Commit Graph

2 Commits

Author SHA1 Message Date
geometrybase d3b67fa473 Refresh latest IPO candidates
Request:
Run the scheduled HK IPO analyst refresh as of 2026-06-24T07:00:26Z, 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 English and Chinese current-listing pages, rolling recent-listing coverage, current HKEX document searches, VBKR/Jieli live T0.95 market heat, ipohk external history, Yahoo same-day D1 evidence, and A/H quote/FX evidence.
- Archived 5 still-actionable T0_95_final_heat rows for 00668, 02697, 03952, 06715, and 06915 while leaving post-deadline names on their last pre-deadline heat snapshots.
- Rebuilt analysis_model_v0_dataset.csv and related snapshots for 2026-06-24T07:00:26Z.
- Updated reports/2026-06-24_latest_ipo_candidates_analysis.md in Simplified Chinese and mirrored identical content to reports/README.md.
- Kept unofficial heat in ipo_market_heat only, preserved official T1 demand from HKEX allotment-result sources, and kept 02335/06106 D1 rows labelled as in-session rather than final D1 confirmation.

Verification:
- git diff --check
- git diff --cached --check
- Rebuilt analysis dataset for 2026-06-24T07:00:26Z with 312 rows
- Python check that reports/README.md matches the dated report and all unresolved current/recent tickers are covered in the risk table
- Python check that 5 current-run heat rows are T0_95_final_heat with provider VBKR/Jieli 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 89 source_refs archived at 2026-06-24T07:00:26Z use repo-relative paths, files exist, and hashes match

Next useful context:
- At 15:00 HKT, only 00668, 02697, 03952, 06715, and 06915 remained still-actionable by public subscription timetable; 06715 crossed 10x heat and upgraded to a small secondary candidate.
- 02335 and 06106 have refreshed 2026-06-24 Yahoo D1 rows before the Hong Kong close; treat them as in-session execution evidence, not final D1 review labels.
- T2 grey-market remains a source-strategy data_gap for recent June IPOs without approved reproducible evidence.
2026-06-24 07:15:05 +00:00
geometrybase e60e4b8a6f Refresh latest IPO candidates
Request:
Run the scheduled HK IPO analyst refresh as of 2026-06-24T05:23:44Z, 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 English and Chinese current-listing pages, rolling recent-listing coverage, the due HKEX document task for 02667, VBKR/Jieli live market heat, ipohk external history, Yahoo price-performance evidence, and A/H quote/FX evidence.
- Archived 5 still-actionable T0_95_final_heat rows for 00668, 02697, 03952, 06715, and 06915 while leaving post-deadline names on their last pre-deadline heat snapshots.
- Rebuilt analysis_model_v0_dataset.csv and related snapshots after the archive refresh.
- Wrote reports/2026-06-24_latest_ipo_candidates_analysis.md in Simplified Chinese and mirrored the same content to reports/README.md.
- Kept unofficial heat in ipo_market_heat only, preserved official T1 demand from HKEX allotment-result sources, and labeled 02335/06106 D1 rows as in-session rather than final D1 confirmation in the report.

Verification:
- git diff --check
- Rebuilt analysis dataset for 2026-06-24T05:23:44Z
- Python check that reports/README.md matches the dated report and all unresolved current/recent tickers are covered
- Python check that 5 current-run heat rows are T0_95_final_heat with provider VBKR/Jieli 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 68 source_refs archived at 2026-06-24T05:23:44Z use repo-relative paths, files exist, and hashes match
- Python check that analysis_model_v0_dataset.csv has 312 rows and the expected analysis_as_of

Next useful context:
- At 13:23 HKT, the 6/24 10:00 deadline group was already closed, leaving only 00668, 02697, 03952, 06715, and 06915 as still-actionable subscription names.
- Yahoo returned 02335 and 06106 D1 daily rows before the Hong Kong close; treat them as D1 in-session execution evidence, not final D1 review labels.
- T2 grey-market remains a source-strategy data_gap for recent June IPOs without approved reproducible evidence.
2026-06-24 05:33:24 +00:00