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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"
| "N062-EV-0001","COMPANY-9853c2c148f38d41489e2ba4","Harmonic Drive","Harmonic Drive公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Harmonic Drive公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Harmonic Drive 是全球谐波减速器标杆公司，长期占据高端机器人关节和精密传动制高点，是国内绿的谐波、来福、同川等公司的核心海外对标。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0002","COMPANY-9853c2c148f38d41489e2ba4","Harmonic Drive","Harmonic Drive公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Harmonic Drive公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 精密减速器","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0003","COMPANY-9853c2c148f38d41489e2ba4","Harmonic Drive","Harmonic Drive公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Harmonic Drive公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：Harmonic Drive Systems 官网/投资者资料、机器人减速器专题和核心零部件横向表。官方资料为 A/B 级，研报为 C 级；本轮未拆出机器人客户、分型号 ASP、寿命和产能利用率。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0004","COMPANY-4b9b8ac6551a642e2ab0dec8","Heidenhain","Heidenhain公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Heidenhain公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； HEIDENHAIN 是全球高端光栅尺、角度编码器和数控测量反馈标杆，机器人端价值在高精度关节反馈、机床/工业机器人和高端伺服系统。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0005","COMPANY-4b9b8ac6551a642e2ab0dec8","Heidenhain","Heidenhain公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Heidenhain公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 编码器","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0006","COMPANY-4b9b8ac6551a642e2ab0dec8","Heidenhain","Heidenhain公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Heidenhain公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L44","COMMERCIALIZATION_OR_DATA_GAP","P0 ； 机器人客户、供货型号、ASP、寿命和交期。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0007","COMPANY-91d06b5048cb358969339df2","Ingenia","Ingenia公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Ingenia公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Ingenia 是紧凑型伺服驱动和运动控制模块代表，产品适合机器人、移动平台、医疗和高端自动化，是人形机器人关节驱动器对标之一。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0008","COMPANY-91d06b5048cb358969339df2","Ingenia","Ingenia公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Ingenia公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 伺服驱动器","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0009","COMPANY-91d06b5048cb358969339df2","Ingenia","Ingenia公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Ingenia公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：Ingenia Motion Control 官网、Novanta/Celera Motion 公开资料、电机驱动专题。官网为 B 级，研报为 C 级；单体机器人收入、客户和供货量未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0010","COMPANY-f74fcfc5d3e2ef38ab83dda8","Intel RealSense","Intel RealSense公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Intel RealSense公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； RealSense 是机器人 3D 深度相机生态中影响力很强的产品线，2025 年从 Intel 独立为 RealSense Inc.，重点转向机器人、AI、工业视觉和生物识别。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0011","COMPANY-f74fcfc5d3e2ef38ab83dda8","Intel RealSense","Intel RealSense公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Intel RealSense公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 3D 视觉 / 深度相机","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0012","COMPANY-f74fcfc5d3e2ef38ab83dda8","Intel RealSense","Intel RealSense公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Intel RealSense公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：Intel RealSense 官方说明、RealSense Inc. 官网、RealSense 2025 spin-out 公开资料和机器视觉专题。官方资料为 B 级，媒体资料为 D 级；RealSense 已从 Intel 独立，财务、客户收入和供货量未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0013","COMPANY-e54d36c2453061d418337a32","Keyence","Keyence公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Keyence公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Keyence 是全球传感器、测量、机器视觉和工厂自动化高毛利标杆，机器人端价值在视觉、传感、读码、测量和产线自动化方案。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0014","COMPANY-e54d36c2453061d418337a32","Keyence","Keyence公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Keyence公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 机器视觉 / 工业传感 / 测量","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0015","COMPANY-e54d36c2453061d418337a32","Keyence","Keyence公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Keyence公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L44","COMMERCIALIZATION_OR_DATA_GAP","P0 ； Keyence 视觉/传感在机器人客户中的收入、供货型号和项目单价。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0016","COMPANY-e683496d977b7912ee8edbdc","Kollmorgen","Kollmorgen公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Kollmorgen公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Kollmorgen 是高端伺服电机、驱动器、运动控制和 AGV/AMR 控制系统代表，机器人相关价值更多在工业伺服和移动机器人底层运动控制。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0017","COMPANY-e683496d977b7912ee8edbdc","Kollmorgen","Kollmorgen公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Kollmorgen公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 伺服电机、驱动和运动控制","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0018","COMPANY-e683496d977b7912ee8edbdc","Kollmorgen","Kollmorgen公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Kollmorgen公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L30","COMMERCIALIZATION_OR_DATA_GAP","客户 ； 工业自动化和移动机器人客户较广，具体人形客户未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0019","COMPANY-f2c8744b8e51e47ecbe6f5de","Kuebler","Kuebler公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Kuebler公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Kübler 是德国编码器、无轴承编码器、电机反馈和安全速度监控供应商，机器人端看点在高可靠旋转反馈、EtherCAT/工业通信和安全监控。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0020","COMPANY-f2c8744b8e51e47ecbe6f5de","Kuebler","Kuebler公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Kuebler公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 编码器 / 电机反馈 / 安全监控","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0021","COMPANY-f2c8744b8e51e47ecbe6f5de","Kuebler","Kuebler公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Kuebler公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L43","COMMERCIALIZATION_OR_DATA_GAP","P0 ； 机器人客户、编码器型号、价格和寿命。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0022","COMPANY-d7b30cd38561a765e007602d","Maxon","Maxon公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Maxon公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Maxon 是全球高端微型驱动系统标杆，产品覆盖无刷/有刷电机、减速箱、编码器、控制器和一体化驱动，对灵巧手、医疗机器人、移动机器人和高端关节有强参考价值。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0023","COMPANY-d7b30cd38561a765e007602d","Maxon","Maxon公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Maxon公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 电机与运动部件","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0024","COMPANY-d7b30cd38561a765e007602d","Maxon","Maxon公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Maxon公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：Maxon 官网/年度报告、灵巧手/电机专题和公开机器人资料。官方资料为 B 级，研报为 C 级；本轮未拆出机器人客户供货量、分型号 ASP 和寿命。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0025","COMPANY-e9b1e12221ad0ed40848f755","Nabtesco","Nabtesco公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Nabtesco公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Nabtesco 是全球 RV/精密摆线减速器龙头，是工业机器人重载关节最重要的海外标杆之一，国内双环传动/环动、中大、秦川等均以其为对标对象。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0026","COMPANY-e9b1e12221ad0ed40848f755","Nabtesco","Nabtesco公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Nabtesco公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 精密减速器","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0027","COMPANY-e9b1e12221ad0ed40848f755","Nabtesco","Nabtesco公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Nabtesco公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：Nabtesco 官网/综合报告、机器人减速器专题和核心零部件横向表。官方资料为 A/B 级，研报为 C 级；本轮未拆出机器人客户、RV 分型号 ASP、寿命和产能利用率。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0028","COMPANY-d934f704cd4ae7c5bb9e57b6","Netzer","Netzer公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Netzer公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Netzer Precision 是电容式绝对旋转编码器代表，主打非接触、超薄中空、高可靠，适合机器人关节、医疗、航空航天和恶劣环境。