mbx/mb-project-info.git

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"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-002","2","688668.SH","鼎通科技","RAWCO-e1915b29165337d7516fc0b0","公司档案/鼎通科技公司信息梳理.md","cd1dac2fe00dc8dcc74250ea39563712d48fbd50165ecb182e8fa80abb87bb33","ana-data/cases/机器人案例/raw/existing_research/公司档案/鼎通科技公司信息梳理.md#L10-L12","SUPPLEMENT_REQUIRED","RESEARCH_ONLY","NONE","冻结档案只证明高速通信/汽车连接器能力具有机器人迁移可能，明确未见机器人客户、专用型号、供货量或收入；保留补资料入口，但当前不保留为有效相邻供应关系。","GAP-N033-DINGTONG-ROBOT-CUSTOMER-PRODUCT-001","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-006","6","300488.SZ","恒锋工具","RAWCO-599225bfb20eb9591c4cfe74","公司档案/恒锋工具公司信息梳理.md","cdb166ab08817555f3496927fd56de7cdf6e8fc8f4e49e3f00f4c89a27419e09","ana-data/cases/机器人案例/raw/existing_research/公司档案/恒锋工具公司信息梳理.md#L14-L16","RETAIN_ADJACENT_CANDIDATE","OFFICIAL_OR_COMPANY_SPECIFIC_LOCAL_SUPPORT","COMPANY_DISCLOSED_SCOPE_LIMITED","年报与投资者关系材料明确覆盖人形机器人关节RV/谐波减速器刀具、机器人丝锥及打样/小批量订单；定位仅限加工刀具和生产性服务，不外推为核心零部件主供。","NONE","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-008","8","300602.SZ","飞荣达","RAWCO-0eb90ca1fc84c7e6a2cd4e36","公司档案/飞荣达公司信息梳理.md","959e64bfbecc8d3a33b6e40285fee3de90519404a34886be3135e07df56fc28a","ana-data/cases/机器人案例/raw/existing_research/公司档案/飞荣达公司信息梳理.md#L10-L12","SUPPLEMENT_REQUIRED","RESEARCH_ONLY","NONE","冻结档案仅建立导热、EMI和散热结构能力向机器人计算平台/关节/电池迁移的逻辑，未披露机器人客户、专用材料、单机用量或收入，需补公司或客户侧资料。","GAP-N033-FEIRONGDA-ROBOT-MATERIAL-CUSTOMER-001","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-009","9","600885.SH","宏发股份","RAWCO-8f7d51aa7ed7b6f9a22f2322","公司档案/宏发股份公司信息梳理.md","78a58b377a8fa500d1b495cff55fefb92bbcf94c2121d443aacf718932607426","ana-data/cases/机器人案例/raw/existing_research/公司档案/宏发股份公司信息梳理.md#L10-L12","SUPPLEMENT_REQUIRED","RESEARCH_ONLY","NONE","继电器、接触器和低压保护器件与机器人配电需求相邻，但冻结资料没有机器人专用型号、客户、订单或收入；主题研报不能替代产品/客户证据。","GAP-N033-HONGFA-ROBOT-PROTECTION-CUSTOMER-001","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-010","10","688028.SH","沃尔德","RAWCO-5414cb0b59e2621afb613d2f","公司档案/沃尔德公司信息梳理.md","34f83ea06d7b3103c2c0626ea01bc8bd1c231adf65ea40514fb9dd1ffab17450","ana-data/cases/机器人案例/raw/existing_research/公司档案/沃尔德公司信息梳理.md#L12-L14","RETAIN_ADJACENT_CANDIDATE","OFFICIAL_OR_COMPANY_SPECIFIC_LOCAL_SUPPORT","COMPANY_DISCLOSED_SCOPE_LIMITED","年报在研项目和公开调研已形成丝杠旋铣刀具/PCBN刀片的产品与客户测试线索；只保留为丝杠加工耗材相邻候选，不解释为机器人丝杠或执行器供应商。","NONE","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-011","11","300438.SZ","鹏辉能源","RAWCO-938a3ce74fa6965773434226","公司档案/鹏辉能源公司信息梳理.md","2ce8b452a421cc56d3d22a3349f4b929c37e95c7f594db5a73b65b5b70756a1e","ana-data/cases/机器人案例/raw/existing_research/公司档案/鹏辉能源公司信息梳理.md#L10-L14","CONTINUE_EXCLUDED","NO_ROBOT_SPECIFIC_SUPPORT","NONE","冻结档案明确机器人端仅为小型电池与新型电池能力迁移观察，没有人形机器人客户、产品规格、供货量或收入；储能增长不能转换为机器人供应关系。","NONE","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-013","13","002520.SZ","日发精机","RAWCO-a122212a45b8f0954b88719e","公司档案/日发精机公司信息梳理.md","58b19c2874ad9b5456cd33d908cbdd3060007245ba21c9c148c9db24cfa85354","ana-data/cases/机器人案例/raw/existing_research/公司档案/日发精机公司信息梳理.md#L10-L14","RETAIN_ADJACENT_CANDIDATE","OFFICIAL_OR_COMPANY_SPECIFIC_LOCAL_SUPPORT","COMPANY_DISCLOSED_SCOPE_LIMITED","年报与IR明确具备行星滚柱丝杠高精螺纹磨削设备并披露客户合同/合作线索；仅保