退潮

{
  "meta": {
    "schema_version": "3.0",
    "trade_date": "2026-09-04",
    "market_data_as_of": "15:00 收盘",
    "generated_at": "2026-09-05 03:34 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": 3930.12,
      "change_pct": -0.3,
      "open": 3955.55,
      "high": 3980.2,
      "low": 3915.22,
      "amplitude_pct": 1.64,
      "amount_yi": 9382.55,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "399001",
      "name": "深证成指",
      "close": 13516.97,
      "change_pct": -0.79,
      "open": 13725.65,
      "high": 13798.36,
      "low": 13448.79,
      "amplitude_pct": 2.55,
      "amount_yi": 10924.13,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "399006",
      "name": "创业板指",
      "close": 3286.55,
      "change_pct": -0.78,
      "open": 3344.62,
      "high": 3370.47,
      "low": 3266.8,
      "amplitude_pct": 3.1,
      "amount_yi": 4998.09,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "000688",
      "name": "科创50",
      "close": 1577.36,
      "change_pct": -2.1,
      "open": 1627.95,
      "high": 1637.1,
      "low": 1566.87,
      "amplitude_pct": 4.31,
      "amount_yi": 741.9,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "000300",
      "name": "沪深300",
      "close": 4548.05,
      "change_pct": -0.1,
      "open": 4575.32,
      "high": 4602.2,
      "low": 4530.76,
      "amplitude_pct": 1.56,
      "amount_yi": 5175.09,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "000905",
      "name": "中证500",
      "close": 7652.69,
      "change_pct": -1.32,
      "open": 7806.61,
      "high": 7850.4,
      "low": 7610.58,
      "amplitude_pct": 3.07,
      "amount_yi": 3564.9,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    },
    {
      "code": "000852",
      "name": "中证1000",
      "close": 7508.09,
      "change_pct": -1.21,
      "open": 7655.97,
      "high": 7717.93,
      "low": 7464.98,
      "amplitude_pct": 3.3,
      "amount_yi": 4453.49,
      "change_5d_pct": null,
      "ma20": null,
      "as_of": "15:00 收盘"
    }
  ],
  "liquidity": {
    "sh_turnover_yi": 9382.55,
    "sz_turnover_yi": 10924.13,
    "total_turnover_yi": 20306.68,
    "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": "全市场涨跌家数未采集，未纳入评分"
  },
  "sentiment": {
    "score": 32,
    "cycle": "退潮",
    "earning_effect": "弱",
    "limit_up": 39,
    "first_board": 32,
    "ladder": {
      "5": 1,
      "2": 6,
      "1": 32
    },
    "max_height": 5,
    "broken": 48,
    "break_rate": 55.17,
    "seal_rate": 44.83,
    "limit_down": 9,
    "promotion_rate": null,
    "promotion_by_level": {},
    "yesterday_limit_avg": -0.57,
    "yesterday_limit_positive_rate": 34.09,
    "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": "大盘占优",
    "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": "大盘占优 · 低位首板占优"
  },
  "market_state": {
    "phase": "退潮",
    "cycle": "退潮",
    "sentiment_score": 32,
    "earning_effect": "弱",
    "risk": "高",
    "recommended_position": "20%～40%",
    "primary_theme": "AI基础设施 / 液冷",
    "secondary_theme": "机器人",
    "summary": "关键数据不足，等待更多事实验证。",
    "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": "次主线",
      "stage": "分歧",
      "strength_score": 85,
      "continuity_score": 94,
      "limit_up_count": 9,
      "max_board": 1,
      "active_days": 6,
      "five_day_counts": [
        {
          "date": "2026-08-28",
          "count": 14
        },
        {
          "date": "2026-08-31",
          "count": 23
        },
        {
          "date": "2026-09-01",
          "count": 2
        },
        {
          "date": "2026-09-02",
          "count": 9
        },
        {
          "date": "2026-09-03",
          "count": 12
        },
        {
          "date": "2026-09-04",
          "count": 2
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "603618",
          "name": "杭电股份",
          "board": 1,
          "reason": "半年报高增+光通信+铜箔扩产"
        },
        {
          "role": "容量核心",
          "code": "600869",
          "name": "远东股份",
          "board": 1,
          "reason": "算力AI订单+液冷散热+光纤互联"
        },
        {
          "role": "前排助攻",
          "code": "002536",
          "name": "飞龙股份",
          "board": 1,
          "reason": "液冷订单+服务器液冷+汽车热管理"
        }
      ],
      "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": "机器人",
      "status": "次主线",
      "stage": "分歧",
      "strength_score": 81,
      "continuity_score": 92,
      "limit_up_count": 8,
      "max_board": 1,
      "active_days": 6,
      "five_day_counts": [
        {
          "date": "2026-08-28",
          "count": 4
        },
        {
          "date": "2026-08-31",
          "count": 11
        },
        {
          "date": "2026-09-01",
          "count": 2
        },
        {
          "date": "2026-09-02",
          "count": 8
        },
        {
          "date": "2026-09-03",
          "count": 8
        },
        {
          "date": "2026-09-04",
          "count": 2
        }
      ],
      "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": "化工 / 新材料",
      "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": "2026-08-28",
