{
  "schema_version": "v13_source_eod_review_2",
  "plan_date": "20260727",
  "trade_date": "20260728",
  "source_paths": {
    "paper_runtime_snapshot": "/Users/tonyyu/sector_wave_agent/local_paper_runtime/reports/trading/paper_runtime_snapshot.json",
    "execution_decision_snapshot": "/Users/tonyyu/sector_wave_agent/local_paper_runtime/reports/trading/local_paper_execution_snapshot_20260728.json",
    "latest_signals": "local_paper_runtime/reports/trading/local_paper_latest_signals.json",
    "portfolio_state": "local_paper_runtime/reports/trading/local_paper_portfolio_state.json",
    "trading_log": "local_paper_runtime/reports/trading/local_paper_trading_log_20260727.json",
    "intraday_metric_reconciliation": "embedded_in_snapshot"
  },
  "status": "PAPER_RUNNING",
  "mode": "SIMULATION_READY",
  "allow_new_positions": true,
  "account": {
    "initial_capital": 1000000.0,
    "cash": 1045662.51,
    "market_value": 0.0,
    "total_value": 1045662.51,
    "unrealized_pnl": 0.0,
    "realized_pnl": 0.0,
    "daily_pnl": 0.0,
    "total_pnl": 45662.51000000001,
    "total_pnl_pct": 4.566251000000001,
    "realized_pnl_source": "no_filled_sell",
    "account_integrity_warning": null,
    "realized_pnl_scope": "trade_date",
    "cumulative_realized_pnl_estimate": 45662.51000000001,
    "cumulative_realized_pnl_estimate_source": "equity_minus_unrealized"
  },
  "summary": {
    "total_assets": 1045662.51,
    "total_pnl": 45662.51000000001,
    "total_pnl_pct": 4.566251000000001,
    "unrealized_pnl": 0.0,
    "realized_pnl": 0.0,
    "daily_pnl": 0.0,
    "filled_orders": 0,
    "rejected_orders": 0,
    "unfilled_orders": 0,
    "waiting_orders": 0,
    "official_buy_filled": 0,
    "shadow_buy_filled": 0,
    "risk_sell_filled": 0,
    "normal_sell_filled": 0,
    "position_add_filled": 0,
    "positions": 0,
    "raw_positions": 0,
    "dust_positions": 0,
    "signals": 59,
    "active_contracts": 3,
    "conditional_contracts": 56,
    "active_plan_contracts": 3,
    "watch_candidate_contracts": 0,
    "actionable": 0,
    "shadow_actionable": 0,
    "actionable_source": "runtime_gate_funnel",
    "preopen_sector_flow_passed": false,
    "integrity_warning": null,
    "account_integrity_warning": null,
    "realized_pnl_source": "no_filled_sell",
    "vwap_reconciliation": {
      "schema_version": "intraday_metric_reconciliation_v1",
      "method": "official_runtime_feed_then_bounded_minute_window_proxy",
      "scope": "all_signal_rows",
      "signal_count": 59,
      "vwap_official_count": 56,
      "vwap_raw_missing_count": 0,
      "vwap_recovered_proxy_count": 0,
      "vwap_proxy_count": 3,
      "vwap_remaining_missing_count": 0,
      "vwap_raw_missing_ratio": 0.0,
      "vwap_proxy_ratio": 0.0508,
      "vwap_remaining_missing_ratio": 0.0,
      "official_entry_policy": "official_runtime_feed_required; proxy_only_extended_confirmation"
    },
    "vwap_reconciliation_scope": "all_signal_rows",
    "preopen_regime_alert": {
      "schema_version": "preopen_regime_transition_alert_v1",
      "trade_date": "20260728",
      "status": "ALERT",
      "severity": "RED",
      "window": "09:00-09:25",
      "plan_regime": "HOT",
      "execution_regime": "COLD",
      "plan_score": null,
      "execution_score": 0.0,
      "score_delta": null,
      "mismatch": true,
      "comparison_state": "mismatch",
      "execution_regime_confirmed": true,
      "external_level": "EXTREME",
      "external_source_path": "reports/external_checks/external_tech_shock_20260728.json",
      "triggers": [
        "plan_regime_HOT_to_execution_COLD",
        "external_tech_shock_extreme"
      ],
      "action": "09:00-09:25 重新确认执行日 regime、外部科技冲击和板块承接；确认前只允许观察/持仓风控。",
      "no_silent_reopen": true
    }
  },
  "positions": [],
  "orders": [],
  "shadow_observation_summary": {
    "total": 59,
    "status_counts": {
      "CANCELLED": 42,
      "OBSERVE": 17
    },
    "actionable_count": 0,
    "touched_count": 0,
    "cancelled_count": 42,
    "near_trigger_count": 0,
    "observe_count": 17,
    "chase_ceiling_blocked_count": 0,
    "invalid_price_broken_count": 42,
    "sector_divergence": [],
    "top_reasons": [
      {
        "reason": "invalid_price_broken",
        "count": 42
      },
      {
        "reason": "signal_contract_missing_price_fields",
        "count": 9
      },
      {
        "reason": "waiting_trigger",
        "count": 7
      },
      {
        "reason": "minute_energy_amount_too_low",
        "count": 1
      }
    ],
    "policy_note": "OBSERVE_ONLY 下 actionable 仅为影子候选，不等于实际可执行买入；正式可执行数量以 runtime_gate_funnel.actionable 为准。"
  },
  "shadow_position_lifecycle": [],
  "intended_but_blocked": [],
  "shadow_gate_audit": [],
  "risk_flags": {
    "coverage": "dated_candidate_coverage",
    "quality_state": "verified_candidate_coverage",
    "execution_impact": "normal_candidate_coverage",
    "new_entry_blocked": false,
    "missing_reason": null,
    "latest_available_date": "20260728",
    "coverage_gap_days": 0,
    "coverage_gap_alert": false,
    "shadow_observation_policy": "observe_with_warning",
    "coverage_audit_path": "reports/audit/20260728_risk_flags_coverage.json",
    "ingest_path": "reports/audit/20260728_risk_flags_ingest.json",
    "backfill_state": "complete",
    "missing_backfill_dates": [],
    "affected_symbol_count": 1,
    "supported_flags": [
      "ST",
      "退市风险",
      "监管",
      "减持",
      "质押",
      "停牌"
    ],
    "integrity_warning": null,
    "note": "轻量风险旗标源；命中后只用于降级/加速风控，不可替代人工确认。",
    "sources": [
      "config/local_risk_flags_20260728.json"
    ],
    "items": {
      "SZSE.002173": {
        "name": "创新医疗",
        "severity": "medium",
        "flags": [
          {
            "severity": "medium",
            "flag_type": "abnormal_volatility",
            "title": "创新医疗：股票交易异常波动公告",
            "source_url": "http://news.10jqka.com.cn/field/sn/20260728/59008781.shtml"
          }
        ],
        "action": "risk_verify_before_entry",
        "source": "同花顺公告时间线公开接口",
        "symbol": "SZSE.002173"
      }
    }
  },
  "execution_health": {
    "schema_version": "execution_data_health_v1",
    "trade_date": "20260728",
    "plan_date": "20260727",
    "status": "READY",
    "hard_block_new_entries": false,
    "effective_allow_new_positions": true,
    "effective_trade_mode": "SIMULATION_READY",
    "block_reason": "",
    "blockers": [],
    "soft_restrictions": [
      "plan_regime_mismatch_require_execution_reconfirmation"
    ],
    "entry_reconfirmation_required": true,
    "evidence": {
      "path": "inbox/local_public/20260728/evidence/preopen_execution_evidence_20260728.json",
      "state": "verified_preopen_runtime"
    },
    "trajectory": {
      "path": "reports/theme_cleaning/market_trajectory_20260728.json",
      "state": "preopen_runtime_candidate",
      "current_record_state": "preopen_runtime_candidate",
      "window_state": "derived_price_sector",
      "historical_window_has_gaps": false,
      "regime": "COLD",
      "regime_alignment": {
        "plan_regime": "HOT",
        "execution_regime": "COLD",
        "plan_regime_known": true,
        "execution_regime_confirmed": true,
        "comparison_state": "mismatch",
        "mismatch": true,
        "regime_delta": 3,
        "transition_direction": "deteriorating",
        "blocking_reasons": [],
        "note": "计划日 regime 仅作盘前假设，执行日观测不一致（市场较计划恶化）；必须以执行日数据重新确认，并继续通过当日 Strict Gate，不能继承计划日的乐观权限。",
        "action": "require_execution_reconfirmation_then_strict_gate"
      },
      "candidate_pool_breadth_alert": {
        "candidate_pool_up_ratio": 0.0339,
        "market_up_ratio": null,
        "divergence_pct_points": null,
        "source": "dated_evidence_price_universe",
        "state": "normal_or_unavailable",
        "alert": false,
        "recommended_total_position_cap_pct": null,
        "action": "候选池与全市场广度未出现需单独收紧的极端剪刀差。"
      },
      "preopen_regime_alert": {
        "schema_version": "preopen_regime_transition_alert_v1",
        "trade_date": "20260728",
        "status": "ALERT",
        "severity": "RED",
        "window": "09:00-09:25",
        "plan_regime": "HOT",
        "execution_regime": "COLD",
        "plan_score": null,
        "execution_score": 0.0,
        "score_delta": null,
        "mismatch": true,
        "comparison_state": "mismatch",
        "execution_regime_confirmed": true,
        "external_level": "EXTREME",
        "external_source_path": "reports/external_checks/external_tech_shock_20260728.json",
        "triggers": [
          "plan_regime_HOT_to_execution_COLD",
          "external_tech_shock_extreme"
        ],
        "action": "09:00-09:25 重新确认执行日 regime、外部科技冲击和板块承接；确认前只允许观察/持仓风控。",
        "no_silent_reopen": true
      }
    },
    "risk_flags": {
      "path": "config/local_risk_flags_20260728.json",
      "coverage_audit_path": "reports/audit/20260728_risk_flags_coverage.json",
      "state": "current",
      "latest_available_date": "20260728",
      "coverage_gap_days": 0,
      "max_allowed_gap_days": 5,
      "coverage_complete": true,
      "recovery_action": "当日风险旗标已覆盖，继续执行个股级风险过滤。"
    },
    "daily_report": {
      "path": "reports/theme_cleaning/browser_dump_20260727_dashboard.cleaned.json",
      "fallback_to_plan_date": true
    },
    "plan_contract": {
      "path": "reports/trade_plan/20260727_active_plan_v2_for_trading.json",
      "requested_allow_new_positions": true,
      "requested_trade_mode": "SIMULATION_READY",
      "effective_allow_new_positions": true,
      "effective_trade_mode": "SIMULATION_READY",
      "reconciliation_status": "effective_reconfirmation_required",
      "entry_reconfirmation_required": true,
      "soft_restrictions": [
        "plan_regime_mismatch_require_execution_reconfirmation"
      ],
      "permission_source": "conditional_probe_reconfirmation",
      "conditional_probe_reconfirmation": {
        "path": "reports/trading/20260728_conditional_probe_reconfirmation.json",
        "status": "READY",
        "candidate_symbols": [
          "SHSE.600563",
          "SZSE.300408",
          "SZSE.300319"
        ],
        "valid": true,
        "max_official_buys": 1,
        "max_initial_position_pct": 4.0,
        "reason": "same_day_quotes_and_risk_coverage_ready; candidates still require one-probe Strict Gate confirmation"
      }
    },
    "position_management_policy": "risk_sell_and_position_management_remain_enabled"
  },
  "execution_health_observed": {
    "schema_version": "execution_data_health_v1",
    "trade_date": "20260728",
    "plan_date": "20260727",
    "status": "READY",
    "hard_block_new_entries": false,
    "effective_allow_new_positions": true,
    "effective_trade_mode": "SIMULATION_READY",
    "block_reason": "",
    "blockers": [],
    "soft_restrictions": [
      "plan_regime_mismatch_require_execution_reconfirmation"
    ],
    "entry_reconfirmation_required": true,
    "evidence": {
      "path": "inbox/local_public/20260728/evidence/preopen_execution_evidence_20260728.json",
      "state": "verified_preopen_runtime"
    },
    "trajectory": {
      "path": "reports/theme_cleaning/market_trajectory_20260728.json",
      "state": "preopen_runtime_candidate",
      "current_record_state": "preopen_runtime_candidate",
      "window_state": "derived_price_sector",
      "historical_window_has_gaps": false,
      "regime": "COLD",
      "regime_alignment": {
        "plan_regime": "HOT",
        "execution_regime": "COLD",
        "plan_regime_known": true,
        "execution_regime_confirmed": true,
        "comparison_state": "mismatch",
        "mismatch": true,
        "regime_delta": 3,
        "transition_direction": "deteriorating",
        "blocking_reasons": [],
        "note": "计划日 regime 仅作盘前假设，执行日观测不一致（市场较计划恶化）；必须以执行日数据重新确认，并继续通过当日 Strict Gate，不能继承计划日的乐观权限。",
        "action": "require_execution_reconfirmation_then_strict_gate"
      },
      "candidate_pool_breadth_alert": {
        "candidate_pool_up_ratio": 0.0339,
        "market_up_ratio": null,
        "divergence_pct_points": null,
        "source": "dated_evidence_price_universe",
        "state": "normal_or_unavailable",
        "alert": false,
        "recommended_total_position_cap_pct": null,
        "action": "候选池与全市场广度未出现需单独收紧的极端剪刀差。"
      },
      "preopen_regime_alert": {
        "schema_version": "preopen_regime_transition_alert_v1",
        "trade_date": "20260728",
        "status": "ALERT",
        "severity": "RED",
        "window": "09:00-09:25",
        "plan_regime": "HOT",
        "execution_regime": "COLD",
        "plan_score": null,
        "execution_score": 0.0,
        "score_delta": null,
        "mismatch": true,
        "comparison_state": "mismatch",
        "execution_regime_confirmed": true,
        "external_level": "EXTREME",
        "external_source_path": "reports/external_checks/external_tech_shock_20260728.json",
        "triggers": [
          "plan_regime_HOT_to_execution_COLD",
          "external_tech_shock_extreme"
        ],
        "action": "09:00-09:25 重新确认执行日 regime、外部科技冲击和板块承接；确认前只允许观察/持仓风控。",
        "no_silent_reopen": true
      }
    },
    "risk_flags": {
      "path": "config/local_risk_flags_20260728.json",
      "coverage_audit_path": null,
      "state": "current",
      "latest_available_date": "20260728",
      "coverage_gap_days": 0,
      "max_allowed_gap_days": 5,
      "coverage_complete": true,
      "recovery_action": "当日风险旗标已覆盖，继续执行个股级风险过滤。"
    },
    "daily_report": {
      "path": "reports/theme_cleaning/browser_dump_20260727_dashboard.cleaned.json",
      "fallback_to_plan_date": true
    },
    "plan_contract": {
      "path": "reports/trade_plan/20260727_active_plan_v2_for_trading.json",
      "requested_allow_new_positions": true,
      "requested_trade_mode": "SIMULATION_READY",
      "effective_allow_new_positions": true,
      "effective_trade_mode": "SIMULATION_READY",
      "reconciliation_status": "effective_reconfirmation_required",
      "entry_reconfirmation_required": true,
      "soft_restrictions": [
        "plan_regime_mismatch_require_execution_reconfirmation"
      ],
      "permission_source": "conditional_probe_reconfirmation",
      "conditional_probe_reconfirmation": {
        "path": "reports/trading/20260728_conditional_probe_reconfirmation.json",
        "status": "READY",
        "candidate_symbols": [
          "SHSE.600563",
          "SZSE.300408",
          "SZSE.300319"
        ],
        "valid": true,
        "max_official_buys": 1,
        "max_initial_position_pct": 4.0,
        "reason": "same_day_quotes_and_risk_coverage_ready; candidates still require one-probe Strict Gate confirmation"
      }
    },
    "position_management_policy": "risk_sell_and_position_management_remain_enabled"
  },
  "execution_health_reconciliation": {
    "observed_at_runtime": {
      "status": "READY",
      "hard_block_new_entries": false,
      "blockers": []
    },
    "recomputed_after_close": {
      "status": "READY",
      "hard_block_new_entries": false,
      "blockers": [],
      "entry_reconfirmation_required": true
    },
