Request:
Run the scheduled HK IPO analyst refresh as of 2026-06-23T23:00:03Z, refresh online archive facts first, rebuild the analysis dataset, write the latest Chinese broad candidate report, mirror it to reports/README.md, and preserve stage discipline.
Changes:
- Refreshed HKEX current-listing pages, current HKEX document searches, VBKR/Jieli T0.95 market heat, ipohk external history, and A/H quote evidence at the new as-of timestamp.
- Preserved unofficial subscription heat only in ipo_market_heat and kept official T1 demand fields sourced from HKEX allotment-result documents.
- Marked due or Hong Kong-time elapsed T2 grey-market source-strategy gaps for 01392, 02335, 02667, 06067, 06106, 06132, and 06675.
- Backfilled 06675 stock_short_name from archived Yahoo shortName evidence and rebuilt analysis_model_v0_dataset.csv.
- Updated reports/2026-06-23_latest_ipo_candidates_analysis.md and mirrored the same content to reports/README.md with actionable ranking, fundamentals, unresolved-D1 risk/reward coverage, closed/waiting names, A/H overlay, recent 30-day review, guardrails, and sources.
Verification:
- git diff --check
- Rebuilt analysis dataset for 2026-06-23T23:00:03Z
- Python check that reports/README.md matches the dated report and required current/recent tickers are present
- Python check that 23:00Z heat has 8 T0_95_final_heat rows and active heat tickers have no official ipo_demand rows
- Python check that 02335 and 06106 official T1 fields match HKEX allotment results
- Python check that 77 source refs archived at 2026-06-23T23:00:03Z use repo-relative paths, files exist, and hashes match
- Python check that T2 data gaps are marked for 01392, 02335, 02667, 06067, 06106, 06132, and 06675
Next useful context:
- VBKR/Jieli heat values for the 8 still-actionable names were unchanged from 15:00Z but now have a fresh 23:00Z observed_at.
- 02335 and 06106 have official T1 demand, but D1 had not opened by the report as-of time; T2 remains a source-strategy data_gap.
- 00901 Yahoo D1 fetch still returns 404; ipohk remains only a third-party cross-check.
Request:
Run the scheduled HK IPO analyst refresh as of 2026-06-23T15:00:19Z, refresh online archive facts first, rebuild the analysis dataset, write the latest Chinese broad candidate report, mirror it to reports/README.md, and preserve stage discipline.
Changes:
- Refreshed HKEX current-listing pages, VBKR/Jieli T0.95 market heat, ipohk external history, A/H quote evidence, and current HKEX document searches.
- Archived official HKEX allotment-result PDFs and extracted text for 02335 and 06106; parsed official T1 demand into ipo_demand without copying market heat into official fields.
- Rebuilt analysis_model_v0_dataset.csv and refreshed sync/source snapshots.
- Updated reports/2026-06-23_latest_ipo_candidates_analysis.md and mirrored the same content to reports/README.md, including current ranking, fundamentals, unresolved-D1 risk/reward table, closed/waiting names, 30-day review, guardrails, and sources.
Verification:
- git diff --check
- Rebuilt analysis dataset for 2026-06-23T15:00:19Z
- Python check that reports/README.md matches the dated report and required new facts are present
- Python check that 15:00Z heat has 8 ipo_market_heat rows and current actionable names have no official ipo_demand rows
- Python check that 02335 and 06106 official T1 fields match HKEX allotment results
- Python check that 77 source refs archived at 2026-06-23T15:00:19Z use repo-relative paths, files exist, and hashes match
Next useful context:
- 02335 and 06106 now have official T1 demand, but D1/T2 remain data_gap until listing-day evidence is archived.
- 00901 Yahoo D1 fetch still returns 404; ipohk remains only a third-party cross-check.
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
Request:
Ensure the break-probability, risk/reward, and capital-efficiency section includes IPOs without confirmed D1 break/non-break outcomes, even after subscription closes.
Changes:
- Update the hk-ipo-analyst skill so broad reports keep all current or recently closed unresolved D1 names in the probability/risk section.
- Update the scheduled analyst prompt to preserve this coverage during automated refreshes.
- Refresh the latest report and README with a D1-unconfirmed risk table covering current actionable names plus closed/waiting names.
Verification:
- python3 /root/.codex/skills/.system/skill-creator/scripts/quick_validate.py .agents/skills/hk-ipo-analyst
- bash -n scripts/run_hk_ipo_analyst_once.sh
- git diff --check
- Python check that reports/README.md matches the dated latest report and includes the closed/waiting D1-unconfirmed tickers
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
Request:
Prefer stock-app-style Chinese display names in IPO report tables, for example 圣邦股份 instead of the full legal issuer name.
Changes:
- Update the hk-ipo-analyst report naming rule to prefer sourced stock short names in 中文名 columns.
- Export stock_short_name into the analysis model dataset.
- Make generated single-ticker reports use the short Chinese name as the title/display label while retaining legal names for disambiguation.
- Refresh the latest dated report and reports README to use Chinese short names consistently.
Verification:
- git diff --check
- .venv/bin/python -m py_compile scripts/build_analysis_dataset.py scripts/generate_ipo_report.py
- CSV validation for stock_short_name on 03661, 01688, and 01191
- Confirmed latest report and README contain no matched full legal issuer names for the refreshed shortlist
Request:
Update the latest HK IPO candidate report with fresh market heat and enforce the new Chinese-name report format.
Changes:
- Archived the 2026-06-23 10:59Z VBKR/Jieli heat snapshot and HKEX Chinese current listings page.
- Backfilled current IPO Chinese names from the HKEX Chinese page, leaving 06228 as data_gap because the official Chinese page lists only the foreign issuer name.
- Refreshed A-share and HKD/CNY raw quote JSON for the A/H overlay.
- Rebuilt analysis snapshots and refreshed the 2026-06-23 latest report plus reports/README.md with dedicated Chinese-name columns.
Verification:
- git diff --check
- Confirmed reports/README.md and reports/2026-06-23_latest_ipo_candidates_analysis.md are identical.
- Checked the report contains the 2026-06-23T10:59:36Z timestamp and latest heat source path.
- Checked old English company-name labels are absent from the refreshed reports.
Next useful context:
- 06228 remains a Chinese-name data_gap unless an official Chinese issuer name source appears.
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.
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.
geometrybase