feat: 泡泡玛特增加年度、半年数据区分

js/charts/ppmt_assets.js

@@ -1,6 +1,7 @@
 import { col } from '../csv.js';
 import {
-  PALETTE, FONT, axisCommon, periodAxis, titleStyle, legendStyle,
+  PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, legendStyle,
+  financialViewLabel,
   lineSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
@@ -8,15 +9,15 @@ import {
  * 泡泡玛特资产结构演变图
  * 堆叠柱状图展示资产配置，折线图展示总资产增长
  */
-export function assetsChart(rows, { width, height }) {
+export function assetsChart(rows, { width, height, view = 'all' }) {
   const periods = col(rows, 'period');
 
   return {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特资产结构演变（2020H1-2026H1）',
-      subtext: '单位：亿元',
+      text: `泡泡玛特资产结构演变（${financialViewLabel(view)}）`,
+      subtext: '单位：亿元；资产负债表为期末余额，H2 为年末时点而非全年累计',
     },
     legend: {
       ...legendStyle,
@@ -29,7 +30,7 @@ export function assetsChart(rows, { width, height }) {
       axisPointer: { type: 'shadow' },
       textStyle: { fontFamily: FONT },
     },
-    xAxis: { ...periodAxis, data: periods },
+    xAxis: { ...standalonePeriodAxis, data: periods },
     yAxis: [
       {
         ...axisCommon,

js/charts/ppmt_cash_conversion.js

@@ -1,19 +1,23 @@
 import { col } from '../csv.js';
 import {
-  FINANCIAL_COLORS, PALETTE, FONT, axisCommon, periodAxis, titleStyle, legendStyle,
+  FINANCIAL_COLORS, PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, legendStyle,
+  financialViewDisclosure, financialViewLabel,
   lineSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
 /** 泡泡玛特经营现金流与净利润：观察利润的现金兑现能力。 */
-export function cashConversionChart(rows, { width, height }) {
+export function cashConversionChart(rows, { width, height, view = 'all' }) {
   const periods = col(rows, 'period');
+  const conversionMax = Math.max(...col(rows, 'cash_conversion').filter(Number.isFinite));
+  const conversionAxisMax = Math.max(200, Math.ceil((conversionMax * 1.1) / 100) * 100);
+  const barWidth = view === 'all' ? 14 : view === 'halfyear' ? 24.96 : 31.2;
 
   return {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特经营现金流与净利润（年度）',
-      subtext: '现金转换率 = 经营活动现金流净额 / 净利润；单位：亿元',
+      text: `泡泡玛特经营现金流与净利润（${financialViewLabel(view)}）`,
+      subtext: ['现金转换率 = 经营活动现金流净额 / 净利润；单位：亿元', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: {
       ...legendStyle,
@@ -27,7 +31,7 @@ export function cashConversionChart(rows, { width, height }) {
       textStyle: { fontFamily: FONT },
       valueFormatter: (value) => `${value.toFixed(1)}`,
     },
-    xAxis: { ...periodAxis, data: periods },
+    xAxis: { ...standalonePeriodAxis, data: periods },
     yAxis: [
       {
         ...axisCommon,
@@ -48,8 +52,8 @@ export function cashConversionChart(rows, { width, height }) {
         nameRotate: -90,
         nameTextStyle: { color: PALETTE.grey, fontSize: 13, fontFamily: FONT },
         min: 0,
-        max: 200,
-        interval: 50,
+        max: conversionAxisMax,
+        interval: conversionAxisMax / 4,
         axisLabel: { ...axisCommon.axisLabel, formatter: '{value}%' },
         splitLine: { show: false },
       },
@@ -59,7 +63,7 @@ export function cashConversionChart(rows, { width, height }) {
         name: '经营活动现金流净额',
         type: 'bar',
         data: col(rows, 'operating_cash_flow'),
-        barWidth: 31.2,
+        barWidth,
         itemStyle: { color: FINANCIAL_COLORS.operatingCashFlow },
         label: { show: true, position: 'top', color: PALETTE.ink, fontFamily: FONT, fontSize: 11, formatter: (p) => p.value.toFixed(1) },
       },
@@ -67,7 +71,7 @@ export function cashConversionChart(rows, { width, height }) {
         name: '净利润',
         type: 'bar',
         data: col(rows, 'net_profit'),
-        barWidth: 31.2,
+        barWidth,
         itemStyle: { color: FINANCIAL_COLORS.netProfit },
         label: { show: true, position: 'top', color: PALETTE.ink, fontFamily: FONT, fontSize: 11, formatter: (p) => p.value.toFixed(1) },
       },
@@ -85,7 +89,7 @@ export function cashConversionChart(rows, { width, height }) {
     ],
     graphic: [
       ...watermarks(width, height),
-      footnote('数据来源：泡泡玛特合并现金流量表、利润表（年度口径）| @思考的Joey'),
+      footnote('数据来源：泡泡玛特合并现金流量表、利润表；H2为单独半年 | @思考的Joey'),
     ],
   };
 }

