geometrybase
222f55c140
Add T0.5 market heat IPO analysis
...
Request:
- Test whether subscription-period T0.5 market heat data can be captured and incorporated into IPO analysis.
Changes:
- Add an ipo_market_heat table for non-official market-heat snapshots.
- Add a VBKR/Jieli archive script for expected margin subscription multiples.
- Archive the 2026-06-15T18:40:00Z heat snapshot for 01392, 02335, 06067, 06106, and 06132.
- Add an experimental T0.5 overlay rule file and a Chinese cross-IPO trial report.
- Update archivist and analyst skills so T0.5 remains separate from official T1 allotment demand.
Verification:
- .venv/bin/python -m py_compile scripts/archive_t0_5_market_heat.py scripts/build_analysis_dataset.py scripts/update_sync_state.py
- Python sqlite3 PRAGMA integrity_check returned ok and foreign_key_check returned zero rows.
- Confirmed 5 ipo_market_heat rows and 5 t0_5_market_heat source_refs for the frozen snapshot.
- git diff --cached --check
Next useful context:
- T0.5 data is non-official and should be resampled during the subscription window, then compared against T1 official allotment results.
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