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>
413 lines
17 KiB
Python
413 lines
17 KiB
Python
#!/usr/bin/env python3
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"""安克创新 (300866.SZ) 走势情况与竞争壁垒分析报告"""
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import sys
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from pathlib import Path
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sys.path.insert(0, str(Path(__file__).resolve().parent.parent))
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import pandas as pd
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from ppt_station.composer import PageComposer
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from ppt_station.chart_builder import create_combo_chart
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from ppt_station.chart_builder.styles import StyleConfig
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from ppt_station.chart_builder.layout import (
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ChartLayoutConfig, LegendConfig, ValueAxisConfig, CategoryAxisConfig,
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)
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from ppt_station.chart_builder.date_axis import MONTHLY_TICKS, WEEKLY_TICKS
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from pptx.util import Inches, Pt, Emu
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from pptx.dml.color import RGBColor
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OUTPUT_DIR = Path(__file__).resolve().parent.parent.parent / "output" / "anker_report"
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OUTPUT_DIR.mkdir(parents=True, exist_ok=True)
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THEME = "tech_blue"
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# ============================================================================
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# 数据准备
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# ============================================================================
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# 日线数据
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daily_df = pd.read_csv("/tmp/anker_daily.csv")
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daily_df["trade_date"] = pd.to_datetime(daily_df["trade_date"], format="%Y%m%d")
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daily_df = daily_df.sort_values("trade_date").reset_index(drop=True)
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# --- 股价走势图数据 (月度) ---
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daily_df["month"] = daily_df["trade_date"].dt.to_period("M")
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monthly = daily_df.groupby("month").agg(
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close=("close", "last"),
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vol=("vol", "sum"),
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high=("high", "max"),
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low=("low", "min"),
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).reset_index()
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monthly["日期"] = monthly["month"].dt.to_timestamp()
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monthly["收盘价"] = monthly["close"]
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monthly["成交量(万手)"] = monthly["vol"] / 10000
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price_df = monthly[["日期", "收盘价", "成交量(万手)"]].copy()
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# --- 累计收益率 ---
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start_price = daily_df["close"].iloc[0]
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daily_df["累计收益率"] = (daily_df["close"] / start_price - 1)
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# 同期创业板指（简化：用 pct_chg 模拟基准）
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daily_df["基准累计"] = (1 + daily_df["pct_chg"] / 100 * 0.3).cumprod() - 1 # 模拟基准
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monthly_ret = daily_df.groupby("month").agg(
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累计收益率=("累计收益率", "last"),
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).reset_index()
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monthly_ret["日期"] = monthly_ret["month"].dt.to_timestamp()
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return_df = monthly_ret[["日期", "累计收益率"]].copy()
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# --- 财务数据 ---
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revenue_data = {
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"年度": ["2022", "2023", "2024"],
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"营业收入(亿元)": [142.51, 175.07, 247.10],
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"净利润(亿元)": [11.43, 16.15, 21.14],
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}
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revenue_df = pd.DataFrame(revenue_data)
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margin_data = {
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"年度": ["2022", "2023", "2024"],
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"毛利率": [0.4354, 0.4354, 0.4367],
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"净利率": [0.0802, 0.0968, 0.0895],
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"ROE": [0.1800, 0.2176, 0.2494],
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}
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margin_df = pd.DataFrame(margin_data)
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# --- 费用结构 ---
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expense_data = {
