新增三大股东接口, 补充 SKILLS.md 使用说明书
- 新增 十大流通股东/十大股东明细/股东户数 三个抓取模块并接入 API - 冒烟测试扩展至 30 用例, 全部通过 - 新增 SKILLS.md (给其他 agent 使用的工具说明书) - 补充待优化端点清单与文档对齐规范
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# SKILLS.md — EMWeb API 使用说明书
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> 本工具是一个 HTTP 财务数据服务,聚合了东方财富 CHOICE 的财务数据抓取能力。
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> **无鉴权、无 cookie、无 key**,直接 GET 即可调用,返回结构化 JSON。
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> 适合任何需要 A 股上市公司财务数据/股东/分红信息的 agent 使用。
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---
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## 1. 基本信息
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| 项 | 值 |
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|---|---|
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| Base URL | `http://<服务地址>:8765` |
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| 鉴权 | 无 |
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| 数据覆盖 | A 股财务三表、财务指标、主营构成、分红、股东数据 |
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| Swagger | `http://<服务地址>:8765/docs`(可视化调试) |
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## 2. 通用约定
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- **股票代码格式**:`代码.市场`,如 `603233.SH`(上交所)、`000001.SZ`(深交所)。多只用英文逗号分隔:`603233.SH,600519.SH`。
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- **`years` 参数**:拉取最近 N 年数据,范围 1~20。
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- **返回结构**(成功):
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```json
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{
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"success": true,
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"count": 10,
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"columns": ["SECUCODE", "REPORT_DATE", "..."],
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"data": [ { "SECUCODE": "603233.SH", ... } ]
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}
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```
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- **错误情况**:
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- HTTP `400`:参数不合法(如 `stocks` 为空)。
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- HTTP `404` + `success: false`:请求成功但无数据(股票代码写错、或该股无此数据)。此时 `data` 为 `[]`,不要重试。
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- HTTP `5xx`:上游接口异常,可稍后重试。
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- 空值(NaN/NaT/±inf)在 JSON 中统一为 `null`。
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## 3. 接口总览
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| 类别 | 路径 | 一句话说明 |
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|---|---|---|
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| 健康 | `GET /health` | 探活 |
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| 财务摘要 | `GET /fin/summary` | 财务摘要(报告期口径,需 ORG_CODE) |
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| 财务摘要 | `GET /fin/quarterly-summary` | 财务摘要(单季度,只需代码) |
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| 主营 | `GET /fin/main-business` | 主营构成(按产品 / 按地区) |
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| 报表 | `GET /fin/balance` | 资产负债表 |
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| 报表 | `GET /fin/income` | 利润表 |
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| 报表 | `GET /fin/cashflow` | 现金流量表 |
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| 指标 | `GET /fin/profitability` | 盈利能力与收益质量 |
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| 指标 | `GET /fin/capital-structure` | 资本结构与偿债能力 |
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| 指标 | `GET /fin/operate-ability` | 营运能力 |
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| 指标 | `GET /fin/growth` | 成长能力 |
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| 指标 | `GET /fin/dupont` | 杜邦分析(ROE 拆解) |
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| 分红 | `GET /fin/dividend-detail` | 分红明细(方案/除权日等) |
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| 分红 | `GET /fin/dividend-statics` | 分红统计(按年汇总) |
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| 股东 | `GET /fin/free-holders` | 十大流通股东 |
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| 股东 | `GET /fin/holders` | 十大股东明细 |
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| 股东 | `GET /fin/holder-num` | 股东户数 |
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## 4. 接口详情
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### 4.1 快速探活