js/charts/ppmt_cashflow_composition.js

@@ -1,12 +1,14 @@
 import { col } from '../csv.js';
 import {
-  FINANCIAL_COLORS, PALETTE, FONT, axisCommon, periodAxis, titleStyle, standardLegend,
+  FINANCIAL_COLORS, PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, standardLegend,
+  financialViewDisclosure, financialViewLabel,
   lineDataWithSafeLabels,
   lineSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
 /** 泡泡玛特三大现金流：展示经营造血、投资投入与筹资变化。 */
-export function cashflowCompositionChart(rows, { width, height }) {
+export function cashflowCompositionChart(rows, { width, height, view = 'all' }) {
+  const barWidth = view === 'all' ? 10 : view === 'halfyear' ? 18.2 : 26;
   const netCashIncrease = lineDataWithSafeLabels(rows, {
     lineKey: 'net_cash_increase',
     barKeys: ['operating_cash_flow', 'investing_cash_flow', 'financing_cash_flow'],
@@ -16,8 +18,8 @@ export function cashflowCompositionChart(rows, { width, height }) {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特三大现金流与现金净增加（年度）',
-      subtext: '单位：亿元；正值为流入，负值为流出',
+      text: `泡泡玛特三大现金流与现金净增加（${financialViewLabel(view)}）`,
+      subtext: ['单位：亿元；正值为流入，负值为流出', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     // 不手工指定 icon，让 ECharts 按系列类型生成：柱为矩形、折线为短线 + 空心圆。
     legend: standardLegend(['经营活动现金流', '投资活动现金流', '筹资活动现金流', '现金净增加']),
@@ -28,7 +30,7 @@ export function cashflowCompositionChart(rows, { width, height }) {
       textStyle: { fontFamily: FONT },
       valueFormatter: (value) => `${value.toFixed(1)} 亿元`,
     },
-    xAxis: { ...periodAxis, data: col(rows, 'period') },
+    xAxis: { ...standalonePeriodAxis, data: col(rows, 'period') },
     yAxis: {
       ...axisCommon,
       type: 'value',
@@ -38,9 +40,9 @@ export function cashflowCompositionChart(rows, { width, height }) {
       nameTextStyle: { color: PALETTE.grey, fontSize: 13, fontFamily: FONT },
     },
     series: [
-      { name: '经营活动现金流', type: 'bar', data: col(rows, 'operating_cash_flow'), barWidth: 26, itemStyle: { color: FINANCIAL_COLORS.operatingCashFlow } },
-      { name: '投资活动现金流', type: 'bar', data: col(rows, 'investing_cash_flow'), barWidth: 26, itemStyle: { color: FINANCIAL_COLORS.investingCashFlow } },
-      { name: '筹资活动现金流', type: 'bar', data: col(rows, 'financing_cash_flow'), barWidth: 26, itemStyle: { color: FINANCIAL_COLORS.financingCashFlow } },
+      { name: '经营活动现金流', type: 'bar', data: col(rows, 'operating_cash_flow'), barWidth, itemStyle: { color: FINANCIAL_COLORS.operatingCashFlow } },
+      { name: '投资活动现金流', type: 'bar', data: col(rows, 'investing_cash_flow'), barWidth, itemStyle: { color: FINANCIAL_COLORS.investingCashFlow } },
+      { name: '筹资活动现金流', type: 'bar', data: col(rows, 'financing_cash_flow'), barWidth, itemStyle: { color: FINANCIAL_COLORS.financingCashFlow } },
       {
         ...lineSeries({
           name: '现金净增加',
@@ -55,7 +57,7 @@ export function cashflowCompositionChart(rows, { width, height }) {
     ],
     graphic: [
       ...watermarks(width, height),
-      footnote('数据来源：泡泡玛特合并现金流量表（年度口径）| @思考的Joey'),
+      footnote('数据来源：泡泡玛特合并现金流量表；H2为单独半年 | @思考的Joey'),
     ],
   };
 }

