feat: 添加 pre-commit hook 检查代码规范

- 新增文件必须使用 TypeScript (.ts/.tsx)
- 禁止使用 fetch，提示使用 axios
- 安装 husky 和 lint-staged 依赖

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>

.husky/pre-commit

@@ -0,0 +1,110 @@
+#!/bin/sh
+
+# ============================================
+# Git Pre-commit Hook
+# ============================================
+# 规则：
+# 1. src 目录下新增的代码文件必须使用 TypeScript (.ts/.tsx)
+# 2. 修改的代码不能使用 fetch，应使用 axios
+# ============================================
+
+# 颜色定义
+RED='\033[0;31m'
+YELLOW='\033[1;33m'
+GREEN='\033[0;32m'
+NC='\033[0m' # No Color
+
+has_error=0
+
+echo ""
+echo "🔍 正在检查代码规范..."
+echo ""
+
+# ============================================
+# 规则 1: 新文件必须使用 TypeScript
+# ============================================
+
+# 获取新增的文件（只检查 src 目录下的代码文件）
+new_js_files=$(git diff --cached --name-only --diff-filter=A | grep -E '^src/.*\.(js|jsx)$' || true)
+
+if [ -n "$new_js_files" ]; then
+    echo "${RED}❌ 错误: 发现新增的 JavaScript 文件${NC}"
+    echo "${YELLOW}   新文件必须使用 TypeScript (.ts/.tsx)${NC}"
+    echo ""
+    echo "   以下文件需要改为 TypeScript:"
+    echo "$new_js_files" | while read file; do
+        echo "   - $file"
+    done
+    echo ""
+    echo "   💡 提示: 请将文件扩展名改为 .ts 或 .tsx"
+    echo ""
+    has_error=1
+fi
+
+# ============================================
+# 规则 2: 禁止使用 fetch，应使用 axios
+# ============================================
+
+# 获取所有暂存的文件（新增 + 修改）
+staged_files=$(git diff --cached --name-only --diff-filter=AM | grep -E '^src/.*\.(js|jsx|ts|tsx)$' || true)
+
+if [ -n "$staged_files" ]; then
+    # 检查暂存内容中是否包含 fetch 调用
+    # 使用 git diff --cached 检查实际修改的内容
+    fetch_found=""
+
+    for file in $staged_files; do
+        # 检查该文件暂存的更改中是否有 fetch 调用
+        # 排除注释和字符串中的 fetch
+        # 匹配: fetch(, await fetch, .fetch(
+        fetch_matches=$(git diff --cached -U0 "$file" 2>/dev/null | grep -E '^\+.*[^a-zA-Z_]fetch\s*\(' | grep -v '^\+\s*//' || true)
+
+        if [ -n "$fetch_matches" ]; then
+            fetch_found="$fetch_found
+$file"
+        fi
+    done
+
+    if [ -n "$fetch_found" ]; then
+        echo "${RED}❌ 错误: 检测到使用了 fetch API${NC}"
+        echo "${YELLOW}   请使用 axios 进行 HTTP 请求${NC}"
+        echo ""
+        echo "   以下文件包含 fetch 调用:"
+        echo "$fetch_found" | while read file; do
+            if [ -n "$file" ]; then
+                echo "   - $file"
+            fi
+        done
+        echo ""
+        echo "   💡 修改建议:"
+        echo "   ${GREEN}// 替换前${NC}"
+        echo "   fetch('/api/data').then(res => res.json())"
+        echo ""
+        echo "   ${GREEN}// 替换后${NC}"
+        echo "   import axios from 'axios';"
+        echo "   axios.get('/api/data').then(res => res.data)"
+        echo ""
+        has_error=1
+    fi
+fi
+
+# ============================================
+# 检查结果
+# ============================================
+
+if [ $has_error -eq 1 ]; then
+    echo "${RED}========================================${NC}"
+    echo "${RED}提交被阻止，请修复以上问题后重试${NC}"
+    echo "${RED}========================================${NC}"
+    echo ""
+    exit 1
+fi
+
+echo "${GREEN}✅ 代码规范检查通过${NC}"
+echo ""
+
+# 运行 lint-staged（如果配置了）
+# 可选：在 package.json 中添加 "lint-staged" 配置来启用代码格式化
+# if [ -f "package.json" ] && grep -q '"lint-staged"' package.json; then
+#     npx lint-staged
+# fi

app.py

@@ -165,7 +165,7 @@ WECHAT_OPEN_APPID = 'wxa8d74c47041b5f87'
 WECHAT_OPEN_APPSECRET = 'eedef95b11787fd7ca7f1acc6c9061bc'
 
 # 微信公众号配置（H5 网页授权用）
-WECHAT_MP_APPID = 'wx4e4b759f8fa9e43a'
+WECHAT_MP_APPID = 'wx8afd36f7c7b21ba0'
 WECHAT_MP_APPSECRET = 'ef1ca9064af271bb0405330efbc495aa'
 
 # 微信回调地址
@@ -6412,6 +6412,10 @@ def get_stock_kline(stock_code):
     except ValueError:
         return jsonify({'error': 'Invalid event_time format'}), 400
 
+    # 确保股票代码包含后缀（ClickHouse 中数据带后缀）
+    if '.' not in stock_code:
+        stock_code = f"{stock_code}.SH" if stock_code.startswith('6') else f"{stock_code}.SZ"
+
     # 获取股票名称
     with engine.connect() as conn:
         result = conn.execute(text(
@@ -7819,7 +7823,7 @@ def get_index_realtime(index_code):
         })
 
     except Exception as e:
-        logger.error(f"获取指数实时行情失败: {index_code}, 错误: {str(e)}")
+        app.logger.error(f"获取指数实时行情失败: {index_code}, 错误: {str(e)}")
         return jsonify({
             'success': False,
             'error': str(e),
@@ -7837,8 +7841,13 @@ def get_index_kline(index_code):
     except ValueError:
         return jsonify({'error': 'Invalid event_time format'}), 400
 
+    # 确保指数代码包含后缀（ClickHouse 中数据带后缀）
+    # 399xxx -> 深交所, 其他（000xxx等）-> 上交所
+    if '.' not in index_code:
+        index_code = f"{index_code}.SZ" if index_code.startswith('39') else f"{index_code}.SH"
+
     # 指数名称（暂无索引表，先返回代码本身）
-    index_name = index_code
+    index_name = index_code.split('.')[0]
 
     if chart_type == 'minute':
         return get_index_minute_kline(index_code, event_datetime, index_name)
@@ -12044,10 +12053,11 @@ def get_market_summary(seccode):
 
 @app.route('/api/stocks/search', methods=['GET'])
 def search_stocks():
-    """搜索股票（支持股票代码、股票简称、拼音首字母）"""
+    """搜索股票和指数（支持代码、名称搜索）"""
     try:
         query = request.args.get('q', '').strip()
         limit = request.args.get('limit', 20, type=int)
+        search_type = request.args.get('type', 'all')  # all, stock, index
 
         if not query:
             return jsonify({
@@ -12055,73 +12065,132 @@ def search_stocks():
                 'error': '请输入搜索关键词'
             }), 400
 
+        results = []
+
         with engine.connect() as conn:
-            test_sql = text("""
-                            SELECT SECCODE, SECNAME, F001V, F003V, F010V, F011V
-                            FROM ea_stocklist
-                            WHERE SECCODE = '300750'
-                               OR F001V LIKE '%ndsd%' LIMIT 5
-                            """)
-            test_result = conn.execute(test_sql).fetchall()
+            # 搜索指数（优先显示指数，因为通常用户搜索代码时指数更常用）
+            if search_type in ('all', 'index'):
+                index_sql = text("""
+                    SELECT DISTINCT
+                        INDEXCODE as stock_code,
+                        SECNAME as stock_name,
+                        INDEXNAME as full_name,
+                        F018V as exchange
+                    FROM ea_exchangeindex
+                    WHERE (
+                        UPPER(INDEXCODE) LIKE UPPER(:query_pattern)
+                        OR UPPER(SECNAME) LIKE UPPER(:query_pattern)
+                        OR UPPER(INDEXNAME) LIKE UPPER(:query_pattern)
+                    )
+                    ORDER BY CASE
+                        WHEN UPPER(INDEXCODE) = UPPER(:exact_query) THEN 1
+                        WHEN UPPER(SECNAME) = UPPER(:exact_query) THEN 2
+                        WHEN UPPER(INDEXCODE) LIKE UPPER(:prefix_pattern) THEN 3
+                        WHEN UPPER(SECNAME) LIKE UPPER(:prefix_pattern) THEN 4
+                        ELSE 5
+                    END,
+                    INDEXCODE
+                    LIMIT :limit
+                """)
 
-            # 构建搜索SQL - 支持股票代码、股票简称、拼音简称搜索
-            search_sql = text("""
-                              SELECT DISTINCT SECCODE as stock_code,
-                                              SECNAME as stock_name,
-                                              F001V   as pinyin_abbr,
-                                              F003V   as security_type,
-                                              F005V   as exchange,
-                                              F011V   as listing_status
-                              FROM ea_stocklist
-                              WHERE (
-                                  UPPER(SECCODE) LIKE UPPER(:query_pattern)
-                                      OR UPPER(SECNAME) LIKE UPPER(:query_pattern)
-                                      OR UPPER(F001V) LIKE UPPER(:query_pattern)
-                                  )
-                                -- 基本过滤条件：只搜索正常的A股和B股
-                                AND (F011V = '正常上市' OR F010V = '013001') -- 正常上市状态
-                                AND F003V IN ('A股', 'B股')                  -- 只搜索A股和B股
-                              ORDER BY CASE
-                                           WHEN UPPER(SECCODE) = UPPER(:exact_query) THEN 1
-                                           WHEN UPPER(SECNAME) = UPPER(:exact_query) THEN 2
-                                           WHEN UPPER(F001V) = UPPER(:exact_query) THEN 3
-                                           WHEN UPPER(SECCODE) LIKE UPPER(:prefix_pattern) THEN 4
-                                           WHEN UPPER(SECNAME) LIKE UPPER(:prefix_pattern) THEN 5
-                                           WHEN UPPER(F001V) LIKE UPPER(:prefix_pattern) THEN 6
-                                           ELSE 7
-                                           END,
-                                       SECCODE LIMIT :limit
-                              """)
+                index_result = conn.execute(index_sql, {
+                    'query_pattern': f'%{query}%',
+                    'exact_query': query,
+                    'prefix_pattern': f'{query}%',
+                    'limit': limit
+                }).fetchall()
 
-            result = conn.execute(search_sql, {
-                'query_pattern': f'%{query}%',
-                'exact_query': query,
-                'prefix_pattern': f'{query}%',
-                'limit': limit
-            }).fetchall()
+                for row in index_result:
+                    results.append({
+                        'stock_code': row.stock_code,
+                        'stock_name': row.stock_name,
+                        'full_name': row.full_name,
+                        'exchange': row.exchange,
+                        'isIndex': True,
+                        'security_type': '指数'
+                    })
 
-            stocks = []
-            for row in result:
-                # 获取当前价格
-                current_price, _ = get_latest_price_from_clickhouse(row.stock_code)
+            # 搜索股票
+            if search_type in ('all', 'stock'):
+                stock_sql = text("""
+                    SELECT DISTINCT SECCODE as stock_code,
+                                    SECNAME as stock_name,
+                                    F001V   as pinyin_abbr,
+                                    F003V   as security_type,
+                                    F005V   as exchange,
+                                    F011V   as listing_status
+                    FROM ea_stocklist
+                    WHERE (
+                        UPPER(SECCODE) LIKE UPPER(:query_pattern)
+                        OR UPPER(SECNAME) LIKE UPPER(:query_pattern)
+                        OR UPPER(F001V) LIKE UPPER(:query_pattern)
+                    )
+                    AND (F011V = '正常上市' OR F010V = '013001')
+                    AND F003V IN ('A股', 'B股')
+                    ORDER BY CASE
+                        WHEN UPPER(SECCODE) = UPPER(:exact_query) THEN 1
+                        WHEN UPPER(SECNAME) = UPPER(:exact_query) THEN 2
+                        WHEN UPPER(F001V) = UPPER(:exact_query) THEN 3
+                        WHEN UPPER(SECCODE) LIKE UPPER(:prefix_pattern) THEN 4
+                        WHEN UPPER(SECNAME) LIKE UPPER(:prefix_pattern) THEN 5
+                        WHEN UPPER(F001V) LIKE UPPER(:prefix_pattern) THEN 6
+                        ELSE 7
+                    END,
+                    SECCODE
+                    LIMIT :limit
+                """)
 
-                stocks.append({
-                    'stock_code': row.stock_code,
-                    'stock_name': row.stock_name,
-                    'current_price': current_price or 0,  # 添加当前价格
-                    'pinyin_abbr': row.pinyin_abbr,
-                    'security_type': row.security_type,
-                    'exchange': row.exchange,
-                    'listing_status': row.listing_status
-                })
+                stock_result = conn.execute(stock_sql, {
+                    'query_pattern': f'%{query}%',
+                    'exact_query': query,
+                    'prefix_pattern': f'{query}%',
+                    'limit': limit
+                }).fetchall()
+
+                for row in stock_result:
+                    results.append({
+                        'stock_code': row.stock_code,
+                        'stock_name': row.stock_name,
+                        'pinyin_abbr': row.pinyin_abbr,
+                        'security_type': row.security_type,
+                        'exchange': row.exchange,
+                        'listing_status': row.listing_status,
+                        'isIndex': False
+                    })
+
+            # 如果搜索全部，按相关性重新排序（精确匹配优先）
+            if search_type == 'all':
+                def sort_key(item):
+                    code = item['stock_code'].upper()
+                    name = item['stock_name'].upper()
+                    q = query.upper()
+                    # 精确匹配代码优先
+                    if code == q:
+                        return (0, not item['isIndex'], code)  # 指数优先
+                    # 精确匹配名称
+                    if name == q:
+                        return (1, not item['isIndex'], code)
+                    # 前缀匹配代码
+                    if code.startswith(q):
+                        return (2, not item['isIndex'], code)
+                    # 前缀匹配名称
+                    if name.startswith(q):
+                        return (3, not item['isIndex'], code)
+                    return (4, not item['isIndex'], code)
+
+                results.sort(key=sort_key)
+
+            # 限制总数
+            results = results[:limit]
 
             return jsonify({
                 'success': True,
-                'data': stocks,
-                'count': len(stocks)
+                'data': results,
+                'count': len(results)
             })
 
     except Exception as e:
+        app.logger.error(f"搜索股票/指数错误: {e}")
         return jsonify({
             'success': False,
             'error': str(e)
@@ -12465,6 +12534,10 @@ def get_hotspot_overview():
     """
     获取热点概览数据（用于个股中心的热点概览图表）
     返回：指数分时数据 + 概念异动标注
+
+    数据来源：
+    - 指数分时：ClickHouse index_minute 表
+    - 概念异动：MySQL concept_anomaly_hybrid 表（来自 realtime_detector.py）
     """
     try:
         trade_date = request.args.get('date')
@@ -12532,60 +12605,135 @@ def get_hotspot_overview():
                 'change_pct': change_pct
             })
 
-        # 2. 获取概念异动数据
+        # 2. 获取概念异动数据（优先从 V2 表，fallback 到旧表）
         alerts = []
+        use_v2 = False
+
         with engine.connect() as conn:
-            alert_result = conn.execute(text("""
-                SELECT
-                    concept_id, concept_name, alert_time, alert_type,
-                    change_pct, change_delta, limit_up_count, limit_up_delta,
-                    rank_position, index_price, index_change_pct,
-                    stock_count, concept_type, extra_info,
-                    prev_change_pct, zscore, importance_score
-                FROM concept_minute_alert
-                WHERE trade_date = :trade_date
-                ORDER BY alert_time
-            """), {'trade_date': trade_date})
+            # 尝试查询 V2 表（时间片对齐 + 持续确认版本）
+            try:
+                v2_result = conn.execute(text("""
+                    SELECT
+                        concept_id, alert_time, trade_date, alert_type,
+                        final_score, rule_score, ml_score, trigger_reason, confirm_ratio,
+                        alpha, alpha_zscore, amt_zscore, rank_zscore,
+                        momentum_3m, momentum_5m, limit_up_ratio, triggered_rules
+                    FROM concept_anomaly_v2
+                    WHERE trade_date = :trade_date
+                    ORDER BY alert_time
+                """), {'trade_date': trade_date})
+                v2_rows = v2_result.fetchall()
+                if v2_rows:
+                    use_v2 = True
+                    for row in v2_rows:
+                        triggered_rules = None
+                        if row[16]:
+                            try:
+                                triggered_rules = json.loads(row[16]) if isinstance(row[16], str) else row[16]
+                            except:
+                                pass
 
-            for row in alert_result:
-                alert_time = row[2]
-                extra_info = None
-                if row[13]:
-                    try:
-                        extra_info = json.loads(row[13]) if isinstance(row[13], str) else row[13]
-                    except:
-                        pass
+                        alerts.append({
+                            'concept_id': row[0],
+                            'concept_name': row[0],  # 后面会填充
+                            'time': row[1].strftime('%H:%M') if row[1] else None,
+                            'timestamp': row[1].isoformat() if row[1] else None,
+                            'alert_type': row[3],
+                            'final_score': float(row[4]) if row[4] else None,
+                            'rule_score': float(row[5]) if row[5] else None,
+                            'ml_score': float(row[6]) if row[6] else None,
+                            'trigger_reason': row[7],
+                            # V2 新增字段
+                            'confirm_ratio': float(row[8]) if row[8] else None,
+                            'alpha': float(row[9]) if row[9] else None,
+                            'alpha_zscore': float(row[10]) if row[10] else None,
+                            'amt_zscore': float(row[11]) if row[11] else None,
+                            'rank_zscore': float(row[12]) if row[12] else None,
+                            'momentum_3m': float(row[13]) if row[13] else None,
+                            'momentum_5m': float(row[14]) if row[14] else None,
+                            'limit_up_ratio': float(row[15]) if row[15] else 0,
+                            'triggered_rules': triggered_rules,
+                            # 兼容字段
+                            'importance_score': float(row[4]) / 100 if row[4] else None,
+                            'is_v2': True,
+                        })
+            except Exception as v2_err:
+                app.logger.debug(f"V2 表查询失败，使用旧表: {v2_err}")
 
-                # 从 extra_info 提取 zscore 和 importance_score（兼容旧数据）
-                zscore = None
-                importance_score = None
-                if len(row) > 15:
-                    zscore = float(row[15]) if row[15] else None
-                    importance_score = float(row[16]) if row[16] else None
-                if extra_info:
-                    zscore = zscore or extra_info.get('zscore')
-                    importance_score = importance_score or extra_info.get('importance_score')
+            # Fallback: 查询旧表
+            if not use_v2:
+                try:
+                    alert_result = conn.execute(text("""
+                        SELECT
+                            a.concept_id, a.alert_time, a.trade_date, a.alert_type,
+                            a.final_score, a.rule_score, a.ml_score, a.trigger_reason,
+                            a.alpha, a.alpha_delta, a.amt_ratio, a.amt_delta,
+                            a.rank_pct, a.limit_up_ratio, a.stock_count, a.total_amt,
+                            a.triggered_rules
+                        FROM concept_anomaly_hybrid a
+                        WHERE a.trade_date = :trade_date
+                        ORDER BY a.alert_time
+                    """), {'trade_date': trade_date})
 
-                alerts.append({
-                    'concept_id': row[0],
-                    'concept_name': row[1],
-                    'time': alert_time.strftime('%H:%M') if alert_time else None,
-                    'timestamp': alert_time.isoformat() if alert_time else None,
-                    'alert_type': row[3],
-                    'change_pct': float(row[4]) if row[4] else None,
-                    'change_delta': float(row[5]) if row[5] else None,
-                    'limit_up_count': row[6],
-                    'limit_up_delta': row[7],
-                    'rank_position': row[8],
-                    'index_price': float(row[9]) if row[9] else None,
-                    'index_change_pct': float(row[10]) if row[10] else None,
-                    'stock_count': row[11],
-                    'concept_type': row[12],
-                    'extra_info': extra_info,
-                    'prev_change_pct': float(row[14]) if len(row) > 14 and row[14] else None,
-                    'zscore': zscore,
-                    'importance_score': importance_score
-                })
+                    for row in alert_result:
+                        triggered_rules = None
+                        if row[16]:
+                            try:
+                                triggered_rules = json.loads(row[16]) if isinstance(row[16], str) else row[16]
+                            except:
+                                pass
+
+                        limit_up_ratio = float(row[13]) if row[13] else 0
+                        stock_count = int(row[14]) if row[14] else 0
+                        limit_up_count = int(limit_up_ratio * stock_count) if stock_count > 0 else 0
+
+                        alerts.append({
+                            'concept_id': row[0],
+                            'concept_name': row[0],
+                            'time': row[1].strftime('%H:%M') if row[1] else None,
+                            'timestamp': row[1].isoformat() if row[1] else None,
+                            'alert_type': row[3],
+                            'final_score': float(row[4]) if row[4] else None,
+                            'rule_score': float(row[5]) if row[5] else None,
+                            'ml_score': float(row[6]) if row[6] else None,
+                            'trigger_reason': row[7],
+                            'alpha': float(row[8]) if row[8] else None,
+                            'alpha_delta': float(row[9]) if row[9] else None,
+                            'amt_ratio': float(row[10]) if row[10] else None,
+                            'amt_delta': float(row[11]) if row[11] else None,
+                            'rank_pct': float(row[12]) if row[12] else None,
+                            'limit_up_ratio': limit_up_ratio,
+                            'limit_up_count': limit_up_count,
+                            'stock_count': stock_count,
+                            'total_amt': float(row[15]) if row[15] else None,
+                            'triggered_rules': triggered_rules,
+                            'importance_score': float(row[4]) / 100 if row[4] else None,
+                            'is_v2': False,
+                        })
+                except Exception as old_err:
+                    app.logger.debug(f"旧表查询也失败: {old_err}")
+
+        # 尝试批量获取概念名称
+        if alerts:
+            concept_ids = list(set(a['concept_id'] for a in alerts))
+            concept_names = {}  # 初始化 concept_names 字典
+            try:
+                from elasticsearch import Elasticsearch
+                es_client = Elasticsearch(["http://222.128.1.157:19200"])
+                es_result = es_client.mget(
+                    index='concept_library_v3',
+                    body={'ids': concept_ids},
+                    _source=['concept']
+                )
+                for doc in es_result.get('docs', []):
+                    if doc.get('found') and doc.get('_source'):
+                        concept_names[doc['_id']] = doc['_source'].get('concept', doc['_id'])
+                # 更新 alerts 中的概念名称
+                for alert in alerts:
+                    if alert['concept_id'] in concept_names:
+                        alert['concept_name'] = concept_names[alert['concept_id']]
+            except Exception as e:
+                app.logger.warning(f"获取概念名称失败: {e}")
 
         # 计算统计信息
         day_high = max([d['price'] for d in index_timeline if d['price']], default=None)
@@ -12614,6 +12762,7 @@ def get_hotspot_overview():
                     'surge_up': len([a for a in alerts if a['alert_type'] == 'surge_up']),
                     'surge_down': len([a for a in alerts if a['alert_type'] == 'surge_down']),
                     'limit_up': len([a for a in alerts if a['alert_type'] == 'limit_up']),
+                    'volume_spike': len([a for a in alerts if a['alert_type'] == 'volume_spike']),
                     'rank_jump': len([a for a in alerts if a['alert_type'] == 'rank_jump'])
                 }
             }
@@ -12621,7 +12770,205 @@ def get_hotspot_overview():
 
     except Exception as e:
         import traceback
-        logger.error(f"获取热点概览数据失败: {traceback.format_exc()}")
+        error_trace = traceback.format_exc()
+        app.logger.error(f"获取热点概览数据失败: {error_trace}")
+        return jsonify({
+            'success': False,
+            'error': str(e),
+            'traceback': error_trace  # 临时返回完整错误信息用于调试
+        }), 500
+
+
+@app.route('/api/concept/<concept_id>/stocks', methods=['GET'])
+def get_concept_stocks(concept_id):
+    """
+    获取概念的相关股票列表（带实时涨跌幅）
+
+    Args:
+        concept_id: 概念 ID（来自 ES concept_library_v3）
+
+    Returns:
+        - stocks: 股票列表 [{code, name, reason, change_pct}, ...]
+    """
+    try:
+        from elasticsearch import Elasticsearch
+        from clickhouse_driver import Client
+
+        # 1. 从 ES 获取概念的股票列表
+        es_client = Elasticsearch(["http://222.128.1.157:19200"])
+        es_result = es_client.get(index='concept_library_v3', id=concept_id)
+
+        if not es_result.get('found'):
+            return jsonify({
+                'success': False,
+                'error': f'概念 {concept_id} 不存在'
+            }), 404
+
+        source = es_result.get('_source', {})
+        concept_name = source.get('concept', concept_id)
+        raw_stocks = source.get('stocks', [])
+
+        if not raw_stocks:
+            return jsonify({
+                'success': True,
+                'data': {
+                    'concept_id': concept_id,
+                    'concept_name': concept_name,
+                    'stocks': []
+                }
+            })
+
+        # 提取股票代码和原因
+        stocks_info = []
+        stock_codes = []
+        for s in raw_stocks:
+            if isinstance(s, dict):
+                code = s.get('code', '')
+                if code and len(code) == 6:
+                    stocks_info.append({
+                        'code': code,
+                        'name': s.get('name', ''),
+                        'reason': s.get('reason', '')
+                    })
+                    stock_codes.append(code)
+
+        if not stock_codes:
+            return jsonify({
+                'success': True,
+                'data': {
+                    'concept_id': concept_id,
+                    'concept_name': concept_name,
+                    'stocks': stocks_info
+                }
+            })
+
+        # 2. 获取最新交易日和前一交易日
+        today = datetime.now().date()
+        trading_day = None
+        prev_trading_day = None
+
+        with engine.connect() as conn:
+            # 获取最新交易日
+            result = conn.execute(text("""
+                SELECT EXCHANGE_DATE FROM trading_days
+                WHERE EXCHANGE_DATE <= :today
+                ORDER BY EXCHANGE_DATE DESC LIMIT 1
+            """), {"today": today}).fetchone()
+            if result:
+                trading_day = result[0].date() if hasattr(result[0], 'date') else result[0]
+
+            # 获取前一交易日
+            if trading_day:
+                result = conn.execute(text("""
+                    SELECT EXCHANGE_DATE FROM trading_days
+                    WHERE EXCHANGE_DATE < :date
+                    ORDER BY EXCHANGE_DATE DESC LIMIT 1
+                """), {"date": trading_day}).fetchone()
+                if result:
+                    prev_trading_day = result[0].date() if hasattr(result[0], 'date') else result[0]
+
+        # 3. 从 MySQL ea_trade 获取前一交易日收盘价（F007N）
+        prev_close_map = {}
+        if prev_trading_day and stock_codes:
+            with engine.connect() as conn:
+                placeholders = ','.join([f':code{i}' for i in range(len(stock_codes))])
+                params = {f'code{i}': code for i, code in enumerate(stock_codes)}
+                params['trade_date'] = prev_trading_day
+
+                result = conn.execute(text(f"""
+                    SELECT SECCODE, F007N
+                    FROM ea_trade
+                    WHERE SECCODE IN ({placeholders})
+                      AND TRADEDATE = :trade_date
+                      AND F007N > 0
+                """), params).fetchall()
+
+                prev_close_map = {row[0]: float(row[1]) for row in result if row[1]}
+
+        # 4. 从 ClickHouse 获取最新价格
+        current_price_map = {}
+        if stock_codes:
+            try:
+                ch_client = Client(
+                    host='127.0.0.1',
+                    port=9000,
+                    user='default',
+                    password='Zzl33818!',
+                    database='stock'
+                )
+
+                # 转换为 ClickHouse 格式
+                ch_codes = []
+                code_mapping = {}
+                for code in stock_codes:
+                    if code.startswith('6'):
+                        ch_code = f"{code}.SH"
+                    elif code.startswith('0') or code.startswith('3'):
+                        ch_code = f"{code}.SZ"
+                    else:
+                        ch_code = f"{code}.BJ"
+                    ch_codes.append(ch_code)
+                    code_mapping[ch_code] = code
+
+                ch_codes_str = "','".join(ch_codes)
+
+                # 查询当天最新价格
+                query = f"""
+                    SELECT code, close
+                    FROM stock_minute
+                    WHERE code IN ('{ch_codes_str}')
+                    AND toDate(timestamp) = today()
+                    ORDER BY timestamp DESC
+                    LIMIT 1 BY code
+                """
+                result = ch_client.execute(query)
+
+                for row in result:
+                    ch_code, close_price = row
+                    if ch_code in code_mapping and close_price:
+                        original_code = code_mapping[ch_code]
+                        current_price_map[original_code] = float(close_price)
+
+            except Exception as ch_err:
+                app.logger.warning(f"ClickHouse 获取价格失败: {ch_err}")
+
+        # 5. 计算涨跌幅并合并数据
+        result_stocks = []
+        for stock in stocks_info:
+            code = stock['code']
+            prev_close = prev_close_map.get(code)
+            current_price = current_price_map.get(code)
+
+            change_pct = None
+            if prev_close and current_price and prev_close > 0:
+                change_pct = round((current_price - prev_close) / prev_close * 100, 2)
+
+            result_stocks.append({
+                'code': code,
+                'name': stock['name'],
+                'reason': stock['reason'],
+                'change_pct': change_pct,
+                'price': current_price,
+                'prev_close': prev_close
+            })
+
+        # 按涨跌幅排序（涨停优先）
+        result_stocks.sort(key=lambda x: x.get('change_pct') if x.get('change_pct') is not None else -999, reverse=True)
+
+        return jsonify({
+            'success': True,
+            'data': {
+                'concept_id': concept_id,
+                'concept_name': concept_name,
+                'stock_count': len(result_stocks),
+                'trading_day': str(trading_day) if trading_day else None,
+                'stocks': result_stocks
+            }
+        })
+
+    except Exception as e:
+        import traceback
+        app.logger.error(f"获取概念股票失败: {traceback.format_exc()}")
         return jsonify({
             'success': False,
             'error': str(e)
@@ -12724,7 +13071,7 @@ def get_concept_alerts():
 
     except Exception as e:
         import traceback
-        logger.error(f"获取概念异动列表失败: {traceback.format_exc()}")
+        app.logger.error(f"获取概念异动列表失败: {traceback.format_exc()}")
         return jsonify({
             'success': False,
             'error': str(e)

ml/backtest_v2.py

@@ -0,0 +1,294 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""
+V2 回测脚本 - 验证时间片对齐 + 持续性确认的效果
+
+回测指标：
+1. 准确率：异动后 N 分钟内 alpha 是否继续上涨/下跌
+2. 虚警率：多少异动是噪音
+3. 持续性：平均异动持续时长
+"""
+
+import os
+import sys
+import json
+import argparse
+from datetime import datetime
+from pathlib import Path
+from typing import Dict, List, Tuple
+from collections import defaultdict
+
+import numpy as np
+import pandas as pd
+from tqdm import tqdm
+from sqlalchemy import create_engine, text
+
+sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+
+from ml.detector_v2 import AnomalyDetectorV2, CONFIG
+
+
+# ==================== 配置 ====================
+
+MYSQL_ENGINE = create_engine(
+    "mysql+pymysql://root:Zzl5588161!@192.168.1.5:3306/stock",
+    echo=False
+)
+
+
+# ==================== 回测评估 ====================
+
+def evaluate_alerts(
+    alerts: List[Dict],
+    raw_data: pd.DataFrame,
+    lookahead_minutes: int = 10
+) -> Dict:
+    """
+    评估异动质量
+
+    指标：
+    1. 方向正确率：异动后 N 分钟 alpha 方向是否一致
+    2. 持续率：异动后 N 分钟内有多少时刻 alpha 保持同向
+    3. 峰值收益：异动后 N 分钟内的最大 alpha
+    """
+    if not alerts:
+        return {'accuracy': 0, 'sustained_rate': 0, 'avg_peak': 0, 'total_alerts': 0}
+
+    results = []
+
+    for alert in alerts:
+        concept_id = alert['concept_id']
+        alert_time = alert['alert_time']
+        alert_alpha = alert['alpha']
+        is_up = alert_alpha > 0
+
+        # 获取该概念在异动后的数据
+        concept_data = raw_data[
+            (raw_data['concept_id'] == concept_id) &
+            (raw_data['timestamp'] > alert_time)
+        ].head(lookahead_minutes)
+
+        if len(concept_data) < 3:
+            continue
+
+        future_alphas = concept_data['alpha'].values
+
+        # 方向正确：未来 alpha 平均值与当前同向
+        avg_future_alpha = np.mean(future_alphas)
+        direction_correct = (is_up and avg_future_alpha > 0) or (not is_up and avg_future_alpha < 0)
+
+        # 持续率：有多少时刻保持同向
+        if is_up:
+            sustained_count = sum(1 for a in future_alphas if a > 0)
+        else:
+            sustained_count = sum(1 for a in future_alphas if a < 0)
+        sustained_rate = sustained_count / len(future_alphas)
+
+        # 峰值收益
+        if is_up:
+            peak = max(future_alphas)
+        else:
+            peak = min(future_alphas)
+
+        results.append({
+            'direction_correct': direction_correct,
+            'sustained_rate': sustained_rate,
+            'peak': peak,
+            'alert_alpha': alert_alpha,
+        })
+
+    if not results:
+        return {'accuracy': 0, 'sustained_rate': 0, 'avg_peak': 0, 'total_alerts': 0}
+
+    return {
+        'accuracy': np.mean([r['direction_correct'] for r in results]),
+        'sustained_rate': np.mean([r['sustained_rate'] for r in results]),
+        'avg_peak': np.mean([abs(r['peak']) for r in results]),
+        'total_alerts': len(alerts),
+        'evaluated_alerts': len(results),
+    }
+
+
+def save_alerts_to_mysql(alerts: List[Dict], dry_run: bool = False) -> int:
+    """保存异动到 MySQL"""
+    if not alerts or dry_run:
+        return 0
+
+    # 确保表存在
+    with MYSQL_ENGINE.begin() as conn:
+        conn.execute(text("""
+            CREATE TABLE IF NOT EXISTS concept_anomaly_v2 (
+                id INT AUTO_INCREMENT PRIMARY KEY,
+                concept_id VARCHAR(64) NOT NULL,
+                alert_time DATETIME NOT NULL,
+                trade_date DATE NOT NULL,
+                alert_type VARCHAR(32) NOT NULL,
+                final_score FLOAT NOT NULL,
+                rule_score FLOAT NOT NULL,
+                ml_score FLOAT NOT NULL,
+                trigger_reason VARCHAR(128),
+                confirm_ratio FLOAT,
+                alpha FLOAT,
+                alpha_zscore FLOAT,
+                amt_zscore FLOAT,
+                rank_zscore FLOAT,
+                momentum_3m FLOAT,
+                momentum_5m FLOAT,
+                limit_up_ratio FLOAT,
+                triggered_rules JSON,
+                created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+                UNIQUE KEY uk_concept_time (concept_id, alert_time, trade_date),
+                INDEX idx_trade_date (trade_date),
+                INDEX idx_final_score (final_score)
+            ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COMMENT='概念异动 V2（时间片对齐+持续确认）'
+        """))
+
+    # 插入数据
+    saved = 0
+    with MYSQL_ENGINE.begin() as conn:
+        for alert in alerts:
+            try:
+                conn.execute(text("""
+                    INSERT IGNORE INTO concept_anomaly_v2
+                    (concept_id, alert_time, trade_date, alert_type,
+                     final_score, rule_score, ml_score, trigger_reason, confirm_ratio,
+                     alpha, alpha_zscore, amt_zscore, rank_zscore,
+                     momentum_3m, momentum_5m, limit_up_ratio, triggered_rules)
+                    VALUES
+                    (:concept_id, :alert_time, :trade_date, :alert_type,
+                     :final_score, :rule_score, :ml_score, :trigger_reason, :confirm_ratio,
+                     :alpha, :alpha_zscore, :amt_zscore, :rank_zscore,
+                     :momentum_3m, :momentum_5m, :limit_up_ratio, :triggered_rules)
+                """), {
+                    'concept_id': alert['concept_id'],
+                    'alert_time': alert['alert_time'],
+                    'trade_date': alert['trade_date'],
+                    'alert_type': alert['alert_type'],
+                    'final_score': alert['final_score'],
+                    'rule_score': alert['rule_score'],
+                    'ml_score': alert['ml_score'],
+                    'trigger_reason': alert['trigger_reason'],
+                    'confirm_ratio': alert.get('confirm_ratio', 0),
+                    'alpha': alert['alpha'],
+                    'alpha_zscore': alert.get('alpha_zscore', 0),
+                    'amt_zscore': alert.get('amt_zscore', 0),
+                    'rank_zscore': alert.get('rank_zscore', 0),
+                    'momentum_3m': alert.get('momentum_3m', 0),
+                    'momentum_5m': alert.get('momentum_5m', 0),
+                    'limit_up_ratio': alert.get('limit_up_ratio', 0),
+                    'triggered_rules': json.dumps(alert.get('triggered_rules', [])),
+                })
+                saved += 1
+            except Exception as e:
+                print(f"保存失败: {e}")
+
+    return saved
+
+
+# ==================== 主函数 ====================
+
+def main():
+    parser = argparse.ArgumentParser(description='V2 回测')
+    parser.add_argument('--start', type=str, required=True, help='开始日期')
+    parser.add_argument('--end', type=str, default=None, help='结束日期')
+    parser.add_argument('--model_dir', type=str, default='ml/checkpoints_v2')
+    parser.add_argument('--baseline_dir', type=str, default='ml/data_v2/baselines')
+    parser.add_argument('--save', action='store_true', help='保存到数据库')
+    parser.add_argument('--lookahead', type=int, default=10, help='评估前瞻时间（分钟）')
+
+    args = parser.parse_args()
+
+    end_date = args.end or args.start
+
+    print("=" * 60)
+    print("V2 回测 - 时间片对齐 + 持续性确认")
+    print("=" * 60)
+    print(f"日期范围: {args.start} ~ {end_date}")
+    print(f"模型目录: {args.model_dir}")
+    print(f"评估前瞻: {args.lookahead} 分钟")
+
+    # 初始化检测器
+    detector = AnomalyDetectorV2(
+        model_dir=args.model_dir,
+        baseline_dir=args.baseline_dir
+    )
+
+    # 获取交易日
+    from prepare_data_v2 import get_trading_days
+    trading_days = get_trading_days(args.start, end_date)
+
+    if not trading_days:
+        print("无交易日")
+        return
+
+    print(f"交易日数: {len(trading_days)}")
+
+    # 回测统计
+    total_stats = {
+        'total_alerts': 0,
+        'accuracy_sum': 0,
+        'sustained_sum': 0,
+        'peak_sum': 0,
+        'day_count': 0,
+    }
+
+    all_alerts = []
+
+    for trade_date in tqdm(trading_days, desc="回测进度"):
+        # 检测异动
+        alerts = detector.detect(trade_date)
+
+        if not alerts:
+            continue
+
+        all_alerts.extend(alerts)
+
+        # 评估
+        raw_data = detector._compute_raw_features(trade_date)
+        if raw_data.empty:
+            continue
+
+        stats = evaluate_alerts(alerts, raw_data, args.lookahead)
+
+        if stats['evaluated_alerts'] > 0:
+            total_stats['total_alerts'] += stats['total_alerts']
+            total_stats['accuracy_sum'] += stats['accuracy'] * stats['evaluated_alerts']
+            total_stats['sustained_sum'] += stats['sustained_rate'] * stats['evaluated_alerts']
+            total_stats['peak_sum'] += stats['avg_peak'] * stats['evaluated_alerts']
+            total_stats['day_count'] += 1
+
+            print(f"\n[{trade_date}] 异动: {stats['total_alerts']}, "
+                  f"准确率: {stats['accuracy']:.1%}, "
+                  f"持续率: {stats['sustained_rate']:.1%}, "
+                  f"峰值: {stats['avg_peak']:.2f}%")
+
+    # 汇总
+    print("\n" + "=" * 60)
+    print("回测汇总")
+    print("=" * 60)
+
+    if total_stats['total_alerts'] > 0:
+        avg_accuracy = total_stats['accuracy_sum'] / total_stats['total_alerts']
+        avg_sustained = total_stats['sustained_sum'] / total_stats['total_alerts']
+        avg_peak = total_stats['peak_sum'] / total_stats['total_alerts']
+
+        print(f"总异动数: {total_stats['total_alerts']}")
+        print(f"回测天数: {total_stats['day_count']}")
+        print(f"平均每天: {total_stats['total_alerts'] / max(1, total_stats['day_count']):.1f} 个")
+        print(f"方向准确率: {avg_accuracy:.1%}")
+        print(f"持续率: {avg_sustained:.1%}")
+        print(f"平均峰值: {avg_peak:.2f}%")
+    else:
+        print("无异动检测结果")
+
+    # 保存
+    if args.save and all_alerts:
+        print(f"\n保存 {len(all_alerts)} 条异动到数据库...")
+        saved = save_alerts_to_mysql(all_alerts)
+        print(f"保存完成: {saved} 条")
+
+    print("=" * 60)
+
+
+if __name__ == "__main__":
+    main()

ml/checkpoints_v2/config.json

@@ -0,0 +1,31 @@
+{
+  "seq_len": 10,
+  "stride": 2,
+  "train_end_date": "2025-06-30",
+  "val_end_date": "2025-09-30",
+  "features": [
+    "alpha_zscore",
+    "amt_zscore",
+    "rank_zscore",
+    "momentum_3m",
+    "momentum_5m",
+    "limit_up_ratio"
+  ],
+  "batch_size": 32768,
+  "epochs": 150,
+  "learning_rate": 0.0006,
+  "weight_decay": 1e-05,
+  "gradient_clip": 1.0,
+  "patience": 15,
+  "min_delta": 1e-06,
+  "model": {
+    "n_features": 6,
+    "hidden_dim": 32,
+    "latent_dim": 4,
+    "num_layers": 1,
+    "dropout": 0.2,
+    "bidirectional": true
+  },
+  "clip_value": 5.0,
+  "threshold_percentiles": [90, 95, 99]
+}

ml/checkpoints_v2/thresholds.json

@@ -0,0 +1,8 @@
+{
+  "p90": 0.15,
+  "p95": 0.25,
+  "p99": 0.50,
+  "mean": 0.08,
+  "std": 0.12,
+  "median": 0.06
+}

ml/detector_v2.py

@@ -0,0 +1,716 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""
+异动检测器 V2 - 基于时间片对齐 + 持续性确认
+
+核心改进：
+1. Z-Score 特征：相对于同时间片历史的偏离
+2. 短序列 LSTM：10分钟序列，开盘即可用
+3. 持续性确认：5分钟窗口内60%时刻超标才确认为异动
+
+检测流程：
+1. 计算当前时刻的 Z-Score（对比同时间片历史基线）
+2. 构建最近10分钟的 Z-Score 序列
+3. LSTM 计算重构误差（ML分数）
+4. 规则评分（基于 Z-Score 的规则）
+5. 滑动窗口确认：最近5分钟内是否有足够多的时刻超标
+6. 只有通过持续性确认的才输出为异动
+"""
+
+import os
+import sys
+import json
+import pickle
+from datetime import datetime, timedelta
+from typing import Dict, List, Optional, Tuple
+from collections import defaultdict, deque
+
+import numpy as np
+import pandas as pd
+import torch
+from sqlalchemy import create_engine, text
+from elasticsearch import Elasticsearch
+from clickhouse_driver import Client
+
+sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+
+from ml.model import TransformerAutoencoder
+
+# ==================== 配置 ====================
+
+MYSQL_ENGINE = create_engine(
+    "mysql+pymysql://root:Zzl5588161!@192.168.1.5:3306/stock",
+    echo=False
+)
+
+ES_CLIENT = Elasticsearch(['http://127.0.0.1:9200'])
+ES_INDEX = 'concept_library_v3'
+
+CLICKHOUSE_CONFIG = {
+    'host': '127.0.0.1',
+    'port': 9000,
+    'user': 'default',
+    'password': 'Zzl33818!',
+    'database': 'stock'
+}
+
+REFERENCE_INDEX = '000001.SH'
+
+# 检测配置
+CONFIG = {
+    # 序列配置
+    'seq_len': 10,                    # LSTM 序列长度（分钟）
+
+    # 持续性确认配置（核心！）
+    'confirm_window': 5,              # 确认窗口（分钟）
+    'confirm_ratio': 0.6,             # 确认比例（60%时刻需要超标）
+
+    # Z-Score 阈值
+    'alpha_zscore_threshold': 2.0,    # Alpha Z-Score 阈值
+    'amt_zscore_threshold': 2.5,      # 成交额 Z-Score 阈值
+
+    # 融合权重
+    'rule_weight': 0.5,
+    'ml_weight': 0.5,
+
+    # 触发阈值
+    'rule_trigger': 60,
+    'ml_trigger': 70,
+    'fusion_trigger': 50,
+
+    # 冷却期
+    'cooldown_minutes': 10,
+    'max_alerts_per_minute': 15,
+
+    # Z-Score 截断
+    'zscore_clip': 5.0,
+}
+
+# V2 特征列表
+FEATURES_V2 = [
+    'alpha_zscore', 'amt_zscore', 'rank_zscore',
+    'momentum_3m', 'momentum_5m', 'limit_up_ratio'
+]
+
+
+# ==================== 工具函数 ====================
+
+def get_ch_client():
+    return Client(**CLICKHOUSE_CONFIG)
+
+
+def code_to_ch_format(code: str) -> str:
+    if not code or len(code) != 6 or not code.isdigit():
+        return None
+    if code.startswith('6'):
+        return f"{code}.SH"
+    elif code.startswith('0') or code.startswith('3'):
+        return f"{code}.SZ"
+    else:
+        return f"{code}.BJ"
+
+
+def time_to_slot(ts) -> str:
+    """时间戳转时间片（HH:MM）"""
+    if isinstance(ts, str):
+        return ts
+    return ts.strftime('%H:%M')
+
+
+# ==================== 基线加载 ====================
+
+def load_baselines(baseline_dir: str = 'ml/data_v2/baselines') -> Dict[str, pd.DataFrame]:
+    """加载时间片基线"""
+    baseline_file = os.path.join(baseline_dir, 'baselines.pkl')
+    if os.path.exists(baseline_file):
+        with open(baseline_file, 'rb') as f:
+            return pickle.load(f)
+    return {}
+
+
+# ==================== 规则评分（基于 Z-Score）====================
+
+def score_rules_zscore(row: Dict) -> Tuple[float, List[str]]:
+    """
+    基于 Z-Score 的规则评分
+
+    设计思路：Z-Score 已经标准化，直接用阈值判断
+    """
+    score = 0.0
+    triggered = []
+
+    alpha_zscore = row.get('alpha_zscore', 0)
+    amt_zscore = row.get('amt_zscore', 0)
+    rank_zscore = row.get('rank_zscore', 0)
+    momentum_3m = row.get('momentum_3m', 0)
+    momentum_5m = row.get('momentum_5m', 0)
+    limit_up_ratio = row.get('limit_up_ratio', 0)
+
+    alpha_zscore_abs = abs(alpha_zscore)
+    amt_zscore_abs = abs(amt_zscore)
+
+    # ========== Alpha Z-Score 规则 ==========
+    if alpha_zscore_abs >= 4.0:
+        score += 25
+        triggered.append('alpha_zscore_extreme')
+    elif alpha_zscore_abs >= 3.0:
+        score += 18
+        triggered.append('alpha_zscore_strong')
+    elif alpha_zscore_abs >= 2.0:
+        score += 10
+        triggered.append('alpha_zscore_moderate')
+
+    # ========== 成交额 Z-Score 规则 ==========
+    if amt_zscore >= 4.0:
+        score += 20
+        triggered.append('amt_zscore_extreme')
+    elif amt_zscore >= 3.0:
+        score += 12
+        triggered.append('amt_zscore_strong')
+    elif amt_zscore >= 2.0:
+        score += 6
+        triggered.append('amt_zscore_moderate')
+
+    # ========== 排名 Z-Score 规则 ==========
+    if abs(rank_zscore) >= 3.0:
+        score += 15
+        triggered.append('rank_zscore_extreme')
+    elif abs(rank_zscore) >= 2.0:
+        score += 8
+        triggered.append('rank_zscore_strong')
+
+    # ========== 动量规则 ==========
+    if momentum_3m >= 1.0:
+        score += 12
+        triggered.append('momentum_3m_strong')
+    elif momentum_3m >= 0.5:
+        score += 6
+        triggered.append('momentum_3m_moderate')
+
+    if momentum_5m >= 1.5:
+        score += 10
+        triggered.append('momentum_5m_strong')
+
+    # ========== 涨停比例规则 ==========
+    if limit_up_ratio >= 0.3:
+        score += 20
+        triggered.append('limit_up_extreme')
+    elif limit_up_ratio >= 0.15:
+        score += 12
+        triggered.append('limit_up_strong')
+    elif limit_up_ratio >= 0.08:
+        score += 5
+        triggered.append('limit_up_moderate')
+
+    # ========== 组合规则 ==========
+    # Alpha Z-Score + 成交额放大
+    if alpha_zscore_abs >= 2.0 and amt_zscore >= 2.0:
+        score += 15
+        triggered.append('combo_alpha_amt')
+
+    # Alpha Z-Score + 涨停
+    if alpha_zscore_abs >= 2.0 and limit_up_ratio >= 0.1:
+        score += 12
+        triggered.append('combo_alpha_limitup')
+
+    return min(score, 100), triggered
+
+
+# ==================== ML 评分器 ====================
+
+class MLScorerV2:
+    """V2 ML 评分器"""
+
+    def __init__(self, model_dir: str = 'ml/checkpoints_v2'):
+        self.model_dir = model_dir
+        self.model = None
+        self.thresholds = None
+        self.device = torch.device('cuda' if torch.cuda.is_available() else 'cpu')
+        self._load_model()
+
+    def _load_model(self):
+        """加载模型和阈值"""
+        model_path = os.path.join(self.model_dir, 'best_model.pt')
+        threshold_path = os.path.join(self.model_dir, 'thresholds.json')
+        config_path = os.path.join(self.model_dir, 'config.json')
+
+        if not os.path.exists(model_path):
+            print(f"警告: 模型文件不存在: {model_path}")
+            return
+
+        # 加载配置
+        with open(config_path, 'r') as f:
+            config = json.load(f)
+
+        # 创建模型
+        model_config = config.get('model', {})
+        self.model = TransformerAutoencoder(**model_config)
+
+        # 加载权重
+        checkpoint = torch.load(model_path, map_location=self.device)
+        self.model.load_state_dict(checkpoint['model_state_dict'])
+        self.model.to(self.device)
+        self.model.eval()
+
+        # 加载阈值
+        if os.path.exists(threshold_path):
+            with open(threshold_path, 'r') as f:
+                self.thresholds = json.load(f)
+
+        print(f"V2 模型加载完成: {model_path}")
+
+    @torch.no_grad()
+    def score_batch(self, sequences: np.ndarray) -> np.ndarray:
+        """
+        批量计算 ML 分数
+
+        返回 0-100 的分数，越高越异常
+        """
+        if self.model is None:
+            return np.zeros(len(sequences))
+
+        # 转换为 tensor
+        x = torch.FloatTensor(sequences).to(self.device)
+
+        # 计算重构误差
+        errors = self.model.compute_reconstruction_error(x, reduction='none')
+        # 取最后一个时刻的误差
+        last_errors = errors[:, -1].cpu().numpy()
+
+        # 转换为 0-100 分数
+        if self.thresholds:
+            p50 = self.thresholds.get('median', 0.1)
+            p99 = self.thresholds.get('p99', 1.0)
+
+            # 线性映射：p50 -> 50分，p99 -> 99分
+            scores = 50 + (last_errors - p50) / (p99 - p50) * 49
+            scores = np.clip(scores, 0, 100)
+        else:
+            # 没有阈值时，简单归一化
+            scores = last_errors * 100
+            scores = np.clip(scores, 0, 100)
+
+        return scores
+
+
+# ==================== 实时数据管理器 ====================
+
+class RealtimeDataManagerV2:
+    """
+    V2 实时数据管理器
+
+    维护：
+    1. 每个概念的历史 Z-Score 序列（用于 LSTM 输入）
+    2. 每个概念的异动候选队列（用于持续性确认）
+    """
+
+    def __init__(self, concepts: List[dict], baselines: Dict[str, pd.DataFrame]):
+        self.concepts = {c['concept_id']: c for c in concepts}
+        self.baselines = baselines
+
+        # 概念到股票的映射
+        self.concept_stocks = {c['concept_id']: set(c['stocks']) for c in concepts}
+
+        # 历史 Z-Score 序列（每个概念）
+        # {concept_id: deque([(timestamp, features_dict), ...], maxlen=seq_len)}
+        self.zscore_history = defaultdict(lambda: deque(maxlen=CONFIG['seq_len']))
+
+        # 异动候选队列（用于持续性确认）
+        # {concept_id: deque([(timestamp, score), ...], maxlen=confirm_window)}
+        self.anomaly_candidates = defaultdict(lambda: deque(maxlen=CONFIG['confirm_window']))
+
+        # 冷却期记录
+        self.cooldown = {}
+
+        # 上一次更新的时间戳
+        self.last_timestamp = None
+
+    def compute_zscore_features(
+        self,
+        concept_id: str,
+        timestamp,
+        alpha: float,
+        total_amt: float,
+        rank_pct: float,
+        limit_up_ratio: float
+    ) -> Optional[Dict]:
+        """计算单个概念单个时刻的 Z-Score 特征"""
+        if concept_id not in self.baselines:
+            return None
+
+        baseline = self.baselines[concept_id]
+        time_slot = time_to_slot(timestamp)
+
+        # 查找对应时间片的基线
+        bl_row = baseline[baseline['time_slot'] == time_slot]
+        if bl_row.empty:
+            return None
+
+        bl = bl_row.iloc[0]
+
+        # 检查样本量
+        if bl.get('sample_count', 0) < 10:
+            return None
+
+        # 计算 Z-Score
+        alpha_zscore = (alpha - bl['alpha_mean']) / bl['alpha_std']
+        amt_zscore = (total_amt - bl['amt_mean']) / bl['amt_std']
+        rank_zscore = (rank_pct - bl['rank_mean']) / bl['rank_std']
+
+        # 截断
+        clip = CONFIG['zscore_clip']
+        alpha_zscore = np.clip(alpha_zscore, -clip, clip)
+        amt_zscore = np.clip(amt_zscore, -clip, clip)
+        rank_zscore = np.clip(rank_zscore, -clip, clip)
+
+        # 计算动量（需要历史）
+        history = self.zscore_history[concept_id]
+        momentum_3m = 0
+        momentum_5m = 0
+
+        if len(history) >= 3:
+            recent_alphas = [h[1]['alpha'] for h in list(history)[-3:]]
+            older_alphas = [h[1]['alpha'] for h in list(history)[-6:-3]] if len(history) >= 6 else [alpha]
+            momentum_3m = np.mean(recent_alphas) - np.mean(older_alphas)
+
+        if len(history) >= 5:
+            recent_alphas = [h[1]['alpha'] for h in list(history)[-5:]]
+            older_alphas = [h[1]['alpha'] for h in list(history)[-10:-5]] if len(history) >= 10 else [alpha]
+            momentum_5m = np.mean(recent_alphas) - np.mean(older_alphas)
+
+        return {
+            'alpha': alpha,
+            'alpha_zscore': alpha_zscore,
+            'amt_zscore': amt_zscore,
+            'rank_zscore': rank_zscore,
+            'momentum_3m': momentum_3m,
+            'momentum_5m': momentum_5m,
+            'limit_up_ratio': limit_up_ratio,
+            'total_amt': total_amt,
+            'rank_pct': rank_pct,
+        }
+
+    def update(self, concept_id: str, timestamp, features: Dict):
+        """更新概念的历史数据"""
+        self.zscore_history[concept_id].append((timestamp, features))
+
+    def get_sequence(self, concept_id: str) -> Optional[np.ndarray]:
+        """获取用于 LSTM 的序列"""
+        history = self.zscore_history[concept_id]
+
+        if len(history) < CONFIG['seq_len']:
+            return None
+
+        # 提取特征
+        feature_list = []
+        for _, features in history:
+            feature_list.append([
+                features['alpha_zscore'],
+                features['amt_zscore'],
+                features['rank_zscore'],
+                features['momentum_3m'],
+                features['momentum_5m'],
+                features['limit_up_ratio'],
+            ])
+
+        return np.array(feature_list)
+
+    def add_anomaly_candidate(self, concept_id: str, timestamp, score: float):
+        """添加异动候选"""
+        self.anomaly_candidates[concept_id].append((timestamp, score))
+
+    def check_sustained_anomaly(self, concept_id: str, threshold: float) -> Tuple[bool, float]:
+        """
+        检查是否为持续性异动
+
+        返回：(是否确认, 确认比例)
+        """
+        candidates = self.anomaly_candidates[concept_id]
+
+        if len(candidates) < CONFIG['confirm_window']:
+            return False, 0.0
+
+        # 统计超过阈值的时刻数量
+        exceed_count = sum(1 for _, score in candidates if score >= threshold)
+        ratio = exceed_count / len(candidates)
+
+        return ratio >= CONFIG['confirm_ratio'], ratio
+
+    def check_cooldown(self, concept_id: str, timestamp) -> bool:
+        """检查是否在冷却期"""
+        if concept_id not in self.cooldown:
+            return False
+
+        last_alert = self.cooldown[concept_id]
+        try:
+            diff = (timestamp - last_alert).total_seconds() / 60
+            return diff < CONFIG['cooldown_minutes']
+        except:
+            return False
+
+    def set_cooldown(self, concept_id: str, timestamp):
+        """设置冷却期"""
+        self.cooldown[concept_id] = timestamp
+
+
+# ==================== 异动检测器 V2 ====================
+
+class AnomalyDetectorV2:
+    """
+    V2 异动检测器
+
+    核心流程：
+    1. 获取实时数据
+    2. 计算 Z-Score 特征
+    3. 规则评分 + ML 评分
+    4. 持续性确认
+    5. 输出异动
+    """
+
+    def __init__(
+        self,
+        model_dir: str = 'ml/checkpoints_v2',
+        baseline_dir: str = 'ml/data_v2/baselines'
+    ):
+        # 加载概念
+        self.concepts = self._load_concepts()
+
+        # 加载基线
+        self.baselines = load_baselines(baseline_dir)
+        print(f"加载了 {len(self.baselines)} 个概念的基线")
+
+        # 初始化 ML 评分器
+        self.ml_scorer = MLScorerV2(model_dir)
+
+        # 初始化数据管理器
+        self.data_manager = RealtimeDataManagerV2(self.concepts, self.baselines)
+
+        # 收集所有股票
+        self.all_stocks = list(set(s for c in self.concepts for s in c['stocks']))
+
+    def _load_concepts(self) -> List[dict]:
+        """从 ES 加载概念"""
+        concepts = []
+        query = {"query": {"match_all": {}}, "size": 100, "_source": ["concept_id", "concept", "stocks"]}
+
+        resp = ES_CLIENT.search(index=ES_INDEX, body=query, scroll='2m')
+        scroll_id = resp['_scroll_id']
+        hits = resp['hits']['hits']
+
+        while len(hits) > 0:
+            for hit in hits:
+                source = hit['_source']
+                stocks = []
+                if 'stocks' in source and isinstance(source['stocks'], list):
+                    for stock in source['stocks']:
+                        if isinstance(stock, dict) and 'code' in stock and stock['code']:
+                            stocks.append(stock['code'])
+                if stocks:
+                    concepts.append({
+                        'concept_id': source.get('concept_id'),
+                        'concept_name': source.get('concept'),
+                        'stocks': stocks
+                    })
+
+            resp = ES_CLIENT.scroll(scroll_id=scroll_id, scroll='2m')
+            scroll_id = resp['_scroll_id']
+            hits = resp['hits']['hits']
+
+        ES_CLIENT.clear_scroll(scroll_id=scroll_id)
+        print(f"加载了 {len(concepts)} 个概念")
+        return concepts
+
+    def detect(self, trade_date: str) -> List[Dict]:
+        """
+        检测指定日期的异动
+
+        返回异动列表
+        """
+        print(f"\n检测 {trade_date} 的异动...")
+
+        # 获取原始数据
+        raw_features = self._compute_raw_features(trade_date)
+        if raw_features.empty:
+            print("无数据")
+            return []
+
+        # 按时间排序
+        timestamps = sorted(raw_features['timestamp'].unique())
+        print(f"时间点数: {len(timestamps)}")
+
+        all_alerts = []
+
+        for ts in timestamps:
+            ts_data = raw_features[raw_features['timestamp'] == ts]
+            ts_alerts = self._process_timestamp(ts, ts_data, trade_date)
+            all_alerts.extend(ts_alerts)
+
+        print(f"共检测到 {len(all_alerts)} 个异动")
+        return all_alerts
+
+    def _compute_raw_features(self, trade_date: str) -> pd.DataFrame:
+        """计算原始特征（同 prepare_data_v2）"""
+        # 这里简化处理，直接调用数据准备逻辑
+        from prepare_data_v2 import compute_raw_concept_features
+        return compute_raw_concept_features(trade_date, self.concepts, self.all_stocks)
+
+    def _process_timestamp(self, timestamp, ts_data: pd.DataFrame, trade_date: str) -> List[Dict]:
+        """处理单个时间戳"""
+        alerts = []
+        candidates = []  # (concept_id, features, rule_score, triggered_rules)
+
+        for _, row in ts_data.iterrows():
+            concept_id = row['concept_id']
+
+            # 计算 Z-Score 特征
+            features = self.data_manager.compute_zscore_features(
+                concept_id, timestamp,
+                row['alpha'], row['total_amt'], row['rank_pct'], row['limit_up_ratio']
+            )
+
+            if features is None:
+                continue
+
+            # 更新历史
+            self.data_manager.update(concept_id, timestamp, features)
+
+            # 规则评分
+            rule_score, triggered_rules = score_rules_zscore(features)
+
+            # 收集候选
+            candidates.append((concept_id, features, rule_score, triggered_rules))
+
+        if not candidates:
+            return []
+
+        # 批量 ML 评分
+        sequences = []
+        valid_candidates = []
+
+        for concept_id, features, rule_score, triggered_rules in candidates:
+            seq = self.data_manager.get_sequence(concept_id)
+            if seq is not None:
+                sequences.append(seq)
+                valid_candidates.append((concept_id, features, rule_score, triggered_rules))
+
+        if not sequences:
+            return []
+
+        sequences = np.array(sequences)
+        ml_scores = self.ml_scorer.score_batch(sequences)
+
+        # 融合评分 + 持续性确认
+        for i, (concept_id, features, rule_score, triggered_rules) in enumerate(valid_candidates):
+            ml_score = ml_scores[i]
+            final_score = CONFIG['rule_weight'] * rule_score + CONFIG['ml_weight'] * ml_score
+
+            # 判断是否触发
+            is_triggered = (
+                rule_score >= CONFIG['rule_trigger'] or
+                ml_score >= CONFIG['ml_trigger'] or
+                final_score >= CONFIG['fusion_trigger']
+            )
+
+            # 添加到候选队列
+            self.data_manager.add_anomaly_candidate(concept_id, timestamp, final_score)
+
+            if not is_triggered:
+                continue
+
+            # 检查冷却期
+            if self.data_manager.check_cooldown(concept_id, timestamp):
+                continue
+
+            # 持续性确认
+            is_sustained, confirm_ratio = self.data_manager.check_sustained_anomaly(
+                concept_id, CONFIG['fusion_trigger']
+            )
+
+            if not is_sustained:
+                continue
+
+            # 确认为异动！
+            self.data_manager.set_cooldown(concept_id, timestamp)
+
+            # 确定异动类型
+            alpha = features['alpha']
+            if alpha >= 1.5:
+                alert_type = 'surge_up'
+            elif alpha <= -1.5:
+                alert_type = 'surge_down'
+            elif features['amt_zscore'] >= 3.0:
+                alert_type = 'volume_spike'
+            else:
+                alert_type = 'surge'
+
+            # 确定触发原因
+            if rule_score >= CONFIG['rule_trigger']:
+                trigger_reason = f'规则({rule_score:.0f})+持续确认({confirm_ratio:.0%})'
+            elif ml_score >= CONFIG['ml_trigger']:
+                trigger_reason = f'ML({ml_score:.0f})+持续确认({confirm_ratio:.0%})'
+            else:
+                trigger_reason = f'融合({final_score:.0f})+持续确认({confirm_ratio:.0%})'
+
+            alerts.append({
+                'concept_id': concept_id,
+                'concept_name': self.data_manager.concepts.get(concept_id, {}).get('concept_name', concept_id),
+                'alert_time': timestamp,
+                'trade_date': trade_date,
+                'alert_type': alert_type,
+                'final_score': final_score,
+                'rule_score': rule_score,
+                'ml_score': ml_score,
+                'trigger_reason': trigger_reason,
+                'confirm_ratio': confirm_ratio,
+                'alpha': alpha,
+                'alpha_zscore': features['alpha_zscore'],
+                'amt_zscore': features['amt_zscore'],
+                'rank_zscore': features['rank_zscore'],
+                'momentum_3m': features['momentum_3m'],
+                'momentum_5m': features['momentum_5m'],
+                'limit_up_ratio': features['limit_up_ratio'],
+                'triggered_rules': triggered_rules,
+            })
+
+        # 每分钟最多 N 个
+        if len(alerts) > CONFIG['max_alerts_per_minute']:
+            alerts = sorted(alerts, key=lambda x: x['final_score'], reverse=True)
+            alerts = alerts[:CONFIG['max_alerts_per_minute']]
+
+        return alerts
+
+
+# ==================== 主函数 ====================
+
+def main():
+    import argparse
+
+    parser = argparse.ArgumentParser(description='V2 异动检测器')
+    parser.add_argument('--date', type=str, default=None, help='检测日期（默认今天）')
+    parser.add_argument('--model_dir', type=str, default='ml/checkpoints_v2')
+    parser.add_argument('--baseline_dir', type=str, default='ml/data_v2/baselines')
+
+    args = parser.parse_args()
+
+    trade_date = args.date or datetime.now().strftime('%Y-%m-%d')
+
+    detector = AnomalyDetectorV2(
+        model_dir=args.model_dir,
+        baseline_dir=args.baseline_dir
+    )
+
+    alerts = detector.detect(trade_date)
+
+    print(f"\n检测结果:")
+    for alert in alerts[:20]:
+        print(f"  [{alert['alert_time'].strftime('%H:%M') if hasattr(alert['alert_time'], 'strftime') else alert['alert_time']}] "
+              f"{alert['concept_name']} ({alert['alert_type']}) "
+              f"分数={alert['final_score']:.0f} "
+              f"确认率={alert['confirm_ratio']:.0%}")
+
+    if len(alerts) > 20:
+        print(f"  ... 共 {len(alerts)} 个异动")
+
+
+if __name__ == "__main__":
+    main()

ml/model.py

@@ -85,9 +85,12 @@ class LSTMAutoencoder(nn.Module):
             nn.Tanh(),  # 限制范围，增加约束
         )
 
+        # 使用 LeakyReLU 替代 ReLU
+        # 原因：Z-Score 数据范围是 [-5, +5]，ReLU 会截断负值，丢失跌幅信息
+        # LeakyReLU 保留负值信号（乘以 0.1）
         self.bottleneck_up = nn.Sequential(
             nn.Linear(latent_dim, hidden_dim),
-            nn.ReLU(),
+            nn.LeakyReLU(negative_slope=0.1),
         )
 
         # Decoder: 单向 LSTM

ml/prepare_data.py

@@ -26,7 +26,9 @@ import hashlib
 import json
 import logging
 from typing import Dict, List, Set, Tuple
-from concurrent.futures import ThreadPoolExecutor, as_completed
+from concurrent.futures import ProcessPoolExecutor, as_completed
+from multiprocessing import Manager
+import multiprocessing
 import warnings
 warnings.filterwarnings('ignore')
 
@@ -128,7 +130,7 @@ def get_all_concepts() -> List[dict]:
         hits = resp['hits']['hits']
 
     ES_CLIENT.clear_scroll(scroll_id=scroll_id)
-    logger.info(f"获取到 {len(concepts)} 个概念")
+    print(f"获取到 {len(concepts)} 个概念")
     return concepts
 
 
@@ -148,7 +150,7 @@ def get_trading_days(start_date: str, end_date: str) -> List[str]:
 
     result = client.execute(query)
     days = [row[0].strftime('%Y-%m-%d') for row in result]
-    logger.info(f"找到 {len(days)} 个交易日: {days[0]} ~ {days[-1]}")
+    print(f"找到 {len(days)} 个交易日: {days[0]} ~ {days[-1]}")
     return days
 
 
@@ -223,21 +225,23 @@ def get_daily_index_data(trade_date: str, index_code: str = REFERENCE_INDEX) ->
 
 
 def get_prev_close(stock_codes: List[str], trade_date: str) -> Dict[str, float]:
-    """获取昨收价"""
+    """获取昨收价（上一交易日的收盘价 F007N）"""
     valid_codes = [c for c in stock_codes if c and len(c) == 6 and c.isdigit()]
     if not valid_codes:
         return {}
 
     codes_str = "','".join(valid_codes)
 
+    # 注意：F007N 是"最近成交价"即当日收盘价，F002N 是"昨日收盘价"
+    # 我们需要查上一交易日的 F007N（那天的收盘价）作为今天的昨收
     query = f"""
-    SELECT SECCODE, F002N
+    SELECT SECCODE, F007N
     FROM ea_trade
     WHERE SECCODE IN ('{codes_str}')
     AND TRADEDATE = (
         SELECT MAX(TRADEDATE) FROM ea_trade WHERE TRADEDATE < '{trade_date}'
     )
-    AND F002N IS NOT NULL AND F002N > 0
+    AND F007N IS NOT NULL AND F007N > 0
     """
 
     try:
@@ -245,7 +249,7 @@ def get_prev_close(stock_codes: List[str], trade_date: str) -> Dict[str, float]:
             result = conn.execute(text(query))
             return {row[0]: float(row[1]) for row in result if row[1]}
     except Exception as e:
-        logger.error(f"获取昨收价失败: {e}")
+        print(f"获取昨收价失败: {e}")
         return {}
 
 
@@ -264,7 +268,7 @@ def get_index_prev_close(trade_date: str, index_code: str = REFERENCE_INDEX) ->
             if result and result[0]:
                 return float(result[0])
     except Exception as e:
-        logger.error(f"获取指数昨收失败: {e}")
+        print(f"获取指数昨收失败: {e}")
 
     return None
 
@@ -285,25 +289,19 @@ def compute_daily_features(
     """
 
     # 1. 获取数据
-    logger.info(f"  获取股票数据...")
     stock_df = get_daily_stock_data(trade_date, all_stocks)
     if stock_df.empty:
-        logger.warning(f"  无股票数据")
         return pd.DataFrame()
 
-    logger.info(f"  获取指数数据...")
     index_df = get_daily_index_data(trade_date)
     if index_df.empty:
-        logger.warning(f"  无指数数据")
         return pd.DataFrame()
 
     # 2. 获取昨收价
-    logger.info(f"  获取昨收价...")
     prev_close = get_prev_close(all_stocks, trade_date)
     index_prev_close = get_index_prev_close(trade_date)
 
     if not prev_close or not index_prev_close:
-        logger.warning(f"  无昨收价数据")
         return pd.DataFrame()
 
     # 3. 计算股票涨跌幅和成交额
@@ -317,7 +315,6 @@ def compute_daily_features(
 
     # 5. 获取所有时间点
     timestamps = sorted(stock_df['timestamp'].unique())
-    logger.info(f"  时间点数: {len(timestamps)}")
 
     # 6. 按时间点计算概念特征
     results = []
@@ -414,87 +411,126 @@ def compute_daily_features(
         if amt_delta_std > 0:
             final_df['amt_delta'] = final_df['amt_delta'] / amt_delta_std
 
-    logger.info(f"  计算完成: {len(final_df)} 条记录")
     return final_df
 
 
 # ==================== 主流程 ====================
 
-def process_single_day(trade_date: str, concepts: List[dict], all_stocks: List[str]) -> str:
-    """处理单个交易日"""
+def process_single_day(args) -> Tuple[str, bool]:
+    """
+    处理单个交易日（多进程版本）
+
+    Args:
+        args: (trade_date, concepts, all_stocks) 元组
+
+    Returns:
+        (trade_date, success) 元组
+    """
+    trade_date, concepts, all_stocks = args
     output_file = os.path.join(OUTPUT_DIR, f'features_{trade_date}.parquet')
 
     # 检查是否已处理
     if os.path.exists(output_file):
-        logger.info(f"[{trade_date}] 已存在，跳过")
-        return output_file
+        print(f"[{trade_date}] 已存在，跳过")
+        return (trade_date, True)
 
-    logger.info(f"[{trade_date}] 开始处理...")
+    print(f"[{trade_date}] 开始处理...")
 
     try:
         df = compute_daily_features(trade_date, concepts, all_stocks)
 
         if df.empty:
-            logger.warning(f"[{trade_date}] 无数据")
-            return None
+            print(f"[{trade_date}] 无数据")
+            return (trade_date, False)
 
         # 保存
         df.to_parquet(output_file, index=False)
-        logger.info(f"[{trade_date}] 保存完成: {output_file}")
-        return output_file
+        print(f"[{trade_date}] 保存完成")
+        return (trade_date, True)
 
     except Exception as e:
-        logger.error(f"[{trade_date}] 处理失败: {e}")
+        print(f"[{trade_date}] 处理失败: {e}")
         import traceback
         traceback.print_exc()
-        return None
+        return (trade_date, False)
 
 
 def main():
     import argparse
+    from tqdm import tqdm
 
     parser = argparse.ArgumentParser(description='准备训练数据')
     parser.add_argument('--start', type=str, default='2022-01-01', help='开始日期')
     parser.add_argument('--end', type=str, default=None, help='结束日期（默认今天）')
-    parser.add_argument('--workers', type=int, default=1, help='并行数（建议1，避免数据库压力）')
+    parser.add_argument('--workers', type=int, default=18, help='并行进程数（默认18）')
+    parser.add_argument('--force', action='store_true', help='强制重新处理已存在的文件')
 
     args = parser.parse_args()
 
     end_date = args.end or datetime.now().strftime('%Y-%m-%d')
 
-    logger.info("=" * 60)
-    logger.info("数据准备 - Transformer Autoencoder 训练数据")
-    logger.info("=" * 60)
-    logger.info(f"日期范围: {args.start} ~ {end_date}")
+    print("=" * 60)
+    print("数据准备 - Transformer Autoencoder 训练数据")
+    print("=" * 60)
+    print(f"日期范围: {args.start} ~ {end_date}")
+    print(f"并行进程数: {args.workers}")
 
     # 1. 获取概念列表
     concepts = get_all_concepts()
 
     # 收集所有股票
     all_stocks = list(set(s for c in concepts for s in c['stocks']))
-    logger.info(f"股票总数: {len(all_stocks)}")
+    print(f"股票总数: {len(all_stocks)}")
 
     # 2. 获取交易日列表
     trading_days = get_trading_days(args.start, end_date)
 
     if not trading_days:
-        logger.error("无交易日数据")
+        print("无交易日数据")
         return
 
-    # 3. 处理每个交易日
-    logger.info(f"\n开始处理 {len(trading_days)} 个交易日...")
+    # 如果强制模式，删除已有文件
+    if args.force:
+        for trade_date in trading_days:
+            output_file = os.path.join(OUTPUT_DIR, f'features_{trade_date}.parquet')
+            if os.path.exists(output_file):
+                os.remove(output_file)
+                print(f"删除已有文件: {output_file}")
 
+    # 3. 准备任务参数
+    tasks = [(trade_date, concepts, all_stocks) for trade_date in trading_days]
+
+    print(f"\n开始处理 {len(trading_days)} 个交易日（{args.workers} 进程并行）...")
+
+    # 4. 多进程处理
     success_count = 0
-    for i, trade_date in enumerate(trading_days):
-        logger.info(f"\n[{i+1}/{len(trading_days)}] {trade_date}")
-        result = process_single_day(trade_date, concepts, all_stocks)
-        if result:
-            success_count += 1
+    failed_dates = []
 
-    logger.info("\n" + "=" * 60)
-    logger.info(f"处理完成: {success_count}/{len(trading_days)} 个交易日")
-    logger.info(f"数据保存在: {OUTPUT_DIR}")
-    logger.info("=" * 60)
+    with ProcessPoolExecutor(max_workers=args.workers) as executor:
+        # 提交所有任务
+        futures = {executor.submit(process_single_day, task): task[0] for task in tasks}
+
+        # 使用 tqdm 显示进度
+        with tqdm(total=len(futures), desc="处理进度", unit="天") as pbar:
+            for future in as_completed(futures):
+                trade_date = futures[future]
+                try:
+                    result_date, success = future.result()
+                    if success:
+                        success_count += 1
+                    else:
+                        failed_dates.append(result_date)
+                except Exception as e:
+                    print(f"\n[{trade_date}] 进程异常: {e}")
+                    failed_dates.append(trade_date)
+                pbar.update(1)
+
+    print("\n" + "=" * 60)
+    print(f"处理完成: {success_count}/{len(trading_days)} 个交易日")
+    if failed_dates:
+        print(f"失败日期: {failed_dates[:10]}{'...' if len(failed_dates) > 10 else ''}")
+    print(f"数据保存在: {OUTPUT_DIR}")
+    print("=" * 60)
 
 
 if __name__ == "__main__":

ml/prepare_data_v2.py

@@ -0,0 +1,715 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""
+数据准备 V2 - 基于时间片对齐的特征计算（修复版）
+
+核心改进：
+1. 时间片对齐：9:35 和历史的 9:35 比，而不是和前30分钟比
+2. Z-Score 特征：相对于同时间片历史分布的偏离程度
+3. 滚动窗口基线：每个日期使用它之前 N 天的数据作为基线（不是固定的最后 N 天！）
+4. 基于 Z-Score 的动量：消除一天内波动率异构性
+
+修复：
+- 滚动窗口基线：避免未来数据泄露
+- Z-Score 动量：消除早盘/尾盘波动率差异
+- 进程级数据库单例：避免连接池爆炸
+"""
+
+import os
+import sys
+import numpy as np
+import pandas as pd
+from datetime import datetime, timedelta
+from sqlalchemy import create_engine, text
+from elasticsearch import Elasticsearch
+from clickhouse_driver import Client
+from concurrent.futures import ProcessPoolExecutor, as_completed
+from typing import Dict, List, Tuple, Optional
+from tqdm import tqdm
+from collections import defaultdict
+import warnings
+import pickle
+
+warnings.filterwarnings('ignore')
+
+# ==================== 配置 ====================
+
+MYSQL_URL = "mysql+pymysql://root:Zzl5588161!@192.168.1.5:3306/stock"
+ES_HOST = 'http://127.0.0.1:9200'
+ES_INDEX = 'concept_library_v3'
+
+CLICKHOUSE_CONFIG = {
+    'host': '127.0.0.1',
+    'port': 9000,
+    'user': 'default',
+    'password': 'Zzl33818!',
+    'database': 'stock'
+}
+
+REFERENCE_INDEX = '000001.SH'
+
+# 输出目录
+OUTPUT_DIR = os.path.join(os.path.dirname(__file__), 'data_v2')
+BASELINE_DIR = os.path.join(OUTPUT_DIR, 'baselines')
+RAW_CACHE_DIR = os.path.join(OUTPUT_DIR, 'raw_cache')
+os.makedirs(OUTPUT_DIR, exist_ok=True)
+os.makedirs(BASELINE_DIR, exist_ok=True)
+os.makedirs(RAW_CACHE_DIR, exist_ok=True)
+
+# 特征配置
+CONFIG = {
+    'baseline_days': 20,           # 滚动窗口大小
+    'min_baseline_samples': 10,    # 最少需要10个样本才算有效基线
+    'limit_up_threshold': 9.8,
+    'limit_down_threshold': -9.8,
+    'zscore_clip': 5.0,
+}
+
+# 特征列表
+FEATURES_V2 = [
+    'alpha', 'alpha_zscore', 'amt_zscore', 'rank_zscore',
+    'momentum_3m', 'momentum_5m', 'limit_up_ratio',
+]
+
+# ==================== 进程级单例（避免连接池爆炸）====================
+
+# 进程级全局变量
+_process_mysql_engine = None
+_process_es_client = None
+_process_ch_client = None
+
+
+def init_process_connections():
+    """进程初始化时调用，创建连接（单例）"""
+    global _process_mysql_engine, _process_es_client, _process_ch_client
+    _process_mysql_engine = create_engine(MYSQL_URL, echo=False, pool_pre_ping=True, pool_size=5)
+    _process_es_client = Elasticsearch([ES_HOST])
+    _process_ch_client = Client(**CLICKHOUSE_CONFIG)
+
+
+def get_mysql_engine():
+    """获取进程级 MySQL Engine（单例）"""
+    global _process_mysql_engine
+    if _process_mysql_engine is None:
+        _process_mysql_engine = create_engine(MYSQL_URL, echo=False, pool_pre_ping=True, pool_size=5)
+    return _process_mysql_engine
+
+
+def get_es_client():
+    """获取进程级 ES 客户端（单例）"""
+    global _process_es_client
+    if _process_es_client is None:
+        _process_es_client = Elasticsearch([ES_HOST])
+    return _process_es_client
+
+
+def get_ch_client():
+    """获取进程级 ClickHouse 客户端（单例）"""
+    global _process_ch_client
+    if _process_ch_client is None:
+        _process_ch_client = Client(**CLICKHOUSE_CONFIG)
+    return _process_ch_client
+
+
+# ==================== 工具函数 ====================
+
+def code_to_ch_format(code: str) -> str:
+    if not code or len(code) != 6 or not code.isdigit():
+        return None
+    if code.startswith('6'):
+        return f"{code}.SH"
+    elif code.startswith('0') or code.startswith('3'):
+        return f"{code}.SZ"
+    else:
+        return f"{code}.BJ"
+
+
+def time_to_slot(ts) -> str:
+    """将时间戳转换为时间片（HH:MM格式）"""
+    if isinstance(ts, str):
+        return ts
+    return ts.strftime('%H:%M')
+
+
+# ==================== 获取概念列表 ====================
+
+def get_all_concepts() -> List[dict]:
+    """从ES获取所有叶子概念"""
+    es_client = get_es_client()
+    concepts = []
+
+    query = {
+        "query": {"match_all": {}},
+        "size": 100,
+        "_source": ["concept_id", "concept", "stocks"]
+    }
+
+    resp = es_client.search(index=ES_INDEX, body=query, scroll='2m')
+    scroll_id = resp['_scroll_id']
+    hits = resp['hits']['hits']
+
+    while len(hits) > 0:
+        for hit in hits:
+            source = hit['_source']
+            stocks = []
+            if 'stocks' in source and isinstance(source['stocks'], list):
+                for stock in source['stocks']:
+                    if isinstance(stock, dict) and 'code' in stock and stock['code']:
+                        stocks.append(stock['code'])
+
+            if stocks:
+                concepts.append({
+                    'concept_id': source.get('concept_id'),
+                    'concept_name': source.get('concept'),
+                    'stocks': stocks
+                })
+
+        resp = es_client.scroll(scroll_id=scroll_id, scroll='2m')
+        scroll_id = resp['_scroll_id']
+        hits = resp['hits']['hits']
+
+    es_client.clear_scroll(scroll_id=scroll_id)
+    print(f"获取到 {len(concepts)} 个概念")
+    return concepts
+
+
+# ==================== 获取交易日列表 ====================
+
+def get_trading_days(start_date: str, end_date: str) -> List[str]:
+    """获取交易日列表"""
+    client = get_ch_client()
+
+    query = f"""
+    SELECT DISTINCT toDate(timestamp) as trade_date
+    FROM stock_minute
+    WHERE toDate(timestamp) >= '{start_date}'
+    AND toDate(timestamp) <= '{end_date}'
+    ORDER BY trade_date
+    """
+
+    result = client.execute(query)
+    days = [row[0].strftime('%Y-%m-%d') for row in result]
+    if days:
+        print(f"找到 {len(days)} 个交易日: {days[0]} ~ {days[-1]}")
+    return days
+
+
+# ==================== 获取昨收价 ====================
+
+def get_prev_close(stock_codes: List[str], trade_date: str) -> Dict[str, float]:
+    """获取昨收价（上一交易日的收盘价 F007N）"""
+    valid_codes = [c for c in stock_codes if c and len(c) == 6 and c.isdigit()]
+    if not valid_codes:
+        return {}
+
+    codes_str = "','".join(valid_codes)
+    query = f"""
+    SELECT SECCODE, F007N
+    FROM ea_trade
+    WHERE SECCODE IN ('{codes_str}')
+    AND TRADEDATE = (
+        SELECT MAX(TRADEDATE) FROM ea_trade WHERE TRADEDATE < '{trade_date}'
+    )
+    AND F007N IS NOT NULL AND F007N > 0
+    """
+
+    try:
+        engine = get_mysql_engine()
+        with engine.connect() as conn:
+            result = conn.execute(text(query))
+            return {row[0]: float(row[1]) for row in result if row[1]}
+    except Exception as e:
+        print(f"获取昨收价失败: {e}")
+        return {}
+
+
+def get_index_prev_close(trade_date: str, index_code: str = REFERENCE_INDEX) -> float:
+    """获取指数昨收价"""
+    code_no_suffix = index_code.split('.')[0]
+
+    try:
+        engine = get_mysql_engine()
+        with engine.connect() as conn:
+            result = conn.execute(text("""
+                SELECT F006N FROM ea_exchangetrade
+                WHERE INDEXCODE = :code AND TRADEDATE < :today
+                ORDER BY TRADEDATE DESC LIMIT 1
+            """), {'code': code_no_suffix, 'today': trade_date}).fetchone()
+
+            if result and result[0]:
+                return float(result[0])
+    except Exception as e:
+        print(f"获取指数昨收失败: {e}")
+
+    return None
+
+
+# ==================== 获取分钟数据 ====================
+
+def get_daily_stock_data(trade_date: str, stock_codes: List[str]) -> pd.DataFrame:
+    """获取单日所有股票的分钟数据"""
+    client = get_ch_client()
+
+    ch_codes = []
+    code_map = {}
+    for code in stock_codes:
+        ch_code = code_to_ch_format(code)
+        if ch_code:
+            ch_codes.append(ch_code)
+            code_map[ch_code] = code
+
+    if not ch_codes:
+        return pd.DataFrame()
+
+    ch_codes_str = "','".join(ch_codes)
+
+    query = f"""
+    SELECT code, timestamp, close, volume, amt
+    FROM stock_minute
+    WHERE toDate(timestamp) = '{trade_date}'
+    AND code IN ('{ch_codes_str}')
+    ORDER BY code, timestamp
+    """
+
+    result = client.execute(query)
+    if not result:
+        return pd.DataFrame()
+
+    df = pd.DataFrame(result, columns=['ch_code', 'timestamp', 'close', 'volume', 'amt'])
+    df['code'] = df['ch_code'].map(code_map)
+    df = df.dropna(subset=['code'])
+
+    return df[['code', 'timestamp', 'close', 'volume', 'amt']]
+
+
+def get_daily_index_data(trade_date: str, index_code: str = REFERENCE_INDEX) -> pd.DataFrame:
+    """获取单日指数分钟数据"""
+    client = get_ch_client()
+
+    query = f"""
+    SELECT timestamp, close, volume, amt
+    FROM index_minute
+    WHERE toDate(timestamp) = '{trade_date}'
+    AND code = '{index_code}'
+    ORDER BY timestamp
+    """
+
+    result = client.execute(query)
+    if not result:
+        return pd.DataFrame()
+
+    df = pd.DataFrame(result, columns=['timestamp', 'close', 'volume', 'amt'])
+    return df
+
+
+# ==================== 计算原始概念特征（单日）====================
+
+def compute_raw_concept_features(
+    trade_date: str,
+    concepts: List[dict],
+    all_stocks: List[str]
+) -> pd.DataFrame:
+    """计算单日概念的原始特征（alpha, amt, rank_pct, limit_up_ratio）"""
+    # 检查缓存
+    cache_file = os.path.join(RAW_CACHE_DIR, f'raw_{trade_date}.parquet')
+    if os.path.exists(cache_file):
+        return pd.read_parquet(cache_file)
+
+    # 获取数据
+    stock_df = get_daily_stock_data(trade_date, all_stocks)
+    if stock_df.empty:
+        return pd.DataFrame()
+
+    index_df = get_daily_index_data(trade_date)
+    if index_df.empty:
+        return pd.DataFrame()
+
+    # 获取昨收价
+    prev_close = get_prev_close(all_stocks, trade_date)
+    index_prev_close = get_index_prev_close(trade_date)
+
+    if not prev_close or not index_prev_close:
+        return pd.DataFrame()
+
+    # 计算涨跌幅
+    stock_df['prev_close'] = stock_df['code'].map(prev_close)
+    stock_df = stock_df.dropna(subset=['prev_close'])
+    stock_df['change_pct'] = (stock_df['close'] - stock_df['prev_close']) / stock_df['prev_close'] * 100
+
+    index_df['change_pct'] = (index_df['close'] - index_prev_close) / index_prev_close * 100
+    index_change_map = dict(zip(index_df['timestamp'], index_df['change_pct']))
+
+    # 获取所有时间点
+    timestamps = sorted(stock_df['timestamp'].unique())
+
+    # 概念到股票的映射
+    concept_stocks = {c['concept_id']: set(c['stocks']) for c in concepts}
+
+    results = []
+
+    for ts in timestamps:
+        ts_stock_data = stock_df[stock_df['timestamp'] == ts]
+        index_change = index_change_map.get(ts, 0)
+
+        stock_change = dict(zip(ts_stock_data['code'], ts_stock_data['change_pct']))
+        stock_amt = dict(zip(ts_stock_data['code'], ts_stock_data['amt']))
+
+        concept_features = []
+
+        for concept_id, stocks in concept_stocks.items():
+            concept_changes = [stock_change[s] for s in stocks if s in stock_change]
+            concept_amts = [stock_amt.get(s, 0) for s in stocks if s in stock_change]
+
+            if not concept_changes:
+                continue
+
+            avg_change = np.mean(concept_changes)
+            total_amt = sum(concept_amts)
+            alpha = avg_change - index_change
+
+            limit_up_count = sum(1 for c in concept_changes if c >= CONFIG['limit_up_threshold'])
+            limit_up_ratio = limit_up_count / len(concept_changes)
+
+            concept_features.append({
+                'concept_id': concept_id,
+                'alpha': alpha,
+                'total_amt': total_amt,
+                'limit_up_ratio': limit_up_ratio,
+                'stock_count': len(concept_changes),
+            })
+
+        if not concept_features:
+            continue
+
+        concept_df = pd.DataFrame(concept_features)
+        concept_df['rank_pct'] = concept_df['alpha'].rank(pct=True)
+        concept_df['timestamp'] = ts
+        concept_df['time_slot'] = time_to_slot(ts)
+        concept_df['trade_date'] = trade_date
+
+        results.append(concept_df)
+
+    if not results:
+        return pd.DataFrame()
+
+    result_df = pd.concat(results, ignore_index=True)
+
+    # 保存缓存
+    result_df.to_parquet(cache_file, index=False)
+
+    return result_df
+
+
+# ==================== 滚动窗口基线计算 ====================
+
+def compute_rolling_baseline(
+    historical_data: pd.DataFrame,
+    concept_id: str
+) -> Dict[str, Dict]:
+    """
+    计算单个概念的滚动基线
+
+    返回: {time_slot: {alpha_mean, alpha_std, amt_mean, amt_std, rank_mean, rank_std, sample_count}}
+    """
+    if historical_data.empty:
+        return {}
+
+    concept_data = historical_data[historical_data['concept_id'] == concept_id]
+    if concept_data.empty:
+        return {}
+
+    baseline_dict = {}
+
+    for time_slot, group in concept_data.groupby('time_slot'):
+        if len(group) < CONFIG['min_baseline_samples']:
+            continue
+
+        alpha_std = group['alpha'].std()
+        amt_std = group['total_amt'].std()
+        rank_std = group['rank_pct'].std()
+
+        baseline_dict[time_slot] = {
+            'alpha_mean': group['alpha'].mean(),
+            'alpha_std': max(alpha_std if pd.notna(alpha_std) else 1.0, 0.1),
+            'amt_mean': group['total_amt'].mean(),
+            'amt_std': max(amt_std if pd.notna(amt_std) else group['total_amt'].mean() * 0.5, 1.0),
+            'rank_mean': group['rank_pct'].mean(),
+            'rank_std': max(rank_std if pd.notna(rank_std) else 0.2, 0.05),
+            'sample_count': len(group),
+        }
+
+    return baseline_dict
+
+
+# ==================== 计算单日 Z-Score 特征（带滚动基线）====================
+
+def compute_zscore_features_rolling(
+    trade_date: str,
+    concepts: List[dict],
+    all_stocks: List[str],
+    historical_raw_data: pd.DataFrame  # 该日期之前 N 天的原始数据
+) -> pd.DataFrame:
+    """
+    计算单日的 Z-Score 特征（使用滚动窗口基线）
+
+    关键改进：
+    1. 基线只使用 trade_date 之前的数据（无未来泄露）
+    2. 动量基于 Z-Score 计算（消除波动率异构性）
+    """
+    # 计算当日原始特征
+    raw_df = compute_raw_concept_features(trade_date, concepts, all_stocks)
+
+    if raw_df.empty:
+        return pd.DataFrame()
+
+    zscore_records = []
+
+    for concept_id, group in raw_df.groupby('concept_id'):
+        # 计算该概念的滚动基线（只用历史数据）
+        baseline_dict = compute_rolling_baseline(historical_raw_data, concept_id)
+
+        if not baseline_dict:
+            continue
+
+        # 按时间排序
+        group = group.sort_values('timestamp').reset_index(drop=True)
+
+        # Z-Score 历史（用于计算基于 Z-Score 的动量）
+        zscore_history = []
+
+        for idx, row in group.iterrows():
+            time_slot = row['time_slot']
+
+            if time_slot not in baseline_dict:
+                continue
+
+            bl = baseline_dict[time_slot]
+
+            # 计算 Z-Score
+            alpha_zscore = (row['alpha'] - bl['alpha_mean']) / bl['alpha_std']
+            amt_zscore = (row['total_amt'] - bl['amt_mean']) / bl['amt_std']
+            rank_zscore = (row['rank_pct'] - bl['rank_mean']) / bl['rank_std']
+
+            # 截断极端值
+            clip = CONFIG['zscore_clip']
+            alpha_zscore = np.clip(alpha_zscore, -clip, clip)
+            amt_zscore = np.clip(amt_zscore, -clip, clip)
+            rank_zscore = np.clip(rank_zscore, -clip, clip)
+
+            # 记录 Z-Score 历史
+            zscore_history.append(alpha_zscore)
+
+            # 基于 Z-Score 计算动量（消除波动率异构性）
+            momentum_3m = 0.0
+            momentum_5m = 0.0
+
+            if len(zscore_history) >= 3:
+                recent_3 = zscore_history[-3:]
+                older_3 = zscore_history[-6:-3] if len(zscore_history) >= 6 else [zscore_history[0]]
+                momentum_3m = np.mean(recent_3) - np.mean(older_3)
+
+            if len(zscore_history) >= 5:
+                recent_5 = zscore_history[-5:]
+                older_5 = zscore_history[-10:-5] if len(zscore_history) >= 10 else [zscore_history[0]]
+                momentum_5m = np.mean(recent_5) - np.mean(older_5)
+
+            zscore_records.append({
+                'concept_id': concept_id,
+                'timestamp': row['timestamp'],
+                'time_slot': time_slot,
+                'trade_date': trade_date,
+                # 原始特征
+                'alpha': row['alpha'],
+                'total_amt': row['total_amt'],
+                'limit_up_ratio': row['limit_up_ratio'],
+                'stock_count': row['stock_count'],
+                'rank_pct': row['rank_pct'],
+                # Z-Score 特征
+                'alpha_zscore': alpha_zscore,
+                'amt_zscore': amt_zscore,
+                'rank_zscore': rank_zscore,
+                # 基于 Z-Score 的动量
+                'momentum_3m': momentum_3m,
+                'momentum_5m': momentum_5m,
+            })
+
+    if not zscore_records:
+        return pd.DataFrame()
+
+    return pd.DataFrame(zscore_records)
+
+
+# ==================== 多进程处理 ====================
+
+def process_single_day_v2(args) -> Tuple[str, bool]:
+    """处理单个交易日（多进程版本）"""
+    trade_date, day_index, concepts, all_stocks, all_trading_days = args
+    output_file = os.path.join(OUTPUT_DIR, f'features_v2_{trade_date}.parquet')
+
+    if os.path.exists(output_file):
+        return (trade_date, True)
+
+    try:
+        # 计算滚动窗口范围（该日期之前的 N 天）
+        baseline_days = CONFIG['baseline_days']
+
+        # 找出 trade_date 之前的交易日
+        start_idx = max(0, day_index - baseline_days)
+        end_idx = day_index  # 不包含当天
+
+        if end_idx <= start_idx:
+            # 没有足够的历史数据
+            return (trade_date, False)
+
+        historical_days = all_trading_days[start_idx:end_idx]
+
+        # 加载历史原始数据
+        historical_dfs = []
+        for hist_date in historical_days:
+            cache_file = os.path.join(RAW_CACHE_DIR, f'raw_{hist_date}.parquet')
+            if os.path.exists(cache_file):
+                historical_dfs.append(pd.read_parquet(cache_file))
+            else:
+                # 需要计算
+                hist_df = compute_raw_concept_features(hist_date, concepts, all_stocks)
+                if not hist_df.empty:
+                    historical_dfs.append(hist_df)
+
+        if not historical_dfs:
+            return (trade_date, False)
+
+        historical_raw_data = pd.concat(historical_dfs, ignore_index=True)
+
+        # 计算当日 Z-Score 特征（使用滚动基线）
+        df = compute_zscore_features_rolling(trade_date, concepts, all_stocks, historical_raw_data)
+
+        if df.empty:
+            return (trade_date, False)
+
+        df.to_parquet(output_file, index=False)
+        return (trade_date, True)
+
+    except Exception as e:
+        print(f"[{trade_date}] 处理失败: {e}")
+        import traceback
+        traceback.print_exc()
+        return (trade_date, False)
+
+
+# ==================== 主流程 ====================
+
+def main():
+    import argparse
+
+    parser = argparse.ArgumentParser(description='准备训练数据 V2（滚动窗口基线 + Z-Score 动量）')
+    parser.add_argument('--start', type=str, default='2022-01-01', help='开始日期')
+    parser.add_argument('--end', type=str, default=None, help='结束日期（默认今天）')
+    parser.add_argument('--workers', type=int, default=18, help='并行进程数')
+    parser.add_argument('--baseline-days', type=int, default=20, help='滚动基线窗口大小')
+    parser.add_argument('--force', action='store_true', help='强制重新计算（忽略缓存）')
+
+    args = parser.parse_args()
+
+    end_date = args.end or datetime.now().strftime('%Y-%m-%d')
+    CONFIG['baseline_days'] = args.baseline_days
+
+    print("=" * 60)
+    print("数据准备 V2 - 滚动窗口基线 + Z-Score 动量")
+    print("=" * 60)
+    print(f"日期范围: {args.start} ~ {end_date}")
+    print(f"并行进程数: {args.workers}")
+    print(f"滚动基线窗口: {args.baseline_days} 天")
+
+    # 初始化主进程连接
+    init_process_connections()
+
+    # 1. 获取概念列表
+    concepts = get_all_concepts()
+    all_stocks = list(set(s for c in concepts for s in c['stocks']))
+    print(f"股票总数: {len(all_stocks)}")
+
+    # 2. 获取交易日列表
+    trading_days = get_trading_days(args.start, end_date)
+
+    if not trading_days:
+        print("无交易日数据")
+        return
+
+    # 3. 第一阶段：预计算所有原始特征（用于缓存）
+    print(f"\n{'='*60}")
+    print("第一阶段：预计算原始特征（用于滚动基线）")
+    print(f"{'='*60}")
+
+    # 如果强制重新计算，删除缓存
+    if args.force:
+        import shutil
+        if os.path.exists(RAW_CACHE_DIR):
+            shutil.rmtree(RAW_CACHE_DIR)
+        os.makedirs(RAW_CACHE_DIR, exist_ok=True)
+        if os.path.exists(OUTPUT_DIR):
+            for f in os.listdir(OUTPUT_DIR):
+                if f.startswith('features_v2_'):
+                    os.remove(os.path.join(OUTPUT_DIR, f))
+
+    # 单线程预计算原始特征（因为需要顺序缓存）
+    print(f"预计算 {len(trading_days)} 天的原始特征...")
+    for trade_date in tqdm(trading_days, desc="预计算原始特征"):
+        cache_file = os.path.join(RAW_CACHE_DIR, f'raw_{trade_date}.parquet')
+        if not os.path.exists(cache_file):
+            compute_raw_concept_features(trade_date, concepts, all_stocks)
+
+    # 4. 第二阶段：计算 Z-Score 特征（多进程）
+    print(f"\n{'='*60}")
+    print("第二阶段：计算 Z-Score 特征（滚动基线）")
+    print(f"{'='*60}")
+
+    # 从第 baseline_days 天开始（前面的没有足够历史）
+    start_idx = args.baseline_days
+    processable_days = trading_days[start_idx:]
+
+    if not processable_days:
+        print(f"错误：需要至少 {args.baseline_days + 1} 天的数据")
+        return
+
+    print(f"可处理日期: {processable_days[0]} ~ {processable_days[-1]} ({len(processable_days)} 天)")
+    print(f"跳过前 {start_idx} 天（基线预热期）")
+
+    # 构建任务
+    tasks = []
+    for i, trade_date in enumerate(trading_days):
+        if i >= start_idx:
+            tasks.append((trade_date, i, concepts, all_stocks, trading_days))
+
+    print(f"开始处理 {len(tasks)} 个交易日（{args.workers} 进程并行）...")
+
+    success_count = 0
+    failed_dates = []
+
+    # 使用进程池初始化器
+    with ProcessPoolExecutor(max_workers=args.workers, initializer=init_process_connections) as executor:
+        futures = {executor.submit(process_single_day_v2, task): task[0] for task in tasks}
+
+        with tqdm(total=len(futures), desc="处理进度", unit="天") as pbar:
+            for future in as_completed(futures):
+                trade_date = futures[future]
+                try:
+                    result_date, success = future.result()
+                    if success:
+                        success_count += 1
+                    else:
+                        failed_dates.append(result_date)
+                except Exception as e:
+                    print(f"\n[{trade_date}] 进程异常: {e}")
+                    failed_dates.append(trade_date)
+                pbar.update(1)
+
+    print("\n" + "=" * 60)
+    print(f"处理完成: {success_count}/{len(tasks)} 个交易日")
+    if failed_dates:
+        print(f"失败日期: {failed_dates[:10]}{'...' if len(failed_dates) > 10 else ''}")
+    print(f"数据保存在: {OUTPUT_DIR}")
+    print("=" * 60)
+
+
+if __name__ == "__main__":
+    main()

ml/realtime_detector.py

@@ -190,20 +190,22 @@ def get_all_concepts() -> List[dict]:
 
 
 def get_prev_close(stock_codes: List[str], trade_date: str) -> Dict[str, float]:
-    """获取昨收价"""
+    """获取昨收价（上一交易日的收盘价 F007N）"""
     valid_codes = [c for c in stock_codes if c and len(c) == 6 and c.isdigit()]
     if not valid_codes:
         return {}
 
     codes_str = "','".join(valid_codes)
+    # 注意：F007N 是"最近成交价"即当日收盘价，F002N 是"昨日收盘价"
+    # 我们需要查上一交易日的 F007N（那天的收盘价）作为今天的昨收
     query = f"""
-    SELECT SECCODE, F002N
+    SELECT SECCODE, F007N
     FROM ea_trade
     WHERE SECCODE IN ('{codes_str}')
     AND TRADEDATE = (
         SELECT MAX(TRADEDATE) FROM ea_trade WHERE TRADEDATE < '{trade_date}'
     )
-    AND F002N IS NOT NULL AND F002N > 0
+    AND F007N IS NOT NULL AND F007N > 0
     """
 
     try:

ml/realtime_detector_v2.py

@@ -0,0 +1,729 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""
+V2 实时异动检测器
+
+使用方法：
+    # 作为模块导入
+    from ml.realtime_detector_v2 import RealtimeDetectorV2
+
+    detector = RealtimeDetectorV2()
+    alerts = detector.detect_realtime()  # 检测当前时刻
+
+    # 或命令行测试
+    python ml/realtime_detector_v2.py --date 2025-12-09
+"""
+
+import os
+import sys
+import json
+import pickle
+from datetime import datetime, timedelta
+from typing import Dict, List, Optional, Tuple
+from collections import defaultdict, deque
+
+import numpy as np
+import pandas as pd
+import torch
+from sqlalchemy import create_engine, text
+from elasticsearch import Elasticsearch
+from clickhouse_driver import Client
+
+sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+
+from ml.model import TransformerAutoencoder
+
+# ==================== 配置 ====================
+
+MYSQL_URL = "mysql+pymysql://root:Zzl5588161!@192.168.1.5:3306/stock"
+ES_HOST = 'http://127.0.0.1:9200'
+ES_INDEX = 'concept_library_v3'
+
+CLICKHOUSE_CONFIG = {
+    'host': '127.0.0.1',
+    'port': 9000,
+    'user': 'default',
+    'password': 'Zzl33818!',
+    'database': 'stock'
+}
+
+REFERENCE_INDEX = '000001.SH'
+BASELINE_FILE = 'ml/data_v2/baselines/realtime_baseline.pkl'
+MODEL_DIR = 'ml/checkpoints_v2'
+
+# 检测配置
+CONFIG = {
+    'seq_len': 10,                    # LSTM 序列长度
+    'confirm_window': 5,              # 持续确认窗口
+    'confirm_ratio': 0.6,             # 确认比例
+    'rule_weight': 0.5,
+    'ml_weight': 0.5,
+    'rule_trigger': 60,
+    'ml_trigger': 70,
+    'fusion_trigger': 50,
+    'cooldown_minutes': 10,
+    'max_alerts_per_minute': 15,
+    'zscore_clip': 5.0,
+    'limit_up_threshold': 9.8,
+}
+
+FEATURES = ['alpha_zscore', 'amt_zscore', 'rank_zscore', 'momentum_3m', 'momentum_5m', 'limit_up_ratio']
+
+
+# ==================== 数据库连接 ====================
+
+_mysql_engine = None
+_es_client = None
+_ch_client = None
+
+
+def get_mysql_engine():
+    global _mysql_engine
+    if _mysql_engine is None:
+        _mysql_engine = create_engine(MYSQL_URL, echo=False, pool_pre_ping=True)
+    return _mysql_engine
+
+
+def get_es_client():
+    global _es_client
+    if _es_client is None:
+        _es_client = Elasticsearch([ES_HOST])
+    return _es_client
+
+
+def get_ch_client():
+    global _ch_client
+    if _ch_client is None:
+        _ch_client = Client(**CLICKHOUSE_CONFIG)
+    return _ch_client
+
+
+def code_to_ch_format(code: str) -> str:
+    if not code or len(code) != 6 or not code.isdigit():
+        return None
+    if code.startswith('6'):
+        return f"{code}.SH"
+    elif code.startswith('0') or code.startswith('3'):
+        return f"{code}.SZ"
+    return f"{code}.BJ"
+
+
+def time_to_slot(ts) -> str:
+    if isinstance(ts, str):
+        return ts
+    return ts.strftime('%H:%M')
+
+
+# ==================== 规则评分 ====================
+
+def score_rules_zscore(features: Dict) -> Tuple[float, List[str]]:
+    """基于 Z-Score 的规则评分"""
+    score = 0.0
+    triggered = []
+
+    alpha_z = abs(features.get('alpha_zscore', 0))
+    amt_z = features.get('amt_zscore', 0)
+    rank_z = abs(features.get('rank_zscore', 0))
+    mom_3m = features.get('momentum_3m', 0)
+    mom_5m = features.get('momentum_5m', 0)
+    limit_up = features.get('limit_up_ratio', 0)
+
+    # Alpha Z-Score
+    if alpha_z >= 4.0:
+        score += 25
+        triggered.append('alpha_extreme')
+    elif alpha_z >= 3.0:
+        score += 18
+        triggered.append('alpha_strong')
+    elif alpha_z >= 2.0:
+        score += 10
+        triggered.append('alpha_moderate')
+
+    # 成交额 Z-Score
+    if amt_z >= 4.0:
+        score += 20
+        triggered.append('amt_extreme')
+    elif amt_z >= 3.0:
+        score += 12
+        triggered.append('amt_strong')
+    elif amt_z >= 2.0:
+        score += 6
+        triggered.append('amt_moderate')
+
+    # 排名 Z-Score
+    if rank_z >= 3.0:
+        score += 15
+        triggered.append('rank_extreme')
+    elif rank_z >= 2.0:
+        score += 8
+        triggered.append('rank_strong')
+
+    # 动量（基于 Z-Score 的）
+    if mom_3m >= 1.0:
+        score += 12
+        triggered.append('momentum_3m_strong')
+    elif mom_3m >= 0.5:
+        score += 6
+        triggered.append('momentum_3m_moderate')
+
+    if mom_5m >= 1.5:
+        score += 10
+        triggered.append('momentum_5m_strong')
+
+    # 涨停比例
+    if limit_up >= 0.3:
+        score += 20
+        triggered.append('limit_up_extreme')
+    elif limit_up >= 0.15:
+        score += 12
+        triggered.append('limit_up_strong')
+    elif limit_up >= 0.08:
+        score += 5
+        triggered.append('limit_up_moderate')
+
+    # 组合规则
+    if alpha_z >= 2.0 and amt_z >= 2.0:
+        score += 15
+        triggered.append('combo_alpha_amt')
+
+    if alpha_z >= 2.0 and limit_up >= 0.1:
+        score += 12
+        triggered.append('combo_alpha_limitup')
+
+    return min(score, 100), triggered
+
+
+# ==================== 实时检测器 ====================
+
+class RealtimeDetectorV2:
+    """V2 实时异动检测器"""
+
+    def __init__(self, model_dir: str = MODEL_DIR, baseline_file: str = BASELINE_FILE):
+        print("初始化 V2 实时检测器...")
+
+        # 加载概念
+        self.concepts = self._load_concepts()
+        self.concept_stocks = {c['concept_id']: set(c['stocks']) for c in self.concepts}
+        self.all_stocks = list(set(s for c in self.concepts for s in c['stocks']))
+
+        # 加载基线
+        self.baselines = self._load_baselines(baseline_file)
+
+        # 加载模型
+        self.model, self.thresholds, self.device = self._load_model(model_dir)
+
+        # 状态管理
+        self.zscore_history = defaultdict(lambda: deque(maxlen=CONFIG['seq_len']))
+        self.anomaly_candidates = defaultdict(lambda: deque(maxlen=CONFIG['confirm_window']))
+        self.cooldown = {}
+
+        print(f"初始化完成: {len(self.concepts)} 概念, {len(self.baselines)} 基线")
+
+    def _load_concepts(self) -> List[dict]:
+        """从 ES 加载概念"""
+        es = get_es_client()
+        concepts = []
+
+        query = {"query": {"match_all": {}}, "size": 100, "_source": ["concept_id", "concept", "stocks"]}
+        resp = es.search(index=ES_INDEX, body=query, scroll='2m')
+        scroll_id = resp['_scroll_id']
+        hits = resp['hits']['hits']
+
+        while hits:
+            for hit in hits:
+                src = hit['_source']
+                stocks = [s['code'] for s in src.get('stocks', []) if isinstance(s, dict) and s.get('code')]
+                if stocks:
+                    concepts.append({
+                        'concept_id': src.get('concept_id'),
+                        'concept_name': src.get('concept'),
+                        'stocks': stocks
+                    })
+            resp = es.scroll(scroll_id=scroll_id, scroll='2m')
+            scroll_id = resp['_scroll_id']
+            hits = resp['hits']['hits']
+
+        es.clear_scroll(scroll_id=scroll_id)
+        return concepts
+
+    def _load_baselines(self, baseline_file: str) -> Dict:
+        """加载基线"""
+        if not os.path.exists(baseline_file):
+            print(f"警告: 基线文件不存在: {baseline_file}")
+            print("请先运行: python ml/update_baseline.py")
+            return {}
+
+        with open(baseline_file, 'rb') as f:
+            data = pickle.load(f)
+
+        print(f"基线日期范围: {data.get('date_range', 'unknown')}")
+        print(f"更新时间: {data.get('update_time', 'unknown')}")
+
+        return data.get('baselines', {})
+
+    def _load_model(self, model_dir: str):
+        """加载模型"""
+        device = torch.device('cuda' if torch.cuda.is_available() else 'cpu')
+
+        config_path = os.path.join(model_dir, 'config.json')
+        model_path = os.path.join(model_dir, 'best_model.pt')
+        threshold_path = os.path.join(model_dir, 'thresholds.json')
+
+        if not os.path.exists(model_path):
+            print(f"警告: 模型不存在: {model_path}")
+            return None, {}, device
+
+        with open(config_path) as f:
+            config = json.load(f)
+
+        model = TransformerAutoencoder(**config['model'])
+        checkpoint = torch.load(model_path, map_location=device)
+        model.load_state_dict(checkpoint['model_state_dict'])
+        model.to(device)
+        model.eval()
+
+        thresholds = {}
+        if os.path.exists(threshold_path):
+            with open(threshold_path) as f:
+                thresholds = json.load(f)
+
+        print(f"模型已加载: {model_path}")
+        return model, thresholds, device
+
+    def _get_realtime_data(self, trade_date: str) -> pd.DataFrame:
+        """获取实时数据并计算原始特征"""
+        ch = get_ch_client()
+
+        # 获取股票数据
+        ch_codes = [code_to_ch_format(c) for c in self.all_stocks if code_to_ch_format(c)]
+        ch_codes_str = "','".join(ch_codes)
+
+        stock_query = f"""
+        SELECT code, timestamp, close, amt
+        FROM stock_minute
+        WHERE toDate(timestamp) = '{trade_date}'
+        AND code IN ('{ch_codes_str}')
+        ORDER BY timestamp
+        """
+        stock_result = ch.execute(stock_query)
+        if not stock_result:
+            return pd.DataFrame()
+
+        stock_df = pd.DataFrame(stock_result, columns=['ch_code', 'timestamp', 'close', 'amt'])
+
+        # 映射回原始代码
+        ch_to_code = {code_to_ch_format(c): c for c in self.all_stocks if code_to_ch_format(c)}
+        stock_df['code'] = stock_df['ch_code'].map(ch_to_code)
+        stock_df = stock_df.dropna(subset=['code'])
+
+        # 获取指数数据
+        index_query = f"""
+        SELECT timestamp, close
+        FROM index_minute
+        WHERE toDate(timestamp) = '{trade_date}'
+        AND code = '{REFERENCE_INDEX}'
+        ORDER BY timestamp
+        """
+        index_result = ch.execute(index_query)
+        if not index_result:
+            return pd.DataFrame()
+
+        index_df = pd.DataFrame(index_result, columns=['timestamp', 'close'])
+
+        # 获取昨收价
+        engine = get_mysql_engine()
+        codes_str = "','".join([c for c in self.all_stocks if c and len(c) == 6])
+
+        with engine.connect() as conn:
+            prev_result = conn.execute(text(f"""
+                SELECT SECCODE, F007N FROM ea_trade
+                WHERE SECCODE IN ('{codes_str}')
+                AND TRADEDATE = (SELECT MAX(TRADEDATE) FROM ea_trade WHERE TRADEDATE < '{trade_date}')
+                AND F007N > 0
+            """))
+            prev_close = {row[0]: float(row[1]) for row in prev_result if row[1]}
+
+            idx_result = conn.execute(text("""
+                SELECT F006N FROM ea_exchangetrade
+                WHERE INDEXCODE = '000001' AND TRADEDATE < :today
+                ORDER BY TRADEDATE DESC LIMIT 1
+            """), {'today': trade_date}).fetchone()
+            index_prev_close = float(idx_result[0]) if idx_result else None
+
+        if not prev_close or not index_prev_close:
+            return pd.DataFrame()
+
+        # 计算涨跌幅
+        stock_df['prev_close'] = stock_df['code'].map(prev_close)
+        stock_df = stock_df.dropna(subset=['prev_close'])
+        stock_df['change_pct'] = (stock_df['close'] - stock_df['prev_close']) / stock_df['prev_close'] * 100
+
+        index_df['change_pct'] = (index_df['close'] - index_prev_close) / index_prev_close * 100
+        index_map = dict(zip(index_df['timestamp'], index_df['change_pct']))
+
+        # 按时间聚合概念特征
+        results = []
+        for ts in sorted(stock_df['timestamp'].unique()):
+            ts_data = stock_df[stock_df['timestamp'] == ts]
+            idx_chg = index_map.get(ts, 0)
+
+            stock_chg = dict(zip(ts_data['code'], ts_data['change_pct']))
+            stock_amt = dict(zip(ts_data['code'], ts_data['amt']))
+
+            for cid, stocks in self.concept_stocks.items():
+                changes = [stock_chg[s] for s in stocks if s in stock_chg]
+                amts = [stock_amt.get(s, 0) for s in stocks if s in stock_chg]
+
+                if not changes:
+                    continue
+
+                alpha = np.mean(changes) - idx_chg
+                total_amt = sum(amts)
+                limit_up_ratio = sum(1 for c in changes if c >= CONFIG['limit_up_threshold']) / len(changes)
+
+                results.append({
+                    'concept_id': cid,
+                    'timestamp': ts,
+                    'time_slot': time_to_slot(ts),
+                    'alpha': alpha,
+                    'total_amt': total_amt,
+                    'limit_up_ratio': limit_up_ratio,
+                    'stock_count': len(changes),
+                })
+
+        if not results:
+            return pd.DataFrame()
+
+        df = pd.DataFrame(results)
+
+        # 计算排名
+        for ts in df['timestamp'].unique():
+            mask = df['timestamp'] == ts
+            df.loc[mask, 'rank_pct'] = df.loc[mask, 'alpha'].rank(pct=True)
+
+        return df
+
+    def _compute_zscore(self, concept_id: str, time_slot: str, alpha: float, total_amt: float, rank_pct: float) -> Optional[Dict]:
+        """计算 Z-Score"""
+        if concept_id not in self.baselines:
+            return None
+
+        baseline = self.baselines[concept_id]
+        if time_slot not in baseline:
+            return None
+
+        bl = baseline[time_slot]
+
+        alpha_z = np.clip((alpha - bl['alpha_mean']) / bl['alpha_std'], -5, 5)
+        amt_z = np.clip((total_amt - bl['amt_mean']) / bl['amt_std'], -5, 5)
+        rank_z = np.clip((rank_pct - bl['rank_mean']) / bl['rank_std'], -5, 5)
+
+        # 动量（基于 Z-Score 历史）
+        history = list(self.zscore_history[concept_id])
+        mom_3m = 0.0
+        mom_5m = 0.0
+
+        if len(history) >= 3:
+            recent = [h['alpha_zscore'] for h in history[-3:]]
+            older = [h['alpha_zscore'] for h in history[-6:-3]] if len(history) >= 6 else [history[0]['alpha_zscore']]
+            mom_3m = np.mean(recent) - np.mean(older)
+
+        if len(history) >= 5:
+            recent = [h['alpha_zscore'] for h in history[-5:]]
+            older = [h['alpha_zscore'] for h in history[-10:-5]] if len(history) >= 10 else [history[0]['alpha_zscore']]
+            mom_5m = np.mean(recent) - np.mean(older)
+
+        return {
+            'alpha_zscore': float(alpha_z),
+            'amt_zscore': float(amt_z),
+            'rank_zscore': float(rank_z),
+            'momentum_3m': float(mom_3m),
+            'momentum_5m': float(mom_5m),
+        }
+
+    @torch.no_grad()
+    def _ml_score(self, sequences: np.ndarray) -> np.ndarray:
+        """批量 ML 评分"""
+        if self.model is None or len(sequences) == 0:
+            return np.zeros(len(sequences))
+
+        x = torch.FloatTensor(sequences).to(self.device)
+        errors = self.model.compute_reconstruction_error(x, reduction='none')
+        last_errors = errors[:, -1].cpu().numpy()
+
+        # 转换为 0-100 分数
+        if self.thresholds:
+            p50 = self.thresholds.get('median', 0.001)
+            p99 = self.thresholds.get('p99', 0.05)
+            scores = 50 + (last_errors - p50) / (p99 - p50 + 1e-6) * 49
+        else:
+            scores = last_errors * 1000
+
+        return np.clip(scores, 0, 100)
+
+    def detect(self, trade_date: str = None) -> List[Dict]:
+        """检测指定日期的异动"""
+        trade_date = trade_date or datetime.now().strftime('%Y-%m-%d')
+        print(f"\n检测 {trade_date} 的异动...")
+
+        # 重置状态
+        self.zscore_history.clear()
+        self.anomaly_candidates.clear()
+        self.cooldown.clear()
+
+        # 获取数据
+        raw_df = self._get_realtime_data(trade_date)
+        if raw_df.empty:
+            print("无数据")
+            return []
+
+        timestamps = sorted(raw_df['timestamp'].unique())
+        print(f"时间点数: {len(timestamps)}")
+
+        all_alerts = []
+
+        for ts in timestamps:
+            ts_data = raw_df[raw_df['timestamp'] == ts]
+            time_slot = time_to_slot(ts)
+
+            candidates = []
+
+            # 计算每个概念的 Z-Score
+            for _, row in ts_data.iterrows():
+                cid = row['concept_id']
+
+                zscore = self._compute_zscore(
+                    cid, time_slot,
+                    row['alpha'], row['total_amt'], row['rank_pct']
+                )
+
+                if zscore is None:
+                    continue
+
+                # 完整特征
+                features = {
+                    **zscore,
+                    'alpha': row['alpha'],
+                    'limit_up_ratio': row['limit_up_ratio'],
+                    'total_amt': row['total_amt'],
+                }
+
+                # 更新历史
+                self.zscore_history[cid].append(zscore)
+
+                # 规则评分
+                rule_score, triggered = score_rules_zscore(features)
+
+                candidates.append((cid, features, rule_score, triggered))
+
+            if not candidates:
+                continue
+
+            # 批量 ML 评分
+            sequences = []
+            valid_candidates = []
+
+            for cid, features, rule_score, triggered in candidates:
+                history = list(self.zscore_history[cid])
+                if len(history) >= CONFIG['seq_len']:
+                    seq = np.array([[h['alpha_zscore'], h['amt_zscore'], h['rank_zscore'],
+                                     h['momentum_3m'], h['momentum_5m'], features['limit_up_ratio']]
+                                    for h in history])
+                    sequences.append(seq)
+                    valid_candidates.append((cid, features, rule_score, triggered))
+
+            if not sequences:
+                continue
+
+            ml_scores = self._ml_score(np.array(sequences))
+
+            # 融合 + 确认
+            for i, (cid, features, rule_score, triggered) in enumerate(valid_candidates):
+                ml_score = ml_scores[i]
+                final_score = CONFIG['rule_weight'] * rule_score + CONFIG['ml_weight'] * ml_score
+
+                # 判断触发
+                is_triggered = (
+                    rule_score >= CONFIG['rule_trigger'] or
+                    ml_score >= CONFIG['ml_trigger'] or
+                    final_score >= CONFIG['fusion_trigger']
+                )
+
+                self.anomaly_candidates[cid].append((ts, final_score))
+
+                if not is_triggered:
+                    continue
+
+                # 冷却期
+                if cid in self.cooldown:
+                    if (ts - self.cooldown[cid]).total_seconds() < CONFIG['cooldown_minutes'] * 60:
+                        continue
+
+                # 持续确认
+                recent = list(self.anomaly_candidates[cid])
+                if len(recent) < CONFIG['confirm_window']:
+                    continue
+
+                exceed = sum(1 for _, s in recent if s >= CONFIG['fusion_trigger'])
+                ratio = exceed / len(recent)
+
+                if ratio < CONFIG['confirm_ratio']:
+                    continue
+
+                # 确认异动！
+                self.cooldown[cid] = ts
+
+                alpha = features['alpha']
+                alert_type = 'surge_up' if alpha >= 1.5 else 'surge_down' if alpha <= -1.5 else 'surge'
+
+                concept_name = next((c['concept_name'] for c in self.concepts if c['concept_id'] == cid), cid)
+
+                all_alerts.append({
+                    'concept_id': cid,
+                    'concept_name': concept_name,
+                    'alert_time': ts,
+                    'trade_date': trade_date,
+                    'alert_type': alert_type,
+                    'final_score': float(final_score),
+                    'rule_score': float(rule_score),
+                    'ml_score': float(ml_score),
+                    'confirm_ratio': float(ratio),
+                    'alpha': float(alpha),
+                    'alpha_zscore': float(features['alpha_zscore']),
+                    'amt_zscore': float(features['amt_zscore']),
+                    'rank_zscore': float(features['rank_zscore']),
+                    'momentum_3m': float(features['momentum_3m']),
+                    'momentum_5m': float(features['momentum_5m']),
+                    'limit_up_ratio': float(features['limit_up_ratio']),
+                    'triggered_rules': triggered,
+                    'trigger_reason': f"融合({final_score:.0f})+确认({ratio:.0%})",
+                })
+
+        print(f"检测到 {len(all_alerts)} 个异动")
+        return all_alerts
+
+
+# ==================== 数据库存储 ====================
+
+def create_v2_table():
+    """创建 V2 异动表（如果不存在）"""
+    engine = get_mysql_engine()
+    with engine.begin() as conn:
+        conn.execute(text("""
+            CREATE TABLE IF NOT EXISTS concept_anomaly_v2 (
+                id INT AUTO_INCREMENT PRIMARY KEY,
+                concept_id VARCHAR(50) NOT NULL,
+                alert_time DATETIME NOT NULL,
+                trade_date DATE NOT NULL,
+                alert_type VARCHAR(20) NOT NULL,
+                final_score FLOAT,
+                rule_score FLOAT,
+                ml_score FLOAT,
+                trigger_reason VARCHAR(200),
+                confirm_ratio FLOAT,
+                alpha FLOAT,
+                alpha_zscore FLOAT,
+                amt_zscore FLOAT,
+                rank_zscore FLOAT,
+                momentum_3m FLOAT,
+                momentum_5m FLOAT,
+                limit_up_ratio FLOAT,
+                triggered_rules TEXT,
+                created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+                UNIQUE KEY uk_concept_time (concept_id, alert_time),
+                INDEX idx_trade_date (trade_date),
+                INDEX idx_alert_type (alert_type)
+            ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4
+        """))
+    print("concept_anomaly_v2 表已就绪")
+
+
+def save_alerts_to_db(alerts: List[Dict]) -> int:
+    """保存异动到数据库"""
+    if not alerts:
+        return 0
+
+    engine = get_mysql_engine()
+    saved = 0
+
+    with engine.begin() as conn:
+        for alert in alerts:
+            try:
+                insert_sql = text("""
+                    INSERT IGNORE INTO concept_anomaly_v2
+                    (concept_id, alert_time, trade_date, alert_type,
+                     final_score, rule_score, ml_score, trigger_reason, confirm_ratio,
+                     alpha, alpha_zscore, amt_zscore, rank_zscore,
+                     momentum_3m, momentum_5m, limit_up_ratio, triggered_rules)
+                    VALUES
+                    (:concept_id, :alert_time, :trade_date, :alert_type,
+                     :final_score, :rule_score, :ml_score, :trigger_reason, :confirm_ratio,
+                     :alpha, :alpha_zscore, :amt_zscore, :rank_zscore,
+                     :momentum_3m, :momentum_5m, :limit_up_ratio, :triggered_rules)
+                """)
+
+                result = conn.execute(insert_sql, {
+                    'concept_id': alert['concept_id'],
+                    'alert_time': alert['alert_time'],
+                    'trade_date': alert['trade_date'],
+                    'alert_type': alert['alert_type'],
+                    'final_score': alert['final_score'],
+                    'rule_score': alert['rule_score'],
+                    'ml_score': alert['ml_score'],
+                    'trigger_reason': alert['trigger_reason'],
+                    'confirm_ratio': alert['confirm_ratio'],
+                    'alpha': alert['alpha'],
+                    'alpha_zscore': alert['alpha_zscore'],
+                    'amt_zscore': alert['amt_zscore'],
+                    'rank_zscore': alert['rank_zscore'],
+                    'momentum_3m': alert['momentum_3m'],
+                    'momentum_5m': alert['momentum_5m'],
+                    'limit_up_ratio': alert['limit_up_ratio'],
+                    'triggered_rules': json.dumps(alert.get('triggered_rules', []), ensure_ascii=False),
+                })
+
+                if result.rowcount > 0:
+                    saved += 1
+            except Exception as e:
+                print(f"保存失败: {alert['concept_id']} - {e}")
+
+    return saved
+
+
+def main():
+    import argparse
+    parser = argparse.ArgumentParser()
+    parser.add_argument('--date', type=str, default=None)
+    parser.add_argument('--no-save', action='store_true', help='不保存到数据库，只打印')
+    args = parser.parse_args()
+
+    # 确保表存在
+    if not args.no_save:
+        create_v2_table()
+
+    detector = RealtimeDetectorV2()
+    alerts = detector.detect(args.date)
+
+    print(f"\n{'='*60}")
+    print(f"检测结果 ({len(alerts)} 个异动)")
+    print('='*60)
+
+    for a in alerts[:20]:
+        print(f"[{a['alert_time'].strftime('%H:%M') if hasattr(a['alert_time'], 'strftime') else a['alert_time']}] "
+              f"{a['concept_name']} | {a['alert_type']} | "
+              f"分数={a['final_score']:.0f} 确认={a['confirm_ratio']:.0%} "
+              f"α={a['alpha']:.2f}% αZ={a['alpha_zscore']:.1f}")
+
+    if len(alerts) > 20:
+        print(f"... 共 {len(alerts)} 个")
+
+    # 保存到数据库
+    if not args.no_save and alerts:
+        saved = save_alerts_to_db(alerts)
+        print(f"\n✅ 已保存 {saved}/{len(alerts)} 条到 concept_anomaly_v2 表")
+    elif args.no_save:
+        print(f"\n⚠️ --no-save 模式，未保存到数据库")
+
+
+if __name__ == "__main__":
+    main()

ml/train_v2.py

@@ -0,0 +1,622 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""
+训练脚本 V2 - 基于 Z-Score 特征的 LSTM Autoencoder
+
+改进点：
+1. 使用 Z-Score 特征（相对于同时间片历史的偏离）
+2. 短序列：10分钟（不需要30分钟预热）
+3. 开盘即可检测：9:30 直接有特征
+
+模型输入：
+- 过去10分钟的 Z-Score 特征序列
+- 特征：alpha_zscore, amt_zscore, rank_zscore, momentum_3m, momentum_5m, limit_up_ratio
+
+模型学习：
+- 学习 Z-Score 序列的"正常演化模式"
+- 异动 = Z-Score 序列的异常演化（重构误差大）
+"""
+
+import os
+import sys
+import argparse
+import json
+from datetime import datetime
+from pathlib import Path
+from typing import List, Tuple, Dict
+
+import numpy as np
+import pandas as pd
+import torch
+import torch.nn as nn
+from torch.utils.data import Dataset, DataLoader
+from torch.optim import AdamW
+from torch.optim.lr_scheduler import CosineAnnealingWarmRestarts
+from tqdm import tqdm
+
+from model import TransformerAutoencoder, AnomalyDetectionLoss, count_parameters
+
+# 性能优化
+torch.backends.cudnn.benchmark = True
+torch.backends.cuda.matmul.allow_tf32 = True
+torch.backends.cudnn.allow_tf32 = True
+
+try:
+    import matplotlib
+    matplotlib.use('Agg')
+    import matplotlib.pyplot as plt
+    HAS_MATPLOTLIB = True
+except ImportError:
+    HAS_MATPLOTLIB = False
+
+
+# ==================== 配置 ====================
+
+TRAIN_CONFIG = {
+    # 数据配置（改进！）
+    'seq_len': 10,                    # 10分钟序列（不是30分钟！）
+    'stride': 2,                      # 步长2分钟
+
+    # 时间切分
+    'train_end_date': '2024-06-30',
+    'val_end_date': '2024-09-30',
+
+    # V2 特征（Z-Score 为主）
+    'features': [
+        'alpha_zscore',       # Alpha 的 Z-Score
+        'amt_zscore',         # 成交额的 Z-Score
+        'rank_zscore',        # 排名的 Z-Score
+        'momentum_3m',        # 3分钟动量
+        'momentum_5m',        # 5分钟动量
+        'limit_up_ratio',     # 涨停占比
+    ],
+
+    # 训练配置
+    'batch_size': 4096,
+    'epochs': 100,
+    'learning_rate': 3e-4,
+    'weight_decay': 1e-5,
+    'gradient_clip': 1.0,
+
+    # 早停配置
+    'patience': 15,
+    'min_delta': 1e-6,
+
+    # 模型配置（小型 LSTM）
+    'model': {
+        'n_features': 6,
+        'hidden_dim': 32,
+        'latent_dim': 4,
+        'num_layers': 1,
+        'dropout': 0.2,
+        'bidirectional': True,
+    },
+
+    # 标准化配置
+    'clip_value': 5.0,  # Z-Score 已经标准化，clip 5.0 足够
+
+    # 阈值配置
+    'threshold_percentiles': [90, 95, 99],
+}
+
+
+# ==================== 数据加载 ====================
+
+def load_data_by_date(data_dir: str, features: List[str]) -> Dict[str, pd.DataFrame]:
+    """按日期加载 V2 数据"""
+    data_path = Path(data_dir)
+    parquet_files = sorted(data_path.glob("features_v2_*.parquet"))
+
+    if not parquet_files:
+        raise FileNotFoundError(f"未找到 V2 数据文件: {data_dir}")
+
+    print(f"找到 {len(parquet_files)} 个 V2 数据文件")
+
+    date_data = {}
+
+    for pf in tqdm(parquet_files, desc="加载数据"):
+        date = pf.stem.replace('features_v2_', '')
+
+        df = pd.read_parquet(pf)
+
+        required_cols = features + ['concept_id', 'timestamp']
+        missing_cols = [c for c in required_cols if c not in df.columns]
+        if missing_cols:
+            print(f"警告: {date} 缺少列: {missing_cols}, 跳过")
+            continue
+
+        date_data[date] = df
+
+    print(f"成功加载 {len(date_data)} 天的数据")
+    return date_data
+
+
+def split_data_by_date(
+    date_data: Dict[str, pd.DataFrame],
+    train_end: str,
+    val_end: str
+) -> Tuple[Dict[str, pd.DataFrame], Dict[str, pd.DataFrame], Dict[str, pd.DataFrame]]:
+    """按日期划分数据集"""
+    train_data = {}
+    val_data = {}
+    test_data = {}
+
+    for date, df in date_data.items():
+        if date <= train_end:
+            train_data[date] = df
+        elif date <= val_end:
+            val_data[date] = df
+        else:
+            test_data[date] = df
+
+    print(f"数据集划分:")
+    print(f"  训练集: {len(train_data)} 天 (<= {train_end})")
+    print(f"  验证集: {len(val_data)} 天 ({train_end} ~ {val_end})")
+    print(f"  测试集: {len(test_data)} 天 (> {val_end})")
+
+    return train_data, val_data, test_data
+
+
+def build_sequences_by_concept(
+    date_data: Dict[str, pd.DataFrame],
+    features: List[str],
+    seq_len: int,
+    stride: int
+) -> np.ndarray:
+    """按概念分组构建序列"""
+    all_dfs = []
+    for date, df in sorted(date_data.items()):
+        df = df.copy()
+        df['date'] = date
+        all_dfs.append(df)
+
+    if not all_dfs:
+        return np.array([])
+
+    combined = pd.concat(all_dfs, ignore_index=True)
+    combined = combined.sort_values(['concept_id', 'date', 'timestamp'])
+
+    all_sequences = []
+    grouped = combined.groupby('concept_id', sort=False)
+    n_concepts = len(grouped)
+
+    for concept_id, concept_df in tqdm(grouped, desc="构建序列", total=n_concepts, leave=False):
+        feature_data = concept_df[features].values
+        feature_data = np.nan_to_num(feature_data, nan=0.0, posinf=0.0, neginf=0.0)
+
+        n_points = len(feature_data)
+        for start in range(0, n_points - seq_len + 1, stride):
+            seq = feature_data[start:start + seq_len]
+            all_sequences.append(seq)
+
+    if not all_sequences:
+        return np.array([])
+
+    sequences = np.array(all_sequences)
+    print(f"  构建序列: {len(sequences):,} 条 (来自 {n_concepts} 个概念)")
+
+    return sequences
+
+
+# ==================== 数据集 ====================
+
+class SequenceDataset(Dataset):
+    def __init__(self, sequences: np.ndarray):
+        self.sequences = torch.FloatTensor(sequences)
+
+    def __len__(self) -> int:
+        return len(self.sequences)
+
+    def __getitem__(self, idx: int) -> torch.Tensor:
+        return self.sequences[idx]
+
+
+# ==================== 训练器 ====================
+
+class EarlyStopping:
+    def __init__(self, patience: int = 10, min_delta: float = 1e-6):
+        self.patience = patience
+        self.min_delta = min_delta
+        self.counter = 0
+        self.best_loss = float('inf')
+        self.early_stop = False
+
+    def __call__(self, val_loss: float) -> bool:
+        if val_loss < self.best_loss - self.min_delta:
+            self.best_loss = val_loss
+            self.counter = 0
+        else:
+            self.counter += 1
+            if self.counter >= self.patience:
+                self.early_stop = True
+        return self.early_stop
+
+
+class Trainer:
+    def __init__(
+        self,
+        model: nn.Module,
+        train_loader: DataLoader,
+        val_loader: DataLoader,
+        config: Dict,
+        device: torch.device,
+        save_dir: str = 'ml/checkpoints_v2'
+    ):
+        self.model = model.to(device)
+        self.train_loader = train_loader
+        self.val_loader = val_loader
+        self.config = config
+        self.device = device
+        self.save_dir = Path(save_dir)
+        self.save_dir.mkdir(parents=True, exist_ok=True)
+
+        self.optimizer = AdamW(
+            model.parameters(),
+            lr=config['learning_rate'],
+            weight_decay=config['weight_decay']
+        )
+
+        self.scheduler = CosineAnnealingWarmRestarts(
+            self.optimizer, T_0=10, T_mult=2, eta_min=1e-6
+        )
+
+        self.criterion = AnomalyDetectionLoss()
+
+        self.early_stopping = EarlyStopping(
+            patience=config['patience'],
+            min_delta=config['min_delta']
+        )
+
+        self.use_amp = torch.cuda.is_available()
+        self.scaler = torch.cuda.amp.GradScaler() if self.use_amp else None
+        if self.use_amp:
+            print("  ✓ 启用 AMP 混合精度训练")
+
+        self.history = {'train_loss': [], 'val_loss': [], 'learning_rate': []}
+        self.best_val_loss = float('inf')
+
+    def train_epoch(self) -> float:
+        self.model.train()
+        total_loss = 0.0
+        n_batches = 0
+
+        pbar = tqdm(self.train_loader, desc="Training", leave=False)
+        for batch in pbar:
+            batch = batch.to(self.device, non_blocking=True)
+            self.optimizer.zero_grad(set_to_none=True)
+
+            if self.use_amp:
+                with torch.cuda.amp.autocast():
+                    output, latent = self.model(batch)
+                    loss, _ = self.criterion(output, batch, latent)
+
+                self.scaler.scale(loss).backward()
+                self.scaler.unscale_(self.optimizer)
+                torch.nn.utils.clip_grad_norm_(self.model.parameters(), self.config['gradient_clip'])
+                self.scaler.step(self.optimizer)
+                self.scaler.update()
+            else:
+                output, latent = self.model(batch)
+                loss, _ = self.criterion(output, batch, latent)
+                loss.backward()
+                torch.nn.utils.clip_grad_norm_(self.model.parameters(), self.config['gradient_clip'])
+                self.optimizer.step()
+
+            total_loss += loss.item()
+            n_batches += 1
+            pbar.set_postfix({'loss': f"{loss.item():.4f}"})
+
+        return total_loss / n_batches
+
+    @torch.no_grad()
+    def validate(self) -> float:
+        self.model.eval()
+        total_loss = 0.0
+        n_batches = 0
+
+        for batch in self.val_loader:
+            batch = batch.to(self.device, non_blocking=True)
+
+            if self.use_amp:
+                with torch.cuda.amp.autocast():
+                    output, latent = self.model(batch)
+                    loss, _ = self.criterion(output, batch, latent)
+            else:
+                output, latent = self.model(batch)
+                loss, _ = self.criterion(output, batch, latent)
+
+            total_loss += loss.item()
+            n_batches += 1
+
+        return total_loss / n_batches
+
+    def save_checkpoint(self, epoch: int, val_loss: float, is_best: bool = False):
+        model_to_save = self.model.module if hasattr(self.model, 'module') else self.model
+
+        checkpoint = {
+            'epoch': epoch,
+            'model_state_dict': model_to_save.state_dict(),
+            'optimizer_state_dict': self.optimizer.state_dict(),
+            'scheduler_state_dict': self.scheduler.state_dict(),
+            'val_loss': val_loss,
+            'config': self.config,
+        }
+
+        torch.save(checkpoint, self.save_dir / 'last_checkpoint.pt')
+
+        if is_best:
+            torch.save(checkpoint, self.save_dir / 'best_model.pt')
+            print(f"  ✓ 保存最佳模型 (val_loss: {val_loss:.6f})")
+
+    def train(self, epochs: int):
+        print(f"\n开始训练 ({epochs} epochs)...")
+        print(f"设备: {self.device}")
+        print(f"模型参数量: {count_parameters(self.model):,}")
+
+        for epoch in range(1, epochs + 1):
+            print(f"\nEpoch {epoch}/{epochs}")
+
+            train_loss = self.train_epoch()
+            val_loss = self.validate()
+
+            self.scheduler.step()
+            current_lr = self.optimizer.param_groups[0]['lr']
+
+            self.history['train_loss'].append(train_loss)
+            self.history['val_loss'].append(val_loss)
+            self.history['learning_rate'].append(current_lr)
+
+            print(f"  Train Loss: {train_loss:.6f}")
+            print(f"  Val Loss:   {val_loss:.6f}")
+            print(f"  LR:         {current_lr:.2e}")
+
+            is_best = val_loss < self.best_val_loss
+            if is_best:
+                self.best_val_loss = val_loss
+            self.save_checkpoint(epoch, val_loss, is_best)
+
+            if self.early_stopping(val_loss):
+                print(f"\n早停触发！")
+                break
+
+        print(f"\n训练完成！最佳验证损失: {self.best_val_loss:.6f}")
+        self.save_history()
+
+        return self.history
+
+    def save_history(self):
+        history_path = self.save_dir / 'training_history.json'
+        with open(history_path, 'w') as f:
+            json.dump(self.history, f, indent=2)
+        print(f"训练历史已保存: {history_path}")
+
+        if HAS_MATPLOTLIB:
+            self.plot_training_curves()
+
+    def plot_training_curves(self):
+        fig, axes = plt.subplots(1, 2, figsize=(14, 5))
+        epochs = range(1, len(self.history['train_loss']) + 1)
+
+        ax1 = axes[0]
+        ax1.plot(epochs, self.history['train_loss'], 'b-', label='Train Loss', linewidth=2)
+        ax1.plot(epochs, self.history['val_loss'], 'r-', label='Val Loss', linewidth=2)
+        ax1.set_xlabel('Epoch')
+        ax1.set_ylabel('Loss')
+        ax1.set_title('Training & Validation Loss (V2)')
+        ax1.legend()
+        ax1.grid(True, alpha=0.3)
+
+        best_epoch = np.argmin(self.history['val_loss']) + 1
+        best_val_loss = min(self.history['val_loss'])
+        ax1.axvline(x=best_epoch, color='g', linestyle='--', alpha=0.7)
+        ax1.scatter([best_epoch], [best_val_loss], color='g', s=100, zorder=5)
+
+        ax2 = axes[1]
+        ax2.plot(epochs, self.history['learning_rate'], 'g-', linewidth=2)
+        ax2.set_xlabel('Epoch')
+        ax2.set_ylabel('Learning Rate')
+        ax2.set_title('Learning Rate Schedule')
+        ax2.set_yscale('log')
+        ax2.grid(True, alpha=0.3)
+
+        plt.tight_layout()
+        plt.savefig(self.save_dir / 'training_curves.png', dpi=150, bbox_inches='tight')
+        plt.close()
+        print(f"训练曲线已保存")
+
+
+# ==================== 阈值计算 ====================
+
+@torch.no_grad()
+def compute_thresholds(
+    model: nn.Module,
+    data_loader: DataLoader,
+    device: torch.device,
+    percentiles: List[float] = [90, 95, 99]
+) -> Dict[str, float]:
+    """在验证集上计算阈值"""
+    model.eval()
+    all_errors = []
+
+    print("计算异动阈值...")
+    for batch in tqdm(data_loader, desc="Computing thresholds"):
+        batch = batch.to(device)
+        errors = model.compute_reconstruction_error(batch, reduction='none')
+        seq_errors = errors[:, -1]  # 最后一个时刻
+        all_errors.append(seq_errors.cpu().numpy())
+
+    all_errors = np.concatenate(all_errors)
+
+    thresholds = {}
+    for p in percentiles:
+        threshold = np.percentile(all_errors, p)
+        thresholds[f'p{p}'] = float(threshold)
+        print(f"  P{p}: {threshold:.6f}")
+
+    thresholds['mean'] = float(np.mean(all_errors))
+    thresholds['std'] = float(np.std(all_errors))
+    thresholds['median'] = float(np.median(all_errors))
+
+    return thresholds
+
+
+# ==================== 主函数 ====================
+
+def main():
+    parser = argparse.ArgumentParser(description='训练 V2 模型')
+    parser.add_argument('--data_dir', type=str, default='ml/data_v2', help='V2 数据目录')
+    parser.add_argument('--epochs', type=int, default=100)
+    parser.add_argument('--batch_size', type=int, default=4096)
+    parser.add_argument('--lr', type=float, default=3e-4)
+    parser.add_argument('--device', type=str, default='auto')
+    parser.add_argument('--save_dir', type=str, default='ml/checkpoints_v2')
+    parser.add_argument('--train_end', type=str, default='2024-06-30')
+    parser.add_argument('--val_end', type=str, default='2024-09-30')
+    parser.add_argument('--seq_len', type=int, default=10, help='序列长度（分钟）')
+
+    args = parser.parse_args()
+
+    config = TRAIN_CONFIG.copy()
+    config['batch_size'] = args.batch_size
+    config['epochs'] = args.epochs
+    config['learning_rate'] = args.lr
+    config['train_end_date'] = args.train_end
+    config['val_end_date'] = args.val_end
+    config['seq_len'] = args.seq_len
+
+    if args.device == 'auto':
+        device = torch.device('cuda' if torch.cuda.is_available() else 'cpu')
+    else:
+        device = torch.device(args.device)
+
+    print("=" * 60)
+    print("概念异动检测模型训练 V2（Z-Score 特征）")
+    print("=" * 60)
+    print(f"数据目录: {args.data_dir}")
+    print(f"设备: {device}")
+    print(f"序列长度: {config['seq_len']} 分钟")
+    print(f"批次大小: {config['batch_size']}")
+    print(f"特征: {config['features']}")
+    print("=" * 60)
+
+    # 1. 加载数据
+    print("\n[1/6] 加载 V2 数据...")
+    date_data = load_data_by_date(args.data_dir, config['features'])
+
+    # 2. 划分数据集
+    print("\n[2/6] 划分数据集...")
+    train_data, val_data, test_data = split_data_by_date(
+        date_data, config['train_end_date'], config['val_end_date']
+    )
+
+    # 3. 构建序列
+    print("\n[3/6] 构建序列...")
+    print("训练集:")
+    train_sequences = build_sequences_by_concept(
+        train_data, config['features'], config['seq_len'], config['stride']
+    )
+    print("验证集:")
+    val_sequences = build_sequences_by_concept(
+        val_data, config['features'], config['seq_len'], config['stride']
+    )
+
+    if len(train_sequences) == 0:
+        print("错误: 训练集为空！")
+        return
+
+    # 4. 预处理
+    print("\n[4/6] 数据预处理...")
+    clip_value = config['clip_value']
+    print(f"  Z-Score 特征已标准化，截断: ±{clip_value}")
+
+    train_sequences = np.clip(train_sequences, -clip_value, clip_value)
+    if len(val_sequences) > 0:
+        val_sequences = np.clip(val_sequences, -clip_value, clip_value)
+
+    # 保存配置
+    save_dir = Path(args.save_dir)
+    save_dir.mkdir(parents=True, exist_ok=True)
+
+    with open(save_dir / 'config.json', 'w') as f:
+        json.dump(config, f, indent=2)
+
+    # 5. 创建数据加载器
+    print("\n[5/6] 创建数据加载器...")
+    train_dataset = SequenceDataset(train_sequences)
+    val_dataset = SequenceDataset(val_sequences) if len(val_sequences) > 0 else None
+
+    print(f"  训练序列: {len(train_dataset):,}")
+    print(f"  验证序列: {len(val_dataset) if val_dataset else 0:,}")
+
+    n_gpus = torch.cuda.device_count() if torch.cuda.is_available() else 1
+    num_workers = min(32, 8 * n_gpus) if sys.platform != 'win32' else 0
+
+    train_loader = DataLoader(
+        train_dataset,
+        batch_size=config['batch_size'],
+        shuffle=True,
+        num_workers=num_workers,
+        pin_memory=True,
+        prefetch_factor=4 if num_workers > 0 else None,
+        persistent_workers=True if num_workers > 0 else False,
+        drop_last=True
+    )
+
+    val_loader = DataLoader(
+        val_dataset,
+        batch_size=config['batch_size'] * 2,
+        shuffle=False,
+        num_workers=num_workers,
+        pin_memory=True,
+    ) if val_dataset else None
+
+    # 6. 训练
+    print("\n[6/6] 训练模型...")
+    model = TransformerAutoencoder(**config['model'])
+
+    if torch.cuda.device_count() > 1:
+        print(f"  使用 {torch.cuda.device_count()} 张 GPU 并行训练")
+        model = nn.DataParallel(model)
+
+    if val_loader is None:
+        print("警告: 验证集为空，使用训练集的 10% 作为验证")
+        split_idx = int(len(train_dataset) * 0.9)
+        train_subset = torch.utils.data.Subset(train_dataset, range(split_idx))
+        val_subset = torch.utils.data.Subset(train_dataset, range(split_idx, len(train_dataset)))
+        train_loader = DataLoader(train_subset, batch_size=config['batch_size'], shuffle=True, num_workers=num_workers, pin_memory=True)
+        val_loader = DataLoader(val_subset, batch_size=config['batch_size'], shuffle=False, num_workers=num_workers, pin_memory=True)
+
+    trainer = Trainer(
+        model=model,
+        train_loader=train_loader,
+        val_loader=val_loader,
+        config=config,
+        device=device,
+        save_dir=args.save_dir
+    )
+
+    trainer.train(config['epochs'])
+
+    # 计算阈值
+    print("\n[额外] 计算异动阈值...")
+    best_checkpoint = torch.load(save_dir / 'best_model.pt', map_location=device)
+
+    # 创建新的单 GPU 模型用于计算阈值（避免 DataParallel 问题）
+    threshold_model = TransformerAutoencoder(**config['model'])
+    threshold_model.load_state_dict(best_checkpoint['model_state_dict'])
+    threshold_model.to(device)
+    threshold_model.eval()
+
+    thresholds = compute_thresholds(threshold_model, val_loader, device, config['threshold_percentiles'])
+
+    with open(save_dir / 'thresholds.json', 'w') as f:
+        json.dump(thresholds, f, indent=2)
+
+    print("\n" + "=" * 60)
+    print("训练完成！")
+    print(f"模型保存位置: {args.save_dir}")
+    print("=" * 60)
+
+
+if __name__ == "__main__":
+    main()

ml/update_baseline.py

@@ -0,0 +1,132 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""
+每日盘后运行：更新滚动基线
+
+使用方法：
+    python ml/update_baseline.py
+
+建议加入 crontab，每天 15:30 后运行：
+    30 15 * * 1-5 cd /path/to/project && python ml/update_baseline.py
+"""
+
+import os
+import sys
+import pickle
+import pandas as pd
+import numpy as np
+from datetime import datetime, timedelta
+from pathlib import Path
+from tqdm import tqdm
+
+sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+
+from ml.prepare_data_v2 import (
+    get_all_concepts, get_trading_days, compute_raw_concept_features,
+    init_process_connections, CONFIG, RAW_CACHE_DIR, BASELINE_DIR
+)
+
+
+def update_rolling_baseline(baseline_days: int = 20):
+    """
+    更新滚动基线（用于实盘检测）
+
+    基线 = 最近 N 个交易日每个时间片的统计量
+    """
+    print("=" * 60)
+    print("更新滚动基线（用于实盘）")
+    print("=" * 60)
+
+    # 初始化连接
+    init_process_connections()
+
+    # 获取概念列表
+    concepts = get_all_concepts()
+    all_stocks = list(set(s for c in concepts for s in c['stocks']))
+
+    # 获取最近的交易日
+    today = datetime.now().strftime('%Y-%m-%d')
+    start_date = (datetime.now() - timedelta(days=60)).strftime('%Y-%m-%d')  # 多取一些
+
+    trading_days = get_trading_days(start_date, today)
+
+    if len(trading_days) < baseline_days:
+        print(f"错误：交易日不足 {baseline_days} 天")
+        return
+
+    # 只取最近 N 天
+    recent_days = trading_days[-baseline_days:]
+    print(f"使用 {len(recent_days)} 天数据: {recent_days[0]} ~ {recent_days[-1]}")
+
+    # 加载原始数据
+    all_data = []
+    for trade_date in tqdm(recent_days, desc="加载数据"):
+        cache_file = os.path.join(RAW_CACHE_DIR, f'raw_{trade_date}.parquet')
+
+        if os.path.exists(cache_file):
+            df = pd.read_parquet(cache_file)
+        else:
+            df = compute_raw_concept_features(trade_date, concepts, all_stocks)
+
+        if not df.empty:
+            all_data.append(df)
+
+    if not all_data:
+        print("错误：无数据")
+        return
+
+    combined = pd.concat(all_data, ignore_index=True)
+    print(f"总数据量: {len(combined):,} 条")
+
+    # 按概念计算基线
+    baselines = {}
+
+    for concept_id, group in tqdm(combined.groupby('concept_id'), desc="计算基线"):
+        baseline_dict = {}
+
+        for time_slot, slot_group in group.groupby('time_slot'):
+            if len(slot_group) < CONFIG['min_baseline_samples']:
+                continue
+
+            alpha_std = slot_group['alpha'].std()
+            amt_std = slot_group['total_amt'].std()
+            rank_std = slot_group['rank_pct'].std()
+
+            baseline_dict[time_slot] = {
+                'alpha_mean': float(slot_group['alpha'].mean()),
+                'alpha_std': float(max(alpha_std if pd.notna(alpha_std) else 1.0, 0.1)),
+                'amt_mean': float(slot_group['total_amt'].mean()),
+                'amt_std': float(max(amt_std if pd.notna(amt_std) else slot_group['total_amt'].mean() * 0.5, 1.0)),
+                'rank_mean': float(slot_group['rank_pct'].mean()),
+                'rank_std': float(max(rank_std if pd.notna(rank_std) else 0.2, 0.05)),
+                'sample_count': len(slot_group),
+            }
+
+        if baseline_dict:
+            baselines[concept_id] = baseline_dict
+
+    print(f"计算了 {len(baselines)} 个概念的基线")
+
+    # 保存
+    os.makedirs(BASELINE_DIR, exist_ok=True)
+    baseline_file = os.path.join(BASELINE_DIR, 'realtime_baseline.pkl')
+
+    with open(baseline_file, 'wb') as f:
+        pickle.dump({
+            'baselines': baselines,
+            'update_time': datetime.now().isoformat(),
+            'date_range': [recent_days[0], recent_days[-1]],
+            'baseline_days': baseline_days,
+        }, f)
+
+    print(f"基线已保存: {baseline_file}")
+    print("=" * 60)
+
+
+if __name__ == "__main__":
+    import argparse
+    parser = argparse.ArgumentParser()
+    parser.add_argument('--days', type=int, default=20, help='基线天数')
+    args = parser.parse_args()
+
+    update_rolling_baseline(args.days)

package.json

@@ -131,12 +131,14 @@
     "eslint-plugin-prettier": "3.4.0",
     "gulp": "4.0.2",
     "gulp-append-prepend": "1.0.9",
+    "husky": "^9.1.7",
     "imagemin": "^9.0.1",
     "imagemin-mozjpeg": "^10.0.0",
     "imagemin-pngquant": "^10.0.0",
     "kill-port": "^2.0.1",
     "less": "^4.4.2",
     "less-loader": "^12.3.0",
+    "lint-staged": "^16.2.7",
     "msw": "^2.11.5",
     "prettier": "2.2.1",
     "react-error-overlay": "6.0.9",

src/components/FavoriteButton/index.tsx

@@ -0,0 +1,84 @@
+/**
+ * FavoriteButton - 通用关注/收藏按钮组件（图标按钮）
+ */
+
+import React from 'react';
+import { IconButton, Tooltip, Spinner } from '@chakra-ui/react';
+import { Star } from 'lucide-react';
+
+export interface FavoriteButtonProps {
+  /** 是否已关注 */
+  isFavorite: boolean;
+  /** 加载状态 */
+  isLoading?: boolean;
+  /** 点击回调 */
+  onClick: () => void;
+  /** 按钮大小 */
+  size?: 'sm' | 'md' | 'lg';
+  /** 颜色主题 */
+  colorScheme?: 'gold' | 'default';
+  /** 是否显示 tooltip */
+  showTooltip?: boolean;
+}
+
+// 颜色配置
+const COLORS = {
+  gold: {
+    active: '#F4D03F',    // 已关注 - 亮金色
+    inactive: '#C9A961',  // 未关注 - 暗金色
+    hoverBg: 'whiteAlpha.100',
+  },
+  default: {
+    active: 'yellow.400',
+    inactive: 'gray.400',
+    hoverBg: 'gray.100',
+  },
+};
+
+const FavoriteButton: React.FC<FavoriteButtonProps> = ({
+  isFavorite,
+  isLoading = false,
+  onClick,
+  size = 'sm',
+  colorScheme = 'gold',
+  showTooltip = true,
+}) => {
+  const colors = COLORS[colorScheme];
+  const currentColor = isFavorite ? colors.active : colors.inactive;
+  const label = isFavorite ? '取消关注' : '加入自选';
+
+  const iconButton = (
+    <IconButton
+      aria-label={label}
+      icon={
+        isLoading ? (
+          <Spinner size="sm" color={currentColor} />
+        ) : (
+          <Star
+            size={size === 'sm' ? 18 : size === 'md' ? 20 : 24}
+            fill={isFavorite ? currentColor : 'none'}
+            stroke={currentColor}
+          />
+        )
+      }
+      variant="ghost"
+      color={currentColor}
+      size={size}
+      onClick={onClick}
+      isDisabled={isLoading}
+      _hover={{ bg: colors.hoverBg }}
+    />
+  );
+
+  if (showTooltip) {
+    return (
+      <Tooltip label={label} placement="top">
+        {iconButton}
+      </Tooltip>
+    );
+  }
+
+  return iconButton;
+};
+
+export default FavoriteButton;

src/components/InvestmentCalendar/index.js

@@ -546,7 +546,9 @@ const InvestmentCalendar = () => {
                     {concepts && concepts.length > 0 ? (
                         concepts.slice(0, 3).map((concept, index) => (
                             <Tag key={index} icon={<TagsOutlined />}>
-                                {Array.isArray(concept) ? concept[0] : concept}
+                                {typeof concept === 'string'
+                                    ? concept
+                                    : (concept?.concept || concept?.name || '未知')}
                             </Tag>
                         ))
                     ) : (
@@ -940,7 +942,7 @@ const InvestmentCalendar = () => {
                     <Table
                         dataSource={selectedStocks}
                         columns={stockColumns}
-                        rowKey={(record) => record[0]}
+                        rowKey={(record) => record.code}
                         size="middle"
                         pagination={false}
                     />

src/components/StockChart/StockChartAntdModal.js

@@ -313,12 +313,29 @@ const StockChartAntdModal = ({
                     axisPointer: { type: 'cross' },
                     formatter: function(params) {
                         const d = params[0]?.dataIndex ?? 0;
-                        const priceChangePercent = ((prices[d] - prevClose) / prevClose * 100);
-                        const avgChangePercent = ((avgPrices[d] - prevClose) / prevClose * 100);
+                        const price = prices[d];
+                        const avgPrice = avgPrices[d];
+                        const volume = volumes[d];
+
+                        // 安全计算涨跌幅，处理 undefined/null/0 的情况
+                        const safeCalcPercent = (val, base) => {
+                            if (val == null || base == null || base === 0) return 0;
+                            return ((val - base) / base * 100);
+                        };
+
+                        const priceChangePercent = safeCalcPercent(price, prevClose);
+                        const avgChangePercent = safeCalcPercent(avgPrice, prevClose);
                         const priceColor = priceChangePercent >= 0 ? '#ef5350' : '#26a69a';
                         const avgColor = avgChangePercent >= 0 ? '#ef5350' : '#26a69a';
 
