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"
"N057-EV-001","COMPANY-6f1a9695e1b7b7cd534d6db7","宁德时代","宁德时代公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宁德时代公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_PRIMARY_AND_SECONDARY_DISCLOSURES","L12;L53-L64","FINANCIAL_SCALE_AND_MARKET_POSITION","2025年收入4237亿元、归母净利润722亿元、研发投入221亿元；锂离子电池销量661GWh，全球产能772GWh、在建321GWh，动力与储能电池全球份额分别为39.2%和30.4%。","4237|722|221|661|772|321|39.2|30.4","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_RND|GWh_sales|GWh_capacity|GWh_capacity_under_construction|percent_power_share|percent_storage_share","2025","宁德时代具备机器人能源系统所需的电芯、PACK、BMS、安全与规模制造底座。","公司级动力和储能规模不能等同机器人电池收入、份额或客户地位。","FROZEN_LOCAL_MIXED_EVIDENCE_WITH_BOUNDARY"
"N057-EV-002","COMPANY-6f1a9695e1b7b7cd534d6db7","宁德时代","宁德时代公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宁德时代公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_PRIMARY_AND_SECONDARY_DISCLOSURES","L14;L48-L51","ROBOT_ECOSYSTEM_PARTICIPATION","冻结资料记录宁德时代领投银河通用融资，并存在工业场景合作、机器人联合研发及旗下资本参与蓝点触控融资等线索。","4","robot_ecosystem_leads","current","宁德时代在具身智能中更接近产业资本、工业场景方和潜在能源系统供应商。","融资、预研和场景合作均不等于已获得人形机器人电池订单。","FROZEN_LOCAL_SECONDARY_LEAD_WITH_BOUNDARY"
"N057-EV-003","COMPANY-6f1a9695e1b7b7cd534d6db7","宁德时代","宁德时代公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宁德时代公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_PRIMARY_AND_SECONDARY_DISCLOSURES","L34-L39;L45-L47","ROBOT_ENERGY_PRODUCT_MAP","机器人潜在价值环节覆盖电芯、轻量化PACK、BMS、快换/充电接口、安全诊断和工业场景协同，但档案明确未见机器人专用电池包或BMS客户披露。","6","potential_robot_energy_components","current","产品能力迁移路径完整，当前仍属于潜在供应能力而非确认供货。","不得把车端换电体系、高能量密度或固态电池研究方向写成机器人产品量产。","OPEN_ROBOT_PRODUCT_AND_CUSTOMER_GAP"
"N057-EV-004","COMPANY-6f1a9695e1b7b7cd534d6db7","宁德时代","宁德时代公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宁德时代公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_PRIMARY_AND_SECONDARY_DISCLOSURES","L71-L76;L83-L88;L94-L100","ROBOT_ECONOMICS_AND_SUPPLY_BOUNDARY","机器人电池包产能、BMS产能、供货周期、本体厂客户、ASP、寿命和机器人专属产能利用率均未披露。","0","disclosed_robot_economic_and_supply_metrics","current","主业规模不构成机器人商业兑现证据，后续应只追客户、型号、供货和经济口径。","不得用动力电池系统均价、公司级产能或装车量替代机器人数据。","OPEN_ROBOT_CUSTOMER_SHIPMENT_ASP_LIFETIME_GAP"
"N057-EV-005","COMPANY-ddfd165172d7d0cca15ce9ac","德赛电池","德赛电池公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/德赛电池公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L12;L51-L64","FINANCIAL_AND_RND_STATE","2025年收入223.99亿元、归母净利润2.92亿元、扣非净利润2.26亿元、研发投入10.31亿元；2026Q1收入50.08亿元、归母净利润7991.65万元。","223.99|2.92|2.26|10.31|50.08|0.799165","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_deducted_profit|100m_CNY_RND|100m_CNY_revenue|100m_CNY_net_profit","2025|2026Q1","消费类电池管理和封装集成构成机器人小型电池包的能力底盘。","公司整体经营数据不能归为机器人业务。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N057-EV-006","COMPANY-ddfd165172d7d0cca15ce9ac","德赛电池","德赛电池公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/德赛电池公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L14;L44-L46","HUMANOID_APPLICATION_STAGE","公司投资者互动口径称已有锂电池产品应用于人形机器人，目前处于客户验证、样品或小批量阶段，尚未形成规模化销售。","1","disclosed_humanoid_application_statement","2026-05-26","德赛电池已越过纯技术可迁移阶段，但仍处于商业化早期。","客户验证、样品或小批量不得表述为定点放量、批量主供或稳定收入。","FROZEN_LOCAL_IR_DISCLOSURE_WITH_STAGE_BOUNDARY"
"N057-EV-007","COMPANY-ddfd165172d7d0cca15ce9ac","德赛电池","德赛电池公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/德赛电池公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L34-L38;L47-L49","PRODUCT_AND_TECHNOLOGY_BASE","公司能力覆盖中小型锂电池电源管理、PACK/封装集成、储能电芯和SIP封装，并开发UPS高功率电芯、主动安全电芯及温压一体传感器。","4","capability_groups","2025","小型化、电源管理、封装和安全能力与人形及服务机器人电源系统匹配。","技术和主业能力可迁移不代表机器人专用产品已通过认证或规模供货。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N057-EV-008","COMPANY-ddfd165172d7d0cca15ce9ac","德赛电池","德赛电池公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/德赛电池公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L70-L75;L81-L84;L91-L97","CAPACITY_AND_CUSTOMER_BOUNDARY","公司规划消费类软包锂电芯一期6000万只/年产能，但机器人客户、产品规格、出货、产能、ASP、寿命和供货周期均未披露。","6000","10k_soft_pack_cells_per_year_planned","by_2027","扩产增强小型电芯供应能力，机器人商业穿透仍需单独验证。","消费电芯扩产不能等同机器人专线产能，媒体所称荣耀线索不作为主结论。","OPEN_ROBOT_CUSTOMER_SPEC_SHIPMENT_ECONOMICS_GAP"
"N057-EV-009","COMPANY-c2a42998e4b080739715f80c","瑞可达","瑞可达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/瑞可达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L12;L55-L69","FINANCIAL_AND_PRODUCT_MIX","2025年收入31.51亿元、归母净利润2.99亿元；连接器业务收入31.15亿元，其中新能源连接器28.65亿元、通信连接器1.32亿元、其他连接器1.18亿元。","31.51|2.99|31.15|28.65|1.32|1.18","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_connector_revenue|100m_CNY_new_energy|100m_CNY_communications|100m_CNY_other","2025","成熟连接器主业提供机器人高可靠互连的工程与制造底盘。","其他连接器或新兴业务收入不能直接视为机器人收入。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N057-EV-010","COMPANY-c2a42998e4b080739715f80c","瑞可达","瑞可达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/瑞可达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L10;L43-L47;L75-L80","HEAD_CUSTOMER_AND_BATCH_SUPPLY_STAGE","公开互动资料称公司与全球领先的多个具身机器人公司合作，已开发几十款至近百款产品并形成批量供货。","1","batch_supply_stage_statement","current","在本批连接器公司中，瑞可达的机器人供应阶段最接近真实商业兑现。","客户匿名且产品数量口径不一，不能判断主供、独供、份额、供货量或收入。","FROZEN_LOCAL_IR_DISCLOSURE_WITH_BOUNDARY"
"N057-EV-011","COMPANY-c2a42998e4b080739715f80c","瑞可达","瑞可达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/瑞可达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L48-L53","ROBOT_INTERCONNECT_PRODUCT_MATRIX","机器人产品覆盖电源、运动控制、视觉感知、旋转关节、高速大脑/域控和无线连接六类互连。","6","robot_interconnect_product_groups","current","多关节、高弯折和高速数据需求使其具备机器人专用化升级空间。","产品矩阵不等于每类产品均已量产或进入同一客户。","FROZEN_LOCAL_PRODUCT_DISCLOSURE_WITH_BOUNDARY"
"N057-EV-012","COMPANY-c2a42998e4b080739715f80c","瑞可达","瑞可达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/瑞可达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L76-L80;L129-L135","ROBOT_ECONOMICS_AND_RELIABILITY_GAP","机器人客户名称、批量供货规模、收入、ASP、产品寿命、失效率和是否主供/独供均未披露。","0","disclosed_robot_economic_and_share_metrics","current","后续内容强化应优先追原始IR、客户侧确认和旋转关节寿命参数。","不得因批量供货表述推导具体收入、毛利或供应份额。","OPEN_CUSTOMER_VOLUME_ASP_LIFETIME_SHARE_GAP"
"N057-EV-013","COMPANY-732ca2959b736bfaa6927d31","永贵电器","永贵电器公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/永贵电器公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_PRIMARY_AND_SECONDARY_DISCLOSURES","L12;L51-L66","FINANCIAL_AND_SEGMENT_STATE","2025年收入22.42亿元、归母净利润6249.87万元；轨道交通与工业收入8.40亿元、毛利率44.66%，车载与能源信息收入12.68亿元、毛利率11.48%；2026Q1归母净利润亏损2174.24万元。","22.42|0.624987|8.40|44.66|12.68|11.48|-0.217424","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_segment_revenue|percent_margin|100m_CNY_segment_revenue|percent_margin|100m_CNY_net_profit","2025|2026Q1","轨交高可靠连接器是技术底盘，车载板块价格与折旧压力约束利润弹性。","公司分部经营数据不能归为机器人业务。","FROZEN_LOCAL_MIXED_EVIDENCE_WITH_BOUNDARY"
"N057-EV-014","COMPANY-732ca2959b736bfaa6927d31","永贵电器","永贵电器公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/永贵电器公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_PRIMARY_AND_SECONDARY_DISCLOSURES","L14;L42-L47","ROBOT_PRODUCT_AND_COOPERATION_STAGE","年报型资料披露公司规划开发关节连接器和充放电接口；另有与智元机器人建立项目组及机器人连接器小批量供货线索。","4","robot_product_and_cooperation_leads","current","永贵已具备产品规划、联合开发和小批量线索，商业化阶段弱于瑞可达。","智元合作是项目组/开发安排，小批量来自转述，均不能写成批量主供。","FROZEN_LOCAL_MIXED_EVIDENCE_WITH_BOUNDARY"
"N057-EV-015","COMPANY-732ca2959b736bfaa6927d31","永贵电器","永贵电器公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/永贵电器公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_PRIMARY_AND_SECONDARY_DISCLOSURES","L72-L77","CAPACITY_AND_TECHNOLOGY_CONTEXT","连接器智能化及超充产业升级项目募集资金净额4.4亿元，项目预计2026年3月达到预定可使用状态；新国标充电枪完成认证，1500A级兆瓦充电产品完成验证。","4.4|1500","100m_CNY_fundraising|A_current","2025-2026","高可靠和大电流连接能力可为机器人充放电接口研发提供工程基础。","车载/超充项目产能与1500A验证不能外推为机器人连接器产能或需求。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N057-EV-016","COMPANY-732ca2959b736bfaa6927d31","永贵电器","永贵电器公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/永贵电器公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_PRIMARY_AND_SECONDARY_DISCLOSURES","L83-L87;L126-L134","ROBOT_CUSTOMER_AND_ECONOMICS_GAP","除智元战略合作外，其他机器人客户、产品型号、小批量数量、订单、收入、ASP、寿命及主供/独供状态均未披露。","0","disclosed_robot_economic_and_share_metrics","current","永贵应保留为机器人连接器跟踪对象，等待项目组成果和客户采购证据。","不得把轨交客户、新能源车收入或研报小批量线索升级为机器人正式供应事实。","OPEN_ROBOT_CUSTOMER_ORDER_ECONOMICS_SHARE_GAP"