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stock_fundamentals
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liao 2025-08-08 16:56:02 +08:00
parent cce06d8710
commit c4c4e8622f
9 changed files with 2408 additions and 41 deletions
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51
src/app.py
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@ -2999,7 +2999,7 @@ def run_batch_stock_price_collection():
@app.route('/scheduler/batch_hk_stock_price/collection', methods=['GET'])
def run_batch_hk_stock_price_collection():
"""批量采集A股行情并保存到数据库"""
"""批量采集港股行情并保存到数据库"""
try:
fetch_and_store_hk_stock_data()
return jsonify({"status": "success", "message": "批量采集A股行情并保存到数据库成功"})
@ -3039,24 +3039,39 @@ def get_portfolio_industry_allocation():
def get_notice_list():
"""获取重要提醒列表"""
try:
# 模拟数据 - 实际项目中应该从数据库或外部API获取
mock_notices = [
"上证指数突破3200点，市场情绪回暖",
"北向资金今日净流入85.6亿元",
"科技板块PE估值处于历史低位",
"新能源概念股集体上涨，涨幅超3%",
"医药板块回调，建议关注低吸机会",
"融资融券余额连续三日增长",
"消费板块资金流入明显",
"市场恐贪指数回升至65",
"机器人概念板块技术面突破",
"先进封装概念获政策支持"
]
# 导入提醒服务
from src.valuation_analysis.notice_service import NoticeService
return jsonify({
"status": "success",
"data": mock_notices
})
# 创建提醒服务实例
notice_service = NoticeService()
# 获取动态提醒数据
result = notice_service.get_dynamic_notices()
if result.get("success"):
return jsonify({
"status": "success",
"data": result["data"]
})
else:
# 如果动态提醒失败，返回默认提醒
logger.warning(f"动态提醒获取失败: {result.get('message')}，使用默认提醒")
default_notices = [
"📈 上证指数突破3200点，市场情绪回暖",
"💰 北向资金今日净流入85.6亿元",
"📊 科技板块PE估值处于历史低位",
"🔥 新能源概念股集体上涨，涨幅超3%",
"⚠️ 医药板块回调，建议关注低吸机会",
"📈 融资融券余额连续三日增长",
"💰 消费板块资金流入明显",
"📊 市场恐贪指数回升至65",
"🤖 机器人概念板块技术面突破",
"📦 先进封装概念获政策支持"
]
return jsonify({
"status": "success",
"data": default_notices
})
except Exception as e:
logger.error(f"获取提醒列表失败: {str(e)}")
return jsonify({'status': 'error', 'message': str(e)})

2
src/fundamentals_llm/fundamental_analysis.py
View File

@ -99,7 +99,7 @@ class FundamentalAnalyzer:
self.chat_bot = ChatBot(model_type="online_bot")
# 使用离线模型进行其他分析
self.offline_bot = OfflineChatBot(platform="volc", model_type="offline_model")
# 千问打杂
# GLM打杂
# self.offline_bot_tl_qw = OfflineChatBot(platform="tl_qw_private", model_type="qwq")
self.offline_bot_tl_qw = OfflineChatBot(platform="tl_qw_private", model_type="GLM")

2
src/scripts/config.py
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1195
src/static/js/bigscreen_v2.js Normal file
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File diff suppressed because it is too large Load Diff

17
src/templates/bigscreen.html
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@ -216,22 +216,5 @@
<script src="/static/js/echarts.min.js"></script>
<script src="/static/js/jquery.min.js"></script>
<script src="/static/js/bigscreen.js"></script>
<script>
// document.getElementById('fullscreen-btn').onclick = function() {
// function launchFullScreen(element) {
// if(element.requestFullscreen) {
// element.requestFullscreen();
// } else if(element.mozRequestFullScreen) {
// element.mozRequestFullScreen();
// } else if(element.webkitRequestFullscreen) {
// element.webkitRequestFullscreen();
// } else if(element.msRequestFullscreen) {
// element.msRequestFullscreen();
// }
// }
// launchFullScreen(document.documentElement);
// this.style.display = 'none'; // 全屏后隐藏按钮
// };
</script>
</body>
</html>

781
src/templates/bigscreen_v2.html Normal file
View File

@ -0,0 +1,781 @@
