A股次日决策终端 V3
市场驾驶舱交易日期:2026-09-02市场数据截至:15:00 收盘报告生成:2026-09-02 17:05 CST
MARKET STATE · 判断层

震荡轮动 · 弱分歧

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。

主线 AI基础设施 / 液冷次主线 化工 / 新材料风险 偏高
情绪评分49 / 100规则评分
赚钱效应中性
建议仓位20%~40%策略层
两市成交17,912亿
涨停52家
炸板率22.40%
当前主线AI基础设施 / 液冷
当前次主线化工 / 新材料
判断可信度:低市场广度缺失;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

今日核心结论

判断层 · 仅保留影响次日决策的4条

市场处于震荡轮动,情绪周期为弱分歧。

赚钱效应中性,风险等级偏高。

当前主线:AI基础设施 / 液冷;次主线:化工 / 新材料。

高位与主线负反馈是次日优先风险变量。

指数与量能

事实层 · 收盘点位、区间、成交额

上证指数000001
-0.97%
3,941.39
3,932.25
3,965.81
振幅0.85%成交额8,354亿5日未获取
15:00 收盘 · 区间图非时序走势
深证成指399001
-1.88%
13,611.55
13,549.77
13,732.18
振幅1.33%成交额9,558亿5日未获取
15:00 收盘 · 区间图非时序走势
创业板指399006
-2.39%
3,312.24
3,296.48
3,348.69
振幅1.56%成交额4,421亿5日未获取
15:00 收盘 · 区间图非时序走势
科创50000688
-1.82%
1,617.60
1,607.19
1,635.76
振幅1.76%成交额643亿5日未获取
15:00 收盘 · 区间图非时序走势
沪深300000300
-1.38%
4,547.96
4,534.39
4,583.27
振幅1.07%成交额4,747亿5日未获取
15:00 收盘 · 区间图非时序走势
中证500000905
-1.65%
7,729.23
7,692.15
7,783.05
振幅1.17%成交额3,073亿5日未获取
15:00 收盘 · 区间图非时序走势
中证1000000852
-1.40%
7,583.76
7,539.08
7,624.71
振幅1.12%成交额3,687亿5日未获取
15:00 收盘 · 区间图非时序走势

市场量能

数据不足
沪市成交8,354亿
深市成交9,558亿
较昨日未获取
较5日均量未获取

价量状态:数据不足;20日比较:未获取

市场广度与赚钱效应

事实 → 判断,不用指数代替个股体验

市场广度

未入模
上涨未获取
下跌未获取
平盘未获取
涨幅>5%未获取
跌幅<-5%未获取
中位数未获取

全市场涨跌家数接口当次返回502,未纳入评分

赚钱效应

判断层
评级中性
情绪评分49

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。

情绪周期与市场风格

规则状态机 · 不凭感觉定义

情绪结构

弱分歧
涨停52
跌停8
炸板15
封板率77.60%
最高板4板
昨涨停收益-0.76%
4板2家
3板4家
2板7家
1板39家
前一日未获取→ 弱分歧次日验证阶段延续性

今日风格

谁在赚钱
大小盘大小盘均衡
成长/价值数据不足
科技/股息数据不足
高位/低位低位首板占优
趋势/连板数据不足
容量/小票数据不足
机构/游资数据不足

大小盘均衡 · 低位首板占优

市场主线

跨行业多标签 · 结构评分不是上涨概率

主线:AI基础设施 / 液冷

综合近5日涨停覆盖、活跃天数、连板高度、核心层级和负反馈;资金缺失时动态剔除,不记0分。

02次主线高低分化

化工 / 新材料

91结构强度
涨停8
最高板3板
活跃5/5日
持续性88
308-27
708-28
508-31
309-01
809-02

近5个交易日涨停覆盖(真实计数)

核心梯队、催化与验证条件
  • 高度核心集泰股份3板 · 液冷硅油+新能源胶+密封胶
  • 容量核心沃特股份1板 · PTFE薄膜+人形机器人+特种高分子
  • 前排助攻英力特2板 · 控制权变更+复牌+氯碱化工
氯碱化工多元醇液冷硅油密封胶三氟化硼六氟磷酸锂

次日确认高位负反馈收敛,材料分支保持涨停宽度,板块指数重新站回短期均线。

强化条件数据不足

失效信号化学原料、农化跌停继续扩散,涨停只剩重组驱动的孤立个股。

负反馈金浦钛业-10.13%、红四方-10.00%、新农股份-10.00%

资金证据资金数据未获取,资金维度未纳入评分

03次主线发酵

机器人

81结构强度
涨停8
最高板1板
活跃5/5日
持续性80
508-27
408-28
1108-31
209-01
809-02

近5个交易日涨停覆盖(真实计数)

核心梯队、催化与验证条件
  • 高度核心沃特股份1板 · PTFE薄膜+人形机器人+特种高分子
  • 容量核心光洋股份1板 · 人形机器人+PCB收购+半年报增长
  • 前排助攻哈森股份1板 · 苹果产业链+机器人+资产重组+中报扭亏
机器人概念人形机器人机器人机器视觉

次日确认建设工业、金帝股份等高辨识度标的承接稳定,并出现首板扩散。

强化条件数据不足

失效信号前排开板后无回封,新增首板消失,题材重新退回零散个股行情。

负反馈未录得该题材跌停样本

资金证据资金数据未获取,资金维度未纳入评分

04次主线发酵

军工 / 兵装重组

68结构强度
涨停6
最高板2板
活跃3/5日
持续性56
108-27
008-28
008-31
109-01
609-02

近5个交易日涨停覆盖(真实计数)

核心梯队、催化与验证条件
  • 高度核心内蒙一机2板 · 军工装备+军贸+铁路货车+兵装重组
  • 容量核心长城军工1板 · 弹药装备+军贸订单+兵装重组+央企背景
  • 前排助攻博云新材1板 · 军工+航天材料+硬质合金
兵装重组军工装备军贸弹药装备军贸订单航空航天

次日确认兵装重组分支保持2板高度,军工材料与装备端继续扩散。

强化条件数据不足

失效信号建设工业、内蒙一机、长城军工集体断板且无低位补涨。

负反馈未录得该题材跌停样本

资金证据资金数据未获取,资金维度未纳入评分

05事件线扩散

并购重组 / 控制权

86结构强度
涨停8
最高板2板
活跃5/5日
持续性84
308-27
208-28
208-31
409-01
809-02

近5个交易日涨停覆盖(真实计数)

核心梯队、催化与验证条件
  • 高度核心英力特2板 · 控制权变更+复牌+氯碱化工
  • 容量核心高新发展1板 · 功率半导体+此前拟收购华鲲振宇股权+虚拟电厂+成都国资
  • 前排助攻光洋股份1板 · 人形机器人+PCB收购+半年报增长
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

次日确认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。

强化条件数据不足

失效信号复牌或一字个股开板即兑现,事件股之间没有联动承接。

负反馈未录得该题材跌停样本

资金证据资金数据未获取,资金维度未纳入评分

06轮动试强

电网 / 能源设备

65结构强度
涨停4
最高板1板
活跃5/5日
持续性72
108-27
208-28
108-31
109-01
409-02

近5个交易日涨停覆盖(真实计数)

核心梯队、催化与验证条件
  • 高度核心京能热力1板 · 热力+综合能源+北京国资+半年报增长
  • 容量核心太阳电缆1板 · 海底电缆+电线电缆+数据中心+国防配套
  • 前排助攻神马电力1板 · 电网设备+特高压+海外拓展
海底电缆电线电缆综合能源电网设备特高压光伏储能

次日确认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。

强化条件数据不足

失效信号仍无连板高度,首板次日普遍无溢价,板块退回快速轮动。

负反馈未录得该题材跌停样本

资金证据资金数据未获取,资金维度未纳入评分

07轮动试强

汽车零部件

55结构强度
涨停4
最高板1板
活跃3/5日
持续性48
208-27
008-28
208-31
009-01
409-02

近5个交易日涨停覆盖(真实计数)

核心梯队、催化与验证条件
  • 高度核心飞龙股份1板 · 液冷订单+服务器液冷+汽车热管理
  • 容量核心金帝股份1板 · 液冷散热+人形机器人+电驱动定转子
  • 前排助攻德宏股份1板 · 商用车发电机+储能+业绩增长
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

次日确认飞龙股份或金帝股份走出持续性,低位汽配首板继续增加。

强化条件数据不足

失效信号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。

负反馈未录得该题材跌停样本

资金证据资金数据未获取,资金维度未纳入评分

08退潮缩容

消费 / 零售

81结构强度
涨停5
最高板4板
活跃5/5日
持续性86
208-27
208-28
408-31
1209-01
509-02

近5个交易日涨停覆盖(真实计数)

核心梯队、催化与验证条件
  • 高度核心国芳集团4板 · 连锁零售+新零售+半年报增长
  • 容量核心九牧王1板 · 男裤龙头+零售消费+太空裤
  • 前排助攻茂业商业2板 · 百货零售+商业REITs+商管转型
百货零售连锁零售新零售男裤龙头零售消费文旅科技

次日确认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。

强化条件数据不足

失效信号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。

负反馈一鸣食品-10.01%

资金证据资金数据未获取,资金维度未纳入评分

09退潮缩容

文化传媒

63结构强度
涨停3
最高板3板
活跃4/5日
持续性66
008-27
108-28
1308-31
909-01
309-02

近5个交易日涨停覆盖(真实计数)

核心梯队、催化与验证条件
  • 高度核心龙版传媒3板 · AI漫剧+出版发行+黑龙江国资
  • 容量核心欢瑞世纪3板 · AIGC影视+互动影游+影视制作
  • 前排助攻大晟文化3板 · 短剧+网络游戏+异常波动
AIGC影视互动影游影视制作短剧网络游戏AI漫剧

次日确认欢瑞世纪、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。

强化条件数据不足

失效信号三只高标全部断板且板块涨停数量降至1家以内。

负反馈未录得该题材跌停样本

资金证据资金数据未获取,资金维度未纳入评分

龙头生态 / 高标梯队

事实层 · 角色只在数据支持时标注

股票板位题材行业涨跌幅首封炸板
国芳集团6010864板消费 / 零售一般零售+10.01%09:250
竞业达0030054板题材未映射IT服务Ⅱ+10.01%09:250
欢瑞世纪0008923板文化传媒影视院线+9.94%09:250
大晟文化6008923板文化传媒游戏Ⅱ+10.08%09:250
集泰股份0029093板AI基础设施 / 液冷 / 化工 / 新材料化学制品+9.97%09:250
龙版传媒6055773板文化传媒出版+10.02%09:380
内蒙一机6009672板军工 / 兵装重组地面兵装+10.01%09:340
英 力 特0006352板化工 / 新材料 / 并购重组 / 控制权化学原料+9.97%09:250
恒宝股份0021042板题材未映射通信设备+10.02%10:191
茂业商业6008282板消费 / 零售一般零售+10.07%09:251
香溢融通6008302板题材未映射多元金融+9.97%09:311
小方制药6032072板题材未映射化学制药+10.00%09:301

行业涨停结构

行业只是主线判断的证据之一,不等于市场主线

展开行业详细表
行业涨跌涨停炸板跌停最高板代表个股成交额资金
汽车零部未获取500未获取建设工业 · 飞龙股份 · 光洋股份未获取未获取
电网设备未获取400未获取远东股份 · 太阳电缆 · 神马电力未获取未获取
服装家纺未获取310未获取九牧王 · 康隆达 · 哈森股份未获取未获取
IT服务Ⅱ未获取200未获取竞业达 · 大位科技未获取未获取
一般零售未获取200未获取国芳集团 · 茂业商业未获取未获取
塑料未获取200未获取道明光学 · 沃特股份未获取未获取
地面兵装未获取200未获取内蒙一机 · 长城军工未获取未获取
玻璃玻纤未获取200未获取山东玻纤 · 九鼎新材未获取未获取
通用设备未获取200未获取雪人集团 · 金帝股份未获取未获取
航空装备未获取200未获取博云新材 · 晟楠科技未获取未获取
化学原料未获取201未获取英 力 特 · 华昌化工未获取未获取
化学制品未获取100未获取集泰股份未获取未获取

板块强弱矩阵

多周期与更新时间

化学原料BK1019-1.72%
3日未获取
5日未获取
10日未获取
成交额未获取

14:41附近盘中快照 · 数据不足

其他化学原料BK1420-2.98%
3日未获取
5日+1.49%
10日+5.19%
成交额45.8亿

14:41附近盘中快照 · 数据不足

化学制品BK0538-0.51%
3日未获取
5日未获取
10日未获取
成交额355.9亿

14:16附近盘中快照 · 数据不足

农化制品BK0731-2.28%
3日未获取
5日未获取
10日未获取
成交额196.1亿

14:16附近盘中快照 · 数据不足

资金流向

一级决策模块 · 数据商口径不等于投资者身份

增量资金去了哪里

数据不足
两市成交17,912亿
较昨日未获取
数据源口径主力未获取
共振判断数据不足

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。

缺失维度:较昨日成交额、5日均量、20日均量、主力净流入

龙虎榜资金博弈

基础事实 + dragon-tiger-lab 模型结果,模型不是事实

内蒙一机600967
未获取
龙虎榜净额2.12亿
净额/成交未获取
换手率3.82%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
神农种业300189
未获取
龙虎榜净额-2.99亿
净额/成交未获取
换手率42.00%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
竞业达003005
未获取
龙虎榜净额0.40亿
净额/成交未获取
换手率3.27%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
国芳集团601086
未获取
龙虎榜净额0.25亿
净额/成交未获取
换手率0.87%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
大晟文化600892
未获取
龙虎榜净额0.22亿
净额/成交未获取
换手率2.01%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
恒宝股份002104
未获取
龙虎榜净额-0.58亿
净额/成交未获取
换手率22.99%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
茂业商业600828
未获取
龙虎榜净额0.37亿
净额/成交未获取
换手率2.66%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
英力特000635
未获取
龙虎榜净额0.09亿
净额/成交未获取
换手率2.81%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
香溢融通600830
未获取
龙虎榜净额0.07亿
净额/成交未获取
换手率8.37%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
小方制药603207
未获取
龙虎榜净额0.04亿
净额/成交未获取
换手率24.16%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
上海能源600508
未获取
龙虎榜净额-0.89亿
净额/成交未获取
换手率8.39%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
深粮控股000019
未获取
龙虎榜净额-0.82亿
净额/成交未获取
换手率14.80%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
敦煌种业600354
未获取
龙虎榜净额-0.56亿
净额/成交未获取
换手率25.63%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
汉森制药002412
未获取
龙虎榜净额-0.53亿
净额/成交未获取
换手率21.58%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}
国投丰乐000713
未获取
龙虎榜净额-0.47亿
净额/成交未获取
换手率8.54%
题材角色未获取

模型状态样本不足 / 未分析

Skill结论游资画像:未获取

次日风险未获取

买卖前五与模型证据
{
  "buy_top5": [],
  "sell_top5": [],
  "model": {}
}

催化与事件驱动

只保留可追溯的重要变量

当日催化未获取

明日新增变量

仅收录15:00后经验证的重要信息

收盘后新增变量未获取

风险与负反馈

先看哪里容易亏钱

风险等级偏高

高位与主线负反馈是次日优先风险变量。

跌停8家
炸板率22.40%

背离:指数弱、短线题材仍活跃

典型负反馈

跌停 / 炸板 / 核心走弱
金浦钛业-10.13%跌停 · 化学原料
红四方-10.00%跌停 · 农化制品
国投丰乐-9.94%跌停 · 种植业
新农股份-10.00%跌停 · 农化制品
敦煌种业-9.98%跌停 · 种植业
冀衡医药-10.02%跌停 · 化学制药
神奇制药-10.04%跌停 · 化学制药
一鸣食品-10.01%跌停 · 饮料乳品
山东墨龙+3.95%炸板 · 专用设备
福建金森-5.19%炸板 · 林业Ⅱ
郑州煤电-1.85%炸板 · 煤炭开采
新赛股份+9.97%炸板 · 种植业
云煤能源-2.71%炸板 · 焦炭Ⅱ

多空对抗验证

把相反证据放在同一屏

看多证据

  • 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

看空证据

  • 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
证据不足: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
综合:多空证据均衡,等待次日关键条件验证。

次日作战图

策略层 · 条件成立才行动,不做确定预测

强势强化

仓位 60%~80%

确认条件

  • 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

可参与

主线核心 · 首次分歧转一致 · 容量核心 · 前排补涨

回避

无量后排 · 高潮跟风 · 弱转弱高位股

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。

震荡轮动

仓位 30%~50%

确认条件

  • 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

可参与

前排核心低吸 · 有承接的轮动首板

回避

一致高潮追高 · 后排跟风

维持中低仓位,优先低吸和确认后的前排。

继续退潮

仓位 0%~30%

确认条件

  • 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

可参与

等待冰点或修复确认

回避

高位接力 · 弱主线后排 · 无承接反抽

降低交易频率,先防守后等待。

次日重点观察

按交易时段拆分验证

  • 龙头与高标竞价
  • 主线前排
  • 核心容量
  • 指数与成交预估
  • 主线是否扩散
  • 核心是否承接
  • 是否出现新题材抢资金
  • 炸板与回流
  • 尾盘抢跑
  • 容量股承接

Action Summary

极简决策摘要

今日市场中性
当前周期弱分歧
主线AI基础设施 / 液冷
次主线化工 / 新材料
当前资金数据不足
最大风险高位与主线负反馈是次日优先风险变量。
明日核心观察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。
建议仓位20%~40%

数据审计

版本、来源、缺失与降级

数据来源

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

缺失字段

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

未纳入评分

资金维度

降级数据源

引擎版本

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

龙虎榜 Skill

name:dragon-tiger-lab · version:1.0.0 · status:unavailable · analysis_time:未获取

数据口径

15:00 收盘 · 收盘/盘中标记保留

原始结构化数据
{
  "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,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "399001",
      "name": "深证成指",
      "close": 13611.55,
      "change_pct": -1.88,
      "open": 13732.18,
      "high": 13732.18,
      "low": 13549.77,
      "amplitude_pct": 1.33,
      "amount_yi": 9558.11,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "399006",
      "name": "创业板指",
      "close": 3312.24,
      "change_pct": -2.39,
      "open": 3347.6800000000003,
      "high": 3348.69,
      "low": 3296.48,
      "amplitude_pct": 1.56,
      "amount_yi": 4420.89,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "000688",
      "name": "科创50",
      "close": 1617.6,
      "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,
      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "000300",
      "name": "沪深300",
      "close": 4547.96,
      "change_pct": -1.38,
      "open": 4581.51,
      "high": 4583.27,
      "low": 4534.39,
      "amplitude_pct": 1.07,
      "amount_yi": 4746.8,
      "change_5d_pct": null,
      "ma20": null,
      "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,
      "ma20": null,
      "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
    }
  }
}

本报告基于公开市场数据进行自动化整理,仅用于市场复盘与研究,不构成任何投资建议。市场有风险,交易需独立判断。