震荡轮动 · 弱分歧

{
  "meta": {
    "schema_version": "3.0",
    "trade_date": "2026-09-02",
    "market_data_as_of": "15:00 收盘",
    "generated_at": "2026-09-02 17:05 CST",
    "report_type": "A股全市场收盘复盘与次日条件策略"
  },
  "indices": [
    {
      "code": "000001",
      "name": "上证指数",
      "close": 3941.39,
      "change_pct": -0.97,
      "open": 3963.07,
      "high": 3965.81,
      "low": 3932.25,
      "amplitude_pct": 0.85,
      "amount_yi": 8353.68,
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      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "399001",
      "name": "深证成指",
      "close": 13611.55,
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      "open": 13732.18,
      "high": 13732.18,
      "low": 13549.77,
      "amplitude_pct": 1.33,
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      "as_of": "15:00 收盘"
    },
    {
      "code": "399006",
      "name": "创业板指",
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      "change_pct": -2.39,
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      "high": 3348.69,
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      "as_of": "15:00 收盘"
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    {
      "code": "000688",
      "name": "科创50",
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      "change_pct": -1.82,
      "open": 1623.53,
      "high": 1635.76,
      "low": 1607.19,
      "amplitude_pct": 1.76,
      "amount_yi": 643.42,
      "change_5d_pct": null,
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      "as_of": "15:00 收盘"
    },
    {
      "code": "000300",
      "name": "沪深300",
      "close": 4547.96,
      "change_pct": -1.38,
      "open": 4581.51,
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      "low": 4534.39,
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      "as_of": "15:00 收盘"
    },
    {
      "code": "000905",
      "name": "中证500",
      "close": 7729.23,
      "change_pct": -1.65,
      "open": 7781.29,
      "high": 7783.05,
      "low": 7692.150000000001,
      "amplitude_pct": 1.17,
      "amount_yi": 3073.4,
      "change_5d_pct": null,
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      "as_of": "15:00 收盘"
    },
    {
      "code": "000852",
      "name": "中证1000",
      "close": 7583.76,
      "change_pct": -1.4,
      "open": 7616.2300000000005,
      "high": 7624.71,
      "low": 7539.08,
      "amplitude_pct": 1.12,
      "amount_yi": 3687.44,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    }
  ],
  "liquidity": {
    "sh_turnover_yi": 8353.68,
    "sz_turnover_yi": 9558.11,
    "total_turnover_yi": 17911.79,
    "previous_turnover_yi": null,
    "change_vs_prev_pct": null,
    "average_5d_yi": null,
    "vs_5d_pct": null,
    "average_20d_yi": null,
    "vs_20d_pct": null,
    "status": "数据不足",
    "price_volume_state": "数据不足"
  },
  "breadth": {
    "available": false,
    "advancers": null,
    "decliners": null,
    "unchanged": null,
    "above_5": null,
    "below_minus_5": null,
    "median_change_pct": null,
    "average_change_pct": null,
    "note": "全市场涨跌家数接口当次返回502，未纳入评分"
  },
  "sentiment": {
    "score": 49,
    "cycle": "弱分歧",
    "earning_effect": "中性",
    "limit_up": 52,
    "first_board": 39,
    "ladder": {
      "2": 7,
      "3": 4,
      "1": 39,
      "4": 2
    },
    "max_height": 4,
    "broken": 15,
    "break_rate": 22.4,
    "seal_rate": 77.6,
    "limit_down": 8,
    "promotion_rate": null,
    "promotion_by_level": {},
    "yesterday_limit_avg": -0.76,
    "yesterday_limit_positive_rate": 37.3,
    "yesterday_board_avg": null,
    "high_level_negative_count": null,
    "previous_cycle": null,
    "transition": null,
    "score_method": "基准50，按涨跌停、炸板率、昨日涨停收益和连板高度规则调整；缺失项不参与。"
  },
  "style": {
    "cap": "大小盘均衡",
    "growth_value": "数据不足",
    "technology_dividend": "数据不足",
    "height": "低位首板占优",
    "trend_board": "数据不足",
    "capacity_small": "数据不足",
    "institution_hot_money": "数据不足",
    "conclusion": "大小盘均衡 · 低位首板占优"
  },
  "market_state": {
    "phase": "震荡轮动",
    "cycle": "弱分歧",
    "sentiment_score": 49,
    "earning_effect": "中性",
    "risk": "偏高",
    "recommended_position": "20%～40%",
    "primary_theme": "AI基础设施 / 液冷",
    "secondary_theme": "化工 / 新材料",
    "summary": "指数普跌，成长方向承压；涨停仍有52家，但炸板15家、跌停8家，高位题材出现明显分化。",
    "confidence": "低",
    "confidence_reasons": [
      "市场广度缺失",
      "成交额历史比较缺失",
      "资金流维度缺失",
      "催化与收盘后变量缺失"
    ]
  },
