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  "trade_date": "20260706",
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    "portfolio_state": "local_paper_runtime/reports/trading/local_paper_portfolio_state.json",
    "trading_log": "local_paper_runtime/reports/trading/local_paper_trading_log_20260703.json",
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            "name": "东方电气",
            "theme": "发电设备",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": 3.046036690896492,
            "last": 29.77,
            "vwap": 30.151222028501522,
            "above_vwap": false,
            "amount": 2658032235.0
          },
          {
            "symbol": "SHSE.603338",
            "name": "浙江鼎力",
            "theme": "军民融合",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": 2.574027482097918,
            "last": 53.0,
            "vwap": 53.26183543970973,
            "above_vwap": false,
            "amount": 911560335.0
          },
          {
            "symbol": "SHSE.600166",
            "name": "福田汽车",
            "theme": "汽车制造",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": 2.2435897435897356,
            "last": 3.19,
            "vwap": 3.2179029392707363,
            "above_vwap": false,
            "amount": 542318331.0
          },
          {
            "symbol": "SZSE.000975",
            "name": "山金国际",
            "theme": "黄金概念",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": 2.0161290322580516,
            "last": 20.24,
            "vwap": 20.694736618009696,
            "above_vwap": false,
            "amount": 2867642750.0
          }
        ]
      },
      "style_code": "MAINLINE_BREAK",
      "style_label": "主线承接断裂",
      "entry_policy": "no_official_buy",
      "external_tech_shock_gate": {
        "schema_version": "external_tech_shock_gate_v1",
        "enabled": true,
        "level": "EXTREME",
        "score": 88.0,
        "label": "外部科技冲击极高",
        "entry_policy": "risk_only_for_tech",
        "tech_new_buy_allowed": false,
        "earliest_entry_time": "13:10",
        "position_cap_pct": 35.0,
        "risk_priority_boost": true,
        "reasons": [
          "sox_negative_-5.44%",
          "korea_tech_negative_-2.79%",
          "domestic_tech_avg_negative_-1.74%",
          "domestic_tech_down_ratio_74%"
        ],
        "source_file": "reports/external_checks/external_tech_shock_20260706.json",
        "source_status": "ok",
        "source_generated_at": "2026-07-06T10:01:48+08:00"
      },
      "external_tech_shock_level": "EXTREME",
      "external_tech_entry_policy": "risk_only_for_tech"
    },
    "auction_board_confirm_score": 30,
    "auction_stock_accept_score": 20.61,
    "auction_liquidity_score": 48.4,
    "covered_signal_count": 131,
    "covered_holding_count": 6,
    "holding_symbols": [
      "SHSE.600150",
      "SHSE.600353",
      "SHSE.600547",
      "SZSE.000536",
      "SZSE.002979",
      "SZSE.301696"
    ],
    "reason": "expired_after_09:45,active_mainline_not_confirmed"
  },
  "gate_funnel": {
    "evaluated_count": 131,
    "passed_count": 0,
    "policy_blocked_observe_only": 0,
    "market_gate_blocked": 131,
    "minute_energy_blocked": 0,
    "vwap_blocked": 0,
    "chase_ceiling_blocked": 0,
    "capital_blocked": 0,
    "quote_stale_blocked": 0,
    "data_source": "first_fail_runtime_signals",
    "degraded_reason": null,
    "execution_scope": "new_entry_signals_only",
    "position_add_filled": 2,
    "official_buy_filled": 2,
    "scope_note": "Gate Funnel 统计新开仓信号；今日加仓成交单独列示，不能用 0 通过反推无加仓机会。",
    "diagnostic_counts": {
      "market_gate_blocked": 131,
      "minute_energy_blocked": 102,
      "vwap_blocked": 117,
      "chase_ceiling_blocked": 4,
      "capital_blocked": 1,
      "quote_stale_blocked": 0
    }
  },
  "signals_snapshot": {
    "total": 131,
    "active_plan_contracts": 11,
    "watch_candidate_contracts": 120,
    "actionable": 4
  }
}