{ "schema_version": "local_paper_execution_decision_trace_v1", "captured_at": "2026-09-23T14:55:10", "trade_date": "20260923", "plan_date": "20260922", "runtime_status": "SHADOW_RUNNING", "configured_trade_mode": "OBSERVE_ONLY", "configured_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "effective_allow_new_positions": false, "trade_mode": "OBSERVE_ONLY", "allow_new_positions": false, "execution_health": { "schema_version": "execution_data_health_v1", "trade_date": "20260923", "plan_date": "20260922", "status": "SYSTEM_HALT", "hard_block_new_entries": true, "effective_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "block_reason": "data_pipeline_health_gate:plan_contract_disallows_new_positions", "blockers": [ "plan_contract_disallows_new_positions" ], "soft_restrictions": [ "plan_regime_mismatch_require_execution_reconfirmation" ], "entry_reconfirmation_required": true, "evidence": { "path": "inbox/local_public/20260923/evidence/preopen_execution_evidence_20260923.json", "state": "verified_preopen_runtime" }, "trajectory": { "path": "reports/theme_cleaning/market_trajectory_20260923.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": "WARM", "execution_regime": "COLD", "plan_regime_known": true, "execution_regime_confirmed": true, "comparison_state": "mismatch", "mismatch": true, "regime_delta": 2, "transition_direction": "deteriorating", "blocking_reasons": [ "plan_contract_disallows_new_positions" ], "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": 0.25, "market_up_ratio": 0.3857, "divergence_pct_points": -13.6, "source": "kaipanla_exact_date_market_sentiment", "state": "normal", "alert_kind": "none", "alert": false, "selection_review_required": false, "recommended_total_position_cap_pct": null, "action": "候选池与全市场广度未出现需单独处理的极端剪刀差。" }, "preopen_regime_alert": { "schema_version": "preopen_regime_transition_alert_v1", "trade_date": "20260923", "status": "ALERT", "severity": "AMBER", "window": "09:00-09:25", "plan_regime": "WARM", "execution_regime": "COLD", "plan_score": null, "execution_score": 16.49, "score_delta": null, "mismatch": true, "comparison_state": "mismatch", "execution_regime_confirmed": true, "external_level": "LOW", "external_source_path": "reports/external_checks/external_tech_shock_20260923.json", "triggers": [ "plan_regime_WARM_to_execution_COLD" ], "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_20260923.json", "coverage_audit_path": null, "state": "current", "latest_available_date": "20260923", "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_20260922_dashboard.cleaned.json", "fallback_to_plan_date": true }, "sector_external_validation": { "status": "READY", "role": "external_confirmation_only", "can_grant_entry_permission": false, "missing_or_stale_is_bearish": false, "validation_path": "reports/external_checks/kaipanla/kaipanla_sector_second_wave_validation_20260923.json", "crosscheck_path": "reports/external_checks/kaipanla/kaipanla_preopen_plan_crosscheck_20260923.json", "preopen_overall_state": "NO_ACTIVE_PLAN_RESEARCH_ONLY", "preopen_summary": { "active_theme_count": 0, "active_confirmed_count": 0, "active_reconfirm_count": 0, "active_unverified_count": 0, "rotation_candidate_count": 1 }, "confirmed_sectors": [ "地产链", "算力", "芯片" ], "watch_sectors": [ "机器人概念", "通信" ], "rotation_candidates_not_in_plan": [ { "sector_name": "地产链", "sector_code": "801676", "validation_state": "CONFIRMED", "score": 93, "current_rank": 7, "interval_rank": 6, "intraday_rhythm": "ACCELERATING", "lifecycle_stage": "ACCELERATION", "lifecycle_stage_label": "加速", "lifecycle_cycle_day": 1, "lifecycle_entry_window": true, "reason": "kaipanla_leader_not_represented_in_plan_research_only" } ], "interval_start": "20260917", "interval_end": "20260923", "interval_provisional": true, "action": "外部板块结构已核对，继续执行主数据合同与盘中 Strict Gate。" }, "plan_contract": { "path": "reports/trade_plan/20260922_active_plan_v2_for_trading.json", "target_trade_date": "20260923", "targets_execution_date": true, "requested_allow_new_positions": false, "requested_trade_mode": "OBSERVE_ONLY", "effective_allow_new_positions": false, "effective_trade_mode": "OBSERVE_ONLY", "reconciliation_status": "overridden_by_execution_health_gate", "entry_reconfirmation_required": true, "soft_restrictions": [ "plan_regime_mismatch_require_execution_reconfirmation" ], 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"name": "骏亚科技", "theme": "消费电子链 / 小米概念", "paper_scope": "shadow_watch", "priority": 999, "ret_pct": 2.058047493403703, "last": 19.34, "vwap": 19.251795880316543, "above_vwap": true, "amount": 367588015.0, "plan_id": "20260922:SHSE.603386:STRONG_WATCH_CONFIRM", "contract_version": "runtime_whitelist_contract_v1", "evidence_hash": "5ae708b80a60b95acac78ee9108d2f2fd4755cddae1ba508520772c4082bcb53", "whitelist_binding": { "symbol": "SHSE.603386", "plan_id": "20260922:SHSE.603386:STRONG_WATCH_CONFIRM", "contract_version": "runtime_whitelist_contract_v1", "evidence_hash": "5ae708b80a60b95acac78ee9108d2f2fd4755cddae1ba508520772c4082bcb53", "lifecycle_stage": null, "mainline_label": null }, "lifecycle_stage": null, "mainline_label": null }, { "symbol": "SZSE.300458", "name": "全志科技", "theme": "消费电子链 / 小米概念", "paper_scope": "shadow_watch", "priority": 999, "ret_pct": 0.47576568539993147, "last": 33.79, "vwap": 33.71267781975641, "above_vwap": true, "amount": 1563351266.0, "plan_id": 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"plan_id": "20260922:SZSE.300291:STRONG_WATCH_CONFIRM", "contract_version": "runtime_whitelist_contract_v1", "evidence_hash": "1b3a8b172e1f076a1d059ba3685555d218680bc7b0ff13b8c9f90f19320d3429", "lifecycle_stage": null, "mainline_label": null }, "lifecycle_stage": null, "mainline_label": null }, { "symbol": "SZSE.300433", "name": "蓝思科技", "theme": "消费电子链 / 小米概念", "paper_scope": "shadow_watch", "priority": 999, "ret_pct": -1.1614401858304202, "last": 34.04, "vwap": 34.382008755115784, "above_vwap": false, "amount": 2256498111.0, "plan_id": "20260922:SZSE.300433:VWAP_RECLAIM", "contract_version": "runtime_whitelist_contract_v1", "evidence_hash": "bb1434e947100907a6a45b68dc9527a7d18b93a70ce561fca0230c52958a818e", "whitelist_binding": { "symbol": "SZSE.300433", "plan_id": "20260922:SZSE.300433:VWAP_RECLAIM", "contract_version": "runtime_whitelist_contract_v1", "evidence_hash": "bb1434e947100907a6a45b68dc9527a7d18b93a70ce561fca0230c52958a818e", "lifecycle_stage": null, "mainline_label": null 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null }, "lifecycle_stage": null, "mainline_label": null }, { "symbol": "SZSE.300148", "name": "天舟文化", "theme": "传媒娱乐", "paper_scope": "shadow_watch", "priority": 999, "ret_pct": -3.2697547683923744, "last": 3.55, "vwap": 3.568650145695287, "above_vwap": false, "amount": 121122484.0, "plan_id": "20260922:SZSE.300148:VWAP_RECLAIM", "contract_version": "runtime_whitelist_contract_v1", "evidence_hash": "635715b8bc0d1a4f0c61cf40b71bbc23beb2930a996d5c20e252830639bd42ab", "whitelist_binding": { "symbol": "SZSE.300148", "plan_id": "20260922:SZSE.300148:VWAP_RECLAIM", "contract_version": "runtime_whitelist_contract_v1", "evidence_hash": "635715b8bc0d1a4f0c61cf40b71bbc23beb2930a996d5c20e252830639bd42ab", "lifecycle_stage": null, "mainline_label": null }, "lifecycle_stage": null, "mainline_label": null }, { "symbol": "SZSE.000156", "name": "华数传媒", "theme": "传媒娱乐", "paper_scope": "shadow_watch", "priority": 999, "ret_pct": -3.28767123287671, "last": 7.06, "vwap": 7.1265478930771575, "above_vwap": false, "amount": 107121992.0, "plan_id": "20260922:SZSE.000156:VWAP_RECLAIM", "contract_version": "runtime_whitelist_contract_v1", "evidence_hash": "1417cc1738b9b88205508e74c662de7a5f9440a5aab64a0fec0d3297c577ba21", "whitelist_binding": { "symbol": "SZSE.000156", "plan_id": "20260922:SZSE.000156:VWAP_RECLAIM", "contract_version": "runtime_whitelist_contract_v1", "evidence_hash": "1417cc1738b9b88205508e74c662de7a5f9440a5aab64a0fec0d3297c577ba21", "lifecycle_stage": null, "mainline_label": null }, "lifecycle_stage": null, "mainline_label": null } ], "execution_regime": "COLD", "execution_regime_source": "reports/theme_cleaning/market_trajectory_20260923.json", "full_market_breadth_available": true, "candidate_pool_breadth_alert": { "candidate_pool_up_ratio": 0.25, "market_up_ratio": 0.3857, "divergence_pct_points": -13.6, "source": "kaipanla_exact_date_market_sentiment", "state": "normal", "alert_kind": "none", "alert": false, "selection_review_required": false, 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