<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="UTF-8">
<title>资金与行业估值大屏</title>
<meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, user-scalable=no">
<link rel="stylesheet" href="/static/css/bootstrap.min.css">
<style>
html, body {
height: 100%;
padding-left: 5px;
padding-right: 5px;
padding-top: 5px;
}
body {
background: #f7f7fa;
color: #222;
min-height: 100vh;
}
.container-fluid {
min-height: 100vh;
padding: 0;
}
.row.d-flex {
height: 28vh;
margin-left: 0;
margin-right: 0;
}
.row.d-flex2 {
height: 69vh;
margin-left: 0;
margin-right: 0;
}
.col-3.d-flex {
padding-left: 2px;
padding-right: 2px;
border: 1.5px solid #c7c6c6;
border-radius: 8px;
box-sizing: border-box;
}
.chart-box {
background: #fff;
border-radius: 8px;
padding: 4px 4px 2px 4px;
box-shadow: 0 2px 8px #e0e0e0;
height: 100%;
display: flex;
flex-direction: column;
justify-content: flex-start;
}
.tight-box {
margin: 0;
padding: 2px 2px 1px 2px;
}
.chart-title {
font-size: 0.95rem;
color: #333;
margin-bottom: 2px;
text-align: center;
}
.small-title {
font-size: 0.85rem;
margin-bottom: 2px;
margin-top: 2px;
text-align: center;
color: #666;
}
.chart-container {
width: 100%;
flex: 1 1 0;
min-height: 0;
background: #f9f9fb;
}
/* 点击后的左侧容器样式 */
.col-3.d-flex .chart-box.tight-box {
height: 100%;
}
.col-3.d-flex .chart-container {
height: 45%;
min-height: 200px;
}
.holdings-container {
width: 100%;
height: 75px;
background: #f9f9fb;
padding: 4px;
overflow-y: auto;
font-size: 11px;
line-height: 1.3;
}
.holding-item {
display: flex;
justify-content: space-between;
align-items: center;
padding: 3px 4px;
margin-bottom: 2px;
background: #fff;
border-radius: 3px;
border-left: 3px solid #5470c6;
}
.holding-name {
font-weight: bold;
color: #333;
flex: 1;
overflow: hidden;
text-overflow: ellipsis;
white-space: nowrap;
font-size: 11px;
}
.holding-amount {
color: #666;
font-size: 10px;
margin-left: 4px;
}
.notice-container {
width: 100%;
flex: 1 1 0;
min-height: 0;
background: #f9f9fb;
overflow-y: auto; /* 改为垂直滚动 */
position: relative;
scrollbar-width: thin; /* Firefox */
scrollbar-color: #c1c1c1 #f1f1f1; /* Firefox */
}
/* Webkit浏览器的滚动条样式 */
.notice-container::-webkit-scrollbar {
width: 6px;
}
.notice-container::-webkit-scrollbar-track {
background: #f1f1f1;
border-radius: 3px;
}
.notice-container::-webkit-scrollbar-thumb {
background: #c1c1c1;
border-radius: 3px;
}
.notice-container::-webkit-scrollbar-thumb:hover {
background: #a8a8a8;
}
.notice-content {
padding: 10px;
/* 移除自动滚动动画 */
}
.notice-item {
padding: 8px 0;
border-bottom: 1px solid #eee;
font-size: 12px;
color: #333;
line-height: 1.4;
}
.notice-item:last-child {
border-bottom: none;
}
/* 移除自动滚动动画 */
/* @keyframes scrollNotice {
0% {
transform: translateY(0);
}
100% {
transform: translateY(-100%);
}
} */
/* 弹窗样式 */
.modal-overlay {
position: fixed;
top: 0;
left: 0;
width: 100%;
height: 100%;
background-color: rgba(0, 0, 0, 0.7);
z-index: 1000;
display: flex;
justify-content: center;
align-items: center;
}
.modal-content {
background: white;
border-radius: 8px;
width: 80%;
max-width: 800px;
max-height: 80%;
display: flex;
flex-direction: column;
box-shadow: 0 4px 20px rgba(0, 0, 0, 0.3);
}
.modal-header {
display: flex;
justify-content: space-between;
align-items: center;
padding: 20px;
border-bottom: 1px solid #eee;
}
.modal-header h3 {
margin: 0;
color: #333;
font-size: 18px;
}
.modal-close {
