Cai
2026-08-21 b5cd4db7bf43d92dcd6f1a58c7be0f2f46ef3ea4
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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"
"N052-EV-001","COMPANY-57593539a809aeff1e159fda","立讯精密","立讯精密2025年度董事会工作报告","https://static.cninfo.com.cn/finalpage/2026-04-15/1225104929.PDF","2026-04-15","CNINFO_OFFICIAL_DISCLOSURE","P7 L334-L345","MANUFACTURING_PLATFORM","公司披露全栈开发与智造平台汇聚超过260种工艺制程并支撑超过500种产品类别,从零组件、复杂模组延伸至系统级产品。","260+|500+","processes|product_categories","2025","为灵巧手、连接线束、结构件和整机装配提供工程与规模制造底座。","平台能力不等于已取得机器人客户或订单。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-002","COMPANY-57593539a809aeff1e159fda","立讯精密","立讯精密2025年度董事会工作报告","https://static.cninfo.com.cn/finalpage/2026-04-15/1225104929.PDF","2026-04-15","CNINFO_OFFICIAL_DISCLOSURE","P8 L364-L374","GLOBAL_CAPACITY","公司披露已在近30个国家部署超过100个生产基地,并建立从前端创新试产到海外大规模量产的转换机制。","30|100+","countries|production_sites","2025","若机器人项目进入量产,公司具备全球化NPI与交付基础。","未披露机器人专用基地、产能或利用率。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-003","COMPANY-57593539a809aeff1e159fda","立讯精密","立讯精密2025年度董事会工作报告","https://static.cninfo.com.cn/finalpage/2026-04-15/1225104929.PDF","2026-04-15","CNINFO_OFFICIAL_DISCLOSURE","P9-P10 L407-L418","ROBOTICS_INVESTMENT","公司把具身智能机器人装备列入未来前沿领域探索投入,与高速互连、散热和集成电源并列。","具身智能机器人装备","declared_frontier_area","2026 outlook","机器人已进入正式研发投入边界,但披露仍停留在平台与方向层面。","不把探索投入写成已量产、已供货或已形成收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-004","COMPANY-57593539a809aeff1e159fda","立讯精密","立讯精密2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12091103&stockid=002475","2026-04-15","OFFICIAL_REPORT_MIRROR","年度报告产品矩阵与分部披露","DISCLOSURE_GAP","正式年报将具身智能相关产品纳入产品边界,但未单列机器人客户、订单、出货、产能、收入和利润。","0","robot_specific_quantitative_disclosures","2025","本轮维持平台型核心候选,后续只跟踪客户侧或公司新增量产披露。","禁止用媒体供应链传闻替代正式客户和订单事实。","OPEN_HIGH_VALUE_GAP"
"N052-EV-005","COMPANY-470b28eafd515440b4696034","银轮股份","银轮股份2026年2月11日投资者关系活动记录表","https://static.cninfo.com.cn/finalpage/2026-02-11/1224977047.PDF","2026-02-11","CNINFO_OFFICIAL_IR","P0-P1 L27-L51","PRODUCT_PORTFOLIO","公司将具身智能作为四大业务板块之一,并披露1+4+N布局:旋转关节、执行器、灵巧手、热管理四类总成以及电机、微型电机、躯体结构件和换热器等零部件。","1+4+N","portfolio","2026-02","银轮的机器人定位已从单一热管理扩展到关节、执行器与灵巧手模组。","产品矩阵不等于每个品类均已量产。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-006","COMPANY-470b28eafd515440b4696034","银轮股份","银轮股份2026年2月11日投资者关系活动记录表","https://static.cninfo.com.cn/finalpage/2026-02-11/1224977047.PDF","2026-02-11","CNINFO_OFFICIAL_IR","P1 L46-L51","CUSTOMER_AND_SUPPLY_STAGE","公司披露已与部分头部重要客户形成合作,其中部分品类已经配套供货,部分品类仍处开发阶段。","部分品类","supply_stage","2026-02","这是从产品布局推进到客户合作和实际配套供货的关键增量。","客户名称、具体品类、订单金额、供货量和量产定义均未披露。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-007","COMPANY-470b28eafd515440b4696034","银轮股份","银轮股份2025年4月21日投资者关系活动记录表","https://static.cninfo.com.cn/finalpage/2025-04-21/1223196126.PDF","2025-04-21","CNINFO_OFFICIAL_IR","P2-P3 L110-L119","IP_AND_DEVELOPMENT","截至2024年末公司已获得机器人领域10项专利授权,并披露关键零部件开发和市场拓展取得进展。","10","authorized_patents","2024 year-end","专利和市场拓展为1+4+N产品推进提供技术基础。","专利数量不能证明订单或商业收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-008","COMPANY-470b28eafd515440b4696034","银轮股份","银轮股份2026年2月11日投资者关系活动记录表","https://static.cninfo.com.cn/finalpage/2026-02-11/1224977047.PDF","2026-02-11","CNINFO_OFFICIAL_IR","P2 L65-L70","DISCLOSURE_GAP","公司预期具身智能等新业务未来逐步释放规模,但本记录未披露机器人业务收入、毛利、具体订单和产能利用率。","0","robot_specific_financial_disclosures","2026-02","下一轮应等公司披露具体配套品类和经营量化,不再重复验证产品矩阵。","不得把部分配套供货外推为全部四类总成量产。","OPEN_HIGH_VALUE_GAP"
