通常3年)
承诺期预期PE = 行业合理PE
承诺完成后预期市值 = 承诺净利润 × 承诺期PECore Formulas:
1. Expected revenue after consolidation = Acquirer's current revenue + Target's revenue × Acquisition percentage
2. Expected net profit after consolidation = Acquirer's current net profit + Target's net profit × Acquisition percentage
3. Expected gross profit after consolidation = Acquirer's current gross profit + Target's gross profit × Acquisition percentage
4. Expected gross margin after consolidation = Expected gross profit after consolidation / Expected revenue after consolidation
5. Expected EPS after consolidation = Expected net profit after consolidation / Total shares outstanding after M&A
(If stock payment: Total shares outstanding after M&A = Original total shares + Number of newly issued shares)
(If cash payment: Total shares outstanding after M&A = Original total shares)
6. Expected market cap based on industry PE = Expected net profit after consolidation × Industry/peer company PE
7. Expected market cap based on current PE = Expected net profit after consolidation × Company's current PE
8. Expected stock price (Industry PE method) = Expected market cap (Industry PE) / Total shares outstanding after M&A
9. Expected stock price (Current PE method) = Expected market cap (Current PE) / Total shares outstanding after M&A
10. Stock price upside potential = (Expected stock price - Current stock price) / Current stock price × 100%Valuation Scenario Analysis (Must calculate all three scenarios simultaneously):
| Scenario | PE Value | Description |
|---|---|---|
| 🟢 Optimistic Scenario | High PE of target industry (75th percentile) | Good market sentiment, high-growth target |
| 🟡 Neutral Scenario | Median PE of target industry (50th percentile) | Normal market environment |
| 🔴 Conservative Scenario | Low PE of target industry (25th percentile) or lower current PE of acquirer | Market downturn, integration risks |
Performance Commitment Valuation Method (If there is a performance commitment):
Expected profit during commitment period = Committed net profit (usually 3 years)
Expected PE during commitment period = Reasonable industry PE
Expected market cap after commitment completion = Committed net profit × Expected PE during commitment period并购协同效应评估
M&A Synergy Evaluation
| 协同类型 | 评估要点 | 加分/减分 |
|---|---|---|
| 收入协同 | 标的业务与收购方是否互补,能否交叉销售 | +1~+2分 |
| 成本协同 | 合并后能否降低管理/采购/运营成本 | +1分 |
| 技术协同 | 标的是否具备收购方缺乏的核心技术 | +1~+2分 |
| 行业地位 | 并购后市场份额/行业排名是否提升 | +1分 |
| 整合风险 | 文化差异、管理层留任、客户流失风险 | -1~-2分 |
| 商誉风险 | 商誉/净资产比值越高风险越大 | -1~-3分 |
| 支付方式风险 | 大比例现金支付→负债升高;大比例增发→摊薄EPS | -1~-2分 |
| Synergy Type | Evaluation Points | Score Adjustment |
|---|---|---|
| Revenue Synergy | Whether target business complements acquirer, cross-selling possible | +1~+2 points |
| Cost Synergy | Whether management/purchase/operation costs can be reduced after merger | +1 point |
| Technology Synergy | Whether target has core technology that acquirer lacks | +1~+2 points |
| Industry Position | Whether market share/industry ranking improves after M&A | +1 point |
| Integration Risk | Cultural differences, management retention, customer churn risks | -1~-2 points |
| Goodwill Risk | Higher goodwill/net asset ratio means greater risk | -1~-3 points |
| Payment Method Risk | Large proportion of cash payment → increased liabilities; large proportion of issuance → EPS dilution | -1~-2 points |
并购分析对评分的影响
Impact of M&A Analysis on Scoring
并购分析结果需调整原有评分:
基本面评分调整:
- 并购后预期营收增长 > 30%:基本面 +1~+2分
- 并购后预期净利润增长 > 50%:基本面 +2分
- 并购后毛利率提升 > 5个百分点:基本面 +1分
- 商誉/净资产 > 50%:基本面 -1~-2分
- 标的净利润为负:基本面 -2分
新闻面评分调整:
- 并购获监管批准/进展顺利:新闻面 +1~+2分
- 并购存在不确定性/被否风险:新闻面 -1~-2分
- 有业绩承诺且承诺可信:新闻面 +1分
