mbx/mb-project-info.git

technology_route_id,task_id,case_id,batch_id,run_id,track_code,subindustry_node_code,route_name,product_or_system,technical_stage,commercial_stage,performance_metric,metric_value,unit,cost_boundary,validation_or_certification,alternative_route,limiting_factor,route_description,value_chain_stage,region,metric_as_of,source_doc_id,evidence_fact_id,artifact_id,evidence_boundary,schema_version,review_status
NEB2-ROUTE-01,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,BATTERY,BAT_RESOURCE_MATERIAL,锂盐—正负极—电解液—隔膜分层,资源与主材,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,电池级碳酸锂均价,7.4,万元/吨,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,资源品价格和材料路线变化可能改变成本传导；规格、期间或税口径不同会使价格比较失真。,锂盐—正负极—电解液—隔膜分层；不同材料、规格与应用场景不得合并为单一价格或产能口径。,资源与主材,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-BATTERY-MIIT-2025-0104,EVF-MKT-BAT-03,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-02,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,BATTERY,BAT_CELL,动力与储能应用分账,电芯制造,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国锂电池总产量,>473,GWh,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,产量增长不等于终端消化，库存、利用率、质量与安全信息仍需单独验证。,动力与储能应用分账；磷酸铁锂、三元等路线按应用、安全、寿命与成本约束比较。,电芯制造,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-BATTERY-MIIT-2025-0104,EVF-MKT-BAT-01,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-03,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,BATTERY,BAT_SYSTEM_COMPONENT,从电芯到模组、Pack、BMS和系统集成逐层识别,系统/部件/BMS-Pack,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,储能型锂电池产量,>110,GWh,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,价值量受集成边界、外购比例和应用结构影响，不能由电池总量直接推导公司收入。,从电芯到模组、Pack、BMS和系统集成逐层识别；分部不可拆时降低暴露结论强度。,系统/部件/BMS-Pack,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-BATTERY-MIIT-2025-0104,EVF-MKT-BAT-02,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-04,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,BATTERY,BAT_EQUIPMENT_RECYCLE,设备按工序验证，回收按来源料、处理工艺与再生产品验证,设备与回收循环,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国锂电池总产量,>473,GWh,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,本批冻结候选池未找到可升级的直接主源，相关企业增量保持缺口。,设备按工序验证，回收按来源料、处理工艺与再生产品验证；仅有‘新能源’字样不足以确认角色。,设备与回收循环,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-BATTERY-MIIT-2025-0104,EVF-MKT-BAT-01,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-05,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,SOLAR,SOL_SILICON_WAFER,硅料—拉晶—切片分层，N/P 型和尺寸规格分账,硅料/硅片与材料,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国新增光伏装机,317,GW,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,装机需求不能直接推导硅片盈利，供给、价格、库存与技术切换均可能造成背离。,硅料—拉晶—切片分层，N/P 型和尺寸规格分账；不以总产能替代可售合格产出。,硅料/硅片与材料,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-SOL-01,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-06,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,SOLAR,SOL_CELL_MODULE,电池技术与组件产品分账，产能、产量、出货、并网装机不能互相替代。,电池片/组件,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国新增光伏装机,317,GW,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,快速路线迭代和供给扩张可能造成存货、减值与旧产线利用率风险。,电池技术与组件产品分账，产能、产量、出货、并网装机不能互相替代。,电池片/组件,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-SOL-01,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-07,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,SOLAR,SOL_BALANCE_EQUIPMENT,按设备、玻璃/胶膜等辅材、逆变器三个子层记录，不用组件需求替代各自产品证据。,设备/辅材/逆变器,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国新增光伏装机,317,GW,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,需求联动存在时滞，设备订单、辅材出货与逆变器销售不能由装机量机械外推。,按设备、玻璃/胶膜等辅材、逆变器三个子层记录，不用组件需求替代各自产品证据。,设备/辅材/逆变器,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-SOL-01,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-08,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,SOLAR,SOL_SYSTEM_STATION,项目阶段、所有权和收入确认口径是核心,系统集成/电站建设运营,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国光伏发电量,1.17,万亿千瓦时,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,装机增长不代表单个开发商收益，消纳、电价、融资和资产处置均会改变经营结果。