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0029","COMPANY-d934f704cd4ae7c5bb9e57b6","Netzer","Netzer公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Netzer公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 编码器 / 绝对位置传感","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0030","COMPANY-d934f704cd4ae7c5bb9e57b6","Netzer","Netzer公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Netzer公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：Netzer Precision 官网、产品目录和编码器专题。官网为 B 级；公司为非上市/私有体系，财务和客户供货量未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0031","COMPANY-760841ed2b6bbd6f2088e076","Renishaw","Renishaw公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Renishaw公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Renishaw 是英国精密测量和编码器龙头，光学、磁性、激光编码器覆盖高端运动控制；通过 RLS 参与磁编码器，在机器人关节反馈中有明确产品线。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0032","COMPANY-760841ed2b6bbd6f2088e076","Renishaw","Renishaw公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Renishaw公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 编码器与精密测量","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0033","COMPANY-760841ed2b6bbd6f2088e076","Renishaw","Renishaw公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Renishaw公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L45","COMMERCIALIZATION_OR_DATA_GAP","P0 ； Renishaw/RLS 在机器人客户中的供货型号、数量和 ASP。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0034","COMPANY-c2c2016ae1b396ad5a96922e","RLS","RLS公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/RLS公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； RLS 是磁编码器和运动传感器专业厂，Renishaw 持股并全球销售支持，其 AksIM、Orbis、RM 等产品与机器人关节、AGV 和电机反馈高度相关。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0035","COMPANY-c2c2016ae1b396ad5a96922e","RLS","RLS公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/RLS公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 编码器 / 磁位置传感","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0036","COMPANY-c2c2016ae1b396ad5a96922e","RLS","RLS公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/RLS公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L14","COMMERCIALIZATION_OR_DATA_GAP","核心风险 ； 磁干扰、精度上限和价格竞争；机器人收入未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0037","COMPANY-7924f04048e5af02a4dd6f39","Rockwell Automation","Rockwell Automation公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Rockwell Automation公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Rockwell Automation 是北美工业自动化和控制平台龙头，Allen-Bradley Logix/Kinetix 生态加上 OTTO AMR 使其在机器人产线控制、运动控制和移动机器人上均有卡位。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0038","COMPANY-7924f04048e5af02a4dd6f39","Rockwell Automation","Rockwell Automation公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Rockwell Automation公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 控制器 / 运动控制 / AMR","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0039","COMPANY-7924f04048e5af02a4dd6f39","Rockwell Automation","Rockwell Automation公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Rockwell Automation公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L54","COMMERCIALIZATION_OR_DATA_GAP","P0 ； OTTO AMR 收入、销量、客户和毛利。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0040","COMPANY-3b04837881bb07b621ae7dc7","SICK","SICK公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/SICK公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； SICK 是德国工业传感器和安全传感器龙头，编码器只是其产品之一，机器人端价值更多在安全扫描、工业感知、编码器和物流自动化传感。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0041","COMPANY-3b04837881bb07b621ae7dc7","SICK","SICK公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/SICK公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 传感器 / 编码器 / 安全感知","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0042","COMPANY-3b04837881bb07b621ae7dc7","SICK","SICK公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/SICK公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L44","COMMERCIALIZATION_OR_DATA_GAP","P0 ； SICK 在机器人/AMR 客户中的收入、供货型号和 ASP。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0043","COMPANY-30e363d3e8c59f2c1319f8d7","Siemens","Siemens公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Siemens公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Siemens 是全球工厂自动化和工业软件龙头，SIMATIC、SINAMICS、TIA Portal、工业边缘和数字孪生能力使其成为机器人产线控制和工业 AI 的核心平台型供应商。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0044","COMPANY-30e363d3e8c59f2c1319f8d7","Siemens","Siemens公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Siemens公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 控制器 / 工厂自动化 / 工业软件","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0045","COMPANY-30e363d3e8c59f2c1319f8d7","Siemens","Siemens公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Siemens公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L54","COMMERCIALIZATION_OR_DATA_GAP","P0 ； Digital Industries 中机器人/运动控制/产线控制相关收入如何拆？","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0046","COMPANY-71d3ceb5cbcfe9154941b9e4","Synapticon","Synapticon公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Synapticon公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Synapticon 是机器人嵌入式伺服驱动和驱控一体模块代表，SOMANET/Jupiter 等产品面向关节、移动平台和协作机器人，适合对标国产一体化驱动器。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0047","COMPANY-71d3ceb5cbcfe9154941b9e4","Synapticon","Synapticon公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Synapticon公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 驱控一体","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0048","COMPANY-71d3ceb5cbcfe9154941b9e4","Synapticon","Synapticon公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Synapticon公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：Synapticon 官网、SOMANET 产品资料、电机驱动专题。官网为 B 级，研报为 C 级；公司为非上市公司，财务、客户和供货量未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0049","COMPANY-90ce71a49c0787c66e65fa5b","SynTouch","SynTouch公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/SynTouch公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","SynTouch 是仿生触觉传感代表，BioTac 指尖能够感知压力、振动和温度，适合高端灵巧手、材料识别和机器人触觉研究。其技术含金量高，但成本、体积和批量寿命是量产机器人要验证的核心。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0050","COMPANY-90ce71a49c0787c66e65fa5b","SynTouch","SynTouch公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/SynTouch公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 灵巧手指尖、抓取力控、材料识别、触觉学习","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0051","COMPANY-90ce71a49c0787c66e65fa5b","SynTouch","SynTouch公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/SynTouch公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：SynTouch 官网、BioTac 产品资料和触觉专题。官网为 B 级；公司为非上市，财务、客户和供货量未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0052","COMPANY-4a86c2783c02fe656f8b9200","Tamagawa","Tamagawa公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Tamagawa公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Tamagawa Seiki 是日本编码器、旋变、伺服电机和陀螺传感器重要供应商，旋变和 FA-CODER 在伺服电机、工业机器人和严苛环境中有较强口碑。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0053","COMPANY-4a86c2783c02fe656f8b9200","Tamagawa","Tamagawa公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Tamagawa公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 编码器与旋变","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0054","COMPANY-4a86c2783c02fe656f8b9200","Tamagawa","Tamagawa公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Tamagawa公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L44","COMMERCIALIZATION_OR_DATA_GAP","P0 ； 工业机器人客户、机器人伺服反馈型号和供货量。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0055","COMPANY-02e1aebb57768ab01831690c","Tekscan","Tekscan公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Tekscan公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","Tekscan 是压力映射和薄膜力/触觉传感器代表，机器人端价值在电子皮肤、夹爪压力分布、足底压力和人机交互压力检测。优势是产品化和应用经验，短板是机器人量产客户、寿命和 ASP 未披露。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0056","COMPANY-02e1aebb57768ab01831690c","Tekscan","Tekscan公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Tekscan公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 灵巧手/夹爪触觉、足底压力、电子皮肤、力控反馈","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0057","COMPANY-02e1aebb57768ab01831690c","Tekscan","Tekscan公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Tekscan公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：Tekscan 官网和触觉专题。