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"年度": ["2022", "2023", "2024"],
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"销售费用率": [0.2062, 0.2220, 0.2254],
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"管理费用率": [0.0327, 0.0333, 0.0352],
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"研发费用率": [0.0758, 0.0808, 0.0853],
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}
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expense_df = pd.DataFrame(expense_data)
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# ============================================================================
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# 生成 PPT
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# ============================================================================
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composer = PageComposer(theme=THEME)
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# ── Page 1: 标题页 ──
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composer.add_page("title_dark", {
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"title": "安克创新 (300866.SZ)",
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"subtitle": "走势情况与竞争壁垒分析报告\n2026年2月",
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})
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# ── Page 2: 公司概览 ──
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composer.add_page("kpi_cards", {
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"title": "公司概览 — 全球智能硬件领军企业",
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"cards": [
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{"label": "2024 营收", "value": "247.1亿", "change": "+41.1%"},
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{"label": "2024 净利润", "value": "21.1亿", "change": "+30.9%"},
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{"label": "ROE", "value": "24.9%", "change": "+3.2pct"},
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{"label": "研发投入", "value": "21.1亿", "change": "占收入8.5%"},
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],
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})
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# ── Page 3: 业务矩阵 ──
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composer.add_page("bullet_points", {
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"title": "三大品牌矩阵 — 从充电到智能生态",
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"items": [
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{
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"icon": "⚡",
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"label": "Anker 充电品牌",
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"desc": "全球充电行业领导者。首创 GaN 氮化镓快充技术，PowerIQ 全兼容快充协议。阳台光储新品类开创者。Amazon 充电品类长期 #1。",
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},
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{
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"icon": "🏠",
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"label": "eufy 智能家居",
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"desc": "HomeBase 本地存储基站安防方案，SolarPlus 太阳能永久续航。智能安防/扫地机/智能门锁全线布局。北美安防摄像头市占率 Top 3。",
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},
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{
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"icon": "🎧",
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"label": "soundcore 声阔",
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"desc": "ACAA 同轴圈铁声学架构，Liberty 系列 TWS 耳机。Space One 头戴降噪耳机全球畅销。真无线耳机全球出货量 Top 5。",
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},
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],
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})
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# ── Page 4: 章节分隔 ──
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composer.add_page("section_divider", {
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"title": "走势分析",
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"number": "01",
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})
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def _chart_title(slide, theme, title_text):
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"""添加标题 + 装饰线（复用 chart 布局的模式）"""
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from ppt_station.composer.helpers import add_text, add_rect
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m = theme["margin"]
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sw = 13.333
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add_text(slide, title_text,
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x=m, y=0.3, w=sw - 2 * m, h=0.5,
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font_size=theme["title_size"] - 2, color=theme["text_dark"],
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bold=True, font_name=theme["header_font"])
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add_rect(slide, m, 0.9, 2.0, 0.04, fill=theme["accent"])
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# ── Page 5: 股价走势 ──
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def render_price_chart(slide, theme):
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"""股价走势 + 成交量"""
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_chart_title(slide, theme, "股价走势（2024.01 - 2026.02）")
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chart_style = StyleConfig(color_scheme="tech_blue", line_width_pt=2.0, marker_style="none")
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chart_layout = ChartLayoutConfig(
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title=None,
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legend_config=LegendConfig(position=LegendConfig.TOP, font_size_pt=9, font_name="黑体"),
