Cai
2026-08-02 59bc552091d44a71f312fd274c19d5b98bd667de
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"evidence_id","company_id","company_name","source_title","source_url","source_date","source_type","content_locator","fact_type","fact_text","value","unit","period","robot_chain_interpretation","evidence_boundary","status"
"N061-EV-001","COMPANY-a221891c7833f951e98385ff","Cognex","Cognex公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Cognex公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_AND_SEC_SOURCES","L4-L6;L12-L14","COMPANY_POSITION","Cognex被整理为全球工业机器视觉龙头,壁垒来自工业客户、算法软件、硬件平台和渠道。","4","moat_dimensions","current","是机器人视觉引导、检测和产线质量控制的重要平台参照。","工业视觉龙头地位不等于人形机器人专用供应商。","FROZEN_LOCAL_PROFILE_WITH_BOUNDARY"
"N061-EV-002","COMPANY-a221891c7833f951e98385ff","Cognex","Cognex公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Cognex公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_AND_SEC_SOURCES","L16-L23","PRODUCT_MATRIX","产品覆盖In-Sight视觉系统、DataMan读码器、VisionPro、3D视觉和深度学习视觉。","5","product_groups","current","硬件、软件和AI视觉形成完整工业视觉栈。","产品线不能证明机器人专属收入或具名客户。","FROZEN_LOCAL_PRODUCT_SUMMARY_WITH_BOUNDARY"
"N061-EV-003","COMPANY-a221891c7833f951e98385ff","Cognex","Cognex公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Cognex公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_AND_SEC_SOURCES","L21-L30","ROBOT_APPLICATIONS","机器人应用覆盖视觉引导、定位、检测、抓取、读码和质量控制,AI质检可提升软件价值。","6","robot_application_groups","current","主要受益于工业机器人、协作机器人和自动化产线视觉需求。","应用覆盖不等于已经进入特定机器人本体或形成专属收入。","APPLICATION_ONLY_PENDING_VERIFICATION"
"N061-EV-004","COMPANY-a221891c7833f951e98385ff","Cognex","Cognex公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Cognex公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_AND_SEC_SOURCES","L23;L45-L46","COMMERCIAL_GAP","机器人相关客户、收入、3D视觉/AI质检占比、ASP和寿命均未拆。","0","disclosed_robot_commercial_metrics","current","后续应从10-K分项与官方机器人案例补商业穿透。","不得将机器视觉总收入或工业周期表现等同机器人业务。","OPEN_CUSTOMER_REVENUE_PRODUCT_MIX_ASP_LIFETIME_GAP"
"N061-EV-005","COMPANY-a480f4523dbe16ac525ddb5f","Elmo Motion Control","Elmo Motion Control公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Elmo Motion Control公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L4-L6;L12-L14","COMPANY_POSITION","Elmo Motion Control是高性能超小型伺服驱动器代表,优势在高功率密度、多轴控制、低压伺服和紧凑关节驱动。","4","drive_capability_dimensions","current","可作为人形机器人关节驱动器的海外技术对标。","对标地位不等于进入Tesla、Figure或Agility等客户。","FROZEN_LOCAL_PROFILE_WITH_BOUNDARY"
"N061-EV-006","COMPANY-a480f4523dbe16ac525ddb5f","Elmo Motion Control","Elmo Motion Control公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Elmo Motion Control公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L16-L23","PRODUCT_MATRIX","产品覆盖Gold、Twitter、Platinum系列伺服驱动器、多轴控制器和运动控制软件。","5","product_groups_or_series","current","覆盖紧凑关节的驱动、控制和软件层。","产品系列不等于机器人专用型号均已量产采用。","FROZEN_LOCAL_PRODUCT_SUMMARY_WITH_BOUNDARY"
"N061-EV-007","COMPANY-a480f4523dbe16ac525ddb5f","Elmo Motion Control","Elmo Motion Control公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Elmo Motion Control公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L21-L23;L38-L40","ROBOT_APPLICATIONS","应用覆盖人形机器人关节、移动机器人、工业机器人、医疗和航天执行机构。","5","robot_application_groups","current","高功率密度、低延迟和安全控制适合高端紧凑执行系统。","高端适用性不能推断客户、订单或供货份额。","APPLICATION_ONLY_PENDING_VERIFICATION"
"N061-EV-008","COMPANY-a480f4523dbe16ac525ddb5f","Elmo Motion Control","Elmo Motion Control公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Elmo Motion Control公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L29-L31;L54-L55","COMMERCIAL_GAP","隶属Bosch Rexroth后单体收入利润未拆,具体人形客户、分型号出货、产能、ASP、寿命和交期均未披露。","0","disclosed_robot_commercial_metrics","current","后续优先补人形客户验证与低压高功率密度驱动器经济口径。","不得用Bosch体系或高端客户线索确认人形供货。","OPEN_FINANCIAL_CUSTOMER_OUTPUT_CAPACITY_ASP_LIFETIME_GAP"
"N061-EV-009","COMPANY-aeb2b44d9b9e6eb7ecd8ff7c","Faulhaber","Faulhaber公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Faulhaber公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L4-L6;L12-L14","COMPANY_POSITION","Faulhaber是欧洲高端微型驱动系统代表,特点是小型化、低噪音、高可靠和定制能力。","4","drive_capability_dimensions","current","适合灵巧手、医疗、仿生和精密机器人等小型执行场景。","高端技术形象不能推断人形量产客户或规模收入。","FROZEN_LOCAL_PROFILE_WITH_BOUNDARY"
"N061-EV-010","COMPANY-aeb2b44d9b9e6eb7ecd8ff7c","Faulhaber","Faulhaber公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Faulhaber公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L16-L23","PRODUCT_MATRIX","产品覆盖微型DC电机、无刷电机、步进电机、线性执行器、减速箱、编码器和控制器。","7","product_groups","current","可提供从电机到反馈和控制的微型驱动系统。","产品组合完整不等于在单一机器人项目中全套供货。","FROZEN_LOCAL_PRODUCT_SUMMARY_WITH_BOUNDARY"
"N061-EV-011","COMPANY-aeb2b44d9b9e6eb7ecd8ff7c","Faulhaber","Faulhaber公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Faulhaber公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L21-L23;L39-L40","ROBOT_APPLICATIONS","应用覆盖灵巧手、医疗机器人、仿生机器人、精密夹爪和小型移动机器人。","5","robot_application_groups","current","早期机器人样机可采用成熟海外微型驱动方案。","适用场景和样机逻辑不能写成客户定点或批量。","APPLICATION_ONLY_PENDING_VERIFICATION"
"N061-EV-012","COMPANY-aeb2b44d9b9e6eb7ecd8ff7c","Faulhaber","Faulhaber公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Faulhaber公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L29-L32;L53","COMMERCIAL_GAP","公司为私有体系,收入利润、机器人客户、供货量、产能、批量ASP和寿命均未披露。","0","disclosed_robot_commercial_metrics","current","后续优先验证灵巧手/人形客户和量产降本适配。","不得将医疗、实验室和工业客户广泛性等同人形供应。","OPEN_FINANCIAL_CUSTOMER_VOLUME_CAPACITY_ASP_LIFETIME_GAP"
"N061-EV-013","COMPANY-88ea746258eadc1ece9c9d85","GelSight","GelSight公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/GelSight公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L4-L6;L10","COMPANY_POSITION","GelSight是光学触觉和表面测量代表,机器人价值在高分辨率触觉、接触几何、缺陷检测和操作反馈。","4","tactile_value_dimensions","current","属于灵巧手触觉与机器人操作学习的技术型核心候选。","技术代表性不等于量产适配或商业规模。","FROZEN_LOCAL_PROFILE_WITH_BOUNDARY"
"N061-EV-014","COMPANY-88ea746258eadc1ece9c9d85","GelSight","GelSight公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/GelSight公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L12-L19","PRODUCT_MATRIX","产品包括GelSight Mobile、GelSight Mini、光学触觉传感器和表面检测系统。","4","product_groups","current","产品同时覆盖机器人触觉研发和工业表面检测。","产品存在不代表已嵌入量产灵巧手。","FROZEN_LOCAL_PRODUCT_SUMMARY_WITH_BOUNDARY"
"N061-EV-015","COMPANY-88ea746258eadc1ece9c9d85","GelSight","GelSight公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/GelSight公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L17-L27","ROBOT_APPLICATIONS","应用覆盖灵巧手触觉、抓取、表面缺陷检测、机器人操作学习和触觉数据采集。","5","robot_application_groups","current","高分辨率触觉可为精密操作和模型训练提供接触数据。","应用研究价值不能推断耐久性、成本或实时性达到量产要求。","APPLICATION_ONLY_PENDING_VERIFICATION"
"N061-EV-016","COMPANY-88ea746258eadc1ece9c9d85","GelSight","GelSight公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/GelSight公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_SUMMARIZING_OFFICIAL_SOURCES","L19;L40-L41","COMMERCIAL_GAP","公司为非上市企业,收入、机器人客户、供货量、ASP、寿命、交付周期及量产适配均未披露。","0","disclosed_robot_commercial_metrics","current","后续应优先补客户、价格、循环寿命、体积和实时性。","不得将高分辨率或工业检测能力直接写成灵巧手量产。","OPEN_FINANCIAL_CUSTOMER_VOLUME_ASP_LIFETIME_DELIVERY_GAP"