官网为 B 级，研报为 C 级；公司为非上市，收入、机器人客户和供货量未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0058","COMPANY-0a2075430f27772c4b85c32e","XELA Robotics","XELA Robotics公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/XELA Robotics公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","XELA Robotics 是日本触觉传感器专业公司，uSkin 系列主打三轴触觉阵列和机器人手/夹爪感知，适合灵巧手、抓取研究和机器人数据采集。当前更像高性能触觉模块供应商，批量成本和寿命需验证。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0059","COMPANY-0a2075430f27772c4b85c32e","XELA Robotics","XELA Robotics公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/XELA Robotics公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 灵巧手、夹爪、操作任务、触觉数据采集","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0060","COMPANY-0a2075430f27772c4b85c32e","XELA Robotics","XELA Robotics公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/XELA Robotics公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：XELA Robotics 官网和触觉专题。官网为 B 级，研报为 C 级；公司为非上市，财务和机器人客户供货量未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0061","COMPANY-e1cc5598b49ccd1739a6dfed","傲意科技","傲意科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/傲意科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0062","COMPANY-e1cc5598b49ccd1739a6dfed","傲意科技","傲意科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/傲意科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-e1cc5598b49ccd1739a6dfed","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0063","COMPANY-e1cc5598b49ccd1739a6dfed","傲意科技","傲意科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/傲意科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地灵巧手研报摘录和既有灵巧手专题整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0064","COMPANY-2ef52d51d952d24e19a44559","奥普光电-长春禹衡光学","奥普光电-长春禹衡光学公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/奥普光电-长春禹衡光学公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L11","PROFILE_SUMMARY","奥普光电（002338.SZ）本体是光电测控、光栅传感器和复合材料平台，机器人产业链中真正要看的主体是控股子公司长春禹衡光学。禹衡光学的主线是光栅尺、编码器、光电编码器、角度编码器等高端光栅传感器，属于机器人闭环控制中的位置反馈环节。它不是机器人本体厂，也不是伺服系统集成商，而是“高端光栅/编码器专业厂商”。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0065","COMPANY-2ef52d51d952d24e19a44559","奥普光电-长春禹衡光学","奥普光电-长春禹衡光学公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/奥普光电-长春禹衡光学公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-2ef52d51d952d24e19a44559","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0066","COMPANY-2ef52d51d952d24e19a44559","奥普光电-长春禹衡光学","奥普光电-长春禹衡光学公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/奥普光电-长春禹衡光学公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L17","COMMERCIALIZATION_OR_DATA_GAP","当前判断：奥普/禹衡是编码器国产替代方向的 P1 重点公司，优势在高端光栅、光电编码器、绝对式光栅尺、角度编码器和国产替代客户认证；短板是机器人收入、机器人客户、出货量、ASP、寿命和供货周期仍未披露。它的增量既来自机器人，也来自工业母机、半导体设备和高端精密装备国产替代。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0067","COMPANY-ae77956e04d2d7dfcbd9223d","博特精工","博特精工公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/博特精工公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 博特精工是国内传统滚动功能部件和专业丝杠厂商，产品覆盖滚珠丝杠、直线导轨、电主轴、直线模组、电动缸等，研报将其列为国内较早具备行星滚柱丝杠产品能力的专业厂。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0068","COMPANY-ae77956e04d2d7dfcbd9223d","博特精工","博特精工公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/博特精工公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 传动系统 / 丝杠及线性传动","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0069","COMPANY-ae77956e04d2d7dfcbd9223d","博特精工","博特精工公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/博特精工公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L13","COMMERCIALIZATION_OR_DATA_GAP","当前阶段 ； 传统工业和数控机床场景更清晰；行星滚柱丝杠 BT-GZXS 等产品被研报列为已投入市场使用，但机器人客户、定点、供货量和财务贡献未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0070","COMPANY-eda26300f5b520a41d9ed959","超维传感","超维传感公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/超维传感公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0071","COMPANY-eda26300f5b520a41d9ed959","超维传感","超维传感公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/超维传感公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-eda26300f5b520a41d9ed959","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0072","COMPANY-eda26300f5b520a41d9ed959","超维传感","超维传感公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/超维传感公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于既有柔性触觉专题和本地研报摘录整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0073","COMPANY-7d8f973fa8b84073a57d587f","东华测试","东华测试公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/东华测试公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L11","PROFILE_SUMMARY","东华测试（300354.SZ）在机器人产业链中不能简单归为“六维力传感器公司”。更准确的定位是“智能化测控平台 + 多维力/力矩传感器 + 机器人关节测控模组”的高精度测试测量公司。公司的基本盘是结构力学性能测试分析、结构安全在线监测/防务装备 PHM、电化学工作站和自定义测控分析系统；机器人业务是从“测试”向“测试 + 控制 + 感知”的延伸。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0074","COMPANY-7d8f973fa8b84073a57d587f","东华测试","东华测试公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/东华测试公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-7d8f973fa8b84073a57d587f","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0075","COMPANY-7d8f973fa8b84073a57d587f","东华测试","东华测试公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/东华测试公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L36","COMMERCIALIZATION_OR_DATA_GAP","中游 ； 多维力/力矩传感器 ； 多维力传感器、扭矩传感器、六分量力矩传感器试制 ； 是机器人力控直接相关产品，但产销未披露","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0076","COMPANY-17eaf58f2c7285b4e115e54a","丰立智能","丰立智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/丰立智能公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 丰立智能是精密齿轮和小型精密传动基础上的机器人减速器弹性玩家，布局谐波减速器、行星减速器、小微齿轮和传动模块，适合放在“旋转关节核心件/传动模块观察池”。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0077","COMPANY-17eaf58f2c7285b4e115e54a","丰立智能","丰立智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/丰立智能公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L33","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 传动系统 / 执行系统","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0078","COMPANY-17eaf58f2c7285b4e115e54a","丰立智能","丰立智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/丰立智能公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L41","COMMERCIALIZATION_OR_DATA_GAP","产品 / 系列 ； 应用位置 ； 技术路线 / 特点 ； 已披露状态 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0079","COMPANY-66a9532c0606cd5f896b19dc","光洋股份","光洋股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/光洋股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","光洋股份（002708.SZ）在机器人产业链中应放在 机器人轴承 / 交叉滚子轴承 / 滚针轴承 / 关节模组轴承 / 精密传动件 环节。它不是机器人本体厂，也不是完整关节模组供应商，更像是把汽车轴承、同步器、行星排、精密锻件和轴类制造能力迁移到机器人关节、减速器和线性执行器内部零部件。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0080","COMPANY-66a9532c0606cd5f896b19dc","光洋股份","光洋股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/光洋股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-66a9532c0606cd5f896b19dc","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0081","COMPANY-66a9532c0606cd5f896b19dc","光洋股份","光洋股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/光洋股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L40","COMMERCIALIZATION_OR_DATA_GAP","产品 / 线索 ； 应用位置 ； 关键进展 ； 当前阶段 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0082","COMPANY-420a0651b45c5b52a0437364","国茂股份","国茂股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/国茂股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","国茂股份（603915.SH）在机器人产业链中应放在“通用减速机龙头向精密减速器/具身智能传动迁移”的位置。公司基本盘是工业传动用减速机，属于国内通用减速机头部企业；机器人相关弹性主要来自控股子公司国茂精密的谐波减速器、RV 减速器和旋转关节模组开发，以及摩多利传动的精密行星减速机在机器人、AGV、高端机床等场景的导入。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0083","COMPANY-420a0651b45c5b52a0437364","国茂股份","国茂股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/国茂股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-420a0651b45c5b52a0437364","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0084","COMPANY-420a0651b45c5b52a0437364","国茂股份","国茂股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/国茂股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L39","COMMERCIALIZATION_OR_DATA_GAP","下游 ； 工业自动化 / 机器人 ； 工业机器人、AGV、锂电、铝型材、五轴转台、具身智能 ； 应用扩展中，但主供关系未披露","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0085","COMPANY-aea7c9a80acf09f1e6f2418d","豪能股份","豪能股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/豪能股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","豪能股份（603809.SH）在机器人产业链中应放在“汽车传动和差速器能力向机器人减速器及关节驱动总成迁移”的观察位置。