feat: 增加不同地区各渠道收入占比图

data/brk/brk_holdings.csv

@@ -0,0 +1,76 @@
+year,company,shares
+1988,大都会/ABC（Capital Cities/ABC）,3000000
+1988,房地美（Freddie Mac）,2400000
+1988,盖可保险（GEICO）,6850000
+1988,华盛顿邮报（Washington Post）,1727765
+1988,可口可乐（Coca-Cola）,14172500
+1989,大都会/ABC（Capital Cities/ABC）,3000000
+1989,房地美（Freddie Mac）,2400000
+1989,盖可保险（GEICO）,6850000
+1989,华盛顿邮报（Washington Post）,1727765
+1989,可口可乐（Coca-Cola）,23350000
+1990,大都会/ABC（Capital Cities/ABC）,3000000
+1990,房地美（Freddie Mac）,2400000
+1990,富国银行（Wells Fargo）,5000000
+1990,盖可保险（GEICO）,6850000
+1990,华盛顿邮报（Washington Post）,1727765
+1990,可口可乐（Coca-Cola）,46700000
+1991,大都会/ABC（Capital Cities/ABC）,3000000
+1991,房地美（Freddie Mac）,2495200
+1991,富国银行（Wells Fargo）,5000000
+1991,盖可保险（GEICO）,6850000
+1991,华盛顿邮报（Washington Post）,1727765
+1991,吉列（Gillette）,24000000
+1991,健力士（Guinness）,31247000
+1991,可口可乐（Coca-Cola）,46700000
+1992,大都会/ABC（Capital Cities/ABC）,3000000
+1992,房地美（Freddie Mac）,16196700
+1992,富国银行（Wells Fargo）,6358418
+1992,盖可保险（GEICO）,34250000
+1992,华盛顿邮报（Washington Post）,1727765
+1992,吉列（Gillette）,24000000
+1992,健力士（Guinness）,38335000
+1992,可口可乐（Coca-Cola）,93400000
+1992,通用动力（General Dynamics）,4350000
+1993,大都会/ABC（Capital Cities/ABC）,2000000
+1993,房地美（Freddie Mac）,13654600
+1993,富国银行（Wells Fargo）,6791218
+1993,盖可保险（GEICO）,34250000
+1993,华盛顿邮报（Washington Post）,1727765
+1993,吉列（Gillette）,24000000
+1993,健力士（Guinness）,38335000
+1993,可口可乐（Coca-Cola）,93400000
+1993,通用动力（General Dynamics）,4350000
+1994,大都会/ABC（Capital Cities/ABC）,20000000
+1994,房地美（Freddie Mac）,12761200
+1994,富国银行（Wells Fargo）,6791218
+1994,盖可保险（GEICO）,34250000
+1994,甘尼特（Gannett）,6854500
+1994,华盛顿邮报（Washington Post）,1727765
+1994,吉列（Gillette）,24000000
+1994,可口可乐（Coca-Cola）,100000000
+1994,美国运通（American Express）,27759941
+1994,PNC 银行（PNC Bank）,19453300
+1995,大都会/ABC（Capital Cities/ABC）,20000000
+1995,房地美（Freddie Mac）,12502500
+1995,富国银行（Wells Fargo）,6791218
+1995,盖可保险（GEICO）,34250000
+1995,吉列（Gillette）,48000000
+1995,可口可乐（Coca-Cola）,100000000
+1995,美国运通（American Express）,49456900
+1996,房地美（Freddie Mac）,64246000
+1996,富国银行（Wells Fargo）,7291418
+1996,华盛顿邮报（Washington Post）,1727765
+1996,华特迪士尼（Walt Disney）,24614214
+1996,吉列（Gillette）,48000000
+1996,可口可乐（Coca-Cola）,200000000
+1996,麦当劳（McDonald's）,30156600
+1996,美国运通（American Express）,49456900
+1997,房地美（Freddie Mac）,63977600
+1997,富国银行（Wells Fargo）,6690218
+1997,华盛顿邮报（Washington Post）,1727765
+1997,华特迪士尼（Walt Disney）,21563414
+1997,吉列（Gillette）,48000000
+1997,可口可乐（Coca-Cola）,200000000
+1997,旅行家集团（Travelers Group）,23733198
+1997,美国运通（American Express）,49456900

