{
  "revenue_history": [
    562.77,
    788.9,
    1248.26,
    1108.61,
    1379.47,
    1441.45
  ],
  "net_profit_history": [
    274.51,
    69.04,
    132.66,
    -42.63,
    178.81,
    154.87
  ],
  "financial_years": [
    "2020",
    "2021",
    "2022",
    "2023",
    "2024",
    "2025"
  ],
  "roe_history": [
    74.43,
    12.91,
    21.01,
    -6.38,
    25.1,
    20.57
  ],
  "financial_health": {
    "current_ratio": 0.9132,
    "debt_ratio": 50.7312,
    "net_margin_pct": -4.0883
  },
  "roe": "-1.6%",
  "net_margin": "-4.1%",
  "dupont": {
    "net_margin_pct": -4.09,
    "asset_turnover": 0.171,
    "equity_multiplier": 2.03,
    "roe_reconstructed_pct": -1.42,
    "roe_quality": "balanced"
  },
  "revenue_growth": "+4.5%",
  "dividend_years": [
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
  ],
  "dividend_amounts": [
    2.48,
    7.38,
    8.35,
    15.02,
    4.27
  ],
  "dividend_yields": [
    0.12,
    0.37,
    0.42,
    0.75,
    0.21
  ],
  "agent_audited": {
    "currency": "CNY",
    "unit": "billion",
    "revenue_2020_2025": [
      56.277,
      78.89,
      124.826,
      110.861,
      137.947,
      144.145
    ],
    "parent_net_profit_2020_2025": [
      27.451,
      6.904,
      13.266,
      -4.263,
      17.881,
      15.487
    ],
    "roe_pct_2020_2025": [
      74.43,
      12.91,
      21.01,
      -6.38,
      25.1,
      20.57
    ],
    "fy2025": {
      "revenue": 144.144965,
      "parent_net_profit": 15.486891,
... (truncated)

{
  "as_of": "2026-07-31",
  "price": 39.26,
  "market_cap_bn": 226.648,
  "pe_ttm_screen": 23.1724,
  "pb_mrq": 2.6274,
  "ps_ttm": 1.6426,
  "history_2021_2026": {
    "positive_pe_percentile_pct": 85.02,
    "pb_percentile_pct": 2.96,
    "ps_percentile_pct": 15.91,
    "pe_quantiles": {
      "p10": 9.659,
      "p25": 11.509,
      "median": 14.368,
      "p75": 20.679,
      "p90": 24.822
    },
    "pb_quantiles": {
      "p10": 2.933,
      "p25": 3.289,
      "median": 3.771,
      "p75": 5.374,
      "p90": 6.671
    },
    "ps_quantiles": {
      "p10": 1.603,
      "p25": 1.698,
      "median": 1.945,
      "p75": 3.681,
      "p90": 4.325
    }
  },
  "pro_forma_h1_ttm_parent_net_profit_bn": "-1.743至-0.743",
  "post_h1_parent_equity_estimate_bn": "79.36至80.36",
  "post_h1_pb_estimate": "2.82至2.86",
  "normalized_scenario": {
    "bear": {
      "probability_pct": 35,
      "pig_price": "10.5-12.0元/kg",
      "complete_cost": "11.3-11.6元/kg",
      "parent_profit": "亏损至接近盈亏平衡",
      "value_per_share": "27-32元"
    },
    "base": {
      "probability_pct": 50,
      "pig_price": "13.5-14.5元/kg",
      "complete_cost": "11.2-11.5元/kg",
      "parent_profit": "150-220亿元",
      "value_per_share": "34-48元"
    },
    "bull": {
      "probability_pct": 15,
      "pig_price": "15.5-16.5元/kg",
      "complete_cost": "11.0-11.3元/kg",
      "parent_profit": "300-400亿元",
      "value_per_share": "55-70元"
    },
    "weighted_central_value": 40.0,
    "fair_range": "34-46元"
... (truncated)