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```bash
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curl "http://127.0.0.1:8765/health"
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# => {"status":"ok"}
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```
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### 4.2 财务摘要
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```bash
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# 单季度 (只需代码) —— 适合拿季度经营数据
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curl "http://127.0.0.1:8765/fin/quarterly-summary?stocks=603233.SH&years=3"
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# 报告期口径 (推荐带 ORG_CODE, 否则可能查不到, 详见第 5 节)
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curl "http://127.0.0.1:8765/fin/summary?stocks=603233.SH:10500736&years=5"
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```
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### 4.3 主营构成
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```bash
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# 按产品分类 (中文参数需要 URL 编码: 产品=%E4%BA%A7%E5%93%81, 地区=%E5%9C%B0%E5%8C%BA)
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curl "http://127.0.0.1:8765/fin/main-business?stocks=603233.SH&classify_type=%E4%BA%A7%E5%93%81&years=3"
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```
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关键列:`STD_REPORT_NAME`(产品/地区名,含"合计"行)、`MAIN_BUSINESS_INCOME`、`MAIN_BUSINESS_RPOFIT`、`GROSS_RPOFIT_RATIO`(毛利率)。
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### 4.4 三张财务报表
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```bash
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curl "http://127.0.0.1:8765/fin/balance?stocks=603233.SH&years=3" # 资产负债表, 列含 TOTAL_ASSETS 等
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curl "http://127.0.0.1:8765/fin/income?stocks=603233.SH&years=3" # 利润表, 列含 TOTAL_OPERATE_INCOME 等
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curl "http://127.0.0.1:8765/fin/cashflow?stocks=603233.SH&years=3" # 现金流量表, 列含 SALES_SERVICES 等
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```
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### 4.5 财务指标(四大分析 + 杜邦)
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```bash
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curl "http://127.0.0.1:8765/fin/profitability?stocks=603233.SH" # ROE/ROA/毛利率
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curl "http://127.0.0.1:8765/fin/capital-structure?stocks=603233.SH" # 资产负债率/流动比率
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curl "http://127.0.0.1:8765/fin/operate-ability?stocks=603233.SH" # 周转率/周转天数
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curl "http://127.0.0.1:8765/fin/growth?stocks=603233.SH" # 营收/净利同比增速
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curl "http://127.0.0.1:8765/fin/dupont?stocks=603233.SH" # ROE 三因素拆解
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```
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### 4.6 分红
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```bash
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curl "http://127.0.0.1:8765/fin/dividend-detail?stocks=603233.SH&years=5" # 明细: IMPL_PLAN_PROFILE(方案)/EX_DIVIDEND_DATE(除权日)
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curl "http://127.0.0.1:8765/fin/dividend-statics?stocks=603233.SH&years=5" # 统计: GXL(股息率)/AUALACCMDIV_ARD(每股股利)
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```
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### 4.7 股东数据
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```bash
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curl "http://127.0.0.1:8765/fin/free-holders?stocks=603233.SH&years=3" # 十大流通股东: HOLDER_NAME/HOLD_RATIO
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curl "http://127.0.0.1:8765/fin/holders?stocks=603233.SH&years=3" # 十大股东明细: RANK/HOLDER_NAME/DIRECTION
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curl "http://127.0.0.1:8765/fin/holder-num?stocks=603233.SH&years=3" # 股东户数: HOLDER_TOTAL_NUM/户数增减
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```
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## 5. 使用注意事项
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1. **只有 `/fin/summary` 需要 ORG_CODE**:格式 `代码:ORG_CODE`(如 `603233.SH:10500736`)。ORG_CODE 是东财内部机构编码,只传代码时服务会尝试自动查询但**不稳定**;如果 400 报错提示 ORG_CODE,请改用 `代码:ORG_CODE` 格式,或换用 `/fin/quarterly-summary`。
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2. **中文参数要 URL 编码**:仅 `classify_type`(产品/地区)一处,浏览器或 curl 请编码后传。
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3. **一次可查多只**:`stocks` 用逗号分隔,返回多股合并数据(每行带 `SECUCODE` 区分)。
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4. **列名不翻译**:`columns` 与上游东财接口一致(英文大写,如 `REPORT_DATE`、`TOTAL_ASSETS`),`data` 每行是键值对象,值可能为 `null`。
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5. **报告期**:财务数据按报告期返回,`REPORT_DATE`/`END_DATE` 字段为 `YYYY-MM-DD` 格式(JSON 中是字符串)。
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6. **频率**:接口为实时抓取,没有缓存;高频批量调用请控制节奏。
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## 6. 常见组合场景
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| 任务 | 推荐调用 |
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|---|---|
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| 快速体检一家公司 | `quarterly-summary` + `main-business` + `profitability` |
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| 深度财务分析 | `balance` + `income` + `cashflow` + `dupont` |
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| 成长性判断 | `growth` + `quarterly-summary` |
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| 分红投资 | `dividend-detail` + `dividend-statics` |
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| 股东结构/筹码分析 | `holders` + `free-holders` + `holder-num` |
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@@ -26,6 +26,9 @@ from utils.fin_operate import get_operate_ability
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from utils.fin_growth import get_growth
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from utils.fin_dupont import get_dupont
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from utils.fin_dividend import get_dividend_detail, get_dividend_statics
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from utils.fin_free_holders import get_free_holders
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from utils.fin_holders import get_holders
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from utils.fin_holder_num import get_holder_num
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app = FastAPI(
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@@ -131,6 +134,9 @@ def root():
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"GET /fin/dupont": "拉取杜邦分析",
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"GET /fin/dividend-detail": "拉取分红明细",
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"GET /fin/dividend-statics": "拉取分红统计",
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"GET /fin/free-holders": "拉取十大流通股东",
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"GET /fin/holders": "拉取十大股东明细",
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"GET /fin/holder-num": "拉取股东户数",
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"GET /health": "健康检查",
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},
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"usage": {
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@@ -498,6 +504,66 @@ def fin_dividend_statics(
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return payload
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@app.get("/fin/free-holders")
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def fin_free_holders(
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stocks: str = Query(..., description="股票代码,逗号分隔,例如 '603233.SH'。仅支持代码,不需要 ORG_CODE。", examples=["603233.SH"]),
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years: int = Query(3, ge=1, le=20, description="拉取最近多少年的十大流通股东"),
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):
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"""拉取十大流通股东。"""
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codes = [code.strip() for code in stocks.split(",") if code.strip()]
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if not codes:
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raise HTTPException(400, detail="stocks 参数不能为空")
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df = get_free_holders(codes, years=years)
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if df.empty:
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return _empty_response("无十大流通股东数据, 请检查股票代码或筛选条件", codes, years=years)
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payload = _df_to_json_payload(df)
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payload["codes_requested"] = codes
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payload["years"] = years
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return payload
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@app.get("/fin/holders")
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def fin_holders(
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stocks: str = Query(..., description="股票代码,逗号分隔,例如 '603233.SH'。仅支持代码,不需要 ORG_CODE。", examples=["603233.SH"]),
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years: int = Query(3, ge=1, le=20, description="拉取最近多少年的十大股东明细"),
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):
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"""拉取十大股东明细。"""
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codes = [code.strip() for code in stocks.split(",") if code.strip()]
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if not codes:
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raise HTTPException(400, detail="stocks 参数不能为空")
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df = get_holders(codes, years=years)
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if df.empty:
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return _empty_response("无十大股东明细数据, 请检查股票代码或筛选条件", codes, years=years)
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payload = _df_to_json_payload(df)
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payload["codes_requested"] = codes
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payload["years"] = years
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return payload
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@app.get("/fin/holder-num")
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def fin_holder_num(
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stocks: str = Query(..., description="股票代码,逗号分隔,例如 '603233.SH'。仅支持代码,不需要 ORG_CODE。", examples=["603233.SH"]),
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years: int = Query(3, ge=1, le=20, description="拉取最近多少年的股东户数"),
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):
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"""拉取股东户数。"""
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codes = [code.strip() for code in stocks.split(",") if code.strip()]
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if not codes:
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raise HTTPException(400, detail="stocks 参数不能为空")
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df = get_holder_num(codes, years=years)
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if df.empty:
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return _empty_response("无股东户数数据, 请检查股票代码或筛选条件", codes, years=years)
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payload = _df_to_json_payload(df)
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payload["codes_requested"] = codes
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payload["years"] = years
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return payload
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if __name__ == "__main__":
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import uvicorn
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uvicorn.run(app, host="0.0.0.0", port=8765, log_level="info")
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@@ -274,3 +274,64 @@ Sec-Fetch-Mode: cors
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Sec-Fetch-Dest: empty
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Referer: https://emchoicew.eastmoney.com/
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Accept-Encoding: gzip, deflate, br
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## 十大流通股东
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---
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GET /api/data/v1/get?source=CHOICE&reportName=RPT_F10_EH_FREEHOLDERS&columns=F10_FREEHOLDERS"eColumns=&pageNumber=&pageSize=&sortColumns=END_DATE,HOLD_NUM&client=SW&filter=(SECUCODE=%22603233.SH%22)(END_DATE%3E=%272024-01-01%27)(END_DATE%3C=%272026-12-31%27)&sortTypes=-1,-1 HTTP/1.1
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Host: datacenter-choice.eastmoney.com
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Connection: keep-alive
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sec-ch-ua: "Chromium";v="104"
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Accept: application/json
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version:
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sec-ch-ua-mobile: ?0
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User-Agent: Mozilla/5.0 (Windows NT 6.2; WOW64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/104.0.5112.102 Safari/537.36
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token:
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sec-ch-ua-platform: "Windows"
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Origin: https://emchoicew.eastmoney.com
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Accept-Language: zh-CN,zh;q=0.9
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Sec-Fetch-Site: same-site
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Sec-Fetch-Mode: cors
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Sec-Fetch-Dest: empty
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Referer: https://emchoicew.eastmoney.com/
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Accept-Encoding: gzip, deflate, br
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## 十大股东明细
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---
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GET /api/data/v1/get?source=CHOICE&reportName=RPT_DMSK_HOLDERS&columns=SECUCODE,SECURITY_CODE,ORG_CODE,SECURITY_TYPE_CODE,END_DATE,RANK,HOLDER_CODE,HOLDER_NAME,HOLD_NUM,HOLD_RATIO,HOLD_NUM_CHANGE,HOLD_RATIO_CHANGE,DIRECTION,SHARES_TYPE,HOLDER_NATURE,REPORT_TYPE,HOLD_CHANGE,NOTICE_DATE,HOLD_RATIO_YOY,REPORT_DATE_NAME,REFERENCE_MARKET_CAP"eColumns=&filter=(SECUCODE=%22603233.SH%22)(END_DATE%3E=%272022-01-01%27)(END_DATE%3C=%272026-12-31%27)&pageNumber=&pageSize=&sortTypes=-1,1&sortColumns=END_DATE,RANK&client=SW HTTP/1.1
|
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Host: datacenter-choice.eastmoney.com
|
||||
Connection: keep-alive
|
||||
sec-ch-ua: "Chromium";v="104"
|
||||
Accept: application/json
|
||||
sec-ch-ua-mobile: ?0
|
||||
User-Agent: Mozilla/5.0 (Windows NT 6.2; WOW64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/104.0.5112.102 Safari/537.36
|
||||
sec-ch-ua-platform: "Windows"
|
||||
Origin: https://emchoicew.eastmoney.com
|
||||
Accept-Language: zh-CN,zh;q=0.9
|
||||
Sec-Fetch-Site: same-site
|
||||
Sec-Fetch-Mode: cors
|
||||
Sec-Fetch-Dest: empty
|
||||
Referer: https://emchoicew.eastmoney.com/
|
||||
Accept-Encoding: gzip, deflate, br
|
||||
|
||||
|
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|
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## 股东户数
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---
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GET /api/data/v1/get?source=CHOICE&reportName=RPT_F10_EH_HOLDERNUM&columns=CHOICEF9_EH_HOLDERNUM"eColumns=&filter=(SECUCODE=%22603233.SH%22)(END_DATE%3E=%272022-01-01%27)(END_DATE%3C=%272026-12-31%27)&pageNumber=&pageSize=&sortColumns=END_DATE&client=SW&sortTypes=-1 HTTP/1.1
|
||||
Host: datacenter-choice.eastmoney.com
|
||||
Connection: keep-alive
|
||||
sec-ch-ua: "Chromium";v="104"
|
||||
Accept: application/json
|
||||
version:
|
||||
sec-ch-ua-mobile: ?0
|
||||
User-Agent: Mozilla/5.0 (Windows NT 6.2; WOW64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/104.0.5112.102 Safari/537.36
|
||||
token:
|
||||
sec-ch-ua-platform: "Windows"
|
||||
Origin: https://emchoicew.eastmoney.com
|
||||
Accept-Language: zh-CN,zh;q=0.9
|
||||
Sec-Fetch-Site: same-site
|
||||
Sec-Fetch-Mode: cors
|
||||
Sec-Fetch-Dest: empty
|
||||
Referer: https://emchoicew.eastmoney.com/
|
||||
Accept-Encoding: gzip, deflate, br
|
||||
|
||||
|
||||
+36
-1
@@ -253,6 +253,38 @@ curl "http://127.0.0.1:8765/fin/dividend-statics?stocks=603233.SH&years=5"
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||||
|
||||
---
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||||
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||||
## 8. 股东数据(十大流通股东 / 十大股东明细 / 股东户数)
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||||
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||||
**公共参数**
|
||||
|
||||
| 参数 | 类型 | 必填 | 默认 | 说明 |
|
||||
|---|---|---|---|---|
|
||||
| `stocks` | string | ✅ | — | 逗号分隔股票代码,如 `603233.SH`。仅需代码,不需要 ORG_CODE |
|
||||
| `years` | int | | `3` | 拉取最近多少年的数据(1~20) |
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||||
|
||||
**示例**
|
||||
|
||||
```bash
|
||||
# 十大流通股东
|
||||
curl "http://127.0.0.1:8765/fin/free-holders?stocks=603233.SH&years=3"
|
||||
|
||||
# 十大股东明细
|
||||
curl "http://127.0.0.1:8765/fin/holders?stocks=603233.SH&years=3"
|
||||
|
||||
# 股东户数
|
||||
curl "http://127.0.0.1:8765/fin/holder-num?stocks=603233.SH&years=3"
|
||||
```
|
||||
|
||||
**各接口常见列**
|
||||
|
||||
| 接口 | 常见列 |
|
||||
|---|---|
|
||||
| 十大流通股东 | `HOLDER_NAME`(股东名)、`HOLD_NUM`(持股数)、`HOLD_RATIO`、`FREE_HOLDNUM_RATIO`(占流通股比)、`HOLD_CHANGE` 等 |
|
||||
| 十大股东明细 | `RANK`(排名)、`HOLDER_NAME`、`HOLD_NUM`、`HOLD_RATIO`、`DIRECTION`(增减持方向)、`NOTICE_DATE` 等 |
|
||||
| 股东户数 | `HOLDER_TOTAL_NUM`(股东总数)、`HOLDER_TOTAL_NUMCHANGE`(户数增减)、`AVG_TOTAL_SHARES`(户均持股)等 |
|
||||
|
||||
---
|
||||
|
||||
## 接口一览
|
||||
|
||||
| 路径 | 功能 | 数据来源报表 |
|
||||
@@ -271,9 +303,12 @@ curl "http://127.0.0.1:8765/fin/dividend-statics?stocks=603233.SH&years=5"
|
||||
| `/fin/dupont` | 杜邦分析 | `RPT_HSF9_FINA_DUPONT` |
|
||||
| `/fin/dividend-detail` | 分红明细 | `RPT_HSF9_ASSIGNPLAN_DETAIL` |
|
||||
| `/fin/dividend-statics` | 分红统计 | `RPT_HSF9_ASSIGNPLAN_STATICS` |
|
||||
| `/fin/free-holders` | 十大流通股东 | `RPT_F10_EH_FREEHOLDERS` |
|
||||
| `/fin/holders` | 十大股东明细 | `RPT_DMSK_HOLDERS` |
|
||||
| `/fin/holder-num` | 股东户数 | `RPT_F10_EH_HOLDERNUM` |
|
||||
|
||||
## 测试
|
||||
|
||||
```bash
|
||||
uv run pytest tests/ -q # 冒烟测试: 连真实接口验证各模块能取到数据
|
||||
uv run pytest tests/ -q # 冒烟测试: 连真实接口验证各模块能取到数据 (30 用例)
|
||||
```
|
||||
|
||||
+11
-2
@@ -35,7 +35,10 @@ EMWebApi/
|
||||
│ ├── fin_operate.py # 营运能力
|
||||
│ ├── fin_growth.py # 成长能力
|
||||
│ ├── fin_dupont.py # 杜邦分析
|
||||
│ └── fin_dividend.py # 分红明细 + 分红统计
|
||||
│ ├── fin_dividend.py # 分红明细 + 分红统计
|
||||
│ ├── fin_free_holders.py # 十大流通股东
|
||||
│ ├── fin_holders.py # 十大股东明细
|
||||
│ ├── fin_holder_num.py # 股东户数
|
||||
├── tests/
|
||||
│ └── test_interfaces.py # 冒烟测试 (连真实接口)
|
||||
└── docs/
|
||||
@@ -65,6 +68,9 @@ EMWebApi/
|
||||
| 9 | 成长能力 | `CWFX_CZNL` → `RPT_HSF9_FINA_GROWTH` | ✅ 已实现 |
|
||||
| 10 | 杜邦分析 | `RPT_HSF9_FINA_DUPONT` | ✅ 已实现 |
|
||||
| 11 | 分红明细 + 分红统计 | `RPT_HSF9_ASSIGNPLAN_DETAIL` / `_STATICS` | ✅ 已实现 |
|
||||
| 12 | 十大流通股东 | `RPT_F10_EH_FREEHOLDERS` | ✅ 已实现 |
|
||||
| 13 | 十大股东明细 | `RPT_DMSK_HOLDERS` | ✅ 已实现 |
|
||||
| 14 | 股东户数 | `RPT_F10_EH_HOLDERNUM` | ✅ 已实现 |
|
||||
|
||||
**文档外补充**:财务摘要(报告期) 用 `RPT_CUSTOM_ORGF9_FIN_SUMMARY`,需 ORG_CODE(不在 api_docs.md 里)。
|
||||
|
||||
@@ -88,7 +94,10 @@ EMWebApi/
|
||||
| 成长能力 | `utils/fin_growth.py` | `GET /fin/growth` |
|
||||
| 杜邦分析 | `utils/fin_dupont.py` | `GET /fin/dupont` |
|
||||
| 分红明细 + 统计 | `utils/fin_dividend.py` | `GET /fin/dividend-detail` / `dividend-statics` |
|
||||
| 测试 | `tests/test_interfaces.py` | `uv run pytest tests/ -q` (24 用例) |
|
||||
| 十大流通股东 | `utils/fin_free_holders.py` | `GET /fin/free-holders` |
|
||||
| 十大股东明细 | `utils/fin_holders.py` | `GET /fin/holders` |
|
||||
| 股东户数 | `utils/fin_holder_num.py` | `GET /fin/holder-num` |
|
||||
| 测试 | `tests/test_interfaces.py` | `uv run pytest tests/ -q` (30 用例) |
|
||||
|
||||
### 🧹 待清理
|
||||
|
||||
|
||||
@@ -0,0 +1,3 @@
|
||||
- 每次更新需要需要检查
|
||||
- 代码和文档的对齐
|
||||
- 代码/文档 和 skills 对齐
|
||||
@@ -0,0 +1,38 @@
|
||||
|
||||
---
|
||||
|
||||
## 你需要补的 EMWebApi 端点清单
|
||||
|
||||
按价值排序,按工作量排序(带推测的 CHOICE 接口 ID):
|
||||
|
||||
### 🔴 高价值(建议优先补)
|
||||
|
||||
| # | 端点名 | 对应路径 | 用途 | 推测 CHOICE 接口 |
|
||||
|---|--------|---------|------|-----------------|
|
||||
| 1 | `/fin/holder` | 股东户数 + 十大股东 | 筹码集中度 + 机构动向 | `RPT_F10_EH_EHD` / `RPT_F10_SHAREHOLDER` |
|
||||
| 2 | `/fin/valuation-history` | 历史 PE/PB 分位 | 当前估值贵不贵 | `RPT_VALUATION_ANALYSIS` |
|
||||
| 3 | `/fin/profit-forecast` | 卖方一致预期 | 未来 EPS 预测 + 评级 | `RPT_PROFIT_FORECAST` 或 `RPT_F10_PROFITNOTE` |
|
||||
| 4 | `/fin/industry-compare` | 行业横向对比 | 在行业里的位置 | `RPT_INDUSTRY_COMP` |
|
||||
|
||||
### 🟡 中价值(看时间补)
|
||||
|
||||
| # | 端点名 | 对应路径 | 用途 | 推测 CHOICE 接口 |
|
||||
|---|--------|---------|------|-----------------|
|
||||
| 5 | `/fin/cashflow-quarterly` | 单季度现金流量表 | 季度经营性现金流 | 在现有 `fin/cashflow` 上加 `reportType` 参数 |
|
||||
| 6 | `/fin/operating-data` | 经营数据(药房专属) | 门店数、同店增长、新开/关闭 | `RPT_F10_OPDATA`(按行业走分表) |
|
||||
| 7 | `/fin/notice` | 重大事项 | 重组/激励/回购/担保 | `RPT_F10_NOTICE` 或事件流 |
|
||||
|
||||
### 🟢 低价值(看心情)
|
||||
|
||||
| # | 端点名 | 对应路径 | 用途 | 推测 CHOICE 接口 |
|
||||
|---|--------|---------|------|-----------------|
|
||||
| 8 | `/fin/management` | 管理层介绍 + 持股 | 老板背景、薪酬 | `RPT_F10_MANAGEMENT` |
|
||||
| 9 | `/fin/top-flow` | 大宗交易 + 高管增减持 | 减持信号 | `RPT_F10_BIGTRADE` / `RPT_F10_HOLDERCHANGE` |
|
||||
|
||||
### 💡 实现提示
|
||||
|
||||
1. **`fin/operating-data` 是药房/银行/地产的行业专属接口**,CHOICE 不会给一个通用端点,可能要按行业分多个子接口(`fin/op-data-pharmacy` / `fin/op-data-bank` ...)
|
||||
2. **`fin/holder` 通常分两张**:股东户数 + 十大股东明细,建议拆成两个端点更清晰
|
||||
3. **接口 ID 不确定的话**:你先写一个能跑通的 demo(比如 `summary`),我这边按你的命名风格对照补其它4. **每个新接口都建议加 `org_code` 参数**(`stocks=603233.SH:10500736`格式),少走自动查询这一步,更稳
|
||||
|
||||
**优先级建议**:今晚先攻 1+2+3(持仓 + 估值历史 + 盈利预测),这三个对大参林的报告补全是**质变级别**的提升。其它周末慢慢来。
|
||||
@@ -11,7 +11,10 @@ from utils.fin_capital_structure import get_capital_structure
|
||||
from utils.fin_cashflow import get_cashflow
|
||||
from utils.fin_dividend import get_dividend_detail, get_dividend_statics
|
||||
from utils.fin_dupont import get_dupont
|
||||
from utils.fin_free_holders import get_free_holders
|
||||
from utils.fin_growth import get_growth
|
||||
from utils.fin_holder_num import get_holder_num
|
||||
from utils.fin_holders import get_holders
|
||||
from utils.fin_income import get_income
|
||||
from utils.fin_main_business import get_main_business
|
||||
from utils.fin_operate import get_operate_ability
|
||||
@@ -32,6 +35,9 @@ CASES = [
|
||||
pytest.param(get_dupont, "ROE", id="dupont"),
|
||||
pytest.param(get_dividend_detail, "IMPL_PLAN_PROFILE", id="dividend_detail"),
|
||||
pytest.param(get_dividend_statics, "AUALACCMDIV_ARD", id="dividend_statics"),
|
||||
pytest.param(get_free_holders, "HOLDER_NAME", id="free_holders"),
|
||||
pytest.param(get_holders, "HOLDER_NAME", id="holders"),
|
||||
pytest.param(get_holder_num, "HOLDER_TOTAL_NUM", id="holder_num"),
|
||||
]
|
||||
|
||||
|
||||
@@ -80,5 +86,8 @@ def test_api_routes():
|
||||
"/fin/dupont",
|
||||
"/fin/dividend-detail",
|
||||
"/fin/dividend-statics",
|
||||
"/fin/free-holders",
|
||||
"/fin/holders",
|
||||
"/fin/holder-num",
|
||||
]:
|
||||
assert route in paths, f"缺少路由 {route}"
|
||||
|
||||
@@ -0,0 +1,64 @@
|
||||
"""东方财富 CHOICE API 十大流通股东抓取工具。
|
||||
- 输入: 股票代码列表 (如 ['603233.SH'])
|
||||
- 输出: pandas DataFrame (按报告期末的十大流通股东)
|
||||
- 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_F10_EH_FREEHOLDERS"
|
||||
_COLUMNS = "F10_FREEHOLDERS"
|
||||
|
||||
|
||||
def _build_params(
|
||||
secucode: str,
|
||||
start_date: str,
|
||||
end_date: str,
|
||||
) -> dict[str, str]:
|
||||
"""构造 RPT_F10_EH_FREEHOLDERS 查询参数."""
|
||||
return {
|
||||
"source": "CHOICE",
|
||||
"reportName": _REPORT_NAME,
|
||||
"columns": _COLUMNS,
|
||||
"quoteColumns": "",
|
||||
"pageNumber": "",
|
||||
"pageSize": "",
|
||||
"sortColumns": "END_DATE,HOLD_NUM",
|
||||
"client": "SW",
|
||||
"filter": f'(SECUCODE="{secucode}")(END_DATE>=\'{start_date}\')(END_DATE<=\'{end_date}\')',
|
||||
"sortTypes": "-1,-1",
|
||||
}
|
||||
|
||||
|
||||
def _fetch_one(secucode: str, years: int) -> pd.DataFrame:
|
||||
"""拉一只股票的十大流通股东."""
|
||||
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_free_holders(secucodes: list[str], years: int = 3) -> pd.DataFrame:
|
||||
"""抓取指定股票的十大流通股东并按股票合并。"""
|
||||
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)
|
||||
@@ -0,0 +1,64 @@
|
||||
"""东方财富 CHOICE API 股东户数抓取工具。
|
||||
- 输入: 股票代码列表 (如 ['603233.SH'])
|
||||
- 输出: pandas DataFrame (按报告期末的股东户数变化)
|
||||
- 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_F10_EH_HOLDERNUM"
|
||||
_COLUMNS = "CHOICEF9_EH_HOLDERNUM"
|
||||
|
||||
|
||||
def _build_params(
|
||||
secucode: str,
|
||||
start_date: str,
|
||||
end_date: str,
|
||||
) -> dict[str, str]:
|
||||
"""构造 RPT_F10_EH_HOLDERNUM 查询参数."""
|
||||
return {
|
||||
"source": "CHOICE",
|
||||
"reportName": _REPORT_NAME,
|
||||
"columns": _COLUMNS,
|
||||
"quoteColumns": "",
|
||||
"filter": f'(SECUCODE="{secucode}")(END_DATE>=\'{start_date}\')(END_DATE<=\'{end_date}\')',
|
||||
"pageNumber": "",
|
||||
"pageSize": "",
|
||||
"sortColumns": "END_DATE",
|
||||
"client": "SW",
|
||||
"sortTypes": "-1",
|
||||
}
|
||||
|
||||
|
||||
def _fetch_one(secucode: str, years: int) -> pd.DataFrame:
|
||||
"""拉一只股票的股东户数."""
|
||||
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_holder_num(secucodes: list[str], years: int = 3) -> pd.DataFrame:
|
||||
"""抓取指定股票的股东户数并按股票合并。"""
|
||||
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)
|
||||
@@ -0,0 +1,70 @@
|
||||
"""东方财富 CHOICE API 十大股东明细抓取工具。
|
||||
- 输入: 股票代码列表 (如 ['603233.SH'])
|
||||
- 输出: pandas DataFrame (按报告期末的十大股东明细)
|
||||
- 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_DMSK_HOLDERS"
|
||||
# 列清单沿用 docs/api_docs.md 抓包值
|
||||
_COLUMNS = (
|
||||
"SECUCODE,SECURITY_CODE,ORG_CODE,SECURITY_TYPE_CODE,END_DATE,RANK,"
|
||||
"HOLDER_CODE,HOLDER_NAME,HOLD_NUM,HOLD_RATIO,HOLD_NUM_CHANGE,"
|
||||
"HOLD_RATIO_CHANGE,DIRECTION,SHARES_TYPE,HOLDER_NATURE,REPORT_TYPE,"
|
||||
"HOLD_CHANGE,NOTICE_DATE,HOLD_RATIO_YOY,REPORT_DATE_NAME,REFERENCE_MARKET_CAP"
|
||||
)
|
||||
|
||||
|
||||
def _build_params(
|
||||
secucode: str,
|
||||
start_date: str,
|
||||
end_date: str,
|
||||
) -> dict[str, str]:
|
||||
"""构造 RPT_DMSK_HOLDERS 查询参数."""
|
||||
return {
|
||||
"reportName": _REPORT_NAME,
|
||||
"columns": _COLUMNS,
|
||||
"quoteColumns": "",
|
||||
"filter": f'(SECUCODE="{secucode}")(END_DATE>=\'{start_date}\')(END_DATE<=\'{end_date}\')',
|
||||
"pageNumber": "",
|
||||
"pageSize": "",
|
||||
"sortTypes": "-1,1",
|
||||
"sortColumns": "END_DATE,RANK",
|
||||
"client": "SW",
|
||||
"source": "CHOICE",
|
||||
}
|
||||
|
||||
|
||||
def _fetch_one(secucode: str, years: int) -> pd.DataFrame:
|
||||
"""拉一只股票的十大股东明细."""
|
||||
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_holders(secucodes: list[str], years: int = 3) -> pd.DataFrame:
|
||||
"""抓取指定股票的十大股东明细并按股票合并。"""
|
||||
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)
|
||||
Reference in New Issue
Block a user