增加了商誉占比
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xucheng
parent
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vendored
@ -27,3 +27,4 @@ data/
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reports/
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logs/
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tests/
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backend/server.log
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@ -2900,3 +2900,67 @@ JSON_END
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2026-01-13 19:40:44,354 - app.clients.bloomberg_client - INFO - ✅ Completed processing for ALC US Equity
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2026-01-13 19:40:44,354 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=94, Msg=Bloomberg data sync complete, Progress=90%
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2026-01-13 19:40:45,530 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=94, Msg=Bloomberg 数据同步完成, Progress=100%
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2026-01-13 20:01:59,302 - google_genai.models - INFO - AFC is enabled with max remote calls: 10.
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2026-01-13 20:02:05,051 - httpx - INFO - HTTP Request: POST https://generativelanguage.googleapis.com/v1beta/models/gemini-3-flash-preview:streamGenerateContent?alt=sse "HTTP/1.1 200 OK"
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2026-01-13 20:03:07,139 - google_genai.models - INFO - AFC is enabled with max remote calls: 10.
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2026-01-13 20:03:11,729 - httpx - INFO - HTTP Request: POST https://generativelanguage.googleapis.com/v1beta/models/gemini-3-flash-preview:streamGenerateContent?alt=sse "HTTP/1.1 200 OK"
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2026-01-13 20:04:56,927 - google_genai.models - INFO - AFC is enabled with max remote calls: 10.
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2026-01-13 20:05:03,581 - httpx - INFO - HTTP Request: POST https://generativelanguage.googleapis.com/v1beta/models/gemini-3-flash-preview:streamGenerateContent?alt=sse "HTTP/1.1 200 OK"
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2026-01-13 20:23:36,883 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=95, Msg=正在初始化数据获取..., Progress=0%
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2026-01-13 20:23:37,463 - app.services.data_fetcher_service - INFO - 📝 [数据获取] 股票代码格式化: 688029 -> 688029.SH
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2026-01-13 20:23:37,463 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=95, Msg=数据获取失败: Data source 'Tushare' not supported in backend., Progress=0%
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2026-01-13 20:23:50,636 - app.main - INFO - 🔍 [搜索] 开始搜索股票: 南微医学
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2026-01-13 20:23:50,644 - app.main - INFO - 🤖 [搜索-LLM] 调用 gemini-3-flash-preview 进行股票搜索
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2026-01-13 20:23:50,655 - google_genai.models - INFO - AFC is enabled with max remote calls: 10.
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2026-01-13 20:23:56,156 - httpx - INFO - HTTP Request: POST https://generativelanguage.googleapis.com/v1beta/models/gemini-3-flash-preview:generateContent "HTTP/1.1 200 OK"
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2026-01-13 20:23:56,178 - app.main - INFO - ✅ [搜索-LLM] 模型响应完成, 耗时: 5.53秒, Tokens: prompt=304, completion=29, total=333
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2026-01-13 20:23:56,179 - app.main - INFO - ✅ [搜索] 搜索完成, 找到 1 个结果, 总耗时: 5.54秒
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2026-01-13 20:24:08,551 - app.services.bloomberg_service - WARNING - No Bloomberg data found for symbol: 688029
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2026-01-13 20:24:08,898 - app.services.bloomberg_service - WARNING - No Bloomberg data found for symbol: 688029
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2026-01-13 20:24:11,878 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=正在初始化数据获取..., Progress=0%
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2026-01-13 20:24:12,303 - app.clients.bloomberg_client - INFO - Connecting to Jupyter at http://192.168.3.161:8888...
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2026-01-13 20:24:12,656 - app.clients.bloomberg_client - INFO - ✅ Authentication successful.
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2026-01-13 20:24:12,681 - app.clients.bloomberg_client - INFO - ✅ Found existing kernel: bc27f3b1-b028-434a-99fa-c1cad4495a87 (remote_env)
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2026-01-13 20:24:13,733 - app.clients.bloomberg_client - INFO - ✅ WebSocket connected.
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2026-01-13 20:24:13,733 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=数据源连接成功, Progress=10%
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2026-01-13 20:24:16,282 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=正在连接 Bloomberg 终端..., Progress=20%
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2026-01-13 20:24:17,574 - app.clients.bloomberg_client - INFO - 🚀 Starting fetch for: 688029 CH Equity
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2026-01-13 20:24:17,575 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=Starting Bloomberg session..., Progress=20%
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2026-01-13 20:24:19,299 - app.clients.bloomberg_client - INFO - Using auto-detected currency: CNY
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2026-01-13 20:24:19,299 - app.clients.bloomberg_client - INFO - Fetching Basic Data...
