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| "evidence_id","company_id","company_name","source_title","source_url","source_date","source_type","content_locator","fact_type","fact_text","value","unit","period","robot_chain_interpretation","evidence_boundary","status"
| "N049W1-EV-001","COMPANY-94af5bfdd01c23b057b5c766","禾川科技","禾川科技2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-04-29/1225224905.PDF","2026-04-29","交易所年度报告","年报业务概览，web.open:turn24view1#L499-L507","BUSINESS_POSITION","公司以工业自动化控制核心部件及解决方案为主，核心产品包括伺服系统和PLC，并覆盖控制、驱动、执行传感环节，向工业芯片、传感器和数控机床延伸。","","","2025","控制与驱动环节的直接候选企业。","年报中的工业自动化定位不等同于机器人业务收入或机器人客户确认。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-002","COMPANY-94af5bfdd01c23b057b5c766","禾川科技","禾川科技2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-04-29/1225224905.PDF","2026-04-29","交易所年度报告","年报机器人解决方案，web.open:turn24view0#L1735-L1743","ROBOT_RELEVANCE","公司披露机器人专用控制器、高精度伺服系统和低压多轴一体驱动方案，用于多轴高响应定位；机器人核心部件研发项目已完成并覆盖伺服电机与驱动器。","","","2025","机器人控制器、伺服驱动与电机属于直接核心部件。","未披露具名机器人客户、订单、主供/独供、量产规模或机器人业务收入。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-003","COMPANY-94af5bfdd01c23b057b5c766","禾川科技","禾川科技2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-04-29/1225224905.PDF","2026-04-29","交易所年度报告","主要会计数据，web.open:turn23view0#L282-L324","REVENUE","2025年营业收入为101729.31万元，同比增长25.49%。","101729.31","万元","2025","反映公司整体经营规模。","为公司整体营业收入，不能归因于机器人业务。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-004","COMPANY-94af5bfdd01c23b057b5c766","禾川科技","禾川科技2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-04-29/1225224905.PDF","2026-04-29","交易所年度报告","主要会计数据，web.open:turn23view0#L282-L324","NET_PROFIT","2025年归属于上市公司股东的净利润为-13004.40万元。","-13004.40","万元","2025","反映公司整体盈利状态。","亏损变化不能直接归因于机器人相关业务。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-005","COMPANY-94af5bfdd01c23b057b5c766","禾川科技","禾川科技2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-04-29/1225224905.PDF","2026-04-29","交易所年度报告","研发投入，web.open:turn31view0#L1827-L1834","R_AND_D","2025年研发投入合计13359.67万元，占营业收入13.13%。","13359.67","万元","2025","研发能力覆盖运动控制及机器人核心部件方向。","研发总额为公司口径，不能全部计入机器人研发。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-006","COMPANY-9a947c0f936f6b80185b3c7c","凌云光","凌云光2025年年度报告","https://pdf.dfcfw.com/pdf/H2_AN202604281821711985_1.pdf","2026-04-29","上市公司年度报告","年报业务概览，web.open:turn27view2#L493-L511","BUSINESS_POSITION","公司定位为AI与视觉融合的机器视觉企业，产品包括视觉器件、视觉系统、智能视觉装备和智能工厂软件，服务消费电子、新型显示、新能源、半导体、印刷包装和汽车等行业。","","","2025","属于机器人感知、机器视觉和工业AI能力层。","通用机器视觉业务不等同于机器人专用业务。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W1-EV-007","COMPANY-9a947c0f936f6b80185b3c7c","凌云光","凌云光2025年年度报告","https://pdf.dfcfw.com/pdf/H2_AN202604281821711985_1.pdf","2026-04-29","上市公司年度报告","年报产品与应用，web.open:turn27view2#L493-L530","ROBOT_RELEVANCE","公司披露相机产品组合、VisionWare算法平台以及视觉引导、定位、测量和检测能力；元客视界相关能力服务VR、沉浸式媒体和具身智能。","","","2025","可作为具身智能与机器人视觉的感知/算法候选。","未披露机器人专用收入、具名机器人客户、订单或供应关系。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W1-EV-008","COMPANY-9a947c0f936f6b80185b3c7c","凌云光","凌云光2025年年度报告","https://pdf.dfcfw.com/pdf/H2_AN202604281821711985_1.pdf","2026-04-29","上市公司年度报告","主要会计数据，web.open:turn29view0","REVENUE","2025年营业收入为291167.24万元，同比增长30.35%。","291167.24","万元","2025","反映公司整体经营规模。","为公司整体营业收入，不能归因于具身智能或机器人业务。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W1-EV-009","COMPANY-9a947c0f936f6b80185b3c7c","凌云光","凌云光2025年年度报告","https://pdf.dfcfw.com/pdf/H2_AN202604281821711985_1.pdf","2026-04-29","上市公司年度报告","主要会计数据，web.open:turn29view0","NET_PROFIT","2025年归属于上市公司股东的净利润为16135.17万元，同比增长50.70%。","16135.17","万元","2025","反映公司整体盈利状态。","盈利增长不能直接归因于机器人或具身智能业务。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W1-EV-010","COMPANY-9a947c0f936f6b80185b3c7c","凌云光","凌云光2025年年度报告","https://pdf.dfcfw.com/pdf/H2_AN202604281821711985_1.pdf","2026-04-29","上市公司年度报告","研发投入，web.open:turn31view1#L992-L1003","R_AND_D","2025年研发投入合计51051.94万元，同比增长14.89%，占营业收入17.53%。","51051.94","万元","2025","研发能力支撑机器视觉、计算成像和AI平台。","研发总额为公司口径，不能全部计入机器人研发。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W1-EV-011","COMPANY-ee54dd2aec4676ace75b69c9","天准科技","天准科技2025年年度报告","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12197277","2026-04-25","上市公司年度报告","主要业务与产品构成，web.open:turn25view1#L252-L267","BUSINESS_POSITION","公司业务包括视觉测量装备、视觉制程装备和具身智能解决方案，形成机器视觉量检测与域控制器相关产品组合。","","","2025","覆盖机器视觉量检测和机器人“大脑”域控制器。","不同产品线不能在缺少分部口径时相互替代。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W1-EV-012","COMPANY-ee54dd2aec4676ace75b69c9","天准科技","天准科技2025年年度报告","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12197277","2026-04-25","上市公司年度报告","具身智能解决方案，web.open:turn25view1#L252-L285","ROBOT_RELEVANCE","2025年具身智能解决方案收入17795.71万元，同比增长75.02%；销量10127台，同比增长106.29%，增长主要来自机器人“大脑”域控制器和商用车域控制器业务。","17795.71","万元","2025","具身智能解决方案已形成收入，机器人域控制器是增长来源之一。","该收入同时包含商用车域控制器，不能拆分为机器人专属收入，也不能据此确认具名客户或供应关系。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W1-EV-013","COMPANY-ee54dd2aec4676ace75b69c9","天准科技","天准科技2025年年度报告摘要","https://static.cninfo.com.cn/finalpage/2026-04-25/1225194682.PDF","2026-04-25","交易所年度报告摘要","主要会计数据，web.open:turn30view0#L123-L140","REVENUE","2025年营业收入为178980.35万元，同比增长11.25%。","178980.35","万元","2025","反映公司整体经营规模。","为公司整体营业收入，不能归因于机器人业务。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-014","COMPANY-ee54dd2aec4676ace75b69c9","天准科技","天准科技2025年年度报告摘要","https://static.cninfo.com.cn/finalpage/2026-04-25/1225194682.PDF","2026-04-25","交易所年度报告摘要","主要会计数据，web.open:turn30view0#L123-L140","NET_PROFIT","2025年归属于上市公司股东的净利润为7612.83万元，同比下降38.95%。","7612.83","万元","2025","反映公司整体盈利状态。","利润变化不能直接归因于具身智能解决方案。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-015","COMPANY-ee54dd2aec4676ace75b69c9","天准科技","天准科技2025年年度报告","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12197277","2026-04-25","上市公司年度报告","研发投入，web.open:turn31view3#L202-L208","R_AND_D","2025年研发投入合计34911.98万元，同比增长4.36%，占营业收入19.51%。","34911.98","万元","2025","持续投入机器视觉、工业AI和域控制器技术。","研发总额为公司口径，不能全部计入机器人研发。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W1-EV-016","COMPANY-66f2814bef12313c3befc939","长光华芯","长光华芯2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf","2026-04-18","交易所年度报告","年报业务概览，web.open:turn27view3#L409-L431","BUSINESS_POSITION","公司建立从芯片设计、外延生长、晶圆加工、封装测试到光纤耦合的IDM平台，核心产品包括高功率激光芯片、VCSEL芯片和光通信芯片。","","","2025","属于机器人感知上游的激光/光源候选层。","半导体激光通用业务不等同于机器人专用业务。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-017","COMPANY-66f2814bef12313c3befc939","长光华芯","长光华芯2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf","2026-04-18","交易所年度报告","产品应用，web.open:turn27view3#L409-L471","ROBOT_RELEVANCE","公司披露VCSEL等产品可用于激光雷达、机器视觉定位和3D传感；相关项目处于中试阶段，应用还包括人脸识别、辅助成像和AR/VR。","","","2025","可作为激光雷达、3D感知和机器视觉光源的相邻候选。","仅证明应用方向，未证明机器人客户、订单、定点、量产或机器人收入。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-018","COMPANY-66f2814bef12313c3befc939","长光华芯","长光华芯2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf","2026-04-18","交易所年度报告","主要会计数据，web.open:turn29view3#L209-L273","REVENUE","2025年营业收入为47737.76万元，同比增长75.09%。","47737.76","万元","2025","反映公司整体经营规模。","为公司整体营业收入，不能归因于机器人感知应用。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-019","COMPANY-66f2814bef12313c3befc939","长光华芯","长光华芯2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf","2026-04-18","交易所年度报告","主要会计数据，web.open:turn29view3#L209-L273","NET_PROFIT","2025年归属于上市公司股东的净利润为2176.41万元，扣除非经常性损益后的净利润为-3293.57万元。","2176.41","万元","2025","反映公司整体盈利状态。","利润变化不能直接归因于激光雷达、3D感知或机器人业务。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W1-EV-020","COMPANY-66f2814bef12313c3befc939","长光华芯","长光华芯2025年年度报告","https://big5.sse.com.cn/site/cht/www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-04-18/688048_20260418_WEBK.pdf","2026-04-18","交易所年度报告","研发投入，web.open:turn31view2#L852-L861","R_AND_D","2025年研发投入合计11543.98万元，占营业收入24.18%。","11543.98","万元","2025","高研发强度支撑半导体激光芯片与感知光源开发。","研发总额为公司口径，不能全部计入机器人研发。","OFFICIAL_SOURCE_EXTRACTED"
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