    "policy_changed_after_repair": false,
    "classification": "historical_runtime_and_recomputed_policy_consistent",
    "audit_note": "盘中原始轨迹保留为历史事实；修复后的规则仅用于回溯验证和后续交易日，不能倒写为当日已执行。"
  },
  "intraday_metric_reconciliation": {
    "schema_version": "intraday_metric_reconciliation_v1",
    "method": "official_runtime_feed_then_bounded_minute_window_proxy",
    "scope": "all_signal_rows",
    "signal_count": 59,
    "vwap_official_count": 56,
    "vwap_raw_missing_count": 0,
    "vwap_recovered_proxy_count": 0,
    "vwap_proxy_count": 3,
    "vwap_remaining_missing_count": 0,
    "vwap_raw_missing_ratio": 0.0,
    "vwap_proxy_ratio": 0.0508,
    "vwap_remaining_missing_ratio": 0.0,
    "official_entry_policy": "official_runtime_feed_required; proxy_only_extended_confirmation"
  },
  "auction": {
    "used_as_standalone_gate": false,
    "usage_note": "集合竞价只做板块/个股预确认与早盘择时加权，不单独触发买入。",
    "preopen_gate_legacy": {
      "enabled": true,
      "passed": false,
      "reason": "expired_after_09:45,active_mainline_not_confirmed",
      "intraday_style_gate": {
        "enabled": true,
        "style_code": "MAINLINE_BREAK",
        "label": "主线承接断裂",
        "entry_policy": "no_official_buy",
        "official_buy_allowed": false,
        "reason": "active_mainline_not_confirmed",
        "pool_up_ratio": 0.0508,
        "active_up_ratio": 0.0,
        "active_positive": 0,
        "active_positive_min": 1,
        "active_above_vwap": 0,
        "active_total": 3,
        "sample_total": 59,
        "signal_contract_total": 59,
        "active_contract_total": 3,
        "dominant_theme": "元件",
        "dominant_theme_share": 0.9025,
        "dominant_theme_basis": "amount",
        "official_symbol_whitelist": [],
        "structural_hot_themes": [],
        "structural_symbol_whitelist": [],
        "conditional_probe_symbol_whitelist": [],
        "clustered_core_priority_ceiling": 8,
        "position_cap_pct": null,
        "external_tech_shock_gate": {
          "schema_version": "external_tech_shock_gate_v1",
          "enabled": true,
          "level": "EXTREME",
          "score": 100.0,
          "raw_score": 100.0,
          "confidence_penalty": 0.0,
          "confidence_adjusted_score": 100.0,
          "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_-2.23%",
            "nvidia_negative_-4.99%",
            "korea_broad_negative_fallback_-8.04%",
            "korea_market_stress_-8.15%",
            "taiwan_tech_negative_-3.69%",
            "asia_tech_circuit_breaker",
            "quant_panic_deep_water_risk",
            "domestic_tech_avg_negative_-6.03%"
          ],
          "source_status": "ok",
          "source_quality": "verified_live",
          "source_confidence": "verified",
          "missing_gate_fields": [],
          "critical_data_missing": false,
          "partial_gate_behavior": "verified_source",
          "confidence_note": "外部数据完整度正常。",
          "source_file": "reports/external_checks/external_tech_shock_20260728.json",
          "source_errors": {},
          "source_ths_errors": {},
          "source_generated_at": "2026-07-28T09:25:16+08:00"
        },
        "active_samples": [
          {
            "symbol": "SHSE.600563",
            "name": "法拉电子",
            "theme": "元件",
            "paper_scope": "active",
            "priority": 0,
            "ret_pct": -3.661764705882342,
            "last": 131.02,
            "vwap": 131.51513237545228,
            "above_vwap": false,
            "amount": 756054193.0
          },
          {
            "symbol": "SZSE.300319",
            "name": "麦捷科技",
            "theme": "元件",
            "paper_scope": "active",
            "priority": 2,
            "ret_pct": -7.446808510638303,
            "last": 14.79,
            "vwap": 15.251105368293333,
            "above_vwap": false,
            "amount": 1030700203.0
          },
          {
            "symbol": "SZSE.300408",
            "name": "三环集团",
            "theme": "元件",
            "paper_scope": "active",
            "priority": 1,
            "ret_pct": -9.653132562516797,
            "last": 100.8,
            "vwap": 103.87030014948529,
            "above_vwap": false,
            "amount": 6608051916.0
          }
        ],
        "sample_rows": [
          {
            "symbol": "SZSE.002173",
            "name": "创新医疗",
            "theme": "医疗服务 / 水域改革",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": 10.004833252779122,
            "last": 22.76,
            "vwap": 22.738411485045344,
            "above_vwap": true,
            "amount": 837942297.0
          },
          {
            "symbol": "SHSE.605258",
            "name": "协和电子",
            "theme": "元件",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": 0.5889777029869592,
            "last": 23.91,
            "vwap": 23.927714566929133,
            "above_vwap": false,
            "amount": 36465837.0
          },
          {
            "symbol": "SZSE.002141",
            "name": "贤丰控股",
            "theme": "元件",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": 0.17452006980802626,
            "last": 5.74,
            "vwap": 6.009465486883787,
            "above_vwap": false,
            "amount": 1937237736.0
          },
          {
            "symbol": "SHSE.600237",
            "name": "铜峰电子",
            "theme": "元件",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": -1.126408010012514,
            "last": 7.9,
            "vwap": 7.919110397001717,
            "above_vwap": false,
            "amount": 216368310.0
          },
          {
            "symbol": "SHSE.603328",
            "name": "依顿电子",
            "theme": "元件",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": -1.2429378531073398,
            "last": 8.74,
            "vwap": 8.74708820318948,
            "above_vwap": false,
            "amount": 98564814.0
          },
          {
            "symbol": "SZSE.301176",
            "name": "逸豪新材",
            "theme": "元件",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": -1.4450867052023142,
            "last": 40.92,
            "vwap": 42.46590051078813,
            "above_vwap": false,
            "amount": 537902822.0
          },
          {
            "symbol": "SZSE.301041",
            "name": "金百泽",
            "theme": "元件",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": -1.881597062872875,
            "last": 21.38,
            "vwap": 21.541478492265405,
            "above_vwap": false,
            "amount": 73665394.0
          },
          {
            "symbol": "SZSE.300713",
            "name": "英可瑞",
            "theme": "半导体链 / PCB概念",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": -1.967213114754085,
            "last": 11.96,
            "vwap": 12.203014363518356,
            "above_vwap": false,
            "amount": 43243822.0
          },
          {
            "symbol": "SZSE.000636",
            "name": "风华高科",
            "theme": "元件",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": -2.147377938517181,
            "last": 43.29,
            "vwap": 44.13367472902449,
            "above_vwap": false,
            "amount": 6948017373.0
          },
          {
            "symbol": "SHSE.605058",
            "name": "澳弘电子",
            "theme": "元件",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": -2.2083333333333344,
            "last": 23.47,
            "vwap": 23.65712658898305,
            "above_vwap": false,
            "amount": 44664655.0
          },
          {
            "symbol": "SHSE.603386",
