# 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 12:02:39
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑在于多头排列、量价配合良好且MACD金叉，显示短期上升趋势延续。入场理由是主力资金持续流入，且股价距60日高点仍有空间，存在补涨潜力。主要风险是短期已累积一定涨幅，且MA20走平，若市场情绪转弱或板块轮动，可能面临回调压力。


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 12:02:39
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑在于多头排列与量价配合良好，主力资金持续流入提供支撑，且股价位置相对低位有补涨空间。入场理由是趋势初成且市场环境偏暖，适合顺势介入。主要风险是RSI已进入超买区域，短期可能面临技术性回调压力，且MACD仍在零轴下方，整体强度有待观察。


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 12:02:39
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  当前技术面呈现多头排列且量价健康，MACD金叉支持看多。但RSI已达77，处于超买区域，且短期涨幅已近10%，追高风险显著。建议等待价格回调至短期均线（如MA5或MA10）附近或RSI回落至中性区域再考虑介入，以规避短期调整压力。主要风险在于技术性回调与市场情绪过热。


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 12:02:39
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑在于多头排列明确，MACD金叉且主力资金大幅流入，显示中期趋势向上。入场理由是量价配合尚可，RSI处于健康区间，短期涨幅未过度透支动能。主要风险是5日内已涨近10%，面临前高压力，且市场整体热度较高，需警惕短期获利盘回吐。


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 12:02:39
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，显示需求主导的上涨趋势，配合主力资金大幅净流入，提供了短期上行动力。入场理由是股价位置相对较低，涨幅温和，RSI处于健康区间，存在继续向上修复空间。主要风险在于MACD仍位于零轴下方，整体趋势尚未完全转强，且市场整体热度较高，需警惕短期获利回吐压力。


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 12:02:39
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尚可接受，股价仍处60日高点下方6.5%，存在补涨空间。主要风险是5日内已涨超10%，短期可能面临获利盘压力，且市场整体热度较高需防回调。


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 12:02:39
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），且量价配合健康（上涨放量），MACD金叉在零轴上方强化了多头信号。入场理由是趋势确立、位置相对安全（距60日高点仍有空间），可趁盘中回调至短期均线附近介入。主要风险在于RSI已达70，短期存在技术性回调压力，且市场整体温度偏高，需严格设置止损。


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 12:02:39
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  核心逻辑在于中短期均线多头排列且量价健康，显示需求主导的上涨动能；MACD金叉与主力净流入提供技术支撑，且股价距60日高点仍有较大空间，具备反弹潜力。主要风险是短期涨幅已超10%，存在获利回吐压力，且MACD位于零轴下方表明整体趋势尚未完全转强，需警惕市场情绪转弱带来的回调。


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 12:02:39
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金叉与主力净流入提供支撑，适合顺势介入。风险在于RSI已接近超买区（66），且股价接近60日高点可能面临短期抛压，需严格设置止损。中短线可在趋势延续中博取突破收益。


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 12:02:39
strategy: trend_breakout
entry_signal_type: breakout_confirm
llm_analysis:
  核心逻辑在于该股处于强势多头排列且MACD金叉上行，配合主力资金净流入，短期趋势明确。入场理由是技术面共振向好，量价配合尚可，有望惯性上冲挑战前高。主要风险是RSI已至70，短期涨幅较大，且位置安全评分偏低，需警惕获利盘回吐导致的技术性调整。


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 12:02:39
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 12:02:39
strategy: trend_breakout
entry_signal_type: reversal
llm_analysis:
  核心逻辑是当前处于震荡趋势且MACD死叉偏空，与短期涨幅较大形成矛盾。入场理由不充分，尽管量价健康且位置较低，但技术指标未形成共振向上信号，短期追高风险较高。主要风险是MACD死叉下可能面临回调压力，需等待趋势明确或指标修复后再观察。


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 12:02:39
strategy: trend_breakout
entry_signal_type: breakout
llm_analysis:
  当前股价在5日内已上涨15.5%，RSI达70进入超买区域，追高风险显著。尽管趋势多头、量价健康且主力大幅流入，但短期涨幅过大且MACD仍在零轴下方，显示动能可能受限。建议等待股价回调至短期均线（如MA5或MA10）附近或RSI回落至中性区域再考虑介入，以规避短期调整风险。


# sector_heat

sector_code: 881129.TI
sector_name: 通信设备
trade_date: 20260416
created_at: 2026-04-16 12:02:39
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 12:02:39
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 12:02:39
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 12:02:39
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": "002580.SZ", "name": "圣阳股份", "pct_chg": 10.01, "amount": 0, "limit_times": 6}, {"ts_code": "603032.SH", "name": "德新科技", "pct_chg": 9.98, "amount": 0, "limit_times": 1}]


sector_code: 881267.TI
sector_name: 能源金属
trade_date: 20260416
created_at: 2026-04-16 12:02:39
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}]


