mbx/mb-project-info.git

"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"
"N054-EV-001","COMPANY-d387f3403ec78a0a4cc90e1f","江苏雷利-鼎智科技","江苏雷利2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12251852&stockid=300660","2026-04-29","OFFICIAL_REPORT_MIRROR","L486-L488","FINANCIAL_SCALE","江苏雷利2025年实现营业收入41.80亿元、归母净利润2.99亿元，分别同比增长18.77%和1.51%。","41.80|2.99","100m_CNY_revenue|100m_CNY_net_profit","2025","总体经营规模和盈利可支撑机器人执行端产品继续投入。","公司整体收入和利润不能替代机器人相关零部件收入或利润。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-002","COMPANY-d387f3403ec78a0a4cc90e1f","江苏雷利-鼎智科技","江苏雷利2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12251852&stockid=300660","2026-04-29","OFFICIAL_REPORT_MIRROR","管理层讨论与分析/机器人相关零部件业务","ROBOT_REVENUE","报告期机器人相关零部件业务收入2466万元，同比增长157.62%，约占公司总收入0.59%。","2466|157.62|0.59","10k_CNY|percent_yoy|percent_of_total","2025","公司已形成可量化机器人收入，但仍处低基数高速增长阶段。","该口径未拆空心杯、丝杠、关节模组、灵巧手或具体客户利润。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-003","COMPANY-d387f3403ec78a0a4cc90e1f","江苏雷利-鼎智科技","江苏雷利2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12251852&stockid=300660","2026-04-29","OFFICIAL_REPORT_MIRROR","L488","NAMED_CUSTOMER_AND_ORDER_STAGE","公司与南京蔚蓝科技建立战略合作，关节模组持续放量；鼎智科技成为智元机器人优秀供应商并形成稳定订单供应。","2","named_customer_relationships","2025","客户关系从泛化供应链进入具名合作和稳定订单阶段。","未披露客户采购数量、订单金额、份额、主供或独供状态。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-004","COMPANY-d387f3403ec78a0a4cc90e1f","江苏雷利-鼎智科技","江苏雷利2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12251852&stockid=300660","2026-04-29","OFFICIAL_REPORT_MIRROR","L488;L465-L475","PRODUCT_AND_CAPACITY_PLATFORM","公司已形成空心杯电机、精密齿轮箱、滚珠丝杠、行星滚柱丝杠、无框力矩电机等产品矩阵；泰国鼎智截至2025年末处于试生产。","5|试生产","product_families|Thailand_stage","2025","电机、传动和关节执行端的产品拼图及海外制造准备较完整。","泰国试生产未披露机器人专线设计产能、良率和实际出货。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-005","COMPANY-ce6bc5bb0a43dadc5a50d89f","鸣志电器","鸣志电器2025年年度报告","https://dataclouds.cninfo.com.cn/shgonggao/hsomarket/2026/20260424/abc05b03cb104d2da823223e1ece1858.PDF","2026-04-25","SSE_OFFICIAL_DISCLOSURE","P7 L288-L309","FINANCIAL_SCALE","鸣志电器2025年营业收入27.62亿元，同比增长14.32%；归母净利润6113万元，同比下降21.54%。","2761977833.25|61127989.43","CNY_revenue|CNY_net_profit","2025","收入增长而利润承压，机器人高增长产品尚未转化为可单列利润贡献。","不得将控制电机整体增长直接归因于机器人。