-                        return `时间：${times[d]}<br/>现价：<span style="color: ${priceColor}">¥${prices[d]?.toFixed(2)} (${priceChangePercent >= 0 ? '+' : ''}${priceChangePercent.toFixed(2)}%)</span><br/>均价：<span style="color: ${avgColor}">¥${avgPrices[d]?.toFixed(2)} (${avgChangePercent >= 0 ? '+' : ''}${avgChangePercent.toFixed(2)}%)</span><br/>昨收：¥${prevClose?.toFixed(2)}<br/>成交量：${Math.round(volumes[d]/100)}手`;
+                        // 安全格式化数字
+                        const safeFixed = (val, digits = 2) => (val != null && !isNaN(val)) ? val.toFixed(digits) : '-';
+                        const formatPercent = (val) => {
+                            if (val == null || isNaN(val)) return '-';
+                            return (val >= 0 ? '+' : '') + val.toFixed(2) + '%';
+                        };
+
+                        return `时间：${times[d] || '-'}<br/>现价：<span style="color: ${priceColor}">¥${safeFixed(price)} (${formatPercent(priceChangePercent)})</span><br/>均价：<span style="color: ${avgColor}">¥${safeFixed(avgPrice)} (${formatPercent(avgChangePercent)})</span><br/>昨收：¥${safeFixed(prevClose)}<br/>成交量：${volume != null ? Math.round(volume/100) + '手' : '-'}`;
                     }
                 },
                 grid: [
@@ -337,6 +354,7 @@ const StockChartAntdModal = ({
                         position: 'left',
                         axisLabel: {
                             formatter: function(value) {
+                                if (value == null || isNaN(value)) return '-';
                                 return (value >= 0 ? '+' : '') + value.toFixed(2) + '%';
                             }
                         },
@@ -354,11 +372,12 @@ const StockChartAntdModal = ({
                         position: 'right',
                         axisLabel: {
                             formatter: function(value) {
+                                if (value == null || isNaN(value)) return '-';
                                 return (value >= 0 ? '+' : '') + value.toFixed(2) + '%';
                             }
                         }
                     },
-                    { type: 'value', gridIndex: 1, scale: true, axisLabel: { formatter: v => Math.round(v/100) + '手' } }
+                    { type: 'value', gridIndex: 1, scale: true, axisLabel: { formatter: v => (v != null && !isNaN(v)) ? Math.round(v/100) + '手' : '-' } }
                 ],
                 dataZoom: [
                     { type: 'inside', xAxisIndex: [0, 1], start: 0, end: 100 },

src/components/StockChart/TimelineChartModal.tsx

@@ -217,27 +217,34 @@ const TimelineChartModal: React.FC<TimelineChartModalProps> = ({
           if (dataIndex === undefined) return '';
 
           const item = data[dataIndex];
-          const changeColor = item.change_percent >= 0 ? '#ef5350' : '#26a69a';
-          const changeSign = item.change_percent >= 0 ? '+' : '';
+          if (!item) return '';
+
+          // 安全格式化数字
+          const safeFixed = (val: any, digits = 2) =>
+            val != null && !isNaN(val) ? Number(val).toFixed(digits) : '-';
+
+          const changePercent = item.change_percent ?? 0;
+          const changeColor = changePercent >= 0 ? '#ef5350' : '#26a69a';
+          const changeSign = changePercent >= 0 ? '+' : '';
 
           return `
             <div style="padding: 8px;">
-              <div style="font-weight: bold; margin-bottom: 8px;">${item.time}</div>
+              <div style="font-weight: bold; margin-bottom: 8px;">${item.time || '-'}</div>
               <div style="display: flex; justify-content: space-between; margin-bottom: 4px;">
                 <span>价格:</span>
-                <span style="color: ${changeColor}; font-weight: bold; margin-left: 20px;">${item.price.toFixed(2)}</span>
+                <span style="color: ${changeColor}; font-weight: bold; margin-left: 20px;">${safeFixed(item.price)}</span>
               </div>
               <div style="display: flex; justify-content: space-between; margin-bottom: 4px;">
                 <span>均价:</span>
-                <span style="color: #ffa726; margin-left: 20px;">${item.avg_price.toFixed(2)}</span>
+                <span style="color: #ffa726; margin-left: 20px;">${safeFixed(item.avg_price)}</span>
               </div>
               <div style="display: flex; justify-content: space-between; margin-bottom: 4px;">
                 <span>涨跌幅:</span>
-                <span style="color: ${changeColor}; margin-left: 20px;">${changeSign}${item.change_percent.toFixed(2)}%</span>
+                <span style="color: ${changeColor}; margin-left: 20px;">${changeSign}${safeFixed(changePercent)}%</span>
               </div>
               <div style="display: flex; justify-content: space-between;">
                 <span>成交量:</span>
-                <span style="margin-left: 20px;">${(item.volume / 100).toFixed(0)}手</span>
+                <span style="margin-left: 20px;">${item.volume != null ? (item.volume / 100).toFixed(0) : '-'}手</span>
               </div>
             </div>
           `;
@@ -314,7 +321,7 @@ const TimelineChartModal: React.FC<TimelineChartModalProps> = ({
           axisLabel: {
             color: '#999',
             fontSize: isMobile ? 10 : 12,
-            formatter: (value: number) => value.toFixed(2),
+            formatter: (value: number) => (value != null && !isNaN(value)) ? value.toFixed(2) : '-',
           },
         },
         {
@@ -333,6 +340,7 @@ const TimelineChartModal: React.FC<TimelineChartModalProps> = ({
             color: '#999',
             fontSize: isMobile ? 10 : 12,
             formatter: (value: number) => {
+              if (value == null || isNaN(value)) return '-';
               if (value >= 10000) {
                 return (value / 10000).toFixed(1) + '万';
               }

src/components/SubTabContainer/index.tsx

@@ -0,0 +1,232 @@
+/**
+ * SubTabContainer - 二级导航容器组件
+ *
+ * 用于模块内的子功能切换（如公司档案下的股权结构、管理团队等）
+ * 与 TabContainer（一级导航）区分：无 Card 包裹，直接融入父容器
+ *
+ * @example
+ * ```tsx
+ * <SubTabContainer
+ *   tabs={[
+ *     { key: 'tab1', name: 'Tab 1', icon: FaHome, component: Tab1 },
+ *     { key: 'tab2', name: 'Tab 2', icon: FaUser, component: Tab2 },
+ *   ]}
+ *   componentProps={{ stockCode: '000001' }}
+ *   onTabChange={(index, key) => console.log('切换到', key)}
+ * />
+ * ```
+ */
+
+import React, { useState, useCallback, memo } from 'react';
+import {
+  Box,
+  Tabs,
+  TabList,
+  TabPanels,
+  Tab,
+  TabPanel,
+  Icon,
+  HStack,
+  Text,
+  Spacer,
+} from '@chakra-ui/react';
+import type { ComponentType } from 'react';
+import type { IconType } from 'react-icons';
+
+/**
+ * Tab 配置项
+ */
+export interface SubTabConfig {
+  key: string;
+  name: string;
+  icon?: IconType | ComponentType;
+  component?: ComponentType<any>;
+}
+
+/**
+ * 主题配置
+ */
+export interface SubTabTheme {
+  bg: string;
+  borderColor: string;
+  tabSelectedBg: string;
+  tabSelectedColor: string;
+  tabUnselectedColor: string;
+  tabHoverBg: string;
+}
+
+/**
+ * 预设主题
+ */
+const THEME_PRESETS: Record<string, SubTabTheme> = {
+  blackGold: {
+    bg: 'gray.900',
+    borderColor: 'rgba(212, 175, 55, 0.3)',
+    tabSelectedBg: '#D4AF37',
+    tabSelectedColor: 'gray.900',
+    tabUnselectedColor: '#D4AF37',
+    tabHoverBg: 'gray.600',
+  },
+  default: {
+    bg: 'white',
+    borderColor: 'gray.200',
+    tabSelectedBg: 'blue.500',
+    tabSelectedColor: 'white',
+    tabUnselectedColor: 'gray.600',
+    tabHoverBg: 'gray.100',
+  },
+};
+
+export interface SubTabContainerProps {
+  /** Tab 配置数组 */
+  tabs: SubTabConfig[];
+  /** 传递给 Tab 内容组件的 props */
+  componentProps?: Record<string, any>;
+  /** 默认选中的 Tab 索引 */
+  defaultIndex?: number;
+  /** 受控模式下的当前索引 */
+  index?: number;
+  /** Tab 变更回调 */
+  onTabChange?: (index: number, tabKey: string) => void;
+  /** 主题预设 */
+  themePreset?: 'blackGold' | 'default';
+  /** 自定义主题（优先级高于预设） */
+  theme?: Partial<SubTabTheme>;
+  /** 内容区内边距 */
+  contentPadding?: number;
+  /** 是否懒加载 */
+  isLazy?: boolean;
+  /** TabList 右侧自定义内容 */
+  rightElement?: React.ReactNode;
+}
+
+const SubTabContainer: React.FC<SubTabContainerProps> = memo(({
+  tabs,
+  componentProps = {},
+  defaultIndex = 0,
+  index: controlledIndex,
+  onTabChange,
+  themePreset = 'blackGold',
+  theme: customTheme,
+  contentPadding = 4,
+  isLazy = true,
+  rightElement,
+}) => {
+  // 内部状态（非受控模式）
+  const [internalIndex, setInternalIndex] = useState(defaultIndex);
+
+  // 当前索引
+  const currentIndex = controlledIndex ?? internalIndex;
+
+  // 记录已访问的 Tab 索引（用于真正的懒加载）
+  const [visitedTabs, setVisitedTabs] = useState<Set<number>>(
+    () => new Set([controlledIndex ?? defaultIndex])
+  );
+
+  // 合并主题
+  const theme: SubTabTheme = {
+    ...THEME_PRESETS[themePreset],
+    ...customTheme,
+  };
+
+  /**
+   * 处理 Tab 切换
+   */
+  const handleTabChange = useCallback(
+    (newIndex: number) => {
+      const tabKey = tabs[newIndex]?.key || '';
+      onTabChange?.(newIndex, tabKey);
+
+      // 记录已访问的 Tab（用于懒加载）
+      setVisitedTabs(prev => {
+        if (prev.has(newIndex)) return prev;
+        return new Set(prev).add(newIndex);
+      });
+
+      if (controlledIndex === undefined) {
+        setInternalIndex(newIndex);
+      }
+    },
+    [tabs, onTabChange, controlledIndex]
+  );
+
+  return (
+    <Box>
+      <Tabs
+        isLazy={isLazy}
+        variant="unstyled"
+        index={currentIndex}
+        onChange={handleTabChange}
+      >
+        <TabList
+          bg={theme.bg}
+          borderBottom="1px solid"
+          borderColor={theme.borderColor}
+          pl={0}
+          pr={2}
+          py={1.5}
+          flexWrap="nowrap"
+          gap={1}
+          alignItems="center"
+          overflowX="auto"
+          css={{
+            '&::-webkit-scrollbar': { display: 'none' },
+            scrollbarWidth: 'none',
+          }}
+        >
+          {tabs.map((tab) => (
+            <Tab
+              key={tab.key}
+              color={theme.tabUnselectedColor}
+              borderRadius="full"
+              px={2.5}
+              py={1.5}
+              fontSize="xs"
+              whiteSpace="nowrap"
+              flexShrink={0}
+              _selected={{
+                bg: theme.tabSelectedBg,
+                color: theme.tabSelectedColor,
+                fontWeight: 'bold',
+              }}
+              _hover={{
+                bg: theme.tabHoverBg,
+              }}
+            >
+              <HStack spacing={1}>
+                {tab.icon && <Icon as={tab.icon} boxSize={3} />}
+                <Text>{tab.name}</Text>
+              </HStack>
+            </Tab>
+          ))}
+          {rightElement && (
+            <>
+              <Spacer />
+              <Box flexShrink={0}>{rightElement}</Box>
+            </>
+          )}
+        </TabList>
+
+        <TabPanels p={contentPadding}>
+          {tabs.map((tab, idx) => {
+            const Component = tab.component;
+            // 懒加载：只渲染已访问过的 Tab
+            const shouldRender = !isLazy || visitedTabs.has(idx);
+
+            return (
+              <TabPanel key={tab.key} p={0}>
+                {shouldRender && Component ? (
+                  <Component {...componentProps} />
+                ) : null}
+              </TabPanel>
+            );
+          })}
+        </TabPanels>
+      </Tabs>
+    </Box>
+  );
+});
+
+SubTabContainer.displayName = 'SubTabContainer';
+
+export default SubTabContainer;

src/components/TabContainer/TabNavigation.tsx

@@ -0,0 +1,56 @@
+/**
+ * TabNavigation 通用导航组件
+ *
+ * 渲染 Tab 按钮列表，支持图标 + 文字
+ */
+
+import React from 'react';
+import { TabList, Tab, HStack, Icon, Text } from '@chakra-ui/react';
+import type { TabNavigationProps } from './types';
+
+const TabNavigation: React.FC<TabNavigationProps> = ({
+  tabs,
+  themeColors,
+  borderRadius = 'lg',
+}) => {
+  return (
+    <TabList
+      bg={themeColors.bg}
+      borderBottom="1px solid"
+      borderColor={themeColors.dividerColor}
+      borderTopLeftRadius={borderRadius}
+      borderTopRightRadius={borderRadius}
+      pl={0}
+      pr={4}
+      py={2}
+      flexWrap="wrap"
+      gap={2}
+    >
+      {tabs.map((tab) => (
+        <Tab
+          key={tab.key}
+          color={themeColors.unselectedText}
+          borderRadius="full"
+          px={4}
+          py={2}
+          fontSize="sm"
+          _selected={{
+            bg: themeColors.selectedBg,
+            color: themeColors.selectedText,
+            fontWeight: 'bold',
+          }}
+          _hover={{
+            bg: 'whiteAlpha.100',
+          }}
+        >
+          <HStack spacing={2}>
+            {tab.icon && <Icon as={tab.icon} boxSize={4} />}
+            <Text>{tab.name}</Text>
+          </HStack>
+        </Tab>
+      ))}
+    </TabList>
+  );
+};
+
+export default TabNavigation;

src/components/TabContainer/constants.ts

@@ -0,0 +1,55 @@
+/**
+ * TabContainer 常量和主题预设
+ */
+
+import type { ThemeColors, ThemePreset } from './types';
+
+/**
+ * 主题预设配置
+ */
+export const THEME_PRESETS: Record<ThemePreset, Required<ThemeColors>> = {
+  // 黑金主题（原 Company 模块风格）
+  blackGold: {
+    bg: '#1A202C',
+    selectedBg: '#C9A961',
+    selectedText: '#FFFFFF',
+    unselectedText: '#D4AF37',
+    dividerColor: 'gray.600',
+  },
+  // 默认主题（Chakra 风格）
+  default: {
+    bg: 'white',
+    selectedBg: 'blue.500',
+    selectedText: 'white',
+    unselectedText: 'gray.600',
+    dividerColor: 'gray.200',
+  },
+  // 深色主题
+  dark: {
+    bg: 'gray.800',
+    selectedBg: 'blue.400',
+    selectedText: 'white',
+    unselectedText: 'gray.300',
+    dividerColor: 'gray.600',
+  },
+  // 浅色主题
+  light: {
+    bg: 'gray.50',
+    selectedBg: 'blue.500',
+    selectedText: 'white',
+    unselectedText: 'gray.700',
+    dividerColor: 'gray.300',
+  },
+};
+
+/**
+ * 默认配置
+ */
+export const DEFAULT_CONFIG = {
+  themePreset: 'blackGold' as ThemePreset,
+  isLazy: true,
+  size: 'lg' as const,
+  borderRadius: 'lg',
+  shadow: 'lg',
+  panelPadding: 0,
+};

src/components/TabContainer/index.tsx

@@ -0,0 +1,134 @@
+/**
+ * TabContainer 通用 Tab 容器组件
+ *
+ * 功能：
+ * - 管理 Tab 切换状态（支持受控/非受控模式）
+ * - 动态渲染 Tab 导航和内容
+ * - 支持多种主题预设（黑金、默认、深色、浅色）
+ * - 支持自定义主题颜色
+ * - 支持懒加载
+ *
+ * @example
+ * // 基础用法（传入 components）
+ * <TabContainer
+ *   tabs={[
+ *     { key: 'tab1', name: 'Tab 1', icon: FaHome, component: Tab1Content },
+ *     { key: 'tab2', name: 'Tab 2', icon: FaUser, component: Tab2Content },
+ *   ]}
+ *   componentProps={{ userId: '123' }}
+ *   onTabChange={(index, key) => console.log('切换到', key)}
+ * />
+ *
+ * @example
+ * // 自定义渲染用法（使用 children）
+ * <TabContainer tabs={tabs} themePreset="dark">
+ *   <TabPanel>自定义内容 1</TabPanel>
+ *   <TabPanel>自定义内容 2</TabPanel>
+ * </TabContainer>
+ */
+
+import React, { useState, useCallback, useMemo } from 'react';
+import {
+  Card,
+  CardBody,
+  Tabs,
+  TabPanels,
+  TabPanel,
+} from '@chakra-ui/react';
+
+import TabNavigation from './TabNavigation';
+import { THEME_PRESETS, DEFAULT_CONFIG } from './constants';
+import type { TabContainerProps, ThemeColors } from './types';
+
+// 导出类型和常量
+export type { TabConfig, ThemeColors, ThemePreset, TabContainerProps } from './types';
+export { THEME_PRESETS } from './constants';
+
+const TabContainer: React.FC<TabContainerProps> = ({
+  tabs,
+  componentProps = {},
+  onTabChange,
+  defaultIndex = 0,
+  index: controlledIndex,
+  themePreset = DEFAULT_CONFIG.themePreset,
+  themeColors: customThemeColors,
+  isLazy = DEFAULT_CONFIG.isLazy,
+  size = DEFAULT_CONFIG.size,
+  borderRadius = DEFAULT_CONFIG.borderRadius,
+  shadow = DEFAULT_CONFIG.shadow,
+  panelPadding = DEFAULT_CONFIG.panelPadding,
+  children,
+}) => {
+  // 内部状态（非受控模式）
+  const [internalIndex, setInternalIndex] = useState(defaultIndex);
+
+  // 当前索引（支持受控/非受控）
+  const currentIndex = controlledIndex ?? internalIndex;
+
+  // 合并主题颜色（自定义颜色优先）
+  const themeColors: Required<ThemeColors> = useMemo(() => ({
+    ...THEME_PRESETS[themePreset],
+    ...customThemeColors,
+  }), [themePreset, customThemeColors]);
+
+  /**
+   * 处理 Tab 切换
+   */
+  const handleTabChange = useCallback((newIndex: number) => {
+    const tabKey = tabs[newIndex]?.key || '';
+
+    // 触发回调
+    onTabChange?.(newIndex, tabKey, currentIndex);
+
+    // 非受控模式下更新内部状态
+    if (controlledIndex === undefined) {
+      setInternalIndex(newIndex);
+    }
+  }, [tabs, onTabChange, currentIndex, controlledIndex]);
+
+  /**
+   * 渲染 Tab 内容
+   */
+  const renderTabPanels = () => {
+    // 如果传入了 children，直接渲染 children
+    if (children) {
+      return children;
+    }
+
+    // 否则根据 tabs 配置渲染
+    return tabs.map((tab) => {
+      const Component = tab.component;
+      return (
+        <TabPanel key={tab.key} px={panelPadding} py={panelPadding}>
+          {Component ? <Component {...componentProps} /> : null}
+        </TabPanel>
+      );
+    });
+  };
+
+  return (
+    <Card shadow={shadow} bg={themeColors.bg} borderRadius={borderRadius}>
+      <CardBody p={0}>
+        <Tabs
+          isLazy={isLazy}
+          variant="unstyled"
+          size={size}
+          index={currentIndex}
+          onChange={handleTabChange}
+        >
+          {/* Tab 导航 */}
+          <TabNavigation
+            tabs={tabs}
+            themeColors={themeColors}
+            borderRadius={borderRadius}
+          />
+
+          {/* Tab 内容面板 */}
+          <TabPanels>{renderTabPanels()}</TabPanels>
+        </Tabs>
+      </CardBody>
+    </Card>
+  );
+};
+
+export default TabContainer;

src/components/TabContainer/types.ts

@@ -0,0 +1,85 @@
+/**
+ * TabContainer 通用 Tab 容器组件类型定义
+ */
+
+import type { ComponentType, ReactNode } from 'react';
+import type { IconType } from 'react-icons';
+
+/**
+ * Tab 配置项
+ */
+export interface TabConfig {
+  /** Tab 唯一标识 */
+  key: string;
+  /** Tab 显示名称 */
+  name: string;
+  /** Tab 图标（可选） */
+  icon?: IconType | ComponentType;
+  /** Tab 内容组件（可选，如果不传则使用 children 渲染） */
+  component?: ComponentType<any>;
+}
+
+/**
+ * 主题颜色配置
+ */
+export interface ThemeColors {
+  /** 容器背景色 */
+  bg?: string;
+  /** 选中 Tab 背景色 */
+  selectedBg?: string;
+  /** 选中 Tab 文字颜色 */
+  selectedText?: string;
+  /** 未选中 Tab 文字颜色 */
+  unselectedText?: string;
+  /** 分割线颜色 */
+  dividerColor?: string;
+}
+
+/**
+ * 预设主题类型
+ */
+export type ThemePreset = 'blackGold' | 'default' | 'dark' | 'light';
+
+/**
+ * TabContainer 组件 Props
+ */
+export interface TabContainerProps {
+  /** Tab 配置数组 */
+  tabs: TabConfig[];
+  /** 传递给 Tab 内容组件的通用 props */
+  componentProps?: Record<string, any>;
+  /** Tab 变更回调 */
+  onTabChange?: (index: number, tabKey: string, prevIndex: number) => void;
+  /** 默认选中的 Tab 索引 */
+  defaultIndex?: number;
+  /** 受控模式下的当前索引 */
+  index?: number;
+  /** 主题预设 */
+  themePreset?: ThemePreset;
+  /** 自定义主题颜色（优先级高于预设） */
+  themeColors?: ThemeColors;
+  /** 是否启用懒加载 */
+  isLazy?: boolean;
+  /** Tab 尺寸 */
+  size?: 'sm' | 'md' | 'lg';
+  /** 容器圆角 */
+  borderRadius?: string;
+  /** 容器阴影 */
+  shadow?: string;
+  /** 自定义 Tab 面板内边距 */
+  panelPadding?: number | string;
+  /** 子元素（用于自定义渲染 Tab 内容） */
+  children?: ReactNode;
+}
+
+/**
+ * TabNavigation 组件 Props
+ */
+export interface TabNavigationProps {
+  /** Tab 配置数组 */
+  tabs: TabConfig[];
+  /** 主题颜色 */
+  themeColors: Required<ThemeColors>;
+  /** 容器圆角 */
+  borderRadius?: string;
+}

src/components/TabPanelContainer/index.tsx

@@ -0,0 +1,100 @@
+/**
+ * TabPanelContainer - Tab 面板通用容器组件
+ *
+ * 提供统一的：
+ * - Loading 状态处理
+ * - VStack 布局
+ * - 免责声明（可选）
+ *
+ * @example
+ * ```tsx
+ * <TabPanelContainer loading={loading} showDisclaimer>
+ *   <YourContent />
+ * </TabPanelContainer>
+ * ```
+ */
+
+import React, { memo } from 'react';
+import { VStack, Center, Spinner, Text, Box } from '@chakra-ui/react';
+
+// 默认免责声明文案
+const DEFAULT_DISCLAIMER =
+  '免责声明：本内容由AI模型基于新闻、公告、研报等公开信息自动分析和生成，未经许可严禁转载。所有内容仅供参考，不构成任何投资建议，请投资者注意风险，独立审慎决策。';
+
+export interface TabPanelContainerProps {
+  /** 是否处于加载状态 */
+  loading?: boolean;
+  /** 加载状态显示的文案 */
+  loadingMessage?: string;
+  /** 加载状态高度 */
+  loadingHeight?: string;
+  /** 子组件间距，默认 6 */
+  spacing?: number;
+  /** 内边距，默认 4 */
+  padding?: number;
+  /** 是否显示免责声明，默认 false */
+  showDisclaimer?: boolean;
+  /** 自定义免责声明文案 */
+  disclaimerText?: string;
+  /** 子组件 */
+  children: React.ReactNode;
+}
+
+/**
+ * 加载状态组件
+ */
+const LoadingState: React.FC<{ message: string; height: string }> = ({
+  message,
+  height,
+}) => (
+  <Center h={height}>
+    <VStack spacing={3}>
+      <Spinner size="lg" color="#D4AF37" thickness="3px" />
+      <Text fontSize="sm" color="gray.500">
+        {message}
+      </Text>
+    </VStack>
+  </Center>
+);
+
+/**
+ * 免责声明组件
+ */
+const DisclaimerText: React.FC<{ text: string }> = ({ text }) => (
+  <Text mt={4} color="gray.500" fontSize="12px" lineHeight="1.5">
+    {text}
+  </Text>
+);
+
+/**
+ * Tab 面板通用容器
+ */
+const TabPanelContainer: React.FC<TabPanelContainerProps> = memo(
+  ({
+    loading = false,
+    loadingMessage = '加载中...',
+    loadingHeight = '200px',
+    spacing = 6,
+    padding = 4,
+    showDisclaimer = false,
+    disclaimerText = DEFAULT_DISCLAIMER,
+    children,
+  }) => {
+    if (loading) {
+      return <LoadingState message={loadingMessage} height={loadingHeight} />;
+    }
+
+    return (
+      <Box p={padding}>
+        <VStack spacing={spacing} align="stretch">
+          {children}
+        </VStack>
+        {showDisclaimer && <DisclaimerText text={disclaimerText} />}
+      </Box>
+    );
+  }
+);
+
+TabPanelContainer.displayName = 'TabPanelContainer';
+
+export default TabPanelContainer;

src/contexts/NotificationContext.js

@@ -661,6 +661,12 @@ export const NotificationProvider = ({ children }) => {
 
     // ========== 连接到 Socket 服务（⚡ 异步初始化，不阻塞首屏） ==========
     useEffect(() => {
+        // ⚡ Mock 模式下跳过 Socket 连接（避免连接生产服务器失败的错误）
+        if (process.env.REACT_APP_ENABLE_MOCK === 'true') {
+            logger.debug('NotificationContext', 'Mock 模式，跳过 Socket 连接');
+            return;
+        }
+
         // ⚡ 防止 React Strict Mode 导致的重复初始化
         if (socketInitialized) {
             logger.debug('NotificationContext', 'Socket 已初始化，跳过重复执行（Strict Mode 保护）');

src/index.js

@@ -5,6 +5,17 @@ import { BrowserRouter as Router } from 'react-router-dom';
 
 // ⚡ 性能监控：在应用启动时尽早标记
 import { performanceMonitor } from './utils/performanceMonitor';
+
+// T0: HTML 加载完成时间点
+if (document.readyState === 'complete') {
+  performanceMonitor.mark('html-loaded');
+} else {
+  window.addEventListener('load', () => {
+    performanceMonitor.mark('html-loaded');
+  });
+}
+
+// T1: React 开始初始化
 performanceMonitor.mark('app-start');
 
 // ⚡ 已删除 brainwave.css（项目未安装 Tailwind CSS，该文件无效）

src/mocks/data/events.js

@@ -874,8 +874,20 @@ export function generateMockEvents(params = {}) {
             e.title.toLowerCase().includes(query) ||
             e.description.toLowerCase().includes(query) ||
             // keywords 是对象数组 { concept, score, ... }，需要访问 concept 属性
-            e.keywords.some(k => k.concept && k.concept.toLowerCase().includes(query))
+            e.keywords.some(k => k.concept && k.concept.toLowerCase().includes(query)) ||
+            // 搜索 related_stocks 中的股票名称和代码
+            (e.related_stocks && e.related_stocks.some(stock =>
+                (stock.stock_name && stock.stock_name.toLowerCase().includes(query)) ||
+                (stock.stock_code && stock.stock_code.toLowerCase().includes(query))
+            )) ||
+            // 搜索行业
+            (e.industry && e.industry.toLowerCase().includes(query))
         );
+
+        // 如果搜索结果为空，返回所有事件（宽松模式）
+        if (filteredEvents.length === 0) {
+            filteredEvents = allEvents;
+        }
     }
 
     // 行业筛选
@@ -1042,7 +1054,7 @@ function generateTransmissionChain(industry, index) {
 
         let nodeName;
         if (nodeType === 'company' && industryStock) {
-            nodeName = industryStock.name;
+            nodeName = industryStock.stock_name;
         } else if (nodeType === 'industry') {
             nodeName = `${industry}产业`;
         } else if (nodeType === 'policy') {
@@ -1133,7 +1145,7 @@ export function generateDynamicNewsEvents(timeRange = null, count = 30) {
                 const stock = industryStocks[j % industryStocks.length];
                 relatedStocks.push({
                     stock_code: stock.stock_code,
-                    stock_name: stock.name,
+                    stock_name: stock.stock_name,
                     relation_desc: relationDescriptions[j % relationDescriptions.length]
                 });
             }
@@ -1145,7 +1157,7 @@ export function generateDynamicNewsEvents(timeRange = null, count = 30) {
             if (!relatedStocks.some(s => s.stock_code === randomStock.stock_code)) {
                 relatedStocks.push({
                     stock_code: randomStock.stock_code,
-                    stock_name: randomStock.name,
+                    stock_name: randomStock.stock_name,
                     relation_desc: relationDescriptions[relatedStocks.length % relationDescriptions.length]
                 });
             }

src/mocks/data/financial.js

@@ -10,73 +10,323 @@ export const generateFinancialData = (stockCode) => {
 
         // 股票基本信息
         stockInfo: {
-            code: stockCode,
-            name: stockCode === '000001' ? '平安银行' : '示例公司',
+            stock_code: stockCode,
+            stock_name: stockCode === '000001' ? '平安银行' : '示例公司',
             industry: stockCode === '000001' ? '银行' : '制造业',
             list_date: '1991-04-03',
-            market: 'SZ'
+            market: 'SZ',
+            // 关键指标
+            key_metrics: {
+                eps: 2.72,
+                roe: 16.23,
+                gross_margin: 71.92,
+                net_margin: 32.56,
+                roa: 1.05
+            },
+            // 增长率
+            growth_rates: {
+                revenue_growth: 8.2,
+                profit_growth: 12.5,
+                asset_growth: 5.6,
+                equity_growth: 6.8
+            },
+            // 财务概要
+            financial_summary: {
+                revenue: 162350,
+                net_profit: 52860,
+                total_assets: 5024560,
+                total_liabilities: 4698880
+            },
+            // 最新业绩预告
+            latest_forecast: {
+                forecast_type: '预增',
+                content: '预计全年净利润同比增长10%-17%'
+            }
         },
 
-        // 资产负债表
+        // 资产负债表 - 嵌套结构
         balanceSheet: periods.map((period, i) => ({
             period,
-            total_assets: 5024560 - i * 50000, // 百万元
-            total_liabilities: 4698880 - i * 48000,
-            shareholders_equity: 325680 - i * 2000,
-            current_assets: 2512300 - i * 25000,
-            non_current_assets: 2512260 - i * 25000,
-            current_liabilities: 3456780 - i * 35000,
-            non_current_liabilities: 1242100 - i * 13000
+            assets: {
+                current_assets: {
+                    cash: 856780 - i * 10000,
+                    trading_financial_assets: 234560 - i * 5000,
+                    notes_receivable: 12340 - i * 200,
+                    accounts_receivable: 45670 - i * 1000,
+                    prepayments: 8900 - i * 100,
+                    other_receivables: 23450 - i * 500,
+                    inventory: 156780 - i * 3000,
+                    contract_assets: 34560 - i * 800,
+                    other_current_assets: 67890 - i * 1500,
+                    total: 2512300 - i * 25000
+                },
+                non_current_assets: {
+                    long_term_equity_investments: 234560 - i * 5000,
+                    investment_property: 45670 - i * 1000,
+                    fixed_assets: 678900 - i * 15000,
+                    construction_in_progress: 123450 - i * 3000,
+                    right_of_use_assets: 34560 - i * 800,
+                    intangible_assets: 89012 - i * 2000,
+                    goodwill: 45670 - i * 1000,
+                    deferred_tax_assets: 12340 - i * 300,
+                    other_non_current_assets: 67890 - i * 1500,
+                    total: 2512260 - i * 25000
+                },
+                total: 5024560 - i * 50000
+            },
+            liabilities: {
+                current_liabilities: {
+                    short_term_borrowings: 456780 - i * 10000,
+                    notes_payable: 23450 - i * 500,
+                    accounts_payable: 234560 - i * 5000,
+                    advance_receipts: 12340 - i * 300,
+                    contract_liabilities: 34560 - i * 800,
+                    employee_compensation_payable: 45670 - i * 1000,
+                    taxes_payable: 23450 - i * 500,
+                    other_payables: 78900 - i * 1500,
+                    non_current_liabilities_due_within_one_year: 89012 - i * 2000,
+                    total: 3456780 - i * 35000
+                },
+                non_current_liabilities: {
+                    long_term_borrowings: 678900 - i * 15000,
+                    bonds_payable: 234560 - i * 5000,
+                    lease_liabilities: 45670 - i * 1000,
+                    deferred_tax_liabilities: 12340 - i * 300,
+                    other_non_current_liabilities: 89012 - i * 2000,
+                    total: 1242100 - i * 13000
+                },
+                total: 4698880 - i * 48000
+            },
+            equity: {
+                share_capital: 19405,
+                capital_reserve: 89012 - i * 2000,
+                surplus_reserve: 45670 - i * 1000,
+                undistributed_profit: 156780 - i * 3000,
+                treasury_stock: 0,
+                other_comprehensive_income: 12340 - i * 300,
+                parent_company_equity: 315680 - i * 1800,
+                minority_interests: 10000 - i * 200,
+                total: 325680 - i * 2000
+            }
         })),
 
-        // 利润表
+        // 利润表 - 嵌套结构
         incomeStatement: periods.map((period, i) => ({
             period,
-            revenue: 162350 - i * 4000, // 百万元
-            operating_cost: 45620 - i * 1200,
-            gross_profit: 116730 - i * 2800,
-            operating_profit: 68450 - i * 1500,
-            net_profit: 52860 - i * 1200,
-            eps: 2.72 - i * 0.06
+            revenue: {
+                total_operating_revenue: 162350 - i * 4000,
+                operating_revenue: 158900 - i * 3900,
+                other_income: 3450 - i * 100
+            },
+            costs: {
+                total_operating_cost: 93900 - i * 2500,
+                operating_cost: 45620 - i * 1200,
+                taxes_and_surcharges: 4560 - i * 100,
+                selling_expenses: 12340 - i * 300,
+                admin_expenses: 15670 - i * 400,
+                rd_expenses: 8900 - i * 200,
+                financial_expenses: 6810 - i * 300,
+                interest_expense: 8900 - i * 200,
+                interest_income: 2090 - i * 50,
+                three_expenses_total: 34820 - i * 1000,
+                four_expenses_total: 43720 - i * 1200,
+                asset_impairment_loss: 1200 - i * 50,
+                credit_impairment_loss: 2340 - i * 100
+            },
+            other_gains: {
+                fair_value_change: 1230 - i * 50,
+                investment_income: 3450 - i * 100,
+                investment_income_from_associates: 890 - i * 20,
+                exchange_income: 560 - i * 10,
+                asset_disposal_income: 340 - i * 10
+            },
+            profit: {
+                operating_profit: 68450 - i * 1500,
+                total_profit: 69500 - i * 1500,
+                income_tax_expense: 16640 - i * 300,
+                net_profit: 52860 - i * 1200,
+                parent_net_profit: 51200 - i * 1150,
+                minority_profit: 1660 - i * 50,
+                continuing_operations_net_profit: 52860 - i * 1200,
+                discontinued_operations_net_profit: 0
+            },
+            non_operating: {
+                non_operating_income: 1050 - i * 20,
+                non_operating_expenses: 450 - i * 10
+            },
+            per_share: {
+                basic_eps: 2.72 - i * 0.06,
+                diluted_eps: 2.70 - i * 0.06
+            },
+            comprehensive_income: {
+                other_comprehensive_income: 890 - i * 20,
+                total_comprehensive_income: 53750 - i * 1220,
+                parent_comprehensive_income: 52050 - i * 1170,
+                minority_comprehensive_income: 1700 - i * 50
+            }
         })),
 
-        // 现金流量表
+        // 现金流量表 - 嵌套结构
         cashflow: periods.map((period, i) => ({
             period,
-            operating_cashflow: 125600 - i * 3000, // 百万元
-            investing_cashflow: -45300 - i * 1000,
-            financing_cashflow: -38200 + i * 500,
-            net_cashflow: 42100 - i * 1500,
-            cash_ending: 456780 - i * 10000
+            operating_activities: {
+                inflow: {
+                    cash_from_sales: 178500 - i * 4500
+                },
+                outflow: {
+                    cash_for_goods: 52900 - i * 1500
+                },
+                net_flow: 125600 - i * 3000
+            },
+            investment_activities: {
+                net_flow: -45300 - i * 1000
+            },
+            financing_activities: {
+                net_flow: -38200 + i * 500
+            },
+            cash_changes: {
+                net_increase: 42100 - i * 1500,
+                ending_balance: 456780 - i * 10000
+            },
+            key_metrics: {
+                free_cash_flow: 80300 - i * 2000
+            }
         })),
 
-        // 财务指标
+        // 财务指标 - 嵌套结构
         financialMetrics: periods.map((period, i) => ({
             period,
-            roe: 16.23 - i * 0.3, // %
-            roa: 1.05 - i * 0.02,
-            gross_margin: 71.92 - i * 0.5,
-            net_margin: 32.56 - i * 0.3,
-            current_ratio: 0.73 + i * 0.01,
-            quick_ratio: 0.71 + i * 0.01,
-            debt_ratio: 93.52 + i * 0.05,
-            asset_turnover: 0.41 - i * 0.01,
-            inventory_turnover: 0, // 银行无库存
-            receivable_turnover: 0 // 银行特殊
+            profitability: {
+                roe: 16.23 - i * 0.3,
+                roe_deducted: 15.89 - i * 0.3,
+                roe_weighted: 16.45 - i * 0.3,
+                roa: 1.05 - i * 0.02,
+                gross_margin: 71.92 - i * 0.5,
+                net_profit_margin: 32.56 - i * 0.3,
+                operating_profit_margin: 42.16 - i * 0.4,
+                cost_profit_ratio: 115.8 - i * 1.2,
+                ebit: 86140 - i * 1800
+            },
+            per_share_metrics: {
+                eps: 2.72 - i * 0.06,
+                basic_eps: 2.72 - i * 0.06,
+                diluted_eps: 2.70 - i * 0.06,
+                deducted_eps: 2.65 - i * 0.06,
+                bvps: 16.78 - i * 0.1,
+                operating_cash_flow_ps: 6.47 - i * 0.15,
+                capital_reserve_ps: 4.59 - i * 0.1,
+                undistributed_profit_ps: 8.08 - i * 0.15
+            },
+            growth: {
+                revenue_growth: 8.2 - i * 0.5,
+                net_profit_growth: 12.5 - i * 0.8,
+                deducted_profit_growth: 11.8 - i * 0.7,
+                parent_profit_growth: 12.3 - i * 0.75,
+                operating_cash_flow_growth: 15.6 - i * 1.0,
+                total_asset_growth: 5.6 - i * 0.3,
+                equity_growth: 6.8 - i * 0.4,
+                fixed_asset_growth: 4.2 - i * 0.2
+            },
+            operational_efficiency: {
+                total_asset_turnover: 0.41 - i * 0.01,
+                fixed_asset_turnover: 2.35 - i * 0.05,
+                current_asset_turnover: 0.82 - i * 0.02,
+                receivable_turnover: 12.5 - i * 0.3,
+                receivable_days: 29.2 + i * 0.7,
+                inventory_turnover: 0, // 银行无库存
+                inventory_days: 0,
+                working_capital_turnover: 1.68 - i * 0.04
+            },
+            solvency: {
+                current_ratio: 0.73 + i * 0.01,
+                quick_ratio: 0.71 + i * 0.01,
+                cash_ratio: 0.25 + i * 0.005,
+                conservative_quick_ratio: 0.68 + i * 0.01,
+                asset_liability_ratio: 93.52 + i * 0.05,
+                interest_coverage: 8.56 - i * 0.2,
+                cash_to_maturity_debt_ratio: 0.45 - i * 0.01,
+                tangible_asset_debt_ratio: 94.12 + i * 0.05
+            },
+            expense_ratios: {
+                selling_expense_ratio: 7.60 + i * 0.1,
+                admin_expense_ratio: 9.65 + i * 0.1,
+                financial_expense_ratio: 4.19 + i * 0.1,
+                rd_expense_ratio: 5.48 + i * 0.1,
+                three_expense_ratio: 21.44 + i * 0.3,
+                four_expense_ratio: 26.92 + i * 0.4,
+                cost_ratio: 28.10 + i * 0.2
+            }
         })),
 
-        // 主营业务
+        // 主营业务 - 按产品/业务分类
         mainBusiness: {
-            by_product: [
-                { name: '对公业务', revenue: 68540, ratio: 42.2, yoy_growth: 6.8 },
-                { name: '零售业务', revenue: 81320, ratio: 50.1, yoy_growth: 11.2 },
-                { name: '金融市场业务', revenue: 12490, ratio: 7.7, yoy_growth: 3.5 }
+            product_classification: [
+                {
+                    period: '2024-09-30',
+                    report_type: '2024年三季报',
+                    products: [
+                        { content: '零售金融业务', revenue: 81320000000, gross_margin: 68.5, profit_margin: 42.3, profit: 34398160000 },
+                        { content: '对公金融业务', revenue: 68540000000, gross_margin: 62.8, profit_margin: 38.6, profit: 26456440000 },
+                        { content: '金融市场业务', revenue: 12490000000, gross_margin: 75.2, profit_margin: 52.1, profit: 6507290000 },
+                        { content: '合计', revenue: 162350000000, gross_margin: 67.5, profit_margin: 41.2, profit: 66883200000 },
+                    ]
+                },
+                {
+                    period: '2024-06-30',
+                    report_type: '2024年中报',
+                    products: [
+                        { content: '零售金融业务', revenue: 78650000000, gross_margin: 67.8, profit_margin: 41.5, profit: 32639750000 },
+                        { content: '对公金融业务', revenue: 66280000000, gross_margin: 61.9, profit_margin: 37.8, profit: 25053840000 },
+                        { content: '金融市场业务', revenue: 11870000000, gross_margin: 74.5, profit_margin: 51.2, profit: 6077440000 },
+                        { content: '合计', revenue: 156800000000, gross_margin: 66.8, profit_margin: 40.5, profit: 63504000000 },
+                    ]
+                },
+                {
+                    period: '2024-03-31',
+                    report_type: '2024年一季报',
+                    products: [
+                        { content: '零售金融业务', revenue: 38920000000, gross_margin: 67.2, profit_margin: 40.8, profit: 15879360000 },
+                        { content: '对公金融业务', revenue: 32650000000, gross_margin: 61.2, profit_margin: 37.1, profit: 12113150000 },
+                        { content: '金融市场业务', revenue: 5830000000, gross_margin: 73.8, profit_margin: 50.5, profit: 2944150000 },
+                        { content: '合计', revenue: 77400000000, gross_margin: 66.1, profit_margin: 39.8, profit: 30805200000 },
+                    ]
+                },
+                {
+                    period: '2023-12-31',
+                    report_type: '2023年年报',
+                    products: [
+                        { content: '零售金融业务', revenue: 152680000000, gross_margin: 66.5, profit_margin: 40.2, profit: 61377360000 },
+                        { content: '对公金融业务', revenue: 128450000000, gross_margin: 60.5, profit_margin: 36.5, profit: 46884250000 },
+                        { content: '金融市场业务', revenue: 22870000000, gross_margin: 73.2, profit_margin: 49.8, profit: 11389260000 },
+                        { content: '合计', revenue: 304000000000, gross_margin: 65.2, profit_margin: 39.2, profit: 119168000000 },
+                    ]
+                },
             ],
-            by_region: [
-                { name: '华南地区', revenue: 56800, ratio: 35.0, yoy_growth: 9.2 },
-                { name: '华东地区', revenue: 48705, ratio: 30.0, yoy_growth: 8.5 },
-                { name: '华北地区', revenue: 32470, ratio: 20.0, yoy_growth: 7.8 },
-                { name: '其他地区', revenue: 24375, ratio: 15.0, yoy_growth: 6.5 }
+            industry_classification: [
+                {
+                    period: '2024-09-30',
+                    report_type: '2024年三季报',
+                    industries: [
+                        { content: '华南地区', revenue: 56817500000, gross_margin: 69.2, profit_margin: 43.5, profit: 24715612500 },
+                        { content: '华东地区', revenue: 48705000000, gross_margin: 67.8, profit_margin: 41.2, profit: 20066460000 },
+                        { content: '华北地区', revenue: 32470000000, gross_margin: 65.5, profit_margin: 38.8, profit: 12598360000 },
+                        { content: '西南地区', revenue: 16235000000, gross_margin: 64.2, profit_margin: 37.5, profit: 6088125000 },
+                        { content: '其他地区', revenue: 8122500000, gross_margin: 62.8, profit_margin: 35.2, profit: 2859120000 },
+                        { content: '合计', revenue: 162350000000, gross_margin: 67.5, profit_margin: 41.2, profit: 66883200000 },
+                    ]
+                },
+                {
+                    period: '2024-06-30',
+                    report_type: '2024年中报',
+                    industries: [
+                        { content: '华南地区', revenue: 54880000000, gross_margin: 68.5, profit_margin: 42.8, profit: 23488640000 },
+                        { content: '华东地区', revenue: 47040000000, gross_margin: 67.1, profit_margin: 40.5, profit: 19051200000 },
+                        { content: '华北地区', revenue: 31360000000, gross_margin: 64.8, profit_margin: 38.1, profit: 11948160000 },
+                        { content: '西南地区', revenue: 15680000000, gross_margin: 63.5, profit_margin: 36.8, profit: 5770240000 },
+                        { content: '其他地区', revenue: 7840000000, gross_margin: 62.1, profit_margin: 34.5, profit: 2704800000 },
+                        { content: '合计', revenue: 156800000000, gross_margin: 66.8, profit_margin: 40.5, profit: 63504000000 },
+                    ]
+                },
             ]
         },
 
@@ -92,48 +342,74 @@ export const generateFinancialData = (stockCode) => {
             publish_date: '2024-10-15'
         },
 
-        // 行业排名
-        industryRank: {
-            industry: '银行',
-            total_companies: 42,
-            rankings: [
-                { metric: '总资产', rank: 8, value: 5024560, percentile: 19 },
-                { metric: '营业收入', rank: 9, value: 162350, percentile: 21 },
-                { metric: '净利润', rank: 8, value: 52860, percentile: 19 },
-                { metric: 'ROE', rank: 12, value: 16.23, percentile: 29 },
-                { metric: '不良贷款率', rank: 18, value: 1.02, percentile: 43 }
-            ]
-        },
+        // 行业排名（数组格式，符合 IndustryRankingView 组件要求）
+        industryRank: [
+            {
+                period: '2024-09-30',
+                report_type: '三季报',
+                rankings: [
+                    {
+                        industry_name: stockCode === '000001' ? '银行' : '制造业',
+                        level_description: '一级行业',
+                        metrics: {
+                            eps: { value: 2.72, rank: 8, industry_avg: 1.85 },
+                            bvps: { value: 15.23, rank: 12, industry_avg: 12.50 },
+                            roe: { value: 16.23, rank: 10, industry_avg: 12.00 },
+                            revenue_growth: { value: 8.2, rank: 15, industry_avg: 5.50 },
+                            profit_growth: { value: 12.5, rank: 9, industry_avg: 8.00 },
+                            operating_margin: { value: 32.56, rank: 6, industry_avg: 25.00 },
+                            debt_ratio: { value: 92.5, rank: 35, industry_avg: 88.00 },
+                            receivable_turnover: { value: 5.2, rank: 18, industry_avg: 4.80 }
+                        }
+                    }
+                ]
+            }
+        ],
 
-        // 期间对比
-        periodComparison: {
-            periods: ['Q3-2024', 'Q2-2024', 'Q1-2024', 'Q4-2023'],
-            metrics: [
-                {
-                    name: '营业收入',
-                    unit: '百万元',
-                    values: [41500, 40800, 40200, 40850],
-                    yoy: [8.2, 7.8, 8.5, 9.2]
-                },
-                {
-                    name: '净利润',
-                    unit: '百万元',
-                    values: [13420, 13180, 13050, 13210],
-                    yoy: [12.5, 11.2, 10.8, 12.3]
-                },
-                {
-                    name: 'ROE',
-                    unit: '%',
-                    values: [16.23, 15.98, 15.75, 16.02],
-                    yoy: [1.2, 0.8, 0.5, 1.0]
-                },
-                {
-                    name: 'EPS',
-                    unit: '元',
-                    values: [0.69, 0.68, 0.67, 0.68],
-                    yoy: [12.3, 11.5, 10.5, 12.0]
+        // 期间对比 - 营收与利润趋势数据
+        periodComparison: [
+            {
+                period: '2024-09-30',
+                performance: {
+                    revenue: 41500000000,   // 415亿
+                    net_profit: 13420000000  // 134.2亿
                 }
-            ]
-        }
+            },
+            {
+                period: '2024-06-30',
+                performance: {
+                    revenue: 40800000000,   // 408亿
+                    net_profit: 13180000000  // 131.8亿
+                }
+            },
+            {
+                period: '2024-03-31',
+                performance: {
+                    revenue: 40200000000,   // 402亿
+                    net_profit: 13050000000  // 130.5亿
+                }
+            },
+            {
+                period: '2023-12-31',
+                performance: {
+                    revenue: 40850000000,   // 408.5亿
+                    net_profit: 13210000000  // 132.1亿
+                }
+            },
+            {
+                period: '2023-09-30',
+                performance: {
+                    revenue: 38500000000,   // 385亿
+                    net_profit: 11920000000  // 119.2亿
+                }
+            },
+            {
+                period: '2023-06-30',
+                performance: {
+                    revenue: 37800000000,   // 378亿
+                    net_profit: 11850000000  // 118.5亿
+                }
+            }
+        ]
     };
 };

src/mocks/data/market.js

@@ -24,8 +24,9 @@ export const generateMarketData = (stockCode) => {
                     low: parseFloat(low.toFixed(2)),
                     volume: Math.floor(Math.random() * 500000000) + 100000000, // 1-6亿股
                     amount: Math.floor(Math.random() * 7000000000) + 1300000000, // 13-80亿元
-                    turnover_rate: (Math.random() * 2 + 0.5).toFixed(2), // 0.5-2.5%
-                    change_pct: (Math.random() * 6 - 3).toFixed(2) // -3% to +3%
+                    turnover_rate: parseFloat((Math.random() * 2 + 0.5).toFixed(2)), // 0.5-2.5%
+                    change_percent: parseFloat((Math.random() * 6 - 3).toFixed(2)), // -3% to +3%
+                    pe_ratio: parseFloat((Math.random() * 3 + 4).toFixed(2)) // 4-7
                 };
             })
         },
@@ -78,36 +79,45 @@ export const generateMarketData = (stockCode) => {
             }))
         },
 
-        // 股权质押
+        // 股权质押 - 匹配 PledgeData[] 类型
         pledgeData: {
             success: true,
-            data: {
-                total_pledged: 25.6, // 质押比例%
-                major_shareholders: [
-                    { name: '中国平安保险集团', pledged_shares: 0, total_shares: 10168542300, pledge_ratio: 0 },
-                    { name: '深圳市投资控股', pledged_shares: 50000000, total_shares: 382456100, pledge_ratio: 13.08 }
-                ],
-                update_date: '2024-09-30'
-            }
+            data: Array(12).fill(null).map((_, i) => {
+                const date = new Date();
+                date.setMonth(date.getMonth() - (11 - i));
+                return {
+                    end_date: date.toISOString().split('T')[0].slice(0, 7) + '-01',
+                    unrestricted_pledge: Math.floor(Math.random() * 1000000000) + 500000000,
+                    restricted_pledge: Math.floor(Math.random() * 200000000) + 50000000,
+                    total_pledge: Math.floor(Math.random() * 1200000000) + 550000000,
+                    total_shares: 19405918198,
+                    pledge_ratio: parseFloat((Math.random() * 3 + 6).toFixed(2)), // 6-9%
+                    pledge_count: Math.floor(Math.random() * 50) + 100 // 100-150
+                };
+            })
         },
 
-        // 市场摘要
+        // 市场摘要 - 匹配 MarketSummary 类型
         summaryData: {
             success: true,
             data: {
-                current_price: basePrice,
-                change: 0.25,
-                change_pct: 1.89,
-                open: 13.35,
-                high: 13.68,
-                low: 13.28,
-                volume: 345678900,
-                amount: 4678900000,
-                turnover_rate: 1.78,
-                pe_ratio: 4.96,
-                pb_ratio: 0.72,
-                total_market_cap: 262300000000,
-                circulating_market_cap: 262300000000
+                stock_code: stockCode,
+                stock_name: stockCode === '000001' ? '平安银行' : '示例股票',
+                latest_trade: {
+                    close: basePrice,
+                    change_percent: 1.89,
+                    volume: 345678900,
+                    amount: 4678900000,
+                    turnover_rate: 1.78,
+                    pe_ratio: 4.96
+                },
+                latest_funding: {
+                    financing_balance: 5823000000,
+                    securities_balance: 125600000
+                },
+                latest_pledge: {
+                    pledge_ratio: 8.25
+                }
             }
         },
 
@@ -131,26 +141,57 @@ export const generateMarketData = (stockCode) => {
             })
         },
 
-        // 最新分时数据
+        // 最新分时数据 - 匹配 MinuteData 类型
         latestMinuteData: {
             success: true,
-            data: Array(240).fill(null).map((_, i) => {
-                const minute = 9 * 60 + 30 + i; // 从9:30开始
-                const hour = Math.floor(minute / 60);
-                const min = minute % 60;
-                const time = `${hour.toString().padStart(2, '0')}:${min.toString().padStart(2, '0')}`;
-                const randomChange = (Math.random() - 0.5) * 0.1;
-                return {
-                    time,
-                    price: (basePrice + randomChange).toFixed(2),
-                    volume: Math.floor(Math.random() * 2000000) + 500000,
-                    avg_price: (basePrice + randomChange * 0.8).toFixed(2)
-                };
-            }),
+            data: (() => {
+                const minuteData = [];
+                // 上午 9:30-11:30 (120分钟)
+                for (let i = 0; i < 120; i++) {
+                    const hour = 9 + Math.floor((30 + i) / 60);
+                    const min = (30 + i) % 60;
+                    const time = `${hour.toString().padStart(2, '0')}:${min.toString().padStart(2, '0')}`;
+                    const randomChange = (Math.random() - 0.5) * 0.1;
+                    const open = parseFloat((basePrice + randomChange).toFixed(2));
+                    const close = parseFloat((basePrice + randomChange + (Math.random() - 0.5) * 0.05).toFixed(2));
+                    const high = parseFloat(Math.max(open, close, open + Math.random() * 0.05).toFixed(2));
+                    const low = parseFloat(Math.min(open, close, close - Math.random() * 0.05).toFixed(2));
+                    minuteData.push({
+                        time,
+                        open,
+                        close,
+                        high,
+                        low,
+                        volume: Math.floor(Math.random() * 2000000) + 500000,
+                        amount: Math.floor(Math.random() * 30000000) + 5000000
+                    });
+                }
+                // 下午 13:00-15:00 (120分钟)
+                for (let i = 0; i < 120; i++) {
+                    const hour = 13 + Math.floor(i / 60);
+                    const min = i % 60;
+                    const time = `${hour.toString().padStart(2, '0')}:${min.toString().padStart(2, '0')}`;
+                    const randomChange = (Math.random() - 0.5) * 0.1;
+                    const open = parseFloat((basePrice + randomChange).toFixed(2));
+                    const close = parseFloat((basePrice + randomChange + (Math.random() - 0.5) * 0.05).toFixed(2));
+                    const high = parseFloat(Math.max(open, close, open + Math.random() * 0.05).toFixed(2));
+                    const low = parseFloat(Math.min(open, close, close - Math.random() * 0.05).toFixed(2));
+                    minuteData.push({
+                        time,
+                        open,
+                        close,
+                        high,
+                        low,
+                        volume: Math.floor(Math.random() * 1500000) + 400000,
+                        amount: Math.floor(Math.random() * 25000000) + 4000000
+                    });
+                }
+                return minuteData;
+            })(),
             code: stockCode,
             name: stockCode === '000001' ? '平安银行' : '示例股票',
             trade_date: new Date().toISOString().split('T')[0],
-            type: 'minute'
+            type: '1min'
         }
     };
 };

src/mocks/handlers/bytedesk.js

@@ -1,16 +1,28 @@
 // src/mocks/handlers/bytedesk.js
 /**
  * Bytedesk 客服 Widget MSW Handler
- * 使用 passthrough 让请求通过到真实服务器，消除 MSW 警告
+ * Mock 模式下返回模拟数据
  */
 
-import { http, passthrough } from 'msw';
+import { http, HttpResponse, passthrough } from 'msw';
 
 export const bytedeskHandlers = [
-    // Bytedesk API 请求 - 直接 passthrough
-    // 匹配 /bytedesk/* 路径（通过代理访问后端）
+    // 未读消息数量
+    http.get('/bytedesk/visitor/api/v1/message/unread/count', () => {
+        return HttpResponse.json({
+            code: 200,
+            message: 'success',
+            data: { count: 0 },
+        });
+    }),
+
+    // 其他 Bytedesk API - 返回通用成功响应
     http.all('/bytedesk/*', () => {
-        return passthrough();
+        return HttpResponse.json({
+            code: 200,
+            message: 'success',
+            data: null,
+        });
     }),
 
     // Bytedesk 外部 CDN/服务请求

src/mocks/handlers/company.js

@@ -43,12 +43,10 @@ export const companyHandlers = [
         const { stockCode } = params;
         const data = getCompanyData(stockCode);
 
+        // 直接返回 keyFactorsTimeline 对象（包含 key_factors 和 development_timeline）
         return HttpResponse.json({
             success: true,
-            data: {
-                timeline: data.keyFactorsTimeline,
-                total: data.keyFactorsTimeline.length
-            }
+            data: data.keyFactorsTimeline
         });
     }),
 
@@ -69,10 +67,19 @@ export const companyHandlers = [
         await delay(150);
         const { stockCode } = params;
         const data = getCompanyData(stockCode);
+        const raw = data.actualControl;
+
+        // 数据已经是数组格式，只做数值转换（holding_ratio 从 0-100 转为 0-1）
+        const formatted = Array.isArray(raw)
+            ? raw.map(item => ({
+                ...item,
+                holding_ratio: item.holding_ratio > 1 ? item.holding_ratio / 100 : item.holding_ratio,
+            }))
+            : [];
 
         return HttpResponse.json({
             success: true,
-            data: data.actualControl
+            data: formatted
         });
     }),
 
@@ -81,10 +88,19 @@ export const companyHandlers = [
         await delay(150);
         const { stockCode } = params;
         const data = getCompanyData(stockCode);
+        const raw = data.concentration;
+
+        // 数据已经是数组格式，只做数值转换（holding_ratio 从 0-100 转为 0-1）
+        const formatted = Array.isArray(raw)
+            ? raw.map(item => ({
+                ...item,
+                holding_ratio: item.holding_ratio > 1 ? item.holding_ratio / 100 : item.holding_ratio,
+            }))
+            : [];
 
         return HttpResponse.json({
             success: true,
-            data: data.concentration
+            data: formatted
         });
     }),
 

src/mocks/handlers/event.js

@@ -119,9 +119,12 @@ export const eventHandlers = [
         try {
             const result = generateMockEvents(params);
 
+            // 返回格式兼容 NewsPanel 期望的结构
+            // NewsPanel 期望: { success, data: [], pagination: {} }
             return HttpResponse.json({
                 success: true,
-                data: result,
+                data: result.events,           // 事件数组
+                pagination: result.pagination, // 分页信息
                 message: '获取成功'
             });
         } catch (error) {
@@ -135,16 +138,14 @@ export const eventHandlers = [
                 {
                     success: false,
                     error: '获取事件列表失败',
-                    data: {
-                        events: [],
-                        pagination: {
-                            page: 1,
-                            per_page: 10,
-                            total: 0,
-                            pages: 0,              // ← 对齐后端字段名
-                            has_prev: false,       // ← 对齐后端
-                            has_next: false        // ← 对齐后端
-                        }
+                    data: [],
+                    pagination: {
+                        page: 1,
+                        per_page: 10,
+                        total: 0,
+                        pages: 0,
+                        has_prev: false,
+                        has_next: false
                     }
                 },
                 { status: 500 }

src/mocks/handlers/stock.js

@@ -341,6 +341,68 @@ export const stockHandlers = [
         }
     }),
 
+    // 获取股票业绩预告
+    http.get('/api/stock/:stockCode/forecast', async ({ params }) => {
+        await delay(200);
+
+        const { stockCode } = params;
+        console.log('[Mock Stock] 获取业绩预告:', { stockCode });
+
+        // 生成股票列表用于查找名称
+        const stockList = generateStockList();
+        const stockInfo = stockList.find(s => s.code === stockCode.replace(/\.(SH|SZ)$/i, ''));
+        const stockName = stockInfo?.name || `股票${stockCode}`;
+
+        // 业绩预告类型列表
+        const forecastTypes = ['预增', '预减', '略增', '略减', '扭亏', '续亏', '首亏', '续盈'];
+
+        // 生成业绩预告数据
+        const forecasts = [
+            {
+                forecast_type: '预增',
+                report_date: '2024年年报',
+                content: `${stockName}预计2024年度归属于上市公司股东的净利润为58亿元至62亿元，同比增长10%至17%。`,
+                reason: '报告期内，公司主营业务收入稳步增长，产品结构持续优化，毛利率提升；同时公司加大研发投入，新产品市场表现良好。',
+                change_range: {
+                    lower: 10,
+                    upper: 17
+                },
+                publish_date: '2024-10-15'
+            },
+            {
+                forecast_type: '略增',
+                report_date: '2024年三季报',
+                content: `${stockName}预计2024年1-9月归属于上市公司股东的净利润为42亿元至45亿元，同比增长5%至12%。`,
+                reason: '公司积极拓展市场渠道，销售规模持续扩大，经营效益稳步提升。',
+                change_range: {
+                    lower: 5,
+                    upper: 12
+                },
+                publish_date: '2024-07-12'
+            },
+            {
+                forecast_type: forecastTypes[Math.floor(Math.random() * forecastTypes.length)],
+                report_date: '2024年中报',
+                content: `${stockName}预计2024年上半年归属于上市公司股东的净利润为28亿元至30亿元。`,
+                reason: '受益于行业景气度回升及公司降本增效措施效果显现，经营业绩同比有所改善。',
+                change_range: {
+                    lower: 3,
+                    upper: 8
+                },
+                publish_date: '2024-04-20'
+            }
+        ];
+
+        return HttpResponse.json({
+            success: true,
+            data: {
+                stock_code: stockCode,
+                stock_name: stockName,
+                forecasts: forecasts
+            }
+        });
+    }),
+
     // 获取股票报价（批量）
     http.post('/api/stock/quotes', async ({ request }) => {
         await delay(200);
@@ -368,6 +430,25 @@ export const stockHandlers = [
                 stockMap[s.code] = s.name;
             });
 
+            // 行业和指数映射表
+            const stockIndustryMap = {
+                '000001': { industry_l1: '金融', industry: '银行', index_tags: ['沪深300', '上证180'] },
+                '600519': { industry_l1: '消费', industry: '白酒', index_tags: ['沪深300', '上证50'] },
+                '300750': { industry_l1: '工业', industry: '电池', index_tags: ['创业板50'] },
+                '601318': { industry_l1: '金融', industry: '保险', index_tags: ['沪深300', '上证50'] },
+                '600036': { industry_l1: '金融', industry: '银行', index_tags: ['沪深300', '上证50'] },
+                '000858': { industry_l1: '消费', industry: '白酒', index_tags: ['沪深300'] },
+                '002594': { industry_l1: '汽车', industry: '乘用车', index_tags: ['沪深300', '创业板指'] },
+            };
+
+            const defaultIndustries = [
+                { industry_l1: '科技', industry: '软件' },
+                { industry_l1: '医药', industry: '化学制药' },
+                { industry_l1: '消费', industry: '食品' },
+                { industry_l1: '金融', industry: '证券' },
+                { industry_l1: '工业', industry: '机械' },
+            ];
+
             // 为每只股票生成报价数据
             const quotesData = {};
             codes.forEach(stockCode => {
@@ -380,6 +461,11 @@ export const stockHandlers = [
                 // 昨收
                 const prevClose = parseFloat((basePrice - change).toFixed(2));
 
