Add T0.5 market heat IPO analysis
Request: - Test whether subscription-period T0.5 market heat data can be captured and incorporated into IPO analysis. Changes: - Add an ipo_market_heat table for non-official market-heat snapshots. - Add a VBKR/Jieli archive script for expected margin subscription multiples. - Archive the 2026-06-15T18:40:00Z heat snapshot for 01392, 02335, 06067, 06106, and 06132. - Add an experimental T0.5 overlay rule file and a Chinese cross-IPO trial report. - Update archivist and analyst skills so T0.5 remains separate from official T1 allotment demand. Verification: - .venv/bin/python -m py_compile scripts/archive_t0_5_market_heat.py scripts/build_analysis_dataset.py scripts/update_sync_state.py - Python sqlite3 PRAGMA integrity_check returned ok and foreign_key_check returned zero rows. - Confirmed 5 ipo_market_heat rows and 5 t0_5_market_heat source_refs for the frozen snapshot. - git diff --cached --check Next useful context: - T0.5 data is non-official and should be resampled during the subscription window, then compared against T1 official allotment results.
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@@ -53,6 +53,27 @@ CREATE TABLE IF NOT EXISTS ipo_demand (
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notes TEXT
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);
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CREATE TABLE IF NOT EXISTS ipo_market_heat (
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heat_id TEXT PRIMARY KEY,
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ticker TEXT NOT NULL REFERENCES ipo_master(ticker),
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source_id TEXT NOT NULL REFERENCES source_refs(source_id),
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stage TEXT NOT NULL DEFAULT 'T0_5_market_heat',
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provider TEXT NOT NULL,
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observed_at TEXT NOT NULL,
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margin_subscription_multiple REAL,
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margin_multiple_label TEXT,
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offer_price_low_hkd REAL,
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offer_price_high_hkd REAL,
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board_lot INTEGER,
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min_subscription_amount_hkd REAL,
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subscription_deadline TEXT,
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result_announcement_date TEXT,
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listing_date TEXT,
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data_as_of TEXT NOT NULL,
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notes TEXT,
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UNIQUE (ticker, provider, observed_at)
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);
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CREATE TABLE IF NOT EXISTS price_performance (
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performance_id TEXT PRIMARY KEY,
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ticker TEXT NOT NULL REFERENCES ipo_master(ticker),
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