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-006","COMPANY-ce6bc5bb0a43dadc5a50d89f","鸣志电器","鸣志电器2025年年度报告","https://dataclouds.cninfo.com.cn/shgonggao/hsomarket/2026/20260424/abc05b03cb104d2da823223e1ece1858.PDF","2026-04-25","SSE_OFFICIAL_DISCLOSURE","P12-P13 L588-L600","MARKET_POSITION_AND_CAPACITY","公司步进系统全球营收规模超过2亿美元、位居全球前三；空心杯无齿槽电机业务连续两年营收增速超过40%，并推进越南高功率密度无刷无齿槽电机产能建设。","200m+|40%+","USD_stepper_revenue|two_year_growth","2025","成熟步进底盘与快速增长的空心杯产品构成机器人微型执行端基础。","未披露越南设计产能、投产时间、机器人客户占比或空心杯绝对收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-007","COMPANY-ce6bc5bb0a43dadc5a50d89f","鸣志电器","鸣志电器2025年年度报告","https://dataclouds.cninfo.com.cn/shgonggao/hsomarket/2026/20260424/abc05b03cb104d2da823223e1ece1858.PDF","2026-04-25","SSE_OFFICIAL_DISCLOSURE","P13 L601-L609","SYSTEM_SOLUTION","公司通过AMP、T Motion等平台完善精密齿轮箱电机、直线丝杠电机执行器和机电一体化运动控制模组，自动化系统业务正面向人形机器人提供从部件到系统的方案。","部件到系统","solution_scope","2025","鸣志不只是单电机供应商，具备电机、驱动、传动和模组协同能力。","系统方案能力不等于已获人形机器人量产订单或主供地位。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-008","COMPANY-ce6bc5bb0a43dadc5a50d89f","鸣志电器","鸣志电器2025年年度报告","https://dataclouds.cninfo.com.cn/shgonggao/hsomarket/2026/20260424/abc05b03cb104d2da823223e1ece1858.PDF","2026-04-25","SSE_OFFICIAL_DISCLOSURE","年度报告分产品与客户披露","DISCLOSURE_GAP","年报确认空心杯和人形机器人系统方向，但未单列机器人业务绝对收入、具名客户、订单金额、出货量、ASP和毛利。","0","robot_specific_complete_disclosures","2025","下一有效更新应聚焦机器人客户侧采购和分应用经营数据。","禁止把空心杯总体增速或步进系统全球收入直接写成机器人收入。","OPEN_HIGH_VALUE_GAP"
"N054-EV-009","COMPANY-5139a34c968308b7b34b9b36","伟创电气","伟创电气2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12094631&stockid=688698","2026-04-16","OFFICIAL_REPORT_MIRROR","L181-L198","FINANCIAL_SCALE_AND_RND","伟创电气2025年营业收入19.46亿元、归母净利润2.63亿元；研发投入2.43亿元，占收入12.50%。","1946203477.89|262774139.01|243287359.49|12.50","CNY_revenue|CNY_net_profit|CNY_RND|percent_RND_ratio","2025","高研发强度为低压伺服、空心杯和关节模组开发提供资源基础。","整体研发投入未拆机器人专项人力和资本化回报。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-010","COMPANY-5139a34c968308b7b34b9b36","伟创电气","伟创电气2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12094631&stockid=688698","2026-04-16","OFFICIAL_REPORT_MIRROR","L282-L288","ROBOT_PRODUCT_MATRIX","机器人核心零部件覆盖SD100低压伺服、SD200空心杯驱动器、RB100一体轮、RB200三类关节、RB300伺服一体机、ECH空心杯电机和FT1无框力矩电机。","8+","product_series","2025","伟创已形成驱动、电机、轮式模组和旋转关节的完整执行端矩阵。","产品列示不等于全部进入客户定点、量产或形成销售收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-011","COMPANY-5139a34c968308b7b34b9b36","伟创电气","伟创电气2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12094631&stockid=688698","2026-04-16","OFFICIAL_REPORT_MIRROR","主营业务分产品表/L499-L506","SERVO_BUSINESS_SCALE","2025年伺服系统及控制系统收入5.77亿元，同比增长16.39%，毛利率31.47%。","5.77|16.39|31.47","100m_CNY|percent_yoy|percent_gross_margin","2025","成熟伺服业务是机器人驱控的经营底盘，但机器人专用产品仍需单独拆分。","不能用伺服板块收入和毛利率替代机器人产品收入或毛利。