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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"
| "N049W2A-EV-001","COMPANY-141dcd01441d8c955f6a9a8f","埃斯顿","埃斯顿2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12045910&stockid=002747","2026-03-31","上市公司年度报告","主要业务概览；年报摘要turn36search12","BUSINESS_POSITION","公司业务覆盖自动化核心部件及运动控制系统、工业机器人、机器人工作站、机器人应用解决方案和智能制造系统。","","","2025","覆盖控制驱动、机器人本体和智能制造系统。","业务全链条表述不等同于所有环节均形成同等收入或市场地位。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2A-EV-002","COMPANY-141dcd01441d8c955f6a9a8f","埃斯顿","埃斯顿2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12045910&stockid=002747","2026-03-31","上市公司年度报告","分产品收入，web.open:turn43view0#L168-L190","ROBOT_SEGMENT_REVENUE","工业机器人及智能制造系统收入399682.79万元，占营业收入81.77%，同比增长31.80%。","399682.79","万元","2025","机器人本体和智能制造系统是公司主要收入来源。","该分部同时包含工业机器人与智能制造系统，不能拆分为单一机器人本体收入，更不能外推具身/人形机器人收入。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2A-EV-003","COMPANY-141dcd01441d8c955f6a9a8f","埃斯顿","埃斯顿2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12045910&stockid=002747","2026-03-31","上市公司年度报告","主要会计数据，web.open:turn40view1#L124-L135","REVENUE_AND_PROFIT","2025年营业收入488801.10万元，同比增长21.93%；归母净利润4497.22万元，实现同比扭亏。","488801.10","万元营业收入","2025","反映公司整体经营规模与盈利修复。","整体利润不能只归因于机器人分部。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2A-EV-004","COMPANY-141dcd01441d8c955f6a9a8f","埃斯顿","埃斯顿2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12045910&stockid=002747","2026-03-31","上市公司年度报告","研发投入，web.open:turn43view1#L252-L268","R_AND_D","2025年研发投入47606.97万元，占营业收入9.74%；研发人员968人。","47606.97","万元","2025","研发覆盖机器人、运动控制与智能制造。","研发总额不能全部归因于机器人本体。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2A-EV-005","COMPANY-141dcd01441d8c955f6a9a8f","埃斯顿","埃斯顿2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12045910&stockid=002747","2026-03-31","上市公司年度报告","主要子公司，web.open:turn37view1#L343-L351","OPERATING_STRUCTURE","埃斯顿机器人、CLOOS、埃斯顿江苏智能公司和德国迅迈等子公司覆盖工业机器人及智能制造系统；2025年还设立具身智能机器人创新中心控股公司。","","","2025","公司在工业机器人、焊接机器人和具身智能研发组织上已有体系化布局。","设立创新中心不代表已形成具身智能产品收入、订单或量产。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2A-EV-006","COMPANY-46852fd524e431d316d91b73","汇川技术","汇川技术2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-04-28/1225208488.PDF","2026-04-28","交易所年度报告","业务概览，web.open:turn34view1#L2055-L2066","BUSINESS_POSITION","公司形成控制、驱动、执行、传感、机器人等工业科技产品和解决方案组合，并把智能机器人列为战略新业务。","","","2025","覆盖机器人控制、驱动、执行、视觉和本体。","工业自动化整体业务不能等同于机器人业务。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-007","COMPANY-46852fd524e431d316d91b73","汇川技术","汇川技术2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-04-28/1225208488.PDF","2026-04-28","交易所年度报告","智能机器人产品，web.open:turn40view2#L368-L385","ROBOT_RELEVANCE","产品包括SCARA、六关节与协作机器人，机器视觉，以及七自由度仿生臂、旋转/直线执行器、无框力矩电机、低压直流驱动器、行星滚柱丝杠和编码器等人形机器人零部件。","","","2025","形成机器人本体、视觉和人形机器人核心零部件矩阵。","年报称智能机器人为战略新业务，未单列人形机器人收入、具名客户、定点或量产规模。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-008","COMPANY-46852fd524e431d316d91b73","汇川技术","汇川技术2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-04-28/1225208488.PDF","2026-04-28","交易所年度报告","经营与研发，web.open:turn37view3#L2449-L2453","REVENUE_AND_PROFIT","2025年营业收入451.05亿元，同比增长21.77%；归母净利润50.50亿元，同比增长17.84%。","451.05","亿元营业收入","2025","反映公司整体经营规模。","整体经营数据不能归因于智能机器人业务。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-009","COMPANY-46852fd524e431d316d91b73","汇川技术","汇川技术2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-04-28/1225208488.PDF","2026-04-28","交易所年度报告","研发投入，web.open:turn37view5#L548-L553","R_AND_D","2025年研发投入42.56亿元，研发费用率9.44%；研发人员7670人。","42.56","亿元","2025","研发能力支撑多品类机器人核心部件与本体平台。","研发投入为公司整体口径，不能全部计入机器人研发。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-010","COMPANY-46852fd524e431d316d91b73","汇川技术","汇川技术2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-04-28/1225208488.PDF","2026-04-28","交易所年度报告","市场地位与计划，web.open:turn40view2#L376-L385;turn37view4#L2122-L2130","ROBOT_OPERATING_STATUS","年报披露2025年工业机器人中国市场出货量份额8.8%、排名第四，本土厂商第二；SCARA份额约28%、排名第一，并计划继续迭代人形机器人核心零部件。","","","2025","工业机器人已形成市场地位，人形机器人零部件仍处持续迭代和客户拓展阶段。","第三方市场份额口径与公司披露并存，不代表人形机器人业务份额或收入。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-011","COMPANY-c4143a95cbdf9879bec86e8d","绿的谐波","绿的谐波2025年年度报告（更正后）","https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-10/688017_20260710_12KQ.pdf","2026-07-10","交易所更正后年度报告","产品与技术，文本定位镜像web.open:turn39view1#L234-L284","BUSINESS_POSITION","公司核心技术与产品覆盖精密谐波减速器、专用轴承、行星滚柱丝杠和机电一体化执行器。","","","2025","属于机器人精密传动和执行部件核心企业。","产品组合不等同于所有新品均已实现规模收入。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-012","COMPANY-c4143a95cbdf9879bec86e8d","绿的谐波","绿的谐波2025年年度报告（更正后）","https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-10/688017_20260710_12KQ.pdf","2026-07-10","交易所更正后年度报告","机器人产品，文本定位镜像web.open:turn43view2#L191-L214","ROBOT_RELEVANCE","轻量型和超小型谐波减速器面向协作/智能机器人及手指关节；KGU轻量小型旋转执行器适用于智能机器人，并形成线性执行器、无框力矩电机和伺服驱动器产品。","","","2025","覆盖旋转关节、线性执行与精密传动。","产品适用性不等同于具名客户、订单、主供/独供或实际装机规模。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-013","COMPANY-c4143a95cbdf9879bec86e8d","绿的谐波","绿的谐波2025年年度报告（更正后）","https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-10/688017_20260710_12KQ.pdf","2026-07-10","交易所更正后年度报告","主要会计数据，文本定位镜像web.open:turn40view0#L123-L142","REVENUE_AND_PROFIT","2025年营业收入57071.40万元，同比增长47.31%；归母净利润12436.69万元，同比增长121.42%。","57071.40","万元营业收入","2025","反映精密传动与具身智能相关业务扩张后的整体经营。","公司说明增长与工业机器人份额提升和具身智能业务扩张有关，但不能据此拆分具身智能收入。