公司基本盘是汽车传动系统相关零部件，包括同步器、差速器、齿轮、轴类件等；机器人相关弹性主要来自高精密行星减速机、高精密新型摆线减速机和关节驱动总成。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0086","COMPANY-aea7c9a80acf09f1e6f2418d","豪能股份","豪能股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/豪能股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-aea7c9a80acf09f1e6f2418d","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0087","COMPANY-aea7c9a80acf09f1e6f2418d","豪能股份","豪能股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/豪能股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L39","COMMERCIALIZATION_OR_DATA_GAP","下游 ； 人形机器人、机器狗、外骨骼、工业机器人、医疗设备 ； 公告口径称部分产品已应用于相关客户 ； 客户名称、供货量和是否量产仍未披露","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0088","COMPANY-10e2333975a2ea6d6ff1f5d3","龙溪股份","龙溪股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/龙溪股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","龙溪股份（600592.SH）在机器人产业链中应放在 关节轴承 / 自润滑关节轴承 / 杆端关节轴承 / 高端机械零部件轴承 环节。它不是机器人本体、减速器或关节模组供应商，而是可能服务机器人摆动连接、复杂受力连接、低速重载和免维护部位的关节轴承供应商。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0089","COMPANY-10e2333975a2ea6d6ff1f5d3","龙溪股份","龙溪股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/龙溪股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-10e2333975a2ea6d6ff1f5d3","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0090","COMPANY-10e2333975a2ea6d6ff1f5d3","龙溪股份","龙溪股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/龙溪股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L35","COMMERCIALIZATION_OR_DATA_GAP","下游 ； 机器人、航空航天、高铁、风电、工程机械等 ； 机器人为未来布局场景 ； 机器人收入和客户未披露","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0091","COMPANY-0eb037f51b95ad7c736823d7","南京工艺","南京工艺公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/南京工艺公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 南京工艺是国内传统滚动功能部件和专业丝杠厂商，在滚珠丝杠、直线导轨、滚动花键和行星滚柱丝杠上有存量产品能力，是机器人直线执行器国产替代的专业厂观察对象。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0092","COMPANY-0eb037f51b95ad7c736823d7","南京工艺","南京工艺公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/南京工艺公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 传动系统 / 丝杠及线性传动","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0093","COMPANY-0eb037f51b95ad7c736823d7","南京工艺","南京工艺公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/南京工艺公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L13","COMMERCIALIZATION_OR_DATA_GAP","当前阶段 ； 传统机床和工业自动化滚动功能部件基础较强；行星滚柱丝杠在研报中被列为国内较早具备小规模生产/供货能力的玩家，但机器人客户、订单和收入未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0094","COMPANY-0a3bc8730d5d42cbe856e96a","帕西尼","帕西尼公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/帕西尼公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0095","COMPANY-0a3bc8730d5d42cbe856e96a","帕西尼","帕西尼公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/帕西尼公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-0a3bc8730d5d42cbe856e96a","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0096","COMPANY-0a3bc8730d5d42cbe856e96a","帕西尼","帕西尼公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/帕西尼公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地公开资料、官网、官方商城、产品手册和触觉 / 灵巧手专题整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0097","COMPANY-eaf87eb8fe1f87016746a246","强脑科技","强脑科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/强脑科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0098","COMPANY-eaf87eb8fe1f87016746a246","强脑科技","强脑科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/强脑科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-eaf87eb8fe1f87016746a246","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0099","COMPANY-eaf87eb8fe1f87016746a246","强脑科技","强脑科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/强脑科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地研报摘录、公开新闻和灵巧手专题整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0100","COMPANY-ab5305820736141e05f7974a","双林股份","双林股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/双林股份公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 双林股份是汽车座椅驱动、轴承单元和丝杠设备资源向车用丝杠轴承、人形机器人 PRSM 迁移的观察型玩家，核心线索是 HDM 基本盘、无锡科之鑫磨床设备、车用滚珠丝杠轴承和机器人反向式行星滚柱丝杠。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0101","COMPANY-ab5305820736141e05f7974a","双林股份","双林股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/双林股份公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L34","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 传动系统 / 直线执行器；同时涉及上游丝杠加工设备和轻量化传动件。","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0102","COMPANY-ab5305820736141e05f7974a","双林股份","双林股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/双林股份公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L13","COMMERCIALIZATION_OR_DATA_GAP","当前阶段 ； 研报称公司滚柱丝杠已研发出样品、试制产线已建设完成，并对接国内两家头部新势力车企开发人形机器人用反向式 PRSM；但机器人批量供货、收入和客户定点仍待验证。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0103","COMPANY-fd20c919a4936325e36ee10d","斯菱智驱","斯菱智驱公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/斯菱智驱公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 斯菱智驱是汽车轴承能力向具身智能迁移的观察型玩家，主业基础在汽车后市场轴承和海外渠道，机器人方向重点看谐波减速器、执行器模组、机器人减速器专用轴承和银球科技微小型精密轴承协同。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0104","COMPANY-fd20c919a4936325e36ee10d","斯菱智驱","斯菱智驱公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/斯菱智驱公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L34","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 轴承 / 减速器 / 执行器模组","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0105","COMPANY-fd20c919a4936325e36ee10d","斯菱智驱","斯菱智驱公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/斯菱智驱公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L42","COMMERCIALIZATION_OR_DATA_GAP","产品 / 系列 ； 应用位置 ； 技术路线 / 特点 ； 已披露状态 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0106","COMPANY-c776b8310eec6abd96c1e7ea","苏轴股份","苏轴股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/苏轴股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 苏轴股份是机器人轴承环节中线索最直接的国产玩家之一，重点在滚针轴承、滚动体、RV 减速机用向心滚针和保持架组件、谐波减速器用薄壁交叉圆柱滚子轴承。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0107","COMPANY-c776b8310eec6abd96c1e7ea","苏轴股份","苏轴股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/苏轴股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L33","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 轴承 / 减速器上游关键件","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0108","COMPANY-c776b8310eec6abd96c1e7ea","苏轴股份","苏轴股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/苏轴股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L13","COMMERCIALIZATION_OR_DATA_GAP","当前阶段 ； RV 减速机用向心滚针和保持架组件已实现小批供货，谐波减速器用薄壁交叉圆柱滚子轴承研发项目已完成；但机器人轴承收入、客户定点、供货量和产品寿命未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0109","COMPANY-3852779ea508500d9e5119a2","他山科技","他山科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/他山科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0110","COMPANY-3852779ea508500d9e5119a2","他山科技","他山科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/他山科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-3852779ea508500d9e5119a2","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0111","COMPANY-3852779ea508500d9e5119a2","他山科技","他山科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/他山科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地公开资料、官网产品页、展会资料和触觉专题整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0112","COMPANY-d0462e74e6ad9918af45bfb5","夏厦精密","夏厦精密公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/夏厦精密公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","夏厦精密（001306.SZ）在机器人产业链中应放在“小模数精密齿轮和精密传动件向机器人减速机、行星滚柱丝杠和加工装备延伸”的位置。公司基本盘是小模数齿轮及相关产品，应用在汽车、电动工具、减速机、刀具和设备等领域；机器人相关弹性来自精密齿轮、精密减速机、行星滚柱丝杠、机器人核心零部件加工装备和越南基地精密传动结构产品。