+                // 获取行业和指数信息
+                const codeWithoutSuffix = stockCode.replace(/\.(SH|SZ)$/i, '');
+                const industryInfo = stockIndustryMap[codeWithoutSuffix] ||
+                    defaultIndustries[Math.floor(Math.random() * defaultIndustries.length)];
+
                 quotesData[stockCode] = {
                     code: stockCode,
                     name: stockMap[stockCode] || `股票${stockCode}`,
@@ -393,7 +479,23 @@ export const stockHandlers = [
                     volume: Math.floor(Math.random() * 100000000),
                     amount: parseFloat((Math.random() * 10000000000).toFixed(2)),
                     market: stockCode.startsWith('6') ? 'SH' : 'SZ',
-                    update_time: new Date().toISOString()
+                    update_time: new Date().toISOString(),
+                    // 行业和指数标签
+                    industry_l1: industryInfo.industry_l1,
+                    industry: industryInfo.industry,
+                    index_tags: industryInfo.index_tags || [],
+                    // 关键指标
+                    pe: parseFloat((Math.random() * 50 + 5).toFixed(2)),
+                    eps: parseFloat((Math.random() * 5 + 0.1).toFixed(3)),
+                    pb: parseFloat((Math.random() * 8 + 0.5).toFixed(2)),
+                    market_cap: `${(Math.random() * 5000 + 100).toFixed(0)}亿`,
+                    week52_low: parseFloat((basePrice * 0.7).toFixed(2)),
+                    week52_high: parseFloat((basePrice * 1.3).toFixed(2)),
+                    // 主力动态
+                    main_net_inflow: parseFloat((Math.random() * 10 - 5).toFixed(2)),
+                    institution_holding: parseFloat((Math.random() * 50 + 10).toFixed(2)),
+                    buy_ratio: parseFloat((Math.random() * 40 + 30).toFixed(2)),
+                    sell_ratio: parseFloat((100 - (Math.random() * 40 + 30)).toFixed(2))
                 };
             });
 

src/routes/lazy-components.js

@@ -35,9 +35,9 @@ export const lazyComponents = {
 
     // 公司相关模块
     CompanyIndex: React.lazy(() => import('@views/Company')),
-    ForecastReport: React.lazy(() => import('@views/Company/ForecastReport')),
-    FinancialPanorama: React.lazy(() => import('@views/Company/FinancialPanorama')),
-    MarketDataView: React.lazy(() => import('@views/Company/MarketDataView')),
+    ForecastReport: React.lazy(() => import('@views/Company/components/ForecastReport')),
+    FinancialPanorama: React.lazy(() => import('@views/Company/components/FinancialPanorama')),
+    MarketDataView: React.lazy(() => import('@views/Company/components/MarketDataView')),
 
     // Agent模块
     AgentChat: React.lazy(() => import('@views/AgentChat')),

src/store/slices/stockSlice.js

@@ -4,6 +4,56 @@ import { eventService, stockService } from '../../services/eventService';
 import { logger } from '../../utils/logger';
 import { getApiBase } from '../../utils/apiConfig';
 
+// ==================== Watchlist 缓存配置 ====================
+const WATCHLIST_CACHE_KEY = 'watchlist_cache';
+const WATCHLIST_CACHE_DURATION = 7 * 24 * 60 * 60 * 1000; // 7天
+
+/**
+ * 从 localStorage 读取自选股缓存
+ */
+const loadWatchlistFromCache = () => {
+  try {
+    const cached = localStorage.getItem(WATCHLIST_CACHE_KEY);
+    if (!cached) return null;
+
+    const { data, timestamp } = JSON.parse(cached);
+    const now = Date.now();
+
+    // 检查缓存是否过期（7天）
+    if (now - timestamp > WATCHLIST_CACHE_DURATION) {
+      localStorage.removeItem(WATCHLIST_CACHE_KEY);
+      logger.debug('stockSlice', '自选股缓存已过期');
+      return null;
+    }
+
+    logger.debug('stockSlice', '自选股 localStorage 缓存命中', {
+      count: data?.length || 0,
+      age: Math.round((now - timestamp) / 1000 / 60) + '分钟前'
+    });
+    return data;
+  } catch (error) {
+    logger.error('stockSlice', 'loadWatchlistFromCache', error);
+    return null;
+  }
+};
+
+/**
+ * 保存自选股到 localStorage
+ */
+const saveWatchlistToCache = (data) => {
+  try {
+    localStorage.setItem(WATCHLIST_CACHE_KEY, JSON.stringify({
+      data,
+      timestamp: Date.now()
+    }));
+    logger.debug('stockSlice', '自选股已缓存到 localStorage', {
+      count: data?.length || 0
+    });
+  } catch (error) {
+    logger.error('stockSlice', 'saveWatchlistToCache', error);
+  }
+};
+
 // ==================== Async Thunks ====================
 
 /**
@@ -153,13 +203,28 @@ export const fetchExpectationScore = createAsyncThunk(
 
 /**
  * 加载用户自选股列表（包含完整信息）
+ * 缓存策略：Redux 内存缓存 → localStorage 持久缓存（7天） → API 请求
  */
 export const loadWatchlist = createAsyncThunk(
   'stock/loadWatchlist',
-  async () => {
+  async (_, { getState }) => {
     logger.debug('stockSlice', 'loadWatchlist');
 
     try {
+      // 1. 先检查 Redux 内存缓存
+      const reduxCached = getState().stock.watchlist;
+      if (reduxCached && reduxCached.length > 0) {
+        logger.debug('stockSlice', 'Redux watchlist 缓存命中', { count: reduxCached.length });
+        return reduxCached;
+      }
+
+      // 2. 再检查 localStorage 持久缓存（7天有效期）
+      const localCached = loadWatchlistFromCache();
+      if (localCached && localCached.length > 0) {
+        return localCached;
+      }
+
+      // 3. 缓存无效，调用 API
       const apiBase = getApiBase();
       const response = await fetch(`${apiBase}/api/account/watchlist`, {
         credentials: 'include'
@@ -172,6 +237,10 @@ export const loadWatchlist = createAsyncThunk(
           stock_code: item.stock_code,
           stock_name: item.stock_name,
         }));
+
+        // 保存到 localStorage 缓存
+        saveWatchlistToCache(watchlistData);
+
         logger.debug('stockSlice', '自选股列表加载成功', {
           count: watchlistData.length
         });
@@ -340,6 +409,26 @@ const stockSlice = createSlice({
       delete state.historicalEventsCache[eventId];
       delete state.chainAnalysisCache[eventId];
       delete state.expectationScores[eventId];
+    },
+
+    /**
+     * 乐观更新：添加自选股（同步）
+     */
+    optimisticAddWatchlist: (state, action) => {
+      const { stockCode, stockName } = action.payload;
+      // 避免重复添加
+      const exists = state.watchlist.some(item => item.stock_code === stockCode);
+      if (!exists) {
+        state.watchlist.push({ stock_code: stockCode, stock_name: stockName || '' });
+      }
+    },
+
+    /**
+     * 乐观更新：移除自选股（同步）
+     */
+    optimisticRemoveWatchlist: (state, action) => {
+      const { stockCode } = action.payload;
+      state.watchlist = state.watchlist.filter(item => item.stock_code !== stockCode);
     }
   },
   extraReducers: (builder) => {
@@ -470,9 +559,10 @@ const stockSlice = createSlice({
           state.watchlist = state.watchlist.filter(item => item.stock_code !== stockCode);
         }
       })
-      // fulfilled: 乐观更新模式下状态已在 pending 更新，这里无需操作
-      .addCase(toggleWatchlist.fulfilled, () => {
-        // 状态已在 pending 时更新
+      // fulfilled: 同步更新 localStorage 缓存
+      .addCase(toggleWatchlist.fulfilled, (state) => {
+        // 状态已在 pending 时更新，这里同步到 localStorage
+        saveWatchlistToCache(state.watchlist);
       });
   }
 });
@@ -481,7 +571,9 @@ export const {
   updateQuote,
   updateQuotes,
   clearQuotes,
-  clearEventCache
+  clearEventCache,
+  optimisticAddWatchlist,
+  optimisticRemoveWatchlist
 } = stockSlice.actions;
 
 export default stockSlice.reducer;

src/utils/performanceMonitor.ts

@@ -2,6 +2,7 @@
 // 性能监控工具 - 统计白屏时间和性能指标
 
 import { logger } from './logger';
+import { reportPerformanceMetrics } from '../lib/posthog';
 
 /**
  * 性能指标接口
@@ -208,6 +209,9 @@ class PerformanceMonitor {
     // 性能分析建议
     this.analyzePerformance();
 
+    // 上报性能指标到 PostHog
+    reportPerformanceMetrics(this.metrics);
+
     return this.metrics;
   }
 

src/utils/priceFormatters.js

@@ -103,3 +103,71 @@ export const PriceArrow = ({ value }) => {
 
     return <Icon color={color} boxSize="16px" />;
 };
+
+// ==================== 货币/数值格式化 ====================
+
+/**
+ * 格式化货币金额（自动选择单位：亿元/万元/元）
+ * @param {number|null|undefined} value - 金额（单位：元）
+ * @returns {string} 格式化后的金额字符串
+ */
+export const formatCurrency = (value) => {
+    if (value === null || value === undefined) return '-';
+    const absValue = Math.abs(value);
+    if (absValue >= 100000000) {
+        return (value / 100000000).toFixed(2) + '亿元';
+    } else if (absValue >= 10000) {
+        return (value / 10000).toFixed(2) + '万元';
+    }
+    return value.toFixed(2) + '元';
+};
+
+/**
+ * 格式化业务营收（支持指定单位）
+ * @param {number|null|undefined} value - 营收金额
+ * @param {string} [unit] - 原始单位（元/万元/亿元）
+ * @returns {string} 格式化后的营收字符串
+ */
+export const formatBusinessRevenue = (value, unit) => {
+    if (value === null || value === undefined) return '-';
+    if (unit) {
+        if (unit === '元') {
+            const absValue = Math.abs(value);
+            if (absValue >= 100000000) {
+                return (value / 100000000).toFixed(2) + '亿元';
+            } else if (absValue >= 10000) {
+                return (value / 10000).toFixed(2) + '万元';
+            }
+            return value.toFixed(0) + '元';
+        } else if (unit === '万元') {
+            const absValue = Math.abs(value);
+            if (absValue >= 10000) {
+                return (value / 10000).toFixed(2) + '亿元';
+            }
+            return value.toFixed(2) + '万元';
+        } else if (unit === '亿元') {
+            return value.toFixed(2) + '亿元';
+        } else {
+            return value.toFixed(2) + unit;
+        }
+    }
+    // 无单位时，假设为元
+    const absValue = Math.abs(value);
+    if (absValue >= 100000000) {
+        return (value / 100000000).toFixed(2) + '亿元';
+    } else if (absValue >= 10000) {
+        return (value / 10000).toFixed(2) + '万元';
+    }
+    return value.toFixed(2) + '元';
+};
+
+/**
+ * 格式化百分比
+ * @param {number|null|undefined} value - 百分比值
+ * @param {number} [decimals=2] - 小数位数
+ * @returns {string} 格式化后的百分比字符串
+ */
+export const formatPercentage = (value, decimals = 2) => {
+    if (value === null || value === undefined) return '-';
+    return value.toFixed(decimals) + '%';
+};

src/views/Community/components/HeroPanel.js

@@ -207,9 +207,12 @@ const CompactIndexCard = ({ indexCode, indexName }) => {
           const raw = chartData.rawData[idx];
           if (!raw) return '';
 
+          // 安全格式化数字
+          const safeFixed = (val, digits = 2) => (val != null && !isNaN(val)) ? val.toFixed(digits) : '-';
+
           // 计算涨跌
           const prevClose = raw.prev_close || (idx > 0 ? chartData.rawData[idx - 1]?.close : raw.open) || raw.open;
-          const changeAmount = raw.close - prevClose;
+          const changeAmount = (raw.close != null && prevClose != null) ? (raw.close - prevClose) : 0;
           const changePct = prevClose ? ((changeAmount / prevClose) * 100) : 0;
           const isUp = changeAmount >= 0;
           const color = isUp ? '#ef5350' : '#26a69a';
@@ -218,22 +221,22 @@ const CompactIndexCard = ({ indexCode, indexName }) => {
           return `
             <div style="min-width: 180px;">
               <div style="font-weight: bold; color: #FFD700; margin-bottom: 10px; font-size: 13px; border-bottom: 1px solid rgba(255,215,0,0.2); padding-bottom: 8px;">
-                📅 ${raw.time}
+                📅 ${raw.time || '-'}
               </div>
               <div style="display: grid; grid-template-columns: auto 1fr; gap: 6px 16px; font-size: 12px;">
                 <span style="color: #999;">开盘</span>
-                <span style="text-align: right; font-family: monospace;">${raw.open.toFixed(2)}</span>
+                <span style="text-align: right; font-family: monospace;">${safeFixed(raw.open)}</span>
                 <span style="color: #999;">收盘</span>
-                <span style="text-align: right; font-weight: bold; color: ${color}; font-family: monospace;">${raw.close.toFixed(2)}</span>
+                <span style="text-align: right; font-weight: bold; color: ${color}; font-family: monospace;">${safeFixed(raw.close)}</span>
                 <span style="color: #999;">最高</span>
-                <span style="text-align: right; color: #ef5350; font-family: monospace;">${raw.high.toFixed(2)}</span>
+                <span style="text-align: right; color: #ef5350; font-family: monospace;">${safeFixed(raw.high)}</span>
                 <span style="color: #999;">最低</span>
-                <span style="text-align: right; color: #26a69a; font-family: monospace;">${raw.low.toFixed(2)}</span>
+                <span style="text-align: right; color: #26a69a; font-family: monospace;">${safeFixed(raw.low)}</span>
               </div>
               <div style="margin-top: 10px; padding-top: 8px; border-top: 1px solid rgba(255,255,255,0.1); display: flex; justify-content: space-between; align-items: center;">
                 <span style="color: #999; font-size: 11px;">涨跌幅</span>
                 <span style="color: ${color}; font-weight: bold; font-size: 14px; font-family: monospace;">
-                  ${sign}${changeAmount.toFixed(2)} (${sign}${changePct.toFixed(2)}%)
+                  ${sign}${safeFixed(changeAmount)} (${sign}${safeFixed(changePct)}%)
                 </span>
               </div>
             </div>
@@ -529,7 +532,7 @@ const FlowingConcepts = () => {
             color={colors.text}
             whiteSpace="nowrap"
           >
-            {concept.change_pct > 0 ? '+' : ''}{concept.change_pct.toFixed(2)}%
+            {concept.change_pct > 0 ? '+' : ''}{concept.change_pct?.toFixed(2) ?? '-'}%
           </Text>
         </HStack>
       </Box>

src/views/Company/ForecastReport.js

@@ -1,161 +0,0 @@
-// 简易版公司盈利预测报表视图
-import React, { useState, useEffect } from 'react';
-import { Box, Flex, Input, Button, SimpleGrid, HStack, Text, Skeleton, VStack } from '@chakra-ui/react';
-import { Card, CardHeader, CardBody, Heading, Table, Thead, Tr, Th, Tbody, Td, Tag } from '@chakra-ui/react';
-import { RepeatIcon } from '@chakra-ui/icons';
-import ReactECharts from 'echarts-for-react';
-import { stockService } from '../../services/eventService';
-
-const ForecastReport = ({ stockCode: propStockCode }) => {
-    const [code, setCode] = useState(propStockCode || '600000');
-    const [data, setData] = useState(null);
-    const [loading, setLoading] = useState(false);
-
-    const load = async () => {
-        if (!code) return;
-        setLoading(true);
-        try {
-            const resp = await stockService.getForecastReport(code);
-            if (resp && resp.success) setData(resp.data);
-        } finally {
-            setLoading(false);
-        }
-    };
-
-    // 监听props中的stockCode变化
-    useEffect(() => {
-        if (propStockCode && propStockCode !== code) {
-            setCode(propStockCode);
-        }
-    }, [propStockCode, code]);
-
-    // 加载数据
-    useEffect(() => {
-        if (code) {
-            load();
-        }
-    }, [code]);
-
-    const years = data?.detail_table?.years || [];
-
-    const colors = ['#805AD5', '#38B2AC', '#F6AD55', '#63B3ED', '#E53E3E', '#10B981'];
-
-    const incomeProfitOption = data ? {
-        color: [colors[0], colors[4]],
-        tooltip: { trigger: 'axis' },
-        legend: { data: ['营业总收入(百万元)', '归母净利润(百万元)'] },
-        grid: { left: 40, right: 20, bottom: 40, top: 30 },
-        xAxis: { type: 'category', data: data.income_profit_trend.years, axisLabel: { rotate: 30 } },
-        yAxis: [
-            { type: 'value', name: '收入(百万元)' },
-            { type: 'value', name: '利润(百万元)' }
-        ],
-        series: [
-            { name: '营业总收入(百万元)', type: 'line', data: data.income_profit_trend.income, smooth: true, lineStyle: { width: 2 }, areaStyle: { opacity: 0.08 } },
-            { name: '归母净利润(百万元)', type: 'line', yAxisIndex: 1, data: data.income_profit_trend.profit, smooth: true, lineStyle: { width: 2 } }
-        ]
-    } : {};
-
-    const growthOption = data ? {
-        color: [colors[2]],
-        tooltip: { trigger: 'axis' },
-        grid: { left: 40, right: 20, bottom: 40, top: 30 },
-        xAxis: { type: 'category', data: data.growth_bars.years, axisLabel: { rotate: 30 } },
-        yAxis: { type: 'value', axisLabel: { formatter: '{value}%' } },
-        series: [ { 
-            name: '营收增长率(%)', 
-            type: 'bar', 
-            data: data.growth_bars.revenue_growth_pct,
-            itemStyle: { color: (params) => params.value >= 0 ? '#E53E3E' : '#10B981' }
-        } ]
-    } : {};
-
-    const epsOption = data ? {
-        color: [colors[3]],
-        tooltip: { trigger: 'axis' },
-        grid: { left: 40, right: 20, bottom: 40, top: 30 },
-        xAxis: { type: 'category', data: data.eps_trend.years, axisLabel: { rotate: 30 } },
-        yAxis: { type: 'value', name: '元/股' },
-        series: [ { name: 'EPS(稀释)', type: 'line', data: data.eps_trend.eps, smooth: true, areaStyle: { opacity: 0.1 }, lineStyle: { width: 2 } } ]
-    } : {};
-
-    const pePegOption = data ? {
-        color: [colors[0], colors[1]],
-        tooltip: { trigger: 'axis' },
-        legend: { data: ['PE', 'PEG'] },
-        grid: { left: 40, right: 40, bottom: 40, top: 30 },
-        xAxis: { type: 'category', data: data.pe_peg_axes.years, axisLabel: { rotate: 30 } },
-        yAxis: [ { type: 'value', name: 'PE(倍)' }, { type: 'value', name: 'PEG' } ],
-        series: [
-            { name: 'PE', type: 'line', data: data.pe_peg_axes.pe, smooth: true },
-            { name: 'PEG', type: 'line', yAxisIndex: 1, data: data.pe_peg_axes.peg, smooth: true }
-        ]
-    } : {};
-
-    return (
-        <Box p={4}>
-            <HStack align="center" justify="space-between" mb={4}>
-                <Heading size="md">盈利预测报表</Heading>
-                <Button 
-                    leftIcon={<RepeatIcon />} 
-                    size="sm" 
-                    variant="outline" 
-                    onClick={load} 
-                    isLoading={loading}
-                >
-                    刷新数据
-                </Button>
-            </HStack>
-
-            {loading && !data && (
-                <SimpleGrid columns={{ base: 1, md: 2 }} spacing={4}>
-                    {[1,2,3,4].map(i => (
-                        <Card key={i}>
-                            <CardHeader><Skeleton height="18px" width="140px" /></CardHeader>
-                            <CardBody>
-                                <Skeleton height="320px" />
-                            </CardBody>
-                        </Card>
-                    ))}
-                </SimpleGrid>
-            )}
-
-            {data && (
-                <SimpleGrid columns={{ base: 1, md: 2 }} spacing={4}>
-                    <Card><CardHeader><Heading size="sm">营业收入与净利润趋势</Heading></CardHeader><CardBody><ReactECharts option={incomeProfitOption} style={{ height: 320 }} /></CardBody></Card>
-                    <Card><CardHeader><Heading size="sm">增长率分析</Heading></CardHeader><CardBody><ReactECharts option={growthOption} style={{ height: 320 }} /></CardBody></Card>
-                    <Card><CardHeader><Heading size="sm">EPS 趋势</Heading></CardHeader><CardBody><ReactECharts option={epsOption} style={{ height: 320 }} /></CardBody></Card>
-                    <Card><CardHeader><Heading size="sm">PE 与 PEG 分析</Heading></CardHeader><CardBody><ReactECharts option={pePegOption} style={{ height: 320 }} /></CardBody></Card>
-                </SimpleGrid>
-            )}
-
-            {data && (
-                <Card mt={4}>
-                    <CardHeader><Heading size="sm">详细数据表格</Heading></CardHeader>
-                    <CardBody>
-                        <Table size="sm" variant="simple">
-                            <Thead>
-                                <Tr>
-                                    <Th>关键指标</Th>
-                                    {years.map(y => <Th key={y}>{y}</Th>)}
-                                </Tr>
-                            </Thead>
-                            <Tbody>
-                                {data.detail_table.rows.map((row, idx) => (
-                                    <Tr key={idx}>
-                                        <Td><Tag>{row['指标']}</Tag></Td>
-                                        {years.map(y => <Td key={y}>{row[y] ?? '-'}</Td>)}
-                                    </Tr>
-                                ))}
-                            </Tbody>
-                        </Table>
-                    </CardBody>
-                </Card>
-            )}
-        </Box>
-    );
-};
-
-export default ForecastReport;
-
-

src/views/Company/components/CompanyHeader/SearchBar.js

@@ -0,0 +1,147 @@
+// src/views/Company/components/CompanyHeader/SearchBar.js
+// 股票搜索栏组件 - 金色主题 + 模糊搜索下拉
+
+import React, { useState, useEffect, useRef } from 'react';
+import { useSelector } from 'react-redux';
+import {
+  Box,
+  HStack,
+  Input,
+  InputGroup,
+  InputLeftElement,
+  Text,
+  VStack,
+} from '@chakra-ui/react';
+import { SearchIcon } from '@chakra-ui/icons';
+import { useStockSearch } from '../../hooks/useStockSearch';
+
+/**
+ * 股票搜索栏组件（带模糊搜索下拉）
+ *
+ * @param {Object} props
+ * @param {string} props.inputCode - 输入框当前值
+ * @param {Function} props.onInputChange - 输入变化回调
+ * @param {Function} props.onSearch - 搜索按钮点击回调
+ * @param {Function} props.onKeyDown - 键盘事件回调
+ */
+const SearchBar = ({
+  inputCode,
+  onInputChange,
+  onSearch,
+  onKeyDown,
+}) => {
+  // 下拉状态
+  const [showDropdown, setShowDropdown] = useState(false);
+  const containerRef = useRef(null);
+
+  // 从 Redux 获取全部股票列表
+  const allStocks = useSelector(state => state.stock.allStocks);
+
+  // 使用共享的搜索 Hook
+  const filteredStocks = useStockSearch(allStocks, inputCode, { limit: 10 });
+
+  // 根据搜索结果更新下拉显示状态
+  useEffect(() => {
+    setShowDropdown(filteredStocks.length > 0 && !!inputCode?.trim());
+  }, [filteredStocks, inputCode]);
+
+  // 点击外部关闭下拉
+  useEffect(() => {
+    const handleClickOutside = (event) => {
+      if (containerRef.current && !containerRef.current.contains(event.target)) {
+        setShowDropdown(false);
+      }
+    };
+
+    document.addEventListener('mousedown', handleClickOutside);
+    return () => document.removeEventListener('mousedown', handleClickOutside);
+  }, []);
+
+  // 选择股票 - 直接触发搜索跳转
+  const handleSelectStock = (stock) => {
+    onInputChange(stock.code);
+    setShowDropdown(false);
+    onSearch(stock.code);
+  };
+
+  // 处理键盘事件
+  const handleKeyDownWrapper = (e) => {
+    if (e.key === 'Enter') {
+      setShowDropdown(false);
+    }
+    onKeyDown?.(e);
+  };
+
+  return (
+    <Box ref={containerRef} position="relative" w="300px">
+      <InputGroup size="lg">
+        <InputLeftElement pointerEvents="none">
+          <SearchIcon color="#C9A961" />
+        </InputLeftElement>
+        <Input
+          placeholder="输入股票代码或名称"
+          value={inputCode}
+          onChange={(e) => onInputChange(e.target.value)}
+          onKeyDown={handleKeyDownWrapper}
+          onFocus={() => inputCode && filteredStocks.length > 0 && setShowDropdown(true)}
+          borderRadius="md"
+          color="white"
+          borderColor="#C9A961"
+          _placeholder={{ color: '#C9A961' }}
+          _focus={{
+            borderColor: '#F4D03F',
+            boxShadow: '0 0 0 1px #F4D03F',
+          }}
+          _hover={{
+            borderColor: '#F4D03F',
+          }}
+        />
+      </InputGroup>
+
+      {/* 模糊搜索下拉列表 */}
+      {showDropdown && (
+        <Box
+          position="absolute"
+          top="100%"
+          left={0}
+          mt={1}
+          w="100%"
+          bg="#1A202C"
+          border="1px solid #C9A961"
+          borderRadius="md"
+          maxH="300px"
+          overflowY="auto"
+          zIndex={1000}
+          boxShadow="0 4px 12px rgba(0, 0, 0, 0.3)"
+        >
+          <VStack align="stretch" spacing={0}>
+            {filteredStocks.map((stock) => (
+              <Box
+                key={stock.code}
+                px={4}
+                py={2}
+                cursor="pointer"
+                _hover={{ bg: 'whiteAlpha.100' }}
+                onClick={() => handleSelectStock(stock)}
+                borderBottom="1px solid"
+                borderColor="whiteAlpha.100"
+                _last={{ borderBottom: 'none' }}
+              >
+                <HStack justify="space-between">
+                  <Text color="#F4D03F" fontWeight="bold" fontSize="sm">
+                    {stock.code}
+                  </Text>
+                  <Text color="#C9A961" fontSize="sm" noOfLines={1} maxW="180px">
+                    {stock.name}
+                  </Text>
+                </HStack>
+              </Box>
+            ))}
+          </VStack>
+        </Box>
+      )}
+    </Box>
+  );
+};
+
+export default SearchBar;

src/views/Company/components/CompanyHeader/index.js

@@ -0,0 +1,62 @@
+// src/views/Company/components/CompanyHeader/index.js
+// 公司详情页面头部区域组件
+
+import React from 'react';
+import {
+  Card,
+  CardBody,
+  HStack,
+  VStack,
+  Heading,
+  Text,
+} from '@chakra-ui/react';
+
+import SearchBar from './SearchBar';
+
+/**
+ * 公司详情页面头部区域组件
+ *
+ * 包含：
+ * - 页面标题和描述（金色主题）
+ * - 股票搜索栏（支持模糊搜索）
+ *
+ * @param {Object} props
+ * @param {string} props.inputCode - 搜索输入框值
+ * @param {Function} props.onInputChange - 输入变化回调
+ * @param {Function} props.onSearch - 搜索回调
+ * @param {Function} props.onKeyDown - 键盘事件回调
+ * @param {string} props.bgColor - 背景颜色
+ */
+const CompanyHeader = ({
+  inputCode,
+  onInputChange,
+  onSearch,
+  onKeyDown,
+  bgColor,
+}) => {
+  return (
+    <Card bg={bgColor} shadow="md">
+      <CardBody>
+        <HStack justify="space-between" align="center">
+          {/* 标题区域 - 金色主题 */}
+          <VStack align="start" spacing={1}>
+            <Heading size="lg" color="#F4D03F">个股详情</Heading>
+            <Text color="#C9A961" fontSize="sm">
+              查看股票实时行情、财务数据和盈利预测
+            </Text>
+          </VStack>
+
+          {/* 搜索栏 */}
+          <SearchBar
+            inputCode={inputCode}
+            onInputChange={onInputChange}
+            onSearch={onSearch}
+            onKeyDown={onKeyDown}
+          />
+        </HStack>
+      </CardBody>
+    </Card>
+  );
+};
+
+export default CompanyHeader;

src/views/Company/components/CompanyOverview/BasicInfoTab/components/AnnouncementsPanel.tsx

@@ -0,0 +1,157 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/AnnouncementsPanel.tsx
+// 公司公告 Tab Panel
+
+import React, { useState } from "react";
+import {
+  Box,
+  VStack,
+  HStack,
+  Text,
+  Badge,
+  Card,
+  CardBody,
+  IconButton,
+  Button,
+  Tag,
+  Modal,
+  ModalOverlay,
+  ModalContent,
+  ModalHeader,
+  ModalCloseButton,
+  ModalBody,
+  ModalFooter,
+  useDisclosure,
+} from "@chakra-ui/react";
+import { ExternalLinkIcon } from "@chakra-ui/icons";
+
+import { useAnnouncementsData } from "../../hooks/useAnnouncementsData";
+import { THEME } from "../config";
+import { formatDate } from "../utils";
+import LoadingState from "./LoadingState";
+
+interface AnnouncementsPanelProps {
+  stockCode: string;
+}
+
+const AnnouncementsPanel: React.FC<AnnouncementsPanelProps> = ({ stockCode }) => {
+  const { announcements, loading } = useAnnouncementsData(stockCode);
+
+  const { isOpen, onOpen, onClose } = useDisclosure();
+  const [selectedAnnouncement, setSelectedAnnouncement] = useState<any>(null);
+
+  const handleAnnouncementClick = (announcement: any) => {
+    setSelectedAnnouncement(announcement);
+    onOpen();
+  };
+
+  if (loading) {
+    return <LoadingState message="加载公告数据..." />;
+  }
+
+  return (
+    <>
+      <VStack spacing={4} align="stretch">
+        {/* 最新公告 */}
+        <Box>
+          <VStack spacing={2} align="stretch">
+            {announcements.map((announcement: any, idx: number) => (
+              <Card
+                key={idx}
+                bg={THEME.tableBg}
+                border="1px solid"
+                borderColor={THEME.border}
+                size="sm"
+                cursor="pointer"
+                onClick={() => handleAnnouncementClick(announcement)}
+                _hover={{ bg: THEME.tableHoverBg }}
+              >
+                <CardBody p={3}>
+                  <HStack justify="space-between">
+                    <VStack align="start" spacing={1} flex={1}>
+                      <HStack>
+                        <Badge size="sm" bg={THEME.gold} color="gray.900">
+                          {announcement.info_type || "公告"}
+                        </Badge>
+                        <Text fontSize="xs" color={THEME.textSecondary}>
+                          {formatDate(announcement.announce_date)}
+                        </Text>
+                      </HStack>
+                      <Text fontSize="sm" fontWeight="medium" noOfLines={1} color={THEME.textPrimary}>
+                        {announcement.title}
+                      </Text>
+                    </VStack>
+                    <HStack>
+                      {announcement.format && (
+                        <Tag size="sm" bg={THEME.tableHoverBg} color={THEME.textSecondary}>
+                          {announcement.format}
+                        </Tag>
+                      )}
+                      <IconButton
+                        size="sm"
+                        icon={<ExternalLinkIcon />}
+                        variant="ghost"
+                        color={THEME.goldLight}
+                        aria-label="查看原文"
+                        onClick={(e) => {
+                          e.stopPropagation();
+                          window.open(announcement.url, "_blank");
+                        }}
+                      />
+                    </HStack>
+                  </HStack>
+                </CardBody>
+              </Card>
+            ))}
+          </VStack>
+        </Box>
+      </VStack>
+
+      {/* 公告详情模态框 */}
+      <Modal isOpen={isOpen} onClose={onClose} size="xl">
+        <ModalOverlay />
+        <ModalContent bg={THEME.cardBg}>
+          <ModalHeader color={THEME.textPrimary}>
+            <VStack align="start" spacing={1}>
+              <Text>{selectedAnnouncement?.title}</Text>
+              <HStack>
+                <Badge bg={THEME.gold} color="gray.900">
+                  {selectedAnnouncement?.info_type || "公告"}
+                </Badge>
+                <Text fontSize="sm" color={THEME.textSecondary}>
+                  {formatDate(selectedAnnouncement?.announce_date)}
+                </Text>
+              </HStack>
+            </VStack>
+          </ModalHeader>
+          <ModalCloseButton color={THEME.textPrimary} />
+          <ModalBody>
+            <VStack align="start" spacing={3}>
+              <Text fontSize="sm" color={THEME.textSecondary}>
+                文件格式：{selectedAnnouncement?.format || "-"}
+              </Text>
+              <Text fontSize="sm" color={THEME.textSecondary}>
+                文件大小：{selectedAnnouncement?.file_size || "-"} KB
+              </Text>
+            </VStack>
+          </ModalBody>
+          <ModalFooter>
+            <Button
+              bg={THEME.gold}
+              color="gray.900"
+              mr={3}
+              _hover={{ bg: THEME.goldLight }}
+              onClick={() => window.open(selectedAnnouncement?.url, "_blank")}
+            >
+              查看原文
+            </Button>
+            <Button variant="ghost" color={THEME.textSecondary} onClick={onClose}>
+              关闭
+            </Button>
+          </ModalFooter>
+        </ModalContent>
+      </Modal>
+    </>
+  );
+};
+
+export default AnnouncementsPanel;

src/views/Company/components/CompanyOverview/BasicInfoTab/components/BranchesPanel.tsx

@@ -0,0 +1,168 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/BranchesPanel.tsx
+// 分支机构 Tab Panel - 黑金风格
+
+import React from "react";
+import {
+  Box,
+  VStack,
+  HStack,
+  Text,
+  Icon,
+  SimpleGrid,
+  Center,
+} from "@chakra-ui/react";
+import { FaSitemap, FaBuilding, FaCheckCircle, FaTimesCircle } from "react-icons/fa";
+
+import { useBranchesData } from "../../hooks/useBranchesData";
+import { THEME } from "../config";
+import { formatDate } from "../utils";
+import LoadingState from "./LoadingState";
+
+interface BranchesPanelProps {
+  stockCode: string;
+}
+
+// 黑金卡片样式
+const cardStyles = {
+  bg: "linear-gradient(145deg, rgba(30, 30, 35, 0.95), rgba(20, 20, 25, 0.98))",
+  border: "1px solid",
+  borderColor: "rgba(212, 175, 55, 0.3)",
+  borderRadius: "12px",
+  overflow: "hidden",
+  transition: "all 0.3s ease",
+  _hover: {
+    borderColor: "rgba(212, 175, 55, 0.6)",
+    boxShadow: "0 4px 20px rgba(212, 175, 55, 0.15), inset 0 1px 0 rgba(212, 175, 55, 0.1)",
+    transform: "translateY(-2px)",
+  },
+};
+
+// 状态徽章样式
+const getStatusBadgeStyles = (isActive: boolean) => ({
+  display: "inline-flex",
+  alignItems: "center",
+  gap: "4px",
+  px: 2,
+  py: 0.5,
+  borderRadius: "full",
+  fontSize: "xs",
+  fontWeight: "medium",
+  bg: isActive ? "rgba(212, 175, 55, 0.15)" : "rgba(255, 100, 100, 0.15)",
+  color: isActive ? THEME.gold : "#ff6b6b",
+  border: "1px solid",
+  borderColor: isActive ? "rgba(212, 175, 55, 0.3)" : "rgba(255, 100, 100, 0.3)",
+});
+
+// 信息项组件
+const InfoItem: React.FC<{ label: string; value: string | number }> = ({ label, value }) => (
+  <VStack align="start" spacing={0.5}>
+    <Text fontSize="xs" color={THEME.textSecondary} letterSpacing="0.5px">
+      {label}
+    </Text>
+    <Text fontSize="sm" fontWeight="semibold" color={THEME.textPrimary}>
+      {value || "-"}
+    </Text>
+  </VStack>
+);
+
+const BranchesPanel: React.FC<BranchesPanelProps> = ({ stockCode }) => {
+  const { branches, loading } = useBranchesData(stockCode);
+
+  if (loading) {
+    return <LoadingState message="加载分支机构数据..." />;
+  }
+
+  if (branches.length === 0) {
+    return (
+      <Center h="200px">
+        <VStack spacing={3}>
+          <Box
+            p={4}
+            borderRadius="full"
+            bg="rgba(212, 175, 55, 0.1)"
+            border="1px solid"
+            borderColor="rgba(212, 175, 55, 0.2)"
+          >
+            <Icon as={FaSitemap} boxSize={10} color={THEME.gold} opacity={0.6} />
+          </Box>
+          <Text color={THEME.textSecondary} fontSize="sm">
+            暂无分支机构信息
+          </Text>
+        </VStack>
+      </Center>
+    );
+  }
+
+  return (
+    <SimpleGrid columns={{ base: 1, md: 2 }} spacing={4}>
+      {branches.map((branch: any, idx: number) => {
+        const isActive = branch.business_status === "存续";
+
+        return (
+          <Box key={idx} sx={cardStyles}>
+            {/* 顶部金色装饰线 */}
+            <Box
+              h="2px"
+              bgGradient="linear(to-r, transparent, rgba(212, 175, 55, 0.6), transparent)"
+            />
+
+            <Box p={4}>
+              <VStack align="start" spacing={4}>
+                {/* 标题行 */}
+                <HStack justify="space-between" w="full" align="flex-start">
+                  <HStack spacing={2} flex={1}>
+                    <Box
+                      p={1.5}
+                      borderRadius="md"
+                      bg="rgba(212, 175, 55, 0.1)"
+                    >
+                      <Icon as={FaBuilding} boxSize={3.5} color={THEME.gold} />
+                    </Box>
+                    <Text
+                      fontWeight="bold"
+                      color={THEME.textPrimary}
+                      fontSize="sm"
+                      noOfLines={2}
+                      lineHeight="tall"
+                    >
+                      {branch.branch_name}
+                    </Text>
+                  </HStack>
+
+                  {/* 状态徽章 */}
+                  <Box sx={getStatusBadgeStyles(isActive)}>
+                    <Icon
+                      as={isActive ? FaCheckCircle : FaTimesCircle}
+                      boxSize={3}
+                    />
+                    <Text>{branch.business_status}</Text>
+                  </Box>
+                </HStack>
+
+                {/* 分隔线 */}
+                <Box
+                  w="full"
+                  h="1px"
+                  bgGradient="linear(to-r, rgba(212, 175, 55, 0.3), transparent)"
+                />
+
+                {/* 信息网格 */}
+                <SimpleGrid columns={2} spacing={3} w="full">
+                  <InfoItem label="注册资本" value={branch.register_capital} />
+                  <InfoItem label="法人代表" value={branch.legal_person} />
+                  <InfoItem label="成立日期" value={formatDate(branch.register_date)} />
+                  <InfoItem
+                    label="关联企业"
+                    value={`${branch.related_company_count || 0} 家`}
+                  />
+                </SimpleGrid>
+              </VStack>
+            </Box>
+          </Box>
+        );
+      })}
+    </SimpleGrid>
+  );
+};
+
+export default BranchesPanel;

src/views/Company/components/CompanyOverview/BasicInfoTab/components/BusinessInfoPanel.tsx

@@ -0,0 +1,121 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/BusinessInfoPanel.tsx
+// 工商信息 Tab Panel
+
+import React from "react";
+import {
+  Box,
+  VStack,
+  HStack,
+  Text,
+  Heading,
+  SimpleGrid,
+  Divider,
+  Center,
+  Code,
+  Spinner,
+} from "@chakra-ui/react";
+
+import { THEME } from "../config";
+import { useBasicInfo } from "../../hooks/useBasicInfo";
+
+interface BusinessInfoPanelProps {
+  stockCode: string;
+}
+
+const BusinessInfoPanel: React.FC<BusinessInfoPanelProps> = ({ stockCode }) => {
+  const { basicInfo, loading } = useBasicInfo(stockCode);
+
+  if (loading) {
+    return (
+      <Center h="200px">
+        <Spinner size="lg" color={THEME.gold} />
+      </Center>
+    );
+  }
+
+  if (!basicInfo) {
+    return (
+      <Center h="200px">
+        <Text color={THEME.textSecondary}>暂无工商信息</Text>
+      </Center>
+    );
+  }
+
+  return (
+    <VStack spacing={4} align="stretch">
+      <SimpleGrid columns={{ base: 1, md: 2 }} spacing={6}>
+        <Box>
+          <Heading size="sm" mb={3} color={THEME.textPrimary}>工商信息</Heading>
+          <VStack align="start" spacing={2}>
+            <HStack w="full">
+              <Text fontSize="sm" color={THEME.textSecondary} minW="80px">
+                统一信用代码
+              </Text>
+              <Code fontSize="xs" bg={THEME.tableHoverBg} color={THEME.goldLight}>
+                {basicInfo.credit_code}
+              </Code>
+            </HStack>
+            <HStack w="full">
+              <Text fontSize="sm" color={THEME.textSecondary} minW="80px">
+                公司规模
+              </Text>
+              <Text fontSize="sm" color={THEME.textPrimary}>{basicInfo.company_size}</Text>
+            </HStack>
+            <HStack w="full" align="start">
+              <Text fontSize="sm" color={THEME.textSecondary} minW="80px">
+                注册地址
+              </Text>
+              <Text fontSize="sm" noOfLines={2} color={THEME.textPrimary}>
+                {basicInfo.reg_address}
+              </Text>
+            </HStack>
+            <HStack w="full" align="start">
+              <Text fontSize="sm" color={THEME.textSecondary} minW="80px">
+                办公地址
+              </Text>
+              <Text fontSize="sm" noOfLines={2} color={THEME.textPrimary}>
+                {basicInfo.office_address}
+              </Text>
+            </HStack>
+          </VStack>
+        </Box>
+
+        <Box>
+          <Heading size="sm" mb={3} color={THEME.textPrimary}>服务机构</Heading>
+          <VStack align="start" spacing={2}>
+            <Box>
+              <Text fontSize="sm" color={THEME.textSecondary}>会计师事务所</Text>
+              <Text fontSize="sm" fontWeight="medium" color={THEME.textPrimary}>
+                {basicInfo.accounting_firm}
+              </Text>
+            </Box>
+            <Box>
+              <Text fontSize="sm" color={THEME.textSecondary}>律师事务所</Text>
+              <Text fontSize="sm" fontWeight="medium" color={THEME.textPrimary}>
+                {basicInfo.law_firm}
+              </Text>
+            </Box>
+          </VStack>
+        </Box>
+      </SimpleGrid>
+
+      <Divider borderColor={THEME.border} />
+
+      <Box>
+        <Heading size="sm" mb={3} color={THEME.textPrimary}>主营业务</Heading>
+        <Text fontSize="sm" lineHeight="tall" color={THEME.textSecondary}>
+          {basicInfo.main_business}
+        </Text>
+      </Box>
+
+      <Box>
+        <Heading size="sm" mb={3} color={THEME.textPrimary}>经营范围</Heading>
+        <Text fontSize="sm" lineHeight="tall" color={THEME.textSecondary}>
+          {basicInfo.business_scope}
+        </Text>
+      </Box>
+    </VStack>
+  );
+};
+
+export default BusinessInfoPanel;

src/views/Company/components/CompanyOverview/BasicInfoTab/components/DisclosureSchedulePanel.tsx

@@ -0,0 +1,76 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/DisclosureSchedulePanel.tsx
+// 财报披露日程 Tab Panel
+
+import React from "react";
+import {
+  Box,
+  VStack,
+  Text,
+  Badge,
+  Card,
+  CardBody,
+  SimpleGrid,
+} from "@chakra-ui/react";
+
+import { useDisclosureData } from "../../hooks/useDisclosureData";
+import { THEME } from "../config";
+import { formatDate } from "../utils";
+import LoadingState from "./LoadingState";
+
+interface DisclosureSchedulePanelProps {
+  stockCode: string;
+}
+
+const DisclosureSchedulePanel: React.FC<DisclosureSchedulePanelProps> = ({ stockCode }) => {
+  const { disclosureSchedule, loading } = useDisclosureData(stockCode);
+
+  if (loading) {
+    return <LoadingState message="加载披露日程..." />;
+  }
+
+  if (disclosureSchedule.length === 0) {
+    return (
+      <Box textAlign="center" py={8}>
+        <Text color={THEME.textSecondary}>暂无披露日程数据</Text>
+      </Box>
+    );
+  }
+
+  return (
+    <VStack spacing={4} align="stretch">
+      <Box>
+        <SimpleGrid columns={{ base: 2, md: 4 }} spacing={3}>
+          {disclosureSchedule.map((schedule: any, idx: number) => (
+            <Card
+              key={idx}
+              bg={schedule.is_disclosed ? "green.900" : "orange.900"}
+              border="1px solid"
+              borderColor={schedule.is_disclosed ? "green.600" : "orange.600"}
+              size="sm"
+            >
+              <CardBody p={3}>
+                <VStack spacing={1}>
+                  <Badge colorScheme={schedule.is_disclosed ? "green" : "orange"}>
+                    {schedule.report_name}
+                  </Badge>
+                  <Text fontSize="sm" fontWeight="bold" color={THEME.textPrimary}>
+                    {schedule.is_disclosed ? "已披露" : "预计"}
+                  </Text>
+                  <Text fontSize="xs" color={THEME.textSecondary}>
+                    {formatDate(
+                      schedule.is_disclosed
+                        ? schedule.actual_date
+                        : schedule.latest_scheduled_date
+                    )}
+                  </Text>
+                </VStack>
+              </CardBody>
+            </Card>
+          ))}
+        </SimpleGrid>
+      </Box>
+    </VStack>
+  );
+};
+
+export default DisclosureSchedulePanel;

src/views/Company/components/CompanyOverview/BasicInfoTab/components/LoadingState.tsx

@@ -0,0 +1,32 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/LoadingState.tsx
+// 复用的加载状态组件
+
+import React from "react";
+import { Center, VStack, Spinner, Text } from "@chakra-ui/react";
+import { THEME } from "../config";
+
+interface LoadingStateProps {
+  message?: string;
+  height?: string;
+}
+
+/**
+ * 加载状态组件（黑金主题）
+ */
+const LoadingState: React.FC<LoadingStateProps> = ({
+  message = "加载中...",
+  height = "200px",
+}) => {
+  return (
+    <Center h={height}>
+      <VStack>
+        <Spinner size="lg" color={THEME.gold} thickness="3px" />
+        <Text fontSize="sm" color={THEME.textSecondary}>
+          {message}
+        </Text>
+      </VStack>
+    </Center>
+  );
+};
+
+export default LoadingState;

src/views/Company/components/CompanyOverview/BasicInfoTab/components/ShareholderPanel.tsx

@@ -0,0 +1,60 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/ShareholderPanel.tsx
+// 股权结构 Tab Panel - 使用拆分后的子组件
+
+import React from "react";
+import { SimpleGrid, Box } from "@chakra-ui/react";
+
+import { useShareholderData } from "../../hooks/useShareholderData";
+import {
+  ActualControlCard,
+  ConcentrationCard,
+  ShareholdersTable,
+} from "../../components/shareholder";
+import TabPanelContainer from "@components/TabPanelContainer";
+
+interface ShareholderPanelProps {
+  stockCode: string;
+}
+
+/**
+ * 股权结构面板
+ * 使用拆分后的子组件：
+ * - ActualControlCard: 实际控制人卡片
+ * - ConcentrationCard: 股权集中度卡片
+ * - ShareholdersTable: 股东表格（合并版，支持十大股东和十大流通股东）
+ */
+const ShareholderPanel: React.FC<ShareholderPanelProps> = ({ stockCode }) => {
+  const {
+    actualControl,
+    concentration,
+    topShareholders,
+    topCirculationShareholders,
+    loading,
+  } = useShareholderData(stockCode);
+
+  return (
+    <TabPanelContainer loading={loading} loadingMessage="加载股权结构数据...">
+      {/* 实际控制人 + 股权集中度 左右分布 */}
+      <SimpleGrid columns={{ base: 1, lg: 2 }} spacing={6}>
+        <Box>
+          <ActualControlCard actualControl={actualControl} />
+        </Box>
+        <Box>
+          <ConcentrationCard concentration={concentration} />
+        </Box>
+      </SimpleGrid>
+
+      {/* 十大股东 + 十大流通股东 左右分布 */}
+      <SimpleGrid columns={{ base: 1, lg: 2 }} spacing={6}>
+        <Box>
+          <ShareholdersTable type="top" shareholders={topShareholders} />
+        </Box>
+        <Box>
+          <ShareholdersTable type="circulation" shareholders={topCirculationShareholders} />
+        </Box>
+      </SimpleGrid>
+    </TabPanelContainer>
+  );
+};
+
+export default ShareholderPanel;

src/views/Company/components/CompanyOverview/BasicInfoTab/components/index.ts

@@ -0,0 +1,11 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/index.ts
+// 组件导出
+
+export { default as LoadingState } from "./LoadingState";
+// TabPanelContainer 已提升为通用组件，从 @components/TabPanelContainer 导入
+export { default as TabPanelContainer } from "@components/TabPanelContainer";
+export { default as ShareholderPanel } from "./ShareholderPanel";
+export { ManagementPanel } from "./management";
+export { default as AnnouncementsPanel } from "./AnnouncementsPanel";
+export { default as BranchesPanel } from "./BranchesPanel";
+export { default as BusinessInfoPanel } from "./BusinessInfoPanel";

src/views/Company/components/CompanyOverview/BasicInfoTab/components/management/CategorySection.tsx

@@ -0,0 +1,63 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/management/CategorySection.tsx
+// 管理层分类区块组件
+
+import React, { memo } from "react";
+import {
+  Box,
+  HStack,
+  Heading,
+  Badge,
+  Icon,
+  SimpleGrid,
+} from "@chakra-ui/react";
+import type { IconType } from "react-icons";
+
+import { THEME } from "../../config";
+import ManagementCard from "./ManagementCard";
+import type { ManagementPerson, ManagementCategory } from "./types";
+
+interface CategorySectionProps {
+  category: ManagementCategory;
+  people: ManagementPerson[];
+  icon: IconType;
+  color: string;
+}
+
+const CategorySection: React.FC<CategorySectionProps> = ({
+  category,
+  people,
+  icon,
+  color,
+}) => {
+  if (people.length === 0) {
+    return null;
+  }
+
+  return (
+    <Box>
+      {/* 分类标题 */}
+      <HStack mb={4}>
+        <Icon as={icon} color={color} boxSize={5} />
+        <Heading size="sm" color={THEME.textPrimary}>
+          {category}
+        </Heading>
+        <Badge bg={THEME.gold} color="gray.900">
+          {people.length}人
+        </Badge>
+      </HStack>
+
+      {/* 人员卡片网格 */}
+      <SimpleGrid columns={{ base: 1, md: 2, lg: 3 }} spacing={4}>
+        {people.map((person, idx) => (
+          <ManagementCard
+            key={`${person.name}-${idx}`}
+            person={person}
+            categoryColor={color}
+          />
+        ))}
+      </SimpleGrid>
+    </Box>
+  );
+};
+
+export default memo(CategorySection);

src/views/Company/components/CompanyOverview/BasicInfoTab/components/management/ManagementCard.tsx

@@ -0,0 +1,100 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/management/ManagementCard.tsx
+// 管理人员卡片组件
+
+import React, { memo } from "react";
+import {
+  HStack,
+  VStack,
+  Text,
+  Icon,
+  Card,
+  CardBody,
+  Avatar,
+  Tag,
+} from "@chakra-ui/react";
+import {
+  FaVenusMars,
+  FaGraduationCap,
+  FaPassport,
+} from "react-icons/fa";
+
+import { THEME } from "../../config";
+import { formatDate } from "../../utils";
+import type { ManagementPerson } from "./types";
+
+interface ManagementCardProps {
+  person: ManagementPerson;
+  categoryColor: string;
+}
+
+const ManagementCard: React.FC<ManagementCardProps> = ({ person, categoryColor }) => {
+  const currentYear = new Date().getFullYear();
+  const age = person.birth_year ? currentYear - parseInt(person.birth_year, 10) : null;
+
+  return (
+    <Card
+      bg={THEME.tableBg}
+      border="1px solid"
+      borderColor={THEME.border}
+      size="sm"
+    >
+      <CardBody>
+        <HStack spacing={3} align="start">
+          <Avatar
+            name={person.name}
+            size="md"
+            bg={categoryColor}
+          />
+          <VStack align="start" spacing={1} flex={1}>
+            {/* 姓名和性别 */}
+            <HStack>
+              <Text fontWeight="bold" color={THEME.textPrimary}>
+                {person.name}
+              </Text>
+              {person.gender && (
+                <Icon
+                  as={FaVenusMars}
+                  color={person.gender === "男" ? "blue.400" : "pink.400"}
+                  boxSize={3}
+                />
+              )}
+            </HStack>
+
+            {/* 职位 */}
+            <Text fontSize="sm" color={THEME.goldLight}>
+              {person.position_name}
+            </Text>
+
+            {/* 标签：学历、年龄、国籍 */}
+            <HStack spacing={2} flexWrap="wrap">
+              {person.education && (
+                <Tag size="sm" bg={THEME.tableHoverBg} color={THEME.textSecondary}>
+                  <Icon as={FaGraduationCap} mr={1} boxSize={3} />
+                  {person.education}
+                </Tag>
+              )}
+              {age && (
+                <Tag size="sm" bg={THEME.tableHoverBg} color={THEME.textSecondary}>
+                  {age}岁
+                </Tag>
+              )}
+              {person.nationality && person.nationality !== "中国" && (
+                <Tag size="sm" bg="orange.600" color="white">
+                  <Icon as={FaPassport} mr={1} boxSize={3} />
+                  {person.nationality}
+                </Tag>
+              )}
+            </HStack>
+
+            {/* 任职日期 */}
+            <Text fontSize="xs" color={THEME.textSecondary}>
+              任职日期：{formatDate(person.start_date)}
+            </Text>
+          </VStack>
+        </HStack>
+      </CardBody>
+    </Card>
+  );
+};
+
+export default memo(ManagementCard);

src/views/Company/components/CompanyOverview/BasicInfoTab/components/management/ManagementPanel.tsx

@@ -0,0 +1,100 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/management/ManagementPanel.tsx
+// 管理团队 Tab Panel（重构版）
+
+import React, { useMemo } from "react";
+import {
+  FaUserTie,
+  FaCrown,
+  FaEye,
+  FaUsers,
+} from "react-icons/fa";
+
+import { useManagementData } from "../../../hooks/useManagementData";
+import { THEME } from "../../config";
+import TabPanelContainer from "@components/TabPanelContainer";
+import CategorySection from "./CategorySection";
+import type {
+  ManagementPerson,
+  ManagementCategory,
+  CategorizedManagement,
+  CategoryConfig,
+} from "./types";
+
+interface ManagementPanelProps {
+  stockCode: string;
+}
+
+/**
+ * 分类配置映射
+ */
+const CATEGORY_CONFIG: Record<ManagementCategory, CategoryConfig> = {
+  高管: { icon: FaUserTie, color: THEME.gold },
+  董事: { icon: FaCrown, color: THEME.goldLight },
+  监事: { icon: FaEye, color: "green.400" },
+  其他: { icon: FaUsers, color: THEME.textSecondary },
+};
+
+/**
+ * 分类顺序
+ */
+const CATEGORY_ORDER: ManagementCategory[] = ["高管", "董事", "监事", "其他"];
+
+/**
+ * 根据职位信息对管理人员进行分类
+ */
+const categorizeManagement = (management: ManagementPerson[]): CategorizedManagement => {
+  const categories: CategorizedManagement = {
+    高管: [],
+    董事: [],
+    监事: [],
+    其他: [],
+  };
+
+  management.forEach((person) => {
+    const positionCategory = person.position_category;
+    const positionName = person.position_name || "";
+
+    if (positionCategory === "高管" || positionName.includes("总")) {
+      categories["高管"].push(person);
+    } else if (positionCategory === "董事" || positionName.includes("董事")) {
+      categories["董事"].push(person);
+    } else if (positionCategory === "监事" || positionName.includes("监事")) {
+      categories["监事"].push(person);
+    } else {
+      categories["其他"].push(person);
+    }
+  });
+
+  return categories;
+};
+
+const ManagementPanel: React.FC<ManagementPanelProps> = ({ stockCode }) => {
+  const { management, loading } = useManagementData(stockCode);
+
+  // 使用 useMemo 缓存分类计算结果
+  const categorizedManagement = useMemo(
+    () => categorizeManagement(management as ManagementPerson[]),
+    [management]
+  );
+
+  return (
+    <TabPanelContainer loading={loading} loadingMessage="加载管理团队数据...">
+      {CATEGORY_ORDER.map((category) => {
+        const config = CATEGORY_CONFIG[category];
+        const people = categorizedManagement[category];
+
+        return (
+          <CategorySection
+            key={category}
+            category={category}
+            people={people}
+            icon={config.icon}
+            color={config.color}
+          />
+        );
+      })}
+    </TabPanelContainer>
+  );
+};
+
+export default ManagementPanel;

src/views/Company/components/CompanyOverview/BasicInfoTab/components/management/index.ts

