# recommendations

ts_code: 688387.SH
name: 信科移动-U
sector: 通信设备
signal: BUY
reasons: ["突破后放量确认（确认日涨2.8%，量比1.0倍）", "需求主导（上涨均量/下跌均量=2.1）", "主力资金持续流入2448万元"]
scan_session: manual
created_at: 2026-04-16 11:45:15
strategy: trend_breakout
entry_signal_type: breakout_confirm
llm_analysis:
  核心逻辑在于多头趋势明确（均线多头排列、MACD金叉）且量价配合健康，显示需求主导。入场理由是股价处于中期相对低位，且主力资金呈净流入，短期动能仍在。主要风险是RSI已达75，处于超买区域，短期涨幅较大，需防范技术性回调；建议等待盘中回调至买入价附近介入，以控制追高风险。


ts_code: 300689.SZ
name: 澄天伟业
sector: 通信设备
signal: BUY
reasons: ["放量突破20日阻力位（涨幅3.1%，量比2.1倍）", "需求主导（上涨均量/下跌均量=2.5）", "主力资金持续流入3910万元"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑在于多头排列、量价健康且MACD金叉，主力资金持续流入，短期趋势明确。入场理由是股价处于相对低位，距60日高点仍有空间，在强势市场环境下有望延续升势。主要风险是短期已累积一定涨幅，且MA20走平显示中期趋势未完全扭转，需防范获利回吐压力。


ts_code: 000409.SZ
name: 云鼎科技
sector: IT服务
signal: BUY
reasons: ["放量突破20日阻力位（涨幅1.8%，量比2.4倍）", "需求主导（上涨均量/下跌均量=1.7）", "主力资金持续流入1962万元"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑在于多头排列且量价健康，主力资金持续流入，结合市场情绪偏暖，具备短期上行动能。入场理由是技术面趋势明确，位置相对低位提供安全边际。主要风险是RSI已处高位，存在短期调整压力，且MACD仍在零轴下方，整体强度受限。


ts_code: 603206.SH
name: 嘉环科技
sector: 通信服务
signal: BUY
reasons: ["放量突破20日阻力位（涨幅4.8%，量比2.6倍）", "需求主导（上涨均量/下跌均量=2.6）", "主力资金持续流入1152万元"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑是短期涨幅已大且RSI处于超买区域，追高风险显著。虽然趋势、量价和MACD均呈多头格局，但当前价位距离5日低点已上涨近10%，RSI高达77，短期存在技术性回调压力。建议等待股价回调至MA5或MA10附近（约16.8-17.2元区间）再考虑介入，以规避追高后的短期波动风险。主要风险在于市场情绪转弱时，高位获利盘可能集中了结。


ts_code: 002805.SZ
name: 丰元股份
sector: 电池
signal: BUY
reasons: ["放量突破20日阻力位（涨幅0.3%，量比2.2倍）", "主力资金大幅流入10662万元", "所属热门板块【电池】"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑在于多头排列明确、MACD零上金叉且主力资金大幅流入，显示中期趋势向上且资金认可度高。入场理由是短期涨幅尚可接受，量价配合良好，有望依托均线系统继续上行。主要风险是短期已累积一定涨幅，且接近60日高点可能面临技术性抛压，需严格设置止损。


ts_code: 002421.SZ
name: 达实智能
sector: IT服务
signal: BUY
reasons: ["放量突破20日阻力位（涨幅0.7%，量比1.8倍）", "需求主导（上涨均量/下跌均量=1.8）", "主力资金大幅流入16053万元"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑在于中短期均线呈多头排列，且量价关系健康（需求主导），配合主力资金大幅净流入，显示短期有上行动能。入场理由是股价位置相对较低，RSI处于健康区间，MACD金叉提供技术支撑。主要风险在于市场整体温度偏高可能面临回调压力，且MACD位于零轴下方反映中期趋势仍偏空，需警惕板块轮动风险。


ts_code: 301238.SZ
name: 瑞泰新材
sector: 电池
signal: BUY
reasons: ["放量突破20日阻力位（涨幅2.3%，量比1.6倍）", "需求主导（上涨均量/下跌均量=1.5）", "主力资金大幅流入6713万元"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑在于多头趋势明确（MA5>MA10>MA20）且量价配合健康，MACD金叉与主力净流入提供动能支持。入场理由是短期涨幅虽达10%，但距60日高点仍有空间，RSI未超买，在整体市场情绪偏暖下有望延续惯性上冲。主要风险是短期涨幅已部分透支动能，且位置安全评分偏低，需警惕板块轮动或大盘回调带来的获利回吐压力。


