mbx/mb-project-info.git

catalyst_risk_id,task_id,case_id,batch_id,run_id,object_id,track_code,event_or_risk_type,source_as_of,statement_type,trigger_condition,transmission_path,affected_metric_or_object,time_window,risk_statement,observable_indicator,alternative_explanation,invalidation_condition,current_status,source_doc_id,evidence_fact_id,schema_version,review_status
B004-RISK-17-01,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,STO_CELL_DC_SYSTEM,STORAGE,RISK,2026-08-13T23:59:59+08:00,INFERENCE,后续同口径官方统计或法定披露与当前角色/阶段不一致,行业与项目变化 -> 储能电芯与直流侧系统需求或兑现,STO_CELL_DC_SYSTEM,AFTER_SOURCE_CUTOFF_MONITORING,行业总量、政策方向或项目推进不等于公司订单、收入或利润；口径与阶段错配会造成误判。,同地域同期间官方统计、法定披露、项目阶段与交付/收入,库存、价格、招标节奏、会计确认或结构变化,主源证明角色退出、阶段回退或统计口径不可比,OPEN_MONITORING_NOT_PREDICTION,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-17-02,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,STO_CELL_DC_SYSTEM,STORAGE,CATALYST,2026-08-13T23:59:59+08:00,CONDITIONAL_INFERENCE,同口径项目投运、调用、订单交付或设备更新由主源确认,可验证需求 -> 储能电芯与直流侧系统产品/服务采用 -> 经营兑现待核,STO_CELL_DC_SYSTEM,AFTER_SOURCE_CUTOFF_MONITORING,只有项目/产品采用与公司披露闭合后才能提高结论强度。,官方项目状态与公司年报/公告的订单、交付、收入,政策目标或行业增长未传导至样本公司,仅存在规划、采购、自用、相邻供应或泛主题描述,CONDITIONAL_NOT_FORECAST,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-18-01,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,STO_PCS_EMS_CONTROL,STORAGE,RISK,2026-08-13T23:59:59+08:00,INFERENCE,后续同口径官方统计或法定披露与当前角色/阶段不一致,行业与项目变化 -> 储能变流器与能量管理需求或兑现,STO_PCS_EMS_CONTROL,AFTER_SOURCE_CUTOFF_MONITORING,行业总量、政策方向或项目推进不等于公司订单、收入或利润；口径与阶段错配会造成误判。,同地域同期间官方统计、法定披露、项目阶段与交付/收入,库存、价格、招标节奏、会计确认或结构变化,主源证明角色退出、阶段回退或统计口径不可比,OPEN_MONITORING_NOT_PREDICTION,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-18-02,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,STO_PCS_EMS_CONTROL,STORAGE,CATALYST,2026-08-13T23:59:59+08:00,CONDITIONAL_INFERENCE,同口径项目投运、调用、订单交付或设备更新由主源确认,可验证需求 -> 储能变流器与能量管理产品/服务采用 -> 经营兑现待核,STO_PCS_EMS_CONTROL,AFTER_SOURCE_CUTOFF_MONITORING,只有项目/产品采用与公司披露闭合后才能提高结论强度。,官方项目状态与公司年报/公告的订单、交付、收入,政策目标或行业增长未传导至样本公司,仅存在规划、采购、自用、相邻供应或泛主题描述,CONDITIONAL_NOT_FORECAST,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-19-01,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,STO_INTEGRATION_THERMAL_SAFETY,STORAGE,RISK,2026-08-13T23:59:59+08:00,INFERENCE,后续同口径官方统计或法定披露与当前角色/阶段不一致,行业与项目变化 -> 储能系统集成与热消防安全需求或兑现,STO_INTEGRATION_THERMAL_SAFETY,AFTER_SOURCE_CUTOFF_MONITORING,行业总量、政策方向或项目推进不等于公司订单、收入或利润；口径与阶段错配会造成误判。