DATASET · fundamental

利润表

fundamental.income_statement

财务与估值

按证券、报告期和期间保存收入、成本、利润等经营结果，是盈利能力和增长研究的主表。

下载本类 JSON 下载完整 JSON.gz 先获取 Key

字段34

关键字段3

更新口径weekly

时间列report_date

单页上限5000

分页窄筛选

PIT支持

规模100K-999K

WHAT IT ANSWERS

这张表适合回答什么

计算收入利润增速
分析毛利率与营业利润率
比较季度年度盈利趋势

GRAIN & TIME

一行代表什么

业务粒度: 每行代表“利润表”的一条记录；逻辑粒度由 instrument_id × report_date × period 共同确定。
时间口径: 以 report_date 为主要查询时间轴；除下方限制特别说明外，时间戳按 UTC、日期按来源市场日历解释。
更新节奏: 通常每周随上游披露或批处理更新；不是实时数据。

KEY FIELDS

先看这些字段

instrument_id: WarrenHub 统一证券标识；跨证券数据集优先用它联接。
report_date: 财务、持仓或统计报告所属日期。
period: 财务或统计所属期间。

RECOMMENDED JOINS

怎样和其他表关联

ref.instrumenton instrument_id

用 instrument_id 补充证券代码、名称、市场、交易所和资产类型。

HOW TO QUERY SAFELY

查询方法与已知限制

先用 catalog 确认当前契约；可按 catalog 中列出的 filters 进一步缩小范围；单页最多 5000 行，该表不提供稳定 cursor，结果过大时必须缩小标的、日期或其他筛选。

做历史回测时优先使用 PIT 端点并传 as_of，避免把后来披露的数据带回过去。

MACHINE CONTRACT

筛选、排序与分页

UNVERSIONED

默认排序: report_date, code, period
唯一键: —
读取模式: canonical_final_active
最大时间窗: 未单独限制

可用 filters

code→ code · string

market→ market · string

period→ period · string

source→ source · string

POINT IN TIME

可复现读取

AVAILABLE

调用 PIT 端点并传入必填 as_of；服务只返回该时间边界前可知的数据，适合回测和无前视偏差研究。

PIT 时间列: report_date
PIT 键: instrument_id, report_date, period, source
PIT 单页上限: 1000
PIT 最大时间窗: 400 天

COPY-READY CALLS

怎么调用

同一数据集可用 HTTP、Python SDK、CLI 或 MCP；Key 始终只通过环境变量/Bearer Header 传递。

READ ONLY

HTTP

curl --fail-with-body -H "Authorization: Bearer $FRIENDS_DATA_API_KEY" "https://api.alphahubs.uk/api/v1/data/datasets/fundamental/income_statement/rows?limit=100&code=AAPL&start=2026-08-01&end=2026-08-01"

PYTHON SDK

from friends_data_api import FriendsDataClient, Settings

async with FriendsDataClient(Settings.from_env()) as client:
    page = await client.get_dataset_rows('fundamental', 'income_statement', limit=100, start='2026-08-01', end='2026-08-01', filters={'code': 'AAPL'})
    print(page.data)
    if page.has_more:
        print("next cursor:", page.next_cursor)

CLI

friends-data get-dataset-rows fundamental income_statement --limit 100 --start 2026-08-01 --end 2026-08-01 --filter code=AAPL

MCP TOOL CALL

{
  "arguments": {
    "dataset": "income_statement",
    "end": "2026-08-01",
    "filters": {
      "code": "AAPL"
    },
    "limit": 100,
    "namespace": "fundamental",
    "start": "2026-08-01"
  },
  "tool": "get_dataset_rows"
}

PIT 调用friends-data get-point-in-time-rows fundamental income_statement --as-of 2026-08-01 --limit 100 --filter code=AAPL

FIELD DICTIONARY

34 个返回字段

descriptionSource 可在 JSON 中区分仓库注释、标准术语表和名称推导说明。

筛选字段

#	字段	ClickHouse 类型	JSON	可空	角色	说明
1	`code`	`String`	`string`	no	filter, default_order, warehouse_primary_key	Source-normalized security or contract code.标准术语表
2	`market`	`LowCardinality(String)`	`string`	no	filter, warehouse_primary_key	Canonical market or country-market code.标准术语表
3	`instrument_id`	`Nullable(UInt64)`	`integer`	yes	value	WarrenHub canonical instrument identifier; use it for cross-dataset joins.标准术语表
4	`report_date`date	`Date`	`string / date`	no	time, default_order, warehouse_primary_key	Reporting-period or statement date.标准术语表
5	`period`	`LowCardinality(String)`	`string`	no	filter, default_order, warehouse_primary_key	Reporting or observation period label.标准术语表
6	`ann_date`date	`Date`	`string / date`	no	value	Announcement date.标准术语表
7	`source`	`LowCardinality(String)`	`string`	no	filter, warehouse_primary_key, provenance	Normalized upstream source identifier.标准术语表
8	`publish_ts`UTC_datetime	`Nullable(DateTime64(3, 'UTC'))`	`string / date-time`	yes	provenance	UTC point-in-time availability timestamp used by PIT reads.标准术语表
9	`source_ts`UTC_datetime	`Nullable(DateTime64(3, 'UTC'))`	`string / date-time`	yes	provenance	Timestamp asserted by the upstream source.标准术语表
10	`ingested_at`UTC_datetime	`DateTime64(3, 'UTC')`	`string / date-time`	no	provenance	UTC timestamp when the source record entered the warehouse.标准术语表
11	`version_ts`UTC_datetime	`DateTime64(3, 'UTC')`	`string / date-time`	no	provenance	UTC timestamp associated with the row version.标准术语表
12	`revenue`	`Nullable(Float64)`	`number`	yes	value	Source-normalized field: revenue.名称推导
13	`oper_cost`	`Nullable(Float64)`	`number`	yes	value	Source-normalized field: oper cost.名称推导
14	`gross_profit`	`Nullable(Float64)`	`number`	yes	value	Source-normalized field: gross profit.名称推导
15	`operate_profit`	`Nullable(Float64)`	`number`	yes	value	Source-normalized field: operate profit.名称推导
16	`total_profit`	`Nullable(Float64)`	`number`	yes	value	Source-normalized field: total profit.名称推导
17	`net_profit`	`Nullable(Float64)`	`number`	yes	value	Source-normalized field: net profit.名称推导
18	`basic_eps`	`Nullable(Float64)`	`number`	yes	value	Source-normalized field: basic eps.名称推导
19	`diluted_eps`	`Nullable(Float64)`	`number`	yes	value	Source-normalized field: diluted eps.名称推导
20	`provider`	`LowCardinality(String)`	`string`	no	provenance	Upstream data provider identifier.标准术语表
21	`source_url`	`String`	`string`	no	provenance	URL of the upstream evidence or record when distributable.标准术语表
22	`source_record_id`	`String`	`string`	no	provenance	Provider-side identifier for the source record.标准术语表
23	`raw_payload_hash`	`String`	`string`	no	provenance	Opaque fingerprint of the normalized source payload for provenance checks.标准术语表
24	`parser_version`	`LowCardinality(String)`	`string`	no	provenance	Version of the parser or normalizer that produced the row.标准术语表
25	`quality_status`	`LowCardinality(String)`	`string`	no	provenance	Machine-readable data-quality classification.标准术语表
26	`license_scope`	`LowCardinality(String)`	`string`	no	provenance	License or redistribution scope attached to the row.标准术语表
27	`visibility_tier`	`LowCardinality(String)`	`string`	no	provenance	Serving visibility tier attached to the row.标准术语表
28	`ingest_run_id`	`String`	`string`	no	provenance	Identifier of the ingestion run that produced the row.标准术语表
29	`version`	`UInt64`	`integer`	no	provenance	Monotonic row version used for correction-aware reads.标准术语表
30	`is_deleted`	`UInt8`	`integer`	no	value	Soft-delete marker; public serving excludes current tombstones.标准术语表
31	`created_at`UTC_datetime	`DateTime64(3, 'UTC')`	`string / date-time`	no	value	UTC timestamp when the warehouse row was first created.标准术语表
32	`updated_at`UTC_datetime	`DateTime64(3, 'UTC')`	`string / date-time`	no	value	UTC timestamp when the warehouse row was last updated.标准术语表
33	`publish_ts_source`	`LowCardinality(String)`	`string`	no	value	Source-normalized field: publish ts source.名称推导
34	`filing_date`date	`Nullable(Date)`	`string / date`	yes	value	Date on which the filing was submitted or published.标准术语表

字典口径

结构来自 Friends 只读身份可见的真实 serving relation；权限、过滤、排序、PIT 与分页来自可执行 DatasetSpec。Schema observed at 2026-10-06T18:08:52Z。