background: none;
border: none;
font-size: 24px;
cursor: pointer;
color: #666;
padding: 0;
width: 30px;
height: 30px;
display: flex;
align-items: center;
justify-content: center;
}
.modal-close:hover {
color: #333;
}
.modal-body {
flex: 1;
overflow: hidden;
padding: 0;
}
.modal-notice-content {
height: 100%;
overflow-y: auto;
padding: 20px;
}
.modal-notice-item {
padding: 12px 0;
border-bottom: 1px solid #f0f0f0;
font-size: 14px;
line-height: 1.6;
color: #333;
}
.modal-notice-item:last-child {
border-bottom: none;
}
.modal-holdings-content {
height: 100%;
overflow-y: auto;
padding: 20px;
max-height: 70vh;
}
.holdings-table {
width: 100%;
border-collapse: collapse;
font-size: 14px;
}
.holdings-table th,
.holdings-table td {
padding: 8px 12px;
text-align: left;
border-bottom: 1px solid #eee;
}
.holdings-table th {
background-color: #f8f9fa;
font-weight: bold;
color: #333;
position: sticky;
top: 0;
z-index: 10;
}
.holdings-table tr:hover {
background-color: #f5f5f5;
}
.stock-row {
cursor: pointer;
background-color: #f8f9fa;
}
.stock-row:hover {
background-color: #e9ecef !important;
}
.detail-row {
background-color: #fafafa;
display: none;
}
.detail-row.show {
display: table-row;
}
.detail-content {
padding: 10px;
background-color: #fff;
border-left: 3px solid #5470c6;
margin: 5px 0;
}
.expand-icon {
margin-right: 5px;
transition: transform 0.3s;
}
.expand-icon.expanded {
transform: rotate(90deg);
}
.holdings-summary {
margin-bottom: 20px;
padding: 15px;
background-color: #f8f9fa;
border-radius: 5px;
border-left: 4px solid #5470c6;
}
.holdings-summary h4 {
margin: 0 0 10px 0;
color: #333;
}
.holdings-summary p {
margin: 5px 0;
color: #666;
}
/* 平板响应式 */
@media (max-width: 1200px) {
.row.d-flex { height: auto; }
.chart-box { height: auto; min-height: 180px; }
}
/* 移动端响应式 */
@media (max-width: 768px) {
html, body {
padding: 2px;
}
.container-fluid {
padding: 0;
}
.row.d-flex, .row.d-flex2 {
flex-direction: column !important;
height: auto !important;
margin: 0;
}
.col-3.d-flex {
width: 100% !important;
max-width: 100% !important;
min-width: 0 !important;
margin-bottom: 8px;
padding: 1px 0;
}
.chart-box, .tight-box {
min-height: 200px;
height: auto !important;
padding: 2px;
}
.chart-title {
font-size: 0.9rem;
margin-bottom: 1px;
}
.small-title {
font-size: 0.8rem;
margin-bottom: 1px;
margin-top: 1px;
}
.chart-container {
min-height: 180px;
}
/* 调整概念卡片的布局 */
.tight-box .chart-container {
min-height: 150px;
min-width: 0;
width: 100%;
box-sizing: border-box;
}
/* 优化图表间距 */
.tight-box .chart-title {
padding: 1px 0;
}
}
/* 小屏手机响应式 */
@media (max-width: 480px) {
.chart-box, .tight-box {
min-height: 180px;
}
.chart-container {
min-height: 160px;
}
.tight-box .chart-container {
min-height: 130px;
}
.chart-title {
font-size: 0.85rem;
}
.small-title {
font-size: 0.75rem;
}
}
/* 标的详情容器样式 */
.stock-detail-container {
height: 100%;
overflow-y: auto;
padding: 8px;
background: #f9f9fb;
border-radius: 5px;
}
/* 合并后的标的详情容器样式 */
.stock-detail-container-merged {
height: 600px;
overflow-y: auto;
padding: 15px;
background: #f9f9fb;
border-radius: 5px;
}
.stock-details-list {
display: flex;
flex-direction: column;
gap: 10px;
}
.stock-detail-container-merged .stock-details-list {
display: flex;
flex-direction: column;
gap: 15px;
}
.stock-detail-item {
background: #fff;
border-radius: 6px;
padding: 12px;
box-shadow: 0 1px 4px rgba(0,0,0,0.1);
border-left: 3px solid #5470c6;
margin-bottom: 10px;
}
.stock-detail-item h4 {
margin: 0 0 10px 0;
color: #333;
font-size: 14px;
font-weight: bold;
border-bottom: 1px solid #f0f0f0;
padding-bottom: 5px;
}
.stock-detail-container-merged .stock-detail-item h4 {
font-size: 16px;
margin-bottom: 15px;
padding-bottom: 8px;
color: #2c3e50;
border-bottom: 2px solid #3498db;
}
/* 新增：持仓和因子的左右布局容器 */
.factor-holding-row {
display: flex;
gap: 15px;
margin-bottom: 10px;
}
.holding-section, .factor-section {
flex: 1;
min-width: 0; /* 防止内容溢出 */
}
.correction-section {
margin-bottom: 10px;
}
.correction-section:last-child {
margin-bottom: 0;
}
/* 标题样式 */
.factor-section h5, .holding-section h5, .correction-section h5 {
margin: 0 0 5px 0;
color: #555;
font-size: 12px;
font-weight: bold;
background: #f8f9fa;
padding: 3px 6px;
border-radius: 3px;
border-left: 2px solid #007bff;
}
.stock-detail-container-merged .factor-section h5,
.stock-detail-container-merged .holding-section h5,
.stock-detail-container-merged .correction-section h5 {
font-size: 14px;
padding: 6px 10px;
margin-bottom: 10px;
background: #ecf0f1;
border-radius: 4px;
}
/* 保留原有的detail-section样式用于其他地方 */
.detail-section {
margin-bottom: 10px;
}
.detail-section:last-child {
margin-bottom: 0;
}
.detail-section h5 {
margin: 0 0 5px 0;
color: #555;
font-size: 12px;
font-weight: bold;
background: #f8f9fa;
padding: 3px 6px;
border-radius: 3px;
border-left: 2px solid #007bff;
}
.stock-detail-container-merged .detail-section h5 {
font-size: 14px;
padding: 6px 10px;
margin-bottom: 10px;
background: #ecf0f1;
border-radius: 4px;
}
.factor-details, .holding-details, .correction-details {
padding: 5px;
background: #fafafa;
border-radius: 3px;
margin-top: 3px;
}
.factor-details p, .holding-details p, .correction-details p {
margin: 2px 0;
font-size: 11px;
color: #666;
line-height: 1.3;
}
.stock-detail-container-merged .factor-details p,
.stock-detail-container-merged .holding-details p,
.stock-detail-container-merged .correction-details p {
font-size: 13px;
margin: 4px 0;
line-height: 1.5;
color: #34495e;
}
.holding-detail-item {
margin-bottom: 3px;
padding: 3px;
background: #f0f8ff;
border-radius: 2px;
border-left: 2px solid #17a2b8;
}
.correction-detail-item {
margin-bottom: 5px;
padding: 5px;
background: #fff3cd;
border-radius: 2px;
border-left: 2px solid #ffc107;
}
.correction-detail-item p {
margin: 1px 0;
font-size: 10px;
color: #856404;
}
/* 响应式调整 */
@media (max-width: 768px) {
.stock-detail-container-merged {
height: 500px;
padding: 10px;
}
.col-3.d-flex .chart-container {
height: 40%;
min-height: 150px;
}
.stock-detail-item {
padding: 10px;
}
.stock-detail-item h4 {
font-size: 14px;
}
.detail-section h5 {
font-size: 12px;
}
.factor-details, .holding-details, .correction-details {
padding: 5px;
}
.factor-details p, .holding-details p, .correction-details p {
font-size: 11px;
}
/* 移动端：因子和持仓改为上下布局 */
.factor-holding-row {
flex-direction: column;
gap: 10px;
}
.factor-section, .holding-section {
flex: none;
}
}
/* 重置按钮样式 */
#resetViewBtn {
background: rgba(255, 255, 255, 0.9);
border: 1px solid #007bff;
color: #007bff;
font-size: 12px;
padding: 5px 10px;
border-radius: 15px;
box-shadow: 0 2px 5px rgba(0,0,0,0.2);
transition: all 0.3s ease;
}
#resetViewBtn:hover {
background: #007bff;
color: white;
transform: translateY(-1px);
box-shadow: 0 3px 8px rgba(0,0,0,0.3);
}
/* 强制第一个容器占据全宽 */
