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"
"N058-EV-001","COMPANY-f9ea0e13b112a93d5766b318","瑞迪智驱","瑞迪智驱公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/瑞迪智驱公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L12;L52-L66","FINANCIAL_AND_SEGMENT_STATE","2025年收入约6.46亿元、归母净利润约1.05亿元；电磁制动器收入3.48亿元、精密传动件2.01亿元、谐波减速机5453.96万元；2026Q1增收但利润下滑。","6.46|1.05|3.48|2.01|0.545396","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_brake_revenue|100m_CNY_transmission_revenue|100m_CNY_harmonic_revenue","2025","瑞迪拥有电磁制动、精密传动和谐波三类真实业务底盘，机器人相关收入已出现可量化分项。","谐波减速机收入不等于全部来自机器人，精密传动件更不能全部归入机器人。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N058-EV-002","COMPANY-f9ea0e13b112a93d5766b318","瑞迪智驱","瑞迪智驱公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/瑞迪智驱公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L14;L43-L50;L79-L87","NAMED_ROBOT_CUSTOMERS","投资者关系记录披露谐波减速机前两大客户为中科新松和钛虎机器人，电磁制动器最大客户为汇川技术。","3","named_customers","current","具名机器人客户和工控生态客户使瑞迪的供应链线索强于多数候选公司。","前两大客户表述未披露金额、份额、型号和供货期限，汇川业务也不等于机器人专属收入。","FROZEN_LOCAL_IR_DISCLOSURE_WITH_BOUNDARY"
"N058-EV-003","COMPANY-f9ea0e13b112a93d5766b318","瑞迪智驱","瑞迪智驱公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/瑞迪智驱公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L14;L45-L49","DIFFERENTIATED_ROBOT_PRODUCT","公司成功研制面向协作型、服务型机器人的高精度长寿命制动谐波减速机，将谐波减速机与电磁制动器合二为一，并有超薄伺服制动器产品线。","2","differentiated_robot_product_lines","2025","制动与减速一体化有助于关节模组小型化和断电安全保持。","成功研制和产品适配不等于制动谐波已量产或获得客户定点。","FROZEN_LOCAL_PRIMARY_PRODUCT_DISCLOSURE_WITH_BOUNDARY"
"N058-EV-004","COMPANY-f9ea0e13b112a93d5766b318","瑞迪智驱","瑞迪智驱公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/瑞迪智驱公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L70-L77;L132-L135","OUTPUT_AND_ECONOMICS_GAP","谐波减速机产销量、制动谐波产能、机器人用制动器销量、产能利用率、供货周期、ASP、寿命和分客户收入均未披露。","0","disclosed_robot_output_and_unit_economic_metrics","current","下一步应从收入分项进一步穿透到型号、销量、客户和毛利。","不得因谐波收入和具名客户直接推断量产规模、份额或机器人利润贡献。","OPEN_OUTPUT_CAPACITY_ASP_LIFETIME_MARGIN_GAP"
"N058-EV-005","COMPANY-8a60d9c2a27fbc00d55ccea4","固高科技","固高科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/固高科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L13;L50-L64","FINANCIAL_AND_CONTROL_PLATFORM_SCALE","2025年收入5.50亿元、归母净利润6295.52万元；运动控制核心部件收入3.81亿元、系统类0.92亿元、整机类0.64亿元，综合毛利率约48.97%。","5.50|0.629552|3.81|0.92|0.64|48.97","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_core_component|100m_CNY_system|100m_CNY_machine|percent_margin","2025","固高具备真实的运动控制平台和系统收入底盘，而非单纯机器人概念。","运动控制收入覆盖多类高端装备，不能直接等同机器人控制器收入。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N058-EV-006","COMPANY-8a60d9c2a27fbc00d55ccea4","固高科技","固高科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/固高科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L41-L48","ROBOT_CONTROL_PRODUCT_MATRIX","产品覆盖多轴运动控制卡、最多64轴同步的EtherCAT控制卡、嵌入式控制器、伺服驱动、工业机器人控制系统和机器人系统开发平台。","6|64","product_groups|max_synchronized_axes","current","控制器、驱动和开发工具形成较完整的机器人控制底座。","官网适用场景和产品参数不能证明进入特定人形机器人客户或批量BOM。","FROZEN_LOCAL_PRODUCT_DISCLOSURE_WITH_BOUNDARY"
