mbx/mb-project-info.git

"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"
"N049W2B-EV-001","COMPANY-5a43f60137a848360a5d2800","奥比中光","奥比中光2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-20/688322_20260420_BAVZ.pdf","2026-04-20","交易所年度报告","业务概览，年报摘要及全文P37-P38","BUSINESS_POSITION","公司专注3D视觉感知产品设计、研发、生产和销售，产品包括3D视觉传感器、消费级及工业级应用设备，并以机器人之眼和机器人与AI视觉产业中台定位相关业务。","","","2025","位于机器人感知层，覆盖深度视觉传感、点云、SDK和部分自主移动解决方案。","业务定位和产品平台不等于已成为所有机器人客户的标配，也不能据此确认具名客户、份额或供货关系。","OFFICIAL_SOURCE_EXTRACTED"
"N049W2B-EV-002","COMPANY-5a43f60137a848360a5d2800","奥比中光","奥比中光2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-20/688322_20260420_BAVZ.pdf","2026-04-20","交易所年度报告","研发项目表P41-P42，web.open:turn50view6#L1474-L1503","ROBOT_RELEVANCE","双目3D视觉传感器项目处于商用并持续优化阶段，应用于机器人等场景；机器人自主移动解决方案项目本期投入4609.65万元、累计投入8172.73万元，面向工业和服务机器人客户。","4609.65","万元本期项目投入","2025","形成3D视觉传感器与机器人自主移动解决方案两层产品能力。","项目处于商用或持续迭代不等于特定客户定点、独家供应或机器人业务独立收入已经披露。","OFFICIAL_SOURCE_EXTRACTED"
"N049W2B-EV-003","COMPANY-5a43f60137a848360a5d2800","奥比中光","奥比中光2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-20/688322_20260420_BAVZ.pdf","2026-04-20","交易所年度报告","经营情况P47，web.open:turn48view0#L1746-L1762","REVENUE_AND_PROFIT","2025年营业收入94074.36万元，同比增长66.66%；归母净利润12791.00万元，实现扭亏。","94074.36","万元营业收入","2025","显示3D视觉业务规模增长和盈利拐点。","公司说明收入增长来自三维扫描、支付及机器人业务等多项因素，整体收入和利润不能全部归因于机器人。","OFFICIAL_SOURCE_EXTRACTED"
"N049W2B-EV-004","COMPANY-5a43f60137a848360a5d2800","奥比中光","奥比中光2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-20/688322_20260420_BAVZ.pdf","2026-04-20","交易所年度报告","研发投入P40，web.open:turn50view6#L1441-L1449","R_AND_D","2025年研发投入20253.41万元，占营业收入21.53%。","20253.41","万元","2025","高研发强度支撑深度引擎、算法、光学和机器人视觉解决方案迭代。","研发投入为公司整体口径，不能全部计入机器人业务。","OFFICIAL_SOURCE_EXTRACTED"
"N049W2B-EV-005","COMPANY-5a43f60137a848360a5d2800","奥比中光","奥比中光2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-20/688322_20260420_BAVZ.pdf","2026-04-20","交易所年度报告","收入增长说明P47-P48，web.open:turn48view0#L1762-L1763;L1848-L1851","ROBOT_OPERATING_STATUS","公司明确说明机器人业务收入增长是2025年整体收入及AIoT收入增长的原因之一。","","","2025","机器人已从研发应用进入收入贡献阶段。","年报未单列机器人收入、客户、订单、出货量或具体机型，不得将原因说明扩写为独立分部收入或客户确认。","OFFICIAL_SOURCE_EXTRACTED"
"N049W2B-EV-006","COMPANY-bdcc138a4c7e376aa480736d","奥普特","奥普特2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12060637&stockid=688686","2026-04-03","上市公司年度报告镜像","业务概览，年报全文主要业务段","BUSINESS_POSITION","公司以机器视觉核心软硬件为主，并向工业传感器和运动控制延伸，产品覆盖视觉算法库、智能视觉平台、工业AI、光源、镜头、相机、读码器、3D传感器和测量系统。","","","2025","位于机器人和智能制造的视觉感知、工业AI与运动控制环节。","完整产品线不等于每类产品均形成相同规模收入，也不等于已确认机器人客户关系。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-007","COMPANY-bdcc138a4c7e376aa480736d","奥普特","奥普特2025年年度报告摘要","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688686_20260403_B28D.pdf","2026-04-03","交易所年度报告摘要","主要业务与3D视觉应用P4-P7","ROBOT_RELEVANCE","公司披露3D视觉可引导具身机器人完成柔性抓取和复杂曲面作业，3D工业AI可用于机器人AOI、点胶和复杂装配。","","","2025","3D视觉和工业AI具备机器人定位、抓取、检测与装配应用能力。","应用说明不能替代具名客户、订单、量产、市场份额或机器人专属收入证据。","OFFICIAL_SOURCE_EXTRACTED"