.col-3.d-flex.expanded {
width: 100% !important;
max-width: 100% !important;
flex: 1 !important;
flex-grow: 1 !important;
flex-shrink: 0 !important;
}
</style>
</head>
<body>
<div class="container-fluid">
<!-- 添加重置按钮 -->
<div style="position: fixed; top: 10px; right: 10px; z-index: 1000;">
<button id="resetViewBtn" class="btn btn-sm btn-outline-primary" style="display: none;">
返回默认视图
</button>
</div>
<div class="row d-flex">
<div class="col-3 d-flex">
<div class="chart-box w-100">
<div class="chart-title">行业持仓占比</div>
<div id="portfolioChart" class="chart-container"></div>
</div>
</div>
<div class="col-3 d-flex">
<div class="chart-box w-100">
<div class="chart-title">重要提醒</div>
<div id="noticeBox" class="notice-container" style="cursor: pointer;">
<div class="notice-content">
<div class="notice-item">加载数据中...</div>
</div>
</div>
</div>
</div>
<div class="col-3 d-flex">
<div class="chart-box w-100">
<div class="chart-title">融资融券数据监控</div>
<div id="rzrqChart" class="chart-container"></div>
</div>
</div>
<div class="col-3 d-flex">
<div class="chart-box w-100">
<div class="chart-title">市场恐贪指数</div>
<div id="fearGreedChart" class="chart-container"></div>
</div>
</div>
</div>
<div class="row d-flex2">
<div class="col-3 d-flex">
<div class="chart-box tight-box w-100">
<div class="chart-title small-title">行业1-历史PE分析</div>
<div id="peChart_xjfz" class="chart-container"></div>
<div class="chart-title small-title" style="margin-top:2px;">行业1-拥挤度</div>
<div id="crowdChart_xjfz" class="chart-container"></div>
<!-- <div class="chart-title small-title" style="margin-top:2px;">行业1-持仓标的</div> -->
<div id="holdings_xjfz" class="holdings-container"></div>
</div>
</div>
<div class="col-3 d-flex">
<div class="chart-box tight-box w-100">
<div class="chart-title small-title">行业2-历史PE分析</div>
<div id="peChart_xp" class="chart-container"></div>
<div class="chart-title small-title" style="margin-top:2px;">行业2-拥挤度</div>
<div id="crowdChart_xp" class="chart-container"></div>
<!-- <div class="chart-title small-title" style="margin-top:2px;">行业2-持仓标的</div> -->
<div id="holdings_xp" class="holdings-container"></div>
</div>
</div>
<div class="col-3 d-flex">
<div class="chart-box tight-box w-100">
<div class="chart-title small-title">行业3-历史PE分析</div>
<div id="peChart_xfdz" class="chart-container"></div>
<div class="chart-title small-title" style="margin-top:2px;">行业3-拥挤度</div>
<div id="crowdChart_xfdz" class="chart-container"></div>
<!-- <div class="chart-title small-title" style="margin-top:2px;">行业3-持仓标的</div> -->
<div id="holdings_xfdz" class="holdings-container"></div>
</div>
</div>
<div class="col-3 d-flex">
<div class="chart-box tight-box w-100">
<div class="chart-title small-title">行业4-历史PE分析</div>
<div id="peChart_jqr" class="chart-container"></div>
<div class="chart-title small-title" style="margin-top:2px;">行业4-拥挤度</div>
<div id="crowdChart_jqr" class="chart-container"></div>
<!-- <div class="chart-title small-title" style="margin-top:2px;">行业4-持仓标的</div> -->
<div id="holdings_jqr" class="holdings-container"></div>
</div>
</div>
</div>
</div>
<!-- 弹窗结构 -->
<div id="noticeModal" class="modal-overlay" style="display: none;">
<div class="modal-content">
<div class="modal-header">
<h3>重要提醒详情</h3>
<button class="modal-close" onclick="closeNoticeModal()">&times;</button>
</div>
<div class="modal-body">
<div id="modalNoticeContent" class="modal-notice-content">
<!-- 动态内容 -->
</div>
</div>
</div>
</div>
<!-- 行业持仓详情弹窗 -->
<div id="industryHoldingsModal" class="modal-overlay" style="display: none;">
<div class="modal-content">
<div class="modal-header">
<h3 id="industryHoldingsTitle">行业持仓详情</h3>
<button class="modal-close" onclick="closeIndustryHoldingsModal()">&times;</button>
</div>
<div class="modal-body">
<div id="industryHoldingsContent" class="modal-holdings-content">
<!-- 动态内容 -->
</div>
</div>
</div>
</div>
<script src="/static/js/echarts.min.js"></script>
<script src="/static/js/jquery.min.js"></script>
<script src="/static/js/bigscreen_v2.js"></script>
</body>
</html>

119
src/valuation_analysis/industry_analysis.py
View File

@ -834,7 +834,7 @@ class IndustryAnalyzer:
def batch_calculate_industry_crowding(self, industries: List[str], concepts: List[str] = None) -> None:
"""
批量计算多个行业和概念板块的拥挤度指标
批量计算多个行业和概念板块的拥挤度指标，并生成个股关联表
Args:
industries: 行业列表
@ -878,7 +878,9 @@ class IndustryAnalyzer:
if stocks:
concept_stocks[concept] = stocks
# 5. 批量计算行业拥挤度
# 5. 批量计算行业拥挤度并生成个股关联数据
industry_crowding_data = []
for industry, stocks in industry_stocks.items():
try:
# 计算行业成交额
@ -911,6 +913,23 @@ class IndustryAnalyzer:
ex=86400
)
# 获取最新的拥挤度数据
latest_data = df.iloc[-1] if len(df) > 0 else None
if latest_data is not None:
# 生成信号
crowding_value = latest_data['percentile']
signal = self._generate_crowding_signal(crowding_value)
# 为每个股票生成关联记录
for stock_code in stocks:
industry_crowding_data.append({
'stock_code': stock_code,
'industry_name': industry,
'crowding_value': crowding_value,
'trade_signal': signal,
'last_trade_date': latest_data['trade_date']
})
logger.info(f"成功计算行业 {industry} 的拥挤度指标，共 {len(df)} 条记录")
except Exception as e:
logger.error(f"计算行业 {industry} 的拥挤度指标时出错: {str(e)}")
@ -955,9 +974,105 @@ class IndustryAnalyzer:
logger.error(f"计算概念板块 {concept} 的拥挤度指标时出错: {str(e)}")
continue
# 7. 更新行业拥挤度个股关联表
if industry_crowding_data:
self._update_industry_crowding_stocks_table(industry_crowding_data)
except Exception as e:
logger.error(f"批量计算行业拥挤度指标失败: {str(e)}")
def _generate_crowding_signal(self, crowding_value: float) -> str:
"""
根据拥挤度数值生成信号
Args:
crowding_value: 拥挤度数值（百分比）
Returns:
信号字符串
"""
if crowding_value < 10:
return "强烈买入"
elif crowding_value < 20:
return "买入"
elif crowding_value > 90:
return "强烈卖出"
elif crowding_value > 80:
return "卖出"
else:
return "中性"
def _update_industry_crowding_stocks_table(self, industry_crowding_data: List[Dict]) -> None:
"""
更新行业拥挤度个股关联表
Args:
industry_crowding_data: 行业拥挤度数据列表
"""
try:
if not industry_crowding_data:
logger.warning("没有行业拥挤度数据需要更新")
return
# 清空现有数据
delete_query = "DELETE FROM industry_crowding_stocks"
# 构建插入语句
insert_query = """
INSERT INTO industry_crowding_stocks
(stock_code, industry_name, crowding_value, trade_signal, last_trade_date)
VALUES (:stock_code, :industry_name, :crowding_value, :trade_signal, :last_trade_date)
"""
inserted_count = 0
with self.engine.connect() as conn:
# 开始事务
trans = conn.begin()
try:
# 清空表
conn.execute(text(delete_query))
# 逐条插入数据
for item in industry_crowding_data:
# 检查该股票和行业的组合是否已存在
check_query = text("""
SELECT COUNT(*) FROM industry_crowding_stocks
WHERE stock_code = :stock_code AND industry_name = :industry_name
""")
result = conn.execute(check_query, {
"stock_code": item['stock_code'],
"industry_name": item['industry_name']
}).scalar()
if result > 0: # 数据已存在，执行更新
update_query = text("""