"N058-EV-007","COMPANY-8a60d9c2a27fbc00d55ccea4","固高科技","固高科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/固高科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L81-L85;L131-L134","CUSTOMER_ECOSYSTEM_AND_MOAT","公司覆盖半导体、CNC、3C、激光、非标自动化和工业机器人等场景，软件生态包括运动控制库、调试软件和机器人开发平台。","6","industrial_application_groups","current","控制算法、软件工具和客户二次开发可形成平台粘性。","应用场景和工具链不能推断客户名称、复购率、收费模式或机器人供应份额。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N058-EV-008","COMPANY-8a60d9c2a27fbc00d55ccea4","固高科技","固高科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/固高科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_DISCLOSURES","L70-L75;L81-L85;L97-L103","ROBOT_COMMERCIALIZATION_GAP","机器人控制器和伺服驱动产销量、工业机器人控制系统出货、人形客户、机器人收入、ASP、寿命、产能利用率和供货周期均未披露。","0","disclosed_robot_commercial_metrics","current","固高应定位为控制底座型公司，等待客户和收入侧证据验证人形链地位。","不得按人形机器人控制器主供或高份额供应商表述。","OPEN_ROBOT_CUSTOMER_OUTPUT_REVENUE_ASP_GAP"
"N058-EV-009","COMPANY-6b6d421f9a1433cbf15c4191","欣旺达","欣旺达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/欣旺达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L12;L52-L65","FINANCIAL_AND_BATTERY_SCALE","2025年收入632.46亿元、归母净利润10.57亿元；消费类电池收入314.06亿元，电动汽车类电池收入189.08亿元、出货42.72GWh，储能系统装机25.6GWh。","632.46|10.57|314.06|189.08|42.72|25.6","100m_CNY_revenue|100m_CNY_net_profit|100m_CNY_consumer_battery|100m_CNY_EV_battery|GWh_battery_shipments|GWh_storage_installation","2025","消费电池、PACK和小型化能力与服务机器人能源系统匹配。","消费、动力与储能规模均不能替代机器人业务收入和出货。","FROZEN_LOCAL_PRIMARY_EMBEDDED_WITH_BOUNDARY"
"N058-EV-010","COMPANY-6b6d421f9a1433cbf15c4191","欣旺达","欣旺达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/欣旺达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L14;L43-L50","ROBOT_APPLICATION_STAGE","互动平台口径称电池已应用于扫地机器人和服务机器人；公司对人形机器人保持关注并具备研发能力，年报摘要出现具身智能应用口径。","2","confirmed_robot_application_categories","current","服务机器人应用比单纯能力迁移更直接，人形机器人仍处研发与客户对接。","已应用场景未披露客户与规模；关注、研发和具身智能口径不得写成人形定点或量产。","FROZEN_LOCAL_IR_DISCLOSURE_WITH_STAGE_BOUNDARY"
"N058-EV-011","COMPANY-6b6d421f9a1433cbf15c4191","欣旺达","欣旺达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/欣旺达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L34-L39;L48-L50","PRODUCT_AND_ECOSYSTEM_CONTEXT","能力覆盖消费电芯、PACK/模组、BMS和48V智能锂电池，并通过投资对象间接触达服务机器人生态。","4","robot_relevant_capability_groups","current","小型化、快充、安全与电源管理是服务/人形机器人电池包的可迁移能力。","48V新品和生态投资不等于已适配机器人或形成供货合同。","FROZEN_LOCAL_MIXED_EVIDENCE_WITH_BOUNDARY"