"N049W2B-EV-008","COMPANY-bdcc138a4c7e376aa480736d","奥普特","奥普特2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12060637&stockid=688686","2026-04-03","上市公司年度报告镜像","主要会计数据，web.open:turn52view4#L121-L139","REVENUE_AND_PROFIT","2025年营业收入126904.02万元，同比增长39.24%；归母净利润18617.93万元，同比增长36.63%。","126904.02","万元营业收入","2025","反映机器视觉主业增长和盈利能力。","整体增长还受3C、锂电、海外市场及并购影响，不能单独归因于机器人应用。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-009","COMPANY-bdcc138a4c7e376aa480736d","奥普特","奥普特2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12060637&stockid=688686","2026-04-03","上市公司年度报告镜像","研发投入，web.open:turn52view6#L192-L199","R_AND_D","2025年研发投入25507.62万元，同比增长17.57%，占营业收入20.10%。","25507.62","万元","2025","研发投入支撑机器视觉算法、光学、3D感知和工业AI迭代。","研发总额为公司整体口径，不能全部计入机器人应用。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-010","COMPANY-bdcc138a4c7e376aa480736d","奥普特","奥普特2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12060637&stockid=688686","2026-04-03","上市公司年度报告镜像","分产品收入，web.open:turn52view4#L267-L289","OPERATING_STRUCTURE","机器视觉核心部件收入96014.67万元，机器视觉配件17331.39万元，运控产品13496.42万元。","96014.67","万元机器视觉核心部件收入","2025","机器视觉核心部件已形成明确收入规模，运控产品成为新增产品板块。","分产品口径未拆分机器人场景，不能把机器视觉收入等同于机器人收入。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-011","COMPANY-0ec2cd70acf945e9aac0b0b7","步科股份","步科股份2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12058320&stockid=688160","2026-04-03","上市公司年度报告镜像","核心竞争力与产品矩阵，web.open:turn53view5#L239-L315","BUSINESS_POSITION","公司面向移动、协作、工业、人形、服务等机器人提供显示、控制、驱动和执行部件，产品包括低压伺服、行星减速器、一体化伺服模组、无框力矩电机、中空驱动器、机器人HMI和控制器。","","","2025","覆盖机器人运动控制和关节动力链。","产品矩阵和适用场景不等于所有产品均已批量供货或已进入具名客户。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-012","COMPANY-0ec2cd70acf945e9aac0b0b7","步科股份","步科股份2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688160_20260403_16A8.pdf","2026-04-03","交易所年度报告","主要会计数据及经营说明P10-P11","REVENUE_AND_PROFIT","2025年营业收入72365.48万元，同比增长32.18%；归母净利润7248.10万元，同比增长48.25%。","72365.48","万元营业收入","2025","机器人需求增长成为公司整体增长的重要驱动。","年报未在主要财务数据中单列机器人收入和利润，不能把整体指标全部归因于机器人。","OFFICIAL_SOURCE_EXTRACTED"
"N049W2B-EV-013","COMPANY-0ec2cd70acf945e9aac0b0b7","步科股份","步科股份2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12058320&stockid=688160","2026-04-03","上市公司年度报告镜像","研发投入，web.open:turn53view0#L293-L300","R_AND_D","2025年研发投入8383.09万元，同比增长14.72%，占营业收入11.58%。","8383.09","万元","2025","研发投入支撑机器人伺服、关节电机、控制器和HMI产品迭代。","研发投入为公司整体口径，不能全部计入机器人产品。