feat(data): A档第二批接入——新浪资金流×2+同花顺行业/概念榜进ak-events 19:30(用户批方案A);东财push2墙死后免费无墙替代源双机实测秒级零限流(新浪行业资金流90行带净额/领涨股+概念387行,同花顺行业90行×12列+概念375行);快照族语义显式化:端点无date参数无历史回补,19:30采集=收盘终态,节假日拉到上交易日快照接受重复由消费方按交易日历过滤;vintage缺日检查扩全panel族并分档——可回补族(zt_pool×3)近窗洞给回补指引,快照族洞即永久告警查当晚日志无回补指引,旧洞不刷告警防疲劳;+5测试(注册/None/df契约×2+快照族永久洞语义)29绿 [vps]

scripts/data_platform/ak_events_wrapper.ps1

@@ -1,6 +1,7 @@
 # ak_events_wrapper.ps1 — sanguo-ak-events schtask wrapper (daily 19:30 akshare 事件类 per-date 当日)
-# dragon_tiger/block_trade/margin_sse/restricted/zt_pool 三件套 --start today --end today;
-# per-date 每类1 unit 快; zt_pool 系 (2026-09-02 双机实测 push2ex 集群稳定) 供情绪/打板因子
+# dragon_tiger/block_trade/margin_sse/restricted/zt_pool 三件套/新浪资金流×2/同花顺行业概念 --start today --end today;
+# per-date 每类1 unit 快; zt_pool 系 (2026-09-02 双机实测 push2ex 集群稳定) 供情绪/打板因子;
+# 新浪资金流+同花顺榜 (2026-09-02 用户批 A 档: 东财 push2 墙死后免费无墙替代, 秒级零限流)
 $env:http_proxy = ''
 $env:https_proxy = ''
 $env:all_proxy = ''
@@ -10,5 +11,5 @@ $ts = Get-Date -Format 'yyyyMMdd_HHmmss'
 $logDir = 'C:\sanguo_vnpy_v2\data\migration_logs'
 if (-not (Test-Path $logDir)) { New-Item -ItemType Directory -Path $logDir -Force | Out-Null }
 $log = Join-Path $logDir "ak_events_$ts.txt"
-C:\Python310\python.exe -X utf8 C:\sanguo_vnpy_v2\scripts\data_platform\akshare_static_download.py --types dragon_tiger,block_trade,margin_sse,restricted,zt_pool,zt_pool_zbgc,zt_pool_dtgc --start $today --end $today *>> $log
+C:\Python310\python.exe -X utf8 C:\sanguo_vnpy_v2\scripts\data_platform\akshare_static_download.py --types dragon_tiger,block_trade,margin_sse,restricted,zt_pool,zt_pool_zbgc,zt_pool_dtgc,fund_flow_industry,fund_flow_concept,ths_industry,ths_concept --start $today --end $today *>> $log
 exit $LASTEXITCODE

scripts/data_platform/akshare_static_download.py

@@ -143,7 +143,7 @@ PER_STOCK_TYPES = (
     "financial_abstract", # stock_financial_abstract(symbol="600519")
     # top_holders 单独 (per-stock × per-period)
 )
-# 模式 B: per-date 类型 (7 类, margin_szse 跳过)
+# 模式 B: per-date 类型 (11 类, margin_szse 跳过)
 PER_DATE_TYPES = (
     "dragon_tiger",  # stock_lhb_detail_em(start_date, end_date)
     "block_trade",   # stock_dzjy_mrmx(symbol="A股", start_date, end_date)
@@ -156,6 +156,14 @@ PER_DATE_TYPES = (
     "zt_pool",       # stock_zt_pool_em(date) 涨停池
     "zt_pool_zbgc",  # stock_zt_pool_zbgc_em(date) 炸板池
     "zt_pool_dtgc",  # stock_zt_pool_dtgc_em(date) 跌停池
+    # 行业/概念截面快照 (2026-09-02 用户批 A 档接入; 东财 push2 clist 墙死后的
+    # 免费/无墙替代源, 双机实测秒级零限流)。⚠️ 快照型端点无 date 参数、无历史
+    # 回补, date 仅命名文件 (19:30 采集=收盘终态); 节假日拉到上一交易日快照
+    # (无自日期列可判), 接受重复, 消费方按交易日历过滤。
+    "fund_flow_industry",  # 新浪 stock_fund_flow_industry('即时') 行业资金流 90 行 (净额/领涨股)
+    "fund_flow_concept",   # 新浪 stock_fund_flow_concept('即时') 概念资金流 ~387 行
+    "ths_industry",        # 同花顺 stock_board_industry_summary_ths() 行业一览 90 行×12 列
+    "ths_concept",         # 同花顺 stock_board_concept_name_ths() 概念名单 ~375 行
 )
 # 模式 C: per-period 类型 (2 类)
 PER_PERIOD_TYPES = (
@@ -642,6 +650,38 @@ def fetch_zt_pool_dtgc(date: str) -> Optional[pd.DataFrame]:
     return df
 
