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Backfill recent review stock names

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Request:
Explain and fix why the recent 30-day listed IPO review showed data_gap in the 股票名 column.

Cause:
The recent review sample was seeded from HKEX annual new-listing reports, which only carried English issuer names in ipo_master. The archived ipohk external history already had display stock names, but build_analysis_dataset.py did not expose external_ipo_history.stock_name as a stock_short_name fallback.

Changes:
- Use external_ipo_history.stock_name as a stock_short_name fallback in the analysis dataset after the official/master and market-heat display-name sources.
- Backfill blank ipo_master.stock_short_name values when future ipohk history archives carry a stock name.
- Document the external-history display-name fallback in the analyst skill.
- Refresh the latest report and README so the recent 30-day review shows stock names for 00901, 02723, 03310, 03388, 02553, 01081, 01779, and 02290.

Verification:
- python3 /root/.codex/skills/.system/skill-creator/scripts/quick_validate.py .agents/skills/hk-ipo-analyst
- .venv/bin/python -m py_compile scripts/archive_ipohk_history.py scripts/build_analysis_dataset.py
- git diff --check
- Rebuilt analysis_model_v0_dataset.csv for 2026-06-23T10:59:36Z
- Python check that README matches the dated latest report and recent-review stock-name cells are no longer data_gap
This commit is contained in:
geometrybase
2026-06-23 13:30:18 +00:00
parent 40d748cda8
commit 7a15df3430
6 changed files with 137 additions and 119 deletions
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.agents/skills/hk-ipo-analyst/SKILL.md
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@@ -99,6 +99,7 @@ For all analyst-generated Markdown reports, prediction cards, review cards, and
- Do not put company names in the stock-code column, and do not use legal company names as the primary display label in report tables.
- Treat `股票名` as the stock-app-style display 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`.
- If no sourced Chinese short stock name is available but an archived source gives an English stock/display name, use that English stock name as-is. Example: use `MERDEKAGOLD-DRS` for `06228` instead of leaving the report display name blank.
- For recent listed-IPO review rows, if `stock_short_name` is missing, an archived `external_ipo_history.stock_name` may be used as the `股票名` display fallback. Treat this only as a display name from the external history source, not as official HKEX issuer-name evidence.
- 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 stock/display name is available in any language, use `hk-ipo-archivist` to refresh or backfill it before writing the report. If it still cannot be sourced, write `data_gap` in the `股票名` column and state the gap; do not 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 sourced stock/display names in the report body.