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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"
| "N049W2C-EV-001","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-23/19a98e25-26d5-4f00-a138-fcef2e67be76.PDF","2026-04-23","交易所年度报告","P17-P18；web.open:turn59view0#L487-L510","BUSINESS_AND_ROBOT_POSITION","公司以运动控制产品为主，2018年起进入AGV/AMR和协作机器人等领域，2023年推出高密度无框力矩电机、中空编码器、空心杯电机及微型伺服系统。","","","2025","位于机器人运动控制、关节电机、编码与微型伺服环节。","产品进入机器人场景不等于所有产品均已形成稳定机器人收入，也不能推导未披露的客户份额。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2C-EV-002","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-23/19a98e25-26d5-4f00-a138-fcef2e67be76.PDF","2026-04-23","交易所年度报告","P17；web.open:turn59view0#L487-L494","ROBOT_OPERATING_STATUS","报告期内无框力矩电机交付超过12万台、同比增长20倍以上；公司称行星关节模组、谐波关节模组及高自由度灵巧手已实现批量供应，并获得数十家主流机器人客户订单。","120000","台以上无框力矩电机交付","2025","机器人核心零部件已从研发验证进入明确交付和批量供应阶段。","年度报告未披露上述产品对应的独立收入、客户名单、单一客户份额、合同金额及利润贡献；不得据此推导独供或主供。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2C-EV-003","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-23/19a98e25-26d5-4f00-a138-fcef2e67be76.PDF","2026-04-23","交易所年度报告","P17；web.open:turn59view0#L488-L493","CUSTOMER_AND_CAPACITY","公司披露机器人核心部件进入国内80%主流人形机器人厂商供应体系，获得智元机器人优秀供应商伙伴，并正建设年产200万台自动化制造能力。","200","万台规划年产能","2025","显示客户覆盖和扩产准备明显增强。","供应体系覆盖、奖项和规划产能均不等同于已实现200万台产量、订单或收入；客户关系仅按报告原文保留。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2C-EV-004","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-23/19a98e25-26d5-4f00-a138-fcef2e67be76.PDF","2026-04-23","交易所年度报告","P18；web.open:turn59view0#L495-L518","REVENUE_AND_PROFIT","2025年营业收入18.7384亿元，同比增长18.28%；归母净利润2.2537亿元，同比增长12.42%。","18.7384","亿元营业收入","2025","公司整体经营增长为机器人部件投入和交付提供资金与组织基础。","收入和利润为公司整体口径，不得全部归因于机器人业务。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2C-EV-005","COMPANY-99b6396dc634834c16956f33","雷赛智能","雷赛智能2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-23/19a98e25-26d5-4f00-a138-fcef2e67be76.PDF","2026-04-23","交易所年度报告","P20；web.open:turn59view2#L607-L632","R_AND_D","2025年研发投入2.3660亿元，同比增长21.45%，占营业收入12.63%，全部费用化。","12.63","%研发投入率","2025","持续研发支撑运动控制、无框电机、编码器、关节模组和灵巧手迭代。","研发投入为公司整体口径，不能全部计入机器人业务。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2C-EV-006","COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","双环传动2025年年度报告","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12172151&stockid=002472","2026-04-24","上市公司年度报告镜像","主要业务；web.open:turn61view1#L90-L98","BUSINESS_POSITION","公司主营机械传动齿轮及相关零部件，产品覆盖智能执行机构、工业机器人减速器以及汽车、工程机械等传动应用。","","","2025","位于工业机器人关节减速与智能执行机构环节，同时汽车齿轮仍是主体业务。","产品覆盖不能直接证明人形机器人客户、订单、份额或量产规模。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2C-EV-007","COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","双环传动2025年年度报告","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12172151&stockid=002472","2026-04-24","上市公司年度报告镜像","主要财务指标；web.open:turn61view0#L55-L56;turn60view6#L831-L873","REVENUE_AND_PROFIT","2025年营业收入91.1217亿元，同比增长3.77%；归母净利润12.6152亿元，同比增长23.21%。","91.1217","亿元营业收入","2025","整体盈利增长为精密传动与机器人减速器业务投入提供基础。","整体收入以汽车齿轮等业务为主，不得将全部增长归因于机器人。