Cai
2026-08-02 59bc552091d44a71f312fd274c19d5b98bd667de
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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-d387f3403ec78a0a4cc90e1f","江苏雷利-鼎智科技","ROBOT_REVENUE_AND_NAMED_ORDER_RELATIONSHIPS_CONFIRMED_PRODUCT_ECONOMICS_OPEN","2466万元机器人零部件收入、157.62%增长、蔚蓝关节模组放量和智元稳定订单供应得到年报支持","分产品收入毛利、客户采购量金额、ASP、寿命、良率和机器人专线产能未披露","客户采购公告或公司披露分产品收入、批量出货和产能利用率","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-ce6bc5bb0a43dadc5a50d89f","鸣志电器","HOLLOW_CUP_SCALE_UP_AND_GLOBAL_MOTION_PLATFORM_CONFIRMED_ROBOT_CUSTOMERS_OPEN","步进系统全球前三和2亿美元规模、空心杯连续两年增长40%以上及越南产能建设得到年报支持","机器人绝对收入、具名客户、订单、出货、ASP、寿命和产能利用率未披露","具名机器人客户采购、越南产线投产或机器人应用收入拆分","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-5139a34c968308b7b34b9b36","伟创电气","ROBOT_PRODUCT_MATRIX_AND_RND_VALIDATION_CONFIRMED_COMMERCIALIZATION_OPEN","完整机器人执行端产品矩阵、4500万元机器人项目及部分空心杯齿轮箱低压伺服试产得到年报支持","具名客户、定点、批量订单、机器人收入毛利和实际出货未披露","开发验证转客户定点、批量生产或机器人分项经营数据披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-6fa2c811e179cadae3662056","中大力德","PRECISION_REDUCER_AND_INTELLIGENT_ACTUATION_SCALE_CONFIRMED_ROBOT_SPLIT_OPEN","精密减速器2.52亿元和智能执行单元3.92亿元收入及毛利得到正式年报支持","机器人客户、订单、产销量、产能利用率、ASP和机器人收入拆分未披露","客户侧采购、公司IR或分应用产销和收入披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"