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섹터 유니버스 분리와 월간 갱신 정합화

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김재현
2026-06-15 02:29:29 +09:00
parent e2820065d1
commit 82ca4ddbfd
11 changed files with 1658 additions and 43 deletions
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src/gas_adapter_parts/gdc_02_account_satellite.gs
+11 -5
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@@ -1806,10 +1806,16 @@ function getCoreSatelliteUniverse() {
// 자동차
{ code:"005380", name:"현대차", sector:"자동차" },
{ code:"000270", name:"기아", sector:"자동차" },
// 밸류업/금융
{ code:"105560", name:"KB금융", sector:"금융/은행" },
{ code:"055550", name:"신한지주", sector:"금융/은행" },
{ code:"024110", name:"기업은행", sector:"금융/은행" },
// 은행 / 증권 / 지주회사
{ code:"105560", name:"KB금융", sector:"은행" },
{ code:"055550", name:"신한지주", sector:"은행" },
{ code:"024110", name:"기업은행", sector:"은행" },
{ code:"071050", name:"한국금융지주", sector:"증권" },
{ code:"006800", name:"미래에셋증권", sector:"증권" },
{ code:"005940", name:"NH투자증권", sector:"증권" },
{ code:"180640", name:"한진칼", sector:"지주회사" },
{ code:"267250", name:"HD현대", sector:"지주회사" },
{ code:"034730", name:"SK", sector:"지주회사" },
// 바이오
{ code:"207940", name:"삼성바이오로직스",sector:"바이오" },
{ code:"068270", name:"셀트리온", sector:"바이오" },
@@ -1820,7 +1826,7 @@ function getCoreSatelliteUniverse() {
{ code:"006400", name:"삼성SDI", sector:"2차전지" },
{ code:"003670", name:"포스코퓨처엠",sector:"2차전지" },
// 지주/기타
{ code:"028260", name:"삼성물산", sector:"지주" }
{ code:"028260", name:"삼성물산", sector:"지주회사" }
];
list = defaults.map(t => ({ ...t, addedDate: todayStr }));
src/gas_adapter_parts/gdf_01_price_metrics.gs
+29 -6
View File
@@ -11,7 +11,7 @@
*
* 실행 시간 전략 (GAS 6분 제한):
* - data_feed: 보유 10종목만 → ~30초
* - sector_flow: 11섹터×3종목 → ~3분
* - sector_flow: 분리된 섹터×3종목 → ~3분
* - macro/unified: 단순 집계 → ~30초
* - core_satellite(100종목): 별도 트리거, 청크 분할 실행
*
@@ -27,13 +27,24 @@ const TICKERS_BASE = [
{ code: "000660", name: "SK하이닉스" },
{ code: "000270", name: "기아" },
{ code: "091160", name: "KODEX 반도체" },
{ code: "463250", name: "TIGER K방산&우주" },
{ code: "064350", name: "현대로템" },
{ code: "012450", name: "한화에어로스페이스" },
{ code: "117700", name: "KODEX 건설" },
{ code: "028050", name: "삼성E&A" },
{ code: "454320", name: "HANARO CAPEX설비투자iSelect" },
{ code: "010120", name: "LS ELECTRIC" },
{ code: "0117V0", name: "TIGER AI전력기기" },
{ code: "491820", name: "HANARO 전력설비투자" },
{ code: "494670", name: "TIGER 조선TOP10" },
{ code: "471990", name: "KODEX AI반도체핵심장비" },
{ code: "434730", name: "HANARO 원자력iSelect" },
{ code: "0111J0", name: "HANARO 증권고배당TOP3플러스" },
{ code: "307520", name: "TIGER 지주회사" },
{ code: "0190C0", name: "RISE 현대차고정피지컬AI" },
{ code: "011070", name: "LG이노텍" },
{ code: "010620", name: "현대미포" },
{ code: "121600", name: "나노신소재" },
];
// TICKERS 우선순위: TICKERS_BASE → account_snapshot 보유종목 → watch_tickers_override 수동 추가.
@@ -132,9 +143,12 @@ const TICKER_SECTOR_MAP = {
"010120": "AI전력", "267260": "AI전력", "006260": "AI전력",
"012450": "방산", "079550": "방산", "047810": "방산", "064350": "방산",
"329180": "조선", "042660": "조선", "009540": "조선",
"028050": "건설/EPC","000720": "건설/EPC","006360": "건설/EPC",
"028050": "플랜트/EPC","000720": "건설","006360": "건설",
"005380": "자동차", "000270": "자동차", "012330": "자동차",
"105560": "금융/은행","055550": "금융/은행","086790": "금융/은행",
"105560": "은행","055550": "은행","086790": "은행","316140": "은행","024110": "은행",
"071050": "증권","006800": "증권","005940": "증권","016360": "증권","039490": "증권",
"180640": "지주회사","267250": "지주회사","034730": "지주회사","000150": "지주회사","005490": "지주회사",
"003550": "지주회사","006260": "지주회사","078930": "지주회사","001040": "지주회사","010060": "지주회사",
"373220": "2차전지","006400": "2차전지","051910": "2차전지",
"207940": "바이오", "068270": "바이오", "128940": "바이오",
"099440": "원전", "023450": "원전", "015760": "원전",
@@ -142,8 +156,12 @@ const TICKER_SECTOR_MAP = {
// ETF — 해당 섹터로 매핑
"091160": "반도체", "0117V0": "AI전력", "494670": "조선",
"471990": "반도체", // KODEX AI반도체핵심장비 (누락 추가)
"266410": "바이오", "091180": "자동차", "091170": "금융/은행",
"266410": "바이오", "091180": "자동차", "091170": "은행",
"0111J0": "증권", "307520": "지주회사",
"305720": "2차전지","139220": "소비재",
"463250": "방산", "434730": "원전", "454320": "플랜트/EPC",
"491820": "전력설비", "117700": "건설", "0190C0": "로보틱스",
"011070": "로보틱스", "010620": "로보틱스", "121600": "로보틱스",
};
// 섹터 → Tier 매핑 (C5 daily_leader_scan 점수 정밀화)
@@ -151,14 +169,19 @@ const TICKER_SECTOR_MAP = {
const SECTOR_TIER_MAP = {
"반도체": "Tier_1",
"AI전력": "Tier_1",
"전력설비": "Tier_1",
"방산": "Tier_1",
"조선": "Tier_1",
"자동차": "Tier_2",
"2차전지": "Tier_2",
"바이오": "Tier_2",
"원전": "Tier_2",
"건설/EPC": "Tier_3",
"금융/은행":"Tier_3",
"건설": "Tier_3",
"플랜트/EPC": "Tier_3",
"로보틱스": "Tier_2",
"은행":"Tier_3",
"증권":"Tier_3",
"지주회사":"Tier_3",
"소비재": "Tier_3",
};