js/charts/ppmt_category.js

@@ -1,6 +1,7 @@
 import { col } from '../csv.js';
 import {
-  PALETTE, FONT, axisCommon, categoryAxis, titleStyle, legendStyle,
+  PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, legendStyle,
+  financialViewDisclosure, financialViewLabel,
   footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
@@ -8,7 +9,7 @@ import {
  * 泡泡玛特品类收入结构图
  * 堆叠柱状图展示各品类的收入占比和增长
  */
-export function categoryChart(rows, { width, height }) {
+export function categoryChart(rows, { width, height, view = 'all' }) {
   // 过滤掉表头行（"品类"那一行）
   const dataRows = rows.filter(r => r.period && r.period !== '品类');
   const periods = col(dataRows, 'period');
@@ -17,8 +18,8 @@ export function categoryChart(rows, { width, height }) {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特品类收入结构（2024H1-2025H2）',
-      subtext: '单位：亿元',
+      text: `泡泡玛特品类收入结构（${financialViewLabel(view)}）`,
+      subtext: ['单位：亿元；H2为下半年单期', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: {
       ...legendStyle,
@@ -41,14 +42,7 @@ export function categoryChart(rows, { width, height }) {
         return result;
       },
     },
-    xAxis: {
-      ...categoryAxis,
-      data: periods,
-      axisLabel: {
-        ...categoryAxis.axisLabel,
-        formatter: (value) => String(value).replace(/^20/, ''),
-      },
-    },
+    xAxis: { ...standalonePeriodAxis, data: periods },
     yAxis: {
       ...axisCommon,
       type: 'value',

js/charts/ppmt_channel_revenue.js

@@ -1,11 +1,12 @@
 import { col } from '../csv.js';
 import {
-  CHANNEL_COLORS, PALETTE, FONT, axisCommon, periodAxis, titleStyle, legendStyle,
+  CHANNEL_COLORS, PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, legendStyle,
+  financialViewDisclosure, financialViewLabel,
   lineSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
 /** 泡泡玛特渠道收入结构与增速。 */
-export function channelRevenueChart(rows, { width, height }) {
+export function channelRevenueChart(rows, { width, height, view = 'all' }) {
   const channels = [
     { key: 'retail', name: '零售店', color: CHANNEL_COLORS.retail },
     { key: 'online', name: '线上', color: CHANNEL_COLORS.online },
@@ -17,8 +18,8 @@ export function channelRevenueChart(rows, { width, height }) {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特渠道收入结构与增速',
-      subtext: '渠道收入为堆叠柱；折线为营业收入同比增速',
+      text: `泡泡玛特渠道收入结构与增速（${financialViewLabel(view)}）`,
+      subtext: ['渠道收入为堆叠柱；折线为营业收入同比增速', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: {
       ...legendStyle,
@@ -32,7 +33,7 @@ export function channelRevenueChart(rows, { width, height }) {
       textStyle: { fontFamily: FONT },
       valueFormatter: (value) => value.toFixed(1),
     },
-    xAxis: { ...periodAxis, data: col(rows, 'period') },
+    xAxis: { ...standalonePeriodAxis, data: col(rows, 'period') },
     yAxis: [
       {
         ...axisCommon,

js/charts/ppmt_core_margin.js

@@ -1,6 +1,7 @@
 import { col } from '../csv.js';
 import {
-  PALETTE, FONT, axisCommon, periodAxis, titleStyle,
+  PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle,
+  financialViewDisclosure, financialViewLabel,
   lineSeries, standardLegend, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
@@ -15,15 +16,15 @@ import {
  */
 const LINE_COLOR = '#7B2D42';
 
-export function ppmtCoreMarginChart(rows, { width, height }) {
+export function ppmtCoreMarginChart(rows, { width, height, view = 'all' }) {
   const pct = (p) => `${p.value.toFixed(1)}%`;
 
   return {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特核心利润率（20H1-26H1）',
-      subtext: '核心利润率 = 毛利率 − 销售费用率 − 管理费用率，剔除汇兑与投资等非主业扰动',
+      text: `泡泡玛特核心利润率（${financialViewLabel(view)}）`,
+      subtext: ['核心利润率 = 毛利率 − 销售费用率 − 管理费用率，剔除汇兑与投资等非主业扰动', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: standardLegend(['核心利润率'], { itemGap: 32 }),
     grid: { left: 78, right: 60, top: LAYOUT.gridTop, bottom: 90 },
@@ -32,7 +33,7 @@ export function ppmtCoreMarginChart(rows, { width, height }) {
       valueFormatter: (v) => `${v.toFixed(1)}%`,
       textStyle: { fontFamily: FONT },
     },
-    xAxis: { ...periodAxis, data: col(rows, 'period') },
+    xAxis: { ...standalonePeriodAxis, data: col(rows, 'period') },
     yAxis: {
       ...axisCommon,
       type: 'value',

js/charts/ppmt_core_profit.js

@@ -1,6 +1,7 @@
 import { col } from '../csv.js';
 import {
-  PALETTE, FINANCIAL_COLORS, FONT, axisCommon, periodAxis, titleStyle, legendStyle,
+  PALETTE, FINANCIAL_COLORS, FONT, axisCommon, standalonePeriodAxis, titleStyle, legendStyle,
+  financialViewDisclosure, financialViewLabel,
   footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
@@ -9,7 +10,7 @@ import {
  * 核心利润 = 毛利 - 销售费用 - 管理费用，反映主业盈利能力去除营销和管理成本后的净额。
  * 柱状图展示绝对值（亿元），折线图展示同比增速（%）。
  */
-export function ppmtCoreProfitChart(rows, { width, height }) {
+export function ppmtCoreProfitChart(rows, { width, height, view = 'all' }) {
   const periods = col(rows, 'period');
   const core = col(rows, 'core_profit');
   const yoy = col(rows, 'yoy');
@@ -18,8 +19,8 @@ export function ppmtCoreProfitChart(rows, { width, height }) {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特核心利润及同比增速（20H1-26H1）',
-      subtext: '核心利润 = 毛利 - 销售费用 - 管理费用，单位：亿元',
+      text: `泡泡玛特核心利润及同比增速（${financialViewLabel(view)}）`,
+      subtext: ['核心利润 = 毛利 - 销售费用 - 管理费用，单位：亿元', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: {
       ...legendStyle,
@@ -49,7 +50,7 @@ export function ppmtCoreProfitChart(rows, { width, height }) {
         return result;
       },
     },
-    xAxis: { ...periodAxis, data: periods },
+    xAxis: { ...standalonePeriodAxis, data: periods },
     yAxis: [
       {
         // 左轴：核心利润（亿元）

js/charts/ppmt_expense_structure.js

@@ -1,17 +1,18 @@
 import { col } from '../csv.js';
 import {
-  PALETTE, FONT, axisCommon, periodAxis, titleStyle, legendStyle,
+  PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, legendStyle,
+  financialViewDisclosure, financialViewLabel,
   lineSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
 /** 泡泡玛特期间费用结构：观察销售投入、管理成本与费用率的规模效应。 */
-export function expenseStructureChart(rows, { width, height }) {
+export function expenseStructureChart(rows, { width, height, view = 'all' }) {
   return {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特费用结构与费用率（年度）',
-      subtext: '销售、管理、财务费用；折线为四项费用率',
+      text: `泡泡玛特费用结构与费用率（${financialViewLabel(view)}）`,
+      subtext: ['销售、管理、财务费用；折线为四项费用率', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: {
       ...legendStyle,
@@ -25,7 +26,7 @@ export function expenseStructureChart(rows, { width, height }) {
       textStyle: { fontFamily: FONT },
       valueFormatter: (value) => value.toFixed(1),
     },
-    xAxis: { ...periodAxis, data: col(rows, 'period') },
+    xAxis: { ...standalonePeriodAxis, data: col(rows, 'period') },
     yAxis: [
       {
         ...axisCommon,
@@ -68,7 +69,7 @@ export function expenseStructureChart(rows, { width, height }) {
     ],
     graphic: [
       ...watermarks(width, height),
-      footnote('数据来源：泡泡玛特合并利润表（年度口径）| @思考的Joey'),
+      footnote('数据来源：泡泡玛特合并利润表；H2为单独半年 | @思考的Joey'),
     ],
   };
 }

js/charts/ppmt_growth.js

@@ -1,6 +1,7 @@
 import { col } from '../csv.js';
 import {
-  PALETTE, FONT, axisCommon, periodAxis, titleStyle, standardLegend,
+  PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, standardLegend,
+  financialViewDisclosure, financialViewLabel,
   lineSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
@@ -43,15 +44,15 @@ function labeledData(rows, key) {
   });
 }
 
-export function ppmtGrowthChart(rows, { width, height }) {
+export function ppmtGrowthChart(rows, { width, height, view = 'all' }) {
   const pct = (p) => `${p.value}%`;
 
   return {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特营收到利润的增速对比（2020H1-2026H1）',
-      subtext: '同比增速（%），净利增速显著高于营收增速体现利润弹性',
+      text: `泡泡玛特营收到利润的增速对比（${financialViewLabel(view)}）`,
+      subtext: ['同比增速（%），净利增速显著高于营收增速体现利润弹性', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: standardLegend(['非GAAP归母净利', '毛利润', '营业收入', '营业成本'], { itemGap: 34 }),
     grid: { left: 84, right: 56, top: LAYOUT.gridTop, bottom: 80 },
@@ -60,7 +61,7 @@ export function ppmtGrowthChart(rows, { width, height }) {
       valueFormatter: (v) => `${v}%`,
       textStyle: { fontFamily: FONT },
     },
-    xAxis: { ...periodAxis, data: col(rows, 'period') },
+    xAxis: { ...standalonePeriodAxis, data: col(rows, 'period') },
     yAxis: {
       ...axisCommon,
       type: 'value',
@@ -105,7 +106,7 @@ export function ppmtGrowthChart(rows, { width, height }) {
     })),
     graphic: [
       ...watermarks(width, height),
-      footnote('数据来源：泡泡玛特财报，2020H1/H2非GAAP净利用归母净利替代 | @思考的Joey'),
+      footnote('数据来源：泡泡玛特财报；2020H1/H2非GAAP净利用归母净利替代 | @思考的Joey'),
     ],
   };
 }

js/charts/ppmt_ip.js

@@ -1,6 +1,7 @@
 import { col } from '../csv.js';
 import {
   PALETTE, FONT, axisCommon, categoryAxis, titleStyle, legendStyle,
+  financialViewDisclosure, financialViewLabel, shortStandalonePeriod,
   lineSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
@@ -8,7 +9,7 @@ import {
  * 泡泡玛特主要IP收入趋势图
  * 多条折线展示各IP的收入变化
  */
-export function ipChart(rows, { width, height }) {
+export function ipChart(rows, { width, height, view = 'all' }) {
   // 提取时期（从第一行的列名）
   const periods = Object.keys(rows[0]).filter(k => k !== 'ip');
 
@@ -42,8 +43,8 @@ export function ipChart(rows, { width, height }) {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特主要IP收入趋势（2021H1-2025H2）',
-      subtext: '单位：亿元',
+      text: `泡泡玛特主要IP收入趋势（${financialViewLabel(view)}）`,
+      subtext: ['单位：亿元；H2为单独半年', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: {
       ...legendStyle,
@@ -62,7 +63,7 @@ export function ipChart(rows, { width, height }) {
       data: periods,
       axisLabel: {
         ...categoryAxis.axisLabel,
-        formatter: (value) => String(value).replace(/^20/, ''),
+        formatter: shortStandalonePeriod,
       },
     },
     yAxis: {

js/charts/ppmt_ip_ex_monsters.js

@@ -1,6 +1,7 @@
 import { col } from '../csv.js';
 import {
-  PALETTE, FONT, axisCommon, categoryAxis, titleStyle, labelStyle,
+  PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, labelStyle,
+  financialViewDisclosure, financialViewLabel,
   barSeries, lineSeries, standardLegend, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
@@ -34,13 +35,13 @@ const BAR_COLOR = '#176B52';   // 墨翡翠
 const LINE_COLOR = '#7A3FE0';  // 鲜亮紫
 const LINE_ON_BAR = '#DCC9FF'; // 压在翡翠柱面上时用的浅紫（对比度约 6:1）
 
-const Y_MAX = 160;   // 左轴上限
 const YOY_MIN = -50; // 右轴下限
 const YOY_MAX = 150; // 右轴上限
 
-export function ppmtIpExMonstersChart(rows, { width, height }) {
+export function ppmtIpExMonstersChart(rows, { width, height, view = 'all' }) {
   const periods = col(rows, 'period');
   const revenue = col(rows, 'revenue');
+  const yMax = Math.max(...revenue) > 160 ? 300 : 160;
   // 前两期无同比基数，CSV 里留空；parseCSV 会给出 ''，统一转成 null
   const yoy = col(rows, 'yoy').map((v) => (v === '' ? null : v));
 
@@ -50,7 +51,7 @@ export function ppmtIpExMonstersChart(rows, { width, height }) {
   const labelGap = (8 + 13) / plotH;            // labelStyle 的 distance + 字高，换成占比
   const yoyData = yoy.map((v, i) => {
     if (v === null) return null;
-    const barFrac = revenue[i] / Y_MAX;
+    const barFrac = revenue[i] / yMax;
     const lineFrac = (v - YOY_MIN) / (YOY_MAX - YOY_MIN);
     // 标签整体（底边到顶边）都落在柱子高度以内 → 压在柱面上
     const onBar = lineFrac + labelGap < barFrac;
@@ -61,8 +62,8 @@ export function ppmtIpExMonstersChart(rows, { width, height }) {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特除 THE MONSTERS 外的IP收入及同比（21H1-26H1）',
-      subtext: 'IP收入合计 − THE MONSTERS，单位：亿元；H2 为下半年单期，非全年累计',
+      text: `泡泡玛特除 THE MONSTERS 外的IP收入及同比（${financialViewLabel(view)}）`,
+      subtext: ['IP收入合计 − THE MONSTERS，单位：亿元；H2为下半年单期，非全年累计', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: standardLegend(['除MONSTERS外收入', '同比增速'], { itemGap: 32 }),
     grid: { left: 78, right: 128, top: LAYOUT.gridTop, bottom: 90 },
@@ -82,12 +83,7 @@ export function ppmtIpExMonstersChart(rows, { width, height }) {
         return out;
       },
     },
-    xAxis: {
-      ...categoryAxis,
-      data: periods,
-      // 只去世纪前缀：这张表的 H2 是单半年，不能简写成「全年」
-      axisLabel: { ...categoryAxis.axisLabel, formatter: (v) => v.replace(/^20/, '') },
-    },
+    xAxis: { ...standalonePeriodAxis, data: periods },
     yAxis: [
       {
         ...axisCommon,
@@ -97,9 +93,8 @@ export function ppmtIpExMonstersChart(rows, { width, height }) {
         nameGap: 50,
         nameTextStyle: { color: PALETTE.grey, fontSize: 13, fontFamily: FONT },
         min: 0,
-        // 定死 160：留出顶部余量，最高柱（139.0）不会顶到绘图区上沿
-        max: Y_MAX,
-        interval: 20,
+        max: yMax,
+        interval: yMax === 160 ? 20 : 50,
       },
       {
         type: 'value',

js/charts/ppmt_ip_share_history.js

@@ -1,5 +1,6 @@
 import {
   PALETTE, FONT, axisCommon, categoryAxis, titleStyle, LEGEND_ITEM_WIDTH,
+  financialViewDisclosure, financialViewLabel, shortStandalonePeriod,
   barSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
@@ -38,7 +39,7 @@ const COLORS = {
 const LEGEND_WIDTH = 160;
 const LEGEND_RIGHT = 20;
 
-export function ppmtIpShareHistoryChart(rows, { width, height }) {
+export function ppmtIpShareHistoryChart(rows, { width, height, view = 'all' }) {
   const periods = Object.keys(rows[0]).filter((k) => k !== 'ip');
   const names = rows.map((r) => r.ip);
   const totals = periods.map((p) => rows.reduce((s, r) => s + r[p], 0));
@@ -49,8 +50,8 @@ export function ppmtIpShareHistoryChart(rows, { width, height }) {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特各IP半年收入占比（21H1-26H1）',
-      subtext: '占当期IP收入合计的比重；H2 为下半年单期，非全年累计',
+      text: `泡泡玛特各IP收入占比（${financialViewLabel(view)}）`,
+      subtext: ['占当期IP收入合计的比重；H2为下半年单期，非全年累计', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: {
       orient: 'vertical',
@@ -89,7 +90,7 @@ export function ppmtIpShareHistoryChart(rows, { width, height }) {
       ...categoryAxis,
       data: periods,
       // 只去世纪前缀：这张表的 H2 是单半年，不能简写成「全年」
-      axisLabel: { ...categoryAxis.axisLabel, formatter: (v) => v.replace(/^20/, '') },
+      axisLabel: { ...categoryAxis.axisLabel, formatter: shortStandalonePeriod },
     },
     yAxis: {
       ...axisCommon,

js/charts/ppmt_liquidity_working_capital.js

@@ -1,19 +1,20 @@
 import { col } from '../csv.js';
 import {
-  PALETTE, FINANCIAL_COLORS, FONT, axisCommon, periodAxis, titleStyle, legendStyle,
+  PALETTE, FINANCIAL_COLORS, FONT, axisCommon, standalonePeriodAxis, titleStyle, legendStyle,
+  financialViewLabel,
   lineDataWithSafeLabels, lineSeries, barSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
 /** 泡泡玛特现金、负债与净营运资本：观察流动性与资金占用。 */
-export function liquidityWorkingCapitalChart(rows, { width, height }) {
+export function liquidityWorkingCapitalChart(rows, { width, height, view = 'all' }) {
   const periods = col(rows, 'period');
 
   return {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特现金、负债与净营运资本',
-      subtext: '净营运资本 = 流动资产 − 流动负债；单位：亿元',
+      text: `泡泡玛特现金、负债与净营运资本（${financialViewLabel(view)}）`,
+      subtext: '净营运资本 = 流动资产 − 流动负债；单位：亿元；H2 为年末时点',
     },
     legend: {
       ...legendStyle,
@@ -27,7 +28,7 @@ export function liquidityWorkingCapitalChart(rows, { width, height }) {
       textStyle: { fontFamily: FONT },
       valueFormatter: (value) => `${value.toFixed(1)} 亿元`,
     },
-    xAxis: { ...periodAxis, data: periods },
+    xAxis: { ...standalonePeriodAxis, data: periods },
     yAxis: {
       ...axisCommon,
       type: 'value',

js/charts/ppmt_margins.js

@@ -1,6 +1,7 @@
 import { col } from '../csv.js';
 import {
-  PALETTE, FONT, axisCommon, periodAxis, titleStyle, standardLegend,
+  PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, standardLegend,
+  financialViewDisclosure, financialViewLabel,
   lineSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
@@ -54,15 +55,15 @@ function labeledData(rows, key) {
   });
 }
 
-export function ppmtMarginsChart(rows, { width, height }) {
+export function ppmtMarginsChart(rows, { width, height, view = 'all' }) {
   const pct = (p) => `${p.value}%`;
 
   return {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特利润率与费用率拆解（2020H1-2026H1）',
-      subtext: '毛利率抬升叠加费用率下降，共同推动净利率走高（H1为半年，H2为全年累计）',
+      text: `泡泡玛特利润率与费用率拆解（${financialViewLabel(view)}）`,
+      subtext: ['毛利率抬升叠加费用率下降，共同推动净利率走高', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: standardLegend(SERIES.map((series) => series.name)),
     grid: { left: 78, right: 56, top: LAYOUT.gridTop, bottom: 80 },
@@ -71,7 +72,7 @@ export function ppmtMarginsChart(rows, { width, height }) {
       valueFormatter: (v) => `${v}%`,
       textStyle: { fontFamily: FONT },
     },
-    xAxis: { ...periodAxis, data: col(rows, 'period') },
+    xAxis: { ...standalonePeriodAxis, data: col(rows, 'period') },
     yAxis: {
       ...axisCommon,
       type: 'value',

js/charts/ppmt_profit.js

@@ -1,6 +1,7 @@
 import { col } from '../csv.js';
 import {
-  PALETTE, FONT, axisCommon, periodAxis, titleStyle, legendStyle,
+  PALETTE, FONT, axisCommon, standalonePeriodAxis, titleStyle, legendStyle,
+  financialViewDisclosure, financialViewLabel,
   lineSeries, footnote, watermarks, LAYOUT,
 } from '../theme.js';
 
@@ -8,19 +9,19 @@ import {
  * 泡泡玛特盈利能力分析图
  * 柱状图展示收入和利润，折线图展示毛利率
  */
-export function profitChart(rows, { width, height }) {
-  const periods = col(rows, 'period').reverse(); // 按时间正序
-  const revenue = col(rows, 'revenue').reverse();
-  const grossProfit = col(rows, 'gross_profit').reverse();
-  const netProfit = col(rows, 'net_profit').reverse();
-  const grossMargin = col(rows, 'gross_margin').reverse();
+export function profitChart(rows, { width, height, view = 'all' }) {
+  const periods = col(rows, 'period');
+  const revenue = col(rows, 'revenue');
+  const grossProfit = col(rows, 'gross_profit');
+  const netProfit = col(rows, 'net_profit');
+  const grossMargin = col(rows, 'gross_margin');
 
   return {
     backgroundColor: '#fff',
     title: {
       ...titleStyle,
-      text: '泡泡玛特盈利能力分析（2022H2-2026H1）',
-      subtext: '营收、毛利、净利润及毛利率变化',
+      text: `泡泡玛特盈利能力分析（${financialViewLabel(view)}）`,
+      subtext: ['营收、毛利、净利润及毛利率变化', financialViewDisclosure(view)].filter(Boolean).join('\n'),
     },
     legend: {
       ...legendStyle,
@@ -33,7 +34,7 @@ export function profitChart(rows, { width, height }) {
       axisPointer: { type: 'shadow' },
       textStyle: { fontFamily: FONT },
     },
-    xAxis: { ...periodAxis, data: periods },
+    xAxis: { ...standalonePeriodAxis, data: periods },
     yAxis: [
       {
         ...axisCommon,
@@ -122,7 +123,7 @@ export function profitChart(rows, { width, height }) {
     ],
     graphic: [
       ...watermarks(width, height),
-      footnote('数据来源：泡泡玛特财报（累计数据）| @思考的Joey'),
+      footnote('数据来源：泡泡玛特财报；H2为单独半年 | @思考的Joey'),
     ],
   };
 }

js/main.js

@@ -11,6 +11,7 @@ import {
 
 const instances = new Map();
 const activeViews = new Map();
+const chartRenderVersions = new Map();
 let manifest;
 let shell;
 let state;
@@ -106,25 +107,47 @@ function chartSource(chart) {
   return chart.views[view];
 }
 
-async function renderChart(chart, version) {
+async function renderChart(chart, version, chartVersion) {
   const el = document.getElementById(`chart-${chart.instanceId}`);
   if (!el) return;
   const source = chartSource(chart);
+  const view = chart.views
+    ? activeViews.get(chart.viewKey) || chart.defaultView
+    : undefined;
 
   try {
     const rows = await loadCSV(`${source}?t=${cacheToken}`);
-    if (version !== renderVersion || !document.body.contains(el)) return;
+    if (version !== renderVersion || chartVersion !== chartRenderVersions.get(chart.instanceId) || !document.body.contains(el)) return;
 
     const instance = echarts.init(el, null, { renderer: 'canvas' });
     instances.set(chart.instanceId, instance);
     const { width, height } = el.getBoundingClientRect();
-    instance.setOption(getChartBuilder(chart.key)(rows, { width, height }), true);
+    instance.setOption(getChartBuilder(chart.key)(rows, { width, height, view }), true);
   } catch (error) {
     if (version === renderVersion) showChartError(chart.instanceId, error.message);
     console.error(`渲染图表失败：${chart.id}`, error);
   }
 }
 
+function renderSingleChart(chart) {
+  const previous = instances.get(chart.instanceId);
+  previous?.dispose();
+  instances.delete(chart.instanceId);
+  const chartVersion = (chartRenderVersions.get(chart.instanceId) || 0) + 1;
+  chartRenderVersions.set(chart.instanceId, chartVersion);
+  renderChart(chart, renderVersion, chartVersion);
+}
+
+function updateViewControls(chart, view) {
+  const card = document.getElementById(`card-${chart.instanceId}`);
+  if (!card) return;
+  card.querySelectorAll('.view-button').forEach((button) => {
+    button.dataset.active = String(button.dataset.view === view);
+  });
+  const source = card.querySelector('.src');
+  if (source) source.textContent = chartSource(chart);
+}
+
 function exportPNG(chartId, filename) {
   const instance = instances.get(chartId);
   if (!instance) return;
@@ -167,12 +190,19 @@ function renderCurrent() {
   renderCards(shell.cards, charts, activeViews, {
     onExport: exportPNG,
     onSelectView: (chart, view) => {
+      if (activeViews.get(chart.viewKey) === view) return;
       activeViews.set(chart.viewKey, view);
-      updateHash({ companyId: company.id, tabId: tab.id, chartId: chart.id, view });
+      state = normalizeState({ companyId: company.id, tabId: tab.id, chartId: chart.id, view });
+      history.pushState(null, '', serializeHash(state));
+      updateViewControls(chart, view);
+      renderSingleChart(chart);
     },
   });
   renderAnchors(shell.chartNav, charts, selectAnchor);
-  Promise.all(charts.map((chart) => renderChart(chart, version)));
+  charts.forEach((chart) => {
+    chartRenderVersions.set(chart.instanceId, (chartRenderVersions.get(chart.instanceId) || 0) + 1);
+  });
+  Promise.all(charts.map((chart) => renderChart(chart, version, chartRenderVersions.get(chart.instanceId))));
 }
 
 async function start() {

js/theme.js

@@ -108,6 +108,32 @@ export const periodAxis = {
   },
 };
 
+/**
+ * 独立期间轴：FY 为全年，H1/H2 为单独半年。
+ * 用于已拆分累计值的多时间维度图，避免把 H2 错写为全年。
+ */
+export function shortStandalonePeriod(label) {
+  return String(label)
+    .replace(/^20(\d{2})FY$/, '$1全年')
+    .replace(/^20(\d{2})/, '$1');
+}
+
+export const standalonePeriodAxis = {
+  ...categoryAxis,
+  axisLabel: {
+    ...categoryAxis.axisLabel,
+    formatter: shortStandalonePeriod,
+  },
+};
+
+export function financialViewLabel(view) {
+  return ({ all: '全部期间', annual: '年度', halfyear: '半年', quarter: '季度' })[view] || '全部期间';
+}
+
+export function financialViewDisclosure(view) {
+  return '';
+}
+
 export const titleStyle = {
   left: 'center',
   top: 18,

js/ui.js

@@ -79,13 +79,15 @@ export function renderCards(container, charts, activeViews, { onExport, onSelect
 
     if (viewNames.length > 1) {
       const switcher = element('div', 'view-switcher');
-      const labels = { annual: '年度', halfyear: '半年', quarter: '季度' };
+      const labels = { all: '全部', annual: '年度', halfyear: '半年', quarter: '季度' };
       viewNames.forEach((view) => {
-        switcher.append(button(labels[view] || view, {
+        const viewButton = button(labels[view] || view, {
           active: view === activeView,
           onClick: () => onSelectView(chart, view),
           className: 'view-button',
-        }));
+        });
+        viewButton.dataset.view = view;
+        switcher.append(viewButton);
       });
       bar.append(switcher);
     }