          "count": 7
        },
        {
          "date": "2026-08-31",
          "count": 5
        },
        {
          "date": "2026-09-01",
          "count": 3
        },
        {
          "date": "2026-09-02",
          "count": 8
        },
        {
          "date": "2026-09-03",
          "count": 1
        },
        {
          "date": "2026-09-04",
          "count": 0
        }
      ],
      "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": "605006",
          "name": "山东玻纤",
          "board": 1,
          "reason": "玻纤纱+风电扩产+高端转型"
        },
        {
          "role": "前排助攻",
          "code": "002274",
          "name": "华昌化工",
          "board": 1,
          "reason": "控制权变更+多元醇+业绩增长"
        }
      ],
      "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": [],
      "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": "次主线",
      "stage": "分歧",
      "strength_score": 69,
      "continuity_score": 86,
      "limit_up_count": 5,
      "max_board": 1,
      "active_days": 6,
      "five_day_counts": [
        {
          "date": "2026-08-28",
          "count": 2
        },
        {
          "date": "2026-08-31",
          "count": 4
        },
        {
          "date": "2026-09-01",
          "count": 12
        },
        {
          "date": "2026-09-02",
          "count": 5
        },
        {
          "date": "2026-09-03",
          "count": 6
        },
        {
          "date": "2026-09-04",
          "count": 5
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "601566",
          "name": "九牧王",
          "board": 1,
          "reason": "男裤龙头+零售消费+太空裤"
        },
        {
          "role": "容量核心",
          "code": "002059",
          "name": "云南旅游",
          "board": 1,
          "reason": "景区运营+文旅科技+人形机器人"
        },
        {
          "role": "前排助攻",
          "code": "600828",
          "name": "茂业商业",
          "board": 1,
          "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": [],
      "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": 64,
      "limit_up_count": 6,
      "max_board": 1,
      "active_days": 4,
      "five_day_counts": [
        {
          "date": "2026-08-28",
          "count": 0
        },
        {
          "date": "2026-08-31",
          "count": 0
        },
        {
          "date": "2026-09-01",
          "count": 1
        },
        {
          "date": "2026-09-02",
          "count": 6
        },
        {
          "date": "2026-09-03",
          "count": 2
        },
        {
          "date": "2026-09-04",
          "count": 1
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "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": "容量核心",
          "code": "002297",
          "name": "博云新材",
          "board": 1,
          "reason": "军工+航天材料+硬质合金"
        },
        {
          "role": "前排助攻",
          "code": "600967",
          "name": "内蒙一机",
          "board": 1,
          "reason": "军工装备+军贸+铁路货车+兵装重组"
        }
      ],
      "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": 81,
      "continuity_score": 92,
      "limit_up_count": 8,
      "max_board": 1,
      "active_days": 6,
      "five_day_counts": [
        {
          "date": "2026-08-28",
          "count": 2
        },
        {
          "date": "2026-08-31",
          "count": 2
        },
        {
          "date": "2026-09-01",
          "count": 4
        },
        {
          "date": "2026-09-02",
          "count": 8
        },
        {
          "date": "2026-09-03",
          "count": 2
        },
        {
          "date": "2026-09-04",
          "count": 1
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "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": "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": [
        "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": "2026-08-28",
          "count": 2
        },
        {
          "date": "2026-08-31",
          "count": 1
        },
        {
          "date": "2026-09-01",
          "count": 1
        },
        {
          "date": "2026-09-02",
          "count": 4
        },
        {
          "date": "2026-09-03",
          "count": 1
        },
        {
          "date": "2026-09-04",
          "count": 0
        }
      ],
      "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": "文化传媒",
      "status": "轮动",
      "stage": "试强",
      "strength_score": 65,
      "continuity_score": 98,
      "limit_up_count": 3,
      "max_board": 5,
      "active_days": 6,
      "five_day_counts": [
        {
          "date": "2026-08-28",
          "count": 1
        },
        {
          "date": "2026-08-31",
          "count": 13
        },
        {
          "date": "2026-09-01",
          "count": 9
        },
        {
          "date": "2026-09-02",
          "count": 3
        },
        {
          "date": "2026-09-03",
          "count": 1
        },
        {
          "date": "2026-09-04",
          "count": 3
        }
      ],
      "leaders": [
        {
          "role": "高度核心",
          "code": "605577",
          "name": "龙版传媒",