留为丝杠加工设备相邻候选，持续产能释放和机器人收入尚未确认。","NONE","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-014","14","605133.SH","嵘泰股份","RAWCO-ce15ca214206c5d88bf7cc69","公司档案/嵘泰股份公司信息梳理.md","36d47222a43972f5ea3d3370dd061825489c0c488675f084a617977111c1ed8f","ana-data/cases/机器人案例/raw/existing_research/公司档案/嵘泰股份公司信息梳理.md#L10-L14","RETAIN_ADJACENT_CANDIDATE","RESEARCH_ONLY","CANDIDATE_ONLY","冻结研报线索覆盖机器人结构件技术交流、丝杠合资平台与电机相邻布局，方向比纯材料迁移更具体；因缺公司/客户侧订单与收入，只保留研究候选。","NONE","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-015","15","300681.SZ","英搏尔","RAWCO-281b64714f07c410efacdfbf","公司档案/英搏尔公司信息梳理.md","34a8d1d81466aca6e0574c448e634714041775d43ee4495acf07a3c829606386","ana-data/cases/机器人案例/raw/existing_research/公司档案/英搏尔公司信息梳理.md#L15-L17","ESCALATE_CORE_CANDIDATE_PENDING_SEPARATE_REVIEW","OFFICIAL_OR_COMPANY_SPECIFIC_LOCAL_SUPPORT","COMPANY_DISCLOSED_SCOPE_LIMITED","2025年报明确关节模组产品研发及机器人适用范围，且与丰立智能形成电机/控制+减速器合作；足以进入核心候选单独审核，但客户、量产、ASP、寿命和收入仍缺。","GAP-N033-ENPOWER-JOINT-MODULE-CUSTOMER-VOLUME-001","DOWNGRADED_NOT_EXECUTION_CANDIDATE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-016","16","002886.SZ","沃特股份","RAWCO-2f9bb8e6e7b841d65358d69b","公司档案/沃特股份公司信息梳理.md","33881f7747edae7424137b74dc56ff8f89c6f205b385945a010e5128297678e0","ana-data/cases/机器人案例/raw/existing_research/公司档案/沃特股份公司信息梳理.md#L10-L14","RETAIN_ADJACENT_CANDIDATE","OFFICIAL_OR_COMPANY_SPECIFIC_LOCAL_SUPPORT","COMPANY_DISCLOSED_SCOPE_LIMITED","年报将特种高分子材料应用范围延伸至机器人，PAEK/PEEK及耐磨、绝缘、轻量化材料有产品边界；客户认可和批量供货主要为研报线索，故只保留相邻材料候选。","NONE","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-018","18","002475.SZ","立讯精密","RAWCO-5591198155bbacd9179f1b63","公司档案/立讯精密公司信息梳理.md","6f63613a5faf26d49e12c21fbb32e2fa7775349c8767b1b442813a6a32ea91e9","ana-data/cases/机器人案例/raw/existing_research/公司档案/立讯精密公司信息梳理.md#L14-L16","ESCALATE_CORE_CANDIDATE_PENDING_SEPARATE_REVIEW","OFFICIAL_OR_COMPANY_SPECIFIC_LOCAL_SUPPORT","COMPANY_DISCLOSED_SCOPE_LIMITED","年度报告已把具身智能灵巧手列入正式模组产品边界，平台制造与互连能力具备直接研究价值；客户、订单、出货、收入及荣耀代工线索仍需独立证据审核。","GAP-N033-LUXSHARE-DEXTEROUS-HAND-CUSTOMER-VOLUME-001","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-019","19","300684.SZ","中石科技","RAWCO-ee29d28414d8182a9dd36743","公司档案/中石科技公司信息梳理.md","d9a9527a78c213a80cbb6850f4312c2dc22a58979328bd3f4620127a4621557d","ana-data/cases/机器人案例/raw/existing_research/公司档案/中石科技公司信息梳理.md#L10-L12","CONTINUE_EXCLUDED","NO_ROBOT_SPECIFIC_SUPPORT","NONE","冻结档案仅说明热管理与EMI材料可随机器人电子系统迁移，明确未见机器人客户、专用材料、单机价值量或收入，现阶段继续排除出有效候选关系。","NONE","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"
"ANA-ROBOT-INDUSTRY-001","NEXT-ROBOT-033","N033-020","20","002126.SZ","银轮股份","RAWCO-35a0eb8570ab168031f2922e","公司档案/银轮股份公司信息梳理.md","29d7fb68f704caa6b61f010716d17e807a992ac4b36674c901136138da850350","ana-data/cases/机器人案例/raw/existing_research/公司档案/银轮股份公司信息梳理.md#L15-L17","ESCALATE_CORE_CANDIDATE_PENDING_SEPARATE_REVIEW","OFFICIAL_OR_COMPANY_SPECIFIC_LOCAL_SUPPORT","COMPANY_DISCLOSED_SCOPE_LIMITED","半年报披露具身智能1+4+N产品体系、第一代旋转/执行器模组和灵巧手合资平台，足以进入核心候选单独审核；客户、订单、量产、收入和模组强字段继续保留缺口。","GAP-N033-YINLUN-ROBOT-MODULE-CUSTOMER-VOLUME-001","NOT_IN_SECOND_BATCH_EXECUTION_FREEZE","DRAFT_OBSERVATION","PENDING_INDEPENDENT_EXECUTION_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE"