posture reasons/evidence: ALL_ADMITTED_PLANS_STRONG_CAUTION, LOSS_DOMINANT_AND_BROAD_DETERIORATION_CONSTRAIN_POSTURE
cycle/reflexivity: ROTATION_TRANSITION（轮动过渡） / ROTATION_FEEDBACK（轮动反馈）
qualification: QUALIFIED_FULL（完整合格）; NO_ELIGIBLE_NARRATIVE（无符合条件的叙事）, CURRENT_SNAPSHOT_ONLY_NOT_HISTORICAL_PIT_SAFE（仅当前快照，非历史时点安全）
freshness: READY（已通过精确交易日新鲜度校验）
lineage: 新框架 Composer；仅精确交易日；无未来 T+1/未来 K 线；资金字段为注意力代理；详见审计附录
membership qualification: CURRENT_SNAPSHOT_ONLY; NOT_HISTORICAL_PIT_SAFE
concentration: DISPERSING（分散）; migration: NORMAL_MIGRATION（正常迁移）; leadership: BROAD_DETERIORATION（广度恶化）
Attention semantics: sector amount/turnover share is an attention proxy, not signed net inflow or signed fund flow.
Sector labels reuse canonical THS_INDUSTRY sector_name values carried by Composer; current catalogue context is not a historical PIT-safe membership claim.
concentrated now: 半导体 (881121) [lifecycle=WEAK_DECLINING; competition=LAGGARD_LOSING], 通信设备 (881129) [lifecycle=FADING; competition=MIDDLE_MIXED], 元件 (881270) [lifecycle=NEUTRAL_TRANSITION; competition=MIDDLE_MIXED], 消费电子 (881124) [lifecycle=NEUTRAL_TRANSITION; competition=MIDDLE_MIXED], 通用设备 (881117) [lifecycle=REPAIRING; competition=MIDDLE_MIXED]
apparent attention toward: 元件 (881270) [lifecycle=NEUTRAL_TRANSITION; competition=MIDDLE_MIXED], 化学制品 (881109) [lifecycle=EMERGING; competition=MIDDLE_MIXED], 软件开发 (881272) [lifecycle=REPAIRING; competition=MIDDLE_MIXED], IT服务 (881271) [lifecycle=REPAIRING; competition=MIDDLE_MIXED], 文化传媒 (881164) [lifecycle=NEUTRAL_TRANSITION; competition=LAGGARD_ATTRACTING]
apparent attention leaving: 半导体 (881121) [lifecycle=WEAK_DECLINING; competition=LAGGARD_LOSING], 证券 (881157) [lifecycle=ACCELERATING; competition=LEADER_ATTRACTING], 通信设备 (881129) [lifecycle=FADING; competition=MIDDLE_MIXED], 自动化设备 (881171) [lifecycle=WEAK_DECLINING; competition=LAGGARD_LOSING], 电力 (881145) [lifecycle=REPAIRING; competition=MIDDLE_MIXED]
lifecycle supports/contradicts flow: 化学制品 (881109) [lifecycle=EMERGING; competition=MIDDLE_MIXED], 软件开发 (881272) [lifecycle=REPAIRING; competition=MIDDLE_MIXED], IT服务 (881271) [lifecycle=REPAIRING; competition=MIDDLE_MIXED], 半导体 (881121) [lifecycle=WEAK_DECLINING; competition=LAGGARD_LOSING], 通信设备 (881129) [lifecycle=FADING; competition=MIDDLE_MIXED], 自动化设备 (881171) [lifecycle=WEAK_DECLINING; competition=LAGGARD_LOSING] / 元件 (881270) [lifecycle=NEUTRAL_TRANSITION; competition=MIDDLE_MIXED], 文化传媒 (881164) [lifecycle=NEUTRAL_TRANSITION; competition=LAGGARD_ATTRACTING], 证券 (881157) [lifecycle=ACCELERATING; competition=LEADER_ATTRACTING], 电力 (881145) [lifecycle=REPAIRING; competition=MIDDLE_MIXED]
reward behavior state: CHASE_PUNISHED（追涨受惩罚）
operational statement: Strong-day behavior is LOSS_DOMINANT; blind strength chasing has poor next-session realization.
strong-day feedback: LOSS_DOMINANT（亏损占优）; weak-day feedback: WEAK_MIXED（弱势混合）; structure: MIXED_FEEDBACK（反馈混合）
evidence: cycle_reflexivity_state_daily.strong_feedback_state=LOSS_DOMINANT, emotion_reward_loss_state_daily.strong_feedback_state=LOSS_DOMINANT, emotion_reward_loss_state_daily.weak_feedback_state=WEAK_MIXED, emotion_reward_loss_state_daily.feedback_structure=MIXED_FEEDBACK
active conditional families: MAINLINE_DIVERGENCE_PULLBACK（主线背离回踩）, REPAIR_REVERSAL（修复反转）, ROTATION_EARLY_EMERGENCE（轮动早期涌现）
admitted plans across active families: 186
status semantics: 状态说明：WAIT_CONFIRMATION（等待确认）＝不可操作；STRONG_CAUTION（强警戒）＝风险未解除；CONDITIONAL（条件成立）不等于可执行。
overall plan statuses: NONE_REPORTED; overall Challenger statuses: NONE_REPORTED
Router status: CONDITIONAL（条件成立）
family qualification / why active: Router=CONDITIONAL（条件成立）; open Router confirmation=NONE_REPORTED; active guardrails=LOSS_DOMINANT_REQUIRES_REPAIR_CONFIRMATION; Challenger statuses=BLOCKED（已阻断）=455, STRONG_CAUTION（强警戒）=9.
compact counts: candidates=464 (CONDITIONAL（条件成立）=9, INELIGIBLE（不具备条件）=455); plans=464 (REJECTED（已拒绝）=455, WAIT_CONFIRMATION（等待确认）=9); reviews=464 (BLOCKED（已阻断）=455, STRONG_CAUTION（强警戒）=9); admitted candidate/plans=9 / 9
confirmation still required (family-shared; 5): PULLBACK_STABILIZES（回踩企稳）, REENTRY_OR_DIVERGENCE_REPAIR_CONFIRMED（重新进入或背离修复已确认）, STRUCTURAL_LEADER_PERSISTS（结构龙头保持）, ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION（路由条件仍需确认）, UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN（上游候选条件仍开放）
setup invalidation (family-shared; 12): Continued structural damage invalidates the pullback thesis, Failure of prior leader persistence invalidates the setup, STRUCTURAL_LEADER_PERSISTENCE_FAILS, DIVERGENCE_REPAIR_IS_NOT_CONFIRMED, MARKET_ENTERS_CONTRACTION; +7 more; see raw audit
Challenger concern (family-shared; 20): UPSTREAM_REJECTED_PRESERVED, UPSTREAM_HARD_BLOCKERS_PRESERVED, UPSTREAM_CANDIDATE_INELIGIBLE_PRESERVED, CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE, UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN; +15 more; see raw audit
representatives: 3; evidence is shared where identical; raw evidence is available below.
