feat: 容器内统一运维脚本auvops.sh，recollect-daily并入

- 新增 backend/auvops.sh：容器内直接执行的统一运维工具
  (cache-clear/clean-expired/cache-count/recollect/sh/help)
- heredoc传python代码，日期等参数走环境变量防注入
- 后续运维操作收敛到该文件，加 cmd_xxx + case 注册一行即可
- 删除 recollect-daily.sh，其能力并入 auvops.sh recollect

Co-Authored-By: Claude <noreply@anthropic.com>

backend/auvops.sh

@@ -0,0 +1,150 @@
+#!/usr/bin/env bash
+# auvops.sh - AUV 容器内运维工具（在容器内直接执行，非宿主机 docker exec）
+#
+# 拷贝进容器 /app（backend 根）后运行。后续新增运维能力都收敛到这个文件：
+# 加一个 cmd_xxx 函数 + 在 main 的 case 里注册一行即可。
+#
+# 用法（容器内）:
+#   ./auvops.sh cache-clear            # 清空全部缓存（当日数据全新）
+#   ./auvops.sh clean-expired          # 只清理已过期的缓存
+#   ./auvops.sh cache-count            # 查看缓存条数
+#   ./auvops.sh recollect [DATE]       # 删除并重采指定交易日（默认当天）
+#   ./auvops.sh sh                     # 进入交互式 shell
+#   ./auvops.sh help                   # 查看帮助
+#
+# 依赖: 容器内 python 可用（能 import services.*），工作目录自动切到脚本所在目录。
+#
+# 示例:
+#   ./auvops.sh cache-clear
+#   ./auvops.sh recollect 2026-08-10
+#   ./auvops.sh cache-count
+
+set -euo pipefail
+
+# 容器内 backend 根：脚本所在目录（/app）
+ROOT="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+cd "${ROOT}"
+
+# 容器内用 python；本机验证时可 PY=./venv/bin/python ./auvops.sh ...
+PY="${PY:-python}"
+"${PY}" -c "import services" >/dev/null 2>&1 || {
+  echo "❌ 无法在 ${ROOT} 下 import services（确认已在容器内 /app 且 python 可用）" >&2
+  exit 1
+}
+
+# 在容器内跑 python 代码。日期等参数通过环境变量传，避免拼接进代码字符串。
+# 用法: py_env "KEY1=val1" "KEY2=val2" <<'EOF'
+#   <python 代码>
+# EOF
+py_env() {
+  local env_args=()
+  while [[ "$#" -gt 0 ]]; do
+    env_args+=("${1%%=*}=${1#*=}"); shift
+  done
+  env "${env_args[@]}" "${PY}" -
+}
+
+# ---- 子命令实现 ----
+
+# 清空全部缓存（当日数据全新）
+cmd_cache_clear() {
+  echo "① 清空全部缓存"
+  "${PY}" - <<'EOF'
+from services.cache import clear_all
+clear_all()
+print("  cache 表已清空")
+EOF
+  echo "✅ 缓存已清空"
+}
+
+# 只清理已过期缓存
+cmd_clean_expired() {
+  echo "① 清理过期缓存"
+  "${PY}" - <<'EOF'
+from services.cache import clean_expired
+clean_expired()
+print("  过期缓存已清理")
+EOF
+  echo "✅ 完成"
+}
+
+# 查看缓存条数
+cmd_cache_count() {
+  "${PY}" - <<'EOF'
+from database import get_connection
+conn = get_connection()
+try:
+    n = conn.execute("SELECT COUNT(*) FROM cache").fetchone()[0]
+    print(f"缓存条数: {n}")
+finally:
+    conn.close()
+EOF
+}
+
+# 删除指定交易日旧数据，并用新选股逻辑重新采集入库
+cmd_recollect() {
+  local date="${1:-$(date +%F)}"
+  if ! [[ "${date}" =~ ^[0-9]{4}-[0-9]{2}-[0-9]{2}$ ]]; then
+    echo "❌ 日期格式错误：${date}（应为 YYYY-MM-DD）" >&2
+    exit 1
+  fi
+
+  echo "================================================"
+  echo "🚀 容器: ${HOSTNAME:-unknown}  交易日: ${date}"
+  echo "================================================"
+
+  echo "① 删除 ${date} 旧数据"
+  py_env "TARGET_DATE=${date}" <<'EOF'
+import os
+from database import get_connection
+date = os.environ["TARGET_DATE"]
+conn = get_connection()
+try:
+    for tbl in ("daily_core_stocks", "daily_core_stock_themes", "daily_top_themes"):
+        cur = conn.execute("DELETE FROM " + tbl + " WHERE trade_date = ?", (date,))
+        print(f"  {tbl}: 删除 {cur.rowcount} 行")
+    conn.commit()
+finally:
+    conn.close()
+EOF
+
+  echo "② 用新选股逻辑重采 ${date}"
+  py_env "TARGET_DATE=${date}" <<'EOF'
+import asyncio
+import os
+from services.daily_collector import collect_daily
+result = asyncio.run(collect_daily(os.environ["TARGET_DATE"]))
+print("  结果:", result)
+EOF
+  echo "✅ 完成"
+}
+
+# 进入交互式 shell
+cmd_sh() {
+  "${PY}" || true
+}
+
+# 帮助
+usage() {
+  awk 'NR >= 2 && /^#/ { sub(/^# ?/, ""); print; next } NR >= 2 && !/^#/ { exit }' "${BASH_SOURCE[0]}"
+}
+
+# ---- 入口 ----
+main() {
+  if [[ "$#" -eq 0 ]]; then
+    usage
+    exit 1
+  fi
+  local cmd="$1"; shift
+  case "${cmd}" in
+    cache-clear|cc)    cmd_cache_clear "$@" ;;
+    clean-expired)     cmd_clean_expired "$@" ;;
+    cache-count)       cmd_cache_count "$@" ;;
+    recollect)         cmd_recollect "$@" ;;
+    sh|shell|python)   cmd_sh "$@" ;;
+    help|-h|--help)    usage ;;
+    *)                 echo "❌ 未知命令: ${cmd}（./auvops.sh help 查看用法）" >&2; exit 1 ;;
+  esac
+}
+
+main "$@"

backend/database.py

@@ -37,6 +37,40 @@ CREATE TABLE IF NOT EXISTS cache (
   value TEXT NOT NULL,
   expires_at TEXT NOT NULL
 );
+
+CREATE TABLE IF NOT EXISTS daily_core_stocks (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,
+  stock_code TEXT NOT NULL,
+  stock_name TEXT NOT NULL,
+  f3 REAL,
+  cover_count INTEGER,
+  rank INTEGER,
+  created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, stock_code)
+);
+
+CREATE TABLE IF NOT EXISTS daily_core_stock_themes (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,
+  stock_code TEXT NOT NULL,
+  theme_code TEXT NOT NULL,
+  theme_name TEXT NOT NULL,
+  created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, stock_code, theme_code)
+);
+
+CREATE TABLE IF NOT EXISTS daily_top_themes (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,
+  theme_code TEXT NOT NULL,
+  theme_name TEXT NOT NULL,
+  bf3 REAL,
+  hot_rank INTEGER,
+  rank INTEGER,
+  created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, theme_code)
+);
 """
 
 

backend/main.py

@@ -1,3 +1,4 @@
+import asyncio
 import os
 from fastapi import FastAPI
 from fastapi.middleware.cors import CORSMiddleware
@@ -6,7 +7,8 @@ from contextlib import asynccontextmanager
 from dotenv import load_dotenv
 
 from database import init_db
-from routes import stock, collections, shares, sectors, themes
+from routes import stock, collections, shares, sectors, themes, core_stocks
+from services.daily_collector import collector_loop, cache_cleanup_loop
 
 load_dotenv()
 
@@ -14,7 +16,18 @@ load_dotenv()
 @asynccontextmanager
 async def lifespan(app: FastAPI):
     init_db()
-    yield
+    collector_task = asyncio.create_task(collector_loop())
+    cache_cleanup_task = asyncio.create_task(cache_cleanup_loop())
+    try:
+        yield
+    finally:
+        for t in (collector_task, cache_cleanup_task):
+            t.cancel()
+        for t in (collector_task, cache_cleanup_task):
+            try:
+                await t
+            except asyncio.CancelledError:
+                pass
 
 
 app = FastAPI(title="AUV API", version="1.0.0", lifespan=lifespan)
@@ -32,6 +45,7 @@ app.include_router(collections.router, prefix="/api/collections")
 app.include_router(shares.router, prefix="/api/share")
 app.include_router(sectors.router, prefix="/api/sectors")
 app.include_router(themes.router, prefix="/api/themes")
+app.include_router(core_stocks.router, prefix="/api/core-stocks")
 
 # 生产模式：后端同时托管前端静态文件
 # catch-all 路由在 API 路由之后注册，所以 API 优先级更高

backend/routes/core_stocks.py

@@ -0,0 +1,117 @@
+"""核心股历史接口：活跃核心股 + 指定日核心股/题材前20"""
+
+from datetime import date as date_cls
+
+from fastapi import APIRouter, Query
+from fastapi.responses import JSONResponse
+from database import get_connection, dict_from_row
+
+router = APIRouter()
+
+_NO_CACHE_HEADERS = {"Cache-Control": "no-store, no-cache, must-revalidate, max-age=0"}
+
+
+def _recent_trade_dates(conn, n: int = 10) -> list[str]:
+    """最近 n 个有数据的交易日（升序）"""
+    rows = conn.execute(
+        "SELECT DISTINCT trade_date FROM daily_core_stocks ORDER BY trade_date DESC LIMIT ?",
+        (n,),
+    ).fetchall()
+    return [r["trade_date"] for r in reversed(rows)]
+
+
+@router.get("/active", summary="活跃核心股 + 最近10日涨幅矩阵")
+async def active_core_stocks():
+    conn = get_connection()
+    try:
+        dates = _recent_trade_dates(conn, 10)
+        if not dates:
+            return JSONResponse({"dates": [], "stocks": []}, headers=_NO_CACHE_HEADERS)
+
+        # 窗口内出现过且最近一次出现距今天数 <= 10 个交易日
+        placeholders = ",".join("?" * len(dates))
+        rows = conn.execute(
+            f"""SELECT trade_date, stock_code, stock_name, f3, cover_count FROM daily_core_stocks
+                WHERE trade_date IN ({placeholders})
+                ORDER BY trade_date DESC, rank ASC""",
+            dates,
+        ).fetchall()
+
+        # 组装 per-stock:每日涨幅 + 出现次数 + 最近上榜
+        stock_days: dict[str, dict] = {}
+        for r in rows:
+            code = r["stock_code"]
+            s = stock_days.setdefault(code, {
+                "stockCode": code,
+                "stockName": r["stock_name"],
+                "coverCount": r["cover_count"],
+                "dailyGains": {},
+                "appearCount": 0,
+                "lastAppear": None,
+            })
+            s["dailyGains"][r["trade_date"]] = r["f3"]
+            s["appearCount"] += 1
+            if s["lastAppear"] is None or r["trade_date"] > s["lastAppear"]:
+                s["lastAppear"] = r["trade_date"]
+
+        stocks = list(stock_days.values())
+        # 稳定排序：先按出现次数降序，再按最近上榜日降序
+        stocks.sort(key=lambda x: x.get("lastAppear") or "", reverse=True)
+        stocks.sort(key=lambda x: -x["appearCount"])
+
+        # 一次性取窗口内全部题材关联，按 stock_code 分组（跨天题材去重）
+        themes_rows = conn.execute(
+            f"""SELECT stock_code, theme_code, theme_name FROM daily_core_stock_themes
+                WHERE trade_date IN ({placeholders})""",
+            dates,
+        ).fetchall()
+        themes_by_stock: dict[str, dict[str, dict]] = {}
+        for t in themes_rows:
+            per = themes_by_stock.setdefault(t["stock_code"], {})
+            per.setdefault(t["theme_code"], {"theme_code": t["theme_code"], "theme_name": t["theme_name"]})
+        for s in stocks:
+            s["themes"] = list(themes_by_stock.get(s["stockCode"], {}).values())
+
+        # daysSinceLastAppear:最近上榜距窗口最新交易日的自然日差(简单口径)
+        latest = dates[-1] if dates else None
+        for s in stocks:
+            if s.get("lastAppear") and latest:
+                try:
+                    d1 = date_cls.fromisoformat(latest)
+                    d2 = date_cls.fromisoformat(s["lastAppear"])
+                    s["daysSinceLastAppear"] = (d1 - d2).days
+                except ValueError:
+                    s["daysSinceLastAppear"] = 0
+            else:
+                s["daysSinceLastAppear"] = 0
+
+        return JSONResponse({"dates": dates, "stocks": stocks}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+
+
+@router.get("/history", summary="指定交易日核心股(含所属题材)")
+async def core_stock_history(date: str = Query(..., description="交易日 YYYY-MM-DD")):
+    conn = get_connection()
+    try:
+        rows = conn.execute(
+            "SELECT * FROM daily_core_stocks WHERE trade_date = ? ORDER BY rank ASC", (date,)
+        ).fetchall()
+        # 一次性取该日全部题材关联，按 stock_code 分组，避免逐股 N+1 查询
+        themes_rows = conn.execute(
+            "SELECT stock_code, theme_code, theme_name FROM daily_core_stock_themes WHERE trade_date = ?",
+            (date,),
+        ).fetchall()
+        themes_by_stock: dict[str, list] = {}
+        for t in themes_rows:
+            themes_by_stock.setdefault(t["stock_code"], []).append(
+                {"theme_code": t["theme_code"], "theme_name": t["theme_name"]}
+            )
+        items = []
+        for r in rows:
+            d = dict_from_row(r)
+            d["themes"] = themes_by_stock.get(d["stock_code"], [])
+            items.append(d)
+        return JSONResponse({"date": date, "items": items}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()

backend/routes/themes.py

@@ -2,6 +2,7 @@
 
 from fastapi import APIRouter, Query, HTTPException
 from fastapi.responses import JSONResponse
+from database import get_connection, dict_from_row
 from services import themes
 
 router = APIRouter()
@@ -38,6 +39,52 @@ async def theme_graph(
     return JSONResponse(result, headers=_NO_CACHE_HEADERS)
 
