Files
hk-ipo/data/snapshots/sync_runs.csv
T
geometrybase 5f94bbfde9 Refresh latest HK IPO report with A/H and T2 overlays
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.
2026-06-23 09:02:48 +00:00

7.8 KiB

1sync_run_idmodeas_ofstarted_atfinished_atstatusnotes
2external_history_ipohk_20260615T191000Zexternal_history_update2026-06-15T19:10:00Z2026-06-15T19:10:00Z2026-06-15T19:10:00ZcompleteArchived 807 ipohk listed-history rows.
3external_history_ipohk_20260622T154732Zexternal_history_update2026-06-22T15:47:32Z2026-06-22T15:47:32Z2026-06-22T15:47:32ZcompleteArchived 807 ipohk listed-history rows.
4external_history_ipohk_20260622T230018Zexternal_history_update2026-06-22T23:00:18Z2026-06-22T23:00:18Z2026-06-22T23:00:18ZcompleteArchived 807 ipohk listed-history rows.
5external_history_ipohk_20260623T070025Zexternal_history_update2026-06-23T07:00:25Z2026-06-23T07:00:25Z2026-06-23T07:00:25ZcompleteArchived 807 ipohk listed-history rows.
6external_history_ipohk_20260623T085326Zexternal_history_update2026-06-23T08:53:26Z2026-06-23T08:53:26Z2026-06-23T08:53:26ZcompleteArchived 807 ipohk listed-history rows.
7price_performance_archive_20260615T100000Zprice_performance_archive2026-06-15T10:00:00Z2026-06-15T10:00:00Z2026-06-15T10:00:00ZcompleteArchived 273 price-history sources and 1063 price-performance rows; 17 tickers failed.
8price_performance_archive_20260617T082000Zprice_performance_archive2026-06-17T08:20:00Z2026-06-17T08:20:00Z2026-06-17T08:20:00ZcompleteArchived 1 price-history sources and 1 price-performance rows; 0 tickers failed.
9price_performance_archive_20260622T154732Zprice_performance_archive2026-06-22T15:47:32Z2026-06-22T15:47:32Z2026-06-22T15:47:32ZcompleteArchived 8 price-history sources and 11 price-performance rows; 16 tickers failed.
10price_performance_archive_20260622T230018Zprice_performance_archive2026-06-22T23:00:18Z2026-06-22T23:00:18Z2026-06-22T23:00:18ZcompleteArchived 0 price-history sources and 0 price-performance rows; 16 tickers failed.
11price_performance_archive_20260623T070025Zprice_performance_archive2026-06-23T07:00:25Z2026-06-23T07:00:25Z2026-06-23T07:00:25ZcompleteArchived 2 price-history sources and 2 price-performance rows; 16 tickers failed.
12price_performance_archive_20260623T085326Zprice_performance_archive2026-06-23T08:53:26Z2026-06-23T08:53:26Z2026-06-23T08:53:26ZcompleteArchived 0 price-history sources and 0 price-performance rows; 16 tickers failed.
13sync_state_20260615T073000Zrecent_ipo_list_refresh2026-06-15T07:30:00Z2026-06-15T07:30:00Z2026-06-15T07:30:00ZcompleteDerived ticker sync state refreshed.
14sync_state_20260615T081500Zhkex_document_archive2026-06-15T08:15:00Z2026-06-15T08:15:00Z2026-06-15T08:15:00ZcompleteDerived ticker sync state refreshed.
15sync_state_20260615T082000Zhkex_document_archive2026-06-15T08:20:00Z2026-06-15T08:20:00Z2026-06-15T08:20:00ZcompleteDerived ticker sync state refreshed.
16sync_state_20260615T082500Zhkex_document_archive2026-06-15T08:25:00Z2026-06-15T08:25:00Z2026-06-15T08:25:00ZcompleteDerived ticker sync state refreshed.
17sync_state_20260615T083000Zhkex_document_archive2026-06-15T08:30:00Z2026-06-15T08:30:00Z2026-06-15T08:30:00ZcompleteDerived ticker sync state refreshed.
18sync_state_20260615T083500Zhkex_document_archive2026-06-15T08:35:00Z2026-06-15T08:35:00Z2026-06-15T08:35:00ZcompleteDerived ticker sync state refreshed.
19sync_state_20260615T084500Zhkex_document_archive2026-06-15T08:45:00Z2026-06-15T08:45:00Z2026-06-15T08:45:00ZcompleteDerived ticker sync state refreshed.
20sync_state_20260615T085000Zhkex_document_archive2026-06-15T08:50:00Z2026-06-15T08:50:00Z2026-06-15T08:50:00ZcompleteDerived ticker sync state refreshed.
21sync_state_20260615T090000Zhkex_document_archive2026-06-15T09:00:00Z2026-06-15T09:00:00Z2026-06-15T09:00:00ZcompleteDerived ticker sync state refreshed.
22sync_state_20260615T100000Zprice_performance_archive2026-06-15T10:00:00Z2026-06-15T10:00:00Z2026-06-15T10:00:00ZcompleteDerived ticker sync state refreshed.
23sync_state_20260615T100500Zhkex_document_archive2026-06-15T10:05:00Z2026-06-15T10:05:00Z2026-06-15T10:05:00ZcompleteDerived ticker sync state refreshed.
24sync_state_20260615T110000Zhkex_document_archive2026-06-15T11:00:00Z2026-06-15T11:00:00Z2026-06-15T11:00:00ZcompleteDerived ticker sync state refreshed.
25sync_state_20260615T120000Zhkex_document_archive2026-06-15T12:00:00Z2026-06-15T12:00:00Z2026-06-15T12:00:00ZcompleteDerived ticker sync state refreshed.
26sync_state_20260615T120500Zgrey_market_gap_review2026-06-15T12:05:00Z2026-06-15T12:05:00Z2026-06-15T12:05:00ZcompleteDerived ticker sync state refreshed.
27sync_state_20260615T140000Zt1_demand_text_backfill2026-06-15T14:00:00Z2026-06-15T14:00:00Z2026-06-15T14:00:00ZcompleteDerived ticker sync state refreshed.
28sync_state_20260615T141000Zt1_demand_text_backfill2026-06-15T14:10:00Z2026-06-15T14:10:00Z2026-06-15T14:10:00ZcompleteDerived ticker sync state refreshed.
29sync_state_20260615T141500Zt1_demand_text_backfill2026-06-15T14:15:00Z2026-06-15T14:15:00Z2026-06-15T14:15:00ZcompleteDerived ticker sync state refreshed.
30sync_state_20260615T142000Zt1_demand_text_backfill2026-06-15T14:20:00Z2026-06-15T14:20:00Z2026-06-15T14:20:00ZcompleteDerived ticker sync state refreshed.
31sync_state_20260615T153000Zhkex_document_archive2026-06-15T15:30:00Z2026-06-15T15:30:00Z2026-06-15T15:30:00ZcompleteDerived ticker sync state refreshed.
32sync_state_20260615T160000Zanalyst_source_update2026-06-15T16:00:00Z2026-06-15T16:00:00Z2026-06-15T16:00:00ZcompleteDerived ticker sync state refreshed.
33sync_state_20260615T170000Zanalyst_source_update2026-06-15T17:00:00Z2026-06-15T17:00:00Z2026-06-15T17:00:00ZcompleteDerived ticker sync state refreshed.
34sync_state_20260615T170500Zanalyst_source_update2026-06-15T17:05:00Z2026-06-15T17:05:00Z2026-06-15T17:05:00ZcompleteDerived ticker sync state refreshed.
35sync_state_20260615T173000Zanalyst_source_update2026-06-15T17:30:00Z2026-06-15T17:30:00Z2026-06-15T17:30:00ZcompleteDerived ticker sync state refreshed.
36sync_state_20260615T182000Zanalyst_source_update2026-06-15T18:20:00Z2026-06-15T18:20:00Z2026-06-15T18:20:00ZcompleteDerived ticker sync state refreshed.
37sync_state_20260615T184000Zmarket_heat_source_update2026-06-15T18:40:00Z2026-06-15T18:40:00Z2026-06-15T18:40:00ZcompleteDerived ticker sync state refreshed.
38sync_state_20260617T082000Zprice_performance_archive2026-06-17T08:20:00Z2026-06-17T08:20:00Z2026-06-17T08:20:00ZcompleteDerived ticker sync state refreshed.
39sync_state_20260618T081633Zrecent_ipo_list_refresh2026-06-18T08:16:33Z2026-06-18T08:16:33Z2026-06-18T08:16:33ZcompleteDerived ticker sync state refreshed.
40sync_state_20260621T084459Zhkex_document_archive2026-06-21T08:44:59Z2026-06-21T08:44:59Z2026-06-21T08:44:59ZcompleteDerived ticker sync state refreshed.
41sync_state_20260622T085500Zhkex_document_archive2026-06-22T08:55:00Z2026-06-22T08:55:00Z2026-06-22T08:55:00ZcompleteDerived ticker sync state refreshed.
42sync_state_20260622T135738Zmarket_heat_source_update2026-06-22T13:57:38Z2026-06-22T13:57:38Z2026-06-22T13:57:38ZcompleteDerived ticker sync state refreshed.
43sync_state_20260622T154732Zprice_performance_archive2026-06-22T15:47:32Z2026-06-22T15:47:32Z2026-06-22T15:47:32ZcompleteDerived ticker sync state refreshed.
44sync_state_20260622T230018Zprice_performance_archive2026-06-22T23:00:18Z2026-06-22T23:00:18Z2026-06-22T23:00:18ZcompleteDerived ticker sync state refreshed.
45sync_state_20260623T070025Zstate_refresh2026-06-23T07:00:25Z2026-06-23T07:00:25Z2026-06-23T07:00:25ZcompleteDerived ticker sync state refreshed.
46sync_state_20260623T085326Zprice_performance_archive2026-06-23T08:53:26Z2026-06-23T08:53:26Z2026-06-23T08:53:26ZcompleteDerived ticker sync state refreshed.
47sync_state_20260623T085432Zstate_refresh2026-06-23T08:54:32Z2026-06-23T08:54:32Z2026-06-23T08:54:32ZcompleteDerived ticker sync state refreshed.
48sync_state_seed_2026_06_15bootstrap_state_refresh2026-06-15T06:30:00Z2026-06-15T06:30:00Z2026-06-15T06:30:00ZcompleteDerived ticker sync state refreshed.