stock-analyzer

Stock Analyzer - Global stock comprehensive analysis tool

Overview

This skill is used to comprehensively analyzeA-shares, Hong Kong stocks, US stocksand all markets supported by Eastmoney (futures, indices, ETFs, etc.), by simulating the Eastmoney homepage (https://www.eastmoney.com/default.html)的搜索框功能来搜索股票，从基本面、新闻面、资金面三个维度进行分析，最终给出投资建议。

Supported Markets

Market	Code Prefix	Example
🇨🇳 A-shares - Shanghai	sh / starts with 6	sh600519 Kweichow Moutai
🇨🇳 A-shares - Shenzhen	sz / starts with 0, 3	sz300750 CATL
🇨🇳 A-shares - Beijing Stock Exchange	bj / starts with 8, 4	bj830799
🇭🇰 Hong Kong stocks	hk / 116.	00700 Tencent Holdings
🇺🇸 US stocks - Nasdaq	105.	105.AAPL Apple
🇺🇸 US stocks - NYSE	106.	106.BABA Alibaba
🇺🇸 US stocks - Others	107.	107.XXX

Output Method：

Output the complete analysis report in the conversation (Markdown format)
Also generate a visualized HTML web report and save it to the user's working directory

Trigger Conditions

This skill should be used in the following situations:

The user requests analysis of a certain stock (regardless of A-shares, Hong Kong stocks, or US stocks)
The user asks whether a certain stock is worth investing in
The user wants to know the buy/sell prices of a stock
The user mentions stock research or stock analysis
A-share keywords: A-share analysis, Shanghai and Shenzhen stocks, ChiNext, STAR Market, Beijing Stock Exchange
Hong Kong stock keywords: Hong Kong stock analysis, Hang Seng Index, Tencent, Meituan, Xiaomi, BYD Company
US stock keywords: US stock analysis, Nasdaq, S&P 500, Dow Jones, China concept stocks, Apple AAPL, Tesla TSLA, Nvidia NVDA, Micron MU, Google GOOGL, Microsoft MSFT, Amazon AMZN, Meta, Alibaba BABA, Pinduoduo PDD, JD.com JD
The user mentions Eastmoney and involves stock queries
The user directly enters a stock code (such as: MU, AAPL, 00700, 600519)

Step 0: Eastmoney Login Guidance (Important!)

Why is login required?

Eastmoney.com imposes access rate limits on users who are not logged in, which may cause:

Search results to load incompletely
Some data pages to be inaccessible
Requests to be restricted or return empty data

Login Guidance Process

Before starting the analysis,the user must first be guided to log in to Eastmoney：

Guidance script template:

📊 **股票分析准备**

为了获取完整、准确的股票数据，建议您先登录东方财富网账号。

**请按以下步骤操作：**

1. 🌐 点击打开东方财富主页：https://www.eastmoney.com/default.html

2. 🔐 点击页面右上角的【登录】按钮

3. ✅ 使用以下任一方式登录：
   - 手机号 + 验证码
   - 账号密码登录
   - 微信/QQ扫码登录

4. 📢 登录成功后，请回复"已登录"或"继续分析"

**提示**：
- 如果没有账号，可以快速注册一个（免费）
- 登录后数据获取更稳定，分析结果更准确
- 如果选择不登录，部分数据可能获取不完整

---
请问您是否已经登录东方财富？

User Response Handling:

User Reply	Handling Method
"Logged in" / "I have logged in" / "Continue"	Continue executing the subsequent analysis steps
"Not logged in" / "Don't want to log in" / "Skip"	Warn that the data may be incomplete, continue the analysis but note that the data may be limited
No clear reply	Ask again or by default continue the analysis

Login status marker

In the final report, note the data acquisition status:

✅ Logged in: High data completeness
⚠️ Not logged in: Some data may be limited

⏱️ Request delay strategy (important!)

Why is delay needed?

East Money has rate-limiting protection against high-frequency requests. Consecutive rapid requests may cause:

IP temporarily banned
Returning empty data or error pages
CAPTCHA interception

Delay rules

⚠️ Must comply: For each request to an East Money page,you must delay 1 secondbefore initiating the next request!

Execution method：

请求1 → 等待1秒 → 请求2 → 等待1秒 → 请求3 → ...

Applicable scenarios：

When using web_fetch to access any East Money page
Includes: search pages, quote pages, capital flow pages, F10 pages, announcement pages, news pages, etc.

Scenarios where delay is not needed：

Using the web_search tool (this is a search engine, not direct access to East Money)

Implementation points

Serial requests: Do not initiate multiple East Money page requests in parallel
1-second interval: After each web_fetch East Money URL, wait at least 1 second
Failed retry: If the request fails, wait 2 seconds and retry once

Analysis process

Step 1: Simulate searching for stocks in the search box on the East Money homepage

Core principle: Simulate the user entering a stock name in the search box on the East Money homepage https://www.eastmoney.com/default.html to search.