data/brk/rawData/brk_holdings_1988_1997_export.csv

@@ -0,0 +1,105 @@
+1997/12/31,,,,,,,,,,,
+公司名称,股份数量,成本（截至1997/12/31）（百万美元）*,市值（截至1997/12/31）（百万美元）,,,,,,,,
+美国运通 (American Express),"49,456,900 ","1,392.70 ","4,414.00 ",,,,,,,,
+可口可乐 (The Coca-Cola Company),"200,000,000 ","1,298.90 ","13,337.50 ",,,,,,,,
+迪士尼 (The Walt Disney Company),"21,563,414 ",381,"2,134.80 ",,,,,,,,
+房地美 (Freddie Mac),"63,977,600 ",329,"2,683.10 ",,,,,,,,
+吉列 (The Gillette Company),"48,000,000 ",600,"4,821.00 ",,,,,,,,
+旅行家集团 (Travelers Group Inc.),"23,733,198 ",604,"1,278.60 ",,,,,,,,
+华盛顿邮报 (The Washington Post Company),"1,727,765 ",11,841,,,,,,,,
+富国银行 (Wells Fargo & Company),"6,690,218 ",413,"2,270.90 ",,,,,,,,
+,,,,,,,,,,,
+1996/12/31,,,,,,,,,,,
+公司,股数,成本\*（百万美元，截至1996/12/31）,市值（百万美元，截至1996/12/31）,,,,,,,,
+美国运通,"49,456,900 ","1,392.70 ","2,794.30 ",,,,,,,,
+可口可乐,"200,000,000 ","1,298.90 ","10,525.00 ",,,,,,,,
+华特迪士尼,"24,614,214 ",577,"1,716.80 ",,,,,,,,
+房地美,"64,246,000 ",333,"1,772.80 ",,,,,,,,
+吉列,"48,000,000 ",600,"3,732.00 ",,,,,,,,
+麦当劳,"30,156,600 ","1,265.30 ","1,368.40 ",,,,,,,,
+华盛顿邮报,"1,727,765 ",11,579,,,,,,,,
+富国银行,"7,291,418 ",498,"1,966.90 ",,,,,,,,
+,,,,,,,,,,,
+1995/12/31,,,,,,,,,,,
+公司,股数,成本 1995/12/31（百万美元）,市值 1995/12/31（百万美元）,,,,,,,,
+美国运通 (American Express),"49,456,900 ","1,392.70 ","2,046.30 ",,,,,,,,
+大都会/ABC (Capital Cities/ABC),"20,000,000 ",345,"2,467.50 ",,,,,,,,
+可口可乐 (The Coca-Cola Company),"100,000,000 ","1,298.90 ","7,425.00 ",,,,,,,,
+房地美 (Freddie Mac),"12,502,500 ",260,"1,044.00 ",,,,,,,,
+盖可保险 (GEICO Corp.),"34,250,000 ",46,"2,393.20 ",,,,,,,,
+吉列 (The Gillette Company),"48,000,000 ",600,"2,502.00 ",,,,,,,,
+富国银行 (Wells Fargo & Company),"6,791,218 ",424,"1,466.90 ",,,,,,,,
+,,,,,,,,,,,
+1994/12/31,,,,,,,,,,,
+公司,股份数量,成本 （千美元）,市值（千美元）,,,,,,,,
+美国运通 ,"27,759,941 ","US$723,919 ","US$818,918 ",,,,,,,,
+大都会/ABC,"20,000,000 ","345,000 ","1,705,000 ",,,,,,,,
+可口可乐,"100,000,000 ","1,298,888 ","5,150,000 ",,,,,,,,
+房地美,"12,761,200 ","270,468 ","644,441 ",,,,,,,,
+甘尼特公司,"6,854,500 ","335,216 ","365,002 ",,,,,,,,
+盖可保险 (GEICO),"34,250,000 ","45,713 ","1,678,250 ",,,,,,,,
+吉列 (Gillette),"24,000,000 ","600,000 ","1,797,000 ",,,,,,,,
+PNC银行 (PNC Bank),"19,453,300 ","503,046 ","410,951 ",,,,,,,,
+华盛顿邮报,"1,727,765 ","9,731 ","418,983 ",,,,,,,,
+富国银行 ,"6,791,218 ","423,680 ","984,727 ",,,,,,,,
+,,,,,,,,,,,
+,,,,,,,,,,,
+1993/12/31,,,,,,,,,,,
+公司名称,股份数量,成本（千美元）,市值（千美元）,,,,,,,,
+大都会/ABC ,"2,000,000 ","US$345,000 ","US$1,239,000 ",,,,,,,,
+可口可乐 ,"93,400,000 ","1,023,920 ","4,167,975 ",,,,,,,,
+房地美 ,"13,654,600 ","307,505 ","681,023 ",,,,,,,,
+盖可保险 ,"34,250,000 ","45,713 ","1,759,594 ",,,,,,,,
+通用动力 ,"4,350,000 ","94,938 ","401,287 ",,,,,,,,
+吉列 ,"24,000,000 ","600,000 ","1,431,000 ",,,,,,,,
+健力士,"38,335,000 ","333,019 ","270,822 ",,,,,,,,
+华盛顿邮报 ,"1,727,765 ","9,731 ","440,148 ",,,,,,,,
+富国银行,"6,791,218 ","423,680 ","878,614 ",,,,,,,,
+,,,,,,,,,,,
+1992/12/31,,,,,,,,,,,
+公司名称,股份数量,成本 （千美元）,市值（千美元）,,,,,,,,
+大都会/ABC,"3,000,000 ","US$517,500 ","US$1,523,500 ",,,,,,,,
+可口可乐,"93,400,000 ","1,023,920 ","3,911,125 ",,,,,,,,
+房地美 ,"16,196,700 ","414,257 ","783,515 ",,,,,,,,
+盖可保险 ,"34,250,000 ","45,713 ","2,226,250 ",,,,,,,,
+通用动力,"4,350,000 ","312,438 ","450,769 ",,,,,,,,
+吉列 ,"24,000,000 ","600,000 ","1,365,000 ",,,,,,,,
+健力士,"38,335,000 ","333,019 ","299,581 ",,,,,,,,
+华盛顿邮报 ,"1,727,765 ","9,731 ","396,954 ",,,,,,,,
+富国银行,"6,358,418 ","380,983 ","485,624 ",,,,,,,,
+,,,,,,,,,,,
+1991/12/31,,,,,,,,,,,
+公司,股数,成本（千美元）,市值（千美元）,,,,,,,,
+大都会/ABC,"3,000,000 ","US$517,500 ","US$1,300,500 ",,,,,,,,
+可口可乐,"46,700,000 ","1,023,920 ","3,747,675 ",,,,,,,,
+房地美,"2,495,200 ","77,245 ","343,090 ",,,,,,,,
+盖可保险,"6,850,000 ","45,713 ","1,363,150 ",,,,,,,,
+吉列,"24,000,000 ","600,000 ","1,347,000 ",,,,,,,,
+健力士 ,"31,247,000 ","264,782 ","296,755 ",,,,,,,,
+华盛顿邮报,"1,727,765 ","9,731 ","336,050 ",,,,,,,,
+富国银行,"5,000,000 ","289,431 ","290,000 ",,,,,,,,
+,,,,,,,,,,,
+1990/12/31,,,,,,,,,,,
+公司,持股数量,成本（千美元）,市值（千美元）,,,,,,,,
+大都会/ABC公司,"3,000,000 ","US$517,500 ","US$1,377,375 ",,,,,,,,
+可口可乐公司,"46,700,000 ","1,023,920 ","2,171,550 ",,,,,,,,
+联邦住房贷款抵押公司,"2,400,000 ","71,729 ","117,000 ",,,,,,,,
+盖可保险公司,"6,850,000 ","45,713 ","1,110,556 ",,,,,,,,
+华盛顿邮报公司,"1,727,765 ","9,731 ","342,097 ",,,,,,,,
+富国银行,"5,000,000 ","289,431 ","289,375 ",,,,,,,,
+,,,,,,,,,,,
+1989/12/31,,,,,,,,,,,
+股份数量,公司名称,成本（千美元）,市值（千美元）,,,,,,,,
+"3,000,000 ",大都会/ABC,"US$517,500 ","US$1,692,375 ",,,,,,,,
+"23,350,000 ",可口可乐,"1,023,920 ","1,803,787 ",,,,,,,,
+"2,400,000 ",房地美优先股,"71,729 ","161,100 ",,,,,,,,
+"6,850,000 ",盖可保险,"45,713 ","1,044,625 ",,,,,,,,
+"1,727,765 ",华盛顿邮报 ,"9,731 ","486,366 ",,,,,,,,
+,,,,,,,,,,,
+1988/12/31,,,,,,,,,,,
+股份数量,公司名称,成本（千美元）,市值（千美元）,,,,,,,,
+"3,000,000 ",大都会/ABC,"US$517,500 ","US$1,086,750 ",,,,,,,,
+"14,172,500 ",可口可乐公司,"592,540 ","632,448 ",,,,,,,,
+"2,400,000 ",联邦住宅贷款抵押公司优先股\*,"71,729 ","121,200 ",,,,,,,,
+"6,850,000 ",盖可保险,"45,713 ","849,400 ",,,,,,,,
+"1,727,765 ",华盛顿邮报公司,"9,731 ","364,126 ",,,,,,,,

data/ppmt/ppmt_channel_share_americas.csv

@@ -0,0 +1,8 @@
+period,retail,robot_store,own_app,tiktok,amazon,online_other,wholesale,total_revenue
+2024H1,47.5,7.1,15.8,8.2,0.0,10.9,10.4,1.83
+2024H2,41.0,4.0,26.3,15.0,0.0,7.3,6.3,6.19
+2024FY,42.5,4.7,23.9,13.5,0.0,8.1,7.2,8.02
+2025H1,32.5,4.6,39.2,13.9,0.0,5.5,4.2,22.65
+2025H2,27.9,2.8,43.7,16.0,0.0,7.0,2.7,45.42
+2025FY,29.4,3.4,42.2,15.3,0.0,6.5,3.2,68.07
+2026H1,47.8,5.5,26.0,0.0,8.9,3.3,8.6,18.91

data/ppmt/ppmt_channel_share_americas_annual.csv

@@ -0,0 +1,3 @@
+period,retail,robot_store,own_app,tiktok,amazon,online_other,wholesale,total_revenue
+2024FY,42.5,4.7,23.9,13.5,0.0,8.1,7.2,8.02
+2025FY,29.4,3.4,42.2,15.3,0.0,6.5,3.2,68.07

data/ppmt/ppmt_channel_share_americas_halfyear.csv

@@ -0,0 +1,6 @@
+period,retail,robot_store,own_app,tiktok,amazon,online_other,wholesale,total_revenue
+2024H1,47.5,7.1,15.8,8.2,0.0,10.9,10.4,1.83
+2024H2,41.0,4.0,26.3,15.0,0.0,7.3,6.3,6.19
+2025H1,32.5,4.6,39.2,13.9,0.0,5.5,4.2,22.65
+2025H2,27.9,2.8,43.7,16.0,0.0,7.0,2.7,45.42
+2026H1,47.8,5.5,26.0,0.0,8.9,3.3,8.6,18.91

data/ppmt/ppmt_channel_share_apac.csv

@@ -0,0 +1,8 @@
+period,retail,robot_store,own_app,shopee,online_other,wholesale,total_revenue
+2024H1,60.9,2.1,5.0,5.1,10.7,16.2,7.97
+2024H2,51.1,1.0,11.5,10.5,12.8,13.0,23.13
+2024FY,53.6,1.3,9.8,9.2,12.3,13.8,31.10
+2025H1,52.4,1.2,11.0,9.9,16.7,9.0,28.51
+2025H2,54.8,1.2,22.2,5.6,10.7,5.6,51.60
+2025FY,53.9,1.2,18.2,7.1,12.8,6.8,80.11
+2026H1,66.6,2.2,13.1,4.2,7.7,6.2,25.76

data/ppmt/ppmt_channel_share_apac_annual.csv

@@ -0,0 +1,3 @@
+period,retail,robot_store,own_app,shopee,online_other,wholesale,total_revenue
+2024FY,53.6,1.3,9.8,9.2,12.3,13.8,31.10
+2025FY,53.9,1.2,18.2,7.1,12.8,6.8,80.11