The results of M&A analysis need to adjust the original score:
Fundamental Score Adjustment:
- Expected revenue growth after M&A > 30%: +1~+2 points to fundamentals
- Expected net profit growth after M&A > 50%: +2 points to fundamentals
- Gross margin increase after M&A > 5 percentage points: +1 point to fundamentals
- Goodwill/net asset > 50%: -1~-2 points to fundamentals
- Target net profit is negative: -2 points to fundamentals
News Score Adjustment:
- M&A approved by regulators/progressing smoothly: +1~+2 points to news
- M&A has uncertainty/risk of rejection: -1~-2 points to news
- There is a performance commitment and it is credible: +1 point to news
并购分析输出要求
M&A Analysis Output Requirements
在最终报告中,需要新增独立的 "并购重组分析" 板块,包含:
- 并购概况:交易方案简述(标的、对价、比例、支付方式、公告日期、公告日股价、公告至今涨幅)
- 标的公司画像:主营业务、营收、净利润、毛利率、所属行业
- 并表后估值测算:三种场景(乐观/中性/保守)的详细计算
- 股价涨幅空间:基于估值测算的预期涨幅区间
- 协同效应评估:加分/减分项列表
- 并购风险提示:商誉、整合、审批等核心风险
- 并购事项对综合评分的调整:明确标注加减分
In the final report, a separate "M&A and Restructuring Analysis" section must be added, including:
- M&A Overview: Brief description of the transaction plan (target, consideration, percentage, payment method, announcement date, announcement date closing price, price change since announcement)
- Target Company Profile: Main business, revenue, net profit, gross margin, industry
- Post-consolidation Valuation Calculation: Detailed calculation of three scenarios (optimistic/neutral/conservative)
- Stock Price Upside Potential: Expected upside range based on valuation calculation
- Synergy Evaluation: List of score add/subtract items
- M&A Risk Warning: Core risks such as goodwill, integration, approval
- Adjustment of Comprehensive Score by M&A Matters: Clearly mark the score changes
Step 7: 综合分析与建议
Step 7: Comprehensive Analysis and Recommendations
基于以上所有数据进行综合评估:
Conduct a comprehensive evaluation based on all the above data:
评分体系
Scoring System
| 维度 | 权重 | 评估要点 |
|---|---|---|
| 基本面 | 35% | PE/PB是否合理、ROE水平、成长性、盈利能力、财务健康 |
| 新闻面 | 20% | 是否有重大利好/利空、行业政策、业绩预期、机构评级 |
| 资金面 | 35% | 主力净比(核心指标)、主力资金动向、北向资金增减、融资余额趋势 |
| 技术面 | 10% | 趋势判断、支撑压力位、量价配合 |
⚠️ 重要说明:资金面权重提升至35%,其中"主力净比"是核心评判指标,直接从东方财富页面读取(无需计算),能直接反映当日市场主力态度。
| Dimension | Weight | Evaluation Points |
|---|---|---|
| Fundamentals | 35% | Whether PE/PB is reasonable, ROE level, growth, profitability, financial health |
| News | 20% | Whether there are major positive/negative news, industry policies, performance expectations, institutional ratings |
| Capital Flow | 35% | Main Force Net Ratio (core indicator), main force capital trends, northbound capital changes, margin trading balance trends |
| Technicals | 10% | Trend judgment, support and resistance levels, volume-price coordination |
⚠️ Important Note: The weight of capital flow is increased to 35%, among which "Main Force Net Ratio" is the core evaluation indicator, read directly from the Eastmoney page (no calculation needed), which can directly reflect the attitude of the day's market main force.
评分标准
Scoring Standards
基本面评分(满分10分):
- PE低于行业均值且ROE>15%:+3分
- 净利润增长率>20%:+2分
- 毛利率>30%:+2分
- 资产负债率<50%:+2分
- 现金流健康:+1分
新闻面评分(满分10分):
- 有重大利好公告:+3分
- 机构评级为买入/增持:+2分
- 行业政策利好:+2分
- 无负面舆情:+2分
- 业绩预期向好:+1分
资金面评分(满分10分):
| 指标 | 条件 | 分值 | 说明 |
|---|---|---|---|
| ⭐主力净比 | >10% | +4分 | 核心指标,直接从页面读取,反映当日主力态度 |
| ⭐主力净比 | 5%-10% | +3分 | 主力明显介入 |
| ⭐主力净比 | 0%-5% | +2分 | 主力小幅流入 |
| ⭐主力净比 | -5%-0% | +1分 | 主力小幅流出 |
| ⭐主力净比 | <-5% | +0分 | 主力明显流出 |
| 5日主力净流入 | >1亿 | +2分 | 中期资金趋势 |
| 北向资金 | 增持 | +2分 | 外资态度 |
| 超大单净流入 | 为正 | +1分 | 机构资金动向 |
| 换手率 | 3%-8% | +1分 | 交易活跃度适中 |
主力净比数据来源:
页面:https://data.eastmoney.com/zjlx/{股票代码}.html
位置:实时资金流向区域 → "今日主力净流入"右侧
格式:如 "主力净比:17.23%"✅ 直接读取页面数据,无需手动计算!
