stock-analyzer-skill 1.1.0 → 1.2.0

package/scripts/data/portfolio.json

@@ -0,0 +1,100 @@
+{
+  "version": 2,
+  "note": "示例持仓配置（v2）。复制此文件为 portfolio.json 并修改为你的真实持仓。",
+  "positions": [
+    {
+      "code": "sh600989",
+      "name": "宝丰能源",
+      "cost": 18.5,
+      "quantity": 1000,
+      "buy_date": "2025-03-15",
+      "tags": [
+        "能源",
+        "长线"
+      ]
+    },
+    {
+      "code": "sz000807",
+      "name": "云铝股份",
+      "cost": 28.75,
+      "quantity": 1200,
+      "buy_date": "2026-06-09",
+      "tags": [
+        "资源",
+        "有色",
+        "长线"
+      ]
+    },
+    {
+      "code": "sh518880",
+      "name": "黄金ETF",
+      "cost": 9.241,
+      "quantity": 5200,
+      "buy_date": "2025-02-20",
+      "tags": [
+        "避险",
+        "长线"
+      ]
+    },
+    {
+      "code": "sh603993",
+      "name": "洛阳钼业",
+      "cost": 17.31,
+      "quantity": 2100,
+      "buy_date": "2025-05-08",
+      "tags": [
+        "资源",
+        "有色"
+      ]
+    },
+    {
+      "code": "sz002920",
+      "name": "德赛西威",
+      "cost": 96.628,
+      "quantity": 300,
+      "buy_date": "2026-06-09",
+      "tags": [
+        "科技",
+        "智能驾驶"
+      ]
+    },
+    {
+      "code": "sh600276",
+      "name": "恒瑞医药",
+      "cost": 46.905,
+      "quantity": 400,
+      "buy_date": "2026-06-09",
+      "tags": [
+        "医药",
+        "长线"
+      ]
+    },
+    {
+      "code": "sh603799",
+      "name": "华友钴业",
+      "cost": 55.407,
+      "quantity": 700,
+      "buy_date": "2026-06-09",
+      "tags": [
+        "有色",
+        "新能源"
+      ]
+    }
+  ],
+  "watchlist": [
+    {
+      "code": "sh601211",
+      "name": "国泰君安",
+      "target_buy": 14.0,
+      "target_sell": 20.0,
+      "added_date": "2025-05-15"
+    },
+    {
+      "code": "sz300438",
+      "name": "鹏辉能源",
+      "target_buy": 22.0,
+      "target_sell": 35.0,
+      "added_date": "2025-06-03"
+    }
+  ]
+}

package/scripts/data/portfolio_example.json

@@ -1,14 +1,69 @@
 {
-  "version": 1,
-  "note": "示例持仓配置。复制此文件到 portfolio.json 并修改 codes 字段为你的实际持仓。",
-  "codes": [
-    "sh600989",
-    "sz000807",
-    "sh518880",
-    "sh603993",
-    "sz002415",
-    "sh603799",
-    "sh601211",
-    "sz300438"
+  "version": 2,
+  "note": "示例持仓配置（v2）。复制此文件为 portfolio.json 并修改为你的真实持仓。",
+  "positions": [
+    {
+      "code": "sh600989",
+      "name": "宝丰能源",
+      "cost": 18.5,
+      "quantity": 1000,
+      "buy_date": "2025-03-15",
+      "tags": ["能源", "长线"]
+    },
+    {
+      "code": "sz000807",
+      "name": "云铝股份",
+      "cost": 14.2,
+      "quantity": 2000,
+      "buy_date": "2025-04-10",
+      "tags": ["资源"]
+    },
+    {
+      "code": "sh518880",
+      "name": "黄金ETF",
+      "cost": 6.5,
+      "quantity": 5000,
+      "buy_date": "2025-02-20",
+      "tags": ["避险", "长线"]
+    },
+    {
+      "code": "sh603993",
+      "name": "洛阳钼业",
+      "cost": 8.8,
+      "quantity": 3000,
+      "buy_date": "2025-05-08",
+      "tags": ["资源", "有色"]
+    },
+    {
+      "code": "sz002415",
+      "name": "海康威视",
+      "cost": 32.0,
+      "quantity": 500,
+      "buy_date": "2025-03-22",
+      "tags": ["科技"]
+    }
+  ],
+  "watchlist": [
+    {
+      "code": "sh603799",
+      "name": "华友钴业",
+      "target_buy": 28.0,
+      "target_sell": 42.0,
+      "added_date": "2025-06-01"
+    },
+    {
+      "code": "sh601211",
+      "name": "国泰君安",
+      "target_buy": 14.0,
+      "target_sell": 20.0,
+      "added_date": "2025-05-15"
+    },
+    {
+      "code": "sz300438",
+      "name": "鹏辉能源",
+      "target_buy": 22.0,
+      "target_sell": 35.0,
+      "added_date": "2025-06-03"
+    }
   ]
 }