{
  "moat_type": "成本曲线与一体化运营",
  "scores": {
    "biosecurity": 9,
    "breeding": 8,
    "feed_and_procurement": 8,
    "scale": 9,
    "pricing_power": 2
  },
  "evidence": [
    "2025年完全成本约12元/kg，较上年下降约2元/kg；2026年目标降至11.5元/kg以下。",
    "自繁自养、育种、饲料、智能化猪舍、屠宰形成闭环，商品猪市占率由2023年约8.6%升至2025年约10.8%。",
    "商品猪是标准化商品，公司对猪价没有定价权；成本领先只能提高跨周期存活率，不能消除亏损。"
  ],
  "verdict": "护城河真实且可量化，但表现为低成本生存权，而非稳定提价权。"
}

{
  "kline_count": 624,
  "indicators": {
    "last_close": 39.26,
    "ma5": 39.338,
    "ma10": 39.454,
    "ma20": 39.0385,
    "ma60": 37.682,
    "ma120": 41.45625,
    "ma200": 44.3613,
    "above_ma20": true,
    "above_ma200": false,
    "ma_bull_alignment": false,
    "macd_dif": 0.6737313735616013,
    "macd_dea": 0.7273207110502028,
    "macd_hist": -0.10717867497720301,
    "macd_golden_cross": false,
    "rsi_14": 53.40364333652926,
    "kdj_k": 39.3,
    "kdj_d": 43.6,
    "kdj_j": 30.8,
    "obv": 730915582.0,
    "obv_trend_up": true,
    "williams_r": -56.8,
    "year_high": 57.13,
    "year_low": 32.36,
    "pct_from_year_high": -31.27953789602661,
    "stage": 4,
    "vol_5_vs_20": 0.7832449212531434,
    "vcp_score": 0.07451847916889276
  },
  "stage": "Stage 4 下跌",
  "ma_align": "非多头",
  "macd": "死叉水上",
  "rsi": "53",
  "chip_distribution": {
    "error": "HTTPSConnectionPool(host='push2his.eastmoney.com', port=443): Max retries exceeded with url: /api/qt/stock/kline/get?secid=0.002714&fields1=f1%2Cf2%2Cf3%2Cf4%2Cf5%2Cf6&fields2=f51%2Cf52%2Cf53%2Cf54%2Cf55%2Cf56%2Cf57%2Cf58%2Cf59%2Cf60%2Cf61&klt=101&fqt=1&end=20260802&lmt=210 (Caused by ProxyError('Unable to connect to proxy', RemoteDisconnected('Remote end closed connection without response')))"
  },
  "candles_60d": [
    {
      "date": "2026-05-08",
      "open": 43.77,
      "close": 43.04,
      "high": 44.08,
      "low": 42.94
    },
    {
      "date": "2026-05-11",
      "open": 43.37,
      "cl
... (truncated)

{
  "_disabled": "mini_racer skipped (env / sentinel)"
}

{
  "lhb_count_30d": 0,
  "lhb_records": [],
  "matched_youzi": [],
  "matched_youzi_detail": {},
  "inst_vs_youzi": {
    "institutional_buy": 0.0,
    "institutional_sell": 0.0,
    "institutional_net": 0.0,
    "youzi_buy": 0.0,
    "youzi_sell": 0.0,
    "youzi_net": 0.0
  },
  "sector_lhb_top50": [],
  "sector_leader_hint": null
}

