food-security-analysis

Food Security Analysis

End-to-end pipeline that takes a trading day (default: today, Beijing time) and produces a packaged set of food-security / food-crisis analysis artifacts for the 35-stock A-share basket, plus Top-5 deep-dive with technicals and fundamentals.

Inputs to collect

Ask the user only what the procedure cannot infer:

• Trading day (default: today Beijing time). Required if the user asks for a back-fill ("复盘 8/15 那次涨停潮"). Format: YYYY-MM-DD.
• Run label (default: auto-timestamp). User can override (run_label: "morning-prep").
• Mark as final (default: false if multiple runs already today, true if first or only run). User can force.

If the user is vague ("复现刚才的分析"), just run with defaults.

Procedure

1. Resolve trading day and data freshness

   • Compute today_bj = now(Asia/Shanghai).strftime("%Y-%m-%d") and now_bj_iso with offset +08:00.
   • Detect post-market: if now_bj.time() > 15:05, mark is_market_close=true and the data label becomes as of {today_bj} close (Beijing). Otherwise label as as of {today_bj} mid-day (Beijing).
   • Why: the data label is what readers see; getting the freshness wrong misleads every downstream user.

2. Verify mommy-chaogu + basket exist

   • Run mommy food-security list --chain 上游 and mommy food-security stats. Confirm 35 codes and 4 chain × 14 subcategory. If missing, run mommy food-security seed first.
   • Why: the basket is the canonical 35-code reference for the whole pipeline; missing seed → downstream flows are incomplete.

3. Get A-share market snapshot for today_bj

   • Use web_search(query="A股 {today_bj} 午间/收盘 上证指数 深证成指 创业板", freshness="day") to get 上证/深成/创业/科创50/北证50 half-day or close values plus 涨停潮板块 and 拖累板块.
   • If pre-08:00 and no results, fall back to previous trading day's data and label accordingly.
   • Why: mommy has no direct "indices" subcommand; web is the only available index data source in this sandbox.

4. Get global food crisis context

   • Use web_search(query="FAO Food Price Index {month_before(today_bj)} wheat corn", freshness="month") for the latest FAO index and sub-indices.
   • Use web_search(query="Black Sea grain exports {month_before(today_bj)} Russia Ukraine", freshness="month") for the Black Sea disruption status.
   • Use web_search(query="El Nino strength 2026 ONI", freshness="month") for the climate driver.
   • Why: 4-variable trigger check (FAO ≥ +2%, Black Sea ≤ -30%, ONI ≥ 1.5, 399365 PE ≤ 40%) is the topic's gating condition. Without global context, the A-share picture is incomplete.