Search method: The search box on the East Money homepage actually passes the keywords entered by the user through URL parameters to the search service, in the format:

https://so.eastmoney.com/Web/s?keyword={股票名称或代码}

Operation steps：

Use the web_fetch tool to access the search URL:https://so.eastmoney.com/Web/s?keyword={用户输入的股票名称或代码}
Find the matching stock entry from the search results
Extract the stock code and market identifier
Obtain the stock detail page URL

If the search is rate-limited：

Use the web_search tool to search "{stock name} stock code East Money" as an alternative
Or prompt the user to manually search on East Money and provide the stock code

Search examples for each market：

Market	User input	Search URL	Detail page URL
🇨🇳 A-shares	Kweichow Moutai	`keyword=贵州茅台`	`quote.eastmoney.com/sh600519.html`
🇨🇳 A-shares	CATL	`keyword=宁德时代`	`quote.eastmoney.com/sz300750.html`
🇭🇰 Hong Kong stocks	Tencent	`keyword=腾讯`	`quote.eastmoney.com/hk/00700.html`
🇺🇸 US stocks	Apple/AAPL	`keyword=AAPL`	`quote.eastmoney.com/us/AAPL.html`
🇺🇸 US stocks	Micron/MU	`keyword=MU`	`quote.eastmoney.com/us/MU.html`
🇺🇸 US stocks	Alibaba	`keyword=阿里巴巴`	`quote.eastmoney.com/us/BABA.html`

Step 2: Access the stock detail page to obtain basic information (core step!)

⚠️ Important: Current price, price change percentage, and other real-time market dataMust be obtained from East Money first! This is the most authoritative data source.

Based on the stock detail page URL obtained in Step 1, retrieve real-time market data.

🚀 Recommended approach: Use the Selenium script (can retrieve dynamic data)

Because East Money page data is loaded dynamically via JavaScript, it is recommended to use the Selenium script included with the skill to retrieve data:

# 港股示例
python scripts/fetch_stock.py 00700 --market hk --output json

# 美股示例  
python scripts/fetch_stock.py MU --market us --output json

# A股示例
python scripts/fetch_stock.py 600519 --market sh --output json

The script outputs in JSON format:

{
  "success": true,
  "code": "00700",
  "market": "HK",
  "data": {
    "name": "腾讯控股",
    "price": "512.000",
    "change": "-10.500",
    "change_percent": "-2.01%",
    "amount": "132.2亿",
    "market_cap": "4.662万亿",
    "pe": "25.67",
    "pb": "19.95",
    "turnover": "0.88%"
  },
  "source": "东方财富"
}

Script parameter descriptions:

Parameter	Description	Example
`code`	Stock code	`00700`, `MU`, `600519`
`--market` / `-m`	Market type	`hk`, `us`, `sh`, `sz`, `bj`, `auto`
`--output` / `-o`	Output format	`json`, `text`
`--timeout` / `-t`	Timeout (seconds)	`15`

Alternative approach: Use web_fetch (may not be able to retrieve dynamic data)

If the Selenium script is unavailable, you can use web_fetch to access the page, but note:

Page data is loaded dynamically via JS,web_fetch can only retrieve static HTML
Hong Kong stock/US stock pages may display "-" or empty values
Need to combine with web_search to supplement data

Data that must be obtained from East Money (highest priority)：

Data item	Importance	Retrieval method	Remarks
⭐ Current stock price	🔴 Core	Selenium script / East Money detail page	Must obtain; if failed, must be noted
⭐ Price change percentage	🔴 Core	Selenium script / East Money detail page	Must obtain; if failed, must be noted
⭐ Price change amount	🔴 Core	Selenium script / East Money detail page	Must obtain; if failed, must be noted
Volume	Medium	Selenium script / East Money detail page	-
Turnover	Medium	Selenium script / East Money detail page	-
High price, low price	Medium	Selenium script / East Money detail page	-
Opening price	Medium	Selenium script / East Money detail page	-
Turnover rate, volume ratio, amplitude	Medium	Selenium script / East Money detail page	-
Total market capitalization, circulating market capitalization	Medium	Selenium script / East Money detail page	-
PE、PB	Medium	Selenium script / East Money detail page	-

Detail page URL templates for each market：

Market	URL format	Example
A-shares - Shanghai	`https://quote.eastmoney.com/sh{代码}.html`	`sh600519.html`
A-shares - Shenzhen	`https://quote.eastmoney.com/sz{代码}.html`	`sz300750.html`
A-shares - Beijing Stock Exchange	`https://quote.eastmoney.com/bj{代码}.html`	`bj830799.html`
🇭🇰 Hong Kong stocks	`https://quote.eastmoney.com/hk/{代码}.html`	`hk/00700.html`
🇺🇸 US stocks	`https://quote.eastmoney.com/us/{代码}.html`	`us/MU.html`, `us/AAPL.html`

⚠️ Important: Hong Kong stocks use the /hk/ path, US stocks use the /us/ path! The old unify/r/116. and unify/r/105. paths are no longer valid or stable!

Data Retrieval Failure Handling：

If the East Money page fails to load or data retrieval is incomplete:

First, try using the Selenium script:python scripts/fetch_stock.py {代码} -m {市场}
Try retrying once (after waiting 2 seconds)
Use web_search Search "{stock name} real-time stock price today's market" as a fallback
The data source status must be noted in the final report(see the Data Source Tracking section for details)

Step 3: Retrieve Fundamental Data

You need to further drill down to access the following pages to retrieve detailed financial data:

Stock Profile Page (F10)：

https://emweb.securities.eastmoney.com/pc_hsf10/pages/index.html?type=web&code={市场代码}{股票代码}

Indicators to Retrieve：

Category	Indicators
Valuation Indicators	Price-to-Earnings ratio (PE-TTM/dynamic/static), Price-to-Book ratio (PB), Price-to-Sales ratio (PS)
Profitability	ROE (Return on Equity), gross margin, net margin, EPS (Earnings Per Share)
Growth Capability	Revenue year-over-year growth rate, net profit year-over-year growth rate, non-GAAP net profit growth rate
Financial Health	Debt-to-Asset ratio, current ratio, quick ratio, operating cash flow
Scale Indicators	Total market cap, float market cap, total share capital, float share capital

Drill-down pages：

Financial Analysis:#/cwfx
Company Overview:#/gsgk
Shareholder Research:#/gdyj

Step 4: Retrieve News Data

Visit the following pages to collect news and announcement information:

Company Announcements：

https://data.eastmoney.com/notices/stock/{股票代码}.html

Stock News(using the search function):

https://so.eastmoney.com/news/s?keyword={股票名称}

Research Reports：

https://data.eastmoney.com/report/stock/{股票代码}.html

Key Points to Watch：

Major announcements in the last 3 months (earnings forecasts, major contracts, shareholder changes, etc.)
Industry policies and trends
Institutional research report ratings and target prices
Market sentiment and hot topics

Step 5: Retrieve Capital Flow Data

Visit the following pages to analyze capital flow:

Main Capital Flow：

https://data.eastmoney.com/zjlx/{股票代码}.html

Data to Retrieve：

Indicator	Importance	Description
⭐Main Net Ratio	🔴 Core	Displayed directly on the page, e.g. "Main Net Ratio: 17.23%", no calculation needed
⭐Today's Main Net Inflow	🔴 Core	Net amount of main capital for the day
5-day/10-day/20-day Main Net Inflow	Medium	Medium- to long-term capital trend
Extra-large order net ratio, large order net ratio	Medium	Capital structure analysis
Medium order net ratio, small order net ratio	Low	Retail capital movement

⚠️ Key Focus：Main Net Ratiois the core indicator of the capital flow score, read directly from the "Real-time Capital Flow" section on the page, no need to calculate it yourself!

Page Location: To the right of the "Today's Main Net Inflow" value, displayed as a percentage (e.g., 17.23%)

Northbound Capital Holdings：

https://data.eastmoney.com/hsgtcg/stock.html?scode={股票代码}

Margin Trading and Securities Lending：

https://data.eastmoney.com/rzrq/detail/{股票代码}.html

Step 6: Technical Analysis Reference (Optional Drill-down)

Obtain technical indicators from the detail page for supporting judgment:

Indicators to watch：

Current price position relative to the 52-week high and low
Moving average system (5/10/20/60/120/250-day moving averages)
Support and resistance levels
Trading volume change trend
10-day gainand20-day gain(period gain/loss)

Methods for obtaining 10-day/20-day gains

⚠️ East Money web version and Tonghuashun web versionneither directly displays10-day and 20-day gain data. Tonghuashun only provides 5-day/3-month/1-year gains, and the East Money quote center supports 60-day and year-to-date gains, but the 10-day/20-day gains need to be calculated manually.

Calculation formula：

N日涨幅 = (当前收盘价 / N个交易日前收盘价 - 1) × 100%

Data acquisition methods(sorted by priority):

Method 1: Selenium script to obtain K-line data(recommended)
- Obtain the daily K-line data for the most recent 30 trading days from the East Money individual stock K-line page
- Take the closing prices from 10 and 20 trading days ago and substitute them into the formula for calculation
Method 2: East Money K-line API
```
https://push2his.eastmoney.com/api/qt/stock/kline/get?secid={市场代码}.{股票代码}&fields1=f1,f2,f3,f4,f5,f6&fields2=f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61&klt=101&fqt=1&end=20500101&lmt=25
```
- klt=101 represents daily K-line,lmt=25 obtains the most recent 25 trading days
- In the returned data, f51=date, f52=open price, f53=closing price
- Take the closing prices of the 11th-to-last entry (10 days ago) and the 21st-to-last entry (20 days ago) for calculation
Method 3: web_search supplement
- Search "{stock name} historical stock price in the last 20 days" to obtain recent price data
- Calculate the gain manually

Display of 10-day/20-day gains in the report：

Gain indicator	Value	Meaning	Signal judgment
10-day gain	{10-day gain}%	Short-term (about 2 weeks) stock price momentum	>10% short-term strong; <-10% short-term weak
20-day gain	{20-day gain}%	Medium-short-term (about 1 month) stock price trend	>20% medium-term strong; <-15% medium-term weak

Gain signal judgment criteria：

10-day gain	20-day gain	Comprehensive judgment
>15%	>25%	🔴 Short-term gain too large, beware of chasing highs
5%~15%	10%~25%	🟠 In an upward trend, watch sustainability
-5%~5%	-10%~10%	🟡 Consolidating, wait for direction selection
-15%~-5%	-25%~-10%	🟢 In a pullback, watch for a stabilization opportunity at support levels
<-15%	<-25%	⚫ Major pullback, watch for risk or oversold rebound opportunity

Technical score supplementary rules(impact of 10-day/20-day gains on the score):

Condition	Score adjustment	Description
10-day gain >5% and 20-day gain >10%	+1 point	Both short- and medium-term gains are rising, trend is improving
10-day gain <-10% or 20-day gain <-20%	-1 point	Short- or medium-term major pullback, trend is weakening
10-day gain >20%	-1 point (risk deduction)	Short-term gain too large, there is pullback risk

Step 6.5: M&A and restructuring analysis (conditional trigger)

⚠️ Trigger Conditions: When it is discovered that the company has an ongoing or recently announced merger, restructuring, or acquisition matter,this step must be executed。

Identify M&A Matters

In Step 4 (News Analysis), if the following keywords are found, M&A analysis is triggered:

Trigger Keywords	Examples
Acquisition, M&A, Restructuring	"Plans to acquire 100% equity of XX Company"
Major Asset Purchase	"Major Asset Purchase Report"
Tender Offer	"Initiates a full tender offer"
Merger, Absorption Merger	"Plans to merge with XX Company"
Strategic Investment, Equity Acquisition	"Plans to acquire XX% equity for XX billion yuan"
Backdoor Listing	"XX Company plans a backdoor listing"

Obtain M&A Target Data

Key data of the target company that needs to be obtained through search：

Use web_search to search for the following information:

搜索关键词：
1. "{收购标的名称} 营收 净利润 毛利率 财务数据"
2. "{收购标的名称} 估值 PE 行业"
3. "{收购方公司} 收购 {标的名称} 方案 对价 比例"
4. "{收购方公司} 并购 重组 进展 最新公告"

Target Company Data That Must Be Obtained：

Data Item	Importance	Description
⭐ Target Company Revenue	🔴 Core	Revenue for the most recent year/most recent period
⭐ Target Company Net Profit	🔴 Core	Net profit attributable to the parent for the most recent year/most recent period
⭐ Target Company Gross Margin	🔴 Core	Gross margin of the main business
⭐ Acquisition Ratio	🔴 Core	Proposed equity acquisition ratio (e.g., 100%, 51%, 30%, etc.)
⭐ Acquisition Consideration	🔴 Core	Total transaction amount
⭐ Share Price on Announcement Date	🔴 Core	Closing price on the day of the first acquisition announcement (used to calculate the increase since the announcement)
Target Company Valuation	High	Transaction valuation (appraised value)
Payment Method	High	Cash/share/mixed payment
Performance Commitment	High	Future performance committed by the target party (net profit commitment)
Target Industry	Medium	Industry and competitive position
M&A Progress Stage	Medium	Preliminary plan/draft/under review/completed
Goodwill Amount	Medium	Acquisition consideration - target net assets = goodwill

Obtain the Closing Price on the Announcement Date and Calculate the Increase Since the Announcement

Purpose: To intuitively show the market's actual reaction and the extent of share price changes after the M&A announcement is released.

Obtaining Method：

Determine the date of the first M&A announcement (e.g., the release date of the "Plans to acquire XX Company" announcement)
Use web_search to search "{company name} {announcement date} closing price share price" to obtain the closing price on the announcement date
Or look up the closing price for the corresponding date from East Money's historical K-line data

Calculation Formula：

公告日至今涨幅 = (当前股价 - 公告日收盘价) / 公告日收盘价 × 100%

Present in the report：

Add three new rows to the M&A overview table: "Announcement Date", "Closing Price on Announcement Date", "Gain Since Announcement"
When the gain is positive, mark it green (🟢); when the gain exceeds 50%, mark it orange (🟡 warning of overheating); when the gain exceeds 100%, mark it red (🔴 severe overheating)

M&A Valuation Calculation Model

Core Formula：

1. 并表后预期营收 = 收购方当前营收 + 标的营收 × 收购比例
2. 并表后预期净利润 = 收购方当前净利润 + 标的净利润 × 收购比例
3. 并表后预期毛利 = 收购方当前毛利 + 标的毛利 × 收购比例
4. 并表后预期毛利率 = 并表后预期毛利 / 并表后预期营收

5. 并表后预期EPS = 并表后预期净利润 / 并购后总股本
   （若为股份支付：并购后总股本 = 原总股本 + 增发股份数）
   （若为现金支付：并购后总股本 = 原总股本）

6. 基于行业PE的预期市值 = 并表后预期净利润 × 行业/可比公司PE
7. 基于当前PE的预期市值 = 并表后预期净利润 × 公司当前PE

8. 预期股价（行业PE法） = 预期市值（行业PE） / 并购后总股本
9. 预期股价（当前PE法） = 预期市值（当前PE） / 并购后总股本

10. 股价涨幅空间 = (预期股价 - 当前股价) / 当前股价 × 100%

Valuation Scenario Analysis(all three scenarios must be calculated simultaneously):

Scenario	PE Value	Description
🟢 Optimistic Scenario	Target industry high PE (75th percentile)	Good market sentiment, high target growth
🟡 Neutral Scenario	Target industry median PE (50th percentile)	Normal market environment
🔴 Conservative Scenario	Target industry low PE (25th percentile) or acquirer's current PE taken at the low end	Market downturn, integration risk

Performance Commitment Valuation Method(if there is a performance commitment):

承诺期预期利润 = 业绩承诺净利润（通常3年）
承诺期预期PE = 行业合理PE
承诺完成后预期市值 = 承诺净利润 × 承诺期PE

M&A Synergy Effect Assessment

Synergy Type	Assessment Points	Bonus/Penalty
Revenue Synergy	Whether the target's business is complementary to the acquirer's and whether cross-selling is possible	+1~+2 points
Cost Synergy	Whether management/procurement/operating costs can be reduced after the merger	+1 point
Technology Synergy	Whether the target possesses core technologies that the acquirer lacks	+1~+2 points
Industry Position	Whether market share/industry ranking improves after the merger	+1 point
Integration Risk	Cultural differences, management retention, customer churn risk	-1~-2 points
Goodwill Risk	The higher the goodwill/net assets ratio, the greater the risk	-1~-3 points
Payment Method Risk	Large proportion of cash payment → higher liabilities; large proportion of additional issuance → EPS dilution	-1~-2 points

Impact of M&A Analysis on Scoring

M&A analysis results need to adjust the original score:

Fundamental Score Adjustment：

Expected revenue growth after M&A > 30%: Fundamentals +1~+2 points
Expected net profit growth after M&A > 50%: Fundamentals +2 points
Gross margin improvement after M&A > 5 percentage points: Fundamentals +1 point
Goodwill/net assets > 50%: Fundamentals -1~-2 points
Target net profit is negative: Fundamentals -2 points

News Score Adjustment：

M&A receives regulatory approval/progresses smoothly: News +1~+2 points
M&A has uncertainty/risk of rejection: News -1~-2 points
There is a performance commitment and it is credible: News +1 point

M&A Analysis Output Requirements

In the final report, a separate "M&A and Restructuring Analysis" section needs to be added, including:

M&A Overview: Brief description of the transaction plan (target, consideration, proportion, payment method, announcement date, stock price on announcement date, gain since announcement)
Target Company Profile: Main business, revenue, net profit, gross margin, industry
Post-Consolidation Valuation Calculation: Detailed calculations under three scenarios (optimistic/neutral/conservative)
Stock Price Upside Potential: Expected upside range based on valuation calculation
Synergy Effect Assessment: List of positive/negative factors
M&A Risk Disclosure: Core risks such as goodwill, integration, and approval
Adjustment of M&A Matters to the Comprehensive Score: Clearly mark additions and deductions

Step 6.6: Abnormal Movement Monitoring Analysis (A-shares only)

⚠️ Scope of Application: Only applies to A-shares (Shanghai and Shenzhen Main Boards, ChiNext, STAR Market, Beijing Stock Exchange); this rule does not apply to Hong Kong stocks/U.S. stocks.

Core Value: Before an abnormal movement is triggered, the stock price usually stalls or even pulls back. By calculating the distance between the current deviation value and the abnormal movement threshold, it is possible to provide early warning of the "upside ceiling" and assist sell/take-profit decisions.

Core Concept of Abnormal Movement: Deviation Value

Abnormal movement determination is not simply the accumulation of price changes, but the calculation ofthe deviation value between the individual stock and the corresponding benchmark index, excluding the impact of overall market fluctuations.

Deviation Value Calculation Formula：

偏离值 = 个股区间涨跌幅 - 对应基准指数区间涨跌幅

Benchmark Index Comparison Table：

Board	Benchmark Index	Index Code
Shanghai Main Board (60xxxx)	Shanghai Composite Index	sh000001
Shenzhen Main Board (00xxxx)	Shenzhen Composite Index	sz399106
ChiNext (30xxxx)	ChiNext Composite Index	sz399102
STAR Market (688xxx)	STAR 50 Index	sh000688
Beijing Stock Exchange (8xxxxx/4xxxxx)	BSE 50 Index	bj899050

Criteria for Determining Abnormal Fluctuation (Ordinary Abnormal Movement)

Board	Statistical Period	Trigger Condition (cumulative deviation value of closing price change)	Special Circumstances
Shanghai and Shenzhen Main Boards	3 consecutive trading days	≥ ±20%	ST/*ST stocks are ≥ ±12%
ChiNext	3 consecutive trading days	≥ ±30%	-
STAR Market	3 consecutive trading days	≥ ±30%	-
Beijing Stock Exchange	Most recent 3 trading days with transactions	≥ ±40%	The statistical window shall not exceed 20 trading days

Supplementary Trigger Conditions for Shanghai and Shenzhen Main Boards (Turnover Rate Abnormal Movement)：

Within 3 consecutive trading days, the ratio of the average daily turnover rate to the average daily turnover rate of the previous 5 trading days reaches 30 times
And the cumulative turnover rate within these 3 trading days reaches 20%

Criteria for Determining Severe Abnormal Fluctuation

Trigger Scenario	Shanghai and Shenzhen Main Board Standards	ChiNext/STAR Market Standards
Frequency Trigger	Within 10 consecutive trading days, same-direction abnormal fluctuation occurs 4 times	Within 10 consecutive trading days, same-direction abnormal fluctuation occurs 3 times
Amplitude Trigger (10 days)	Cumulative deviation value ≥ +100% or ≤ -50%	Same as left
Amplitude Trigger (30 days)	Cumulative deviation ≥ +200% or ≤ -70%	Same as above

Data Acquisition Methods

Data to Be Acquired：

Data Item	Acquisition Method	Description
Closing prices of the individual stock over the most recent 3 trading days	K-line API / Selenium	Used to calculate the interval price change of the individual stock
Closing prices of the benchmark index over the most recent 3 trading days	K-line API	Used to calculate the interval price change of the index
Closing prices of the individual stock over the most recent 10/30 trading days	K-line API	Used to calculate severe abnormal fluctuation indicators
Closing prices of the benchmark index over the most recent 10/30 trading days	K-line API	Used to calculate severe abnormal fluctuation indicators
ST/*ST designation	East Money detail page / F10	Determine whether special thresholds apply
Daily turnover rate (most recent 8 trading days)	K-line API / detail page	Required only for Shanghai and Shenzhen main boards, used for turnover rate abnormal fluctuation determination

Acquire benchmark index data via K-line API：

# 上证指数
https://push2his.eastmoney.com/api/qt/stock/kline/get?secid=1.000001&fields1=f1,f2,f3,f4,f5,f6&fields2=f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61&klt=101&fqt=1&end=20500101&lmt=35

# 深证综指
https://push2his.eastmoney.com/api/qt/stock/kline/get?secid=0.399106&fields1=f1,f2,f3,f4,f5,f6&fields2=f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61&klt=101&fqt=1&end=20500101&lmt=35

# 创业板综指
https://push2his.eastmoney.com/api/qt/stock/kline/get?secid=0.399102&fields1=f1,f2,f3,f4,f5,f6&fields2=f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61&klt=101&fqt=1&end=20500101&lmt=35

# 科创50
https://push2his.eastmoney.com/api/qt/stock/kline/get?secid=1.000688&fields1=f1,f2,f3,f4,f5,f6&fields2=f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61&klt=101&fqt=1&end=20500101&lmt=35

Abnormal Fluctuation Analysis Calculation Process

Step 1: Determine the board and corresponding threshold

if 股票代码.startswith('60') → 沪深主板，阈值20%，基准=上证指数
elif 股票代码.startswith('00') → 沪深主板，阈值20%，基准=深证综指
elif 股票代码.startswith('30') → 创业板，阈值30%，基准=创业板综指
elif 股票代码.startswith('688') → 科创板，阈值30%，基准=科创50
elif 股票代码.startswith('8') or 股票代码.startswith('4') → 北交所，阈值40%，基准=北证50
如果是 ST/*ST 且为沪深主板 → 阈值改为12%

Step 2: Calculate the 3-day deviation

个股3日涨跌幅 = (今日收盘价 / 3个交易日前收盘价 - 1) × 100%
指数3日涨跌幅 = (今日指数收盘 / 3个交易日前指数收盘 - 1) × 100%
3日偏离值 = 个股3日涨跌幅 - 指数3日涨跌幅

Step 3: Calculate the abnormal fluctuation distance (core output)

异动阈值距离 = 板块阈值 - |当前3日偏离值|
异动触发进度 = |当前3日偏离值| / 板块阈值 × 100%

Step 4: Calculate the 10-day/30-day deviation (severe abnormal fluctuation indicators)

个股10日涨跌幅 = (今日收盘价 / 10个交易日前收盘价 - 1) × 100%
指数10日涨跌幅 = (今日指数收盘 / 10个交易日前指数收盘 - 1) × 100%
10日偏离值 = 个股10日涨跌幅 - 指数10日涨跌幅

30日偏离值同理

Abnormal Fluctuation Warning Levels

3-day deviation progress	Warning Level	Meaning	Suggestion
≥100%	🔴 Abnormal fluctuation triggered	Has reached the abnormal fluctuation standard	The company will issue an announcement; short-term stock price is highly likely to stall/pull back; taking profits is recommended
80%-99%	🟠 Approaching abnormal fluctuation	Only one step away from triggering abnormal fluctuation	Upside is extremely limited; strongly recommend reducing positions/taking profits
60%-79%	🟡 Abnormal fluctuation alert	Deviation is relatively large; close attention is needed	Watch the next day's movement; if it continues to rise sharply, abnormal fluctuation may be triggered
40%-59%	🟢 Mild deviation	Some deviation but still far from abnormal fluctuation	Hold normally; watch for the risk of accelerating gains
<40%	⚪ Safe range	Deviation is small; abnormal fluctuation risk is low	No need to worry about abnormal fluctuation restrictions

Severe abnormal fluctuation warning：

Indicator	Warning Condition	Description
10-day deviation	≥ +80% (only 20% from the +100% threshold)	Approaching the severe abnormal fluctuation upper limit
10-day deviation	≤ -40% (only 10% from the -50% threshold)	Approaching the severe abnormal fluctuation lower limit
30-day deviation	≥ +160% (only 40% from the +200% threshold)	Approaching the severe abnormal fluctuation upper limit
30-day deviation	≤ -56% (only 14% from the -70% threshold)	Approaching the severe abnormal fluctuation lower limit

Impact of Abnormal Fluctuation Analysis on Scoring

Technical Score Adjustment：

Condition	Score Adjustment	Description
3-day deviation progress ≥ 100% (triggered)	-2 points	Abnormal movement triggered, extremely high risk of short-term pullback
3-day deviation progress 80%-99% (approaching)	-1.5 points	Upside potential severely limited
3-day deviation progress 60%-79% (warning)	-1 point	Risk of triggering abnormal movement
10-day deviation ≥ +80% or ≤ -40%	-1 point (additional)	Approaching severe abnormal movement
30-day deviation ≥ +160% or ≤ -56%	-1 point (additional)	Approaching severe abnormal movement

Impact on investment recommendations：

Abnormal movement status	Adjustment to buy recommendation
🔴 Abnormal movement triggered	Clearly mark "not suitable for chasing gains in the short term"; entry price should be after the abnormal movement pullback
🟠 Approaching abnormal movement	Mark "upside potential limited"; target price should consider the abnormal movement ceiling
🟡 Abnormal movement warning	Mark "pay attention to abnormal movement risk"; take-profit level may be appropriately lowered

Abnormal movement analysis output requirements

After the technical analysis section in the report, add a "Abnormal Movement Monitoring" sub-section, including:

Sector information: sector, abnormal movement threshold, benchmark index, ST designation
3-day deviation analysis: stock 3-day change, index 3-day change, deviation, abnormal movement progress, warning level
Severe abnormal movement monitoring: 10-day/30-day deviation, distance to severe abnormal movement threshold
Abnormal movement ceiling estimate: based on the current deviation, estimate the maximum upside potential for the stock when abnormal movement is triggered
Regulatory measure reminders: explanations of information disclosure, trading suspension review, dragon-tiger list disclosure, etc. after triggering

Abnormal movement ceiling estimation formula：

剩余异动空间 = 板块阈值 - 当前3日偏离值
异动天花板价格 = 当前股价 × (1 + 剩余异动空间/100)
（注意：此为极端估算，实际中指数也会变动）

⚠️ Notes：

Stocks without price limit restrictions (first day of new stock listing, first day of resumption of listing, etc.) are not included in abnormal movement calculation

If the index fluctuates significantly, situations such as "stock hits limit up but abnormal movement is not triggered" or "stock does not hit limit up but abnormal movement is triggered" may occur

Abnormal movement analysis is for auxiliary reference and should not be the sole basis for selling

Step 7: Comprehensive analysis and recommendations

Conduct a comprehensive assessment based on all the above data:

Scoring system

Dimension	Weight	Assessment points
Fundamentals	35%	Whether PE/PB is reasonable, ROE level, growth, profitability, financial health
News	20%	Whether there are major positive/negative factors, industry policies, earnings expectations, institutional ratings
Capital flows	35%	Main force net ratio (core indicator), main force capital trends, northbound capital increases/decreases, margin balance trends
Technical	10%	Trend judgment, support and resistance levels, volume-price coordination

⚠️ Important notes: The weight of capital flow has been increased to 35%, among which "main force net ratio" is the core evaluation indicator, read directly from the East Money page (no calculation required), and can directly reflect the market's main force attitude for the day.

Scoring Criteria

Fundamental Scoring (out of 10 points)：

PE lower than industry average and ROE > 15%: +3 points
Net profit growth rate > 20%: +2 points
Gross margin > 30%: +2 points
Debt-to-asset ratio < 50%: +2 points
Healthy cash flow: +1 point

News Scoring (out of 10 points)：

Major positive announcement: +3 points
Institutional rating is Buy/Overweight: +2 points
Favorable industry policy: +2 points
No negative public opinion: +2 points
Positive performance expectations: +1 point

Capital Flow Scoring (out of 10 points)：

Indicator	Condition	Score	Description
⭐Main force net ratio	>10%	+4 points	Core indicator, read directly from the page, reflecting the main force attitude for the day
⭐Main force net ratio	5%-10%	+3 points	Main force clearly entering
⭐Main force net ratio	0%-5%	+2 points	Main force small inflow
⭐Main force net ratio	-5%-0%	+1 point	Main force small outflow
⭐Main force net ratio	<-5%	+0 points	Main force clear outflow
5-day main force net inflow	> 100 million	+2 points	Medium-term capital trend
Northbound capital	Increasing holdings	+2 points	Foreign capital attitude
Super-large order net inflow	Positive	+1 point	Institutional capital movement
Turnover rate	3%-8%	+1 point	Moderate trading activity

Main force net ratio data source：

页面：https://data.eastmoney.com/zjlx/{股票代码}.html
位置：实时资金流向区域 → "今日主力净流入"右侧
格式：如 "主力净比：17.23%"

✅ Read page data directly, no manual calculation required!

Interpretation of Capital Flow Scoring：

8-10 points: Main force strongly entering, short-term bullish
6-8 points: Main force moderately inflow, worth watching
4-6 points: Neutral capital flow, need to combine with other dimensions
2-4 points: Signs of main force outflow, cautious
0-2 points: Main force clearly withdrawing, avoid

Investment Recommendation Levels

Overall Score	Recommendation Level
8-10 points	Strongly Recommend
6-8 points	Recommend Buy
4-6 points	Wait and See
2-4 points	Operate Cautiously
0-2 points	Recommend Avoid

Buy and Sell Price Calculation

Buy Price：

Entry price: current price × 0.95-0.98 (enter on a 5%-2% pullback)
Add-on price: near support level or moving average support level

Target Price：

Refer to institutional target price
PE valuation method: reasonable PE × forecast EPS
Near resistance level

Stop-loss price：

Breaks below support level
Usually set at 92%-95% of the buy price

Step 8: Generate visualized HTML report (must be executed)

After the analysis is complete,a visualized HTML webpage report must be generatedand saved to the user's working directory.

HTML report requirements

File naming：{股票代码}_{股票名称}_分析报告_{日期}.html
- Example:603618_杭电股份_分析报告_20260226.html
Save location: the user's current working directory
Report content: consistent with the Markdown report content, but presented as a visualized webpage
Use template: use assets/report_template.html as the HTML template

HTML report features

📊 Visualized charts: use progress bars and gauges to display scores
🎨 Beautiful styling: modern UI design, responsive layout
📱 Print support: can be printed directly or exported to PDF
🔗 Interactive links: includes quick links to relevant East Money pages

Generation process

Read the assets/report_template.html template
Fill the analysis data into the template
Use the write_to_file tool to save the HTML file
Use the preview_url tool to preview in the browser (optional)

Output format

After the analysis is complete, reports need to be output in two formats:

1. Command-line output (Markdown format)

Output the complete investment analysis report according to the assets/report_template.md template format, including:

Basic information: stock code, name, industry, market cap, etc.
Fundamental analysis: valuation, profitability, growth, financial health
News analysis: announcements, news, research reports, public sentiment
Capital flow analysis: main capital, northbound capital, margin trading
Technical reference: price position, moving averages, support and resistance
Comprehensive investment recommendation: score, conclusion, buy price, target price, stop-loss price
Risk warning

2. Visualized webpage report (HTML format)

Use the assets/report_template.html template to generate a visualized webpage:

Generate and save the HTML file
Inform the user of the file save location
Provide a preview link (if feasible)

Drill-down strategy

During the analysis process, access each subpage in depth as needed:

登录引导 → 主页搜索 → 搜索结果页 → 股票详情页 → 下钻各数据页面 → 生成报告
                                        ↓
                        ┌───────────────┼───────────────┐
                        ↓               ↓               ↓
                    F10资料页      资金流向页      公告新闻页
                        ↓               ↓               ↓
                   财务分析        主力追踪         研究报告
                   股东研究        北向资金       
                   公司概况        融资融券
                                        ↓
                              ┌─────────┴─────────┐
                              ↓                   ↓
                        Markdown报告         HTML报告
                        (命令行输出)         (文件保存)

📊 Data source tracking (important!)

Why is data source tracking needed?

To ensure the transparency and credibility of the report,the source status of each data item must be displayed in the final report：

Users can clearly know which data comes from East Money (authoritative source)
Users can identify which data is supplemented through search engines
Users can understand which data failed to be obtained or was not obtained

Data source status definitions

Status	Identifier	Description
✅ East Money	`[东财]`	Successfully retrieved from Eastmoney
🔄 Search supplement	`[搜索]`	Eastmoney retrieval failed, supplemented via search engine
❌ Retrieval failed	`[失败]`	Unable to retrieve this data
⚪ Not referenced	`[未获取]`	Did not attempt to retrieve this data

Core data source requirements

The following datamust be preferentially retrieved from Eastmoney, and the source status must be indicated in the report:

Data item	Eastmoney URL	Priority
Current stock price	Detail page `quote.eastmoney.com`	🔴 Required
Change percentage/Change amount	Detail page	🔴 Required
Total market capitalization	Detail page	🔴 Required
PE/PB	Detail page	High
Turnover rate	Detail page	Medium
Main force net inflow	`data.eastmoney.com/zjlx/`	High
Main force net ratio	`data.eastmoney.com/zjlx/`	High
Financial indicators (ROE, etc.)	F10 information page	Medium
Announcements and news	Announcement/News page	Medium

Data source display format in the report

In both the HTML report and the Markdown report, a "Data Source Status" section must be added：

Example: Data source status table

## 📡 数据来源状态

| 数据项 | 来源 | 状态 |
|--------|------|------|
| 当前股价 | 东方财富 | ✅ 成功 |
| 涨跌幅 | 东方财富 | ✅ 成功 |
| 总市值 | 东方财富 | ✅ 成功 |
| PE/PB | 东方财富 | ✅ 成功 |
| 主力净流入 | 东方财富 | ✅ 成功 |
| 主力净比 | 东方财富 | ✅ 成功 |
| 财报数据 | 搜索引擎 | 🔄 补充 |
| 分析师目标价 | 搜索引擎 | 🔄 补充 |
| 机构持仓 | - | ❌ 失败 |

> 📊 数据完整度：80% | 东财数据占比：60%

Notes

Login priority: Before each analysis, first guide the user to log in to Eastmoney to avoid rate limiting
Search accuracy: If the stock name is ambiguous, multiple results may be returned, and it is necessary to confirm whether it is the stock the user wants
Data timeliness: Stock data changes in real time, and the analysis results are based on the data at the time of retrieval
Page access: Some pages may require multiple visits to retrieve complete data
Alternative plan: If access to Eastmoney is restricted, use web_search as a supplementary data source
Dual output: A Markdown report and an HTML report must both be output
Data source annotation: A data source status table must be displayed in the report so that users can clearly understand data reliability
Market code reference table：

Market	URL path format	Example URL
🇨🇳 A-shares - Shanghai Stock Exchange	`quote.eastmoney.com/sh{代码}.html`	`sh600519.html`
🇨🇳 A-shares - Shenzhen Stock Exchange	`quote.eastmoney.com/sz{代码}.html`	`sz300750.html`
🇨🇳 A-shares - Beijing Stock Exchange	`quote.eastmoney.com/bj{代码}.html`	`bj830799.html`
🇭🇰 Hong Kong stocks	`quote.eastmoney.com/hk/{代码}.html`	`hk/00700.html`
🇺🇸 US stocks	`quote.eastmoney.com/us/{代码}.html`	`us/MU.html`, `us/AAPL.html`

⚠️ Important: The old unify/r/116. (Hong Kong stocks) and unify/r/105. (US stocks) paths are no longer valid! Please use the new /hk/ and /us/ paths!

Special notes for Hong Kong and US stocks：
- Hong Kong stocksuse the quote.eastmoney.com/hk/{代码}.html path
- US stocksuse the quote.eastmoney.com/us/{代码}.html path
- Hong Kong and US stocks may not have a complete F10 profile page; use web_search to supplement fundamental data
- Hong Kong and US stock capital flow data may differ in format from A-shares and need to be handled flexibly
- US stock tickers are English letters (e.g., AAPL, MU, TSLA), while Hong Kong stocks are numbers (e.g., 00700)
Common US Stock Ticker Quick Reference：
- AAPL (Apple) / MSFT (Microsoft) / GOOGL (Google) / AMZN (Amazon)
- TSLA (Tesla) / NVDA (NVIDIA) / MU (Micron) / AMD (AMD)
- META (Meta) / NFLX (Netflix) / BABA (Alibaba) / PDD (Pinduoduo) / JD (JD.com)

Reference Materials

Detailed URL templates and data parsing guide:references/eastmoney_guide.md
Markdown report template:assets/report_template.md
HTML report template:assets/report_template.html