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2C-EV-008","COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","双环传动2025年年度报告","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12172151&stockid=002472","2026-04-24","上市公司年度报告镜像","合并利润表；web.open:turn60view6#L831-L849","R_AND_D","2025年研发费用4.9051亿元，同比增长7.56%，约占营业收入5.38%。","4.9051","亿元研发费用","2025","研发覆盖高精密齿轮、智能执行机构与工业机器人减速器等产品能力。","研发费用为合并整体口径，不能全部归属于机器人。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2C-EV-009","COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","双环传动2025年年度报告","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12172151&stockid=002472","2026-04-24","上市公司年度报告镜像","子公司重大事项；web.open:turn60view7#L553","ROBOT_OPERATING_STATUS","控股子公司浙江环动机器人关节科技股份有限公司聚焦机器人关节业务，其科创板分拆上市申请已获上交所受理，报告期末仍在审核推进。","","","2025","机器人关节业务已有独立经营主体和资本市场申报路径。","上市申报受理不等于上市完成，也不证明特定客户、订单或未来业绩。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2C-EV-010","COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","双环传动2025年年度报告","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12172151&stockid=002472","2026-04-24","上市公司年度报告镜像","分产品收入；年报产品收入表","ROBOT_REVENUE_GAP","年报披露智能执行机构等产品收入，但未将工业机器人减速器或人形机器人业务单独列示为可直接复算的收入分部。","","","2025","现有公开口径可以确认产品和经营主体，不足以建立机器人独立收入时间序列。","不得把智能执行机构大类收入全部映射为机器人收入，也不得以关联交易中的同名产品替代分部口径。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2C-EV-011","COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","拓普集团2025年年度报告","https://www.tuopu.com/wp-content/uploads/2026/03/%E6%8B%93%E6%99%AE%E9%9B%86%E5%9B%A22025%E5%B9%B4%E5%B9%B4%E5%BA%A6%E6%8A%A5%E5%91%8A.pdf","2026-03-24","公司官网年度报告","主营业务及机器人事业部章节","BUSINESS_POSITION","公司在汽车零部件业务之外布局机器人执行器，产品方向包括直线执行器、旋转执行器、灵巧手、传感器、躯干结构、足部减震器和电子柔性皮肤。","","","2025","覆盖人形机器人关节执行、手部、传感、结构件和缓冲部件。","产品矩阵不等于全部产品已量产，也不等于形成稳定客户、订单或份额。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2C-EV-012","COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","拓普集团2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12012707&stockid=601689","2026-03-24","上市公司年度报告镜像","主营业务分产品；web.open:turn63view2#L177-L205","ROBOT_REVENUE","2025年机器人执行器营业收入1359.12万元，同比增长1.22%，营业成本975.17万元，毛利率28.25%。","1359.12","万元机器人执行器收入","2025","年报已首次提供可直接复算的机器人执行器收入，但规模仍显著小于汽车零部件主业。","披露的产销量单位为不适用，不能从收入反推执行器数量、客户结构或量产规模。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2C-EV-013","COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","拓普集团2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12012707&stockid=601689","2026-03-24","上市公司年度报告镜像","经营数据；web.open:turn63view1#L167-L176;turn63view3#L110-L116","REVENUE_AND_PROFIT","2025年营业收入295.8146亿元，同比增长11.21%；归母净利润27.7907亿元，同比下降7.38%。","295.8146","亿元营业收入","2025","公司整体规模为机器人执行器研发和产能建设提供资源基础。","整体收入和利润主要来自汽车零部件，不能归因于机器人执行器。