MB-X Bilibili Pipeline
8 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-94af5bfdd01c23b057b5c766","禾川科技","机器人客户、订单、独立收入和新产品商业转化","补入2026Q1经营改善、机器人专用方案和两项已完成开发的机器人相关产品","机器人行业份额数值、具名客户、订单、装机量、独立收入利润","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-9a947c0f936f6b80185b3c7c","凌云光","具身智能客户、数据服务收入与量产评测商业化","补入服务多家机器人厂商/数据中心及人形机器人量产质量评测业务位置","客户名单、项目数量、合同金额、具身智能独立收入和利润","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-ee54dd2aec4676ace75b69c9","天准科技","具身域控客户、订单、交付量和项目兑现","补入智元/星海图具名销售、2025数千台量产交付及2029年3.83亿元规划收入","最新在手订单金额、客户收入拆分、精确交付量、单价、毛利与项目建设进度","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-66f2814bef12313c3befc939","长光华芯","机器人VCSEL客户、出货、收入和产能","补入2026Q1经营、VCSEL在智能机器人等场景批量应用及激光传感订单起量","具名机器人客户、出货量、订单金额、机器人收入占比、扩产规模和利用率","CONTENT_UPDATED_HIGH_VALUE_GAPS_RETAINED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"