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Use Chinese short names in IPO reports

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Request:
Prefer stock-app-style Chinese display names in IPO report tables, for example 圣邦股份 instead of the full legal issuer name.

Changes:
- Update the hk-ipo-analyst report naming rule to prefer sourced stock short names in 中文名 columns.
- Export stock_short_name into the analysis model dataset.
- Make generated single-ticker reports use the short Chinese name as the title/display label while retaining legal names for disambiguation.
- Refresh the latest dated report and reports README to use Chinese short names consistently.

Verification:
- git diff --check
- .venv/bin/python -m py_compile scripts/build_analysis_dataset.py scripts/generate_ipo_report.py
- CSV validation for stock_short_name on 03661, 01688, and 01191
- Confirmed latest report and README contain no matched full legal issuer names for the refreshed shortlist
This commit is contained in:
geometrybase
2026-06-23 11:15:12 +00:00
parent 406a81a196
commit 2b08ad8689
6 changed files with 427 additions and 414 deletions
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.agents/skills/hk-ipo-analyst/SKILL.md
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@@ -97,8 +97,9 @@ For all analyst-generated Markdown reports, prediction cards, review cards, and
- In every table that identifies IPOs, keep the stock-code column as ticker/code only and add a dedicated `中文名` column immediately after it.
- Do not put English company names in the stock-code column, and do not use English company names as the primary display label in report tables.
- Use the official archived Chinese company name or stock short name when available, preferring `company_name_zh`, `stock_short_name`, HKEX Chinese announcements, or prospectus text over machine translation.
- If the archived dataset lacks a Chinese name, use `hk-ipo-archivist` to refresh or backfill it before writing the report. If it still cannot be sourced, write `data_gap` in the `中文名` column and state the gap; do not substitute an English name.
- Treat `中文名` as the stock-app-style Chinese display name, not the issuer's full legal name. Prefer `stock_short_name` first, then an official or archived Chinese short name from HKEX Chinese pages, broker pages, or prospectus/allotment text. Examples: use `圣邦股份`, not `圣邦微电子（北京）股份有限公司`; use `领益智造`, not `广东领益智造股份有限公司`.
- Keep the full legal Chinese issuer name in `company_name_zh` for archival/source disambiguation, and mention it only in prose when the legal entity identity matters.
- If no sourced short Chinese display name is available, use `hk-ipo-archivist` to refresh or backfill it before writing the report. If it still cannot be sourced, write `data_gap` in the `中文名` column and state the gap; do not substitute an English name or invent a machine-translated short name.
- English legal names may remain in source paths, URLs, raw source titles, quoted source context, or narrow notes where needed for disambiguation, but they should not replace Chinese display names in the report body.
- Apply this rule consistently to the actionable ranking, fundamentals table, closed/waiting list, A/H overlay, recent 30-day review, and generated single-ticker reports.