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Refresh latest IPO candidates

Browse Source 
Request:
Run the scheduled HK IPO analyst refresh as of 2026-06-23T15:00:19Z, refresh online archive facts first, rebuild the analysis dataset, write the latest Chinese broad candidate report, mirror it to reports/README.md, and preserve stage discipline.

Changes:
- Refreshed HKEX current-listing pages, VBKR/Jieli T0.95 market heat, ipohk external history, A/H quote evidence, and current HKEX document searches.
- Archived official HKEX allotment-result PDFs and extracted text for 02335 and 06106; parsed official T1 demand into ipo_demand without copying market heat into official fields.
- Rebuilt analysis_model_v0_dataset.csv and refreshed sync/source snapshots.
- Updated reports/2026-06-23_latest_ipo_candidates_analysis.md and mirrored the same content to reports/README.md, including current ranking, fundamentals, unresolved-D1 risk/reward table, closed/waiting names, 30-day review, guardrails, and sources.

Verification:
- git diff --check
- Rebuilt analysis dataset for 2026-06-23T15:00:19Z
- Python check that reports/README.md matches the dated report and required new facts are present
- Python check that 15:00Z heat has 8 ipo_market_heat rows and current actionable names have no official ipo_demand rows
- Python check that 02335 and 06106 official T1 fields match HKEX allotment results
- Python check that 77 source refs archived at 2026-06-23T15:00:19Z use repo-relative paths, files exist, and hashes match

Next useful context:
- 02335 and 06106 now have official T1 demand, but D1/T2 remain data_gap until listing-day evidence is archived.
- 00901 Yahoo D1 fetch still returns 404; ipohk remains only a third-party cross-check.
This commit is contained in:
geometrybase
2026-06-23 15:13:18 +00:00
parent 7a15df3430
commit 5b9835c289
26 changed files with 6266 additions and 4147 deletions
Download Patch File Download Diff File Expand all files Collapse all files
data/snapshots/ipo_demand.csv
+5 -3
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@@ -30,7 +30,7 @@ demand_id,ticker,source_id,stage_date,valid_applications,successful_applications
01354_allotment_2024_07_03_2024070300007,01354,01354_allotment_results_2024_07_03_2024070300007,2024-07-03,7071,2056,118.87,122,0.98,3002100,13664700,2026-06-15T09:00:00Z,Parsed from HKEXnews allotment results announcement.
01364_allotment_2025_02_11_2025021100944,01364,01364_allotment_results_2025_02_11_2025021100944,2025-02-11,29086,29086,194.87,108,15.03,79306000,103097600,2026-06-15T09:00:00Z,Parsed from HKEXnews allotment results announcement.
01384_allotment_2025_10_27_2025102701434,01384,01384_allotment_results_2025_10_27_2025102701434,2025-10-27,236934,25192,7569.83,159,16.61,,,2026-06-15T14:00:00Z,Parsed from HKEXnews allotment results announcement.
01392_allotment_2026_06_18_2026061802066,01392,01392_allotment_results_2026_06_18_2026061802066,2026-06-18,252640,17033,7181.21,,,8516500,,2026-06-21T08:44:59Z,Parsed from HKEXnews allotment results announcement.
01392_allotment_2026_06_18_2026061802066,01392,01392_allotment_results_2026_06_18_2026061802066,2026-06-18,252640,17033,7181.21,,,8516500,,2026-06-23T15:00:19Z,Parsed from HKEXnews allotment results announcement.
01471_allotment_2024_08_05_2024080502241,01471,01471_allotment_results_2024_08_05_2024080502241,2024-08-05,4677,3569,16.07,112,0.98,4357000,30943000,2026-06-15T09:00:00Z,Parsed from HKEXnews allotment results announcement.
01497_allotment_2023_12_11_2023121101204,01497,01497_allotment_results_2023_12_11_2023121101204,2023-12-11,11440,4655,83.63,158,1.27,,,2026-06-15T14:00:00Z,Parsed from HKEXnews allotment results announcement.
01511_allotment_2026_05_19_2026051901257,01511,01511_allotment_results_2026_05_19_2026051901257,2026-05-19,285972,48689,6777.29,87,5.66,2892250,11568950,2026-06-15T09:00:00Z,Parsed from HKEXnews allotment results announcement.
@@ -54,6 +54,7 @@ demand_id,ticker,source_id,stage_date,valid_applications,successful_applications
02268_allotment_summary_2023_11_16_2023111600010,02268,02268_allotment_results_summary_2023_11_16_2023111600010,2023-11-16,30726,,49.96,170,19.6,53534000,124912000,2026-06-15T14:00:00Z,Parsed from HKEXnews allotment results announcement.
02271_allotment_summary_2023_07_17_2023071700008,02271,02271_allotment_results_summary_2023_07_17_2023071700008,2023-07-17,1690,,1.84,130,1.63,,,2026-06-15T14:10:00Z,Parsed from HKEXnews allotment results announcement.
02290_allotment_2026_06_04_2026060402521,02290,02290_allotment_results_2026_06_04_2026060402521,2026-06-04,133189,16359,664.92,78,3.18,12500000,112500000,2026-06-15T08:35:00Z,Parsed from HKEXnews allotment results announcement.
02335_allotment_2026_06_23_2026062301227,02335,02335_allotment_results_2026_06_23_2026062301227,2026-06-23,153832,22665,1181.46,73,2.52,,,2026-06-23T15:00:19Z,Parsed from HKEXnews allotment results announcement.
02396_allotment_2025_12_19_2025121901577,02396,02396_allotment_results_2025_12_19_2025121901577,2025-12-19,146647,7978,791.95,73,6.05,1765000,15883800,2026-06-15T09:00:00Z,Parsed from HKEXnews allotment results announcement.
02408_allotment_2025_12_04_2025120402156,02408,02408_allotment_results_2025_12_04_2025120402156,2025-12-04,61057,9590,425.97,108,4.99,9736500,87628000,2026-06-15T09:00:00Z,Parsed from HKEXnews allotment results announcement.
02410_allotment_2024_08_23_2024082301722,02410,02410_allotment_results_2024_08_23_2024082301722,2024-08-23,974,649,2.29,116,1.01,,43092000,2026-06-15T11:00:00Z,Parsed from HKEXnews allotment results announcement.
@@ -227,11 +228,12 @@ demand_id,ticker,source_id,stage_date,valid_applications,successful_applications
03887_allotment_2025_12_16_2025121601390,03887,03887_allotment_results_2025_12_16_2025121601390,2025-12-16,88592,29791,393.71,86,5.46,24057200,216512800,2026-06-15T09:00:00Z,Parsed from HKEXnews allotment results announcement.
03986_allotment_2026_01_12_2026011201539,03986,03986_allotment_results_2026_01_12_2026011201539,2026-01-12,148419,25871,542.22,177,18.52,2891600,26024200,2026-06-15T09:00:00Z,Parsed from HKEXnews allotment results announcement.
06031_allotment_2025_10_27_2025102701586,06031,06031_allotment_results_2025_10_27_2025102701586,2025-10-27,115863,81769,52.93,270,13.96,58042600,573556200,2026-06-15T14:00:00Z,Parsed from HKEXnews allotment results announcement.
06067_allotment_2026_06_22_2026062202141,06067,06067_allotment_results_2026_06_22_2026062202141,2026-06-22,209580,22263,1563.16,104,14.34,,134571000,2026-06-23T07:00:25Z,Parsed from HKEXnews allotment results announcement.
06067_allotment_2026_06_22_2026062202141,06067,06067_allotment_results_2026_06_22_2026062202141,2026-06-22,209580,22263,1563.16,104,14.34,,134571000,2026-06-23T15:00:19Z,Parsed from HKEXnews allotment results announcement.
06082_allotment_2025_12_31_2025123102783,06082,06082_allotment_results_2025_12_31_2025123102783,2025-12-31,471116,135569,2347.53,359,25.95,49538600,,2026-06-15T14:00:00Z,Parsed from HKEXnews allotment results announcement.
06086_allotment_2024_07_08_2024070801101,06086,06086_allotment_results_2024_07_08_2024070801101,2024-07-08,4371,2789,16.63,145,1.66,7140000,16660000,2026-06-15T09:00:00Z,Parsed from HKEXnews allotment results announcement.
06090_allotment_2025_09_22_2025092201984,06090,06090_allotment_results_2025_09_22_2025092201984,2025-09-22,154400,10981,3317.47,333,7.37,,9882800,2026-06-15T14:00:00Z,Parsed from HKEXnews allotment results announcement.
06132_allotment_2026_06_22_2026062201627,06132,06132_allotment_results_2026_06_22_2026062201627,2026-06-22,173284,13418,2007.6,91,7.0,1360000,,2026-06-22T15:47:32Z,Parsed from HKEXnews allotment results announcement.
06106_allotment_2026_06_23_2026062302143,06106,06106_allotment_results_2026_06_23_2026062302143,2026-06-23,222966,38687,5934.56,134,21.29,,,2026-06-23T15:00:19Z,Parsed from HKEXnews allotment results announcement.
06132_allotment_2026_06_22_2026062201627,06132,06132_allotment_results_2026_06_22_2026062201627,2026-06-22,173284,13418,2007.6,91,7.0,1360000,,2026-06-23T15:00:19Z,Parsed from HKEXnews allotment results announcement.
06166_allotment_2025_10_27_2025102701698,06166,06166_allotment_results_2025_10_27_2025102701698,2025-10-27,206461,55148,338.7,119,16.5,6701050,60309450,2026-06-15T11:00:00Z,Parsed from HKEXnews allotment results announcement.
06168_allotment_2025_06_26_2025062600013,06168,06168_allotment_results_2025_06_26_2025062600013,2025-06-26,126409,39532,711.11,129,13.55,,,2026-06-15T14:00:00Z,Parsed from HKEXnews allotment results announcement.
06181_allotment_2024_06_27_2024062702334,06181,06181_allotment_results_2024_06_27_2024062702334,2024-06-27,42474,20289,582.15,108,11.9,,,2026-06-15T14:00:00Z,Parsed from HKEXnews allotment results announcement.
1 demand_id ticker source_id stage_date valid_applications successful_applications public_oversubscription_times international_placees international_oversubscription_times final_hk_offer_shares final_international_offer_shares data_as_of notes
30 01354_allotment_2024_07_03_2024070300007 01354 01354_allotment_results_2024_07_03_2024070300007 2024-07-03 7071 2056 118.87 122 0.98 3002100 13664700 2026-06-15T09:00:00Z Parsed from HKEXnews allotment results announcement.
31 01364_allotment_2025_02_11_2025021100944 01364 01364_allotment_results_2025_02_11_2025021100944 2025-02-11 29086 29086 194.87 108 15.03 79306000 103097600 2026-06-15T09:00:00Z Parsed from HKEXnews allotment results announcement.
32 01384_allotment_2025_10_27_2025102701434 01384 01384_allotment_results_2025_10_27_2025102701434 2025-10-27 236934 25192 7569.83 159 16.61 2026-06-15T14:00:00Z Parsed from HKEXnews allotment results announcement.
33 01392_allotment_2026_06_18_2026061802066 01392 01392_allotment_results_2026_06_18_2026061802066 2026-06-18 252640 17033 7181.21 8516500 2026-06-21T08:44:59Z 2026-06-23T15:00:19Z Parsed from HKEXnews allotment results announcement.
34 01471_allotment_2024_08_05_2024080502241 01471 01471_allotment_results_2024_08_05_2024080502241 2024-08-05 4677 3569 16.07 112 0.98 4357000 30943000 2026-06-15T09:00:00Z Parsed from HKEXnews allotment results announcement.
35 01497_allotment_2023_12_11_2023121101204 01497 01497_allotment_results_2023_12_11_2023121101204 2023-12-11 11440 4655 83.63 158 1.27 2026-06-15T14:00:00Z Parsed from HKEXnews allotment results announcement.
36 01511_allotment_2026_05_19_2026051901257 01511 01511_allotment_results_2026_05_19_2026051901257 2026-05-19 285972 48689 6777.29 87 5.66 2892250 11568950 2026-06-15T09:00:00Z Parsed from HKEXnews allotment results announcement.
54 02268_allotment_summary_2023_11_16_2023111600010 02268 02268_allotment_results_summary_2023_11_16_2023111600010 2023-11-16 30726 49.96 170 19.6 53534000 124912000 2026-06-15T14:00:00Z Parsed from HKEXnews allotment results announcement.
55 02271_allotment_summary_2023_07_17_2023071700008 02271 02271_allotment_results_summary_2023_07_17_2023071700008 2023-07-17 1690 1.84 130 1.63 2026-06-15T14:10:00Z Parsed from HKEXnews allotment results announcement.
56 02290_allotment_2026_06_04_2026060402521 02290 02290_allotment_results_2026_06_04_2026060402521 2026-06-04 133189 16359 664.92 78 3.18 12500000 112500000 2026-06-15T08:35:00Z Parsed from HKEXnews allotment results announcement.
57 02335_allotment_2026_06_23_2026062301227 02335 02335_allotment_results_2026_06_23_2026062301227 2026-06-23 153832 22665 1181.46 73 2.52 2026-06-23T15:00:19Z Parsed from HKEXnews allotment results announcement.
58 02396_allotment_2025_12_19_2025121901577 02396 02396_allotment_results_2025_12_19_2025121901577 2025-12-19 146647 7978 791.95 73 6.05 1765000 15883800 2026-06-15T09:00:00Z Parsed from HKEXnews allotment results announcement.
59 02408_allotment_2025_12_04_2025120402156 02408 02408_allotment_results_2025_12_04_2025120402156 2025-12-04 61057 9590 425.97 108 4.99 9736500 87628000 2026-06-15T09:00:00Z Parsed from HKEXnews allotment results announcement.
60 02410_allotment_2024_08_23_2024082301722 02410 02410_allotment_results_2024_08_23_2024082301722 2024-08-23 974 649 2.29 116 1.01 43092000 2026-06-15T11:00:00Z Parsed from HKEXnews allotment results announcement.
228 03887_allotment_2025_12_16_2025121601390 03887 03887_allotment_results_2025_12_16_2025121601390 2025-12-16 88592 29791 393.71 86 5.46 24057200 216512800 2026-06-15T09:00:00Z Parsed from HKEXnews allotment results announcement.
229 03986_allotment_2026_01_12_2026011201539 03986 03986_allotment_results_2026_01_12_2026011201539 2026-01-12 148419 25871 542.22 177 18.52 2891600 26024200 2026-06-15T09:00:00Z Parsed from HKEXnews allotment results announcement.
230 06031_allotment_2025_10_27_2025102701586 06031 06031_allotment_results_2025_10_27_2025102701586 2025-10-27 115863 81769 52.93 270 13.96 58042600 573556200 2026-06-15T14:00:00Z Parsed from HKEXnews allotment results announcement.
231 06067_allotment_2026_06_22_2026062202141 06067 06067_allotment_results_2026_06_22_2026062202141 2026-06-22 209580 22263 1563.16 104 14.34 134571000 2026-06-23T07:00:25Z 2026-06-23T15:00:19Z Parsed from HKEXnews allotment results announcement.
232 06082_allotment_2025_12_31_2025123102783 06082 06082_allotment_results_2025_12_31_2025123102783 2025-12-31 471116 135569 2347.53 359 25.95 49538600 2026-06-15T14:00:00Z Parsed from HKEXnews allotment results announcement.
233 06086_allotment_2024_07_08_2024070801101 06086 06086_allotment_results_2024_07_08_2024070801101 2024-07-08 4371 2789 16.63 145 1.66 7140000 16660000 2026-06-15T09:00:00Z Parsed from HKEXnews allotment results announcement.
234 06090_allotment_2025_09_22_2025092201984 06090 06090_allotment_results_2025_09_22_2025092201984 2025-09-22 154400 10981 3317.47 333 7.37 9882800 2026-06-15T14:00:00Z Parsed from HKEXnews allotment results announcement.
235 06132_allotment_2026_06_22_2026062201627 06106_allotment_2026_06_23_2026062302143 06132 06106 06132_allotment_results_2026_06_22_2026062201627 06106_allotment_results_2026_06_23_2026062302143 2026-06-22 2026-06-23 173284 222966 13418 38687 2007.6 5934.56 91 134 7.0 21.29 1360000 2026-06-22T15:47:32Z 2026-06-23T15:00:19Z Parsed from HKEXnews allotment results announcement.
236 06132_allotment_2026_06_22_2026062201627 06132 06132_allotment_results_2026_06_22_2026062201627 2026-06-22 173284 13418 2007.6 91 7.0 1360000 2026-06-23T15:00:19Z Parsed from HKEXnews allotment results announcement.
237 06166_allotment_2025_10_27_2025102701698 06166 06166_allotment_results_2025_10_27_2025102701698 2025-10-27 206461 55148 338.7 119 16.5 6701050 60309450 2026-06-15T11:00:00Z Parsed from HKEXnews allotment results announcement.
238 06168_allotment_2025_06_26_2025062600013 06168 06168_allotment_results_2025_06_26_2025062600013 2025-06-26 126409 39532 711.11 129 13.55 2026-06-15T14:00:00Z Parsed from HKEXnews allotment results announcement.
239 06181_allotment_2024_06_27_2024062702334 06181 06181_allotment_results_2024_06_27_2024062702334 2024-06-27 42474 20289 582.15 108 11.9 2026-06-15T14:00:00Z Parsed from HKEXnews allotment results announcement.