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-014","COMPANY-0ec2cd70acf945e9aac0b0b7","步科股份","步科股份2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12058320&stockid=688160","2026-04-03","上市公司年度报告镜像","研发成果和在研项目，web.open:turn53view0#L284-L306;turn53view5#L309-L318","ROBOT_RELEVANCE","公司推出第四代无框力矩电机、机器人中空驱动器和集成伺服系统；工业机械臂专用电机、机器人关节模组专用电机和第四代无框电机已有部分型号上市，人形无框电机仍在研。","","","2025","机器人关节动力产品从在研延伸到部分型号上市。","部分型号上市不等于形成具名客户定点、批量订单或人形机器人收入；人形无框电机仍处在研阶段。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-015","COMPANY-0ec2cd70acf945e9aac0b0b7","步科股份","步科股份2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-03/688160_20260403_16A8.pdf","2026-04-03","交易所年度报告","财务指标变动说明P10-P11及分产品P44","ROBOT_OPERATING_STATUS","公司将机器人业务收入大幅增长列为整体业绩增长的核心引擎；驱动系统收入51296.40万元、控制系统收入20397.78万元。","51296.40","万元驱动系统收入","2025","机器人需求已对驱动和控制主业增长形成实质推动。","驱动/控制分产品仍含非机器人行业，年报未给出机器人独立收入、客户或订单。","OFFICIAL_SOURCE_EXTRACTED"
"N049W2B-EV-016","COMPANY-94d33bdcbe999f76a2810a4b","柯力传感","柯力传感2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12209189&stockid=603662","2026-04-28","上市公司年度报告镜像","主要业务和经营分析，web.open:turn49view6#L204-L215","BUSINESS_POSITION","公司围绕工业测控与计量、智慧物流、能源环境及新型智能装备，形成称重、测力、六维力/力矩、触觉、惯性和3D视觉等多物理量传感器与物联网系统。","","","2025","位于机器人力觉、触觉、惯性和视觉感知环节。","多物理量平台不等于各机器人传感产品均已达到相同商业化阶段。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-017","COMPANY-94d33bdcbe999f76a2810a4b","柯力传感","柯力传感2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12209189&stockid=603662","2026-04-28","上市公司年度报告镜像","机器人业务进展，web.open:turn49view6#L204-L215","ROBOT_RELEVANCE","公司推进六维力/力矩、关节力矩、触觉及多模态融合感知研发，并通过投资布局机器人本体、触觉和IMU企业。","","","2025","形成机器人多物理量感知和产业协同布局。","战略投资和研发方向不等于被投企业业务均并表，也不等于确认特定机器人客户供应关系。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-018","COMPANY-94d33bdcbe999f76a2810a4b","柯力传感","柯力传感2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12209189&stockid=603662","2026-04-28","上市公司年度报告镜像","主要会计数据，web.open:turn49view6#L147-L153","REVENUE_AND_PROFIT","2025年营业收入155843.89万元，同比增长20.33%；归母净利润34055.13万元，同比增长30.73%。","155843.89","万元营业收入","2025","反映传感器与物联网平台整体经营规模。","收入增长包含并购并表和传统业务，不得全部归因于机器人传感器。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-019","COMPANY-94d33bdcbe999f76a2810a4b","柯力传感","柯力传感2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12209189&stockid=603662","2026-04-28","上市公司年度报告镜像","研发投入，web.open:turn50view4#L286-L309","R_AND_D","2025年研发投入14257.88万元，同比增长32.10%，占营业收入9.15%。","14257.88","万元","2025","研发平台支持六维力、触觉、MEMS和多模态融合传感。","研发投入为公司整体口径，且包含并表因素，不能全部计入机器人传感器。","OFFICIAL_DISCLOSURE_EXTRACTED"
"N049W2B-EV-020","COMPANY-94d33bdcbe999f76a2810a4b","柯力传感","柯力传感2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12209189&stockid=603662","2026-04-28","上市公司年度报告镜像","机器人销售与导入进展，web.open:turn49view6#L204-L215","ROBOT_OPERATING_STATUS","报告期机器人力学传感器销售超过1500只、送样客户超过70家，处于小批量生产向批量化供应过渡阶段。","1500+","只机器人力学传感器","2025","机器人力学传感器已越过纯研发验证，进入送样、定点转化和小批量供应阶段。","过渡阶段不等于全部送样已转订单、所有客户已定点或已经形成稳定大批量收入；不得猜测客户名称。","OFFICIAL_DISCLOSURE_EXTRACTED"