 
+@router.get("/history", summary="指定交易日题材涨幅前20")
+async def theme_history(date: str = Query(..., description="交易日 YYYY-MM-DD")):
+    conn = get_connection()
+    try:
+        rows = conn.execute(
+            "SELECT * FROM daily_top_themes WHERE trade_date = ? ORDER BY rank ASC", (date,)
+        ).fetchall()
+        items = [dict_from_row(r) for r in rows]
+        return JSONResponse({"date": date, "items": items}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+
+
+@router.get("/{theme_code}/news", summary="题材相关新闻（分页）")
+async def theme_news(
+    theme_code: str,
+    page_num: int = Query(1, ge=1, description="页码"),
+    page_size: int = Query(10, ge=1, le=50, description="每页条数"),
+    max_eu_time: str = Query("", description="分页游标（上一页返回的 maxEuTime）"),
+):
+    result = await themes.fetch_theme_news(theme_code, page_num, max_eu_time, page_size)
+    if result is None:
+        return JSONResponse(
+            {"data": None, "theme_code": theme_code},
+            headers=_NO_CACHE_HEADERS,
+        )
+    return JSONResponse(
+        {"data": result, "theme_code": theme_code},
+        headers=_NO_CACHE_HEADERS,
+    )
+
+
+@router.get("/{theme_code}/quote", summary="单题材实时行情（强度/热度/涨幅）")
+async def theme_quote(theme_code: str):
+    result = await themes.fetch_theme_quote(theme_code)
+    if result is None:
+        return JSONResponse(
+            {"data": None, "theme_code": theme_code},
+            headers=_NO_CACHE_HEADERS,
+        )
+    return JSONResponse(
+        {"data": result, "theme_code": theme_code},
+        headers=_NO_CACHE_HEADERS,
+    )
+
+
 @router.get("/{theme_code}/detail", summary="题材详情")
 async def theme_detail(theme_code: str):
     data = await themes.fetch_theme_detail(theme_code)

backend/services/cache.py

@@ -56,3 +56,13 @@ def clean_expired():
         conn.commit()
     finally:
         conn.close()
+
+
+def clear_all():
+    """清空全部缓存（每日开盘后 9:31 调用，保证当日数据全新）"""
+    conn = get_connection()
+    try:
+        conn.execute("DELETE FROM cache")
+        conn.commit()
+    finally:
+        conn.close()

backend/services/daily_collector.py

@@ -0,0 +1,233 @@
+"""每日热点数据采集：核心股前100 + 题材涨幅前20，收盘后自动入库
+
+由 main.lifespan 启动后台任务；幂等（按交易日 UNIQUE 去重）。
+"""
+
+import asyncio
+import traceback
+from datetime import datetime, time as dtime, timezone, timedelta
+from typing import Optional
+
+from database import get_connection
+from services.cache import clear_all
+from services.themes import fetch_theme_list, _build_theme_graph
+
+_CST = timezone(timedelta(hours=8))
+
+# 每天采集的后台任务：每 300 秒（5 分钟）检查一次
+CHECK_INTERVAL_SECONDS = 300
+COLLECT_AFTER_TIME = dtime(15, 0)  # 收盘后 15:00 开始允许采集
+CORE_STOCK_LIMIT = 100      # 题材领涨股涨幅前100
+TOP_THEME_LIMIT = 20        # 题材涨幅前20
+HOTMAP_TOP_N = 50           # 热点穿透采样题材数：涨幅榜+热度榜各取前50，合并（与热点穿透页一致）
+HOTMAP_CORE_LIMIT = 100     # 热点穿透核心股前100（按覆盖题材数降序）
+CORE_COVER_THRESHOLD = 2    # 热点穿透核心股门槛：覆盖题材数 ≥2
+
+# 每日缓存清理：交易日 9:31 清空全部缓存，保证开盘后数据全新
+CLEANUP_TIME = dtime(9, 31)
+
+
+def _is_trading_day(d: datetime) -> bool:
+    """仅按工作日判断：周一至周五视为交易日，不处理法定节假日"""
+    return d.weekday() < 5
+
+
+def _has_collected(trade_date: str) -> bool:
+    """当日核心股是否已采集"""
+    conn = get_connection()
+    try:
+        row = conn.execute(
+            "SELECT 1 FROM daily_core_stocks WHERE trade_date = ? LIMIT 1",
+            (trade_date,),
+        ).fetchone()
+        return row is not None
+    finally:
+        conn.close()
+
+
+async def collect_daily(trade_date: str, dry_run: bool = False) -> dict:
+    """采集指定交易日数据并入库。
+
+    核心股 = 题材领涨股涨幅前100 ∪ 热点穿透核心股（覆盖题材数≥2、按覆盖数降序前100），按股票代码去重。
+    热点穿透构建失败时降级为仅领涨股前100，不影响当日采集。
+
+    Args:
+        trade_date: YYYY-MM-DD
+        dry_run: True 只打印不写库（用于验证）
+
+    Returns:
+        {"core_count": int, "theme_count": int, "skipped": bool}
+    """
+    if _has_collected(trade_date):
+        print(f"[collector] {trade_date} 已采集，跳过")
+        return {"core_count": 0, "theme_count": 0, "skipped": True}
+
+    # 1. 拉取全部题材列表（含领涨股，作为当日全部股票的采样来源）
+    themes = await fetch_theme_list(1, False)
+    if not themes:
+        print(f"[collector] {trade_date} 题材列表为空（东财失败），跳过")
+        return {"core_count": 0, "theme_count": 0, "skipped": True}
+
+    # 领涨题材映射：securityCode -> [(themeCode, themeName), ...]（用于核心股"所属题材"）
+    lead_themes: dict[str, list[tuple[str, str]]] = {}
+    for t in themes:
+        code = t.get("securityCode")
+        if not code:
+            continue
+        lead_themes.setdefault(code, []).append((t["themeCode"], t["themeName"]))
+
+    # 2. 热点穿透核心股：覆盖题材数≥2，按覆盖题材数降序前100（去重）
+    #    _build_theme_graph 采样 涨幅榜+热度榜 各前 HOTMAP_TOP_N 个题材并拉每股覆盖题材数，
+    #    已按 (-coverCount, -f3) 降序；失败时降级为空集，仅保留领涨股。
+    hotmap_core: list[dict] = []
+    graph_theme_name: dict[str, str] = {}
+    try:
+        graph = await _build_theme_graph(1, HOTMAP_TOP_N)
+        graph_theme_name = {t["themeCode"]: t["themeName"] for t in graph.get("themes", [])}
+        hotmap_core = [
+            s for s in graph.get("stocks", [])
+            if s.get("coverCount", 0) >= CORE_COVER_THRESHOLD
+        ][:HOTMAP_CORE_LIMIT]
+    except Exception as e:
+        print(f"[collector] 热点穿透核心股构建失败，降级为仅领涨股: {e}")
+
+    # 3. 题材领涨股涨幅前100：按领涨股 f3 降序，去重（同一股票可能是多个题材领涨股）
+    stock_map: dict[str, dict] = {}
+    theme_count: dict[str, int] = {}  # securityCode -> 领涨题材数
+    for t in themes:
+        code = t.get("securityCode")
+        if not code:
+            continue
+        theme_count[code] = theme_count.get(code, 0) + 1
+        if code not in stock_map or (t.get("f3") or 0) > (stock_map[code].get("f3") or 0):
+            stock_map[code] = {
+                "stock_code": code,
+                "stock_name": t.get("securityName", ""),
+                "f3": t.get("f3"),
+            }
+    f3_core = sorted(stock_map.values(), key=lambda x: -(x["f3"] or 0))[:CORE_STOCK_LIMIT]
+
+    # 4. 题材涨幅前20：bf3 降序
+    top_themes = sorted(themes, key=lambda x: -(x.get("bf3") or 0))[:TOP_THEME_LIMIT]
+
+    # 5. 合并去重：热点穿透核心股在前（覆盖数降序，rank 优先），随后补领涨股涨幅前100
+    core_stocks: list[dict] = []
+    seen: set[str] = set()
+    theme_pairs: set[tuple[str, str, str]] = set()  # (stock_code, theme_code, theme_name)
+
+    for s in hotmap_core:
+        code = s["securityCode"]
+        seen.add(code)
+        core_stocks.append({
+            "stock_code": code,
+            "stock_name": s.get("securityName", ""),
+            "f3": s.get("f3"),
+            "cover_count": s.get("coverCount", 0),
+        })
+        # 所属题材：采样榜内覆盖的题材 + 全量题材列表中的领涨题材
+        for tc in s.get("themeCodes", []):
+            theme_pairs.add((code, tc, graph_theme_name.get(tc, tc)))
+        for tc, tn in lead_themes.get(code, []):
+            theme_pairs.add((code, tc, tn))
+
+    for s in f3_core:
+        code = s["stock_code"]
+        if code in seen:
+            continue
+        seen.add(code)
+        core_stocks.append({
+            "stock_code": code,
+            "stock_name": s["stock_name"],
+            "f3": s["f3"],
+            "cover_count": theme_count.get(code, 0),
+        })
+        for tc, tn in lead_themes.get(code, []):
+            theme_pairs.add((code, tc, tn))
+
+    if dry_run:
+        print(f"[collector] {trade_date} 核心股 {len(core_stocks)} 只（热点穿透 {len(hotmap_core)} + 领涨股 {len(f3_core)}），题材前20 {len(top_themes)} 只")
+        return {"core_count": len(core_stocks), "theme_count": len(top_themes), "skipped": False}
+
+    # 6. 入库（事务，UNIQUE 幂等）
+    conn = get_connection()
+    try:
+        for i, s in enumerate(core_stocks, start=1):
+            conn.execute(
+                "INSERT OR IGNORE INTO daily_core_stocks (trade_date, stock_code, stock_name, f3, cover_count, rank) VALUES (?,?,?,?,?,?)",
+                (trade_date, s["stock_code"], s["stock_name"], s["f3"], s["cover_count"], i),
+            )
+        for code, tc, tn in theme_pairs:
+            conn.execute(
+                "INSERT OR IGNORE INTO daily_core_stock_themes (trade_date, stock_code, theme_code, theme_name) VALUES (?,?,?,?)",
+                (trade_date, code, tc, tn),
+            )
+        for i, t in enumerate(top_themes, start=1):
+            conn.execute(
+                "INSERT OR IGNORE INTO daily_top_themes (trade_date, theme_code, theme_name, bf3, hot_rank, rank) VALUES (?,?,?,?,?,?)",
+                (trade_date, t["themeCode"], t["themeName"], t.get("bf3"), t.get("hotRank"), i),
+            )
+        conn.commit()
+    finally:
+        conn.close()
+
+    print(f"[collector] {trade_date} 已采集：核心股 {len(core_stocks)} 只，题材前20 {len(top_themes)} 只")
+    return {"core_count": len(core_stocks), "theme_count": len(top_themes), "skipped": False}
+
+
+async def collector_loop(stop: Optional[asyncio.Event] = None) -> None:
+    """后台循环：每个交易日 15:00 后自动采集当日数据（幂等）"""
+    while True:
+        try:
+            now = datetime.now(_CST)
+            if _is_trading_day(now) and now.time() >= COLLECT_AFTER_TIME:
+                trade_date = now.strftime("%Y-%m-%d")
+                if not _has_collected(trade_date):
+                    await collect_daily(trade_date)
+        except Exception:
+            print("[collector] 采集异常：")
+            traceback.print_exc()
+        if stop is not None and stop.is_set():
+            break
+        await asyncio.sleep(CHECK_INTERVAL_SECONDS)
+
+
+def _next_cleanup_dt(now: datetime) -> datetime:
+    """计算下一个缓存清理时刻：最近一个工作日 9:31（今天已过则取下一个工作日）"""
+    for days in range(0, 8):
+        d = (now + timedelta(days=days)).date()
+        if d.weekday() >= 5:  # 跳过周末
+            continue
+        dt = datetime(d.year, d.month, d.day, CLEANUP_TIME.hour, CLEANUP_TIME.minute, tzinfo=_CST)
+        if dt > now:
+            return dt
+    return now + timedelta(days=1)  # 兜底：理论不可达
+
+
+async def cache_cleanup_loop(stop: Optional[asyncio.Event] = None) -> None:
+    """后台循环：每个交易日 9:31 清空全部缓存，保证开盘后读到全新数据
+
+    到点前精确 sleep 至 9:31；若进程在 9:31 后启动，则等下一个交易日。
+    """
+    while True:
+        try:
+            now = datetime.now(_CST)
+            next_dt = _next_cleanup_dt(now)
+            delay = max(0, int((next_dt - now).total_seconds()))
+            if stop is not None:
+                try:
+                    await asyncio.wait_for(stop.wait(), timeout=delay)
+                except asyncio.TimeoutError:
+                    pass  # 到点
+                if stop.is_set():
+                    break
+            else:
+                await asyncio.sleep(delay)
+
+            clear_all()
+            print(f"[cache-cleanup] 已清空全部缓存: {datetime.now(_CST).strftime('%Y-%m-%d %H:%M:%S')}")
+        except asyncio.CancelledError:
+            raise
+        except Exception:
+            print("[cache-cleanup] 清理异常：")
+            traceback.print_exc()
+            await asyncio.sleep(60)  # 出错 1 分钟后再试

backend/services/themes.py

@@ -30,12 +30,23 @@ _PZ_CDN_URL = "https://emcfgdata.securities.eastmoney.com"
 _APP_KEY_INDEX = "rn-themeIndex"
 _APP_KEY_DETAIL = "rn-themeDetail"
 
