mbx/mb-project-info.git

source_id,research_relevance,content_use,primary_subindustries,title,publisher,publication_date,pages,raw_path,evidence_boundary,quality_notes
SRC-PANDA-SEMI-0001,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,半导体设备;半导体材料;关键零部件与厂务,光刻机国产化迫在眉睫，关注产业链投资机会,山西证券,2025-05-22,29,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0001/SRC-PANDA-SEMI-0001.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0002,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,◼ 事件：公司发布 2025 年年度报告及 2026 年一季度报告。,东吴证券,2025-10-03,3,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0002/SRC-PANDA-SEMI-0002.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0003,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,⚫ 股权激励计划覆盖范围较广，为公司中长期发展保驾护航。本次激励计划股票来源,东方证券,2026-04-03,4,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0003/SRC-PANDA-SEMI-0003.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0004,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,芯片设计;数字计算与逻辑芯片,壁仞科技：国产通用GPU领军，全国产体系的践行者——国产GPU系列专题,兴业证券,2026-06-28,15,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0004/SRC-PANDA-SEMI-0004.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0005,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,【兴证计算机】景气渐暖，AI 领航—计,兴业证券,2026-06-07,20,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0005/SRC-PANDA-SEMI-0005.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0006,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,2.1. Agent 在产业链的下游，直接触达用户 .................................................. 8,国泰海通,2026-07-08,23,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0006/SRC-PANDA-SEMI-0006.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0007,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,券商单季度业绩有望创新高，高股息修复进行时（非银金融工作簿）,国泰海通证券,2026-07-05,,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0007/SRC-PANDA-SEMI-0007.xlsx,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,"22 sheets/254321 cells/22 chart XML; workbook is non-bank financial research, not semiconductor; standard parser chart-category error, OOXML cell extraction succeeded"
SRC-PANDA-SEMI-0008,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,半导体设备;存储芯片;数字计算与逻辑芯片,云栖催化AI，国产光刻机迎新突破,华西证券,UNKNOWN,29,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0008/SRC-PANDA-SEMI-0008.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0009,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,半导体设备;存储芯片;封装测试,存储扩产周期开启，半导体设备需求上行,国金证券,UNKNOWN,24,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0009/SRC-PANDA-SEMI-0009.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0010,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,芯片设计;数字计算与逻辑芯片,瑞芯微：SoC+协处理器双轨并行，端侧大模型打开成长空间,中银证券,UNKNOWN,4,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0010/SRC-PANDA-SEMI-0010.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0011,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,数字计算与逻辑芯片;芯片设计,超节点加速落地，AI算力进入系统级竞争,中银证券,UNKNOWN,10,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0011/SRC-PANDA-SEMI-0011.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0012,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,传感器_MEMS与光电;半导体设备,光通信测试设备：追光逐速，AI光互联浪潮下的测试革命,广发证券,2026-07-13,38,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0012/SRC-PANDA-SEMI-0012.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0013,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,tangxx@guosen.com.cn yushan1@guosen.com.cn,国信证券,2026-04-03,9,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0013/SRC-PANDA-SEMI-0013.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0014,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,事件：公司发布 2025 年年报和 2026 年一季报，2025 年公司实现营业收入 9.5,招商证券,2024-12-09,6,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0014/SRC-PANDA-SEMI-0014.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0015,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,公司 报告 | 首次覆盖报告,天风证券,2020-10-03,22,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0015/SRC-PANDA-SEMI-0015.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0016,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,芯片设计;数字计算与逻辑芯片,瑞芯微：26Q1利润创同期新高，高端化布局打开长期成长空间,中泰证券,2025-09-08,4,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0016/SRC-PANDA-SEMI-0016.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0017,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,射频与连接芯片;芯片设计,盛科通信：国产交换芯片龙头，Scale-up打开成长空间,天风证券,2024-03-11,19,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0017/SRC-PANDA-SEMI-0017.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0018,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,提升，AI 负载的动态冲击幅度与频率显著放大，单位超容配置有望持续提升。产业链层面，海,长江证券,2026-07-08,20,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0018/SRC-PANDA-SEMI-0018.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0019,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,半导体设备;半导体材料;关键零部件与厂务,光刻机投资图谱,天风证券,2025-09-28,67,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0019/SRC-PANDA-SEMI-0019.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,derived text replaced invalid Unicode surrogate; raw PDF unchanged
