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      "content": "# Shared Pool Index Operator uploads from the Control Center are stored in this directory. Instructions for agents: - Before asking the human for upload paths, inspect this folder first. - Read files from `./shared-pool/`. - Write your deliverables to `./output/`. - If a user mentions newly uploaded files, check this index and the folder contents before asking follow-up questions. - Treat the exact filenames listed below as the canonical user-facing names to open. ## Current Files - `preserve-name.txt` · 27 B · updated 2026-04-08T08:36:26.294Z - `test.txt` · 28 B · updated 2026-04-08T08:30:39.155Z - `auto-refresh-check.txt` · 26 B · updated 2026-04-08T08:25:28.380Z - `2026-04-07.md` · 1.8 KB · updated 2026-04-08T07:31:00.974Z - `2026-04-05.md` · 5.9 KB · updated 2026-04-08T07:31:00.775Z - `2026-04-04.md` · 5.3 KB · updated 2026-04-08T07:31:00.577Z - `2026-03-21.md` · 588 B · updated 2026-04-08T07:31:00.380Z - `codex-file-pool-smoke.txt` · 27 B · updated 2026-04-08T07:22:56.666Z",
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      "content": "我先按工作区约定找本地成稿和共享材料，现有 `./output` 里那几个山东总结文件不在，`shared-pool` 里也没有显示相关索引项。基于已找到的样例行情文件，我先给你一个“轻量分析口径”的管理层可读框架，明确哪些约束必须先钉住，哪些风险不能被示范日结果掩盖。 [[reply_to_current]]可按“三层框架”来提炼，重点不是重建模型，而是先把示范日筛选的约束、口径和风险锁死。 ## 一、必须遵守的关键约束 ### 1) 分析目标约束 示范日筛选应服务于“演示独立储能参与现货交易的可解释性”，不是追求单日理论最优收益。 因此优先选： - 价差结构清晰 - 充放电窗口明显 - 结果便于管理层一眼看懂 - 不依赖复杂预测或高频优化假设 ### 2) 数据与时间粒度约束 从现有本地样例看，数据至少包含： - `scenario_date` - `interval_index` - `front_node_price` - `user_settlement_price` 这意味着筛选口径应以“单日、96点、现货价格序列”作为基本分析单元，不宜扩展到更重的联动建模。 ### 3) 交易口径约束 示范日只能用于说明“价差驱动下的交易机会”，不能直接等同于“可实现利润”。 至少要明确不在轻量分析中展开的内容： - 申报偏差与执行偏差 - 充放电效率损失 - 功率/容量硬约束下的真实最优调度 - 并网点、电网约束、出清限制 - 辅助服务或其他市场收益叠加 ### 4) 代表性约束 不能只选“极端高波动、极端高收益”的异常日。 建议筛选出的示范日同时满足： - 日内峰谷价差足够明显 - 高价/低价持续时间不是单点尖峰 - 结算价与节点价关系相对稳定、可解释 - 对外展示时不至于被质疑“挑了最特殊的一天” --- ## 二、口径边界，管理层解读时必须说清 ### 1) 这是“示范日筛选”，不是“年度收益测算” 输出应定位为： - 用于演示交易逻辑 - 用于展示典型时段特征 - 用于说明储能参与现货的机会来源 不应用它直接推导： - 年化收益 - 投资回收期 - 项目 IRR ### 2) 这是“轻量识别”，不是“调度优化” 建议只回答三个问题： - 哪几天价差结构最适合展示 - 为什么适合展示 - 如果做管理层汇报，应该怎么看 而不要在这一轮做： - MILP/动态规划 - 多情景随机优化 - 联合电量电价预测 - 多市场联动仿真 ### 3) 价格口径边界 本地样例同时有 `front_node_price` 和 `user_settlement_price`，所以必须明确： - 对外展示主口径用哪个价格 - 另一个价格作为对照还是校验 - 两者差异代表的是节点信号与用户结算口径差，不应混用 如果不先统一，后续“峰谷差”“套利空间”“示范收益”都会失真。...",
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