 
+def fetch_fund_flow_industry(date: str) -> Optional[pd.DataFrame]:
+    """stock_fund_flow_industry(symbol='即时') — 新浪行业资金流快照 (90 行)。"""
+    df, _status = call_ak_with_retry(
+        ak.stock_fund_flow_industry, f"fund_flow_industry/{date}", symbol="即时",
+    )
+    return df
+
+
+def fetch_fund_flow_concept(date: str) -> Optional[pd.DataFrame]:
+    """stock_fund_flow_concept(symbol='即时') — 新浪概念资金流快照 (~387 行)。"""
+    df, _status = call_ak_with_retry(
+        ak.stock_fund_flow_concept, f"fund_flow_concept/{date}", symbol="即时",
+    )
+    return df
+
+
+def fetch_ths_industry(date: str) -> Optional[pd.DataFrame]:
+    """stock_board_industry_summary_ths() — 同花顺行业一览快照 (90 行×12 列)。"""
+    df, _status = call_ak_with_retry(
+        ak.stock_board_industry_summary_ths, f"ths_industry/{date}",
+    )
+    return df
+
+
+def fetch_ths_concept(date: str) -> Optional[pd.DataFrame]:
+    """stock_board_concept_name_ths() — 同花顺概念名单快照 (~375 行)。"""
+    df, _status = call_ak_with_retry(
+        ak.stock_board_concept_name_ths, f"ths_concept/{date}",
+    )
+    return df
+
+
 # ======================== per-period fetch 函数 (2 类) ========================
 
 def fetch_forecast(period: str) -> Optional[pd.DataFrame]:
@@ -1085,6 +1125,10 @@ def run_type_dispatch(
             "zt_pool": fetch_zt_pool,
             "zt_pool_zbgc": fetch_zt_pool_zbgc,
             "zt_pool_dtgc": fetch_zt_pool_dtgc,
+            "fund_flow_industry": fetch_fund_flow_industry,
+            "fund_flow_concept": fetch_fund_flow_concept,
+            "ths_industry": fetch_ths_industry,
+            "ths_concept": fetch_ths_concept,
         }
         units = build_per_date_units(t, fetch_map[t], args)
         return run_one_type(t, units, args)

scripts/data_platform/static_vintage_check.py

@@ -32,7 +32,14 @@ EMPTY_PARQUET_MIN_BYTES = 1024  # 与 akshare_static_download 同口径
 # 涨停池三件套 (2026-09-02 入列 ak-events): per-date 家族每个工作日(含节假日,
 # 空数据也写空文件)应有 1 个 parquet, 文件缺 = 当晚 schtask 漏跑 = 洞。
 # 端点只支持最近 ~30 交易日 → 洞滑出窗口 = 永久缺 (不可逆), 09-02 与策略侧共识防线。
-PANEL_TYPES = ("zt_pool", "zt_pool_zbgc", "zt_pool_dtgc")
+# 快照族 (新浪资金流/同花顺榜, 09-02 用户批 A 档接入): 端点无历史回补能力,
+# 任何洞即时即永久 → 告警语义不同 (查当晚日志, 无回补指引)。
+PANEL_TYPES = (
+    "zt_pool", "zt_pool_zbgc", "zt_pool_dtgc",          # 可回补族
+    "fund_flow_industry", "fund_flow_concept",          # 快照族 (永久)
+    "ths_industry", "ths_concept",
+)
+BACKFILLABLE_PANEL_TYPES = frozenset({"zt_pool", "zt_pool_zbgc", "zt_pool_dtgc"})
 PANEL_BACKFILL_CALENDAR_DAYS = 42  # ≈30 交易日回补窗的日历日近似
 
 
@@ -126,15 +133,19 @@ def panel_gap_check(root: Path) -> dict:
                     continue
         entry = {"n_files": len(dates), "first_date": None,
                  "holes_backfillable": [], "holes_permanent": []}
+        backfillable_type = t in BACKFILLABLE_PANEL_TYPES
         if dates:
             first = min(dates)
             entry["first_date"] = first.isoformat()
             cur = first
             while cur < today:
                 if cur.weekday() < 5 and cur not in dates:
-                    key = ("holes_backfillable"
-                           if (today - cur).days <= PANEL_BACKFILL_CALENDAR_DAYS
-                           else "holes_permanent")
+                    # 快照族无回补能力, 任何洞即时即永久; 可回补族按 42 日历日分档
+                    recent = (today - cur).days <= PANEL_BACKFILL_CALENDAR_DAYS
+                    if backfillable_type and recent:
+                        key = "holes_backfillable"
+                    else:
+                        key = "holes_permanent"
                     entry[key].append(cur.isoformat())
                 cur += datetime.timedelta(days=1)
         out[t] = entry
@@ -180,7 +191,8 @@ def check_all(root: Path) -> Tuple[dict, list]:
         alerts.append(
             "估值表断更: 最新 mtime %s 距今 %.1fh (>%.0fh, ak-eod 未跑成?)"
             % (v["newest_mtime"], v["age_hours"], VALUATION_STALE_HOURS))
-    # 涨停池三件套缺日 (09-02 入列): 可回补洞告警, 永久缺只入 json
+    # 涨停池三件套缺日 (09-02 入列): 可回补洞告警, 永久缺只入 json;
+    # 快照族 (新浪/同花顺) 近窗洞=昨晚漏跑, 洞即永久 → 告警无回补指引
     status["panel"] = panel_gap_check(root)
     for t, e in status["panel"].items():
         if e["holes_backfillable"]:
@@ -188,6 +200,15 @@ def check_all(root: Path) -> Tuple[dict, list]:
                 "[%s] 缺日(回补窗内): %s (当晚 schtask 漏跑; 30 交易日内手动 "
                 "--start 缺日 --end 缺日 可补, 滑出窗=永久缺)" % (
                     t, ",".join(e["holes_backfillable"])))
+        elif t not in BACKFILLABLE_PANEL_TYPES and e["holes_permanent"]:
+            fresh_holes = [
+                h for h in e["holes_permanent"]
+                if (datetime.date.today()
+                    - datetime.date.fromisoformat(h)).days <= 3]
+            if fresh_holes:
+                alerts.append(
+                    "[%s] 缺日(快照族无回补, 洞即永久): %s (查当晚 migration_logs "
+                    "定位漏跑原因)" % (t, ",".join(fresh_holes)))
     return status, alerts
 
 

tests/data_platform/test_akshare_static_download.py

@@ -133,3 +133,28 @@ class TestZtPoolFamily:
         assert status == "empty"
         assert (tmp_path / "zt_pool_dtgc" / "20260901_zt_pool_dtgc.parquet").exists()
         assert (tmp_path / "zt_pool_dtgc" / ".20260901_zt_pool_dtgc.akshare").exists()
+
+
+class TestSinaThsFamily:
+    """新浪资金流 + 同花顺行业/概念榜 (09-02 用户批 A 档, 东财墙的免费替代)。"""
+
+    def test_registered_as_per_date_types(self):
+        for t in ("fund_flow_industry", "fund_flow_concept",
+                  "ths_industry", "ths_concept"):
+            assert t in mod.PER_DATE_TYPES
+            assert t in mod.ALL_TYPES
+
+    def test_fetchers_none_on_retry_exhausted(self, monkeypatch):
+        monkeypatch.setattr(
+            mod, "call_ak_with_retry", lambda *a, **k: (None, "failed"))
+        for fetch in (mod.fetch_fund_flow_industry, mod.fetch_fund_flow_concept,
+                      mod.fetch_ths_industry, mod.fetch_ths_concept):
+            assert fetch("20260902") is None
+
+    def test_fetchers_df_on_ok(self, monkeypatch):
+        df = pd.DataFrame({"净额": [1.0]})
+        monkeypatch.setattr(mod, "call_ak_with_retry",
+                            lambda *a, **k: (df, "ok"))
+        for fetch in (mod.fetch_fund_flow_industry, mod.fetch_fund_flow_concept,
+                      mod.fetch_ths_industry, mod.fetch_ths_concept):
+            assert fetch("20260902") is df

tests/data_platform/test_static_vintage_check.py

@@ -182,6 +182,24 @@ class TestPanelGapCheck:
         assert not any("缺日" in a for a in alerts)
         assert status["panel"]["zt_pool"]["n_files"] == 0
 
+    def test_snapshot_family_hole_alerts_as_permanent(self, tmp_path):
+        """快照族 (无回补能力) 近窗洞 → 告警说『洞即永久/查日志』而非回补指引。"""
+        _mk_ok_statements(tmp_path)
+        hole = _recent_weekdays(2)[-1]
+        dates = _recent_weekdays(6, drop_dates=(hole,))
+        d = tmp_path / "fund_flow_industry"
+        d.mkdir(parents=True)
+        for dt in dates:
+            (d / f"{dt:%Y%m%d}_fund_flow_industry.parquet").write_bytes(b"x" * 10)
+        _, alerts = svc.check_all(tmp_path)
+        assert any("fund_flow_industry" in a and "洞即永久" in a
+                   and hole.isoformat() in a for a in alerts)
+        # 快照族近窗洞归 holes_permanent (无回补档)
+        status_panel = svc.panel_gap_check(tmp_path)
+        assert status_panel["fund_flow_industry"]["holes_backfillable"] == []
+        assert hole.isoformat() in (
+            status_panel["fund_flow_industry"]["holes_permanent"])
+
 
 # ======================== main / JSON 契约 ========================