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"
"N055-EV-001","COMPANY-9618406de03d8e7b215657a9","恒立液压","恒立液压公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/恒立液压公司信息梳理.md","2026-06-03","FROZEN_LOCAL_SECONDARY_PROFILE","L14;L54-L59","FINANCIAL_SCALE","本地冻结档案记录恒立液压2025年收入109.41亿元、归母净利润27.34亿元；2026Q1收入32.10亿元、归母净利润6.52亿元。","109.41|27.34|32.10|6.52","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_revenue|100m_CNY_net_profit","2025|2026Q1","主业现金流和盈利规模为线性驱动重资产投入提供基础。","数据来自研报引用口径，尚未在本批直接复核公司年报原文；不得等同机器人收入。","FROZEN_LOCAL_SECONDARY_WITH_BOUNDARY"
"N055-EV-002","COMPANY-9618406de03d8e7b215657a9","恒立液压","恒立液压公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/恒立液压公司信息梳理.md","2026-06-03","FROZEN_LOCAL_SECONDARY_PROFILE","L43-L48","LINEAR_PRODUCT_AND_CAPACITY","冻结档案记录精密磨削滚珠丝杠、高精度直线导轨、行星滚柱丝杠、电动缸和线性驱动系统；研报口径为年产7万套滚珠丝杠和36万米直线导轨。","7|36","10k_sets_per_year|10k_meters_per_year","2025","公司具备从部件向线性驱动平台延伸的产品和制造入口。","产能为研报口径；实际产量、销量、利用率、良率和机器人适配型号未披露。","FROZEN_LOCAL_SECONDARY_WITH_BOUNDARY"
"N055-EV-003","COMPANY-9618406de03d8e7b215657a9","恒立液压","恒立液压公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/恒立液压公司信息梳理.md","2026-06-03","FROZEN_LOCAL_SECONDARY_PROFILE","L76-L82","PROJECT_AND_SAMPLE_STAGE","冻结档案记录线性驱动器项目预算约15.27亿元、投资进度研报口径60.91%，行星滚柱丝杠处送样、认证和初步量产线索阶段。","15.27|60.91","100m_CNY|percent_progress","2025-2026","项目规模和送样进展表明公司正在形成第二增长曲线。","规划产能、达产收入和初步量产线索不等于机器人客户定点、批量订单或稳定收入。","FROZEN_LOCAL_SECONDARY_WITH_BOUNDARY"
"N055-EV-004","COMPANY-9618406de03d8e7b215657a9","恒立液压","恒立液压公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/恒立液压公司信息梳理.md","2026-06-03","FROZEN_LOCAL_SECONDARY_PROFILE","L88-L93","CUSTOMER_BOUNDARY","冻结档案记录线性驱动合作客户超过300家研报线索，但人形机器人客户仅处送样、认证和小批量关键阶段，未见公告级客户、定点和供货量。","300","customer_lead_count","2025","传统工业客户基础有助于丝杠导轨商业化，但机器人链条仍待主源确认。","不得把北美客户或Tesla等研报推演写成已确认供应关系。","OPEN_PRIMARY_SOURCE_AND_ROBOT_CUSTOMER_GAP"
"N055-EV-005","COMPANY-833b2426a1c3e42278d29fa4","北特科技","北特科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/北特科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_SECONDARY_PROFILE","L14;L59-L64","FINANCIAL_SCALE","冻结档案记录北特科技2025年收入23.23亿元、归母净利润1.20亿元；2026Q1收入5.86亿元、归母净利润0.27亿元。","23.23|1.20|5.86|0.27","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_revenue|100m_CNY_net_profit","2025|2026Q1","汽车底盘主业为高精度丝杠研发和产线投入提供基本盘。","数据来自机器人板块跟踪报告口径，尚未在本批直接复核年报和一季报原文。","FROZEN_LOCAL_SECONDARY_WITH_BOUNDARY"
