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Refresh latest HK IPO candidate report

Browse Source 
Request:
- Run the scheduled hk-ipo-analyst refresh as of 2026-06-23T07:00:25Z.
- Refresh the latest IPO candidate universe and online facts through the archivist before analysis.
- Rebuild the analysis dataset and publish the latest broad candidate report in Simplified Chinese.

Changes:
- Archived the HKEX current new-listing page for 2026-06-23 and added the new 00668 prospectus plus extracted text.
- Archived a fresh VBKR/Jieli T0.95 market-heat snapshot with 8 still-actionable rows while leaving same-day closed names out of the live T0.95 set.
- Archived 06067 and 06132 D1 price-performance responses, refreshed ipohk external history, and archived the 06067 2026-06-23 allotment-results clarification PDF.
- Rebuilt data/snapshots/analysis_model_v0_dataset.csv after the archive refresh.
- Wrote reports/2026-06-23_latest_ipo_candidates_analysis.md and mirrored the same content to reports/README.md.

Verification:
- Ran archive_hkex_current_new_listings.py, archive_hkex_documents.py, backfill_t1_demand_from_text.py, archive_t0_5_market_heat.py, archive_price_performance.py, archive_ipohk_history.py, extract_pdf_text.py, update_sync_state.py, and build_analysis_dataset.py with as-of 2026-06-23T07:00:25Z.
- Confirmed reports/README.md matches the dated report with cmp.
- Ran git diff --check and git diff --cached --check.
- Checked source_refs paths are repo-relative, existing, and hash-matching.
- Checked the latest 8 T0.95 live heat rows remain separate from official T1 demand rows.

Next useful context:
- As of 2026-06-23T07:00:25Z, 02335 and 06106 still have no archived official T1 demand rows and remain T1 data_gap names.
- 06067 D1 was positive at about +30.0%, while 06132 D1 was negative at about -49.6%, reinforcing the 18A-B risk guardrail.
- The 2026-06-23 HKEX current page shows 00668 as a new live candidate; its first VBKR/Jieli heat snapshot was only 0.32x.
This commit is contained in:
geometrybase
2026-06-23 07:12:04 +00:00
parent 9e51fa87cf
commit a7dcc09927
24 changed files with 27059 additions and 3901 deletions
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data/snapshots/ipo_demand.csv
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@@ -227,7 +227,7 @@ 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,,134571000,2026-06-22T15:47:32Z,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.
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.
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
227 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.
228 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.
229 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.
230 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 2026-06-22T15:47:32Z 2026-06-23T07:00:25Z Parsed from HKEXnews allotment results announcement.
231 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.
232 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.
233 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.