            "name": "骏亚科技",
            "theme": "元件",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": -2.613827993254625,
            "last": 11.55,
            "vwap": 11.75711210974456,
            "above_vwap": false,
            "amount": 94447233.0
          },
          {
            "symbol": "SZSE.301628",
            "name": "强达电路",
            "theme": "元件",
            "paper_scope": "conditional_watch",
            "priority": 999,
            "ret_pct": -3.3825503355704667,
            "last": 71.98,
            "vwap": 72.83832456601789,
            "above_vwap": false,
            "amount": 83079393.0
          }
        ]
      },
      "pool_up_ratio": 0.0508,
      "active_up_ratio": 0.0,
      "active_positive": 0,
      "active_positive_min": 1,
      "active_above_vwap": 0,
      "active_total": 3,
      "sample_total": 59,
      "active_samples": [
        {
          "symbol": "SHSE.600563",
          "name": "法拉电子",
          "theme": "元件",
          "paper_scope": "active",
          "priority": 0,
          "ret_pct": -3.661764705882342,
          "last": 131.02,
          "vwap": 131.51513237545228,
          "above_vwap": false,
          "amount": 756054193.0
        },
        {
          "symbol": "SZSE.300319",
          "name": "麦捷科技",
          "theme": "元件",
          "paper_scope": "active",
          "priority": 2,
          "ret_pct": -7.446808510638303,
          "last": 14.79,
          "vwap": 15.251105368293333,
          "above_vwap": false,
          "amount": 1030700203.0
        },
        {
          "symbol": "SZSE.300408",
          "name": "三环集团",
          "theme": "元件",
          "paper_scope": "active",
          "priority": 1,
          "ret_pct": -9.653132562516797,
          "last": 100.8,
          "vwap": 103.87030014948529,
          "above_vwap": false,
          "amount": 6608051916.0
        }
      ],
      "style_code": "MAINLINE_BREAK",
      "style_label": "主线承接断裂",
      "entry_policy": "no_official_buy",
      "official_buy_allowed": false,
      "official_symbol_whitelist": [],
      "structural_symbol_whitelist": [],
      "conditional_probe_symbol_whitelist": [],
      "position_cap_pct": null,
      "dominant_theme": "元件",
      "dominant_theme_share": 0.9025,
      "external_tech_shock_gate": {
        "schema_version": "external_tech_shock_gate_v1",
        "enabled": true,
        "level": "EXTREME",
        "score": 100.0,
        "raw_score": 100.0,
        "confidence_penalty": 0.0,
        "confidence_adjusted_score": 100.0,
        "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_-2.23%",
          "nvidia_negative_-4.99%",
          "korea_broad_negative_fallback_-8.04%",
          "korea_market_stress_-8.15%",
          "taiwan_tech_negative_-3.69%",
          "asia_tech_circuit_breaker",
          "quant_panic_deep_water_risk",
          "domestic_tech_avg_negative_-6.03%"
        ],
        "source_status": "ok",
        "source_quality": "verified_live",
        "source_confidence": "verified",
        "missing_gate_fields": [],
        "critical_data_missing": false,
        "partial_gate_behavior": "verified_source",
        "confidence_note": "外部数据完整度正常。",
        "source_file": "reports/external_checks/external_tech_shock_20260728.json",
        "source_errors": {},
        "source_ths_errors": {},
        "source_generated_at": "2026-07-28T09:25:16+08:00"
      },
      "external_tech_shock_level": "EXTREME",
      "external_tech_entry_policy": "risk_only_for_tech",
      "signal_contract_total": 59,
      "signal_quotes_available": true,
      "signal_quote_coverage": 1.0,
      "active_contract_total": 3,
      "active_quote_total": 3,
      "active_candidates_available": true,
      "active_quotes_available": true,
