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"
"N056-EV-001","COMPANY-bfe948121d4de90c5155e3e4","思特威","思特威公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/思特威公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L12;L53-L61","FINANCIAL_AND_RND_SCALE","2025年收入90.31亿元、归母净利润10.01亿元、研发投入6.18亿元；2026Q1收入21.12亿元、归母净利润2.37亿元。","90.31|10.01|6.18|21.12|2.37","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_RND|100m_CNY_revenue|100m_CNY_net_profit","2025|2026Q1","CIS规模和研发能力可支撑机器人视觉产品迭代。","公司整体和CIS大类经营数据不能等同机器人业务收入或利润。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-002","COMPANY-bfe948121d4de90c5155e3e4","思特威","思特威公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/思特威公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L10;L42-L47;L88-L91","NAMED_CUSTOMER_AND_PRODUCT_PROGRESS","年报披露视觉AI客户覆盖大疆、华睿、海康机器人、科沃斯、追觅、石头、云鲸，并与奥比中光配合间接向多家机器人品牌客户提供CMOS图像传感器。","7","named_visual_ai_customers","2025","已形成较直接的机器人与视觉AI客户覆盖线索。","客户覆盖和间接供货不等于具体型号主供、份额、采购金额或机器人专属收入。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-003","COMPANY-bfe948121d4de90c5155e3e4","思特威","思特威公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/思特威公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L42-L48","TECHNOLOGY_AND_VALIDATION","全局快门CIS已量产；飞凌微A1工业级AI ASIC完成AI ISP图像处理和双目深度感知方案开发验证；新一代AI ASIC完成研发、待量产验证。","3","technology_progress_items","2025","覆盖图像采集、深度感知和端侧AI，具备机器人视觉上游平台化潜力。","开发验证和研发完成不能外推为机器人客户量产导入。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-004","COMPANY-bfe948121d4de90c5155e3e4","思特威","思特威公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/思特威公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L65-L82","AI_ECOSYSTEM_AND_OUTPUT_BOUNDARY","AI智视生态2025年收入7.45亿元、占主营收入8.25%；2025年12月单月CIS出货2亿颗，但机器人CIS出货、ASP和收入未披露。","7.45|8.25|2","100m_CNY|percent_of_main_revenue|100m_CIS_units_monthly","2025","AI智视生态是机器人视觉相关内容的最接近经营口径。","AI智视生态包含多场景，CIS总出货也包含手机、安防、汽车等，不得外推机器人份额。","OPEN_ROBOT_REVENUE_SHIPMENT_AND_ASP_GAP"
"N056-EV-005","COMPANY-396b5f43d0fef3a12a3570b9","韦尔股份-豪威科技","韦尔股份-豪威科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/韦尔股份-豪威科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L13;L53-L70","FINANCIAL_AND_IMAGE_SENSOR_SCALE","2025年收入288.55亿元、归母净利润40.45亿元；图像传感器解决方案收入212.46亿元、占主营收入73.73%、毛利率35.98%。","288.55|40.45|212.46|73.73|35.98","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_image_revenue|percent_of_main_revenue|percent_margin","2025","豪威具备全球级CIS平台和规模供应能力。","图像传感器收入覆盖手机、汽车、安防、医疗和新兴市场，不能等同机器人收入。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-006","COMPANY-396b5f43d0fef3a12a3570b9","韦尔股份-豪威科技","韦尔股份-豪威科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/韦尔股份-豪威科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L15;L43-L49","ROBOT_APPLICATION_AND_PRODUCT_MATRIX","公司成立机器视觉部门，聚焦工业自动化、机器人、物流条码扫描和智能交通；产品覆盖全局快门、近红外增强、工业3D感知、医疗微型成像CIS及CIS集成NPU。","5","robot_relevant_product_groups","2025","覆盖工业机器人、仓储物流和手术机器人等视觉上游场景。","应用场景与部门布局不等于已披露机器人客户、订单、量产出货或收入。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-007","COMPANY-396b5f43d0fef3a12a3570b9","韦尔股份-豪威科技","韦尔股份-豪威科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/韦尔股份-豪威科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L75-L81","APPLICATION_REVENUE","2025年汽车市场收入74.71亿元、新兴市场收入23.69亿元、医疗市场收入9.74亿元；医疗CIS明确适配微创手术和手术机器人。","74.71|23.69|9.74","100m_CNY_auto|100m_CNY_emerging|100m_CNY_medical","2025","医疗和新兴市场是机器人视觉相关收入最接近的披露口径。","手术机器人只是医疗应用之一，不能把医疗收入全部归为机器人。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-008","COMPANY-396b5f43d0fef3a12a3570b9","韦尔股份-豪威科技","韦尔股份-豪威科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/韦尔股份-豪威科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L85-L93;L99-L104","OUTPUT_AND_CUSTOMER_BOUNDARY","2025年图像传感器产量148008.84万颗、销量132501.44万颗；前五客户销售额142.86亿元、占比49.58%，但机器人客户、CIS出货量和ASP未拆。","148008.84|132501.44|142.86|49.58","10k_CIS_units_produced|10k_CIS_units_sold|100m_CNY_top5_sales|percent_top5","2025","规模制造与客户服务能力明确，机器人穿透数据仍不足。","CIS总产销和客户集中度不能推导机器人供货量、份额或单价。","OPEN_ROBOT_CUSTOMER_SHIPMENT_AND_ASP_GAP"
