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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"
| "N050HV4-EV-001","COMPANY-94af5bfdd01c23b057b5c766","禾川科技","禾川科技2026年第一季度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12240398&stockid=688320","2026-04-28","交易所正式披露镜像","季度报告，主要会计数据","LATEST_OPERATING_UPDATE","2026年第一季度营业收入约2.72亿元，同比增长18.70%；归母净利润亏损562.96万元，亏损额同比明显收窄。","2.72","亿元营业收入","2026Q1","公司整体经营改善，但尚未实现机器人业务独立量化。","季度报告没有机器人分部收入、客户、订单或利润拆分，整体收入不能归因于机器人。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-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","交易所正式披露","P14-P15及P44-P45，行业覆盖与机器人解决方案","ROBOT_SOLUTION_PRODUCTIZATION","公司称在机器人行业具备较高市场占有率，并以机器人专用控制器、高精度伺服系统和低压多轴一体驱动形成多轴高响应定位方案。","","","2025FY","机器人专用方案已形成产品化组合，而非仅通用伺服的场景描述。","公司未给出市场份额数值、第三方口径、具名客户、订单、装机量或机器人收入，不能升级为行业领先结论。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-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","交易所正式披露","P48-P49，机器人相关研发项目进度","PRODUCT_DEVELOPMENT_STATUS","直线导轨和丝杠项目、J7S/D多轴型项目均已完成开发并列入机器人适用方向；高速电主轴项目仍处开发验证阶段。","2","项机器人相关项目开发完成","2025FY","部分机器人相关执行和驱动产品已完成开发，可继续追踪商业转化。","开发完成不等于客户验证、量产、订单或收入；高速电主轴也不是机器人专属项目。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-EV-004","COMPANY-9a947c0f936f6b80185b3c7c","凌云光","凌云光投资者关系活动记录表（2026年6月）","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12428471&stockid=688400","2026-07-02","交易所正式披露镜像","问题一，具身智能布局与核心能力","ROBOT_DATA_SERVICE_CUSTOMERS","FZMotion光学运动捕捉系统已服务多家机器人厂商，并应用于国内多地具身智能数据采集中心及高校科研院所，提供数据采集与训练服务。","","","2026-06","具身智能业务已进入客户服务和数据中心应用阶段。","未披露客户名称、合同金额、收入、项目数量和续约情况，不能确认规模化商业收入。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-EV-005","COMPANY-9a947c0f936f6b80185b3c7c","凌云光","凌云光投资者关系活动记录表（2026年6月）","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12428471&stockid=688400","2026-07-02","交易所正式披露镜像","问题一，人形机器人量产评估","ROBOT_PRODUCTION_EVALUATION","公司在人形机器人量产环节以AI+视觉评估整机及关键零部件在静止和运动状态下的稳定性、一致性，服务量产质量评价。","","","2026-06","业务位置从训练数据扩展到量产测试与质量评价环节。","服务量产环节不等于公司自身生产机器人，也不证明客户已经大规模量产或形成稳定收入。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-EV-006","COMPANY-9a947c0f936f6b80185b3c7c","凌云光","凌云光投资者关系活动记录表（2026年6月）","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12428471&stockid=688400","2026-07-02","交易所正式披露镜像","问题一及研发变现说明","COMMERCIALIZATION_BOUNDARY","公司将具身智能定位为数据采集训练、量产评测和工业场景探索，但该记录没有披露机器人业务收入、利润、客户名单或订单金额。","0","项机器人收入/订单量化披露","2026-06","当前可以确认业务环节，不能确认财务贡献。","不得把服务多家厂商或量产评测能力改写为具名供货、规模订单或机器人分部业绩。