新增公司资料/指数/重大事项等 13 个接口, 文档全面对齐

- 新增 fin_mda/fin_equity/fin_company/fin_belong_index/fin_major_events 5 个模块 - 覆盖: 管理层讨论、股本结构、公司介绍、所属行业、指数分类/统计/成分、并购/股权激励/诉讼/关联交易/违规/担保 - _emchoice.fetch_report 支持"数据为空"按空结果处理 - api.py 增加 _simple_endpoint 统一生成纯 stocks 参数接口, 路由达 29 个 /fin 端点 - 冒烟测试扩展至 56 用例, 全部通过 - api_manual/blueprint/SKILLS/待优化文档与代码路径 100% 对齐
2026-08-15 11:34:11 +08:00
parent 797369bbed
commit 2ce68b7b5d
13 changed files with 1147 additions and 11 deletions
@@ -0,0 +1,73 @@
+"""东方财富 CHOICE API 管理层讨论与分析(MD&A)抓取工具。
+- 输入: 股票代码列表 (如 ['603233.SH'])
+- 输出: pandas DataFrame (年报/中报的董事会报告索引, 含标题与页码)
+- 不需要登录, 不需要 cookie, 无文件落盘
+"""
+from __future__ import annotations
+
+import pandas as pd
+
+from utils._emchoice import fetch_report
+
+
+_REPORT_NAME = "RPT_BUSINESSANALYSIS"
+# 列清单沿用 docs/api_docs.md 抓包值
+_COLUMNS = (
+    "ORG_CODE,SECUCODE,SECURITY_CODE,SECURITY_INNER_CODE,SECURITY_NAME_ABBR,"
+    "REPORT_DATE,REPORT_NAME,NOTICE_DATE,SOURCE,RELINFOCODE,TITLE,PAGE"
+)
+# 只取年报/中报的讨论与分析
+_REPORT_NAMES = '"年报","中报"'
+
+
+def _build_params(
+    secucode: str,
+    start_date: str,
+    end_date: str,
+) -> dict[str, str]:
+    """构造 RPT_BUSINESSANALYSIS 查询参数."""
+    return {
+        "source": "CHOICE",
+        "reportName": _REPORT_NAME,
+        "columns": _COLUMNS,
+        "quoteColumns": "",
+        "filter": (
+            f'(SECUCODE="{secucode}")(REPORT_NAME in ({_REPORT_NAMES}))'
+            f"(REPORT_DATE<='{end_date}')(REPORT_DATE>='{start_date}')"
+        ),
+        "pageNumber": "1",
+        "pageSize": "50",
+        "sortTypes": "-1",
+        "sortColumns": "REPORT_DATE",
+        "client": "SW",
+    }
+
+
+def _fetch_one(secucode: str, years: int) -> pd.DataFrame:
+    """拉一只股票的管理层讨论与分析."""
+    today = pd.Timestamp.today()
+    start = (today - pd.DateOffset(years=years)).strftime("%Y-%m-%d")
+    end = today.strftime("%Y-%m-%d")
+
+    rows = fetch_report(_build_params(secucode, start, end))
+    df = pd.DataFrame(rows)
+    if not df.empty:
+        df["SECUCODE"] = secucode
+    return df
+
+
+def get_mda(secucodes: list[str], years: int = 5) -> pd.DataFrame:
+    """抓取指定股票的管理层讨论与分析(年报/中报)并按股票合并。"""
+    codes = [code.strip() for code in secucodes if code.strip()]
+    if not codes:
+        return pd.DataFrame()
+
+    frames: list[pd.DataFrame] = []
+    for code in codes:
+        df = _fetch_one(code, years)
+        if not df.empty:
+            frames.append(df)
+
+    if not frames:
+        return pd.DataFrame()
+    return pd.concat(frames, ignore_index=True)