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0113","COMPANY-d0462e74e6ad9918af45bfb5","夏厦精密","夏厦精密公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/夏厦精密公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-d0462e74e6ad9918af45bfb5","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0114","COMPANY-d0462e74e6ad9918af45bfb5","夏厦精密","夏厦精密公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/夏厦精密公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L39","COMMERCIALIZATION_OR_DATA_GAP","下游 ； 人形机器人、四足机器人、工业机器人、电动工具、汽车 ； 机器人客户未披露；汽车和电动工具仍是收入基础 ； 机器人业务不能用汽车齿轮收入外推","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0115","COMPANY-8cb755b5db1da718c2363004","星汇传感","星汇传感公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/星汇传感公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0116","COMPANY-8cb755b5db1da718c2363004","星汇传感","星汇传感公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/星汇传感公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-8cb755b5db1da718c2363004","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0117","COMPANY-8cb755b5db1da718c2363004","星汇传感","星汇传感公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/星汇传感公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地公开资料、官网资料、中鼎股份相关文档和力传感器专题整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0118","COMPANY-8cb17c178d28aefbec1e86c6","优仕特","优仕特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/优仕特公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 优仕特是专注于行星滚柱丝杠的专业厂商，官网产品覆盖标准式、循环式、反向式和微型行星滚柱丝杠，是国内/台系 PRSM 专业厂中值得跟踪的非上市玩家。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0119","COMPANY-8cb17c178d28aefbec1e86c6","优仕特","优仕特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/优仕特公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 传动系统 / 行星滚柱丝杠","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0120","COMPANY-8cb17c178d28aefbec1e86c6","优仕特","优仕特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/优仕特公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L13","COMMERCIALIZATION_OR_DATA_GAP","当前阶段 ； 产品谱系较聚焦，研报将其与南京工艺、博特精工列入国内行星滚柱丝杠第一梯队/少量供货厂商；但机器人客户、财务和产能均未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0121","COMPANY-d4c6dd3f72bfca5a34ff96f4","猿声科技","猿声科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/猿声科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0122","COMPANY-d4c6dd3f72bfca5a34ff96f4","猿声科技","猿声科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/猿声科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-d4c6dd3f72bfca5a34ff96f4","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0123","COMPANY-d4c6dd3f72bfca5a34ff96f4","猿声科技","猿声科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/猿声科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于既有力传感器、柔性触觉专题和柯力传感相关文档整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0124","COMPANY-d88b322fad808b72365299c6","长盛轴承","长盛轴承公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/长盛轴承公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 长盛轴承是自润滑轴承/滑动轴承公司，机器人方向更适合作为“低速重载、摆动连接、免维护轴承 + 微型滚珠丝杠”的观察对象，而不是当前已验证的机器人核心零部件主供。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0125","COMPANY-d88b322fad808b72365299c6","长盛轴承","长盛轴承公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/长盛轴承公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L33","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件 / 轴承 / 线性传动交叉环节","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0126","COMPANY-d88b322fad808b72365299c6","长盛轴承","长盛轴承公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/长盛轴承公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L41","COMMERCIALIZATION_OR_DATA_GAP","产品 / 系列 ； 应用位置 ； 技术路线 / 特点 ； 已披露状态 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0127","COMPANY-56c3654f21e48147ae27a9cc","兆丰股份","兆丰股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/兆丰股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","兆丰股份（300695.SZ）在机器人产业链中应放在“汽车轮毂轴承现金流 + 机器人丝杠/关节核心件 + 具身智能生态投资”的复合型观察位置。公司基本盘是汽车轮毂轴承单元和分离轴承；机器人相关弹性来自人形机器人滚珠丝杠、关节零部件、浙江兆聚智能合资公司、机器人数据采集/训练中心，以及对乐聚、开普勒、云深处等机器人公司的投资。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0128","COMPANY-56c3654f21e48147ae27a9cc","兆丰股份","兆丰股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/兆丰股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-56c3654f21e48147ae27a9cc","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0129","COMPANY-56c3654f21e48147ae27a9cc","兆丰股份","兆丰股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/兆丰股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L38","COMMERCIALIZATION_OR_DATA_GAP","中游/下游 ； 浙江兆聚智能 ； 与乐聚机器人合资，涉及关键零部件、机器人产品和训练业务 ； 生态平台，收入和产品边界待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0130","COMPANY-40adef0365fbba15f1148bd9","中鼎股份-星汇传感","中鼎股份-星汇传感公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中鼎股份-星汇传感公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 中鼎股份是汽车零部件平台型公司，正在把精密制造、橡胶密封、底盘、热管理能力外溢到人形机器人；星汇传感是其力传感器布局的核心抓手，但中鼎对星汇传感持股 35%、权益法核算，机器人力传感器实际收入、利润、ASP 和客户供货量仍未拆开。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0131","COMPANY-40adef0365fbba15f1148bd9","中鼎股份-星汇传感","中鼎股份-星汇传感公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中鼎股份-星汇传感公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L35","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 中游核心零部件、机器人本体代工、部分上游材料/结构件能力","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0132","COMPANY-40adef0365fbba15f1148bd9","中鼎股份-星汇传感","中鼎股份-星汇传感公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中鼎股份-星汇传感公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L43","COMMERCIALIZATION_OR_DATA_GAP","产品 / 系列 ； 应用位置 ； 技术路线 / 特点 ； 已披露状态 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0133","COMPANY-a770b8a5ad012ce957470a4c","1X Technologies","1X Technologies公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/1X Technologies公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 1X Technologies 是海外人形机器人中少数明确押注家庭/消费场景的公司，NEO 路线强调安全、远程协助和家庭任务，和 Tesla/Figure 的工厂场景不同。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0134","COMPANY-a770b8a5ad012ce957470a4c","1X Technologies","1X Technologies公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/1X Technologies公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 下游本体厂 / 家庭服务人形机器人","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0135","COMPANY-a770b8a5ad012ce957470a4c","1X Technologies","1X Technologies公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/1X Technologies公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：主要使用 1X 官网、NEO 产品公开资料、本地人形机器人研报和本体厂供应链专题。官网作为 B 级证据，研报/媒体线索作为 C/D 级证据；公司为非上市公司，财务、销量、供应链和真实交付数据未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0136","COMPANY-715edf8ba8729420cd4d1ce8","ABB","ABB公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/ABB公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； ABB 是全球工业机器人和电气自动化龙头，机器人业务与控制器、伺服、软件和工厂自动化深度协同，代表高端工业机器人系统能力。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0137","COMPANY-715edf8ba8729420cd4d1ce8","ABB","ABB公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/ABB公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 工业机器人本体 / 控制与自动化","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0138","COMPANY-715edf8ba8729420cd4d1ce8","ABB","ABB公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/ABB公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：ABB 官网/年报、ABB Robotics 产品资料、工业机器人和控制专题。官方资料为 A/B 级，研报为 C 级；本轮未拆出机器人分型号 ASP、寿命和人形客户。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0139","COMPANY-261aaeac362dc4d476a93aff","Agility Robotics","Agility Robotics公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Agility Robotics公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Agility Robotics 是海外人形机器人中商业部署证据最硬的一类，Digit 已在 GXO 物流仓储场景形成 RaaS 商业化样本，重点价值在真实仓储任务和连续运营数据。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0140","COMPANY-261aaeac362dc4d476a93aff","Agility Robotics","Agility Robotics公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Agility Robotics公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 下游本体厂 / 物流人形机器人","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0141","COMPANY-261aaeac362dc4d476a93aff","Agility Robotics","Agility Robotics公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Agility Robotics公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：主要使用 Agility Robotics 官网、GXO 商业部署新闻、本地人形机器人研报和本体厂供应链专题。官方资料作为 B 级证据，研报作为 C 级证据；公司为非上市公司，收入、利润、销量和 BOM 未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0142","COMPANY-3b39ea849059759fec1b4586","Apptronik","Apptronik公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Apptronik公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Apptronik 是北美工业人形机器人重要玩家，Apollo 定位工业劳动力场景，优势在 NASA/DARPA 背景、Google DeepMind 合作和 3.5 亿美元级融资支持。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0143","COMPANY-3b39ea849059759fec1b4586","Apptronik","Apptronik公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Apptronik公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 下游本体厂 / 工业人形机器人","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0144","COMPANY-3b39ea849059759fec1b4586","Apptronik","Apptronik公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Apptronik公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：主要使用 Apptronik 官网、2025 年 Series A 官方融资新闻、Google DeepMind/Mercedes-Benz/Jabil 等公开合作线索、本地人形机器人研报。官方资料作为 B 级证据，研报作为 C 级证据；公司为非上市公司，收入、利润、销量和 BOM 未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0145","COMPANY-1b72e7810c45b1ea062d5ad5","Boston Dynamics","Boston Dynamics公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Boston Dynamics公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Boston Dynamics 是全球机器人运动控制和整机工程标杆，Spot/Stretch 已商业化，Electric Atlas 代表高端人形平台；其意义更多是技术标杆和产业风向，而非已披露的大规模人形收入。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0146","COMPANY-1b72e7810c45b1ea062d5ad5","Boston Dynamics","Boston Dynamics公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Boston Dynamics公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 下游本体厂 / 高端机器人平台","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0147","COMPANY-1b72e7810c45b1ea062d5ad5","Boston Dynamics","Boston Dynamics公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Boston Dynamics公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L13","COMMERCIALIZATION_OR_DATA_GAP","当前阶段 ； Spot 与 Stretch 已商业销售；电动 Atlas 处于新平台验证/产业化准备阶段，尚未披露正式大规模销售收入。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0148","COMPANY-2645a36c613ba9a88de899ec","FANUC","FANUC公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/FANUC公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； FANUC 是全球 CNC、伺服和工业机器人龙头，优势在“控制系统 + 伺服 + 机器人 + 机床自动化”的高可靠闭环，是机器人自动化领域最强海外基准之一。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0149","COMPANY-2645a36c613ba9a88de899ec","FANUC","FANUC公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/FANUC公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 工业机器人本体 / CNC / 伺服控制","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0150","COMPANY-2645a36c613ba9a88de899ec","FANUC","FANUC公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/FANUC公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：FANUC 官网/投资者资料、工业机器人和控制专题。官方资料为 A/B 级，研报为 C 级；本轮未拆出人形机器人客户和机器人分型号价格。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0151","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","Figure AI公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Figure AI公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Figure AI 是北美人形机器人头部公司之一，核心看点是 Figure 02/03 硬件迭代、Helix 具身智能系统、BMW 工厂验证和大额融资支撑的量产能力。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0152","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","Figure AI公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Figure AI公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 下游本体厂 / 人形机器人","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0153","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","Figure AI公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Figure AI公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：主要使用 Figure AI 官网、Figure Series C 官方新闻、BMW 相关公开资料、本地人形机器人研报和本体厂供应链专题。官网/官方新闻作为 B 级证据，研报作为 C 级证据；公司为非上市公司，财务、销量、客户合同金额和 BOM 未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0154","COMPANY-dd4963ab9570256e0e6aa657","KUKA","KUKA公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/KUKA公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； KUKA 是全球工业机器人“四大家族”之一，强在汽车工业、系统集成、工业机器人本体和软件控制；被美的收购后也具备中国制造和自动化应用协同。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0155","COMPANY-dd4963ab9570256e0e6aa657","KUKA","KUKA公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/KUKA公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 工业机器人本体 / 控制与系统集成","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0156","COMPANY-dd4963ab9570256e0e6aa657","KUKA","KUKA公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/KUKA公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","COMMERCIALIZATION_OR_DATA_GAP","客户 ； 汽车和一般工业客户广；人形客户未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0157","COMPANY-91aa803ab0181616e8e09b29","Mitsubishi Electric","Mitsubishi Electric公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Mitsubishi Electric公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Mitsubishi Electric 是全球工厂自动化、PLC、伺服、变频器和工业机器人重要玩家，MELSEC/MELSERVO 等产品在亚洲制造业客户中基础深。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0158","COMPANY-91aa803ab0181616e8e09b29","Mitsubishi Electric","Mitsubishi Electric公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Mitsubishi Electric公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 控制器 / 伺服驱动 / 工业机器人","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0159","COMPANY-91aa803ab0181616e8e09b29","Mitsubishi Electric","Mitsubishi Electric公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Mitsubishi Electric公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L32","COMMERCIALIZATION_OR_DATA_GAP","产量 / 产能 ； 未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0160","COMPANY-1508325d5114b4b9f0325b35","Omron","Omron公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Omron公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Omron 是传感器、PLC、运动控制、安全和机器人自动化平台公司，2025 年设立专门机器人组织，说明其将机器人纳入工业自动化主线。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0161","COMPANY-1508325d5114b4b9f0325b35","Omron","Omron公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Omron公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 控制器 / 传感器 / 工业机器人与移动机器人","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0162","COMPANY-1508325d5114b4b9f0325b35","Omron","Omron公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Omron公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L32","COMMERCIALIZATION_OR_DATA_GAP","产量 / 产能 ； 未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0163","COMPANY-38d4838441ff12c792ba8ffb","Sanctuary AI","Sanctuary AI公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Sanctuary AI公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Sanctuary AI 是海外人形机器人中重视“通用劳动力 + 遥操作/数据采集 + Carbon AI 控制系统”的玩家，Phoenix 是其人形本体平台。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0164","COMPANY-38d4838441ff12c792ba8ffb","Sanctuary AI","Sanctuary AI公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Sanctuary AI公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 下游本体厂 / 通用人形机器人","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0165","COMPANY-38d4838441ff12c792ba8ffb","Sanctuary AI","Sanctuary AI公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Sanctuary AI公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：主要使用 Sanctuary AI 官网、Phoenix/Carbon AI 公开资料、本地人形机器人研报和本体厂供应链专题。官网作为 B 级证据，研报作为 C 级证据；公司为非上市公司，财务、销量、BOM 和供应商未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0166","COMPANY-08bec4c8747cb512b4ef0a29","Tesla Optimus","Tesla Optimus公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Tesla Optimus公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Tesla Optimus 是全球人形机器人产业链最强“需求定义者”之一，优势不是已形成外部收入，而是车端 AI、制造、供应链、工厂场景和资本开支能力可复用。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0167","COMPANY-08bec4c8747cb512b4ef0a29","Tesla Optimus","Tesla Optimus公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Tesla Optimus公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 下游本体厂 / 平台型需求方","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0168","COMPANY-08bec4c8747cb512b4ef0a29","Tesla Optimus","Tesla Optimus公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Tesla Optimus公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：主要使用 Tesla 官方 AI/Optimus 页面、SEC 2025 年报、已处理人形机器人研报和本体厂供应链穿透专题。官方/SEC 作为 A/B 级证据，研报作为 C 级证据；Optimus 尚未披露单独收入、销量、BOM、供应商和 ASP。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0169","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","Universal Robots公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Universal Robots公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Universal Robots 是全球协作机器人商业化标杆和生态型玩家，优势在产品谱系、全球渠道、UR+ 生态和长期装机基础；对人形机器人不是直接映射，但对协作自动化市场有强话语权。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0170","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","Universal Robots公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Universal Robots公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 下游本体厂 / 协作机器人","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0171","COMPANY-7b2fdbe6e3f78188f1ac1d89","Universal Robots","Universal Robots公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Universal Robots公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L38","COMMERCIALIZATION_OR_DATA_GAP","产品 / 系列 ； 应用位置 ； 已披露状态 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0172","COMPANY-c7298c56cf3bef14f3f28066","Yaskawa","Yaskawa公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Yaskawa公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Yaskawa 是全球工业机器人和伺服系统龙头之一，Motoman 机器人、Sigma 伺服和运动控制能力构成完整自动化底盘，是国产工业机器人和伺服厂的重要对标。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0173","COMPANY-c7298c56cf3bef14f3f28066","Yaskawa","Yaskawa公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Yaskawa公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 工业机器人本体 / 伺服与运动控制","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0174","COMPANY-c7298c56cf3bef14f3f28066","Yaskawa","Yaskawa公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Yaskawa公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L6","COMMERCIALIZATION_OR_DATA_GAP","资料口径：Yaskawa 官网/投资者资料、工业机器人和电机专题。官方资料为 A/B 级，研报为 C 级；本轮未拆出人形机器人客户、分型号 ASP 和寿命。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0175","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","埃夫特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/埃夫特公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L11","PROFILE_SUMMARY","埃夫特（688165.SH）在机器人产业链中应放在 工业机器人整机、核心零部件和系统集成 环节。公司是真正的工业机器人本体厂，但 2025 年经营承压明显，欧洲系统集成业务受汽车行业转型冲击，收入下滑且亏损扩大。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0176","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","埃夫特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/埃夫特公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 中游工业机器人本体厂","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0177","COMPANY-1972ffb340ad3833ca1779c7","埃夫特","埃夫特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/埃夫特公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L45","COMMERCIALIZATION_OR_DATA_GAP","人形机器人 ； 未披露 ； 无直接证据 ； E ； 暂不作为主线","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0178","COMPANY-cf4ec9a3c33afd0fac700977","遨博智能","遨博智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/遨博智能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L9","PROFILE_SUMMARY","遨博智能应放在 协作机器人本体厂 / 工业、商业和教育应用平台 环节。公司是国内协作机器人重要玩家之一，核心分析点是协作机器人销量、价格带、海外渠道、行业客户和核心零部件外采关系。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0179","COMPANY-cf4ec9a3c33afd0fac700977","遨博智能","遨博智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/遨博智能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-cf4ec9a3c33afd0fac700977","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0180","COMPANY-cf4ec9a3c33afd0fac700977","遨博智能","遨博智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/遨博智能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于既有市场文档和公开资料整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0181","COMPANY-74a32081e4af353a2d77c357","傅利叶智能","傅利叶智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/傅利叶智能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0182","COMPANY-74a32081e4af353a2d77c357","傅利叶智能","傅利叶智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/傅利叶智能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-74a32081e4af353a2d77c357","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0183","COMPANY-74a32081e4af353a2d77c357","傅利叶智能","傅利叶智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/傅利叶智能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地官网产品页、开发者资料、研报摘录和本体厂供应链穿透文档整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0184","COMPANY-1904c656b5282003a0a16840","海康威视-海康机器人","海康威视-海康机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/海康威视-海康机器人公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","海康威视（002415.SZ）本体是全球智能物联和视频感知龙头，海康机器人是其创新业务中的机器视觉和移动机器人平台。机器人产业链里，海康机器人应放在“工业机器视觉核心部件 / 工业视觉系统 / AMR 移动机器人 / 关节机器人”位置，不宜简单写成“人形机器人 3D 视觉供应商”。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0185","COMPANY-1904c656b5282003a0a16840","海康威视-海康机器人","海康威视-海康机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/海康威视-海康机器人公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-1904c656b5282003a0a16840","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0186","COMPANY-1904c656b5282003a0a16840","海康威视-海康机器人","海康威视-海康机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/海康威视-海康机器人公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","COMMERCIALIZATION_OR_DATA_GAP","核心判断 ； 收入规模和产业化能力最强的一类玩家，但人形机器人视觉客户和单品数据未披露 ； E","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0187","COMPANY-83d812abb5091112d2f386a3","节卡机器人","节卡机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/节卡机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L9","PROFILE_SUMMARY","节卡机器人应放在 协作机器人本体厂 / 工业自动化应用平台 环节。公司核心价值是协作机器人产品、应用场景和渠道，而不是独立零部件外供。对机器人产业链研究来说，节卡是观察国产协作机器人出海、客户结构和上游核心件自研/外采边界的重要样本。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0188","COMPANY-83d812abb5091112d2f386a3","节卡机器人","节卡机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/节卡机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-83d812abb5091112d2f386a3","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0189","COMPANY-83d812abb5091112d2f386a3","节卡机器人","节卡机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/节卡机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于既有市场文档、控制器 / 驱动器文档和公开资料整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0190","COMPANY-814fbc154298ecaf6cc21d93","开普勒机器人","开普勒机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/开普勒机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0191","COMPANY-814fbc154298ecaf6cc21d93","开普勒机器人","开普勒机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/开普勒机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-814fbc154298ecaf6cc21d93","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0192","COMPANY-814fbc154298ecaf6cc21d93","开普勒机器人","开普勒机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/开普勒机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于公开新闻、公开产品页和本体厂供应链穿透文档整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0193","COMPANY-e2b85836124786cc5849ec84","乐聚机器人","乐聚机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/乐聚机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0194","COMPANY-e2b85836124786cc5849ec84","乐聚机器人","乐聚机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/乐聚机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-e2b85836124786cc5849ec84","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0195","COMPANY-e2b85836124786cc5849ec84","乐聚机器人","乐聚机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/乐聚机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地官网产品页、研报摘录和本体厂供应链穿透文档整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0196","COMPANY-0ac944ec91b046449b0c5c93","珞石机器人","珞石机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/珞石机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L9","PROFILE_SUMMARY","珞石机器人应放在 工业机器人 / 协作机器人本体厂、柔性制造应用平台 环节。公司产品覆盖协作机器人和轻量工业机器人，适合用于观察国产机器人在 3C、汽车零部件、医疗、教育等细分场景的国产替代。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0197","COMPANY-0ac944ec91b046449b0c5c93","珞石机器人","珞石机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/珞石机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-0ac944ec91b046449b0c5c93","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0198","COMPANY-0ac944ec91b046449b0c5c93","珞石机器人","珞石机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/珞石机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于既有市场文档和公开资料整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0199","COMPANY-ed0ecc1cefa680fe82666281","小米集团","小米集团公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/小米集团公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","小米集团（01810.HK）在机器人产业链中应放在 “人车家全生态”平台、AI/汽车/IoT 技术向机器人迁移、本体厂潜在玩家和机器人供应链投资方 环节。