| symbol | sector | role | candidate | plan | Challenger | confirmation | invalidation | risk concern |
|---|---|---|---|---|---|---|---|---|
| 000691.SZ / 亚太实业 | 化学原料 | DIVERGENCE_PULLBACK（背离回踩） | CONDITIONAL（条件成立） | WAIT_CONFIRMATION（等待确认） | STRONG_CAUTION（强警戒） | confirmation=family-shared (5); see family evidence | invalidation=family-shared (12); see family evidence | risk concern=family-shared (13); see family evidence |
| 000975.SZ / 山金国际 | 贵金属 | DIVERGENCE_PULLBACK（背离回踩） | CONDITIONAL（条件成立） | WAIT_CONFIRMATION（等待确认） | STRONG_CAUTION（强警戒） | confirmation=family-shared (5); see family evidence | invalidation=family-shared (12); see family evidence | risk concern=family-shared (13); see family evidence; candidate-specific (1): DIVERGENCE_SECTOR_FADING_ACCELERATES_PULLBACK_RISK |
| 300697.SZ / 电工合金 | 工业金属 | DIVERGENCE_PULLBACK（背离回踩） | CONDITIONAL（条件成立） | WAIT_CONFIRMATION（等待确认） | STRONG_CAUTION（强警戒） | confirmation=family-shared (5); see family evidence | invalidation=family-shared (12); see family evidence | risk concern=family-shared (13); see family evidence |
{'strategy_id': 'MAINLINE_DIVERGENCE_PULLBACK',
'strategy_family': 'MAINLINE_DIVERGENCE_PULLBACK',
'router_status': 'CONDITIONAL',
'router_required_condition_flags': ['INPUT_CYCLE_EXACT_DATE_AVAILABLE',
'INPUT_LIFECYCLE_EXACT_DATE_AVAILABLE',
'CYCLE_QUALIFICATION_FULL',
'LIFECYCLE_QUALIFICATION_FULL',
'STRUCTURAL_LEADER_ROLE_PRESENT',
'MARKET_IS_NOT_CLEAN_CONTRACTION',
'DIVERGENCE_OR_MARGINAL_REWARD_LOSS_PRESENT',
'NO_BLIND_STRENGTH_CHASE'],
'router_missing_condition_flags': [],
'router_disqualifier_flags': ['LOSS_DOMINANT_REQUIRES_REPAIR_CONFIRMATION'],
'candidate_count': 464,
'candidate_status_counts': [{'status': 'CONDITIONAL', 'count': 9},
{'status': 'INELIGIBLE', 'count': 455}],
'plan_count': 464,
'plan_status_counts': [{'status': 'REJECTED', 'count': 455},
{'status': 'WAIT_CONFIRMATION', 'count': 9}],
'review_count': 464,
'challenge_status_counts': [{'status': 'BLOCKED', 'count': 455},
{'status': 'STRONG_CAUTION', 'count': 9}],
'admitted_candidate_count': 9,
'admitted_plan_count': 9,
'required_confirmation': ['PULLBACK_STABILIZES',
'REENTRY_OR_DIVERGENCE_REPAIR_CONFIRMED',
'STRUCTURAL_LEADER_PERSISTS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Continued structural damage invalidates the '
'pullback thesis.',
'Failure of prior leader persistence invalidates '
'the setup.',
'Router break condition: '
'STRUCTURAL_LEADER_PERSISTENCE_FAILS.',
'Router break condition: '
'DIVERGENCE_REPAIR_IS_NOT_CONFIRMED.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate disqualification evidence: '
'LOSS_DOMINANT_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_REJECTED_PRESERVED',
'UPSTREAM_HARD_BLOCKERS_PRESERVED',
'UPSTREAM_CANDIDATE_INELIGIBLE_PRESERVED',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'DIVERGENCE_PRIOR_LEADER_PERSISTENCE_UNCONFIRMED',
'DIVERGENCE_ROTATION_CONTEXT_REQUIRES_REPAIR_CONFIRMATION',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'CANDIDATE_INELIGIBLE',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE',
'ST_RISK_STATUS_NOT_ELIGIBLE',
'DIVERGENCE_SECTOR_FADING_ACCELERATES_PULLBACK_RISK',
'NOT_TRADING_OR_UNKNOWN',
'UPSTREAM_CONFIRMATION_REMAINS_OPEN'],
'representative_objects': [{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'MAINLINE_DIVERGENCE_PULLBACK',
'strategy_family': 'MAINLINE_DIVERGENCE_PULLBACK',
'symbol': '000691.SZ',
'name': '亚太实业',
'sector_code': '881108',
'sector_name': '化学原料',
'candidate_role': 'DIVERGENCE_PULLBACK',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['PULLBACK_STABILIZES',
'REENTRY_OR_DIVERGENCE_REPAIR_CONFIRMED',
'STRUCTURAL_LEADER_PERSISTS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Continued structural '
'damage invalidates '
'the pullback thesis.',
'Failure of prior '
'leader persistence '
'invalidates the '
'setup.',
'Router break '
'condition: '
'STRUCTURAL_LEADER_PERSISTENCE_FAILS.',
'Router break '
'condition: '
'DIVERGENCE_REPAIR_IS_NOT_CONFIRMED.',
'Router break '
'condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break '
'condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate '
'disqualification '
'evidence: '
'LOSS_DOMINANT_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate '
'disqualification '
'evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate '
'disqualification '
'evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate '
'disqualification '
'evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'DIVERGENCE_PRIOR_LEADER_PERSISTENCE_UNCONFIRMED',
'DIVERGENCE_ROTATION_CONTEXT_REQUIRES_REPAIR_CONFIRMATION',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000691.SZ',
'plan:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000691.SZ',
'risk_challenger:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000691.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)},
{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'MAINLINE_DIVERGENCE_PULLBACK',
'strategy_family': 'MAINLINE_DIVERGENCE_PULLBACK',
'symbol': '000975.SZ',
'name': '山金国际',
'sector_code': '881169',
'sector_name': '贵金属',
'candidate_role': 'DIVERGENCE_PULLBACK',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['PULLBACK_STABILIZES',
'REENTRY_OR_DIVERGENCE_REPAIR_CONFIRMED',
'STRUCTURAL_LEADER_PERSISTS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Continued structural '
'damage invalidates '
'the pullback thesis.',
'Failure of prior '
'leader persistence '
'invalidates the '
'setup.',
'Router break '
'condition: '
'STRUCTURAL_LEADER_PERSISTENCE_FAILS.',
'Router break '
'condition: '
'DIVERGENCE_REPAIR_IS_NOT_CONFIRMED.',
'Router break '
'condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break '
'condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate '
'disqualification '
'evidence: '
'LOSS_DOMINANT_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate '
'disqualification '
'evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate '
'disqualification '
'evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate '
'disqualification '
'evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'DIVERGENCE_PRIOR_LEADER_PERSISTENCE_UNCONFIRMED',
'DIVERGENCE_ROTATION_CONTEXT_REQUIRES_REPAIR_CONFIRMATION',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'DIVERGENCE_SECTOR_FADING_ACCELERATES_PULLBACK_RISK',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000975.SZ',
'plan:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000975.SZ',
'risk_challenger:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000975.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)},
{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'MAINLINE_DIVERGENCE_PULLBACK',
'strategy_family': 'MAINLINE_DIVERGENCE_PULLBACK',
'symbol': '300697.SZ',
'name': '电工合金',
'sector_code': '881168',
'sector_name': '工业金属',
'candidate_role': 'DIVERGENCE_PULLBACK',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['PULLBACK_STABILIZES',
'REENTRY_OR_DIVERGENCE_REPAIR_CONFIRMED',
'STRUCTURAL_LEADER_PERSISTS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Continued structural '
'damage invalidates '
'the pullback thesis.',
'Failure of prior '
'leader persistence '
'invalidates the '
'setup.',
'Router break '
'condition: '
'STRUCTURAL_LEADER_PERSISTENCE_FAILS.',
'Router break '
'condition: '
'DIVERGENCE_REPAIR_IS_NOT_CONFIRMED.',
'Router break '
'condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break '
'condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate '
'disqualification '
'evidence: '
'LOSS_DOMINANT_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate '
'disqualification '
'evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate '
'disqualification '
'evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate '
'disqualification '
'evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'DIVERGENCE_PRIOR_LEADER_PERSISTENCE_UNCONFIRMED',
'DIVERGENCE_ROTATION_CONTEXT_REQUIRES_REPAIR_CONFIRMATION',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|300697.SZ',
'plan:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|300697.SZ',
'risk_challenger:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|300697.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}],
'strategy_lineage': ['strategy_router_daily',
'data_version=strategy_router_daily.v1',
'builder_version=P2-04A-strategy-router-v1',
'trade_strategist_plan_daily',
'data_version=trade_strategist_plan_daily.v1',
'builder_version=P2-05A-trade-strategist-v1',
'candidate_data_version=strategy_candidate_daily.v1',
'router_data_version=strategy_router_daily.v1',
'cycle_data_version=cycle_reflexivity_state_daily.v1',
'emotion_data_version=emotion_reward_loss_state_daily.v1',
'market_capital_data_version=market_capital_competition_state_daily.v1',
'lifecycle_data_version=sector_lifecycle_state_daily.v1',
'exact_trade_date_context_only; no forward/backward fill',
'risk_challenger_review_daily',
'data_version=risk_challenger_review_daily.v1',
'builder_version=P2-05B-risk-challenger-v1',
'risk_challenger_exact_date_context_only; no '
'forward/backward fill',
'risk_challenger_builder=P2-05B-risk-challenger-v1',
'cycle_reflexivity_state_daily=EXACT_DATE_CONSUMED',
'emotion_reward_loss_state_daily=EXACT_DATE_CONSUMED',
'market_capital_competition_state_daily=EXACT_DATE_CONSUMED',
'sector_lifecycle_state_daily=EXACT_DATE_CONSUMED']}{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'MAINLINE_DIVERGENCE_PULLBACK',
'strategy_family': 'MAINLINE_DIVERGENCE_PULLBACK',
'symbol': '000691.SZ',
'name': '亚太实业',
'sector_code': '881108',
'sector_name': '化学原料',
'candidate_role': 'DIVERGENCE_PULLBACK',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['PULLBACK_STABILIZES',
'REENTRY_OR_DIVERGENCE_REPAIR_CONFIRMED',
'STRUCTURAL_LEADER_PERSISTS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Continued structural damage invalidates the '
'pullback thesis.',
'Failure of prior leader persistence invalidates '
'the setup.',
'Router break condition: '
'STRUCTURAL_LEADER_PERSISTENCE_FAILS.',
'Router break condition: '
'DIVERGENCE_REPAIR_IS_NOT_CONFIRMED.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate disqualification evidence: '
'LOSS_DOMINANT_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'DIVERGENCE_PRIOR_LEADER_PERSISTENCE_UNCONFIRMED',
'DIVERGENCE_ROTATION_CONTEXT_REQUIRES_REPAIR_CONFIRMATION',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000691.SZ',
'plan:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000691.SZ',
'risk_challenger:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000691.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'MAINLINE_DIVERGENCE_PULLBACK',
'strategy_family': 'MAINLINE_DIVERGENCE_PULLBACK',
'symbol': '000975.SZ',
'name': '山金国际',
'sector_code': '881169',
'sector_name': '贵金属',
'candidate_role': 'DIVERGENCE_PULLBACK',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['PULLBACK_STABILIZES',
'REENTRY_OR_DIVERGENCE_REPAIR_CONFIRMED',
'STRUCTURAL_LEADER_PERSISTS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Continued structural damage invalidates the '
'pullback thesis.',
'Failure of prior leader persistence invalidates '
'the setup.',
'Router break condition: '
'STRUCTURAL_LEADER_PERSISTENCE_FAILS.',
'Router break condition: '
'DIVERGENCE_REPAIR_IS_NOT_CONFIRMED.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate disqualification evidence: '
'LOSS_DOMINANT_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'DIVERGENCE_PRIOR_LEADER_PERSISTENCE_UNCONFIRMED',
'DIVERGENCE_ROTATION_CONTEXT_REQUIRES_REPAIR_CONFIRMATION',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'DIVERGENCE_SECTOR_FADING_ACCELERATES_PULLBACK_RISK',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000975.SZ',
'plan:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000975.SZ',
'risk_challenger:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|000975.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'MAINLINE_DIVERGENCE_PULLBACK',
'strategy_family': 'MAINLINE_DIVERGENCE_PULLBACK',
'symbol': '300697.SZ',
'name': '电工合金',
'sector_code': '881168',
'sector_name': '工业金属',
'candidate_role': 'DIVERGENCE_PULLBACK',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['PULLBACK_STABILIZES',
'REENTRY_OR_DIVERGENCE_REPAIR_CONFIRMED',
'STRUCTURAL_LEADER_PERSISTS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Continued structural damage invalidates the '
'pullback thesis.',
'Failure of prior leader persistence invalidates '
'the setup.',
'Router break condition: '
'STRUCTURAL_LEADER_PERSISTENCE_FAILS.',
'Router break condition: '
'DIVERGENCE_REPAIR_IS_NOT_CONFIRMED.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate disqualification evidence: '
'LOSS_DOMINANT_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'DIVERGENCE_PRIOR_LEADER_PERSISTENCE_UNCONFIRMED',
'DIVERGENCE_ROTATION_CONTEXT_REQUIRES_REPAIR_CONFIRMATION',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|300697.SZ',
'plan:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|300697.SZ',
'risk_challenger:2026-08-28|2026-08-31|MAINLINE_DIVERGENCE_PULLBACK|300697.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}Router status: CONDITIONAL（条件成立）
family qualification / why active: Router=CONDITIONAL（条件成立）; open Router confirmation=CYCLE_IS_RECOVERY_OR_REPAIR_FEEDBACK（周期处于恢复或修复反馈）, REPAIR_SIDE_IS_NOT_BELOW_DETERIORATION_SIDE（修复侧不弱于恶化侧）; active guardrails=BROAD_DETERIORATION_REQUIRES_REPAIR_CONFIRMATION; Challenger statuses=BLOCKED（已阻断）=1044, STRONG_CAUTION（强警戒）=12.
compact counts: candidates=1056 (CONDITIONAL（条件成立）=12, INELIGIBLE（不具备条件）=1044); plans=1056 (REJECTED（已拒绝）=1044, WAIT_CONFIRMATION（等待确认）=12); reviews=1056 (BLOCKED（已阻断）=1044, STRONG_CAUTION（强警戒）=12); admitted candidate/plans=12 / 12
confirmation still required (family-shared; 7): REPAIR_CONFIRMED（修复已确认）, REPAIR_PARTICIPATION_CONFIRMED（修复参与度已确认）, RECLAIMED_STRUCTURE_HOLDS（收复结构保持）, ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION（路由条件仍需确认）, UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN（上游候选条件仍开放）; +2 more; see raw audit
setup invalidation (family-shared; 12): Renewed breakdown invalidates the repair thesis, Loss of repair breadth or participation invalidates the setup context, REPAIR_SIDE_LOSES_BREADTH, WEAK_REPAIR_SIGNAL_DISAPPEARS, MARKET_ENTERS_CONTRACTION; +7 more; see raw audit
Challenger concern (family-shared; 19): UPSTREAM_REJECTED_PRESERVED, UPSTREAM_HARD_BLOCKERS_PRESERVED, UPSTREAM_CANDIDATE_INELIGIBLE_PRESERVED, CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE, UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN; +14 more; see raw audit
representatives: 3; evidence is shared where identical; raw evidence is available below.
| symbol | sector | role | candidate | plan | Challenger | confirmation | invalidation | risk concern |
|---|---|---|---|---|---|---|---|---|
| 000338.SZ / 潍柴动力 | 汽车零部件 | REPAIR_CORE（修复核心） | CONDITIONAL（条件成立） | WAIT_CONFIRMATION（等待确认） | STRONG_CAUTION（强警戒） | confirmation=family-shared (7); see family evidence | invalidation=family-shared (12); see family evidence | risk concern=family-shared (13); see family evidence |
| 002488.SZ / 金固股份 | 汽车零部件 | REPAIR_CORE（修复核心） | CONDITIONAL（条件成立） | WAIT_CONFIRMATION（等待确认） | STRONG_CAUTION（强警戒） | confirmation=family-shared (7); see family evidence | invalidation=family-shared (12); see family evidence | risk concern=family-shared (13); see family evidence |
| 300036.SZ / 超图软件 | 软件开发 | REPAIR_CORE（修复核心） | CONDITIONAL（条件成立） | WAIT_CONFIRMATION（等待确认） | STRONG_CAUTION（强警戒） | confirmation=family-shared (7); see family evidence | invalidation=family-shared (12); see family evidence | risk concern=family-shared (13); see family evidence |
{'strategy_id': 'REPAIR_REVERSAL',
'strategy_family': 'REPAIR_REVERSAL',
'router_status': 'CONDITIONAL',
'router_required_condition_flags': ['INPUT_CYCLE_EXACT_DATE_AVAILABLE',
'INPUT_LIFECYCLE_EXACT_DATE_AVAILABLE',
'CYCLE_QUALIFICATION_FULL',
'LIFECYCLE_QUALIFICATION_FULL',
'CYCLE_IS_RECOVERY_OR_REPAIR_FEEDBACK',
'REPAIRING_OR_EMERGING_ROLE_PRESENT',
'REPAIR_SIDE_IS_NOT_BELOW_DETERIORATION_SIDE',
'MARKET_IS_NOT_CLEAN_CONTRACTION'],
'router_missing_condition_flags': ['CYCLE_IS_RECOVERY_OR_REPAIR_FEEDBACK',
'REPAIR_SIDE_IS_NOT_BELOW_DETERIORATION_SIDE'],
'router_disqualifier_flags': ['BROAD_DETERIORATION_REQUIRES_REPAIR_CONFIRMATION'],
'candidate_count': 1056,
'candidate_status_counts': [{'status': 'CONDITIONAL', 'count': 12},
{'status': 'INELIGIBLE', 'count': 1044}],
'plan_count': 1056,
'plan_status_counts': [{'status': 'REJECTED', 'count': 1044},
{'status': 'WAIT_CONFIRMATION', 'count': 12}],
'review_count': 1056,
'challenge_status_counts': [{'status': 'BLOCKED', 'count': 1044},
{'status': 'STRONG_CAUTION', 'count': 12}],
'admitted_candidate_count': 12,
'admitted_plan_count': 12,
'required_confirmation': ['REPAIR_CONFIRMED',
'REPAIR_PARTICIPATION_CONFIRMED',
'RECLAIMED_STRUCTURE_HOLDS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN',
'CYCLE_IS_RECOVERY_OR_REPAIR_FEEDBACK',
'REPAIR_SIDE_IS_NOT_BELOW_DETERIORATION_SIDE'],
'invalidation_conditions': ['Renewed breakdown invalidates the repair thesis.',
'Loss of repair breadth or participation '
'invalidates the setup context.',
'Router break condition: '
'REPAIR_SIDE_LOSES_BREADTH.',
'Router break condition: '
'WEAK_REPAIR_SIGNAL_DISAPPEARS.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate disqualification evidence: '
'BROAD_DETERIORATION_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_REJECTED_PRESERVED',
'UPSTREAM_HARD_BLOCKERS_PRESERVED',
'UPSTREAM_CANDIDATE_INELIGIBLE_PRESERVED',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'REPAIR_BROAD_DETERIORATION_CAN_OVERRUN_REPAIR',
'REPAIR_PARTICIPATION_NOT_CONFIRMED',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'CANDIDATE_INELIGIBLE',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE',
'UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'ST_RISK_STATUS_NOT_ELIGIBLE',
'NOT_TRADING_OR_UNKNOWN'],
'representative_objects': [{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'REPAIR_REVERSAL',
'strategy_family': 'REPAIR_REVERSAL',
'symbol': '000338.SZ',
'name': '潍柴动力',
'sector_code': '881126',
'sector_name': '汽车零部件',
'candidate_role': 'REPAIR_CORE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['REPAIR_CONFIRMED',
'REPAIR_PARTICIPATION_CONFIRMED',
'RECLAIMED_STRUCTURE_HOLDS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN',
'CYCLE_IS_RECOVERY_OR_REPAIR_FEEDBACK',
'REPAIR_SIDE_IS_NOT_BELOW_DETERIORATION_SIDE'],
'invalidation_conditions': ['Renewed breakdown '
'invalidates the '
'repair thesis.',
'Loss of repair '
'breadth or '
'participation '
'invalidates the '
'setup context.',
'Router break '
'condition: '
'REPAIR_SIDE_LOSES_BREADTH.',
'Router break '
'condition: '
'WEAK_REPAIR_SIGNAL_DISAPPEARS.',
'Router break '
'condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break '
'condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate '
'disqualification '
'evidence: '
'BROAD_DETERIORATION_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate '
'disqualification '
'evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate '
'disqualification '
'evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate '
'disqualification '
'evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'REPAIR_BROAD_DETERIORATION_CAN_OVERRUN_REPAIR',
'REPAIR_PARTICIPATION_NOT_CONFIRMED',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|REPAIR_REVERSAL|000338.SZ',
'plan:2026-08-28|2026-08-31|REPAIR_REVERSAL|000338.SZ',
'risk_challenger:2026-08-28|2026-08-31|REPAIR_REVERSAL|000338.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)},
{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'REPAIR_REVERSAL',
'strategy_family': 'REPAIR_REVERSAL',
'symbol': '002488.SZ',
'name': '金固股份',
'sector_code': '881126',
'sector_name': '汽车零部件',
'candidate_role': 'REPAIR_CORE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['REPAIR_CONFIRMED',
