akshare-one 0.3.6__py3-none-any.whl → 0.3.8__py3-none-any.whl

akshare_one/modules/financial/sina.py

@@ -1,292 +1,292 @@
-import pandas as pd
-import akshare as ak
-
-from ..cache import cache
-from .base import FinancialDataProvider
-
-
-class SinaFinancialReport(FinancialDataProvider):
-    """Financial data provider for Sina finance reports.
-
-    Provides standardized access to balance sheet, income statement,
-    and cash flow data from Sina finance API.
-    """
-
-    def __init__(self, symbol: str) -> None:
-        super().__init__(symbol)
-        self.stock = (
-            f"sh{symbol}" if not symbol.startswith(("sh", "sz", "bj")) else symbol
-        )
-
-    @cache(
-        "financial_cache", key=lambda self, symbol=None: f"sina_balance_{self.symbol}"
-    )
-    def get_balance_sheet(self) -> pd.DataFrame:
-        """获取资产负债表数据
-
-        Args:
-            symbol: 股票代码 (如 "600600")
-
-        Returns:
-            Standardized DataFrame with balance sheet data
-        """
-        raw_df = ak.stock_financial_report_sina(stock=self.stock, symbol="资产负债表")
-        return self._clean_balance_data(raw_df)
-
-    @cache(
-        "financial_cache", key=lambda self, symbol=None: f"sina_income_{self.symbol}"
-    )
-    def get_income_statement(self) -> pd.DataFrame:
-        """获取利润表数据
-
-        Args:
-            symbol: 股票代码 (如 "600600")
-
-        Returns:
-            Standardized DataFrame with income statement data
-        """
-        raw_df = ak.stock_financial_report_sina(stock=self.stock, symbol="利润表")
-        return self._clean_income_data(raw_df)
-
-    @cache("financial_cache", key=lambda self, symbol=None: f"sina_cash_{self.symbol}")
-    def get_cash_flow(self) -> pd.DataFrame:
-        """获取现金流量表数据
-
-        Args:
-            symbol: 股票代码 (如 "600600")
-
-        Returns:
-            Standardized DataFrame with cash flow data
-        """
-        raw_df = ak.stock_financial_report_sina(stock=self.stock, symbol="现金流量表")
-        return self._clean_cash_data(raw_df)
-
-    def _clean_cash_data(self, raw_df: pd.DataFrame) -> pd.DataFrame:
-        """清理和标准化现金流量表数据
-
-        Args:
-            raw_df: Raw DataFrame from Sina API
-
-        Returns:
-            Standardized DataFrame with consistent columns
-        """
-        # Convert timestamp columns if exists
-        if "报告日" in raw_df.columns:
-            raw_df = raw_df.rename(columns={"报告日": "report_date"})
-            raw_df["report_date"] = pd.to_datetime(
-                raw_df["report_date"], format="%Y%m%d"
-            )
-
-        # Define column mappings and required columns
-        column_mapping = {
-            "币种": "currency",
-            "经营活动产生的现金流量净额": "net_cash_flow_from_operations",
-            "购建固定资产、无形资产和其他长期资产支付的现金": "capital_expenditure",
-            "取得子公司及其他营业单位支付的现金净额": "business_acquisitions_and_disposals",
-            "投资活动产生的现金流量净额": "net_cash_flow_from_investing",
-            "取得借款收到的现金": "issuance_or_repayment_of_debt_securities",
-            "吸收投资收到的现金": "issuance_or_purchase_of_equity_shares",
-            "筹资活动产生的现金流量净额": "net_cash_flow_from_financing",
-            "现金及现金等价物净增加额": "change_in_cash_and_equivalents",
-            "汇率变动对现金及现金等价物的影响": "effect_of_exchange_rate_changes",
-            "期末现金及现金等价物余额": "ending_cash_balance",
-            "销售商品、提供劳务收到的现金": "cash_from_sales",
-            "收到的税费返还": "tax_refunds_received",
-            "支付给职工以及为职工支付的现金": "cash_paid_to_employees",
-            "支付的各项税费": "taxes_paid",
-            "经营活动现金流入小计": "total_cash_inflow_from_operations",
-            "经营活动现金流出小计": "total_cash_outflow_from_operations",
-            "收回投资所收到的现金": "cash_from_investment_recovery",
-            "取得投资收益收到的现金": "cash_from_investment_income",
-            "处置固定资产、无形资产收回的现金": "cash_from_asset_sales",
-            "投资活动现金流入小计": "total_cash_inflow_from_investing",