资金面评分解读:
- 8-10分:主力强势介入,短期看多
- 6-8分:主力温和流入,可关注
- 4-6分:资金面中性,需结合其他维度
- 2-4分:主力流出迹象,谨慎
- 0-2分:主力明显撤离,回避
Fundamentals Score (Full Score 10):
- PE lower than industry average and ROE>15%: +3 points
- Net profit growth rate>20%: +2 points
- Gross margin>30%: +2 points
- Asset-liability ratio<50%: +2 points
- Healthy cash flow: +1 point
News Score (Full Score 10):
- Major positive announcements: +3 points
- Institutional rating is Buy/Overweight: +2 points
- Favorable industry policies: +2 points
- No negative public opinion: +2 points
- Positive performance expectations: +1 point
Capital Flow Score (Full Score 10):
| Indicator | Condition | Score | Description |
|---|---|---|---|
| ⭐Main Force Net Ratio | >10% | +4 points | Core indicator, read directly from the page, reflects the day's main force attitude |
| ⭐Main Force Net Ratio | 5%-10% | +3 points | Main force obviously involved |
| ⭐Main Force Net Ratio | 0%-5% | +2 points | Main force slightly inflowing |
| ⭐Main Force Net Ratio | -5%-0% | +1 point | Main force slightly outflowing |
| ⭐Main Force Net Ratio | <-5% | +0 points | Main force obviously outflowing |
| 5-day Main Force Net Inflow | >100M | +2 points | Medium-term capital trend |
| Northbound Capital | Increased holdings | +2 points | Foreign capital attitude |
| Super Large Order Net Inflow | Positive | +1 point | Institutional capital trend |
| Turnover Rate | 3%-8% | +1 point | Moderate trading activity |
Main Force Net Ratio Data Source:
Page: https://data.eastmoney.com/zjlx/{stock code}.html
Location: Real-time Capital Flow section → Right of "Today's Main Force Net Inflow"
Format: e.g., "Main Force Net Ratio: 17.23%"✅ Read directly from the page, no manual calculation needed!
Capital Flow Score Interpretation:
- 8-10 points: Main force strongly involved, bullish in the short term
- 6-8 points: Main force moderately inflowing, worth attention
- 4-6 points: Neutral capital flow, need to combine with other dimensions
- 2-4 points: Signs of main force outflow, cautious
- 0-2 points: Main force obviously withdrawing, avoid
投资建议等级
Investment Recommendation Levels
| 综合评分 | 建议等级 |
|---|---|
| 8-10分 | 强烈推荐 |
| 6-8分 | 推荐买入 |
| 4-6分 | 观望等待 |
| 2-4分 | 谨慎操作 |
| 0-2分 | 建议回避 |
| Comprehensive Score | Recommendation Level |
|---|---|
| 8-10 points | Strong Buy |
| 6-8 points | Buy |
| 4-6 points | Hold |
| 2-4 points | Cautious Operation |
| 0-2 points | Sell |
买卖价位计算
Buy/Sell Price Calculation
买入价位:
- 建仓价:当前价 × 0.95-0.98(回调5%-2%时建仓)
- 加仓价:支撑位附近或均线支撑位
目标价位:
- 参考机构目标价
- PE估值法:合理PE × 预测EPS
- 压力位附近
止损价位:
- 跌破支撑位
- 通常设置为买入价的92%-95%
Buy Price:
- Initial position price: Current price × 0.95-0.98 (build position when retrace 5%-2%)
- Add position price: Near support level or moving average support level
Target Price:
- Refer to institutional target prices
- PE valuation method: Reasonable PE × Predicted EPS
- Near resistance level
Stop Loss Price:
- Break below support level
- Usually set to 92%-95% of the buy price
Step 8: 生成可视化HTML报告(必须执行)
Step 8: Generate Visual HTML Report (Must Execute)
分析完成后,必须生成一个可视化的HTML网页报告并保存到用户工作目录。
After analysis is completed, must generate a visual HTML web report and save it to the user's working directory.
