Prefer stock display names in IPO reports

Request:
Rename the report display-name rule from 中文名 to 股票名, prefer Chinese stock-style short names, and allow sourced English stock names such as MERDEKAGOLD-DRS when no Chinese short name exists.

Changes:
- Update the hk-ipo-analyst skill to require a 股票名 column and document English stock-name fallback.
- Derive missing stock_short_name values from archived market-heat source-page stock names in the analysis dataset.
- Preserve source-page stock names into ipo_master when future market-heat archives encounter blank stock_short_name values.
- Rename the single-ticker report display helper to stock_display_name.
- Refresh the latest report and README so 06228 displays as MERDEKAGOLD-DRS and tables use 股票名.

Verification:
- python3 /root/.codex/skills/.system/skill-creator/scripts/quick_validate.py .agents/skills/hk-ipo-analyst
- git diff --check
- .venv/bin/python -m py_compile scripts/archive_t0_5_market_heat.py scripts/build_analysis_dataset.py scripts/generate_ipo_report.py
- Rebuilt analysis_model_v0_dataset.csv for 2026-06-23T10:59:36Z
- Verified 06228 stock_short_name is MERDEKAGOLD-DRS and latest README matches the dated report
This commit is contained in:
2026-06-23 11:24:50 +00:00
parent 2b08ad8689
commit aa31244f0a
7 changed files with 51 additions and 29 deletions
+7 -6
View File
@@ -93,14 +93,15 @@ Do not lead broad candidate reports with post-listing reviews; keep those after
## Report Name Display Rules
For all analyst-generated Markdown reports, prediction cards, review cards, and broad candidate tables, display IPO names in Chinese by default.
For all analyst-generated Markdown reports, prediction cards, review cards, and broad candidate tables, display the market-facing stock name rather than the issuer's full legal name.
- In every table that identifies IPOs, keep the stock-code column as ticker/code only and add a dedicated `中文名` column immediately after it.
- Do not put English company names in the stock-code column, and do not use English company names as the primary display label in report tables.
- Treat `中文名` as the stock-app-style Chinese display name, not the issuer's full legal 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`.
- In every table that identifies IPOs, keep the stock-code column as ticker/code only and add a dedicated `股票名` column immediately after it.
- 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.
- 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 short Chinese display name is available, use `hk-ipo-archivist` to refresh or backfill it before writing the report. If it still cannot be sourced, write `data_gap` in the `中文名` column and state the gap; do not substitute an English name or 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 Chinese display names in the report body.
- 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.
- Apply this rule consistently to the actionable ranking, fundamentals table, closed/waiting list, A/H overlay, recent 30-day review, and generated single-ticker reports.
## Latest Candidate Report Refresh