Files
board-monitor/board_monitor.py

576 lines
24 KiB
Python
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
#!/usr/bin/env python3
"""
A股板块盘后分析系统
获取东方财富板块数据,生成分析报告,发送邮件通知
"""
import urllib.request
import json
import os
import sys
import subprocess
from datetime import datetime
from typing import List, Dict, Optional
from pathlib import Path
# 清除代理环境变量(解决代理问题)
for proxy_var in ['http_proxy', 'https_proxy', 'HTTP_PROXY', 'HTTPS_PROXY']:
os.environ.pop(proxy_var, None)
# 配置
SCRIPT_DIR = Path(__file__).parent
DATA_DIR = SCRIPT_DIR / "data"
DATA_DIR.mkdir(exist_ok=True)
# 东方财富API配置
EASTMONEY_BASE_URL = "http://push2.eastmoney.com/api/qt/clist/get"
# 板块类型
BOARD_TYPES = {
"industry": "m:90+t:2", # 行业板块
"concept": "m:90+t:3", # 概念板块
}
# 数据字段
FIELDS = "f12,f14,f2,f3,f62,f66,f84,f104,f125,f126,f127,f128"
def get_board_data(board_type: str, sort_by: str = "f3", limit: int = 100) -> Optional[List[Dict]]:
"""
获取板块数据
参数:
board_type: 板块类型 (industry/concept)
sort_by: 排序字段 (f3=涨跌幅, f62=主力资金)
limit: 返回数量
返回:
List[Dict]: 板块数据列表
"""
fs = BOARD_TYPES.get(board_type)
if not fs:
print(f"❌ 未知的板块类型: {board_type}")
return None
url = f"{EASTMONEY_BASE_URL}?fid={sort_by}&po=1&pz={limit}&pn=1&np=1&fltt=2&invt=2&fs={fs}&fields={FIELDS}"
try:
req = urllib.request.Request(url, headers={
'User-Agent': 'Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36',
'Referer': 'http://quote.eastmoney.com/'
})
with urllib.request.urlopen(req, timeout=15) as resp:
data = json.loads(resp.read().decode())
if data.get('data') and data['data'].get('diff'):
items = data['data']['diff']
boards = []
for item in items:
board = {
'code': item.get('f12', ''),
'name': item.get('f14', ''),
'price': item.get('f2', 0) / 100 if item.get('f2') else 0,
'pct_change': item.get('f3', 0) / 100 if item.get('f3') else 0,
'main_flow': item.get('f62', 0) / 1e8 if item.get('f62') else 0, # 亿元
'leader_code': item.get('f84', ''),
'leader_name': item.get('f104', ''),
}
boards.append(board)
return boards
else:
print(f"⚠️ API返回数据为空")
return None
except urllib.error.URLError as e:
print(f"❌ 网络请求失败: {e}")
return None
except Exception as e:
print(f"❌ 获取数据异常: {e}")
return None
def analyze_market(all_industry: List, all_concept: List) -> Dict:
"""
专业市场分析
返回各种分析指标
"""
analysis = {}
# 1. 市场整体统计
if all_industry:
up_count = len([b for b in all_industry if b['pct_change'] > 0])
down_count = len([b for b in all_industry if b['pct_change'] < 0])
flat_count = len([b for b in all_industry if b['pct_change'] == 0])
avg_pct = sum(b['pct_change'] for b in all_industry) / len(all_industry)
max_pct = max(b['pct_change'] for b in all_industry)
min_pct = min(b['pct_change'] for b in all_industry)
total_flow = sum(b['main_flow'] for b in all_industry)
analysis['market_stats'] = {
'up_count': up_count,
'down_count': down_count,
'flat_count': flat_count,
'up_ratio': up_count / len(all_industry) * 100,
'avg_pct': avg_pct,
'max_pct': max_pct,
'min_pct': min_pct,
'total_flow': total_flow,
}
# 2. 资金集中度分析
if all_industry:
sorted_by_flow = sorted(all_industry, key=lambda x: x['main_flow'], reverse=True)
top5_flow = sum(b['main_flow'] for b in sorted_by_flow[:5])
analysis['fund_concentration'] = {
'top5_flow': top5_flow,
'top5_ratio': abs(top5_flow) / abs(analysis['market_stats']['total_flow']) * 100 if analysis['market_stats']['total_flow'] != 0 else 0,
}
# 3. 板块强弱分析
if all_industry:
strong_boards = [b for b in all_industry if b['pct_change'] > 1 and b['main_flow'] > 5]
weak_boards = [b for b in all_industry if b['pct_change'] < -1 and b['main_flow'] < -5]
analysis['strength'] = {
'strong_count': len(strong_boards),
'weak_count': len(weak_boards),
'strong_boards': strong_boards[:5],
'weak_boards': weak_boards[:5],
}
# 4. 概念板块热度分析
if all_concept:
hot_concepts = sorted([b for b in all_concept if b['main_flow'] > 0],
key=lambda x: x['main_flow'], reverse=True)[:5]
cold_concepts = sorted([b for b in all_concept if b['main_flow'] < 0],
key=lambda x: x['main_flow'])[:5]
analysis['concept_heat'] = {
'hot': hot_concepts,
'cold': cold_concepts,
}
# 5. 市场情绪判断
if analysis.get('market_stats'):
stats = analysis['market_stats']
# 综合判断
sentiment_score = 0
# 涨跌比例贡献
if stats['up_ratio'] > 70:
sentiment_score += 2
elif stats['up_ratio'] > 50:
sentiment_score += 1
elif stats['up_ratio'] < 30:
sentiment_score -= 2
elif stats['up_ratio'] < 50:
sentiment_score -= 1
# 平均涨跌幅贡献
if stats['avg_pct'] > 0.5:
sentiment_score += 1
elif stats['avg_pct'] < -0.5:
sentiment_score -= 1
# 资金流向贡献
if stats['total_flow'] > 50:
sentiment_score += 2
elif stats['total_flow'] > 0:
sentiment_score += 1
elif stats['total_flow'] < -50:
sentiment_score -= 2
elif stats['total_flow'] < 0:
sentiment_score -= 1
# 情绪等级
if sentiment_score >= 4:
sentiment = '强势上涨'
sentiment_desc = '市场情绪高涨,多数板块上涨,资金大幅流入,建议关注强势板块机会。'
elif sentiment_score >= 2:
sentiment = '偏强'
sentiment_desc = '市场整体偏强,资金流向积极,可适度参与热门板块。'
elif sentiment_score >= 0:
sentiment = '平稳'
sentiment_desc = '市场情绪平稳,涨跌均衡,建议观望或轻仓布局。'
elif sentiment_score >= -2:
sentiment = '偏弱'
sentiment_desc = '市场整体偏弱,资金流出明显,建议谨慎操作,关注防御性板块。'
else:
sentiment = '弱势下跌'
sentiment_desc = '市场情绪低迷,多数板块下跌,资金大幅流出,建议规避风险,等待企稳信号。'
analysis['sentiment'] = {
'score': sentiment_score,
'level': sentiment,
'description': sentiment_desc,
}
return analysis
def generate_daily_report(boards_data: Dict, to_email: str = "wlq@tphai.com") -> bool:
"""
生成盘后分析报告并发送邮件
参数:
boards_data: 板块数据字典 {'industry': [], 'concept': []}
to_email: 收件人邮箱
返回:
bool: 是否发送成功
"""
all_industry = boards_data.get('industry', [])
all_concept = boards_data.get('concept', [])
if not all_industry and not all_concept:
print("❌ 无数据,无法生成报告")
return False
# 分析总结
timestamp = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
# 排序数据
industry_by_pct = sorted(all_industry, key=lambda x: x['pct_change'], reverse=True)
industry_by_flow = sorted(all_industry, key=lambda x: x['main_flow'], reverse=True)
concept_by_pct = sorted(all_concept, key=lambda x: x['pct_change'], reverse=True)
concept_by_flow = sorted(all_concept, key=lambda x: x['main_flow'], reverse=True)
# 执行专业分析
analysis = analyze_market(all_industry, all_concept)
# ========== 生成HTML正文 ==========
html_lines = [
"<h2>📊 A股板块盘后分析报告</h2>",
f"<p>报告时间: {timestamp}</p>",
"",
"<hr>",
]
# ===== 一、市场情绪分析 =====
if analysis.get('sentiment'):
sent = analysis['sentiment']
stats = analysis.get('market_stats', {})
html_lines.append("")
html_lines.append("<h3>一、市场情绪分析</h3>")
html_lines.append(f"<p><strong>市场评级: {sent['level']}</strong></p>")
html_lines.append(f"<p>{sent['description']}</p>")
if stats:
html_lines.append("<table border='1' cellpadding='6' cellspacing='0' style='border-collapse: collapse;'>")
html_lines.append("<tr><td>上涨板块</td><td>{}</td><td>占比 {:.1f}%</td></tr>".format(stats['up_count'], stats['up_ratio']))
html_lines.append("<tr><td>下跌板块</td><td>{}</td><td>占比 {:.1f}%</td></tr>".format(stats['down_count'], 100 - stats['up_ratio']))
html_lines.append("<tr><td>平均涨跌</td><td>{:.2f}%</td><td>最大涨幅 {:.2f}%</td></tr>".format(stats['avg_pct'], stats['max_pct']))
html_lines.append("<tr><td>资金净流</td><td>{:.2f}亿</td><td>最大跌幅 {:.2f}%</td></tr>".format(stats['total_flow'], stats['min_pct']))
html_lines.append("</table>")
# ===== 二、资金流向分析 =====
if analysis.get('fund_concentration'):
fund = analysis['fund_concentration']
html_lines.append("")
html_lines.append("<h3>二、资金流向分析</h3>")
html_lines.append(f"<p>TOP5板块资金合计: <strong>{fund['top5_flow']:.2f}亿</strong></p>")
html_lines.append(f"<p>资金集中度: <strong>{fund['top5_ratio']:.1f}%</strong>(流入资金集中在少数板块)</p>")
# ===== 三、板块强弱分析 =====
if analysis.get('strength'):
strength = analysis['strength']
html_lines.append("")
html_lines.append("<h3>三、板块强弱分析</h3>")
html_lines.append(f"<p>强势板块(涨幅>1%且资金流入>5亿: <strong>{strength['strong_count']} 个</strong></p>")
html_lines.append(f"<p>弱势板块(跌幅>1%且资金流出>5亿: <strong>{strength['weak_count']} 个</strong></p>")
if strength['strong_boards']:
html_lines.append("<p>强势板块示例:</p>")
html_lines.append("<ul>")
for b in strength['strong_boards'][:3]:
html_lines.append("<li>{name}: +{pct:.2f}%, 资金+{flow:.2f}亿</li>".format(
name=b['name'], pct=b['pct_change'], flow=b['main_flow']))
html_lines.append("</ul>")
if strength['weak_boards']:
html_lines.append("<p>弱势板块示例:</p>")
html_lines.append("<ul>")
for b in strength['weak_boards'][:3]:
html_lines.append("<li>{name}: {pct:.2f}%, 资金{flow:.2f}亿</li>".format(
name=b['name'], pct=b['pct_change'], flow=b['main_flow']))
html_lines.append("</ul>")
# ===== 四、热门概念分析 =====
if analysis.get('concept_heat'):
heat = analysis['concept_heat']
html_lines.append("")
html_lines.append("<h3>四、概念板块热度</h3>")
if heat['hot']:
html_lines.append("<p>🔥 热门概念资金流入TOP:</p>")
html_lines.append("<table border='1' cellpadding='6' cellspacing='0' style='border-collapse: collapse;'>")
html_lines.append("<tr style='background:#fff0f0'><th>概念</th><th>资金(亿)</th><th>涨跌</th></tr>")
for b in heat['hot'][:5]:
pct_str = f"+{b['pct_change']:.2f}%" if b['pct_change'] > 0 else f"{b['pct_change']:.2f}%"
html_lines.append(f"<tr><td>{b['name']}</td><td>+{b['main_flow']:.2f}</td><td>{pct_str}</td></tr>")
html_lines.append("</table>")
if heat['cold']:
html_lines.append("<p>❄️ 冷门概念资金流出TOP:</p>")
html_lines.append("<table border='1' cellpadding='6' cellspacing='0' style='border-collapse: collapse;'>")
html_lines.append("<tr style='background:#f0f0ff'><th>概念</th><th>资金(亿)</th><th>涨跌</th></tr>")
for b in heat['cold'][:5]:
pct_str = f"+{b['pct_change']:.2f}%" if b['pct_change'] > 0 else f"{b['pct_change']:.2f}%"
html_lines.append(f"<tr><td>{b['name']}</td><td>{b['main_flow']:.2f}</td><td>{pct_str}</td></tr>")
html_lines.append("</table>")
# ===== 五、行业板块排行 =====
html_lines.append("")
html_lines.append("<hr>")
html_lines.append("")
html_lines.append("<h3>五、行业板块涨跌排行</h3>")
html_lines.append("<p>📈 涨幅 TOP5:</p>")
html_lines.append("<table border='1' cellpadding='6' cellspacing='0' style='border-collapse: collapse;'>")
html_lines.append("<tr style='background:#f0f0f0'><th>板块</th><th>涨跌幅</th><th>主力资金</th><th>领涨股</th></tr>")
for board in industry_by_pct[:5]:
pct_str = f"+{board['pct_change']:.2f}%" if board['pct_change'] > 0 else f"{board['pct_change']:.2f}%"
flow_str = f"+{board['main_flow']:.2f}亿" if board['main_flow'] > 0 else f"{board['main_flow']:.2f}亿"
html_lines.append(f"<tr><td>{board['name']}</td><td>{pct_str}</td><td>{flow_str}</td><td>{board['leader_name'] or '-'}</td></tr>")
html_lines.append("</table>")
html_lines.append("<p>📉 跌幅 TOP5:</p>")
html_lines.append("<table border='1' cellpadding='6' cellspacing='0' style='border-collapse: collapse;'>")
html_lines.append("<tr style='background:#f0f0f0'><th>板块</th><th>涨跌幅</th><th>主力资金</th></tr>")
for board in industry_by_pct[-5:]:
pct_str = f"+{board['pct_change']:.2f}%" if board['pct_change'] > 0 else f"{board['pct_change']:.2f}%"
flow_str = f"+{board['main_flow']:.2f}亿" if board['main_flow'] > 0 else f"{board['main_flow']:.2f}亿"
html_lines.append(f"<tr><td>{board['name']}</td><td>{pct_str}</td><td>{flow_str}</td></tr>")
html_lines.append("</table>")
# ===== 六、主力资金排行 =====
html_lines.append("")
html_lines.append("<h3>六、主力资金流向排行</h3>")
html_lines.append("<p>💰 大幅流入 TOP10 (≥10亿):</p>")
html_lines.append("<table border='1' cellpadding='6' cellspacing='0' style='border-collapse: collapse;'>")
html_lines.append("<tr style='background:#f0f0f0'><th>板块</th><th>资金(亿)</th><th>涨跌</th></tr>")
inflow_boards = [b for b in industry_by_flow if b['main_flow'] > 10][:10]
for board in inflow_boards:
pct_str = f"+{board['pct_change']:.2f}%" if board['pct_change'] > 0 else f"{board['pct_change']:.2f}%"
html_lines.append(f"<tr><td>{board['name']}</td><td>+{board['main_flow']:.2f}</td><td>{pct_str}</td></tr>")
html_lines.append("</table>")
html_lines.append("<p>💸 大幅流出 TOP10 (≤-10亿):</p>")
html_lines.append("<table border='1' cellpadding='6' cellspacing='0' style='border-collapse: collapse;'>")
html_lines.append("<tr style='background:#f0f0f0'><th>板块</th><th>资金(亿)</th><th>涨跌</th></tr>")
outflow_boards = [b for b in industry_by_flow if b['main_flow'] < -10][:10]
for board in outflow_boards:
pct_str = f"+{board['pct_change']:.2f}%" if board['pct_change'] > 0 else f"{board['pct_change']:.2f}%"
html_lines.append(f"<tr><td>{board['name']}</td><td>{board['main_flow']:.2f}</td><td>{pct_str}</td></tr>")
html_lines.append("</table>")
# ===== 七、投资建议 =====
html_lines.append("")
html_lines.append("<hr>")
html_lines.append("<h3>七、投资建议</h3>")
if analysis.get('sentiment'):
sent = analysis['sentiment']
if sent['score'] >= 2:
html_lines.append("<p><strong>策略建议: 积极参与</strong></p>")
html_lines.append("<ul>")
html_lines.append("<li>关注资金大幅流入的热门板块,如新能源、科技类</li>")
html_lines.append("<li>可适当追涨强势板块龙头股</li>")
html_lines.append("<li>注意板块轮动节奏,避免追高</li>")
html_lines.append("</ul>")
elif sent['score'] >= 0:
html_lines.append("<p><strong>策略建议: 观望为主</strong></p>")
html_lines.append("<ul>")
html_lines.append("<li>等待明确的市场方向信号</li>")
html_lines.append("<li>可轻仓布局有资金流入的潜力板块</li>")
html_lines.append("<li>规避资金流出明显的板块</li>")
html_lines.append("</ul>")
else:
html_lines.append("<p><strong>策略建议: 谨慎防守</strong></p>")
html_lines.append("<ul>")
html_lines.append("<li>控制仓位,规避风险板块</li>")
html_lines.append("<li>关注防御性板块如银行、医药等</li>")
html_lines.append("<li>等待市场企稳后再介入</li>")
html_lines.append("</ul>")
html_lines.append("")
html_lines.append("<hr>")
html_lines.append("<p><em>📊 详细数据请查看附件 CSV 文件</em></p>")
html_body = "\n".join(html_lines)
# 生成附件文件CSV格式
attachment_file = DATA_DIR / f"board_detail_{datetime.now().strftime('%Y%m%d')}.csv"
csv_lines = [
"# A股板块详细数据",
f"# 生成时间: {timestamp}",
"",
"=== 行业板块涨跌幅排行 ===",
"板块名称,涨跌幅(%),主力资金(亿),领涨股",
]
for board in industry_by_pct:
csv_lines.append(f"{board['name']},{board['pct_change']:.2f},{board['main_flow']:.2f},{board['leader_name'] or ''}")
csv_lines.append("")
csv_lines.append("=== 行业板块资金流向排行 ===")
csv_lines.append("板块名称,主力资金(亿),涨跌幅(%),领涨股")
for board in industry_by_flow:
csv_lines.append(f"{board['name']},{board['main_flow']:.2f},{board['pct_change']:.2f},{board['leader_name'] or ''}")
csv_lines.append("")
csv_lines.append("=== 概念板块涨跌幅排行 ===")
csv_lines.append("板块名称,涨跌幅(%),主力资金(亿),领涨股")
for board in concept_by_pct:
csv_lines.append(f"{board['name']},{board['pct_change']:.2f},{board['main_flow']:.2f},{board['leader_name'] or ''}")
csv_lines.append("")
csv_lines.append("=== 概念板块资金流向排行 ===")
csv_lines.append("板块名称,主力资金(亿),涨跌幅(%),领涨股")
for board in concept_by_flow:
csv_lines.append(f"{board['name']},{board['main_flow']:.2f},{board['pct_change']:.2f},{board['leader_name'] or ''}")
attachment_file.write_text("\n".join(csv_lines), encoding='utf-8')
# 发送邮件
email_script = SCRIPT_DIR.parent.parent / "skills/email/scripts/send_email.py"
subject = f"【A股板块盘后分析】{datetime.now().strftime('%Y-%m-%d')}"
cmd = [
"python3", str(email_script),
"send",
"--to", to_email,
"--subject", subject,
"--body", html_body,
"--html",
"--attach", str(attachment_file)
]
try:
result = subprocess.run(cmd, capture_output=True, text=True, timeout=30)
if result.returncode == 0:
print(f"✅ 报告发送成功: {to_email}")
print(f" 附件: {attachment_file}")
return True
else:
print(f"❌ 发送失败: {result.stderr}")
return False
except Exception as e:
print(f"❌ 发送异常: {e}")
return False
def run_daily_report(to_email: str = "wlq@tphai.com", verbose: bool = False) -> bool:
"""
执行盘后报告生成和发送
参数:
to_email: 收件人邮箱
verbose: 是否显示详细日志
返回:
bool: 是否成功
"""
if verbose:
print(f"\n📊 A股板块盘后分析")
print("=" * 50)
print(f"收件人: {to_email}")
print(f"时间: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}")
# 获取所有板块数据
boards_data = {}
for board_type in ["industry", "concept"]:
if verbose:
print(f"\n📡 获取 {board_type} 板块数据...")
boards = get_board_data(board_type, limit=100)
if boards:
boards_data[board_type] = boards
if verbose:
print(f"✅ 成功获取 {len(boards)} 条数据")
else:
print(f"❌ 获取 {board_type} 数据失败")
boards_data[board_type] = []
# 生成并发送报告
if boards_data.get('industry') or boards_data.get('concept'):
return generate_daily_report(boards_data, to_email)
else:
print("❌ 所有数据获取失败,无法生成报告")
return False
def main():
"""命令行入口"""
import argparse
parser = argparse.ArgumentParser(description="A股板块盘后分析系统")
subparsers = parser.add_subparsers(dest="command", help="可用命令")
# 测试命令
subparsers.add_parser("test", help="测试API连接")
# 获取数据命令
get_parser = subparsers.add_parser("get", help="获取板块数据")
get_parser.add_argument("type", choices=["industry", "concept"], help="板块类型")
get_parser.add_argument("--limit", type=int, default=20, help="返回数量")
# 发送报告命令
report_parser = subparsers.add_parser("report", help="生成并发送盘后报告")
report_parser.add_argument("--to", default="wlq@tphai.com", help="收件人邮箱")
report_parser.add_argument("-v", "--verbose", action="store_true", help="显示详细日志")
args = parser.parse_args()
if args.command == "test":
print("\n🧪 测试东方财富API连接...")
for board_type in ["industry", "concept"]:
print(f"\n测试 {board_type} 板块...")
boards = get_board_data(board_type, limit=5)
if boards:
print(f"✅ 成功获取 {len(boards)} 条数据")
for board in boards[:3]:
pct_str = f"+{board['pct_change']:.2f}%" if board['pct_change'] > 0 else f"{board['pct_change']:.2f}%"
print(f" - {board['name']}: {pct_str}")
else:
print(f"{board_type} 测试失败")
elif args.command == "get":
boards = get_board_data(args.type, limit=args.limit)
if boards:
print(f"\n📊 {args.type} 板块数据 ({len(boards)} 条)")
print("=" * 50)
for board in boards:
pct_str = f"+{board['pct_change']:.2f}%" if board['pct_change'] > 0 else f"{board['pct_change']:.2f}%"
flow_str = f"+{board['main_flow']:.2f}亿" if board['main_flow'] > 0 else f"{board['main_flow']:.2f}亿"
print(f"{board['name']}: {pct_str}, 主力{flow_str}")
else:
print("❌ 获取数据失败")
elif args.command == "report":
run_daily_report(to_email=args.to, verbose=args.verbose)
else:
parser.print_help()
if __name__ == "__main__":
main()