docs(robot): complete company coverage and source backfill

Cai

2026-08-09 9f6cddff222fe1e1f77a3b66c7b673fec2695999

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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"
"N076-SRC-001","COMPANY-a770b8a5ad012ce957470a4c","1X Technologies","customer_and_commercial_relationship","ORDER|ASP","COMPANY_OFFICIAL_ORDER_PAGE","1X Technologies","Order NEO","CURRENT_AS_OF_2026-08-06","https://www.1x.tech/order","Order page: ownership/subscription/deposit/delivery terms","NEO 官方销售页列示买断价2万美元、订阅价499美元/月、可退订金200美元，并称美国首批交付从2026年开始。","预订不等于公司已接受的最终订单；页面未披露有效预订量、已交付量、退款率或收入确认。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-002","COMPANY-a770b8a5ad012ce957470a4c","1X Technologies","capacity_delivery_and_procurement","MASS_PRODUCTION|CAPACITY|ORDER","COMPANY_OFFICIAL_FACTORY_UPDATE","1X Technologies","NEO Factory update","2026-04-30","https://www.1x.tech/ja_jp/discover/neo-factory","Factory update: Hayward footprint, workforce, capacity and bookings","公司称Hayward工厂面积5.8万平方英尺、员工超过200人并已开始全面生产；Hayward与San Carlos合计年产能最高1万台，首年1万台产能在5天内被预订，目标到2027年底超过10万台/年。","首年产能被预订不等于1万份最终订单或已交付；10万台/年为规划能力，不是当前产量。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-003","COMPANY-261aaeac362dc4d476a93aff","Agility Robotics","customer_and_commercial_relationship","CUSTOMER|ORDER|MASS_PRODUCTION","COMPANY_OFFICIAL_COMMERCIAL_AGREEMENT","Agility Robotics","GXO signs industry-first multi-year agreement with Agility Robotics","2024-06-27","https://www.agilityrobotics.com/content/gxo-signs-industry-first-multi-year-agreement-with-agility-robotics","Release: multi-year RaaS agreement and live SPANX operation","Agility与GXO签署多年RaaS协议，Digit在GXO为SPANX运营的仓库中进入实际物流流程并与Arc系统协同，公司称该部署开始产生服务收入。","协议未披露机器人台数、合同总额、单台月费、毛利或续约条件；供应商的“产生收入”表述不替代财务报表。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-004","COMPANY-261aaeac362dc4d476a93aff","Agility Robotics","capacity_delivery_and_procurement","MASS_PRODUCTION|CAPACITY","COMPANY_OFFICIAL_FACTORY_UPDATE","Agility Robotics","Announcing RoboFab","2023-09-20","https://www.agilityrobotics.com/videos/announcing-robofab-worlds-first-factory-for-humanoid-robots","RoboFab announcement: footprint and designed output","RoboFab占地约7万平方英尺，公司披露首年计划生产数百台Digit，工厂具备年产超过1万台的设计能力。","设计能力和首年计划不等于实际产量、交付量或产能利用率。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-005","COMPANY-3b39ea849059759fec1b4586","Apptronik","customer_and_commercial_relationship","CUSTOMER|ORDER|MASS_PRODUCTION","COMPANY_OFFICIAL_COMMERCIAL_AGREEMENT","Apptronik","Apptronik and Mercedes-Benz enter commercial agreement","2024-03-15","https://apptronik.com/news-collection/apptronik-and-mercedes-benz-enter-commercial-agreement","Release: commercial agreement and manufacturing/logistics pilot","Apptronik与Mercedes-Benz达成商业协议，并将Apollo用于制造和物流场景试点；公司将其称为首个公开商业部署协议。","未披露部署台数、采购义务、合同金额、任务良率或由试点转量产的条件。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-006","COMPANY-3b39ea849059759fec1b4586","Apptronik","capacity_delivery_and_procurement","MASS_PRODUCTION|CAPACITY","COMPANY_OFFICIAL_MANUFACTURING_PARTNERSHIP","Apptronik","Apptronik and Jabil collaborate to scale production","2025-02-25","https://apptronik.com/news-collection/apptronik-and-jabil-collaborate-to-scale-production","Release: global manufacturing partner and factory pilot","Jabil成为Apptronik的全球制造合作伙伴，将生产Apollo，并在自身工厂试用Apollo执行制造任务。","合作公告未给出产能、已生产台数、交付节奏、良率或采购金额。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-007","COMPANY-3b39ea849059759fec1b4586","Apptronik","revenue_and_operational_metric","REVENUE_PROFIT","COMPANY_OFFICIAL_FINANCING_UPDATE","Apptronik","Apptronik closes over $935 million Series A","2026-02-11","https://apptronik.com/news-collection/apptronik-closes-over-935-million-series-a","Release: financing totals and stated use","Apptronik披露Series A累计融资超过9.35亿美元、公司累计融资接近10亿美元，资金用于扩大生产和商业部署。","融资金额不是营业收入、订单、利润或客户付款，不能用于推断商业化兑现。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-008","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","customer_and_commercial_relationship","CUSTOMER|MASS_PRODUCTION","COMPANY_OFFICIAL_DEPLOYMENT_REPORT","Figure AI","Production at BMW","2025-11-19","https://www.figure.ai/news/production-at-bmw","BMW deployment metrics: shifts, parts, hours and vehicles","Figure披露Figure 02在BMW产线历时11个月部署，累计运行超过1250小时、处理超过9万件零件，并参与超过3万辆BMW X3的生产流程。","供应商披露的运营数据需继续以BMW客户侧材料交叉验证；未披露合同金额、部署台数、收入或供应链。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-009","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","capacity_delivery_and_procurement","MASS_PRODUCTION|CAPACITY","COMPANY_OFFICIAL_PRODUCTION_UPDATE","Figure AI","Ramping Figure 03 production","2026-04-29","https://www.figure.ai/news/ramping-figure-03-production","Production update: units, rate, first-pass yield, batteries and actuators","公司披露已生产超过350台Figure 03，生产节拍由每天1台提升到每小时1台，整机一次通过率超过80%，电池线一次通过率99.3%，累计生产超过500块电池和9000个执行器。","生产节拍不等于持续满负荷年化产量；机器人分配到研发、数据和商业开发，不能全部视为客户交付。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-010","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","capacity_delivery_and_procurement","CAPACITY","COMPANY_OFFICIAL_PRODUCT_AND_FACTORY_UPDATE","Figure AI","Introducing Figure 03","2025-10-09","https://www.figure.ai/news/introducing-figure-03?id=Figure03","BotQ capacity and four-year production goal","Figure称BotQ首条产线设计年产能最高1.2万台，并提出未来四年累计生产10万台机器人的目标。","均为设计能力或目标，不是已实现产量、订单或交付。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-011","COMPANY-1b72e7810c45b1ea062d5ad5","Boston Dynamics","customer_and_commercial_relationship","CUSTOMER|ORDER|MASS_PRODUCTION","COMPANY_OFFICIAL_DEPLOYMENT_ANNOUNCEMENT","Boston Dynamics","Boston Dynamics unveils new Atlas robot to revolutionize industry","2026-01-05","https://bostondynamics.com/blog/boston-dynamics-unveils-new-atlas-robot-to-revolutionize-industry/","Announcement: committed 2026 deployments and named fleets","Boston Dynamics称2026年Atlas部署名额已全部落实，首批机器人将部署到Hyundai RMAC和Google DeepMind，并计划在2027年增加客户。","“部署名额已落实”未给出台数、合同金额、验收状态或已交付数量。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-012","COMPANY-1b72e7810c45b1ea062d5ad5","Boston Dynamics","capacity_delivery_and_procurement","MASS_PRODUCTION|CAPACITY","COMPANY_OFFICIAL_PRODUCTION_ANNOUNCEMENT","Boston Dynamics","Boston Dynamics unveils new Atlas robot to revolutionize industry","2026-01-05","https://bostondynamics.com/blog/boston-dynamics-unveils-new-atlas-robot-to-revolutionize-industry/","Announcement: production start and Hyundai factory plan","公司宣布立即启动新Atlas生产；同时披露Hyundai筹备的新机器人设施规划年产3万台，并提出未来在集团设施内部署数万台机器人的计划。","3万台/年和数万台部署属于Hyundai规划，不是Boston Dynamics当前产量或已经签收的Atlas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","2026-08-06T15:30:00+08:00"
"N076-SRC-013","COMPANY-08bec4c8747cb512b4ef0a29","Tesla Optimus","capacity_delivery_and_procurement","MASS_PRODUCTION|CUSTOMER","REGULATOR_FILING","Tesla, Inc. / SEC","Q1 2026 Update","2026-04-22","https://ir.tesla.com/_flysystem/s3/sec/000162828026026551/tsla-20260422-gen.pdf","Q1 2026 update: Optimus production lines","Tesla在Q1 2026更新中称首代Optimus生产线正在安装，目的是为后续规模生产做准备。","“生产线安装中”说明仍处建设/爬坡准备阶段，不等于已经量产；该文件未披露外部客户、订单、交付量或机器人收入。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-014","COMPANY-906d37013e27265e7406c51d","速腾聚创","revenue_and_operational_metric","REVENUE_PROFIT|MASS_PRODUCTION","HKEX_RESULTS_ANNOUNCEMENT","RoboSense / HKEX","Fourth quarter and full year 2025 results","2026-03-25","https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0325/2026032501103_c.pdf","Q4 2025 robotics revenue, volume, margin and profit tables","公司披露2025年第四季度总收入7.507亿元、毛利率28.5%、经营利润1.301亿元、净利润1.037亿元；其中机器人业务收入3.467亿元，机器人及其他激光雷达销量22.12万台。","季度机器人业务口径包含多类机器人场景，不等于人形机器人专属收入、ASP或利润；全年与单季不可混用。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-015","COMPANY-906d37013e27265e7406c51d","速腾聚创","customer_and_commercial_relationship","CUSTOMER|MASS_PRODUCTION","COMPANY_OFFICIAL_BUSINESS_UPDATE","RoboSense","2025 annual results business update","2026-03-25","https://www.robosense.ai/en/news-show-1976","Robotics customer and shipment summary","公司称2025年机器人激光雷达出货约30.3万台，并已服务超过3400家机器人行业客户，第四季度机器人业务收入约3.47亿元。","客户数量和市场排名为公司披露口径；未拆分人形机器人客户装机、单客户收入、ASP、主供份额或合同。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-016","COMPANY-11d85efff0837c66cce1aa7b","广和通","customer_and_commercial_relationship","CUSTOMER|ORDER|MASS_PRODUCTION","REGULATOR_ANNUAL_REPORT","广和通 / 巨潮资讯","2024年年度报告","2025-04-19","https://static.cninfo.com.cn/finalpage/2025-04-19/1223152460.PDF","Annual report: robot product line milestones","广和通年报披露机器人产品线成立于2023年，2024年12月已交付首批客户订单；具身智能方案于2024年3月向一家全球知名具身机器人公司送样。","客户未具名，未披露订单数量、金额、收入确认、复购或Fibot单独商业化数据。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-017","COMPANY-11d85efff0837c66cce1aa7b","广和通","capacity_delivery_and_procurement","MASS_PRODUCTION|CAPACITY","COMPANY_OFFICIAL_PRODUCT_UPDATE","广和通","无边界AI割草机解决方案实现规模商用量产","2025-03-06","https://www.fibocom.com/newscenter/info_itemid_8604.html","Release: mass commercial production for European market","广和通披露面向永强集团子公司的无边界AI割草机方案已实现面向欧洲市场的规模商用量产，方案集成主控板、算法板和驱动板。","这是割草机器人方案，不等于人形机器人或Fibot量产；未披露产能、出货量、ASP、毛利或客户订单金额。","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","2026-08-06T15:30:00+08:00"
"N076-SRC-018","COMPANY-1508325d5114b4b9f0325b35","Omron","revenue_and_operational_metric","REVENUE_PROFIT|CUSTOMER","COMPANY_INTEGRATED_REPORT","OMRON Corporation","Integrated Report 2025 - Industrial Automation Business","2025-09-01","https://www.omron.com/global/en/integrated_report/strategybusiness/iab/","IAB performance and Output & Robotics product mix","Omron披露FY2024工业自动化业务净销售额3608亿日元、营业利润363亿日元、营业利润率10.1%，创新自动化客户4290家；Output & Robotics占该业务产品销售结构13%。","工业自动化业务和Output & Robotics均为宽口径，后者还包含安全设备；不能据此拆出AMR/协作机器人收入、销量、客户或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","2026-08-06T15:30:00+08:00"