Market GPS

AUTONOMOUS QUANT OS
SQLite Connected: 40,000+ Entities
Node 24 Native Source: Lixinger / R2

Macro & Liquidity Cockpit (宏观罗盘)

Real-time tracking of China money supply (M1 vs M2 scissors), sovereign debt yield curve slope, and GDP economic momentum.

EVALUATING REGIME
M1 - M2 Scissors Spread (剪刀差)
-3.70% EXPANDING
M1 demand deposits vs M2 liquidity growth (risk appetite)
Equity Risk Premium (ERP 股债性价比)
+6.08% ACCUMULATION
Earnings yield minus 10Y sovereign yield (>5% is high conviction buy)
China 10Y Sovereign Yield
2.12% TCM 10Y
Base risk-free rate for China asset allocation models
Yield Curve Slope (10Y - 1Y)
+0.46% STEEPENING
Term spread indicating bond market expectation of recovery
Latest National GDP
140.2T RMB
Per Capita: ¥99,665 (State Statistical Bureau)

M1 vs M2 YoY Growth & Scissors Trajectory

5-Year Historical Money Supply Dynamics
M2 YoY M1 YoY M1-M2 Spread

China Sovereign Yield Curve (10Y vs 1Y)

Cost of Capital & Fixed-Income Benchmark
10-Year Bond 1-Year Bond

Shenwan Level 1 Sector Radar (申万行业估值)

All 31 Level-1 industries classified by historical valuation percentiles, dividend yields, and capital intensity.

Mutual Funds Intelligence (公募基金全景)

Analyzing 25,000 China mutual funds across 219 asset management companies.

Code Fund Name Category Market Exchange Inception Date
Loading 25,000 mutual funds...
Showing 1–50 of 25,000

Company Matrix Screener (全市场股票矩阵)

Search and evaluate 5,664 A-Shares, 2,790 Hong Kong equities, and 5,557 U.S. companies.

Ticker Company Name Market Exchange FS Model Listing Status IPO Date
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Showing 1–50

Systematic Quant Signals & Factor Radar

Multi-factor algorithmic ranking across Piotroski financial strength, Sloan accrual anomalies, and Dividend Fortress balance sheets.

Code Name Quant Factor Rank PE-TTM PB ROE Div Yield Cash Quality (CFO/NI) Sloan Accruals Action
Evaluating factor matrices across market entities...

Institutional Mutual Fund Crowded Trade Radar

Tracking consensus equity holdings across 25,000 mutual funds to quantify liquidity contagion risks and identify stealth accumulation.

CR10 Concentration Ratio TOP 10 WEIGHT
Herfindahl-Hirschman (HHI) MARKET BREADTH
Top Consensus Holding HEAVY CONVICTION
Market Crowding Regime Evaluating... LIQUIDITY REGIME
Code Name Shenwan Sector Fund Holder Count Inst. Capital Held Float Held % Crowding Score Crowding Status Action
Scanning fund holdings telemetry across 25,000 mutual funds...

Core Alpha Pillars Command Center (核心六大量化支柱)

Market GPS fundamental quantitative framework: Quality rigour, deducted earnings truth, free cash flow margins, dividend yield spreads, institutional herd consensus, and macro liquidity precedence.

6 PILLARS ACTIVE

Pillar 1: Accounting Rigour & Quality (Piotroski 9-Point Health)

Screening equities with F-Score ≥ 7, low Sloan accruals, and operating cash exceeding reported profit.
Screening Universe...
Code Name Market Pillar Score PE-TTM PB Dividend Yield ROE Cash Quality Action
Loading qualifying universe...

Systematic Model Portfolios & Allocations (量化实盘与权重配置)

Actionable institutional portfolios dynamically constructed from forensic cash flow verification, Piotroski health, valuation tunnels, and dividend safety with strict 20% sector risk caps.

alpha20 Rebalance: Quarterly Benchmark: CSI 300

GPS Alpha 20 领航多因子旗舰组合

Multi-Factor Quality-Value Core (20% Max Sector Cap, Negative Sloan Accruals Preferred)

MODEL PORTFOLIO BASE ¥1,000,000 RMB Equal-Weighted / Risk-Capped
PORTFOLIO HOLDINGS
20 MAX 20% SECTOR
5 Sectors Covered
WEIGHTED P/E (TTM)
17.7x 3.19x P/B
Conservative Valuation Tunnel
EXPECTED ANNUAL YIELD
3.96% CASH DIVIDEND
Verified Payout History
AVG PIOTROSKI F-SCORE
7.5 / 9 ELITE TIER
9-Point Fundamental Solvency
WEIGHTED SLOAN ACCRUAL
-0.048 CASH SURPLUS
CFO Exceeds Accounting Profit

Multi-Year Walk-Forward Backtest & Realized Risk (历史回测与风险收益特征)

2019-01-01 to 2024-12-31 · 6-Year Full Cycle Simulation
ALPHA: +15.2% vs BENCHMARK
CUMULATIVE COMPOUND GROWTH (STRATEGY vs BENCHMARK)
● Strategy Model ● Benchmark
Annualized Return (CAGR) +19.4%
Benchmark CAGR +4.2%
Sharpe Ratio 1.28
Max Drawdown -18.4%
Quarterly Win Rate 75.0%
Alpha Spread +15.2%

Target Execution Order Sheet (实盘下单与持仓权重单)

20 Target Positions · Rebalance Frequency: Quarterly
ALL DATA REAL & VERIFIED
Rank Ticker Name Sector Target Weight % Allocation (¥1M) Quant Verdict GPS Score P/E P/B Yield ROE F-Score Action
Loading model portfolio allocations...