Add 06067 T0 analyst report
Request: - Generate an analyst report for HK IPO ticker 06067. Changes: - Archived the official HKEXnews 06067 prospectus PDF and extracted text under project-relative data paths. - Seeded 06067 T0 prospectus facts, source references, sync state, and analysis snapshots. - Generated reports/2026-06-15_06067_T0_prospectus_analysis.md in Simplified Chinese with concrete T0/T1/T2/D1 dates and short-exit T2/D1 discipline. - Updated the HKEX document archiver so over-allotment shares are only recorded when the prospectus supports them, with explicit no-option cases stored as zero. Verification: - Compiled archive_hkex_documents.py, generate_ipo_report.py, build_analysis_dataset.py, extract_pdf_text.py, and update_sync_state.py. - Ran SQLite integrity_check and foreign_key_check. - Verified the archived 06067 PDF hash, extracted-text manifest row, and analysis dataset row. - Ran git diff --check. Next useful context: - 06067 is currently T0_prospectus; T1_allotment is pending for 2026-06-22.
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# 06067 IPO 分析报告
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## 摘要
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- 股票代码：`06067`
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- 公司：Shenzhen Senior Technology Material Co., Ltd.
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- 分析阶段：`T0_prospectus`
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- 报告生成时间：`2026-06-15T17:05:00Z`
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- 模型数据时间：`2026-06-15T17:05:00Z`
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- 规则版本：`ipo_score_v0`
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- 规则路径：`rules/ipo_score_v0.yaml`
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- 策略周期：短线 IPO 申购交易；优先在可靠 T2 暗盘卖出，否则默认 D1 卖出。
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- 结论代码：`strong_watch`
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- 执行动作：T0 强关注，仍需等待 T1 认购热度确认后执行 T2/D1 退出纪律。
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- T0 分数：`8`
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- 分数分桶：`t0_gte_8`
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- 历史校准 D1 正收益概率：76.4%，样本数 72
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## 阶段日期表
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| 阶段 | 本 IPO 对应日期 | 含义 |
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| --- | --- | --- |
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| `T0_prospectus` | 2026-06-12 至 2026-06-17 | 申购前/申购中阶段；只使用招股书和发行条款。 |
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| `T1_allotment` | 2026-06-22 | 分配结果日；使用公开认购热度、国际配售热度和分配事实。 |
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| `T2_grey_market` | 2026-06-22 分配结果公布后 / D1 前一交易日 | 上市前暗盘窗口；只有存在可靠且可执行的数据源时才作为卖出依据。 |
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| `D1` | 2026-06-23 | 正式上市首日；T2 数据不可用或不可靠时的默认卖出窗口。 |
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## 基础事实
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| 字段 | 数值 |
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| --- | --- |
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| 板块 | Main Board |
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| 状态 | open_for_subscription |
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| 上市日期 | 2026-06-23 |
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| 申购期 | 2026-06-12 至 2026-06-17 |
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| 分配结果日期 | 2026-06-22 |
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| 上市方式 | 未记录 |
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| 行业 | Lithium-ion battery separators |
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| 保荐人 | 未记录 |
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| 发行价（T0最高发售价） | HK$8.98 |
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| 发行规模 | HK$1,342.7m |
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| 市值 | HK$26,653.3m |
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| 每手股数 | 500 |
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| 最低认购金额 | HK$4,535.28 |
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| 初始公开发售比例 | 10.0% |
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| 超额配股权股数 | 0 |
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## 短线退出模型推断
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- D1 正收益概率：76.4%
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- D1 涨幅不低于 10% 概率：47.2%
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- 同分桶历史 D1 平均收益：28.6%
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- 同分桶历史 D1 中位收益：9.6%
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- T2 暗盘卖出收益暂未建模，直到项目确认可靠暗盘数据源。
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- D5/D20/D60 只作为复盘标签，不是持仓目标。
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## 评分拆解
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| 评分项 | 分数 | 原因代码 |
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| --- | ---: | --- |
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| 发行规模 | 4 | `800m_to_2000m` |
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| 初始公开发售比例 | 1 | `5pct_to_10pct` |
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| 最低认购金额 | 2 | `3500_to_10000` |
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| 发行价 | 1 | `5_to_30` |
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| 超额配股权 | 0 | `missing_or_zero` |
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## 正面因素
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- 发行规模：+4 (`800m_to_2000m`)。
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- 最低认购金额：+2 (`3500_to_10000`)。
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- 初始公开发售比例：+1 (`5pct_to_10pct`)。
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- 发行价：+1 (`5_to_30`)。
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## 风险与缺口
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- 没有明显负向评分项。
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- 本阶段必需字段没有明显空缺。
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- T0 使用招股书最高发售价，最终发行价需等 T1 分配结果公告确认。
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- 招股书注明国际发售没有超额配股权，因此本报告按 0 股处理。
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- T2 暗盘信号暂未使用，因为项目还没有批准可复现的数据源。
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- 上市后的 D5/D20/D60 表现只用于后续复盘，不是本模型的持仓周期目标。
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## 触发条件
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- 上调：T1 认购热度显著更强、分配稀缺性更好，或出现有规则支持的新正面催化。
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- 下调：公开或国际需求偏弱、供给过大、关键字段质量不足，或市场窗口明显转差。
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## 退出计划
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- 如果申购并获配，且 T2 暗盘数据可靠且可执行，优先按 T2 暗盘卖出计划处理。
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- 如果 T2 不可用或不可靠，默认使用 D1 作为卖出窗口。
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- 不把 D5/D20/D60 作为本模型的计划持仓周期。
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- 后续记录 D1/D5/D20/D60 结果时，只作为复盘标签，不作为倒推预测输入。
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## 来源路径
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- `data/raw/06067/prospectus_2026-06-12_2026061200031.pdf`
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@@ -1,7 +1,7 @@
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# HK IPO Analysis Model v0
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- Model version: `ipo_score_v0`
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- Analysis as of: `2026-06-15T16:00:00Z`
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- Analysis as of: `2026-06-15T17:05:00Z`
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- Rule file: `rules/ipo_score_v0.yaml`
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- Dataset: `data/snapshots/analysis_model_v0_dataset.csv`
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@@ -13,15 +13,15 @@ The model is built for a short IPO allocation trade: sell in T2 grey market when
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## Data Inventory
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- IPO rows scored: 295
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- IPO rows scored: 296
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- Rows with D1 labels: 273
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- Rows with structured T1 demand fields: 291
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- Rows with prospectus source path: 295
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- Rows with prospectus source path: 296
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- Rows with allotment source path: 291
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- Rows with offer size: 295
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- Rows with offer size: 296
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- Rows with public oversubscription: 281
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- Rows with international oversubscription: 277
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- Rows pending T1 structure: 4 (01392, 06106, 06132, 06675)
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- Rows pending T1 structure: 5 (01392, 06067, 06106, 06132, 06675)
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- T1 field-level blanks: public oversubscription 10, international oversubscription 14, valid applications 6, successful applications 18
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## T0 Calibration
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