Refresh latest HK IPO report with A/H and T2 overlays
Request: - Regenerate the latest HK IPO candidate report. - Include current IPO candidate refresh, updated subscription heat, A/H dual-listed pricing analysis for 03661 and 01688, and T2 grey-market review context. Changes: - Refreshed HKEX current-listing, VBKR/Jieli T0.95 heat, ipohk external history, sync-state, and analysis-model snapshots as of 2026-06-23T08:53:26Z. - Archived raw Yahoo chart evidence for 300661.SZ, 002600.SZ, and HKD/CNY so the A/H discount overlay has a reproducible local source. - Regenerated reports/2026-06-23_latest_ipo_candidates_analysis.md and mirrored it to reports/README.md. - Added the generated model v0 report from the rebuilt analysis dataset. - Marked T2 grey-market evidence quality explicitly: ipohk grey-market returns are Tier 3 historical summaries, while newer June IPOs remain data_gap. Verification: - Confirmed reports/README.md matches the dated latest report with cmp. - Ran git diff --check and git diff --cached --check. - Verified all repo-relative paths referenced by the latest report exist. - Verified source_refs paths are repo-relative, existing, and hash-matching. - Recomputed A/H overlay values from archived raw JSON: 03661 discount about 46.2%, 01688 discount about 45.1%. Next useful context: - The 2026-06-23T08:53:26Z heat snapshot leaves the same 8 currently actionable candidates as the 07:00 refresh, with small heat updates. - 02335 and 06106 still have no official T1 demand rows in the project archive. - A/H discounts are valuation anchors, not direct arbitrage, because the A and H shares are not fungible.
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@@ -59,7 +59,7 @@ ticker,source_id,prospectus_date,offer_price_hkd,board_lot,min_subscription_amou
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02271,02271_prospectus_2023_06_30_2023063000209,2023-06-30,1.18,2000,2989.85,126668000,12668000,114000000,0.1,19000200,,,162.14852,,,2026-06-15T12:00:00Z
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02272,02272_prospectus_2026_06_17_2026061700071,2026-06-17,39.55,60,2396.92,10112280,1011240,9101040,0.1,1516842,,,399.940674,,,2026-06-21T08:44:59Z
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02290,02290_prospectus_2026_05_28_2026052800031,2026-05-28,5.18,500,3222.17,125000000,12500000,112500000,0.1,18750000,,,647.5,,500000000,2026-06-15T08:35:00Z
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02335,02335_prospectus_2026_06_15_2026061500009,2026-06-15,21.0,200,4242.36,58054400,5805600,52248800,0.1,8708160,,6966.5,1219.1424,1067.2,331740350,2026-06-23T07:00:25Z
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02335,02335_prospectus_2026_06_15_2026061500009,2026-06-15,21.0,200,4242.36,58054400,5805600,52248800,0.1,8708160,,6966.5,1219.1424,1067.2,331740350,2026-06-23T08:53:26Z
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02396,02396_prospectus_2025_12_12_2025121200081,2025-12-12,38.2,200,10302.88,17648800,1765000,15883800,0.1,2647320,,,674.18416,,117657522,2026-06-15T09:00:00Z
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02408,02408_prospectus_2025_11_27_2025112700009,2025-11-27,7.04,500,3555.51,97364500,9736500,,0.1,14604675,,,685.44608,617.0,710689300,2026-06-15T09:00:00Z
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02410,02410_prospectus_2024_08_12_2024081200005,2024-08-12,12.1,500,6111.01,47880000,4788000,43092000,0.1,7182000,,,579.348,,370835818,2026-06-15T11:00:00Z
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@@ -184,7 +184,7 @@ ticker,source_id,prospectus_date,offer_price_hkd,board_lot,min_subscription_amou
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02658,02658_prospectus_2025_11_27_2025112700013,2025-11-27,58.0,50,2929.24,30070500,3007050,27063450,0.1,4510575,,,1744.089,1673.1,393268511,2026-06-15T09:00:00Z
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02659,02659_prospectus_2025_12_02_2025120200034,2025-12-02,26.38,100,2664.6,37911700,3791200,34120500,0.1,5686755,,,1000.110646,921.5,325981465,2026-06-15T09:00:00Z
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02661,02661_prospectus_2025_12_15_2025121500031,2025-12-15,22.68,200,4581.75,26540000,2654000,23886000,0.1,3981000,,,601.9272,513.42,206374209,2026-06-15T09:00:00Z
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02667,02667_prospectus_2026_03_20_2026032000031,2026-03-20,8.3,500,4191.85,108153500,10815500,97338000,0.1,16223025,,,897.67405,,,2026-06-23T07:00:25Z
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02667,02667_prospectus_2026_03_20_2026032000031,2026-03-20,8.3,500,4191.85,108153500,10815500,97338000,0.1,16223025,,,897.67405,,,2026-06-23T08:53:26Z
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02670,02670_prospectus_2025_10_08_2025100800003,2025-10-08,95.6,50,4828.21,6900000,345000,6555000,0.05,1035000,,,758.586,593.3,68718182,2026-06-15T09:00:00Z
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02671,02671_prospectus_2025_12_18_2025121800035,2025-12-18,7.1,300,2775.71,24600000,2460000,22140000,0.1,3690000,,,174.66,,120550005,2026-06-15T09:00:00Z
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02672,02672_prospectus_2026_06_18_2026061800045,2026-06-18,20.28,200,4096.91,33344400,3334600,30009800,0.1,5001660,,,676.224432,,,2026-06-21T08:44:59Z
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@@ -242,7 +242,7 @@ ticker,source_id,prospectus_date,offer_price_hkd,board_lot,min_subscription_amou
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06082,06082_prospectus_2025_12_22_2025122200019,2025-12-22,19.6,200,3959.54,247692800,12384800,235308000,0.05,37153920,,,6420.43864,,,2026-06-15T09:00:00Z
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06086,06086_prospectus_2024_06_28_2024062800041,2024-06-28,8.18,500,4222.16,23800000,2380000,21420000,0.1,3570000,,,194.684,67.09,1340267457,2026-06-15T09:00:00Z
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06090,06090_prospectus_2025_09_15_2025091500009,2025-09-15,71.2,100,7191.8,10980900,1098100,9882800,0.1,1647135,,,781.84008,718.26,90751378,2026-06-15T09:00:00Z
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06106,06106_prospectus_2026_06_15_2026061500013,2026-06-15,101.6,50,5131.24,10497300,524900,9972400,0.05,1574595,1574550,11226.52568,1066.52568,995.4,110497300,2026-06-23T07:00:25Z
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06106,06106_prospectus_2026_06_15_2026061500013,2026-06-15,101.6,50,5131.24,10497300,524900,9972400,0.05,1574595,1574550,11226.52568,1066.52568,995.4,110497300,2026-06-23T08:53:26Z
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06132,06132_prospectus_2026_06_12_2026061200083,2026-06-12,81.8,100,8262.49,13600000,1360000,12240000,0.1,2040000,,6020.447689,1112.5,1018.7,73599605,2026-06-22T15:47:32Z
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06166,06166_prospectus_2025_10_20_2025102000019,2025-10-20,68.88,50,3478.73,67010500,6701050,60309450,0.1,10051575,,,5308.03056,4480.0,335030341,2026-06-15T11:00:00Z
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06168,06168_prospectus_2025_06_18_2025061800023,2025-06-18,24.0,100,2424.2,46808000,4680800,42127200,0.1,7021200,,,1485.684,1192.7,432541728,2026-06-15T09:00:00Z
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