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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/offering_terms.csv
+5 -4
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@@ -9,6 +9,7 @@ ticker,source_id,prospectus_date,offer_price_hkd,board_lot,min_subscription_amou
00638,00638_prospectus_2025_10_14_2025101400007,2025-10-14,21.5,200,4343.37,135080200,13508200,121572000,0.1,20262030,,,2904.2243,2810.6,900533742,2026-06-15T11:00:00Z
00664,00664_prospectus_2026_03_23_2026032300037,2026-03-23,60.0,100,6868.57,7406800,740700,6666100,0.1,1111020,,,444.408,,,2026-06-15T09:00:00Z
00666,00666_prospectus_2023_12_08_2023120800019,2023-12-08,18.3,200,4161.55,116070200,11607200,104463000,0.1,17410530,,,2124.08466,,2276874050,2026-06-15T11:00:00Z
00668,00668_prospectus_2026_06_23_2026062300037,2026-06-23,99.32,100,10032.16,46632800,4663300,41969500,0.1,8044100,,,4631.569696,,,2026-06-23T07:00:25Z
00699,00699_prospectus_2025_10_28_2025102800057,2025-10-28,22.0,500,11919.01,155100000,15510000,139590000,0.1,23265000,,,3412.2,3252.5,1550770563,2026-06-15T09:00:00Z
00800,00800_prospectus_2025_10_28_2025102800019,2025-10-28,27.1,100,3535.3,88250000,4412500,83837500,0.05,13237500,,,2391.575,2264.34,1026616330,2026-06-15T09:00:00Z
00805,00805_prospectus_2024_12_31_2024123100017,2024-12-31,1.27,2000,3313.08,240000000,24000000,216000000,0.1,36000000,,,304.8,253.41,960000000,2026-06-15T09:00:00Z
@@ -58,7 +59,7 @@ ticker,source_id,prospectus_date,offer_price_hkd,board_lot,min_subscription_amou
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
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
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
02335,02335_prospectus_2026_06_15_2026061500009,2026-06-15,21.0,200,4242.36,58054400,5805600,52248800,0.1,8708160,,6966.5,1219.1424,1067.2,331740350,2026-06-21T08:44:59Z
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
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
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
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
@@ -183,7 +184,7 @@ ticker,source_id,prospectus_date,offer_price_hkd,board_lot,min_subscription_amou
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
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
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
02667,02667_prospectus_2026_03_20_2026032000031,2026-03-20,8.3,500,4191.85,108153500,10815500,97338000,0.1,16223025,,,897.67405,,,2026-06-22T23:00:18Z
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
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
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
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
@@ -237,11 +238,11 @@ ticker,source_id,prospectus_date,offer_price_hkd,board_lot,min_subscription_amou
03952,03952_prospectus_2026_06_22_2026062200047,2026-06-22,85.5,100,8636.22,13441900,672100,12769800,0.05,0,,,1149.28245,,,2026-06-22T08:55:00Z
03986,03986_prospectus_2025_12_31_2025123100035,2025-12-31,162.0,100,16363.38,28915800,2891600,26024200,0.1,4337370,,,5387.0022,4610.9,696765151,2026-06-15T09:00:00Z
06031,06031_prospectus_2025_10_20_2025102000017,2025-10-20,21.3,200,4302.97,580424600,58042600,522382000,0.1,87063690,,,15349.08672,13307.3,9105988837,2026-06-15T11:00:00Z
06067,06067_prospectus_2026_06_12_2026061200031,2026-06-12,8.98,500,4535.28,149523500,14952500,134571000,0.1,0,,26653.3,1342.7,1281.0,1495234139,2026-06-22T15:47:32Z
06067,06067_prospectus_2026_06_12_2026061200031,2026-06-12,8.98,500,4535.28,149523500,14952500,134571000,0.1,0,,26653.3,1342.7,1281.0,1495234139,2026-06-23T07:00:25Z
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
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
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
06106,06106_prospectus_2026_06_15_2026061500013,2026-06-15,101.6,50,5131.24,10497300,524900,9972400,0.05,1574595,1574550,11226.52568,1066.52568,995.4,110497300,2026-06-21T08:44:59Z
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
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
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
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
1 ticker source_id prospectus_date offer_price_hkd board_lot min_subscription_amount_hkd global_offer_shares hk_offer_shares_initial international_offer_shares_initial public_offer_pct_initial over_allotment_offer_shares offer_size_adjustment_offer_shares market_cap_hkd_m gross_proceeds_hkd_m net_proceeds_hkd_m issued_shares_upon_listing data_as_of
9 00638 00638_prospectus_2025_10_14_2025101400007 2025-10-14 21.5 200 4343.37 135080200 13508200 121572000 0.1 20262030 2904.2243 2810.6 900533742 2026-06-15T11:00:00Z
10 00664 00664_prospectus_2026_03_23_2026032300037 2026-03-23 60.0 100 6868.57 7406800 740700 6666100 0.1 1111020 444.408 2026-06-15T09:00:00Z
11 00666 00666_prospectus_2023_12_08_2023120800019 2023-12-08 18.3 200 4161.55 116070200 11607200 104463000 0.1 17410530 2124.08466 2276874050 2026-06-15T11:00:00Z
12 00668 00668_prospectus_2026_06_23_2026062300037 2026-06-23 99.32 100 10032.16 46632800 4663300 41969500 0.1 8044100 4631.569696 2026-06-23T07:00:25Z
13 00699 00699_prospectus_2025_10_28_2025102800057 2025-10-28 22.0 500 11919.01 155100000 15510000 139590000 0.1 23265000 3412.2 3252.5 1550770563 2026-06-15T09:00:00Z
14 00800 00800_prospectus_2025_10_28_2025102800019 2025-10-28 27.1 100 3535.3 88250000 4412500 83837500 0.05 13237500 2391.575 2264.34 1026616330 2026-06-15T09:00:00Z
15 00805 00805_prospectus_2024_12_31_2024123100017 2024-12-31 1.27 2000 3313.08 240000000 24000000 216000000 0.1 36000000 304.8 253.41 960000000 2026-06-15T09:00:00Z
59 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
60 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
61 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
62 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 2026-06-21T08:44:59Z 2026-06-23T07:00:25Z
63 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
64 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
65 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
184 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
185 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
186 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
187 02667 02667_prospectus_2026_03_20_2026032000031 2026-03-20 8.3 500 4191.85 108153500 10815500 97338000 0.1 16223025 897.67405 2026-06-22T23:00:18Z 2026-06-23T07:00:25Z
188 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
189 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
190 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
238 03952 03952_prospectus_2026_06_22_2026062200047 2026-06-22 85.5 100 8636.22 13441900 672100 12769800 0.05 0 1149.28245 2026-06-22T08:55:00Z
239 03986 03986_prospectus_2025_12_31_2025123100035 2025-12-31 162.0 100 16363.38 28915800 2891600 26024200 0.1 4337370 5387.0022 4610.9 696765151 2026-06-15T09:00:00Z
240 06031 06031_prospectus_2025_10_20_2025102000017 2025-10-20 21.3 200 4302.97 580424600 58042600 522382000 0.1 87063690 15349.08672 13307.3 9105988837 2026-06-15T11:00:00Z
241 06067 06067_prospectus_2026_06_12_2026061200031 2026-06-12 8.98 500 4535.28 149523500 14952500 134571000 0.1 0 26653.3 1342.7 1281.0 1495234139 2026-06-22T15:47:32Z 2026-06-23T07:00:25Z
242 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
243 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
244 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
245 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 2026-06-21T08:44:59Z 2026-06-23T07:00:25Z
246 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
247 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
248 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