Files
hk-ipo/data/snapshots/ipo_market_heat.csv
T
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.
2026-06-15 15:44:32 +00:00

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heat_id,ticker,source_id,stage,provider,observed_at,margin_subscription_multiple,margin_multiple_label,offer_price_low_hkd,offer_price_high_hkd,board_lot,min_subscription_amount_hkd,subscription_deadline,result_announcement_date,listing_date,data_as_of,notes
01392_t0_5_market_heat_vbkr_20260615T184000Z,01392,01392_t0_5_market_heat_vbkr_20260615T184000Z,T0_5_market_heat,VBKR/Jieli,2026-06-15T18:40:00Z,2195.84,2195.84倍,7.2,7.2,500,3636.31,2026-06-16 10:00,2026-06-17,2026-06-22,2026-06-15T18:40:00Z,Stock name on source page: 海清智元. Prospectus URL shown by source: https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0611/2026061100016_c.pdf
02335_t0_5_market_heat_vbkr_20260615T184000Z,02335,02335_t0_5_market_heat_vbkr_20260615T184000Z,T0_5_market_heat,VBKR/Jieli,2026-06-15T18:40:00Z,4.78,4.78倍,18.2,21.0,200,4242.36,2026-06-18 10:00,2026-06-22,2026-06-24,2026-06-15T18:40:00Z,Stock name on source page: 麥科醫藥-B. Prospectus URL shown by source: https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0615/2026061500010_c.pdf
06067_t0_5_market_heat_vbkr_20260615T184000Z,06067,06067_t0_5_market_heat_vbkr_20260615T184000Z,T0_5_market_heat,VBKR/Jieli,2026-06-15T18:40:00Z,109.2,109.20倍,8.98,8.98,500,4535.28,2026-06-17 10:00,2026-06-18,2026-06-23,2026-06-15T18:40:00Z,Stock name on source page: 星源材質. Prospectus URL shown by source: https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0612/2026061200032_c.pdf
06106_t0_5_market_heat_vbkr_20260615T184000Z,06106,06106_t0_5_market_heat_vbkr_20260615T184000Z,T0_5_market_heat,VBKR/Jieli,2026-06-15T18:40:00Z,48.07,48.07倍,101.6,101.6,50,5131.24,2026-06-18 10:00,2026-06-22,2026-06-24,2026-06-15T18:40:00Z,Stock name on source page: 仙工智能. Prospectus URL shown by source: https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0615/2026061500014_c.pdf
06132_t0_5_market_heat_vbkr_20260615T184000Z,06132,06132_t0_5_market_heat_vbkr_20260615T184000Z,T0_5_market_heat,VBKR/Jieli,2026-06-15T18:40:00Z,135.39,135.39倍,81.8,81.8,100,8262.49,2026-06-17 10:00,2026-06-18,2026-06-23,2026-06-15T18:40:00Z,Stock name on source page: 華健未來-B. Prospectus URL shown by source: https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0612/2026061200084_c.pdf