{ "schema": "prj007_targeted_inventory_freshness_review.v1", "review_date": "2026-10-29", "cutoff": "2026-10-29; source publication dates checked separately from observation dates", "scope": "battery September dating, LH post-Oct1, saltplant ore after September; finite public search and existing/new report checks", "owner_entry": "PRJ-007 / 来源核查/库存同轴LCE序列试算记录.md#targeted-refresh-20261029", "governance": "GOV 1.3; research evidence review only; no DB ingestion, forecast parameters or workbench mutation", "target_decisions": [ { "target": "battery", "latest_usable_period": "2026-08", "main_chart_new_points": 0, "status": "dating_conflict_unresolved", "evidence": "Oct19 report p23 says Aug: LFP169.2 and ternary59.1GWh. New Oct28-indexed/Oct26-cover 25-page version p23 says Sep for identical numbers/growth, while usage split32.6/195.7 still Aug. Same author/week, not independent confirmation. Huabao Oct26 p38 mixes Sep production with Aug shipments and omits inventory period; Wh unit typo; no new dating.", "adoption": "retain Aug; no copied Sep value, ratio-to-volume substitution or production-sales-as-stock", "trigger": "independent same-scope Sep physical quantity or explicit source correction" }, { "target": "lh_display", "latest_usable_period": "2026-10-01", "main_chart_new_points": 0, "status": "public_numeric_gap_but_reporting_capability_confirmed", "evidence": "SMM official notice: weekly Thu15:00, upper/lower/other. Huatai whitepaper latest explicit point remains Oct1 total41000t. Guolian Oct25 names Oct19-23 window: control stocks/cautious spot buying and continued contract deliveries, no new stock tonnage.", "adoption": "qualitative context usable for its stated window; does not establish post-Oct1 increase/decrease or extend quantitative line", "trigger": "public weekly numeric table, named report with dates and all holders, or source revision; no paid subscription" }, { "target": "ore", "latest_usable_period": "2026-09", "main_chart_new_points": 0, "status": "monthly_latest_reconfirmed_and_object_narrowed", "value_t_lce": 128552, "change_t_lce": -7214, "evidence": "Newly fetched Zijin Oct26-cover/Oct28-indexed full report p9 repeats September sample. Label explicitly lithium-ore inventory held by saltplants, not all feedstocks.", "adoption": "scope label should say saltplant lithium-ore feedstock; mineral/geography/sample/grade/yield conversion still unconfirmed; cannot extrapolate Oct", "trigger": "next explicit month for same series; no common6% grade proxy" } ], "supplementary_findings": [ { "id": "mysteel_lc_20261028", "identity": "named_reprint_institution_inventory", "source": "huatai_daily_20261029.pdf p1", "observation_date": "2026-10-28", "previous_date_as_reported": "2026-10-21", "product": "lithium carbonate", "native_unit": "t_product", "total": 96160, "change": -3120, "buckets": { "saltplant": 20250, "trade": 34060, "material_terminal": 41850 }, "bucket_changes": { "saltplant": -1150, "trade": 280, "material_terminal": -2250 }, "adoption": "usable research side evidence for named207-sample and stated week; no replacement/splice into SMM or automatic redate of prior research" }, { "id": "mysteel_external_ore_sep", "identity": "named_reprint_institution_inventory", "source": "zijin_indexed_20261028.pdf p9", "period": "2026-09", "native_unit": "ten_thousand_t_ore", "total": 43.5, "plant": 34.2, "in_transit": 9.3, "adoption": "raw-tonne stock-location context; not same scope as SMM LCE and not convertible without same-pool grade", "issue": "printed total change -5.5 tonnes conflicts with plant -6.0 and in-transit +0.5 ten-thousand-tonne changes; retain exact stock figures, do not adopt the total delta unit", "already_in_database": "435000t total, 19-saltplant sample; factory/transit remain null in formal public fragment. This review adds named-reprint split, not first total." }, { "id": "lc_monthly_sep_summary_lead", "identity": "third_party_AI_summary_candidate", "source": "https://reportify.cn/reports/1313143527898746880", "publisher_as_attributed": "广发期货", "publication_date": "2026-10-29", "candidate_period": "2026-09", "candidate_total_t": 47066, "candidate_downstream_t": 40643, "candidate_refinery_t": 6423, "adoption": "not adopted or plotted: original data page and monthly definition not retrieved; candidate suggests old monthly series may continue; main chart old-series cutoff is a display choice, not proof no release" }, { "id": "aggregate_29625_wrong_object", "identity": "excluded_search_lead", "source": "aggregate_lh_lead.html", "reason": "29625tLCE belongs to trader ore inventory, not LH. Aggregate dashboard no independent original proof; not adopted" } ], "source_receipts": [ { "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/huatai_daily_20261029.pdf", "sha256": "f8f932368755029fa6745e6a5cddc5251bdf266bb75c7835559d21b7c1aa0348", "role": "verified_source_or_named_reprint" }, { "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/zijin_indexed_20261028.pdf", "sha256": "aa54ce42fbe1bd8cb53e87d8978bb4c442ac19d49fa65f50875ed1311bcb6ccd", "role": "verified_source_or_named_reprint" }, { "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/huabao_weekly_20261026.pdf", "sha256": "8c0e1944980f004b175e6434cdae4e6ed4c174c609cc8dc8f21ca0adbad00341", "role": "verified_source_or_named_reprint" }, { "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/smm_lh_weekly_notice.html", "sha256": "437bfa885589f100ae871fb007f08d39182ad8694abaad32825913d9b06b4534", "role": "verified_source_or_named_reprint" }, { "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/guolian_lh_week_20261025.html", "sha256": "ad636cf9e2a2a492f9412208ec3b328001e92f73fd7ee1dd9bafc9765780e5f5", "role": "verified_source_or_named_reprint" }, { "file": "锂矿周期研究/02数据平台与接口/产业链数据框架_v2/raw/inventory/prj007_lce_axis_enrichment_20261028/targeted_refresh_20261029/reportify_lc_monthly_lead.html", "sha256": "8edec0ebc050b46f0bbc4237311eb75175e7bf5daa1afb7fadddfd3d6eee6fef", "role": "third_party_summary_candidate_only" } ], "search_coverage": { "mx_queries": 12, "mx_returned_total": 81, "mx": [ { "file": "battery_1026_independent_lead_mx.json", "api_status": 0, "returned_items": 12, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "battery_independent_mx.json", "api_status": 0, "returned_items": 0, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "battery_sep_mx.json", "api_status": 0, "returned_items": 12, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "battery_smm_mx.json", "api_status": 0, "returned_items": 12, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "lc_sep_old_lead_mx.json", "api_status": 0, "returned_items": 0, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "lh_month_sep_mx.json", "api_status": 0, "returned_items": 0, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "lh_oct23_lead_mx.json", "api_status": 0, "returned_items": 15, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "lh_oct_mx.json", "api_status": 0, "returned_items": 0, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "lh_week_later_mx.json", "api_status": 0, "returned_items": 15, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "raw_oct_lce_mx.json", "api_status": 0, "returned_items": 0, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "raw_sep_definition_mx.json", "api_status": 0, "returned_items": 0, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" }, { "file": "raw_sep_oct_mx.json", "api_status": 0, "returned_items": 15, "query": null, "screening": "all returned items inspected for inventory terms, product and observation period; future-dated/irrelevant records excluded" } ], "web_response_files": [ "prj007_web_leads.json", "prj007_web_sources_a.json", "prj007_web_sources_b.json", "prj007_web_targeted_b.json", "prj007_web_targeted_c.json", "prj007_web_targeted_d.json", "prj007_web_targeted_e.json", "prj007_web_targeted_f.json" ] }, "access_notes": [ "Initial web transport failed, later calls succeeded; PDF web-reader failed but direct public PDF fetch succeeded and pages were rendered.", "SMM notice HTML was gzip-encoded; decoded and official text verified; not a paywall.", "Reportify original PDF unavailable in inspected page; retrieved summary remains candidate.", "Some searches returned no items; not evidence of no disclosure." ], "completion": "finite targeted review complete; three primary chart endpoints unchanged; supplementary evidence recorded; database/workbench not updated", "preserved_files": { "锂矿周期研究/00项目管理/01_PRJ_有限期项目/PRJ-007_库存连续性与公司库存压力验证/inputs/lce_inventory_axis_trial.json": "4a8ed907aa40bcf29f6abbc514efa7a33e83e8310c802f02983f04cf1e814cfa", "锂矿周期研究/00项目管理/01_PRJ_有限期项目/PRJ-007_库存连续性与公司库存压力验证/outputs/lce_inventory_axis_trial_20261028/points.csv": "3ae83367251896d5bf8774ef72363d712226e3ce928b121badf02b1b644027e2", "锂矿周期研究/00项目管理/01_PRJ_有限期项目/PRJ-007_库存连续性与公司库存压力验证/outputs/lce_inventory_axis_trial_20261028/display_points.json": "c520433317be9a24799d03c22a800799e0fcf5316896f9c6739db53aef7a0614", "锂矿周期研究/04研究工作台/锂产业链研究工作台/current.json": "c014d4aebcfa91a9947699348a3fa8efa872b6f4e926e350339cf2cc4c7f8a54", "锂矿周期研究/04研究工作台/锂产业链研究工作台/临时审核/2026-10-27_PRJ-007库存双版审核/native-r4/data.json": "1a50beb8f67ff7a69b28f79bda5e488a25bcecead3f973d80d7de95b5cfbd8e0" }, "live_db_check": { "role": "read-only selected canonical inventory interfaces", "receipt": "live_database_readonly_check.json", "views": [ "mart.institutional_inventory_history", "mart.weekly_report_updates", "mart.project4_wp5_mysteel_inventory_public_fragments", "normalized.metric_observation" ], "finding": "No later eligible absolute stock point for three target lines in inspected results; SMM ore Sep and LH new weekly Oct1 are prior research-only supplements. Mysteel Sep 435000t total already in DB; factory/transit fields still null, newly sourced named-reprint split remains separate. ICC Sept anchor is a different population from SMM monthly candidate." } }