UPDATE industry_crowding_stocks SET
crowding_value = :crowding_value,
trade_signal = :trade_signal,
last_trade_date = :last_trade_date
WHERE stock_code = :stock_code AND industry_name = :industry_name
""")
conn.execute(update_query, item)
else: # 数据不存在，执行插入
conn.execute(text(insert_query), item)
inserted_count += 1
# 提交事务
trans.commit()
logger.info(f"成功更新行业拥挤度个股关联表，共 {inserted_count} 条记录")
except Exception as e:
# 回滚事务
trans.rollback()
raise e
except Exception as e:
logger.error(f"更新行业拥挤度个股关联表失败: {str(e)}")
def filter_crowding_by_percentile(self, min_percentile: float, max_percentile: float) -> dict:
"""
查询所有缓存中的行业和概念板块拥挤度，筛选最后一个交易日拥挤度百分位在[min, max]区间的行业/概念。

278
src/valuation_analysis/notice_service.py Normal file
View File

@ -0,0 +1,278 @@
"""
重要提醒服务模块
提供动态的重要提醒信息生成功能，包括：
1. 行业拥挤度风险提醒
2. 行业持仓占比风险提醒
3. 个股持仓风险提醒
4. 融资融券风险提醒
5. 市场恐贪指数风险提醒
"""
import logging
import requests
from typing import Dict, List, Optional
from datetime import datetime
from .portfolio_analyzer import PortfolioAnalyzer
from .industry_analysis import IndustryAnalyzer
from .eastmoney_rzrq_collector import EastmoneyRzrqCollector
from .fear_greed_index import FearGreedIndexManager
# 配置日志
logger = logging.getLogger("notice_service")
class NoticeService:
"""重要提醒服务类"""
def __init__(self):
"""初始化提醒服务"""
self.portfolio_analyzer = PortfolioAnalyzer()
self.industry_analyzer = IndustryAnalyzer()
self.rzrq_collector = EastmoneyRzrqCollector()
self.fear_greed_manager = FearGreedIndexManager()
logger.info("重要提醒服务初始化完成")
def get_dynamic_notices(self) -> Dict:
"""
获取动态的重要提醒列表
Returns:
包含提醒信息的字典
"""
try:
notices = []
# 1. 检查行业拥挤度风险
crowding_notices = self._check_industry_crowding_risk()
notices.extend(crowding_notices)
# 2. 检查行业持仓占比风险
allocation_notices = self._check_industry_allocation_risk()
notices.extend(allocation_notices)
# 3. 检查个股持仓风险
stock_notices = self._check_stock_holding_risk()
notices.extend(stock_notices)
# 4. 检查融资融券风险
rzrq_notices = self._check_rzrq_risk()
notices.extend(rzrq_notices)
# 5. 检查市场恐贪指数风险
fear_greed_notices = self._check_fear_greed_risk()
notices.extend(fear_greed_notices)
# 如果没有风险提醒，添加一些市场信息
if not notices:
notices = self._get_market_info_notices()
return {
"success": True,
"data": notices
}
except Exception as e:
logger.error(f"获取动态提醒失败: {e}")
return {
"success": False,
"message": f"获取动态提醒失败: {str(e)}",
"data": []
}
def _check_industry_crowding_risk(self) -> List[str]:
"""
检查行业拥挤度风险
Returns:
拥挤度风险提醒列表
"""
notices = []
try:
# 获取持仓行业数据
portfolio_result = self.portfolio_analyzer.analyze_portfolio_allocation()
if not portfolio_result.get("success"):
return notices
industries = portfolio_result["data"]["industries"]
# 检查每个持仓行业的拥挤度
for industry_data in industries:
industry_name = industry_data["industry"]
# 获取行业拥挤度数据
crowding_result = self.industry_analyzer.get_industry_analysis(
industry_name, "pe", None
)
if crowding_result.get("success") and "crowding" in crowding_result:
crowding_data = crowding_result["crowding"]
current_percentile = crowding_data["current"]["percentile"]
if current_percentile >= 80:
notices.append(f"⚠️ {industry_name}拥挤度过高({current_percentile:.1f}%)，建议减仓")
elif current_percentile <= 20:
notices.append(f"💰 {industry_name}拥挤度较低({current_percentile:.1f}%)，可考虑加仓")
except Exception as e:
logger.error(f"检查行业拥挤度风险失败: {e}")
return notices
def _check_industry_allocation_risk(self) -> List[str]:
"""
检查行业持仓占比风险