,项目阶段、所有权和收入确认口径是核心；规划、在建、并网和运营不得静默合并。,系统集成/电站建设运营,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-SOL-02,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-09,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,WIND,WND_COMPONENT,按叶片、铸锻、传动和轴承等子层识别，海陆产品、尺寸与交付周期分账。,材料与关键零部件,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国新增风电装机,120,GW,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,大型化与海上化会改变材料、工艺和验证要求，旧规格产能不可直接视为有效供给。,按叶片、铸锻、传动和轴承等子层识别，海陆产品、尺寸与交付周期分账。,材料与关键零部件,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-WIND-01,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-10,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,WIND,WND_TURBINE,海陆机型、平台功率、订单、交付和质保口径分账,整机,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国新增风电装机,120,GW,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,本批空桶候选均未获得直接整机主源，不能由风电项目或发电业务反推整机制造。,海陆机型、平台功率、订单、交付和质保口径分账；采购或使用风机不构成整机业务。,整机,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-WIND-01,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-11,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,WIND,WND_TOWER_CABLE_ENGINEERING,海陆项目、制造与施工、订单与收入确认分账,塔筒/海缆/工程配套,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国新增风电装机,120,GW,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,项目进度、海况、原材料与验收会影响交付，本批未找到可升级的增量企业。,海陆项目、制造与施工、订单与收入确认分账；通用工程资质不能替代风电直接业务。,塔筒/海缆/工程配套,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-WIND-01,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-12,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,WIND,WND_OPERATION_OM,项目阶段与海陆风分账，发电量和运维服务收入不互相替代。,项目运营与运维服务,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国风电发电量,1.13,万亿千瓦时,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,资源条件、限电、检修和电价机制变化会造成装机与发电表现背离。,项目阶段与海陆风分账，发电量和运维服务收入不互相替代。,项目运营与运维服务,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-WIND-02,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-13,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,NUCLEAR,NUC_OPERATOR,机组台数、装机、发电量与上网电量分别记录,运营商,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国投入商业运营核电机组,59,台,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,本批没有新的运营商合格余额；候选中的其他发电或设备业务不能升级为核电运营。,机组台数、装机、发电量与上网电量分别记录；不处理厂址安防、控制系统或敏感参数。,运营商,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-FILING-003816-2025,EVF-MKT-NUC-01,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-14,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,NUCLEAR,NUC_ENGINEERING_EPC,只保留公开项目阶段和公司角色，不记录关键基础设施敏感细节。,工程/EPC,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国运行核电机组,57,台,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,东方雨虹公开案例仅支持防水材料及施工服务，不能据此认定核电工程总承包。,只保留公开项目阶段和公司角色，不记录关键基础设施敏感细节。,工程/EPC,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-NUCLEAR-CEC-2024,EVF-MKT-NUC-2024,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-15,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,NUCLEAR,NUC_NI_CI_EQUIPMENT,只到公开产品类别和项目阶段，不处理非公开性能、布置、控制或脆弱性细节。,核岛/常规岛主设备,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国运行核电机组,57,台,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,冻结账本在该桶没有可处理候选，本批明确保留企业增量缺口。,只到公开产品类别和项目阶段，不处理非公开性能、布置、控制或脆弱性细节。,核岛/常规岛主设备,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-NUCLEAR-CEC-2024,EVF-MKT-NUC-2024,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
NEB2-ROUTE-16,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,NUCLEAR,NUC_COMPONENT_MATERIAL_ICT,按部件、材料、仪控、电气分层,核级部件/材料/仪控电气,PUBLIC_ROUTE_FRAMEWORK_NOT_PRODUCT_CERTIFICATION,COMMERCIAL_INDUSTRY_CONTEXT_ONLY_NOT_COMPANY_STAGE,全国运行核电机组,57,台,GAP_NOT_ESTABLISHED_AT_ROUTE_LEVEL,GAP_NOT_ESTABLISHED,GAP_NOT_COMPARABLY_EVIDENCED,10 个冻结候选均未形成直接核级业务主源，增量映射保持 HELD。,按部件、材料、仪控、电气分层；仅记录民用公开高层信息。,核级部件/材料/仪控电气,MAINLAND_CHINA,2026-08-06T20:27:54+08:00,S-MARKET-NUCLEAR-CEC-2024,EVF-MKT-NUC-2024,,行业需求/运营事实只作路线背景，不证明单一公司份额或盈利,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW