a65adcc2e5
Sources: extracted from two upstream archives (skill-repo, skills-main),
merged with the following policy:
- 15 broken symlinks (pointing to /Users/jameslee/.cc-switch/skills or
../../.agents/skills on a foreign machine) discarded
- 3 real name collisions with identical content (ai-pair, ifind-http-api,
zhipu-websearch) kept as one copy
- Functional overlaps deduped keeping the strongest variant:
- docx family: kept docx (official, full toolchain) + docx-cn
(GB/T 9704 Chinese official-document constants),
dropped docx_writer (no scripts, name collided with docx)
- humanizer family: kept humanizer-zh (6 zh reference docs),
dropped humanizer (en, redundant for CN workflow)
- Skills that only ran in a foreign environment removed:
ablemind-ops, app-publish, hlb-design-system, openclaw-adj-skill,
claude-driver
- alphapai excluded from this public repo because its SKILL.md hard-coded
live credentials
Result: 25 skills, 572 files, ~7.5 MB.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
314 lines
12 KiB
Python
314 lines
12 KiB
Python
"""
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金融研究报告生成器
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整合数据获取、分析和文档生成功能，一键生成完整报告
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"""
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import sys
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import argparse
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from datetime import datetime, timedelta
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from pathlib import Path
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from typing import Optional
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# 添加脚本目录到路径
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sys.path.insert(0, str(Path(__file__).parent))
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from docx import Document
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from docx.shared import Pt
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from docx.enum.text import WD_ALIGN_PARAGRAPH
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from data_fetcher import WindDataFetcher, fetch_stock_report_data
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from document_formatter import create_formatted_document, GBT9704Formatter
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from analysis_engine import perform_comprehensive_analysis
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class ReportGenerator:
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"""
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金融研究报告生成器
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"""
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def __init__(self):
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self.doc = None
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self.formatter = None
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self.analysis_results = None
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def generate_report(self,
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stock_code: str,
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stock_name: str = None,
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organization: str = "某某证券研究所",
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author: str = "",
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include_cover: bool = True,
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output_path: str = None) -> str:
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"""
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生成完整的投资研究报告
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Args:
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stock_code: 股票代码，如 '300866.SZ'
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stock_name: 股票名称（如不提供则自动获取）
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organization: 研究机构名称
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author: 分析师姓名
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include_cover: 是否包含封面
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output_path: 输出文件路径
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Returns:
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生成的文件路径
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"""
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print(f"开始生成 {stock_code} 的投资研究报告...")
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# 1. 获取数据
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print("正在获取股票数据...")
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try:
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price_df, financial_data = fetch_stock_report_data(stock_code, days_back=90, weekly=True)
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except Exception as e:
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print(f"数据获取失败: {e}")
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raise
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# 如果未提供股票名称，从财务数据获取
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if stock_name is None:
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stock_name = financial_data.get('sec_name', stock_code)
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print(f"获取到 {len(price_df)} 条周线数据")
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# 2. 执行分析
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print("正在执行投资分析...")
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current_price = price_df['close'].iloc[-1]
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self.analysis_results = perform_comprehensive_analysis(
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price_df, financial_data, current_price
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)
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# 3. 创建文档
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print("正在生成Word文档...")
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self.doc, self.formatter = create_formatted_document()
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# 4. 添加封面（可选）
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if include_cover:
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self._add_cover_page(stock_name, organization)
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# 5. 添加免责声明
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self._add_disclaimer()
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# 6. 添加核心提要
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self._add_core_summary(stock_name)
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# 7. 添加投资评级
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self._add_investment_rating(stock_name, current_price)
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# 8. 添加核心观点
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self._add_core_views()
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# 9. 添加市场表现回顾
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self._add_market_review(price_df)
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# 10. 添加页脚
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self.formatter.add_page_number_footer()
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# 11. 保存文档
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if output_path is None:
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date_str = datetime.now().strftime('%Y%m%d')
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output_path = f"{stock_name}_{stock_code.replace('.', '_')}_研究报告_{date_str}.docx"
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self.doc.save(output_path)
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print(f"报告已保存: {output_path}")
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return output_path
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def _add_cover_page(self, stock_name: str, organization: str):
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"""添加封面页"""
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date_str = datetime.now().strftime('%Y年%m月%d日')
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self.formatter.add_cover_page(
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title=f"{stock_name}投资研究报告",
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organization=organization,
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date_str=date_str
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)
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def _add_disclaimer(self):
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"""添加免责声明"""
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self.formatter.add_heading('免责声明', level=1)
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self.formatter.add_paragraph(
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"本报告所载资料的来源及观点皆为公开信息，但并不能保证其准确性和完整性。本报告仅供参考，"
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"不构成任何投资建议或承诺，投资者应审慎决策，独立判断，自行承担投资风险。"
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)
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self.formatter.add_paragraph(
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"本报告版权归本公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制、刊登、"
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"发表或引用。如征得本公司同意进行引用、刊发的，需在允许的范围内使用，并注明出处为"
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"'某某证券研究所'，且不得对本报告进行任何有悖原意的引用、删节和修改。"
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)
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def _add_core_summary(self, stock_name: str):
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"""添加核心提要"""
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self.formatter.add_heading('核心提要', level=1)
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summary_points = self.analysis_results['summary_points']
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for i, point in enumerate(summary_points, 1):
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# 添加项目符号
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paragraph = self.doc.add_paragraph()
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run = paragraph.add_run(f"{i}. {point}")
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self.formatter.set_font(run, '仿宋', 14)
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paragraph.paragraph_format.line_spacing = Pt(28)
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paragraph.paragraph_format.line_spacing_rule = 2
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paragraph.paragraph_format.space_before = Pt(0)
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paragraph.paragraph_format.space_after = Pt(0)
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def _add_investment_rating(self, stock_name: str, current_price: float):
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"""添加投资评级"""
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self.formatter.add_heading('一、投资评级', level=1)
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# 表格数据
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recommendation = self.analysis_results['recommendation']
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data = [[
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recommendation.rating.value,
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f"{recommendation.target_price:.2f}元",
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(datetime.now() + timedelta(days=365)).strftime('%Y年%m月%d日'),
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recommendation.risk_level.value
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]]
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self.formatter.add_three_line_table(
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data,
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['投资建议', '目标价格', '有效期', '风险等级'],
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font_name='仿宋',
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size=12
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)
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# 添加说明文字
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self.formatter.add_paragraph(
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f"当前股价：{current_price:.2f}元。"
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f"目标价较当前价格{'上涨' if recommendation.target_price > current_price else '下跌'}"
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f"{abs((recommendation.target_price / current_price - 1) * 100):.2f}%。"
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)
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def _add_core_views(self):
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"""添加核心观点"""
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self.formatter.add_heading('二、核心观点', level=1)
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# 基本面分析
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fundamental = self.analysis_results['fundamental']
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self.formatter.add_heading('（一）基本面分析', level=2)
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self.formatter.add_paragraph(
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f"1. 盈利能力：公司最新净资产收益率（ROE）为{fundamental.roe}%，"
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f"{fundamental.roe_comment}。"
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)
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self.formatter.add_paragraph(
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f"2. 估值水平：当前市盈率（TTM）为{fundamental.pe_ttm}倍，"
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f"市净率（LF）为{fundamental.pb_lf}倍。{fundamental.valuation_comment}。"
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)
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self.formatter.add_paragraph(f"3. 结论：{fundamental.fundamental_summary}")
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# 技术面分析
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technical = self.analysis_results['technical']
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self.formatter.add_heading('（二）技术面分析', level=2)
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self.formatter.add_paragraph(
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f"1. 价格趋势：近期股价呈现{technical.trend}态势，"
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f"{technical.ma_status}。"
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)
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self.formatter.add_paragraph(
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f"2. 支撑与阻力：近期支撑位{technical.support_level}元，"
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f"阻力位{technical.resistance_level}元。"
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)
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self.formatter.add_paragraph(
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f"3. 波动率：近期年化波动率为{technical.volatility}%，"
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f"{'属于高波动品种' if technical.volatility > 40 else '波动适中' if technical.volatility > 25 else '波动较低'}。"
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)
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# 投资建议
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recommendation = self.analysis_results['recommendation']
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self.formatter.add_heading('（三）投资建议', level=2)
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self.formatter.add_paragraph(recommendation.recommendation_text)
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self.formatter.add_paragraph("主要投资逻辑：")
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for factor in recommendation.key_factors:
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paragraph = self.doc.add_paragraph()
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run = paragraph.add_run(f"• {factor}")
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self.formatter.set_font(run, '仿宋', 14)
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paragraph.paragraph_format.line_spacing = Pt(28)
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paragraph.paragraph_format.line_spacing_rule = 2
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paragraph.paragraph_format.first_line_indent = Pt(28)
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def _add_market_review(self, price_df):
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"""添加市场表现回顾"""
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self.formatter.add_heading('三、市场表现回顾', level=1)
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# 价格走势分析
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self.formatter.add_heading('（一）价格走势分析', level=2)
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price_stats = self.analysis_results['price_stats']
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self.formatter.add_paragraph(
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f"近期股价最高达到{price_stats['highest_price']}元，"
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f"最低下探至{price_stats['lowest_price']}元，"
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f"区间累计涨跌幅为{price_stats['total_change']:.2f}%。"
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f"最新收盘价为{price_stats['latest_price']}元，"
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f"区间平均价格为{price_stats['avg_price']}元。"
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)
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# K线数据表
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self.formatter.add_heading('（二）K线数据', level=2)
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# 准备表格数据（最近13周）
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recent_data = price_df.tail(13).copy()
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table_data = []
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for _, row in recent_data.iterrows():
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date_str = row['date'].strftime('%Y-%m-%d') if hasattr(row['date'], 'strftime') else str(row['date'])[:10]
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table_data.append([
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date_str,
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f"{row['open']:.2f}",
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f"{row['high']:.2f}",
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f"{row['low']:.2f}",
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f"{row['close']:.2f}",
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f"{row.get('pct_chg', 0):.2f}%",
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f"{row.get('volume', 0) / 10000:.0f}"
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])
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self.formatter.add_three_line_table(
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table_data,
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['日期', '开盘价', '最高价', '最低价', '收盘价', '涨跌幅', '成交量(万股)'],
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font_name='仿宋',
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size=12
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)
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# 数据来源
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self.formatter.add_data_source_footnote()
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def main():
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"""主函数"""
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parser = argparse.ArgumentParser(description='生成金融投资研究报告')
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parser.add_argument('stock_code', help='股票代码，如 300866.SZ 或 000001')
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parser.add_argument('--name', '-n', help='股票名称')
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parser.add_argument('--org', '-o', default='某某证券研究所', help='研究机构名称')
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parser.add_argument('--author', '-a', default='', help='分析师姓名')
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parser.add_argument('--no-cover', action='store_true', help='不包含封面')
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parser.add_argument('--output', '-p', help='输出文件路径')
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args = parser.parse_args()
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# 标准化股票代码
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stock_code = args.stock_code
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if '.' not in stock_code:
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if stock_code.startswith('6'):
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stock_code = f"{stock_code}.SH"
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else:
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stock_code = f"{stock_code}.SZ"
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generator = ReportGenerator()
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try:
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output_path = generator.generate_report(
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stock_code=stock_code,
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stock_name=args.name,
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organization=args.org,
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author=args.author,
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include_cover=not args.no_cover,
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output_path=args.output
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)
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print(f"\n报告生成成功: {output_path}")
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except Exception as e:
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print(f"\n报告生成失败: {e}")
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import traceback
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traceback.print_exc()
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sys.exit(1)
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if __name__ == '__main__':
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main()
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