"N052-EV-009","COMPANY-fd0a7ac651ed5799c558683c","英搏尔","英搏尔2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12090209&stockid=300681","2026-04-15","OFFICIAL_REPORT_MIRROR","年度报告管理层讨论与财务报表","OPERATING_SCALE","2025年公司营业收入38.743626亿元,同比增长59.45%;归母净利润1.857584亿元,同比增长161.62%。","38.743626|1.857584","CNY_100M|CNY_100M","2025","主业规模和盈利修复为关节模组研发提供资源基础。","公司整体经营数据不能视为机器人业务收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-010","COMPANY-fd0a7ac651ed5799c558683c","英搏尔","英搏尔2026年4月16日投资者关系活动记录表","https://vip.stock.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?CompanyCode=80520867&gather=1&id=12104120","2026-04-16","OFFICIAL_IR_MIRROR","L45-L53","ROBOT_JOINT_MODULE_STAGE","公司依托动力系统技术积淀布局关节模组,采用GaN器件,强调高集成和高可靠,适配新能源汽车及机器人,目前研发顺利。","研发顺利","development_stage","2026-04","英搏尔的机器人直接产品定位在关节模组及驱控集成。","研发顺利不等于完成样机验证、客户定点或量产。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-011","COMPANY-fd0a7ac651ed5799c558683c","英搏尔","英搏尔2024年年度报告","https://static.cninfo.com.cn/finalpage/2025-04-23/1223211803.PDF","2025-04-23","CNINFO_OFFICIAL_DISCLOSURE","关节模组合作开发章节","PARTNER_DEVELOPMENT","公司披露与丰立智能合作开发关节模组,以补足精密传动技术并形成电机与减速器集成产品能力。","丰立智能","development_partner","2024-2025","合作使英搏尔从电驱延伸至机器人关节模组。","合作开发不等于双方已有机器人订单、客户或批量交付。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-012","COMPANY-fd0a7ac651ed5799c558683c","英搏尔","英搏尔2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12090209&stockid=300681","2026-04-15","OFFICIAL_REPORT_MIRROR","机器人关节模组与分部披露","DISCLOSURE_GAP","公司未单列机器人关节模组收入、客户、订单、样机数量、量产时间、产能或盈利贡献。","0","robot_specific_quantitative_disclosures","2025","英搏尔维持研发阶段核心候选,下一有效触发器是样机、定点或批量订单。","不得把汽车和低空客户迁移为机器人客户。","OPEN_HIGH_VALUE_GAP"
"N052-EV-013","COMPANY-d0f72d5d96eb46a33e07d1ec","安培龙","安培龙2026年2月投资者关系活动记录表","https://static.cninfo.com.cn/finalpage/2026-02-03/1224965225.PDF","2026-02-03","CNINFO_OFFICIAL_IR","P1 L54-L60","CUSTOMER_VALIDATION","公司披露压式测力、拉压力、弯矩、扭矩和六维力传感器已与多家国内机器人企业进行送样测试及技术交流。","多家","domestic_robot_companies","2026-02","安培龙已经进入真实客户验证环节,超过仅有产品目录的阶段。","送样测试和技术交流不等于客户定点、订单或批量供货。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-014","COMPANY-d0f72d5d96eb46a33e07d1ec","安培龙","安培龙2026年2月投资者关系活动记录表","https://static.cninfo.com.cn/finalpage/2026-02-03/1224965225.PDF","2026-02-03","CNINFO_OFFICIAL_IR","P1-P2 L60-L68","CAPACITY_PLAN","公司拟通过力传感器产线建设项目新增年产约50万只力传感器产能,覆盖拉压力、力矩和六维力传感器,并采用金属应变片及MEMS硅基应变片工艺。","50","10K_units_per_year","planned project","若项目完成,将形成从多技术路线研发到规模制造的基础。","规划产能不是现有产能、产量、订单或产能利用率。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-015","COMPANY-d0f72d5d96eb46a33e07d1ec","安培龙","安培龙2026年度向特定对象发行股票预案","https://static.cninfo.com.cn/finalpage/2026-01-08/1224923410.PDF","2026-01-08","CNINFO_OFFICIAL_DISCLOSURE","P4 募集资金用途表","PROJECT_INVESTMENT","力传感器产线建设项目总投资6250万元,拟投入募集资金6040万元;MEMS传感器芯片研发及产业化项目总投资5790万元,拟投入募集资金5640万元。","6250|6040|5790|5640","CNY_10K","planned financing","力传感器和MEMS芯片形成明确资本投入路径。","募投金额及效益测算不能写成已投入、已达产或已实现收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N052-EV-016","COMPANY-d0f72d5d96eb46a33e07d1ec","安培龙","安培龙2026年2月投资者关系活动记录表","https://static.cninfo.com.cn/finalpage/2026-02-03/1224965225.PDF","2026-02-03","CNINFO_OFFICIAL_IR","P2-P3 L92-L108","MEMS_INTERNALIZATION","公司计划研发力传感器用MEMS半导体应变片等芯片,并在项目实施后形成超过500万个MEMS压力传感器芯片模组年产能,主要满足内部自产需求。","500+","10K_modules_per_year","planned project","MEMS自供有助于成本、质量一致性和力传感器技术平台建设。","500万模组是压力传感器芯片模组规划,不能等同机器人六维力产能。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"