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| "source_update_id","company_id","canonical_name","target_field","gap_types_addressed","source_class","publisher","source_title","publication_date","canonical_url","source_locator","content_update_text","limitation","source_fact_status","gap_effect","claim_strength_after","formal_pool_effect","evidence_strength_effect","captured_at"
| "N075-SRC-001","COMPANY-40adef0365fbba15f1148bd9","中鼎股份-星汇传感","customer_and_commercial_relationship","CUSTOMER|ORDER|MASS_PRODUCTION","EXCHANGE_OR_REGULATOR_FILING","深圳证券交易所","中鼎股份可转债发行审核问询回复","2026-05-19","https://disc.static.szse.cn/download/disc/disk03/finalpage/2026-05-19/26188182-330f-4372-ba4a-d34aef7643c3.PDF","web.open:turn179view0#L2944-L2998","中鼎披露：谐波减速器已完成认证并进入小批量供货，传感器已通过验证并取得定点，关节总成处客户验证，本体完成首台样机；文件还说明客户A发出定点通知、傅利叶签署战略合作协议。","未披露批量订单规模；定点、战略协议、小批量供货和批量供货必须分层。","PRIMARY_SOURCE_CONTENT_CAPTURED_PENDING_VERIFICATION_NO_UPGRADE","OPEN_RETAINED_GAP_PARTIALLY_NARROWED","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:35:00+08:00"
| "N075-SRC-002","COMPANY-40adef0365fbba15f1148bd9","中鼎股份-星汇传感","capacity_delivery_and_procurement","CAPACITY|MASS_PRODUCTION","EXCHANGE_OR_REGULATOR_FILING","深圳证券交易所","中鼎股份可转债发行审核问询回复","2026-05-19","https://disc.static.szse.cn/download/disc/disk03/finalpage/2026-05-19/26188182-330f-4372-ba4a-d34aef7643c3.PDF","web.open:turn179view0#L3002-L3073","募投文件规划传感器15万台/年、谐波减速器15万台/年、关节合计28万个/年、控制硬件及线束3万套/年、软件授权与服务400套/年，以及人形与双足本体合计2万台/年。","全部为项目达产规划，不等于当前产能、产量或实际订单消化。","PRIMARY_SOURCE_CONTENT_CAPTURED_PENDING_VERIFICATION_NO_UPGRADE","OPEN_RETAINED_GAP_PARTIALLY_NARROWED","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:35:00+08:00"
| "N075-SRC-003","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","revenue_and_operational_metric","REVENUE_PROFIT","EXCHANGE_OR_REGULATOR_FILING","上海证券交易所","埃夫特2024年半年度报告","2024-08-30","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2024-08-30/688165_20240830_7UCG.pdf","N040:P0DISCR1-CAND-005","埃夫特2024年半年度报告披露机器人业务占营业收入58.81%、系统集成业务占39.77%，机器人业务毛利率18.77%。","为2024年上半年口径，不代表2025/2026最新经营状态，也不是人形机器人专项收入。","PRIMARY_SOURCE_CONTENT_CAPTURED_PENDING_VERIFICATION_NO_UPGRADE","OPEN_RETAINED_GAP_PARTIALLY_NARROWED","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:35:00+08:00"
| "N075-SRC-004","COMPANY-2645a36c613ba9a88de899ec","FANUC","revenue_and_operational_metric","REVENUE_PROFIT","COMPANY_IR_OR_ANNUAL_REPORT","FANUC Corporation","Financial Results for the Year Ended March 31, 2026","2026-04-24","https://www.fanuc.co.jp/en/ir/announce/pdf/2026/financialresult202603_e.pdf","web.open:turn179view2#L282-L301","FANUC截至2026年3月的财年Robot分部销售额为3,786.10亿日元，同比增长14.9%，占集团净销售额44.1%；中国EV及一般工业需求较强，美洲销售同比提高。","文件未在该分部口径披露营业利润、销量或ASP。","PRIMARY_SOURCE_CONTENT_CAPTURED_PENDING_VERIFICATION_NO_UPGRADE","OPEN_RETAINED_GAP_PARTIALLY_NARROWED","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:35:00+08:00"
