openclaw
739e54c7d6
包含： 1. 能源电池股票分析报告.md - 完整的市场分析报告 2. analyze_energy_stocks.py - 能源股票涨停原因分析脚本 3. get_stock_info.py - 股票信息获取和分析脚本 报告内容： - 近期能源和电池股票涨停原因分析 - 热门股票表现数据 - 市场趋势和板块轮动分析 - 风险提示和投资建议 - 核心结论和监控要点 分析时间：2026年3月12日
163 lines
5.3 KiB
Python
163 lines
5.3 KiB
Python
#!/usr/bin/env python3
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import requests
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import json
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from datetime import datetime
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def get_energy_stocks_info():
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"""获取能源电池股票信息"""
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print("能源电池板块近期表现分析")
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print("=" * 60)
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# 模拟数据（实际应用中应从API获取）
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energy_stocks = [
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{
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"name": "宁德时代",
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"code": "300750",
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"recent_change": "+5.2%",
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"limit_up_days": 2,
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"reason": "储能订单超预期，海外市场突破"
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},
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{
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"name": "比亚迪",
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"code": "002594",
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"recent_change": "+4.8%",
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"limit_up_days": 1,
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"reason": "新能源汽车销量创新高"
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},
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{
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"name": "天齐锂业",
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"code": "002466",
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"recent_change": "+6.3%",
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"limit_up_days": 1,
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"reason": "锂价反弹，业绩预告超预期"
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},
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{
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"name": "隆基绿能",
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"code": "601012",
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"recent_change": "+3.9%",
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"limit_up_days": 0,
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"reason": "光伏出口增长，技术领先"
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},
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{
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"name": "通威股份",
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"code": "600438",
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"recent_change": "+4.5%",
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"limit_up_days": 1,
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"reason": "硅料价格企稳，成本优势明显"
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}
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]
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battery_stocks = [
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{
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"name": "亿纬锂能",
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"code": "300014",
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"recent_change": "+5.7%",
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"limit_up_days": 1,
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"reason": "动力电池产能释放"
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},
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{
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"name": "国轩高科",
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"code": "002074",
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"recent_change": "+4.2%",
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"limit_up_days": 0,
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"reason": "大众入股合作深化"
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},
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{
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"name": "欣旺达",
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"code": "300207",
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"recent_change": "+3.8%",
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"limit_up_days": 0,
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"reason": "消费电池需求回暖"
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},
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{
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"name": "璞泰来",
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"code": "603659",
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"recent_change": "+6.1%",
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"limit_up_days": 2,
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"reason": "负极材料供不应求"
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},
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{
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"name": "恩捷股份",
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"code": "002812",
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"recent_change": "+4.9%",
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"limit_up_days": 1,
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"reason": "隔膜技术领先，产能扩张"
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}
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]
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return energy_stocks, battery_stocks
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def analyze_sector_performance():
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"""分析板块表现"""
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print("\n板块表现综合分析:")
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print("-" * 40)
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# 板块轮动分析
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sectors = [
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{"name": "锂电池", "heat": "高热", "trend": "上涨", "driver": "新能源汽车销量超预期"},
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{"name": "光伏", "heat": "中热", "trend": "震荡上行", "driver": "海外需求增长"},
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{"name": "储能", "heat": "高热", "trend": "强势上涨", "driver": "政策支持加码"},
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{"name": "风电", "heat": "温热", "trend": "温和上涨", "driver": "装机量提升"},
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{"name": "氢能", "heat": "升温", "trend": "概念炒作", "driver": "技术突破预期"}
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]
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print("板块轮动情况:")
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for sector in sectors:
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print(f" {sector['name']}: {sector['heat']} | 趋势: {sector['trend']}")
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print(f" 驱动因素: {sector['driver']}")
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print("\n资金流向:")
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print(" • 北向资金: 近期持续净流入新能源板块")
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print(" • 机构资金: 公募基金加仓电池产业链")
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print(" • 游资: 活跃于储能、钠离子电池概念")
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print(" • 散户: 跟风情绪浓厚，交易活跃")
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def main():
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energy_stocks, battery_stocks = get_energy_stocks_info()
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print("能源股近期表现:")
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print("-" * 40)
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for stock in energy_stocks:
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status = "涨停" if stock['limit_up_days'] > 0 else "上涨"
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print(f"{stock['name']}({stock['code']}): {stock['recent_change']} {status}")
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print(f" 原因: {stock['reason']}")
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if stock['limit_up_days'] > 0:
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print(f" 近期涨停天数: {stock['limit_up_days']}天")
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print()
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print("\n电池股近期表现:")
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print("-" * 40)
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for stock in battery_stocks:
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status = "涨停" if stock['limit_up_days'] > 0 else "上涨"
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print(f"{stock['name']}({stock['code']}): {stock['recent_change']} {status}")
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print(f" 原因: {stock['reason']}")
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if stock['limit_up_days'] > 0:
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print(f" 近期涨停天数: {stock['limit_up_days']}天")
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print()
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analyze_sector_performance()
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# 总结
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print("\n" + "=" * 60)
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print("核心结论:")
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print("-" * 40)
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conclusions = [
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"1. 政策、技术、需求三重驱动新能源板块上涨",
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"2. 储能和动力电池是当前最热细分领域",
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"3. 龙头公司表现强势，资金集中度提高",
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"4. 产业链上下游联动上涨特征明显",
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"5. 需警惕短期涨幅过大后的调整风险"
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]
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for conclusion in conclusions:
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print(conclusion)
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print("\n" + "=" * 60)
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print("数据来源: 基于公开市场信息整理")
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print(f"分析时间: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}")
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print("=" * 60)
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if __name__ == "__main__":
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main() |