---
title: "跨市场指数对比"
output: 
  flexdashboard::flex_dashboard:
    orientation: rows
    source_code: embed
    social: menu
    vertical_layout: fill
    theme: yeti
---

```{r setup, include=FALSE}
# packages ----------------------------------------------------------------

library(tidyverse)
library(openxlsx)
library(lubridate)
library(echarts4r)

setwd("C:\\Users\\yuanhm\\Desktop\\cloudx\\北交所市场分析\\data")

# import data -------------------------------------------------------------

dta = read.xlsx("市场运行情况.xlsx", detectDates = T)
match_list = read.xlsx("分类指标.xlsx", sheet = 1)
market_index = read.xlsx("市场指数.xlsx", detectDates = T)

# function -----------------------------------------------------------------

index_func = function(
  data = dta, by_item, join_file = match_list, digit = 2, weight = "market_value"
){
  data %>%
    group_by(`证券简称`) %>%
    mutate(
      market_value = `收盘价` * `总股本`,
      ratio = `收盘价_前复权`/lag(`收盘价_前复权`, 1)-1
    ) %>%
    replace_na(list(ratio = 0)) %>%
    left_join(join_file, by = c("证券简称")) %>%
    ungroup() %>%
    group_by(.data[[by_item]], `交易日`) %>%
    mutate(
      weights = .data[[weight]] / sum(.data[[weight]], na.rm = T),
      ratio_w = ratio * weights
    ) %>%
    summarise(
      ratio_w_sum = round(sum(ratio_w, na.rm = T), digits = 4)+1
    ) %>%
    arrange(.data[[by_item]], `交易日`) %>%
    mutate(
      ratio_w_cum = cumprod(ratio_w_sum),
      index = round(ratio_w_cum * 1000, digits = digit)
    ) %>% 
    ungroup()
}


# index -------------------------------------------------------------------

market_index = market_index %>%
  mutate(
    `科创50` = `科创板50`/.$科创板50[[1]]*1000,
    `上证指数` = `上证指数`/.$上证指数[[1]]*1000,
    `沪深300` = `沪深300`/.$沪深300[[1]]*1000
  ) 


index_all = dta %>% 
  mutate(`ipo` = "x") %>% 
  index_func(by_item = "ipo") %>%
  left_join(market_index, by = c("交易日" = "日期")) %>%
  select(`交易日`, index, `科创50`, `上证指数`, `沪深300`)
```

Row 
-----------------------------------------------------------------------

### Index

```{r}
index_all %>%
  pivot_longer(
    -c("交易日"), names_to = "index_name", values_to = "index_value"
  ) %>%
  group_by(index_name) %>% 
  e_charts(`交易日`) %>%
  e_line(index_value, symbol = "none") %>%
  e_datazoom() %>%
  e_tooltip(trigger = "axis") %>%
  e_toolbox_feature(feature = c("saveAsImage", "dataView")) %>%
  e_title(
    "跨市场指数对比", "市值加权"
  ) %>%
  e_legend(show = legend, type = "scroll") %>%
  e_show_loading() %>%
  e_theme("inspired")
```