-            "投资活动现金流出小计": "total_cash_outflow_from_investing",
-            "分配股利、利润或偿付利息所支付的现金": "cash_paid_for_dividends_and_interest",
-            "偿还债务支付的现金": "cash_paid_for_debt_repayment",
-            "筹资活动现金流入小计": "total_cash_inflow_from_financing",
-            "筹资活动现金流出小计": "total_cash_outflow_from_financing",
-            "期初现金及现金等价物余额": "beginning_cash_balance",
-            "现金的期末余额": "ending_cash",
-            "现金等价物的期末余额": "ending_cash_equivalents",
-        }
-
-        required_columns = ["report_date"] + list(column_mapping.values())
-        return raw_df.rename(columns=column_mapping).reindex(columns=required_columns)
-
-    def _clean_balance_data(self, raw_df: pd.DataFrame) -> pd.DataFrame:
-        """清理和标准化资产负债表数据
-
-        Args:
-            raw_df: Raw DataFrame from Sina API
-
-        Returns:
-            Standardized DataFrame with consistent columns
-        """
-        # Convert timestamp columns if exists
-        if "报告日" in raw_df.columns:
-            raw_df = raw_df.rename(columns={"报告日": "report_date"})
-            raw_df["report_date"] = pd.to_datetime(
-                raw_df["report_date"], format="%Y%m%d"
-            )
-
-        # Define and apply column mappings in one optimized operation
-        raw_df = raw_df.rename(
-            columns={
-                "币种": "currency",
-                "资产总计": "total_assets",
-                "流动资产合计": "current_assets",
-                "货币资金": "cash_and_equivalents",
-                "存货": "inventory",
-                "交易性金融资产": "current_investments",
-                "应收票据及应收账款": "trade_and_non_trade_receivables",
-                "非流动资产合计": "non_current_assets",
-                "固定资产": "property_plant_and_equipment",
-                "商誉": "goodwill_and_intangible_assets",
-                "长期股权投资": "investments",
-                "其他非流动金融资产": "non_current_investments",
-                "实收资本(或股本)": "outstanding_shares",
-                "递延所得税资产": "tax_assets",
-                "负债合计": "total_liabilities",
-                "流动负债合计": "current_liabilities",
-                "短期借款": "current_debt",
-                "应付票据及应付账款": "trade_and_non_trade_payables",
-                "合同负债": "deferred_revenue",
-                "吸收存款及同业存放": "deposit_liabilities",
-                "非流动负债合计": "non_current_liabilities",
-                "长期借款": "non_current_debt",
-                "递延所得税负债": "tax_liabilities",
-                "所有者权益(或股东权益)合计": "shareholders_equity",
-                "未分配利润": "retained_earnings",
-                "其他综合收益": "accumulated_other_comprehensive_income",
-                "应收账款": "accounts_receivable",
-                "预付款项": "prepayments",
-                "其他应收款": "other_receivables",
-                "固定资产净值": "fixed_assets_net",
-                "在建工程": "construction_in_progress",
-                "资本公积": "capital_reserve",
-                "少数股东权益": "minority_interest",
-            }
-        )
-
-        # Select only required columns
-        required_columns = [
-            "report_date",
-            "currency",
-            "total_assets",
-            "current_assets",
-            "cash_and_equivalents",
-            "inventory",
-            "current_investments",
-            "trade_and_non_trade_receivables",
-            "non_current_assets",
-            "property_plant_and_equipment",
-            "goodwill_and_intangible_assets",
-            "investments",
-            "non_current_investments",
-            "outstanding_shares",
-            "tax_assets",
-            "total_liabilities",
-            "current_liabilities",
-            "current_debt",
-            "trade_and_non_trade_payables",
-            "deferred_revenue",
-            "deposit_liabilities",
-            "non_current_liabilities",
-            "non_current_debt",
-            "tax_liabilities",
