siat 3.10.131__py3-none-any.whl → 3.10.132__py3-none-any.whl

build/lib/build/lib/siat/financials2.py

@@ -0,0 +1,1278 @@
+# -*- coding: utf-8 -*-
+"""
+本模块功能：计算财务报表比例，应用层
+所属工具包：证券投资分析工具SIAT 
+SIAT：Security Investment Analysis Tool
+创建日期：2023年11月23日
+最新修订日期：2023年11月23日
+作者：王德宏 (WANG Dehong, Peter)
+作者单位：北京外国语大学国际商学院
+作者邮件：wdehong2000@163.com
+版权所有：王德宏
+用途限制：仅限研究与教学使用，不可商用！商用需要额外授权。
+特别声明：作者不对使用本工具进行证券投资导致的任何损益负责！
+"""
+#==============================================================================
+#关闭所有警告
+import warnings; warnings.filterwarnings('ignore')
+#==============================================================================
+#本模块的公共引用
+from siat.common import *
+from siat.translate import *
+from siat.financial_statements import *
+from siat.financials import *
+from siat.stock import *
+from siat.grafix import *
+#==============================================================================
+import matplotlib.pyplot as plt
+
+#plt.rcParams['figure.figsize']=(12.8,7.2)
+plt.rcParams['figure.figsize']=(12.8,6.4)
+plt.rcParams['figure.dpi']=300
+plt.rcParams['font.size'] = 13
+plt.rcParams['xtick.labelsize']=11 #横轴字体大小
+plt.rcParams['ytick.labelsize']=11 #纵轴字体大小
+
+title_txt_size=16
+ylabel_txt_size=14
+xlabel_txt_size=14
+legend_txt_size=14
+
+#设置绘图风格：网格虚线
+plt.rcParams['axes.grid']=True
+#plt.rcParams['grid.color']='steelblue'
+#plt.rcParams['grid.linestyle']='dashed'
+#plt.rcParams['grid.linewidth']=0.5
+#plt.rcParams['axes.facecolor']='whitesmoke'
+
+#处理绘图汉字乱码问题
+import sys; czxt=sys.platform
+if czxt in ['win32','win64']:
+    plt.rcParams['font.sans-serif'] = ['SimHei']  # 设置默认字体
+    mpfrc={'font.family': 'SimHei'}
+
+if czxt in ['darwin']: #MacOSX
+    plt.rcParams['font.family']= ['Heiti TC']
+    mpfrc={'font.family': 'Heiti TC'}
+
+if czxt in ['linux']: #website Jupyter
+    plt.rcParams['font.family']= ['Heiti TC']
+    mpfrc={'font.family':'Heiti TC'}
+
+# 解决保存图像时'-'显示为方块的问题
+plt.rcParams['axes.unicode_minus'] = False 
+#==============================================================================
+if __name__=='__main__':
+    #测试1
+    tickers="JD"
+    analysis_type='Balance Sheet'
+    fsdates='2023-12-31'
+    
+    font_size='16px'
+    business_period='annual'
+    
+    
+    tickers=["JD","00700.HK",'BABA','09999.HK']
+    fsdates='2023-12-31'
+    
+    analysis_type='Balance Sheet'
+    analysis_type='Income Statement'
+    analysis_type='Cash Flow Statement'
+    
+    fs_analysis(tickers,fsdates,analysis_type='balance sheet')
+    fs_analysis(tickers,fsdates,analysis_type='income statement')
+    fs_analysis(tickers,fsdates,analysis_type='cash flow statement')
+
+    tickers=["000002.SZ","600266.SS",'600383.SS','600048.SS']    
+    fsdates=['2021-12-31','2020-12-31','2019-12-31','2018-12-31']
+    fs_analysis(tickers,fsdates,analysis_type='fs summary')
+    fs_analysis(tickers,fsdates,analysis_type='financial indicator')
+    
+    tickers='00700.HK'
+    analysis_type='profile'
+    category='profile'
+    fs_analysis(tickers,fsdates,analysis_type='profile')
+    fs_analysis(tickers,fsdates,analysis_type='profile',category='shareholder')
+    fs_analysis(tickers,fsdates,analysis_type='profile',category='dividend')
+    fs_analysis(tickers,fsdates,analysis_type='profile',category='business')
+    fs_analysis(tickers,fsdates,analysis_type='profile',category='business',business_period='annual')
+    fs_analysis(tickers,fsdates,analysis_type='profile',category='valuation')
+    fs_analysis(tickers,fsdates,analysis_type='profile',category='financial')
+    
+    tickers='03333.HK'; analysis_type='financial indicator'
+
+def fs_analysis(tickers,fsdates=[],analysis_type='balance sheet', \
+                category='profile',business_period='annual', \
+                    items_included='all', \
+                scale1=10,scale2=10,dupont_sort='PM',
+                printout=True, \
+               #entry_sort=False, \
+                facecolor='papayawhip',font_size='16px'
+                ):
+    """
+    ===========================================================================
+    功能：分析境外上市公司财报信息
+    
+    主要参数：
+    tickers：股票列表，对比分析时需要多个股票，单列财报时仅取第一个股票
+    fsdates：财报日期，可为单个日期或日期列表，注意境外上市公司财报日期与中国大陆的不同
+    
+    analysis_type：分析类型，可为企业概况('profile')、资产负债表简表('balance sheet')、
+    利润表简表('income statement')、现金流量表简表('cash flow')、财报概况('financial summary')、
+    财务比率('financial indicator')、杜邦分析('dupont identity')
+    
+    category：企业概况分类，，仅当analysis_type='profile'时有效，
+    可为基本信息'profile'、高管概况('officers')、分红('dividend')、股票分拆('split')、市场表现('market')、
+    财务状况('financial')、一般风险('risk')、ESG风险('esg')
+    
+    business_period：业务期间类型，可为季报'quarterly'，默认年报'annual'、最近的6次报告'recent', 所有'all' 
+    items_included：默认输出所有报表项目，可以列表形式选择其中一部分。
+    scale1：仅用于杜邦分析，放大倍数（以便缩小与EM之间的数量级差异），用于Profit Margin，默认10
+    scale2：仅用于杜邦分析，放大倍数，用于Total Asset Turnover，默认10
+    dupont_sort：仅用于杜邦分析，用于排序指标，默认净利润率'PM'，还可为总资产周转率'TAT'或权益乘数'EM'
+    printout：是否显示数据表，默认是True
+    facecolor：背景颜色，默认小麦黄'papayawhip'
+    font_size：标题字体大小，默认'16px'
+    
+    示例：
+    #指定上市公司的股票代码：苹果
+    ticker='AAPL'
+    #指定进行对比的上市公司股票代码：苹果，微软，英伟达，高通
+    tickers=['AAPL','MSFT','NVDA','QCOM']
+    # 公司基本信息
+    profile=fs_analysis(ticker,analysis_type='profile')
+    # 证券分红
+    dividend=fs_analysis(ticker,analysis_type='profile',category='dividend')
+    # 证券分拆
+    split=fs_analysis(ticker,analysis_type='profile',category='split')
+    # 基本市场指标
+    frates=fs_analysis(ticker,analysis_type='profile',category='market')
+    # 基本财务比率
+    frates=fs_analysis(ticker,analysis_type='profile',category='financial')
+    # 一般风险评估
+    frates=fs_analysis(ticker,analysis_type='profile',category='risk')
+    # ESG风险评估
+    frates=fs_analysis(ticker,analysis_type='profile',category='esg')
+    # Balance sheet
+    bs=fs_analysis(ticker,
+               analysis_type='balance sheet')
+    # Income statement
+    ist=fs_analysis(ticker,
+               analysis_type='income statement')
+    # Cash flow statement
+    cfs=fs_analysis(ticker,
+               analysis_type='cash flow statement')
+    # Financial summary
+    fs=fs_analysis(ticker,
+               analysis_type='financial summary')
+    # Financial ratios：单个企业
+    fs=fs_analysis(ticker,
+               analysis_type='financial indicator')