          "board": 5,
          "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": 1,
          "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": 1,
          "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"
    },
    {
      "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": "2026-08-28",
          "count": 0
        },
        {
          "date": "2026-08-31",
          "count": 2
        },
        {
          "date": "2026-09-01",
          "count": 0
        },
        {
          "date": "2026-09-02",
          "count": 4
        },
        {
          "date": "2026-09-03",
          "count": 3
        },
        {
          "date": "2026-09-04",
          "count": 0
        }
      ],
      "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"
    }
  ],
  "leaders": [
    {
      "code": "605577",
      "name": "龙版传媒",
      "change_pct": 9.97,
      "board": 5,
      "themes": [
        "文化传媒"
      ],
      "industry": null,
      "first_seal": "93109",
      "last_seal": "93551",
      "breaks": 2,
      "turnover_pct": 7.27,
      "amount_yi": 4.95,
      "one_word": null
    },
    {
      "code": "603162",
      "name": "海通发展",
      "change_pct": 9.99,
      "board": 2,
      "themes": [],
      "industry": null,
      "first_seal": "93840",
      "last_seal": "104052",
      "breaks": 9,
      "turnover_pct": 19.81,
      "amount_yi": 11.97,
      "one_word": null
    },
    {
      "code": "600108",
      "name": "亚盛集团",
      "change_pct": 10.1,
      "board": 2,
      "themes": [],
      "industry": null,
      "first_seal": "93623",
      "last_seal": "93750",
      "breaks": 1,
      "turnover_pct": 11.69,
      "amount_yi": 9.44,
      "one_word": null
    },
    {
      "code": "600865",
      "name": "百大集团",
      "change_pct": 9.98,
      "board": 2,
      "themes": [],
      "industry": null,
      "first_seal": "135254",
      "last_seal": "140606",
      "breaks": 2,
      "turnover_pct": 15.3,
      "amount_yi": 6.02,
      "one_word": null
    },
    {
      "code": "002403",
      "name": "爱仕达",
      "change_pct": 10.05,
      "board": 2,
      "themes": [],
      "industry": null,
      "first_seal": "93133",
      "last_seal": "93133",
      "breaks": 0,
      "turnover_pct": 4.09,
      "amount_yi": 1.35,
      "one_word": null
    },
    {
      "code": "605398",
      "name": "新炬网络",
      "change_pct": 9.98,
      "board": 2,
      "themes": [],
      "industry": null,
      "first_seal": "92501",
      "last_seal": "92501",
      "breaks": 0,
      "turnover_pct": 2.52,
      "amount_yi": 1.09,
      "one_word": null
    },
    {
      "code": "605580",
      "name": "恒盛能源",
      "change_pct": 9.99,
      "board": 2,
      "themes": [],
      "industry": null,
      "first_seal": "92501",
      "last_seal": "92501",
      "breaks": 0,
      "turnover_pct": 1.29,
      "amount_yi": 0.81,
      "one_word": null
    },
    {
      "code": "000592",
      "name": "平潭发展",
      "change_pct": 9.99,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "104303",
      "last_seal": "132230",
      "breaks": 1,
      "turnover_pct": 17.8,
      "amount_yi": 24.72,
      "one_word": null
    },
    {
      "code": "000892",
      "name": "欢瑞世纪",
      "change_pct": 10.04,
      "board": 1,
      "themes": [
        "文化传媒"
      ],
      "industry": null,
      "first_seal": "95430",
      "last_seal": "144109",
      "breaks": 20,
      "turnover_pct": 43.85,
      "amount_yi": 16.6,
      "one_word": null
    },
    {
      "code": "000876",
      "name": "新 希 望",
      "change_pct": 10.0,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "130451",
      "last_seal": "145618",
      "breaks": 11,
      "turnover_pct": 4.02,
      "amount_yi": 13.6,
      "one_word": null
    },
    {
      "code": "600354",
      "name": "敦煌种业",
      "change_pct": 10.04,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "95108",
      "last_seal": "145105",
      "breaks": 19,
      "turnover_pct": 27.93,
      "amount_yi": 12.4,
      "one_word": null
    },
    {
      "code": "003040",
      "name": "楚天龙",
      "change_pct": 10.0,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "93000",
      "last_seal": "93000",
      "breaks": 0,
      "turnover_pct": 10.8,
      "amount_yi": 10.4,
      "one_word": null
    },
    {
      "code": "002124",
      "name": "天邦食品",
      "change_pct": 10.0,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "95448",
      "last_seal": "110515",
      "breaks": 1,
      "turnover_pct": 14.64,
      "amount_yi": 6.87,
      "one_word": null
    },
    {
      "code": "600059",
      "name": "古越龙山",
      "change_pct": 10.06,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "94710",
      "last_seal": "144322",
      "breaks": 22,
      "turnover_pct": 7.91,
      "amount_yi": 6.55,
      "one_word": null
    },
    {
      "code": "002827",
      "name": "高争民爆",
      "change_pct": 9.99,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "93039",
      "last_seal": "94315",
      "breaks": 3,
      "turnover_pct": 3.5,
      "amount_yi": 6.33,
