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个股检测显示当前roe和最近一期财报的roe
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@axiaoxin
axiaoxin committed Jul 24, 2021
1 parent 96063f7 commit 197a6d5
Showing 1 changed file with 38 additions and 23 deletions.
61 changes: 38 additions & 23 deletions core/checker.go
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Original file line number Diff line number Diff line change
Expand Up @@ -8,6 +8,7 @@ import (
"sort"
"strings"
"sync"
"time"

"github.com/axiaoxin-com/goutils"
"github.com/axiaoxin-com/logging"
Expand Down Expand Up @@ -117,12 +118,26 @@ type CheckResult map[string]map[string]string
func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (result CheckResult, ok bool) {
ok = true
result = make(CheckResult)

// ROE 高于 n%
checkItemName := "净资产收益率 (ROE)"
checkItemName := "净资产收益率(ROE)"
itemOK := true
desc := fmt.Sprintf("最新一期 ROE:%f", stock.BaseInfo.RoeWeight)
var lastFinaRoe float64
var lastFinaReport string
reports := stock.HistoricalFinaMainData.FilterByReportYear(ctx, time.Now().Year())
if len(reports) > 0 {
lastFinaRoe = reports[0].Roejq
lastFinaReport = reports[0].ReportDateName
}
desc := fmt.Sprintf("当前ROE:%f</br>%sROE:%f", stock.BaseInfo.RoeWeight, lastFinaReport, lastFinaRoe)
if stock.BaseInfo.RoeWeight < c.Options.MinROE {
desc = fmt.Sprintf("最新一期 ROE:%f</br>低于:%f", stock.BaseInfo.RoeWeight, c.Options.MinROE)
desc = fmt.Sprintf(
"当前ROE:%f</br>低于:%f</br>%sROE:%f",
stock.BaseInfo.RoeWeight,
c.Options.MinROE,
lastFinaReport,
lastFinaRoe,
)
ok = false
itemOK = false
}
Expand All @@ -132,15 +147,15 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
}

// ROE 均值小于 NoCheckYearsROE 时，至少 n 年内逐年递增
checkItemName = fmt.Sprintf("ROE 逐年递增（均值>=%f除外）", c.Options.NoCheckYearsROE)
checkItemName = fmt.Sprintf("ROE逐年递增（均值>=%f除外）", c.Options.NoCheckYearsROE)
itemOK = true
roeList := stock.HistoricalFinaMainData.ValueList(
ctx,
eastmoney.ValueListTypeROE,
c.Options.CheckYears,
eastmoney.FinaReportTypeYear,
)
desc = fmt.Sprintf("%d 年内 ROE:</br>%+v", c.Options.CheckYears, roeList)
desc = fmt.Sprintf("%d年内ROE(年报):</br>%+v", c.Options.CheckYears, roeList)
roeavg, err := goutils.AvgFloat64(roeList)
if err != nil {
logging.Warn(ctx, "roe avg error:"+err.Error())
Expand All @@ -152,7 +167,7 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
c.Options.CheckYears,
eastmoney.FinaReportTypeYear,
) {
desc = fmt.Sprintf("%d 年内未逐年递增:</br>%+v", c.Options.CheckYears, roeList)
desc = fmt.Sprintf("%d年内未逐年递增:</br>%+v", c.Options.CheckYears, roeList)
ok = false
itemOK = false
}
Expand All @@ -162,15 +177,15 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
}

// EPS 至少 n 年内逐年递增且 > 0
checkItemName = "EPS 逐年递增且 > 0"
checkItemName = "EPS逐年递增且 > 0"
itemOK = true
epsList := stock.HistoricalFinaMainData.ValueList(
ctx,
eastmoney.ValueListTypeEPS,
c.Options.CheckYears,
eastmoney.FinaReportTypeYear,
)
desc = fmt.Sprintf("%d 年内 EPS:</br>%+v", c.Options.CheckYears, epsList)
desc = fmt.Sprintf("%d年内EPS:</br>%+v", c.Options.CheckYears, epsList)
if c.Options.IsCheckEPSGrow && len(epsList) > 0 {
if epsList[len(epsList)-1] <= 0 ||
!stock.HistoricalFinaMainData.IsIncreasingByYears(
Expand All @@ -195,13 +210,13 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
c.Options.CheckYears,
eastmoney.FinaReportTypeYear,
)
checkItemName = "营收逐年递增且 > 0"
checkItemName = "营收逐年递增且>0"
itemOK = true
revs := []string{}
for _, rev := range revList {
revs = append(revs, goutils.YiWanString(rev))
}
desc = fmt.Sprintf("%d 年内营收:</br>%s", c.Options.CheckYears, strings.Join(revs, "</br>"))
desc = fmt.Sprintf("%d年内营收:</br>%s", c.Options.CheckYears, strings.Join(revs, "</br>"))
if c.Options.IsCheckRevGrow && len(revList) > 0 {
if revList[len(revList)-1] <= 0 ||
!stock.HistoricalFinaMainData.IsIncreasingByYears(
Expand All @@ -226,13 +241,13 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
c.Options.CheckYears,
eastmoney.FinaReportTypeYear,
)
checkItemName = "净利润逐年递增且 > 0"
checkItemName = "净利润逐年递增且>0"
itemOK = true
nps := []string{}
for _, np := range netprofitList {
nps = append(nps, goutils.YiWanString(np))
}
desc = fmt.Sprintf("%d 年内净利润:</br>%s", c.Options.CheckYears, strings.Join(nps, "</br>"))
desc = fmt.Sprintf("%d年内净利润:</br>%s", c.Options.CheckYears, strings.Join(nps, "</br>"))
if c.Options.IsCheckNetprofitGrow && len(netprofitList) > 0 {
if netprofitList[len(netprofitList)-1] <= 0 ||
!stock.HistoricalFinaMainData.IsIncreasingByYears(
Expand Down Expand Up @@ -369,9 +384,9 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
// 银行股特殊检测
if stock.GetOrgType() == "银行" && len(stock.HistoricalFinaMainData) > 0 {
fmd := stock.HistoricalFinaMainData[0]
checkItemName = "总资产收益率 (ROA)"
checkItemName = "总资产收益率(ROA)"
itemOK = true
desc = fmt.Sprintf("最新 ROA:%f", stock.BaseInfo.ROA)
desc = fmt.Sprintf("最新ROA:%f", stock.BaseInfo.ROA)
if stock.BaseInfo.ROA < c.Options.BankMinROA {
desc = fmt.Sprintf("ROA:%f</br>低于:%f", stock.BaseInfo.ROA, c.Options.BankMinROA)
ok = false
Expand Down Expand Up @@ -433,15 +448,15 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
)
checkItemName = "毛利率稳定性"
itemOK = true
desc = fmt.Sprintf("%d 年内毛利率:</br>%v", c.Options.CheckYears, mllList)
desc = fmt.Sprintf("%d年内毛利率:</br>%v", c.Options.CheckYears, mllList)
if c.Options.IsCheckMLLStability && !goutils.IsStrInSlice(stock.GetOrgType(), []string{"银行", "保险"}) {
if !stock.HistoricalFinaMainData.IsStability(
ctx,
eastmoney.ValueListTypeMLL,
c.Options.CheckYears,
eastmoney.FinaReportTypeYear,
) {
desc = fmt.Sprintf("%d 年内稳定性较差:</br>%v", c.Options.CheckYears, mllList)
desc = fmt.Sprintf("%d年内稳定性较差:</br>%v", c.Options.CheckYears, mllList)
ok = false
itemOK = false
}
Expand All @@ -452,9 +467,9 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
}

// 毛利率逐年递增
checkItemName = "毛利率逐年递增且 > 0"
checkItemName = "毛利率逐年递增且>0"
itemOK = true
desc = fmt.Sprintf("%d 年内毛利率:</br>%v", c.Options.CheckYears, mllList)
desc = fmt.Sprintf("%d年内毛利率:</br>%v", c.Options.CheckYears, mllList)
if c.Options.IsCheckMLLGrow && len(mllList) > 0 {
if revList[len(mllList)-1] <= 0 ||
!stock.HistoricalFinaMainData.IsIncreasingByYears(
Expand All @@ -481,15 +496,15 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
)
checkItemName = "净利率稳定性"
itemOK = true
desc = fmt.Sprintf("%d 年内净利率:</br>%v", c.Options.CheckYears, jllList)
desc = fmt.Sprintf("%d年内净利率:</br>%v", c.Options.CheckYears, jllList)
if c.Options.IsCheckJLLStability {
if !stock.HistoricalFinaMainData.IsStability(
ctx,
eastmoney.ValueListTypeJLL,
c.Options.CheckYears,
eastmoney.FinaReportTypeYear,
) {
desc = fmt.Sprintf("%d 年内稳定性较差:</br>%v", c.Options.CheckYears, jllList)
desc = fmt.Sprintf("%d年内稳定性较差:</br>%v", c.Options.CheckYears, jllList)
ok = false
itemOK = false
}
Expand All @@ -500,9 +515,9 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
}

// 净利率逐年递增
checkItemName = "净利率逐年递增且 > 0"
checkItemName = "净利率逐年递增且>0"
itemOK = true
desc = fmt.Sprintf("%d 年内净利率:</br>%v", c.Options.CheckYears, jllList)
desc = fmt.Sprintf("%d年内净利率:</br>%v", c.Options.CheckYears, jllList)
if c.Options.IsCheckJLLGrow && len(jllList) > 0 {
if revList[len(jllList)-1] <= 0 ||
!stock.HistoricalFinaMainData.IsIncreasingByYears(
Expand Down Expand Up @@ -602,7 +617,7 @@ func (c Checker) CheckFundamentals(ctx context.Context, stock models.Stock) (res
itemOK = true
if len(stock.HistoricalCashflowList) > 0 {
desc = fmt.Sprintf(
`经营活动产生的现金流量净额(>0): %s</br>投资活动产生的现金流量净额(<0)：%s</br>筹资活动产生的现金流量净额: %s</br>自由现金流量(>0)：%s`,
`经营活动产生的现金流量净额(>0):%s</br>投资活动产生的现金流量净额(<0):%s</br>筹资活动产生的现金流量净额:%s</br>自由现金流量(>0):%s`,
goutils.YiWanString(stock.NetcashOperate),
goutils.YiWanString(stock.NetcashInvest),
goutils.YiWanString(stock.NetcashFinance),
Expand Down

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