"N056-EV-009","COMPANY-b7e056e4951ffc6d8e4733d1","舜宇光学科技","舜宇光学科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/舜宇光学科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L14;L51-L69","FINANCIAL_AND_PLATFORM_SCALE","2025年收入432.29亿元，其中汽车业务73.28亿元、手机业务273.24亿元、XR业务23.94亿元；研发开支32.59亿元、资本开支29.31亿元。","432.29|73.28|273.24|23.94|32.59|29.31","100m_CNY_total|100m_CNY_auto|100m_CNY_mobile|100m_CNY_XR|100m_CNY_RND|100m_CNY_capex","2025","大型光学平台和研发制造投入可复用到机器人视觉模组。","公司未单列机器人收入，不能用泛IoT、汽车或总收入替代。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-010","COMPANY-b7e056e4951ffc6d8e4733d1","舜宇光学科技","舜宇光学科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/舜宇光学科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L12;L41-L47","MASS_PRODUCTION_AND_DELIVERY","2025年业绩公告披露机器人业务头部客户合作项目稳定量产出货、仓储自动化头部客户产品量产交付，AI工业相机和AI可穿戴相机完成开发与出货。","3","commercial_delivery_items","2025","舜宇已从机器人视觉方案走到匿名头部客户的量产交付。","客户名称、产品规格、出货量、收入和毛利未披露，不得推断主供或份额。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-011","COMPANY-b7e056e4951ffc6d8e4733d1","舜宇光学科技","舜宇光学科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/舜宇光学科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L43-L46","EMBODIED_VISION_SOLUTION","公司提出多模态具身光学感知系统，并围绕人形机器人头部、胸腰部、手部和足部提供定位导航、感知、抓取和避障视觉方案；非人形机器人已提供OEM/ODM/JDM服务。","4","humanoid_visual_positions","2025","产品覆盖镜头、模组、3D感知、算法与系统集成多层价值。","人形方案布局尚不能等同人形客户定点或量产；非人形订单与人形订单须分开。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-012","COMPANY-b7e056e4951ffc6d8e4733d1","舜宇光学科技","舜宇光学科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/舜宇光学科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L71-L91","ROBOT_ECONOMICS_BOUNDARY","公司仅披露机器人头部客户稳定量产和仓储项目交付，未披露机器人视觉出货量、ASP、毛利率、客户名称和收入。","0","disclosed_robot_economic_metrics","current","商业状态强于纯方案公司，但经营贡献仍无法量化。","不得用手机、车载、XR或泛IoT分部数据估算机器人收入。","OPEN_ROBOT_CUSTOMER_SHIPMENT_REVENUE_MARGIN_GAP"
"N056-EV-013","COMPANY-a6961e505a2a0ba0d5591961","炬光科技","炬光科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/炬光科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L52-L62","FINANCIAL_AND_RND_STATE","2025年收入8.80亿元、归母净利润-0.38亿元、扣非净利润-0.74亿元，研发投入占收入19.46%。","8.80|-0.38|-0.74|19.46","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_deducted_profit|percent_RND_ratio","2025","收入增长和高研发投入并存，但公司仍未实现盈利。","公司整体收入和亏损不能直接归因机器人视觉业务。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-014","COMPANY-a6961e505a2a0ba0d5591961","炬光科技","炬光科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/炬光科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L42-L48","ROBOT_VISION_PRODUCT_MATRIX","年报将微型光学成像镜头模组、微型光源整形与传输系统模组列入AI机器人视觉和三维感知应用，并披露微纳光学、光场匀化和光学传感器模组封装开发订单。","4","robot_relevant_optical_products","2025","公司位于机器人3D感知光源、光学和模组上游。","产品方向和开发订单尚未披露机器人客户、量产出货和收入。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N056-EV-015","COMPANY-a6961e505a2a0ba0d5591961","炬光科技","炬光科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/炬光科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L64-L73;L89-L97","PRODUCT_ECONOMICS_AND_OUTPUT","2025年激光光学元器件收入3.94亿元、毛利率42.74%；该大类生产4591.01万件、销售4394.18万件。机器人视觉模组出货未披露。","3.94|42.74|4591.01|4394.18","100m_CNY_revenue|percent_margin|10k_units_produced|10k_units_sold","2025","激光光学是公司与3D感知最接近的规模业务。","激光光学大类包含多场景，不得把大类产销和毛利归为机器人视觉。","OPEN_ROBOT_VISUAL_MODULE_SHIPMENT_AND_REVENUE_GAP"
"N056-EV-016","COMPANY-a6961e505a2a0ba0d5591961","炬光科技","炬光科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/炬光科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L14;L44;L61","NEGATIVE_PROJECT_EVIDENCE","2025年激光雷达业务收入约占总收入0.83%，且此前披露的激光雷达相关定点项目已全部取消。","0.83|0","percent_of_total_revenue|active_disclosed_lidar_design_wins","2025","应从激光雷达定点叙事转向AI机器人视觉微光学和光子制造服务验证。","不得把历史定点或激光雷达技术能力写成当前有效订单。","VERIFIED_NEGATIVE_EVIDENCE_WITH_BOUNDARY"