-            "shareholders_equity",
-            "retained_earnings",
-            "accumulated_other_comprehensive_income",
-            "accounts_receivable",
-            "prepayments",
-            "other_receivables",
-            "fixed_assets_net",
-            "construction_in_progress",
-            "capital_reserve",
-            "current_ratio",
-            "debt_to_assets",
-            "minority_interest",
-        ]
-
-        # Calculate financial ratios using vectorized operations
-        cols = ["current_debt", "non_current_debt"]
-        raw_df[cols] = raw_df[cols].apply(pd.to_numeric, errors="coerce")
-        raw_df["total_debt"] = raw_df[cols].fillna(0).sum(axis=1)
-
-        # Pre-calculate denominator conditions
-        valid_current_liab = raw_df["current_liabilities"].ne(0)
-        valid_total_assets = raw_df["total_assets"].ne(0)
-
-        # Calculate ratios in one operation
-        ratios = pd.DataFrame(
-            {
-                "current_ratio": raw_df["current_assets"]
-                / raw_df["current_liabilities"],
-                "cash_ratio": raw_df["cash_and_equivalents"]
-                / raw_df["current_liabilities"],
-                "debt_to_assets": raw_df["total_debt"] / raw_df["total_assets"],
-            }
-        )
-
-        # Apply conditions
-        cond = pd.DataFrame(
-            {
-                "current_ratio": valid_current_liab,
-                "cash_ratio": valid_current_liab,
-                "debt_to_assets": valid_total_assets,
-            },
-            index=ratios.index,
-        )
-        raw_df = raw_df.join(ratios.where(cond))
-
-        return raw_df.reindex(columns=required_columns)
-
-    def _clean_income_data(self, raw_df: pd.DataFrame) -> pd.DataFrame:
-        """清理和标准化利润表数据
-
-        Args:
-            raw_df: Raw DataFrame from Sina API
-
-        Returns:
-            Standardized DataFrame with consistent columns
-        """
-        # Convert timestamp columns if exists
-        if "报告日" in raw_df.columns:
-            raw_df = raw_df.rename(columns={"报告日": "report_date"})
-            raw_df["report_date"] = pd.to_datetime(
-                raw_df["report_date"], format="%Y%m%d"
-            )
-
-        # Define column mappings and required columns
-        column_mapping = {
-            "币种": "currency",
-            "营业总收入": "revenue",
-            "营业收入": "operating_revenue",
-            "营业总成本": "total_operating_costs",
-            "营业成本": "cost_of_revenue",
-            "营业利润": "operating_profit",
-            "销售费用": "selling_general_and_administrative_expenses",
-            "管理费用": "operating_expense",
-            "研发费用": "research_and_development",
-            "利息支出": "interest_expense",
-            "利润总额": "ebit",
-            "所得税费用": "income_tax_expense",
-            "净利润": "net_income",
-            "归属于母公司所有者的净利润": "net_income_common_stock",
-            "少数股东损益": "net_income_non_controlling_interests",
-            "基本每股收益": "earnings_per_share",
-            "稀释每股收益": "earnings_per_share_diluted",
-            "投资收益": "investment_income",
-            "公允价值变动收益": "fair_value_adjustments",
-            "资产减值损失": "asset_impairment_loss",
-            "财务费用": "financial_expenses",
-            "营业税金及附加": "taxes_and_surcharges",
-            "其他综合收益": "other_comprehensive_income",
-            "综合收益总额": "total_comprehensive_income",
-        }
-
-        required_columns = ["report_date"] + list(column_mapping.values())
-        return raw_df.rename(columns=column_mapping).reindex(columns=required_columns)
-
-    def get_financial_metrics(self):
-        pass
+import pandas as pd
+import akshare as ak
+
+from ..cache import cache
+from .base import FinancialDataProvider
+
+
+class SinaFinancialReport(FinancialDataProvider):
+    """Financial data provider for Sina finance reports.
+
+    Provides standardized access to balance sheet, income statement,
+    and cash flow data from Sina finance API.
+    """
+
+    def __init__(self, symbol: str) -> None:
+        super().__init__(symbol)
+        self.stock = (
+            f"sh{symbol}" if not symbol.startswith(("sh", "sz", "bj")) else symbol
+        )
+
+    @cache(
+        "financial_cache", key=lambda self, symbol=None: f"sina_balance_{self.symbol}"
+    )
+    def get_balance_sheet(self) -> pd.DataFrame:
+        """获取资产负债表数据
+
+        Args:
+            symbol: 股票代码 (如 "600600")
+
+        Returns:
+            Standardized DataFrame with balance sheet data
+        """
+        raw_df = ak.stock_financial_report_sina(stock=self.stock, symbol="资产负债表")
+        return self._clean_balance_data(raw_df)
+
+    @cache(
+        "financial_cache", key=lambda self, symbol=None: f"sina_income_{self.symbol}"
+    )
+    def get_income_statement(self) -> pd.DataFrame:
+        """获取利润表数据
+
+        Args:
+            symbol: 股票代码 (如 "600600")
+
+        Returns:
+            Standardized DataFrame with income statement data
+        """
+        raw_df = ak.stock_financial_report_sina(stock=self.stock, symbol="利润表")
+        return self._clean_income_data(raw_df)
+
+    @cache("financial_cache", key=lambda self, symbol=None: f"sina_cash_{self.symbol}")
+    def get_cash_flow(self) -> pd.DataFrame:
+        """获取现金流量表数据
+
+        Args:
+            symbol: 股票代码 (如 "600600")
+
+        Returns:
+            Standardized DataFrame with cash flow data
+        """
+        raw_df = ak.stock_financial_report_sina(stock=self.stock, symbol="现金流量表")
+        return self._clean_cash_data(raw_df)
+
+    def _clean_cash_data(self, raw_df: pd.DataFrame) -> pd.DataFrame:
+        """清理和标准化现金流量表数据
+
+        Args:
+            raw_df: Raw DataFrame from Sina API
+
+        Returns:
+            Standardized DataFrame with consistent columns
+        """
+        # Convert timestamp columns if exists
+        if "报告日" in raw_df.columns:
+            raw_df = raw_df.rename(columns={"报告日": "report_date"})
+            raw_df["report_date"] = pd.to_datetime(
+                raw_df["report_date"], format="%Y%m%d"
+            )
+
+        # Define column mappings and required columns
+        column_mapping = {
+            "币种": "currency",
+            "经营活动产生的现金流量净额": "net_cash_flow_from_operations",
+            "购建固定资产、无形资产和其他长期资产支付的现金": "capital_expenditure",
+            "取得子公司及其他营业单位支付的现金净额": "business_acquisitions_and_disposals",
+            "投资活动产生的现金流量净额": "net_cash_flow_from_investing",
+            "取得借款收到的现金": "issuance_or_repayment_of_debt_securities",
+            "吸收投资收到的现金": "issuance_or_purchase_of_equity_shares",
+            "筹资活动产生的现金流量净额": "net_cash_flow_from_financing",
+            "现金及现金等价物净增加额": "change_in_cash_and_equivalents",
+            "汇率变动对现金及现金等价物的影响": "effect_of_exchange_rate_changes",
+            "期末现金及现金等价物余额": "ending_cash_balance",
+            "销售商品、提供劳务收到的现金": "cash_from_sales",
+            "收到的税费返还": "tax_refunds_received",
+            "支付给职工以及为职工支付的现金": "cash_paid_to_employees",
+            "支付的各项税费": "taxes_paid",
+            "经营活动现金流入小计": "total_cash_inflow_from_operations",
+            "经营活动现金流出小计": "total_cash_outflow_from_operations",
+            "收回投资所收到的现金": "cash_from_investment_recovery",
+            "取得投资收益收到的现金": "cash_from_investment_income",
+            "处置固定资产、无形资产收回的现金": "cash_from_asset_sales",
+            "投资活动现金流入小计": "total_cash_inflow_from_investing",
+            "投资活动现金流出小计": "total_cash_outflow_from_investing",
+            "分配股利、利润或偿付利息所支付的现金": "cash_paid_for_dividends_and_interest",
+            "偿还债务支付的现金": "cash_paid_for_debt_repayment",
+            "筹资活动现金流入小计": "total_cash_inflow_from_financing",
+            "筹资活动现金流出小计": "total_cash_outflow_from_financing",
+            "期初现金及现金等价物余额": "beginning_cash_balance",
+            "现金的期末余额": "ending_cash",
+            "现金等价物的期末余额": "ending_cash_equivalents",
+        }
+
+        required_columns = ["report_date"] + list(column_mapping.values())
+        return raw_df.rename(columns=column_mapping).reindex(columns=required_columns)
+
+    def _clean_balance_data(self, raw_df: pd.DataFrame) -> pd.DataFrame:
+        """清理和标准化资产负债表数据
+
+        Args:
+            raw_df: Raw DataFrame from Sina API
+
+        Returns:
+            Standardized DataFrame with consistent columns
+        """
+        # Convert timestamp columns if exists
+        if "报告日" in raw_df.columns:
+            raw_df = raw_df.rename(columns={"报告日": "report_date"})
+            raw_df["report_date"] = pd.to_datetime(
+                raw_df["report_date"], format="%Y%m%d"
+            )
+
+        # Define and apply column mappings in one optimized operation
+        raw_df = raw_df.rename(
+            columns={
+                "币种": "currency",
+                "资产总计": "total_assets",
+                "流动资产合计": "current_assets",
+                "货币资金": "cash_and_equivalents",
+                "存货": "inventory",
+                "交易性金融资产": "current_investments",
+                "应收票据及应收账款": "trade_and_non_trade_receivables",
+                "非流动资产合计": "non_current_assets",
+                "固定资产": "property_plant_and_equipment",
+                "商誉": "goodwill_and_intangible_assets",
+                "长期股权投资": "investments",
+                "其他非流动金融资产": "non_current_investments",
+                "实收资本(或股本)": "outstanding_shares",
+                "递延所得税资产": "tax_assets",
+                "负债合计": "total_liabilities",
+                "流动负债合计": "current_liabilities",
+                "短期借款": "current_debt",
+                "应付票据及应付账款": "trade_and_non_trade_payables",
+                "合同负债": "deferred_revenue",
+                "吸收存款及同业存放": "deposit_liabilities",
+                "非流动负债合计": "non_current_liabilities",
+                "长期借款": "non_current_debt",
+                "递延所得税负债": "tax_liabilities",
+                "所有者权益(或股东权益)合计": "shareholders_equity",
+                "未分配利润": "retained_earnings",
+                "其他综合收益": "accumulated_other_comprehensive_income",
+                "应收账款": "accounts_receivable",
+                "预付款项": "prepayments",
+                "其他应收款": "other_receivables",
+                "固定资产净值": "fixed_assets_net",
+                "在建工程": "construction_in_progress",
+                "资本公积": "capital_reserve",
+                "少数股东权益": "minority_interest",
+            }
+        )
+
+        # Select only required columns
+        required_columns = [
+            "report_date",
+            "currency",
+            "total_assets",
+            "current_assets",
+            "cash_and_equivalents",
+            "inventory",
+            "current_investments",
+            "trade_and_non_trade_receivables",
+            "non_current_assets",
+            "property_plant_and_equipment",
+            "goodwill_and_intangible_assets",
+            "investments",
+            "non_current_investments",
+            "outstanding_shares",
+            "tax_assets",
+            "total_liabilities",
+            "current_liabilities",
+            "current_debt",
+            "trade_and_non_trade_payables",
+            "deferred_revenue",
+            "deposit_liabilities",
+            "non_current_liabilities",
+            "non_current_debt",
+            "tax_liabilities",
+            "shareholders_equity",
+            "retained_earnings",
+            "accumulated_other_comprehensive_income",
+            "accounts_receivable",
+            "prepayments",
+            "other_receivables",
+            "fixed_assets_net",
+            "construction_in_progress",
+            "capital_reserve",
+            "current_ratio",
+            "debt_to_assets",
+            "minority_interest",
+        ]
+
+        # Calculate financial ratios using vectorized operations
+        cols = ["current_debt", "non_current_debt"]
+        raw_df[cols] = raw_df[cols].apply(pd.to_numeric, errors="coerce")
+        raw_df["total_debt"] = raw_df[cols].fillna(0).sum(axis=1)
+
+        # Pre-calculate denominator conditions
+        valid_current_liab = raw_df["current_liabilities"].ne(0)
+        valid_total_assets = raw_df["total_assets"].ne(0)
+
+        # Calculate ratios in one operation
+        ratios = pd.DataFrame(
+            {
+                "current_ratio": raw_df["current_assets"]
+                / raw_df["current_liabilities"],
+                "cash_ratio": raw_df["cash_and_equivalents"]
+                / raw_df["current_liabilities"],
+                "debt_to_assets": raw_df["total_debt"] / raw_df["total_assets"],
+            }
+        )
+
+        # Apply conditions
+        cond = pd.DataFrame(
+            {
+                "current_ratio": valid_current_liab,
+                "cash_ratio": valid_current_liab,
+                "debt_to_assets": valid_total_assets,
+            },
+            index=ratios.index,
+        )
+        raw_df = raw_df.join(ratios.where(cond))
+
+        return raw_df.reindex(columns=required_columns)
+
+    def _clean_income_data(self, raw_df: pd.DataFrame) -> pd.DataFrame:
+        """清理和标准化利润表数据
+
+        Args:
+            raw_df: Raw DataFrame from Sina API
+
+        Returns:
+            Standardized DataFrame with consistent columns
+        """
+        # Convert timestamp columns if exists
+        if "报告日" in raw_df.columns:
+            raw_df = raw_df.rename(columns={"报告日": "report_date"})
+            raw_df["report_date"] = pd.to_datetime(
+                raw_df["report_date"], format="%Y%m%d"
+            )
+
+        # Define column mappings and required columns
+        column_mapping = {
+            "币种": "currency",
+            "营业总收入": "revenue",
+            "营业收入": "operating_revenue",
+            "营业总成本": "total_operating_costs",
+            "营业成本": "cost_of_revenue",
+            "营业利润": "operating_profit",
+            "销售费用": "selling_general_and_administrative_expenses",
+            "管理费用": "operating_expense",
+            "研发费用": "research_and_development",
+            "利息支出": "interest_expense",
+            "利润总额": "ebit",
+            "所得税费用": "income_tax_expense",
+            "净利润": "net_income",
+            "归属于母公司所有者的净利润": "net_income_common_stock",
+            "少数股东损益": "net_income_non_controlling_interests",
+            "基本每股收益": "earnings_per_share",
+            "稀释每股收益": "earnings_per_share_diluted",
+            "投资收益": "investment_income",
+            "公允价值变动收益": "fair_value_adjustments",
+            "资产减值损失": "asset_impairment_loss",
+            "财务费用": "financial_expenses",
+            "营业税金及附加": "taxes_and_surcharges",
+            "其他综合收益": "other_comprehensive_income",
+            "综合收益总额": "total_comprehensive_income",
+        }
+
+        required_columns = ["report_date"] + list(column_mapping.values())
+        return raw_df.rename(columns=column_mapping).reindex(columns=required_columns)
+
+    def get_financial_metrics(self):
+        pass