      "one_word": null
    },
    {
      "code": "600698",
      "name": "湖南天雁",
      "change_pct": 10.01,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "95542",
      "last_seal": "144545",
      "breaks": 4,
      "turnover_pct": 9.44,
      "amount_yi": 6.09,
      "one_word": null
    },
    {
      "code": "600506",
      "name": "统一股份",
      "change_pct": 10.01,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "101922",
      "last_seal": "102849",
      "breaks": 2,
      "turnover_pct": 13.66,
      "amount_yi": 6.07,
      "one_word": null
    },
    {
      "code": "603696",
      "name": "安记食品",
      "change_pct": 10.04,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "104504",
      "last_seal": "144658",
      "breaks": 14,
      "turnover_pct": 14.22,
      "amount_yi": 4.96,
      "one_word": null
    },
    {
      "code": "000735",
      "name": "罗 牛 山",
      "change_pct": 10.05,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "111036",
      "last_seal": "111036",
      "breaks": 0,
      "turnover_pct": 6.91,
      "amount_yi": 4.72,
      "one_word": null
    },
    {
      "code": "603122",
      "name": "合富中国",
      "change_pct": 9.98,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "103632",
      "last_seal": "144805",
      "breaks": 2,
      "turnover_pct": 8.57,
      "amount_yi": 4.5,
      "one_word": null
    },
    {
      "code": "601579",
      "name": "会稽山",
      "change_pct": 10.01,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "93449",
      "last_seal": "94034",
      "breaks": 1,
      "turnover_pct": 3.52,
      "amount_yi": 3.99,
      "one_word": null
    },
    {
      "code": "603123",
      "name": "翠微股份",
      "change_pct": 10.04,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "93002",
      "last_seal": "93002",
      "breaks": 0,
      "turnover_pct": 4.87,
      "amount_yi": 3.55,
      "one_word": null
    },
    {
      "code": "002868",
      "name": "绿康生化",
      "change_pct": 10.01,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "105130",
      "last_seal": "143912",
      "breaks": 1,
      "turnover_pct": 12.93,
      "amount_yi": 3.46,
      "one_word": null
    },
    {
      "code": "600975",
      "name": "新五丰",
      "change_pct": 10.04,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "130013",
      "last_seal": "134855",
      "breaks": 23,
      "turnover_pct": 4.61,
      "amount_yi": 3.15,
      "one_word": null
    },
    {
      "code": "601949",
      "name": "中国出版",
      "change_pct": 10.0,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "94840",
      "last_seal": "94840",
      "breaks": 0,
      "turnover_pct": 2.81,
      "amount_yi": 3.06,
      "one_word": null
    },
    {
      "code": "000428",
      "name": "华天酒店",
      "change_pct": 10.09,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "95857",
      "last_seal": "95857",
      "breaks": 0,
      "turnover_pct": 6.09,
      "amount_yi": 2.8,
      "one_word": null
    },
    {
      "code": "002949",
      "name": "华阳国际",
      "change_pct": 10.01,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "130309",
      "last_seal": "145342",
      "breaks": 11,
      "turnover_pct": 12.15,
      "amount_yi": 2.52,
      "one_word": null
    },
    {
      "code": "001316",
      "name": "润贝航科",
      "change_pct": 9.99,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "112951",
      "last_seal": "130824",
      "breaks": 3,
      "turnover_pct": 5.24,
      "amount_yi": 2.29,
      "one_word": null
    },
    {
      "code": "000798",
      "name": "中水渔业",
      "change_pct": 9.98,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "94830",
      "last_seal": "94830",
      "breaks": 0,
      "turnover_pct": 5.9,
      "amount_yi": 2.14,
      "one_word": null
    },
    {
      "code": "001366",
      "name": "播恩集团",
      "change_pct": 10.04,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "94448",
      "last_seal": "94448",
      "breaks": 0,
      "turnover_pct": 9.39,
      "amount_yi": 2.07,
      "one_word": null
    },
    {
      "code": "002862",
      "name": "实丰文化",
      "change_pct": 10.01,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "131521",
      "last_seal": "131521",
      "breaks": 0,
      "turnover_pct": 9.27,
      "amount_yi": 1.85,
      "one_word": null
    },
    {
      "code": "001222",
      "name": "源飞宠物",
      "change_pct": 9.97,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "135042",
      "last_seal": "135042",
      "breaks": 0,
      "turnover_pct": 10.24,
      "amount_yi": 1.81,
      "one_word": null
    },
    {
      "code": "002702",
      "name": "海欣食品",
      "change_pct": 10.0,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "104227",
      "last_seal": "104227",
      "breaks": 0,
      "turnover_pct": 6.23,
      "amount_yi": 1.54,
      "one_word": null
    },
    {
      "code": "603390",
      "name": "通达电气",
      "change_pct": 10.0,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "93818",
      "last_seal": "93909",
      "breaks": 1,
      "turnover_pct": 3.88,
