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| "company_id","company_name","content_state","confirmed_increment","remaining_high_value_gap","next_valid_trigger","formal_pool_effect","evidence_strength_effect"
| "COMPANY-bfe948121d4de90c5155e3e4","思特威","NAMED_ROBOT_VISUAL_CUSTOMERS_AND_AI_ASIC_PROGRESS_CONFIRMED_ECONOMICS_OPEN","具名视觉AI/机器人客户、奥比间接供货、全局快门量产和AI ASIC验证得到冻结年报型资料支持","机器人专属型号、设计导入、出货、ASP、收入和主供份额未披露","客户采购/产品导入公告或机器人应用收入与出货拆分","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-396b5f43d0fef3a12a3570b9","韦尔股份-豪威科技","MACHINE_VISION_AND_MEDICAL_ROBOT_APPLICATION_CONFIRMED_CUSTOMERS_OPEN","机器视觉部门、工业机器人和手术机器人应用及CIS规模得到冻结年报型资料支持","机器人客户、设计导入、出货、ASP、寿命和收入均未披露","机器视觉客户定点、医疗机器人客户采购或机器人CIS出货收入披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-b7e056e4951ffc6d8e4733d1","舜宇光学科技","ANONYMOUS_HEAD_CUSTOMER_MASS_PRODUCTION_CONFIRMED_ECONOMIC_SPLIT_OPEN","机器人头部客户稳定量产、仓储项目量产交付和多模态具身视觉方案得到冻结业绩公告支持","客户名称、产品规格、出货量、机器人收入毛利和人形定点未披露","客户侧量产确认、公司分部披露或具体机器人视觉模组出货","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-a6961e505a2a0ba0d5591961","炬光科技","ROBOT_VISION_OPTICAL_PRODUCT_DIRECTION_CONFIRMED_LIDAR_DESIGN_WINS_CANCELLED","AI机器人视觉微光学产品方向明确，激光雷达收入仅0.83%且历史定点全部取消","机器人视觉客户、量产出货、收入、ASP和盈利贡献未披露","机器人视觉模组客户订单或分产品量产收入披露","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
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