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>
339 lines
12 KiB
Python
339 lines
12 KiB
Python
#!/usr/bin/env python3
|
||
"""贵州茅台年度分析报告生成器
|
||
|
||
独立示例脚本，演示如何使用 tushare + ppt_station 生成完整投资分析报告。
|
||
新报告请优先使用 run_job.py + Job JSON 声明式编排。
|
||
|
||
使用 tushare 获取数据，生成包含复杂双轴图表的 PPT。
|
||
"""
|
||
|
||
import sys
|
||
import json
|
||
from pathlib import Path
|
||
from datetime import datetime
|
||
|
||
sys.path.insert(0, str(Path(__file__).resolve().parent.parent))
|
||
|
||
import tushare as ts
|
||
import pandas as pd
|
||
import numpy as np
|
||
from ppt_station.config import settings
|
||
|
||
# ============================================================================
|
||
# 配置
|
||
# ============================================================================
|
||
STOCK_CODE = "600519.SH"
|
||
STOCK_NAME = "贵州茅台"
|
||
INDEX_CODE = "000300.SH"
|
||
INDEX_NAME = "沪深300"
|
||
YEAR = 2025
|
||
OUTPUT_DIR = Path(__file__).resolve().parent.parent.parent / "output" / "moutai_report"
|
||
TEMPLATE_PATH = Path(__file__).resolve().parent.parent.parent / "aim" / "aim03.pptx"
|
||
|
||
|
||
def fetch_data():
|
||
"""从 tushare 获取所有需要的数据"""
|
||
pro = ts.pro_api(settings.tushare_token)
|
||
|
||
print("📊 获取贵州茅台日线数据...", file=sys.stderr)
|
||
# 当年日线数据
|
||
df_stock = ts.pro_bar(
|
||
ts_code=STOCK_CODE,
|
||
start_date=f"{YEAR}0101",
|
||
end_date=f"{YEAR}1231",
|
||
adj="qfq",
|
||
)
|
||
df_stock = df_stock.sort_values("trade_date").reset_index(drop=True)
|
||
df_stock["trade_date"] = pd.to_datetime(df_stock["trade_date"], format="%Y%m%d")
|
||
|
||
print("📊 获取沪深300指数数据...", file=sys.stderr)
|
||
# 对应的沪深300指数（使用 pro_bar + asset='I' 替代 index_daily）
|
||
df_index = ts.pro_bar(
|
||
ts_code=INDEX_CODE,
|
||
start_date=f"{YEAR}0101",
|
||
end_date=f"{YEAR}1231",
|
||
asset="I",
|
||
)
|
||
df_index = df_index.sort_values("trade_date").reset_index(drop=True)
|
||
df_index["trade_date"] = pd.to_datetime(df_index["trade_date"], format="%Y%m%d")
|
||
|
||
print("📊 获取近5年日线数据...", file=sys.stderr)
|
||
# 近5年数据（成立以来走势）
|
||
df_stock_5y = ts.pro_bar(
|
||
ts_code=STOCK_CODE,
|
||
start_date=f"{YEAR - 4}0101",
|
||
end_date=f"{YEAR}1231",
|
||
adj="qfq",
|
||
)
|
||
df_stock_5y = df_stock_5y.sort_values("trade_date").reset_index(drop=True)
|
||
df_stock_5y["trade_date"] = pd.to_datetime(df_stock_5y["trade_date"], format="%Y%m%d")
|
||
|
||
df_index_5y = ts.pro_bar(
|
||
ts_code=INDEX_CODE,
|
||
start_date=f"{YEAR - 4}0101",
|
||
end_date=f"{YEAR}1231",
|
||
asset="I",
|
||
)
|
||
df_index_5y = df_index_5y.sort_values("trade_date").reset_index(drop=True)
|
||
df_index_5y["trade_date"] = pd.to_datetime(df_index_5y["trade_date"], format="%Y%m%d")
|
||
|
||
return df_stock, df_index, df_stock_5y, df_index_5y
|
||
|
||
|
||
def compute_ytd_chart(df_stock, df_index):
|
||
"""计算当年收益率走势图数据：茅台收益率 vs 沪深300收盘价"""
|
||
|
||
# 合并数据
|
||
df = pd.merge(
|
||
df_stock[["trade_date", "close", "vol"]],
|
||
df_index[["trade_date", "close"]],
|
||
on="trade_date",
|
||
how="inner",
|
||
suffixes=("_stock", "_index"),
|
||
)
|
||
|
||
# 计算累计收益率
|
||
base_stock = df["close_stock"].iloc[0]
|
||
base_index = df["close_index"].iloc[0]
|
||
df["茅台累计收益率"] = (df["close_stock"] / base_stock - 1)
|
||
df["沪深300指数"] = df["close_index"]
|
||
|
||
# 日期列
|
||
df = df.rename(columns={"trade_date": "日期"})
|
||
|
||
return df[["日期", "沪深300指数", "茅台累计收益率"]]
|
||
|
||
|
||
def compute_5y_chart(df_stock_5y, df_index_5y):
|
||
"""计算近5年走势数据：茅台累计收益率 + 成交额"""
|
||
|
||
stock = df_stock_5y[["trade_date", "close", "amount"]].copy()
|
||
stock.columns = ["trade_date", "close_stock", "amount_stock"]
|
||
index = df_index_5y[["trade_date", "close"]].copy()
|
||
index.columns = ["trade_date", "close_index"]
|
||
|
||
df = pd.merge(stock, index, on="trade_date", how="inner")
|
||
|
||
# 累计收益率
|
||
base_stock = df["close_stock"].iloc[0]
|
||
df["茅台累计收益率"] = (df["close_stock"] / base_stock - 1)
|
||
# 成交额（万元）
|
||
df["成交额(万元)"] = df["amount_stock"] / 10 # tushare amount 单位是千元
|
||
|
||
df = df.rename(columns={"trade_date": "日期"})
|
||
return df[["日期", "茅台累计收益率", "成交额(万元)"]]
|
||
|
||
|
||
def compute_stats(df_stock, df_stock_5y):
|
||
"""计算关键统计指标"""
|
||
# 当年收益率
|
||
ytd_return = df_stock["close"].iloc[-1] / df_stock["close"].iloc[0] - 1
|
||
|
||
# 5年累计收益率
|
||
total_return = df_stock_5y["close"].iloc[-1] / df_stock_5y["close"].iloc[0] - 1
|
||
|
||
# 年化收益率
|
||
n_years = len(df_stock_5y) / 245 # 大约交易日数
|
||
annualized = (1 + total_return) ** (1 / n_years) - 1 if n_years > 0 else 0
|
||
|
||
# 最新价
|
||
latest_price = df_stock["close"].iloc[-1]
|
||
# 最新市值（假设总股本约12.56亿股）
|
||
total_shares = 12.56 # 亿股
|
||
market_cap = latest_price * total_shares # 亿元
|
||
|
||
return {
|
||
"ytd_return": ytd_return,
|
||
"total_return": total_return,
|
||
"annualized": annualized,
|
||
"latest_price": latest_price,
|
||
"market_cap": market_cap,
|
||
"report_date": df_stock["trade_date"].iloc[-1].strftime("%Y-%m-%d"),
|
||
"start_date": df_stock_5y["trade_date"].iloc[0].strftime("%Y-%m-%d"),
|
||
}
|
||
|
||
|
||
def main():
|
||
OUTPUT_DIR.mkdir(parents=True, exist_ok=True)
|
||
|
||
# 获取数据
|
||
df_stock, df_index, df_stock_5y, df_index_5y = fetch_data()
|
||
|
||
print(f"✅ 获取到 {len(df_stock)} 条当年数据, {len(df_stock_5y)} 条5年数据", file=sys.stderr)
|
||
|
||
# 计算图表数据
|
||
ytd_df = compute_ytd_chart(df_stock, df_index)
|
||
fivey_df = compute_5y_chart(df_stock_5y, df_index_5y)
|
||
stats = compute_stats(df_stock, df_stock_5y)
|
||
|
||
print(f"📈 当年收益率: {stats['ytd_return']:.2%}", file=sys.stderr)
|
||
print(f"📈 5年累计收益率: {stats['total_return']:.2%}", file=sys.stderr)
|
||
print(f"📈 年化收益率: {stats['annualized']:.2%}", file=sys.stderr)
|
||
print(f"📈 最新价: {stats['latest_price']:.2f}", file=sys.stderr)
|
||
|
||
# 保存 CSV
|
||
ytd_csv = OUTPUT_DIR / "ytd_chart.csv"
|
||
fivey_csv = OUTPUT_DIR / "fivey_chart.csv"
|
||
ytd_df.to_csv(ytd_csv, index=False)
|
||
fivey_df.to_csv(fivey_csv, index=False)
|
||
|
||
print(f"💾 已保存 CSV: {ytd_csv}, {fivey_csv}", file=sys.stderr)
|
||
|
||
# 构建 config.json
|
||
config = {
|
||
"text_data": {
|
||
"标题": f"{STOCK_NAME}{YEAR}年度投资分析报告",
|
||
"作者": "PPT-Station 自动生成",
|
||
"日期": stats["report_date"],
|
||
"标题1": f"{STOCK_NAME}股价与估值分析",
|
||
"标题2": f"{STOCK_NAME}财务与经营分析",
|
||
"标题3": f"{STOCK_NAME}投资价值总结",
|
||
"组合名称": f"{STOCK_NAME}（{STOCK_CODE}）",
|
||
"报告日期": stats["report_date"],
|
||
"成立日期": stats["start_date"],
|
||
"资产规模": f"{stats['market_cap']:.0f}亿元",
|
||
"本年收益": f"{stats['ytd_return']:.2%}",
|
||
"本年收益金额": f"{stats['latest_price']:.2f}元/股",
|
||
"累计收益率": f"{stats['total_return']:.2%}",
|
||
"累计收益金额": f"近5年({YEAR-4}-{YEAR})",
|
||
"平均年化": f"{stats['annualized']:.2%}",
|
||
},
|
||
"chart_configs": {
|
||
"当年收益率走势图": {
|
||
"csv_path": "ytd_chart.csv",
|
||
"categories_col": "日期",
|
||
"series_config": [
|
||
{
|
||
"key": "沪深300指数",
|
||
"name": f"{INDEX_NAME}指数(收盘价)",
|
||
"type": "bar",
|
||
"axis": "secondary",
|
||
},
|
||
{
|
||
"key": "茅台累计收益率",
|
||
"name": f"{STOCK_NAME}累计收益率（左轴）",
|
||
"type": "line",
|
||
"axis": "primary",
|
||
},
|
||
],
|
||
"style": {
|
||
"color_scheme": "aim00",
|
||
"line_width_pt": 2.0,
|
||
"marker_style": "none",
|
||
},
|
||
"layout": {
|
||
"title": f"{STOCK_NAME}{YEAR}年累计收益率走势图",
|
||
"legend": {
|
||
"position": "top",
|
||
"font_size_pt": 9,
|
||
"font_name": "黑体",
|
||
},
|
||
"value_axis": {
|
||
"number_format": "0%",
|
||
"font_size_pt": 9,
|
||
"font_name": "黑体",
|
||
"has_major_gridlines": False,
|
||
},
|
||
"secondary_value_axis": {
|
||
"number_format": "#,##0",
|
||
"font_size_pt": 9,
|
||
"font_name": "黑体",
|
||
"has_major_gridlines": False,
|
||
},
|
||
"date_axis": {
|
||
"base_unit": "days",
|
||
"number_format": "yyyy/mm",
|
||
},
|
||
},
|
||
},
|
||
"组合成立以来收益率走势": {
|
||
"csv_path": "fivey_chart.csv",
|
||
"categories_col": "日期",
|
||
"series_config": [
|
||
{
|
||
"key": "茅台累计收益率",
|
||
"name": f"{STOCK_NAME}累计收益率",
|
||
"type": "line",
|
||
"axis": "primary",
|
||
},
|
||
{
|
||
"key": "成交额(万元)",
|
||
"name": "成交额(万元)",
|
||
"type": "area",
|
||
"axis": "secondary",
|
||
},
|
||
],
|
||
"style": {
|
||
"color_scheme": "aim00",
|
||
"line_width_pt": 2.0,
|
||
"marker_style": "none",
|
||
},
|
||
"layout": {
|
||
"title": f"{STOCK_NAME}近5年走势（{YEAR-4}-{YEAR}）",
|
||
"legend": {
|
||
"position": "bottom",
|
||
"font_size_pt": 9,
|
||
"font_name": "黑体",
|
||
},
|
||
"value_axis": {
|
||
"number_format": "0%",
|
||
"font_size_pt": 9,
|
||
"font_name": "黑体",
|
||
"has_major_gridlines": False,
|
||
},
|
||
"secondary_value_axis": {
|
||
"number_format": "#,##0",
|
||
"font_size_pt": 9,
|
||
"font_name": "黑体",
|
||
"has_major_gridlines": False,
|
||
},
|
||
"date_axis": {
|
||
"base_unit": "days",
|
||
"number_format": "yyyy/mm",
|
||
},
|
||
},
|
||
},
|
||
},
|
||
}
|
||
|
||
config_path = OUTPUT_DIR / "config.json"
|
||
with open(config_path, "w", encoding="utf-8") as f:
|
||
json.dump(config, f, ensure_ascii=False, indent=2)
|
||
|
||
print(f"💾 已保存配置: {config_path}", file=sys.stderr)
|
||
|
||
# 调用 generate_ppt
|
||
output_pptx = OUTPUT_DIR / f"moutai_{YEAR}_report.pptx"
|
||
|
||
print(f"\n🔧 生成 PPT...", file=sys.stderr)
|
||
|
||
from ppt_station.template.replacer import TemplateReplacer
|
||
from ppt_station.chart_builder.styles import StyleConfig
|
||
from ppt_station.chart_builder.layout import (
|
||
ChartLayoutConfig,
|
||
LegendConfig,
|
||
ValueAxisConfig,
|
||
)
|
||
from ppt_station.chart_builder.date_axis import DateAxisConfig
|
||
from pptx.enum.chart import XL_LEGEND_POSITION
|
||
|
||
# 导入 generate_ppt 的 build_chart_config
|
||
sys.path.insert(0, str(Path(__file__).resolve().parent))
|
||
from generate_ppt import build_chart_config
|
||
|
||
chart_configs = {}
|
||
for chart_name, chart_def in config["chart_configs"].items():
|
||
print(f" 构建图表: {chart_name}", file=sys.stderr)
|
||
chart_configs[chart_name] = build_chart_config(chart_name, chart_def, OUTPUT_DIR)
|
||
|
||
replacer = TemplateReplacer(TEMPLATE_PATH)
|
||
replacer.replace(data=config["text_data"], chart_configs=chart_configs)
|
||
replacer.save(output_pptx)
|
||
|
||
print(f"\n✅ 报告已生成: {output_pptx}", file=sys.stderr)
|
||
print(json.dumps({"status": "ok", "output": str(output_pptx)}))
|
||
|
||
|
||
if __name__ == "__main__":
|
||
main()
|