  "themes": [
    {
      "name": "AI基础设施 / 液冷",
      "status": "主线",
      "stage": "延续 / 分化",
      "strength_score": 92,
      "continuity_score": 90,
      "limit_up_count": 9,
      "max_board": 3,
      "active_days": 5,
      "five_day_counts": [
        {
          "date": "2026-08-27",
          "count": 17
        },
        {
          "date": "2026-08-28",
          "count": 14
        },
        {
          "date": "2026-08-31",
          "count": 23
        },
        {
          "date": "2026-09-01",
          "count": 2
        },
        {
          "date": "2026-09-02",
          "count": 9
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "002909",
          "name": "集泰股份",
          "board": 3,
          "reason": "液冷硅油+新能源胶+密封胶"
        },
        {
          "role": "容量核心",
          "code": "603618",
          "name": "杭电股份",
          "board": 1,
          "reason": "半年报高增+光通信+铜箔扩产"
        },
        {
          "role": "前排助攻",
          "code": "600869",
          "name": "远东股份",
          "board": 1,
          "reason": "算力AI订单+液冷散热+光纤互联"
        }
      ],
      "reason_tags": [
        "液冷硅油",
        "液冷服务器",
        "算力AI订单",
        "液冷散热",
        "光纤互联",
        "数据中心"
      ],
      "confirmation": "容量核心不出现大幅负反馈，且液冷、算力、光通信三个分支至少两个继续有涨停。",
      "failure_signals": "高成交核心低开低走，题材涨停缩至3家以下，或只剩一字小票维持高度。",
      "negative_feedback": [],
      "fund_flow": null,
      "evidence_note": "同花顺涨停原因标签 + 东财涨停高度/开板结构；历史板块资金未获取"
    },
    {
      "name": "化工 / 新材料",
      "status": "次主线",
      "stage": "高低分化",
      "strength_score": 91,
      "continuity_score": 88,
      "limit_up_count": 8,
      "max_board": 3,
      "active_days": 5,
      "five_day_counts": [
        {
          "date": "2026-08-27",
          "count": 3
        },
        {
          "date": "2026-08-28",
          "count": 7
        },
        {
          "date": "2026-08-31",
          "count": 5
        },
        {
          "date": "2026-09-01",
          "count": 3
        },
        {
          "date": "2026-09-02",
          "count": 8
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "002909",
          "name": "集泰股份",
          "board": 3,
          "reason": "液冷硅油+新能源胶+密封胶"
        },
        {
          "role": "容量核心",
          "code": "002886",
          "name": "沃特股份",
          "board": 1,
          "reason": "PTFE薄膜+人形机器人+特种高分子"
        },
        {
          "role": "前排助攻",
          "code": "000635",
          "name": "英力特",
          "board": 2,
          "reason": "控制权变更+复牌+氯碱化工"
        }
      ],
      "reason_tags": [
        "氯碱化工",
        "多元醇",
        "液冷硅油",
        "密封胶",
        "三氟化硼",
        "六氟磷酸锂"
      ],
      "confirmation": "高位负反馈收敛，材料分支保持涨停宽度，板块指数重新站回短期均线。",
      "failure_signals": "化学原料、农化跌停继续扩散，涨停只剩重组驱动的孤立个股。",
      "negative_feedback": [
        {
          "code": "000545",
          "name": "金浦钛业",
          "pct": -10.13,
          "industry": "化学原料"
        },
        {
          "code": "603395",
          "name": "红四方",
          "pct": -10.0,
          "industry": "农化制品"
        },
        {
          "code": "002942",
          "name": "新农股份",
          "pct": -10.0,
          "industry": "农化制品"
        }
      ],
      "fund_flow": null,
      "evidence_note": "同花顺涨停原因标签 + 东财涨停高度/开板结构；历史板块资金未获取"
    },
    {
      "name": "机器人",
      "status": "次主线",
      "stage": "发酵",
      "strength_score": 81,
      "continuity_score": 80,
      "limit_up_count": 8,
      "max_board": 1,
      "active_days": 5,
      "five_day_counts": [
        {
          "date": "2026-08-27",
          "count": 5
        },
        {
          "date": "2026-08-28",
          "count": 4
        },
        {
          "date": "2026-08-31",
          "count": 11
        },
        {
          "date": "2026-09-01",
          "count": 2
        },
        {
          "date": "2026-09-02",
          "count": 8
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "002886",
          "name": "沃特股份",
          "board": 1,
          "reason": "PTFE薄膜+人形机器人+特种高分子"
        },
        {
          "role": "容量核心",
          "code": "002708",
          "name": "光洋股份",
          "board": 1,
          "reason": "人形机器人+PCB收购+半年报增长"
        },
        {
          "role": "前排助攻",
          "code": "603958",
          "name": "哈森股份",
          "board": 1,
          "reason": "苹果产业链+机器人+资产重组+中报扭亏"
        }
      ],
      "reason_tags": [
        "机器人概念",
        "人形机器人",