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-EV-007","COMPANY-ee54dd2aec4676ace75b69c9","天准科技","天准科技可转债问询函回复","https://static.sse.com.cn/stock/disclosure/announcement/c/202508/688003_20250815_PG54.pdf","2025-08-15","上交所问询回复","P63，客户储备、意向及潜在订单","NAMED_EMBODIED_ROBOT_CUSTOMERS","公司披露具身智能领域已向智元技术、星海图等多家机器人客户实现销售；截至2025年3月末，智能驾驶及具身智能领域在手订单较2024年末增长。","2","家明确列名具身智能客户","2025Q1","具名客户和销售状态使域控制器业务从产品布局进入商业化验证。","未披露各客户销售金额、订单期限、产品数量或主供/独供关系。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-EV-008","COMPANY-ee54dd2aec4676ace75b69c9","天准科技","天准星智推出Jetson T4000具身大脑域控制器","https://www.tztek.com/overview/news/robotics/68","2026-02-03","公司官网产品与经营更新","正文，星智系列迭代与交付","EMBODIED_CONTROLLER_DELIVERY","天准星智披露星智001完成市场验证、星智002批量落地、星智007继续迭代，2025年量产交付量已达数千台。","1000+","台具身控制器量产交付量级","2025FY","具身大脑域控制器已有量产交付量级，不再仅是研发样品。","公司官网使用“数千台”区间表述，未披露精确数量、客户拆分、单价、收入和利润。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-EV-009","COMPANY-ee54dd2aec4676ace75b69c9","天准科技","天准科技可转债问询函回复","https://static.sse.com.cn/stock/disclosure/announcement/c/202508/688003_20250815_PG54.pdf","2025-08-15","上交所问询回复","P58-P64，具身智能控制器产业化与效益测算","CAPACITY_AND_REVENUE_PLAN","智能驾驶及具身智能控制器项目建设期两年、T+4年达产；具身智能控制器达产年规划销售收入3.83亿元。","3.83","亿元达产年规划收入","2029规划","项目给出明确产业化节奏和收入目标，可作为后续兑现跟踪基线。","规划收入和达产测算不是当前收入、订单或产能；需要后续验证建设进度和实际交付。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-EV-010","COMPANY-66f2814bef12313c3befc939","长光华芯","长光华芯投资者关系活动记录表（2026年第一期）","https://www.9fzt.com/detail/sh_688048_9_8bd974b5e529a7a131229c1e8da1cf15.html","2026-05-08","上市公司投资者关系记录镜像","问题2，2026年第一季度经营情况","LATEST_OPERATING_UPDATE","2026年第一季度营业收入12992.87万元，同比增长37.81%；归母净利润447.96万元，扣非归母净利润仍亏损1156.79万元。","12992.87","万元营业收入","2026Q1","整体收入增长且归母盈利，但主营盈利质量仍需观察。","经营数据为公司整体口径，不能归因于VCSEL、激光雷达或机器人应用。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-EV-011","COMPANY-66f2814bef12313c3befc939","长光华芯","车规级2D可寻址VCSEL新品发布","https://www.everbrightphotonics.com/news_details/24.html","2026-03-18","公司官网产品更新","正文，点光斑VCSEL批量应用场景","ROBOT_SENSOR_BATCH_APPLICATION","公司称10W-100W点光斑VCSEL支持MHz级高重复频率，已批量应用于割草机、无人车和智能机器人等消费级场景。","10-100","W功率覆盖","2026-03","VCSEL产品已在包含智能机器人的终端场景进入批量应用。","官网未披露具名机器人客户、出货数量、订单金额、收入占比或是否为独家供应。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
| "N050HV4-EV-012","COMPANY-66f2814bef12313c3befc939","长光华芯","长光华芯投资者关系活动记录表（2026年第一期）","https://www.9fzt.com/detail/sh_688048_9_8bd974b5e529a7a131229c1e8da1cf15.html","2026-05-08","上市公司投资者关系记录镜像","问题1及问题3，订单与扩产边界","ORDER_AND_CAPACITY_BOUNDARY","公司称光通信和激光传感业务客户订单开始起量；对产能扩充仍将依据客户需求和产业趋势审慎评估。","","","2026Q1","激光传感订单已出现增长信号，但扩产尚未形成正式量化方案。","激光传感包含非机器人应用；未披露机器人订单、客户、金额、实际产能或扩产规模。","CONTENT_SUPPLEMENTED_PENDING_CONCENTRATED_REVIEW"
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