HTML报告要求
HTML Report Requirements
-
文件命名:
{股票代码}_{股票名称}_分析报告_{日期}.html- 示例:
603618_杭电股份_分析报告_20260226.html
- 示例:
-
保存位置:用户当前工作目录
-
报告内容:与Markdown报告内容一致,但以可视化网页形式呈现
-
使用模板:使用作为HTML模板
assets/report_template.html
-
File Naming:
{stock code}_{stock name}_Analysis_Report_{date}.html- Example:
603618_Hangdian_Shares_Analysis_Report_20260226.html
- Example:
-
Save Location: User's current working directory
-
Report Content: Consistent with the Markdown report content, but presented in a visual web format
-
Template Usage: Useas the HTML template
assets/report_template.html
HTML报告特性
HTML Report Features
- 📊 可视化图表:使用进度条、仪表盘展示评分
- 🎨 美观样式:现代化UI设计,响应式布局
- 📱 支持打印:可直接打印或导出PDF
- 🔗 交互链接:包含东方财富相关页面的快捷链接
- 📊 Visual Charts: Use progress bars and dashboards to display scores
- 🎨 Beautiful Style: Modern UI design, responsive layout
- 📱 Print Support: Can be directly printed or exported to PDF
- 🔗 Interactive Links: Contains quick links to relevant Eastmoney pages
生成流程
Generation Process
- 读取 模板
assets/report_template.html - 将分析数据填充到模板中
- 使用 工具保存HTML文件
write_to_file - 使用 工具在浏览器中预览(可选)
preview_url
- Read the template
assets/report_template.html - Fill the analysis data into the template
- Use the tool to save the HTML file
write_to_file - Use the tool to preview in the browser (optional)
preview_url
输出格式
Output Formats
分析完成后,需要输出两种格式的报告:
After analysis is completed, two formats of reports need to be output:
1. 命令行输出(Markdown格式)
1. Command Line Output (Markdown Format)
按照 模板格式输出完整的投资分析报告,包括:
assets/report_template.md- 基本信息:股票代码、名称、行业、市值等
- 基本面分析:估值、盈利、成长、财务健康度
- 新闻面分析:公告、新闻、研报、舆情
- 资金面分析:主力资金、北向资金、融资融券
- 技术面参考:价格位置、均线、支撑压力
- 综合投资建议:评分、结论、买入价、目标价、止损价
- 风险提示
Output a complete investment analysis report according to the template format, including:
assets/report_template.md- Basic Information: Stock code, name, industry, market cap, etc.
- Fundamental Analysis: Valuation, profitability, growth, financial health
- News Analysis: Announcements, news, research reports, public opinion
- Capital Flow Analysis: Main force capital, northbound capital, margin trading
- Technical Reference: Price position, moving averages, support and resistance
- Comprehensive Investment Recommendation: Score, conclusion, buy price, target price, stop loss price
- Risk Warnings
2. 可视化网页报告(HTML格式)
2. Visual Web Report (HTML Format)
使用 模板生成可视化网页:
assets/report_template.html- 生成HTML文件并保存
- 告知用户文件保存位置
- 提供预览链接(如果可行)
Generate a visual web page using the template:
assets/report_template.html- Generate and save the HTML file
- Inform the user of the file save location
- Provide a preview link (if feasible)
下钻策略
Drill-Down Strategy
在分析过程中,根据需要深入访问各个子页面:
登录引导 → 主页搜索 → 搜索结果页 → 股票详情页 → 下钻各数据页面 → 生成报告
↓
┌───────────────┼───────────────┐
↓ ↓ ↓
F10资料页 资金流向页 公告新闻页
↓ ↓ ↓
财务分析 主力追踪 研究报告
股东研究 北向资金
公司概况 融资融券
↓
┌─────────┴─────────┐
↓ ↓
Markdown报告 HTML报告
(命令行输出) (文件保存)During analysis, access various sub-pages in depth as needed:
Login Guide → Homepage Search → Search Results Page → Stock Detail Page → Drill-Down to Various Data Pages → Generate Report
↓
┌───────────────┼───────────────┐
↓ ↓ ↓
F10 Information Page Capital Flow Page Announcement & News Page
↓ ↓ ↓
Financial Analysis Main Force Tracking Research Reports
Shareholder Research Northbound Capital
Company Overview Margin Trading
↓
┌─────────┴─────────┐
↓ ↓
Markdown Report HTML Report
(Command Line Output) (File Save)📊 数据来源追踪(重要!)
📊 Data Source Tracking (Important!)
为什么需要追踪数据来源?
Why Track Data Sources?
为了确保报告的透明度和可信度,必须在最终报告中显示每项数据的来源状态:
- 用户可以清楚知道哪些数据来自东方财富(权威源)
- 用户可以识别哪些数据是通过搜索引擎补充的
- 用户可以了解哪些数据获取失败或未获取
To ensure the transparency and credibility of the report, must display the source status of each data item in the final report:
- Users can clearly know which data comes from Eastmoney (authoritative source)
- Users can identify which data is supplemented by search engines
- Users can understand which data failed to be obtained or was not obtained
数据来源状态定义
Data Source Status Definitions
| 状态 | 标识 | 说明 |
|---|---|---|
| ✅ 东方财富 | | 成功从东方财富网获取 |
| 🔄 搜索补充 | | 东方财富获取失败,通过搜索引擎补充 |
| ❌ 获取失败 | | 无法获取该数据 |
| ⚪ 未参考 | | 未尝试获取该数据 |
| Status | Identifier | Description |
|---|---|---|
| ✅ Eastmoney | | Successfully obtained from Eastmoney.com |
| 🔄 Search Supplement | | Failed to obtain from Eastmoney, supplemented by search engine |
| ❌ Acquisition Failed | | Cannot obtain this data |
| ⚪ Not Referenced | | Did not attempt to obtain this data |
核心数据来源要求
Core Data Source Requirements
以下数据必须优先从东方财富获取,并在报告中标注来源状态:
| 数据项 | 东方财富URL | 优先级 |
|---|---|---|
| 当前股价 | 详情页 | 🔴 必须 |
| 涨跌幅/涨跌额 | 详情页 | 🔴 必须 |
| 总市值 | 详情页 | 🔴 必须 |
| PE/PB | 详情页 | 高 |
| 换手率 | 详情页 | 中 |
| 主力净流入 | | 高 |
| 主力净比 | | 高 |
| 财务指标(ROE等) | F10资料页 | 中 |
| 公告新闻 | 公告/新闻页 | 中 |
The following data must be obtained from Eastmoney first, and the source status must be marked in the report:
| Data Item | Eastmoney URL | Priority |
|---|---|---|
| Current Stock Price | Detail page | 🔴 Must |
| Price Change Percentage/Price Change Amount | Detail page | 🔴 Must |
| Total Market Cap | Detail page | 🔴 Must |
| PE/PB | Detail page | High |
| Turnover Rate | Detail page | Medium |
| Main Force Net Inflow | | High |
| Main Force Net Ratio | | High |
| Financial Indicators (ROE, etc.) | F10 Information Page | Medium |
| Announcements & News | Announcement/News Page | Medium |
报告中数据来源显示格式
Data Source Display Format in Report
在HTML报告和Markdown报告中,必须添加"数据来源状态"区块:
In both HTML and Markdown reports, must add a "Data Source Status" section:
示例:数据来源状态表格
Example: Data Source Status Table
markdown
undefinedmarkdown
undefined📡 数据来源状态
📡 Data Source Status
| 数据项 | 来源 | 状态 |
|---|---|---|
| 当前股价 | 东方财富 | ✅ 成功 |
| 涨跌幅 | 东方财富 | ✅ 成功 |
| 总市值 | 东方财富 | ✅ 成功 |
| PE/PB | 东方财富 | ✅ 成功 |
| 主力净流入 | 东方财富 | ✅ 成功 |
| 主力净比 | 东方财富 | ✅ 成功 |
| 财报数据 | 搜索引擎 | 🔄 补充 |
| 分析师目标价 | 搜索引擎 | 🔄 补充 |
| 机构持仓 | - | ❌ 失败 |
📊 数据完整度:80% | 东财数据占比:60%
---| Data Item | Source | Status |
|---|---|---|
| Current Stock Price | Eastmoney | ✅ Success |
| Price Change Percentage | Eastmoney | ✅ Success |
| Total Market Cap | Eastmoney | ✅ Success |
| PE/PB | Eastmoney | ✅ Success |
| Main Force Net Inflow | Eastmoney | ✅ Success |
| Main Force Net Ratio | Eastmoney | ✅ Success |
| Financial Report Data | Search Engine | 🔄 Supplement |
| Analyst Target Price | Search Engine | 🔄 Supplement |
| Institutional Holdings | - | ❌ Failed |
📊 Data Completeness: 80% | Eastmoney Data Proportion: 60%
---注意事项
Notes
- 登录优先:每次分析前先引导用户登录东方财富,避免限流
