375 lines
16 KiB
Python
375 lines
16 KiB
Python
# -*- coding: utf-8 -*-
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"""
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金融分析报告模板库 v4.0
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6套预置 Markdown 模板，涵盖主流金融报告类型。
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每套模板包含：章节结构、图表占位符、数据表格模板、风险提示段、免责声明。
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模板列表：
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1. stock_research — 个股深度研报
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2. industry_analysis — 行业分析报告
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3. fund_evaluation — 基金评价报告
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4. institution_survey — 机构调研报告
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5. market_weekly — 市场周报
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6. announcement_brief — 公告解读
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"""
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from typing import Dict, List, Any, Optional
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from datetime import datetime
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# ==================== 模板定义 ====================
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class ReportTemplate:
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"""单套报告模板。"""
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def __init__(self, template_id: str, name: str, description: str,
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sections: List[Dict[str, Any]]):
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self.template_id = template_id
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self.name = name
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self.description = description
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self.sections = sections # [{title, type, required, placeholder}]
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def render_outline(self) -> str:
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"""渲染模板大纲。"""
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lines = [f"# {self.name}", f"", f"> {self.description}", ""]
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for i, sec in enumerate(self.sections, 1):
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required = " *必填*" if sec.get("required") else ""
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stype = f" [{sec.get('type', 'text')}]"
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lines.append(f"{i}. **{sec['title']}**{stype}{required}")
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if sec.get("placeholder"):
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lines.append(f" > {sec['placeholder']}")
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lines.append("")
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return '\n'.join(lines)
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def render(self, data: Dict[str, Any],
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title_override: str = "") -> str:
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"""
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渲染完整报告。
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Args:
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data: 报告数据字典，键对应 section title
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title_override: 自定义标题
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返回: Markdown 文本
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"""
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lines = []
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# 标题
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title = title_override or data.get("report_title") or self.name
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lines.append(f"# {title}")
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lines.append("")
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# 元信息栏
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meta_parts = []
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if data.get("report_date"):
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meta_parts.append(f"📅 {data['report_date']}")
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if data.get("author"):
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meta_parts.append(f"✍️ {data['author']}")
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if meta_parts:
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lines.append(" | ".join(meta_parts))
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lines.append("")
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lines.append("---")
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lines.append("")
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# 逐节渲染
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for sec in self.sections:
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sec_title = sec['title']
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sec_data = data.get(sec_title, data.get(sec_title.replace(' ', '_'), ""))
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lines.append(f"## {sec_title}")
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lines.append("")
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if isinstance(sec_data, str) and sec_data:
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lines.append(sec_data)
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elif isinstance(sec_data, list):
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for item in sec_data:
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if isinstance(item, str):
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lines.append(f"- {item}")
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elif isinstance(item, dict):
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k = item.get("key", "")
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v = item.get("value", "")
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lines.append(f"- **{k}**: {v}")
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elif isinstance(sec_data, dict):
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if sec.get('type') == 'table':
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lines.extend(self._render_table(sec_data))
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elif sec.get('type') == 'chart':
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lines.extend(self._render_chart_hint(sec_data))
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else:
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lines.append(str(sec_data))
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elif sec.get("placeholder"):
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lines.append(f"> *{sec['placeholder']}*")
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lines.append("")
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# 风险提示
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if data.get("risk_warning"):
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lines.append("## ⚠️ 风险提示")
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lines.append("")
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if isinstance(data["risk_warning"], list):
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for r in data["risk_warning"]:
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lines.append(f"- {r}")
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else:
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lines.append(str(data["risk_warning"]))
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lines.append("")
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# 免责声明
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lines.append("---")
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lines.append("## 📜 免责声明")
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lines.append("")
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lines.append("本报告由 cn-financial-scraper 自动生成，仅供研究参考，不构成投资建议。")
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lines.append(f"数据来源为公开信息，生成时间: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}。")
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lines.append("投资者据此操作，风险自担。")
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return '\n'.join(lines)
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def _render_table(self, data: Dict[str, Any]) -> List[str]:
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"""渲染表格。"""
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if not data:
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return ["> *暂无数据*"]
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headers = data.get("headers", [])
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rows = data.get("rows", [])
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if not headers:
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return ["> *暂无数据*"]
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lines = ["| " + " | ".join(str(h) for h in headers) + " |"]
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lines.append("| " + " | ".join("------" for _ in headers) + " |")
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for row in rows:
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if isinstance(row, dict):
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vals = [str(row.get(h, "")) for h in headers]
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elif isinstance(row, (list, tuple)):
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vals = [str(v) for v in row]
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else:
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vals = [str(row)]
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lines.append("| " + " | ".join(vals) + " |")
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return lines
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def _render_chart_hint(self, data: Dict[str, Any]) -> List[str]:
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"""渲染图表占位符。"""
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chart_type = data.get("chart_type", "bar")
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title = data.get("chart_title", "图表")
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return [
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f"```chart",
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f"type: {chart_type}",
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f"title: {title}",
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f"data: {data.get('data', {})}",
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f"```",
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f"*[图表: {title}]*",
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]
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# ==================== 6套标准模板 ====================
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TEMPLATES: Dict[str, ReportTemplate] = {}
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def _register(template_id: str, name: str, description: str,
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sections: List[Dict[str, Any]]):
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TEMPLATES[template_id] = ReportTemplate(template_id, name, description, sections)
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# --- 1. 个股深度研报 ---
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_register("stock_research", "个股深度研究报告", "对单只股票进行基本面、估值、技术面、机构观点的全面分析",
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[
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{"title": "公司概况", "type": "text", "required": True,
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"placeholder": "公司全称、股票代码、所属行业、主营业务、上市时间"},
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{"title": "核心财务数据", "type": "table", "required": True,
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"placeholder": "近3年营收/净利润/ROE/毛利率等关键指标对比"},
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{"title": "估值分析", "type": "text", "required": True,
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"placeholder": "PE/PB/PS 当前值 vs 历史分位 vs 行业均值"},
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{"title": "业务拆解", "type": "text", "required": False,
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"placeholder": "按业务板块拆分收入结构和增长驱动"},
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{"title": "技术面分析", "type": "chart", "required": False,
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"placeholder": "股价走势图、均线、MACD、成交量"},
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{"title": "盈利预测", "type": "table", "required": False,
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"placeholder": "未来2-3年营收/净利润一致预期"},
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{"title": "机构观点汇总", "type": "text", "required": False,
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"placeholder": "近3个月券商研报评级、目标价分布"},
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{"title": "同业对比", "type": "table", "required": False,
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"placeholder": "与同行业3-5家公司核心指标对比"},
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{"title": "投资建议", "type": "text", "required": True,
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"placeholder": "综合评级(买入/增持/中性/减持)、目标价、核心逻辑"},
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{"title": "催化剂与风险", "type": "text", "required": True,
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"placeholder": "短期催化剂事件 + 需关注的下行风险"},
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])
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# --- 2. 行业分析报告 ---
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_register("industry_analysis", "行业深度分析报告", "对某个行业进行全景分析，包括产业链、竞争格局、政策环境",
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[
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{"title": "行业概述", "type": "text", "required": True,
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"placeholder": "行业定义、分类、发展阶段、市场规模"},
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{"title": "产业链分析", "type": "text", "required": True,
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"placeholder": "上/中/下游结构、各环节代表公司、利润分布"},
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{"title": "竞争格局", "type": "text", "required": True,
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"placeholder": "市场集中度(CR5/CR10)、主要玩家市场份额"},
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{"title": "驱动因素", "type": "text", "required": True,
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"placeholder": "需求驱动、技术驱动、政策驱动"},
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{"title": "宏观环境", "type": "text", "required": False,
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"placeholder": "近2年重要宏观与行业环境变化及其影响分析"},
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{"title": "行业数据", "type": "table", "required": False,
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"placeholder": "行业规模、增速、利润率等关键数据"},
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{"title": "重点公司分析", "type": "text", "required": False,
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"placeholder": "3-5家代表性公司的竞争优势和风险"},
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{"title": "估值对比", "type": "table", "required": False,
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"placeholder": "行业平均估值 vs 重点公司估值"},
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{"title": "行业展望", "type": "text", "required": True,
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"placeholder": "未来3-5年发展趋势、机会与挑战"},
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{"title": "投资策略", "type": "text", "required": True,
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"placeholder": "行业配置建议、推荐标的、关注时点"},
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])
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# --- 3. 基金评价报告 ---
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_register("fund_evaluation", "基金综合评价报告", "对公募/私募基金进行多维评价，包括业绩、风险、持仓、经理分析",
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[
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{"title": "基金概况", "type": "text", "required": True,
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"placeholder": "基金全称、代码、类型、规模、成立时间、基金经理"},
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{"title": "业绩表现", "type": "table", "required": True,
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"placeholder": "近1月/3月/6月/1年/3年/成立以来收益率 + 同类排名"},
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{"title": "风险指标", "type": "table", "required": True,
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"placeholder": "波动率、最大回撤、夏普比率、信息比率"},
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{"title": "持仓分析", "type": "text", "required": False,
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"placeholder": "前十大持仓、行业分布、持仓集中度"},
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{"title": "资产配置", "type": "chart", "required": False,
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"placeholder": "股/债/现金配置比例变化"},
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{"title": "经理画像", "type": "text", "required": False,
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"placeholder": "基金经理从业年限、管理规模、投资风格、历史业绩"},
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{"title": "同类对比", "type": "table", "required": False,
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"placeholder": "与同类基金在收益/风险/费率维度对比"},
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{"title": "综合评价", "type": "text", "required": True,
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"placeholder": "综合评分、适合投资者类型、推荐意见"},
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])
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# --- 4. 机构调研报告 ---
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_register("institution_survey", "机构调研报告", "对金融机构的资质、业务、风险进行全面调研分析",
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[
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{"title": "机构概况", "type": "text", "required": True,
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"placeholder": "机构全称、类型、注册资本、成立时间、注册地"},
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{"title": "股东结构", "type": "text", "required": False,
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"placeholder": "主要股东及持股比例、实际控制人"},
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{"title": "业务分析", "type": "text", "required": True,
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"placeholder": "业务板块、收入结构、核心竞争优势"},
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{"title": "财务概览", "type": "table", "required": False,
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"placeholder": "近3年总资产/净资产/营收/净利润"},
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{"title": "监管信息", "type": "text", "required": False,
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"placeholder": "最近监管评级、处罚记录、合规状况"},
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{"title": "行业地位", "type": "text", "required": False,
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"placeholder": "在同类机构中的排名和市场份额"},
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{"title": "风险提示", "type": "text", "required": True,
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"placeholder": "信用风险、流动性风险、操作风险等"},
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{"title": "调研结论", "type": "text", "required": True,
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"placeholder": "综合评价、合作建议、关注要点"},
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])
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# --- 5. 市场周报 ---
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_register("market_weekly", "市场周度观察报告", "对一周A股/港股/海外市场进行全面复盘与展望",
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[
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{"title": "市场综述", "type": "text", "required": True,
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"placeholder": "本周上证/深成指/创业板/恒生指数涨跌幅、日均成交额"},
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{"title": "板块轮动", "type": "table", "required": True,
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"placeholder": "本周涨幅前5和后5板块、资金流向"},
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{"title": "个股扫描", "type": "text", "required": False,
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"placeholder": "周涨幅/跌幅最大个股、创历史新高/新低个股"},
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{"title": "资金面", "type": "text", "required": False,
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"placeholder": "北向资金/南向资金/融资余额变化"},
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{"title": "估值温度", "type": "chart", "required": False,
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"placeholder": "主要指数 PE/PB 当前值 & 历史分位"},
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{"title": "要闻回顾", "type": "text", "required": True,
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"placeholder": "本周重要财经事件(3-5条)及市场影响简评"},
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{"title": "机构观点", "type": "text", "required": False,
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"placeholder": "本周主要券商/基金观点摘要"},
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{"title": "下周展望", "type": "text", "required": True,
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"placeholder": "下周关注事件、配置建议、风险提示"},
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])
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# --- 6. 公告解读 ---
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_register("announcement_brief", "上市公司公告解读", "对上市公司重大公告进行要点解读和影响分析",
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[
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{"title": "公告摘要", "type": "text", "required": True,
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"placeholder": "公告标题、发布日期、公告类型、核心内容一句话总结"},
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{"title": "公告全文要点", "type": "text", "required": True,
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"placeholder": "逐条提取公告中的关键信息"},
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{"title": "财务影响", "type": "table", "required": False,
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"placeholder": "对营收/利润/资产/负债的预期影响"},
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{"title": "历史参考", "type": "text", "required": False,
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"placeholder": "同类公告的历史市场反应和数据对比"},
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{"title": "市场预期", "type": "text", "required": False,
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"placeholder": "市场一致预期 vs 公告实际情况"},
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{"title": "投资影响", "type": "text", "required": True,
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"placeholder": "对股价/估值的短期和长期影响判断"},
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{"title": "后续关注", "type": "text", "required": False,
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"placeholder": "需要持续跟踪的后续事件和时间节点"},
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])
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# ==================== API ====================
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def get_template(template_id: str) -> Optional[ReportTemplate]:
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"""获取指定模板。"""
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return TEMPLATES.get(template_id)
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def list_templates() -> List[Dict[str, str]]:
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"""列出所有可用模板。"""
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return [
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{"id": t.template_id, "name": t.name, "description": t.description}
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for t in TEMPLATES.values()
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]
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def render_template(template_id: str, data: Dict[str, Any],
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title: str = "") -> str:
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"""渲染指定模板为 Markdown。"""
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template = get_template(template_id)
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if not template:
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return f"# 错误\n\n未知模板: {template_id}\n\n可用模板: {', '.join(TEMPLATES.keys())}"
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return template.render(data, title_override=title)
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def get_template_outline(template_id: str) -> str:
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"""获取模板大纲。"""
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template = get_template(template_id)
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if not template:
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return f"未知模板: {template_id}"
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return template.render_outline()
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# ==================== CLI 入口 ====================
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if __name__ == "__main__":
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import sys
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if len(sys.argv) < 2:
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print("金融分析报告模板库 v4.0")
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print("\n可用模板:")
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for t in TEMPLATES.values():
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print(f" {t.template_id:<25} — {t.name}")
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print("\n用法:")
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print(" python report_templates.py list — 列出模板")
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print(" python report_templates.py outline <id> — 显示模板大纲")
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sys.exit(1)
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cmd = sys.argv[1]
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if cmd == "list":
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for t_info in list_templates():
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print(f"\n### {t_info['name']} (`{t_info['id']}`)")
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print(f"> {t_info['description']}")
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template = get_template(t_info['id'])
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if template:
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print(f" 章节数: {len(template.sections)}")
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for sec in template.sections:
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req = " [必填]" if sec.get("required") else ""
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print(f" - {sec['title']} ({sec['type']}){req}")
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elif cmd == "outline":
|
|
if len(sys.argv) < 3:
|
|
print("请提供模板ID")
|
|
sys.exit(1)
|
|
outline = get_template_outline(sys.argv[2])
|
|
print(outline)
|
|
|
|
else:
|
|
print(f"未知命令: {cmd}")
|