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| "evidence_id","company_id","company_name","source_title","source_url","source_date","source_type","content_locator","fact_type","fact_text","value","unit","period","robot_chain_interpretation","evidence_boundary","status"
| "N050HV-EV-001","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能2026年第一季度报告","https://static.cninfo.com.cn/finalpage/2026-04-23/1225153574.PDF","2026-04-23","交易所正式披露","P1-P3，主要财务数据及经营情况概述","LATEST_OPERATING_UPDATE","2026年一季度营业收入5.2539亿元，同比增长34.55%；研发费用6153.42万元，同比增长27.12%。公司称无框力矩电机等机器人相关业务继续快速增长，订单规模与客户覆盖度提升。","52539.27","万元营业收入","2026Q1","机器人业务延续增长，但季度报告没有单列机器人收入、订单金额或利润。","整体收入和研发费用不能全部归因于机器人业务；公司对机器人业务的增长描述不等于可复算的独立分部增长率。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-002","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能2025年度业绩说明会记录","https://static.cninfo.com.cn/finalpage/2026-04-28/1225238225.PDF","2026-04-28","交易所正式披露","P17、P20-P21，Q38/Q44-Q46","DELIVERY_ORDER_AND_CAPACITY_PROGRESS","公司披露2025年无框力矩电机交付超过12万台、同比增长20倍以上，行星及谐波关节模组和21自由度灵巧手实现批量供应，已获数十家主流机器人客户订单；同时正在建设年产200万台自动化生产能力。","120000","台以上无框力矩电机交付","2025","从产品研发推进到批量供应和客户订单阶段，产能建设用于支撑后续放量。","数十家订单未披露客户名单、订单金额和收入；200万台为在建产能，不是已实现产量或利用率，也不能据此认定主供或独供。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-003","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能2025年度业绩说明会记录","https://static.cninfo.com.cn/finalpage/2026-04-28/1225238225.PDF","2026-04-28","交易所正式披露","P20，Q45","DEXTEROUS_HAND_RAMP","公司称灵巧手过去半年多由月产几十只提升至月产数百只，进入批量产销爬坡阶段；公司提出2026年挑战1万至3万台的经营目标。","数百","只月产量（公司表述）","2026-04","灵巧手已出现爬坡迹象，可作为持续跟踪产量、客户和收入的高价值节点。","月产数百为公司交流口径，1万至3万台是经营目标而非已完成销量；不得将未来月产破千或数千表述为现实产能。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-004","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能向特定对象发行股票审核问询函回复","https://static.cninfo.com.cn/finalpage/2026-07-02/1225403564.PDF","2026-07-02","交易所正式披露","P66，已审议投资项目资金需求","ROBOT_LINE_INVESTMENT","公司子公司上海雷赛机器人拟投资6712万元建设机器人核心零部件产线，主要产品为高密度无框力矩电机和关节模组，项目已完成内部审批。","6712.00","万元拟投资","截至2026-03-31","给出机器人零部件产线的明确资本投入规模和产品范围。","拟投资及内部审批不等于工程已完工、产线已投产或产能已经形成；后续仍需跟踪建设进度与实际产出。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-005","COMPANY-94d33bdcbe999f76a2810a4b","柯力传感","柯力传感2025年度暨2026年第一季度业绩说明会公告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12362018&stockid=603662","2026-05-30","公司正式公告公开镜像","问题1、问题2","ROBOT_SENSOR_VOLUME_AND_CUSTOMER_SAMPLE","公司披露2025年机器人力学传感器销量超过1500只、送样客户超过70家，已由研发验证进入小批量生产向批量化供应过渡；AI理疗机器人和开普勒人形机器人相关产品均实现数百台批量出货。","1500","只以上机器人力学传感器销量","2025","六维力及其他机器人力学传感器已具备可量化出货和较广送样覆盖。","送样不等于定点或持续订单；数百台批量出货未拆分产品、收入、客户份额和盈利，不能推导主供或量产规模已经稳定。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-006","COMPANY-94d33bdcbe999f76a2810a4b","柯力传感","柯力传感2025年度暨2026年第一季度业绩说明会公告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12362018&stockid=603662","2026-05-30","公司正式公告公开镜像","问题6","CUSTOMER_CHAIN_BOUNDARY","公司表示部分传感器产品已通过下游客户间接进入小鹏供应链体系。","","","截至2026-05","形成一个可跟踪的下游终端链路线索。","原文是通过下游客户间接进入，不得改写为柯力传感与小鹏直接签约、直接供货、定点或核心供应商关系。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-007","COMPANY-94d33bdcbe999f76a2810a4b","柯力传感","柯力传感2025年度暨2026年第一季度业绩说明会公告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12362018&stockid=603662","2026-05-30","公司正式公告公开镜像","问题4、问题5及风险提示","CAPACITY_DISCLOSURE_GAP","公司称已具备相应生产准备与快速响应能力、产能持续提高，但未披露六维力传感器当前产能、2026年底产能或客户供货数量；客户信息及业绩情况以公告为准。","","","截至2026-05","确认业务处于规模化放量过渡期，同时把产能和客户转化率保留为后续核心缺口。","不得以生产准备或产能持续提高替代实际产能、产能利用率、良率、订单或收入数据。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-008","COMPANY-94d33bdcbe999f76a2810a4b","柯力传感","柯力传感2026年度提质增效重回报行动方案","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12209169&stockid=603662","2026-04-28","公司正式公告公开镜像","第一部分，2026年机器人传感器行动","ROBOT_SENSOR_CAPACITY_PLAN","公司计划2026年推动机器人传感器业务由送样向量产跨越，完成六维力/力矩、触觉传感器系列化设计，并投资建设机器人传感器专用车间。","","","2026计划","专用车间与产品系列化是后续验证规模化制造的明确观察节点。","行动方案属于未来计划，不代表专用车间已经建成、产品已量产或市场占有率目标已经实现。