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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-e6b25f372328cceeeb9b5e80","汉威科技-苏州能斯达","SMALL_BATCH_SUPPLY_AND_MULTI_SENSOR_MATRIX_CONFIRMED_FINANCIAL_SPLIT_OPEN","电子皮肤和触觉传感器小批量供货、柔性产线建设、力敏应变片送样和IMU合作对接得到正式披露支持","具名客户、供货量、订单金额、投产时间、产能利用率和机器人业务收入利润未披露","公司披露具名客户、批量订单、产线投产或机器人感知业务分部经营数据","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-f2fe1c39393957c4aafdcae3","福莱新材","BATCH_DELIVERY_AND_SCALE_UP_CONFIRMED_CUSTOMER_ECONOMICS_OPEN","小批量和批量订单交付、千套交付、第三代产品量产准备及万套级规划产能得到正式IR支持","具名客户、逐单数量金额、实际产能利用率、复购和机器人业务收入利润未披露","具名客户公告、正式产线投产、实际产量销量或分部经营数据披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-11d1fb9f575b222fe9e399fe","灵心巧手","CUMULATIVE_DELIVERY_AND_FACTORY_RAMP_CONFIRMED_AUDITED_ECONOMICS_OPEN","地方政府来源支持累计交付超万套、年产3万套工厂试投产和2026年5万至10万计划；上市公司公告支持5000万元潜在上游采购方向","缺审计财务、逐客户出货、订单覆盖率、实际产能利用率和计划兑现情况","经审计财务、主要客户披露、工厂达产或2026年度实际交付披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-0916da0a79cee8dfbdc4d409","因时机器人","LARGE_VOLUME_DELIVERY_AND_NAMED_CUSTOMER_PROCUREMENT_CONFIRMED_OWN_FINANCIALS_OPEN","公司官网支持2025年销量超万台；宇树披露具名采购数量金额及系统集成下游去向；高校采购结果提供独立成交样本","因时自身经审计收入利润、完整客户集中度、统一ASP、产能和库存未披露","因时正式财务披露、更多客户采购公告、实际产能或标准化价格体系披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
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