        "机器人",
        "机器视觉"
      ],
      "confirmation": "建设工业、金帝股份等高辨识度标的承接稳定，并出现首板扩散。",
      "failure_signals": "前排开板后无回封，新增首板消失，题材重新退回零散个股行情。",
      "negative_feedback": [],
      "fund_flow": null,
      "evidence_note": "同花顺涨停原因标签 + 东财涨停高度/开板结构；历史板块资金未获取"
    },
    {
      "name": "军工 / 兵装重组",
      "status": "次主线",
      "stage": "发酵",
      "strength_score": 68,
      "continuity_score": 56,
      "limit_up_count": 6,
      "max_board": 2,
      "active_days": 3,
      "five_day_counts": [
        {
          "date": "2026-08-27",
          "count": 1
        },
        {
          "date": "2026-08-28",
          "count": 0
        },
        {
          "date": "2026-08-31",
          "count": 0
        },
        {
          "date": "2026-09-01",
          "count": 1
        },
        {
          "date": "2026-09-02",
          "count": 6
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "600967",
          "name": "内蒙一机",
          "board": 2,
          "reason": "军工装备+军贸+铁路货车+兵装重组"
        },
        {
          "role": "容量核心",
          "code": "601606",
          "name": "长城军工",
          "board": 1,
          "reason": "弹药装备+军贸订单+兵装重组+央企背景"
        },
        {
          "role": "前排助攻",
          "code": "002297",
          "name": "博云新材",
          "board": 1,
          "reason": "军工+航天材料+硬质合金"
        }
      ],
      "reason_tags": [
        "兵装重组",
        "军工装备",
        "军贸",
        "弹药装备",
        "军贸订单",
        "航空航天"
      ],
      "confirmation": "兵装重组分支保持2板高度，军工材料与装备端继续扩散。",
      "failure_signals": "建设工业、内蒙一机、长城军工集体断板且无低位补涨。",
      "negative_feedback": [],
      "fund_flow": null,
      "evidence_note": "同花顺涨停原因标签 + 东财涨停高度/开板结构；历史板块资金未获取"
    },
    {
      "name": "并购重组 / 控制权",
      "status": "事件线",
      "stage": "扩散",
      "strength_score": 86,
      "continuity_score": 84,
      "limit_up_count": 8,
      "max_board": 2,
      "active_days": 5,
      "five_day_counts": [
        {
          "date": "2026-08-27",
          "count": 3
        },
        {
          "date": "2026-08-28",
          "count": 2
        },
        {
          "date": "2026-08-31",
          "count": 2
        },
        {
          "date": "2026-09-01",
          "count": 4
        },
        {
          "date": "2026-09-02",
          "count": 8
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "000635",
          "name": "英力特",
          "board": 2,
          "reason": "控制权变更+复牌+氯碱化工"
        },
        {
          "role": "容量核心",
          "code": "000628",
          "name": "高新发展",
          "board": 1,
          "reason": "功率半导体+此前拟收购华鲲振宇股权+虚拟电厂+成都国资"
        },
        {
          "role": "前排助攻",
          "code": "002708",
          "name": "光洋股份",
          "board": 1,
          "reason": "人形机器人+PCB收购+半年报增长"
        }
      ],
      "reason_tags": [
        "控制权变更",
        "股权转让完成",
        "司法拍卖",
        "并购重组",
        "此前拟收购华鲲振宇股权",
        "PCB收购"
      ],
      "confirmation": "重组标的由独立事件扩散为同方向换手板，并维持至少2板高度。",
      "failure_signals": "复牌或一字个股开板即兑现，事件股之间没有联动承接。",
      "negative_feedback": [],
      "fund_flow": null,
      "evidence_note": "同花顺涨停原因标签 + 东财涨停高度/开板结构；历史板块资金未获取"
    },
    {
      "name": "电网 / 能源设备",
      "status": "轮动",
      "stage": "试强",
      "strength_score": 65,
      "continuity_score": 72,
      "limit_up_count": 4,
      "max_board": 1,
      "active_days": 5,
      "five_day_counts": [
        {
          "date": "2026-08-27",
          "count": 1
        },
        {
          "date": "2026-08-28",
          "count": 2
        },
        {
          "date": "2026-08-31",
          "count": 1
        },
        {
          "date": "2026-09-01",
          "count": 1
        },
        {
          "date": "2026-09-02",
          "count": 4
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "002893",
          "name": "京能热力",
          "board": 1,
          "reason": "热力+综合能源+北京国资+半年报增长"
        },
        {
          "role": "容量核心",
          "code": "002300",
          "name": "太阳电缆",
          "board": 1,
          "reason": "海底电缆+电线电缆+数据中心+国防配套"
        },
        {
          "role": "前排助攻",
          "code": "603530",
          "name": "神马电力",
          "board": 1,
          "reason": "电网设备+特高压+海外拓展"
        }
      ],
      "reason_tags": [
        "海底电缆",
        "电线电缆",
        "综合能源",
        "电网设备",
        "特高压",
        "光伏储能"
      ],
      "confirmation": "电网设备涨停宽度继续扩大并产生2板，容量标的同步放量承接。",
      "failure_signals": "仍无连板高度，首板次日普遍无溢价，板块退回快速轮动。",
      "negative_feedback": [],
      "fund_flow": null,
      "evidence_note": "同花顺涨停原因标签 + 东财涨停高度/开板结构；历史板块资金未获取"
    },
    {
      "name": "汽车零部件",
      "status": "轮动",
      "stage": "试强",
      "strength_score": 55,
      "continuity_score": 48,
      "limit_up_count": 4,
      "max_board": 1,
      "active_days": 3,
      "five_day_counts": [
        {
          "date": "2026-08-27",
          "count": 2
        },
        {
          "date": "2026-08-28",
          "count": 0
        },
        {
          "date": "2026-08-31",
          "count": 2
        },
        {
          "date": "2026-09-01",
          "count": 0
        },
        {
          "date": "2026-09-02",
          "count": 4
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "002536",
          "name": "飞龙股份",
          "board": 1,
          "reason": "液冷订单+服务器液冷+汽车热管理"
        },
        {
          "role": "容量核心",
          "code": "603270",
          "name": "金帝股份",
          "board": 1,
          "reason": "液冷散热+人形机器人+电驱动定转子"
        },
        {
          "role": "前排助攻",
          "code": "603701",
          "name": "德宏股份",
          "board": 1,
          "reason": "商用车发电机+储能+业绩增长"
        }
      ],
      "reason_tags": [
        "汽车热管理",
        "电驱动定转子",
        "新能源汽配",
        "汽车零部件",
        "商用车发电机"
      ],
      "confirmation": "飞龙股份或金帝股份走出持续性，低位汽配首板继续增加。",
      "failure_signals": "容量核心冲高回落且板块无法形成2板，高开低走后迅速轮出。",
      "negative_feedback": [],
      "fund_flow": null,
      "evidence_note": "同花顺涨停原因标签 + 东财涨停高度/开板结构；历史板块资金未获取"
    },
    {
      "name": "消费 / 零售",
      "status": "退潮",
      "stage": "缩容",
      "strength_score": 81,
      "continuity_score": 86,
      "limit_up_count": 5,
      "max_board": 4,
      "active_days": 5,
      "five_day_counts": [
        {
          "date": "2026-08-27",
          "count": 2
        },
        {
          "date": "2026-08-28",
          "count": 2
        },
        {
          "date": "2026-08-31",
          "count": 4
        },
        {
          "date": "2026-09-01",
          "count": 12
        },
        {
          "date": "2026-09-02",
          "count": 5
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "601086",
          "name": "国芳集团",
          "board": 4,
          "reason": "连锁零售+新零售+半年报增长"
        },
        {
          "role": "容量核心",
          "code": "601566",
          "name": "九牧王",
          "board": 1,
          "reason": "男裤龙头+零售消费+太空裤"
        },
        {
          "role": "前排助攻",
          "code": "600828",
          "name": "茂业商业",
          "board": 2,
          "reason": "百货零售+商业REITs+商管转型"
        }
      ],
      "reason_tags": [
        "百货零售",
        "连锁零售",
        "新零售",
        "男裤龙头",
        "零售消费",
        "文旅科技"
      ],
      "confirmation": "国芳集团高位换手后回封，零售首板重新扩散且昨日涨停反馈转正。",
      "failure_signals": "4板核心断板，低位零售与文旅没有补涨，数量继续降至2家以下。",
      "negative_feedback": [
        {
          "code": "605179",
          "name": "一鸣食品",
          "pct": -10.01,
          "industry": "饮料乳品"
        }
      ],
      "fund_flow": null,
      "evidence_note": "同花顺涨停原因标签 + 东财涨停高度/开板结构；历史板块资金未获取"
    },
    {
      "name": "文化传媒",
      "status": "退潮",
      "stage": "缩容",
      "strength_score": 63,
      "continuity_score": 66,
      "limit_up_count": 3,
      "max_board": 3,
      "active_days": 4,
      "five_day_counts": [
        {
          "date": "2026-08-27",
          "count": 0
        },
        {
          "date": "2026-08-28",
          "count": 1
        },
        {
          "date": "2026-08-31",
          "count": 13
        },
        {
          "date": "2026-09-01",
          "count": 9
        },
        {
          "date": "2026-09-02",
          "count": 3
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "605577",
          "name": "龙版传媒",
          "board": 3,
          "reason": "AI漫剧+出版发行+黑龙江国资"
        },
        {
          "role": "容量核心",
          "code": "000892",
          "name": "欢瑞世纪",
          "board": 3,
          "reason": "AIGC影视+互动影游+影视制作"
        },
        {
          "role": "前排助攻",
          "code": "600892",
          "name": "大晟文化",
          "board": 3,
          "reason": "短剧+网络游戏+异常波动"
        }
      ],
      "reason_tags": [
        "AIGC影视",
        "互动影游",
        "影视制作",
        "短剧",
        "网络游戏",
        "AI漫剧"
      ],
      "confirmation": "欢瑞世纪、大晟文化或龙版传媒至少两只维持晋级，传媒首板重新扩散。",
      "failure_signals": "三只高标全部断板且板块涨停数量降至1家以内。",
      "negative_feedback": [],
      "fund_flow": null,
      "evidence_note": "同花顺涨停原因标签 + 东财涨停高度/开板结构；历史板块资金未获取"
    }
  ],
  "leaders": [
    {
      "code": "601086",
      "name": "国芳集团",
      "change_pct": 10.01,
      "board": 4,
      "themes": [
        "消费 / 零售"
      ],
      "industry": "一般零售",
      "first_seal": "092500",
      "last_seal": null,
      "breaks": 0,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "003005",
      "name": "竞业达",
      "change_pct": 10.01,
      "board": 4,
      "themes": [],
      "industry": "IT服务Ⅱ",
      "first_seal": "092500",
      "last_seal": null,
      "breaks": 0,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "000892",
      "name": "欢瑞世纪",
      "change_pct": 9.94,
      "board": 3,
      "themes": [
        "文化传媒"
      ],
      "industry": "影视院线",
      "first_seal": "092500",
      "last_seal": null,
      "breaks": 0,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "600892",
      "name": "大晟文化",
      "change_pct": 10.08,
      "board": 3,
      "themes": [
        "文化传媒"
      ],
      "industry": "游戏Ⅱ",
      "first_seal": "092503",
      "last_seal": null,
      "breaks": 0,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "002909",
      "name": "集泰股份",
      "change_pct": 9.97,
      "board": 3,
      "themes": [
        "AI基础设施 / 液冷",
        "化工 / 新材料"
      ],
      "industry": "化学制品",
      "first_seal": "092500",
      "last_seal": null,
      "breaks": 0,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "605577",
      "name": "龙版传媒",
      "change_pct": 10.02,
      "board": 3,
      "themes": [
        "文化传媒"
      ],
      "industry": "出版",
      "first_seal": "093805",
      "last_seal": null,
      "breaks": 0,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "600967",
      "name": "内蒙一机",
      "change_pct": 10.01,
      "board": 2,
      "themes": [
        "军工 / 兵装重组"
      ],
      "industry": "地面兵装",
      "first_seal": "093445",
      "last_seal": null,
      "breaks": 0,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "000635",
      "name": "英 力 特",
      "change_pct": 9.97,
      "board": 2,
      "themes": [
        "化工 / 新材料",
        "并购重组 / 控制权"
      ],
      "industry": "化学原料",
      "first_seal": "092500",
      "last_seal": null,
      "breaks": 0,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "002104",
      "name": "恒宝股份",
      "change_pct": 10.02,
      "board": 2,
      "themes": [],
      "industry": "通信设备",
      "first_seal": "101942",
      "last_seal": null,
      "breaks": 1,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "600828",
      "name": "茂业商业",
      "change_pct": 10.07,
      "board": 2,
      "themes": [
        "消费 / 零售"
      ],
      "industry": "一般零售",
      "first_seal": "092501",
      "last_seal": null,
      "breaks": 1,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "600830",
      "name": "香溢融通",
      "change_pct": 9.97,
      "board": 2,
      "themes": [],
      "industry": "多元金融",
      "first_seal": "093133",
      "last_seal": null,
      "breaks": 1,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    },
    {
      "code": "603207",
      "name": "小方制药",
      "change_pct": 10.0,
      "board": 2,
      "themes": [],
      "industry": "化学制药",
      "first_seal": "093044",
      "last_seal": null,
      "breaks": 1,
      "turnover_pct": null,
      "amount_yi": null,
      "one_word": null
    }
  ],
  "industries": [
    {
      "name": "汽车零部",
      "change_pct": null,
      "limit_up": 5,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "建设工业",
        "飞龙股份",
        "光洋股份"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "电网设备",
      "change_pct": null,
      "limit_up": 4,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "远东股份",
        "太阳电缆",
        "神马电力"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "服装家纺",
      "change_pct": null,
      "limit_up": 3,
      "broken": 1,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "九牧王",
        "康隆达",
        "哈森股份"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "IT服务Ⅱ",
      "change_pct": null,
      "limit_up": 2,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "竞业达",
        "大位科技"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "一般零售",
      "change_pct": null,
      "limit_up": 2,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "国芳集团",
        "茂业商业"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "塑料",
      "change_pct": null,
      "limit_up": 2,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "道明光学",
        "沃特股份"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "地面兵装",
      "change_pct": null,
      "limit_up": 2,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "内蒙一机",
        "长城军工"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "玻璃玻纤",
      "change_pct": null,
      "limit_up": 2,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "山东玻纤",
        "九鼎新材"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "通用设备",
      "change_pct": null,
      "limit_up": 2,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "雪人集团",
        "金帝股份"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "航空装备",
      "change_pct": null,
      "limit_up": 2,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "博云新材",
        "晟楠科技"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "化学原料",
      "change_pct": null,
      "limit_up": 2,
      "broken": 0,
      "limit_down": 1,
      "max_board": null,
      "leaders": [
        "英 力 特",
        "华昌化工"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "化学制品",
      "change_pct": null,
      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "集泰股份"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    }
  ],
  "sector_strength": [
    {
      "code": "BK1019",
      "name": "化学原料",
      "change_pct": -1.72,
      "change_3d_pct": null,
      "change_5d_pct": null,
      "change_10d_pct": null,
      "turnover_yi": null,
      "turnover_change_pct": null,
      "average_5d_turnover_yi": null,
      "main_net_yi": null,
      "updated_at": "14:41附近盘中快照",
      "status": "数据不足"
    },
    {
      "code": "BK1420",
      "name": "其他化学原料",
      "change_pct": -2.98,
      "change_3d_pct": null,
      "change_5d_pct": 1.49,
      "change_10d_pct": 5.19,
      "turnover_yi": 45.84,
      "turnover_change_pct": null,
      "average_5d_turnover_yi": null,
      "main_net_yi": null,
      "updated_at": "14:41附近盘中快照",
      "status": "数据不足"
    },
    {
      "code": "BK0538",
      "name": "化学制品",
      "change_pct": -0.51,
      "change_3d_pct": null,
      "change_5d_pct": null,
      "change_10d_pct": null,
      "turnover_yi": 355.85,
      "turnover_change_pct": null,
      "average_5d_turnover_yi": null,
      "main_net_yi": null,
      "updated_at": "14:16附近盘中快照",
      "status": "数据不足"
    },
    {
      "code": "BK0731",
      "name": "农化制品",
      "change_pct": -2.28,
      "change_3d_pct": null,
      "change_5d_pct": null,
      "change_10d_pct": null,
      "turnover_yi": 196.06,
      "turnover_change_pct": null,
      "average_5d_turnover_yi": null,
      "main_net_yi": null,
      "updated_at": "14:16附近盘中快照",
      "status": "数据不足"
    }
  ],
  "capital_flow": {
    "status": "数据不足",
    "total_turnover_yi": 17911.79,
    "change_vs_prev_pct": null,
    "average_5d_yi": null,
    "average_20d_yi": null,
    "large_small_structure": null,
    "primary_theme_turnover_ratio": null,
    "high_level_turnover_ratio": null,
    "main_net_yi": null,
    "super_large_net_yi": null,
    "large_net_yi": null,
    "medium_net_yi": null,
    "small_net_yi": null,
    "sector_flows": [],
    "top_turnover": [],
    "resonance": "数据不足",
    "methodology_note": "数据商资金流按成交金额与主动买卖规则估算，并非交易所直接披露的投资者身份。",
    "missing_dimensions": [
      "较昨日成交额",
      "5日均量",
      "20日均量",
      "主力净流入"
    ]
  },
  "lhb": {
    "status": "available",
    "facts": [
      {
        "code": "600967",
        "name": "内蒙一机",
        "reason": "非S证券连续三个交易日内收盘价格涨幅偏离值累计达到20%的证券",
        "close": 13.41,
        "change_pct": 10.01,
        "net_buy_yi": 2.1206,
        "buy_yi": 3.115,
        "sell_yi": 0.9943,
        "turnover_pct": 3.82,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "300189",
        "name": "神农种业",
        "reason": "日换手率达到30%的前5只证券",
        "close": 6.69,
        "change_pct": -11.39,
        "net_buy_yi": -2.9916,
        "buy_yi": 1.602,
        "sell_yi": 4.5936,
        "turnover_pct": 42.0,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "003005",
        "name": "竞业达",
        "reason": "连续三个交易日内，涨幅偏离值累计达到20%的证券",
        "close": 20.0,
        "change_pct": 10.01,
        "net_buy_yi": 0.3987,
        "buy_yi": 0.6623,
        "sell_yi": 0.2636,
        "turnover_pct": 3.27,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "601086",
        "name": "国芳集团",