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-009","COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","拓普集团2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-24/1225026446.PDF","2026-03-24","交易所正式披露","P194，营业收入和营业成本分解","ROBOT_EXECUTOR_REVENUE_AND_MARGIN","2025年机器人执行器收入1359.12万元、成本975.17万元，按披露数据计算毛利约383.95万元、毛利率约28.25%。","1359.12","万元机器人执行器收入","2025","机器人执行器已形成可单列收入，但相对集团收入仍处早期规模。","该口径仅覆盖机器人执行器，不等于全部机器人部件业务；毛利率为按年报收入和成本计算值，不代表净利润或未来盈利水平。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-010","COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","拓普集团2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-24/1225026446.PDF","2026-03-24","交易所正式披露","P34，机器人产业化战略","ROBOT_PRODUCT_MATRIX","公司已设立机器人执行器事业部，布局直线执行器、旋转执行器、灵巧手、传感器、躯体结构件、足部减震器和电子柔性皮肤等产品。","7","类披露产品方向","2025","覆盖执行、感知、结构与末端等多个关键环节，具备平台化产品布局。","产品布局不等于每类产品均已量产、形成客户订单或收入；单机价值量和市场空间属于公司战略判断。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-011","COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","拓普集团2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-24/1225026446.PDF","2026-03-24","交易所正式披露","P35，2026年经营计划与产能布局","ROBOT_MASS_PRODUCTION_PLAN","公司计划根据客户需求迭代机器人电驱执行器并进入量产阶段；占地约150亩的机器人部件产业基地项目计划于2026年建成投产。","150","亩机器人部件产业基地","2026计划","给出产品量产与基地投产的明确年度跟踪节点。","这是经营计划，不是已完成投产、达产或订单兑现；需以实际建设进度、产能利用率、出货和收入复核。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-012","COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","拓普集团2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-24/1225026446.PDF","2026-03-24","交易所正式披露","P20，产销量与重大合同披露","ROBOT_DISCLOSURE_GAP","年报机器人执行器产销量表列示为不适用，报告期重大采购合同和重大销售合同履行情况亦为不适用。","","","2025","明确当前公开年报尚不能复算机器人执行器数量、重大合同或客户集中度。","不适用不等于没有普通订单或没有生产，仅表示年报相应表格未提供可用于确认产销量及重大合同的数据。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-013","COMPANY-141dcd01441d8c955f6a9a8f","埃斯顿","埃斯顿2025年度报告投资者交流记录","https://static.cninfo.com.cn/finalpage/2026-04-10/1225096830.PDF","2026-04-10","交易所正式披露","P3，2025年年度报告解读","INDUSTRIAL_ROBOT_GROWTH","公司披露2025年营业收入48.88亿元，同比增长21.93%；埃斯顿品牌机器人收入同比增长近50%，工业机器人在汽车、电子、锂电等应用领域增长。","50","%附近的埃斯顿品牌机器人收入同比增幅","2025","工业机器人主业增长快于公司整体收入，且应用行业扩展。","品牌机器人收入增幅未披露对应绝对收入；不能与包含智能制造系统的分部收入直接等同，也不能外推为人形机器人业务。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-014","COMPANY-141dcd01441d8c955f6a9a8f","埃斯顿","埃斯顿2025年度报告投资者交流记录","https://static.cninfo.com.cn/finalpage/2026-04-10/1225096830.PDF","2026-04-10","交易所正式披露","P4，问答1","DOWNSTREAM_DEMAND","公司称工业机器人在汽车及零部件、电子、锂电和储能等重点领域渗透加快，锂电与储能头部企业投资扩产带动行业订单需求提升。","","","2026-04","下游需求来源覆盖焊接、搬运、装配等制造环节，订单弹性与行业资本开支相关。","行业订单需求提升不等于埃斯顿已取得特定客户订单金额；未披露客户名单和订单份额。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-015","COMPANY-141dcd01441d8c955f6a9a8f","埃斯顿","埃斯顿2025年度报告投资者交流记录","https://static.cninfo.com.cn/finalpage/2026-04-10/1225096830.PDF","2026-04-10","交易所正式披露","P4-P5，问答2","AI_ROBOT_STACK","公司2026年推出iER系列智能工业机器人，规划由具身智能基础技术、AI核心组件、工业级大模型与深度学习框架，到E-Noesis工业云、iER.Sim仿真软件、iER.OS与RoboBase平台，再到焊接、打磨、柔性装配、装卸、涂装及非结构化场景方案的全栈技术链。","","","2026产品规划","定位从机器人本体延伸到仿真、操作系统、云平台与工艺应用，重点仍在工业场景。","产品和平台发布不代表各垂直方案均已形成规模收入、客户验收或稳定利润；具身智能定位不能直接等同通用人形机器人量产。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV-EV-016","COMPANY-141dcd01441d8c955f6a9a8f","埃斯顿","埃斯顿2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12045910&stockid=002747","2026-03-30","公司年度报告公开镜像","主要子公司财务信息，埃斯顿机器人","ROBOT_SUBSIDIARY_FINANCIALS","主要子公司埃斯顿机器人2025年营业收入约21.60亿元、净利润约1.82亿元。","216000","万元左右子公司营业收入","2025","为工业机器人经营实体提供了比上市公司合并口径更聚焦的财务观察。","这是子公司口径，不等于上市公司工业机器人及智能制造系统分部收入，也不能拆分到人形机器人、单一产品或单一客户。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
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