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-012","COMPANY-5139a34c968308b7b34b9b36","伟创电气","伟创电气2025年年度报告","https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12094631&stockid=688698","2026-04-16","OFFICIAL_REPORT_MIRROR","L389-L395;L421-L424;L433-L435","ROBOT_RND_STAGE","机器人项目预计投入4500万元，本期投入2158.82万元、累计投入3102.24万元，处于开发验证阶段；6至22毫米齿轮箱和空心杯电机、SD100低压伺服部分处于试产。","4500|2158.82|3102.24","10k_CNY_total|10k_CNY_current|10k_CNY_cumulative","2025","项目已进入开发验证和部分试产，但商业化还需客户与订单验证。","未披露机器人产品具名客户、定点、批量订单、出货和分项收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-013","COMPANY-6fa2c811e179cadae3662056","中大力德","中大力德2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-16/134ab42c-679a-4486-8851-df587edb1754.PDF","2026-04-16","SZSE_OFFICIAL_DISCLOSURE","P14-P15 L347-L388","FINANCIAL_AND_PRODUCT_SCALE","中大力德2025年营业收入10.41亿元，同比增长6.61%；减速电机、精密减速器和智能执行单元为三大主力产品。","1040892337.85|6.61","CNY_revenue|percent_yoy","2025","公司已形成规模化传动与执行业务，不是仅有机器人概念产品。","总收入覆盖多类工业应用，不能全部归入机器人。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-014","COMPANY-6fa2c811e179cadae3662056","中大力德","中大力德2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-16/134ab42c-679a-4486-8851-df587edb1754.PDF","2026-04-16","SZSE_OFFICIAL_DISCLOSURE","P14-P15 L355-L428","PRECISION_REDUCER_BUSINESS","精密减速器2025年收入2.52亿元，占总收入24.24%，同比增长4.04%，毛利率21.44%；产品涵盖行星、RV和谐波路线。","252360374.42|24.24|4.04|21.44","CNY|percent_share|percent_yoy|percent_gross_margin","2025","精密减速器已形成稳定业务规模，为工业及人形机器人旋转关节提供传动基础。","精密减速器收入包含非机器人场景，未披露机器人客户和分路线收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-015","COMPANY-6fa2c811e179cadae3662056","中大力德","中大力德2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-16/134ab42c-679a-4486-8851-df587edb1754.PDF","2026-04-16","SZSE_OFFICIAL_DISCLOSURE","P5-P6 L116-L122;P14-P15 L360-L428","INTELLIGENT_ACTUATION_BUSINESS","智能执行单元由驱动器、伺服电机和精密减速器组成，2025年收入3.92亿元，占总收入37.63%，同比增长5.80%，毛利率25.08%。","391674571.11|37.63|5.80|25.08","CNY|percent_share|percent_yoy|percent_gross_margin","2025","一体化执行单元是公司向机器人关节系统提升单机价值量的主要载体。","该板块还覆盖自动化流水线和工业母机，不能直接视为机器人收入。","VERIFIED_PRIMARY_SOURCE_WITH_BOUNDARY"
"N054-EV-016","COMPANY-6fa2c811e179cadae3662056","中大力德","中大力德2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-16/134ab42c-679a-4486-8851-df587edb1754.PDF","2026-04-16","SZSE_OFFICIAL_DISCLOSURE","P31 L2313-L2323;年度报告客户与产销披露","DISCLOSURE_GAP","年报将人形和工业机器人列为减速器重要增量方向，但未单列机器人客户、订单、产销量、产能利用率、ASP和机器人收入。","0","robot_specific_complete_disclosures","2025","后续应从客户侧或公司IR补充减速器和执行单元的机器人商业化口径。","行业受益判断不能替代公司已经量产供货或获得订单的事实。","OPEN_HIGH_VALUE_GAP"