ts_code: 688006.SH
name: 杭可科技
sector: 电池
signal: BUY
reasons: ["突破后放量确认（确认日涨3.3%，量比1.3倍）", "需求主导（上涨均量/下跌均量=1.6）", "主力资金持续流入1183万元"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout_confirm
llm_analysis:
  核心逻辑在于该股处于明确的中短期多头趋势（MA5>MA10>MA20），且量价关系健康（上涨放量、下跌缩量），MACD金叉运行于零轴上方，显示动能偏强。入场理由是趋势确立、资金温和流入，且股价距60日高点仍有13%空间，具备上行潜力。主要风险在于RSI已达70，短期存在技术性回调压力，且市场整体热度较高，需防范板块轮动风险；建议等待盘中回调至5日均线附近低吸，以控制追高风险。


ts_code: 603171.SH
name: 税友股份
sector: IT服务
signal: BUY
reasons: ["放量突破20日阻力位（涨幅0.6%，量比1.7倍）", "需求主导（上涨均量/下跌均量=1.5）", "主力资金持续流入2197万元"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑在于该股处于中短期多头排列且量价健康，MACD金叉与主力净流入提供短期动能。入场理由是股价位置相对60日高点仍有较大空间，RSI未超买，结合市场普涨环境有补涨潜力。主要风险是短期已累积一定涨幅，且MACD位于零轴下方反映中期趋势尚未完全转强，需警惕获利回吐压力。


ts_code: 002245.SZ
name: 蔚蓝锂芯
sector: 电池
signal: BUY
reasons: ["突破后放量确认（确认日涨4.1%，量比1.0倍）", "需求主导（上涨均量/下跌均量=1.9）", "主力资金持续流入4462万元"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout_confirm
llm_analysis:
  技术面呈现典型多头趋势，均线多头排列且量价配合健康，MACD金叉支撑短期动能。当前处于温和放量突破阶段，距离前高仅1.3%，存在惯性上冲潜力。主要风险在于RSI已接近超买区（66），且市场整体热度较高，需防范短期获利盘回吐导致波动加剧。


ts_code: 603399.SH
name: 永杉锂业
sector: 能源金属
signal: BUY
reasons: ["突破后放量确认（确认日涨7.6%，量比1.5倍）", "主力资金持续流入4695万元", "所属热门板块【能源金属】"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout_confirm
llm_analysis:
  核心逻辑在于多头排列明确且MACD金叉确认中期趋势向上，主力资金持续流入提供动能。入场理由是短期涨幅尚未超买（RSI=70仍属健康），量价配合良好，存在顺势突破前高的可能。主要风险是短期已累积一定涨幅，且接近60日高点可能面临抛压，需严格止损防范回调。


ts_code: 002229.SZ
name: 鸿博股份
sector: IT服务
signal: BUY
reasons: ["突破后放量确认（确认日涨4.1%，量比1.4倍）", "主力资金大幅流入10525万元", "所属热门板块【IT服务】"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout_confirm
llm_analysis:
  核心逻辑在于强势多头排列与MACD金叉共振，且主力资金大幅净流入，显示短期趋势向上。入场理由是股价处于健康上涨通道，量价配合尚可，RSI未超买。主要风险是短期已累积一定涨幅，且接近60日高点，可能面临技术性回调压力。


ts_code: 300231.SZ
name: 银信科技
sector: IT服务
signal: BUY
reasons: ["连续下跌后放量长阳反转（涨9.0%，量比1.6倍）", "需求主导（上涨均量/下跌均量=1.9）", "主力资金持续流入2804万元"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: reversal
llm_analysis:
  核心逻辑是短期涨幅已较大（5日涨超10%），且技术面呈现震荡格局（均线交织、MACD死叉在零轴下），虽然量价健康且位置相对较低，但短期追高风险较高。入场理由不充分，需等待回调或MACD转强信号。主要风险是短期获利盘可能回吐，且市场整体热度较高时个股易出现分化。


ts_code: 300290.SZ
name: 荣科科技
sector: IT服务
signal: BUY
reasons: ["放量突破20日阻力位（涨幅4.9%，量比3.0倍）", "需求主导（上涨均量/下跌均量=2.3）", "主力资金大幅流入25605万元"]
scan_session: manual
created_at: 2026-04-16 14:15:08
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  当前技术结构呈多头排列且量价健康，MACD金叉与主力大幅流入提供支撑。但RSI已达70超买区，且5日内涨幅超过15%，短期追高风险显著。建议等待价格回调至MA5或MA10附近（约15.5-16.0区间）再观察介入机会，以规避短期获利盘抛压风险。


# sector_heat

sector_code: 881129.TI
sector_name: 通信设备
trade_date: 20260416
created_at: 2026-04-16 14:15:08
stage: early
pct_trend: [2.24, -1.1, 0.74, 1.11, 5.51, 0.8, -0.06, 0.41, 1.15, -0.98, 2.83]
leading_stocks:
  [{"ts_code": "920249.BJ", "name": "利尔达", "pct_chg": 23.83, "amount": 341406.0}, {"ts_code": "688668.SH", "name": "鼎通科技", "pct_chg": 20.0, "amount": 2588416.0}, {"ts_code": "688159.SH", "name": "有方科技", "pct_chg": 11.85, "amount": 486339.0}, {"ts_code": "000070.SZ", "name": "特发信息", "pct_chg": 10.01, "amount": 0, "limit_times": 1}, {"ts_code": "002491.SZ", "name": "通鼎互联", "pct_chg": 10.0, "amount": 0, "limit_times": 1}]


sector_code: 881271.TI
sector_name: IT服务
trade_date: 20260416
created_at: 2026-04-16 14:15:08
stage: early
pct_trend: [1.99, -3.02, -1.87, 0.23, 6.9, -2.32, 0.66, -0.02, 1.51, -0.82, 3.22]
leading_stocks:
  [{"ts_code": "688227.SH", "name": "品高股份", "pct_chg": 20.0, "amount": 607476.0}, {"ts_code": "301396.SZ", "name": "宏景科技", "pct_chg": 20.0, "amount": 4159776.0}, {"ts_code": "300290.SZ", "name": "荣科科技", "pct_chg": 15.02, "amount": 1530408.0}, {"ts_code": "002771.SZ", "name": "真视通", "pct_chg": 10.0, "amount": 0, "limit_times": 1}, {"ts_code": "603322.SH", "name": "超讯通信", "pct_chg": 10.01, "amount": 0, "limit_times": 1}, {"ts_code": "002421.SZ", "name": "达实智能", "pct_chg": 9.85, "amount": 0, "limit_times": 1}]


sector_code: 881162.TI
sector_name: 通信服务
trade_date: 20260416
created_at: 2026-04-16 14:15:08
stage: early
pct_trend: [2.36, -3.68, -1.08, 0.2, 5.86, -1.5, 0.28, 0.93, 1.77, -0.81, 3.81]
leading_stocks:
  [{"ts_code": "301382.SZ", "name": "蜂助手", "pct_chg": 15.69, "amount": 2126574.0}, {"ts_code": "300738.SZ", "name": "奥飞数据", "pct_chg": 10.85, "amount": 3930833.0}, {"ts_code": "002929.SZ", "name": "润建股份", "pct_chg": 10.01, "amount": 1766912.0}, {"ts_code": "603220.SH", "name": "中贝通信", "pct_chg": 9.99, "amount": 0, "limit_times": 1}, {"ts_code": "000815.SZ", "name": "美利云", "pct_chg": 10.0, "amount": 0, "limit_times": 1}]


sector_code: 881281.TI
sector_name: 电池
trade_date: 20260416
created_at: 2026-04-16 14:15:08
stage: early
pct_trend: [0.97, -2.21, -2.72, 2.19, 3.58, -0.28, 3.86, 1.25, 3.01, -2.05, 2.64]
leading_stocks:
  [{"ts_code": "300390.SZ", "name": "天华新能", "pct_chg": 11.37, "amount": 8871311.0}, {"ts_code": "300953.SZ", "name": "震裕科技", "pct_chg": 10.07, "amount": 2700076.0}, {"ts_code": "603906.SH", "name": "龙蟠科技", "pct_chg": 10.01, "amount": 585883.0}, {"ts_code": "600847.SH", "name": "万里股份", "pct_chg": 10.0, "amount": 0, "limit_times": 1}, {"ts_code": "002850.SZ", "name": "科达利", "pct_chg": 10.0, "amount": 0, "limit_times": 1}, {"ts_code": "603032.SH", "name": "德新科技", "pct_chg": 9.98, "amount": 0, "limit_times": 1}, {"ts_code": "002580.SZ", "name": "圣阳股份", "pct_chg": 10.01, "amount": 0, "limit_times": 6}]


sector_code: 881267.TI
sector_name: 能源金属
trade_date: 20260416
created_at: 2026-04-16 14:15:08
stage: early
pct_trend: [-0.25, 0.75, -1.79, 0.54, 3.54, -0.5, 3.17, 4.47, 5.05, -3.62, 3.73]
leading_stocks:
  [{"ts_code": "000762.SZ", "name": "西藏矿业", "pct_chg": 9.99, "amount": 2797356.0}, {"ts_code": "603399.SH", "name": "永杉锂业", "pct_chg": 7.63, "amount": 1146614.0}, {"ts_code": "002240.SZ", "name": "盛新锂能", "pct_chg": 7.63, "amount": 4306694.0}]