{
  "industry": "生猪养殖",
  "self": {
    "name": "牧原股份",
    "ticker": "002714.SZ",
    "pe": 23.17,
    "pb": 2.627,
    "ps": 1.643,
    "status": "H1预告后TTM将转负"
  },
  "peer_table": [
    {
      "name": "牧原股份",
      "ticker": "002714.SZ",
      "pe": 23.17,
      "pb": 2.627,
      "ps": 1.643,
      "status": "H1预告后TTM将转负"
    },
    {
      "name": "温氏股份",
      "ticker": "300498.SZ",
      "pe": 42.95,
      "pb": 2.37,
      "ps": 0.902,
      "status": "正PE"
    },
    {
      "name": "新希望",
      "ticker": "000876.SZ",
      "pe": null,
      "pb": 1.673,
      "ps": 0.287,
      "status": "亏损"
    },
    {
      "name": "神农集团",
      "ticker": "605296.SH",
      "pe": null,
      "pb": 3.658,
      "ps": 3.01,
      "status": "亏损"
    },
    {
      "name": "华统股份",
      "ticker": "002840.SZ",
      "pe": null,
      "pb": 1.715,
      "ps": 0.785,
      "status": "亏损"
    },
    {
      "name": "东瑞股份",
      "ticker": "001201.SZ",
      "pe": null,
      "pb": 0.961,
      "ps": 1.289,
      "status": "亏损"
    },
    {
      "name": "唐人神",
      "ticker": "002567.SZ",
      "pe": null,
      "pb": 1.241,
      "ps": 0.218,
      "status": "亏损"
    },
    {
      "name": "京基智农",
      "ticker": "000048.SZ",
      "pe": null,
      "pb": 2.655,
      "ps": 2.016,
      "status": "亏损"
    }
  ],
  "peer_comparison": "八家公司中仅牧原和温氏保留正的屏幕TTM PE；多数同行已亏损，PE横比失效。牧原PB高于样本中位数、但远低于自身2021年以来中位数，反映周期底部与H股增资共同作用。",
  "source": "Baostock 2026-07-31收盘截面"
}

{
  "main_business_breakdown": [
    {
      "name": "养殖业务",
      "value": 1.0
    },
    {
      "name": "生猪",
      "value": 1.0
    },
    {
      "name": "国内",
      "value": 1.0
    },
    {
      "name": "屠宰、肉食业务",
      "value": 0.3
    },
    {
      "name": "屠宰、肉食产品",
      "value": 0.3
    },
    {
      "name": "贸易业务",
      "value": 0.0
    }
  ],
  "main_business_raw": [
    {
      "股票代码": "002714",
      "报告日期": "2025-12-31",
      "分类类型": "按行业分类",
      "主营构成": "养殖业务",
      "主营收入": 140207176872.34,
      "收入比例": 0.972682,
      "主营成本": 115970785673.49,
      "成本比例": 0.978978,
      "主营利润": 24236391198.85,
      "利润比例": 0.943641,
      "毛利率": 0.172861
    },
    {
      "股票代码": "002714",
      "报告日期": "2025-12-31",
      "分类类型": "按行业分类",
      "主营构成": "屠宰、肉食业务",
      "主营收入": 45227649162.89,
      "收入比例": 0.313765,
      "主营成本": 44018282257.28,
      "成本比例": 0.371584,
      "主营利润": 1209366905.61,
      "利润比例": 0.047087,
      "毛利率": 0.02674
    },
    {
      "股票代码": "002714",
      "报告日期": "2025-12-31",
      "分类类型": "按行业分类",
      "主营构成": "贸易业务",
      "主营收入": 3341834835.4,
      "收入比例": 0.023184,
      "主营成本": 3336117738.38,
      "成本比例": 0.028162,
      "主营利润": 5717097.02,
      "利润比例": 0.000223,
      "毛利率": 0.001711
    },
    {
      "股票代码": "002714",
      "报告日期": "2025-12-31",
      "分类类型": "按行业分类",
      "主营构成": "其他(补充)",
      "主营收入": 1146881403.06,
      "收入比例": 0.007956,
      "主营成本": 1003288911.39,
      "成本比例": 0.008469,
      "主营利润": 143592491
... (truncated)

{
  "_disabled": "mini_racer skipped (env / sentinel)",
  "_autofill": {
    "query": "综合 2026 行业增速 TAM 市场规模 渗透率",
    "snippet": "【2026年最新】市場規模・成長率ランキングTOP10｜伸びる業界の見極め方 – CREXコンサルティング｜戦略 × AI/DX × BPOで事業を実装まで伴走 — May 20, 2026 - 新規事業では、一定規模以上かつ一定成長率以上という条件で市場を絞り込み、候補数を10〜20に圧縮するのが一般的な進め方です。TAM；高盛—全球冷却系统行业-AI服务器出货量增长推动全球服务器冷却市场规模_腾讯新闻 — November 2, 2025 - • 技术路线：液冷市场扩张主导增长，2025年液冷TAM预计达54亿美元（同比增长357%），2026年达116亿美元（同；2026年全球及中国工业",
    "source": "ddgs"
  },
  "growth": "【2026年最新】市場規模・成長率ランキングTOP10｜伸びる業界の見極め方 – CREXコンサルティング｜戦略 × AI/DX × BPOで事業を実装まで伴走…"
}

{
  "core_material": "—",
  "price_trend": "—",
  "price_history_12m": [],
  "materials_detail": [],
  "cost_share": "—",
  "import_dep": "—",
  "industry_resolved": "综合",
  "_autofill_failed": {
    "query": "牧原股份 002714 主营业务 主要原材料 成本构成",
    "reason": "MX/ddgs 都没有返回内容"
  }
}

{
  "linked_contract": "无直接关联品种",
  "contract_trend": "宝城期货品种套利数据日报-洞见研报-行业报告 — 洞见研报-洞见趋势研判未来 | 最新行业研究报告下载，行业分析报告，咨…",
  "note": "综合 行业与期货市场无强相关品种",
  "_autofill": {
    "query": "综合 行业 上下游 期货品种 套保 大宗",
    "snippet": "宝城期货品种套利数据日报-洞见研报-行业报告 — 洞见研报-洞见趋势研判未来 | 最新行业研究报告下载，行业分析报告，咨询报告，行业智库.宝城期货研究所. 宝城期货.；8.18棉纱期货挂牌！ 合约权威解读及设计说明都在这 — （三）与棉花期货保持一致，便于跨品种套保、套利. 棉花与棉纱分别属于棉纺织产业链上的原料及原料加工环节，具有紧密的上下游价格联动关系，期货市场跨品种套保及套利需；博易大师百科全书 — （三）与棉花期货保持一致，便于跨品种套保、套利. 棉花与棉纱分别属于棉纺织产业链上的原料及原料加工环节，具有紧密的上下游价格联动关系，期货市场跨品种套保及套利需",
    "source": "ddgs"
  }
}

{
  "pledge": [
    {
      "序号": 1161,
      "股票代码": "002714",
      "股票简称": "牧原股份",
      "交易日期": "2024-09-06",
      "所属行业": "养殖业",
      "质押比例": 8.99,
      "质押股数": 49131.0,
      "质押市值": 1871891.1,
      "质押笔数": 35,
      "无限售股质押数": 49131.0,
      "限售股质押数": 0.0,
      "近一年涨跌幅": -6.54893304,
      "所属行业代码": "1259"
    }
  ],
  "insider_trades_1y": [],
  "qualitative_search": [
    "002714.SZ 关联交易 违规 处罚",
    "002714.SZ 股权激励"
  ],
  "agent_audited": {
    "controller_voting_rights_pct_2025": 51.38,
    "interpretation": "控股股东与实控人利益绑定较强，但中小股东治理制衡相对弱。",
    "a_share_treasury_stock_million": 69.586,
    "management_purchase_2026_bn": 0.5,
    "h_share_net_proceeds_bn_cny": 10.4816,
    "h_share_proceeds_plan": {
      "overseas_expansion_pct": 60,
      "innovation_pct": 30,
      "working_capital_pct": 10
    },
    "h_share_unused_proceeds_bn": 9.271,
    "h_share_buyback_plan_hkd_bn": "0.3-0.5",
    "note": "Q1负债率下降有H股权益募资的显著贡献，不能全部归因于经营去杠杆。"
  }
}

{
  "event_timeline": [
    "2026-07-27 · 牧原等猪企迎利好：单季去化124万头，能繁母猪触政策底线，猪价拐点来了？",
    "2026-07-20 · 牧原股份：董事及高管增持计划实施完毕 累计增持金额5亿元",
    "2026-07-20 · 牧原股份：部分董事及高管累计增持1264万股 金额5亿元",
    "2026-07-20 · 鹏华金城混合D：2026年第二季度利润84.41万元 净值增长率7.95%",
    "2026-07-17 · 时代锐评｜从“猴”概念股炒至“西游记”概念股，无厘头炒作可休矣",
    "2026-07-10 · 牧原股份：预计上半年亏损57亿元~67亿元",
    "2026-07-10 · 牧原股份：预计2026年半年度净亏损57亿元至67亿元 生猪销售价格同比大幅下降",
    "2026-06-26 · 上证早知道｜002714，董事高管拟增持不低于4亿元；600500，机构席位净买入2亿元"
  ],
  "recent_news": [
    {
      "date": "2026-06-26 06:43",
      "title": "上证早知道｜002714，董事高管拟增持不低于4亿元；600500，机构席位净买入2亿元",
      "type": "新闻",
      "source": "上海证券报"
    },
    {
      "date": "2026-07-27 13:50",
      "title": "牧原等猪企迎利好：单季去化124万头，能繁母猪触政策底线，猪价拐点来了？",
      "type": "新闻",
      "source": "财中社"
    },
    {
      "date": "2026-07-20 18:15",
      "title": "牧原股份：部分董事及高管累计增持1264万股 金额5亿元",
      "type": "新闻",
      "source": "财中社"
    },
    {
      "date": "2026-07-20 21:55",
      "title": "牧原股份：董事及高管增持计划实施完毕 累计增持金额5亿元",
      "type": "新闻",
      "source": "中国证券报·中证网"
    },
    {
      "date": "2026-07-20 09:26",
      "title": "鹏华金城混合D：2026年第二季度利润84.41万元 净值增长率7.95%",
      "type": "新闻",
      "source": "中国证券报·中证网"
    },
    {
      "date": "2026-07-17 11:34",
      "title": "时代锐评｜从“猴”概念股炒至“西游记”概念股，无厘头炒作可休矣",
      "type": "新闻",
      "source": "时代周报"
    },
    {
      "date": "2026-07-10 18:37",
      "title": "牧原股份：预计2026年半年度净亏损57亿元至67亿元 生猪销售价格同比大幅下降",
      "type": "新闻",
      "source": "每日经济新闻"
    },
  
... (truncated)

{
  "report_count": 60,
  "coverage": "13 家",
  "coverage_count": 13,
  "rating": "买入 53 / 增持 7",
  "rating_distribution": {
    "买入": 53,
    "增持": 7
  },
  "buy_rating_pct": 100.0,
  "target_price_avg": 67.19,
  "target_avg": "¥67.19",
  "consensus_eps_2026": 3.31,
  "consensus_pe_2026": 20.3,
  "consensus_eps_2027": 5.21,
  "recent_reports": [
    {
      "date": "2026-05-01",
      "title": "生猪价格低迷致亏损，屠宰业务盈利向好",
      "broker": "中邮证券",
      "rating": "买入",
      "pdf": "https://pdf.dfcfw.com/pdf/H3_AP202605011821928225_1.pdf",
      "eps_2026": 1.27,
      "pe_2026": 33.39
    },
    {
      "date": "2026-04-26",
      "title": "牧原股份：屠宰业务持续盈利，资产负债率进一步下降",
      "broker": "太平洋",
      "rating": "买入",
      "pdf": "https://pdf.dfcfw.com/pdf/H3_AP202604261821586932_1.pdf",
      "eps_2026": 0.74,
      "pe_2026": 60.73
    },
    {
      "date": "2026-04-26",
      "title": "2026年一季报点评：养殖成本逐步下降，国际化战略稳步推进",
      "broker": "国信证券",
      "rating": "增持",
      "pdf": "https://pdf.dfcfw.com/pdf/H3_AP202604261821586829_1.pdf",
      "eps_2026": 0.61,
      "pe_2026": 74.6
    },
    {
      "date": "2026-04-22",
      "title": "成本持续优化，龙头韧性十足",
      "broker": "国金证券",
      "rating": "买入",
      "pdf": "https://pdf.dfcfw.com/pdf/H3_AP202604221821435781_1.pdf",
      "eps_2026": 0.996,
      "pe_2026": 45.39
    },
    {
      "date": "2026-04-08",
      "title": "2025年年报点评：成本优势持续强化，屠宰业务首次盈利，海外布局加速",
      "broker": "西南证券",
      "rating": "买入",
      "pdf": "https://pdf.dfcfw.com
... (truncated)

{
  "rate_cycle": "利好（2026 货币政策）",
  "fx_trend": "利好（人民币走势）",
  "geo_risk": "中性（地缘风险）",
  "commodity": "中性（大宗周期）",
  "industry_macro_impact": "中性",
  "web_search_snippets": {
    "rate_cycle": [
      {
        "title": "央行定调2026货币政策 降准降息“灵活高效”_中共上海市委金融委员会办公室、中共上海市金融工作委员会",
        "body": "January 7, 2026 - 东方金诚首席宏观分析师王青认为，围绕“五篇大文章”落地，2026年央行将优化用好各类结构性货币政策工具，总体呈现“加量降价”态势——工具额度大概率稳步增加，操作利率将随降息进程适度下调。结构性工具的持续发力，不仅能推动金融资源向科技创新、制造业转型升级、绿色发展、小微企业及促消费稳外贸等领域集聚，助力新旧增长动能转换和高质量发展，还能发挥“以结构带总量”的作用，",
        "url": "https://jrj.sh.gov.cn/SCDT197/20260107/0bb97e7d9d10437c96d224a87c916409.html"
      },
      {
        "title": "2026年第一季度中国货币政策大事记_中共上海市委金融委员会办公室、中共上海市金融工作委员会",
        "body": "May 12, 2026 - 1月15日，中国人民银行印发《关于下调再贷款、再贴现利率的通知》（银发〔2026〕9号），决定自1月19日起下调再贷款、再贴现利率0.25个百分点。调整后，3个月、6个月和1年期支农支小再贷款利率分别为0.95%、1.15%和1.25%，...",
        "url": "https://jrj.sh.gov.cn/SCGK194/20260512/2c2e0aa42cda4d30b4461f8e5775596e.html"
      },
      {
        "title": "中国货币政策执行报告 2026 年第一季度 中国人民银行货币政策分析小组 2026 年5 月11 日",
        "body": "May 11, 2026 - 体系结构持续变化，货币政策调控框架正向价格型调控为主转型，当前我国债券 · 市场定价效率、机构债券投资交易和风险管理能力仍有待提升。银行作为最主要 · 的债券投资交易者、做市商和公开市场一级交易商，在债券价格发现、形成和市 · 场稳定中发挥重要作用，是利率传导的第一道关口。中国人民银行通过债券市场",
        "url": "https://jrj.sh.gov.cn/cmsres/5a/5ae23d4703d4409b8c2b2c325c40b774/b0233b6bfdbe3826e365a66f35d86f83.pdf"
      }
    ],
    "us_rate": [
      {
        "title": "央行定调2026货币政策 降准降息“灵活高效”_中共上海市委金融委员会办公室、中共上海市金融工作委员会",
        "body": "January 7, 2026 - 东方金诚首席宏观分析师王青认为，围绕“五篇大文章”落地，2026年央行将优化
... (truncated)

{
  "policy_dir": "积极",
  "subsidy": "积极",
  "monitoring": "积极",
  "anti_trust": "积极",
  "snippets": {
    "policy_dir": [
      {
        "title": "【2026年“两新”政策更加注重提质增效】-国家发展和改革委员会",
        "body": "December 31, 2025 - 党的二十届四中全会提出，坚持扩大内需这个战略基点，坚持惠民生和促消费紧密结合，促进消费和投资、供给和需求的良性互动。中央经济工作会议将“坚持内需主导，建设强大国内市场”置于2026年八项重点任务之首，...",
        "url": "https://www.ndrc.gov.cn/xxgk/jd/jd/202512/t20251231_1402889.html"
      },
      {
        "title": "[厦门]：我市出台措施推动2026年一季度经济运行稳中向好 _ 市县要闻 _ 福建省发展和改革委员会",
        "body": "January 4, 2026 - ●支持外贸企业开拓市场 加大新兴市场开拓支持，对企业赴共建“一带一路”国家、金砖国家参展补助费用予以叠加扶持；对跨境电商公共海外仓予以奖励；支持外贸综合企业延伸服务链条，提升服务黏性，更好支持本地...",
        "url": "https://fgw.fujian.gov.cn/zwgk/xwdt/sxdt/202601/t20260109_7073172.htm"
      },
      {
        "title": "【【专家解读】2026年“两新”政策更加注重提质增效】-国家发展和改革委员会",
        "body": "January 13, 2026 - 党的二十届四中全会提出，坚持扩大内需这个战略基点，坚持惠民生和促消费紧密结合，促进消费和投资、供给和需求的良性互动。中央经济工作会议将“坚持内需主导，建设强大国内市场”置于2026年八项重点任务之首，...",
        "url": "https://www.ndrc.gov.cn/wsdwhfz/202601/t20260113_1403229.html"
      }
    ],
    "subsidy": [
      {
        "title": "【2026年“两新”政策更加注重提质增效】-国家发展和改革委员会",
        "body": "December 31, 2025 - 党的二十届四中全会提出，坚持扩大内需这个战略基点，坚持惠民生和促消费紧密结合，促进消费和投资、供给和需求的良性互动。中央经济工作会议将“坚持内需主导，建设强大国内市场”置于2026年八项重点任务之首，...",
        "url": "https://www.ndrc.gov.cn/xxgk/jd/jd/202512/t20251231_1402889.html"
      },
      {
        "title": "[厦门]：我市出台措施推动2026年一季度经济运行稳中向好 _ 市县要闻 _ 福建省发展和改革委员会",
        "body": "January 4, 2026 - ●支持外贸企业开拓市场 加大新兴市场开拓支持，对企业赴共建“一带一路”国家、金
... (truncated)

{
  "xueqiu_heat": "热度 100",
  "thermometer_value": 100,
  "guba_volume": "4 条结果",
  "big_v_mentions": "—",
  "positive_pct": "60.0%",
  "sentiment_label": "中性",
  "platform_snippets": {
    "xueqiu": [
      {
        "title": "牧原股份(SZ002714)股票股价_股价行情_财报_数据报告 - 雪球",
        "body": "1 month ago - $牧原股份(SZ002714)$ 我看牧原应该会在能繁降低到3750之后，逐渐去库存的情况下进行一个不小的增长。 2027年目标价，55。 2026.8目标节，45。 最近的生猪肉价格明显错配，国家要求污染性企业进行关闭改造使得市场上涌现一批清仓猪。 期货应该会在，8-9月开始回调，看好2026-0...展开",
        "url": "https://xueqiu.com/S/SZ002714"
      },
      {
        "title": "牧原股份(02714)股票股价_股价行情_财报_数据报告 - 雪球",
        "body": "1 month ago - $牧原股份(SZ002714)$ 最近流行一种说法：美国史密斯菲尔德（Smithfield Foods）做到全产业链一体化、寡头垄断、长期稳态盈利，所以牧原最终也会走上这条路，可以用\"单头净利润70元×10倍PE\"的框架来给牧原定终局估值——比如700亿市值。 我仔细研究了这家公司和牧原的差异，结论...",
        "url": "https://xueqiu.com/S/02714"
      },
      {
        "title": "牧原股份(SZ002714) - 最新资讯",
        "body": "$牧原股份(SZ002714)$刚看到钢联分析师判断，八月猪价估计会低位震荡，总体略低于七月，这个消息对养猪户来说是个噩耗了，但对买猪票的各位而言应该是个好消息了",
        "url": "https://xueqiu.com/S/SZ002714/news"
      }
    ],
    "guba": [
      {
        "title": "牧原股份:2025年年度报告摘要_牧原股份(002714)股吧_东方财富网股吧",
        "body": "March 27, 2026 - 证券代码：002714 证券简称：牧原股份 公告编号：2026-034 债券代码：127045 债券简称：牧原转债 牧原食品股份有限公司 2025 年年度报告摘要 一、重要提示 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、...",
        "url": "https://guba.eastmoney.com/news,002714,1686009299.html"
      },
      {
        "title": "牧原股份：2026年一季度实现营业总收入298.94亿元_牧原股份(002714)股吧_东方财富网股吧",
        "body": "中证智能财讯牧原股份（002714）4月22日披露2026年第一季度报告。公司实现营业总收入
... (truncated)

{
  "trap_level": "🟢 安全",
  "trap_score": 9,
  "signals_hit": "0/8",
  "signals_hit_count": 0,
  "signals_hit_detail": [],
  "recommendation": "数据正常，未发现明显推广痕迹。",
  "evidence_count": 0,
  "high_risk_kw": "未发现",
  "snippets": {
    "signal_1": [
      {
        "title": "东兴证券给予牧原股份强烈推荐评级：2024年量利齐升，2025年持续高质...",
        "body": "Mar 21, 2025 · 每经AI快讯，东兴证券03月21日发布研报称，给予牧原股份（002714.SZ）强烈推荐评级。 评级理由主要包括：1）生猪养殖量利齐升，完全成本持续下行；2）屠宰已实现单月盈利，盈利能力有望持续改善；3）海外业务和智能化贡献新看点。",
        "url": "https://guba.eastmoney.com/news,002714,1531173577.html"
      },
      {
        "title": "牧原股份 (002714)_最新价格_行情_走势图—东方财富网",
        "body": "提供牧原股份 (002714)股票的行情走势、五档盘口、逐笔交易等实时行情数据，及牧原股份 (002714)的新闻资讯、公司公告、研究报告、行业研报、F10资料、行业资讯、资金流分析、阶段涨幅、所属板块、财务指标、机构观点、行业排名、估值水平、股吧互动等与牧 ...",
        "url": "https://quote.eastmoney.com/sz002714.html"
      }
    ],
    "signal_2": [
      {
        "title": "牧原股份强势拉升逻辑解析：猪瘟催化供给收缩预期，期现联动激活板块 - 股票复盘网",
        "body": "牧原股份（2025-12-29）炒作逻辑：本文深度解析牧原股份今日大涨背后的核心逻辑，包括非洲猪瘟疫情催化供给收缩预期、期现市场联动、龙头优势凸显及政策托底预期，并对明日走势进行多情景预判，提供具体的持仓与交...",
        "url": "https://002714.fupanwang.com/dsk/2025-12-29.html"
      },
      {
        "title": "牧原股份涨4.82%，成交额38.71亿元，人气排名36位！后市是否有机会？附走势预测 港美股资讯 | 华盛通",
        "body": "1 month ago - 热门资讯> 正文 · 7月6日，牧原股份涨4.82%，成交额38.71亿元，换手率3.07%，总市值2232.99亿元。",
        "url": "https://www.hstong.com/news/detail/26070616302035214"
      }
    ],
    "signal_3": [
      {
        "title": "牧原股份旗下31...",
        "body": "牧原股份回应表示，经公司财务部门核查，由于部分供应商未及时发起付款申请、少数出票银行
... (truncated)

{
  "xueqiu_cubes": [],
  "xueqiu_meta": {
    "http_status": 200,
    "source": "http",
    "login_required": true,
    "hint": "set UZI_XQ_LOGIN=1 + run `python -m lib.xueqiu_browser login` (one-time)"
  },
  "tgb_mentions": [],
  "ths_simu": [
    {
      "note": "ths simu endpoint requires login or blocked"
    }
  ],
  "dpswang": [],
  "summary": {
    "xueqiu_cubes_total": 0,
    "high_return_cubes": 0,
    "s_tier_holders": 0,
    "a_tier_holders": 0,
    "b_tier_holders": 0,
    "tgb_mentions_count": 0,
    "ths_evidence_count": 0,
    "xueqiu_login_required": true,
    "xueqiu_source": "http"
  },
  "fallback_queries": [
    "淘股吧 实盘 002714 持仓",
    "挑战者杯 002714",
    "雪球 实盘组合 002714 50%",
    "全国期货实盘大赛 002714"
  ],
  "_note": "⚠️ XueQiu cubes 接口 2026 起需登录。当前未启用 Playwright 登录，0 cube 收录。如需启用：export UZI_XQ_LOGIN=1 然后 python -m lib.xueqiu_browser login 一次性登录。或 --skip-login-sources 接受跳过（其他维度不影响）。"
}