"N055-EV-006","COMPANY-833b2426a1c3e42278d29fa4","北特科技","北特科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/北特科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_SECONDARY_PROFILE","L44-L48","PRODUCT_AND_DEVELOPMENT_STAGE","公司布局行星滚柱丝杠、滚珠丝杠、梯形丝杠、微型丝杠及螺母、滚柱、丝杆和齿圈等关键零部件，当前主要是样件研发和产线建设。","5","product_or_component_groups","2025-2026","产品矩阵覆盖机器人线性执行关键传动件，但商业化仍早期。","产品存在和样件研发不能外推客户定点、量产供货或收入。","FROZEN_LOCAL_SECONDARY_WITH_BOUNDARY"
"N055-EV-007","COMPANY-833b2426a1c3e42278d29fa4","北特科技","北特科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/北特科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_SECONDARY_PROFILE","L74-L79","CAPACITY_PROJECT_STAGE","冻结档案记录昆山行星滚柱丝杠研发生产基地拟投资18.5亿元、泰国丝杠基地一期研报口径投资3亿元及小批量产线已建成线索。","18.5|3","100m_CNY|100m_CNY","project_plan","若项目按计划落地，公司可能从样件阶段向规模化制造推进。","投资额、小批量产线和90万套口径均缺项目公告原文与实际产销量复核，不作为已形成产能。","OPEN_PROJECT_PRIMARY_SOURCE_AND_OUTPUT_GAP"
"N055-EV-008","COMPANY-833b2426a1c3e42278d29fa4","北特科技","北特科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/北特科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_SECONDARY_PROFILE","L83-L88","CUSTOMER_BOUNDARY","公司在博世、采埃孚、耐世特等汽车底盘客户中有主业基础，但人形机器人客户、定点、订单和收入均未公开验证。","0","verified_robot_customer_or_order","current","汽车质量体系可作为工艺迁移基础，不能替代机器人客户验证。","不得把汽车客户直接映射为机器人丝杠客户或量产订单。","OPEN_ROBOT_CUSTOMER_ORDER_AND_REVENUE_GAP"
"N055-EV-009","COMPANY-9a504a1044dbaa86a7b0e4d4","贝斯特","贝斯特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/贝斯特公司信息梳理.md","2026-05-29","FROZEN_LOCAL_SECONDARY_PROFILE","L14;L54-L64","FINANCIAL_SCALE","冻结档案记录贝斯特2025年收入15.04亿元、归母净利润2.78亿元；宇华精机2025H1收入194.06万元。","15.04|2.78|194.06","100m_CNY_revenue|100m_CNY_net_profit|10k_CNY_subsidiary_revenue","2025|2025H1","宇华精机已形成早期经营收入，但体量相对上市公司主业仍小。","宇华精机收入不能全部等同机器人收入，且数据来自年报点评和本地冻结档案。","FROZEN_LOCAL_SECONDARY_WITH_BOUNDARY"
"N055-EV-010","COMPANY-9a504a1044dbaa86a7b0e4d4","贝斯特","贝斯特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/贝斯特公司信息梳理.md","2026-05-29","FROZEN_LOCAL_SECONDARY_PROFILE","L43-L48","PRODUCT_AND_DELIVERY_STAGE","高精度滚珠丝杠副和直线导轨副已向国内机床客户形成小批量或批量订单线索，EMB滚珠丝杠已完成首次客户交样。","3","commercial_progress_items","2024-2025","工业母机和汽车线控先行验证了丝杠导轨制造能力。","机床和EMB交付不等于人形机器人供货，客户和订单需按应用分开。","FROZEN_LOCAL_SECONDARY_WITH_BOUNDARY"
"N055-EV-011","COMPANY-9a504a1044dbaa86a7b0e4d4","贝斯特","贝斯特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/贝斯特公司信息梳理.md","2026-05-29","FROZEN_LOCAL_SECONDARY_PROFILE","L43-L47;L84-L87","ROBOT_PRSM_STAGE","行星滚柱丝杠2023年出样后仍处工艺优化和验证阶段，人形机器人客户未披露；C0级滚珠丝杠和UP级导轨的订单主要来自机床场景。","0","verified_humanoid_customer_or_batch_order","current","公司具备相邻场景商业化基础，但机器人PRSM尚未越过客户定点门槛。","不得将工艺优化、样件或机床订单写成人形机器人批量供货。","OPEN_HUMANOID_CUSTOMER_AND_BATCH_ORDER_GAP"