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2026-01-13 20:24:19,299 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=Fetching Company Basic Info..., Progress=27%
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2026-01-13 20:24:21,477 - app.clients.bloomberg_client - INFO - REMOTE RAW OUTPUT: JSON_START
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[{"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:22", "currency": "CNY", "indicator": "company_name", "value": "MICRO-TECH NANJING CO LTD-A", "value_date": "2026-01-13 20:24:22"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:22", "currency": "CNY", "indicator": "pe_ratio", "value": "27.159974278374918", "value_date": "2026-01-13 20:24:22"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:22", "currency": "CNY", "indicator": "pb_ratio", "value": "4.086370642415248", "value_date": "2026-01-13 20:24:22"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:22", "currency": "CNY", "indicator": "Rev_Abroad", "value": "49.85044271634609", "value_date": "2026-01-13 20:24:22"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:22", "currency": "CNY", "indicator": "dividend_yield", "value": "1.693384511176338", "value_date": "2026-01-13 20:24:22"}, {"Company_code": "688029 CH Eq
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2026-01-13 20:24:21,477 - app.clients.bloomberg_client - INFO - ✅ Parsed 7 items from remote.
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2026-01-13 20:24:21,478 - app.clients.bloomberg_client - INFO - DEBUG: basic_data before save: [{'Company_code': '688029 CH Equity', 'update_date': '2026-01-13 20:24:22', 'currency': 'CNY', 'indicator': 'company_name', 'value': 'MICRO-TECH NANJING CO LTD-A', 'value_date': '2026-01-13 20:24:22'}, {'Company_code': '688029 CH Equity', 'update_date': '2026-01-13 20:24:22', 'currency': 'CNY', 'indicator': 'pe_ratio', 'value': '27.159974278374918', 'value_date': '2026-01-13 20:24:22'}, {'Company_code': '688029 CH Equity', 'update_date': '2026-01-13 20:24:22', 'currency': 'CNY', 'indicator': 'pb_ratio', 'value': '4.086370642415248', 'value_date': '2026-01-13 20:24:22'}, {'Company_code': '688029 CH Equity', 'update_date': '2026-01-13 20:24:22', 'currency': 'CNY', 'indicator': 'Rev_Abroad', 'value': '49.85044271634609', 'value_date': '2026-01-13 20:24:22'}, {'Company_code': '688029 CH Equity', 'update_date': '2026-01-13 20:24:22', 'currency': 'CNY', 'indicator': 'dividend_yield', 'value': '1.693384511176338', 'value_date': '2026-01-13 20:24:22'}, {'Company_code': '688029 CH Equity', 'update_date': '2026-01-13 20:24:22', 'currency': 'CNY', 'indicator': 'IPO_date', 'value': '2019-07-22', 'value_date': '2026-01-13 20:24:22'}, {'Company_code': '688029 CH Equity', 'update_date': '2026-01-13 20:24:22', 'currency': 'CNY', 'indicator': 'market_cap', 'value': '16639.525', 'value_date': '2026-01-13 20:24:22'}]
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2026-01-13 20:24:23,015 - app.clients.bloomberg_client - INFO - ✅ Saved 7 records to database.
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2026-01-13 20:24:23,016 - app.clients.bloomberg_client - INFO - Fetching Currency Data...
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2026-01-13 20:24:23,016 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=正在获取货币指标 (CNY)..., Progress=41%
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2026-01-13 20:24:24,452 - app.clients.bloomberg_client - INFO - REMOTE RAW OUTPUT: JSON_START
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[{"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:23", "currency": "CNY", "indicator": "Revenue", "value": "414.3097", "value_date": "2016-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:23", "currency": "CNY", "indicator": "Net_Income", "value": "-36.4541", "value_date": "2016-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:23", "currency": "CNY", "indicator": "Cash_From_Operating", "value": "59.337", "value_date": "2016-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:23", "currency": "CNY", "indicator": "Capital_Expenditure", "value": "-35.8324", "value_date": "2016-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:23", "currency": "CNY", "indicator": "Free_Cash_Flow", "value": "23.5046", "value_date": "2016-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:23", "currency": "CNY", "indicator": "Dividends
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2026-01-13 20:24:24,453 - app.clients.bloomberg_client - INFO - ✅ Parsed 222 items from remote.
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2026-01-13 20:24:45,100 - app.clients.bloomberg_client - INFO - ✅ Saved 222 records to database.
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2026-01-13 20:24:45,102 - app.clients.bloomberg_client - INFO - Fetching Non-Currency Data...