,同地域同期间官方统计、法定披露、项目阶段与交付/收入,库存、价格、招标节奏、会计确认或结构变化,主源证明角色退出、阶段回退或统计口径不可比,OPEN_MONITORING_NOT_PREDICTION,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-19-02,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,STO_INTEGRATION_THERMAL_SAFETY,STORAGE,CATALYST,2026-08-13T23:59:59+08:00,CONDITIONAL_INFERENCE,同口径项目投运、调用、订单交付或设备更新由主源确认,可验证需求 -> 储能系统集成与热消防安全产品/服务采用 -> 经营兑现待核,STO_INTEGRATION_THERMAL_SAFETY,AFTER_SOURCE_CUTOFF_MONITORING,只有项目/产品采用与公司披露闭合后才能提高结论强度。,官方项目状态与公司年报/公告的订单、交付、收入,政策目标或行业增长未传导至样本公司,仅存在规划、采购、自用、相邻供应或泛主题描述,CONDITIONAL_NOT_FORECAST,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-20-01,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,STO_PROJECT_OPERATION_MARKET,STORAGE,RISK,2026-08-13T23:59:59+08:00,INFERENCE,后续同口径官方统计或法定披露与当前角色/阶段不一致,行业与项目变化 -> 储能电站建设运营与市场机制需求或兑现,STO_PROJECT_OPERATION_MARKET,AFTER_SOURCE_CUTOFF_MONITORING,行业总量、政策方向或项目推进不等于公司订单、收入或利润；口径与阶段错配会造成误判。,同地域同期间官方统计、法定披露、项目阶段与交付/收入,库存、价格、招标节奏、会计确认或结构变化,主源证明角色退出、阶段回退或统计口径不可比,OPEN_MONITORING_NOT_PREDICTION,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-20-02,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,STO_PROJECT_OPERATION_MARKET,STORAGE,CATALYST,2026-08-13T23:59:59+08:00,CONDITIONAL_INFERENCE,同口径项目投运、调用、订单交付或设备更新由主源确认,可验证需求 -> 储能电站建设运营与市场机制产品/服务采用 -> 经营兑现待核,STO_PROJECT_OPERATION_MARKET,AFTER_SOURCE_CUTOFF_MONITORING,只有项目/产品采用与公司披露闭合后才能提高结论强度。,官方项目状态与公司年报/公告的订单、交付、收入,政策目标或行业增长未传导至样本公司,仅存在规划、采购、自用、相邻供应或泛主题描述,CONDITIONAL_NOT_FORECAST,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-21-01,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,PWR_PRIMARY_EQUIPMENT,POWER_SYSTEM,RISK,2026-08-13T23:59:59+08:00,INFERENCE,后续同口径官方统计或法定披露与当前角色/阶段不一致,行业与项目变化 -> 输变配电一次设备需求或兑现,PWR_PRIMARY_EQUIPMENT,AFTER_SOURCE_CUTOFF_MONITORING,行业总量、政策方向或项目推进不等于公司订单、收入或利润；口径与阶段错配会造成误判。,同地域同期间官方统计、法定披露、项目阶段与交付/收入,库存、价格、招标节奏、会计确认或结构变化,主源证明角色退出、阶段回退或统计口径不可比,OPEN_MONITORING_NOT_PREDICTION,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-21-02,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,PWR_PRIMARY_EQUIPMENT,POWER_SYSTEM,CATALYST,2026-08-13T23:59:59+08:00,CONDITIONAL_INFERENCE,同口径项目投运、调用、订单交付或设备更新由主源确认,可验证需求 -> 输变配电一次设备产品/服务采用 -> 经营兑现待核,PWR_PRIMARY_EQUIPMENT,AFTER_SOURCE_CUTOFF_MONITORING,只有项目/产品采用与公司披露闭合后才能提高结论强度。,官方项目状态与公司年报/公告的订单、交付、收入,政策目标或行业增长未传导至样本公司,仅存在规划、采购、自用、相邻供应或泛主题描述,CONDITIONAL_NOT_FORECAST,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-22-01,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,PWR_SECONDARY_AUTOMATION,POWER_SYSTEM,RISK,2026-08-13T23:59:59+08:00,INFERENCE,后续同口径官方统计或法定披露与当前角色/阶段不一致,行业与项目变化 -> 二次设备与保护自动化需求或兑现,PWR_SECONDARY_AUTOMATION,AFTER_SOURCE_CUTOFF_MONITORING,行业总量、政策方向或项目推进不等于公司订单、收入或利润；口径与阶段错配会造成误判。