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-014","COMPANY-c4143a95cbdf9879bec86e8d","绿的谐波","绿的谐波2025年年度报告（更正后）","https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-10/688017_20260710_12KQ.pdf","2026-07-10","交易所更正后年度报告","研发投入，文本定位镜像web.open:turn39view1#L293-L298","R_AND_D","2025年研发投入5390.75万元，同比增长8.70%，占营业收入9.45%。","5390.75","万元","2025","研发覆盖谐波减速器、关节模组、滚柱丝杠和执行器。","研发投入为公司整体口径，不能全部计入人形机器人。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-015","COMPANY-c4143a95cbdf9879bec86e8d","绿的谐波","绿的谐波2025年年度报告（更正后）","https://static.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-10/688017_20260710_12KQ.pdf","2026-07-10","交易所更正后年度报告","财务指标说明，文本定位镜像web.open:turn39view4#L128-L142","OPERATING_STATUS","公司披露营业收入和利润增长主要受工业机器人行业份额提升、具身智能机器人业务规模增长和运营效率提升影响。","","","2025","具身智能业务已对整体增长产生影响。","未披露具身智能机器人业务的独立收入、客户或量产数量。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-016","COMPANY-ae07a193ac0cb02ab88d51e3","三花智控","三花智控2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-24/1225026522.PDF","2026-03-24","交易所年度报告","分产品业务，web.open:turn40view3#L449-L493","BUSINESS_POSITION","公司2025年收入仍由制冷空调电器零部件和汽车零部件两大板块构成，年报未单列机器人业务收入。","","","2025","机器人执行器为公司从电机与机电控制能力延伸的新业务。","不能把制冷或汽车零部件收入解释为机器人收入。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-017","COMPANY-ae07a193ac0cb02ab88d51e3","三花智控","未来产业中心投资协议公告及投资者关系记录","https://static.cninfo.com.cn/finalpage/2024-01-04/1218801697.PDF","2024-01-04","交易所临时公告","项目投资，web.search:turn42search12","ROBOT_RELEVANCE","公司签署机器人机电执行器和域控制器研发及生产基地项目投资协议，计划总投资不低于38亿元；后续投资者记录披露机电执行器覆盖伺服电机、减速机构、编码器及传感器，并处于客户研发、试制和迭代阶段。","38","亿元计划投资","2024-2025","覆盖机器人机电执行器、域控制器及内部核心部件。","计划投资存在实施与进度不确定性；研发、试制和迭代不等同于已经量产、形成收入或获得正式定点。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-018","COMPANY-ae07a193ac0cb02ab88d51e3","三花智控","三花智控2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-24/1225026522.PDF","2026-03-24","交易所年度报告","主要会计数据，web.open:turn37view8#L123-L140","REVENUE_AND_PROFIT","2025年营业收入310.12亿元，同比增长10.97%；归母净利润40.63亿元，同比增长31.10%。","310.12","亿元营业收入","2025","反映公司整体经营规模。","年报未单列机器人业务，不能将整体收入或利润归因于机器人执行器。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-019","COMPANY-ae07a193ac0cb02ab88d51e3","三花智控","三花智控2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-24/1225026522.PDF","2026-03-24","交易所年度报告","研发费用，web.open:turn43view3#L680-L698","R_AND_D_EXPENSE","2025年研发费用13.74亿元，同比增长1.65%。","13.74","亿元","2025","整体研发能力为机器人机电执行器研发提供平台基础。","研发费用为公司整体口径，不能全部计入机器人业务。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2A-EV-020","COMPANY-ae07a193ac0cb02ab88d51e3","三花智控","三花智控投资者关系活动记录","https://static.cninfo.com.cn/finalpage/2025-04-30/1223454224.PDF","2025-04-30","交易所投资者关系记录","仿生机器人布局，web.search:turn42search14","OPERATING_STATUS","公司称仿生机器人机电执行器业务处于配合客户产品研发、试制、迭代并推进未来量产落地阶段。","","","2025","证明客户协同研发和产品迭代正在推进。","不得把“推进量产落地”改写成“已经量产”，不得猜测客户名称、定点、订单或收入。","OFFICIAL_SOURCE_EXTRACTED"
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