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2C-EV-014","COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","拓普集团2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12012707&stockid=601689","2026-03-24","上市公司年度报告镜像","研发投入；web.open:turn63view1#L236-L250","R_AND_D","2025年研发投入14.9604亿元，同比增长22.20%，占营业收入5.06%，全部费用化。","14.9604","亿元研发投入","2025","研发投入覆盖汽车电子、热管理、底盘及机器人执行器等多个方向。","整体研发投入不能全部归属于机器人业务。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2C-EV-015","COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","拓普集团2025年年度报告","https://www.tuopu.com/wp-content/uploads/2026/03/%E6%8B%93%E6%99%AE%E9%9B%86%E5%9B%A22025%E5%B9%B4%E5%B9%B4%E5%BA%A6%E6%8A%A5%E5%91%8A.pdf","2026-03-24","公司官网年度报告","未来发展和产能规划章节","ROBOT_OPERATING_STATUS","年报将机器人执行器继续迭代、进入量产及相关基地投产列为后续计划；2025年已有小额收入，但量产进展仍需以后续披露验证。","","","2025","机器人执行器处于从产品收入向规模制造能力推进的早期阶段。","前瞻性计划不构成已量产、已满产、已获确定订单或未来业绩承诺。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2C-EV-016","COMPANY-35e7000912a6caf1f24b2473","兆威机电","兆威机电2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-31/1225057987.PDF","2026-03-31","巨潮资讯年度报告","主要产品；web.open:turn59view7#L172-L181","BUSINESS_AND_ROBOT_POSITION","公司以微型传动、微电机和电控系统协同为核心，机器人产品包括人形机器人灵巧手核心驱动模组和仿生机器人灵巧手。","","","2025","位于灵巧手、微型传动、微电机和驱动控制环节。","产品展示不等于特定客户定点、批量订单或机器人独立收入。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2C-EV-017","COMPANY-35e7000912a6caf1f24b2473","兆威机电","兆威机电2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-31/1225057987.PDF","2026-03-31","巨潮资讯年度报告","P10-P18主要业务与经营情况；web.open:turn61view8#L177-L182","ROBOT_RELEVANCE","灵巧手核心驱动模组采用机电一体化设计和高性能电机，支持高传动比与六自由度动作；仿生灵巧手集结构、软硬件研发于一体，可配合具身机器人执行复杂抓握。","","","2025","形成从核心驱动模组到整手系统的产品覆盖。","功能说明不能替代可靠性、寿命、成本、客户验证或规模出货证据。","OFFICIAL_SOURCE_EXTRACTED"
| "N049W2C-EV-018","COMPANY-35e7000912a6caf1f24b2473","兆威机电","兆威机电2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12046723&stockid=003021","2026-03-31","上市公司年度报告镜像","业绩驱动因素；web.open:turn59view7#L181-L182","REVENUE_AND_PROFIT","2025年营业收入17.1553亿元，同比增长12.52%；归母净利润2.5429亿元，同比增长12.97%。","17.1553","亿元营业收入","2025","整体经营增长为机器人微型驱动和灵巧手开发提供基础。","收入和利润为公司整体口径，不得全部归因于机器人产品。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2C-EV-019","COMPANY-35e7000912a6caf1f24b2473","兆威机电","兆威机电2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12046723&stockid=003021","2026-03-31","上市公司年度报告镜像","研发投入；web.open:turn60view10#L316-L334","R_AND_D","2025年研发投入1.7430亿元，同比增长12.36%，占营业收入10.16%，全部费用化。","10.16","%研发投入率","2025","研发投入支撑微型传动、电机、电控和机器人灵巧手产品迭代。","整体研发投入不能全部归属于机器人业务。","OFFICIAL_DISCLOSURE_EXTRACTED"
| "N049W2C-EV-020","COMPANY-35e7000912a6caf1f24b2473","兆威机电","兆威机电2025年年度报告","https://static.cninfo.com.cn/finalpage/2026-03-31/1225057987.PDF","2026-03-31","巨潮资讯年度报告","机器人产品与经营章节","ROBOT_OPERATING_STATUS","年报已经展示灵巧手核心驱动模组和整手产品，但未单列机器人收入、客户、订单、出货量或利润贡献。","","","2025","产品形态比概念性布局更清晰，但商业化规模仍需后续量化披露。","不得把公司整体收入、产业园投产或通用驱动业务直接等同于机器人产品量产。","OFFICIAL_SOURCE_EXTRACTED"
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