震荡轮动
但容错率下降

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      "板块K线：东财push2his；部分源可能降级",
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          "机器视觉"
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        "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。",
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            "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"
      }
    ]
  }
}