| "N075-SRC-005","COMPANY-2645a36c613ba9a88de899ec","FANUC","customer_and_commercial_relationship","ORDER","COMPANY_IR_OR_ANNUAL_REPORT","FANUC Corporation","FY2025 Q3 Financial Results Q&A","2026-01-26","https://www.fanuc.co.jp/en/ir/announce/pdf/2026/qasummary202512_e.pdf","web.open:turn182view0#L9-L18","FANUC披露Physical AI开放平台发布后收到超过1,000台CRX系列订单并计入三季度订单，另有数千台项目询盘。","询盘不是订单；已披露订单未给出客户、金额、交付与收入确认。","PRIMARY_SOURCE_CONTENT_CAPTURED_PENDING_VERIFICATION_NO_UPGRADE","OPEN_RETAINED_GAP_PARTIALLY_NARROWED","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:35:00+08:00"
| "N075-SRC-006","COMPANY-c7298c56cf3bef14f3f28066","Yaskawa","revenue_and_operational_metric","REVENUE_PROFIT","COMPANY_IR_OR_ANNUAL_REPORT","Yaskawa Electric Corporation","Results Briefing for FY2025","2026-04-10","https://www.yaskawa-global.com/wp-content/uploads/2026/04/20260410_haifu_en.pdf","web.open:turn179view3#L143-L163","Yaskawa FY2025 Robotics收入2,470亿日元，同比增长4.0%；营业利润204亿日元，同比下降14.0%，营业利润率8.3%，低于上年的10.0%。","Robotics分部包含工业机器人等多类业务，不是具身/人形机器人专项收入。","PRIMARY_SOURCE_CONTENT_CAPTURED_PENDING_VERIFICATION_NO_UPGRADE","OPEN_RETAINED_GAP_PARTIALLY_NARROWED","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:35:00+08:00"
| "N075-SRC-007","COMPANY-dd4963ab9570256e0e6aa657","KUKA","revenue_and_operational_metric","ORDER|REVENUE_PROFIT","COMPANY_IR_OR_ANNUAL_REPORT","KUKA Group","KUKA Group Annual Report 2025","2026-03-01","https://www.kuka.com/-/media/kuka-corporate/documents/ir/reports-and-presentations/en/annual-report/annual-report-2025.pdf","Annual Report 2025 p.5,p.17,p.22; web.open:turn185view2#L86-L93; web.open:turn185view3#L728-L756","KUKA集团2025年订单41.573亿欧元、收入38.972亿欧元、EBIT率1.5%，期末订单积压32.728亿欧元；收入同比增长4.4%，利润率受重组费用等影响下降。","为KUKA集团口径，包含机器人、系统和Swisslog等业务，不能当作机器人单体销量或利润。","PRIMARY_SOURCE_CONTENT_CAPTURED_PENDING_VERIFICATION_NO_UPGRADE","OPEN_RETAINED_GAP_PARTIALLY_NARROWED","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:35:00+08:00"
| "N075-SRC-008","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","revenue_and_operational_metric","MASS_PRODUCTION|REVENUE_PROFIT","REGULATOR_FILING","U.S. SEC / Teradyne","Teradyne 2025 Form 10-K","2026-02-19","https://www.sec.gov/Archives/edgar/data/97210/000119312526059002/ter-20251231.htm","web.search:turn180search0","Teradyne 2025年Robotics分部收入3.083亿美元，同比下降15.5%，主要因协作机器人手臂和AMR销售减少；文件同时披露Universal Robots累计售出超过11万台协作机器人。","Robotics分部还包含MiR，不能据此拆出UR单体收入、利润、年度销量或ASP。","PRIMARY_SOURCE_CONTENT_CAPTURED_PENDING_VERIFICATION_NO_UPGRADE","OPEN_RETAINED_GAP_PARTIALLY_NARROWED","PENDING_VERIFICATION_MAX_NO_UPGRADE","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE","2026-08-05T16:35:00+08:00"
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