+    # Financial ratios：同行对比。注意：美股上市公司年报日期不统一，可比性较差！
+    fs=fs_analysis(tickers,
+                   analysis_type='financial indicator')
+    # Dupont identity：同行对比
+    fs=fs_analysis(tickers,
+               analysis_type='dupont identity')
+    
+    注意1：仅从雅虎财经获取数据
+    注意2：不同经济体上市公司报表币种可能不同，金额项目仅进行同公司对比，不进行公司间对比
+    注意3：公司间仅对比财务比率和杜邦分析
+    注意4：不同经济体上市公司年报季报日期不同，需要列示报表日期和类型(年报或季报)
+       
+    """
+    DEBUG=False
+    
+    import numpy as np
+    import pandas as pd
+
+    #屏蔽函数内print信息输出的类
+    import os, sys
+    class HiddenPrints:
+        def __enter__(self):
+            self._original_stdout = sys.stdout
+            sys.stdout = open(os.devnull, 'w')
+
+        def __exit__(self, exc_type, exc_val, exc_tb):
+            sys.stdout.close()
+            sys.stdout = self._original_stdout
+        
+    # 统一转小写，便于判断
+    analysis_type1=analysis_type.lower()
+    
+    # 今日
+    import datetime as dt
+    todaydt=dt.date.today().strftime('%Y-%m-%d')
+    
+    # 定义数量级
+    million=1000000
+    billion=million * 1000
+    
+    #确定表格字体大小
+    titile_font_size=font_size
+    heading_font_size=data_font_size=str(int(font_size.replace('px',''))-3)+'px'
+    
+    # 基于analysis_type1的类型分别处理
+    #if ('profile' in analysis_type1):
+    if contains_any(analysis_type1,['profile']):
+        # 股票需为单只股票，若为列表则仅取第一个        
+        if not isinstance(tickers,str):
+            if isinstance(tickers,list): tickers=tickers[0]
+            else:
+                print("  #Warning(fs_analysis_china): {} must be one ticker or ticker list".format(tickers))
+                return  None      
+
+        # 检查category
+        #category_list=['profile','officers','market_rates','dividend','split','fin_rates','risk_general','risk_esg']
+        category_list=['profile','officers','market rates','dividend','split','financial rates','general risk','esg']
+        
+        #if category == 'profile':
+        if contains_any(category,['profile']):
+            info=get_stock_profile(tickers)
+        #elif category == 'dividend':
+        elif contains_any(category,['dividend']):
+            #info=stock_dividend(tickers,start='1990-1-1',end=todaydt)
+            info=stock_dividend(tickers)
+        #elif category == 'stock_split':    
+        elif contains_any(category,['split']):
+            #info=stock_split(tickers,start='1990-1-1',end=todaydt)
+            info=stock_split(tickers)
+        elif contains_any(category,['market']):
+            category='market_rates'
+            info=get_stock_profile(tickers,info_type=category)
+        elif contains_any(category,['financial']):
+            category='fin_rates'
+            info=get_stock_profile(tickers,info_type=category)
+            
+        elif contains_any(category,['risk']):
+            #这里的是风险指标，数值越大风险越高，数值越小越好
+            category='risk_general'
+            info=get_stock_profile(tickers,info_type=category)
+        elif contains_any(category,['esg']):
+            #这里的ESG为风险指标，数值越大风险越高，数值越小越好
+            category='risk_esg'
+            info=get_stock_profile(tickers,info_type=category)
+        else:
+            print("  Unsupported category {}, supported categories:".format(category))
+            print_list(category_list,leading_blanks=2)
+            
+        return info
+    #elif ('balance' in analysis_type1) or ('sheet' in analysis_type1) or ('asset' in analysis_type1) or ('liability' in analysis_type1):
+    #elif contains_any(analysis_type1,['balance','sheet','asset','liability']):
+    elif contains_any(analysis_type1,['balance','sheet','asset','liability']):
+        # 股票需为单只股票，若为列表则仅取第一个        
+        if not isinstance(tickers,str):
+            if isinstance(tickers,list): tickers=tickers[0]
+            else:
+                print("  #Warning(fs_analysis_china): must be one ticker or first ticker in a list for",tickers)
+                return None
+        
+        # 分析资产负债表       
+        fsdf=get_balance_sheet(symbol=tickers)
+        if fsdf is None:
+            print(f"  #Warning(fs_analysis): failed to access financial info for {tickers}")
+            if test_yahoo_access():
+                print(f"  Solution: if {tickers} are correct, then try again later")
+            else:
+                print("  Problem: no internet connection to Yahoo for retrieveing data")
+            return None
+        
+        fsdf['reportDate']=fsdf['asOfDate'].apply(lambda x: x.strftime('%y-%m-%d'))
+        fsdf.set_index('reportDate',inplace=True)
+        fsdf.fillna(0,inplace=True)     
+        
+        fsdf2=fsdf.copy()
+        collist=list(fsdf2)
+        for c in collist:
+            try:
+                fsdf2[c]=round(fsdf2[c] / billion,2)
+            except:
+                continue
+        
+        # 变换年报/季报
+        fsdf2['periodType']=fsdf2['periodType'].apply(lambda x: 'Annual' if x=='12M' else 'Quarterly')
+        
+        # 删除不用的列
+        currency=fsdf2['currencyCode'].values[0]
+        #droplist=['currencyCode','TA-TL-TE','asOfDate']
+        droplist=['currencyCode','asOfDate']
+        fsdf2.drop(droplist,axis=1,inplace=True)
+
+        # 打印前处理
+        if printout:        
+            # 降序排列
+            fsdf3=fsdf2.sort_index(ascending=False)
+            
+            business_period=business_period.lower()
+            if business_period == 'recent':
+                fsdf4=fsdf3.head(6)
+            elif business_period == 'quarterly':
+                fsdf4=fsdf3[fsdf3['periodType']=='Quarterly']
+            elif business_period == 'annual':
+                fsdf4=fsdf3[fsdf3['periodType']=='Annual']   
+            else: #'all'
+                #fsdf4=fsdf3[fsdf3['periodType'].isin(['Annual','Quarterly'])]     
+                fsdf4=fsdf3
+                
+            # 转置
+            fsdf4=fsdf4.T
+            
+            fsdf4.replace(0,'---',inplace=True)
+            
+            #titletxt="\n***** "+ticker_name(tickers)+": BALANCE SHEET"+' *****\n'
+            titletxt=ticker_name(tickers,'stock')+text_lang("：资产负债简表",": BALANCE SHEET")
+            #print(titletxt)
+            """
+            tablefmt_list=["plain","simple","github","grid","simple_grid","rounded_grid", \
+                           "heavy_grid","mixed_grid","double_grid","fancy_grid","outline", \
+                           "simple_outline","rounded_outline","heavy_outline", \
+                           "mixed_outline","double_outline","fancy_outline","pipe", \
+                           "orgtbl","asciidoc","jira","presto","pretty","psql", \
+                           "rst","mediawiki","moinmoin","youtrack","html","unsafehtml", \
+                           "latex","latex_raw","latex_booktabs","latex_longtable", \
+                           "textile","tsv"]
+            for t in tablefmt_list:
+                print("\n\n  ========== tablefmt: "+t+" ============\n")
+                alignlist=['left']+['right']*(len(list(fsdf3))-1)
+                print(fsdf3.to_markdown(tablefmt=t,index=True,colalign=alignlist))
+            """
+            #print(fsdf3)
+            """
+            collist=list(fsdf3)
+            fsdf3['Item']=fsdf3.index
+            fsdf4=fsdf3[['Item']+collist]
+            pandas2prettytable(fsdf4,titletxt,firstColSpecial=False,leftColAlign='l',otherColAlign='r')
+            """
+            collist=list(fsdf4)
+            fsdf4['Item']=fsdf4.index
+            fsdf5=fsdf4[['Item']+collist]   
+            fsdf6=df_filter_row(fsdf5,exclude_collist=['Item'],symbol='---')
+            
+            fsdf6=df_sort_priority_list(fsdf6,sort_column='Item',priorityList=['periodType'],ascending=True)
+            """
+            alignlist=['left']+['right']*(len(list(fsdf5))-1)
+            print(fsdf6.to_markdown(tablefmt='plain',index=False,colalign=alignlist))                
+            """
+            
+            footnote1="Amount unit: "+currency+" billion, exchange's local accounting standards"
+            footnote2="Data source: Yahoo Finance, "+str(todaydt)
+            footnote='Note:\n'+footnote1+'\n'+footnote2
+            #print('\n',footnote1,'\n',footnote2)  
+            
+            # 将Item科目名称拆分加空格和转大写
+            fsdf6['Item']=fsdf6['Item'].apply(lambda x: text_separate(x))
+            
+            # 判断是否仅输出部分科目
+            if 'all' in items_included:
+                fsdf7=fsdf6
+            else:
+                mask=fsdf6['Item'].isin(items_included)
+                fsdf7=fsdf6[mask]
+                # 将Item列转为分类类型，指定顺序
+                fsdf7['Item'] = pd.Categorical(fsdf7['Item'], categories=items_included, ordered=True)    
+                # 按分类顺序排序
+                fsdf7=fsdf7.sort_values(by='Item')
+            
+            df_display_CSS(fsdf7,titletxt=titletxt,footnote=footnote,facecolor=facecolor, \
+                           titile_font_size=titile_font_size,heading_font_size=heading_font_size, \
+                               data_font_size=data_font_size)
+            
+            return fsdf6
+        
+        else:
+            return fsdf2
+    #elif ('income' in analysis_type1) or ('cost' in analysis_type1) or ('expense' in analysis_type1) or ('earnings' in analysis_type1):
+    elif contains_any(analysis_type1,['income','revenue','cost','expense','earnings']):
+        # 股票需为单只股票，若为列表则仅取第一个        
+        if not isinstance(tickers,str):
+            if isinstance(tickers,list): tickers=tickers[0]
+            else:
+                print("  #Warning(fs_analysis_china): must be one ticker or first ticker in a list for",tickers)
+                return   None 
+        
+        # 分析利润表
+        fsdf=get_income_statements(symbol=tickers)
+        if fsdf is None:
+            print("  #Warning(fs_analysis): financial info unaccessible for",tickers)
+            if test_yahoo_access():
+                print(f"  Solution: if {tickers} are correct, then try again later")
+            else:
+                print("  Problem: no internet connection to Yahoo for retrieveing data")
+
+            return None
+        
+        fsdf['reportDate']=fsdf['asOfDate'].apply(lambda x: x.strftime('%y-%m-%d'))
+        fsdf.set_index('reportDate',inplace=True)
+        fsdf.fillna(0,inplace=True)     
+        
+        fsdf2=fsdf.copy()
+        collist=list(fsdf2)
+        for c in collist:
+            try:
+                fsdf2[c]=round(fsdf2[c] / billion,2)
+            except:
+                continue
+        
+        # 变换年报/季报
+        fsdf2['periodType']=fsdf2['periodType'].apply(lambda x: 'Annual' if x=='12M' else 'Quarterly')
+        
+        # 删除不用的列
+        currency=fsdf2['currencyCode'].values[0]
+        droplist=['currencyCode','asOfDate']
+        fsdf2.drop(droplist,axis=1,inplace=True)
+
+        # 打印前处理
+        if printout:        
+            # 降序排列
+            fsdf3=fsdf2.sort_index(ascending=False)
+            
+            business_period=business_period.lower()
+            if business_period == 'recent':
+                fsdf4=fsdf3.head(6)
+            elif business_period == 'quarterly':
+                fsdf4=fsdf3[fsdf3['periodType']=='Quarterly']
+            elif business_period == 'annual':
+                fsdf4=fsdf3[fsdf3['periodType']=='Annual']  
+            else:
+                fsdf4=fsdf3[fsdf3['periodType']=='Annual']                
+                
+            # 转置
+            fsdf4=fsdf4.T
+            
+            fsdf4.replace(0,'---',inplace=True)
+            
+            #titletxt="\n***** "+ticker_name(tickers)+": INCOME STATEMENTS"+' *****\n'
+            titletxt=ticker_name(tickers,'stock')+text_lang("：利润简表",": INCOME STATEMENTS")
+            #print(titletxt)
+            
+            collist=list(fsdf4)
+            fsdf4['Item']=fsdf4.index
+            fsdf5=fsdf4[['Item']+collist]  
+            fsdf6=df_filter_row(fsdf5,exclude_collist=['Item'],symbol='---')
+            
+            fsdf6=df_sort_priority_list(fsdf6,sort_column='Item',priorityList=['periodType'],ascending=True)
+            """
+            alignlist=['left']+['right']*(len(list(fsdf5))-1)
+            print(fsdf6.to_markdown(tablefmt='plain',index=False,colalign=alignlist))                
+            """    
+            footnote1="Amount unit: "+currency+" billion, exchange's local accounting standards"
+            footnote2="Data source: Yahoo Finance, "+str(todaydt)
+            footnote='Note:\n'+footnote1+'\n'+footnote2
+            #print('\n',footnote1,'\n',footnote2)    
+            
+            # 将Item科目名称拆分加空格和转大写
+            fsdf6['Item']=fsdf6['Item'].apply(lambda x: text_separate(x))
+            
+            # 判断是否仅输出部分科目
+            if 'all' in items_included:
+                fsdf7=fsdf6
+            else:
+                mask=fsdf6['Item'].isin(items_included)
+                fsdf7=fsdf6[mask]
+                # 将Item列转为分类类型，指定顺序
+                fsdf7['Item'] = pd.Categorical(fsdf7['Item'], categories=items_included, ordered=True)    
+                # 按分类顺序排序
+                fsdf7=fsdf7.sort_values(by='Item')
+            
+            df_display_CSS(fsdf7,titletxt=titletxt,footnote=footnote,facecolor=facecolor, \
+                           titile_font_size=titile_font_size,heading_font_size=heading_font_size, \
+                               data_font_size=data_font_size)
+            
+            return fsdf6
+        
+        return fsdf2
+    #elif ('cash' in analysis_type1) or ('flow' in analysis_type1):
+    elif contains_any(analysis_type1,['cash','flow']):
+        # 股票需为单只股票，若为列表则仅取第一个        
+        if not isinstance(tickers,str):
+            if isinstance(tickers,list): tickers=tickers[0]
+            else:
+                print("  #Warning(fs_analysis_china): must be one ticker or first ticker in a list for",tickers)
+                return None     
+        
+        # 分析现金流量表
+        fsdf=get_cashflow_statements(symbol=tickers)
+        if fsdf is None:
+            print("  #Warning(fs_analysis): financial info unaccessible for",tickers)
+            if test_yahoo_access():
+                print(f"  Solution: if {tickers} are correct, then try again later")
+            else:
+                print("  Problem: no internet connection to Yahoo for retrieveing data")
+
+            return None
+        
+        fsdf['reportDate']=fsdf['asOfDate'].apply(lambda x: x.strftime('%y-%m-%d'))
+        fsdf.set_index('reportDate',inplace=True)
+        fsdf.fillna(0,inplace=True)     
+        
+        fsdf2=fsdf.copy()
+        collist=list(fsdf2)
+        for c in collist:
+            try:
+                fsdf2[c]=round(fsdf2[c] / billion,2)
+            except:
+                continue
+        
+        # 变换年报/季报
+        fsdf2['periodType']=fsdf2['periodType'].apply(lambda x: 'Annual' if x=='12M' else 'Quarterly')
+        
+        # 删除不用的列
+        currency=fsdf2['currencyCode'].values[0]
+        droplist=['currencyCode','asOfDate']
+        fsdf2.drop(droplist,axis=1,inplace=True)
+
+        # 打印前处理
+        if printout:        
+            # 降序排列
+            fsdf3=fsdf2.sort_index(ascending=False)
+            
+            business_period=business_period.lower()
+            if business_period == 'recent':
+                fsdf4=fsdf3.head(6)
+            elif business_period == 'quarterly':
+                fsdf4=fsdf3[fsdf3['periodType']=='Quarterly']
+            elif business_period == 'annual':
+                fsdf4=fsdf3[fsdf3['periodType']=='Annual'] 
+            else:
+                fsdf4=fsdf3[fsdf3['periodType']=='Annual']
+                    
+            # 转置
+            fsdf4=fsdf4.T
+            
+            fsdf4.replace(0,'---',inplace=True)
+            
+            #titletxt="\n***** "+ticker_name(tickers)+": CASHFLOW STATEMENTS"+' *****\n'
+            titletxt=ticker_name(tickers,'stock')+text_lang("：现金流量简表",": CASHFLOW STATEMENTS")
+            #print(titletxt)
+            
+            collist=list(fsdf4)
+            fsdf4['Item']=fsdf4.index
+            fsdf5=fsdf4[['Item']+collist] 
+            fsdf6=df_filter_row(fsdf5,exclude_collist=['Item'],symbol='---')
+            
+            fsdf6=df_sort_priority_list(fsdf6,sort_column='Item',priorityList=['periodType'],ascending=True)
+            """
+            alignlist=['left']+['right']*(len(list(fsdf5))-1)
+            print(fsdf6.to_markdown(tablefmt='plain',index=False,colalign=alignlist))                
+            """  
+            footnote1="Amount unit: "+currency+" billion, exchange's local accounting standards"
+            footnote2="Data source: Yahoo Finance, "+str(todaydt)
+            footnote='Note:\n'+footnote1+'\n'+footnote2
+            #print('\n',footnote1,'\n',footnote2)     
+            
+            # 将Item科目名称拆分加空格和转大写
+            fsdf6['Item']=fsdf6['Item'].apply(lambda x: text_separate(x))
+            
+            # 判断是否仅输出部分科目
+            if 'all' in items_included:
+                fsdf7=fsdf6
+            else:
+                mask=fsdf6['Item'].isin(items_included)
+                fsdf7=fsdf6[mask]
+                # 将Item列转为分类类型，指定顺序
+                fsdf7['Item'] = pd.Categorical(fsdf7['Item'], categories=items_included, ordered=True)    
+                # 按分类顺序排序
+                fsdf7=fsdf7.sort_values(by='Item')
+            
+            df_display_CSS(fsdf7,titletxt=titletxt,footnote=footnote,facecolor=facecolor, \
+                           titile_font_size=titile_font_size,heading_font_size=heading_font_size, \
+                               data_font_size=data_font_size)
+            return fsdf6
+            
+        return fsdf2
+    #elif ('summary' in analysis_type1):
+    elif contains_any(analysis_type1,['summary']):
+        itemlist1=[
+            #资产负债表
+            'CashAndCashEquivalents','AccountsReceivable','Inventory', \
+            'CurrentAssets','NetPPE','Goodwill','TotalAssets', \
+            'CurrentLiabilities','LongTermDebt','TotalLiabilities','TotalEquities', \
+            #利润表
+            'TotalRevenue','GrossProfit','OperatingRevenue','OperatingIncome', \
+            'GeneralAndAdministrativeExpense','EBITDA','PretaxIncome', \
+            'NetIncome', \
+            'NetIncomeCommonStockholders','NetIncomeContinuousOperations', \
+            #现金表
+            'OperatingCashFlow', \
+            'FreeCashFlow', \
+            ]
+            
+        itemlist2=[            
+            #财务指标
+            'BasicEPS','DilutedEPS', \
+            'Gross Margin','Operating Margin','Profit Margin', \
+            'Return on Equity','Return on Asset','Debt to Asset', \
+            ]  
+        itemlist=itemlist1+itemlist2
+        
+        # 股票可为单只股票(单只股票深度分析)       
+        if isinstance(tickers,str):
+            print("  Getting financial rates for financial summary of",tickers,"...")
+            with HiddenPrints():
+                fsdf=get_financial_rates(tickers)
+            if fsdf is None:
+                print("  #Warning(fs_analysis): financial info unaccessible for",tickers)
+            if test_yahoo_access():
+                print(f"  Solution: if {tickers} are correct, then try again later")
+            else:
+                print("  Problem: no internet connection to Yahoo for retrieveing data")
+
+                return None
+        
+            fsdf['reportDate']=fsdf['asOfDate'].apply(lambda x: x.strftime('%y-%m-%d'))
+            fsdf.set_index('reportDate',inplace=True)
+            
+            fsdf.replace([np.inf, -np.inf], np.nan, inplace=True)
+            fsdf.fillna(0,inplace=True) 
+            
+            currency=fsdf['currencyCode'].values[0]
+            
+            # 变换年报/季报
+            fsdf['periodType']=fsdf['periodType'].apply(lambda x: 'Annual' if x=='12M' else 'Quarterly')
+
+            # 删除不用的列
+            fsdf2=fsdf.copy()
+            collist=list(fsdf2)
+            keeplist=[]
+            for c in itemlist:
+                if c in collist:
+                    keeplist=keeplist+[c]
+                    if c in itemlist1:
+                        try:
+                            fsdf2[c]=fsdf2[c].apply(lambda x: round(x / billion,2))
+                        except: pass
+                    else:
+                        fsdf2[c]=fsdf2[c].apply(lambda x: round(x,4))
+                else: pass
+                    
+            keeplist=['periodType']+keeplist       
+            fsdf2=fsdf2[keeplist]
+    
+            # 打印处理
+            if printout:        
+                # 降序排列
+                fsdf3=fsdf2.sort_index(ascending=False)
+                
+                business_period=business_period.lower()
+                if business_period == 'recent':
+                    fsdf4=fsdf3.head(6)
+                elif business_period == 'quarterly':
+                    fsdf4=fsdf3[fsdf3['periodType']=='Quarterly']
+                elif business_period == 'annual':
+                    fsdf4=fsdf3[fsdf3['periodType']=='Annual']
+                elif business_period == 'all':
+                    fsdf4=fsdf3                    
+                    #fsdf4=fsdf3[fsdf3['periodType'].isin(['Annual','Quarterly'])]
+                else:
+                    #fsdf4=fsdf3[fsdf3['periodType']=='Annual']
+                    fsdf4=fsdf3
+                    
+                # 转置
+                fsdf4=fsdf4.T
+                
+                fsdf4.replace(0,'---',inplace=True)
+                
+                #titletxt="\n***** "+ticker_name(tickers)+": FINANCIAL STATEMENT SUMMARY"+' *****\n'
+                titletxt=ticker_name(tickers,'stock')+text_lang("：财报摘要",": FINANCIAL STATEMENT SUMMARY")
+                #print(titletxt)
+                
+                collist=list(fsdf4)
+                fsdf4['Item']=fsdf4.index
+                fsdf5=fsdf4[['Item']+collist]   
+                fsdf6=df_filter_row(fsdf5,exclude_collist=['Item'],symbol='---')
+                
+                fsdf6=df_sort_priority_list(fsdf6,sort_column='Item',priorityList=['periodType'],ascending=True)
+                """
+                alignlist=['left']+['right']*(len(list(fsdf5))-1)
+                print(fsdf6.to_markdown(tablefmt='plain',index=False,colalign=alignlist))                
+                """
+                footnote1="Amount unit: "+currency+" billion, exchange's local accounting standards"
+                footnote2="ROx/EM/turnover rates are based on periodic mean, others on end-term"
+                footnote3="Data source: Yahoo Finance, "+todaydt
+                footnote='Note:\n'+footnote1+'\n'+footnote2+'\n'+footnote3
+                #print('\n',footnote1,'\n',footnote2,'\n',footnote3)     
+            
+                # 将Item科目名称拆分加空格和转大写
+                fsdf6['Item']=fsdf6['Item'].apply(lambda x: text_separate(x))
+                
+                # 判断是否仅输出部分科目
+                if 'all' in items_included:
+                    fsdf7=fsdf6
+                else:
+                    mask=fsdf6['Item'].isin(items_included)
+                    fsdf7=fsdf6[mask]
+                    # 将Item列转为分类类型，指定顺序
+                    fsdf7['Item'] = pd.Categorical(fsdf7['Item'], categories=items_included, ordered=True)    
+                    # 按分类顺序排序
+                    fsdf7=fsdf7.sort_values(by='Item')
+                
+                df_display_CSS(fsdf7,titletxt=titletxt,footnote=footnote,facecolor=facecolor, \
+                               titile_font_size=titile_font_size,heading_font_size=heading_font_size, \
+                                   data_font_size=data_font_size)                
+                return fsdf6
+
+            return fsdf2
+                
+        # 股票可为股票列表(多只股票对比)        
+        if isinstance(tickers,list):
+            
+            business_period=business_period.lower()
+            fsdf=pd.DataFrame()
+            for t in tickers:
+                print("  Getting financial rates for financial summary of",t,"...")
+                with HiddenPrints():
+                    dftmp=get_financial_rates(t)
+                if dftmp is None:
+                    print("  #Warning(fs_analysis): financial info unaccessible for",t)
+                    if test_yahoo_access():
+                        print(f"  Solution: if {t} are correct, then try again later")
+                    else:
+                        print("  Problem: no internet connection to Yahoo for retrieveing data")
+                    return None
+                
+                if not last_in_list(t,tickers):
+                    sleep_random(max_sleep=60)
+
+                if business_period=='recent':
+                    dftmp2=dftmp.tail(1)
+                elif business_period=='annual':
+                    dftmp2=dftmp[dftmp['periodType']=='12M'].tail(1)
+                elif business_period=='quarterly':
+                    dftmp2=dftmp[dftmp['periodType']=='3M'].tail(1)
+                else:
+                    dftmp2=dftmp.tail(1)
+                    
+                """
+                dftmp2=pd.DataFrame(dftmp2)
+                fsdf=pd.concat([fsdf,dftmp2])
+                """
+                #删除重复的列名，若存在重复列会出现错误InvalidIndexError: Reindexing
+                dftmp2t=dftmp2.T
+                dftmp2t['item']=dftmp2t.index
+                dftmp2t.drop_duplicates(keep='first',inplace=True)
+                dftmp2t.drop(columns=['item'],inplace=True)
+                dftmp3=dftmp2t.T
+                
+                if fsdf is None:
+                    fsdf=dftmp3
+                else:
+                    fsdf=pd.concat([fsdf,dftmp3],ignore_index=True)                
+                
+            # 变换年报/季报
+            fsdf['periodType']=fsdf['periodType'].apply(lambda x: 'Annual' if x=='12M' else 'Quarterly')
+            fsdf['reportDate']=fsdf['asOfDate'].apply(lambda x: x.strftime('%y-%m-%d'))
+            fsdf['Name']=fsdf['ticker'].apply(lambda x: ticker_name(x))
+            fsdf.set_index('Name',inplace=True)
+            
+            fsdf.replace([np.inf, -np.inf], np.nan, inplace=True)
+            fsdf.fillna(0,inplace=True) 
+            currency=fsdf['currencyCode'].values[0]
+
+            # 删除不用的列
+            fsdf2=fsdf.copy()
+            collist=list(fsdf2)
+            keeplist=[]
+            for c in itemlist:
+                if c in collist:
+                    keeplist=keeplist+[c]
+                    if c in itemlist1:
+                        try:
+                            fsdf2[c]=fsdf2[c].apply(lambda x: round(x / billion,2))
+                        except: pass
+                    else:
+                        fsdf2[c]=fsdf2[c].apply(lambda x: round(x,4))
+                else: pass
+                    
+            keeplist=['periodType','reportDate','currencyCode']+keeplist       
+            fsdf2=fsdf2[keeplist]            
+    
+            # 打印处理
+            if printout:        
+                # 降序排列
+                #fsdf3=fsdf2.sort_index(ascending=False)
+                fsdf4=fsdf2    
+                # 转置
+                fsdf4=fsdf4.T
+                
+                fsdf4.replace(0,'---',inplace=True)
+                
+                #titletxt="\n***** PEER COMPARISON OF FINANCIAL STATEMENT SUMMARY *****\n"
+                titletxt=text_lang("财报摘要对比","FINANCIAL STATEMENT SUMMARY: COMPARISON")
+                #print(titletxt)
+                
+                collist=list(fsdf4)
+                fsdf4['Item']=fsdf4.index
+                fsdf5=fsdf4[['Item']+collist]   
+                fsdf6=df_filter_row(fsdf5,exclude_collist=['Item'],symbol='---')
+                
+                fsdf6=df_sort_priority_list(fsdf6,sort_column='Item',priorityList=['periodType','reportDate','currencyCode'],ascending=True)
+                """
+                alignlist=['left']+['right']*(len(list(fsdf5))-1)
+                print(fsdf6.to_markdown(tablefmt='plain',index=False,colalign=alignlist))                
+                """  
+                footnote1="Amount unit: billion, based on exchange's local accounting standards"
+                footnote2="ROx/EM/turnover rates are based on periodic mean, others on end-term"
+                footnote3="Data source: Yahoo Finance, "+str(todaydt)
+                footnote='Note:\n'+footnote1+'\n'+footnote2+'\n'+footnote3
+                #print('\n',footnote1,'\n',footnote2,'\n',footnote3)    
+            
+                # 将Item科目名称拆分加空格和转大写
+                fsdf6['Item']=fsdf6['Item'].apply(lambda x: text_separate(x))
+                
+                # 判断是否仅输出部分科目
+                if 'all' in items_included:
+                    fsdf7=fsdf6
+                else:
+                    mask=fsdf6['Item'].isin(items_included)
+                    fsdf7=fsdf6[mask]
+                    # 将Item列转为分类类型，指定顺序
+                    fsdf7['Item'] = pd.Categorical(fsdf7['Item'], categories=items_included, ordered=True)    
+                    # 按分类顺序排序
+                    fsdf7=fsdf7.sort_values(by='Item')
+                    
+                df_display_CSS(fsdf7,titletxt=titletxt,footnote=footnote,facecolor=facecolor, \
+                               titile_font_size=titile_font_size,heading_font_size=heading_font_size, \
+                                   data_font_size=data_font_size)                
+                return fsdf6
+
+        return fsdf2     
+    #elif ('indicator' in analysis_type1):
+    elif contains_any(analysis_type1,['indicator']):
+        itemlist=[
+            #短期偿债能力
+            'Current Ratio','Quick Ratio','Cash Ratio','Cash Flow Ratio', \
+            'Times Interest Earned', \
+            #长期偿债能力
+            'Debt to Asset','Equity to Asset','Equity Multiplier','Debt to Equity', \
+            'Debt Service Coverage', \
+            #营运能力
+            'Inventory Turnover','Receivable Turnover','Current Asset Turnover', \
+            'Fixed Asset Turnover','Total Asset Turnover', \
+            #盈利能力
+            'Gross Margin','Operating Margin','Profit Margin', \
+            'Net Profit on Costs','ROA','ROE','ROIC', \
+            #股东持股
+            #'Payout Ratio', \
+            'Cashflow per Share', \
+            #'Dividend per Share', \
+            'Net Asset per Share','BasicEPS','DilutedEPS', \
+            #发展潜力
+            #'Revenue Growth', \
+            #'Capital Accumulation', \
+            #'Total Asset Growth' \
+            ]        
+        
+        # 股票可为单只股票(单只股票深度分析)       
+        if isinstance(tickers,str):
+            print("  Getting financial rates for financial indicators of",tickers,"...")
+            with HiddenPrints():
+                fsdf=get_financial_rates(tickers)
+            if fsdf is None:
+                print("  #Warning(fs_analysis): financial info unaccessible for",tickers)
+                if test_yahoo_access():
+                    print(f"  Solution: if {tickers} are correct, then try again later")
+                else:
+                    print("  Problem: no internet connection to Yahoo for retrieveing data")
+
+                return None
+        
+            fsdf['reportDate']=fsdf['asOfDate'].apply(lambda x: x.strftime('%y-%m-%d'))
+            fsdf.set_index('reportDate',inplace=True)
+            
+            fsdf.replace([np.inf, -np.inf], np.nan, inplace=True)
+            fsdf.fillna(0,inplace=True) 
+            
+            currency=fsdf['currencyCode'].values[0]
+            
+            # 变换年报/季报
+            fsdf['periodType']=fsdf['periodType'].apply(lambda x: 'Annual' if x=='12M' else 'Quarterly')
+
+            # 删除不用的列
+            fsdf2=fsdf.copy()
+            collist=list(fsdf2)
+            keeplist=[]
+            for c in itemlist:
+                if c in collist:
+                    keeplist=keeplist+[c]
+                    try:
+                        fsdf2[c]=fsdf2[c].apply(lambda x: round(x,4))
+                    except: pass
+                else: pass
+                    
+            keeplist=['periodType']+keeplist       
+            fsdf2=fsdf2[keeplist]
+    
+            # 打印处理
+            if printout:        
+                # 降序排列
+                fsdf3=fsdf2.sort_index(ascending=False)
+                
+                business_period=business_period.lower()
+                if business_period == 'recent':
+                    fsdf4=fsdf3.head(6)
+                elif business_period == 'quarterly':
+                    fsdf4=fsdf3[fsdf3['periodType']=='Quarterly']
+                elif business_period == 'annual':
+                    fsdf4=fsdf3[fsdf3['periodType']=='Annual']
+                elif business_period == 'all':
+                    fsdf4=fsdf3                    
+                    #fsdf4=fsdf3[fsdf3['periodType'].isin(['Annual','Quarterly'])]
+                else:
+                    #fsdf4=fsdf3[fsdf3['periodType']=='Annual']
+                    fsdf4=fsdf3
+                    
+                # 转置
+                fsdf4=fsdf4.T
+                
+                fsdf4.replace(0,'---',inplace=True)
+                
+                #titletxt="\n***** "+ticker_name(tickers)+": FINANCIAL INDICATORS"+' *****\n'
+                titletxt=ticker_name(tickers,'stock')+text_lang("：财务比率",": FINANCIAL INDICATORS")
+                #print(titletxt)
+                
+                collist=list(fsdf4)
+                fsdf4['Item']=fsdf4.index
+                fsdf5=fsdf4[['Item']+collist]   
+                fsdf6=df_filter_row(fsdf5,exclude_collist=['Item'],symbol='---')
+                
+                fsdf6=df_sort_priority_list(fsdf6,sort_column='Item',priorityList=['periodType'],ascending=True)
+                """
+                alignlist=['left']+['right']*(len(list(fsdf5))-1)
+                print(fsdf6.to_markdown(tablefmt='plain',index=False,colalign=alignlist))                
+                """  
+                footnote1="Amount unit: "+currency+" billion, exchange's local accounting standards"
+                footnote2="ROx/EM/turnover rates are based on periodic mean, others on end-term"
+                footnote3="Data source: Yahoo Finance, "+str(todaydt)
+                footnote='Note:\n'+footnote1+'\n'+footnote2+'\n'+footnote3
+                #print('\n',footnote1,'\n',footnote2,'\n',footnote3)   
+            
+                # 将Item科目名称拆分加空格和转大写
+                fsdf6['Item']=fsdf6['Item'].apply(lambda x: text_separate(x))
+                
+                # 判断是否仅输出部分科目
+                if 'all' in items_included:
+                    fsdf7=fsdf6
+                else:
+                    mask=fsdf6['Item'].isin(items_included)
+                    fsdf7=fsdf6[mask]
+                    # 将Item列转为分类类型，指定顺序
+                    fsdf7['Item'] = pd.Categorical(fsdf7['Item'], categories=items_included, ordered=True)    
+                    # 按分类顺序排序
+                    fsdf7=fsdf7.sort_values(by='Item')
+                    
+                df_display_CSS(fsdf7,titletxt=titletxt,footnote=footnote,facecolor=facecolor, \
+                               titile_font_size=titile_font_size,heading_font_size=heading_font_size, \
+                                   data_font_size=data_font_size)                
+                return fsdf6
+
+            return fsdf2
+                
+        # 股票可为股票列表(多只股票对比)        
+        if isinstance(tickers,list):
+            
+            business_period=business_period.lower()
+            fsdf=pd.DataFrame()
+            print("  Working on financial rates, it may take long time ...")
+
+            for t in tickers:
+                print("  Getting financial rates for financial indicators of",t,"...")
+                with HiddenPrints():
+                    dftmp=get_financial_rates(t)
+                if dftmp is None:
+                    print("  #Warning(fs_analysis): financial info unaccessible for",t)
+                    if test_yahoo_access():
+                        print(f"  Solution: if {t} are correct, then try again later")
+                    else:
+                        print("  Problem: no internet connection to Yahoo for retrieveing data")
+
+                    return None
+                
+                if len(dftmp) == 0:
+                    print("  #Warning(fs_analysis): zero financial indicators found for stock",t)
+                    continue
+                
+                if not last_in_list(t,tickers):
+                    sleep_random(max_sleep=60)
+                
+                if business_period=='recent':
+                    dftmp2=dftmp.tail(1)
+                elif business_period=='annual':
+                    dftmp2=dftmp[dftmp['periodType']=='12M'].tail(1)
+                elif business_period=='quarterly':
+                    dftmp2=dftmp[dftmp['periodType']=='3M'].tail(1)
+                else:
+                    dftmp2=dftmp.tail(1)
+                
+                #dftmp2=pd.DataFrame(dftmp2)
+                #dftmp2['ticker1']=dftmp2['ticker']
+                #dftmp2.set_index('ticker1',inplace=True)
+                
+                #删除重复的列名，若存在重复列会出现错误InvalidIndexError: Reindexing only valid with uniquely valued Index objects
+                dftmp2t=dftmp2.T
+                dftmp2t['item']=dftmp2t.index
+                dftmp2t.drop_duplicates(keep='first',inplace=True)
+                dftmp2t.drop(columns=['item'],inplace=True)
+                dftmp3=dftmp2t.T
+                
+                if fsdf is None:
+                    fsdf=dftmp3
+                else:
+                    fsdf=pd.concat([fsdf,dftmp3],ignore_index=True)
+            
+            # 变换年报/季报
+            fsdf['periodType']=fsdf['periodType'].apply(lambda x: 'Annual' if x=='12M' else 'Quarterly')
+            fsdf['reportDate']=fsdf['asOfDate'].apply(lambda x: x.strftime('%y-%m-%d'))
+            fsdf['Name']=fsdf['ticker'].apply(lambda x: ticker_name(x))
+            fsdf.set_index('Name',inplace=True)
+            
+            fsdf.replace([np.inf, -np.inf], np.nan, inplace=True)
+            fsdf.fillna(0,inplace=True) 
+            currency=fsdf['currencyCode'].values[0]
+
+            # 删除不用的列
+            fsdf2=fsdf.copy()
+            collist=list(fsdf2)
+            keeplist=[]
+            for c in itemlist:
+                if c in collist:
+                    keeplist=keeplist+[c]
+                    try:
+                        fsdf2[c]=fsdf2[c].apply(lambda x: round(x,4))
+                    except: pass
+                else: pass
+                    
+            keeplist=['periodType','reportDate','currencyCode']+keeplist       
+            fsdf2=fsdf2[keeplist]            
+    
+            # 打印处理
+            if printout:        
+                # 降序排列
+                #fsdf3=fsdf2.sort_index(ascending=False)
+                fsdf4=fsdf2    
+                # 转置
+                fsdf4=fsdf4.T
+                
+                fsdf4.replace(0,'---',inplace=True)
+                
+                #titletxt="\n***** PEER COMPARISON OF FINANCIAL INDICATORS *****\n"
+                titletxt=text_lang("财务比率对比","FINANCIAL INDICATORS: COMPARISON")
+                #print(titletxt)
+                
+                collist=list(fsdf4)
+                fsdf4['Item']=fsdf4.index
+                fsdf5=fsdf4[['Item']+collist]   
+                fsdf6=df_filter_row(fsdf5,exclude_collist=['Item'],symbol='---')
+                
+                fsdf6=df_sort_priority_list(fsdf6,sort_column='Item',priorityList=['periodType','reportDate','currencyCode'],ascending=True)
+                """
+                alignlist=['left']+['right']*(len(list(fsdf5))-1)
+                print(fsdf6.to_markdown(tablefmt='plain',index=False,colalign=alignlist))                
+                """  
+                footnote1="Amount unit: billion, based on exchange's local accounting standards"
+                footnote2="ROx/EM/turnover rates are based on periodic mean, others on end-term"
+                footnote3="Data source: Yahoo Finance, "+str(todaydt)
+                footnote='Note:\n'+footnote1+'\n'+footnote2+'\n'+footnote3
+                #print('\n',footnote1,'\n',footnote2,'\n',footnote3) 
+            
+                # 将Item科目名称拆分加空格和转大写
+                fsdf6['Item']=fsdf6['Item'].apply(lambda x: text_separate(x))
+            
+                # 将Item科目名称拆分加空格和转大写
+                fsdf6['Item']=fsdf6['Item'].apply(lambda x: text_separate(x))
+                
+                # 判断是否仅输出部分科目
+                if 'all' in items_included:
+                    fsdf7=fsdf6
+                else:
+                    mask=fsdf6['Item'].isin(items_included)
+                    fsdf7=fsdf6[mask]
+                    # 将Item列转为分类类型，指定顺序
+                    fsdf7['Item'] = pd.Categorical(fsdf7['Item'], categories=items_included, ordered=True)    
+                    # 按分类顺序排序
+                    fsdf7=fsdf7.sort_values(by='Item')
+                
+                df_display_CSS(fsdf7,titletxt=titletxt,footnote=footnote,facecolor=facecolor, \
+                               titile_font_size=titile_font_size,heading_font_size=heading_font_size, \
+                                   data_font_size=data_font_size)                
+                return fsdf6
+
+        return fsdf2     
+       
+    #elif ('dupont' in analysis_type1) and (('identity' in analysis_type1) or ('analysis' in analysis_type1)):
+    elif contains_any(analysis_type1,['dupont','identity']):
+        # 股票需为股票列表        
+        if not isinstance(tickers,list):
+            print("  #Warning(fs_analysis_china): must be a ticker list for",tickers)
+            return None    
+            
+        business_period=business_period.lower()
+        fsdf=pd.DataFrame()
+        print("  Working on dupont identity, it may take long time ...")
+        for t in tickers:
+            print("  Getting financial rates for dupont identity of",t,"...")