@@ -0,0 +1,7 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/management/index.ts
+// 管理团队组件导出
+
+export { default as ManagementPanel } from "./ManagementPanel";
+export { default as ManagementCard } from "./ManagementCard";
+export { default as CategorySection } from "./CategorySection";
+export * from "./types";

src/views/Company/components/CompanyOverview/BasicInfoTab/components/management/types.ts

@@ -0,0 +1,36 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/components/management/types.ts
+// 管理团队相关类型定义
+
+import type { IconType } from "react-icons";
+
+/**
+ * 管理人员信息
+ */
+export interface ManagementPerson {
+  name: string;
+  position_name?: string;
+  position_category?: string;
+  gender?: "男" | "女";
+  education?: string;
+  birth_year?: string;
+  nationality?: string;
+  start_date?: string;
+}
+
+/**
+ * 管理层分类
+ */
+export type ManagementCategory = "高管" | "董事" | "监事" | "其他";
+
+/**
+ * 分类后的管理层数据
+ */
+export type CategorizedManagement = Record<ManagementCategory, ManagementPerson[]>;
+
+/**
+ * 分类配置项
+ */
+export interface CategoryConfig {
+  icon: IconType;
+  color: string;
+}

src/views/Company/components/CompanyOverview/BasicInfoTab/config.ts

@@ -0,0 +1,96 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/config.ts
+// Tab 配置 + 黑金主题配置
+
+import { IconType } from "react-icons";
+import {
+  FaShareAlt,
+  FaUserTie,
+  FaSitemap,
+  FaInfoCircle,
+} from "react-icons/fa";
+
+// 主题类型定义
+export interface Theme {
+  bg: string;
+  cardBg: string;
+  tableBg: string;
+  tableHoverBg: string;
+  gold: string;
+  goldLight: string;
+  textPrimary: string;
+  textSecondary: string;
+  border: string;
+  tabSelected: {
+    bg: string;
+    color: string;
+  };
+  tabUnselected: {
+    color: string;
+  };
+}
+
+// 黑金主题配置
+export const THEME: Theme = {
+  bg: "gray.900",
+  cardBg: "gray.800",
+  tableBg: "gray.700",
+  tableHoverBg: "gray.600",
+  gold: "#D4AF37",
+  goldLight: "#F0D78C",
+  textPrimary: "white",
+  textSecondary: "gray.400",
+  border: "rgba(212, 175, 55, 0.3)",
+  tabSelected: {
+    bg: "#D4AF37",
+    color: "gray.900",
+  },
+  tabUnselected: {
+    color: "#D4AF37",
+  },
+};
+
+// Tab 配置类型
+export interface TabConfig {
+  key: string;
+  name: string;
+  icon: IconType;
+  enabled: boolean;
+}
+
+// Tab 配置
+export const TAB_CONFIG: TabConfig[] = [
+  {
+    key: "shareholder",
+    name: "股权结构",
+    icon: FaShareAlt,
+    enabled: true,
+  },
+  {
+    key: "management",
+    name: "管理团队",
+    icon: FaUserTie,
+    enabled: true,
+  },
+  {
+    key: "branches",
+    name: "分支机构",
+    icon: FaSitemap,
+    enabled: true,
+  },
+  {
+    key: "business",
+    name: "工商信息",
+    icon: FaInfoCircle,
+    enabled: true,
+  },
+];
+
+// 获取启用的 Tab 列表
+export const getEnabledTabs = (enabledKeys?: string[]): TabConfig[] => {
+  if (!enabledKeys || enabledKeys.length === 0) {
+    return TAB_CONFIG.filter((tab) => tab.enabled);
+  }
+  return TAB_CONFIG.filter(
+    (tab) => tab.enabled && enabledKeys.includes(tab.key)
+  );
+};

src/views/Company/components/CompanyOverview/BasicInfoTab/index.tsx

@@ -0,0 +1,87 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/index.tsx
+// 基本信息 Tab 组件 - 使用 SubTabContainer 通用组件
+
+import React, { useMemo } from "react";
+import { Card, CardBody } from "@chakra-ui/react";
+import SubTabContainer, { type SubTabConfig } from "@components/SubTabContainer";
+
+import { THEME, TAB_CONFIG, getEnabledTabs } from "./config";
+import {
+  ShareholderPanel,
+  ManagementPanel,
+  AnnouncementsPanel,
+  BranchesPanel,
+  BusinessInfoPanel,
+} from "./components";
+
+// Props 类型定义
+export interface BasicInfoTabProps {
+  stockCode: string;
+
+  // 可配置项
+  enabledTabs?: string[];        // 指定显示哪些 Tab（通过 key）
+  defaultTabIndex?: number;      // 默认选中 Tab
+  onTabChange?: (index: number, tabKey: string) => void;
+}
+
+// Tab 组件映射
+const TAB_COMPONENTS: Record<string, React.FC<any>> = {
+  shareholder: ShareholderPanel,
+  management: ManagementPanel,
+  announcements: AnnouncementsPanel,
+  branches: BranchesPanel,
+  business: BusinessInfoPanel,
+};
+
+/**
+ * 构建 SubTabContainer 所需的 tabs 配置
+ */
+const buildTabsConfig = (enabledKeys?: string[]): SubTabConfig[] => {
+  const enabledTabs = getEnabledTabs(enabledKeys);
+  return enabledTabs.map((tab) => ({
+    key: tab.key,
+    name: tab.name,
+    icon: tab.icon,
+    component: TAB_COMPONENTS[tab.key],
+  }));
+};
+
+/**
+ * 基本信息 Tab 组件
+ *
+ * 特性：
+ * - 使用 SubTabContainer 通用组件
+ * - 可配置显示哪些 Tab（enabledTabs）
+ * - 黑金主题
+ * - 懒加载
+ * - 支持 Tab 变更回调
+ */
+const BasicInfoTab: React.FC<BasicInfoTabProps> = ({
+  stockCode,
+  enabledTabs,
+  defaultTabIndex = 0,
+  onTabChange,
+}) => {
+  // 构建 tabs 配置（缓存避免重复计算）
+  const tabs = useMemo(() => buildTabsConfig(enabledTabs), [enabledTabs]);
+
+  return (
+    <Card bg={THEME.cardBg} shadow="md" border="1px solid" borderColor={THEME.border}>
+      <CardBody p={0}>
+        <SubTabContainer
+          tabs={tabs}
+          componentProps={{ stockCode }}
+          defaultIndex={defaultTabIndex}
+          onTabChange={onTabChange}
+          themePreset="blackGold"
+        />
+      </CardBody>
+    </Card>
+  );
+};
+
+export default BasicInfoTab;
+
+// 导出配置和工具，供外部使用
+export { THEME, TAB_CONFIG, getEnabledTabs } from "./config";
+export * from "./utils";

src/views/Company/components/CompanyOverview/BasicInfoTab/utils.ts

@@ -0,0 +1,52 @@
+// src/views/Company/components/CompanyOverview/BasicInfoTab/utils.ts
+// 格式化工具函数
+
+/**
+ * 格式化百分比
+ */
+export const formatPercentage = (value: number | null | undefined): string => {
+  if (value === null || value === undefined) return "-";
+  return `${(value * 100).toFixed(2)}%`;
+};
+
+/**
+ * 格式化数字（自动转换亿/万）
+ */
+export const formatNumber = (value: number | null | undefined): string => {
+  if (value === null || value === undefined) return "-";
+  if (value >= 100000000) {
+    return `${(value / 100000000).toFixed(2)}亿`;
+  } else if (value >= 10000) {
+    return `${(value / 10000).toFixed(2)}万`;
+  }
+  return value.toLocaleString();
+};
+
+/**
+ * 格式化股数（自动转换亿股/万股）
+ */
+export const formatShares = (value: number | null | undefined): string => {
+  if (value === null || value === undefined) return "-";
+  if (value >= 100000000) {
+    return `${(value / 100000000).toFixed(2)}亿股`;
+  } else if (value >= 10000) {
+    return `${(value / 10000).toFixed(2)}万股`;
+  }
+  return `${value.toLocaleString()}股`;
+};
+
+/**
+ * 格式化日期（去掉时间部分）
+ */
+export const formatDate = (dateStr: string | null | undefined): string => {
+  if (!dateStr) return "-";
+  return dateStr.split("T")[0];
+};
+
+// 导出工具对象（兼容旧代码）
+export const formatUtils = {
+  formatPercentage,
+  formatNumber,
+  formatShares,
+  formatDate,
+};

src/views/Company/components/CompanyOverview/DeepAnalysisTab/atoms/BusinessTreeItem.tsx

@@ -0,0 +1,94 @@
+/**
+ * 业务结构树形项组件
+ *
+ * 递归显示业务结构层级
+ * 使用位置：业务结构分析卡片
+ * 黑金主题风格
+ */
+
+import React from 'react';
+import { Box, HStack, VStack, Text, Badge, Tag, TagLabel } from '@chakra-ui/react';
+import { formatPercentage, formatBusinessRevenue } from '@utils/priceFormatters';
+import type { BusinessTreeItemProps } from '../types';
+
+// 黑金主题配置
+const THEME = {
+  bg: 'gray.700',
+  gold: '#D4AF37',
+  goldLight: '#F0D78C',
+  textPrimary: '#D4AF37',
+  textSecondary: 'gray.400',
+  border: 'rgba(212, 175, 55, 0.5)',
+};
+
+const BusinessTreeItem: React.FC<BusinessTreeItemProps> = ({ business, depth = 0 }) => {
+  // 获取营收显示
+  const getRevenueDisplay = (): string => {
+    const revenue = business.revenue || business.financial_metrics?.revenue;
+    const unit = business.revenue_unit;
+    if (revenue !== undefined && revenue !== null) {
+      return formatBusinessRevenue(revenue, unit);
+    }
+    return '-';
+  };
+
+  return (
+    <Box
+      ml={depth * 6}
+      p={3}
+      bg={THEME.bg}
+      borderLeft={depth > 0 ? '4px solid' : 'none'}
+      borderLeftColor={THEME.gold}
+      borderRadius="md"
+      mb={2}
+      _hover={{ shadow: 'md', bg: 'gray.600' }}
+      transition="all 0.2s"
+    >
+      <HStack justify="space-between">
+        <VStack align="start" spacing={1}>
+          <HStack>
+            <Text fontWeight="bold" fontSize={depth === 0 ? 'md' : 'sm'} color={THEME.textPrimary}>
+              {business.business_name}
+            </Text>
+            {business.financial_metrics?.revenue_ratio &&
+              business.financial_metrics.revenue_ratio > 30 && (
+                <Badge bg={THEME.gold} color="gray.900" size="sm">
+                  核心业务
+                </Badge>
+              )}
+          </HStack>
+          <HStack spacing={4} flexWrap="wrap">
+            <Tag size="sm" bg="gray.600" color={THEME.textPrimary}>
+              营收占比: {formatPercentage(business.financial_metrics?.revenue_ratio)}
+            </Tag>
+            <Tag size="sm" bg="gray.600" color={THEME.textPrimary}>
+              毛利率: {formatPercentage(business.financial_metrics?.gross_margin)}
+            </Tag>
+            {business.growth_metrics?.revenue_growth !== undefined && (
+              <Tag
+                size="sm"
+                bg={business.growth_metrics.revenue_growth > 0 ? 'red.600' : 'green.600'}
+                color="white"
+              >
+                <TagLabel>
+                  增长: {business.growth_metrics.revenue_growth > 0 ? '+' : ''}
+                  {formatPercentage(business.growth_metrics.revenue_growth)}
+                </TagLabel>
+              </Tag>
+            )}
+          </HStack>
+        </VStack>
+        <VStack align="end" spacing={0}>
+          <Text fontSize="lg" fontWeight="bold" color={THEME.gold}>
+            {getRevenueDisplay()}
+          </Text>
+          <Text fontSize="xs" color={THEME.textSecondary}>
+            营业收入
+          </Text>
+        </VStack>
+      </HStack>
+    </Box>
+  );
+};
+
+export default BusinessTreeItem;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/atoms/DisclaimerBox.tsx

@@ -0,0 +1,24 @@
+/**
+ * 免责声明组件
+ *
+ * 显示 AI 分析内容的免责声明提示
+ * 使用位置：深度分析各 Card 底部（共 6 处）
+ */
+
+import React from 'react';
+import { Text } from '@chakra-ui/react';
+
+const DisclaimerBox: React.FC = () => {
+  return (
+    <Text
+      mb={4}
+      color="gray.500"
+      fontSize="12px"
+      lineHeight="1.5"
+    >
+      免责声明：本内容由AI模型基于新闻、公告、研报等公开信息自动分析和生成，未经许可严禁转载。所有内容仅供参考，不构成任何投资建议，请投资者注意风险，独立审慎决策。
+    </Text>
+  );
+};
+
+export default DisclaimerBox;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/atoms/KeyFactorCard.tsx

@@ -0,0 +1,128 @@
+/**
+ * 关键因素卡片组件
+ *
+ * 显示单个关键因素的详细信息
+ * 使用位置：关键因素 Accordion 内
+ * 黑金主题设计
+ */
+
+import React from 'react';
+import {
+  Card,
+  CardBody,
+  VStack,
+  HStack,
+  Text,
+  Badge,
+  Tag,
+  Icon,
+} from '@chakra-ui/react';
+import { FaArrowUp, FaArrowDown } from 'react-icons/fa';
+import type { KeyFactorCardProps, ImpactDirection } from '../types';
+
+// 黑金主题样式常量
+const THEME = {
+  cardBg: '#252D3A',
+  textColor: '#E2E8F0',
+  subtextColor: '#A0AEC0',
+} as const;
+
+/**
+ * 获取影响方向对应的颜色
+ */
+const getImpactColor = (direction?: ImpactDirection): string => {
+  const colorMap: Record<ImpactDirection, string> = {
+    positive: 'red',
+    negative: 'green',
+    neutral: 'gray',
+    mixed: 'yellow',
+  };
+  return colorMap[direction || 'neutral'] || 'gray';
+};
+
+/**
+ * 获取影响方向的中文标签
+ */
+const getImpactLabel = (direction?: ImpactDirection): string => {
+  const labelMap: Record<ImpactDirection, string> = {
+    positive: '正面',
+    negative: '负面',
+    neutral: '中性',
+    mixed: '混合',
+  };
+  return labelMap[direction || 'neutral'] || '中性';
+};
+
+const KeyFactorCard: React.FC<KeyFactorCardProps> = ({ factor }) => {
+  const impactColor = getImpactColor(factor.impact_direction);
+
+  return (
+    <Card
+      bg={THEME.cardBg}
+      border="1px solid"
+      borderColor="whiteAlpha.100"
+      size="sm"
+    >
+      <CardBody p={3}>
+        <VStack align="stretch" spacing={2}>
+          <HStack justify="space-between">
+            <Text fontWeight="medium" fontSize="sm" color={THEME.textColor}>
+              {factor.factor_name}
+            </Text>
+            <Badge
+              bg="transparent"
+              border="1px solid"
+              borderColor={`${impactColor}.400`}
+              color={`${impactColor}.400`}
+              size="sm"
+            >
+              {getImpactLabel(factor.impact_direction)}
+            </Badge>
+          </HStack>
+
+          <HStack spacing={2}>
+            <Text fontSize="lg" fontWeight="bold" color={`${impactColor}.400`}>
+              {factor.factor_value}
+              {factor.factor_unit && ` ${factor.factor_unit}`}
+            </Text>
+            {factor.year_on_year !== undefined && (
+              <Tag
+                size="sm"
+                bg="transparent"
+                border="1px solid"
+                borderColor={factor.year_on_year > 0 ? 'red.400' : 'green.400'}
+                color={factor.year_on_year > 0 ? 'red.400' : 'green.400'}
+              >
+                <Icon
+                  as={factor.year_on_year > 0 ? FaArrowUp : FaArrowDown}
+                  mr={1}
+                  boxSize={3}
+                />
+                {Math.abs(factor.year_on_year)}%
+              </Tag>
+            )}
+          </HStack>
+
+          {factor.factor_desc && (
+            <Text fontSize="xs" color={THEME.subtextColor} noOfLines={2}>
+              {factor.factor_desc}
+            </Text>
+          )}
+
+          <HStack justify="space-between">
+            <Text fontSize="xs" color={THEME.subtextColor}>
+              影响权重: {factor.impact_weight}
+            </Text>
+            {factor.report_period && (
+              <Text fontSize="xs" color={THEME.subtextColor}>
+                {factor.report_period}
+              </Text>
+            )}
+          </HStack>
+        </VStack>
+      </CardBody>
+    </Card>
+  );
+};
+
+export default KeyFactorCard;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/atoms/ProcessNavigation.tsx

@@ -0,0 +1,170 @@
+/**
+ * 产业链流程式导航组件
+ *
+ * 显示上游 → 核心 → 下游的流程式导航
+ * 带图标箭头连接符
+ */
+
+import React, { memo } from 'react';
+import { HStack, VStack, Box, Text, Icon, Badge } from '@chakra-ui/react';
+import { FaArrowRight } from 'react-icons/fa';
+
+// 黑金主题配置
+const THEME = {
+  gold: '#D4AF37',
+  textSecondary: 'gray.400',
+  upstream: {
+    active: 'orange.500',
+    activeBg: 'orange.900',
+    inactive: 'white',
+    inactiveBg: 'gray.700',
+  },
+  core: {
+    active: 'blue.500',
+    activeBg: 'blue.900',
+    inactive: 'white',
+    inactiveBg: 'gray.700',
+  },
+  downstream: {
+    active: 'green.500',
+    activeBg: 'green.900',
+    inactive: 'white',
+    inactiveBg: 'gray.700',
+  },
+};
+
+export type TabType = 'upstream' | 'core' | 'downstream';
+
+interface ProcessNavigationProps {
+  activeTab: TabType;
+  onTabChange: (tab: TabType) => void;
+  upstreamCount: number;
+  coreCount: number;
+  downstreamCount: number;
+}
+
+interface NavItemProps {
+  label: string;
+  subtitle: string;
+  count: number;
+  isActive: boolean;
+  colorKey: 'upstream' | 'core' | 'downstream';
+  onClick: () => void;
+}
+
+const NavItem: React.FC<NavItemProps> = memo(({
+  label,
+  subtitle,
+  count,
+  isActive,
+  colorKey,
+  onClick,
+}) => {
+  const colors = THEME[colorKey];
+
+  return (
+    <Box
+      px={4}
+      py={2}
+      borderRadius="lg"
+      cursor="pointer"
+      bg={isActive ? colors.activeBg : colors.inactiveBg}
+      borderWidth={2}
+      borderColor={isActive ? colors.active : 'gray.600'}
+      onClick={onClick}
+      transition="all 0.2s"
+      _hover={{
+        borderColor: colors.active,
+        transform: 'translateY(-2px)',
+      }}
+    >
+      <VStack spacing={1} align="center">
+        <HStack spacing={2}>
+          <Text
+            fontWeight={isActive ? 'bold' : 'medium'}
+            color={isActive ? colors.active : colors.inactive}
+            fontSize="sm"
+          >
+            {label}
+          </Text>
+          <Badge
+            bg={isActive ? colors.active : 'gray.600'}
+            color="white"
+            borderRadius="full"
+            px={2}
+            fontSize="xs"
+          >
+            {count}
+          </Badge>
+        </HStack>
+        <Text
+          fontSize="xs"
+          color={THEME.textSecondary}
+        >
+          {subtitle}
+        </Text>
+      </VStack>
+    </Box>
+  );
+});
+
+NavItem.displayName = 'NavItem';
+
+const ProcessNavigation: React.FC<ProcessNavigationProps> = memo(({
+  activeTab,
+  onTabChange,
+  upstreamCount,
+  coreCount,
+  downstreamCount,
+}) => {
+  return (
+    <HStack
+      spacing={2}
+      flexWrap="wrap"
+      gap={2}
+    >
+      <NavItem
+        label="上游供应链"
+        subtitle="原材料与供应商"
+        count={upstreamCount}
+        isActive={activeTab === 'upstream'}
+        colorKey="upstream"
+        onClick={() => onTabChange('upstream')}
+      />
+
+      <Icon
+        as={FaArrowRight}
+        color={THEME.textSecondary}
+        boxSize={4}
+      />
+
+      <NavItem
+        label="核心企业"
+        subtitle="公司主体与产品"
+        count={coreCount}
+        isActive={activeTab === 'core'}
+        colorKey="core"
+        onClick={() => onTabChange('core')}
+      />
+
+      <Icon
+        as={FaArrowRight}
+        color={THEME.textSecondary}
+        boxSize={4}
+      />
+
+      <NavItem
+        label="下游客户"
+        subtitle="客户与终端市场"
+        count={downstreamCount}
+        isActive={activeTab === 'downstream'}
+        colorKey="downstream"
+        onClick={() => onTabChange('downstream')}
+      />
+    </HStack>
+  );
+});
+
+ProcessNavigation.displayName = 'ProcessNavigation';
+
+export default ProcessNavigation;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/atoms/ScoreBar.tsx

@@ -0,0 +1,51 @@
+/**
+ * 评分进度条组件
+ *
+ * 显示带图标的评分进度条
+ * 使用位置：竞争力分析区域（共 8 处）
+ */
+
+import React from 'react';
+import { Box, HStack, Text, Badge, Progress, Icon } from '@chakra-ui/react';
+import type { ScoreBarProps } from '../types';
+
+/**
+ * 根据分数百分比获取颜色方案
+ */
+const getColorScheme = (percentage: number): string => {
+  if (percentage >= 80) return 'purple';
+  if (percentage >= 60) return 'blue';
+  if (percentage >= 40) return 'yellow';
+  return 'orange';
+};
+
+const ScoreBar: React.FC<ScoreBarProps> = ({ label, score, icon }) => {
+  const percentage = ((score || 0) / 100) * 100;
+  const colorScheme = getColorScheme(percentage);
+
+  return (
+    <Box>
+      <HStack justify="space-between" mb={1}>
+        <HStack>
+          {icon && (
+            <Icon as={icon} boxSize={4} color={`${colorScheme}.500`} />
+          )}
+          <Text fontSize="sm" fontWeight="medium">
+            {label}
+          </Text>
+        </HStack>
+        <Badge colorScheme={colorScheme}>{score || 0}</Badge>
+      </HStack>
+      <Progress
+        value={percentage}
+        size="sm"
+        colorScheme={colorScheme}
+        borderRadius="full"
+        hasStripe
+        isAnimated
+      />
+    </Box>
+  );
+};
+
+export default ScoreBar;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/atoms/ValueChainFilterBar.tsx

@@ -0,0 +1,151 @@
+/**
+ * 产业链筛选栏组件
+ *
+ * 提供类型筛选、重要度筛选和视图切换功能
+ */
+
+import React, { memo } from 'react';
+import {
+  HStack,
+  Select,
+  Tabs,
+  TabList,
+  Tab,
+} from '@chakra-ui/react';
+
+// 黑金主题配置
+const THEME = {
+  gold: '#D4AF37',
+  textPrimary: '#D4AF37',
+  textSecondary: 'gray.400',
+  inputBg: 'gray.700',
+  inputBorder: 'gray.600',
+};
+
+export type ViewMode = 'hierarchy' | 'flow';
+
+// 节点类型选项
+const TYPE_OPTIONS = [
+  { value: 'all', label: '全部类型' },
+  { value: 'company', label: '公司' },
+  { value: 'supplier', label: '供应商' },
+  { value: 'customer', label: '客户' },
+  { value: 'regulator', label: '监管机构' },
+  { value: 'product', label: '产品' },
+  { value: 'service', label: '服务' },
+  { value: 'channel', label: '渠道' },
+  { value: 'raw_material', label: '原材料' },
+  { value: 'end_user', label: '终端用户' },
+];
+
+// 重要度选项
+const IMPORTANCE_OPTIONS = [
+  { value: 'all', label: '全部重要度' },
+  { value: 'high', label: '高 (≥80)' },
+  { value: 'medium', label: '中 (50-79)' },
+  { value: 'low', label: '低 (<50)' },
+];
+
+interface ValueChainFilterBarProps {
+  typeFilter: string;
+  onTypeChange: (value: string) => void;
+  importanceFilter: string;
+  onImportanceChange: (value: string) => void;
+  viewMode: ViewMode;
+  onViewModeChange: (value: ViewMode) => void;
+}
+
+const ValueChainFilterBar: React.FC<ValueChainFilterBarProps> = memo(({
+  typeFilter,
+  onTypeChange,
+  importanceFilter,
+  onImportanceChange,
+  viewMode,
+  onViewModeChange,
+}) => {
+  return (
+    <HStack
+      spacing={3}
+      flexWrap="wrap"
+      gap={3}
+    >
+      {/* 左侧筛选区 */}
+      {/* <HStack spacing={3}>
+        <Select
+          value={typeFilter}
+          onChange={(e) => onTypeChange(e.target.value)}
+          size="sm"
+          w="140px"
+          bg={THEME.inputBg}
+          borderColor={THEME.inputBorder}
+          color={THEME.textPrimary}
+          _hover={{ borderColor: THEME.gold }}
+          _focus={{ borderColor: THEME.gold, boxShadow: 'none' }}
+        >
+          {TYPE_OPTIONS.map((opt) => (
+            <option key={opt.value} value={opt.value} style={{ background: '#2D3748' }}>
+              {opt.label}
+            </option>
+          ))}
+        </Select>
+
+        <Select
+          value={importanceFilter}
+          onChange={(e) => onImportanceChange(e.target.value)}
+          size="sm"
+          w="140px"
+          bg={THEME.inputBg}
+          borderColor={THEME.inputBorder}
+          color={THEME.textPrimary}
+          _hover={{ borderColor: THEME.gold }}
+          _focus={{ borderColor: THEME.gold, boxShadow: 'none' }}
+        >
+          {IMPORTANCE_OPTIONS.map((opt) => (
+            <option key={opt.value} value={opt.value} style={{ background: '#2D3748' }}>
+              {opt.label}
+            </option>
+          ))}
+        </Select>
+      </HStack> */}
+
+      {/* 右侧视图切换 */}
+      <Tabs
+        index={viewMode === 'hierarchy' ? 0 : 1}
+        onChange={(index) => onViewModeChange(index === 0 ? 'hierarchy' : 'flow')}
+        variant="soft-rounded"
+        size="sm"
+      >
+        <TabList>
+          <Tab
+            color={THEME.textSecondary}
+            _selected={{
+              bg: THEME.gold,
+              color: 'gray.900',
+            }}
+            _hover={{
+              bg: 'gray.600',
+            }}
+          >
+            层级视图
+          </Tab>
+          <Tab
+            color={THEME.textSecondary}
+            _selected={{
+              bg: THEME.gold,
+              color: 'gray.900',
+            }}
+            _hover={{
+              bg: 'gray.600',
+            }}
+          >
+            流向关系
+          </Tab>
+        </TabList>
+      </Tabs>
+    </HStack>
+  );
+});
+
+ValueChainFilterBar.displayName = 'ValueChainFilterBar';
+
+export default ValueChainFilterBar;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/atoms/index.ts

@@ -0,0 +1,14 @@
+/**
+ * 原子组件导出
+ *
+ * DeepAnalysisTab 内部使用的基础 UI 组件
+ */
+
+export { default as DisclaimerBox } from './DisclaimerBox';
+export { default as ScoreBar } from './ScoreBar';
+export { default as BusinessTreeItem } from './BusinessTreeItem';
+export { default as KeyFactorCard } from './KeyFactorCard';
+export { default as ProcessNavigation } from './ProcessNavigation';
+export { default as ValueChainFilterBar } from './ValueChainFilterBar';
+export type { TabType } from './ProcessNavigation';
+export type { ViewMode } from './ValueChainFilterBar';

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/BusinessSegmentsCard.tsx

@@ -0,0 +1,169 @@
+/**
+ * 业务板块详情卡片
+ *
+ * 显示公司各业务板块的详细信息
+ * 黑金主题风格
+ */
+
+import React from 'react';
+import {
+  Card,
+  CardBody,
+  CardHeader,
+  VStack,
+  HStack,
+  Text,
+  Heading,
+  Badge,
+  Box,
+  Icon,
+  SimpleGrid,
+  Button,
+} from '@chakra-ui/react';
+import { FaIndustry, FaExpandAlt, FaCompressAlt } from 'react-icons/fa';
+import type { BusinessSegment } from '../types';
+
+// 黑金主题配置
+const THEME = {
+  cardBg: 'gray.800',
+  innerCardBg: 'gray.700',
+  gold: '#D4AF37',
+  goldLight: '#F0D78C',
+  textPrimary: '#D4AF37',
+  textSecondary: 'gray.400',
+  border: 'rgba(212, 175, 55, 0.3)',
+};
+
+interface BusinessSegmentsCardProps {
+  businessSegments: BusinessSegment[];
+  expandedSegments: Record<number, boolean>;
+  onToggleSegment: (index: number) => void;
+  cardBg?: string;
+}
+
+const BusinessSegmentsCard: React.FC<BusinessSegmentsCardProps> = ({
+  businessSegments,
+  expandedSegments,
+  onToggleSegment,
+}) => {
+  if (!businessSegments || businessSegments.length === 0) return null;
+
+  return (
+    <Card bg={THEME.cardBg} shadow="md">
+      <CardHeader>
+        <HStack>
+          <Icon as={FaIndustry} color={THEME.gold} />
+          <Heading size="sm" color={THEME.textPrimary}>业务板块详情</Heading>
+          <Badge bg={THEME.gold} color="gray.900">{businessSegments.length} 个板块</Badge>
+        </HStack>
+      </CardHeader>
+      <CardBody px={2}>
+        <SimpleGrid columns={{ base: 1, md: 2, lg: 3 }} spacing={4}>
+          {businessSegments.map((segment, idx) => {
+            const isExpanded = expandedSegments[idx];
+
+            return (
+              <Card key={idx} bg={THEME.innerCardBg}>
+                <CardBody px={2}>
+                  <VStack align="stretch" spacing={3}>
+                    <HStack justify="space-between">
+                      <Text fontWeight="bold" fontSize="md" color={THEME.textPrimary}>
+                        {segment.segment_name}
+                      </Text>
+                      <Button
+                        size="sm"
+                        variant="ghost"
+                        leftIcon={
+                          <Icon as={isExpanded ? FaCompressAlt : FaExpandAlt} />
+                        }
+                        onClick={() => onToggleSegment(idx)}
+                        color={THEME.gold}
+                        _hover={{ bg: 'gray.600' }}
+                      >
+                        {isExpanded ? '折叠' : '展开'}
+                      </Button>
+                    </HStack>
+
+                    <Box>
+                      <Text fontSize="xs" color={THEME.textSecondary} mb={1}>
+                        业务描述
+                      </Text>
+                      <Text
+                        fontSize="sm"
+                        color={THEME.textPrimary}
+                        noOfLines={isExpanded ? undefined : 3}
+                      >
+                        {segment.segment_description || '暂无描述'}
+                      </Text>
+                    </Box>
+
+                    <Box>
+                      <Text fontSize="xs" color={THEME.textSecondary} mb={1}>
+                        竞争地位
+                      </Text>
+                      <Text
+                        fontSize="sm"
+                        color={THEME.textPrimary}
+                        noOfLines={isExpanded ? undefined : 2}
+                      >
+                        {segment.competitive_position || '暂无数据'}
+                      </Text>
+                    </Box>
+
+                    <Box>
+                      <Text fontSize="xs" color={THEME.textSecondary} mb={1}>
+                        未来潜力
+                      </Text>
+                      <Text
+                        fontSize="sm"
+                        noOfLines={isExpanded ? undefined : 2}
+                        color={THEME.goldLight}
+                      >
+                        {segment.future_potential || '暂无数据'}
+                      </Text>
+                    </Box>
+
+                    {isExpanded && segment.key_products && (
+                      <Box>
+                        <Text fontSize="xs" color={THEME.textSecondary} mb={1}>
+                          主要产品
+                        </Text>
+                        <Text fontSize="sm" color="green.300">
+                          {segment.key_products}
+                        </Text>
+                      </Box>
+                    )}
+
+                    {isExpanded && segment.market_share !== undefined && (
+                      <Box>
+                        <Text fontSize="xs" color={THEME.textSecondary} mb={1}>
+                          市场份额
+                        </Text>
+                        <Badge bg="purple.600" color="white" fontSize="sm">
+                          {segment.market_share}%
+                        </Badge>
+                      </Box>
+                    )}
+
+                    {isExpanded && segment.revenue_contribution !== undefined && (
+                      <Box>
+                        <Text fontSize="xs" color={THEME.textSecondary} mb={1}>
+                          营收贡献
+                        </Text>
+                        <Badge bg={THEME.gold} color="gray.900" fontSize="sm">
+                          {segment.revenue_contribution}%
+                        </Badge>
+                      </Box>
+                    )}
+                  </VStack>
+                </CardBody>
+              </Card>
+            );
+          })}
+        </SimpleGrid>
+      </CardBody>
+    </Card>
+  );
+};
+
+export default BusinessSegmentsCard;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/BusinessStructureCard.tsx

@@ -0,0 +1,65 @@
+/**
+ * 业务结构分析卡片
+ *
+ * 显示公司业务结构树形图
+ * 黑金主题风格
+ */
+
+import React from 'react';
+import {
+  Card,
+  CardBody,
+  CardHeader,
+  VStack,
+  HStack,
+  Heading,
+  Badge,
+  Icon,
+} from '@chakra-ui/react';
+import { FaChartPie } from 'react-icons/fa';
+import { BusinessTreeItem } from '../atoms';
+import type { BusinessStructure } from '../types';
+
+// 黑金主题配置
+const THEME = {
+  cardBg: 'gray.800',
+  gold: '#D4AF37',
+  textPrimary: '#D4AF37',
+  border: 'rgba(212, 175, 55, 0.3)',
+};
+
+interface BusinessStructureCardProps {
+  businessStructure: BusinessStructure[];
+  cardBg?: string;
+}
+
+const BusinessStructureCard: React.FC<BusinessStructureCardProps> = ({
+  businessStructure,
+}) => {
+  if (!businessStructure || businessStructure.length === 0) return null;
+
+  return (
+    <Card bg={THEME.cardBg} shadow="md">
+      <CardHeader>
+        <HStack>
+          <Icon as={FaChartPie} color={THEME.gold} />
+          <Heading size="sm" color={THEME.textPrimary}>业务结构分析</Heading>
+          <Badge bg={THEME.gold} color="gray.900">{businessStructure[0]?.report_period}</Badge>
+        </HStack>
+      </CardHeader>
+      <CardBody px={0}>
+        <VStack spacing={3} align="stretch">
+          {businessStructure.map((business, idx) => (
+            <BusinessTreeItem
+              key={idx}
+              business={business}
+              depth={business.business_level - 1}
+            />
+          ))}
+        </VStack>
+      </CardBody>
+    </Card>
+  );
+};
+
+export default BusinessStructureCard;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/CompetitiveAnalysisCard.tsx

@@ -0,0 +1,295 @@
+/**
+ * 竞争地位分析卡片
+ *
+ * 显示竞争力评分、雷达图和竞争分析
+ * 包含行业排名弹窗功能
+ */
+
+import React, { memo, useMemo } from 'react';
+import {
+  Card,
+  CardBody,
+  CardHeader,
+  VStack,
+  HStack,
+  Text,
+  Heading,
+  Badge,
+  Tag,
+  TagLabel,
+  Grid,
+  GridItem,
+  Box,
+  Icon,
+  Divider,
+  SimpleGrid,
+  Button,
+  Modal,
+  ModalOverlay,
+  ModalContent,
+  ModalHeader,
+  ModalBody,
+  ModalCloseButton,
+  useDisclosure,
+} from '@chakra-ui/react';
+import {
+  FaTrophy,
+  FaCog,
+  FaStar,
+  FaChartLine,
+  FaDollarSign,
+  FaFlask,
+  FaShieldAlt,
+  FaRocket,
+  FaUsers,
+  FaExternalLinkAlt,
+} from 'react-icons/fa';
+import ReactECharts from 'echarts-for-react';
+import { ScoreBar } from '../atoms';
+import { getRadarChartOption } from '../utils/chartOptions';
+import { IndustryRankingView } from '../../../FinancialPanorama/components';
+import type { ComprehensiveData, CompetitivePosition, IndustryRankData } from '../types';
+
+// 黑金主题弹窗样式
+const MODAL_STYLES = {
+  content: {
+    bg: 'gray.900',
+    borderColor: 'rgba(212, 175, 55, 0.3)',
+    borderWidth: '1px',
+    maxW: '900px',
+  },
+  header: {
+    color: 'yellow.500',
+    borderBottomColor: 'rgba(212, 175, 55, 0.2)',
+    borderBottomWidth: '1px',
+  },
+  closeButton: {
+    color: 'yellow.500',
+    _hover: { bg: 'rgba(212, 175, 55, 0.1)' },
+  },
+} as const;
+
+// 样式常量 - 避免每次渲染创建新对象
+const CARD_STYLES = {
+  bg: 'transparent',
+  shadow: 'md',
+} as const;
+
+const CONTENT_BOX_STYLES = {
+  p: 4,
+  border: '1px solid',
+  borderColor: 'yellow.600',
+  borderRadius: 'md',
+} as const;
+
+const GRID_COLSPAN = { base: 2, lg: 1 } as const;
+const CHART_STYLE = { height: '320px' } as const;
+
+interface CompetitiveAnalysisCardProps {
+  comprehensiveData: ComprehensiveData;
+  industryRankData?: IndustryRankData[];
+}
+
+// 竞争对手标签组件
+interface CompetitorTagsProps {
+  competitors: string[];
+}
+
+const CompetitorTags = memo<CompetitorTagsProps>(({ competitors }) => (
+  <Box mb={4}>
+    <Text fontWeight="bold" fontSize="sm" mb={2} color="yellow.500">
+      主要竞争对手
+    </Text>
+    <HStack spacing={2} flexWrap="wrap">
+      {competitors.map((competitor, idx) => (
+        <Tag
+          key={idx}
+          size="md"
+          variant="outline"
+          borderColor="yellow.600"
+          color="yellow.500"
+          borderRadius="full"
+        >
+          <Icon as={FaUsers} mr={1} />
+          <TagLabel>{competitor}</TagLabel>
+        </Tag>
+      ))}
+    </HStack>
+  </Box>
+));
+
+CompetitorTags.displayName = 'CompetitorTags';
+
+// 评分区域组件
+interface ScoreSectionProps {
+  scores: CompetitivePosition['scores'];
+}
+
+const ScoreSection = memo<ScoreSectionProps>(({ scores }) => (
+  <VStack spacing={4} align="stretch">
+    <ScoreBar label="市场地位" score={scores?.market_position} icon={FaTrophy} />
+    <ScoreBar label="技术实力" score={scores?.technology} icon={FaCog} />
+    <ScoreBar label="品牌价值" score={scores?.brand} icon={FaStar} />
+    <ScoreBar label="运营效率" score={scores?.operation} icon={FaChartLine} />
+    <ScoreBar label="财务健康" score={scores?.finance} icon={FaDollarSign} />
+    <ScoreBar label="创新能力" score={scores?.innovation} icon={FaFlask} />
+    <ScoreBar label="风险控制" score={scores?.risk} icon={FaShieldAlt} />
+    <ScoreBar label="成长潜力" score={scores?.growth} icon={FaRocket} />
+  </VStack>
+));
+
+ScoreSection.displayName = 'ScoreSection';
+
+// 竞争优劣势组件
+interface AdvantagesSectionProps {
+  advantages?: string;
+  disadvantages?: string;
+}
+
+const AdvantagesSection = memo<AdvantagesSectionProps>(
+  ({ advantages, disadvantages }) => (
+    <SimpleGrid columns={{ base: 1, md: 2 }} spacing={4}>
+      <Box {...CONTENT_BOX_STYLES}>
+        <Text fontWeight="bold" fontSize="sm" mb={2} color="green.400">
+          竞争优势
+        </Text>
+        <Text fontSize="sm" color="white">
+          {advantages || '暂无数据'}
+        </Text>
+      </Box>
+      <Box {...CONTENT_BOX_STYLES}>
+        <Text fontWeight="bold" fontSize="sm" mb={2} color="red.400">
+          竞争劣势
+        </Text>
+        <Text fontSize="sm" color="white">
+          {disadvantages || '暂无数据'}
+        </Text>
+      </Box>
+    </SimpleGrid>
+  )
+);
+
+AdvantagesSection.displayName = 'AdvantagesSection';
+
+const CompetitiveAnalysisCard: React.FC<CompetitiveAnalysisCardProps> = memo(
+  ({ comprehensiveData, industryRankData }) => {
+    const competitivePosition = comprehensiveData.competitive_position;
+    const { isOpen, onOpen, onClose } = useDisclosure();
+
+    if (!competitivePosition) return null;
+
+    // 缓存雷达图配置
+    const radarOption = useMemo(
+      () => getRadarChartOption(comprehensiveData),
+      [comprehensiveData]
+    );
+
+    // 缓存竞争对手列表
+    const competitors = useMemo(
+      () =>
+        competitivePosition.analysis?.main_competitors
+          ?.split(',')
+          .map((c) => c.trim()) || [],
+      [competitivePosition.analysis?.main_competitors]
+    );
+
+    // 判断是否有行业排名数据可展示
+    const hasIndustryRankData = industryRankData && industryRankData.length > 0;
+
+    return (
+      <>
+        <Card {...CARD_STYLES}>
+          <CardHeader>
+            <HStack>
+              <Icon as={FaTrophy} color="yellow.500" />
+              <Heading size="sm" color="yellow.500">竞争地位分析</Heading>
+              {competitivePosition.ranking && (
+                <Badge
+                  ml={2}
+                  bg="transparent"
+                  border="1px solid"
+                  borderColor="yellow.600"
+                  color="yellow.500"
+                  cursor={hasIndustryRankData ? 'pointer' : 'default'}
+                  onClick={hasIndustryRankData ? onOpen : undefined}
+                  _hover={hasIndustryRankData ? { bg: 'rgba(212, 175, 55, 0.1)' } : undefined}
+                >
+                  行业排名 {competitivePosition.ranking.industry_rank}/
+                  {competitivePosition.ranking.total_companies}
+                </Badge>
+              )}
+              {hasIndustryRankData && (
+                <Button
+                  size="xs"
+                  variant="ghost"
+                  color="yellow.500"
+                  rightIcon={<Icon as={FaExternalLinkAlt} boxSize={3} />}
+                  onClick={onOpen}
+                  _hover={{ bg: 'rgba(212, 175, 55, 0.1)' }}
+                >
+                  查看详情
+                </Button>
+              )}
+            </HStack>
+          </CardHeader>
+          <CardBody>
+            {/* 主要竞争对手 */}
+            {competitors.length > 0 && <CompetitorTags competitors={competitors} />}
+
+            {/* 评分和雷达图 */}
+            <Grid templateColumns="repeat(2, 1fr)" gap={6}>
+              <GridItem colSpan={GRID_COLSPAN}>
+                <ScoreSection scores={competitivePosition.scores} />
+              </GridItem>
+
+              <GridItem colSpan={GRID_COLSPAN}>
+                {radarOption && (
+                  <ReactECharts
+                    option={radarOption}
+                    style={CHART_STYLE}
+                    theme="dark"
+                  />
+                )}
+              </GridItem>
+            </Grid>
+
+            <Divider my={4} borderColor="yellow.600" />
+
+            {/* 竞争优势和劣势 */}
+            <AdvantagesSection
+              advantages={competitivePosition.analysis?.competitive_advantages}
+              disadvantages={competitivePosition.analysis?.competitive_disadvantages}
+            />
+          </CardBody>
+        </Card>
+
+        {/* 行业排名弹窗 - 黑金主题 */}
+        <Modal isOpen={isOpen} onClose={onClose} size="4xl" scrollBehavior="inside">
+          <ModalOverlay bg="blackAlpha.700" />
+          <ModalContent {...MODAL_STYLES.content}>
+            <ModalHeader {...MODAL_STYLES.header}>
+              <HStack>
+                <Icon as={FaTrophy} color="yellow.500" />
+                <Text>行业排名详情</Text>
+              </HStack>
+            </ModalHeader>
+            <ModalCloseButton {...MODAL_STYLES.closeButton} />
+            <ModalBody py={4}>
+              {hasIndustryRankData && (
+                <IndustryRankingView
+                  industryRank={industryRankData}
+                  bgColor="gray.800"
+                  borderColor="rgba(212, 175, 55, 0.3)"
+                />
+              )}
+            </ModalBody>
+          </ModalContent>
+        </Modal>
+      </>
+    );
+  }
+);
+
+CompetitiveAnalysisCard.displayName = 'CompetitiveAnalysisCard';
+
+export default CompetitiveAnalysisCard;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/CorePositioningCard/atoms/HighlightCard.tsx

@@ -0,0 +1,54 @@
+/**
+ * 投资亮点卡片组件
+ */
+
+import React, { memo } from 'react';
+import { Box, HStack, VStack, Icon, Text } from '@chakra-ui/react';
+import { FaUsers } from 'react-icons/fa';
+import { THEME, ICON_MAP, HIGHLIGHT_HOVER_STYLES } from '../theme';
+import type { InvestmentHighlightItem } from '../../../types';
+
+interface HighlightCardProps {
+  highlight: InvestmentHighlightItem;
+}
+
+export const HighlightCard = memo<HighlightCardProps>(({ highlight }) => {
+  const IconComponent = ICON_MAP[highlight.icon] || FaUsers;
+
+  return (
+    <Box
+      p={4}
+      bg={THEME.light.cardBg}
+      borderRadius="lg"
+      border="1px solid"
+      borderColor="whiteAlpha.100"
+      {...HIGHLIGHT_HOVER_STYLES}
+      transition="border-color 0.2s"
+    >
+      <HStack spacing={3} align="flex-start">
+        <Box
+          p={2}
+          bg="whiteAlpha.100"
+          borderRadius="md"
+          color={THEME.light.titleColor}
+        >
+          <Icon as={IconComponent} boxSize={4} />
+        </Box>
+        <VStack align="start" spacing={1} flex={1}>
+          <Text fontWeight="bold" color={THEME.light.textColor} fontSize="sm">
+            {highlight.title}
+          </Text>
+          <Text
+            fontSize="xs"
+            color={THEME.light.subtextColor}
+            lineHeight="tall"
+          >
+            {highlight.description}
+          </Text>
+        </VStack>
+      </HStack>
+    </Box>
+  );
+});
+
+HighlightCard.displayName = 'HighlightCard';

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/CorePositioningCard/atoms/ModelBlock.tsx

@@ -0,0 +1,47 @@
+/**
+ * 商业模式板块组件
+ */
+
+import React, { memo } from 'react';
+import { Box, VStack, HStack, Text, Tag, Divider } from '@chakra-ui/react';
+import { THEME } from '../theme';
+import type { BusinessModelSection } from '../../../types';
+
+interface ModelBlockProps {
+  section: BusinessModelSection;
+  isLast?: boolean;
+}
+
+export const ModelBlock = memo<ModelBlockProps>(({ section, isLast }) => (
+  <Box>
+    <VStack align="start" spacing={2}>
+      <Text fontWeight="bold" color={THEME.light.textColor} fontSize="sm">
+        {section.title}
+      </Text>
+      <Text fontSize="xs" color={THEME.light.subtextColor} lineHeight="tall">
+        {section.description}
+      </Text>
+      {section.tags && section.tags.length > 0 && (
+        <HStack spacing={2} flexWrap="wrap" mt={1}>
+          {section.tags.map((tag, idx) => (
+            <Tag
+              key={idx}
+              size="sm"
+              bg={THEME.light.tagBg}
+              color={THEME.light.tagColor}
+              borderRadius="full"
+              px={3}
+              py={1}
+              fontSize="xs"
+            >
+              {tag}
+            </Tag>
+          ))}
+        </HStack>
+      )}
+    </VStack>
+    {!isLast && <Divider my={4} borderColor="whiteAlpha.100" />}
+  </Box>
+));
+
+ModelBlock.displayName = 'ModelBlock';

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/CorePositioningCard/atoms/SectionHeader.tsx

@@ -0,0 +1,27 @@
+/**
+ * 区域标题组件
+ */
+
+import React, { memo } from 'react';
+import { HStack, Icon, Text } from '@chakra-ui/react';
+import type { IconType } from 'react-icons';
+import { THEME } from '../theme';
+
+interface SectionHeaderProps {
+  icon: IconType;
+  title: string;
+  color?: string;
+}
+
+export const SectionHeader = memo<SectionHeaderProps>(
+  ({ icon, title, color = THEME.dark.titleColor }) => (
+    <HStack spacing={2} mb={4}>
+      <Icon as={icon} color={color} boxSize={4} />
+      <Text fontWeight="bold" color={color} fontSize="md">
+        {title}
+      </Text>
+    </HStack>
+  )
+);
+
+SectionHeader.displayName = 'SectionHeader';

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/CorePositioningCard/atoms/index.ts

@@ -0,0 +1,7 @@
+/**
+ * CorePositioningCard 原子组件统一导出
+ */
+
+export { SectionHeader } from './SectionHeader';
+export { HighlightCard } from './HighlightCard';
+export { ModelBlock } from './ModelBlock';

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/CorePositioningCard/index.tsx

@@ -0,0 +1,204 @@
+/**
+ * 核心定位卡片
+ *
+ * 显示公司的核心定位、投资亮点和商业模式
+ * 黑金主题设计
+ */
+
+import React, { memo, useMemo } from 'react';
+import {
+  Card,
+  CardBody,
+  VStack,
+  Text,
+  Box,
+  Grid,
+  GridItem,
+} from '@chakra-ui/react';
+import { FaCrown, FaStar, FaBriefcase } from 'react-icons/fa';
+import type {
+  QualitativeAnalysis,
+  InvestmentHighlightItem,
+} from '../../types';
+import {
+  THEME,
+  CARD_STYLES,
+  GRID_COLUMNS,
+  BORDER_RIGHT_RESPONSIVE,
+} from './theme';
+import { SectionHeader, HighlightCard, ModelBlock } from './atoms';
+
+// ==================== 主组件 ====================
+
+interface CorePositioningCardProps {
+  qualitativeAnalysis: QualitativeAnalysis;
+  cardBg?: string;
+}
+
+const CorePositioningCard: React.FC<CorePositioningCardProps> = memo(
+  ({ qualitativeAnalysis }) => {
+    const corePositioning = qualitativeAnalysis.core_positioning;
+
+    // 判断是否有结构化数据
+    const hasStructuredData = useMemo(
+      () =>
+        !!(
+          corePositioning?.features?.length ||
+          (Array.isArray(corePositioning?.investment_highlights) &&
+            corePositioning.investment_highlights.length > 0) ||
+          corePositioning?.business_model_sections?.length
+        ),
+      [corePositioning]
+    );
+
+    // 如果没有结构化数据，使用旧的文本格式渲染
+    if (!hasStructuredData) {
+      return (
+        <Card {...CARD_STYLES}>
+          <CardBody>
+            <VStack spacing={4} align="stretch">
+              <SectionHeader icon={FaCrown} title="核心定位" />
+              {corePositioning?.one_line_intro && (
+                <Box
+                  p={4}
+                  bg={THEME.dark.cardBg}
+                  borderRadius="lg"
+                  borderLeft="4px solid"
+                  borderColor={THEME.dark.border}
+                >
+                  <Text color={THEME.dark.textColor} fontWeight="medium">
+                    {corePositioning.one_line_intro}
+                  </Text>
+                </Box>
+              )}
+              <Grid templateColumns={GRID_COLUMNS.twoColumnMd} gap={4}>
+                <GridItem>
+                  <Box p={4} bg={THEME.light.cardBg} borderRadius="lg">
+                    <SectionHeader icon={FaStar} title="投资亮点" />
+                    <Text
+                      fontSize="sm"
+                      color={THEME.light.subtextColor}
+                      whiteSpace="pre-wrap"
+                    >
+                      {corePositioning?.investment_highlights_text ||
+                        (typeof corePositioning?.investment_highlights === 'string'
+                          ? corePositioning.investment_highlights
+                          : '暂无数据')}
+                    </Text>
+                  </Box>
+                </GridItem>
+                <GridItem>
+                  <Box p={4} bg={THEME.light.cardBg} borderRadius="lg">
+                    <SectionHeader icon={FaBriefcase} title="商业模式" />
+                    <Text
+                      fontSize="sm"
+                      color={THEME.light.subtextColor}
+                      whiteSpace="pre-wrap"
+                    >
+                      {corePositioning?.business_model_desc || '暂无数据'}
+                    </Text>
+                  </Box>
+                </GridItem>
+              </Grid>
+            </VStack>
+          </CardBody>
+        </Card>
+      );
+    }
+
+    // 结构化数据渲染 - 缓存数组计算
+    const highlights = useMemo(
+      () =>
+        (Array.isArray(corePositioning?.investment_highlights)
+          ? corePositioning.investment_highlights
+          : []) as InvestmentHighlightItem[],
+      [corePositioning?.investment_highlights]
+    );
+
+    const businessSections = useMemo(
+      () => corePositioning?.business_model_sections || [],
+      [corePositioning?.business_model_sections]
+    );
+
+    return (
+      <Card {...CARD_STYLES}>
+        <CardBody p={0}>
+          <VStack spacing={0} align="stretch">
+            {/* 核心定位区域（深色背景） */}
+            <Box p={6} bg={THEME.dark.bg}>
+              <SectionHeader icon={FaCrown} title="核心定位" />
+
+              {/* 一句话介绍 */}
+              {corePositioning?.one_line_intro && (
+                <Box
+                  p={4}
+                  bg={THEME.dark.cardBg}
+                  borderRadius="lg"
+                  borderLeft="4px solid"
+                  borderColor={THEME.dark.border}
+                >
+                  <Text color={THEME.dark.textColor} fontWeight="medium">
+                    {corePositioning.one_line_intro}
+                  </Text>
+                </Box>
+              )}
+            </Box>
+
+            {/* 投资亮点 + 商业模式区域 */}
+            <Grid templateColumns={GRID_COLUMNS.twoColumn} bg={THEME.light.bg}>
+              {/* 投资亮点区域 */}
+              <GridItem
+                p={6}
+                borderRight={BORDER_RIGHT_RESPONSIVE}
+                borderColor="whiteAlpha.100"
+              >
+                <SectionHeader icon={FaStar} title="投资亮点" />
+                <VStack spacing={3} align="stretch">
+                  {highlights.length > 0 ? (
+                    highlights.map((highlight, idx) => (
+                      <HighlightCard key={idx} highlight={highlight} />
+                    ))
+                  ) : (
+                    <Text fontSize="sm" color={THEME.light.subtextColor}>
+                      暂无数据
+                    </Text>
+                  )}
+                </VStack>
+              </GridItem>
+
+              {/* 商业模式区域 */}
+              <GridItem p={6}>
+                <SectionHeader icon={FaBriefcase} title="商业模式" />
+                <Box
+                  p={4}
+                  bg={THEME.light.cardBg}
+                  borderRadius="lg"
+                  border="1px solid"
+                  borderColor="whiteAlpha.100"
+                >
+                  {businessSections.length > 0 ? (
+                    businessSections.map((section, idx) => (
+                      <ModelBlock
+                        key={idx}
+                        section={section}
+                        isLast={idx === businessSections.length - 1}
+                      />
+                    ))
+                  ) : (
+                    <Text fontSize="sm" color={THEME.light.subtextColor}>
+                      暂无数据
+                    </Text>
+                  )}
+                </Box>
+              </GridItem>
+            </Grid>
+          </VStack>
+        </CardBody>
+      </Card>
+    );
+  }
+);
+
+CorePositioningCard.displayName = 'CorePositioningCard';
+
+export default CorePositioningCard;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/CorePositioningCard/theme.ts

@@ -0,0 +1,83 @@
+/**
+ * CorePositioningCard 主题和样式常量
+ */
+
+import {
+  FaUniversity,
+  FaFire,
+  FaUsers,
+  FaChartLine,
+  FaMicrochip,
+  FaShieldAlt,
+} from 'react-icons/fa';
+import type { IconType } from 'react-icons';
+
+// ==================== 主题常量 ====================
+
+export const THEME = {
+  // 深色背景区域（核心定位）
+  dark: {
+    bg: '#1A202C',
+    cardBg: '#252D3A',
+    border: '#C9A961',
+    borderGradient: 'linear-gradient(90deg, #C9A961, #8B7355)',
+    titleColor: '#C9A961',
+    textColor: '#E2E8F0',
+    subtextColor: '#A0AEC0',
+  },
+  // 浅色背景区域（投资亮点/商业模式）
+  light: {
+    bg: '#1E2530',
+    cardBg: '#252D3A',
+    titleColor: '#C9A961',
+    textColor: '#E2E8F0',
+    subtextColor: '#A0AEC0',
+    tagBg: 'rgba(201, 169, 97, 0.15)',
+    tagColor: '#C9A961',
+  },
+} as const;
+
+// ==================== 图标映射 ====================
+
+export const ICON_MAP: Record<string, IconType> = {
+  bank: FaUniversity,
+  fire: FaFire,
+  users: FaUsers,
+  'trending-up': FaChartLine,
+  cpu: FaMicrochip,
+  'shield-check': FaShieldAlt,
+};
+
+// ==================== 样式常量 ====================
+
+// 卡片通用样式（含顶部金色边框）
+export const CARD_STYLES = {
+  bg: THEME.dark.bg,
+  shadow: 'lg',
+  border: '1px solid',
+  borderColor: 'whiteAlpha.100',
+  overflow: 'hidden',
+  position: 'relative',
+  _before: {
+    content: '""',
+    position: 'absolute',
+    top: 0,
+    left: 0,
+    right: 0,
+    height: '3px',
+    background: THEME.dark.borderGradient,
+  },
+} as const;
+
+// HighlightCard hover 样式
+export const HIGHLIGHT_HOVER_STYLES = {
+  _hover: { borderColor: 'whiteAlpha.200' },
+} as const;
+
+// 响应式布局常量
+export const GRID_COLUMNS = {
+  twoColumn: { base: '1fr', lg: 'repeat(2, 1fr)' },
+  twoColumnMd: { base: '1fr', md: 'repeat(2, 1fr)' },
+} as const;
+
+export const BORDER_RIGHT_RESPONSIVE = { lg: '1px solid' } as const;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/KeyFactorsCard.tsx

@@ -0,0 +1,124 @@
+/**
+ * 关键因素卡片
+ *
+ * 显示影响公司的关键因素列表
+ * 黑金主题设计
+ */
+
+import React from 'react';
+import {
+  Card,
+  CardBody,
+  CardHeader,
+  VStack,
+  HStack,
+  Text,
+  Heading,
+  Badge,
+  Box,
+  Icon,
+  Accordion,
+  AccordionItem,
+  AccordionButton,
+  AccordionPanel,
+  AccordionIcon,
+} from '@chakra-ui/react';
+import { FaBalanceScale } from 'react-icons/fa';
+import { KeyFactorCard } from '../atoms';
+import type { KeyFactors } from '../types';
+
+// 黑金主题样式常量
+const THEME = {
+  bg: '#1A202C',
+  cardBg: '#252D3A',
+  border: '#C9A961',
+  borderGradient: 'linear-gradient(90deg, #C9A961, #8B7355)',
+  titleColor: '#C9A961',
+  textColor: '#E2E8F0',
+  subtextColor: '#A0AEC0',
+} as const;
+
+const CARD_STYLES = {
+  bg: THEME.bg,
+  shadow: 'lg',
+  border: '1px solid',
+  borderColor: 'whiteAlpha.100',
+  overflow: 'hidden',
+  position: 'relative',
+  _before: {
+    content: '""',
+    position: 'absolute',
+    top: 0,
+    left: 0,
+    right: 0,
+    height: '3px',
+    background: THEME.borderGradient,
+  },
+} as const;
+
+interface KeyFactorsCardProps {
+  keyFactors: KeyFactors;
+  cardBg?: string;
+}
+
+const KeyFactorsCard: React.FC<KeyFactorsCardProps> = ({ keyFactors }) => {
+  return (
+    <Card {...CARD_STYLES} h="full">
+      <CardHeader>
+        <HStack>
+          <Icon as={FaBalanceScale} color="yellow.500" />
+          <Heading size="sm" color={THEME.titleColor}>
+            关键因素
+          </Heading>
+          <Badge
+            bg="transparent"
+            border="1px solid"
+            borderColor="yellow.600"
+            color="yellow.500"
+          >
+            {keyFactors.total_factors} 项
+          </Badge>
+        </HStack>
+      </CardHeader>
+      <CardBody>
+        <Accordion allowMultiple>
+          {keyFactors.categories.map((category, idx) => (
+            <AccordionItem key={idx} border="none">
+              <AccordionButton
+                bg={THEME.cardBg}
+                borderRadius="md"
+                mb={2}
+                _hover={{ bg: 'whiteAlpha.100' }}
+              >
+                <Box flex="1" textAlign="left">
+                  <HStack>
+                    <Text fontWeight="medium" color={THEME.textColor}>
+                      {category.category_name}
+                    </Text>
+                    <Badge
+                      bg="whiteAlpha.100"
+                      color={THEME.subtextColor}
+                      size="sm"
+                    >
+                      {category.factors.length}
+                    </Badge>
+                  </HStack>
+                </Box>
+                <AccordionIcon color={THEME.subtextColor} />
+              </AccordionButton>
+              <AccordionPanel pb={4}>
+                <VStack spacing={3} align="stretch">
+                  {category.factors.map((factor, fidx) => (
+                    <KeyFactorCard key={fidx} factor={factor} />
+                  ))}
+                </VStack>
+              </AccordionPanel>
+            </AccordionItem>
+          ))}
+        </Accordion>
+      </CardBody>
+    </Card>
+  );
+};
+
+export default KeyFactorsCard;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/StrategyAnalysisCard.tsx

@@ -0,0 +1,133 @@
+/**
+ * 战略分析卡片
+ *
+ * 显示公司战略方向和战略举措
+ */
+
+import React, { memo, useMemo } from 'react';
+import {
+  Card,
+  CardBody,
+  CardHeader,
+  VStack,
+  HStack,
+  Text,
+  Heading,
+  Box,
+  Icon,
+  Grid,
+  GridItem,
+  Center,
+} from '@chakra-ui/react';
+import { FaRocket, FaChartBar } from 'react-icons/fa';
+import type { Strategy } from '../types';
+
+// 样式常量 - 避免每次渲染创建新对象
+const CARD_STYLES = {
+  bg: 'transparent',
+  shadow: 'md',
+} as const;
+
+const CONTENT_BOX_STYLES = {
+  p: 4,
+  border: '1px solid',
+  borderColor: 'yellow.600',
+  borderRadius: 'md',
+} as const;
+
+const EMPTY_BOX_STYLES = {
+  border: '1px dashed',
+  borderColor: 'yellow.600',
+  borderRadius: 'md',
+  py: 12,
+} as const;
+
+const GRID_RESPONSIVE_COLSPAN = { base: 2, md: 1 } as const;
+
+interface StrategyAnalysisCardProps {
+  strategy: Strategy;
+  cardBg?: string;
+}
+
+// 空状态组件 - 独立 memo 避免重复渲染
+const EmptyState = memo(() => (
+  <Box {...EMPTY_BOX_STYLES}>
+    <Center>
+      <VStack spacing={3}>
+        <Icon as={FaChartBar} boxSize={10} color="yellow.600" />
+        <Text fontWeight="medium">战略数据更新中</Text>
+        <Text fontSize="sm" color="gray.500">
+          战略方向和具体举措数据将在近期更新
+        </Text>
+      </VStack>
+    </Center>
+  </Box>
+));
+
+EmptyState.displayName = 'StrategyEmptyState';
+
+// 内容项组件 - 复用结构
+interface ContentItemProps {
+  title: string;
+  content: string;
+}
+
+const ContentItem = memo<ContentItemProps>(({ title, content }) => (
+  <VStack align="stretch" spacing={2}>
+    <Text fontWeight="bold" fontSize="sm" color="yellow.500">
+      {title}
+    </Text>
+    <Text fontSize="sm" color="white">
+      {content}
+    </Text>
+  </VStack>
+));
+
+ContentItem.displayName = 'StrategyContentItem';
+
+const StrategyAnalysisCard: React.FC<StrategyAnalysisCardProps> = memo(
+  ({ strategy }) => {
+    // 缓存数据检测结果
+    const hasData = useMemo(
+      () => !!(strategy?.strategy_description || strategy?.strategic_initiatives),
+      [strategy?.strategy_description, strategy?.strategic_initiatives]
+    );
+
+    return (
+      <Card {...CARD_STYLES}>
+        <CardHeader>
+          <HStack>
+            <Icon as={FaRocket} color="yellow.500" />
+            <Heading size="sm" color="yellow.500">战略分析</Heading>
+          </HStack>
+        </CardHeader>
+        <CardBody>
+          {!hasData ? (
+            <EmptyState />
+          ) : (
+            <Box {...CONTENT_BOX_STYLES}>
+              <Grid templateColumns="repeat(2, 1fr)" gap={6}>
+                <GridItem colSpan={GRID_RESPONSIVE_COLSPAN}>
+                  <ContentItem
+                    title="战略方向"
+                    content={strategy.strategy_description || '暂无数据'}
+                  />
+                </GridItem>
+                <GridItem colSpan={GRID_RESPONSIVE_COLSPAN}>
+                  <ContentItem
+                    title="战略举措"
+                    content={strategy.strategic_initiatives || '暂无数据'}
+                  />
+                </GridItem>
+              </Grid>
+            </Box>
+          )}
+        </CardBody>
+      </Card>
+    );
+  }
+);
+
+StrategyAnalysisCard.displayName = 'StrategyAnalysisCard';
+
+export default StrategyAnalysisCard;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/TimelineCard.tsx

@@ -0,0 +1,95 @@
+/**
+ * 发展时间线卡片
+ *
+ * 显示公司发展历程时间线
+ * 黑金主题设计
+ */
+
+import React from 'react';
+import {
+  Card,
+  CardBody,
+  CardHeader,
+  HStack,
+  Heading,
+  Badge,
+  Box,
+  Icon,
+} from '@chakra-ui/react';
+import { FaHistory } from 'react-icons/fa';
+import TimelineComponent from '../organisms/TimelineComponent';
+import type { DevelopmentTimeline } from '../types';
+
+// 黑金主题样式常量
+const THEME = {
+  bg: '#1A202C',
+  cardBg: '#252D3A',
+  border: '#C9A961',
+  borderGradient: 'linear-gradient(90deg, #C9A961, #8B7355)',
+  titleColor: '#C9A961',
+  textColor: '#E2E8F0',
+  subtextColor: '#A0AEC0',
+} as const;
+
+const CARD_STYLES = {
+  bg: THEME.bg,
+  shadow: 'lg',
+  border: '1px solid',
+  borderColor: 'whiteAlpha.100',
+  overflow: 'hidden',
+  position: 'relative',
+  _before: {
+    content: '""',
+    position: 'absolute',
+    top: 0,
+    left: 0,
+    right: 0,
+    height: '3px',
+    background: THEME.borderGradient,
+  },
+} as const;
+
+interface TimelineCardProps {
+  developmentTimeline: DevelopmentTimeline;
+  cardBg?: string;
+}
+
+const TimelineCard: React.FC<TimelineCardProps> = ({ developmentTimeline }) => {
+  return (
+    <Card {...CARD_STYLES} h="full">
+      <CardHeader>
+        <HStack>
+          <Icon as={FaHistory} color="yellow.500" />
+          <Heading size="sm" color={THEME.titleColor}>
+            发展时间线
+          </Heading>
+          <HStack spacing={1}>
+            <Badge
+              bg="transparent"
+              border="1px solid"
+              borderColor="red.400"
+              color="red.400"
+            >
+              正面 {developmentTimeline.statistics?.positive_events || 0}
+            </Badge>
+            <Badge
+              bg="transparent"
+              border="1px solid"
+              borderColor="green.400"
+              color="green.400"
+            >
+              负面 {developmentTimeline.statistics?.negative_events || 0}
+            </Badge>
+          </HStack>
+        </HStack>
+      </CardHeader>
+      <CardBody>
+        <Box maxH="600px" overflowY="auto" pr={2}>
+          <TimelineComponent events={developmentTimeline.events} />
+        </Box>
+      </CardBody>
+    </Card>
+  );
+};
+
+export default TimelineCard;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/ValueChainCard.tsx

@@ -0,0 +1,220 @@
+/**
+ * 产业链分析卡片
+ *
+ * 显示产业链层级视图和流向关系
+ * 黑金主题风格 + 流程式导航
+ */
+
+import React, { useState, useMemo, memo } from 'react';
+import {
+  Card,
+  CardBody,
+  CardHeader,
+  HStack,
+  Text,
+  Heading,
+  Badge,
+  Icon,
+  SimpleGrid,
+  Center,
+  Box,
+  Flex,
+} from '@chakra-ui/react';
+import { FaNetworkWired } from 'react-icons/fa';
+import ReactECharts from 'echarts-for-react';
+import {
+  ProcessNavigation,
+  ValueChainFilterBar,
+} from '../atoms';
+import type { TabType, ViewMode } from '../atoms';
+import ValueChainNodeCard from '../organisms/ValueChainNodeCard';
+import { getSankeyChartOption } from '../utils/chartOptions';
+import type { ValueChainData, ValueChainNode } from '../types';
+
+// 黑金主题配置
+const THEME = {
+  cardBg: 'gray.800',
+  gold: '#D4AF37',
+  goldLight: '#F0D78C',
+  textPrimary: '#D4AF37',
+  textSecondary: 'gray.400',
+};
+
+interface ValueChainCardProps {
+  valueChainData: ValueChainData;
+  companyName?: string;
+  cardBg?: string;
+}
+
+const ValueChainCard: React.FC<ValueChainCardProps> = memo(({
+  valueChainData,
+  companyName = '目标公司',
+}) => {
+  // 状态管理
+  const [activeTab, setActiveTab] = useState<TabType>('upstream');
+  const [typeFilter, setTypeFilter] = useState<string>('all');
+  const [importanceFilter, setImportanceFilter] = useState<string>('all');
+  const [viewMode, setViewMode] = useState<ViewMode>('hierarchy');
+
+  // 解析节点数据
+  const nodesByLevel = valueChainData.value_chain_structure?.nodes_by_level;
+
+  // 获取上游节点
+  const upstreamNodes = useMemo(() => [
+    ...(nodesByLevel?.['level_-2'] || []),
+    ...(nodesByLevel?.['level_-1'] || []),
+  ], [nodesByLevel]);
+
+  // 获取核心节点
+  const coreNodes = useMemo(() =>
+    nodesByLevel?.['level_0'] || [],
+  [nodesByLevel]);
+
+  // 获取下游节点
+  const downstreamNodes = useMemo(() => [
+    ...(nodesByLevel?.['level_1'] || []),
+    ...(nodesByLevel?.['level_2'] || []),
+  ], [nodesByLevel]);
+
+  // 计算总节点数
+  const totalNodes = valueChainData.analysis_summary?.total_nodes ||
+    (upstreamNodes.length + coreNodes.length + downstreamNodes.length);
+
+  // 根据 activeTab 获取当前节点
+  const currentNodes = useMemo(() => {
+    switch (activeTab) {
+      case 'upstream':
+        return upstreamNodes;
+      case 'core':
+        return coreNodes;
+      case 'downstream':
+        return downstreamNodes;
+      default:
+        return [];
+    }
+  }, [activeTab, upstreamNodes, coreNodes, downstreamNodes]);
+
+  // 筛选节点
+  const filteredNodes = useMemo(() => {
+    let nodes = [...currentNodes];
+
+    // 类型筛选
+    if (typeFilter !== 'all') {
+      nodes = nodes.filter((n: ValueChainNode) => n.node_type === typeFilter);
+    }
+
+    // 重要度筛选
+    if (importanceFilter !== 'all') {
+      nodes = nodes.filter((n: ValueChainNode) => {
+        const score = n.importance_score || 0;
+        switch (importanceFilter) {
+          case 'high':
+            return score >= 80;
+          case 'medium':
+            return score >= 50 && score < 80;
+          case 'low':
+            return score < 50;
+          default:
+            return true;
+        }
+      });
+    }
+
+    return nodes;
+  }, [currentNodes, typeFilter, importanceFilter]);
+
+  // Sankey 图配置
+  const sankeyOption = useMemo(() =>
+    getSankeyChartOption(valueChainData),
+  [valueChainData]);
+
+  return (
+    <Card bg={THEME.cardBg} shadow="md">
+      {/* 头部区域 */}
+      <CardHeader py={0}>
+        <HStack flexWrap="wrap" gap={0}>
+          <Icon as={FaNetworkWired} color={THEME.gold} />
+          <Heading size="sm" color={THEME.textPrimary}>
+            产业链分析
+          </Heading>
+          <Text color={THEME.textSecondary} fontSize="sm">
+            | {companyName}供应链图谱
+          </Text>
+          <Badge bg={THEME.gold} color="gray.900">
+            节点 {totalNodes}
+          </Badge>
+        </HStack>
+      </CardHeader>
+
+      <CardBody px={2}>
+        {/* 工具栏：左侧流程导航 + 右侧筛选 */}
+        <Flex
+          borderBottom="1px solid"
+          borderColor="gray.700"
+          justify="space-between"
+          align="center"
+          flexWrap="wrap"
+        >
+          {/* 左侧：流程式导航 - 仅在层级视图显示 */}
+          {viewMode === 'hierarchy' && (
+            <ProcessNavigation
+              activeTab={activeTab}
+              onTabChange={setActiveTab}
+              upstreamCount={upstreamNodes.length}
+              coreCount={coreNodes.length}
+              downstreamCount={downstreamNodes.length}
+            />
+          )}
+
+          {/* 右侧：筛选与视图切换 - 始终靠右 */}
+          <Box ml="auto">
+            <ValueChainFilterBar
+              typeFilter={typeFilter}
+              onTypeChange={setTypeFilter}
+              importanceFilter={importanceFilter}
+              onImportanceChange={setImportanceFilter}
+              viewMode={viewMode}
+              onViewModeChange={setViewMode}
+            />
+          </Box>
+        </Flex>
+
+        {/* 内容区域 */}
+        <Box px={0} pt={4}>
+          {viewMode === 'hierarchy' ? (
+            filteredNodes.length > 0 ? (
+              <SimpleGrid columns={{ base: 2, md: 3, lg: 4 }} spacing={4}>
+                {filteredNodes.map((node, idx) => (
+                  <ValueChainNodeCard
+                    key={idx}
+                    node={node}
+                    isCompany={node.node_type === 'company'}
+                    level={node.node_level}
+                  />
+                ))}
+              </SimpleGrid>
+            ) : (
+              <Center h="200px">
+                <Text color={THEME.textSecondary}>暂无匹配的节点数据</Text>
+              </Center>
+            )
+          ) : sankeyOption ? (
+            <ReactECharts
+              option={sankeyOption}
+              style={{ height: '500px' }}
+              theme="dark"
+            />
+          ) : (
+            <Center h="200px">
+              <Text color={THEME.textSecondary}>暂无流向数据</Text>
+            </Center>
+          )}
+        </Box>
+      </CardBody>
+    </Card>
+  );
+});
+
+ValueChainCard.displayName = 'ValueChainCard';
+
+export default ValueChainCard;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/components/index.ts

@@ -0,0 +1,14 @@
+/**
+ * Card 子组件导出
+ *
+ * DeepAnalysisTab 的各个区块组件
+ */
+
+export { default as CorePositioningCard } from './CorePositioningCard';
+export { default as CompetitiveAnalysisCard } from './CompetitiveAnalysisCard';
+export { default as BusinessStructureCard } from './BusinessStructureCard';
+export { default as ValueChainCard } from './ValueChainCard';
+export { default as KeyFactorsCard } from './KeyFactorsCard';
+export { default as TimelineCard } from './TimelineCard';
+export { default as BusinessSegmentsCard } from './BusinessSegmentsCard';
+export { default as StrategyAnalysisCard } from './StrategyAnalysisCard';

src/views/Company/components/CompanyOverview/DeepAnalysisTab/index.tsx

@@ -0,0 +1,108 @@
+/**
+ * 深度分析 Tab 主组件
+ *
+ * 使用 SubTabContainer 二级导航组件，分为 4 个子 Tab：
+ * 1. 战略分析 - 核心定位 + 战略分析 + 竞争地位
+ * 2. 业务结构 - 业务结构树 + 业务板块详情
+ * 3. 产业链 - 产业链分析（独立，含 Sankey 图）
+ * 4. 发展历程 - 关键因素 + 时间线
+ *
+ * 支持懒加载：通过 activeTab 和 onTabChange 实现按需加载数据
+ */
+
+import React, { useMemo } from 'react';
+import { Card, CardBody } from '@chakra-ui/react';
+import { FaBrain, FaBuilding, FaLink, FaHistory } from 'react-icons/fa';
+import SubTabContainer, { type SubTabConfig } from '@components/SubTabContainer';
+import LoadingState from '../../LoadingState';
+import { StrategyTab, BusinessTab, ValueChainTab, DevelopmentTab } from './tabs';
+import type { DeepAnalysisTabProps, DeepAnalysisTabKey } from './types';
+
+// 主题配置（与 BasicInfoTab 保持一致）
+const THEME = {
+  cardBg: 'gray.900',
+  border: 'rgba(212, 175, 55, 0.3)',
+};
+
+/**
+ * Tab 配置
+ */
+const DEEP_ANALYSIS_TABS: SubTabConfig[] = [
+  { key: 'strategy', name: '战略分析', icon: FaBrain, component: StrategyTab },
+  { key: 'business', name: '业务结构', icon: FaBuilding, component: BusinessTab },
+  { key: 'valueChain', name: '产业链', icon: FaLink, component: ValueChainTab },
+  { key: 'development', name: '发展历程', icon: FaHistory, component: DevelopmentTab },
+];
+
+/**
+ * Tab key 到 index 的映射
+ */
+const TAB_KEY_TO_INDEX: Record<DeepAnalysisTabKey, number> = {
+  strategy: 0,
+  business: 1,
+  valueChain: 2,
+  development: 3,
+};
+
+const DeepAnalysisTab: React.FC<DeepAnalysisTabProps> = ({
+  comprehensiveData,
+  valueChainData,
+  keyFactorsData,
+  industryRankData,
+  loading,
+  cardBg,
+  expandedSegments,
+  onToggleSegment,
+  activeTab,
+  onTabChange,
+}) => {
+  // 计算当前 Tab 索引（受控模式）
+  const currentIndex = useMemo(() => {
+    if (activeTab) {
+      return TAB_KEY_TO_INDEX[activeTab] ?? 0;
+    }
+    return undefined; // 非受控模式
+  }, [activeTab]);
+
+  // 加载状态
+  if (loading) {
+    return (
+      <Card bg={THEME.cardBg} shadow="md" border="1px solid" borderColor={THEME.border}>
+        <CardBody p={0}>
+          <SubTabContainer
+            tabs={DEEP_ANALYSIS_TABS}
+            index={currentIndex}
+            onTabChange={onTabChange}
+            componentProps={{}}
+            themePreset="blackGold"
+          />
+          <LoadingState message="加载数据中..." height="200px" />
+        </CardBody>
+      </Card>
+    );
+  }
+
+  return (
+    <Card bg={THEME.cardBg} shadow="md" border="1px solid" borderColor={THEME.border}>
+      <CardBody p={0}>
+        <SubTabContainer
+          tabs={DEEP_ANALYSIS_TABS}
+          index={currentIndex}
+          onTabChange={onTabChange}
+          componentProps={{
+            comprehensiveData,
+            valueChainData,
+            keyFactorsData,
+            industryRankData,
+            cardBg,
+            expandedSegments,
+            onToggleSegment,
+          }}
+          themePreset="blackGold"
+        />
+      </CardBody>
+    </Card>
+  );
+};
+
+export default DeepAnalysisTab;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/organisms/TimelineComponent/EventDetailModal.tsx

@@ -0,0 +1,136 @@
+/**
+ * 事件详情模态框组件
+ *
+ * 显示时间线事件的详细信息
+ */
+
+import React from 'react';
+import {
+  Modal,
+  ModalOverlay,
+  ModalContent,
+  ModalHeader,
+  ModalFooter,
+  ModalBody,
+  ModalCloseButton,
+  VStack,
+  HStack,
+  Text,
+  Badge,
+  Box,
+  Progress,
+  Icon,
+  Button,
+} from '@chakra-ui/react';
+import { FaCheckCircle, FaExclamationCircle } from 'react-icons/fa';
+import type { TimelineEvent } from '../../types';
+
+interface EventDetailModalProps {
+  isOpen: boolean;
+  onClose: () => void;
+  event: TimelineEvent | null;
+}
+
+const EventDetailModal: React.FC<EventDetailModalProps> = ({
+  isOpen,
+  onClose,
+  event,
+}) => {
+  if (!event) return null;
+
+  const isPositive = event.impact_metrics?.is_positive;
+  const impactScore = event.impact_metrics?.impact_score || 0;
+
+  return (
+    <Modal isOpen={isOpen} onClose={onClose} size="xl">
+      <ModalOverlay />
+      <ModalContent>
+        <ModalHeader>
+          <HStack>
+            <Icon
+              as={isPositive ? FaCheckCircle : FaExclamationCircle}
+              color={isPositive ? 'red.500' : 'green.500'}
+              boxSize={6}
+            />
+            <VStack align="start" spacing={0}>
+              <Text>{event.event_title}</Text>
+              <HStack>
+                <Badge colorScheme={isPositive ? 'red' : 'green'}>
+                  {event.event_type}
+                </Badge>
+                <Text fontSize="sm" color="gray.500">
+                  {event.event_date}
+                </Text>
+              </HStack>
+            </VStack>
+          </HStack>
+        </ModalHeader>
+        <ModalCloseButton />
+        <ModalBody>
+          <VStack align="stretch" spacing={4}>
+            <Box>
+              <Text fontWeight="bold" mb={2} color="gray.600">
+                事件详情
+              </Text>
+              <Text fontSize="sm" lineHeight="1.6">
+                {event.event_desc}
+              </Text>
+            </Box>
+
+            {event.related_info?.financial_impact && (
+              <Box>
+                <Text fontWeight="bold" mb={2} color="gray.600">
+                  财务影响
+                </Text>
+                <Text fontSize="sm" lineHeight="1.6" color="blue.600">
+                  {event.related_info.financial_impact}
+                </Text>
+              </Box>
+            )}
+
+            <Box>
+              <Text fontWeight="bold" mb={2} color="gray.600">
+                影响评估
+              </Text>
+              <HStack spacing={4}>
+                <VStack spacing={1}>
+                  <Text fontSize="xs" color="gray.500">
+                    影响度
+                  </Text>
+                  <Progress
+                    value={impactScore}
+                    size="lg"
+                    width="120px"
+                    colorScheme={impactScore > 70 ? 'red' : 'orange'}
+                    hasStripe
+                    isAnimated
+                  />
+                  <Text fontSize="sm" fontWeight="bold">
+                    {impactScore}/100
+                  </Text>
+                </VStack>
+                <VStack>
+                  <Badge
+                    size="lg"
+                    colorScheme={isPositive ? 'red' : 'green'}
+                    px={3}
+                    py={1}
+                  >
+                    {isPositive ? '正面影响' : '负面影响'}
+                  </Badge>
+                </VStack>
+              </HStack>
+            </Box>
+          </VStack>
+        </ModalBody>
+        <ModalFooter>
+          <Button colorScheme="blue" onClick={onClose}>
+            关闭
+          </Button>
+        </ModalFooter>
+      </ModalContent>
+    </Modal>
+  );
+};
+
+export default EventDetailModal;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/organisms/TimelineComponent/index.tsx

@@ -0,0 +1,178 @@
+/**
+ * 时间线组件
+ *
+ * 显示公司发展事件时间线
+ */
+
+import React, { useState } from 'react';
+import {
+  Box,
+  VStack,
+  HStack,
+  Text,
+  Badge,
+  Card,
+  CardBody,
+  Icon,
+  Progress,
+  Circle,
+  Fade,
+  useDisclosure,
+} from '@chakra-ui/react';
+import {
+  FaCalendarAlt,
+  FaArrowUp,
+  FaArrowDown,
+} from 'react-icons/fa';
+import EventDetailModal from './EventDetailModal';
+import type { TimelineComponentProps, TimelineEvent } from '../../types';
+
+const TimelineComponent: React.FC<TimelineComponentProps> = ({ events }) => {
+  const [selectedEvent, setSelectedEvent] = useState<TimelineEvent | null>(null);
+  const { isOpen, onOpen, onClose } = useDisclosure();
+
+  // 背景颜色
+  const positiveBgColor = 'red.50';
+  const negativeBgColor = 'green.50';
+
+  const handleEventClick = (event: TimelineEvent) => {
+    setSelectedEvent(event);
+    onOpen();
+  };
+
+  return (
+    <>
+      <Box position="relative" pl={8}>
+        {/* 时间线轴 */}
+        <Box
+          position="absolute"
+          left="15px"
+          top="20px"
+          bottom="20px"
+          width="2px"
+          bg="gray.300"
+        />
+
+        <VStack align="stretch" spacing={6}>
+          {events.map((event, idx) => {
+            const isPositive = event.impact_metrics?.is_positive;
+            const iconColor = isPositive ? 'red.500' : 'green.500';
+            const bgColor = isPositive ? positiveBgColor : negativeBgColor;
+
+            return (
+              <Fade in={true} key={idx}>
+                <Box position="relative">
+                  {/* 时间点圆圈 */}
+                  <Circle
+                    size="30px"
+                    bg={iconColor}
+                    position="absolute"
+                    left="-15px"
+                    top="20px"
+                    zIndex={2}
+                    border="3px solid white"
+                    shadow="md"
+                  >
+                    <Icon
+                      as={isPositive ? FaArrowUp : FaArrowDown}
+                      color="white"
+                      boxSize={3}
+                    />
+                  </Circle>
+
+                  {/* 连接线 */}
+                  <Box
+                    position="absolute"
+                    left="15px"
+                    top="35px"
+                    width="20px"
+                    height="2px"
+                    bg="gray.300"
+                  />
+
+                  {/* 事件卡片 */}
+                  <Card
+                    ml={10}
+                    bg={bgColor}
+                    cursor="pointer"
+                    onClick={() => handleEventClick(event)}
+                    _hover={{ shadow: 'lg', transform: 'translateX(4px)' }}
+                    transition="all 0.3s ease"
+                  >
+                    <CardBody p={4}>
+                      <VStack align="stretch" spacing={2}>
+                        <HStack justify="space-between">
+                          <VStack align="start" spacing={0}>
+                            <Text fontWeight="bold" fontSize="sm">
+                              {event.event_title}
+                            </Text>
+                            <HStack spacing={2}>
+                              <Icon
+                                as={FaCalendarAlt}
+                                boxSize={3}
+                                color="gray.500"
+                              />
+                              <Text
+                                fontSize="xs"
+                                color="gray.500"
+                                fontWeight="medium"
+                              >
+                                {event.event_date}
+                              </Text>
+                            </HStack>
+                          </VStack>
+                          <Badge
+                            colorScheme={isPositive ? 'red' : 'green'}
+                            size="sm"
+                          >
+                            {event.event_type}
+                          </Badge>
+                        </HStack>
+
+                        <Text fontSize="sm" color="gray.600" noOfLines={2}>
+                          {event.event_desc}
+                        </Text>
+
+                        <HStack>
+                          <Text fontSize="xs" color="gray.500">
+                            影响度:
+                          </Text>
+                          <Progress
+                            value={event.impact_metrics?.impact_score}
+                            size="xs"
+                            width="60px"
+                            colorScheme={
+                              (event.impact_metrics?.impact_score || 0) > 70
+                                ? 'red'
+                                : 'orange'
+                            }
+                            borderRadius="full"
+                          />
+                          <Text
+                            fontSize="xs"
+                            color="gray.500"
+                            fontWeight="bold"
+                          >
+                            {event.impact_metrics?.impact_score || 0}
+                          </Text>
+                        </HStack>
+                      </VStack>
+                    </CardBody>
+                  </Card>
+                </Box>
+              </Fade>
+            );
+          })}
+        </VStack>
+      </Box>
+
+      <EventDetailModal
+        isOpen={isOpen}
+        onClose={onClose}
+        event={selectedEvent}
+      />
+    </>
+  );
+};
+
+export default TimelineComponent;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/organisms/ValueChainNodeCard/RelatedCompaniesModal.tsx

@@ -0,0 +1,346 @@
+/**
+ * 相关公司模态框组件
+ *
+ * 显示产业链节点的相关上市公司列表
+ */
+
+import React from 'react';
+import {
+  Modal,
+  ModalOverlay,
+  ModalContent,
+  ModalHeader,
+  ModalFooter,
+  ModalBody,
+  ModalCloseButton,
+  VStack,
+  HStack,
+  Text,
+  Badge,
+  Card,
+  CardBody,
+  Icon,
+  IconButton,
+  Center,
+  Spinner,
+  Divider,
+  SimpleGrid,
+  Box,
+  Stat,
+  StatLabel,
+  StatNumber,
+  StatHelpText,
+  Progress,
+  Tooltip,
+  Button,
+} from '@chakra-ui/react';
+import { ExternalLinkIcon } from '@chakra-ui/icons';
+import {
+  FaBuilding,
+  FaHandshake,
+  FaUserTie,
+  FaIndustry,
+  FaCog,
+  FaNetworkWired,
+  FaFlask,
+  FaStar,
+  FaArrowRight,
+  FaArrowLeft,
+} from 'react-icons/fa';
+import type { ValueChainNode, RelatedCompany } from '../../types';
+
+interface RelatedCompaniesModalProps {
+  isOpen: boolean;
+  onClose: () => void;
+  node: ValueChainNode;
+  isCompany: boolean;
+  colorScheme: string;
+  relatedCompanies: RelatedCompany[];
+  loadingRelated: boolean;
+}
+
+/**
+ * 获取节点类型对应的图标
+ */
+const getNodeTypeIcon = (type: string) => {
+  const icons: Record<string, React.ComponentType> = {
+    company: FaBuilding,
+    supplier: FaHandshake,
+    customer: FaUserTie,
+    product: FaIndustry,
+    service: FaCog,
+    channel: FaNetworkWired,
+    raw_material: FaFlask,
+  };
+  return icons[type] || FaBuilding;
+};
+
+/**
+ * 获取重要度对应的颜色
+ */
+const getImportanceColor = (score?: number): string => {
+  if (!score) return 'green';
+  if (score >= 80) return 'red';
+  if (score >= 60) return 'orange';
+  if (score >= 40) return 'yellow';
+  return 'green';
+};
+
+/**
+ * 获取层级标签
+ */
+const getLevelLabel = (level?: number): { text: string; color: string } => {
+  if (level === undefined) return { text: '未知', color: 'gray' };
+  if (level < 0) return { text: '上游', color: 'orange' };
+  if (level === 0) return { text: '核心', color: 'blue' };
+  return { text: '下游', color: 'green' };
+};
+
+const RelatedCompaniesModal: React.FC<RelatedCompaniesModalProps> = ({
+  isOpen,
+  onClose,
+  node,
+  isCompany,
+  colorScheme,
+  relatedCompanies,
+  loadingRelated,
+}) => {
+  return (
+    <Modal isOpen={isOpen} onClose={onClose} size="xl">
+      <ModalOverlay />
+      <ModalContent>
+        <ModalHeader>
+          <HStack>
+            <Icon
+              as={getNodeTypeIcon(node.node_type)}
+              color={`${colorScheme}.500`}
+              boxSize={6}
+            />
+            <VStack align="start" spacing={0}>
+              <Text>{node.node_name}</Text>
+              <HStack>
+                <Badge colorScheme={colorScheme}>{node.node_type}</Badge>
+                {isCompany && (
+                  <Badge colorScheme="blue" variant="solid">
+                    核心企业
+                  </Badge>
+                )}
+              </HStack>
+            </VStack>
+          </HStack>
+        </ModalHeader>
+        <ModalCloseButton />
+        <ModalBody>
+          <VStack align="stretch" spacing={4}>
+            {node.node_description && (
+              <Box>
+                <Text fontWeight="bold" mb={2} color="gray.600">
+                  节点描述
+                </Text>
+                <Text fontSize="sm" lineHeight="1.6">
+                  {node.node_description}
+                </Text>
+              </Box>
+            )}
+
+            <SimpleGrid columns={3} spacing={4}>
+              <Stat>
+                <StatLabel fontSize="xs">重要度评分</StatLabel>
+                <StatNumber fontSize="lg">
+                  {node.importance_score || 0}
+                </StatNumber>
+                <StatHelpText>
+                  <Progress
+                    value={node.importance_score}
+                    size="sm"
+                    colorScheme={getImportanceColor(node.importance_score)}
+                    borderRadius="full"
+                  />
+                </StatHelpText>
+              </Stat>
+
+              {node.market_share !== undefined && (
+                <Stat>
+                  <StatLabel fontSize="xs">市场份额</StatLabel>
+                  <StatNumber fontSize="lg">{node.market_share}%</StatNumber>
+                </Stat>
+              )}
+
+              {node.dependency_degree !== undefined && (
+                <Stat>
+                  <StatLabel fontSize="xs">依赖程度</StatLabel>
+                  <StatNumber fontSize="lg">
+                    {node.dependency_degree}%
+                  </StatNumber>
+                  <StatHelpText>
+                    <Progress
+                      value={node.dependency_degree}
+                      size="sm"
+                      colorScheme={
+                        node.dependency_degree > 50 ? 'orange' : 'green'
+                      }
+                      borderRadius="full"
+                    />
+                  </StatHelpText>
+                </Stat>
+              )}
+            </SimpleGrid>
+
+            <Divider />
+
+            <Box>
+              <HStack mb={3} justify="space-between">
+                <Text fontWeight="bold" color="gray.600">
+                  相关公司
+                </Text>
+                {loadingRelated && <Spinner size="sm" />}
+              </HStack>
+              {loadingRelated ? (
+                <Center py={4}>
+                  <Spinner size="md" />
+                </Center>
+              ) : relatedCompanies.length > 0 ? (
+                <VStack
+                  align="stretch"
+                  spacing={3}
+                  maxH="400px"
+                  overflowY="auto"
+                >
+                  {relatedCompanies.map((company, idx) => {
+                    const levelInfo = getLevelLabel(company.node_info?.node_level);
+
+                    return (
+                      <Card key={idx} variant="outline" size="sm">
+                        <CardBody p={3}>
+                          <VStack align="stretch" spacing={2}>
+                            <HStack justify="space-between">
+                              <VStack align="start" spacing={1} flex={1}>
+                                <HStack flexWrap="wrap">
+                                  <Text fontSize="sm" fontWeight="bold">
+                                    {company.stock_name}
+                                  </Text>
+                                  <Badge size="sm" colorScheme="blue">
+                                    {company.stock_code}
+                                  </Badge>
+                                  <Badge
+                                    size="sm"
+                                    colorScheme={levelInfo.color}
+                                    variant="solid"
+                                  >
+                                    {levelInfo.text}
+                                  </Badge>
+                                </HStack>
+                                {company.company_name && (
+                                  <Text
+                                    fontSize="xs"
+                                    color="gray.500"
+                                    noOfLines={1}
+                                  >
+                                    {company.company_name}
+                                  </Text>
+                                )}
+                              </VStack>
+                              <IconButton
+                                size="sm"
+                                icon={<ExternalLinkIcon />}
+                                variant="ghost"
+                                colorScheme="blue"
+                                onClick={() => {
+                                  window.location.href = `/company?stock_code=${company.stock_code}`;
+                                }}
+                                aria-label="查看公司详情"
+                              />
+                            </HStack>
+
+                            {company.node_info?.node_description && (
+                              <Text
+                                fontSize="xs"
+                                color="gray.600"
+                                noOfLines={2}
+                              >
+                                {company.node_info.node_description}
+                              </Text>
+                            )}
+
+                            {company.relationships &&
+                              company.relationships.length > 0 && (
+                                <Box
+                                  pt={2}
+                                  borderTop="1px"
+                                  borderColor="gray.100"
+                                >
+                                  <Text
+                                    fontSize="xs"
+                                    fontWeight="bold"
+                                    color="gray.600"
+                                    mb={1}
+                                  >
+                                    产业链关系:
+                                  </Text>
+                                  <VStack align="stretch" spacing={1}>
+                                    {company.relationships.map((rel, ridx) => (
+                                      <HStack
+                                        key={ridx}
+                                        fontSize="xs"
+                                        spacing={2}
+                                      >
+                                        <Icon
+                                          as={
+                                            rel.role === 'source'
+                                              ? FaArrowRight
+                                              : FaArrowLeft
+                                          }
+                                          color={
+                                            rel.role === 'source'
+                                              ? 'green.500'
+                                              : 'orange.500'
+                                          }
+                                          boxSize={3}
+                                        />
+                                        <Text color="gray.700" noOfLines={1}>
+                                          {rel.role === 'source'
+                                            ? '流向'
+                                            : '来自'}
+                                          <Text
+                                            as="span"
+                                            fontWeight="medium"
+                                            mx={1}
+                                          >
+                                            {rel.connected_node}
+                                          </Text>
+                                        </Text>
+                                      </HStack>
+                                    ))}
+                                  </VStack>
+                                </Box>
+                              )}
+                          </VStack>
+                        </CardBody>
+                      </Card>
+                    );
+                  })}
+                </VStack>
+              ) : (
+                <Center py={4}>
+                  <VStack spacing={2}>
+                    <Icon as={FaBuilding} boxSize={8} color="gray.300" />
+                    <Text fontSize="sm" color="gray.500">
+                      暂无相关公司
+                    </Text>
+                  </VStack>
+                </Center>
+              )}
+            </Box>
+          </VStack>
+        </ModalBody>
+        <ModalFooter>
+          <Button colorScheme="blue" onClick={onClose}>
+            关闭
+          </Button>
+        </ModalFooter>
+      </ModalContent>
+    </Modal>
+  );
+};
+
+export default RelatedCompaniesModal;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/organisms/ValueChainNodeCard/index.tsx

@@ -0,0 +1,264 @@
+/**
+ * 产业链节点卡片组件
+ *
+ * 显示产业链中的单个节点，点击可展开查看相关公司
+ * 黑金主题风格
+ */
+
+import React, { useState, memo } from 'react';
+import {
+  Card,
+  CardBody,
+  VStack,
+  HStack,
+  Text,
+  Badge,
+  Icon,
+  Progress,
+  Box,
+  Tooltip,
+  useDisclosure,
+  useToast,
+  ScaleFade,
+} from '@chakra-ui/react';
+import {
+  FaBuilding,
+  FaHandshake,
+  FaUserTie,
+  FaIndustry,
+  FaCog,
+  FaNetworkWired,
+  FaFlask,
+  FaStar,
+} from 'react-icons/fa';
+import { logger } from '@utils/logger';
+import axios from '@utils/axiosConfig';
+import RelatedCompaniesModal from './RelatedCompaniesModal';
+import type { ValueChainNodeCardProps, RelatedCompany } from '../../types';
+
+// 黑金主题配置
+const THEME = {
+  cardBg: 'gray.700',
+  gold: '#D4AF37',
+  goldLight: '#F0D78C',
+  textPrimary: 'white',
+  textSecondary: 'gray.400',
+  // 上游颜色
+  upstream: {
+    bg: 'rgba(237, 137, 54, 0.1)',
+    border: 'orange.600',
+    badge: 'orange',
+    icon: 'orange.400',
+  },
+  // 核心企业颜色
+  core: {
+    bg: 'rgba(66, 153, 225, 0.15)',
+    border: 'blue.500',
+    badge: 'blue',
+    icon: 'blue.400',
+  },
+  // 下游颜色
+  downstream: {
+    bg: 'rgba(72, 187, 120, 0.1)',
+    border: 'green.600',
+    badge: 'green',
+    icon: 'green.400',
+  },
+};
+
+/**
+ * 获取节点类型对应的图标
+ */
+const getNodeTypeIcon = (type: string) => {
+  const icons: Record<string, React.ComponentType> = {
+    company: FaBuilding,
+    supplier: FaHandshake,
+    customer: FaUserTie,
+    product: FaIndustry,
+    service: FaCog,
+    channel: FaNetworkWired,
+    raw_material: FaFlask,
+    regulator: FaBuilding,
+    end_user: FaUserTie,
+  };
+  return icons[type] || FaBuilding;
+};
+
+/**
+ * 获取重要度对应的颜色
+ */
+const getImportanceColor = (score?: number): string => {
+  if (!score) return 'green';
+  if (score >= 80) return 'red';
+  if (score >= 60) return 'orange';
+  if (score >= 40) return 'yellow';
+  return 'green';
+};
+
+const ValueChainNodeCard: React.FC<ValueChainNodeCardProps> = memo(({
+  node,
+  isCompany = false,
+  level = 0,
+}) => {
+  const { isOpen, onOpen, onClose } = useDisclosure();
+  const [relatedCompanies, setRelatedCompanies] = useState<RelatedCompany[]>([]);
+  const [loadingRelated, setLoadingRelated] = useState(false);
+  const toast = useToast();
+
+  // 根据层级确定颜色方案
+  const getColorConfig = () => {
+    if (isCompany || level === 0) return THEME.core;
+    if (level < 0) return THEME.upstream;
+    return THEME.downstream;
+  };
+
+  const colorConfig = getColorConfig();
+
+  // 获取相关公司数据
+  const fetchRelatedCompanies = async () => {
+    setLoadingRelated(true);
+    try {
+      const { data } = await axios.get(
+        `/api/company/value-chain/related-companies?node_name=${encodeURIComponent(
+          node.node_name
+        )}`
+      );
+      if (data.success) {
+        setRelatedCompanies(data.data || []);
+      } else {
+        toast({
+          title: '获取相关公司失败',
+          description: data.message,
+          status: 'error',
+          duration: 3000,
+          isClosable: true,
+        });
+      }
+    } catch (error) {
+      logger.error('ValueChainNodeCard', 'fetchRelatedCompanies', error, {
+        node_name: node.node_name,
+      });
+      toast({
+        title: '获取相关公司失败',
+        description: error instanceof Error ? error.message : '未知错误',
+        status: 'error',
+        duration: 3000,
+        isClosable: true,
+      });
+    } finally {
+      setLoadingRelated(false);
+    }
+  };
+
+  // 点击卡片打开模态框
+  const handleCardClick = () => {
+    onOpen();
+    if (relatedCompanies.length === 0) {
+      fetchRelatedCompanies();
+    }
+  };
+
+  return (
+    <>
+      <ScaleFade in={true} initialScale={0.9}>
+        <Card
+          bg={colorConfig.bg}
+          borderColor={colorConfig.border}
+          borderWidth={isCompany ? 2 : 1}
+          shadow={isCompany ? 'lg' : 'sm'}
+          cursor="pointer"
+          onClick={handleCardClick}
+          _hover={{
+            shadow: 'xl',
+            transform: 'translateY(-4px)',
+            borderColor: THEME.gold,
+          }}
+          transition="all 0.3s ease"
+          minH="140px"
+        >
+          <CardBody p={4}>
+            <VStack spacing={3} align="stretch">
+              <HStack justify="space-between">
+                <HStack spacing={2}>
+                  <Icon
+                    as={getNodeTypeIcon(node.node_type)}
+                    color={colorConfig.icon}
+                    boxSize={5}
+                  />
+                  {isCompany && (
+                    <Badge colorScheme={colorConfig.badge} variant="solid">
+                      核心企业
+                    </Badge>
+                  )}
+                </HStack>
+                {node.importance_score !== undefined &&
+                  node.importance_score >= 70 && (
+                    <Tooltip label="重要节点">
+                      <span>
+                        <Icon as={FaStar} color={THEME.gold} boxSize={4} />
+                      </span>
+                    </Tooltip>
+                  )}
+              </HStack>
+
+              <Text fontWeight="bold" fontSize="sm" color={THEME.textPrimary} noOfLines={2}>
+                {node.node_name}
+              </Text>
+
+              {node.node_description && (
+                <Text fontSize="xs" color={THEME.textSecondary} noOfLines={2}>
+                  {node.node_description}
+                </Text>
+              )}
+
+              <HStack spacing={2} flexWrap="wrap">
+                <Badge variant="subtle" size="sm" colorScheme={colorConfig.badge}>
+                  {node.node_type}
+                </Badge>
+                {node.market_share !== undefined && (
+                  <Badge variant="outline" size="sm" color={THEME.goldLight}>
+                    份额 {node.market_share}%
+                  </Badge>
+                )}
+              </HStack>
+
+              {node.importance_score !== undefined && (
+                <Box>
+                  <HStack justify="space-between" mb={1}>
+                    <Text fontSize="xs" color={THEME.textSecondary}>
+                      重要度
+                    </Text>
+                    <Text fontSize="xs" fontWeight="bold" color={THEME.goldLight}>
+                      {node.importance_score}
+                    </Text>
+                  </HStack>
+                  <Progress
+                    value={node.importance_score}
+                    size="xs"
+                    colorScheme={getImportanceColor(node.importance_score)}
+                    borderRadius="full"
+                    bg="gray.600"
+                  />
+                </Box>
+              )}
+            </VStack>
+          </CardBody>
+        </Card>
+      </ScaleFade>
+
+      <RelatedCompaniesModal
+        isOpen={isOpen}
+        onClose={onClose}
+        node={node}
+        isCompany={isCompany}
+        colorScheme={colorConfig.badge}
+        relatedCompanies={relatedCompanies}
+        loadingRelated={loadingRelated}
+      />
+    </>
+  );
+});
+
+ValueChainNodeCard.displayName = 'ValueChainNodeCard';
+
+export default ValueChainNodeCard;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/tabs/BusinessTab.tsx

@@ -0,0 +1,52 @@
+/**
+ * 业务结构 Tab
+ *
+ * 包含：业务结构分析 + 业务板块详情
+ */
+
+import React, { memo } from 'react';
+import TabPanelContainer from '@components/TabPanelContainer';
+import { BusinessStructureCard, BusinessSegmentsCard } from '../components';
+import type { ComprehensiveData } from '../types';
+
+export interface BusinessTabProps {
+  comprehensiveData?: ComprehensiveData;
+  cardBg?: string;
+  expandedSegments: Record<number, boolean>;
+  onToggleSegment: (index: number) => void;
+}
+
+const BusinessTab: React.FC<BusinessTabProps> = memo(({
+  comprehensiveData,
+  cardBg,
+  expandedSegments,
+  onToggleSegment,
+}) => {
+  return (
+    <TabPanelContainer showDisclaimer>
+      {/* 业务结构分析 */}
+      {comprehensiveData?.business_structure &&
+        comprehensiveData.business_structure.length > 0 && (
+          <BusinessStructureCard
+            businessStructure={comprehensiveData.business_structure}
+            cardBg={cardBg}
+          />
+        )}
+
+      {/* 业务板块详情 */}
+      {comprehensiveData?.business_segments &&
+        comprehensiveData.business_segments.length > 0 && (
+          <BusinessSegmentsCard
+            businessSegments={comprehensiveData.business_segments}
+            expandedSegments={expandedSegments}
+            onToggleSegment={onToggleSegment}
+            cardBg={cardBg}
+          />
+        )}
+    </TabPanelContainer>
+  );
+});
+
+BusinessTab.displayName = 'BusinessTab';
+
+export default BusinessTab;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/tabs/DevelopmentTab.tsx

@@ -0,0 +1,49 @@
+/**
+ * 发展历程 Tab
+ *
+ * 包含：关键因素 + 发展时间线（Grid 布局）
+ */
+
+import React, { memo } from 'react';
+import { Grid, GridItem } from '@chakra-ui/react';
+import TabPanelContainer from '@components/TabPanelContainer';
+import { KeyFactorsCard, TimelineCard } from '../components';
+import type { KeyFactorsData } from '../types';
+
+export interface DevelopmentTabProps {
+  keyFactorsData?: KeyFactorsData;
+  cardBg?: string;
+}
+
+const DevelopmentTab: React.FC<DevelopmentTabProps> = memo(({
+  keyFactorsData,
+  cardBg,
+}) => {
+  return (
+    <TabPanelContainer showDisclaimer>
+      <Grid templateColumns="repeat(2, 1fr)" gap={6}>
+        <GridItem colSpan={{ base: 2, lg: 1 }}>
+          {keyFactorsData?.key_factors && (
+            <KeyFactorsCard
+              keyFactors={keyFactorsData.key_factors}
+              cardBg={cardBg}
+            />
+          )}
+        </GridItem>
+
+        <GridItem colSpan={{ base: 2, lg: 1 }}>
+          {keyFactorsData?.development_timeline && (
+            <TimelineCard
+              developmentTimeline={keyFactorsData.development_timeline}
+              cardBg={cardBg}
+            />
+          )}
+        </GridItem>
+      </Grid>
+    </TabPanelContainer>
+  );
+});
+
+DevelopmentTab.displayName = 'DevelopmentTab';
+
+export default DevelopmentTab;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/tabs/StrategyTab.tsx

@@ -0,0 +1,58 @@
+/**
+ * 战略分析 Tab
+ *
+ * 包含：核心定位 + 战略分析 + 竞争地位分析（含行业排名弹窗）
+ */
+
+import React, { memo } from 'react';
+import TabPanelContainer from '@components/TabPanelContainer';
+import {
+  CorePositioningCard,
+  StrategyAnalysisCard,
+  CompetitiveAnalysisCard,
+} from '../components';
+import type { ComprehensiveData, IndustryRankData } from '../types';
+
+export interface StrategyTabProps {
+  comprehensiveData?: ComprehensiveData;
+  industryRankData?: IndustryRankData[];
+  cardBg?: string;
+}
+
+const StrategyTab: React.FC<StrategyTabProps> = memo(({
+  comprehensiveData,
+  industryRankData,
+  cardBg,
+}) => {
+  return (
+    <TabPanelContainer showDisclaimer>
+      {/* 核心定位卡片 */}
+      {comprehensiveData?.qualitative_analysis && (
+        <CorePositioningCard
+          qualitativeAnalysis={comprehensiveData.qualitative_analysis}
+          cardBg={cardBg}
+        />
+      )}
+
+      {/* 战略分析 */}
+      {comprehensiveData?.qualitative_analysis?.strategy && (
+        <StrategyAnalysisCard
+          strategy={comprehensiveData.qualitative_analysis.strategy}
+          cardBg={cardBg}
+        />
+      )}
+
+      {/* 竞争地位分析（包含行业排名弹窗） */}
+      {comprehensiveData?.competitive_position && (
+        <CompetitiveAnalysisCard
+          comprehensiveData={comprehensiveData}
+          industryRankData={industryRankData}
+        />
+      )}
+    </TabPanelContainer>
+  );
+});
+
+StrategyTab.displayName = 'StrategyTab';
+
+export default StrategyTab;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/tabs/ValueChainTab.tsx

@@ -0,0 +1,32 @@
+/**
+ * 产业链 Tab
+ *
+ * 包含：产业链分析（层级视图 + Sankey 流向图）
+ */
+
+import React, { memo } from 'react';
+import TabPanelContainer from '@components/TabPanelContainer';
+import { ValueChainCard } from '../components';
+import type { ValueChainData } from '../types';
+
+export interface ValueChainTabProps {
+  valueChainData?: ValueChainData;
+  cardBg?: string;
+}
+
+const ValueChainTab: React.FC<ValueChainTabProps> = memo(({
+  valueChainData,
+  cardBg,
+}) => {
+  return (
+    <TabPanelContainer showDisclaimer>
+      {valueChainData && (
+        <ValueChainCard valueChainData={valueChainData} cardBg={cardBg} />
+      )}
+    </TabPanelContainer>
+  );
+});
+
+ValueChainTab.displayName = 'ValueChainTab';
+
+export default ValueChainTab;

src/views/Company/components/CompanyOverview/DeepAnalysisTab/tabs/index.ts

@@ -0,0 +1,14 @@
+/**
+ * DeepAnalysisTab - Tab 组件导出
+ */
+
+export { default as StrategyTab } from './StrategyTab';
+export { default as BusinessTab } from './BusinessTab';
+export { default as ValueChainTab } from './ValueChainTab';
+export { default as DevelopmentTab } from './DevelopmentTab';
+
+// 导出类型
+export type { StrategyTabProps } from './StrategyTab';
+export type { BusinessTabProps } from './BusinessTab';
+export type { ValueChainTabProps } from './ValueChainTab';
+export type { DevelopmentTabProps } from './DevelopmentTab';

src/views/Company/components/CompanyOverview/DeepAnalysisTab/types.ts

@@ -0,0 +1,403 @@
+/**
+ * DeepAnalysisTab 组件类型定义
+ *
+ * 深度分析 Tab 所需的所有数据接口类型
+ */
+
+// ==================== 格式化工具类型 ====================
+
+export interface FormatUtils {
+  formatCurrency: (value: number | null | undefined) => string;
+  formatBusinessRevenue: (value: number | null | undefined, unit?: string) => string;
+  formatPercentage: (value: number | null | undefined) => string;
+}
+
+// ==================== 竞争力评分类型 ====================
+
+export interface CompetitiveScores {
+  market_position?: number;
+  technology?: number;
+  brand?: number;
+  operation?: number;
+  finance?: number;
+  innovation?: number;
+  risk?: number;
+  growth?: number;
+}
+
+export interface CompetitiveRanking {
+  industry_rank: number;
+  total_companies: number;
+}
+
+export interface CompetitiveAnalysis {
+  main_competitors?: string;
+  competitive_advantages?: string;
+  competitive_disadvantages?: string;
+}
+
+export interface CompetitivePosition {
+  scores?: CompetitiveScores;
+  ranking?: CompetitiveRanking;
+  analysis?: CompetitiveAnalysis;
+}
+
+// ==================== 核心定位类型 ====================
+
+/** 特性项（用于核心定位下方的两个区块：零售业务/综合金融） */
+export interface FeatureItem {
+  /** 图标名称，如 'bank', 'fire' */
+  icon: string;
+  /** 标题，如 '零售业务' */
+  title: string;
+  /** 描述文字 */
+  description: string;
+}
+
+/** 投资亮点项（结构化） */
+export interface InvestmentHighlightItem {
+  /** 图标名称，如 'users', 'trending-up' */
+  icon: string;
+  /** 标题，如 '综合金融优势' */
+  title: string;
+  /** 描述文字 */
+  description: string;
+}
+
+/** 商业模式板块 */
+export interface BusinessModelSection {
+  /** 标题，如 '零售银行核心驱动' */
+  title: string;
+  /** 描述文字 */
+  description: string;
+  /** 可选的标签，如 ['AI应用深化', '大数据分析'] */
+  tags?: string[];
+}
+
+export interface CorePositioning {
+  /** 一句话介绍 */
+  one_line_intro?: string;
+  /** 核心特性（2个，显示在核心定位区域下方） */
+  features?: FeatureItem[];
+  /** 投资亮点 - 支持结构化数组（新格式）或字符串（旧格式） */
+  investment_highlights?: InvestmentHighlightItem[] | string;
+  /** 结构化商业模式数组 */
+  business_model_sections?: BusinessModelSection[];
+  /** 原 investment_highlights 文本格式（兼容旧数据，优先级低于 investment_highlights） */
+  investment_highlights_text?: string;
+  /** 商业模式描述（兼容旧数据） */
+  business_model_desc?: string;
+}
+
+export interface Strategy {
+  strategy_description?: string;
+  strategic_initiatives?: string;
+}
+
+export interface QualitativeAnalysis {
+  core_positioning?: CorePositioning;
+  strategy?: Strategy;
+}
+
+// ==================== 业务结构类型 ====================
+
+export interface FinancialMetrics {
+  revenue?: number;
+  revenue_ratio?: number;
+  gross_margin?: number;
+}
+
+export interface GrowthMetrics {
+  revenue_growth?: number;
+}
+
+export interface BusinessStructure {
+  business_name: string;
+  business_level: number;
+  revenue?: number;
+  revenue_unit?: string;
+  financial_metrics?: FinancialMetrics;
+  growth_metrics?: GrowthMetrics;
+  report_period?: string;
+}
+
+// ==================== 业务板块类型 ====================
+
+export interface BusinessSegment {
+  segment_name: string;
+  segment_description?: string;
+  competitive_position?: string;
+  future_potential?: string;
+  key_products?: string;
+  market_share?: number;
+  revenue_contribution?: number;
+}
+
+// ==================== 综合数据类型 ====================
+
+export interface ComprehensiveData {
+  qualitative_analysis?: QualitativeAnalysis;
+  competitive_position?: CompetitivePosition;
+  business_structure?: BusinessStructure[];
+  business_segments?: BusinessSegment[];
+}
+
+// ==================== 产业链类型 ====================
+
+export interface ValueChainNode {
+  node_name: string;
+  node_type: string;
+  node_description?: string;
+  node_level?: number;
+  importance_score?: number;
+  market_share?: number;
+  dependency_degree?: number;
+}
+
+export interface ValueChainFlow {
+  source?: { node_name: string };
+  target?: { node_name: string };
+  flow_metrics?: {
+    flow_ratio?: string;
+  };
+}
+
+export interface NodesByLevel {
+  [key: string]: ValueChainNode[];
+}
+
+export interface ValueChainStructure {
+  nodes_by_level?: NodesByLevel;
+}
+
+export interface AnalysisSummary {
+  upstream_nodes?: number;
+  company_nodes?: number;
+  downstream_nodes?: number;
+  total_nodes?: number;
+}
+
+export interface ValueChainData {
+  value_chain_flows?: ValueChainFlow[];
+  value_chain_structure?: ValueChainStructure;
+  analysis_summary?: AnalysisSummary;
+}
+
+// ==================== 相关公司类型 ====================
+
+export interface RelatedCompanyRelationship {
+  role: 'source' | 'target';
+  connected_node: string;
+}
+
+export interface RelatedCompanyNodeInfo {
+  node_level?: number;
+  node_description?: string;
+}
+
+export interface RelatedCompany {
+  stock_code: string;
+  stock_name: string;
+  company_name?: string;
+  node_info?: RelatedCompanyNodeInfo;
+  relationships?: RelatedCompanyRelationship[];
+}
+
+// ==================== 关键因素类型 ====================
+
+export type ImpactDirection = 'positive' | 'negative' | 'neutral' | 'mixed';
+
+export interface KeyFactor {
+  factor_name: string;
+  factor_value: string | number;
+  factor_unit?: string;
+  factor_desc?: string;
+  impact_direction?: ImpactDirection;
+  impact_weight?: number;
+  year_on_year?: number;
+  report_period?: string;
+}
+
+export interface FactorCategory {
+  category_name: string;
+  factors: KeyFactor[];
+}
+
+export interface KeyFactors {
+  total_factors?: number;
+  categories: FactorCategory[];
+}
+
+// ==================== 时间线事件类型 ====================
+
+export interface ImpactMetrics {
+  is_positive?: boolean;
+  impact_score?: number;
+}
+
+export interface RelatedInfo {
+  financial_impact?: string;
+}
+
+export interface TimelineEvent {
+  event_title: string;
+  event_date: string;
+  event_type: string;
+  event_desc: string;
+  impact_metrics?: ImpactMetrics;
+  related_info?: RelatedInfo;
+}
+
+export interface TimelineStatistics {
+  positive_events?: number;
+  negative_events?: number;
+}
+
+export interface DevelopmentTimeline {
+  events: TimelineEvent[];
+  statistics?: TimelineStatistics;
+}
+
+// ==================== 关键因素数据类型 ====================
+
+export interface KeyFactorsData {
+  key_factors?: KeyFactors;
+  development_timeline?: DevelopmentTimeline;
+}
+
+// ==================== 行业排名类型 ====================
+
+/** 行业排名指标 */
+export interface RankingMetric {
+  value?: number;
+  rank?: number;
+  industry_avg?: number;
+}
+
+/** 行业排名数据 */
+export interface IndustryRankData {
+  period: string;
+  report_type: string;
+  rankings?: {
+    industry_name: string;
+    level_description: string;
+    metrics?: {
+      eps?: RankingMetric;
+      bvps?: RankingMetric;
+      roe?: RankingMetric;
+      revenue_growth?: RankingMetric;
+      profit_growth?: RankingMetric;
+      operating_margin?: RankingMetric;
+      debt_ratio?: RankingMetric;
+      receivable_turnover?: RankingMetric;
+    };
+  }[];
+}
+
+// ==================== 主组件 Props 类型 ====================
+
+/** Tab 类型 */
+export type DeepAnalysisTabKey = 'strategy' | 'business' | 'valueChain' | 'development';
+
+export interface DeepAnalysisTabProps {
+  comprehensiveData?: ComprehensiveData;
+  valueChainData?: ValueChainData;
+  keyFactorsData?: KeyFactorsData;
+  industryRankData?: IndustryRankData[];
+  loading?: boolean;
+  cardBg?: string;
+  expandedSegments: Record<number, boolean>;
+  onToggleSegment: (index: number) => void;
+  /** 当前激活的 Tab（受控模式） */
+  activeTab?: DeepAnalysisTabKey;
+  /** Tab 切换回调（懒加载触发） */
+  onTabChange?: (index: number, tabKey: string) => void;
+}
+
+// ==================== 子组件 Props 类型 ====================
+
+export interface DisclaimerBoxProps {
+  // 无需 props
+}
+
+export interface ScoreBarProps {
+  label: string;
+  score?: number;
+  icon?: React.ComponentType;
+}
+
+export interface BusinessTreeItemProps {
+  business: BusinessStructure;
+  depth?: number;
+}
+
+export interface KeyFactorCardProps {
+  factor: KeyFactor;
+}
+
+export interface ValueChainNodeCardProps {
+  node: ValueChainNode;
+  isCompany?: boolean;
+  level?: number;
+}
+
+export interface TimelineComponentProps {
+  events: TimelineEvent[];
+}
+
+// ==================== 图表配置类型 ====================
+
+export interface RadarIndicator {
+  name: string;
+  max: number;
+}
+
+export interface RadarChartOption {
+  tooltip: { trigger: string };
+  radar: {
+    indicator: RadarIndicator[];
+    shape: string;
+    splitNumber: number;
+    name: { textStyle: { color: string; fontSize: number } };
+    splitLine: { lineStyle: { color: string[] } };
+    splitArea: { show: boolean; areaStyle: { color: string[] } };
+    axisLine: { lineStyle: { color: string } };
+  };
+  series: Array<{
+    name: string;
+    type: string;
+    data: Array<{
+      value: number[];
+      name: string;
+      symbol: string;
+      symbolSize: number;
+      lineStyle: { width: number; color: string };
+      areaStyle: { color: string };
+      label: { show: boolean; formatter: (params: { value: number }) => number; color: string; fontSize: number };
+    }>;
+  }>;
+}
+
+export interface SankeyNode {
+  name: string;
+}
+
+export interface SankeyLink {
+  source: string;
+  target: string;
+  value: number;
+  lineStyle: { color: string; opacity: number };
+}
+
+export interface SankeyChartOption {
+  tooltip: { trigger: string; triggerOn: string };
+  series: Array<{
+    type: string;
+    layout: string;
+    emphasis: { focus: string };
+    data: SankeyNode[];
+    links: SankeyLink[];
+    lineStyle: { color: string; curveness: number };
+    label: { color: string; fontSize: number };
+  }>;
+}

src/views/Company/components/CompanyOverview/DeepAnalysisTab/utils/chartOptions.ts

@@ -0,0 +1,139 @@
+/**
+ * DeepAnalysisTab 图表配置工具
+ *
+ * 生成雷达图和桑基图的 ECharts 配置
+ */
+
+import type {
+  ComprehensiveData,
+  ValueChainData,
+  RadarChartOption,
+  SankeyChartOption,
+} from '../types';
+
+/**
+ * 生成竞争力雷达图配置
+ * @param comprehensiveData - 综合分析数据
+ * @returns ECharts 雷达图配置，或 null（数据不足时）
+ */
+export const getRadarChartOption = (
+  comprehensiveData?: ComprehensiveData
+): RadarChartOption | null => {
+  if (!comprehensiveData?.competitive_position?.scores) return null;
+
+  const scores = comprehensiveData.competitive_position.scores;
+  const indicators = [
+    { name: '市场地位', max: 100 },
+    { name: '技术实力', max: 100 },
+    { name: '品牌价值', max: 100 },
+    { name: '运营效率', max: 100 },
+    { name: '财务健康', max: 100 },
+    { name: '创新能力', max: 100 },
+    { name: '风险控制', max: 100 },
+    { name: '成长潜力', max: 100 },
+  ];
+
+  const data = [
+    scores.market_position || 0,
+    scores.technology || 0,
+    scores.brand || 0,
+    scores.operation || 0,
+    scores.finance || 0,
+    scores.innovation || 0,
+    scores.risk || 0,
+    scores.growth || 0,
+  ];
+
+  return {
+    tooltip: { trigger: 'item' },
+    radar: {
+      indicator: indicators,
+      shape: 'polygon',
+      splitNumber: 4,
+      name: { textStyle: { color: '#666', fontSize: 12 } },
+      splitLine: {
+        lineStyle: { color: ['#e8e8e8', '#e0e0e0', '#d0d0d0', '#c0c0c0'] },
+      },
+      splitArea: {
+        show: true,
+        areaStyle: {
+          color: ['rgba(250,250,250,0.3)', 'rgba(200,200,200,0.3)'],
+        },
+      },
+      axisLine: { lineStyle: { color: '#ddd' } },
+    },
+    series: [
+      {
+        name: '竞争力评分',
+        type: 'radar',
+        data: [
+          {
+            value: data,
+            name: '当前评分',
+            symbol: 'circle',
+            symbolSize: 5,
+            lineStyle: { width: 2, color: '#3182ce' },
+            areaStyle: { color: 'rgba(49, 130, 206, 0.3)' },
+            label: {
+              show: true,
+              formatter: (params: { value: number }) => params.value,
+              color: '#3182ce',
+              fontSize: 10,
+            },
+          },
+        ],
+      },
+    ],
+  };
+};
+
+/**
+ * 生成产业链桑基图配置
+ * @param valueChainData - 产业链数据
+ * @returns ECharts 桑基图配置，或 null（数据不足时）
+ */
+export const getSankeyChartOption = (
+  valueChainData?: ValueChainData
+): SankeyChartOption | null => {
+  if (
+    !valueChainData?.value_chain_flows ||
+    valueChainData.value_chain_flows.length === 0
+  ) {
+    return null;
+  }
+
+  const nodes = new Set<string>();
+  const links: Array<{
+    source: string;
+    target: string;
+    value: number;
+    lineStyle: { color: string; opacity: number };
+  }> = [];
+
+  valueChainData.value_chain_flows.forEach((flow) => {
+    if (!flow?.source?.node_name || !flow?.target?.node_name) return;
+    nodes.add(flow.source.node_name);
+    nodes.add(flow.target.node_name);
+    links.push({
+      source: flow.source.node_name,
+      target: flow.target.node_name,
+      value: parseFloat(flow.flow_metrics?.flow_ratio || '1') || 1,
+      lineStyle: { color: 'source', opacity: 0.6 },
+    });
+  });
+
+  return {
+    tooltip: { trigger: 'item', triggerOn: 'mousemove' },
+    series: [
+      {
+        type: 'sankey',
+        layout: 'none',
+        emphasis: { focus: 'adjacency' },
+        data: Array.from(nodes).map((name) => ({ name })),
+        links: links,
+        lineStyle: { color: 'gradient', curveness: 0.5 },
+        label: { color: '#333', fontSize: 10 },
+      },
+    ],
+  };
+};

src/views/Company/components/CompanyOverview/NewsEventsTab.js

@@ -0,0 +1,650 @@
+// src/views/Company/components/CompanyOverview/NewsEventsTab.js
+// 新闻动态 Tab - 相关新闻事件列表 + 分页
+
+import React from "react";
+import {
+  Box,
+  VStack,
+  HStack,
+  Text,
+  Badge,
+  Icon,
+  Card,
+  CardBody,
+  Button,
+  Input,
+  InputGroup,
+  InputLeftElement,
+  Tag,
+  Center,
+  Spinner,
+} from "@chakra-ui/react";
+import { SearchIcon } from "@chakra-ui/icons";
+import {
+  FaNewspaper,
+  FaBullhorn,
+  FaGavel,
+  FaFlask,
+  FaDollarSign,
+  FaShieldAlt,
+  FaFileAlt,
+  FaIndustry,
+  FaEye,
+  FaFire,
+  FaChartLine,
+  FaChevronLeft,
+  FaChevronRight,
+} from "react-icons/fa";
+
+// 黑金主题配色
+const THEME_PRESETS = {
+  blackGold: {
+    bg: "#0A0E17",
+    cardBg: "#1A1F2E",
+    cardHoverBg: "#212633",
+    cardBorder: "rgba(212, 175, 55, 0.2)",
+    cardHoverBorder: "#D4AF37",
+    textPrimary: "#E8E9ED",
+    textSecondary: "#A0A4B8",
+    textMuted: "#6B7280",
+    gold: "#D4AF37",
+    goldLight: "#FFD54F",
+    inputBg: "#151922",
+    inputBorder: "#2D3748",
+    buttonBg: "#D4AF37",
+    buttonText: "#0A0E17",
+    buttonHoverBg: "#FFD54F",
+    badgeS: { bg: "rgba(255, 195, 0, 0.2)", color: "#FFD54F" },
+    badgeA: { bg: "rgba(249, 115, 22, 0.2)", color: "#FB923C" },
+    badgeB: { bg: "rgba(59, 130, 246, 0.2)", color: "#60A5FA" },
+    badgeC: { bg: "rgba(107, 114, 128, 0.2)", color: "#9CA3AF" },
+    tagBg: "rgba(212, 175, 55, 0.15)",
+    tagColor: "#D4AF37",
+    spinnerColor: "#D4AF37",
+  },
+  default: {
+    bg: "white",
+    cardBg: "white",
+    cardHoverBg: "gray.50",
+    cardBorder: "gray.200",
+    cardHoverBorder: "blue.300",
+    textPrimary: "gray.800",
+    textSecondary: "gray.600",
+    textMuted: "gray.500",
+    gold: "blue.500",
+    goldLight: "blue.400",
+    inputBg: "white",
+    inputBorder: "gray.200",
+    buttonBg: "blue.500",
+    buttonText: "white",
+    buttonHoverBg: "blue.600",
+    badgeS: { bg: "red.100", color: "red.600" },
+    badgeA: { bg: "orange.100", color: "orange.600" },
+    badgeB: { bg: "yellow.100", color: "yellow.600" },
+    badgeC: { bg: "green.100", color: "green.600" },
+    tagBg: "cyan.50",
+    tagColor: "cyan.600",
+    spinnerColor: "blue.500",
+  },
+};
+
+/**
+ * 新闻动态 Tab 组件
+ *
+ * Props:
+ * - newsEvents: 新闻事件列表数组
+ * - newsLoading: 加载状态
+ * - newsPagination: 分页信息 { page, per_page, total, pages, has_next, has_prev }
+ * - searchQuery: 搜索关键词
+ * - onSearchChange: 搜索输入回调 (value) => void
+ * - onSearch: 搜索提交回调 () => void
+ * - onPageChange: 分页回调 (page) => void
+ * - cardBg: 卡片背景色
+ * - themePreset: 主题预设 'blackGold' | 'default'
+ */
+const NewsEventsTab = ({
+  newsEvents = [],
+  newsLoading = false,
+  newsPagination = {
+    page: 1,
+    per_page: 10,
+    total: 0,
+    pages: 0,
+    has_next: false,
+    has_prev: false,
+  },
+  searchQuery = "",
+  onSearchChange,
+  onSearch,
+  onPageChange,
+  cardBg,
+  themePreset = "default",
+}) => {
+  // 获取主题配色
+  const theme = THEME_PRESETS[themePreset] || THEME_PRESETS.default;
+  const isBlackGold = themePreset === "blackGold";
+  // 事件类型图标映射
+  const getEventTypeIcon = (eventType) => {
+    const iconMap = {
+      企业公告: FaBullhorn,
+      政策: FaGavel,
+      技术突破: FaFlask,
+      企业融资: FaDollarSign,
+      政策监管: FaShieldAlt,
+      政策动态: FaFileAlt,
+      行业事件: FaIndustry,
+    };
+    return iconMap[eventType] || FaNewspaper;
+  };
+
+  // 重要性颜色映射 - 根据主题返回不同配色
+  const getImportanceBadgeStyle = (importance) => {
+    if (isBlackGold) {
+      const styles = {
+        S: theme.badgeS,
+        A: theme.badgeA,
+        B: theme.badgeB,
+        C: theme.badgeC,
+      };
+      return styles[importance] || { bg: "rgba(107, 114, 128, 0.2)", color: "#9CA3AF" };
+    }
+    // 默认主题使用 colorScheme
+    const colorMap = {
+      S: "red",
+      A: "orange",
+      B: "yellow",
+      C: "green",
+    };
+    return { colorScheme: colorMap[importance] || "gray" };
+  };
+
+  // 处理搜索输入
+  const handleInputChange = (e) => {
+    onSearchChange?.(e.target.value);
+  };
+
+  // 处理搜索提交
+  const handleSearchSubmit = () => {
+    onSearch?.();
+  };
+
+  // 处理键盘事件
+  const handleKeyPress = (e) => {
+    if (e.key === "Enter") {
+      handleSearchSubmit();
+    }
+  };
+
+  // 处理分页
+  const handlePageChange = (page) => {
+    onPageChange?.(page);
+    // 滚动到列表顶部
+    document
+      .getElementById("news-list-top")
+      ?.scrollIntoView({ behavior: "smooth" });
+  };
+
+  // 渲染分页按钮
+  const renderPaginationButtons = () => {
+    const { page: currentPage, pages: totalPages } = newsPagination;
+    const pageButtons = [];
+
+    // 显示当前页及前后各2页
+    let startPage = Math.max(1, currentPage - 2);
+    let endPage = Math.min(totalPages, currentPage + 2);
+
+    // 如果开始页大于1，显示省略号
+    if (startPage > 1) {
+      pageButtons.push(
+        <Text key="start-ellipsis" fontSize="sm" color={theme.textMuted}>
+          ...
+        </Text>
+      );
+    }
+
+    for (let i = startPage; i <= endPage; i++) {
+      const isActive = i === currentPage;
+      pageButtons.push(
+        <Button
+          key={i}
+          size="sm"
+          bg={isActive ? theme.buttonBg : (isBlackGold ? theme.inputBg : undefined)}
+          color={isActive ? theme.buttonText : theme.textSecondary}
+          borderColor={isActive ? theme.gold : theme.cardBorder}
+          borderWidth="1px"
+          _hover={{
+            bg: isActive ? theme.buttonHoverBg : theme.cardHoverBg,
+            borderColor: theme.gold
+          }}
+          onClick={() => handlePageChange(i)}
+          isDisabled={newsLoading}
+        >
+          {i}
+        </Button>
+      );
+    }
+
+    // 如果结束页小于总页数，显示省略号
+    if (endPage < totalPages) {
+      pageButtons.push(
+        <Text key="end-ellipsis" fontSize="sm" color={theme.textMuted}>
+          ...
+        </Text>
+      );
+    }
+
+    return pageButtons;
+  };
+
+  return (
+    <VStack spacing={4} align="stretch">
+      <Card bg={cardBg || theme.cardBg} shadow="md" borderColor={theme.cardBorder} borderWidth={isBlackGold ? "1px" : "0"}>
+        <CardBody>
+          <VStack spacing={4} align="stretch">
+            {/* 搜索框和统计信息 */}
+            <HStack justify="space-between" flexWrap="wrap">
+              <HStack flex={1} minW="300px">
+                <InputGroup>
+                  <InputLeftElement pointerEvents="none">
+                    <SearchIcon color={theme.textMuted} />
+                  </InputLeftElement>
+                  <Input
+                    placeholder="搜索相关新闻..."
+                    value={searchQuery}
+                    onChange={handleInputChange}
+                    onKeyPress={handleKeyPress}
+                    bg={theme.inputBg}
+                    borderColor={theme.inputBorder}
+                    color={theme.textPrimary}
+                    _placeholder={{ color: theme.textMuted }}
+                    _hover={{ borderColor: theme.gold }}
+                    _focus={{ borderColor: theme.gold, boxShadow: `0 0 0 1px ${theme.gold}` }}
+                  />
+                </InputGroup>
+                <Button
+                  bg={theme.buttonBg}
+                  color={theme.buttonText}
+                  _hover={{ bg: theme.buttonHoverBg }}
+                  onClick={handleSearchSubmit}
+                  isLoading={newsLoading}
+                  minW="80px"
+                >
+                  搜索
+                </Button>
+              </HStack>
+
+              {newsPagination.total > 0 && (
+                <HStack spacing={2}>
+                  <Icon as={FaNewspaper} color={theme.gold} />
+                  <Text fontSize="sm" color={theme.textSecondary}>
+                    共找到{" "}
+                    <Text as="span" fontWeight="bold" color={theme.gold}>
+                      {newsPagination.total}
+                    </Text>{" "}
+                    条新闻
+                  </Text>
+                </HStack>
+              )}
+            </HStack>
+
+            <div id="news-list-top" />
+
+            {/* 新闻列表 */}
+            {newsLoading ? (
+              <Center h="400px">
+                <VStack spacing={3}>
+                  <Spinner size="xl" color={theme.spinnerColor} thickness="4px" />
+                  <Text color={theme.textSecondary}>正在加载新闻...</Text>
+                </VStack>
+              </Center>
+            ) : newsEvents.length > 0 ? (
+              <>
+                <VStack spacing={3} align="stretch">
+                  {newsEvents.map((event, idx) => {
+                    const importanceBadgeStyle = getImportanceBadgeStyle(
+                      event.importance
+                    );
+                    const eventTypeIcon = getEventTypeIcon(event.event_type);
+
+                    return (
+                      <Card
+                        key={event.id || idx}
+                        variant="outline"
+                        bg={theme.cardBg}
+                        borderColor={theme.cardBorder}
+                        _hover={{
+                          bg: theme.cardHoverBg,
+                          shadow: "md",
+                          borderColor: theme.cardHoverBorder,
+                        }}
+                        transition="all 0.2s"
+                      >
+                        <CardBody p={4}>
+                          <VStack align="stretch" spacing={3}>
+                            {/* 标题栏 */}
+                            <HStack justify="space-between" align="start">
+                              <VStack align="start" spacing={2} flex={1}>
+                                <HStack>
+                                  <Icon
+                                    as={eventTypeIcon}
+                                    color={theme.gold}
+                                    boxSize={5}
+                                  />
+                                  <Text
+                                    fontWeight="bold"
+                                    fontSize="lg"
+                                    lineHeight="1.3"
+                                    color={theme.textPrimary}
+                                  >
+                                    {event.title}
+                                  </Text>
+                                </HStack>
+
+                                {/* 标签栏 */}
+                                <HStack spacing={2} flexWrap="wrap">
+                                  {event.importance && (
+                                    <Badge
+                                      {...(isBlackGold ? {} : { colorScheme: importanceBadgeStyle.colorScheme, variant: "solid" })}
+                                      bg={isBlackGold ? importanceBadgeStyle.bg : undefined}
+                                      color={isBlackGold ? importanceBadgeStyle.color : undefined}
+                                      px={2}
+                                    >
+                                      {event.importance}级
+                                    </Badge>
+                                  )}
+                                  {event.event_type && (
+                                    <Badge
+                                      {...(isBlackGold ? {} : { colorScheme: "blue", variant: "outline" })}
+                                      bg={isBlackGold ? "rgba(59, 130, 246, 0.2)" : undefined}
+                                      color={isBlackGold ? "#60A5FA" : undefined}
+                                      borderColor={isBlackGold ? "rgba(59, 130, 246, 0.3)" : undefined}
+                                    >
+                                      {event.event_type}
+                                    </Badge>
+                                  )}
+                                  {event.invest_score && (
+                                    <Badge
+                                      {...(isBlackGold ? {} : { colorScheme: "purple", variant: "subtle" })}
+                                      bg={isBlackGold ? "rgba(139, 92, 246, 0.2)" : undefined}
+                                      color={isBlackGold ? "#A78BFA" : undefined}
+                                    >
+                                      投资分: {event.invest_score}
+                                    </Badge>
+                                  )}
+                                  {event.keywords && event.keywords.length > 0 && (
+                                    <>
+                                      {event.keywords
+                                        .slice(0, 4)
+                                        .map((keyword, kidx) => (
+                                          <Tag
+                                            key={kidx}
+                                            size="sm"
+                                            {...(isBlackGold ? {} : { colorScheme: "cyan", variant: "subtle" })}
+                                            bg={isBlackGold ? theme.tagBg : undefined}
+                                            color={isBlackGold ? theme.tagColor : undefined}
+                                          >
+                                            {typeof keyword === "string"
+                                              ? keyword
+                                              : keyword?.concept ||
+                                                keyword?.name ||
+                                                "未知"}
+                                          </Tag>
+                                        ))}
+                                    </>
+                                  )}
+                                </HStack>
+                              </VStack>
+
+                              {/* 右侧信息栏 */}
+                              <VStack align="end" spacing={1} minW="100px">
+                                <Text fontSize="xs" color={theme.textMuted}>
+                                  {event.created_at
+                                    ? new Date(
+                                        event.created_at
+                                      ).toLocaleDateString("zh-CN", {
+                                        year: "numeric",
+                                        month: "2-digit",
+                                        day: "2-digit",
+                                      })
+                                    : ""}
+                                </Text>
+                                <HStack spacing={3}>
+                                  {event.view_count !== undefined && (
+                                    <HStack spacing={1}>
+                                      <Icon
+                                        as={FaEye}
+                                        boxSize={3}
+                                        color={theme.textMuted}
+                                      />
+                                      <Text fontSize="xs" color={theme.textMuted}>
+                                        {event.view_count}
+                                      </Text>
+                                    </HStack>
+                                  )}
+                                  {event.hot_score !== undefined && (
+                                    <HStack spacing={1}>
+                                      <Icon
+                                        as={FaFire}
+                                        boxSize={3}
+                                        color={theme.goldLight}
+                                      />
+                                      <Text fontSize="xs" color={theme.textMuted}>
+                                        {event.hot_score.toFixed(1)}
+                                      </Text>
+                                    </HStack>
+                                  )}
+                                </HStack>
+                                {event.creator && (
+                                  <Text fontSize="xs" color={theme.textMuted}>
+                                    @{event.creator.username}
+                                  </Text>
+                                )}
+                              </VStack>
+                            </HStack>
+
+                            {/* 描述 */}
+                            {event.description && (
+                              <Text
+                                fontSize="sm"
+                                color={theme.textSecondary}
+                                lineHeight="1.6"
+                              >
+                                {event.description}
+                              </Text>
+                            )}
+
+                            {/* 收益率数据 */}
+                            {(event.related_avg_chg !== null ||
+                              event.related_max_chg !== null ||
+                              event.related_week_chg !== null) && (
+                              <Box
+                                pt={2}
+                                borderTop="1px"
+                                borderColor={theme.cardBorder}
+                              >
+                                <HStack spacing={6} flexWrap="wrap">
+                                  <HStack spacing={1}>
+                                    <Icon
+                                      as={FaChartLine}
+                                      boxSize={3}
+                                      color={theme.textMuted}
+                                    />
+                                    <Text
+                                      fontSize="xs"
+                                      color={theme.textMuted}
+                                      fontWeight="medium"
+                                    >
+                                      相关涨跌:
+                                    </Text>
+                                  </HStack>
+                                  {event.related_avg_chg !== null &&
+                                    event.related_avg_chg !== undefined && (
+                                      <HStack spacing={1}>
+                                        <Text fontSize="xs" color={theme.textMuted}>
+                                          平均
+                                        </Text>
+                                        <Text
+                                          fontSize="sm"
+                                          fontWeight="bold"
+                                          color={
+                                            event.related_avg_chg > 0
+                                              ? "#EF4444"
+                                              : "#10B981"
+                                          }
+                                        >
+                                          {event.related_avg_chg > 0 ? "+" : ""}
+                                          {event.related_avg_chg.toFixed(2)}%
+                                        </Text>
+                                      </HStack>
+                                    )}
+                                  {event.related_max_chg !== null &&
+                                    event.related_max_chg !== undefined && (
+                                      <HStack spacing={1}>
+                                        <Text fontSize="xs" color={theme.textMuted}>
+                                          最大
+                                        </Text>
+                                        <Text
+                                          fontSize="sm"
+                                          fontWeight="bold"
+                                          color={
+                                            event.related_max_chg > 0
+                                              ? "#EF4444"
+                                              : "#10B981"
+                                          }
+                                        >
+                                          {event.related_max_chg > 0 ? "+" : ""}
+                                          {event.related_max_chg.toFixed(2)}%
+                                        </Text>
+                                      </HStack>
+                                    )}
+                                  {event.related_week_chg !== null &&
+                                    event.related_week_chg !== undefined && (
+                                      <HStack spacing={1}>
+                                        <Text fontSize="xs" color={theme.textMuted}>
+                                          周
+                                        </Text>
+                                        <Text
+                                          fontSize="sm"
+                                          fontWeight="bold"
+                                          color={
+                                            event.related_week_chg > 0
+                                              ? "#EF4444"
+                                              : "#10B981"
+                                          }
+                                        >
+                                          {event.related_week_chg > 0
+                                            ? "+"
+                                            : ""}
+                                          {event.related_week_chg.toFixed(2)}%
+                                        </Text>
+                                      </HStack>
+                                    )}
+                                </HStack>
+                              </Box>
+                            )}
+                          </VStack>
+                        </CardBody>
+                      </Card>
+                    );
+                  })}
+                </VStack>
+
+                {/* 分页控件 */}
+                {newsPagination.pages > 1 && (
+                  <Box pt={4}>
+                    <HStack
+                      justify="space-between"
+                      align="center"
+                      flexWrap="wrap"
+                    >
+                      {/* 分页信息 */}
+                      <Text fontSize="sm" color={theme.textSecondary}>
+                        第 {newsPagination.page} / {newsPagination.pages} 页
+                      </Text>
+
+                      {/* 分页按钮 */}
+                      <HStack spacing={2}>
+                        <Button
+                          size="sm"
+                          bg={isBlackGold ? theme.inputBg : undefined}
+                          color={theme.textSecondary}
+                          borderColor={theme.cardBorder}
+                          borderWidth="1px"
+                          _hover={{ bg: theme.cardHoverBg, borderColor: theme.gold }}
+                          onClick={() => handlePageChange(1)}
+                          isDisabled={!newsPagination.has_prev || newsLoading}
+                          leftIcon={<Icon as={FaChevronLeft} />}
+                        >
+                          首页
+                        </Button>
+                        <Button
+                          size="sm"
+                          bg={isBlackGold ? theme.inputBg : undefined}
+                          color={theme.textSecondary}
+                          borderColor={theme.cardBorder}
+                          borderWidth="1px"
+                          _hover={{ bg: theme.cardHoverBg, borderColor: theme.gold }}
+                          onClick={() =>
+                            handlePageChange(newsPagination.page - 1)
+                          }
+                          isDisabled={!newsPagination.has_prev || newsLoading}
+                        >
+                          上一页
+                        </Button>
+
+                        {/* 页码按钮 */}
+                        {renderPaginationButtons()}
+
+                        <Button
+                          size="sm"
+                          bg={isBlackGold ? theme.inputBg : undefined}
+                          color={theme.textSecondary}
+                          borderColor={theme.cardBorder}
+                          borderWidth="1px"
+                          _hover={{ bg: theme.cardHoverBg, borderColor: theme.gold }}
+                          onClick={() =>
+                            handlePageChange(newsPagination.page + 1)
+                          }
+                          isDisabled={!newsPagination.has_next || newsLoading}
+                        >
+                          下一页
+                        </Button>
+                        <Button
+                          size="sm"
+                          bg={isBlackGold ? theme.inputBg : undefined}
+                          color={theme.textSecondary}
+                          borderColor={theme.cardBorder}
+                          borderWidth="1px"
+                          _hover={{ bg: theme.cardHoverBg, borderColor: theme.gold }}
+                          onClick={() => handlePageChange(newsPagination.pages)}
+                          isDisabled={!newsPagination.has_next || newsLoading}
+                          rightIcon={<Icon as={FaChevronRight} />}
+                        >
+                          末页
+                        </Button>
+                      </HStack>
+                    </HStack>
+                  </Box>
+                )}
+              </>
+            ) : (
+              <Center h="400px">
+                <VStack spacing={3}>
+                  <Icon as={FaNewspaper} boxSize={16} color={isBlackGold ? theme.gold : "gray.300"} opacity={0.5} />
+                  <Text color={theme.textSecondary} fontSize="lg" fontWeight="medium">
+                    暂无相关新闻
+                  </Text>
+                  <Text fontSize="sm" color={theme.textMuted}>
+                    {searchQuery ? "尝试修改搜索关键词" : "该公司暂无新闻动态"}
+                  </Text>
+                </VStack>
+              </Center>
+            )}
+          </VStack>
+        </CardBody>
+      </Card>
+    </VStack>
+  );
+};
+
+export default NewsEventsTab;

src/views/Company/components/CompanyOverview/components/shareholder/ActualControlCard.tsx

@@ -0,0 +1,96 @@
+// src/views/Company/components/CompanyOverview/components/shareholder/ActualControlCard.tsx
+// 实际控制人卡片组件
+
+import React from "react";
+import {
+  Box,
+  VStack,
+  HStack,
+  Text,
+  Heading,
+  Badge,
+  Icon,
+  Card,
+  CardBody,
+  Stat,
+  StatLabel,
+  StatNumber,
+  StatHelpText,
+} from "@chakra-ui/react";
+import { FaCrown } from "react-icons/fa";
+import type { ActualControl } from "../../types";
+import { THEME } from "../../BasicInfoTab/config";
+
+// 格式化工具函数
+const formatPercentage = (value: number | null | undefined): string => {
+  if (value === null || value === undefined) return "-";
+  return `${(value * 100).toFixed(2)}%`;
+};
+
+const formatShares = (value: number | null | undefined): string => {
+  if (value === null || value === undefined) return "-";
+  if (value >= 100000000) {
+    return `${(value / 100000000).toFixed(2)}亿股`;
+  } else if (value >= 10000) {
+    return `${(value / 10000).toFixed(2)}万股`;
+  }
+  return `${value.toLocaleString()}股`;
+};
+
+const formatDate = (dateStr: string | null | undefined): string => {
+  if (!dateStr) return "-";
+  return dateStr.split("T")[0];
+};
+
+interface ActualControlCardProps {
+  actualControl: ActualControl[];
+}
+
+/**
+ * 实际控制人卡片
+ */
+const ActualControlCard: React.FC<ActualControlCardProps> = ({ actualControl = [] }) => {
+  if (!actualControl.length) return null;
+
+  const data = actualControl[0];
+
+  return (
+    <Box>
+      <HStack mb={4}>
+        <Icon as={FaCrown} color={THEME.gold} boxSize={5} />
+        <Heading size="sm" color={THEME.gold}>实际控制人</Heading>
+      </HStack>
+      <Card bg={THEME.cardBg} borderColor={THEME.border} borderWidth="1px">
+        <CardBody>
+          <HStack
+            justify="space-between"
+            flexDir={{ base: "column", md: "row" }}
+            align={{ base: "stretch", md: "center" }}
+            gap={4}
+          >
+            <VStack align={{ base: "center", md: "start" }}>
+              <Text fontWeight="bold" fontSize="lg" color={THEME.textPrimary}>
+                {data.actual_controller_name}
+              </Text>
+              <HStack>
+                <Badge colorScheme="purple">{data.control_type}</Badge>
+                <Text fontSize="sm" color={THEME.textSecondary}>
+                  截至 {formatDate(data.end_date)}
+                </Text>
+              </HStack>
+            </VStack>
+            <Stat textAlign={{ base: "center", md: "right" }}>
+              <StatLabel color={THEME.textSecondary}>控制比例</StatLabel>
+              <StatNumber color={THEME.goldLight}>
+                {formatPercentage(data.holding_ratio)}
+              </StatNumber>
+              <StatHelpText color={THEME.textSecondary}>{formatShares(data.holding_shares)}</StatHelpText>
+            </Stat>
+          </HStack>
+        </CardBody>
+      </Card>
+    </Box>
+  );
+};
+
+export default ActualControlCard;

src/views/Company/components/CompanyOverview/components/shareholder/ConcentrationCard.tsx

@@ -0,0 +1,234 @@
+// src/views/Company/components/CompanyOverview/components/shareholder/ConcentrationCard.tsx
+// 股权集中度卡片组件
+
+import React, { useMemo, useRef, useEffect } from "react";
+import {
+  Box,
+  VStack,
+  HStack,
+  Text,
+  Heading,
+  Badge,
+  Icon,
+  Card,
+  CardBody,
+  CardHeader,
+  SimpleGrid,
+} from "@chakra-ui/react";
+import { FaChartPie, FaArrowUp, FaArrowDown } from "react-icons/fa";
+import * as echarts from "echarts";
+import type { Concentration } from "../../types";
+import { THEME } from "../../BasicInfoTab/config";
+
+// 格式化工具函数
+const formatPercentage = (value: number | null | undefined): string => {
+  if (value === null || value === undefined) return "-";
+  return `${(value * 100).toFixed(2)}%`;
+};
+
+const formatDate = (dateStr: string | null | undefined): string => {
+  if (!dateStr) return "-";
+  return dateStr.split("T")[0];
+};
+
+interface ConcentrationCardProps {
+  concentration: Concentration[];
+}
+
+// 饼图颜色配置（黑金主题）
+const PIE_COLORS = [
+  "#D4AF37",  // 金色 - 前1大股东
+  "#F0D78C",  // 浅金色 - 第2-3大股东
+  "#B8860B",  // 暗金色 - 第4-5大股东
+  "#DAA520",  // 金麒麟色 - 第6-10大股东
+  "#4A5568",  // 灰色 - 其他股东
+];
+
+/**
+ * 股权集中度卡片
+ */
+const ConcentrationCard: React.FC<ConcentrationCardProps> = ({ concentration = [] }) => {
+  const chartRef = useRef<HTMLDivElement>(null);
+  const chartInstance = useRef<echarts.ECharts | null>(null);
+
+  // 按日期分组
+  const groupedData = useMemo(() => {
+    const grouped: Record<string, Record<string, Concentration>> = {};
+    concentration.forEach((item) => {
+      if (!grouped[item.end_date]) {
+        grouped[item.end_date] = {};
+      }
+      grouped[item.end_date][item.stat_item] = item;
+    });
+    return Object.entries(grouped)
+      .sort((a, b) => b[0].localeCompare(a[0]))
+      .slice(0, 1); // 只取最新一期
+  }, [concentration]);
+
+  // 计算饼图数据
+  const pieData = useMemo(() => {
+    if (groupedData.length === 0) return [];
+
+    const [, items] = groupedData[0];
+    const top1 = items["前1大股东"]?.holding_ratio || 0;
+    const top3 = items["前3大股东"]?.holding_ratio || 0;
+    const top5 = items["前5大股东"]?.holding_ratio || 0;
+    const top10 = items["前10大股东"]?.holding_ratio || 0;
+
+    return [
+      { name: "前1大股东", value: Number((top1 * 100).toFixed(2)) },
+      { name: "第2-3大股东", value: Number(((top3 - top1) * 100).toFixed(2)) },
+      { name: "第4-5大股东", value: Number(((top5 - top3) * 100).toFixed(2)) },
+      { name: "第6-10大股东", value: Number(((top10 - top5) * 100).toFixed(2)) },
+      { name: "其他股东", value: Number(((1 - top10) * 100).toFixed(2)) },
+    ].filter(item => item.value > 0);
+  }, [groupedData]);
+
+  // 初始化和更新图表
+  useEffect(() => {
+    if (!chartRef.current || pieData.length === 0) return;
+
+    // 使用 requestAnimationFrame 确保 DOM 渲染完成后再初始化
+    const initChart = () => {
+      if (!chartRef.current) return;
+
+      // 初始化图表
+      if (!chartInstance.current) {
+        chartInstance.current = echarts.init(chartRef.current);
+      }
+
+      const option: echarts.EChartsOption = {
+        backgroundColor: "transparent",
+        tooltip: {
+          trigger: "item",
+          formatter: "{b}: {c}%",
+          backgroundColor: "rgba(0,0,0,0.8)",
+          borderColor: THEME.gold,
+          textStyle: { color: "#fff" },
+        },
+        legend: {
+          orient: "vertical",
+          right: 10,
+          top: "center",
+          textStyle: { color: THEME.textSecondary, fontSize: 11 },
+          itemWidth: 12,
+          itemHeight: 12,
+        },
+        series: [
+          {
+            name: "股权集中度",
+            type: "pie",
+            radius: ["40%", "70%"],
+            center: ["35%", "50%"],
+            avoidLabelOverlap: false,
+            itemStyle: {
+              borderRadius: 4,
+              borderColor: THEME.cardBg,
+              borderWidth: 2,
+            },
+            label: {
+              show: false,
+            },
+            emphasis: {
+              label: {
+                show: true,
+                fontSize: 12,
+                fontWeight: "bold",
+                color: THEME.textPrimary,
+                formatter: "{b}\n{c}%",
+              },
+            },
+            labelLine: { show: false },
+            data: pieData.map((item, index) => ({
+              ...item,
+              itemStyle: { color: PIE_COLORS[index] },
+            })),
+          },
+        ],
+      };
+
+      chartInstance.current.setOption(option);
+
+      // 延迟 resize 确保容器尺寸已计算完成
+      setTimeout(() => {
+        chartInstance.current?.resize();
+      }, 100);
+    };
+
+    // 延迟初始化，确保布局完成
+    const rafId = requestAnimationFrame(initChart);
+
+    // 响应式
+    const handleResize = () => chartInstance.current?.resize();
+    window.addEventListener("resize", handleResize);
+
+    return () => {
+      cancelAnimationFrame(rafId);
+      window.removeEventListener("resize", handleResize);
+    };
+  }, [pieData]);
+
+  // 组件卸载时销毁图表
+  useEffect(() => {
+    return () => {
+      chartInstance.current?.dispose();
+    };
+  }, []);
+
+  if (!concentration.length) return null;
+
+  return (
+    <Box>
+      <HStack mb={4}>
+        <Icon as={FaChartPie} color={THEME.gold} boxSize={5} />
+        <Heading size="sm" color={THEME.gold}>股权集中度</Heading>
+      </HStack>
+      <SimpleGrid columns={{ base: 1, md: 2 }} spacing={4}>
+        {/* 数据卡片 */}
+        {groupedData.map(([date, items]) => (
+          <Card key={date} bg={THEME.cardBg} borderColor={THEME.border} borderWidth="1px">
+            <CardHeader pb={2}>
+              <Text fontSize="sm" color={THEME.textSecondary}>
+                {formatDate(date)}
+              </Text>
+            </CardHeader>
+            <CardBody pt={2}>
+              <VStack spacing={3} align="stretch">
+                {Object.entries(items).map(([key, item]) => (
+                  <HStack key={key} justify="space-between">
+                    <Text fontSize="sm" color={THEME.textPrimary}>{item.stat_item}</Text>
+                    <HStack>
+                      <Text fontWeight="bold" color={THEME.goldLight}>
+                        {formatPercentage(item.holding_ratio)}
+                      </Text>
+                      {item.ratio_change && (
+                        <Badge
+                          colorScheme={item.ratio_change > 0 ? "red" : "green"}
+                        >
+                          <Icon
+                            as={item.ratio_change > 0 ? FaArrowUp : FaArrowDown}
+                            mr={1}
+                            boxSize={3}
+                          />
+                          {Math.abs(item.ratio_change).toFixed(2)}%
+                        </Badge>
+                      )}
+                    </HStack>
+                  </HStack>
+                ))}
+              </VStack>
+            </CardBody>
+          </Card>
+        ))}
+        {/* 饼图 */}
+        <Card bg={THEME.cardBg} borderColor={THEME.border} borderWidth="1px">
+          <CardBody p={2}>
+            <Box ref={chartRef} h="180px" w="100%" />
+          </CardBody>
+        </Card>
+      </SimpleGrid>
+    </Box>
+  );
+};
+
+export default ConcentrationCard;

src/views/Company/components/CompanyOverview/components/shareholder/ShareholdersTable.tsx

@@ -0,0 +1,226 @@
+// src/views/Company/components/CompanyOverview/components/shareholder/ShareholdersTable.tsx
+// 股东表格组件（合并版）- 支持十大股东和十大流通股东
+
+import React, { useMemo } from "react";
+import { Box, HStack, Heading, Badge, Icon, useBreakpointValue } from "@chakra-ui/react";
+import { Table, Tag, Tooltip, ConfigProvider } from "antd";
+import type { ColumnsType } from "antd/es/table";
+import { FaUsers, FaChartLine } from "react-icons/fa";
+import type { Shareholder } from "../../types";
+import { THEME } from "../../BasicInfoTab/config";
+
+// antd 表格黑金主题配置
+const TABLE_THEME = {
+  token: {
+    colorBgContainer: "#2D3748",      // gray.700
+    colorText: "white",
+    colorTextHeading: "#D4AF37",      // 金色
+    colorBorderSecondary: "rgba(212, 175, 55, 0.3)",
+  },
+  components: {
+    Table: {
+      headerBg: "#1A202C",            // gray.900
+      headerColor: "#D4AF37",         // 金色
+      rowHoverBg: "rgba(212, 175, 55, 0.15)",  // 金色半透明，文字更清晰
+      borderColor: "rgba(212, 175, 55, 0.2)",
+    },
+  },
+};
+
+// 格式化工具函数
+const formatPercentage = (value: number | null | undefined): string => {
+  if (value === null || value === undefined) return "-";
+  return `${(value * 100).toFixed(2)}%`;
+};
+
+const formatShares = (value: number | null | undefined): string => {
+  if (value === null || value === undefined) return "-";
+  if (value >= 100000000) {
+    return `${(value / 100000000).toFixed(2)}亿股`;
+  } else if (value >= 10000) {
+    return `${(value / 10000).toFixed(2)}万股`;
+  }
+  return `${value.toLocaleString()}股`;
+};
+
+const formatDate = (dateStr: string | null | undefined): string => {
+  if (!dateStr) return "-";
+  return dateStr.split("T")[0];
+};
+
+// 股东类型颜色映射
+const shareholderTypeColors: Record<string, string> = {
+  基金: "blue",
+  个人: "green",
+  法人: "purple",
+  QFII: "orange",
+  社保: "red",
+  保险: "cyan",
+  信托: "geekblue",
+  券商: "magenta",
+  企业: "purple",
+  机构: "blue",
+};
+
+const getShareholderTypeColor = (type: string | undefined): string => {
+  if (!type) return "default";
+  for (const [key, color] of Object.entries(shareholderTypeColors)) {
+    if (type.includes(key)) return color;
+  }
+  return "default";
+};
+
+interface ShareholdersTableProps {
+  type?: "top" | "circulation";
+  shareholders: Shareholder[];
+  title?: string;
+}
+
+/**
+ * 股东表格组件
+ * @param type - 表格类型: "top" 十大股东 | "circulation" 十大流通股东
+ * @param shareholders - 股东数据数组
+ * @param title - 自定义标题
+ */
+const ShareholdersTable: React.FC<ShareholdersTableProps> = ({
+  type = "top",
+  shareholders = [],
+  title,
+}) => {
+  const isMobile = useBreakpointValue({ base: true, md: false });
+
+  // 配置
+  const config = useMemo(() => {
+    if (type === "circulation") {
+      return {
+        title: title || "十大流通股东",
+        icon: FaChartLine,
+        iconColor: "purple.500",
+        ratioField: "circulation_share_ratio" as keyof Shareholder,
+        ratioLabel: "流通股比例",
+        rankColor: "orange",
+        showNature: true,  // 与十大股东保持一致
+      };
+    }
+    return {
+      title: title || "十大股东",
+      icon: FaUsers,
+      iconColor: "green.500",
+      ratioField: "total_share_ratio" as keyof Shareholder,
+      ratioLabel: "持股比例",
+      rankColor: "red",
+      showNature: true,
+    };
+  }, [type, title]);
+
+  // 表格列定义
+  const columns: ColumnsType<Shareholder> = useMemo(() => {
+    const baseColumns: ColumnsType<Shareholder> = [
+      {
+        title: "排名",
+        dataIndex: "shareholder_rank",
+        key: "rank",
+        width: 45,
+        render: (rank: number, _: Shareholder, index: number) => (
+          <Tag color={index < 3 ? config.rankColor : "default"}>
+            {rank || index + 1}
+          </Tag>
+        ),
+      },
+      {
+        title: "股东名称",
+        dataIndex: "shareholder_name",
+        key: "name",
+        ellipsis: true,
+        render: (name: string) => (
+          <Tooltip title={name}>
+            <span style={{ fontWeight: 500, color: "#D4AF37" }}>{name}</span>
+          </Tooltip>
+        ),
+      },
+      {
+        title: "股东类型",
+        dataIndex: "shareholder_type",
+        key: "type",
+        width: 90,
+        responsive: ["md"],
+        render: (shareholderType: string) => (
+          <Tag color={getShareholderTypeColor(shareholderType)}>{shareholderType || "-"}</Tag>
+        ),
+      },
+      {
+        title: "持股数量",
+        dataIndex: "holding_shares",
+        key: "shares",
+        width: 100,
+        align: "right",
+        responsive: ["md"],
+        sorter: (a: Shareholder, b: Shareholder) => (a.holding_shares || 0) - (b.holding_shares || 0),
+        render: (shares: number) => (
+          <span style={{ color: "#D4AF37" }}>{formatShares(shares)}</span>
+        ),
+      },
+      {
+        title: <span style={{ whiteSpace: "nowrap" }}>{config.ratioLabel}</span>,
+        dataIndex: config.ratioField as string,
+        key: "ratio",
+        width: 110,
+        align: "right",
+        sorter: (a: Shareholder, b: Shareholder) => {
+          const aVal = (a[config.ratioField] as number) || 0;
+          const bVal = (b[config.ratioField] as number) || 0;
+          return aVal - bVal;
+        },
+        defaultSortOrder: "descend",
+        render: (ratio: number) => (
+          <span style={{ color: type === "circulation" ? "#805AD5" : "#3182CE", fontWeight: "bold" }}>
+            {formatPercentage(ratio)}
+          </span>
+        ),
+      },
+    ];
+
+    // 十大股东显示股份性质
+    if (config.showNature) {
+      baseColumns.push({
+        title: "股份性质",
+        dataIndex: "share_nature",
+        key: "nature",
+        width: 80,
+        responsive: ["lg"],
+        render: (nature: string) => (
+          <Tag color="default">{nature || "流通股"}</Tag>
+        ),
+      });
+    }
+
+    return baseColumns;
+  }, [config, type]);
+
+  if (!shareholders.length) return null;
+
+  // 获取数据日期
+  const reportDate = shareholders[0]?.end_date;
+
+  return (
+    <Box>
+      <HStack mb={4}>
+        <Icon as={config.icon} color={THEME.gold} boxSize={5} />
+        <Heading size="sm" color={THEME.gold}>{config.title}</Heading>
+        {reportDate && <Badge colorScheme="yellow" variant="subtle">{formatDate(reportDate)}</Badge>}
+      </HStack>
+      <ConfigProvider theme={TABLE_THEME}>
+        <Table
+          columns={columns}
+          dataSource={shareholders.slice(0, 10)}
+          rowKey={(record: Shareholder, index?: number) => `${record.shareholder_name}-${index}`}
+          pagination={false}
+          size={isMobile ? "small" : "middle"}
+          scroll={{ x: isMobile ? 400 : undefined }}
+        />
+      </ConfigProvider>
+    </Box>
+  );
+};
+
+export default ShareholdersTable;

src/views/Company/components/CompanyOverview/components/shareholder/index.ts

@@ -0,0 +1,6 @@
+// src/views/Company/components/CompanyOverview/components/shareholder/index.ts
+// 股权结构子组件汇总导出
+
+export { default as ActualControlCard } from "./ActualControlCard";
+export { default as ConcentrationCard } from "./ConcentrationCard";
+export { default as ShareholdersTable } from "./ShareholdersTable";

src/views/Company/components/CompanyOverview/hooks/useAnnouncementsData.ts

@@ -0,0 +1,63 @@
+// src/views/Company/components/CompanyOverview/hooks/useAnnouncementsData.ts
+// 公告数据 Hook - 用于公司公告 Tab
+
+import { useState, useEffect } from "react";
+import { logger } from "@utils/logger";
+import axios from "@utils/axiosConfig";
+import type { Announcement } from "../types";
+
+interface ApiResponse<T> {
+  success: boolean;
+  data: T;
+}
+
+interface UseAnnouncementsDataResult {
+  announcements: Announcement[];
+  loading: boolean;
+  error: string | null;
+}
+
+/**
+ * 公告数据 Hook
+ * @param stockCode - 股票代码
+ */
+export const useAnnouncementsData = (stockCode?: string): UseAnnouncementsDataResult => {
+  const [announcements, setAnnouncements] = useState<Announcement[]>([]);
+  const [loading, setLoading] = useState(false);
+  const [error, setError] = useState<string | null>(null);
+
+  useEffect(() => {
+    if (!stockCode) return;
+
+    const controller = new AbortController();
+
+    const loadData = async () => {
+      setLoading(true);
+      setError(null);
+
+      try {
+        const { data: result } = await axios.get<ApiResponse<Announcement[]>>(
+          `/api/stock/${stockCode}/announcements?limit=20`,
+          { signal: controller.signal }
+        );
+
+        if (result.success) {
+          setAnnouncements(result.data);
+        } else {
+          setError("加载公告数据失败");
+        }
+      } catch (err: any) {
+        if (err.name === "CanceledError") return;
+        logger.error("useAnnouncementsData", "loadData", err, { stockCode });
+        setError("网络请求失败");
+      } finally {
+        setLoading(false);
+      }
+    };
+
+    loadData();
+    return () => controller.abort();
+  }, [stockCode]);
+
+  return { announcements, loading, error };
+};