+# 完整浏览器请求头：生产实测东财对缺 sec-* 头的移动端包装结构请求会 403，
+# 补齐真实 Chrome 头 + client="web" 后正常返回
 _HEADERS = {
-    "User-Agent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/131.0.0.0 Safari/537.36",
-    "Origin": "https://emrnweb.eastmoney.com",
-    "Referer": "https://emrnweb.eastmoney.com/",
-    "Accept": "application/json",
+    "Accept": "application/json, text/plain, */*",
     "Accept-Language": "zh-CN,zh;q=0.9",
+    "Content-Type": "application/json;charset=UTF-8",
+    "DNT": "1",
+    "Origin": "https://emrnweb.eastmoney.com",
+    "Priority": "u=1, i",
+    "Referer": "https://emrnweb.eastmoney.com/",
+    "Sec-Ch-Ua": '"Not=A?Brand";v="99", "Google Chrome";v="151", "Chromium";v="151"',
+    "Sec-Ch-Ua-Mobile": "?0",
+    "Sec-Ch-Ua-Platform": '"macOS"',
+    "Sec-Fetch-Dest": "empty",
+    "Sec-Fetch-Mode": "cors",
+    "Sec-Fetch-Site": "same-site",
+    "User-Agent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/151.0.0.0 Safari/537.36",
 }
 
 # ---- 交易时段感知缓存 ----
@@ -77,9 +88,14 @@ def _next_open_delta_seconds() -> int:
     return 0
 
 
+# 盘中题材列表短缓存：题材热点页与热点穿透聚合共用同一份缓存，避免重复拉全量列表打东财。
+# 120s 长于热点穿透图缓存(60s)，图重建时必然命中且更新频率更低，两页数据更稳。
+_LIST_CACHE_SECONDS = 120
+
+
 def _list_ttl_seconds() -> int:
-    """题材列表缓存秒数：交易时段 0（不缓存、实时拉取）；非交易时段缓存到下次开盘前失效"""
-    return 0 if _is_trading_time() else _next_open_delta_seconds()
+    """题材列表缓存秒数：交易时段 120s 短缓存；非交易时段缓存到下次开盘前失效"""
+    return _LIST_CACHE_SECONDS if _is_trading_time() else _next_open_delta_seconds()
 
 
 # ---- 请求封装 ----
@@ -89,7 +105,7 @@ def _build_payload(args: Optional[dict] = None, app_key: str = _APP_KEY_INDEX) -
     return {
         "args": args or {},
         "appKey": app_key,
-        "client": "iOS",
+        "client": "web",  # 生产实测 iOS client 会 403，web + 完整浏览器头正常
         "clientVersion": "8.3",
         "clientType": "cfw",
         "randomCode": "".join(random.choices(string.ascii_uppercase + string.ascii_lowercase + string.digits, k=16)),
@@ -148,11 +164,10 @@ async def fetch_theme_list(sort_field: int = 1, asc: bool = False) -> list[dict]
         asc: True=升序, False=降序
     """
     cache_key = f"theme_list:{sort_field}:{asc}"
-    # 交易时段强制实时：跳过缓存读取，避免命中非交易时段写入的上个交易日旧数据
-    if not _is_trading_time():
-        cached = get_cache(cache_key)
-        if cached is not None:
-            return json.loads(cached)
+    # 统一读缓存（盘中 TTL=120s 短缓存，非盘中缓存到下次开盘前失效），避免重复拉全量列表打东财
+    cached = get_cache(cache_key)
+    if cached is not None:
+        return json.loads(cached)
 
     sort = 1 if asc else -1
     # hotRank 数值越小越热，"热度降序(最热在前)" 需反转为接口升序
@@ -359,7 +374,7 @@ async def _build_theme_graph(sort_field: int, top_n: int) -> dict:
 
     return {
         "themes": [
-            {"themeCode": t["themeCode"], "themeName": t["themeName"], "stockCount": t["stockCount"]}
+            {"themeCode": t["themeCode"], "themeName": t["themeName"], "stockCount": t["stockCount"], "bf3": t.get("bf3")}
             for t in theme_map.values()
         ],
         "stocks": stocks,
@@ -399,10 +414,11 @@ async def _rebuild_task(cache_key: str, sort_field: int, top_n: int, lock: async
 
 
 async def fetch_theme_graph(sort_field: int = 1, top_n: int = 30, limit: int = 1000) -> dict:
-    """获取热点穿透图数据（盘中 60s 缓存 + stale-while-revalidate）
+    """获取热点穿透图数据（盘中 60s 缓存，盘中过期同步重建，非盘中 stale-while-revalidate）
 
-    缓存命中且未过期 → 直接返回；已过期 → 返回旧数据并后台异步重建（秒开）；
-    无缓存 → 同步构建（并发下加锁去重）。返回前按 limit 裁剪 stocks。
+    缓存新鲜 → 直接返回；
+    非交易时段过期 → 返回旧数据并后台异步重建（秒开，非盘中行情无实时变化，旧值可接受）；
+    交易时段过期 / 无缓存 → 同步重建（加锁去重），绝不返回上个交易日的旧图。
 
     Args:
         sort_field: 题材排序 1=涨幅, 4=热度
@@ -412,21 +428,75 @@ async def fetch_theme_graph(sort_field: int = 1, top_n: int = 30, limit: int = 1
     cache_key = f"theme_graph:{sort_field}:{top_n}"
 
     data, expires_at = _get_graph_cache(cache_key)
-    if data is not None:
-        # 有缓存：新鲜直接返回；过期返回旧数据并后台刷新
-        if not (expires_at and expires_at > time.time()):
-            _spawn_rebuild(cache_key, sort_field, top_n)
+    if data is not None and expires_at and expires_at > time.time():
+        # 缓存新鲜 → 直接返回
         return _trim_graph_result(data, limit)
 
-    # 无缓存：同步构建（并发下加锁去重）
+    # 非交易时段过期：行情无实时变化，先返回旧值（秒开），后台异步重建
+    if data is not None and not _is_trading_time():
+        _spawn_rebuild(cache_key, sort_field, top_n)
+        return _trim_graph_result(data, limit)
+
+    # 交易时段过期 / 无缓存：同步重建，加锁去重
     lock = _REBUILD_LOCKS.setdefault(cache_key, asyncio.Lock())
     async with lock:
         data, expires_at = _get_graph_cache(cache_key)
-        if data is not None:
-            # 等待锁期间已被其他请求写入
-            if not (expires_at and expires_at > time.time()):
-                _spawn_rebuild(cache_key, sort_field, top_n)
+        if data is not None and expires_at and expires_at > time.time():
+            # 等待锁期间已被其他请求刷新
             return _trim_graph_result(data, limit)
         data = await _build_theme_graph(sort_field, top_n)
         _set_graph_cache(cache_key, data)
         return _trim_graph_result(data, limit)
+
+
+# ---- 题材相关新闻（分页） ----
+
+_NEWS_PAGE_SIZE = 10
+
+
+async def fetch_theme_news(theme_code: str, page_num: int = 1, max_eu_time: str = "", page_size: int = _NEWS_PAGE_SIZE) -> Optional[dict]:
+    """获取题材相关新闻（分页），返回 {total, maxEuTime, list}
+
+    maxEuTime 为游标：上一页返回的 maxEuTime 作为下一页入参，首页传空串。
+    盘中 60s 短缓存（与图缓存同频）；非盘中缓存到下次开盘前失效。
+    """
+    cache_key = f"theme_news:{theme_code}:{page_num}:{max_eu_time}:{page_size}"
+    cached = get_cache(cache_key)
+    if cached is not None:
+        return json.loads(cached)
+
+    data = await _post(
+        "/api/themeInvest/getThemeRelatedNews",
+        {"themeCode": theme_code, "pageNum": page_num, "maxEuTime": max_eu_time, "pageSize": page_size},
+        app_key=_APP_KEY_DETAIL,
+    )
+    if not data:
+        return None
+
+    ttl_s = _graph_ttl_seconds()
+    if ttl_s > 0:
+        set_cache(cache_key, json.dumps(data, ensure_ascii=False), ttl_seconds=ttl_s)
+    return data
+
+
+# ---- 单题材实时行情（强度/热度/涨幅） ----
+
+async def fetch_theme_quote(theme_code: str) -> Optional[dict]:
+    """获取单题材实时行情（strengthValue/hotValue/f3），盘中 60s 短缓存"""
+    cache_key = f"theme_quote:{theme_code}"
+    cached = get_cache(cache_key)
+    if cached is not None:
+        return json.loads(cached)
+
+    data = await _post(
+        "/api/themeInvest/getSingleThemeQuote",
+        {"themeCode": theme_code},
+        app_key=_APP_KEY_DETAIL,
+    )
+    if not data:
+        return None
+
+    ttl_s = _graph_ttl_seconds()
+    if ttl_s > 0:
+        set_cache(cache_key, json.dumps(data, ensure_ascii=False), ttl_seconds=ttl_s)
+    return data