"N058-EV-012","COMPANY-6b6d421f9a1433cbf15c4191","欣旺达","欣旺达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/欣旺达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_EMBEDDING_PRIMARY_AND_IR_DISCLOSURES","L71-L77;L83-L87;L94-L100","ROBOT_CUSTOMER_AND_ECONOMICS_GAP","机器人电池客户、型号、供货量、专用产能、ASP、寿命和供货周期均未披露；人形机器人仅能写研发和客户对接。","0","disclosed_robot_customer_and_economic_metrics","current","后续优先穿透已应用的扫地/服务机器人客户和产品口径。","不得把Positec生态、消费电子客户或动力电池体系审核写成机器人客户订单。","OPEN_ROBOT_CUSTOMER_SHIPMENT_ASP_LIFETIME_GAP"
"N058-EV-013","COMPANY-5ecf7ed024c0bf241c9dcaca","坤维科技","坤维科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/坤维科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_OFFICIAL_AND_SECONDARY_DISCLOSURES","L9;L13-L20","SIX_AXIS_FORCE_PRODUCT_AND_SPEC","六维力传感器准度达到0.5%FS，直径覆盖36至200mm、量程30N至20kN，产品覆盖六维力、多轴力传感器和自动六轴联合标定系统。","0.5|36|200|30|20","percent_FS_accuracy|mm_min_diameter|mm_max_diameter|N_min_range|kN_max_range","current","产品参数覆盖人形手腕/脚腕、协作臂末端和工业力控等核心场景。","参数来自冻结官网/研报整理，不能替代具体机器人型号的客户认证或批量测试。","FROZEN_LOCAL_MIXED_EVIDENCE_WITH_BOUNDARY"
"N058-EV-014","COMPANY-5ecf7ed024c0bf241c9dcaca","坤维科技","坤维科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/坤维科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_OFFICIAL_AND_SECONDARY_DISCLOSURES","L9;L19-L20","CAPACITY_AND_CUSTOMER_SCALE_LEAD","冻结研报摘录称公司为近300家企业及院校提供解决方案，自动六轴联合标定检测系统具备1.5万台/年能力。","300|1.5","organizations|10k_units_per_year_calibration_capacity","current","专业化客户基础和自有标定能力有利于六维力传感器批量一致性。","客户含企业与院校且名单未披露；标定能力不等于六维力传感器实际年销量。","FROZEN_LOCAL_SECONDARY_LEAD_WITH_BOUNDARY"
"N058-EV-015","COMPANY-5ecf7ed024c0bf241c9dcaca","坤维科技","坤维科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/坤维科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_OFFICIAL_AND_SECONDARY_DISCLOSURES","L9-L11;L34-L38","ROBOT_CHAIN_POSITION_AND_MOAT","公司定位于六维力/多轴力传感器与标定系统，壁垒集中在弹性体设计、解耦算法、标定系统和批量一致性。","4","technical_moat_dimensions","current","属于人形机器人腕踝力控的专业候选供应商，应持续跟踪国产替代。","产业链位置和技术壁垒判断不等于已进入头部人形本体批量供应。","FROZEN_LOCAL_ANALYTICAL_INTERPRETATION_WITH_BOUNDARY"
"N058-EV-016","COMPANY-5ecf7ed024c0bf241c9dcaca","坤维科技","坤维科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/坤维科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_MIXED_OFFICIAL_AND_SECONDARY_DISCLOSURES","L26-L30;L34-L38","PRIVATE_COMPANY_ECONOMICS_AND_SUPPLY_GAP","公司为非上市公司，收入、毛利、人形客户、供货量、ASP、寿命和漂移指标均未披露。","0","disclosed_financial_and_robot_supply_metrics","current","后续应优先补融资材料、客户侧验证、产品手册和批量一致性数据。","不得以近300家企业及院校或标定能力推断人形客户、销量、收入与份额。","OPEN_FINANCIAL_CUSTOMER_OUTPUT_ASP_LIFETIME_GAP"