'REPAIR_PARTICIPATION_CONFIRMED',
'RECLAIMED_STRUCTURE_HOLDS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN',
'CYCLE_IS_RECOVERY_OR_REPAIR_FEEDBACK',
'REPAIR_SIDE_IS_NOT_BELOW_DETERIORATION_SIDE'],
'invalidation_conditions': ['Renewed breakdown '
'invalidates the '
'repair thesis.',
'Loss of repair '
'breadth or '
'participation '
'invalidates the '
'setup context.',
'Router break '
'condition: '
'REPAIR_SIDE_LOSES_BREADTH.',
'Router break '
'condition: '
'WEAK_REPAIR_SIGNAL_DISAPPEARS.',
'Router break '
'condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break '
'condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate '
'disqualification '
'evidence: '
'BROAD_DETERIORATION_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate '
'disqualification '
'evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate '
'disqualification '
'evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate '
'disqualification '
'evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'REPAIR_BROAD_DETERIORATION_CAN_OVERRUN_REPAIR',
'REPAIR_PARTICIPATION_NOT_CONFIRMED',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|REPAIR_REVERSAL|002488.SZ',
'plan:2026-08-28|2026-08-31|REPAIR_REVERSAL|002488.SZ',
'risk_challenger:2026-08-28|2026-08-31|REPAIR_REVERSAL|002488.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)},
{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'REPAIR_REVERSAL',
'strategy_family': 'REPAIR_REVERSAL',
'symbol': '300036.SZ',
'name': '超图软件',
'sector_code': '881272',
'sector_name': '软件开发',
'candidate_role': 'REPAIR_CORE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['REPAIR_CONFIRMED',
'REPAIR_PARTICIPATION_CONFIRMED',
'RECLAIMED_STRUCTURE_HOLDS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN',
'CYCLE_IS_RECOVERY_OR_REPAIR_FEEDBACK',
'REPAIR_SIDE_IS_NOT_BELOW_DETERIORATION_SIDE'],
'invalidation_conditions': ['Renewed breakdown '
'invalidates the '
'repair thesis.',
'Loss of repair '
'breadth or '
'participation '
'invalidates the '
'setup context.',
'Router break '
'condition: '
'REPAIR_SIDE_LOSES_BREADTH.',
'Router break '
'condition: '
'WEAK_REPAIR_SIGNAL_DISAPPEARS.',
'Router break '
'condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break '
'condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate '
'disqualification '
'evidence: '
'BROAD_DETERIORATION_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate '
'disqualification '
'evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate '
'disqualification '
'evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate '
'disqualification '
'evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'REPAIR_BROAD_DETERIORATION_CAN_OVERRUN_REPAIR',
'REPAIR_PARTICIPATION_NOT_CONFIRMED',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|REPAIR_REVERSAL|300036.SZ',
'plan:2026-08-28|2026-08-31|REPAIR_REVERSAL|300036.SZ',
'risk_challenger:2026-08-28|2026-08-31|REPAIR_REVERSAL|300036.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}],
'strategy_lineage': ['strategy_router_daily',
'data_version=strategy_router_daily.v1',
'builder_version=P2-04A-strategy-router-v1',
'trade_strategist_plan_daily',
'data_version=trade_strategist_plan_daily.v1',
'builder_version=P2-05A-trade-strategist-v1',
'candidate_data_version=strategy_candidate_daily.v1',
'router_data_version=strategy_router_daily.v1',
'cycle_data_version=cycle_reflexivity_state_daily.v1',
'emotion_data_version=emotion_reward_loss_state_daily.v1',
'market_capital_data_version=market_capital_competition_state_daily.v1',
'lifecycle_data_version=sector_lifecycle_state_daily.v1',
'exact_trade_date_context_only; no forward/backward fill',
'risk_challenger_review_daily',
'data_version=risk_challenger_review_daily.v1',
'builder_version=P2-05B-risk-challenger-v1',
'risk_challenger_exact_date_context_only; no '
'forward/backward fill',
'risk_challenger_builder=P2-05B-risk-challenger-v1',
'cycle_reflexivity_state_daily=EXACT_DATE_CONSUMED',
'emotion_reward_loss_state_daily=EXACT_DATE_CONSUMED',
'market_capital_competition_state_daily=EXACT_DATE_CONSUMED',
'sector_lifecycle_state_daily=EXACT_DATE_CONSUMED']}{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'REPAIR_REVERSAL',
'strategy_family': 'REPAIR_REVERSAL',
'symbol': '000338.SZ',
'name': '潍柴动力',
'sector_code': '881126',
'sector_name': '汽车零部件',
'candidate_role': 'REPAIR_CORE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['REPAIR_CONFIRMED',
'REPAIR_PARTICIPATION_CONFIRMED',
'RECLAIMED_STRUCTURE_HOLDS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN',
'CYCLE_IS_RECOVERY_OR_REPAIR_FEEDBACK',
'REPAIR_SIDE_IS_NOT_BELOW_DETERIORATION_SIDE'],
'invalidation_conditions': ['Renewed breakdown invalidates the repair thesis.',
'Loss of repair breadth or participation '
'invalidates the setup context.',
'Router break condition: '
'REPAIR_SIDE_LOSES_BREADTH.',
'Router break condition: '
'WEAK_REPAIR_SIGNAL_DISAPPEARS.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate disqualification evidence: '
'BROAD_DETERIORATION_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'REPAIR_BROAD_DETERIORATION_CAN_OVERRUN_REPAIR',
'REPAIR_PARTICIPATION_NOT_CONFIRMED',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|REPAIR_REVERSAL|000338.SZ',
'plan:2026-08-28|2026-08-31|REPAIR_REVERSAL|000338.SZ',
'risk_challenger:2026-08-28|2026-08-31|REPAIR_REVERSAL|000338.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'REPAIR_REVERSAL',
'strategy_family': 'REPAIR_REVERSAL',
'symbol': '002488.SZ',
'name': '金固股份',
'sector_code': '881126',
'sector_name': '汽车零部件',
'candidate_role': 'REPAIR_CORE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['REPAIR_CONFIRMED',
'REPAIR_PARTICIPATION_CONFIRMED',
'RECLAIMED_STRUCTURE_HOLDS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN',
'CYCLE_IS_RECOVERY_OR_REPAIR_FEEDBACK',
'REPAIR_SIDE_IS_NOT_BELOW_DETERIORATION_SIDE'],
'invalidation_conditions': ['Renewed breakdown invalidates the repair thesis.',
'Loss of repair breadth or participation '
'invalidates the setup context.',
'Router break condition: '
'REPAIR_SIDE_LOSES_BREADTH.',
'Router break condition: '
'WEAK_REPAIR_SIGNAL_DISAPPEARS.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate disqualification evidence: '
'BROAD_DETERIORATION_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'REPAIR_BROAD_DETERIORATION_CAN_OVERRUN_REPAIR',