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2026-01-13 20:24:45,102 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=正在获取非货币指标..., Progress=55%
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2026-01-13 20:24:46,409 - app.clients.bloomberg_client - INFO - REMOTE RAW OUTPUT: JSON_START
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[{"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:45", "currency": "CNY", "indicator": "ROE", "value": "-11.7949", "value_date": "2016-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:45", "currency": "CNY", "indicator": "ROA", "value": "-7.2528", "value_date": "2016-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:45", "currency": "CNY", "indicator": "Gross_Margin", "value": "57.2046", "value_date": "2016-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:45", "currency": "CNY", "indicator": "EBITDA_margin", "value": "-2.426", "value_date": "2016-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:45", "currency": "CNY", "indicator": "Net_Profit_Margin", "value": "-8.7988", "value_date": "2016-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:24:45", "currency": "CNY", "indicator": "Tax_Rate", "value": "0.15", "val
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2026-01-13 20:24:46,410 - app.clients.bloomberg_client - INFO - ✅ Parsed 163 items from remote.
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2026-01-13 20:25:05,444 - app.clients.bloomberg_client - INFO - ✅ Saved 163 records to database.
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2026-01-13 20:25:05,456 - app.clients.bloomberg_client - INFO - Fetching Price Data (Aligned)...
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2026-01-13 20:25:05,456 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=正在获取价格指标..., Progress=69%
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2026-01-13 20:25:06,884 - app.clients.bloomberg_client - INFO - Found 9 revenue reporting dates. Fetching aligned price data...
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2026-01-13 20:25:17,623 - app.clients.bloomberg_client - INFO - REMOTE RAW OUTPUT: JSON_START
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[{"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:25:06", "currency": "CNY", "indicator": "Last_Price", "value": "67.59", "value_date": "2024-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:25:06", "currency": "CNY", "indicator": "Market_Cap", "value": "12696.6073", "value_date": "2024-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:25:06", "currency": "CNY", "indicator": "Dividend_Yield", "value": "2.2193", "value_date": "2024-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:25:06", "currency": "CNY", "indicator": "Last_Price", "value": "96.8", "value_date": "2023-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:25:06", "currency": "CNY", "indicator": "Market_Cap", "value": "18183.6304", "value_date": "2023-12-31"}, {"Company_code": "688029 CH Equity", "update_date": "2026-01-13 20:25:06", "currency": "CNY", "indicator": "Dividend_Yield", "value":
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2026-01-13 20:25:17,624 - app.clients.bloomberg_client - INFO - ✅ Parsed 17 items from remote.
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2026-01-13 20:25:22,020 - app.clients.bloomberg_client - INFO - ✅ Saved 17 records to database.
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2026-01-13 20:25:22,026 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=Finalizing data..., Progress=82%
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2026-01-13 20:25:24,501 - app.clients.bloomberg_client - INFO - ✅ Cleanup and View Refresh completed.
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2026-01-13 20:25:24,502 - app.clients.bloomberg_client - INFO - ✅ Completed processing for 688029 CH Equity
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2026-01-13 20:25:24,502 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=Bloomberg data sync complete, Progress=90%
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2026-01-13 20:25:25,959 - app.services.data_fetcher_service - INFO - 🔄 [进度更新] ID=96, Msg=Bloomberg 数据同步完成, Progress=100%
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2026-01-13 20:26:45,348 - google_genai.models - INFO - AFC is enabled with max remote calls: 10.
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2026-01-13 20:26:52,042 - httpx - INFO - HTTP Request: POST https://generativelanguage.googleapis.com/v1beta/models/gemini-3-flash-preview:streamGenerateContent?alt=sse "HTTP/1.1 200 OK"
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2026-01-13 20:27:39,016 - google_genai.models - INFO - AFC is enabled with max remote calls: 10.
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2026-01-13 20:27:46,782 - httpx - INFO - HTTP Request: POST https://generativelanguage.googleapis.com/v1beta/models/gemini-3-flash-preview:streamGenerateContent?alt=sse "HTTP/1.1 200 OK"
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2026-01-13 20:28:32,248 - google_genai.models - INFO - AFC is enabled with max remote calls: 10.