        "reason": "非S证券连续三个交易日内收盘价格涨幅偏离值累计达到20%的证券",
        "close": 11.1,
        "change_pct": 10.01,
        "net_buy_yi": 0.2459,
        "buy_yi": 0.526,
        "sell_yi": 0.2801,
        "turnover_pct": 0.87,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "600892",
        "name": "大晟文化",
        "reason": "有价格涨跌幅限制的日收盘价格涨幅偏离值达到7%的前五只证券",
        "close": 5.35,
        "change_pct": 10.08,
        "net_buy_yi": 0.2152,
        "buy_yi": 0.4485,
        "sell_yi": 0.2333,
        "turnover_pct": 2.01,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "002104",
        "name": "恒宝股份",
        "reason": "日涨幅偏离值达到7%的前5只证券",
        "close": 13.51,
        "change_pct": 10.02,
        "net_buy_yi": -0.5817,
        "buy_yi": 2.1234,
        "sell_yi": 2.7051,
        "turnover_pct": 22.99,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "600828",
        "name": "茂业商业",
        "reason": "非S证券连续三个交易日内收盘价格涨幅偏离值累计达到20%的证券",
        "close": 4.81,
        "change_pct": 10.07,
        "net_buy_yi": 0.3705,
        "buy_yi": 0.8109,
        "sell_yi": 0.4404,
        "turnover_pct": 2.66,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "000635",
        "name": "英力特",
        "reason": "连续三个交易日内，涨幅偏离值累计达到20%的证券",
        "close": 7.94,
        "change_pct": 9.97,
        "net_buy_yi": 0.0879,
        "buy_yi": 0.4192,
        "sell_yi": 0.3313,
        "turnover_pct": 2.81,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "600830",
        "name": "香溢融通",
        "reason": "非S证券连续三个交易日内收盘价格涨幅偏离值累计达到20%的证券",
        "close": 10.15,
        "change_pct": 9.97,
        "net_buy_yi": 0.0749,
        "buy_yi": 0.8457,
        "sell_yi": 0.7708,
        "turnover_pct": 8.37,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "603207",
        "name": "小方制药",
        "reason": "非S证券连续三个交易日内收盘价格涨幅偏离值累计达到20%的证券",
        "close": 27.94,
        "change_pct": 10.0,
        "net_buy_yi": 0.0437,
        "buy_yi": 0.578,
        "sell_yi": 0.5343,
        "turnover_pct": 24.16,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "600508",
        "name": "上海能源",
        "reason": "有价格涨跌幅限制的日价格振幅达到15%的前五只证券",
        "close": 11.2,
        "change_pct": -7.97,
        "net_buy_yi": -0.8857,
        "buy_yi": 0.9626,
        "sell_yi": 1.8483,
        "turnover_pct": 8.39,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "000019",
        "name": "深粮控股",
        "reason": "日跌幅偏离值达到7%的前5只证券",
        "close": 7.18,
        "change_pct": -9.34,
        "net_buy_yi": -0.8209,
        "buy_yi": 0.3088,
        "sell_yi": 1.1297,
        "turnover_pct": 14.8,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "600354",
        "name": "敦煌种业",
        "reason": "有价格涨跌幅限制的日收盘价格跌幅偏离值达到7%的前五只证券",
        "close": 8.21,
        "change_pct": -9.98,
        "net_buy_yi": -0.565,
        "buy_yi": 0.7192,
        "sell_yi": 1.2842,
        "turnover_pct": 25.63,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "002412",
        "name": "汉森制药",
        "reason": "连续三个交易日内，跌幅偏离值累计达到20%的证券",
        "close": 10.26,
        "change_pct": -8.06,
        "net_buy_yi": -0.5262,
        "buy_yi": 2.3405,
        "sell_yi": 2.8667,
        "turnover_pct": 21.58,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "000713",
        "name": "国投丰乐",
        "reason": "日跌幅偏离值达到7%的前5只证券",
        "close": 6.43,
        "change_pct": -9.94,
        "net_buy_yi": -0.4734,
        "buy_yi": 0.1731,
        "sell_yi": 0.6465,
        "turnover_pct": 8.54,
        "buy_top5": null,
        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      }
    ],
    "skill_name": "dragon-tiger-lab",
    "skill_version": "1.0.0",
    "skill_status": "unavailable",
    "model_analysis": null,
    "analysis_time": null,
    "note": "龙虎榜事实与Skill模型分层展示；游资身份和概率不会由报告系统自行推断。"
  },
  "catalysts": [],
  "after_close_events": [],
  "risks": {
    "risk_level": "偏高",
    "limit_down_count": 8,
    "break_rate": 22.4,
    "high_level_negative_count": null,
    "declining_themes": [
      "消费 / 零售",
      "文化传媒"
    ],
    "negative_examples": [
      {
        "type": "跌停",
        "code": "000545",
        "name": "金浦钛业",
        "change_pct": -10.13,
        "industry": "化学原料"
      },
      {
        "type": "跌停",
        "code": "603395",
        "name": "红四方",
        "change_pct": -10.0,
        "industry": "农化制品"
      },
      {
        "type": "跌停",
        "code": "000713",
        "name": "国投丰乐",
        "change_pct": -9.94,
        "industry": "种植业"
      },
      {
        "type": "跌停",
        "code": "002942",
        "name": "新农股份",
        "change_pct": -10.0,
        "industry": "农化制品"
      },
      {
        "type": "跌停",
        "code": "600354",
        "name": "敦煌种业",
        "change_pct": -9.98,
        "industry": "种植业"
      },
      {
        "type": "跌停",
        "code": "002742",
        "name": "冀衡医药",
        "change_pct": -10.02,
        "industry": "化学制药"
      },
      {
        "type": "跌停",
        "code": "600613",
        "name": "神奇制药",
        "change_pct": -10.04,
        "industry": "化学制药"
      },
      {
        "type": "跌停",
        "code": "605179",
        "name": "一鸣食品",
        "change_pct": -10.01,
        "industry": "饮料乳品"
      },
      {
        "type": "炸板",
        "code": "002490",
        "name": "山东墨龙",
        "change_pct": 3.95,
        "industry": "专用设备"
      },
      {
        "type": "炸板",
        "code": "002679",
        "name": "福建金森",
        "change_pct": -5.19,
        "industry": "林业Ⅱ"
      },
      {
        "type": "炸板",
        "code": "600121",
        "name": "郑州煤电",
        "change_pct": -1.85,
        "industry": "煤炭开采"
      },
      {
        "type": "炸板",
        "code": "600540",
        "name": "新赛股份",
        "change_pct": 9.97,
        "industry": "种植业"
      },
      {
        "type": "炸板",
        "code": "600792",
        "name": "云煤能源",
        "change_pct": -2.71,
        "industry": "焦炭Ⅱ"
      }
    ],
    "divergences": [
      "指数弱、短线题材仍活跃"
    ],
    "summary": "高位与主线负反馈是次日优先风险变量。"
  },
  "bull_bear_validation": {
    "bullish": [
      "涨停52家，活跃资金尚未全面退场",
      "AI基础设施 / 液冷保持题材结构领先"
    ],
    "bearish": [
      "昨日涨停平均收益-0.76%，接力反馈偏弱",
      "炸板率22.4%，封板一致性下降"
    ],
    "insufficient": [
      "市场广度缺失",
      "全市场资金身份估算缺失",
      "收盘后催化未获取"
    ],
    "conclusion": "多空证据均衡，等待次日关键条件验证。"
  },
  "tomorrow_plan": {
    "recommended_position": "20%～40%",
    "primary_theme": "AI基础设施 / 液冷",
    "scenarios": [
      {
        "name": "强势强化",
        "position": "60%～80%",
        "confirmation": [
          "主线核心竞价与开盘承接强",
          "容量核心不出现明显负反馈",
          "指数不出现放量跳水",
          "高标反馈改善"
        ],
        "participate": [
          "主线核心",
          "首次分歧转一致",
          "容量核心",
          "前排补涨"
        ],
        "avoid": [
          "无量后排",
          "高潮跟风",
          "弱转弱高位股"
        ],
        "action": "条件全部成立才提高仓位；任何关键条件缺失均不自动升仓。"
      },
      {
        "name": "震荡轮动",
        "position": "30%～50%",
        "confirmation": [
          "主线核心横盘而非破位",
          "板块分化且新方向轮动",
          "成交额没有明显放大",
          "连板高度停滞"
        ],
        "participate": [
          "前排核心低吸",
          "有承接的轮动首板"
        ],
        "avoid": [
          "一致高潮追高",
          "后排跟风"
        ],
        "action": "维持中低仓位，优先低吸和确认后的前排。"
      },
      {
        "name": "继续退潮",
        "position": "0%～30%",
        "confirmation": [
          "高标继续负反馈",
          "主线容量破位",
          "跌停或炸板率明显增加",
          "昨日涨停溢价继续转弱"
        ],
        "participate": [
          "等待冰点或修复确认"
        ],
        "avoid": [
          "高位接力",
          "弱主线后排",
          "无承接反抽"
        ],
        "action": "降低交易频率，先防守后等待。"
      }
    ],
    "observation_schedule": {
      "09:25～09:35": [
        "龙头与高标竞价",
        "主线前排",
        "核心容量",
        "指数与成交预估"
      ],
      "10:00～10:30": [
        "主线是否扩散",
        "核心是否承接",
        "是否出现新题材抢资金"
      ],
      "13:30～14:30": [
        "炸板与回流",
        "尾盘抢跑",
        "容量股承接"
      ]
    },
    "decision_note": "仓位由市场状态、赚钱效应、主线持续性、量能、风险与数据可信度综合映射为区间，不做虚假精确。"
  },
  "data_audit": {
    "sources": [
      "指数与个股行情：通达信TCP",
      "涨跌停/炸板/昨日涨停：东财push2ex",
      "板块K线：东财push2his；部分源可能降级",
      "两市成交额采用上证与深证指数显示成交额相加，口径以数据源为准",
      "化工板块数据为当日14:16—14:41盘中已验证快照，非最终收盘；页面明确标注"
    ],
    "missing_fields": [
      "20日均量",
      "5日均量",
      "主力净流入",
      "催化与收盘后变量缺失",
      "市场广度缺失",
      "成交额历史比较缺失",
      "资金流维度缺失",
      "较昨日成交额"
    ],
    "degraded_sources": [],
    "excluded_from_scores": [
      "资金维度"
    ],
    "versions": {
      "market_engine": "3.0.0",
      "theme_engine": "3.0.0",
      "capital_engine": "3.0.0",
      "news_engine": "3.0.0",
      "strategy_engine": "3.0.0",
      "render": "3.0.0"
    },
    "dragon_tiger_skill": {
      "name": "dragon-tiger-lab",
      "version": "1.0.0",
      "status": "unavailable",
      "analysis_time": null
    }
  }
}