'REPAIR_PARTICIPATION_NOT_CONFIRMED',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|REPAIR_REVERSAL|002488.SZ',
'plan:2026-08-28|2026-08-31|REPAIR_REVERSAL|002488.SZ',
'risk_challenger:2026-08-28|2026-08-31|REPAIR_REVERSAL|002488.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'REPAIR_REVERSAL',
'strategy_family': 'REPAIR_REVERSAL',
'symbol': '300036.SZ',
'name': '超图软件',
'sector_code': '881272',
'sector_name': '软件开发',
'candidate_role': 'REPAIR_CORE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['REPAIR_CONFIRMED',
'REPAIR_PARTICIPATION_CONFIRMED',
'RECLAIMED_STRUCTURE_HOLDS',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN',
'CYCLE_IS_RECOVERY_OR_REPAIR_FEEDBACK',
'REPAIR_SIDE_IS_NOT_BELOW_DETERIORATION_SIDE'],
'invalidation_conditions': ['Renewed breakdown invalidates the repair thesis.',
'Loss of repair breadth or participation '
'invalidates the setup context.',
'Router break condition: '
'REPAIR_SIDE_LOSES_BREADTH.',
'Router break condition: '
'WEAK_REPAIR_SIGNAL_DISAPPEARS.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Router break condition: '
'T1_REALIZATION_RISK_IS_UNACCEPTABLE.',
'Candidate disqualification evidence: '
'BROAD_DETERIORATION_REQUIRES_REPAIR_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'REPAIR_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'REPAIR_BROAD_DETERIORATION_CAN_OVERRUN_REPAIR',
'REPAIR_PARTICIPATION_NOT_CONFIRMED',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|REPAIR_REVERSAL|300036.SZ',
'plan:2026-08-28|2026-08-31|REPAIR_REVERSAL|300036.SZ',
'risk_challenger:2026-08-28|2026-08-31|REPAIR_REVERSAL|300036.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}Router status: CONDITIONAL（条件成立）
family qualification / why active: Router=CONDITIONAL（条件成立）; open Router confirmation=NONE_REPORTED; active guardrails=LOSS_DOMINANT_REQUIRES_NARROW_EMERGENCE_CONFIRMATION, BROAD_DETERIORATION_REQUIRES_EMERGENCE_CONFIRMATION; Challenger statuses=BLOCKED（已阻断）=530, STRONG_CAUTION（强警戒）=165.
compact counts: candidates=695 (CONDITIONAL（条件成立）=165, INELIGIBLE（不具备条件）=530); plans=695 (REJECTED（已拒绝）=530, WAIT_CONFIRMATION（等待确认）=165); reviews=695 (BLOCKED（已阻断）=530, STRONG_CAUTION（强警戒）=165); admitted candidate/plans=165 / 165
confirmation still required (family-shared; 5): FRESH_SECTOR_EMERGENCE_HOLDS（新兴板块强度保持）, PARTICIPATION_CONFIRMS_WITHOUT_CROWDED_CHASE（参与度确认且非拥挤追涨）, ROTATION_CONTEXT_REMAINS_VALID（轮动背景仍有效）, ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION（路由条件仍需确认）, UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN（上游候选条件仍开放）
setup invalidation (family-shared; 13): Failed emergence or sector reversal invalidates the setup, Loss of the rotation context invalidates the early-emergence thesis, LIFECYCLE_TRANSITION_RATE_NORMALIZES, EMERGING_ROLE_DISAPPEARS, CHASE_PRESSURE_REAPPEARS; +8 more; see raw audit
Challenger concern (family-shared; 19): UPSTREAM_REJECTED_PRESERVED, UPSTREAM_HARD_BLOCKERS_PRESERVED, UPSTREAM_CANDIDATE_INELIGIBLE_PRESERVED, CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE, UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN; +14 more; see raw audit
representatives: 3; evidence is shared where identical; raw evidence is available below.
| symbol | sector | role | candidate | plan | Challenger | confirmation | invalidation | risk concern |
|---|---|---|---|---|---|---|---|---|
| 000012.SZ / 南 玻Ａ | 建筑材料 | EARLY_EMERGENCE（早期涌现） | CONDITIONAL（条件成立） | WAIT_CONFIRMATION（等待确认） | STRONG_CAUTION（强警戒） | confirmation=family-shared (5); see family evidence | invalidation=family-shared (13); see family evidence | risk concern=family-shared (13); see family evidence |
| 000035.SZ / 中国天楹 | 环境治理 | EARLY_EMERGENCE（早期涌现） | CONDITIONAL（条件成立） | WAIT_CONFIRMATION（等待确认） | STRONG_CAUTION（强警戒） | confirmation=family-shared (5); see family evidence | invalidation=family-shared (13); see family evidence | risk concern=family-shared (13); see family evidence |
| 000417.SZ / 合百集团 | 零售 | EARLY_EMERGENCE（早期涌现） | CONDITIONAL（条件成立） | WAIT_CONFIRMATION（等待确认） | STRONG_CAUTION（强警戒） | confirmation=family-shared (5); see family evidence | invalidation=family-shared (13); see family evidence | risk concern=family-shared (13); see family evidence |
{'strategy_id': 'ROTATION_EARLY_EMERGENCE',
'strategy_family': 'ROTATION_EARLY_EMERGENCE',
'router_status': 'CONDITIONAL',
'router_required_condition_flags': ['INPUT_CYCLE_EXACT_DATE_AVAILABLE',
'INPUT_LIFECYCLE_EXACT_DATE_AVAILABLE',
'CYCLE_QUALIFICATION_FULL',
'LIFECYCLE_QUALIFICATION_FULL',
'ROTATION_REGIME_PRESENT',
'ROTATION_TRANSITION_SIGNAL_CONFIRMED',
'EMERGING_OR_FRESH_ACCELERATING_ROLE_PRESENT',
'NO_BLIND_STRENGTH_CHASE'],
'router_missing_condition_flags': [],
'router_disqualifier_flags': ['LOSS_DOMINANT_REQUIRES_NARROW_EMERGENCE_CONFIRMATION',
'BROAD_DETERIORATION_REQUIRES_EMERGENCE_CONFIRMATION'],
'candidate_count': 695,
'candidate_status_counts': [{'status': 'CONDITIONAL', 'count': 165},
{'status': 'INELIGIBLE', 'count': 530}],
'plan_count': 695,
'plan_status_counts': [{'status': 'REJECTED', 'count': 530},
{'status': 'WAIT_CONFIRMATION', 'count': 165}],
'review_count': 695,
'challenge_status_counts': [{'status': 'BLOCKED', 'count': 530},
{'status': 'STRONG_CAUTION', 'count': 165}],
'admitted_candidate_count': 165,
'admitted_plan_count': 165,
'required_confirmation': ['FRESH_SECTOR_EMERGENCE_HOLDS',
'PARTICIPATION_CONFIRMS_WITHOUT_CROWDED_CHASE',
'ROTATION_CONTEXT_REMAINS_VALID',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Failed emergence or sector reversal invalidates '
'the setup.',
'Loss of the rotation context invalidates the '
'early-emergence thesis.',
'Router break condition: '
'LIFECYCLE_TRANSITION_RATE_NORMALIZES.',
'Router break condition: '
'EMERGING_ROLE_DISAPPEARS.',
'Router break condition: '
'CHASE_PRESSURE_REAPPEARS.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Candidate disqualification evidence: '
'LOSS_DOMINANT_REQUIRES_NARROW_EMERGENCE_CONFIRMATION.',
'Candidate disqualification evidence: '
'BROAD_DETERIORATION_REQUIRES_EMERGENCE_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'EMERGENCE_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_REJECTED_PRESERVED',
'UPSTREAM_HARD_BLOCKERS_PRESERVED',
'UPSTREAM_CANDIDATE_INELIGIBLE_PRESERVED',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'ROTATION_PERSISTENCE_REMAINS_UNCONFIRMED',
'ROTATION_EMERGENCE_PARTICIPATION_MAY_NOT_BROADEN',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'CANDIDATE_INELIGIBLE',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE',
'UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'ST_RISK_STATUS_NOT_ELIGIBLE',
'NOT_TRADING_OR_UNKNOWN'],
'representative_objects': [{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'ROTATION_EARLY_EMERGENCE',
'strategy_family': 'ROTATION_EARLY_EMERGENCE',
'symbol': '000012.SZ',
'name': '南 玻Ａ\x00',
'sector_code': '881115',
'sector_name': '建筑材料',
'candidate_role': 'EARLY_EMERGENCE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['FRESH_SECTOR_EMERGENCE_HOLDS',
'PARTICIPATION_CONFIRMS_WITHOUT_CROWDED_CHASE',
'ROTATION_CONTEXT_REMAINS_VALID',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Failed emergence or '
'sector reversal '
'invalidates the '
'setup.',
'Loss of the rotation '
'context invalidates '
'the early-emergence '
'thesis.',
'Router break '
'condition: '
'LIFECYCLE_TRANSITION_RATE_NORMALIZES.',
'Router break '
'condition: '
'EMERGING_ROLE_DISAPPEARS.',
'Router break '
'condition: '
'CHASE_PRESSURE_REAPPEARS.',
'Router break '
'condition: '
'MARKET_ENTERS_CONTRACTION.',
'Candidate '
'disqualification '
'evidence: '
'LOSS_DOMINANT_REQUIRES_NARROW_EMERGENCE_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'BROAD_DETERIORATION_REQUIRES_EMERGENCE_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate '
'disqualification '
'evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate '
'disqualification '
'evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate '
'disqualification '
'evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'EMERGENCE_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'ROTATION_PERSISTENCE_REMAINS_UNCONFIRMED',
'ROTATION_EMERGENCE_PARTICIPATION_MAY_NOT_BROADEN',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000012.SZ',
'plan:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000012.SZ',
'risk_challenger:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000012.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)},
{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'ROTATION_EARLY_EMERGENCE',
'strategy_family': 'ROTATION_EARLY_EMERGENCE',
'symbol': '000035.SZ',
'name': '中国天楹',
'sector_code': '881181',
'sector_name': '环境治理',
'candidate_role': 'EARLY_EMERGENCE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['FRESH_SECTOR_EMERGENCE_HOLDS',
'PARTICIPATION_CONFIRMS_WITHOUT_CROWDED_CHASE',
'ROTATION_CONTEXT_REMAINS_VALID',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Failed emergence or '
'sector reversal '
'invalidates the '
'setup.',
'Loss of the rotation '
'context invalidates '
'the early-emergence '
'thesis.',
'Router break '
'condition: '
'LIFECYCLE_TRANSITION_RATE_NORMALIZES.',
'Router break '
'condition: '
'EMERGING_ROLE_DISAPPEARS.',
'Router break '
'condition: '
'CHASE_PRESSURE_REAPPEARS.',
'Router break '
'condition: '
'MARKET_ENTERS_CONTRACTION.',
'Candidate '
'disqualification '
'evidence: '
'LOSS_DOMINANT_REQUIRES_NARROW_EMERGENCE_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'BROAD_DETERIORATION_REQUIRES_EMERGENCE_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate '
'disqualification '
'evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate '
'disqualification '
'evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate '
'disqualification '
'evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'EMERGENCE_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'ROTATION_PERSISTENCE_REMAINS_UNCONFIRMED',
'ROTATION_EMERGENCE_PARTICIPATION_MAY_NOT_BROADEN',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000035.SZ',
'plan:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000035.SZ',
'risk_challenger:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000035.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)},
{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'ROTATION_EARLY_EMERGENCE',
'strategy_family': 'ROTATION_EARLY_EMERGENCE',
'symbol': '000417.SZ',
'name': '合百集团',
'sector_code': '881158',
'sector_name': '零售',
'candidate_role': 'EARLY_EMERGENCE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['FRESH_SECTOR_EMERGENCE_HOLDS',
'PARTICIPATION_CONFIRMS_WITHOUT_CROWDED_CHASE',
'ROTATION_CONTEXT_REMAINS_VALID',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Failed emergence or '
'sector reversal '
'invalidates the '
'setup.',
'Loss of the rotation '
'context invalidates '
'the early-emergence '
'thesis.',
'Router break '
'condition: '
'LIFECYCLE_TRANSITION_RATE_NORMALIZES.',
'Router break '
'condition: '
'EMERGING_ROLE_DISAPPEARS.',
'Router break '
'condition: '
'CHASE_PRESSURE_REAPPEARS.',
'Router break '
'condition: '
'MARKET_ENTERS_CONTRACTION.',
'Candidate '
'disqualification '
'evidence: '
'LOSS_DOMINANT_REQUIRES_NARROW_EMERGENCE_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'BROAD_DETERIORATION_REQUIRES_EMERGENCE_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate '
'disqualification '
'evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate '
'disqualification '
'evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate '
'disqualification '
'evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate '
'disqualification '
'evidence: '
'EMERGENCE_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'ROTATION_PERSISTENCE_REMAINS_UNCONFIRMED',
'ROTATION_EMERGENCE_PARTICIPATION_MAY_NOT_BROADEN',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000417.SZ',
'plan:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000417.SZ',
'risk_challenger:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000417.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}],
'strategy_lineage': ['strategy_router_daily',
'data_version=strategy_router_daily.v1',
'builder_version=P2-04A-strategy-router-v1',
'trade_strategist_plan_daily',
'data_version=trade_strategist_plan_daily.v1',
'builder_version=P2-05A-trade-strategist-v1',
'candidate_data_version=strategy_candidate_daily.v1',
'router_data_version=strategy_router_daily.v1',
'cycle_data_version=cycle_reflexivity_state_daily.v1',
'emotion_data_version=emotion_reward_loss_state_daily.v1',
'market_capital_data_version=market_capital_competition_state_daily.v1',
'lifecycle_data_version=sector_lifecycle_state_daily.v1',
'exact_trade_date_context_only; no forward/backward fill',
'risk_challenger_review_daily',
'data_version=risk_challenger_review_daily.v1',
'builder_version=P2-05B-risk-challenger-v1',
