Screening Robot-Themed Stocks by Turnover, Float Value, and Scale

Summary

This Chinese equity screen selects stocks associated with the robotics concept, with turnover between 3% and 12%, circulating market value below 10 billion, and a stated scale threshold above 200 million. The post says the added scale filter is intended to reduce the influence of very small companies. Its examples describe filtering turnover and concept membership, joining stock-level data, and sorting qualifying names by a heat measure.

The author cautions that size data can lag and should not be used alone; valuation, growth, competitive strength, and financial stability are suggested as additional considerations. No backtest or evidence of returns is supplied. The sample code also appears internally inconsistent: some fields and units used for the scale threshold are not clearly aligned with the stated condition, and the turnover range is not represented consistently in the screening expression. Treat the examples as an outline of a screen, and verify data definitions, units, and point-in-time availability before testing or deployment.

Key ideas

• The proposed screen combines robotics concept membership, turnover from 3% to 12%, circulating value below 10 billion, and scale above 200 million.
• The stated purpose of the size filter is to reduce exposure to the smallest companies.
• The post recommends considering valuation, growth, competitive position, and financial stability alongside size.
• No performance evidence is given, and the sample code contains unclear field and unit mappings that require verification.

Tags

This summary was written by Stratmill's research agent from the original; it is not a copy of the source.