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| "rank","company_id","company_name","current_layer","current_priority","chain_cluster","why_now","content_targets","proposed_wave","source_profile_path","operating_boundary"
| "1","COMPANY-57593539a809aeff1e159fda","立讯精密","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P0","连接器与精密制造","现有P0核心候选且公司类型和主赛道仍待补齐","机器人具体产品;具名客户边界;订单量产;收入贡献","WAVE-A","公司档案/立讯精密公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "2","COMPANY-470b28eafd515440b4696034","银轮股份","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P0","热管理","现有P0核心候选且公司类型和主赛道仍待补齐","机器人热管理产品;送样定点;量产节奏;相关收入","WAVE-A","公司档案/银轮股份公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "3","COMPANY-fd0a7ac651ed5799c558683c","英搏尔","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P0","驱动与电源","现有P0核心候选且公司类型和主赛道仍待补齐","机器人驱控产品;客户验证;量产订单;收入边界","WAVE-A","公司档案/英搏尔公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "4","COMPANY-d0f72d5d96eb46a33e07d1ec","安培龙","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","力传感","六维力和力矩传感处于关键感知缺口且已有明确产品入口","送样客户;定点订单;量产状态;机器人收入","WAVE-A","公司档案/安培龙公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "5","COMPANY-e6b25f372328cceeeb9b5e80","汉威科技-苏州能斯达","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","触觉与电子皮肤","多维触觉是灵巧操作的关键缺口","具名机器人客户;产品交付;量产阶段;业务拆分","WAVE-B","公司档案/汉威科技-苏州能斯达公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "6","COMPANY-f2fe1c39393957c4aafdcae3","福莱新材","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","触觉与电子皮肤","柔性传感材料和模组需要从产品存在推进到商业验证","送样;客户;订单;机器人收入;产线能力","WAVE-B","公司档案/福莱新材公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "7","COMPANY-11d1fb9f575b222fe9e399fe","灵心巧手","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","灵巧手","灵巧手整机是执行端关键对象且缺统一经营口径","产品代际;交付量;客户;产能;收入边界","WAVE-B","公司档案/灵心巧手公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "8","COMPANY-0916da0a79cee8dfbdc4d409","因时机器人","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","灵巧手","灵巧手与微型执行器需要补商业化和交付证据","产品矩阵;交付量;客户;订单;产能","WAVE-B","公司档案/因时机器人公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "9","COMPANY-d387f3403ec78a0a4cc90e1f","江苏雷利-鼎智科技","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","电机与执行器","覆盖空心杯无框力矩丝杠和关节模组的综合执行端平台","机器人分部收入;客户验证;出货;产能;利润贡献","WAVE-C","公司档案/江苏雷利-鼎智科技公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "10","COMPANY-ce6bc5bb0a43dadc5a50d89f","鸣志电器","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","电机与执行器","微型电机与驱控是灵巧手和关节核心环节","机器人订单;客户;出货量;产能;收入拆分","WAVE-C","公司档案/鸣志电器公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "11","COMPANY-5139a34c968308b7b34b9b36","伟创电气","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","电机与执行器","低压伺服空心杯及关节模组覆盖多个执行端缺口","送样定点;批量订单;出货;机器人收入","WAVE-C","公司档案/伟创电气公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "12","COMPANY-6fa2c811e179cadae3662056","中大力德","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","减速器与关节","多路线精密传动需要补机器人经营量化","机器人客户;订单;产能;收入;减速器结构","WAVE-C","公司档案/中大力德公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "13","COMPANY-9618406de03d8e7b215657a9","恒立液压","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","丝杠与线性执行","线性执行器传动件是产业链核心短板","丝杠建设进度;样品客户;订单;产能;收入","WAVE-D","公司档案/恒立液压公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "14","COMPANY-833b2426a1c3e42278d29fa4","北特科技","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","丝杠与线性执行","行星滚柱丝杠需区分研发样品和量产事实","设备进场;样品;客户验证;量产节点;收入","WAVE-D","公司档案/北特科技公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "15","COMPANY-9a504a1044dbaa86a7b0e4d4","贝斯特","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","丝杠与线性执行","丝杠和直线导轨需补建设与商业化进度","产线;样品;客户;订单;收入","WAVE-D","公司档案/贝斯特公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "16","COMPANY-912501cce2116a8cea9d665a","五洲新春","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","丝杠与轴承","同时覆盖丝杠和机器人轴承两个关键环节","样品客户;订单;产能;出货;收入拆分","WAVE-D","公司档案/五洲新春公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "17","COMPANY-bfe948121d4de90c5155e3e4","思特威","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","视觉传感芯片","机器视觉CIS是机器人视觉上游核心器件","机器人客户;设计导入;出货;收入;产品代际","WAVE-E","公司档案/思特威公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "18","COMPANY-396b5f43d0fef3a12a3570b9","韦尔股份-豪威科技","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","视觉传感芯片","全局快门与3D感知芯片需补机器人商业应用","客户;设计导入;量产出货;收入边界","WAVE-E","公司档案/韦尔股份-豪威科技公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "19","COMPANY-b7e056e4951ffc6d8e4733d1","舜宇光学科技","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","视觉模组","3D视觉与机器人OEM能力覆盖感知和整机两个层次","具名客户;项目阶段;交付;机器人收入","WAVE-E","公司档案/舜宇光学科技公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "20","COMPANY-a6961e505a2a0ba0d5591961","炬光科技","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","光学与3D感知","机器人视觉光学和3D感知需要补设计导入与商业化","项目客户;量产;出货;收入;产能","WAVE-E","公司档案/炬光科技公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "21","COMPANY-6f1a9695e1b7b7cd534d6db7","宁德时代","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","电池与能源","机器人电源是当前企业资料中的薄弱环节","机器人电池方案;合作客户;验证;量产;收入边界","WAVE-F","公司档案/宁德时代公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "22","COMPANY-ddfd165172d7d0cca15ce9ac","德赛电池","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","电池与能源","机器人电池包和BMS需要从候选推进到产品与客户证据","产品;客户;项目阶段;交付;收入","WAVE-F","公司档案/德赛电池公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "23","COMPANY-c2a42998e4b080739715f80c","瑞可达","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","连接器与线束","高可靠连接是机器人电源和信号链关键配套","机器人连接器;客户;定点;订单;收入","WAVE-F","公司档案/瑞可达公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "24","COMPANY-732ca2959b736bfaa6927d31","永贵电器","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","连接器与线束","连接器线束环节缺少公司级量化内容","产品;客户;订单;交付;收入","WAVE-F","公司档案/永贵电器公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "25","COMPANY-f9ea0e13b112a93d5766b318","瑞迪智驱","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","减速器与关节","精密传动与执行器环节需要补商业化量化","机器人产品;客户;订单;产能;收入","WAVE-G","公司档案/瑞迪智驱公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "26","COMPANY-8a60d9c2a27fbc00d55ccea4","固高科技","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","控制系统","运动控制平台是机器人控制层关键基础","机器人控制产品;客户;项目;收入;软件硬件协同","WAVE-G","公司档案/固高科技公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "27","COMPANY-6b6d421f9a1433cbf15c4191","欣旺达","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","电池与能源","作为备选电池平台需要补机器人专属应用证据","产品;客户;验证;订单;收入边界","WAVE-G","公司档案/欣旺达公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
| "28","COMPANY-5ecf7ed024c0bf241c9dcaca","坤维科技","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","P1","力传感","六维力传感是具身机器人感知闭环的重要补充","产品指标;客户验证;订单;交付;产能","WAVE-G","公司档案/坤维科技公司信息梳理.md","CONTENT_SUPPLEMENT_ONLY_NO_POOL_OR_STRENGTH_CHANGE"
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