usIndicatorFormatters.ts•12 kB
// 美股财务指标数据格式化器
export interface UsIndicatorItem {
ts_code: string;
end_date: string;
ind_type: string;
security_name_abbr: string;
accounting_standards: string;
notice_date: string;
start_date: string;
std_report_date: string;
financial_date: string;
currency: string;
date_type: string;
report_type: string;
operate_income: number;
operate_income_yoy: number;
[key: string]: any; // 财务指标数据字段很多，使用索引签名
}
// 格式化美股财务指标数据
export function formatUsIndicatorData(data: UsIndicatorItem[], ts_code: string, dataType: string) {
if (!data || data.length === 0) {
return {
content: [
{
type: "text",
text: `# ${ts_code} 美股财务指标数据\n\n❌ 未找到相关数据`
}
]
};
}
// 获取股票名称
const stockName = data[0]?.security_name_abbr || ts_code;
// 按报告期分组
const groupedByPeriod = groupByPeriod(data);
let content = `# ${stockName} (${ts_code}) 美股财务指标数据\n\n`;
// 按报告期展示数据
for (const [period, items] of Object.entries(groupedByPeriod)) {
const item = items[0]; // 财务指标每期通常只有一条记录
const reportType = item?.report_type || '未知';
content += `## 📊 ${formatPeriod(period)} ${reportType}\n\n`;
// 基本信息
content += `### 📋 基本信息\n\n`;
content += `| 项目 | 内容 |\n`;
content += `|------|------|\n`;
content += `| **会计准则** | ${item.accounting_standards || 'N/A'} |\n`;
content += `| **货币单位** | ${item.currency || 'N/A'} |\n`;
content += `| **公告日期** | ${formatDate(item.notice_date)} |\n`;
content += `| **财务日期** | ${formatDate(item.financial_date)} |\n`;
content += `\n`;
// 核心财务指标
content += generateCoreMetrics(item);
// 盈利能力指标
content += generateProfitabilityMetrics(item);
// 成长性指标
content += generateGrowthMetrics(item);
// 偿债能力指标
content += generateSolvencyMetrics(item);
// 运营效率指标
content += generateEfficiencyMetrics(item);
// 市场表现指标
content += generateMarketMetrics(item);
content += `\n---\n\n`;
}
// 添加多期对比分析（如果有多个报告期）
if (Object.keys(groupedByPeriod).length > 1) {
content += generatePeriodComparison(groupedByPeriod);
}
// 添加数据说明
content += `\n## 📋 数据说明\n\n`;
content += `- **数据来源**: Tushare美股财务数据\n`;
content += `- **货币单位**: ${data[0]?.currency || '美元'}(USD)\n`;
content += `- **会计准则**: ${data[0]?.accounting_standards || '美国会计准则'}\n`;
content += `- **更新时间**: ${new Date().toLocaleDateString('zh-CN')}\n`;
content += `- **数据条数**: ${data.length} 条财务指标数据\n`;
return {
content: [
{
type: "text",
text: content
}
]
};
}
// 按报告期分组数据
function groupByPeriod(data: UsIndicatorItem[]): { [period: string]: UsIndicatorItem[] } {
return data.reduce((groups, item) => {
const period = item.end_date;
if (!groups[period]) {
groups[period] = [];
}
groups[period].push(item);
return groups;
}, {} as { [period: string]: UsIndicatorItem[] });
}
// 格式化报告期显示
function formatPeriod(period: string): string {
if (!period || period.length !== 8) return period;
const year = period.substring(0, 4);
const month = period.substring(4, 6);
const day = period.substring(6, 8);
if (month === '12' && day === '31') {
return `${year}年年报`;
} else if (month === '06' && day === '30') {
return `${year}年中报`;
} else if (month === '09' && day === '30') {
return `${year}年三季报`;
} else if (month === '03' && day === '31') {
return `${year}年一季报`;
} else {
return `${year}-${month}-${day}`;
}
}
// 格式化日期显示
function formatDate(dateStr: string): string {
if (!dateStr || dateStr.length !== 8) return dateStr || 'N/A';
const year = dateStr.substring(0, 4);
const month = dateStr.substring(4, 6);
const day = dateStr.substring(6, 8);
