Cement Investment Research Knowledge Base Construction

What data for this category looks like

Cement industry investment research data includes multiple source types: monthly production capacity and regional price data from relevant industry associations, daily cement futures quotes from regulated futures exchanges, quarterly financial reports of listed building material enterprises, and infrastructure project tender documents from local housing and construction authorities. Update rhythms vary significantly: systems update futures quotes daily, monthly industry data monthly, financial reports and tender documents quarterly, or per project timeline.

Document structures include structured Excel tables, semi-structured PDF research reports, and structured datasets exported via API. Fields include: P.O42.5 cement ex-factory price (unit: yuan per ton), clinker capacity utilization rate, regional sales volume (unit: 10,000 tons), project start time, and some documents include regional codes and project budget fields.

Constraints imposed on citation sources and traceability by these characteristics

The diverse sources, varied update rhythms, and mixed structure of cement data create multiple constraints for the traceability link. First, differences in metadata formats between structured data and unstructured research reports necessitate separate field mapping rules, preventing confusion between real-time API-collected quotes and historical analysis from PDF documents during traceability. Second, the system requires collection timestamps precise to the hour for daily-updated futures quotes, and requires monthly industry data to be marked with its release cycle. Without this information, it is impossible to distinguish price information for the same region across different batches. Third, regional fields in cement data cover all provinces and municipalities across the country. The system requires establishing a corresponding relationship between regional codes and names to prevent mismatches between regional names and data during traceability. Fourth, investment research content often includes cross-regional, cross-time data comparisons. The system must retain sufficient contextual association information during traceability to ensure the complete data source chain can be traced when citing.

Configuration Settings

Configuration Item	Recommended Value	Rationale
`recall_topk`	Top 10-15 entries	Cement investment research data includes multi-dimensional regional, price, and production capacity information. Sufficient recall results are needed to match professional query requirements and avoid missing valid data due to single-dimensional recall.
`similarity_threshold`	0.65-0.75	The cement industry has a large number of professional terms and sub-categories. A threshold that is too low will introduce irrelevant building material category data, while a threshold that is too high will miss some valid recall content with appropriate relevance.
`UPLOAD_FILE_PARSE_MODE`	Structured + unstructured mixed parsing	Cement data covers multiple formats including Excel production capacity tables, PDF research reports, and API-exported datasets. Mixed parsing fully retains original fields and formats, providing complete metadata for traceability.
`source_field_mapping`	Configured according to `data source type + collection time + original field name`	Cement data sources are scattered and fields are diverse. Clear mapping rules ensure accurate association of data collection channels, time, and original fields during traceability, avoiding metadata confusion.
`PARSE_FILE_TIMEOUT_SECONDS`	300 seconds	Parsing large cement industry research report PDFs and Excel files with multiple worksheets takes a long time. Setting 300 seconds prevents parsing timeouts that would prevent some documents from being indexed.
`max_context_window`	8000-12000 characters	Cement investment research queries often involve comparisons of multiple sets of regional data. A sufficient context window retains complete traceability association information, ensuring the data source chain can be clearly displayed when citing.

The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require specific analysis, and it is recommended to test on your own samples before finalizing.

Three Common Configuration Mistakes

Scenario: Setting similarity_threshold to 0.3 results in the number of recalled entries remaining fixed, with no further growth after adjustment. Cause: The enable_recall_expansion parameter is not enabled, or incremental recall logic is not enabled during knowledge base indexing, causing the recall upper limit to be fixed.
Scenario: Displayed citation sources only show the document name, and do not include cement data collection time and regional fields. Cause: The source_field_mapping parameter is not configured, and fields such as structured data collection time and regional codes are not included in traceability metadata.
Scenario: Cited markdown-formatted content is not rendered and is displayed directly as plain text. Cause: The enable_markdown_render parameter is not enabled, or markdown format parsing mode is not enabled during document upload, causing traceability content to retain original tags and not present a rendered effect.

How to Verify Configuration Correctness

Upload a cement industry Excel table containing regional price and production capacity data, check whether indexed metadata includes fields such as collection month, regional code, and ex-factory price unit, to confirm the source_field_mapping configuration takes effect.
Adjust similarity_threshold to 0.6 and 0.7, compare changes in the number of recalled entries between the two queries, to confirm the recall logic is not restricted by a fixed upper limit.
Initiate a professional query involving comparisons of cement regional prices, check whether the citation module of returned results displays complete traceability metadata, including data source type, collection time, and original field name.
Test citing a fragment of cement data from a historical conversation, confirm that traceability links or metadata load normally, verifying the historical conversation citation function works properly.

Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.