      "amount_yi": 1.49,
      "one_word": null
    },
    {
      "code": "600802",
      "name": "福建水泥",
      "change_pct": 9.92,
      "board": 1,
      "themes": [],
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      "first_seal": "103308",
      "last_seal": "103308",
      "breaks": 0,
      "turnover_pct": 5.37,
      "amount_yi": 1.26,
      "one_word": null
    },
    {
      "code": "920075",
      "name": "柏星龙",
      "change_pct": 30.0,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "95711",
      "last_seal": "95711",
      "breaks": 0,
      "turnover_pct": 17.24,
      "amount_yi": 1.22,
      "one_word": null
    },
    {
      "code": "000702",
      "name": "正虹科技",
      "change_pct": 10.02,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "111833",
      "last_seal": "111833",
      "breaks": 0,
      "turnover_pct": 5.23,
      "amount_yi": 1.11,
      "one_word": null
    },
    {
      "code": "603151",
      "name": "邦基科技",
      "change_pct": 10.01,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "101605",
      "last_seal": "101605",
      "breaks": 0,
      "turnover_pct": 3.36,
      "amount_yi": 1.01,
      "one_word": null
    },
    {
      "code": "002564",
      "name": "天沃科技",
      "change_pct": 10.04,
      "board": 1,
      "themes": [],
      "industry": null,
      "first_seal": "95012",
      "last_seal": "95012",
      "breaks": 0,
      "turnover_pct": 1.9,
      "amount_yi": 0.78,
      "one_word": null
    }
  ],
  "industries": [
    {
      "name": "生猪养殖",
      "change_pct": null,
      "limit_up": 4,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "天邦食品",
        "罗 牛 山",
        "新五丰"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "数字人民币",
      "change_pct": null,
      "limit_up": 2,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "楚天龙",
        "翠微股份"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "高端黄酒",
      "change_pct": null,
      "limit_up": 2,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "古越龙山",
        "会稽山"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "AI漫剧",
      "change_pct": null,
      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "龙版传媒"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "干散货航运",
      "change_pct": null,
      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "海通发展"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "玉米制种",
      "change_pct": null,
      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "亚盛集团"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "商业零售",
      "change_pct": null,
      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "百大集团"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "人形机器人",
      "change_pct": null,
      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
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        "新 希 望"
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      "leaders": [
        "中国出版"
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      "leaders": [
        "华天酒店"
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      "name": "AI设计",
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        "华阳国际"
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      "name": "航材分销",
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      "leaders": [
        "润贝航科"
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    {
      "name": "远洋渔业",
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      "limit_down": 0,
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      "leaders": [
        "中水渔业"
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      "turnover_yi": null,
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      "name": "饲料主业",
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      "leaders": [
        "播恩集团"
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      "name": "AI玩具",
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      "leaders": [
        "实丰文化"
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      "name": "宠物食品",
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      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "源飞宠物"
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      "turnover_yi": null,
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    {
      "name": "速冻食品",
      "change_pct": null,
      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "海欣食品"
      ],
      "turnover_yi": null,
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    {
      "name": "智慧交通",
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      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "通达电气"
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      "turnover_yi": null,
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    {
      "name": "水泥熟料",
      "change_pct": null,
      "limit_up": 1,
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      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "福建水泥"
      ],
      "turnover_yi": null,
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    {
      "name": "其他",
      "change_pct": null,
      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "柏星龙"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "猪饲料",
      "change_pct": null,
      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "邦基科技"
      ],
      "turnover_yi": null,
      "main_net_yi": null
    },
    {
      "name": "光热风电",
      "change_pct": null,
      "limit_up": 1,
      "broken": 0,
      "limit_down": 0,
      "max_board": null,
      "leaders": [
        "天沃科技"
      ],
      "turnover_yi": null,
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  ],
  "sector_strength": [],
  "capital_flow": {
    "status": "数据不足",
    "total_turnover_yi": null,
    "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": "600108",
        "name": "亚盛集团",
        "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",
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        "net_buy_yi": 1.2234,
        "buy_yi": 2.6365,
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      },
      {
        "code": "003040",
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      },
      {
        "code": "000977",
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        "reason": "日跌幅偏离值达到7%的前5只证券",
        "close": 77.72,
        "change_pct": -9.99,
        "net_buy_yi": -4.8404,
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          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
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      },
      {
        "code": "000592",
        "name": "平潭发展",
        "reason": "日涨幅偏离值达到7%的前5只证券",
        "close": 7.49,
        "change_pct": 9.99,
        "net_buy_yi": 4.8387,
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      },
      {
        "code": "603256",
        "name": "宏和科技",
        "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": 120.69,
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          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
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      },
      {
        "code": "600354",
        "name": "敦煌种业",
        "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": 8.66,
        "change_pct": 10.04,
        "net_buy_yi": 1.6697,
        "buy_yi": 2.2059,
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        "turnover_pct": 27.93,
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        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "603123",
        "name": "翠微股份",
        "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": 11.18,
        "change_pct": 10.04,
        "net_buy_yi": 1.0661,
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        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "002909",
        "name": "集泰股份",
        "reason": "日振幅值达到15%的前5只证券",
        "close": 7.21,
        "change_pct": -9.99,
        "net_buy_yi": -1.0634,
        "buy_yi": 0.5961,
        "sell_yi": 1.6595,
        "turnover_pct": 37.84,
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        "sell_top5": null,
        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
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      },
      {
        "code": "600121",
        "name": "郑州煤电",
        "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": 5.12,
        "change_pct": -10.02,
        "net_buy_yi": -1.0564,
        "buy_yi": 0.4492,
        "sell_yi": 1.5056,
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        "buy_top5": null,
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        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
        ]
      },
      {
        "code": "002403",
        "name": "爱仕达",
        "reason": "连续三个交易日内，涨幅偏离值累计达到20%的证券",
        "close": 11.28,
        "change_pct": 10.05,
        "net_buy_yi": 0.54,
        "buy_yi": 0.8094,
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        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
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      },
      {
        "code": "605580",
        "name": "恒盛能源",
        "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": 22.47,
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        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
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      },
      {
        "code": "603162",
        "name": "海通发展",
        "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",
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        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
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      },
      {
        "code": "605398",
        "name": "新炬网络",
        "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": 26.66,
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        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
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      },
      {
        "code": "600865",
        "name": "百大集团",
        "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": 11.35,
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        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
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      },
      {
        "code": "000892",
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        "close": 5.59,
        "change_pct": 10.04,
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        "provenance": [
          "a-stock-data.daily_dragon_tiger / 东方财富datacenter日榜汇总"
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    ],
    "skill_name": "dragon-tiger-lab",
    "skill_version": "1.0.0",
    "skill_status": "available",
    "model_analysis": [
      {
        "stock_code": "000592",
        "stock_name": "平潭发展",
        "trade_date": "2026-09-04",
        "model_name": "dragon-tiger-lab",
        "model_status": "有效",
        "data_status": "真实数据",
        "sentiment_phase": "修复",
        "sentiment_score": 37.6,
        "top_buy_seats": [
          "深股通专用",
          "国泰海通证券股份有限公司武汉紫阳东路证券营业部",
          "开源证券股份有限公司西安西大街证券营业部",
          "国泰海通证券股份有限公司成都北一环路证券营业部",
          "机构专用"
        ],
        "top_sell_seats": [
          "深股通专用",
          "西南证券股份有限公司深圳中心五路证券营业部",
          "中国国际金融股份有限公司上海分公司",
          "机构专用",
          "国信证券股份有限公司浙江互联网分公司"
        ],
        "net_buy_ratio": 0.5198,
        "next_day_up_probability": 0.7219681939354249,
        "train_samples": 58,
        "sample_sufficient": true,
        "probability_label": "模型估计，非保证；有效样本 58 条，门槛 30 条",
        "expected_open_gap": "-0.3%",
        "next_day_risk": "本报告基于历史统计与模型预测，不构成投资建议。A股T+1制度下，当日买入次日才能卖出，请严格控制仓位。",
        "summary": "集合竞价若高开≤3%可轻仓介入；若高开>5%放弃；日内冲高5%以上分批止盈，跌破-3%止损。（模型规则，非投资建议）",
        "evidence": [
          "Skill结构化输出已接入；席位画像和概率均为模型层，不作为龙虎榜事实。",
          "概率仅在Skill透出样本数且≥30条时展示。"
        ]
      },
      {
        "stock_code": "000977",
        "stock_name": "浪潮信息",
        "trade_date": "2026-09-04",
        "model_name": "dragon-tiger-lab",
        "model_status": "有效",
        "data_status": "真实数据",
        "sentiment_phase": "修复",
        "sentiment_score": 37.6,
        "top_buy_seats": [
          "深股通专用",
          "机构专用",
          "中信证券股份有限公司深圳分公司",
          "机构专用",
          "机构专用"
        ],
        "top_sell_seats": [
          "深股通专用",
          "机构专用",
          "机构专用",
          "机构专用",
          "机构专用"
        ],
        "net_buy_ratio": -0.124,
        "next_day_up_probability": 0.3813905225009183,
        "train_samples": 58,
        "sample_sufficient": true,
        "probability_label": "模型估计，非保证；有效样本 58 条，门槛 30 条",
        "expected_open_gap": "-0.3%",
        "next_day_risk": "本报告基于历史统计与模型预测，不构成投资建议。A股T+1制度下，当日买入次日才能卖出，请严格控制仓位。",
        "summary": "样本不足，未形成模型结论",
        "evidence": [
          "Skill结构化输出已接入；席位画像和概率均为模型层，不作为龙虎榜事实。",
          "概率仅在Skill透出样本数且≥30条时展示。"
        ]
      },
      {
        "stock_code": "003040",
        "stock_name": "楚天龙",
        "trade_date": "2026-09-04",
        "model_name": "dragon-tiger-lab",
        "model_status": "有效",
        "data_status": "真实数据",
        "sentiment_phase": "修复",
        "sentiment_score": 37.6,
        "top_buy_seats": [
          "广发证券股份有限公司深圳后海证券营业部",
          "甬兴证券有限公司宁波和源路证券营业部",
          "深股通专用",
          "开源证券股份有限公司西安西大街证券营业部",
          "甬兴证券有限公司台州分公司"
        ],
        "top_sell_seats": [
          "中国中金财富证券有限公司广州天河路证券营业部",
          "国信证券股份有限公司浙江互联网分公司",
          "中信建投证券股份有限公司南昌桃苑大街证券营业部",
          "平安证券股份有限公司深圳香蜜湖证券营业部",
          "中信建投证券股份有限公司青岛分公司"
        ],
        "net_buy_ratio": 0.7977,
        "next_day_up_probability": 0.8284583857073308,
        "train_samples": 58,
        "sample_sufficient": true,
        "probability_label": "模型估计，非保证；有效样本 58 条，门槛 30 条",
        "expected_open_gap": "-0.3%",
        "next_day_risk": "本报告基于历史统计与模型预测，不构成投资建议。A股T+1制度下，当日买入次日才能卖出，请严格控制仓位。",
        "summary": "集合竞价若高开≤3%可轻仓介入；若高开>5%放弃；日内冲高5%以上分批止盈，跌破-3%止损。（模型规则，非投资建议）",
        "evidence": [
          "Skill结构化输出已接入；席位画像和概率均为模型层，不作为龙虎榜事实。",
          "概率仅在Skill透出样本数且≥30条时展示。"
        ]
      },
      {
        "stock_code": "600108",
        "stock_name": "亚盛集团",
        "trade_date": "2026-09-04",
        "model_name": "dragon-tiger-lab",
        "model_status": "有效",
        "data_status": "真实数据",
        "sentiment_phase": "修复",
        "sentiment_score": 37.6,
        "top_buy_seats": [
          "华鑫证券有限责任公司绍兴胜利东路证券营业部",
          "国泰海通证券股份有限公司成都北一环路证券营业部",
          "沪股通专用",
          "华泰证券股份有限公司总部",
          "华鑫证券有限责任公司上海徐汇区瑞平路证券营业部"
        ],
        "top_sell_seats": [
          "国泰海通证券股份有限公司上海松江区中山东路证券营业部",
          "中信证券股份有限公司东阳吴宁西路证券营业部",
          "开源证券股份有限公司西安西大街证券营业部",
          "国泰海通证券股份有限公司南京太平南路证券营业部",
          "第一创业证券股份有限公司合肥分公司"
        ],
        "net_buy_ratio": -0.0198,
        "next_day_up_probability": 0.43762528684933155,
        "train_samples": 58,
        "sample_sufficient": true,
        "probability_label": "模型估计，非保证；有效样本 58 条，门槛 30 条",
        "expected_open_gap": "-0.3%",
        "next_day_risk": "本报告基于历史统计与模型预测，不构成投资建议。A股T+1制度下，当日买入次日才能卖出，请严格控制仓位。",
        "summary": "样本不足，未形成模型结论",
        "evidence": [
          "Skill结构化输出已接入；席位画像和概率均为模型层，不作为龙虎榜事实。",
          "概率仅在Skill透出样本数且≥30条时展示。"
        ]
      },
      {
        "stock_code": "603123",
        "stock_name": "翠微股份",
        "trade_date": "2026-09-04",
        "model_name": "dragon-tiger-lab",
        "model_status": "有效",
        "data_status": "真实数据",
        "sentiment_phase": "修复",
        "sentiment_score": 37.6,
        "top_buy_seats": [
          "华鑫证券有限责任公司上海陆家嘴证券营业部",
          "华源证券股份有限公司江苏分公司",
          "东方证券股份有限公司东方资财",
          "国泰海通证券股份有限公司南京太平南路证券营业部",
          "国泰海通证券股份有限公司广州珠江新城证券营业部"
        ],
        "top_sell_seats": [
          "长江证券股份有限公司上海安远路证券营业部",
          "沪股通专用",
          "东方财富证券股份有限公司拉萨东环路第一证券营业部",
          "东方财富证券股份有限公司拉萨团结路第一证券营业部",
          "华泰证券股份有限公司总部"
        ],
        "net_buy_ratio": 0.7026,
        "next_day_up_probability": 0.7961740868114865,
        "train_samples": 58,
        "sample_sufficient": true,
        "probability_label": "模型估计，非保证；有效样本 58 条，门槛 30 条",
        "expected_open_gap": "-0.3%",
        "next_day_risk": "本报告基于历史统计与模型预测，不构成投资建议。A股T+1制度下，当日买入次日才能卖出，请严格控制仓位。",
        "summary": "集合竞价若高开≤3%可轻仓介入；若高开>5%放弃；日内冲高5%以上分批止盈，跌破-3%止损。（模型规则，非投资建议）",
        "evidence": [
          "Skill结构化输出已接入；席位画像和概率均为模型层，不作为龙虎榜事实。",
          "概率仅在Skill透出样本数且≥30条时展示。"
        ]
      },
      {
        "stock_code": "603256",
        "stock_name": "宏和科技",
        "trade_date": "2026-09-04",
        "model_name": "dragon-tiger-lab",
        "model_status": "有效",
        "data_status": "真实数据",
        "sentiment_phase": "修复",
        "sentiment_score": 37.6,
        "top_buy_seats": [
          "沪股通专用",
          "国泰海通证券股份有限公司总部",
          "瑞银证券有限责任公司上海花园石桥路证券营业部",
          "中国国际金融股份有限公司上海分公司",
          "摩根大通证券(中国)有限公司上海银城中路证券营业部"
        ],
        "top_sell_seats": [
          "中信证券股份有限公司南京云锦路证券营业部",
          "国投证券股份有限公司厦门湖滨东路证券营业部",
          "机构专用",
          "瑞银证券有限责任公司上海花园石桥路证券营业部",
          "机构专用"
        ],
        "net_buy_ratio": -0.2847,
        "next_day_up_probability": 0.3010105922061386,
        "train_samples": 58,
        "sample_sufficient": true,
        "probability_label": "模型估计，非保证；有效样本 58 条，门槛 30 条",
        "expected_open_gap": "-0.3%",
        "next_day_risk": "本报告基于历史统计与模型预测，不构成投资建议。A股T+1制度下，当日买入次日才能卖出，请严格控制仓位。",
        "summary": "样本不足，未形成模型结论",
        "evidence": [
          "Skill结构化输出已接入；席位画像和概率均为模型层，不作为龙虎榜事实。",
          "概率仅在Skill透出样本数且≥30条时展示。"
        ]
      }
    ],
    "analysis_time": "本地Skill分析",
    "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": "高",
    "limit_down_count": 9,
    "break_rate": 55.17,
    "high_level_negative_count": null,
    "declining_themes": [],
    "negative_examples": [
      {
        "type": "跌停",
        "code": "002909",
        "name": "集泰股份",
        "change_pct": -9.99,
        "industry": null
      },
      {
        "type": "跌停",
        "code": "003032",
        "name": "传智教育",
        "change_pct": -10.0,
        "industry": null
      },
      {
        "type": "跌停",
        "code": "605068",
        "name": "明新旭腾",
        "change_pct": -10.0,
        "industry": null
      },
      {
        "type": "跌停",
        "code": "603256",
        "name": "宏和科技",
        "change_pct": -10.0,
        "industry": null
      },
      {
        "type": "跌停",
        "code": "003005",
        "name": "竞业达",
        "change_pct": -9.99,
        "industry": null
      },
      {
        "type": "跌停",
        "code": "600892",
        "name": "大晟文化",
        "change_pct": -9.91,
        "industry": null
      },
      {
        "type": "跌停",
        "code": "000977",
        "name": "浪潮信息",
        "change_pct": -9.99,
        "industry": null
      },
      {
        "type": "跌停",
        "code": "000017",
        "name": "深中华A",
        "change_pct": -10.02,
        "industry": null
      },
      {
        "type": "炸板",
        "code": "000560",
        "name": "我爱我家",
        "change_pct": 10.14,
        "industry": null
      },
      {
        "type": "炸板",
        "code": "002354",
        "name": "天娱数科",
        "change_pct": 8.75,
        "industry": null
      },
      {
        "type": "炸板",
        "code": "603991",
        "name": "领先股份",
        "change_pct": 8.32,
        "industry": null
      },
      {
        "type": "炸板",
        "code": "002472",
        "name": "双环传动",
        "change_pct": 7.43,
        "industry": null
      },
      {
        "type": "炸板",
        "code": "300468",
        "name": "四方精创",
        "change_pct": 14.58,
        "industry": null
      }
    ],
    "divergences": [],
    "summary": "高位与主线负反馈是次日优先风险变量。"
  },
  "bull_bear_validation": {
    "bullish": [
      "AI基础设施 / 液冷保持题材结构领先"
    ],
    "bearish": [
      "昨日涨停平均收益-0.57%，接力反馈偏弱",
      "炸板率55.2%，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": "空头证据略占优，维持条件式交易。"
  },
  "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": [
      "指数行情：腾讯qt.gtimg（2026-09-04收盘）",
      "涨跌停/炸板/昨日涨停：东财push2ex",
      "涨停题材归因：同花顺涨停原因（近6个交易日）",
      "龙虎榜事实：东财datacenter日榜汇总",
      "两市成交额采用上证与深证指数显示成交额相加",
      "市场广度、板块资金历史、收盘后催化未采集，页面明确降级"
    ],
    "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": "available",
      "analysis_time": "本地Skill分析"
    }
  }
}