- 搜索准确性:如果股票名称模糊,可能返回多个结果,需要确认是否为用户想要的股票
- 数据时效性:股票数据实时变化,分析结果基于获取时刻的数据
- 页面访问:某些页面可能需要多次访问才能获取完整数据
- 备选方案:如果东方财富访问受限,使用 作为数据补充来源
web_search - 双重输出:必须同时输出Markdown报告和HTML报告
- 数据来源标注:必须在报告中显示数据来源状态表格,让用户清楚了解数据可靠性
- 市场代码对照表:
| 市场 | URL路径格式 | 示例URL |
|---|---|---|
| 🇨🇳 A股-沪市 | | |
| 🇨🇳 A股-深市 | | |
| 🇨🇳 A股-北交所 | | |
| 🇭🇰 港股 | | |
| 🇺🇸 美股 | | |
⚠️ 重要:旧版(港股) 和unify/r/116.(美股) 路径已失效!请使用新版unify/r/105.和/hk/路径!/us/
-
港美股特殊说明:
- 港股使用 路径
quote.eastmoney.com/hk/{代码}.html - 美股使用 路径
quote.eastmoney.com/us/{代码}.html - 港美股可能没有完整的F10资料页,需使用 补充基本面数据
web_search - 港美股资金流向数据可能与A股格式不同,需灵活处理
- 美股代码为英文字母(如 AAPL、MU、TSLA),港股为数字(如 00700)
- 港股使用
-
常见美股代码速查:
- AAPL (苹果) / MSFT (微软) / GOOGL (谷歌) / AMZN (亚马逊)
- TSLA (特斯拉) / NVDA (英伟达) / MU (美光) / AMD (超威)
- META (Meta) / NFLX (奈飞) / BABA (阿里) / PDD (拼多多) / JD (京东)
- Login Priority: Guide the user to log in to Eastmoney before each analysis to avoid rate limiting
- Search Accuracy: If the stock name is ambiguous, multiple results may be returned, need to confirm whether it is the stock the user wants
- Data Timeliness: Stock data changes in real time, analysis results are based on data at the time of acquisition
- Page Access: Some pages may need to be accessed multiple times to obtain complete data
- Alternative Plan: If access to Eastmoney is restricted, use as a supplementary data source
web_search - Dual Output: Must output both Markdown and HTML reports simultaneously
- Data Source Labeling: Must display the data source status table in the report, so that users can clearly understand data reliability
- Market Code Comparison Table:
| Market | URL Path Format | Example URL |
|---|---|---|
| 🇨🇳 A-shares - Shanghai | | |
| 🇨🇳 A-shares - Shenzhen | | |
| 🇨🇳 A-shares - Beijing Stock Exchange | | |
| 🇭🇰 Hong Kong Stocks | | |
| 🇺🇸 US Stocks | | |
⚠️ Important: The old paths(Hong Kong stocks) andunify/r/116.(US stocks) are invalid! Please use the newunify/r/105.and/hk/paths!/us/
-
Special Instructions for Hong Kong and US Stocks:
- Hong Kong Stocks use the path
quote.eastmoney.com/hk/{code}.html - US Stocks use the path
quote.eastmoney.com/us/{code}.html - Hong Kong and US stocks may not have complete F10 information pages, need to use to supplement fundamental data
web_search - Capital flow data for Hong Kong and US stocks may be in a different format from A-shares, need to handle flexibly
- US stock codes are letters (e.g., AAPL, MU, TSLA), Hong Kong stock codes are numbers (e.g., 00700)
- Hong Kong Stocks use the
-
Common US Stock Code Quick Reference:
- AAPL (Apple) / MSFT (Microsoft) / GOOGL (Google) / AMZN (Amazon)
- TSLA (Tesla) / NVDA (NVIDIA) / MU (Micron) / AMD (AMD)
- META (Meta) / NFLX (Netflix) / BABA (Alibaba) / PDD (Pinduoduo) / JD (JD.com)
参考资料
Reference Materials
- 详细URL模板和数据解析指南:
references/eastmoney_guide.md - Markdown报告模板:
assets/report_template.md - HTML报告模板:
assets/report_template.html
- Detailed URL templates and data parsing guide:
references/eastmoney_guide.md - Markdown report template:
assets/report_template.md - HTML report template:
assets/report_template.html