MB-X Bilibili Pipeline
9 days ago 8b94574583bb5d33faf4d3cec465e3fbcdcf40d3
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"company_id","company_name","high_value_gap_focus","newly_added_content","remaining_high_value_gap","content_status","formal_pool_effect","evidence_strength_effect"
"COMPANY-5a43f60137a848360a5d2800","奥比中光","机器人客户、平台适配、海外交付与机器人收入","补入NVIDIA生态适配、4家具名海外机器人客户、越南工厂建设及商业化风险提示","机器人独立收入与利润、客户合同金额、各型号出货、越南工厂投产日期与实际产能","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-bdcc138a4c7e376aa480736d","奥普特","机器人相关收入、具名合作、量产与业务盈利","补入2026Q1经营、工业AI收入、2330万元机器人相关客户收入及华盛控3D拆垛合作","机器人收入分产品/客户拆分、订单、出货量、毛利与人形机器人产品量产","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-0ec2cd70acf945e9aac0b0b7","步科股份","机器人收入结构、头部客户、批量订单和无框电机出货","补入Q1机器人收入1.02亿元、非移动机器人约20%结构、批量订单状态及无框电机3.5万台季度销量","具名客户、订单金额、单价、产能利用率、人形机器人独立收入和利润","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","环动科技机器人减速器收入、客户集中与扩产兑现","补入减速器及其他收入、环动科技业务主体、2025H1客户集中度及32万套规划产能","环动科技最新独立收入利润、具名客户订单、实际产销量、基地建设进度与产能利用率","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"