,同地域同期间官方统计、法定披露、项目阶段与交付/收入,库存、价格、招标节奏、会计确认或结构变化,主源证明角色退出、阶段回退或统计口径不可比,OPEN_MONITORING_NOT_PREDICTION,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-22-02,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,PWR_SECONDARY_AUTOMATION,POWER_SYSTEM,CATALYST,2026-08-13T23:59:59+08:00,CONDITIONAL_INFERENCE,同口径项目投运、调用、订单交付或设备更新由主源确认,可验证需求 -> 二次设备与保护自动化产品/服务采用 -> 经营兑现待核,PWR_SECONDARY_AUTOMATION,AFTER_SOURCE_CUTOFF_MONITORING,只有项目/产品采用与公司披露闭合后才能提高结论强度。,官方项目状态与公司年报/公告的订单、交付、收入,政策目标或行业增长未传导至样本公司,仅存在规划、采购、自用、相邻供应或泛主题描述,CONDITIONAL_NOT_FORECAST,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-23-01,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,PWR_POWER_ELECTRONICS_FLEX_DC,POWER_SYSTEM,RISK,2026-08-13T23:59:59+08:00,INFERENCE,后续同口径官方统计或法定披露与当前角色/阶段不一致,行业与项目变化 -> 电力电子与柔性直流需求或兑现,PWR_POWER_ELECTRONICS_FLEX_DC,AFTER_SOURCE_CUTOFF_MONITORING,行业总量、政策方向或项目推进不等于公司订单、收入或利润；口径与阶段错配会造成误判。,同地域同期间官方统计、法定披露、项目阶段与交付/收入,库存、价格、招标节奏、会计确认或结构变化,主源证明角色退出、阶段回退或统计口径不可比,OPEN_MONITORING_NOT_PREDICTION,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-23-02,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,PWR_POWER_ELECTRONICS_FLEX_DC,POWER_SYSTEM,CATALYST,2026-08-13T23:59:59+08:00,CONDITIONAL_INFERENCE,同口径项目投运、调用、订单交付或设备更新由主源确认,可验证需求 -> 电力电子与柔性直流产品/服务采用 -> 经营兑现待核,PWR_POWER_ELECTRONICS_FLEX_DC,AFTER_SOURCE_CUTOFF_MONITORING,只有项目/产品采用与公司披露闭合后才能提高结论强度。,官方项目状态与公司年报/公告的订单、交付、收入,政策目标或行业增长未传导至样本公司,仅存在规划、采购、自用、相邻供应或泛主题描述,CONDITIONAL_NOT_FORECAST,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-24-01,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,PWR_DISTRIBUTION_DIGITAL_MICROGRID,POWER_SYSTEM,RISK,2026-08-13T23:59:59+08:00,INFERENCE,后续同口径官方统计或法定披露与当前角色/阶段不一致,行业与项目变化 -> 智能配电网与微网数字化需求或兑现,PWR_DISTRIBUTION_DIGITAL_MICROGRID,AFTER_SOURCE_CUTOFF_MONITORING,行业总量、政策方向或项目推进不等于公司订单、收入或利润；口径与阶段错配会造成误判。,同地域同期间官方统计、法定披露、项目阶段与交付/收入,库存、价格、招标节奏、会计确认或结构变化,主源证明角色退出、阶段回退或统计口径不可比,OPEN_MONITORING_NOT_PREDICTION,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW
B004-RISK-24-02,TASK-NEWENERGY-POWER-EQUIPMENT-STORAGE-CONTENT-SPRINT-20260813-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001,BATCH-004,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-004-001,PWR_DISTRIBUTION_DIGITAL_MICROGRID,POWER_SYSTEM,CATALYST,2026-08-13T23:59:59+08:00,CONDITIONAL_INFERENCE,同口径项目投运、调用、订单交付或设备更新由主源确认,可验证需求 -> 智能配电网与微网数字化产品/服务采用 -> 经营兑现待核,PWR_DISTRIBUTION_DIGITAL_MICROGRID,AFTER_SOURCE_CUTOFF_MONITORING,只有项目/产品采用与公司披露闭合后才能提高结论强度。,官方项目状态与公司年报/公告的订单、交付、收入,政策目标或行业增长未传导至样本公司,仅存在规划、采购、自用、相邻供应或泛主题描述,CONDITIONAL_NOT_FORECAST,,,NEWENERGY_BATCH004_V1,DRAFT_FOR_REVIEW