Files
aiagents-stock/quarterly_report_data.py
T
2025-10-11 20:59:19 +08:00

408 lines
15 KiB
Python

"""
季报数据获取模块
使用akshare获取个股最近8期季度财务报告
"""
import pandas as pd
import sys
import io
import warnings
from datetime import datetime
import akshare as ak
warnings.filterwarnings('ignore')
# 设置标准输出编码为UTF-8(仅在命令行环境,避免streamlit冲突)
def _setup_stdout_encoding():
"""仅在命令行环境设置标准输出编码"""
if sys.platform == 'win32' and not hasattr(sys.stdout, '_original_stream'):
try:
# 检测是否在streamlit环境中
import streamlit
# 在streamlit中不修改stdout
return
except ImportError:
# 不在streamlit环境,可以安全修改
try:
sys.stdout = io.TextIOWrapper(sys.stdout.buffer, encoding='utf-8', errors='ignore')
except:
pass
_setup_stdout_encoding()
class QuarterlyReportDataFetcher:
"""季报数据获取类(使用akshare数据源)"""
def __init__(self):
self.periods = 8 # 获取最近8期季报
self.available = True
print("✓ 季报数据获取器初始化成功(akshare数据源)")
def get_quarterly_reports(self, symbol):
"""
获取股票的季报数据
Args:
symbol: 股票代码(6位数字)
Returns:
dict: 包含季报数据的字典
"""
data = {
"symbol": symbol,
"income_statement": None, # 利润表
"balance_sheet": None, # 资产负债表
"cash_flow": None, # 现金流量表
"financial_indicators": None, # 财务指标
"data_success": False,
"source": "akshare"
}
# 只支持中国股票
if not self._is_chinese_stock(symbol):
data["error"] = "季报数据仅支持中国A股股票"
return data
try:
print(f"📊 正在获取 {symbol} 的季报数据...")
# 获取利润表
income_data = self._get_income_statement(symbol)
if income_data:
data["income_statement"] = income_data
print(f" ✓ 成功获取 {len(income_data.get('data', []))} 期利润表数据")
# 获取资产负债表
balance_data = self._get_balance_sheet(symbol)
if balance_data:
data["balance_sheet"] = balance_data
print(f" ✓ 成功获取 {len(balance_data.get('data', []))} 期资产负债表数据")
# 获取现金流量表
cash_flow_data = self._get_cash_flow(symbol)
if cash_flow_data:
data["cash_flow"] = cash_flow_data
print(f" ✓ 成功获取 {len(cash_flow_data.get('data', []))} 期现金流量表数据")
# 获取财务指标
indicators_data = self._get_financial_indicators(symbol)
if indicators_data:
data["financial_indicators"] = indicators_data
print(f" ✓ 成功获取 {len(indicators_data.get('data', []))} 期财务指标数据")
# 如果至少有一个成功,则标记为成功
if income_data or balance_data or cash_flow_data or indicators_data:
data["data_success"] = True
print("✅ 季报数据获取完成")
else:
print("⚠️ 未能获取到季报数据")
except Exception as e:
print(f"❌ 获取季报数据失败: {e}")
data["error"] = str(e)
return data
def _is_chinese_stock(self, symbol):
"""判断是否为中国股票"""
return symbol.isdigit() and len(symbol) == 6
def _get_income_statement(self, symbol):
"""获取利润表数据"""
try:
# stock_financial_report_sina - 新浪财经季度利润表
df = ak.stock_financial_report_sina(stock=symbol, symbol="利润表")
if df is None or df.empty:
print(f" 未找到利润表数据")
return None
# 获取最近8期
df = df.head(self.periods)
# 转换为字典列表
data_list = []
for idx, row in df.iterrows():
item = {}
for col in df.columns:
value = row.get(col)
if value is None or (isinstance(value, float) and pd.isna(value)):
continue
try:
item[col] = str(value)
except:
item[col] = "N/A"
if item:
data_list.append(item)
return {
"data": data_list,
"periods": len(data_list),
"columns": df.columns.tolist(),
"query_time": datetime.now().strftime('%Y-%m-%d %H:%M:%S')
}
except Exception as e:
print(f" 获取利润表异常: {e}")
return None
def _get_balance_sheet(self, symbol):
"""获取资产负债表数据"""
try:
# stock_financial_report_sina - 新浪财经季度资产负债表
df = ak.stock_financial_report_sina(stock=symbol, symbol="资产负债表")
if df is None or df.empty:
print(f" 未找到资产负债表数据")
return None
# 获取最近8期
df = df.head(self.periods)
# 转换为字典列表
data_list = []
for idx, row in df.iterrows():
item = {}
for col in df.columns:
value = row.get(col)
if value is None or (isinstance(value, float) and pd.isna(value)):
continue
try:
item[col] = str(value)
except:
item[col] = "N/A"
if item:
data_list.append(item)
return {
"data": data_list,
"periods": len(data_list),
"columns": df.columns.tolist(),
"query_time": datetime.now().strftime('%Y-%m-%d %H:%M:%S')
}
except Exception as e:
print(f" 获取资产负债表异常: {e}")
return None
def _get_cash_flow(self, symbol):
"""获取现金流量表数据"""
try:
# stock_financial_report_sina - 新浪财经季度现金流量表
df = ak.stock_financial_report_sina(stock=symbol, symbol="现金流量表")
if df is None or df.empty:
print(f" 未找到现金流量表数据")
return None
# 获取最近8期
df = df.head(self.periods)
# 转换为字典列表
data_list = []
for idx, row in df.iterrows():
item = {}
for col in df.columns:
value = row.get(col)
if value is None or (isinstance(value, float) and pd.isna(value)):