Returns:
行业持仓占比风险提醒列表
"""
notices = []
try:
# 获取持仓行业数据
portfolio_result = self.portfolio_analyzer.analyze_portfolio_allocation()
if not portfolio_result.get("success"):
return notices
industries = portfolio_result["data"]["industries"]
total_amount = portfolio_result["data"]["total_amount"]
# 检查行业持仓占比
for industry_data in industries:
industry_name = industry_data["industry"]
industry_amount = industry_data["amount"]
industry_ratio = (industry_amount / total_amount) * 100
if industry_ratio > 50:
notices.append(f"⚠️ {industry_name}持仓占比过高({industry_ratio:.1f}%)，建议分散风险")
except Exception as e:
logger.error(f"检查行业持仓占比风险失败: {e}")
return notices
def _check_stock_holding_risk(self) -> List[str]:
"""
检查个股持仓风险
Returns:
个股持仓风险提醒列表
"""
notices = []
try:
# 获取持仓摘要数据
summary_result = self.portfolio_analyzer.get_portfolio_summary()
if not summary_result.get("success"):
return notices
project_details = summary_result["data"]["project_details"]
# 检查个股保证金金额
for project in project_details:
project_name = project["project_name"]
margin_amount = project["margin_amount"]
if margin_amount > 2000000: # 200万
notices.append(f"⚠️ {project_name}保证金过高({margin_amount/10000:.1f}万)，建议控制仓位")
except Exception as e:
logger.error(f"检查个股持仓风险失败: {e}")
return notices
def _check_rzrq_risk(self) -> List[str]:
"""
检查融资融券风险
Returns:
融资融券风险提醒列表
"""
notices = []
try:
# 获取融资融券数据
rzrq_result = self.rzrq_collector.get_chart_data(limit_days=90)
if not rzrq_result.get("success"):
return notices
# 计算当前值在历史数据中的百分位
series_data = rzrq_result["series"]
if not series_data:
return notices
main_series = series_data[0] # 融资融券余额合计
data_values = main_series["data"]
# 过滤有效数据
valid_data = [v for v in data_values if v is not None and v != 0]
if not valid_data:
return notices
current_value = data_values[-1]
sorted_data = sorted(valid_data)
current_index = next((i for i, v in enumerate(sorted_data) if v >= current_value), len(sorted_data))
percentile = (current_index / len(sorted_data)) * 100
if percentile >= 80:
notices.append(f"⚠️ 融资融券余额处于高位({percentile:.1f}%)，市场情绪过热")
elif percentile <= 20:
notices.append(f"💰 融资融券余额处于低位({percentile:.1f}%)，市场情绪低迷")
except Exception as e:
logger.error(f"检查融资融券风险失败: {e}")
return notices
def _check_fear_greed_risk(self) -> List[str]:
"""
检查市场恐贪指数风险
Returns:
市场恐贪指数风险提醒列表
"""
notices = []
try:
# 获取恐贪指数数据
fear_greed_result = self.fear_greed_manager.get_index_data(None, None, 180)
if not fear_greed_result.get("success"):
return notices
values = fear_greed_result["values"]
if not values:
return notices
current_value = values[-1]
if current_value >= 80:
notices.append(f"⚠️ 市场恐贪指数过高({current_value:.1f})，市场情绪贪婪")
elif current_value <= 20:
notices.append(f"💰 市场恐贪指数过低({current_value:.1f})，市场情绪恐惧")
except Exception as e:
logger.error(f"检查市场恐贪指数风险失败: {e}")
return notices
def _get_market_info_notices(self) -> List[str]:
"""
获取市场信息提醒（当没有风险提醒时使用）
Returns:
市场信息提醒列表
"""
return [
"📈 上证指数突破3200点，市场情绪回暖",
"💰 北向资金今日净流入85.6亿元",
"📊 科技板块PE估值处于历史低位",
"🔥 新能源概念股集体上涨，涨幅超3%",
"⚠️ 医药板块回调，建议关注低吸机会",
"📈 融资融券余额连续三日增长",
"💰 消费板块资金流入明显",
"📊 市场恐贪指数回升至65",
"🤖 机器人概念板块技术面突破",
"📦 先进封装概念获政策支持"
]

2
src/valuation_analysis/portfolio_analyzer.py
View File

@ -224,7 +224,7 @@ class PortfolioAnalyzer:
}
}
logger.info(f"成功分析持仓行业分配，总金额: {total_amount:.2f}万元，共{len(industries_data)}个行业")
logger.info(f"成功分析持仓行业分配，总金额: {total_amount:.2f}元，共{len(industries_data)}个行业")
return result
except Exception as e: