mbx/mb-project-info.git

"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"
"N077-SRC-001","COMPANY-2e164a17cab35e3a144a4ff4","云深处科技","customer_and_commercial_relationship","CUSTOMER","REGULATOR_IPO_PROSPECTUS_DRAFT","云深处科技 / 上交所申报材料","首次公开发行股票并在科创板上市招股说明书（申报稿）","2026-05-18","https://dataclouds.cninfo.com.cn/sjother2/documents/2026/2026-05-18/3ef52e260c1cc31a8c57ab5e0abf2c14.pdf","P4 L80-L82; P130 L4325-L4355","申报稿披露公司行业级应用客户超过500家、产品进入45个以上国家或地区；2025年前五大客户销售收入合计6354.86万元、占营业收入18.83%，其中具名客户包括四川具身人形机器人科技、闹奇机器人和Inmotion Robotic。","招股书仍为申报稿；部分客户以A/C代称，前五大客户销售额不等于在手订单、独供关系或未来收入。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-002","COMPANY-2e164a17cab35e3a144a4ff4","云深处科技","capacity_delivery_and_procurement","MASS_PRODUCTION|CAPACITY","REGULATOR_IPO_PROSPECTUS_DRAFT","云深处科技 / 上交所申报材料","首次公开发行股票并在科创板上市招股说明书（申报稿）","2026-05-18","https://dataclouds.cninfo.com.cn/sjother2/documents/2026/2026-05-18/3ef52e260c1cc31a8c57ab5e0abf2c14.pdf","P128 L4286-L4288; P129 L4306-L4320","报告期内绝影X、绝影Lite及山猫M累计产量超过5500台；2025年四足及轮足机器人产量3936台、销量2908台、产销率73.88%。公司采用柔性生产，明确说明不存在固定设计产能或最大产能口径。","产量与销量均为四足及轮足合计，不能拆作人形机器人数据；库存增加且产销率低于100%，不能把产量全部写成客户交付。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-003","COMPANY-2e164a17cab35e3a144a4ff4","云深处科技","revenue_and_operational_metric","REVENUE_PROFIT|ASP","REGULATOR_IPO_PROSPECTUS_DRAFT","云深处科技 / 上交所申报材料","首次公开发行股票并在科创板上市招股说明书（申报稿）","2026-05-18","https://dataclouds.cninfo.com.cn/sjother2/documents/2026/2026-05-18/3ef52e260c1cc31a8c57ab5e0abf2c14.pdf","P27 L805-L816; P180-P181 L6188-L6215; P188-P190 L6414-L6472","2025年营业收入33749.06万元、净利润2868.40万元、经营现金流净额6375.22万元、综合毛利率52.83%；具身智能机器人收入32237.73万元。绝影X系列2025年销售单价28.75万元/台、毛利率54.35%。","财务数据来自申报稿；绝影X单价不能代表Lite、山猫M或DR，也不能外推公司整体ASP与未来利润率。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-004","COMPANY-29a2efc1bed47ca5e75a62ba","魔法原子","customer_and_commercial_relationship","CUSTOMER|ORDER","COMPANY_OFFICIAL_ORDER_ANNOUNCEMENT","魔法原子","新行业记录！魔法原子成功斩获大健康行业1.5亿元大单","2026-04-21","https://www.magiclab.top/news/63","L41-L52","公司宣布正式签订1.5亿元机器人采购订单，面向家庭健康管理与智能陪护，并称合作将连接1万名高净值家庭用户。","客户未具名，未披露台数、单价、付款、验收、交付周期和收入确认；连接1万家庭为合作规划，不是已服务客户数。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-005","COMPANY-29a2efc1bed47ca5e75a62ba","魔法原子","capacity_delivery_and_procurement","MASS_PRODUCTION","COMPANY_OFFICIAL_APPLICATION_UPDATE","魔法原子","新行业记录！魔法原子成功斩获大健康行业1.5亿元大单","2026-04-21","https://www.magiclab.top/news/63","L52-L56","公司称工业方案已在汽车零部件、3C电子和智能制造装备等用户场景完成测试，并进入标杆工厂交付和规模化落地阶段。","未披露具名工厂、机器人台数、验收指标或实际交付量；“规模化落地阶段”仍按供应商口径保留待客户侧复核。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-006","COMPANY-29a2efc1bed47ca5e75a62ba","魔法原子","capacity_delivery_and_procurement","MASS_PRODUCTION|CAPACITY","COMPANY_OFFICIAL_FINANCING_AND_PRODUCTION_PLAN","魔法原子","魔法原子完成1.5亿元天使轮融资，2025开启量产交付","2024-12-25","https://www.magiclab.top/news/29","L41-L56","公司在2024年末称已具备整机大规模量产能力，并预计2025年交付数百台MagicBot、2026年达到千台级。","这是历史预测与能力自述，不是截至2026年的实际交付结果；融资1.5亿元也不等于收入或订单。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-007","COMPANY-c5456c9421743002a8fe1a38","银河通用","customer_and_commercial_relationship","CUSTOMER","CUSTOMER_OFFICIAL_STRATEGIC_COOPERATION","延锋国际","延锋国际与银河通用机器人签署战略合作协议","2026-04-13","https://www.yanfeng.com/cn/yanfengguojiyuyinhetongyongjiqirenqianshuzhanehezuoxieyi","L36-L52","延锋官方披露双方签署战略合作，银河通用上海子公司将参与延锋智造能力中心训练场景建设，面向汽车零部件制造探索可复制的工业应用模式。","战略合作不等于采购订单或已部署；未披露台数、金额、验收、排他性及量产时间。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-008","COMPANY-c5456c9421743002a8fe1a38","银河通用","capacity_delivery_and_procurement","ORDER|MASS_PRODUCTION","COMPANY_PRESS_RELEASE_DISTRIBUTION","银河通用 / 美通社","银河通用机器人拿下1000台机器人订单，推进具身智能工业场景深度应用","2025-12-23","https://www.prnasia.com/story/517052-1.shtml","L112-L126; L145-L159","银河通用新闻稿称与百达精工签署战略合作，计划在百达及其生态内部署超过1000台具身智能机器人，并将其称为“一千台订单”。","这是企业发布稿，未见合同全文；未披露单价、付款、交付批次、验收或截至目前已交付数量，不能将计划部署直接记作完成出货。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-009","COMPANY-11ed80c2002ca24aad36a6a4","擎朗智能","capacity_delivery_and_procurement","CUSTOMER|MASS_PRODUCTION","COMPANY_OFFICIAL_SHIPMENT_UPDATE","KEENON Robotics","KEENON Showcased its General-Purpose + Specialized Robot Ecosystem at LEAP East 2026","2026-07-23","https://www.keenon.com/en/news/ksigpsreale2","L132-L137","擎朗称全球累计出货超过10万台机器人，部署覆盖70多个国家和地区，并援引IDC称全球出货份额为22.7%。","均为公司新闻稿口径，未按产品、人形/专用机器人、年度、客户或收入拆分；IDC份额需报告原文复核。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-010","COMPANY-e7e39157284887fef1a1d024","艾利特机器人","capacity_delivery_and_procurement","CUSTOMER|MASS_PRODUCTION","COMPANY_OFFICIAL_PROFILE","艾利特机器人","关于艾利特","CURRENT_AS_OF_2026-08-06","https://www.elibot.com/about/profile","L345-L382","公司当前简介称全球累计销售近2万台协作机器人，覆盖50多个国家，拥有500多家经销商和系统集成商及110余家生态伙伴。","这是公司累计宽口径，未给出年度、产品系列、终端客户、退换货或收入拆分，也不等于人形/复合机器人销量。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-011","COMPANY-e7e39157284887fef1a1d024","艾利特机器人","customer_and_commercial_relationship","ORDER|MASS_PRODUCTION","COMPANY_OFFICIAL_PARTNER_DEPLOYMENT_REPORT","艾利特机器人 / 迈幸机器人","艾利特×迈幸机器人：开启大模型驱动下的复合机器人新纪元","2025-12-30","https://www.elibot.com/about/news/162","L420-L429","合作方称其复合机器人在某全球科技公司供应链CNC产线落地近200台，并实现单笔订单百台级；在光模块测试场景也完成批量部署。","数据来自合作方在艾利特官网的发言，终端客户未具名；近200台为复合设备口径，不能全部等同艾利特机械臂销量或收入。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-012","COMPANY-e7e39157284887fef1a1d024","艾利特机器人","revenue_and_operational_metric","LIFETIME","COMPANY_OFFICIAL_CERTIFICATION_RECORD","艾利特机器人","关于艾利特 / MTBF可靠性证书记录","2023-12-29","https://www.elibot.com/about/profile","L453-L465","公司荣誉页记录2023年12月29日取得10万小时MTBF可靠性证书；官网另称该测试由上海机器人研发与转化功能型平台实施。","MTBF为统计可靠性指标，不等于单台连续实跑10万小时、质保期或现场寿命；本轮未取得完整测试报告与适用型号清单。","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","2026-08-06T18:30:00+08:00"
"N077-SRC-013","COMPANY-92cdecd19e78f99d429fd4b0","微亿智造","customer_and_commercial_relationship","CUSTOMER|MASS_PRODUCTION","COMPANY_OFFICIAL_PROFILE","微亿智造","关于微亿智造","CURRENT_AS_OF_2026-08-06","https://www.micro-i.com.cn/us","L0-L5; L106-L120","公司称工业具身智能产品已实现规模商业化，并向世界领先的3C消费电子及新能源汽车品牌客户批量部署AI表面缺陷检测设备；同时称MIM行业AI视觉质检方案市场占有率70%。","客户未具名，未披露设备数量、合同金额、收入或利润；70%为公司引用口径，需IDC/行业报告原文复核，且不等于全部具身智能产品份额。","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","2026-08-06T18:30:00+08:00"