package/scripts/data/sector_stocks.json

@@ -1,67 +1,119 @@
 {
   "_meta": {
-    "updated": "2026-06-05T16:07:35",
+    "updated": "2026-06-08T23:04:59",
     "source": "eastmoney_push2",
     "total_sectors": 14,
-    "total_stocks": 99
+    "total_stocks": 263
   },
   "金融": [
     "sh601398",
     "sh601288",
-    "sh601939",
-    "sh601988",
     "sh600036",
+    "sh601988",
     "sh601166",
     "sh601328",
-    "sh601318",
+    "sh600919",
+    "sh601939",
+    "sz000001",
+    "sz002142",
+    "sh601998",
     "sh600016",
+    "sh600926",
     "sh600000",
+    "sh601009",
+    "sh601818",
+    "sh601658",
     "sh601169",
-    "sh601688",
-    "sh600030",
-    "sh601881",
-    "sh601601"
+    "sh601229",
+    "sh601916"
   ],
   "消费": [
     "sh600519",
+    "sz002342",
     "sz000858",
+    "sh600887",
+    "sz002183",
     "sh600809",
+    "sz000799",
     "sz000568",
-    "sz002304",
-    "sh600887",
-    "sz002714",
-    "sh603288",
-    "sz000661"
+    "sh600382",
+    "sz002570",
+    "sh600996",
+    "sz000729",
+    "sz300972",
+    "sz000895",
+    "sh600872",
+    "sh603156",
+    "sh600702",
+    "sh603369",
+    "sh600704",
+    "sh600779"
   ],
   "医药": [
-    "sz300760",
-    "sh600436",
-    "sz300015",
-    "sh600276",
     "sh603259",
-    "sz300122",
-    "sz000538",
-    "sh600196",
-    "sz002007",
-    "sh688185"
+    "sh600276",
+    "sh688690",
+    "sz300347",
+    "sz300199",
+    "sz300436",
+    "sh688235",
+    "sz002940",
+    "sz002294",
+    "sz300204",
+    "sz002821",
+    "sz300759",
+    "sh603127",
+    "sz300723",
+    "sh688166",
+    "sz301246",
+    "sz002422",
+    "sh688578",
+    "sh688131",
+    "sz000963"
   ],
   "资源": [
-    "sz000807",
+    "sh601899",
+    "sz002428",
+    "sh600549",
+    "sh600111",
     "sh603993",
-    "sh603799",
-    "sh600989",
+    "sz000960",
+    "sh600367",
+    "sz002353",
+    "sh600362",
     "sh601088",
-    "sh601899",
-    "sh600489"
+    "sz300179",
+    "sz000630",
+    "sz002015",
+    "sz000792",
+    "sz002378",
+    "sh600988",
+    "sh600021",
+    "sh600188",
+    "sh600489",
+    "sz002738"
   ],
   "电力": [
-    "sh600900",
-    "sh600025",
-    "sh600886",
-    "sh601985",
-    "sh600795",
-    "sh600011",
-    "sh600027"
+    "sz000100",
+    "sh600396",
+    "sh601991",
+    "sh600667",
+    "sz002202",
+    "sz002015",
+    "sh600021",
+    "sh601868",
+    "sz000539",
+    "sz000767",
+    "sh601016",
+    "sh601615",
+    "sh600821",
+    "sz002617",
+    "sh601669",
+    "sh601778",
+    "sh600744",
+    "sz000601",
+    "sh600310",
+    "sz000600"
   ],
   "石化": [
     "sh600028",
@@ -69,67 +121,179 @@
     "sh600346"
   ],
   "高股息": [
+    "sh601899",
+    "sh688525",
+    "sz301308",
+    "sz000100",
+    "sh601991",
+    "sh603993",
+    "sh603259",
+    "sz300475",
     "sh601398",
-    "sh600900",
-    "sh600028",
-    "sh601857",
-    "sh601088",
-    "sh601328",
-    "sz000807",
-    "sh600886"
+    "sh600089",
+    "sz000960",
+    "sh600519",
+    "sh601288",
+    "sz002460",
+    "sh603799",
+    "sh600036",
+    "sh600362",
+    "sz000630",
+    "sz000792",
+    "sh601988"
   ],
   "科技": [
-    "sz002415",
-    "sh603986",
-    "sh688981",
-    "sh600588",
-    "sz300496",
-    "sz002236"
+    "sz300308",
+    "sh600522",
+    "sh600487",
+    "sz300502",
+    "sz300394",
+    "sz002281",
+    "sz000063",
+    "sh600498",
+    "sh600105",
+    "sh601869",
+    "sz002491",
+    "sz300620",
+    "sh603083",
+    "sz301205",
+    "sz300548",
+    "sh688313",
+    "sh688668",
+    "sz300570",
+    "sz000070",
+    "sz001267"
   ],
   "机器人": [
-    "sh688017",
-    "sz300124",
-    "sz002747",
-    "sz300503",
-    "sz002472",
-    "sh688698",
-    "sz002527",
-    "sz300024"
+    "sz300476",
+    "sz000636",
+    "sh688525",
+    "sz300433",
+    "sz002008",
+    "sz301308",
+    "sz300975",
+    "sz300857",
+    "sh600869",
+    "sz300014",
+    "sz002460",
+    "sz002859",
+    "sz002600",
+    "sz301013",
+    "sz002273",
+    "sh688396",
+    "sh603296",
+    "sz300322",
+    "sh603893",
+    "sz002975"
   ],
   "PCB/AI算力": [
+    "sz300394",
     "sz300476",
-    "sz002463",
-    "sz002916",
-    "sh603228",
-    "sz002436"
+    "sz002384",
+    "sh601138",
+    "sh688008",
+    "sz000063",
+    "sh688041",
+    "sz002008",
+    "sz000657",
+    "sz300857",
+    "sz000938",
+    "sz000977",
+    "sh601208",
+    "sh600176",
+    "sh600330",
+    "sh603019",
+    "sh603256",
+    "sz300570",
+    "sz002859",
+    "sz002080"
   ],
   "军工": [
-    "sh600760",
-    "sz000768",
-    "sh600893",
-    "sh600150",
-    "sh601989",
-    "sh600862"
+    "sz002484",
+    "sh603678",
+    "sh603601",
+    "sz300302",
+    "sz000733",
+    "sz002080",
+    "sz002465",
+    "sz000070",
+    "sh605589",
+    "sz000066",
+    "sz002049",
+    "sh603011",
+    "sh688629",
+    "sz002056",
+    "sz300726",
+    "sz002179",
+    "sh600353",
+    "sh600482",
+    "sh688333",
+    "sh600497"
   ],
   "半导体": [
-    "sz002371",
-    "sh603501",
-    "sh688012",
-    "sz300661",
-    "sh688008",
-    "sz002049"
+    "sh600584",
+    "sh688525",
+    "sz002156",
+    "sz002428",
+    "sz002185",
+    "sh600667",
+    "sz300475",
+    "sz000021",
+    "sh688126",
+    "sh688048",
+    "sh603678",
+    "sh600330",
+    "sz300672",
+    "sz000733",
+    "sz300751",
+    "sz301013",
+    "sz300782",
+    "sz002409",
+    "sz300054",
+    "sh601231"
   ],
   "新能源": [
-    "sz300750",
+    "sz300476",
+    "sz300285",
+    "sz300433",
+    "sz002484",
+    "sz000021",
     "sz300014",
-    "sz300438",
-    "sz300274",
-    "sz002459"
+    "sh600330",
+    "sh603601",
+    "sh603799",
+    "sz000733",
+    "sh601231",
+    "sh603011",
+    "sh688629",
+    "sz002056",
+    "sz300747",
+    "sz300328",
+    "sz002579",
+    "sz000062",
+    "sh600563",
+    "sz300806"
   ],
   "光伏": [
-    "sh601012",
-    "sh600438",
-    "sz002459",
-    "sh688599"
+    "sz300433",
+    "sz002428",
+    "sh601991",
+    "sh600667",
+    "sh600089",
+    "sh600330",
+    "sz300751",
+    "sz300450",
+    "sz002015",
+    "sz002585",
+    "sz300373",
+    "sz002056",
+    "sh600021",
+    "sz300806",
+    "sz301458",
+    "sz002897",
+    "sz000767",
+    "sz300316",
+    "sh688676",
+    "sz002929"
   ]
 }

package/scripts/data/types.py

@@ -14,8 +14,8 @@ class Quote:
     low: float = 0.0
     change_pct: float = 0.0
     change_amt: float = 0.0
-    volume: int = 0          # 手（腾讯源）或 股（新浪源），data 层不归一化
-    amount: float = 0.0      # 万元
+    volume: int = 0          # 股（统一单位：腾讯手×100，新浪/东财原值）
+    amount: float = 0.0      # 元（统一单位：腾讯万×10000，东财万×10000，新浪原值）
     turnover: float = 0.0    # %
     pe: float = 0.0
     pb: float = 0.0
@@ -38,7 +38,7 @@ class KlineBar:
     high: float = 0.0
     low: float = 0.0
     close: float = 0.0
-    volume: int = 0    # 手
+    volume: int = 0    # 股（统一单位）
     amount: float = 0.0
     pct_chg: float = 0.0
     source: str = ""

package/scripts/fetchers/__init__.py

@@ -103,10 +103,43 @@ def get_finance_fetchers() -> list:
     return fetchers
 
 
+def get_flow_fetchers() -> list:
+    """获取所有可用的资金流向数据源。"""
+    fetchers = []
+
+    from .eastmoney_flow import NorthboundFlowFetcher, StockFlowFetcher
+    fetchers.extend([NorthboundFlowFetcher(), StockFlowFetcher()])
+
+    return fetchers
+
+
+def get_lhb_fetchers() -> list:
+    """获取所有可用的龙虎榜数据源。"""
+    fetchers = []
+
+    from .eastmoney_lhb import LhbDetailFetcher, LhbSeatFetcher
+    fetchers.extend([LhbDetailFetcher(), LhbSeatFetcher()])
+
+    return fetchers
+
+
+def get_event_fetchers() -> list:
+    """获取所有可用的事件日历数据源。"""
+    fetchers = []
+
+    from .eastmoney_event import EarningsCalendarFetcher, LockupCalendarFetcher, DividendCalendarFetcher
+    fetchers.extend([EarningsCalendarFetcher(), LockupCalendarFetcher(), DividendCalendarFetcher()])
+
+    return fetchers
+
+
 # 全局管理器（延迟初始化）
 _quote_manager = None
 _kline_manager = None
 _finance_manager = None
+_flow_manager = None
+_lhb_manager = None
+_event_manager = None
 
 
 def get_quote_manager() -> DataFetcherManager:
@@ -128,3 +161,24 @@ def get_finance_manager() -> DataFetcherManager:
     if _finance_manager is None:
         _finance_manager = DataFetcherManager(get_finance_fetchers())
     return _finance_manager
+
+
+def get_flow_manager() -> DataFetcherManager:
+    global _flow_manager
+    if _flow_manager is None:
+        _flow_manager = DataFetcherManager(get_flow_fetchers())
+    return _flow_manager
+
+
+def get_lhb_manager() -> DataFetcherManager:
+    global _lhb_manager
+    if _lhb_manager is None:
+        _lhb_manager = DataFetcherManager(get_lhb_fetchers())
+    return _lhb_manager
+
+
+def get_event_manager() -> DataFetcherManager:
+    global _event_manager
+    if _event_manager is None:
+        _event_manager = DataFetcherManager(get_event_fetchers())
+    return _event_manager