SRC-PANDA-SEMI-0020,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,晶圆制造;关键零部件与厂务,半导体物流：从高价值货运迈向全链路保障,华创证券,2026-06-19,29,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0020/SRC-PANDA-SEMI-0020.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0021,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,, 在当前股本下，结合公司定期报告，考虑公司产能稳健扩张，盈利能力,中银证券,2025-11-07,5,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0021/SRC-PANDA-SEMI-0021.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0022,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,人、AGV 等多类机型及灵巧手、关节、底盘、激光雷达等关键运动控,国泰海通,2026-05-13,8,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0022/SRC-PANDA-SEMI-0022.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0023,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,射频与连接芯片;传感器_MEMS与光电;数字计算与逻辑芯片,迈向硅基新时代——通信行业2026年度中期投资策略,长江证券,2026-07-07,28,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0023/SRC-PANDA-SEMI-0023.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0024,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,半导体设备;关键零部件与厂务;半导体材料,半导体基石系列之四：工业明珠灿若星河，光刻机国产化行则将至,长江证券,2025-06-19,33,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0024/SRC-PANDA-SEMI-0024.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0025,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,级趋势。端侧 AI 深度渗透标志着消费电子产品从“工具属性”向“智能体属,华创证券,2026-03-26,29,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0025/SRC-PANDA-SEMI-0025.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0026,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,与先进封装重塑价值，国产测试设备步入替代加,华创证券,2026-04-03,36,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0026/SRC-PANDA-SEMI-0026.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0027,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,半导体设备;半导体材料;关键零部件与厂务,光刻机：半导体设备价值之冠，国产替代迎来奇点时刻,华创证券,2025-08-25,37,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0027/SRC-PANDA-SEMI-0027.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0028,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,传媒行业深度报告,东吴证券,2026-05-03,19,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0028/SRC-PANDA-SEMI-0028.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0029,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,数字计算与逻辑芯片;芯片设计,人工智能行业专题：北美科技巨头Capex空间测算及ROI回报拆解,国信证券,2026-07-15,46,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0029/SRC-PANDA-SEMI-0029.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0030,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,芯片设计;数字计算与逻辑芯片;射频与连接芯片,ASIC芯片崛起：云厂、芯片设计及光互连投资机遇,国信证券,2026-06-24,47,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0030/SRC-PANDA-SEMI-0030.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0031,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,[Table_Summary]顺周期策略的核心是寻找业绩的改善方向。当前机械行业整体业绩处于改善通道，出口、更新,待识别,2026-07-09,38,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0031/SRC-PANDA-SEMI-0031.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0032,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,传感器_MEMS与光电;半导体设备,光模块测试仪器：光模块量产卖铲人，受益行业通胀、供需缺口与国产替代,东吴证券,2026-06-25,42,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0032/SRC-PANDA-SEMI-0032.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0033,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,《北京市社区服务机器人应用实践深度解析报告》,待识别,UNKNOWN,33,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0033/SRC-PANDA-SEMI-0033.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0034,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,芯片设计;数字计算与逻辑芯片,RK182X：AIoT 2.0重塑智能硬件,公司演示资料/发布者待核验,UNKNOWN,28,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0034/SRC-PANDA-SEMI-0034.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0035,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,数字计算与逻辑芯片;芯片设计;射频与连接芯片,超节点系列三：阿里超节点，全栈AI布局，自研AL128、UPN512补全AI基础设施,东吴证券,2026-05-24,20,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0035/SRC-PANDA-SEMI-0035.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0036,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,具燃料供给丰富、 零碳排放、 固有安全性的终极能源方案， 正从基础科研周期迈入,待识别,2026-06-29,27,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0036/SRC-PANDA-SEMI-0036.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0037,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,半导体设备;关键零部件与厂务;半导体材料,光刻机行业深度（一）：核心部件篇，曙光已现,国海证券,2025-07-06,67,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0037/SRC-PANDA-SEMI-0037.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,derived text replaced invalid Unicode surrogate; raw PDF unchanged
SRC-PANDA-SEMI-0038,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,模型输入还包括力等其他传感器采集数据， 输出的主要为物理载体控制信号，智,开源证券,2026-06-21,25,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0038/SRC-PANDA-SEMI-0038.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0039,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,慧博智能投研-商业航天火箭行业深度：发展现状、驱动因素、降本路径、产业链及相关公司深度梳理-0706,待识别,UNKNOWN,27,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0039/SRC-PANDA-SEMI-0039.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0040,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,慧博智能投研-AIDC行业深度：市场分析、竞争格局、创新方案、产业链及相关公司深度梳理-0629,待识别,UNKNOWN,30,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0040/SRC-PANDA-SEMI-0040.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0041,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,慧博智能投研-液冷行业深度：市场机遇、未来发展前瞻、产业链及相关公司深度梳理-260703,待识别,UNKNOWN,35,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0041/SRC-PANDA-SEMI-0041.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0042,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,2026 年中期人形机器人行业投资策略报告,待识别,2026-01-05,32,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0042/SRC-PANDA-SEMI-0042.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0043,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,半导体设备;封装测试;晶圆制造,机械行业2026年中期策略：AI基建重塑制造业，产业变革带来设备机遇,民生证券,2026-07-03,47,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0043/SRC-PANDA-SEMI-0043.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0044,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,生态优势：高校及科研机构是宇树人形机器人第一大应用领域，2023/2024/2025年前三季，宇树科研教育领域收入分别为0.03/0.9/4.4亿元，,待识别,2026-07-10,47,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0044/SRC-PANDA-SEMI-0044.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0045,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,射频与连接芯片;芯片设计,盛科通信：国产交换芯片龙头，受益以太网走向Scale-up,国海证券,2026-05-17,41,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0045/SRC-PANDA-SEMI-0045.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0046,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,半导体设备;封装测试,机械设备行业2026年中期策略：AI算力、PCB设备与高端制造,申万宏源,2026-07-07,51,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0046/SRC-PANDA-SEMI-0046.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0047,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,数字计算与逻辑芯片;芯片设计,超节点：中科曙光十万卡集群落成，Atlas 950真机国内发布在即,国盛证券,2026-06-29,10,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0047/SRC-PANDA-SEMI-0047.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0048,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,❖ 公司 2001 年以汽车电机、清洗零部件起家，逐步开拓 ADAS 清洗、,财通证券,2026-03-28,22,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0048/SRC-PANDA-SEMI-0048.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0049,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,射频与连接芯片;传感器_MEMS与光电;数字计算与逻辑芯片,智算星途，光华灼灼——2026年中期通信行业投资策略,万联证券,UNKNOWN,35,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0049/SRC-PANDA-SEMI-0049.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0050,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,报告日期： 2026-06-11,华安证券,2026-06-11,4,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0050/SRC-PANDA-SEMI-0050.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0051,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,拟在泰国建设谐波产能，机器人进展进一步,东吴证券,2026-04-28,3,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0051/SRC-PANDA-SEMI-0051.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0052,CORE_SEMICONDUCTOR,USED_FOR_SUBINDUSTRY_AND_COMPANY_CONTENT_ENRICHMENT,数字计算与逻辑芯片;芯片设计,AI时代浪潮势不可挡——AIDC、电网、人形机器人与工控2026年半年度策略,东吴证券,2026-07-13,74,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0052/SRC-PANDA-SEMI-0052.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0053,ADJACENT_DEMAND_CHAIN,DARKLINE_DEMAND_CONTEXT_ONLY,下游需求/邻接产业，不直接写入半导体公司事实,（1）数采设备：包含机器人整机、UMI和ego整机设备，姿态感知IMU、灵巧手、触觉传感器、相机（2D+3D）、VR眼,国金证券,UNKNOWN,38,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0053/SRC-PANDA-SEMI-0053.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0054,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,公司点评报告 | 电力设备,兴业证券,2025-09-12,3,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0054/SRC-PANDA-SEMI-0054.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,
SRC-PANDA-SEMI-0055,OUT_OF_SCOPE_OR_WEAK_RELEVANCE,ARCHIVED_NOT_USED_IN_SEMICONDUCTOR_CONTENT,,1. 模塑科技主营业务聚焦于汽车保险杠等汽车外饰系统及轻量化零部件的研发、生产和销售。公司客户优势明显，核心客户覆盖全球豪华品牌与新能源车企，包括宝马、北,兴业证券,2026-06-17,33,ana-data/cases/半导体案例/raw/research_reports/panda_finance/SRC-PANDA-SEMI-0055/SRC-PANDA-SEMI-0055.pdf,BROKER_REPORT_SECONDARY_SOURCE;PRIMARY_VERIFICATION_REQUIRED_FOR_STRONG_COMPANY_FACTS,