data/ppmt/ppmt_channel_share_apac_halfyear.csv

@@ -0,0 +1,6 @@
+period,retail,robot_store,own_app,shopee,online_other,wholesale,total_revenue
+2024H1,60.9,2.1,5.0,5.1,10.7,16.2,7.97
+2024H2,51.1,1.0,11.5,10.5,12.8,13.0,23.13
+2025H1,52.4,1.2,11.0,9.9,16.7,9.0,28.51
+2025H2,54.8,1.2,22.2,5.6,10.7,5.6,51.60
+2026H1,66.6,2.2,13.1,4.2,7.7,6.2,25.76

data/ppmt/ppmt_channel_share_china.csv

@@ -0,0 +1,8 @@
+period,retail,robot_store,roboshop,tmall,douyin,online_other,wholesale,total_revenue
+2024H1,56.9,9.6,11.3,5.7,5.9,3.8,6.8,35.22
+2024H2,48.4,7.7,13.3,8.0,7.3,5.5,9.8,53.65
+2024FY,51.8,8.5,12.5,7.1,6.8,4.8,8.6,88.87
+2025H1,53.2,8.2,13.6,7.9,6.8,7.2,3.2,82.82
+2025H2,45.1,5.3,18.3,9.0,8.2,9.0,5.1,125.69
+2025FY,48.3,6.5,16.4,8.6,7.6,8.3,4.4,208.51
+2026H1,49.9,6.4,16.9,7.4,8.0,6.9,4.5,122.00

data/ppmt/ppmt_channel_share_china_annual.csv

@@ -0,0 +1,3 @@
+period,retail,robot_store,roboshop,tmall,douyin,online_other,wholesale,total_revenue
+2024FY,51.8,8.5,12.5,7.1,6.8,4.8,8.6,88.87
+2025FY,48.3,6.5,16.4,8.6,7.6,8.3,4.4,208.51

data/ppmt/ppmt_channel_share_china_halfyear.csv

@@ -0,0 +1,6 @@
+period,retail,robot_store,roboshop,tmall,douyin,online_other,wholesale,total_revenue
+2024H1,56.9,9.6,11.3,5.7,5.9,3.8,6.8,35.22
+2024H2,48.4,7.7,13.3,8.0,7.3,5.5,9.8,53.65
+2025H1,53.2,8.2,13.6,7.9,6.8,7.2,3.2,82.82
+2025H2,45.1,5.3,18.3,9.0,8.2,9.0,5.1,125.69
+2026H1,49.9,6.4,16.9,7.4,8.0,6.9,4.5,122.00

data/ppmt/ppmt_channel_share_europe.csv

@@ -0,0 +1,8 @@
+period,retail,robot_store,own_app,online_other,wholesale,total_revenue
+2024H1,70.7,1.7,1.7,17.2,8.6,0.58
+2024H2,64.1,0.6,11.0,13.3,11.0,1.81
+2024FY,65.7,0.8,8.8,14.2,10.5,2.39
+2025H1,57.0,0.8,17.8,16.8,7.5,4.77
+2025H2,60.0,1.3,23.7,11.2,3.8,9.74
+2025FY,59.0,1.2,21.8,13.0,5.0,14.51
+2026H1,79.6,2.2,10.5,3.0,4.7,5.06

data/ppmt/ppmt_channel_share_europe_annual.csv

@@ -0,0 +1,3 @@
+period,retail,robot_store,own_app,online_other,wholesale,total_revenue
+2024FY,65.7,0.8,8.8,14.2,10.5,2.39
+2025FY,59.0,1.2,21.8,13.0,5.0,14.51

data/ppmt/ppmt_channel_share_europe_halfyear.csv

@@ -0,0 +1,6 @@
+period,retail,robot_store,own_app,online_other,wholesale,total_revenue
+2024H1,70.7,1.7,1.7,17.2,8.6,0.58
+2024H2,64.1,0.6,11.0,13.3,11.0,1.81
+2025H1,57.0,0.8,17.8,16.8,7.5,4.77
+2025H2,60.0,1.3,23.7,11.2,3.8,9.74
+2026H1,79.6,2.2,10.5,3.0,4.7,5.06

data/ppmt/rawData/地区渠道收入.csv

@@ -14,6 +14,26 @@ region,channel,period,revenue
 中国,线上渠道,2025H1,29.37
 中国,线上渠道,2025FY,85.22
 中国,线上渠道,2026H1,47.79
+中国,泡泡玛特抽盒机,2024H1,3.99
+中国,泡泡玛特抽盒机,2024FY,11.14
+中国,泡泡玛特抽盒机,2025H1,11.25
+中国,泡泡玛特抽盒机,2025FY,34.23
+中国,泡泡玛特抽盒机,2026H1,20.63
+中国,天猫旗舰店,2024H1,1.99
+中国,天猫旗舰店,2024FY,6.28
+中国,天猫旗舰店,2025H1,6.58
+中国,天猫旗舰店,2025FY,17.85
+中国,天猫旗舰店,2026H1,9.01
+中国,抖音平台,2024H1,2.09
+中国,抖音平台,2024FY,6.01
+中国,抖音平台,2025H1,5.61
+中国,抖音平台,2025FY,15.90
+中国,抖音平台,2026H1,9.76
+中国,其他线上渠道,2024H1,1.34
+中国,其他线上渠道,2024FY,4.29
+中国,其他线上渠道,2025H1,5.93
+中国,其他线上渠道,2025FY,17.24
+中国,其他线上渠道,2026H1,8.38
 中国,批发及其他,2024H1,2.39
 中国,批发及其他,2024FY,7.63
 中国,批发及其他,2025H1,2.61
@@ -34,6 +54,21 @@ region,channel,period,revenue
 亚太,线上渠道,2025H1,10.69
 亚太,线上渠道,2025FY,30.53
 亚太,线上渠道,2026H1,6.44
+亚太,自研APP及官方网站,2024H1,0.40
+亚太,自研APP及官方网站,2024FY,3.05
+亚太,自研APP及官方网站,2025H1,3.13
+亚太,自研APP及官方网站,2025FY,14.58
+亚太,自研APP及官方网站,2026H1,3.38
+亚太,Shopee,2024H1,0.41
+亚太,Shopee,2024FY,2.85
+亚太,Shopee,2025H1,2.81
+亚太,Shopee,2025FY,5.69
+亚太,Shopee,2026H1,1.07
+亚太,其他线上渠道,2024H1,0.85
+亚太,其他线上渠道,2024FY,3.82
+亚太,其他线上渠道,2025H1,4.75
+亚太,其他线上渠道,2025FY,10.26
+亚太,其他线上渠道,2026H1,1.99
 亚太,批发及其他,2024H1,1.29
 亚太,批发及其他,2024FY,4.30
 亚太,批发及其他,2025H1,2.56
@@ -54,6 +89,26 @@ region,channel,period,revenue
 美洲,线上渠道,2025H1,13.27
 美洲,线上渠道,2025FY,43.54
 美洲,线上渠道,2026H1,7.22
+美洲,自研APP及官方网站,2024H1,0.29
+美洲,自研APP及官方网站,2024FY,1.92
+美洲,自研APP及官方网站,2025H1,8.87
+美洲,自研APP及官方网站,2025FY,28.70
+美洲,自研APP及官方网站,2026H1,4.91
+美洲,TikTok,2024H1,0.15
+美洲,TikTok,2024FY,1.08
+美洲,TikTok,2025H1,3.15
+美洲,TikTok,2025FY,10.40
+美洲,TikTok,2026H1,0.00
+美洲,亚马逊,2024H1,0.00
+美洲,亚马逊,2024FY,0.00
+美洲,亚马逊,2025H1,0.00
+美洲,亚马逊,2025FY,0.00
+美洲,亚马逊,2026H1,1.68
+美洲,其他线上渠道,2024H1,0.20
+美洲,其他线上渠道,2024FY,0.65
+美洲,其他线上渠道,2025H1,1.25
+美洲,其他线上渠道,2025FY,4.44
+美洲,其他线上渠道,2026H1,0.63
 美洲,批发及其他,2024H1,0.19
 美洲,批发及其他,2024FY,0.58
 美洲,批发及其他,2025H1,0.96
@@ -74,6 +129,16 @@ region,channel,period,revenue
 欧洲及其他,线上渠道,2025H1,1.65
 欧洲及其他,线上渠道,2025FY,5.05
 欧洲及其他,线上渠道,2026H1,0.68
+欧洲及其他,自研APP及官方网站,2024H1,0.01
+欧洲及其他,自研APP及官方网站,2024FY,0.21
+欧洲及其他,自研APP及官方网站,2025H1,0.85
+欧洲及其他,自研APP及官方网站,2025FY,3.16
+欧洲及其他,自研APP及官方网站,2026H1,0.53
+欧洲及其他,其他线上渠道,2024H1,0.10
+欧洲及其他,其他线上渠道,2024FY,0.34
+欧洲及其他,其他线上渠道,2025H1,0.80
+欧洲及其他,其他线上渠道,2025FY,1.89
+欧洲及其他,其他线上渠道,2026H1,0.15
 欧洲及其他,批发及其他,2024H1,0.05
 欧洲及其他,批发及其他,2024FY,0.25
 欧洲及其他,批发及其他,2025H1,0.36

js/charts/brk_holdings.js

@@ -0,0 +1,174 @@
+import {
+  PALETTE, FONT, categoryAxis, titleStyle,
+  standardLegend, footnote, watermarks, LAYOUT,
+} from '../theme.js';
+
+const STATE_LABELS = {
+  initial: '期初持有',
+  added: '新建仓',
+  held: '持续持有',
+  sold: '清仓',
+};
+
+const STATE_COLORS = {
+  initial: PALETTE.sand,
+  added: PALETTE.green,
+  sold: PALETTE.coral,
+};
+
+const SHORT_NAMES = {
+  '美国运通（American Express）': '美国运通',
+  '可口可乐（Coca-Cola）': '可口可乐',
+  '华特迪士尼（Walt Disney）': '迪士尼',
+  '房地美（Freddie Mac）': '房地美',
+  '吉列（Gillette）': '吉列',
+  '旅行家集团（Travelers Group）': '旅行家集团',
+  '华盛顿邮报（Washington Post）': '华盛顿邮报',
+  '富国银行（Wells Fargo）': '富国银行',
+  '大都会/ABC（Capital Cities/ABC）': '大都会/ABC',
+  '盖可保险（GEICO）': '盖可保险',
+  '甘尼特（Gannett）': '甘尼特',
+  'PNC 银行（PNC Bank）': 'PNC 银行',
+  '通用动力（General Dynamics）': '通用动力',
+  '健力士（Guinness）': '健力士',
+  "麦当劳（McDonald's）": '麦当劳',
+};
+
+function formatShares(value) {
+  return Number(value).toLocaleString('en-US');
+}
+
+function quantityChange(current, previous) {
+  if (!Number.isFinite(previous)) return '无可比上年数据';
+  const change = current - previous;
+  const sign = change > 0 ? '+' : '';
+  return `${sign}${formatShares(change)} 股`;
+}
+
+export function brkHoldingsChart(rows, { width, height }) {
+  const years = [...new Set(rows.map((row) => row.year))].sort((a, b) => a - b);
+  const holdingsByYear = new Map(years.map((year) => [year, new Map()]));
+  const firstYearByCompany = new Map();
+  const maxSharesByCompany = new Map();
+
+  rows.forEach((row) => {
+    holdingsByYear.get(row.year).set(row.company, row.shares);
+    firstYearByCompany.set(row.company, Math.min(firstYearByCompany.get(row.company) ?? row.year, row.year));
+    maxSharesByCompany.set(row.company, Math.max(maxSharesByCompany.get(row.company) ?? 0, row.shares));
+  });
+
+  const companies = [...firstYearByCompany.keys()].sort((a, b) => (
+    firstYearByCompany.get(a) - firstYearByCompany.get(b) || a.localeCompare(b, 'zh-CN')
+  ));
+  const dataByState = { initial: [], added: [], held: [], sold: [] };
+
+  years.forEach((year, yearIndex) => {
+    const current = holdingsByYear.get(year);
+    const previous = yearIndex > 0 ? holdingsByYear.get(years[yearIndex - 1]) : new Map();
+
+    companies.forEach((company, companyIndex) => {
+      const shares = current.get(company);
+      const priorShares = previous.get(company);
+      let state;
+      if (Number.isFinite(shares)) {
+        state = yearIndex === 0 ? 'initial' : (Number.isFinite(priorShares) ? 'held' : 'added');
+      } else if (yearIndex > 0 && Number.isFinite(priorShares)) {
+        state = 'sold';
+      } else {
+        return;
+      }
+
+      const relativeSize = Number.isFinite(shares)
+        ? Math.sqrt(shares / maxSharesByCompany.get(company))
+        : 1;
+      const color = state === 'held'
+        ? `rgba(59, 110, 165, ${(0.38 + relativeSize * 0.62).toFixed(2)})`
+        : STATE_COLORS[state];
+      const labelColor = state === 'initial' || (state === 'held' && relativeSize < 0.55)
+        ? PALETTE.ink
+        : '#fff';
+      dataByState[state].push({
+        value: [yearIndex, companyIndex, shares ?? 0],
+        shares,
+        priorShares,
+        state,
+        shortName: SHORT_NAMES[company] || company,
+        itemStyle: { color, borderColor: '#fff', borderWidth: 3 },
+        label: { color: labelColor },
+      });
+    });
+  });
+
+  return {
+    backgroundColor: '#fff',
+    title: {
+      ...titleStyle,
+      text: '伯克希尔主要持仓变动（1988–1997）',
+      subtext: '每格标注公司简称；持续持有的蓝色越深，表示相对持股数量越大',
+    },
+    legend: standardLegend([
+      STATE_LABELS.initial,
+      STATE_LABELS.added,
+      STATE_LABELS.held,
+      STATE_LABELS.sold,
+    ], { selectedMode: false, itemGap: 20 }),
+    tooltip: {
+      trigger: 'item',
+      textStyle: { fontFamily: FONT },
+      formatter: (params) => {
+        const data = params.data;
+        const company = companies[data.value[1]];
+        const year = years[data.value[0]];
+        const lines = [`<b>${year} · ${company}</b>`, `状态：${STATE_LABELS[data.state]}`];
+        if (Number.isFinite(data.shares)) {
+          lines.push(`年末持股：${formatShares(data.shares)} 股`);
+          if (data.state !== 'initial') lines.push(`较上年：${quantityChange(data.shares, data.priorShares)}`);
+        } else {
+          lines.push(`上年末持股：${formatShares(data.priorShares)} 股`);
+        }
+        return lines.join('<br/>');
+      },
+    },
+    // ECharts 的 heatmap 组件要求声明 visualMap；实际颜色由每个状态单元格的 itemStyle 控制。
+    visualMap: {
+      show: false,
+      min: 0,
+      max: Math.max(...rows.map((row) => row.shares)),
+      dimension: 2,
+      inRange: { color: ['#ffffff'] },
+    },
+    grid: { left: 258, right: 48, top: LAYOUT.gridTop, bottom: 72 },
+    xAxis: {
+      ...categoryAxis,
+      type: 'category',
+      data: years.map(String),
+      splitArea: { show: true, areaStyle: { color: ['#fbfbfa'] } },
+    },
+    yAxis: {
+      ...categoryAxis,
+      type: 'category',
+      inverse: true,
+      data: companies,
+      axisLabel: { ...categoryAxis.axisLabel, fontSize: 12, margin: 14 },
+      splitArea: { show: true, areaStyle: { color: ['#fbfbfa'] } },
+    },
+    series: Object.entries(dataByState).map(([state, data]) => ({
+      name: STATE_LABELS[state],
+      type: 'heatmap',
+      data,
+      label: {
+        show: true,
+        position: 'inside',
+        fontFamily: FONT,
+        fontSize: 12,
+        fontWeight: 600,
+        formatter: (params) => params.data.shortName,
+      },
+      emphasis: { itemStyle: { borderColor: PALETTE.ink, borderWidth: 2 } },
+    })),
+    graphic: [
+      ...watermarks(width, height),
+      footnote('绿色=相对上一年新增；红色=相对上一年清仓；蓝色深浅=相对持股数量 | @思考的Joey'),
+    ],
+  };
+}

js/charts/index.js

@@ -26,6 +26,7 @@ import { workingCapitalDaysChart } from './ppmt_working_capital_days.js';
 import { expenseStructureChart } from './ppmt_expense_structure.js';
 import { channelRevenueChart } from './ppmt_channel_revenue.js';
 import { channelShareChart } from './ppmt_channel_share.js';
+import { makeRegionChannelShareChart } from './ppmt_channel_share_region.js';
 import { storesRetailChart } from './ppmt_stores_retail.js';
 import { storesRobotChart } from './ppmt_stores_robot.js';
 import { regionShareChart } from './ppmt_region_share.js';
@@ -33,6 +34,7 @@ import { inventoryBalanceChart } from './ppmt_inventory.js';
 import { storesRetailShareChart } from './ppmt_stores_retail_share.js';
 import { retailStoreRevenueChart } from './ppmt_retail_store_revenue.js';
 import { robotStoreRevenueChart } from './ppmt_robot_store_revenue.js';
+import { brkHoldingsChart } from './brk_holdings.js';
 
 /** 图表构建函数注册表。manifest 只引用这里的 key，不直接引用 JS 函数。 */
 export const chartRegistry = {
@@ -64,6 +66,10 @@ export const chartRegistry = {
   'ppmt-expense-structure': expenseStructureChart,
   'ppmt-channel-revenue': channelRevenueChart,
   'ppmt-channel-share': channelShareChart,
+  'ppmt-channel-share-china': makeRegionChannelShareChart('china'),
+  'ppmt-channel-share-apac': makeRegionChannelShareChart('apac'),
+  'ppmt-channel-share-americas': makeRegionChannelShareChart('americas'),
+  'ppmt-channel-share-europe': makeRegionChannelShareChart('europe'),
   'ppmt-stores-retail': storesRetailChart,
   'ppmt-stores-robot': storesRobotChart,
   'ppmt-region-share': regionShareChart,
@@ -71,6 +77,7 @@ export const chartRegistry = {
   'ppmt-stores-retail-share': storesRetailShareChart,
   'ppmt-retail-store-revenue': retailStoreRevenueChart,
   'ppmt-robot-store-revenue': robotStoreRevenueChart,
+  'brk-holdings': brkHoldingsChart,
 };
 
 export function getChartBuilder(key) {

js/charts/ppmt_channel_share.js

@@ -1,7 +1,7 @@
 import { col } from '../csv.js';
 import {
   CHANNEL_COLORS, PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, standardLegend,
-  financialViewLabel, barSeries, footnote, watermarks, LAYOUT,
+  financialViewLabel, barSeries, stackedSharePoint, fanTinyLabelOffsets, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
 const CHANNELS = [
@@ -11,21 +11,14 @@ const CHANNELS = [
   { key: 'wholesale', name: '批发及其他', color: CHANNEL_COLORS.wholesale, labelColor: PALETTE.ink },
 ];
 
-function sharePoint(value, labelColor) {
-  if (!Number.isFinite(value) || value === 0) return null;
-  // 3.5% 以下的段放不下 11px 段内标签；当前数据最小为 3.7%（2025H2 机器人商店）
-  return {
-    value,
-    label: value >= 3.5
-      ? { position: 'inside', color: labelColor }
-      : { show: false },
-  };
-}
-
 /** 泡泡玛特全渠道收入占比：全部地区合并，每根柱按当期总收入归一化为 100%。 */
 export function channelShareChart(rows, { width, height, view = 'all' }) {
   const periods = col(rows, 'period');
   const barWidth = view === 'all' ? 48 : 80;
+  // 绘图区像素高：画布高 − grid top 145 − grid bottom 100；轴固定 0–100%
+  const pxPerUnit = (height - LAYOUT.gridTop - 100) / 100;
+  const seriesKeys = CHANNELS.map((item) => item.key);
+  const rowOffsets = fanTinyLabelOffsets(rows, seriesKeys, pxPerUnit);
 
   return {
     backgroundColor: '#fff',
@@ -59,9 +52,13 @@ export function channelShareChart(rows, { width, height, view = 'all' }) {
       interval: 20,
       axisLabel: { ...axisCommon.axisLabel, formatter: '{value}%' },
     },
-    series: CHANNELS.map((item) => barSeries({
+    series: CHANNELS.map((item, ci) => barSeries({
       name: item.name,
-      data: rows.map((row) => sharePoint(row[item.key], item.labelColor)),
+      data: rows.map((row, ri) => stackedSharePoint(row[item.key], {
+        pxPerUnit,
+        labelColor: item.labelColor,
+        dy: rowOffsets[ri][ci] ?? 0,
+      })),
       color: item.color,
       barWidth,
       stack: 'channel-share',

js/charts/ppmt_channel_share_region.js

@@ -0,0 +1,122 @@
+import { col } from '../csv.js';
+import {
+  CHANNEL_COLORS, PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, standardLegend,
+  financialViewLabel, barSeries, stackedSharePoint, fanTinyLabelOffsets, footnote, watermarks, LAYOUT,
+} from '../theme.js';
+
+/**
+ * 四地区共用同一套渠道语义色：零售店/机器人商店/批发及其他沿用渠道色板；
+ * 线上细分逐平台一色，抖音与 TikTok 同属一条生态线共用青色，其他线上为中性灰。
+ * 各图 5~7 个系列，图内两两 ΔE 已验算 > 25（最紧：抖音青 vs 中性灰 25.1）。
+ */
+const SERIES = {
+  retail: { name: '零售店', color: CHANNEL_COLORS.retail, labelColor: '#fff' },
+  robot_store: { name: '机器人商店', color: CHANNEL_COLORS.robotStore, labelColor: '#fff' },
+  wholesale: { name: '批发及其他', color: CHANNEL_COLORS.wholesale, labelColor: PALETTE.ink },
+  online_other: { name: '其他线上', color: PALETTE.grey, labelColor: '#fff' },
+  roboshop: { name: '抽盒机', color: CHANNEL_COLORS.online, labelColor: '#fff' },
+  tmall: { name: '天猫旗舰店', color: '#8256B2', labelColor: '#fff' },
+  douyin: { name: '抖音平台', color: '#4E9EA7', labelColor: '#fff' },
+  own_app: { name: '自研APP及官网', color: '#C05B76', labelColor: '#fff' },
+  shopee: { name: 'Shopee', color: PALETTE.brown, labelColor: '#fff' },
+  tiktok: { name: 'TikTok', color: '#4E9EA7', labelColor: '#fff' },
+  amazon: { name: '亚马逊', color: PALETTE.red, labelColor: '#fff' },
+};
+
+const REGIONS = {
+  china: {
+    title: '中国区',
+    source: '中国（含港澳台）',
+    series: ['retail', 'robot_store', 'roboshop', 'tmall', 'douyin', 'online_other', 'wholesale'],
+    footnote: '数据来源：泡泡玛特中国区（含港澳台）分渠道收入披露；H2为单半年（全年−H1）\n线上渠道按财报披露拆分为抽盒机、天猫旗舰店、抖音平台与其他线上 | @思考的Joey',
+  },
+  apac: {
+    title: '亚太区',
+    source: '亚太区',
+    series: ['retail', 'robot_store', 'own_app', 'shopee', 'online_other', 'wholesale'],
+    footnote: '数据来源：泡泡玛特亚太区分渠道收入披露；H2为单半年（全年−H1）\n线上渠道按财报披露拆分为自研APP及官网、Shopee与其他线上 | @思考的Joey',
+  },
+  americas: {
+    title: '美洲区',
+    source: '美洲区',
+    series: ['retail', 'robot_store', 'own_app', 'tiktok', 'amazon', 'online_other', 'wholesale'],
+    footnote: '数据来源：泡泡玛特美洲区分渠道收入披露；H2为单半年（全年−H1）\n2026H1起TikTok无收入，亚马逊为2026年新开渠道 | @思考的Joey',
+  },
+  europe: {
+    title: '欧洲及其他区',
+    source: '欧洲及其他地区',
+    series: ['retail', 'robot_store', 'own_app', 'online_other', 'wholesale'],
+    footnote: '数据来源：泡泡玛特欧洲及其他地区分渠道收入披露；H2为单半年（全年−H1）\n线上渠道按财报披露拆分为自研APP及官网与其他线上 | @思考的Joey',
+  },
+};
+
+/** 分地区渠道收入占比：线上渠道拆分披露的细分平台，每根柱按当期该地区总收入归一化。 */
+export function makeRegionChannelShareChart(regionKey) {
+  const region = REGIONS[regionKey];
+  if (!region) throw new Error(`未配置的地区渠道占比图：${regionKey}`);
+  return function regionChannelShareChart(rows, { width, height, view = 'all' }) {
+    const periods = col(rows, 'period');
+    const barWidth = view === 'all' ? 48 : 80;
+    // 绘图区像素高：画布高 − grid top 145 − grid bottom 100；轴固定 0–100%
+    const pxPerUnit = (height - LAYOUT.gridTop - 100) / 100;
+    const rowOffsets = fanTinyLabelOffsets(rows, region.series, pxPerUnit);
+
+    return {
+      backgroundColor: '#fff',
+      title: {
+        ...titleStyle,
+        text: `泡泡玛特${region.title}渠道收入占比（${financialViewLabel(view)}）`,
+        subtext: '归一化堆叠：每根柱为当期该地区总收入的 100%；线上渠道按披露细分拆分',
+      },
+      legend: standardLegend(region.series.map((key) => SERIES[key].name)),
+      tooltip: {
+        trigger: 'axis',
+        axisPointer: { type: 'shadow' },
+        textStyle: { fontFamily: FONT },
+        formatter: (params) => {
+          const row = rows[periods.indexOf(params[0].axisValue)];
+          return `<b>${params[0].axisValue}</b>　${region.source}总收入 ${row.total_revenue.toFixed(2)} 亿元<br/>${params
+            .filter((item) => item.value !== null)
+            .slice()
+            .reverse()
+            .map((item) => `${item.marker}${item.seriesName}: ${item.value.toFixed(1)}%`)
+            .join('<br/>')}`;
+        },
+      },
+      grid: { left: 78, right: 42, top: LAYOUT.gridTop, bottom: 100 },
+      xAxis: { ...standalonePeriodAxis, data: periods },
+      yAxis: {
+        ...axisCommon,
+        type: 'value',
+        min: 0,
+        max: 100,
+        interval: 20,
+        axisLabel: { ...axisCommon.axisLabel, formatter: '{value}%' },
+      },
+      series: region.series.map((key, ci) => barSeries({
+        name: SERIES[key].name,
+        data: rows.map((row, ri) => stackedSharePoint(row[key], {
+          pxPerUnit,
+          labelColor: SERIES[key].labelColor,
+          dy: rowOffsets[ri][ci] ?? 0,
+        })),
+        color: SERIES[key].color,
+        barWidth,
+        stack: `channel-share-${regionKey}`,
+        label: {
+          show: true,
+          position: 'inside',
+          fontSize: 11,
+          fontFamily: FONT,
+          fontWeight: 500,
+          formatter: (point) => `${point.value.toFixed(1)}%`,
+        },
+        emphasis: { focus: 'series' },
+      })),
+      graphic: [
+        ...watermarks(width, height),
+        footnote(region.footnote),
+      ],
+    };
+  };
+}

js/charts/ppmt_stores_retail_share.js

@@ -1,7 +1,7 @@
 import { col } from '../csv.js';
 import {
   PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, standardLegend,
-  financialViewLabel, barSeries, footnote, watermarks, LAYOUT,
+  financialViewLabel, barSeries, stackedSharePoint, fanTinyLabelOffsets, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
 /** 泡泡玛特分地区零售门店占比：每根柱标准化为各期末全球门店数的 100%。 */
@@ -13,19 +13,13 @@ const REGIONS = [
   { key: 'other', name: '其他', color: PALETTE.sand, labelColor: PALETTE.ink },
 ];
 
-function sharePoint(value, labelColor) {
-  if (!Number.isFinite(value) || value === 0) return null;
-  return {
-    value,
-    label: value >= 5
-      ? { position: 'inside', color: labelColor }
-      : { show: false },
-  };
-}
-
 export function storesRetailShareChart(rows, { width, height, view = 'all' }) {
   const periods = col(rows, 'period');
   const barWidth = view === 'all' ? 48 : 80;
+  // 绘图区像素高：画布高 − grid top 145 − grid bottom 100；轴固定 0–100%
+  const pxPerUnit = (height - LAYOUT.gridTop - 100) / 100;
+  const seriesKeys = REGIONS.map((item) => item.key);
+  const rowOffsets = fanTinyLabelOffsets(rows, seriesKeys, pxPerUnit);
 
   return {
     backgroundColor: '#fff',
@@ -59,9 +53,13 @@ export function storesRetailShareChart(rows, { width, height, view = 'all' }) {
       interval: 20,
       axisLabel: { ...axisCommon.axisLabel, formatter: '{value}%' },
     },
-    series: REGIONS.map((item) => barSeries({
+    series: REGIONS.map((item, ci) => barSeries({
       name: item.name,
-      data: rows.map((row) => sharePoint(row[item.key], item.labelColor)),
+      data: rows.map((row, ri) => stackedSharePoint(row[item.key], {
+        pxPerUnit,
+        labelColor: item.labelColor,
+        dy: rowOffsets[ri][ci] ?? 0,
+      })),
       color: item.color,
       barWidth,
       stack: 'stores-retail-share',

js/theme.js

@@ -291,6 +291,67 @@ export function barSeries({ name, data, color, barWidth, formatter, ...rest }) {
   };
 }
 
+/**
+ * 归一化堆叠占比图的矮段标签外置偏移。
+ * 段高不足（< minInsidePx 像素）放不下段内标签时，标签标到柱体右侧；
+ * 同一根柱里有多个矮段时，柱侧标签自下而上按 gap 像素扇形排开避免重叠
+ * （先例：ppmt_channel_revenue 的 fanOutsideLabels、ppmt_region_share 的柱侧标签）。
+ * 返回 { 行序号: { 系列序号: dy } }，dy 为 ECharts label.offset 的纵向偏移。
+ */
+export function fanTinyLabelOffsets(rows, seriesKeys, pxPerUnit, { minInsidePx = 15, gap = 13 } = {}) {
+  return rows.map((row) => {
+    const centers = [];
+    let cum = 0;
+    seriesKeys.forEach((key) => {
+      const value = Number.isFinite(row[key]) ? row[key] : 0;
+      centers.push((cum + value / 2) * pxPerUnit);
+      cum += value;
+    });
+    const tinyIdx = seriesKeys
+      .map((_, index) => index)
+      .filter((index) => Number.isFinite(row[seriesKeys[index]])
+        && row[seriesKeys[index]] > 0
+        && row[seriesKeys[index]] * pxPerUnit < minInsidePx);
+    if (tinyIdx.length === 0) return {};
+    const ys = tinyIdx.map((index) => centers[index]);
+    for (let k = 1; k < ys.length; k += 1) ys[k] = Math.max(ys[k], ys[k - 1] + gap);
+    if (tinyIdx.length === seriesKeys.length) {
+      // 整根柱都是矮段：扇形整体对中到柱身中部，避免标签飘离柱顶
+      const shift = cum * pxPerUnit / 2 - (ys[0] + ys[ys.length - 1]) / 2;
+      for (let k = 0; k < ys.length; k += 1) ys[k] += shift;
+      if (ys[0] < 2) {
+        for (let k = 0; k < ys.length; k += 1) ys[k] += 2 - ys[0];
+      }
+    }
+    const offsets = {};
+    tinyIdx.forEach((index, k) => { offsets[index] = centers[index] - ys[k]; });
+    return offsets;
+  });
+}
+
+/**
+ * 归一化堆叠占比图的逐点标签：段高够时段内显示（用系列的段内配色），
+ * 矮段外置到柱体右侧（深字白描边），保证每个分类的占比数值都可见。
+ * 必须配合 fanTinyLabelOffsets 计算的 dy 使用；value 为空或 0 时不渲染该段。
+ */
+export function stackedSharePoint(value, { pxPerUnit, labelColor, dy = 0, minInsidePx = 15 }) {
+  if (!Number.isFinite(value) || value === 0) return null;
+  if (value * pxPerUnit >= minInsidePx) {
+    return { value, label: { position: 'inside', color: labelColor } };
+  }
+  return {
+    value,
+    label: {
+      position: 'right',
+      color: PALETTE.ink,
+      distance: 3,
+      offset: [0, dy],
+      textBorderColor: '#fff',
+      textBorderWidth: 2,
+    },
+  };
+}
+
 /** 底部注释 */
 export function footnote(text) {
   return {

manifest.json

@@ -28,6 +28,10 @@
         "ppmt-expense-structure": { "key": "ppmt-expense-structure", "title": "费用结构与费用率", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_expense_structure.csv", "annual": "data/ppmt/ppmt_expense_structure_annual.csv", "halfyear": "data/ppmt/ppmt_expense_structure_halfyear.csv" }, "height": 700, "filename": "泡泡玛特费用结构与费用率" },
         "ppmt-channel-revenue": { "key": "ppmt-channel-revenue", "title": "渠道收入结构与增速", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_revenue.csv", "annual": "data/ppmt/ppmt_channel_revenue_annual.csv", "halfyear": "data/ppmt/ppmt_channel_revenue_halfyear.csv" }, "height": 720, "filename": "泡泡玛特渠道收入结构与增速" },
         "ppmt-channel-share": { "key": "ppmt-channel-share", "title": "渠道收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_share.csv", "annual": "data/ppmt/ppmt_channel_share_annual.csv", "halfyear": "data/ppmt/ppmt_channel_share_halfyear.csv" }, "height": 680, "filename": "泡泡玛特渠道收入占比" },
+        "ppmt-channel-share-china": { "key": "ppmt-channel-share-china", "title": "中国区渠道收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_share_china.csv", "annual": "data/ppmt/ppmt_channel_share_china_annual.csv", "halfyear": "data/ppmt/ppmt_channel_share_china_halfyear.csv" }, "height": 680, "filename": "泡泡玛特中国区渠道收入占比" },
+        "ppmt-channel-share-apac": { "key": "ppmt-channel-share-apac", "title": "亚太区渠道收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_share_apac.csv", "annual": "data/ppmt/ppmt_channel_share_apac_annual.csv", "halfyear": "data/ppmt/ppmt_channel_share_apac_halfyear.csv" }, "height": 680, "filename": "泡泡玛特亚太区渠道收入占比" },
+        "ppmt-channel-share-americas": { "key": "ppmt-channel-share-americas", "title": "美洲区渠道收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_share_americas.csv", "annual": "data/ppmt/ppmt_channel_share_americas_annual.csv", "halfyear": "data/ppmt/ppmt_channel_share_americas_halfyear.csv" }, "height": 680, "filename": "泡泡玛特美洲区渠道收入占比" },
+        "ppmt-channel-share-europe": { "key": "ppmt-channel-share-europe", "title": "欧洲及其他区渠道收入占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_channel_share_europe.csv", "annual": "data/ppmt/ppmt_channel_share_europe_annual.csv", "halfyear": "data/ppmt/ppmt_channel_share_europe_halfyear.csv" }, "height": 680, "filename": "泡泡玛特欧洲及其他区渠道收入占比" },
         "ppmt-stores-retail": { "key": "ppmt-stores-retail", "title": "分地区零售门店数量与同比增速", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_stores_retail.csv", "annual": "data/ppmt/ppmt_stores_retail_annual.csv", "halfyear": "data/ppmt/ppmt_stores_retail_halfyear.csv" }, "height": 680, "filename": "泡泡玛特分地区零售门店数量与同比增速" },
         "ppmt-stores-retail-share": { "key": "ppmt-stores-retail-share", "title": "分地区零售门店数量占比", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_stores_retail_share.csv", "annual": "data/ppmt/ppmt_stores_retail_share_annual.csv", "halfyear": "data/ppmt/ppmt_stores_retail_share_halfyear.csv" }, "height": 680, "filename": "泡泡玛特分地区零售门店数量占比" },
         "ppmt-retail-store-revenue": { "key": "ppmt-retail-store-revenue", "title": "各地区零售店单店收入", "defaultView": "all", "views": { "all": "data/ppmt/ppmt_retail_store_revenue.csv", "annual": "data/ppmt/ppmt_retail_store_revenue_annual.csv", "halfyear": "data/ppmt/ppmt_retail_store_revenue_halfyear.csv" }, "height": 680, "filename": "泡泡玛特各地区零售店单店收入" },
@@ -41,10 +45,20 @@
         { "id": "expense", "name": "费用率", "chartRefs": ["ppmt-margins", "ppmt-expense-structure"] },
         { "id": "balance-sheet", "name": "资产负债", "chartRefs": ["ppmt-assets", "ppmt-inventory", "ppmt-liquidity-working-capital", "ppmt-working-capital-days"] },
         { "id": "ip-category", "name": "IP 与品类", "chartRefs": ["ppmt-ip", "ppmt-ip-share", "ppmt-ip-share-history", "ppmt-ip-ex-monsters", "ppmt-category"] },
-        { "id": "region-channel", "name": "区域渠道", "chartRefs": ["ppmt-region-channel", "ppmt-region-yoy", "ppmt-region-yoy-timeseries", "ppmt-channel-revenue", "ppmt-channel-share", "ppmt-stores-retail", "ppmt-stores-retail-share", "ppmt-stores-robot", "ppmt-region-share"] },
+        { "id": "region-channel", "name": "区域渠道", "chartRefs": ["ppmt-region-channel", "ppmt-region-yoy", "ppmt-region-yoy-timeseries", "ppmt-channel-revenue", "ppmt-channel-share", "ppmt-channel-share-china", "ppmt-channel-share-apac", "ppmt-channel-share-americas", "ppmt-channel-share-europe", "ppmt-stores-retail", "ppmt-stores-retail-share", "ppmt-stores-robot", "ppmt-region-share"] },
         { "id": "store-revenue", "name": "单店收入", "chartRefs": ["ppmt-retail-store-revenue", "ppmt-robot-store-revenue"] }
       ]
     },
+    {
+      "id": "brk",
+      "name": "巴菲特致股东信",
+      "chartCatalog": {
+        "brk-holdings": { "key": "brk-holdings", "title": "1988–1997 年主要持仓变动", "csv": "data/brk/brk_holdings.csv", "height": 860, "filename": "伯克希尔1988-1997主要持仓变动" }
+      },
+      "tabs": [
+        { "id": "holdings", "name": "主要持仓", "chartRefs": ["brk-holdings"] }
+      ]
+    },
     {
       "id": "demo",
       "name": "示例",

scripts/normalize_brk_holdings.mjs

@@ -0,0 +1,95 @@
+import fs from 'node:fs/promises';
+import path from 'node:path';
+
+const sourcePath = path.resolve('data/brk/rawData/brk_holdings_1988_1997_export.csv');
+const outputPath = path.resolve('data/brk/brk_holdings.csv');
+
+const COMPANY_NAMES = [
+  ['american express|美国运通', '美国运通（American Express）'],
+  ['coca-cola|可口可乐', '可口可乐（Coca-Cola）'],
+  ['disney|迪士尼', '华特迪士尼（Walt Disney）'],
+  ['freddie mac|房地美|联邦住', '房地美（Freddie Mac）'],
+  ['gillette|吉列', '吉列（Gillette）'],
+  ['travelers|旅行家', '旅行家集团（Travelers Group）'],
+  ['washington post|华盛顿邮报', '华盛顿邮报（Washington Post）'],
+  ['wells fargo|富国银行', '富国银行（Wells Fargo）'],
+  ['capital cities|大都会', '大都会/ABC（Capital Cities/ABC）'],
+  ['geico|盖可', '盖可保险（GEICO）'],
+  ['gannett|甘尼特', '甘尼特（Gannett）'],
+  ['pnc', 'PNC 银行（PNC Bank）'],
+  ['general dynamics|通用动力', '通用动力（General Dynamics）'],
+  ['guinness|健力士', '健力士（Guinness）'],
+  ["mcdonald|麦当劳", '麦当劳（McDonald\'s）'],
+].map(([pattern, name]) => ({ pattern: new RegExp(pattern, 'i'), name }));
+
+function parseCSV(text) {
+  const rows = [];
+  let row = [];
+  let value = '';
+  let quoted = false;
+
+  for (let i = 0; i < text.length; i += 1) {
+    const char = text[i];
+    if (char === '"') {
+      if (quoted && text[i + 1] === '"') {
+        value += '"';
+        i += 1;
+      } else {
+        quoted = !quoted;
+      }
+    } else if (char === ',' && !quoted) {
+      row.push(value.trim());
+      value = '';
+    } else if ((char === '\n' || char === '\r') && !quoted) {
+      if (char === '\r' && text[i + 1] === '\n') i += 1;
+      row.push(value.trim());
+      rows.push(row);
+      row = [];
+      value = '';
+    } else {
+      value += char;
+    }
+  }
+  if (value || row.length) rows.push([...row, value.trim()]);
+  return rows;
+}
+
+function canonicalName(value) {
+  return COMPANY_NAMES.find(({ pattern }) => pattern.test(value))?.name || value.trim();
+}
+
+function parseShares(value) {
+  const digits = value.replace(/[^\d]/g, '');
+  return digits ? Number(digits) : NaN;
+}
+
+const rows = parseCSV(await fs.readFile(sourcePath, 'utf8'));
+const holdings = [];
+
+for (let index = 0; index < rows.length; index += 1) {
+  const dateMatch = rows[index][0]?.match(/^(\d{4})\/12\/31$/);
+  if (!dateMatch) continue;
+
+  const year = Number(dateMatch[1]);
+  const header = rows[index + 1] || [];
+  const sharesFirst = /股(份)?数量|股数|持股数量/.test(header[0] || '');
+  const companyIndex = sharesFirst ? 1 : 0;
+  const sharesIndex = sharesFirst ? 0 : 1;
+
+  for (let rowIndex = index + 2; rowIndex < rows.length; rowIndex += 1) {
+    const record = rows[rowIndex];
+    if (!record.some(Boolean)) break;
+    if (/^\d{4}\/12\/31$/.test(record[0] || '')) break;
+    const company = record[companyIndex];
+    const shares = parseShares(record[sharesIndex] || '');
+    if (!company || !Number.isFinite(shares)) continue;
+    holdings.push({ year, company: canonicalName(company), shares });
+  }
+}
+
+holdings.sort((a, b) => a.year - b.year || a.company.localeCompare(b.company, 'zh-CN'));
+const lines = ['year,company,shares', ...holdings.map((row) => `${row.year},${row.company},${row.shares}`)];
+await fs.mkdir(path.dirname(outputPath), { recursive: true });
+await fs.writeFile(outputPath, `${lines.join('\n')}\n`, 'utf8');
+
+console.log(`Normalized ${holdings.length} holdings across ${new Set(holdings.map((row) => row.year)).size} years.`);

scripts/normalize_ppmt_financials.mjs

@@ -714,10 +714,24 @@ const CHANNEL_NAME_TO_KEY = {
   线上渠道: 'online',
   批发及其他: 'wholesale',
 };
+const ONLINE_SUB_NAME_TO_KEY = {
+  泡泡玛特抽盒机: 'roboshop',
+  天猫旗舰店: 'tmall',
+  抖音平台: 'douyin',
+  自研APP及官方网站: 'own_app',
+  Shopee: 'shopee',
+  TikTok: 'tiktok',
+  亚马逊: 'amazon',
+  其他线上渠道: 'online_other',
+};
 const channelRevenueByPeriod = new Map();
 readCsvRows(RAWDATA_DIR, '地区渠道收入.csv').forEach(({ region, channel, period, revenue }) => {
   const key = CHANNEL_NAME_TO_KEY[channel];
-  if (!key) throw new Error(`地区渠道收入底表存在未知渠道：${channel}`);
+  if (!key) {
+    // 线上细分行只进分地区图；未知渠道仍视为底表错误。
+    if (!ONLINE_SUB_NAME_TO_KEY[channel]) throw new Error(`地区渠道收入底表存在未知渠道：${channel}`);
+    return;
+  }
   if (!period || !Number.isFinite(revenue)) throw new Error(`地区渠道收入底表行不完整：${region} ${channel} ${period} ${revenue}`);
   if (!channelRevenueByPeriod.has(period)) {
     channelRevenueByPeriod.set(period, { retail: 0, online: 0, robot_store: 0, wholesale: 0 });
@@ -745,3 +759,66 @@ writeRuntimeViews('ppmt_channel_share', ['period', 'retail', 'online', 'robot_st
 });
 
 console.log('已生成渠道收入占比的全部、年度、半年 CSV。');
+
+// 分地区渠道收入占比：线上渠道按披露细分拆开，各地区细分不同。
+// 底表中「线上渠道」合计行仅作核对值；细分空缺期已按 0 录入并核对
+// （美洲区 2026H1 起 TikTok 未再产生收入、亚马逊 2026 年起开售，与线上合计勾稽一致）。
+const REGION_KEY_BY_NAME = { 中国: 'china', 亚太: 'apac', 美洲: 'americas', 欧洲及其他: 'europe' };
+const REGION_SERIES = {
+  china: ['retail', 'robot_store', 'roboshop', 'tmall', 'douyin', 'online_other', 'wholesale'],
+  apac: ['retail', 'robot_store', 'own_app', 'shopee', 'online_other', 'wholesale'],
+  americas: ['retail', 'robot_store', 'own_app', 'tiktok', 'amazon', 'online_other', 'wholesale'],
+  europe: ['retail', 'robot_store', 'own_app', 'online_other', 'wholesale'],
+};
+const TOP_AND_SUB_NAME_TO_KEY = { ...CHANNEL_NAME_TO_KEY, ...ONLINE_SUB_NAME_TO_KEY };
+const regionAmounts = new Map();
+const regionOnlineDisclosed = new Map();
+readCsvRows(RAWDATA_DIR, '地区渠道收入.csv').forEach(({ region, channel, period, revenue }) => {
+  const regionKey = REGION_KEY_BY_NAME[region];
+  if (!regionKey) throw new Error(`地区渠道收入底表存在未知地区：${region}`);
+  if (channel === '线上渠道') {
+    regionOnlineDisclosed.set(`${regionKey}:${period}`, revenue);
+    return;
+  }
+  const key = TOP_AND_SUB_NAME_TO_KEY[channel];
+  if (!key) throw new Error(`地区渠道收入底表存在未知渠道：${channel}`);
+  if (!period || !Number.isFinite(revenue)) throw new Error(`地区渠道收入底表行不完整：${region} ${channel} ${period} ${revenue}`);
+  const bucketKey = `${regionKey}:${period}`;
+  if (!regionAmounts.has(bucketKey)) regionAmounts.set(bucketKey, {});
+  const bucket = regionAmounts.get(bucketKey);
+  bucket[key] = (bucket[key] ?? 0) + revenue;
+});
+regionOnlineDisclosed.forEach((disclosed, bucketKey) => {
+  const bucket = regionAmounts.get(bucketKey);
+  if (!bucket) throw new Error(`地区渠道收入底表缺少线上合计对应的期间：${bucketKey}`);
+  const subSum = Object.values(ONLINE_SUB_NAME_TO_KEY).reduce((sum, key) => sum + (bucket[key] ?? 0), 0);
+  if (Math.abs(subSum - disclosed) > 0.05) {
+    throw new Error(`${bucketKey} 线上细分合计 ${subSum.toFixed(2)} ≠ 披露线上渠道 ${disclosed.toFixed(2)}`);
+  }
+});
+
+Object.entries(REGION_SERIES).forEach(([regionKey, seriesKeys]) => {
+  const amountViews = buildViews((year, type) => {
+    const bucket = regionAmounts.get(`${regionKey}:${type === 'H1' ? `${year}H1` : `${year}FY`}`);
+    if (!bucket) return null;
+    const values = Object.fromEntries(seriesKeys.map((key) => [key, bucket[key] ?? 0]));
+    return isComplete(values) ? values : null;
+  });
+  const shareViews = Object.fromEntries(Object.entries(amountViews).map(([view, rows]) => [
+    view,
+    rows.map(({ period, ...amounts }) => {
+      const total = Object.values(amounts).reduce((sum, value) => sum + value, 0);
+      return {
+        period,
+        ...Object.fromEntries(Object.entries(amounts).map(([key, value]) => [key, value / total * 100])),
+        total_revenue: total,
+      };
+    }),
+  ]));
+  writeRuntimeViews(`ppmt_channel_share_${regionKey}`, ['period', ...seriesKeys, 'total_revenue'], shareViews, {
+    ...Object.fromEntries(seriesKeys.map((key) => [key, 1])),
+    total_revenue: 2,
+  });
+});
+
+console.log('已生成四地区渠道收入占比（线上细分）的全部、年度、半年 CSV。');