+            with HiddenPrints():            
+                dftmp=get_financial_rates(t)
+            if dftmp is None:
+                print("  #Warning(fs_analysis): financial info unaccessible for",t)
+                if test_yahoo_access():
+                    print(f"  Solution: if {t} are correct, then try again later")
+                else:
+                    print("  Problem: no internet connection to Yahoo for retrieveing data")
+
+                return None
+            
+            if not last_in_list(t,tickers):
+                sleep_random(max_sleep=60)
+
+            if business_period=='recent':
+                dftmp2=dftmp.tail(1)
+            elif business_period=='annual':
+                dftmp2=dftmp[dftmp['periodType']=='12M'].tail(1)
+            elif business_period=='quarterly':
+                dftmp2=dftmp[dftmp['periodType']=='3M'].tail(1)
+            else:
+                dftmp2=dftmp.tail(1)
+            
+            """
+            dftmp2=pd.DataFrame(dftmp2)
+            fsdf=pd.concat([fsdf,dftmp2])      
+            """
+            #删除重复的列名，若存在重复列会出现错误InvalidIndexError: Reindexing
+            dftmp2t=dftmp2.T
+            dftmp2t['item']=dftmp2t.index
+            dftmp2t.drop_duplicates(keep='first',inplace=True)
+            dftmp2t.drop(columns=['item'],inplace=True)
+            dftmp3=dftmp2t.T
+            
+            if fsdf is None:
+                fsdf=dftmp3
+            else:
+                fsdf=pd.concat([fsdf,dftmp3],ignore_index=True)            
+            
+        # 多只股票的杜邦分析对比  
+        fsdf['periodType']=fsdf['periodType'].apply(lambda x: 'Annual' if x=='12M' else 'Quarterly')
+        fsdf['Company']=fsdf['ticker'].apply(lambda x: ticker_name(x))
+        
+        
+        collist=['Company','periodType','endDate','Profit Margin','Total Asset Turnover','Equity Multiplier','Return on Equity']
+        df=fsdf[collist]
+        ticker='Company'
+        name1='Profit Margin'
+        name2='Total Asset Turnover'
+        name3='Equity Multiplier'
+        name4='Return on Equity'
+        name5='endDate'     
+        
+        if dupont_sort=='PM':
+            df.sort_values(name1,ascending=False,inplace=True)
+        elif dupont_sort=='TAT':
+            df.sort_values(name2,ascending=False,inplace=True)
+        elif dupont_sort=='EM':
+            df.sort_values(name3,ascending=False,inplace=True)
+        else:
+            df.sort_values(name1,ascending=False,inplace=True)        
+        
+        df2=df.copy()
+        df2[name1]=df2[name1].apply(lambda x: x * scale1) 
+        df2[name2]=df2[name2].apply(lambda x: x * scale2)
+        
+        fin_period=df2['endDate'].values[0]
+
+        #f,ax1 = plt.subplots(1,figsize=(10,5))
+        f,ax1 = plt.subplots(1,figsize=(12.8,6.4))
+        w = 0.75
+        x = [i+1 for i in range(len(df2[name1]))]
+        tick_pos = [i for i in x]
+        
+        hatchlist=['.', 'o', '\\']
+        ax1.bar(x,df2[name3],width=w,bottom=[i+j for i,j in zip(df2[name1],df2[name2])], \
+                label=name3,alpha=0.5,color='green',hatch=hatchlist[0], \
+                edgecolor='black',align='center')
+        ax1.bar(x,df2[name2],width=w,bottom=df2[name1],label=name2,alpha=0.5,color='red', \
+                hatch=hatchlist[1], edgecolor='black',align='center')
+        ax1.bar(x,df2[name1],width=w,label=name1,alpha=0.5,color='blue', \
+                hatch=hatchlist[2], edgecolor='black',align='center')
+    
+        plt.xticks(tick_pos,df2[ticker])
+        plt.ylabel("Items (Amplified)")
+            
+        footnote1="[Bar amplifier] "+name1+'：x'+str(scale1)+'，'+name2+'：x'+str(scale2)
+        footnote2='Statement period: '+fin_period+'. Bar height does not indicate ROE value.'
+        footnote3="Data source: Yahoo Finance，"+todaydt
+        footnote ='\n'+footnote1+'\n'+footnote2+'\n'+footnote3
+        plt.xlabel(footnote,fontsize=10)
+        
+        plt.legend(loc='best',fontsize=10)
+        plt.title(text_lang("杜邦分析对比","Dupont Identity Analysis"))
+        plt.xlim([min(tick_pos)-w,max(tick_pos)+w])
+        
+        plt.gca().set_facecolor(facecolor)
+        plt.show()    
+        
+        if printout:
+            #title_txt="\n***** Dupont Identity Fact Sheet *****\n"
+            titletxt=text_lang("杜邦分析数据表","Dupont Identity Fact Sheet")
+            #print(titletxt)
+            
+            # 保留四位小数
+            collist=list(df)
+            for c in collist:
+                try:
+                    df[c]=round(df[c],4)
+                except:
+                    continue            
+            
+            for d in list(df):
+                df[d]=df[d].apply(lambda x: round(x,5) if isinstance(x,float) else x)
+            """
+            alignlist=['left']+['right']*(len(list(df))-1)
+            print(df.to_markdown(tablefmt='plain',index=False,colalign=alignlist))                
+            """    
+            footnote1="Based on exchange's local accounting standards, EM/TAT are on periodic mean"
+            footnote2="Data source: Yahoo Finance, "+str(todaydt)
+            footnote='Note:\n'+footnote1+'\n'+footnote2
+            #print('\n',footnote1,'\b.',footnote2)  
+            
+            # 将Item科目名称拆分加空格和转大写
+            df['Item']=df['Item'].apply(lambda x: text_separate(x))
+             
+            df_display_CSS(df,titletxt=titletxt,footnote=footnote,facecolor=facecolor,decimals=4, \
+                           titile_font_size=titile_font_size,heading_font_size=heading_font_size, \
+                               data_font_size=data_font_size)        
+        return  df2      
+    
+    else:   # analysis_type1
+        print("  #Warning(fs_analysis): sorry, no idea on what to do for",analysis_type)
+    return None
+
+
+#==============================================================================
+
+if __name__ == '__main__':
+    sort_column='Item'
+    priorityList=['periodType']
+    
+    df_sort_priority_list(df,sort_column='Item',priorityList=['periodType'],ascending=True)
+    df_sort_priority_list(df,sort_column='Item',priorityList=['periodType'],ascending=False)
+    
+def df_sort_priority_list(df,sort_column='',priorityList=[],ascending=True):
+    """
+    功能：为df排序，但保持某些优先项目按顺序排在前面
+    """
+    if sort_column == '': #无需排序
+        return df
+    
+    if len(priorityList) > 0: # 存在优先项目
+        df['priority_seq']=df[sort_column].apply(lambda x: priorityList.index(x) if x in priorityList else 9)
+        
+        df.sort_values(by=['priority_seq',sort_column],ascending=[True,ascending],inplace=True)
+        
+        df.drop('priority_seq',axis=1,inplace=True) #删除列
+    else:
+        df.sort_values(by=[sort_column],ascending=ascending,inplace=True)
+    
+    return df
+        
+    
+#==============================================================================
+#==============================================================================