return `${year}-${month}-${day}`;
}
// 格式化货币金额
function formatCurrency(value: number): string {
if (value === null || value === undefined) return 'N/A';
const absValue = Math.abs(value);
let formatted: string;
let unit: string;
if (absValue >= 1e12) {
formatted = (value / 1e12).toFixed(2);
unit = '万亿';
} else if (absValue >= 1e9) {
formatted = (value / 1e9).toFixed(2);
unit = '十亿';
} else if (absValue >= 1e6) {
formatted = (value / 1e6).toFixed(2);
unit = '百万';
} else if (absValue >= 1e3) {
formatted = (value / 1e3).toFixed(2);
unit = '千';
} else {
formatted = value.toFixed(2);
unit = '';
}
return `$${formatted}${unit}`;
}
// 格式化百分比
function formatPercentage(value: number): string {
if (value === null || value === undefined) return 'N/A';
return `${value.toFixed(2)}%`;
}
// 生成核心财务指标
function generateCoreMetrics(item: UsIndicatorItem): string {
let content = `### 💰 核心财务指标\n\n`;
content += `| 指标 | 数值 | 同比变化 |\n`;
content += `|------|------|----------|\n`;
if (item.operate_income) {
const yoyGrowth = item.operate_income_yoy ? formatPercentage(item.operate_income_yoy) : 'N/A';
content += `| **营业收入** | ${formatCurrency(item.operate_income)} | ${yoyGrowth} |\n`;
}
// 可能的其他核心指标
const coreFields = [
{ key: 'net_profit', name: '净利润', yoyKey: 'net_profit_yoy' },
{ key: 'total_assets', name: '总资产', yoyKey: 'total_assets_yoy' },
{ key: 'total_hldr_eqy_exc_min_int', name: '股东权益', yoyKey: 'equity_yoy' }
];
for (const field of coreFields) {
if (item[field.key]) {
const yoyGrowth = item[field.yoyKey] ? formatPercentage(item[field.yoyKey]) : 'N/A';
content += `| **${field.name}** | ${formatCurrency(item[field.key])} | ${yoyGrowth} |\n`;
}
}
return content + '\n';
}
// 生成盈利能力指标
function generateProfitabilityMetrics(item: UsIndicatorItem): string {
let content = `### 📈 盈利能力指标\n\n`;
content += `| 指标 | 数值 |\n`;
content += `|------|------|\n`;
const profitFields = [
{ key: 'roe', name: '净资产收益率(ROE)' },
{ key: 'roa', name: '总资产收益率(ROA)' },
{ key: 'gross_margin', name: '毛利率' },
{ key: 'netprofit_margin', name: '净利率' },
{ key: 'op_income_margin', name: '营业利润率' }
];
for (const field of profitFields) {
if (item[field.key] !== undefined && item[field.key] !== null) {
content += `| **${field.name}** | ${formatPercentage(item[field.key])} |\n`;
}
}
return content + '\n';
}
// 生成成长性指标
function generateGrowthMetrics(item: UsIndicatorItem): string {
let content = `### 🚀 成长性指标\n\n`;
content += `| 指标 | 数值 |\n`;
content += `|------|------|\n`;
const growthFields = [
{ key: 'operate_income_yoy', name: '营业收入同比增长' },
{ key: 'net_profit_yoy', name: '净利润同比增长' },
{ key: 'total_assets_yoy', name: '总资产同比增长' },
{ key: 'equity_yoy', name: '净资产同比增长' }
];
for (const field of growthFields) {
if (item[field.key] !== undefined && item[field.key] !== null) {
content += `| **${field.name}** | ${formatPercentage(item[field.key])} |\n`;
}
}
return content + '\n';
}
// 生成偿债能力指标
function generateSolvencyMetrics(item: UsIndicatorItem): string {
let content = `### 🏛️ 偿债能力指标\n\n`;
content += `| 指标 | 数值 |\n`;
content += `|------|------|\n`;
const solvencyFields = [
{ key: 'debt_to_assets', name: '资产负债率' },
{ key: 'assets_to_eqt', name: '权益乘数' },
{ key: 'current_ratio', name: '流动比率' },
{ key: 'quick_ratio', name: '速动比率' }
];
for (const field of solvencyFields) {
if (item[field.key] !== undefined && item[field.key] !== null) {
const value = field.key.includes('ratio') || field.key.includes('debt') ?