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value_axis_config=ValueAxisConfig(number_format="#,##0.00", font_name="黑体", font_size_pt=9),
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secondary_value_axis_config=ValueAxisConfig(number_format="#,##0", font_name="黑体", font_size_pt=9),
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category_axis_config=CategoryAxisConfig(font_name="黑体", font_size_pt=9),
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date_axis_config=MONTHLY_TICKS,
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)
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series_config = [
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{"key": "成交量(万手)", "name": "成交量(万手)", "type": "bar", "axis": "secondary"},
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{"key": "收盘价", "name": "收盘价", "type": "line", "axis": "primary"},
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]
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create_combo_chart(
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slide, price_df, categories_col="日期",
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series_config=series_config,
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style_config=chart_style,
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layout_config=chart_layout,
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position=(Inches(0.6), Inches(1.3)),
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size=(Inches(12.133), Inches(5.5)),
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)
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composer.add_custom_page(render_price_chart)
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# ── Page 6: 累计收益率 ──
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def render_return_chart(slide, theme):
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_chart_title(slide, theme, "累计收益率（基期: 2024年1月）")
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chart_style = StyleConfig(color_scheme="tech_blue", line_width_pt=2.5, marker_style="none")
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chart_layout = ChartLayoutConfig(
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title=None,
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legend_config=LegendConfig(position=LegendConfig.TOP, font_size_pt=9, font_name="黑体"),
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value_axis_config=ValueAxisConfig(number_format="0%", font_name="黑体", font_size_pt=9),
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category_axis_config=CategoryAxisConfig(font_name="黑体", font_size_pt=9),
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date_axis_config=MONTHLY_TICKS,
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)
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series_config = [
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{"key": "累计收益率", "name": "累计收益率", "type": "area", "axis": "primary"},
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]
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create_combo_chart(
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slide, return_df, categories_col="日期",
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series_config=series_config,
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style_config=chart_style,
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layout_config=chart_layout,
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position=(Inches(0.6), Inches(1.3)),
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size=(Inches(12.133), Inches(5.5)),
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)
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composer.add_custom_page(render_return_chart)
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# ── Page 7: 量化风险指标 ──
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composer.add_page("kpi_cards", {
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"title": "量化风险指标（2024.01 - 2026.02）",
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"cards": [
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{"label": "累计收益率", "value": "+29.1%", "change": "年化 +13.6%"},
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{"label": "最大回撤", "value": "-48.6%", "change": "高波动"},
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{"label": "年化波动率", "value": "50.6%", "change": "高于市场"},
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{"label": "夏普比率", "value": "0.09", "change": "风险调整偏低"},
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],
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})
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# ── Page 8: 章节分隔 ──
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composer.add_page("section_divider", {
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"title": "财务分析",
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"number": "02",
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})
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# ── Page 9: 营收与利润 ──
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def render_revenue_chart(slide, theme):
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_chart_title(slide, theme, "营收与净利润增长趋势（2022-2024）")
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chart_style = StyleConfig(color_scheme="tech_blue", line_width_pt=2.5, marker_style="circle")
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chart_layout = ChartLayoutConfig(
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title=None,
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legend_config=LegendConfig(position=LegendConfig.TOP, font_size_pt=9, font_name="黑体"),
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value_axis_config=ValueAxisConfig(number_format="#,##0.0", font_name="黑体", font_size_pt=9),
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secondary_value_axis_config=ValueAxisConfig(number_format="#,##0.0", font_name="黑体", font_size_pt=9),
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)
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series_config = [
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{"key": "营业收入(亿元)", "name": "营业收入(亿元)", "type": "bar", "axis": "primary"},
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{"key": "净利润(亿元)", "name": "净利润(亿元)", "type": "line", "axis": "secondary"},
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]
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create_combo_chart(
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slide, revenue_df, categories_col="年度",
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series_config=series_config,
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style_config=chart_style,
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layout_config=chart_layout,
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position=(Inches(0.6), Inches(1.3)),
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size=(Inches(12.133), Inches(5.5)),
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)
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composer.add_custom_page(render_revenue_chart)
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# ── Page 10: 利润率趋势 ──
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def render_margin_chart(slide, theme):
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_chart_title(slide, theme, "盈利能力指标趋势（2022-2024）")
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chart_style = StyleConfig(color_scheme="tech_blue", line_width_pt=2.5, marker_style="circle")
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chart_layout = ChartLayoutConfig(
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title=None,
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legend_config=LegendConfig(position=LegendConfig.TOP, font_size_pt=9, font_name="黑体"),
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value_axis_config=ValueAxisConfig(number_format="0%", font_name="黑体", font_size_pt=9),
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)
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series_config = [
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{"key": "毛利率", "name": "毛利率", "type": "line", "axis": "primary"},
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{"key": "净利率", "name": "净利率", "type": "line", "axis": "primary"},
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{"key": "ROE", "name": "ROE", "type": "line", "axis": "primary"},
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]
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create_combo_chart(
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slide, margin_df, categories_col="年度",
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series_config=series_config,
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style_config=chart_style,
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layout_config=chart_layout,
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position=(Inches(0.6), Inches(1.3)),
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size=(Inches(12.133), Inches(5.5)),
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)
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composer.add_custom_page(render_margin_chart)
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# ── Page 11: 费用结构 ──
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def render_expense_chart(slide, theme):
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_chart_title(slide, theme, "费用结构分析（2022-2024）")
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chart_style = StyleConfig(color_scheme="tech_blue", line_width_pt=2.5, marker_style="circle")
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chart_layout = ChartLayoutConfig(
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title=None,
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legend_config=LegendConfig(position=LegendConfig.TOP, font_size_pt=9, font_name="黑体"),
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value_axis_config=ValueAxisConfig(number_format="0.0%", font_name="黑体", font_size_pt=9),
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)
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series_config = [
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{"key": "销售费用率", "name": "销售费用率", "type": "bar", "axis": "primary"},
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{"key": "管理费用率", "name": "管理费用率", "type": "bar", "axis": "primary"},
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{"key": "研发费用率", "name": "研发费用率", "type": "bar", "axis": "primary"},
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]
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create_combo_chart(
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slide, expense_df, categories_col="年度",
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series_config=series_config,
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style_config=chart_style,
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layout_config=chart_layout,
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position=(Inches(0.6), Inches(1.3)),
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size=(Inches(12.133), Inches(5.5)),
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)
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composer.add_custom_page(render_expense_chart)
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# ── Page 12: 章节分隔 ──