docs/superpowers/plans/2026-08-10-daily-core-stock-history.md

@@ -0,0 +1,704 @@
+# 每日核心股/题材历史 + 活跃核心股滚动表格 — 实现计划
+
+> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
+
+**Goal:** 每日收盘后采集核心股前100(按涨幅)+所属题材、题材涨幅前20存历史,并提供「活跃核心股×最近10个A股交易日」涨幅矩阵展示页。
+
+**Architecture:** 后端新增 asyncio 后台定时采集任务(`lifespan` 启动),复用现有 `services/themes.py` 的 `fetch_theme_list`/`fetch_theme_graph` 拿数据,写入 3 张新表;新增 `GET /api/core-stocks/active` 接口计算活跃窗口;前端新增 `/core-stocks` 路由渲染股票×10日涨幅矩阵。
+
+**Tech Stack:** Python 3.11 / FastAPI / SQLite(现有) / React 18 / TanStack Router + Query / TypeScript
+
+**参考现有代码:**
+- 数据源封装:`backend/services/themes.py`(`fetch_theme_list` 返回 `[{themeCode, themeName, securityName, securityCode, f3, bf3, hotRank, hotValue, hotValueUpLimit, strengthValue, fex5, label}]`,约 623 个题材)
+- 数据库:`backend/database.py`(`SCHEMA_SQL` + `init_db()` + `get_connection()`)
+- 路由范式:`backend/routes/shares.py`(`get_connection()` + `dict_from_row`)
+- 前端 API 范式:`src/lib/theme-api.ts`(`getApiBaseUrl()` + `fetch`)
+- 前端页面范式:`src/routes/themes.tsx`(顶栏 + 卡片网格 + React Query)
+- 涨跌配色:红涨绿跌 `text-red-500` / `text-green-500`
+
+---
+
+## 文件结构
+
+| 文件 | 动作 | 职责 |
+|---|---|---|
+| `backend/database.py` | 修改 | 追加 3 张表 DDL |
+| `backend/services/daily_collector.py` | 新建 | 后台定时采集 + 幂等入库 |
+| `backend/routes/core_stocks.py` | 新建 | `/api/core-stocks/active` 等历史接口 |
+| `backend/main.py` | 修改 | lifespan 启动采集任务 + 挂载路由 |
+| `src/lib/core-stock-api.ts` | 新建 | 前端 API 客户端 |
+| `src/routes/core-stocks.tsx` | 新建 | 展示页 |
+| `src/routes/themes.tsx` | 修改 | 加入口链接 |
+| `src/routes/hot-map.tsx` | 修改 | 加入口链接 |
+| `backend/verify_collector.py` | 新建(临时) | 验证脚本,跑完删除 |
+
+---
+
+### Task 1: 数据库 — 追加 3 张表
+
+**Files:**
+- Modify: `backend/database.py`(在 `SCHEMA_SQL` 末尾追加)
+
+- [ ] **Step 1: 修改 `SCHEMA_SQL`,追加建表语句**
+
+在 `backend/database.py` 的 `SCHEMA_SQL` 字符串中,`cache` 表定义后追加:
+
+```python
+CREATE TABLE IF NOT EXISTS daily_core_stocks (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,
+  stock_code TEXT NOT NULL,
+  stock_name TEXT NOT NULL,
+  f3 REAL,
+  cover_count INTEGER,
+  rank INTEGER,
+  created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, stock_code)
+);
+
+CREATE TABLE IF NOT EXISTS daily_core_stock_themes (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,
+  stock_code TEXT NOT NULL,
+  theme_code TEXT NOT NULL,
+  theme_name TEXT NOT NULL,
+  created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, stock_code, theme_code)
+);
+
+CREATE TABLE IF NOT EXISTS daily_top_themes (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,
+  theme_code TEXT NOT NULL,
+  theme_name TEXT NOT NULL,
+  bf3 REAL,
+  hot_rank INTEGER,
+  rank INTEGER,
+  created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, theme_code)
+);
+```
+
+- [ ] **Step 2: 运行验证建表**
+
+```bash
+cd backend && ./venv/bin/python -c "from database import init_db; init_db(); from database import get_connection; c=get_connection(); t=[r['name'] for r in c.execute(\"SELECT name FROM sqlite_master WHERE type='table' AND name LIKE 'daily_%'\")]; print(t); c.close()"
+```
+
+Expected: `['daily_core_stocks', 'daily_core_stock_themes', 'daily_top_themes']`
+
+- [ ] **Step 3: 提交**
+
+```bash
+git add backend/database.py && git commit -m "feat: 新增每日核心股/题材历史 3 张表"
+```
+
+---
+
+### Task 2: 采集服务 `backend/services/daily_collector.py`
+
+**Files:**
+- Create: `backend/services/daily_collector.py`
+
+- [ ] **Step 1: 新建采集服务**
+
+```python
+"""每日热点数据采集：核心股前100 + 题材涨幅前20，收盘后自动入库
+
+由 main.lifespan 启动后台任务；幂等（按交易日 UNIQUE 去重）。
+"""
+
+import asyncio
+from datetime import datetime, time as dtime, timezone, timedelta
+from typing import Optional
+
+from database import get_connection
+from services.themes import fetch_theme_list
+
+_CST = timezone(timedelta(hours=8))
+
+# 每天采集的后台任务：每 CHECK_INTERVAL 分钟检查一次
+CHECK_INTERVAL_SECONDS = 300
+COLLECT_AFTER_TIME = dtime(15, 0)  # 收盘后 15:00 开始允许采集
+CORE_STOCK_LIMIT = 100  # 核心股前100
+TOP_THEME_LIMIT = 20   # 题材涨幅前20
+
+
+def _is_trading_day(d: datetime) -> bool:
+    """周一至周五视为交易日（与 themes._is_trading_time 一致，不处理法定节假日）"""
+    return d.weekday() < 5
+
+
+def _has_collected(trade_date: str) -> bool:
+    """当日核心股是否已采集"""
+    conn = get_connection()
+    try:
+        row = conn.execute(
+            "SELECT 1 FROM daily_core_stocks WHERE trade_date = ? LIMIT 1",
+            (trade_date,),
+        ).fetchone()
+        return row is not None
+    finally:
+        conn.close()
+
+
+async def collect_daily(trade_date: str, dry_run: bool = False) -> dict:
+    """采集指定交易日数据并入库。
+
+    Args:
+        trade_date: YYYY-MM-DD
+        dry_run: True 只打印不写库（用于验证）
+
+    Returns:
+        {"core_count": int, "theme_count": int, "skipped": bool}
+    """
+    if _has_collected(trade_date):
+        print(f"[collector] {trade_date} 已采集，跳过")
+        return {"core_count": 0, "theme_count": 0, "skipped": True}
+
+    # 1. 拉取全部题材列表（含领涨股，作为当日全部股票的采样来源）
+    themes = await fetch_theme_list(1, False)
+    if not themes:
+        print(f"[collector] {trade_date} 题材列表为空（东财失败），跳过")
+        return {"core_count": 0, "theme_count": 0, "skipped": True}
+
+    # 2. 核心股前100：按领涨股 f3 降序，去重（同一股票可能是多个题材领涨股）
+    stock_map: dict[str, dict] = {}
+    for t in themes:
+        code = t.get("securityCode")
+        if not code:
+            continue
+        if code not in stock_map or (t.get("f3") or 0) > (stock_map[code].get("f3") or 0):
+            stock_map[code] = {
+                "stock_code": code,
+                "stock_name": t.get("securityName", ""),
+                "f3": t.get("f3"),
+            }
+    core_stocks = sorted(
+        stock_map.values(), key=lambda x: -(x["f3"] or 0)
+    )[:_CORE_STOCK_LIMIT]
+
+    # 3. 题材涨幅前20：bf3 降序
+    top_themes = sorted(themes, key=lambda x: -(x.get("bf3") or 0))[:_TOP_THEME_LIMIT]
+
+    if dry_run:
+        print(f"[collector] {trade_date} 核心股 {len(core_stocks)} 只，题材前20 {len(top_themes)} 只")
+        return {"core_count": len(core_stocks), "theme_count": len(top_themes), "skipped": False}
+
+    # 4. 入库（事务，UNIQUE 幂等）
+    conn = get_connection()
+    try:
+        for i, s in enumerate(core_stocks, start=1):
+            conn.execute(
+                "INSERT OR IGNORE INTO daily_core_stocks (trade_date, stock_code, stock_name, f3, rank) VALUES (?,?,?,?,?)",
+                (trade_date, s["stock_code"], s["stock_name"], s["f3"], i),
+            )
+        for i, t in enumerate(top_themes, start=1):
+            conn.execute(
+                "INSERT OR IGNORE INTO daily_top_themes (trade_date, theme_code, theme_name, bf3, hot_rank, rank) VALUES (?,?,?,?,?,?)",
+                (trade_date, t["themeCode"], t["themeName"], t.get("bf3"), t.get("hotRank"), i),
+            )
+        conn.commit()
+    finally:
+        conn.close()
+
+    print(f"[collector] {trade_date} 已采集：核心股 {len(core_stocks)} 只，题材前20 {len(top_themes)} 只")
+    return {"core_count": len(core_stocks), "theme_count": len(top_themes), "skipped": False}
+
+
+async def collector_loop(stop: Optional[asyncio.Event] = None) -> None:
+    """后台循环：每个交易日 15:00 后自动采集当日数据（幂等）"""
+    while True:
+        try:
+            now = datetime.now(_CST)
+            if _is_trading_day(now) and now.time() >= COLLECT_AFTER_TIME:
+                trade_date = now.strftime("%Y-%m-%d")
+                if not _has_collected(trade_date):
+                    await collect_daily(trade_date)
+        except Exception as e:
+            print(f"[collector] 采集异常: {e}")
+        if stop is not None and stop.is_set():
+            break
+        await asyncio.sleep(CHECK_INTERVAL_SECONDS)
+```
+
+> 注:上面代码中 `_CORE_STOCK_LIMIT` 应为 `CORE_STOCK_LIMIT`(变量名一致),下面 Step 2 统一修正。
+
+- [ ] **Step 2: 修正变量名并运行验证脚本**
+
+在 `collect_daily` 中 `[_CORE_STOCK_LIMIT]` 改为 `[CORE_STOCK_LIMIT]`。
+
+验证(dry_run 不写库):
+
+```bash
+cd backend && ./venv/bin/python -c "
+import asyncio, sys
+sys.path.insert(0, '.')
+from services.daily_collector import collect_daily
+async def main():
+    r = await collect_daily('2026-08-10', dry_run=True)
+    print(r)
+asyncio.run(main())
+"
+```
+
+Expected: 输出核心股数量(几十只)与题材数 10,`skipped: False`(首次)。
+
+- [ ] **Step 3: 验证幂等(入库后再跑应 skipped)**
+
+```bash
+cd backend && ./venv/bin/python -c "
+import asyncio, sys
+sys.path.insert(0, '.')
+from services.daily_collector import collect_daily
+async def main():
+    r = await collect_daily('2026-08-10', dry_run=False)  # 真实入库
+    print(r)
+    r2 = await collect_daily('2026-08-10', dry_run=False)  # 再次 → skipped
+    print(r2)
+asyncio.run(main())
+"
+```
+
+Expected: 第一次入库,第二次 `skipped: True`。
+
+- [ ] **Step 4: 提交**
+
+```bash
+git add backend/services/daily_collector.py && git commit -m "feat: 每日核心股/题材采集服务(幂等)"
+```
+
+---
+
+### Task 3: 历史接口 `backend/routes/core_stocks.py`
+
+**Files:**
+- Create: `backend/routes/core_stocks.py`
+
+- [ ] **Step 1: 新建路由**
+
+```python
+"""核心股历史接口：活跃核心股 + 指定日核心股/题材前20"""
+
+from fastapi import APIRouter, Query
+from fastapi.responses import JSONResponse
+from database import get_connection, dict_from_row
+
+router = APIRouter()
+
+_NO_CACHE_HEADERS = {"Cache-Control": "no-store, no-cache, must-revalidate, max-age=0"}
+
+
+def _recent_trade_dates(conn, n: int = 10) -> list[str]:
+    """最近 n 个有数据的交易日（升序）"""
+    rows = conn.execute(
+        "SELECT DISTINCT trade_date FROM daily_core_stocks ORDER BY trade_date DESC LIMIT ?",
+        (n,),
+    ).fetchall()
+    return [r["trade_date"] for r in reversed(rows)]
+
+
+@router.get("/active", summary="活跃核心股 + 最近10日涨幅矩阵")
+async def active_core_stocks():
+    conn = get_connection()
+    try:
+        dates = _recent_trade_dates(conn, 10)
+        if not dates:
+            return JSONResponse({"dates": [], "stocks": []}, headers=_NO_CACHE_HEADERS)
+
+        # 窗口内出现过且最近一次出现距今天数 <= 10 个交易日
+        placeholders = ",".join("?" * len(dates))
+        rows = conn.execute(
+            f"""SELECT trade_date, stock_code, stock_name, f3 FROM daily_core_stocks
+                WHERE trade_date IN ({placeholders})
+                ORDER BY trade_date DESC, rank ASC""",
+            dates,
+        ).fetchall()
+
+        # 组装 per-stock:每日涨幅 + 出现次数 + 最近上榜
+        from collections import OrderedDict
+        stock_days: dict[str, dict] = {}
+        for r in rows:
+            code = r["stock_code"]
+            s = stock_days.setdefault(code, {
+                "stockCode": code,
+                "stockName": r["stock_name"],
+                "dailyGains": {},
+                "appearCount": 0,
+                "lastAppear": None,
+            })
+            s["dailyGains"][r["trade_date"]] = r["f3"]
+            s["appearCount"] += 1
+            if s["lastAppear"] is None or r["trade_date"] > s["lastAppear"]:
+                s["lastAppear"] = r["trade_date"]
+
+        stocks = list(stock_days.values())
+        stocks.sort(key=lambda x: (-x["appearCount"], -(x.get("lastAppear") or "")))
+        return JSONResponse({"dates": dates, "stocks": stocks}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+
+
+@router.get("/history", summary="指定交易日核心股(含所属题材)")
+async def core_stock_history(date: str = Query(..., description="交易日 YYYY-MM-DD")):
+    conn = get_connection()
+    try:
+        rows = conn.execute(
+            "SELECT * FROM daily_core_stocks WHERE trade_date = ? ORDER BY rank ASC", (date,)
+        ).fetchall()
+        items = []
+        for r in rows:
+            d = dict_from_row(r)
+            themes = conn.execute(
+                "SELECT theme_code, theme_name FROM daily_core_stock_themes WHERE trade_date = ? AND stock_code = ?",
+                (date, d["stock_code"]),
+            ).fetchall()
+            d["themes"] = [dict(t) for t in themes]
+            items.append(d)
+        return JSONResponse({"date": date, "items": items}, headers=_NO_CACHE_HEADERS)
+    finally:
+        conn.close()
+```
+
+- [ ] **Step 2: 验证 active 接口(用 Task 2 入库的数据)**
+
+```bash
+cd backend && ./venv/bin/python -c "
+import sys; sys.path.insert(0, '.')
+from routes.core_stocks import active_core_stocks
+import asyncio
+async def main():
+    r = await active_core_stocks()
+    print('dates:', r.body[:200] if hasattr(r,'body') else r)
+asyncio.run(main())
+"
+```
+
+> 上面直接调函数拿的是 JSONResponse,验证方式见 Step 3(直接查库验证逻辑更直观)。
+
+- [ ] **Step 3: 验证窗口计算(直接查库,核对数据结构)**
+
+```bash
+cd backend && ./venv/bin/python -c "
+import sys; sys.path.insert(0, '.')
+from database import get_connection
+conn = get_connection()
+dates = [r['trade_date'] for r in conn.execute('SELECT DISTINCT trade_date FROM daily_core_stocks ORDER BY trade_date DESC LIMIT 10').fetchall()]
+print('最近日期:', dates)
+rows = conn.execute('SELECT COUNT(*) AS n FROM daily_core_stocks').fetchone()
+print('总记录:', rows['n'])
+conn.close()
+"
+```
+
+Expected: 打印最近日期列表(1 个日期)和总记录数(与核心股数一致)。
+
+- [ ] **Step 4: 提交**
+
+```bash
+git add backend/routes/core_stocks.py && git commit -m "feat: 核心股历史/活跃接口"
+```
+
+---
+
+### Task 4: 挂载路由 + 启动采集任务 `backend/main.py`
+
+**Files:**
+- Modify: `backend/main.py`
+
+- [ ] **Step 1: 修改 main.py**
+
+在 `from routes import ...` 加 `core_stocks`,lifespan 里启动采集任务,注册路由:
+
+```python
+from routes import stock, collections, shares, sectors, themes, core_stocks
+from services.daily_collector import collector_loop
+
+
+@asynccontextmanager
+async def lifespan(app: FastAPI):
+    init_db()
+    task = asyncio.create_task(collector_loop())
+    try:
+        yield
+    finally:
+        task.cancel()
+```
+
+并在 `app.include_router` 区加:
+
+```python
+app.include_router(core_stocks.router, prefix="/api/core-stocks")
+```
+
+> 注意:需确保 `import asyncio` 在文件顶部。lifespan 里 `yield` 前启动任务,`finally` 里 cancel,符合 FastAPI 生命周期。
+
+- [ ] **Step 2: 语法检查**
+
+```bash
+cd backend && ./venv/bin/python -c "import ast; ast.parse(open('main.py').read()); print('语法 OK')"
+```
+
+Expected: `语法 OK`
+
+- [ ] **Step 3: 启动服务冒烟测试**
+
+```bash
+cd backend && (./venv/bin/python -m uvicorn main:app --port 8000 &) && sleep 3 && curl -s "http://localhost:8000/api/core-stocks/active" | head -c 300; echo; kill %1 2>/dev/null
+```
+
+Expected: 返回 `{"dates": [...], "stocks": [...]}` JSON(至少含 Task 2 入库的当日数据)。
+
+- [ ] **Step 4: 提交**
+
+```bash
+git add backend/main.py && git commit -m "feat: 挂载核心股路由并启动采集任务"
+```
+
+---
+
+### Task 5: 前端 API 客户端 `src/lib/core-stock-api.ts`
+
+**Files:**
+- Create: `src/lib/core-stock-api.ts`
+
+- [ ] **Step 1: 新建 API 客户端**
+
+```typescript
+// 核心股历史数据获取工具
+import { getApiBaseUrl } from "@/lib/api-client";
+
+export interface ActiveCoreStock {
+  stockCode: string;
+  stockName: string;
+  dailyGains: Record<string, number>; // 日期 -> 当日涨幅
+  appearCount: number;
+  lastAppear: string | null;
+}
+
+export interface ActiveCoreStocksResponse {
+  dates: string[];
+  stocks: ActiveCoreStock[];
+}
+
+export interface CoreStockHistoryItem {
+  id: number;
+  trade_date: string;
+  stock_code: string;
+  stock_name: string;
+  f3: number | null;
+  cover_count: number | null;
+  rank: number;
+  themes: { theme_code: string; theme_name: string }[];
+}
+
+export interface CoreStockHistoryResponse {
+  date: string;
+  items: CoreStockHistoryItem[];
+}
+
+/** 获取活跃核心股 + 最近10日涨幅矩阵 */
+export async function fetchActiveCoreStocks(): Promise<ActiveCoreStocksResponse> {
+  const baseUrl = getApiBaseUrl();
+  const resp = await fetch(`${baseUrl}/api/core-stocks/active`, { method: "GET", cache: "no-store" });
+  if (!resp.ok) return { dates: [], stocks: [] };
+  return resp.json();
+}
+
+/** 获取指定交易日核心股(含所属题材) */
+export async function fetchCoreStockHistory(date: string): Promise<CoreStockHistoryResponse | null> {
+  const baseUrl = getApiBaseUrl();
+  const resp = await fetch(`${baseUrl}/api/core-stocks/history?date=${date}`, { method: "GET", cache: "no-store" });
+  if (!resp.ok) return null;
+  return resp.json();
+}
+```
+
+- [ ] **Step 2: 提交**
+
+```bash
+git add src/lib/core-stock-api.ts && git commit -m "feat: 核心股历史前端 API 客户端"
+```
+
+---
+
+### Task 6: 展示页 `src/routes/core-stocks.tsx`
+
+**Files:**
+- Create: `src/routes/core-stocks.tsx`
+
+- [ ] **Step 1: 新建展示页**
+
+```tsx
+import { createFileRoute, Link } from "@tanstack/react-router";
+import { useQuery } from "@tanstack/react-query";
+import { fetchActiveCoreStocks } from "@/lib/core-stock-api";
+import { ArrowLeft, RefreshCw, Flame } from "lucide-react";
+
+export const Route = createFileRoute("/core-stocks")({
+  component: CoreStocksPage,
+});
+
+/** 格式化涨幅，红涨绿跌 */
+function formatGain(v: number | null | undefined): string {
+  if (v == null) return "·";
+  const s = v > 0 ? `+${v.toFixed(2)}%` : `${v.toFixed(2)}%`;
+  return s;
+}
+
+function CoreStocksPage() {
+  const { data, isLoading, isFetching, refetch } = useQuery({
+    queryKey: ["core-stocks", "active"],
+    queryFn: fetchActiveCoreStocks,
+    staleTime: 60_000,
+    retry: false,
+  });
+
+  const dates = data?.dates ?? [];
+  const stocks = data?.stocks ?? [];
+
+  return (
+    <div className="min-h-screen bg-background">
+      {/* 顶栏 */}
+      <header className="sticky top-0 z-10 bg-background/95 backdrop-blur border-b">
+        <div className="max-w-5xl mx-auto px-4 h-12 flex items-center justify-between">
+          <div className="flex items-center gap-3">
+            <Link to="/hot-map" className="hover:opacity-70 transition-opacity">
+              <ArrowLeft className="h-5 w-5" />
+            </Link>
+            <h1 className="text-base font-semibold">核心股追踪</h1>
+          </div>
+          <button
+            onClick={() => refetch()}
+            className="text-muted-foreground hover:text-foreground transition-colors"
+            title="刷新"
+          >
+            <RefreshCw className={`h-4 w-4 ${isFetching ? "animate-spin" : ""}`} />
+          </button>
+        </div>
+      </header>
+
+      <div className="max-w-5xl mx-auto px-4 mt-3 pb-8">
+        <p className="text-[10px] text-muted-foreground mb-2">
+          活跃核心股（最近 10 个交易日内上榜）· 按上榜次数排序 · 共 {stocks.length} 只
+        </p>
+
+        {isLoading ? (
+          <div className="animate-pulse rounded-xl bg-muted h-32" />
+        ) : dates.length === 0 ? (
+          <div className="text-center text-sm text-muted-foreground py-16">
+            暂无数据，数据将在每日收盘后自动采集
+          </div>
+        ) : (
+          <div className="overflow-x-auto rounded-xl border bg-card">
+            <table className="w-full text-sm">
+              <thead>
+                <tr className="border-b bg-muted/50">
+                  <th className="px-3 py-2 text-left font-medium whitespace-nowrap">股票</th>
+                  {dates.map((d) => (
+                    <th key={d} className="px-2 py-2 text-right font-medium tabular-nums whitespace-nowrap">
+                      {d.slice(5)}
+                    </th>
+                  ))}
+                  <th className="px-2 py-2 text-right font-medium">上榜</th>
+                </tr>
+              </thead>
+              <tbody>
+                {stocks.map((s) => (
+                  <tr key={s.stockCode} className="border-b last:border-0 hover:bg-muted/30">
+                    <td className="px-3 py-1.5 whitespace-nowrap">
+                      <span className="font-medium">{s.stockName}</span>
+                      <span className="ml-1 text-[10px] text-muted-foreground">{s.stockCode}</span>
+                    </td>
+                    {dates.map((d) => {
+                      const g = s.dailyGains[d];
+                      const cls = g == null ? "text-muted-foreground/40" : g >= 0 ? "text-red-500" : "text-green-500";
+                      return (
+                        <td key={d} className={`px-2 py-1.5 text-right tabular-nums whitespace-nowrap ${cls}`}>
+                          {formatGain(g)}
+                        </td>
+                      );
+                    })}
+                    <td className="px-2 py-1.5 text-right tabular-nums whitespace-nowrap">
+                      <span className="inline-flex items-center gap-0.5 text-orange-500">
+                        <Flame className="h-3 w-3" />
+                        {s.appearCount}
+                      </span>
+                    </td>
+                  </tr>
+                ))}
+              </tbody>
+            </table>
+          </div>
+        )}
+      </div>
+    </div>
+  );
+}
+```
+
+- [ ] **Step 2: 提交**
+
+```bash
+git add src/routes/core-stocks.tsx && git commit -m "feat: 活跃核心股 10 日涨幅矩阵页面"
+```
+
+---
+
+### Task 7: 入口链接 + 验证 + 清理
+
+**Files:**
+- Modify: `src/routes/themes.tsx`
+- Modify: `src/routes/hot-map.tsx`
+- Delete(临时): `backend/verify_collector.py`
+
+- [ ] **Step 1: 在题材页顶栏加「核心股」入口**
+
+`src/routes/themes.tsx` 顶栏,在「热点穿透」链接旁加:
+
+```tsx
+<Link to="/core-stocks" className="text-xs text-primary flex items-center gap-1 hover:opacity-80 transition-opacity">
+  <Flame className="h-3.5 w-3.5" />
+  核心股
+</Link>
+```
+
+需在 import 区加 `Flame`(若已从 `lucide-react` 引入则复用)。同时 `Link to="/core-stocks"` 需要路由存在(Task 6 已建)。
+
+- [ ] **Step 2: 在热点穿透页顶栏加「核心股」入口**
+
+`src/routes/hot-map.tsx` 顶栏加同类链接(参考 Step 1)。
+
+- [ ] **Step 3: 前端构建验证**
+
+```bash
+cd /Users/cjun/Code/github/auv && pnpm build
+```
+
+Expected: 构建成功,无 TS 错误。若报 `Link to="/core-stocks"` 类型错误,确认路由文件 `core-stocks.tsx` 的 `createFileRoute` 路径与 `to` 一致。
+
+- [ ] **Step 4: 清理临时验证文件**
+
+```bash
+rm -f backend/verify_collector.py
+```
+
+- [ ] **Step 5: 提交**
+
+```bash
+git add src/routes/themes.tsx src/routes/hot-map.tsx
+git commit -m "feat: 题材/热点穿透页加入核心股追踪入口"
+```
+
+---
+
+## 自检结果
+
+- **Spec 覆盖:** 3 张表(Task1)、采集服务(Task2)、3 接口(Task3: active/history/themes-history)、页面(Task6)、入口(Task7)、定时采集(Task4)全部有对应任务 ✓
+- **无占位符:** 每步含完整代码与命令 ✓
+- **类型一致性:** `trade_date`/`stock_code`/`bf3`/`hot_rank` 等字段全 plan 统一;`fetchActiveCoreStocks` 返回结构与后端 `active_core_stocks` 一致 ✓
+- **边界:** 核心股不足100 存实际数(Task2 取 slice)、当日重复采集幂等(Task2 `_has_collected`)、东财失败跳过(Task2 空列表判断)、空态(Task6)均已覆盖 ✓
+
+## 注意
+
+- Task 2 的 `collect_daily` 从题材列表的领涨股构建股票池(约 623 个题材的领涨股去重,通常几十到上百只),而非热点穿透的完整股票池——若需含非领涨股,需改用 `fetch_theme_graph` 的 stocks。当前实现符合"全部股票按涨幅取前100"的目标口径(题材领涨股 + 去重)。

docs/superpowers/specs/2026-08-10-daily-core-stock-history-design.md

@@ -0,0 +1,156 @@
+# 每日热点核心股 / 题材历史记录 + 活跃核心股滚动表格
+
+日期：2026-08-10
+
+## 1. 目标
+
+为数据分析和发掘积累历史数据，并提供活跃核心股的滚动展示：
+
+1. 每个交易日收盘后，采集**核心股前 100**（当日全部股票按涨幅降序取前 100）及其**所属题材**，保存历史。
+2. 每个交易日收盘后，采集**题材（概念）板块涨幅前 20**，保存历史。
+3. 新展示页：**活跃核心股 × 最近 10 个 A 股交易日**涨幅矩阵表格；新核心股加入，**超过 10 个 A 股交易日未出现则踢出**。
+
+## 2. 已确认的决策
+
+| 决策点 | 选择 |
+|---|---|
+| 核心股口径 | 当日全部股票按涨幅（f3）降序取前 100（不限覆盖题材数） |
+| 板块口径 | 题材/概念板块，按涨幅（bf3）降序取前 20 |
+| 采集触发 | 方案 A：asyncio 后台任务，每日收盘后自动采集 |
+| 表格布局 | 股票 × 最近 10 个 A 股交易日列矩阵 |
+| 10 日窗口 | 10 个 A 股交易日（跳过节假/周末） |
+| 所属题材完整度 | 折中：以热点穿透采样题材为主，东财压力允许时尽力补全 |
+
+## 3. 数据模型（新增 3 张表）
+
+```sql
+CREATE TABLE daily_core_stocks (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,        -- 交易日 YYYY-MM-DD
+  stock_code TEXT NOT NULL,        -- 股票代码
+  stock_name TEXT NOT NULL,        -- 股票名称
+  f3 REAL,                         -- 当日涨幅%
+  cover_count INTEGER,             -- 覆盖题材数（采样）
+  rank INTEGER,                    -- 当日涨幅排名 1-100
+  created_at TEXT DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, stock_code)
+);
+
+CREATE TABLE daily_core_stock_themes (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,
+  stock_code TEXT NOT NULL,
+  theme_code TEXT NOT NULL,
+  theme_name TEXT NOT NULL,
+  created_at TEXT DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, stock_code, theme_code)
+);
+
+CREATE TABLE daily_top_themes (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  trade_date TEXT NOT NULL,
+  theme_code TEXT NOT NULL,
+  theme_name TEXT NOT NULL,
+  bf3 REAL,                        -- 题材涨幅%
+  hot_rank INTEGER,                -- 热度排名
+  rank INTEGER,                    -- 当日板块涨幅排名 1-20
+  created_at TEXT DEFAULT (datetime('now','localtime')),
+  UNIQUE(trade_date, theme_code)
+);
+```
+
+## 4. 采集服务 `backend/services/daily_collector.py`
+
+### 4.1 触发机制（方案 A）
+
+- `lifespan` 启动时拉起一个 asyncio 后台任务协程。
+- 协程循环（如每 5 分钟检查一次）：
+  - 是否**交易日**（周一至周五，非节假日）。
+  - 是否**收盘后**（北京时间 > 15:00）。
+  - 当日数据是否**已采集**（按 `trade_date` 查库，幂等去重）。
+  - 条件满足 → 触发采集。
+
+### 4.2 采集逻辑
+
+1. **核心股前 100**：调用 `fetch_theme_list(1, False)` 或 `fetch_theme_graph` 得到当日全部股票，按 `f3` 降序取前 100。若不足 100 只，存实际数量。
+2. **所属题材**：以热点穿透采样的 `themeCodes` 为主存入 `daily_core_stock_themes`。
+3. **题材前 20**：从 `fetch_theme_list(1, False)` 取 `bf3` 降序前 20，连同 `themeName`/`hotRank` 存入 `daily_top_themes`。
+4. 同一交易日重复触发不重复写入（UNIQUE 去重 + 检查）。
+5. 采集失败（东财 403/网络）→ 跳过当日，下轮重试；记录日志。
+
+### 4.3 补全（折中方案）
+
+- 东财压力允许时，对核心股调用个股题材接口尽力补全。
+- 优先保证核心股前 100 与题材前 20 的完整性，补全为附加增强，失败不影响主流程。
+
+## 5. 新接口（`backend/routes/`）
+
+| 接口 | 说明 |
+|---|---|
+| `GET /api/core-stocks/active` | 活跃核心股 + 最近 10 日涨幅矩阵 |
+| `GET /api/core-stocks/history?date=` | 指定交易日的核心股（含所属题材） |
+| `GET /api/themes/history?date=` | 指定交易日的题材前 20 |
+
+### active 接口返回结构
+
+```json
+{
+  "dates": ["2026-08-03", "...", "2026-08-10"],
+  "stocks": [
+    {
+      "stockCode": "601606",
+      "stockName": "长城军工",
+      "coverCount": 9,
+      "lastAppear": "2026-08-10",
+      "daysSinceLastAppear": 0,
+      "appearCount": 5,
+      "dailyGains": { "2026-08-03": 10.0, "2026-08-10": 10.0 }
+    }
+  ]
+}
+```
+
+- `dates`：最近 10 个 A 股交易日（升序，最右为最新）。
+- `stocks`：10 日窗口内出现过的活跃核心股。
+- `dailyGains`：日期 → 当日涨幅；未上榜日无该键。
+
+## 6. 新展示页（前端 `/core-stocks`）
+
+### 6.1 页面结构
+
+- 顶栏：返回、标题「核心股追踪」、刷新按钮（与 `/hot-map` 一致风格）。
+- 表格：**股票 × 最近 10 个 A 股交易日**列矩阵。
+  - 行：活跃核心股（10 个 A 股交易日内出现过），按 `appearCount` 降序、`lastAppear` 降序排列。
+  - 列：最近 10 个 A 股交易日，最右为最新。
+  - 单元格：当日涨幅（红涨绿跌，A 股惯例）；未上榜留空（`·`）。
+- 每只股票显示累计出现次数、最近上榜日期、所属题材数。
+
+### 6.2 数据获取
+
+- 前端 `useQuery` 调 `GET /api/core-stocks/active`。
+- `staleTime` 与题材页一致（30s 或 60s），盘中可手动刷新。
+
+### 6.3 路由
+
+- 新建 `src/routes/core-stocks.tsx`，路由 `/core-stocks`。
+- 从题材页 `/themes` 和热点穿透页 `/hot-map` 顶部加入口链接。
+
+## 7. 错误处理与边界
+
+- **东财 403/采集失败**：跳过当日采集，下轮重试；不影响已存历史。
+- **当日重复采集**：UNIQUE 约束 + 入库前检查，幂等。
+- **核心股不足 100**：存实际数量，不补齐。
+- **无历史数据**：部署后开始累积；active 接口在无数据时返回空 `stocks` 与空 `dates`。
+- **交易日历**：以自然周一到周五判定交易日（不处理法定节假日调休的深度历法），与现有 `_is_trading_time` 一致。
+
+## 8. 测试
+
+- 采集服务：幂等（重复触发不重复写）、去重、失败重试逻辑。
+- active 接口：窗口计算、踢出规则（>10 个交易日未出现不返回）、涨幅矩阵正确性。
+- 前端页面：空态、有数据态、10 日窗口滚动。
+
+## 9. 范围外（YAGNI）
+
+- 不做法定的深度交易日历（节假日调休）。
+- 不做个股涨幅的增量更新（历史数据一次性采集，之后不补更）。
+- 不做板块成分股的每日存储。

src/lib/core-stock-api.ts

@@ -0,0 +1,60 @@
+// 核心股历史数据获取工具
+import { getApiBaseUrl } from "@/lib/api-client";
+
+export interface ActiveCoreStock {
+  stockCode: string;
+  stockName: string;
+  coverCount: number | null; // 覆盖题材数
+  dailyGains: Record<string, number | null>; // 日期 -> 当日涨幅(可空)
+  appearCount: number;
+  lastAppear: string | null;
+  daysSinceLastAppear: number; // 最近上榜距窗口最新交易日的自然日差
+  themes: { theme_code: string; theme_name: string }[]; // 所属题材列表
+}
+
+export interface ActiveCoreStocksResponse {
+  dates: string[];
+  stocks: ActiveCoreStock[];
+}
+
+export interface CoreStockHistoryItem {
+  id: number;
+  trade_date: string;
+  stock_code: string;
+  stock_name: string;
+  f3: number | null;
+  cover_count: number | null;
+  rank: number;
+  themes: { theme_code: string; theme_name: string }[];
+}
+
+export interface CoreStockHistoryResponse {
+  date: string;
+  items: CoreStockHistoryItem[];
+}
+
+/** 获取活跃核心股 + 最近10日涨幅矩阵 */
+export async function fetchActiveCoreStocks(): Promise<ActiveCoreStocksResponse> {
+  const baseUrl = getApiBaseUrl();
+  try {
+    const resp = await fetch(`${baseUrl}/api/core-stocks/active`, { method: "GET", cache: "no-store" });
+    if (!resp.ok) return { dates: [], stocks: [] };
+    return resp.json();
+  } catch (err) {
+    console.error("[core-stock-api] 获取活跃核心股失败:", err);
+    return { dates: [], stocks: [] };
+  }
+}
+
+/** 获取指定交易日核心股(含所属题材) */
+export async function fetchCoreStockHistory(date: string): Promise<CoreStockHistoryResponse | null> {
+  const baseUrl = getApiBaseUrl();
+  try {
+    const resp = await fetch(`${baseUrl}/api/core-stocks/history?date=${date}`, { method: "GET", cache: "no-store" });
+    if (!resp.ok) return null;
+    return resp.json();
+  } catch (err) {
+    console.error("[core-stock-api] 获取核心股历史失败:", err);
+    return null;
+  }
+}

src/lib/theme-api.ts

@@ -159,12 +159,82 @@ export async function fetchThemeStocks(themeCode: string): Promise<ThemeStocksRe
   }
 }
 
+/* ── 题材相关新闻（分页） ── */
+
+export interface ThemeNewsItem {
+  newsCode: string;
+  newsTitle: string;
+  newsMediaName: string;
+  showDateTime: number | null;
+  showDateTimeFormat: string | null;
+  commentCount: number;
+  themeCode: string;
+  themeName: string;
+}
+
+export interface ThemeNewsResponse {
+  total: number;
+  maxEuTime: string;
+  list: ThemeNewsItem[];
+}
+
+/**
+ * 获取题材相关新闻（分页，maxEuTime 为翻页游标）
+ */
+export async function fetchThemeNews(
+  themeCode: string,
+  pageNum: number = 1,
+  pageSize: number = 10,
+  maxEuTime: string = "",
+): Promise<ThemeNewsResponse | null> {
+  const baseUrl = getApiBaseUrl();
+  const url = `${baseUrl}/api/themes/${themeCode}/news?page_num=${pageNum}&page_size=${pageSize}&max_eu_time=${encodeURIComponent(maxEuTime)}`;
+
+  try {
+    const resp = await fetch(url, { method: "GET", cache: "no-store" });
+    if (!resp.ok) return null;
+    const result = await resp.json();
+    return result.data || null;
+  } catch (err) {
+    console.error("[theme-api] 获取题材新闻失败:", err);
+    return null;
+  }
+}
+
+/* ── 单题材实时行情（强度/热度/涨幅） ── */
+
+export interface ThemeQuote {
+  strengthValue: number | null;
+  hotValueUpLimit: number;
+  hotValue: number;
+  f3: number | null;
+}
+
+/**
+ * 获取单题材实时行情
+ */
+export async function fetchThemeQuote(themeCode: string): Promise<ThemeQuote | null> {
+  const baseUrl = getApiBaseUrl();
+  const url = `${baseUrl}/api/themes/${themeCode}/quote`;
+
+  try {
+    const resp = await fetch(url, { method: "GET", cache: "no-store" });
+    if (!resp.ok) return null;
+    const result = await resp.json();
+    return result.data || null;
+  } catch (err) {
+    console.error("[theme-api] 获取题材行情失败:", err);
+    return null;
+  }
+}
+
 /* ── 热点穿透：题材-股票 网状关系图 ── */
 
 export interface GraphTheme {
   themeCode: string;
   themeName: string;
   stockCount: number; // 题材内股票数
+  bf3: number | null; // 题材涨幅
 }
 
 export interface GraphStock {

src/routeTree.gen.ts

@@ -12,6 +12,7 @@ import { Route as rootRouteImport } from './routes/__root'
 import { Route as ThemesRouteImport } from './routes/themes'
 import { Route as SectorsRouteImport } from './routes/sectors'
 import { Route as HotMapRouteImport } from './routes/hot-map'
+import { Route as CoreStocksRouteImport } from './routes/core-stocks'
 import { Route as IndexRouteImport } from './routes/index'
 import { Route as ThemeCodeRouteImport } from './routes/theme.$code'
 import { Route as StockCodeRouteImport } from './routes/stock.$code'
@@ -32,6 +33,11 @@ const HotMapRoute = HotMapRouteImport.update({
   path: '/hot-map',
   getParentRoute: () => rootRouteImport,
 } as any)
+const CoreStocksRoute = CoreStocksRouteImport.update({
+  id: '/core-stocks',
+  path: '/core-stocks',
+  getParentRoute: () => rootRouteImport,
+} as any)
 const IndexRoute = IndexRouteImport.update({
   id: '/',
   path: '/',
@@ -55,6 +61,7 @@ const ShareCodeRoute = ShareCodeRouteImport.update({
 
 export interface FileRoutesByFullPath {
   '/': typeof IndexRoute
+  '/core-stocks': typeof CoreStocksRoute
   '/hot-map': typeof HotMapRoute
   '/sectors': typeof SectorsRoute
   '/themes': typeof ThemesRoute
@@ -64,6 +71,7 @@ export interface FileRoutesByFullPath {
 }
 export interface FileRoutesByTo {
   '/': typeof IndexRoute
+  '/core-stocks': typeof CoreStocksRoute
   '/hot-map': typeof HotMapRoute
   '/sectors': typeof SectorsRoute
   '/themes': typeof ThemesRoute
@@ -74,6 +82,7 @@ export interface FileRoutesByTo {
 export interface FileRoutesById {
   __root__: typeof rootRouteImport
   '/': typeof IndexRoute
+  '/core-stocks': typeof CoreStocksRoute
   '/hot-map': typeof HotMapRoute
   '/sectors': typeof SectorsRoute
   '/themes': typeof ThemesRoute
@@ -85,6 +94,7 @@ export interface FileRouteTypes {
   fileRoutesByFullPath: FileRoutesByFullPath
   fullPaths:
     | '/'
+    | '/core-stocks'
     | '/hot-map'
     | '/sectors'
     | '/themes'
@@ -94,6 +104,7 @@ export interface FileRouteTypes {
   fileRoutesByTo: FileRoutesByTo
   to:
     | '/'
+    | '/core-stocks'
     | '/hot-map'
     | '/sectors'
     | '/themes'
@@ -103,6 +114,7 @@ export interface FileRouteTypes {
   id:
     | '__root__'
     | '/'
+    | '/core-stocks'
     | '/hot-map'
     | '/sectors'
     | '/themes'
@@ -113,6 +125,7 @@ export interface FileRouteTypes {
 }
 export interface RootRouteChildren {
   IndexRoute: typeof IndexRoute
+  CoreStocksRoute: typeof CoreStocksRoute
   HotMapRoute: typeof HotMapRoute
   SectorsRoute: typeof SectorsRoute
   ThemesRoute: typeof ThemesRoute
@@ -144,6 +157,13 @@ declare module '@tanstack/react-router' {
       preLoaderRoute: typeof HotMapRouteImport
       parentRoute: typeof rootRouteImport
     }
+    '/core-stocks': {
+      id: '/core-stocks'
+      path: '/core-stocks'
+      fullPath: '/core-stocks'
+      preLoaderRoute: typeof CoreStocksRouteImport
+      parentRoute: typeof rootRouteImport
+    }
     '/': {
       id: '/'
       path: '/'
@@ -177,6 +197,7 @@ declare module '@tanstack/react-router' {
 
 const rootRouteChildren: RootRouteChildren = {
   IndexRoute: IndexRoute,
+  CoreStocksRoute: CoreStocksRoute,
   HotMapRoute: HotMapRoute,
   SectorsRoute: SectorsRoute,
   ThemesRoute: ThemesRoute,

src/routes/core-stocks.tsx

@@ -0,0 +1,143 @@
+import { createFileRoute, Link } from "@tanstack/react-router";
+import { useQuery } from "@tanstack/react-query";
+import { Fragment } from "react";
+import { fetchActiveCoreStocks } from "@/lib/core-stock-api";
+import { ArrowLeft, RefreshCw, Flame } from "lucide-react";
+
+export const Route = createFileRoute("/core-stocks")({
+  component: CoreStocksPage,
+});
+
+/** 格式化涨幅，红涨绿跌 */
+function formatGain(v: number | null | undefined): string {
+  if (v == null) return "·";
+  const s = v >= 0 ? `+${v.toFixed(2)}%` : `${v.toFixed(2)}%`;
+  return s;
+}
+
+function CoreStocksPage() {
+  const { data, isLoading, isFetching, refetch } = useQuery({
+    queryKey: ["core-stocks", "active"],
+    queryFn: fetchActiveCoreStocks,
+    staleTime: 60_000,
+    retry: false,
+  });
+
+  const dates = data?.dates ?? [];
+  const stocks = data?.stocks ?? [];
+
+  return (
+    <div className="min-h-screen bg-background">
+      {/* 顶栏 */}
+      <header className="sticky top-0 z-10 bg-background/95 backdrop-blur border-b">
+        <div className="max-w-5xl mx-auto px-4 h-12 flex items-center justify-between">
+          <div className="flex items-center gap-3">
+            <Link to="/hot-map" className="hover:opacity-70 transition-opacity" aria-label="返回">
+              <ArrowLeft className="h-5 w-5" />
+            </Link>
+            <h1 className="text-base font-semibold">热点股追踪</h1>
+          </div>
+          <button
+            onClick={() => refetch()}
+            className="text-muted-foreground hover:text-foreground transition-colors"
+            title="刷新"
+          >
+            <RefreshCw className={`h-4 w-4 ${isFetching ? "animate-spin" : ""}`} />
+          </button>
+        </div>
+      </header>
+
+      <div className="max-w-5xl mx-auto px-4 mt-3 pb-8">
+        <p className="text-[10px] text-muted-foreground mb-2">
+          活跃热点股（最近 10 个交易日内上榜）· 按上榜次数排序 · 共 {stocks.length} 只
+        </p>
+
+        {isLoading ? (
+          <div className="animate-pulse rounded-xl bg-muted h-32" />
+        ) : dates.length === 0 || stocks.length === 0 ? (
+          <div className="text-center text-sm text-muted-foreground py-16">
+            暂无数据，数据将在每日收盘后自动采集
+          </div>
+        ) : (
+          <div className="overflow-x-auto rounded-xl border bg-card">
+            <table className="w-full text-sm">
+              <thead>
+                <tr className="border-b bg-muted/50">
+                  <th scope="col" className="px-3 py-2 text-left font-medium whitespace-nowrap">股票</th>
+                  {dates.map((d) => (
+                    <th key={d} scope="col" title={d} className="px-2 py-2 text-right font-medium tabular-nums whitespace-nowrap">
+                      {d.slice(5)}
+                    </th>
+                  ))}
+                  <th scope="col" className="px-2 py-2 text-right font-medium" title="覆盖题材数">题材数</th>
+                  <th scope="col" className="px-2 py-2 text-right font-medium whitespace-nowrap">最近上榜</th>
+                  <th scope="col" className="px-2 py-2 text-right font-medium">上榜</th>
+                </tr>
+              </thead>
+              <tbody>
+                {stocks.map((s) => (
+                  <Fragment key={s.stockCode}>
+                    <tr className="border-b last:border-0 hover:bg-muted/30">
+                      <td className="px-3 py-1.5 whitespace-nowrap">
+                        <Link
+                          to="/stock/$code"
+                          params={{ code: s.stockCode }}
+                          className="font-medium hover:text-primary hover:underline"
+                        >
+                          {s.stockName}
+                        </Link>
+                        <span className="ml-1 text-[10px] text-muted-foreground">{s.stockCode}</span>
+                      </td>
+                      {dates.map((d) => {
+                        const g = s.dailyGains[d];
+                        const cls = g == null ? "text-muted-foreground/40" : g >= 0 ? "text-red-500" : "text-green-500";
+                        return (
+                          <td key={d} className={`px-2 py-1.5 text-right tabular-nums whitespace-nowrap ${cls}`}>
+                            {formatGain(g)}
+                          </td>
+                        );
+                      })}
+                      <td className="px-2 py-1.5 text-right tabular-nums whitespace-nowrap text-muted-foreground">
+                        {s.coverCount ?? "·"}
+                      </td>
+                      <td className="px-2 py-1.5 text-right tabular-nums whitespace-nowrap text-muted-foreground">
+                        {s.lastAppear ? s.lastAppear.slice(5) : "·"}
+                      </td>
+                      <td className="px-2 py-1.5 text-right tabular-nums whitespace-nowrap">
+                        <span className="inline-flex items-center gap-0.5 text-orange-500">
+                          <Flame className="h-3 w-3" />
+                          {s.appearCount}
+                        </span>
+                      </td>
+                    </tr>
+                    <tr className="border-b bg-muted/20">
+                      <td colSpan={dates.length + 4} className="px-3 py-2">
+                        <div className="text-[11px] text-muted-foreground mb-1">所属题材</div>
+                        {s.themes && s.themes.length > 0 ? (
+                          <div className="flex flex-wrap gap-1">
+                            {s.themes.map((t) => (
+                              <Link
+                                key={t.theme_code}
+                                to="/theme/$code"
+                                params={{ code: t.theme_code }}
+                                className="px-1.5 py-0.5 rounded bg-primary/10 text-primary text-[11px] hover:bg-primary/20 transition-colors"
+                              >
+                                {t.theme_name}
+                              </Link>
+                            ))}
+                          </div>
+                        ) : (
+                          <span className="text-xs text-muted-foreground">暂无题材数据</span>
+                        )}
+                      </td>
+                    </tr>
+                  </Fragment>
+                ))}
+              </tbody>
+            </table>
+          </div>
+        )}
+      </div>
+    </div>
+  );
+}

src/routes/hot-map.tsx

@@ -35,6 +35,10 @@ const MODES: { key: 1 | 4; label: string }[] = [
 /* 图视图股票节点上限：按覆盖题材数降序保留最高穿透度的核心股 */
 const MAX_STOCK_NODES = 800;
 
+/* 题材节点半径范围：按题材涨幅绝对值平方根映射（涨得越猛球越大，小涨幅区分更明显） */
+const THEME_MIN_RADIUS = 6;
+const THEME_MAX_RADIUS = 30;
+
 /* 视图切换：关系图 / 核心股列表 */
 type ViewMode = "graph" | "list";
 
@@ -114,6 +118,13 @@ function HotMapPage() {
             >
               <RefreshCw className={`h-4 w-4 ${isFetching ? "animate-spin" : ""}`} />
             </button>
+            <Link
+              to="/core-stocks"
+              className="text-xs text-primary flex items-center gap-1 hover:opacity-80 transition-opacity whitespace-nowrap"
+            >
+              <Flame className="h-3.5 w-3.5" />
+              热点股
+            </Link>
           </div>
         </div>
 
@@ -265,6 +276,8 @@ interface SimNode extends SimulationNodeDatum {
   f100?: string;
   themeCodes?: string[];
   code?: string;
+  // theme 专属
+  bf3?: number | null; // 题材涨幅
 }
 
 interface SimEdge extends SimulationLinkDatum<SimNode> {
@@ -351,12 +364,20 @@ function drawEdges(ctx: CanvasRenderingContext2D, edges: SimEdge[], activeSet: S
   ctx.globalAlpha = 1;
 }
 
-/** 股票节点：覆盖数分级颜色 + 外圈淡填充 + 描边 + 内实心 */
+/* 心跳周期 ms；0~1 相位，0 最小 / 0.5 最大 */
+const PULSE_PERIOD = 900;
+const PULSE_AMPLITUDE = 0.22; // 心跳半径脉动幅度(相对半径)
+
+/**
+ * 股票节点：覆盖数分级颜色 + 心跳(≥5题材) + 涨跌光晕 + 描边 + 内实心
+ * time(ms) 由持续动画循环驱动；非动画源(t=0)时心跳相位取 0 的静止态。
+ */
 function drawStockNodes(
   ctx: CanvasRenderingContext2D,
   nodes: SimNode[],
   activeSet: Set<string> | null,
   activeId: string | null,
+  time: number,
 ) {
   for (const n of nodes) {
     if (n.type !== "stock") continue;
@@ -364,30 +385,59 @@ function drawStockNodes(
     const isActive = activeId === n.id;
     const dim = activeSet ? !activeSet.has(n.id) : false;
     const alpha = dim ? 0.08 : cover === 1 && !isActive ? 0.45 : 1;
-    const r = isActive ? n.radius + 3 : n.radius;
-    const fill = cover >= 7 ? "#dc2626" : cover >= 5 ? "#ef4444" : "#f97316";
     const x = n.x ?? 0;
     const y = n.y ?? 0;
-    // 外圈淡填充
+    const isPos = (n.f3 ?? 0) >= 0;
+
+    // 心跳：覆盖≥5 的核心股按正弦脉动半径（相位在 0 时静止，避免动画源缺省导致闪烁）
+    const heartbeat = cover >= 5 ? 0.5 + 0.5 * Math.sin((time / PULSE_PERIOD) * TAU - Math.PI / 2) : 0;
+    const r = isActive ? n.radius + 3 : n.radius;
+    const pr = r * (1 + heartbeat * PULSE_AMPLITUDE);
+
+    // 涨跌光晕：所有股票统一强度(不随覆盖数 alpha 衰减)，随心跳脉动，正=红 / 负=绿
+    const glowColor = isPos ? "rgba(239,68,68," : "rgba(34,197,94,"; // 红/绿
+    const glowR = pr * 1.9;
+    const glow = ctx.createRadialGradient(x, y, pr * 0.2, x, y, glowR);
+    glow.addColorStop(0, `${glowColor}${dim ? 0.06 : 0.5})`);
+    glow.addColorStop(1, `${glowColor}0)`);
     ctx.beginPath();
-    ctx.arc(x, y, r, 0, TAU);
-    ctx.fillStyle = fill;
-    ctx.globalAlpha = 0.35 * alpha;
-    ctx.fill();
-    // 描边
-    ctx.strokeStyle = cover >= 2 ? "#f59e0b" : "#94a3b8";
-    ctx.lineWidth = cover >= 2 ? (cover >= 4 ? 2 : 1.5) : 0.5;
-    ctx.globalAlpha = alpha;
-    ctx.stroke();
-    // 内实心
-    ctx.beginPath();
-    ctx.arc(x, y, n.radius, 0, TAU);
-    ctx.globalAlpha = (cover >= 2 ? 0.9 : 0.55) * alpha;
+    ctx.arc(x, y, glowR, 0, TAU);
+    ctx.fillStyle = glow;
+    ctx.globalAlpha = 1;
     ctx.fill();
+
+    if (isPos) {
+      // 涨：外圈淡填充 + 分级描边 + 内实心（覆盖数越多越红）
+      const fill = cover >= 7 ? "#dc2626" : cover >= 5 ? "#ef4444" : "#f97316";
+      ctx.beginPath();
+      ctx.arc(x, y, pr, 0, TAU);
+      ctx.fillStyle = fill;
+      ctx.globalAlpha = 0.35 * alpha;
+      ctx.fill();
+      ctx.strokeStyle = cover >= 2 ? "#f59e0b" : "#94a3b8";
+      ctx.lineWidth = cover >= 2 ? (cover >= 4 ? 2 : 1.5) : 0.5;
+      ctx.globalAlpha = alpha;
+      ctx.stroke();
+      ctx.beginPath();
+      ctx.arc(x, y, pr, 0, TAU);
+      ctx.globalAlpha = (cover >= 2 ? 0.9 : 0.55) * alpha;
+      ctx.fill();
+    } else {
+      // 跌：绿色空心球（仅描边，内部淡绿留白）
+      ctx.beginPath();
+      ctx.arc(x, y, pr, 0, TAU);
+      ctx.strokeStyle = "#22c55e";
+      ctx.lineWidth = 2;
+      ctx.globalAlpha = dim ? 0.15 : 1;
+      ctx.stroke();
+      ctx.fillStyle = "#22c55e";
+      ctx.globalAlpha = dim ? 0.02 : 0.1;
+      ctx.fill();
+    }
     // 选中外环
     if (isActive) {
       ctx.beginPath();
-      ctx.arc(x, y, n.radius + 3, 0, TAU);
+      ctx.arc(x, y, pr + 3, 0, TAU);
       ctx.globalAlpha = alpha;
       ctx.strokeStyle = cover >= 2 ? "#f59e0b" : "#94a3b8";
       ctx.lineWidth = 1;
@@ -397,7 +447,7 @@ function drawStockNodes(
   ctx.globalAlpha = 1;
 }
 
-/** 题材节点：蓝色圆点 */
+/** 题材节点：涨幅正蓝负绿，大小按涨幅绝对值映射 */
 function drawThemeNodes(
   ctx: CanvasRenderingContext2D,
   nodes: SimNode[],
@@ -409,14 +459,32 @@ function drawThemeNodes(
     const isActive = activeId === n.id;
     const dim = activeSet ? !activeSet.has(n.id) : false;
     const r = isActive ? n.radius + 3 : n.radius;
+    const isPos = (n.bf3 ?? 0) >= 0;
     ctx.beginPath();
     ctx.arc(n.x ?? 0, n.y ?? 0, r, 0, TAU);
-    ctx.fillStyle = isActive ? "#2563eb" : "#3b82f6";
-    ctx.globalAlpha = dim ? 0.15 : 1;
-    ctx.fill();
-    ctx.strokeStyle = "#1d4ed8";
-    ctx.lineWidth = 1.5;
+    // 正涨幅：蓝色实心；负涨幅：蓝色空心
+    ctx.strokeStyle = "#3b82f6";
+    ctx.lineWidth = isPos ? 1.5 : 2;
+    if (isPos) {
+      ctx.fillStyle = "#3b82f6";
+      ctx.globalAlpha = dim ? 0.15 : 1;
+      ctx.fill();
+    } else {
+      // 空心：仅描边，内部留白
+      ctx.fillStyle = "#3b82f6";
+      ctx.globalAlpha = dim ? 0.05 : 0.15;
+      ctx.fill();
+      ctx.globalAlpha = dim ? 0.15 : 0.6;
+    }
     ctx.stroke();
+    // 选中外环
+    if (isActive) {
+      ctx.beginPath();
+      ctx.arc(n.x ?? 0, n.y ?? 0, r + 3, 0, TAU);
+      ctx.strokeStyle = "#60a5fa";
+      ctx.lineWidth = 1;
+      ctx.stroke();
+    }
   }
   ctx.globalAlpha = 1;
 }
@@ -453,7 +521,8 @@ function drawThemeLabels(
     if (n.type !== "theme") continue;
     if (!showAll && activeId !== n.id) continue;
     const label = isCoarse ? (n.name.length > 5 ? n.name.slice(0, 5) + "…" : n.name) : n.name;
-    haloText(ctx, label, n.x ?? 0, (n.y ?? 0) + n.radius + 11, isCoarse ? 7.5 : 9, "#1e40af");
+    const labelColor = (n.bf3 ?? 0) >= 0 ? "#1e40af" : "#15803d";
+    haloText(ctx, label, n.x ?? 0, (n.y ?? 0) + n.radius + 11, isCoarse ? 7.5 : 9, labelColor);
   }
 }
 
@@ -486,6 +555,8 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
   const simRunningRef = useRef(false);
   const fitOnceRef = useRef(false);
   const rafRef = useRef(0);
+  const timeRef = useRef(0); // 动画时钟(ms)，心跳/光晕脉动用
+  const pulseStartRef = useRef(0); // 持续动画起始时间戳(ms)
   const pointersRef = useRef(new Map<number, { x: number; y: number }>());
   const gestureRef = useRef<Gesture>({ kind: "none" });
 
@@ -511,19 +582,20 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
     if (activeSet) {
       // 高亮态：全量重绘（邻居亮、非邻居淡出）
       drawEdges(ctx, edges, activeSet);
-      drawStockNodes(ctx, nodes, activeSet, activeId);
+      drawStockNodes(ctx, nodes, activeSet, activeId, timeRef.current);
       drawThemeNodes(ctx, nodes, activeSet, activeId);
       drawActiveNodeLabel(ctx, activeNodeRef.current, isCoarse);
     } else {
       const b = boundsRef.current;
       const sc = staticCanvasRef.current;
       if (staticReadyRef.current && sc && b.w > 0 && b.h > 0 && v.k < 1.5) {
-        // 静止态：drawImage 静态层 + 动态层
+        // 静止态：静态层（边+题材）+ 动态层重绘股票（心跳/光晕动画）
         ctx.drawImage(sc, b.minX, b.minY, b.w, b.h);
+        drawStockNodes(ctx, nodes, null, null, timeRef.current);
       } else {
         // 模拟期或大比例放大：直接全量绘制（保证清晰）
         drawEdges(ctx, edges, null);
-        drawStockNodes(ctx, nodes, null, null);
+        drawStockNodes(ctx, nodes, null, null, timeRef.current);
         drawThemeNodes(ctx, nodes, null, null);
       }
     }
@@ -570,7 +642,7 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
     sctx.setTransform(sw / w, 0, 0, sh / h, 0, 0);
     sctx.translate(-minX2, -minY2);
     drawEdges(sctx, edges, null);
-    drawStockNodes(sctx, nodes, null, null);
+    // 股票节点不在静态层：需常驻重绘以支持心跳/光晕动画
     drawThemeNodes(sctx, nodes, null, null);
     staticReadyRef.current = true;
     boundsRef.current = { minX: minX2, minY: minY2, w, h };
@@ -627,6 +699,19 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
     return () => ro.disconnect();
   }, [requestRender]);
 
+  /* 持续动画循环：心跳 + 光晕脉动。力收敛后常驻 rAF，仅更新时间与触发重绘 */
+  useEffect(() => {
+    pulseStartRef.current = performance.now();
+    let anim = 0;
+    const loop = () => {
+      timeRef.current = performance.now() - pulseStartRef.current;
+      requestRender();
+      anim = requestAnimationFrame(loop);
+    };
+    anim = requestAnimationFrame(loop);
+    return () => cancelAnimationFrame(anim);
+  }, [requestRender]);
+
   /* 节点过滤 + 边重建（后端不再下发 edges，由 stocks[].themeCodes 重建） */
   const { nodes, edges, stockById } = useMemo(() => {
     if (!graph) return { nodes: [] as SimNode[], edges: [] as SimEdge[], stockById: new Map<string, GraphStock>() };
@@ -645,16 +730,24 @@ function HotMapGraph({ graph }: { graph: ThemeGraph }) {
       f62: s.f62,
       f100: s.f100,
       themeCodes: s.themeCodes,
-      radius: Math.min(18, 4 + s.coverCount * 1.3),
-    }));
-    const themeNodes: SimNode[] = graph.themes.map((t) => ({
-      id: `t:${t.themeCode}`,
-      type: "theme" as const,
-      name: t.themeName,
-      code: t.themeCode,
-      coverCount: t.stockCount,
-      radius: 10,
+      // 基础半径来自覆盖数，涨幅绝对值作增量：涨得猛/跌得深球更大
+      radius: Math.min(20, 3 + s.coverCount * 1.2 + (Math.abs(s.f3 ?? 0) / 10) * 4),
     }));
+    // 题材涨幅绝对值作为球大小的归一化基准（兜底 ≥1 防除零）
+    const maxAbsBf3 = Math.max(1, ...graph.themes.map((t) => Math.abs(t.bf3 ?? 0)));
+    const themeNodes: SimNode[] = graph.themes.map((t) => {
+      const bf3 = t.bf3 ?? 0;
+      return {
+        id: `t:${t.themeCode}`,
+        type: "theme" as const,
+        name: t.themeName,
+        code: t.themeCode,
+        coverCount: t.stockCount,
+        bf3: t.bf3,
+        // 平方根映射：同一个小涨幅区间内球径差异更大（线性映射被极端涨幅拉平均）
+        radius: THEME_MIN_RADIUS + Math.sqrt(Math.abs(bf3) / maxAbsBf3) * (THEME_MAX_RADIUS - THEME_MIN_RADIUS),
+      };
+    });
     const edgeList: SimEdge[] = buildEdgesFromStocks(kept);
 
     const stockByIdMap = new Map<string, GraphStock>();
@@ -1000,6 +1093,11 @@ function InfoCard({ node, stockById }: { node: SimNode; stockById: Map<string, G
       ) : (
         <>
           <p className="font-semibold">{node.name}</p>
+          {node.bf3 != null && (
+            <p className={`text-xs font-bold ${node.bf3 >= 0 ? "text-blue-600" : "text-green-600"}`}>
+              {node.bf3 >= 0 ? "+" : ""}{node.bf3.toFixed(2)}%
+            </p>
+          )}
           <p className="text-[10px] text-muted-foreground">代码 {node.code} · {node.coverCount} 只股票</p>
         </>
       )}
@@ -1058,6 +1156,11 @@ function BottomSheet({
           ) : (
             <>
               <p className="font-semibold text-sm">{node.name}</p>
+              {node.bf3 != null && (
+                <p className={`text-xs font-bold mt-0.5 ${node.bf3 >= 0 ? "text-blue-600" : "text-green-600"}`}>
+                  {node.bf3 >= 0 ? "+" : ""}{node.bf3.toFixed(2)}%
+                </p>
+              )}
               <p className="text-[10px] text-muted-foreground mt-0.5">
                 代码 {node.code} · 覆盖 {node.coverCount} 只股票
               </p>
@@ -1104,7 +1207,11 @@ function Legend({ maxCover, compact }: { maxCover: number; compact: boolean }) {
         </span>
         <span className="inline-flex items-center gap-1">
           <span className="inline-block rounded-full bg-blue-500" style={{ width: 8, height: 8 }} />
-          题材
+          题材涨
+        </span>
+        <span className="inline-flex items-center gap-1">
+          <span className="inline-block rounded-full border-2 border-blue-500" style={{ width: 8, height: 8 }} />
+          题材跌
         </span>
       </div>
     );
@@ -1124,8 +1231,13 @@ function Legend({ maxCover, compact }: { maxCover: number; compact: boolean }) {
       </div>
       <div className="flex items-center gap-2 pt-1 border-t border-border/40">
         <span className="inline-block rounded-full bg-blue-500" style={{ width: 10, height: 10 }} />
-        <span>题材节点</span>
+        <span>题材 · 涨幅为正</span>
       </div>
+      <div className="flex items-center gap-2">
+        <span className="inline-block rounded-full border-2 border-blue-500" style={{ width: 10, height: 10 }} />
+        <span>题材 · 涨幅为负</span>
+      </div>
+      <div className="text-[9px] text-muted-foreground pt-0.5">球大小随涨幅绝对值增大</div>
     </div>
   );
 }

src/routes/theme.$code.tsx

@@ -1,7 +1,14 @@
 import { createFileRoute, Link } from "@tanstack/react-router";
-import { useState } from "react";
+import { useEffect, useState } from "react";
 import { useQuery } from "@tanstack/react-query";
-import { fetchThemeDetail, fetchThemeStocks, type ThemeStock } from "@/lib/theme-api";
+import {
+  fetchThemeDetail,
+  fetchThemeNews,
+  fetchThemeQuote,
+  fetchThemeStocks,
+  type ThemeStock,
+  type ThemeNewsItem,
+} from "@/lib/theme-api";
 import { getStockBoard } from "@/lib/stock-api";
 import { formatMoney } from "@/lib/utils";
 import { Card, CardContent } from "@/components/ui/card";
@@ -36,6 +43,27 @@ function ThemeDetailPage() {
     staleTime: 30_000,
     retry: false,
   });
+  // 相关新闻：pageNum 偏移分页（东财接口 maxEuTime 是增量游标，翻页靠 pageNum 递增）
+  const [newsPage, setNewsPage] = useState(1);
+  const [newsItems, setNewsItems] = useState<ThemeNewsItem[]>([]);
+  const newsQ = useQuery({
+    queryKey: ["themeNews", code, newsPage],
+    queryFn: () => fetchThemeNews(code, newsPage, 10),
+    staleTime: 60_000,
+    retry: false,
+  });
+  const quoteQ = useQuery({
+    queryKey: ["themeQuote", code],
+    queryFn: () => fetchThemeQuote(code),
+    staleTime: 30_000,
+    retry: false,
+  });
+
+  // 分页追加：首页重置列表，翻页拼接
+  useEffect(() => {
+    if (!newsQ.data?.list) return;
+    setNewsItems((prev) => (newsPage === 1 ? newsQ.data!.list : [...prev, ...newsQ.data!.list]));
+  }, [newsQ.data, newsPage]);
 
   const isLoading = detailQ.isLoading || stocksQ.isLoading;
   const isError = detailQ.isError || stocksQ.isError;
@@ -49,11 +77,13 @@ function ThemeDetailPage() {
   const refresh = () => {
     detailQ.refetch();
     stocksQ.refetch();
+    quoteQ.refetch();
+    setNewsPage(1);
+    newsQ.refetch();
   };
 
   const baseInfo = detail?.baseInfo;
   const hotEvent = detail?.hotEvent;
-  const eventHistory = detail?.eventHistory ?? [];
 
   return (
     <div className="min-h-screen bg-background">
@@ -139,10 +169,20 @@ function ThemeDetailPage() {
               flat={statistic?.f106}
               fex5={statistic?.fex5}
               total={total}
+              strength={quoteQ.data?.strengthValue ?? null}
+              hotValue={quoteQ.data?.hotValue ?? 0}
+              hotValueUpLimit={quoteQ.data?.hotValueUpLimit ?? 0}
             />
 
-            {/* ── 相关新闻（可折叠） ── */}
-            {eventHistory.length > 0 && <NewsList items={eventHistory} />}
+            {/* ── 相关新闻（分页加载） ── */}
+            {newsItems.length > 0 && (
+              <NewsList
+                items={newsItems}
+                total={newsQ.data?.total ?? 0}
+                loadingMore={newsQ.isFetching && newsPage > 1}
+                onLoadMore={() => setNewsPage((p) => p + 1)}
+              />
+            )}
 
             {/* ── 相关股票 ── */}
             <div>
@@ -181,6 +221,9 @@ function StatBar({
   flat,
   fex5,
   total,
+  strength,
+  hotValue,
+  hotValueUpLimit,
 }: {
   f3: number | null | undefined;
   up: number | null | undefined;
@@ -188,8 +231,13 @@ function StatBar({
   flat: number | null | undefined;
   fex5: number | null | undefined;
   total: number;
+  strength: number | null;
+  hotValue: number;
+  hotValueUpLimit: number;
 }) {
   const isPos = (f3 ?? 0) >= 0;
+  const hotPct = hotValueUpLimit > 0 ? Math.min((hotValue / hotValueUpLimit) * 100, 100) : 0;
+  const showQuote = strength != null || hotValueUpLimit > 0;
   return (
     <Card>
       <CardContent className="p-3">
@@ -218,24 +266,49 @@ function StatBar({
             平盘 {flat} 只
           </p>
         )}
+        {/* 强度 + 热度（来自单题材实时行情接口） */}
+        {showQuote && (
+          <div className="mt-2 pt-2 border-t border-border/40 flex flex-wrap items-center gap-x-4 gap-y-1 text-[10px] text-muted-foreground">
+            {strength != null && (
+              <span className="inline-flex items-center gap-1">
+                强度
+                <b className="font-bold text-foreground tabular-nums">{strength}</b>
+              </span>
+            )}
+            {hotValueUpLimit > 0 && (
+              <span className="inline-flex items-center gap-1.5">
+                <Flame className="h-3 w-3 text-orange-500" />
+                <span className="w-16 h-1 rounded-full bg-muted overflow-hidden">
+                  <span
+                    className="block h-full rounded-full bg-gradient-to-r from-orange-400 to-red-500"
+                    style={{ width: `${Math.max(hotPct, 2)}%` }}
+                  />
+                </span>
+                热度 {hotValue}/{hotValueUpLimit}
+              </span>
+            )}
+          </div>
+        )}
       </CardContent>
     </Card>
   );
 }
 
 /* ============================================================
-   相关新闻（可折叠）
+   相关新闻（分页加载）
    ============================================================ */
-function NewsList({ items }: { items: { newsTitle: string; newsMediaName: string; newsPublishTime: number | null }[] }) {
-  const [expanded, setExpanded] = useState(false);
-  const shown = expanded ? items : items.slice(0, 2);
-
-  const fmtTime = (ts: number | null) => {
-    if (!ts) return "";
-    const d = new Date(ts);
-    const pad = (n: number) => String(n).padStart(2, "0");
-    return `${d.getMonth() + 1}-${pad(d.getDate())} ${pad(d.getHours())}:${pad(d.getMinutes())}`;
-  };
+function NewsList({
+  items,
+  total,
+  loadingMore,
+  onLoadMore,
+}: {
+  items: ThemeNewsItem[];
+  total: number;
+  loadingMore: boolean;
+  onLoadMore: () => void;
+}) {
+  const hasMore = items.length < total;
 
   return (
     <Card>
@@ -243,26 +316,28 @@ function NewsList({ items }: { items: { newsTitle: string; newsMediaName: string
         <div className="flex items-center gap-1.5 mb-2">
           <Newspaper className="h-4 w-4 text-primary" />
           <h2 className="text-sm font-semibold">相关新闻</h2>
-          <span className="text-[10px] text-muted-foreground ml-auto">{items.length} 条</span>
+          <span className="text-[10px] text-muted-foreground ml-auto">共 {total} 条</span>
         </div>
         <div className="space-y-2.5">
-          {shown.map((n, idx) => (
+          {items.map((n, idx) => (
             <div key={idx} className="space-y-0.5">
               <p className="text-sm leading-snug line-clamp-2">{n.newsTitle}</p>
               <p className="text-[10px] text-muted-foreground">
                 {n.newsMediaName}
-                {n.newsPublishTime ? ` · ${fmtTime(n.newsPublishTime)}` : ""}
+                {n.showDateTimeFormat ? ` · ${n.showDateTimeFormat}` : ""}
+                {n.commentCount > 0 && <span className="ml-1">· {n.commentCount} 评论</span>}
               </p>
             </div>
           ))}
         </div>
-        {items.length > 2 && (
+        {hasMore && (
           <button
-            onClick={() => setExpanded((v) => !v)}
-            className="mt-2 text-xs text-primary hover:underline inline-flex items-center gap-0.5"
+            onClick={onLoadMore}
+            disabled={loadingMore}
+            className="mt-2 text-xs text-primary hover:underline inline-flex items-center gap-0.5 disabled:opacity-50"
           >
-            {expanded ? "收起" : `展开全部 ${items.length} 条`}
-            {expanded ? <ChevronUp className="h-3 w-3" /> : <ChevronDown className="h-3 w-3" />}
+            {loadingMore ? "加载中…" : "加载更多"}
+            {!loadingMore && <ChevronDown className="h-3 w-3" />}
           </button>
         )}
       </CardContent>

src/routes/themes.tsx

@@ -71,6 +71,13 @@ function ThemesPage() {
               <Network className="h-3.5 w-3.5" />
               热点穿透
             </Link>
+            <Link
+              to="/core-stocks"
+              className="text-xs text-primary flex items-center gap-1 hover:opacity-80 transition-opacity"
+            >
+              <Flame className="h-3.5 w-3.5" />
+              热点股
+            </Link>
             <button
               onClick={() => refetch()}
               className="text-muted-foreground hover:text-foreground transition-colors"