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2026-01-13 20:28:39,401 - httpx - INFO - HTTP Request: POST https://generativelanguage.googleapis.com/v1beta/models/gemini-3-flash-preview:streamGenerateContent?alt=sse "HTTP/1.1 200 OK"
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@ -2,6 +2,7 @@
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import { useState, useEffect } from "react"
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import { useSearchParams } from "next/navigation"
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import { cn } from "@/lib/utils"
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import { SearchStock } from "@/components/search-stock"
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import { HistoryList } from "@/components/history-list"
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import { DataSourceSelector } from "@/components/data-source-selector"
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@ -12,7 +13,7 @@ import { AnalysisReport } from "@/components/analysis-report"
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import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card"
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import { Badge } from "@/components/ui/badge"
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import { Button } from "@/components/ui/button"
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import { ArrowLeft, Building2, RefreshCw, Loader2, CheckCircle2 } from "lucide-react"
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import { ArrowLeft, Building2, RefreshCw, Loader2, CheckCircle2, ChevronLeft, ChevronRight } from "lucide-react"
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import type { SearchResult } from "@/lib/types"
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import { useFinancialData } from "@/hooks/use-financial-data"
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import { Progress } from "@/components/ui/progress"
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@ -29,6 +30,7 @@ export default function Home() {
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// 状态管理
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const [selectedCompany, setSelectedCompany] = useState<SearchResult | null>(null)
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const [selectedDataSource, setSelectedDataSource] = useState<string>("iFinD")
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const [isSidebarOpen, setIsSidebarOpen] = useState(true)
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const [companyId, setCompanyId] = useState<number | null>(null)
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const [analysisId, setAnalysisId] = useState<number | null>(null)
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const [oneTimeModel, setOneTimeModel] = useState<string | undefined>(undefined)
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@ -194,17 +196,38 @@ export default function Home() {
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return (
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<div className="flex h-screen w-full bg-background overflow-hidden">
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{/* Sidebar */}
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<AppSidebar
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activeTab={currentView}
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onTabChange={handleTabChange}
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hasSelectedCompany={!!selectedCompany}
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className="flex-shrink-0 z-10"
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/>
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<div
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className={cn(
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"transition-all duration-300 ease-in-out border-r bg-card flex-shrink-0 z-10 overflow-hidden",
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isSidebarOpen ? "w-64" : "w-0 border-r-0"
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)}
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>
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<AppSidebar
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activeTab={currentView}
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onTabChange={handleTabChange}
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hasSelectedCompany={!!selectedCompany}
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className="w-64 border-r-0"
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/>
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</div>
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{/* Main Content Area */}
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<main className="flex-1 overflow-auto bg-background/50 relative">
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{renderContent()}
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</main>
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{/* Main Content Area Wrapper */}
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<div className="flex-1 relative flex flex-col min-w-0 overflow-hidden bg-background/50">
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{/* Sidebar Toggle Button */}
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<Button
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variant="secondary"
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size="icon"
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className="absolute left-0 top-1/2 -translate-y-1/2 z-20 h-12 w-4 p-0 rounded-l-none rounded-r-lg border border-l-0 shadow-sm hover:w-8 transition-all opacity-50 hover:opacity-100"
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onClick={() => setIsSidebarOpen(!isSidebarOpen)}
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title={isSidebarOpen ? "收起导航" : "展开导航"}
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>
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{isSidebarOpen ? <ChevronLeft className="h-4 w-4" /> : <ChevronRight className="h-4 w-4" />}
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</Button>
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{/* Scrollable Content */}
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<main className="flex-1 overflow-auto">
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{renderContent()}
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</main>
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</div>
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</div>
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)
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}
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@ -328,6 +328,7 @@ function RawDataTable({ data, title, selectedCurrency = "Auto", userMarket }: {
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calcAssetRatio('prepaid', 'prepaid_to_assets')
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calcAssetRatio('property_plant&equipment', 'ppe_to_assets')
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calcAssetRatio('lt_investment', 'lt_investment_to_assets')
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calcAssetRatio('goodwill', 'goodwill_to_assets')
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calcAssetRatio('accounts_payable', 'payables_to_assets')
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calcAssetRatio('st_defer_rev', 'deferred_revenue_to_assets')
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calcAssetRatio('st_debt', 'st_debt_to_assets')
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@ -339,7 +340,8 @@ function RawDataTable({ data, title, selectedCurrency = "Auto", userMarket }: {
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const getR = (k: string) => (typeof row[k] === 'number' ? row[k] : 0)
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const sumKnown = getR('cash_to_assets') + getR('inventory_to_assets') +
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getR('receivables_to_assets') + getR('prepaid_to_assets') +
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getR('ppe_to_assets') + getR('lt_investment_to_assets')
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getR('ppe_to_assets') + getR('lt_investment_to_assets') +
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getR('goodwill_to_assets')
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row['other_assets_ratio'] = 100 - sumKnown
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}
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@ -417,7 +419,7 @@ function RawDataTable({ data, title, selectedCurrency = "Auto", userMarket }: {
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'net_income', 'netincome_growth',
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'cash_from_operating', 'capital_expenditure', 'free_cash_flow',
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'dividends_paid', 'dividend_payout_ratio', 'repurchase',
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'total_assets', 'equity', 'goodwill',
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'total_assets', 'equity',
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'__SECTION_EXPENSE__',
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'selling&marketing_to_revenue', 'selling&marketing',
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'general&admin_to_revenue', 'general&admin',
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||||
@ -434,6 +436,7 @@ function RawDataTable({ data, title, selectedCurrency = "Auto", userMarket }: {
|
||||
'prepaid_to_assets', 'prepaid',
|
||||
'ppe_to_assets', 'property_plant&equipment',
|
||||
'lt_investment_to_assets', 'lt_investment',
|
||||
'goodwill_to_assets', 'goodwill',
|
||||
'other_assets_ratio',
|
||||
'payables_to_assets', 'accounts_payable',
|
||||
'deferred_revenue_to_assets', 'st_defer_rev',
|
||||
@ -526,6 +529,7 @@ function RawDataTable({ data, title, selectedCurrency = "Auto", userMarket }: {
|
||||
'prepaid_to_assets': 'prepaid',
|
||||
'ppe_to_assets': 'property_plant&equipment',
|
||||
'lt_investment_to_assets': 'lt_investment',
|
||||
'goodwill_to_assets': 'goodwill',
|
||||
'payables_to_assets': 'accounts_payable',
|
||||
'deferred_revenue_to_assets': 'st_defer_rev',
|
||||
'st_debt_to_assets': 'st_debt',
|
||||
@ -747,7 +751,8 @@ function RawDataTable({ data, title, selectedCurrency = "Auto", userMarket }: {
|
||||
'cash_to_assets', 'inventory_to_assets', 'receivables_to_assets',
|
||||
'prepaid_to_assets', 'ppe_to_assets', 'lt_investment_to_assets',
|
||||
'payables_to_assets', 'deferred_revenue_to_assets',
|
||||
'st_debt_to_assets', 'lt_debt_to_assets', 'other_assets_ratio'
|
||||
'st_debt_to_assets', 'lt_debt_to_assets', 'other_assets_ratio',
|
||||
'goodwill_to_assets'
|
||||
]
|
||||
|
||||
if (assetRatios.includes(indicator) && numVal > 30) {
|
||||
@ -860,6 +865,7 @@ function formatColumnName(column: string): string {
|
||||
'st_defer_rev': '短期递延收入',
|
||||
'deferred_revenue_to_assets': '预收占比',
|
||||
'goodwill': '商誉',
|
||||
'goodwill_to_assets': '商誉占比',
|
||||
'total_debt_ratio': '总债务比率',
|
||||
'cash_to_assets': '现金占比',
|
||||
'inventory_to_assets': '存货占比',
|
||||
@ -940,7 +946,7 @@ function formatCellValue(column: string, value: any): string {
|
||||
'other_breakdown_gross', 'other_breakdown_net', 'other_breakdown_sga', 'other_breakdown_rd',
|
||||
'cash_to_assets', 'inventory_to_assets', 'receivables_to_assets', 'prepaid_to_assets', 'ppe_to_assets', 'lt_investment_to_assets',
|
||||
'payables_to_assets', 'deferred_revenue_to_assets', 'st_debt_to_assets', 'lt_debt_to_assets',
|
||||
'other_assets_ratio'
|
||||
'other_assets_ratio', 'goodwill_to_assets'
|
||||
].includes(lowerCol)
|
||||
|
||||
// Special handling for Per Employee (Just number formatting, 2 decimals)
|
||||
|
||||
@ -82,7 +82,7 @@ export function NavHeader() {
|
||||
}
|
||||
|
||||
return (
|
||||
<header className="border-b bg-background/95 backdrop-blur supports-[backdrop-filter]:bg-background/60 sticky top-0 z-[60]">
|
||||
<header className="border-b bg-background/95 backdrop-blur supports-[backdrop-filter]:bg-background/60 z-[60]">
|
||||
<div className="flex h-14 items-center gap-4 px-6 lg:h-[60px] w-full px-8"> {/* Adjusted constraint */}
|
||||
<Link className="flex items-center gap-2 font-semibold min-w-[140px]" href="/">
|
||||
<MonitorPlay className="h-6 w-6" />
|
||||
|
||||
Loading…
Reference in New Issue
Block a user