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| "company_id","company_name","content_state","confirmed_increment","remaining_high_value_gap","next_valid_trigger","formal_pool_effect","evidence_strength_effect"
| "COMPANY-e54d36c2453061d418337a32","Keyence","ROBOT_VISION_ARCHITECTURE_AND_CONTROLLER_ECOSYSTEM_DEEPENED_COMMERCIALS_OPEN","补入视觉引导架构、VS/CV-X能力、2D/3D应用和11家以上机器人控制器兼容生态","具名采购客户、型号、销量、ASP、寿命、份额、机器人收入与人形采用","客户案例、采购公告、分产品收入或第三方装机数据","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-e683496d977b7912ee8edbdc","Kollmorgen","AGV_AMR_FULL_PLATFORM_AND_NAMED_CASE_CONTEXT_DEEPENED_ECONOMICS_OPEN","补入NDC软硬件平台、全生命周期、多导航、100家以上伙伴和具名物流案例","分部收入、装车量、软件/硬件ASP、直接合同、续约率和人形相关性","Regal Rexnord分部披露、伙伴项目量、车型配置或采购文件","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-f2c8744b8e51e47ecbe6f5de","Kuebler","AGV_ENCODER_PRODUCT_MAPPING_AND_SAFETY_FEEDBACK_DEEPENED_ADOPTION_OPEN","补入AGV速度/转向/升降反馈、五类具体产品及FSoE SIL2/SIL3和SL1安全能力","客户、供货型号绑定、销量、ASP、寿命、失效率、收入和人形关节采用","客户BOM、安全认证清单、采购公告或产品经营数据","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-d7b30cd38561a765e007602d","Maxon","NAMED_HUMANOID_ACTUATION_INTEGRATION_DEEPENED_COMMERCIAL_SCALE_OPEN","补入WIRobotics战略合作、ALLEX手臂与灵巧手驱动集成、自由度和力学性能","采购金额/数量、料号、ASP、寿命、量产计划、扩展客户和机器人收入","WIRobotics采购/量产公告、maxon料号或分部经营披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
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