      "active_quote_coverage": 1.0,
      "quote_diagnostic": "行情覆盖完整"
    },
    "auction_board_confirm_score": 30,
    "auction_stock_accept_score": 13.56,
    "auction_liquidity_score": 43.81,
    "covered_signal_count": 59,
    "covered_holding_count": 0,
    "slot_holding_count": 0,
    "dust_holding_count": 0,
    "holding_symbols": [],
    "slot_holding_symbols": [],
    "reason": "expired_after_09:45,active_mainline_not_confirmed",
    "external_gate_reconciliation": {
      "status": "reconciled",
      "source_file": "reports/external_checks/external_tech_shock_20260728.json",
      "source_generated_at": "2026-07-28T09:25:16+08:00",
      "source_quality": "verified_live",
      "observed_runtime_gate": {
        "level": "EXTREME",
        "source_status": "ok",
        "source_quality": "verified_live",
        "reasons": [
          "sox_negative_-2.23%",
          "nvidia_negative_-4.99%",
          "korea_broad_negative_fallback_-8.04%",
          "korea_market_stress_-8.15%",
          "taiwan_tech_negative_-3.69%",
          "asia_tech_circuit_breaker",
          "quant_panic_deep_water_risk",
          "domestic_tech_avg_negative_-6.03%"
        ]
      },
      "verified_gate": {
        "level": "EXTREME",
        "score": 100.0,
        "reasons": [
          "sox_negative_-2.23%",
          "nvidia_negative_-4.99%",
          "korea_broad_negative_fallback_-8.04%",
          "korea_market_stress_-8.15%",
          "taiwan_tech_negative_-3.69%",
          "asia_tech_circuit_breaker",
          "quant_panic_deep_water_risk"
        ],
        "source_quality": "verified_live"
      },
      "korea_market_stress_pct": -8.1474,
      "korea_market_close_pct": -8.0449,
      "korea_stress_basis": "kospi_intraday_low_pct",
      "stress_mismatch": false,
      "note": "执行时与收盘后核验的韩国压力口径一致；后续统一使用 kospi_intraday_low_pct，收盘涨跌幅单独展示。"
    }
  },
  "gate_funnel": {
    "evaluated_count": 3,
    "passed_count": 0,
    "policy_blocked_observe_only": 0,
    "market_gate_blocked": 3,
    "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": 0,
    "official_buy_filled": 0,
    "scope_note": "Gate Funnel 仅统计 3 个具备完整价格合同的正式入场信号；另有 56 个条件/观察对象保留在板块复盘，不计入正式阻断。",
    "diagnostic_counts": {
      "market_gate_blocked": 3,
      "minute_energy_blocked": 2,
      "vwap_blocked": 3,
      "chase_ceiling_blocked": 0,
      "capital_blocked": 0,
      "quote_stale_blocked": 0
    },
    "diagnostic_counts_scope": "independent_signal_checks_excluding_policy_suppressed_market_gate",
    "first_fail_counts": {
      "policy_blocked_observe_only": 0,
      "market_gate_blocked": 3,
      "quote_stale_blocked": 0,
      "minute_energy_blocked": 0,
      "vwap_blocked": 0,
      "chase_ceiling_blocked": 0,
      "capital_blocked": 0,
      "passed": 0
    },
    "quote_stale_ratio": 0.0,
    "minute_energy_warmup_count": 0,
    "intraday_metrics_missing_count": 0,
    "intraday_metrics_missing_ratio": 0.0,
    "intraday_metrics_missing_fields": {},
    "intraday_metrics_missing_warn_threshold": 0.15,
    "intraday_metrics_missing_block_threshold": 0.25,
    "vwap_official_count": 3,
    "vwap_proxy_count": 0,
    "vwap_missing_count": 0,
    "vwap_proxy_ratio": 0.0,
    "vwap_quality_state": "official",
    "vwap_entry_policy": "official_runtime_feed_required; proxy_only_extended_confirmation",
    "vwap_metrics_scope": "formal_entry_contracts",
    "observation_total_count": 59,
    "observation_only_excluded_count": 56,
    "data_quality_state": "ok"
  },
  "signals_snapshot": {
    "total": 59,
    "active_contracts": 3,
    "conditional_contracts": 56,
    "active_plan_contracts": 3,
    "watch_candidate_contracts": 0,
    "actionable": 0,
    "shadow_actionable": 0,
    "actionable_source": "runtime_gate_funnel"
  }
}