'risk_challenger_exact_date_context_only; no '
'forward/backward fill',
'risk_challenger_builder=P2-05B-risk-challenger-v1',
'cycle_reflexivity_state_daily=EXACT_DATE_CONSUMED',
'emotion_reward_loss_state_daily=EXACT_DATE_CONSUMED',
'market_capital_competition_state_daily=EXACT_DATE_CONSUMED',
'sector_lifecycle_state_daily=EXACT_DATE_CONSUMED']}{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'ROTATION_EARLY_EMERGENCE',
'strategy_family': 'ROTATION_EARLY_EMERGENCE',
'symbol': '000012.SZ',
'name': '南 玻Ａ\x00',
'sector_code': '881115',
'sector_name': '建筑材料',
'candidate_role': 'EARLY_EMERGENCE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['FRESH_SECTOR_EMERGENCE_HOLDS',
'PARTICIPATION_CONFIRMS_WITHOUT_CROWDED_CHASE',
'ROTATION_CONTEXT_REMAINS_VALID',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Failed emergence or sector reversal invalidates '
'the setup.',
'Loss of the rotation context invalidates the '
'early-emergence thesis.',
'Router break condition: '
'LIFECYCLE_TRANSITION_RATE_NORMALIZES.',
'Router break condition: '
'EMERGING_ROLE_DISAPPEARS.',
'Router break condition: '
'CHASE_PRESSURE_REAPPEARS.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Candidate disqualification evidence: '
'LOSS_DOMINANT_REQUIRES_NARROW_EMERGENCE_CONFIRMATION.',
'Candidate disqualification evidence: '
'BROAD_DETERIORATION_REQUIRES_EMERGENCE_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'EMERGENCE_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'ROTATION_PERSISTENCE_REMAINS_UNCONFIRMED',
'ROTATION_EMERGENCE_PARTICIPATION_MAY_NOT_BROADEN',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000012.SZ',
'plan:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000012.SZ',
'risk_challenger:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000012.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'ROTATION_EARLY_EMERGENCE',
'strategy_family': 'ROTATION_EARLY_EMERGENCE',
'symbol': '000035.SZ',
'name': '中国天楹',
'sector_code': '881181',
'sector_name': '环境治理',
'candidate_role': 'EARLY_EMERGENCE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['FRESH_SECTOR_EMERGENCE_HOLDS',
'PARTICIPATION_CONFIRMS_WITHOUT_CROWDED_CHASE',
'ROTATION_CONTEXT_REMAINS_VALID',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Failed emergence or sector reversal invalidates '
'the setup.',
'Loss of the rotation context invalidates the '
'early-emergence thesis.',
'Router break condition: '
'LIFECYCLE_TRANSITION_RATE_NORMALIZES.',
'Router break condition: '
'EMERGING_ROLE_DISAPPEARS.',
'Router break condition: '
'CHASE_PRESSURE_REAPPEARS.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Candidate disqualification evidence: '
'LOSS_DOMINANT_REQUIRES_NARROW_EMERGENCE_CONFIRMATION.',
'Candidate disqualification evidence: '
'BROAD_DETERIORATION_REQUIRES_EMERGENCE_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'EMERGENCE_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'ROTATION_PERSISTENCE_REMAINS_UNCONFIRMED',
'ROTATION_EMERGENCE_PARTICIPATION_MAY_NOT_BROADEN',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000035.SZ',
'plan:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000035.SZ',
'risk_challenger:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000035.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}{'trade_date': datetime.date(2026, 8, 28),
'decision_for_date': datetime.date(2026, 8, 31),
'strategy_id': 'ROTATION_EARLY_EMERGENCE',
'strategy_family': 'ROTATION_EARLY_EMERGENCE',
'symbol': '000417.SZ',
'name': '合百集团',
'sector_code': '881158',
'sector_name': '零售',
'candidate_role': 'EARLY_EMERGENCE',
'candidate_status': 'CONDITIONAL',
'plan_status': 'WAIT_CONFIRMATION',
'challenge_status': 'STRONG_CAUTION',
'required_confirmation': ['FRESH_SECTOR_EMERGENCE_HOLDS',
'PARTICIPATION_CONFIRMS_WITHOUT_CROWDED_CHASE',
'ROTATION_CONTEXT_REMAINS_VALID',
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION',
'UPSTREAM_CANDIDATE_CONDITION_REMAINS_OPEN'],
'invalidation_conditions': ['Failed emergence or sector reversal invalidates '
'the setup.',
'Loss of the rotation context invalidates the '
'early-emergence thesis.',
'Router break condition: '
'LIFECYCLE_TRANSITION_RATE_NORMALIZES.',
'Router break condition: '
'EMERGING_ROLE_DISAPPEARS.',
'Router break condition: '
'CHASE_PRESSURE_REAPPEARS.',
'Router break condition: '
'MARKET_ENTERS_CONTRACTION.',
'Candidate disqualification evidence: '
'LOSS_DOMINANT_REQUIRES_NARROW_EMERGENCE_CONFIRMATION.',
'Candidate disqualification evidence: '
'BROAD_DETERIORATION_REQUIRES_EMERGENCE_CONFIRMATION.',
'Candidate disqualification evidence: '
'RISK_EFFECTIVE_DATE_ONLY.',
'Candidate disqualification evidence: '
'SUSPENSION_STATUS_UNKNOWN.',
'Candidate disqualification evidence: '
'SECTOR_MEMBERSHIP_LINEAGE_CONDITIONAL.',
'Candidate disqualification evidence: '
'ROUTER_CONDITIONALITY_REQUIRES_CONFIRMATION.',
'Candidate disqualification evidence: '
'EMERGENCE_CONFIRMATION_REQUIRED.'],
'risk_challenge': ['UPSTREAM_CONFIRMATION_REMAINS_OPEN',
'CURRENT_SNAPSHOT_MEMBERSHIP_IS_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_QUALIFICATION_REMAINS_PARTIAL_OR_UNKNOWN',
'T1_REALIZATION_IS_ASYMMETRIC_UNDER_LOSS_OR_MIXED_FEEDBACK',
'T1_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_CONFIRMATION',
'ROTATION_PERSISTENCE_REMAINS_UNCONFIRMED',
'ROTATION_EMERGENCE_PARTICIPATION_MAY_NOT_BROADEN',
'SECTOR_MEMBERSHIP_IS_CURRENT_SNAPSHOT_ONLY',
'UPSTREAM_MEMBERSHIP_QUALIFICATION_REMAINS_VISIBLE',
'LOSS_DOMINANT_OR_MIXED_FEEDBACK_REQUIRES_CONFIRMATION',
'PRICE_LIMIT_LIQUIDITY_ASYMMETRY_REQUIRES_NEXT_SESSION_CHECK',
'CURRENT_SNAPSHOT_MEMBERSHIP_NOT_HISTORICAL_PIT_SAFE',
'UPSTREAM_ROUTER_RESTRICTIONS_REMAIN_ACTIVE'],
'lineage_keys': ['candidate:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000417.SZ',
'plan:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000417.SZ',
'risk_challenger:2026-08-28|2026-08-31|ROTATION_EARLY_EMERGENCE|000417.SZ'],
'qualification_status': 'CONDITIONAL:RISK_EFFECTIVE_DATE_ONLY',
'available_time': datetime.datetime(2026, 8, 30, 6, 15, 34, 273493, tzinfo=datetime.timezone.utc)}Narrative status: NO_ELIGIBLE_NARRATIVE; no eligible exact-date narrative evidence is available.
candidate rows: 2215; plan rows: 2215; review rows: 2215.
The report does not recalculate future outcomes and does not consume future T+1 results or future bars.
WAIT_CONFIRMATION and STRONG_CAUTION remain visibly non-actionable.