"N055-EV-012","COMPANY-9a504a1044dbaa86a7b0e4d4","贝斯特","贝斯特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/贝斯特公司信息梳理.md","2026-05-29","FROZEN_LOCAL_SECONDARY_PROFILE","L72-L78","CAPACITY_AND_OUTPUT_BOUNDARY","冻结档案披露泰国一期2025Q4竣工投产，但丝杠、导轨和行星滚柱丝杠产量、销量及产能利用率均未披露。","0","disclosed_robot_screw_output_metrics","current","新增基地强化制造能力，机器人丝杠的真实爬坡仍需产销数据。","泰国基地主要服务汽车零部件，不能外推为机器人丝杠产能。","OPEN_ROBOT_OUTPUT_CAPACITY_UTILIZATION_GAP"
"N055-EV-013","COMPANY-912501cce2116a8cea9d665a","五洲新春","五洲新春公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/五洲新春公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L55-L65","ROBOT_REVENUE_AND_MARGIN","2025年机器人零部件收入1599.50万元、营业成本1748.68万元、毛利率-9.33%，收入约占公司总收入0.48%。","1599.50|1748.68|-9.33|0.48","10k_CNY_revenue|10k_CNY_cost|percent_margin|percent_of_total","2025","机器人业务已形成收入，但仍处成本高于收入的交付爬坡阶段。","机器人零部件为混合口径，不能直接拆成行星滚柱丝杠收入或单项盈利。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N055-EV-014","COMPANY-912501cce2116a8cea9d665a","五洲新春","五洲新春公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/五洲新春公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L78-L86","ROBOT_OUTPUT_AND_CAPACITY","2025年机器人零部件销量104.03万件，同比增长29.34%；募投规划达产98万套行星滚柱丝杠、210万套微型滚珠丝杠和7万组通用机器人专用轴承。","104.03|29.34|98|210|7","10k_pieces_sold|percent_yoy|10k_sets_capacity|10k_sets_capacity|10k_sets_capacity","2025|planned_full_capacity","已有交付与扩产规划同时存在，是四家公司中商业化披露最完整的一家。","104.03万件为混合机器人零部件销量；规划产能不是当前产能、订单或实际出货。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N055-EV-015","COMPANY-912501cce2116a8cea9d665a","五洲新春","五洲新春公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/五洲新春公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L44-L49;L92-L94","PRODUCT_AND_CUSTOMER_PROGRESS","公司已研发机器人行星滚柱丝杠、微型滚珠丝杠和全系列机器人轴承；减速器轴承已配套深圳德镁、纽氏达特、中大力德、极亚精机、南通振康，丝杠对接多家本体和零部件客户并推进送样、验证、小批量供货。","5","named_reducer_customer_count","2025","机器人轴承已有具名客户，丝杠则处对接、送样、验证和小批量阶段。","对接和送样不等于稳定主供；丝杠客户缩写不得扩写为未经确认的正式客户。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N055-EV-016","COMPANY-912501cce2116a8cea9d665a","五洲新春","五洲新春公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/五洲新春公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L81-L86;L97-L99","INVESTMENT_AND_ECONOMIC_BOUNDARY","具身智能机器人和汽车智驾核心零部件项目总投资10.55亿元、拟使用募集资金7亿元、建设期3年；2025年前五大客户销售占比42.18%。","10.55|7.00|3|42.18","100m_CNY_total_investment|100m_CNY_fundraising|years|percent_top5_customer_sales","project_plan|2025","募投规模大，但产能消化和客户结构仍需持续跟踪。","达产收入14.739亿元为测算值；不得视为已签订单、已实现收入或机器人客户覆盖。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"