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composer.add_page("section_divider", {
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"title": "竞争壁垒分析",
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"number": "03",
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})
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# ── Page 13: 竞争壁垒概览 ──
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composer.add_page("kpi_cards", {
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"title": "安克创新五大竞争壁垒",
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"cards": [
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{"label": "品牌壁垒", "value": "Anker #1", "change": "Amazon Best Seller"},
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{"label": "技术壁垒", "value": "GaN 首创", "change": "研发21亿/年"},
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{"label": "渠道壁垒", "value": "DTC全球", "change": "140+国家"},
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{"label": "生态壁垒", "value": "3大品牌", "change": "交叉销售"},
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],
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})
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# ── Page 14: 品牌壁垒 ──
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composer.add_page("bullet_points", {
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"title": "壁垒一：品牌认知 — 全球消费电子信任标杆",
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"items": [
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{
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"icon": "🏆",
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"label": "Amazon 品类霸主",
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"desc": "Anker 连续 10 年蝉联 Amazon 充电品类 Best Seller。在美国、日本、欧洲主要市场的充电配件品类中，品牌搜索量远超竞争对手。消费者对 Anker 的品牌联想 = 安全 + 快充 + 高性价比。",
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},
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{
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"icon": "🌍",
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"label": "全球化品牌矩阵",
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"desc": "三大品牌覆盖不同消费场景：Anker（充电/储能）、eufy（智能家居/安防）、soundcore（音频）。每个品牌在各自垂直领域都进入全球 Top 5，形成了难以复制的多品牌协同效应。",
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},
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{
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"icon": "💎",
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"label": "品牌溢价能力",
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"desc": "毛利率稳定在 43-44%，远高于白牌充电配件（15-20%）。品牌认知带来的定价权是最核心的利润来源，竞争对手即使模仿技术也无法复制品牌信任。",
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},
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],
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})
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# ── Page 15: 技术壁垒 ──
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composer.add_page("bullet_points", {
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"title": "壁垒二：技术创新 — 研发驱动的品类开创者",
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"items": [
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{
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"icon": "🔬",
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"label": "持续高研发投入",
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"desc": "2024 年研发支出 21.1 亿元，占营收 8.5%。研发团队超 2000 人，在深圳、长沙、日本、美国设有研发中心。累计专利超 3000 项。",
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},
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{
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"icon": "⚡",
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"label": "品类定义级技术突破",
|
||
"desc": "首次将 GaN（氮化镓）应用于消费电子充电器，开启全球快充新时代。PowerIQ 智能充电协议、HomeBase 本地安防基站、ACAA 同轴圈铁——每个品牌都有标志性技术。",
|
||
},
|
||
{
|
||
"icon": "🌱",
|
||
"label": "技术→品类→市场 闭环",
|
||
"desc": "安克不仅做技术追随者，更是品类开创者。阳台光储（Anker SOLIX）是最新案例——用充电技术积累切入家庭能源赛道，2024 年已成为欧洲阳台光储增长最快品牌。",
|
||
},
|
||
],
|
||
})
|
||
|
||
# ── Page 16: 渠道壁垒 ──
|
||
composer.add_page("bullet_points", {
|
||
"title": "壁垒三：全球渠道网络 — DTC + 平台双轮驱动",
|
||
"items": [
|
||
{
|
||
"icon": "🛒",
|
||
"label": "深度绑定全球电商平台",
|
||
"desc": "Amazon（美/欧/日）、独立站 anker.com、Shopee/Lazada（东南亚）全覆盖。电商渠道占比超 70%，积累了千万级用户评价数据，形成飞轮效应——高评分→高排名→高销量→更多评价。",
|
||
},
|
||
{
|
||
"icon": "🏪",
|
||
"label": "线下渗透加速",
|
||
"desc": "沃尔玛、百思买、Target 等北美 4 万+ 零售终端。日本、欧洲线下渠道同步扩张。线下渠道占比从 2022 年的 15% 提升至 2024 年约 25%，打开增量空间。",
|
||
},
|
||
{
|
||
"icon": "📦",
|
||
"label": "供应链效率",
|
||
"desc": "深圳制造基地 + 全球多地仓储物流网络。从设计→生产→分销的垂直整合能力，保证了快速上新和成本控制。2024 年存货周转天数约 96 天，处于行业优秀水平。",
|
||
},
|
||
],
|
||
})
|
||
|
||
# ── Page 17: 对比分析 ──
|
||
composer.add_page("comparison_table", {
|
||
"title": "竞争格局 — 安克 vs 同行关键指标（2024）",
|
||
"headers": ["指标", "安克创新", "公牛集团", "传音控股"],
|
||
"rows": [
|
||
["营收（亿元）", "247.1", "161.4", "655.8"],
|
||
["净利润（亿元）", "21.1", "40.5", "55.3"],
|
||
["毛利率", "43.7%", "37.2%", "25.1%"],
|
||
["净利率", "8.9%", "25.1%", "8.4%"],
|
||
["ROE", "24.9%", "28.3%", "22.1%"],
|
||
["研发费用率", "8.5%", "4.2%", "3.1%"],
|
||
["海外收入占比", ">95%", "<5%", ">95%"],
|
||
["销售费用率", "22.5%", "5.8%", "7.2%"],
|
||
],
|
||
})
|
||
|
||
# ── Page 18: 结论页 ──
|
||
composer.add_page("conclusion_dark", {
|
||
"title": "投资要点总结",
|
||
"verdict": "品牌 + 技术 + 渠道 三位一体的全球消费电子稀缺标的",
|
||
"items": [
|
||
{"label": "增长驱动", "value": "阳台光储+智能安防\n第二增长曲线"},
|
||
{"label": "核心风险", "value": "销售费用率22%\n汇率+平台依赖"},
|
||
{"label": "估值参考", "value": "股价98.69元\n2024 PE≈25x"},
|
||
],
|
||
"risk": "以上分析基于公开信息，不构成投资建议",
|
||
})
|
||
|
||
# ── 保存 ──
|
||
output_path = OUTPUT_DIR / "安克创新_走势与竞争壁垒分析.pptx"
|
||
composer.save(str(output_path))
|
||
print(f"报告已生成: {output_path}", file=sys.stderr)
|
||
print(f"共 {len(composer.prs.slides)} 页", file=sys.stderr)
|