continue
try:
item[col] = str(value)
except:
item[col] = "N/A"
if item:
data_list.append(item)
return {
"data": data_list,
"periods": len(data_list),
"columns": df.columns.tolist(),
"query_time": datetime.now().strftime('%Y-%m-%d %H:%M:%S')
}
except Exception as e:
print(f" 获取现金流量表异常: {e}")
return None
def _get_financial_indicators(self, symbol):
"""获取财务指标数据"""
try:
# stock_financial_analysis_indicator - 财务指标
df = ak.stock_financial_analysis_indicator(symbol=symbol)
if df is None or df.empty:
print(f" 未找到财务指标数据")
return None
# 获取最近8期
df = df.head(self.periods)
# 转换为字典列表
data_list = []
for idx, row in df.iterrows():
item = {}
for col in df.columns:
value = row.get(col)
if value is None or (isinstance(value, float) and pd.isna(value)):
continue
try:
item[col] = str(value)
except:
item[col] = "N/A"
if item:
data_list.append(item)
return {
"data": data_list,
"periods": len(data_list),
"columns": df.columns.tolist(),
"query_time": datetime.now().strftime('%Y-%m-%d %H:%M:%S')
}
except Exception as e:
print(f" 获取财务指标异常: {e}")
return None
def format_quarterly_reports_for_ai(self, data):
"""
将季报数据格式化为适合AI阅读的文本
"""
if not data or not data.get("data_success"):
return "未能获取季报数据"
text_parts = []
text_parts.append(f"""
【季度财务报告数据 - akshare数据源】
股票代码:{data.get('symbol', 'N/A')}
数据期数:最近{self.periods}期季报
""")
# 利润表数据
if data.get("income_statement"):
income_data = data["income_statement"]
text_parts.append(f"""
═══════════════════════════════════════
📊 利润表(最近{income_data.get('periods', 0)}期)
═══════════════════════════════════════
""")
# 提取关键指标
key_fields = ['报告期', '营业总收入', '营业收入', '营业总成本', '营业利润',
'利润总额', '净利润', '归属于母公司所有者的净利润',
'基本每股收益', '稀释每股收益']
for idx, item in enumerate(income_data.get('data', []), 1):
text_parts.append(f"\n{idx} 期:")
for field in key_fields:
if field in item:
text_parts.append(f" {field}: {item[field]}")
# 显示其他重要字段(如果有)
other_fields = ['销售费用', '管理费用', '财务费用', '研发费用']
for field in other_fields:
if field in item:
text_parts.append(f" {field}: {item[field]}")
# 资产负债表数据
if data.get("balance_sheet"):
balance_data = data["balance_sheet"]
text_parts.append(f"""
═══════════════════════════════════════
📊 资产负债表(最近{balance_data.get('periods', 0)}期)
═══════════════════════════════════════
""")
# 提取关键指标
key_fields = ['报告期', '资产总计', '流动资产合计', '非流动资产合计',
'负债合计', '流动负债合计', '非流动负债合计',
'所有者权益合计', '归属于母公司股东权益合计']
for idx, item in enumerate(balance_data.get('data', []), 1):
text_parts.append(f"\n{idx} 期:")
for field in key_fields:
if field in item:
text_parts.append(f" {field}: {item[field]}")
# 现金流量表数据
if data.get("cash_flow"):
cash_flow_data = data["cash_flow"]
text_parts.append(f"""
═══════════════════════════════════════
📊 现金流量表(最近{cash_flow_data.get('periods', 0)}期)
═══════════════════════════════════════
""")
# 提取关键指标
key_fields = ['报告期', '经营活动产生的现金流量净额',
'投资活动产生的现金流量净额', '筹资活动产生的现金流量净额',
'现金及现金等价物净增加额', '期末现金及现金等价物余额']
for idx, item in enumerate(cash_flow_data.get('data', []), 1):
text_parts.append(f"\n{idx} 期:")
for field in key_fields:
if field in item:
text_parts.append(f" {field}: {item[field]}")
# 财务指标数据
if data.get("financial_indicators"):
indicators_data = data["financial_indicators"]
text_parts.append(f"""
═══════════════════════════════════════
📊 关键财务指标(最近{indicators_data.get('periods', 0)}期)
═══════════════════════════════════════
""")
# 提取关键指标
key_fields = ['报告期', '净资产收益率', '总资产净利率', '销售净利率',
'销售毛利率', '资产负债率', '流动比率', '速动比率',
'应收账款周转率', '存货周转率', '总资产周转率',
'每股收益', '每股净资产', '每股经营现金流']
for idx, item in enumerate(indicators_data.get('data', []), 1):
text_parts.append(f"\n{idx} 期:")
for field in key_fields:
if field in item:
text_parts.append(f" {field}: {item[field]}")
return "\n".join(text_parts)
# 测试函数
if __name__ == "__main__":
print("测试季报数据获取(akshare数据源)...")
print("="*60)
fetcher = QuarterlyReportDataFetcher()
if not fetcher.available:
print("❌ 季报数据获取器不可用")
sys.exit(1)
# 测试股票
test_symbols = ["000001", "600519"] # 平安银行、贵州茅台
for symbol in test_symbols:
print(f"\n{'='*60}")
print(f"正在测试股票: {symbol}")
print(f"{'='*60}\n")
data = fetcher.get_quarterly_reports(symbol)
if data.get("data_success"):
print("\n" + "="*60)
print("季报数据获取成功!")
print("="*60)
formatted_text = fetcher.format_quarterly_reports_for_ai(data)
print(formatted_text)
else:
print(f"\n获取失败: {data.get('error', '未知错误')}")
print("\n")