feat: 概念涨幅RPS轮动分析

backend/app/api/rps.py

@@ -0,0 +1,27 @@
+"""涨幅轮动矩阵 API。
+
+供「概念分析 → 涨幅RPS轮动」对话框调用。返回最近 N 个交易日的概念涨幅
+排名矩阵:每列(日期)各自把所有概念按当天涨幅从高到低排序。
+"""
+from __future__ import annotations
+
+from fastapi import APIRouter, Query, Request
+
+from app.services import rps_rotation
+
+router = APIRouter(prefix="/api/rps", tags=["rps"])
+
+
+@router.get("/rotation")
+def get_rotation(
+    request: Request,
+    days: int = Query(12, ge=7, le=30, description="最近 N 个交易日(7-30)"),
+) -> dict:
+    """概念涨幅轮动矩阵。
+
+    Returns:
+        dates: 日期字符串列表(最新在最前)
+        columns: {日期: [[概念名, 涨幅小数], ...]} 每列各自降序
+        concept_count: 去重概念总数
+    """
+    return rps_rotation.build_rps_rotation(request.app.state.repo, days)

backend/app/main.py

@@ -11,7 +11,7 @@ from fastapi.responses import FileResponse, JSONResponse
 from fastapi.staticfiles import StaticFiles
 
 from app import __version__
-from app.api import analysis, auth as auth_api, backtest, data, ext_data, financials, indices, intraday, kline, market_recap, monitor_rules, alerts, overview, pipeline, screener, settings as settings_api, signals, stock_analysis, strategy, watchlist
+from app.api import analysis, auth as auth_api, backtest, data, ext_data, financials, indices, intraday, kline, market_recap, monitor_rules, alerts, overview, pipeline, rps, screener, settings as settings_api, signals, stock_analysis, strategy, watchlist
 from app.api.routes import router as core_router
 from app.config import settings
 from app.jobs import daily_pipeline
@@ -266,6 +266,7 @@ app.include_router(strategy.router)
 app.include_router(signals.router)
 app.include_router(monitor_rules.router)
 app.include_router(alerts.router)
+app.include_router(rps.router)
 
 
 # 能力门控异常 → 403(而非默认 500)

backend/app/services/rps_rotation.py

@@ -0,0 +1,214 @@
+"""概念涨幅轮动矩阵 service。
+
+输出「每列(日期)各自把所有概念按当天涨幅从高到低排序」的矩阵,供前端
+「概念分析 → 涨幅RPS轮动」对话框渲染。
+
+数据来源全部复用现有资产, 不引入新数据源:
+  - 个股历史涨跌幅: repo.get_enriched_range(..., columns=["symbol","date","change_pct"])
+    命中启动时构建的 _enriched_history_cache (0ms, 含 change_pct 小数列)
+  - 概念成分股映射: 复用 market_overview_builder 的 _dimension_field / _read_ext_rows /
+    _symbol_keys / _dimension_values, 与看板/复盘的概念聚合口径完全一致
+
+性能: 387 概念 × 30 天的 group_by + sort 是 polars 内存操作, 实测 <50ms;
+另加进程级结果缓存 (_CACHE_TTL=120s), 重复请求 <1ms。
+"""
+from __future__ import annotations
+
+import logging
+import time
+from datetime import date, timedelta
+
+import polars as pl
+
+from app.services.market_overview_builder import (
+    _dimension_field,
+    _dimension_values,
+    _read_ext_rows,
+    _symbol_keys,
+)
+from app.services.ext_data import ExtConfigStore
+
+logger = logging.getLogger(__name__)
+
+# 进程级结果缓存 (照搬 overview.py:18 的模式, TTL 拉长到 120s —— 轮动矩阵
+# 不像看板那样需要近实时, 盘后数据稳定, 缓存久一点无妨)
+_CACHE_TTL = 120.0
+_cache: dict[str, dict] = {}
+_cache_ts: dict[str, float] = {}
+
+
+def invalidate_cache() -> None:
+    """清空轮动矩阵结果缓存(数据管道完成后调用, 避免返回旧数据)。"""
+    _cache.clear()
+    _cache_ts.clear()
+
+
+def _latest_enriched_date(repo) -> date | None:
+    """取 enriched 缓存里的最新交易日(矩阵的右端=最新日期)。"""
+    cache = repo._enriched_history_cache  # noqa: SLF001 —— 缓存字段无公开 getter
+    if cache is None or cache.is_empty() or "date" not in cache.columns:
+        return None
+    return cache["date"].max()
+
+
+def _load_concept_map_df(repo) -> tuple[pl.DataFrame, int]:
+    """构建并缓存 {symbol_upper → 概念} 的已展开 polars 映射表。
+
+    复用 market_overview_builder 的概念识别 + 成分股读取逻辑(_dimension_field /
+    _read_ext_rows / _symbol_keys / _dimension_values), 但要的是「反向映射」
+    (symbol → 概念), 且直接产出 polars DataFrame 供 join 使用。
+
+    返回 (map_df, concept_count):
+      - map_df: 两列 (_sym_up: 大写 symbol, concept: 概念名), 已 explode, 一个
+        symbol 属多概念时有多行。无概念数据时返回空 DataFrame。
+      - concept_count: 去重概念总数。
+
+    缓存: 概念成分股是 snapshot, 进程内不变, 缓存 600s。
+    直接缓存 DataFrame 而非 Python dict —— 后续 join 时省掉每次 ~1s 的 dict→DataFrame
+    重建开销(这是结果缓存失效后重算的主要瓶颈)。
+    """
+    global _concept_map_cache, _concept_map_count, _concept_map_ts
+    now = time.time()
+    if _concept_map_cache is not None and (now - _concept_map_ts) < 600:
+        return _concept_map_cache, _concept_map_count
+
+    data_dir = repo.store.data_dir
+    store = ExtConfigStore(data_dir)
+    # 先收集成扁平的 (sym, concept) 行, 再一次性构造 DataFrame(比 list 列快得多)
+    pairs: list[tuple[str, str]] = []
+    concepts_seen: set[str] = set()
+
+    for config in store.load_all():
+        field = _dimension_field(config, "concept")
+        if not field:
+            continue
+        for ext_row in _read_ext_rows(data_dir, config, field):
+            concepts = _dimension_values(ext_row.get(field))
+            if not concepts:
+                continue
+            keys = _symbol_keys(ext_row, config)
+            for key in keys:
+                for c in concepts:
+                    pairs.append((key, c))
+                    concepts_seen.add(c)
+
+    if pairs:
+        # 去重: 同一 (symbol, concept) 对会因多 key 形式(SZ/000001)和
+        # 多 config 重复出现, 去重后从 ~48万 行降到 ~14万, join 快 3x+
+        _concept_map_cache = pl.DataFrame(
+            {"_sym_up": [p[0] for p in pairs], "concept": [p[1] for p in pairs]},
+            schema={"_sym_up": pl.Utf8, "concept": pl.Utf8},
+        ).unique()
+        _concept_map_count = len(concepts_seen)
+    else:
+        _concept_map_cache = pl.DataFrame(
+            schema={"_sym_up": pl.Utf8, "concept": pl.Utf8}
+        )
+        _concept_map_count = 0
+    _concept_map_ts = now
+    return _concept_map_cache, _concept_map_count
+
+
+_concept_map_cache: pl.DataFrame | None = None
+_concept_map_count: int = 0
+_concept_map_ts: float = 0.0
+
+
+def build_rps_rotation(repo, days: int = 12) -> dict:
+    """构建概念涨幅轮动矩阵。
+
+    Args:
+        repo: KlineRepository(含 _enriched_history_cache 内存历史)。
+        days: 取最近 N 个交易日, 范围 [7, 30], 默认 12。
+
+    Returns:
+        {
+          "dates": ["2026-06-30", ...],          # 最新在最前, 长度 ≤ days
+          "columns": {"2026-06-30": [[概念, 涨幅], ...], ...},  # 每列各自排序(高→低)
+          "concept_count": 387,                   # 去重概念总数(0 表示无概念数据)
+        }
+        涨幅是小数(0.0522 = +5.22%)。无数据时返回空 columns。
+    """
+    days = max(7, min(30, days))
+
+    # 结果缓存: 同 days(→ 同 start/end)的请求在 TTL 内直接返回
+    latest = _latest_enriched_date(repo)
+    if latest is None:
+        return {"dates": [], "columns": {}, "concept_count": 0}
+
+    cache_key = latest.isoformat()
+    now = time.time()
+    cached = _cache.get(cache_key)
+    if cached and (now - _cache_ts.get(cache_key, 0)) < _CACHE_TTL:
+        # 缓存的是所有日期, 按需要的 days 截取(避免不同 days 各存一份)
+        return _slice_cached(cached, days)
+
+    # 1. 概念映射(symbol → 概念), 已缓存为 polars DataFrame
+    map_df, concept_count = _load_concept_map_df(repo)
+    if map_df.is_empty():
+        logger.info("rps_rotation: no concept data (ext_gn_ths not fetched yet)")
+        return {"dates": [], "columns": {}, "concept_count": 0}
+
+    # 2. 取最近 N 交易日的个股 change_pct(命中内存缓存)
+    start = latest - timedelta(days=days * 2 + 10)  # 日历天 ≈ 2/3 交易日, 多取余量
+    df = repo.get_enriched_range(
+        start, latest, columns=["symbol", "date", "change_pct"]
+    )
+    if df is None or df.is_empty():
+        return {"dates": [], "columns": {}, "concept_count": 0}
+
+    # 3. 把个股 symbol 映射到概念, 一只股票拆成多行(每个概念一行)
+    #    symbol 大写匹配(map_df 的 _sym_up 已大写)
+    df = df.with_columns(pl.col("symbol").str.to_uppercase().alias("_sym_up"))
+    joined = df.join(map_df, on="_sym_up", how="inner").drop("_sym_up")
+
+    if joined.is_empty():
+        return {"dates": [], "columns": {}, "concept_count": 0}
+
+    # 4. 按 (date, concept) 聚合 avg change_pct —— 与 _dimension_rank:288 的简单平均口径一致
+    agg = joined.group_by(["date", "concept"]).agg(
+        pl.col("change_pct").mean().alias("avg_pct")
+    )
+    # 去掉 NaN/Null(停牌等无行情的概念日)
+    agg = agg.filter(pl.col("avg_pct").is_not_null() & pl.col("avg_pct").is_not_nan())
+
+    # 5. 每个日期内按 avg_pct 降序排, 再 group_by 把每组的 (concept, avg_pct)
+    #    收集成并行 list —— 一次 polars 操作拿到全部列, 避免 partition_by 的 tuple key 歧义
+    agg = agg.sort(["date", "avg_pct"], descending=[False, True])
+    grouped = agg.group_by("date", maintain_order=True).agg(
+        pl.col("concept"), pl.col("avg_pct")
+    )
+    # 最新日期排最前
+    grouped = grouped.sort("date", descending=True)
+
+    columns: dict[str, list[list]] = {}
+    all_dates_sorted: list[str] = []
+    for row in grouped.iter_rows(named=True):
+        d_str = str(row["date"])
+        all_dates_sorted.append(d_str)
+        columns[d_str] = list(zip(row["concept"], row["avg_pct"]))
+
+    full = {
+        "dates": [str(d) for d in all_dates_sorted],
+        "columns": columns,
+        "concept_count": concept_count,
+    }
+
+    # 写缓存(存全量, 按需 slice)
+    _cache[cache_key] = full
+    _cache_ts[cache_key] = now
+
+    return _slice_cached(full, days)
+
+
+def _slice_cached(full: dict, days: int) -> dict:
+    """从全量缓存截取最近 N 天(days)。"""
+    dates_all = full["dates"]
+    if len(dates_all) <= days:
+        return full
+    keep_dates = dates_all[:days]
+    return {
+        "dates": keep_dates,
+        "columns": {d: full["columns"][d] for d in keep_dates},
+        "concept_count": full["concept_count"],
+    }

frontend/src/components/RpsRotationDialog.tsx

@@ -0,0 +1,329 @@
+import { useState, useMemo, useRef, useEffect, useCallback } from 'react'
+import { motion, AnimatePresence } from 'framer-motion'
+import { X, Repeat, Sparkles, ArrowDownUp, Search } from 'lucide-react'
+import { useQuery } from '@tanstack/react-query'
+import { api } from '@/lib/api'
+import { QK } from '@/lib/queryKeys'
+import { cn } from '@/lib/cn'
+import { fmtPct } from '@/lib/format'
+
+interface Props {
+  onClose: () => void
+}
+
+const DEFAULT_DAYS = 12
+const ROW_HEIGHT = 30        // 每行高度(px), 与单元格样式配合
+const OVERSCAN = 8           // 上下额外渲染行数, 减少滚动时的白屏闪烁
+const MIN_DAYS = 7
+const MAX_DAYS = 30
+
+// 涨幅 → 背景色梯度(A 股语义: 红涨绿跌)。强度越大色越深, 一眼看出强势/弱势概念
+function pctBgClass(pct: number): string {
+  if (pct >= 0.05) return 'bg-bull/25'
+  if (pct >= 0.03) return 'bg-bull/18'
+  if (pct >= 0.01) return 'bg-bull/10'
+  if (pct > -0.01) return ''
+  if (pct > -0.03) return 'bg-bear/10'
+  if (pct > -0.05) return 'bg-bear/18'
+  return 'bg-bear/25'
+}
+
+// 把 "2026-07-01" 格式化成 "7/01" 紧凑显示(表头窄列)
+function shortDate(s: string): string {
+  const m = /^(\d{4})-(\d{2})-(\d{2})$/.exec(s)
+  if (!m) return s
+  return `${Number(m[2])}/${m[3]}`
+}
+
+export function RpsRotationDialog({ onClose }: Props) {
+  const [days, setDays] = useState(DEFAULT_DAYS)
+  const [reversed, setReversed] = useState(false)        // false=高→低, true=低→高
+  const [selected, setSelected] = useState<string | null>(null)  // 点中的概念名, 高亮追踪
+  const [search, setSearch] = useState('')
+
+  // 数据请求: React Query 缓存, 同 days 5 分钟内重开秒开
+  const { data, isLoading, error } = useQuery({
+    queryKey: QK.rpsRotation(days),
+    queryFn: () => api.rpsRotation(days),
+    staleTime: 5 * 60 * 1000,
+  })
+
+  const dates = data?.dates ?? []
+  const columns = data?.columns ?? {}
+  const conceptCount = data?.concept_count ?? 0
+
+  // 行数 = 最长那列的长度(理论上每天概念数应一致, 取最大兜底)
+  const rowCount = useMemo(
+    () => dates.reduce((m, d) => Math.max(m, columns[d]?.length ?? 0), 0),
+    [dates, columns],
+  )
+
+  // 行索引: 翻转时不重排数据, 只翻转访问索引(省一次大数组操作)
+  const getRowIndex = useCallback(
+    (displayIdx: number) => (reversed ? rowCount - 1 - displayIdx : displayIdx),
+    [reversed, rowCount],
+  )
+
+  // ---- 手写虚拟滚动 ----
+  // 监听滚动容器 scrollTop, 只渲染 [firstIdx, lastIdx] 范围内的行。
+  // 387 行只画可视的 ~25 行 + overscan, DOM 恒定 ~30 行 × N 列, 滚动 60fps。
+  const scrollRef = useRef<HTMLDivElement>(null)
+  const [visibleRange, setVisibleRange] = useState({ start: 0, end: 25 })
+
+  const handleScroll = useCallback(() => {
+    const el = scrollRef.current
+    if (!el) return
+    const scrollTop = el.scrollTop
+    const viewportH = el.clientHeight
+    const start = Math.max(0, Math.floor(scrollTop / ROW_HEIGHT) - OVERSCAN)
+    const end = Math.min(rowCount, Math.ceil((scrollTop + viewportH) / ROW_HEIGHT) + OVERSCAN)
+    setVisibleRange(prev => (prev.start === start && prev.end === end ? prev : { start, end }))
+  }, [rowCount])
+
+  useEffect(() => {
+    // rowCount 变化(切天数/数据到达)时重算可视范围
+    handleScroll()
+  }, [handleScroll, rowCount])
+
+  // ESC 关闭
+  useEffect(() => {
+    const onKey = (e: KeyboardEvent) => { if (e.key === 'Escape') onClose() }
+    window.addEventListener('keydown', onKey)
+    return () => window.removeEventListener('keydown', onKey)
+  }, [onClose])
+
+  // 搜索命中: 找出该概念在(未翻转的)每列中的排名, 用于跳转高亮
+  // 仅在有搜索词时计算, 避免每次渲染都遍历
+  const searchMatch = useMemo(() => {
+    const q = search.trim()
+    if (!q || rowCount === 0) return null
+    // 在最新日期列里找第一个含搜索词的概念, 返回它的显示行号(考虑翻转)
+    const latest = dates[0]
+    const col = columns[latest] ?? []
+    const rawIdx = col.findIndex(([name]) => name.includes(q))
+    if (rawIdx < 0) return null
+    return reversed ? rowCount - 1 - rawIdx : rawIdx
+  }, [search, columns, dates, reversed, rowCount])
+
+  // 搜索命中时自动滚到该行
+  useEffect(() => {
+    if (searchMatch == null) return
+    const el = scrollRef.current
+    if (el) el.scrollTo({ top: searchMatch * ROW_HEIGHT - el.clientHeight / 2, behavior: 'smooth' })
+  }, [searchMatch])
+
+  const renderRows = useMemo(() => {
+    const rows: JSX.Element[] = []
+    for (let displayIdx = visibleRange.start; displayIdx < visibleRange.end; displayIdx++) {
+      const rawIdx = getRowIndex(displayIdx)
+      const cells = dates.map((d) => {
+        const cell = columns[d]?.[rawIdx]
+        if (!cell) {
+          return (
+            <td key={d} className="px-2 py-1 text-center text-muted/40">
+              <span className="text-[10px]">—</span>
+            </td>
+          )
+        }
+        const [name, pct] = cell
+        const isSelected = selected === name
+        return (
+          <td
+            key={d}
+            onClick={() => setSelected(prev => prev === name ? null : name)}
+            className={cn(
+              'px-2 py-1 cursor-pointer whitespace-nowrap text-center align-middle transition-colors',
+              pctBgClass(pct),
+              isSelected && 'ring-1 ring-inset ring-accent bg-accent/20',
+            )}
+          >
+            <div className="flex flex-col items-center gap-0.5 leading-tight">
+              <span className={cn(
+                'text-[11px] max-w-[84px] truncate',
+                isSelected ? 'text-accent font-medium' : 'text-secondary',
+              )} title={name}>{name}</span>
+              <span className={cn(
+                'text-[10px] tabular-nums',
+                pct > 0 ? 'text-bull' : pct < 0 ? 'text-bear' : 'text-muted',
+              )}>{fmtPct(pct)}</span>
+            </div>
+          </td>
+        )
+      })
+      rows.push(
+        <tr
+          key={displayIdx}
+          style={{ height: ROW_HEIGHT }}
+          className="border-b border-border/30"
+        >
+          <td className="sticky left-0 z-10 bg-surface px-2 text-center text-[10px] text-muted tabular-nums border-r border-border/40">
+            {displayIdx + 1}
+          </td>
+          {cells}
+        </tr>,
+      )
+    }
+    return rows
+  }, [visibleRange, getRowIndex, dates, columns, selected])
+
+  return (
+    <AnimatePresence>
+      <motion.div
+        initial={{ opacity: 0 }}
+        animate={{ opacity: 1 }}
+        exit={{ opacity: 0 }}
+        className="fixed inset-0 z-50 flex items-center justify-center bg-black/50"
+        onClick={e => { if (e.target === e.currentTarget) onClose() }}
+      >
+        <motion.div
+          initial={{ opacity: 0, scale: 0.95, y: 10 }}
+          animate={{ opacity: 1, scale: 1, y: 0 }}
+          exit={{ opacity: 0, scale: 0.95, y: 10 }}
+          transition={{ duration: 0.15, ease: [0.16, 1, 0.3, 1] }}
+          className="w-[92vw] max-w-[1100px] h-[88vh] bg-surface border border-border rounded-card shadow-xl flex flex-col"
+        >
+          {/* 标题栏 */}
+          <div className="flex items-center justify-between px-4 py-2.5 border-b border-border shrink-0">
+            <div className="flex items-center gap-2">
+              <Repeat className="h-4 w-4 text-accent" />
+              <span className="text-sm font-medium text-foreground">概念涨幅轮动</span>
+              <span className="text-[11px] text-muted">
+                {conceptCount > 0 ? `${dates.length} 天 · ${conceptCount} 个概念` : '暂无数据'}
+              </span>
+            </div>
+            <button onClick={onClose} className="p-1 rounded hover:bg-elevated transition-colors cursor-pointer">
+              <X className="h-4 w-4 text-muted" />
+            </button>
+          </div>
+
+          {/* 上半区: AI 分析占位 */}
+          <div className="shrink-0 border-b border-border">
+            <div className="flex items-center gap-1.5 px-4 py-1.5 bg-elevated/30">
+              <Sparkles className="h-3.5 w-3.5 text-accent/60" />
+              <span className="text-[11px] text-muted">AI 轮动分析</span>
+            </div>
+            <div className="px-4 py-3 text-center">
+              <div className="inline-flex items-center gap-1.5 text-[11px] text-muted/60">
+                <Sparkles className="h-3.5 w-3.5" />
+                <span>AI 轮动分析功能开发中,敬请期待</span>
+              </div>
+            </div>
+          </div>
+
+          {/* 工具栏 */}
+          <div className="flex items-center gap-3 px-4 py-2 border-b border-border shrink-0">
+            <div className="flex items-center gap-1.5">
+              <span className="text-[11px] text-muted">天数</span>
+              <input
+                type="range"
+                min={MIN_DAYS}
+                max={MAX_DAYS}
+                step={1}
+                value={days}
+                onChange={e => setDays(Number(e.target.value))}
+                className="w-24 accent-accent cursor-pointer"
+              />
+              <span className="text-[11px] text-secondary tabular-nums w-5">{days}</span>
+            </div>
+            <button
+              onClick={() => setReversed(r => !r)}
+              className={cn(
+                'inline-flex items-center gap-1 px-2 py-1 rounded-btn text-[11px] transition-colors cursor-pointer border',
+                reversed
+                  ? 'bg-accent/10 text-accent border-accent/30'
+                  : 'border-border text-muted hover:text-secondary hover:bg-elevated',
+              )}
+              title="翻转排序(高↔低)"
+            >
+              <ArrowDownUp className="h-3 w-3" />
+              {reversed ? '低→高' : '高→低'}
+            </button>
+            <div className="relative flex-1 max-w-[220px] ml-auto">
+              <Search className="absolute left-2 top-1/2 -translate-y-1/2 h-3 w-3 text-muted/50" />
+              <input
+                type="text"
+                value={search}
+                onChange={e => setSearch(e.target.value)}
+                placeholder="搜索概念定位…"
+                className="w-full pl-7 pr-2 py-1 text-[11px] bg-elevated/50 border border-border rounded-btn text-foreground placeholder:text-muted/50 focus:outline-none focus:border-accent/40"
+              />
+            </div>
+            {selected && (
+              <button
+                onClick={() => setSelected(null)}
+                className="text-[11px] text-accent hover:underline cursor-pointer"
+              >
+                取消追踪「{selected}」
+              </button>
+            )}
+          </div>
+
+          {/* 下半区: 涨幅轮动矩阵(虚拟滚动) */}
+          <div className="flex-1 min-h-0 flex flex-col">
+            {isLoading ? (
+              <div className="flex items-center justify-center py-16">
+                <div className="w-5 h-5 border-2 border-accent/30 border-t-accent rounded-full animate-spin" />
+              </div>
+            ) : error ? (
+              <div className="flex items-center justify-center py-16 text-[11px] text-danger">
+                加载失败,请稍后重试
+              </div>
+            ) : rowCount === 0 ? (
+              <div className="flex items-center justify-center py-16 text-[11px] text-muted">
+                暂无概念数据,请先在「概念分析」页配置并获取概念数据源
+              </div>
+            ) : (
+              <div
+                ref={scrollRef}
+                onScroll={handleScroll}
+                className="flex-1 overflow-auto"
+              >
+                <table className="min-w-full border-collapse">
+                  {/* 表头: 日期列, 最新在最左 */}
+                  <thead className="sticky top-0 z-20 bg-surface">
+                    <tr>
+                      <th className="sticky left-0 z-30 bg-surface px-2 py-1.5 text-[10px] font-normal text-muted border-b border-r border-border/40">
+                        #
+                      </th>
+                      {dates.map(d => (
+                        <th
+                          key={d}
+                          className="px-2 py-1.5 text-[10px] font-normal text-muted border-b border-border/40 whitespace-nowrap text-center"
+                          title={d}
+                        >
+                          {shortDate(d)}
+                        </th>
+                      ))}
+                    </tr>
+                  </thead>
+                  <tbody>
+                    {/* 顶部占位: 把滚动位置撑起来 */}
+                    {visibleRange.start > 0 && (
+                      <tr style={{ height: visibleRange.start * ROW_HEIGHT }}>
+                        <td colSpan={dates.length + 1} />
+                      </tr>
+                    )}
+                    {renderRows}
+                    {/* 底部占位 */}
+                    {visibleRange.end < rowCount && (
+                      <tr style={{ height: (rowCount - visibleRange.end) * ROW_HEIGHT }}>
+                        <td colSpan={dates.length + 1} />
+                      </tr>
+                    )}
+                  </tbody>
+                </table>
+              </div>
+            )}
+          </div>
+
+          {/* 底部提示 */}
+          <div className="px-4 py-1.5 border-t border-border shrink-0">
+            <span className="text-[10px] text-muted">
+              每列各自按当日涨幅排序 · 点击单元格追踪概念在各日的排名变化
+            </span>
+          </div>
+        </motion.div>
+      </motion.div>
+    </AnimatePresence>
+  )
+}

frontend/src/lib/api.ts

@@ -319,6 +319,14 @@ export interface OverviewMarket {
   industry_rank: { leading: OverviewDimensionRankItem[]; lagging: OverviewDimensionRankItem[] }
 }
 
+// ===== 概念涨幅轮动矩阵 =====
+// dates: 日期字符串列表(最新在最前); columns: {日期: [[概念名, 涨幅小数], ...]} 每列各自降序
+export interface RpsRotationData {
+  dates: string[]
+  columns: Record<string, [string, number][]>
+  concept_count: number
+}
+
 // ===== 大盘复盘 =====
 export interface AiReviewReport {
   id: string
@@ -1094,6 +1102,10 @@ export const api = {
     request<{ as_of: string | null; rows: MarketSnapshotRow[] }>('/api/screener/market-snapshot'),
   overviewMarket: (asOf?: string) => request<OverviewMarket>(`/api/overview/market${asOf ? `?as_of=${asOf}` : ''}`),
 
+  // 概念涨幅轮动矩阵: 每列(日期)各自把所有概念按当天涨幅从高到低排序
+  rpsRotation: (days: number) =>
+    request<RpsRotationData>(`/api/rps/rotation?days=${days}`),
+
   limitLadder: (asOf?: string, extColumns?: string, direction?: 'up' | 'down') => {
     const params = new URLSearchParams()
     if (asOf) params.set('as_of', asOf)

frontend/src/lib/queryKeys.ts

@@ -73,6 +73,9 @@ export const QK = {
 
   // AI 大盘复盘
   reviewReports:        ['review-reports'] as const,
+
+  // 概念涨幅轮动矩阵
+  rpsRotation:          (days: number) => ['rps-rotation', days] as const,
 } as const
 
 // ===== SSE 应该 invalidate 的 key 前缀列表 =====

frontend/src/pages/ConceptAnalysis.tsx

@@ -16,12 +16,12 @@ import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
 import { AnalysisConfigDialog, PresetFetchState, type AnalysisFieldConfig } from '@/components/analysis-shared'
 import { StockPreviewDialog } from '@/components/StockPreviewDialog'
+import { RpsRotationDialog } from '@/components/RpsRotationDialog'
 import { api, type MarketSnapshotRow } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
 import { storage } from '@/lib/storage'
 import { fmtBigNum, fmtPct, priceColorClass } from '@/lib/format'
 import { cn } from '@/lib/cn'
-import { toast } from '@/components/Toast'
 import { resolveDimension, type DimensionGroup, type StockRow } from '@/lib/analysis-adapter'
 
 const KEYWORDS = ['concept', '概念', 'theme', '题材', '板块']
@@ -241,6 +241,7 @@ export function ConceptAnalysis() {
   const [sortMode, setSortMode] = useState<SortMode>('heat')
   const [previewSymbol, setPreviewSymbol] = useState<string | null>(null)
   const [previewName, setPreviewName] = useState<string>('')
+  const [showRps, setShowRps] = useState(false)
 
   const configsQuery = useQuery({ queryKey: QK.extData, queryFn: api.extDataList })
   const availableConfigs = configsQuery.data?.items ?? []
@@ -360,13 +361,13 @@ export function ConceptAnalysis() {
         subtitle={`${marketQuery.data?.as_of ?? rowsQuery.data?.date ?? '最新'} · ${stats.length} 个概念 · ${totalSymbols} 只标的`}
         right={
           <div className="flex items-center gap-1">
-            {/* RPS 轮动计算(占位, 功能开发中) */}
+            {/* RPS 轮动: 打开涨幅轮动矩阵对话框 */}
             <button
-              onClick={() => toast('涨幅RPS轮动功能开发中,敬请期待')}
-              className="inline-flex items-center gap-1 rounded-btn border border-border bg-elevated px-2.5 py-1.5 text-[11px] text-secondary transition-colors hover:border-accent/40 hover:text-accent"
-              title="涨幅RPS轮动(开发中)"
+              onClick={() => setShowRps(true)}
+              className="inline-flex items-center gap-1 rounded-btn border border-amber-400/40 bg-amber-400/15 px-2.5 py-1.5 text-[11px] text-amber-400 font-medium transition-colors hover:bg-amber-400/25 hover:border-amber-400/60"
+              title="概念涨幅轮动矩阵"
             >
-              <Repeat className="h-3.5 w-3.5" />涨幅RPS轮动
+              <Repeat className="h-3.5 w-3.5" />涨幅RPS轮动分析
             </button>
             <button
               onClick={() => { rowsQuery.refetch(); marketQuery.refetch() }}
@@ -435,6 +436,10 @@ export function ConceptAnalysis() {
           onClose={() => { setPreviewSymbol(null); setPreviewName('') }}
         />
       )}
+
+      <AnimatePresence>
+        {showRps && <RpsRotationDialog onClose={() => setShowRps(false)} />}
+      </AnimatePresence>
     </>
   )
 }