formatPercentage(item[field.key]) :
item[field.key].toFixed(2);
content += `| **${field.name}** | ${value} |\n`;
}
}
return content + '\n';
}
// 生成运营效率指标
function generateEfficiencyMetrics(item: UsIndicatorItem): string {
let content = `### ⚡ 运营效率指标\n\n`;
content += `| 指标 | 数值 |\n`;
content += `|------|------|\n`;
const efficiencyFields = [
{ key: 'inv_turn', name: '存货周转率' },
{ key: 'ar_turn', name: '应收账款周转率' },
{ key: 'assets_turn', name: '总资产周转率' },
{ key: 'ca_turn', name: '流动资产周转率' }
];
for (const field of efficiencyFields) {
if (item[field.key] !== undefined && item[field.key] !== null) {
content += `| **${field.name}** | ${item[field.key].toFixed(2)}次 |\n`;
}
}
return content + '\n';
}
// 生成市场表现指标
function generateMarketMetrics(item: UsIndicatorItem): string {
let content = `### 📊 市场表现指标\n\n`;
content += `| 指标 | 数值 |\n`;
content += `|------|------|\n`;
const marketFields = [
{ key: 'basic_eps', name: '每股基本收益', isCurrency: true },
{ key: 'diluted_eps', name: '每股稀释收益', isCurrency: true },
{ key: 'bps', name: '每股净资产', isCurrency: true },
{ key: 'undp', name: '每股未分配利润', isCurrency: true }
];
for (const field of marketFields) {
if (item[field.key] !== undefined && item[field.key] !== null) {
const value = field.isCurrency ?
`$${item[field.key].toFixed(4)}` :
item[field.key].toFixed(2);
content += `| **${field.name}** | ${value} |\n`;
}
}
return content + '\n';
}
// 生成多期对比分析
function generatePeriodComparison(groupedData: { [period: string]: UsIndicatorItem[] }): string {
const periods = Object.keys(groupedData).sort();
if (periods.length < 2) return '';
let comparison = `## 📊 多期对比分析\n\n`;
comparison += `| 财务指标 | ${periods.map(p => formatPeriod(p)).join(' | ')} | 变化趋势 |\n`;
comparison += `|---------|${periods.map(() => '----------').join('|')}|----------|\n`;
// 重要指标对比
const importantFields = [
{ key: 'operate_income', name: '营业收入', formatter: formatCurrency },
{ key: 'net_profit', name: '净利润', formatter: formatCurrency },
{ key: 'basic_eps', name: '每股基本收益', formatter: (v: number) => `$${v.toFixed(4)}` },
{ key: 'roe', name: '净资产收益率', formatter: formatPercentage },
{ key: 'roa', name: '总资产收益率', formatter: formatPercentage }
];
for (const field of importantFields) {
const values: (number | null)[] = [];
for (const period of periods) {
const item = groupedData[period][0];
values.push(item[field.key] || null);
}
// 计算趋势
const trend = calculateTrend(values);
const formattedValues = values.map(v => v !== null ? field.formatter(v) : 'N/A');
comparison += `| **${field.name}** | ${formattedValues.join(' | ')} | ${trend} |\n`;
}
return comparison + '\n';
}
// 计算趋势
function calculateTrend(values: (number | null)[]): string {
const validValues = values.filter(v => v !== null) as number[];
if (validValues.length < 2) return '📊 数据不足';
const first = validValues[0];
const last = validValues[validValues.length - 1];
if (last > first * 1.1) return '📈 上升';
if (last < first * 0.9) return '📉 下降';
return '➡️ 平稳';
}