Cai
2026-08-24 156ea25b402479f0abc54c558bbf87f9eaaa0422
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"route_id","task_id","case_id","batch_id","run_id","track_code","route_name","value_chain_stage","maturity_stage","substitution_or_complement","primary_region","global_comparator","evidence_boundary","data_status","review_status"
"ROUTE-01","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","BATTERY","磷酸铁锂","正极材料/电芯","COMMERCIAL_SCALE","与三元体系按场景竞争;储能与中端动力重要","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","不写未获主源验证的份额","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-02","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","BATTERY","三元锂电","正极材料/电芯","COMMERCIAL_SCALE","高能量密度场景;受金属价格与安全/成本约束","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","不合并不同镍系口径","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-03","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","BATTERY","固态电池","材料/电芯","PILOT_TO_EARLY_COMMERCIAL","潜在下一代路线;量产与示范分账","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","不把规划/样品当规模量产","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-04","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","BATTERY","钠离子电池","材料/电芯/储能","DEMONSTRATION_TO_EARLY_COMMERCIAL","与锂电互补,侧重资源与低温/储能场景","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","不把项目规划当装机","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-05","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","SOLAR","N型TOPCon","电池片/组件","COMMERCIAL_SCALE","当前规模化高效路线之一","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","不引用无主源的市占排名","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-06","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","SOLAR","BC背接触","电池片/组件","COMMERCIAL_RAMP","与TOPCon/HJT在效率、成本和场景上竞争","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","不同产品代际分账","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-07","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","SOLAR","HJT异质结","电池片/组件","COMMERCIAL_RAMP","高效路线,设备与材料体系不同","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","不把实验效率等同量产效率","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-08","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","SOLAR","钙钛矿叠层","电池/组件","R_AND_D_TO_PILOT","潜在高效率叠层路线","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","研发纪录、试验线与商业出货严格分账","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-09","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","WIND","双馈式机组","整机","COMMERCIAL_SCALE","成熟陆上路线之一","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","机型口径与应用环境分账","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-10","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","WIND","永磁直驱/半直驱","整机","COMMERCIAL_SCALE","适配大型化与海上等场景","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","不以单一机型外推全行业","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-11","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","WIND","海上风电大型化","整机/基础/海缆","COMMERCIAL_RAMP","驱动塔筒、基础、海缆和施工升级","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","核对核准、开工、吊装、并网阶段","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-12","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","WIND","漂浮式海上风电","整机/浮体/系泊","DEMONSTRATION","面向深远海场景","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","全球对照单列,不与国内固定式装机拼接","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-13","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","NUCLEAR","压水堆","核电站/主设备","COMMERCIAL_SCALE","中国大陆商运主流堆型总类","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","仅高层公开分类","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-14","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","NUCLEAR","华龙一号","三代压水堆","COMMERCIAL_SCALE","自主三代核电路线","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","不处理非公开工艺与设施参数","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-15","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","NUCLEAR","CAP1000/国和路线","三代压水堆","PROJECT_CONSTRUCTION","项目与供应链高层公开跟踪","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","核准/开工/并网/商运分账","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"
"ROUTE-16","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","NUCLEAR","小型模块化反应堆","核能多用途","DEMONSTRATION","潜在补充应用","MAINLAND_CHINA","SEPARATE_CONTEXT_ONLY","只记录公开项目阶段,不延伸敏感设施细节","VERIFIED_OR_BOUNDED_PUBLIC","ACCEPTED_BY_INDEPENDENT_REVIEW"