小米不是当前人形机器人收入披露公司，但其车端、AIoT、制造、渠道和投资生态给机器人长期布局提供了资源基础。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0200","COMPANY-ed0ecc1cefa680fe82666281","小米集团","小米集团公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/小米集团公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 平台型本体厂候选 / AI 与生态入口","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0201","COMPANY-ed0ecc1cefa680fe82666281","小米集团","小米集团公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/小米集团公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L46","COMMERCIALIZATION_OR_DATA_GAP","机器人收入 ； 未披露 ； 不可外推","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0202","COMPANY-d15ff95eec38ec81fef4957f","小鹏汽车","小鹏汽车公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/小鹏汽车公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","小鹏汽车（XPEV.US / 9868.HK）在机器人产业链中应放在 本体厂 / 智能汽车平台向人形机器人迁移 / AI 与自动驾驶技术外溢 环节。它不是当前已披露人形机器人收入的公司，机器人价值更多来自自动驾驶、AI 芯片、视觉感知、运动控制、供应链制造和数据闭环向人形机器人 IRON 的迁移。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0203","COMPANY-d15ff95eec38ec81fef4957f","小鹏汽车","小鹏汽车公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/小鹏汽车公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 中游本体厂 / 平台型整车厂","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0204","COMPANY-d15ff95eec38ec81fef4957f","小鹏汽车","小鹏汽车公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/小鹏汽车公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","COMMERCIALIZATION_OR_DATA_GAP","2025 年小鹏汽车收入 767.2 亿元，同比增长 87.7%；全年净亏损 11.4 亿元，同比大幅收窄；交付 429445 辆，同比增长 125.9%；2025Q4 首次实现单季度盈利。机器人方面，IRON 被公司定位为未来重要方向，公开资料提到全固态电池、图灵 AI 芯片和多模态模型系统等线索，但尚未披露机器人收入、销量、客户或供应链。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0205","COMPANY-1eb315289e891f705deb94f8","新时达","新时达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/新时达公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L11","PROFILE_SUMMARY","新时达（002527.SZ）在机器人产业链中应放在 工业机器人产品及系统、通用控制与驱动、电梯控制和运动控制 环节。公司与埃斯顿类似，是本体和控制系统强耦合的公司，而不是纯外供控制器厂商。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0206","COMPANY-1eb315289e891f705deb94f8","新时达","新时达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/新时达公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 工业机器人本体 / 控制驱动一体化平台","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0207","COMPANY-1eb315289e891f705deb94f8","新时达","新时达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/新时达公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L45","COMMERCIALIZATION_OR_DATA_GAP","人形机器人 ； 未披露 ； 无直接收入证据 ； E ； 不宜写成具身核心标的","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0208","COMPANY-bbc41366a5a7cf784f1ebedb","星动纪元","星动纪元公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/星动纪元公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0209","COMPANY-bbc41366a5a7cf784f1ebedb","星动纪元","星动纪元公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/星动纪元公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-bbc41366a5a7cf784f1ebedb","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0210","COMPANY-bbc41366a5a7cf784f1ebedb","星动纪元","星动纪元公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/星动纪元公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地官网资料、研报摘录和公开新闻整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0211","COMPANY-30081094f2a8c83dd47b69fd","优必选","优必选公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/优必选公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","优必选（09880.HK）在机器人产业链中应放在 人形机器人本体厂、服务机器人、工业场景落地和全栈技术平台 环节。它不是上游零部件公司，而是决定 BOM、供应链、软硬件自研 / 外采边界和工业应用场景的本体厂。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0212","COMPANY-30081094f2a8c83dd47b69fd","优必选","优必选公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/优必选公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 中游本体厂 / 下游场景解决方案","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0213","COMPANY-30081094f2a8c83dd47b69fd","优必选","优必选公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/优必选公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L70","COMMERCIALIZATION_OR_DATA_GAP","成本与运维 ； 单台成本、售后成本、回款和复购未披露；高毛利率需要结合解决方案口径和客户回款复核。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0214","COMPANY-35826112ed957325dfd44955","宇树科技","宇树科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宇树科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0215","COMPANY-35826112ed957325dfd44955","宇树科技","宇树科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宇树科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-35826112ed957325dfd44955","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0216","COMPANY-35826112ed957325dfd44955","宇树科技","宇树科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宇树科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地产品手册、客户侧产品页、本体厂供应链穿透文档和研报摘录整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0217","COMPANY-f2eb5dfca6458c647ed83f68","越疆机器人","越疆机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/越疆机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L9","PROFILE_SUMMARY","越疆机器人应放在 协作机器人 / 桌面机械臂 / 轻量自动化本体厂 环节。公司以教育、轻工业、科研和桌面自动化产品知名，对研究机器人市场有两个价值：一是低价和易用型机器人如何扩展应用；二是协作机器人是否能进入更多中小客户和海外渠道。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0218","COMPANY-f2eb5dfca6458c647ed83f68","越疆机器人","越疆机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/越疆机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-f2eb5dfca6458c647ed83f68","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0219","COMPANY-f2eb5dfca6458c647ed83f68","越疆机器人","越疆机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/越疆机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于既有市场文档和公开资料整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0220","COMPANY-ed71c3420dbf50a96a81a36c","智元机器人","智元机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/智元机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0221","COMPANY-ed71c3420dbf50a96a81a36c","智元机器人","智元机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/智元机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-ed71c3420dbf50a96a81a36c","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0222","COMPANY-ed71c3420dbf50a96a81a36c","智元机器人","智元机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/智元机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地产品手册、官方商城、客户侧产品页、研报摘录和本体厂供应链穿透文档整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0223","COMPANY-6314aca04d860cbb503281f2","众擎机器人","众擎机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/众擎机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","PROFILE_SUMMARY","产品 / 线索 ； 定位 ； 当前证据 ； 判断","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0224","COMPANY-6314aca04d860cbb503281f2","众擎机器人","众擎机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/众擎机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-6314aca04d860cbb503281f2","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0225","COMPANY-6314aca04d860cbb503281f2","众擎机器人","众擎机器人公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/众擎机器人公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L5","COMMERCIALIZATION_OR_DATA_GAP","> 资料边界：本文基于本地官网资料、公开融资报道和机器人周报整理；非上市公司财务未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0226","COMPANY-c3fb302394e48fa308d0e794","恒锋工具","恒锋工具公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/恒锋工具公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","恒锋工具（300488.SZ）在机器人产业链中应放在 精密复杂刃量具 / 齿轮刀具 / 冷挤压成型刀具 / 丝杠与减速器加工工具 环节。它不是机器人减速器、丝杠或关节模组供应商，而是服务机器人关节、RV / 谐波减速器齿轮、丝杠和轴类传动件制造的刀具、模具和高端生产性服务供应商。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0227","COMPANY-c3fb302394e48fa308d0e794","恒锋工具","恒锋工具公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/恒锋工具公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-c3fb302394e48fa308d0e794","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0228","COMPANY-c3fb302394e48fa308d0e794","恒锋工具","恒锋工具公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/恒锋工具公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L16","COMMERCIALIZATION_OR_DATA_GAP","因此，恒锋工具可以写成“机器人减速器 / 丝杠加工国产刀具和模具端的前排玩家”，但还不能写成“机器人核心零部件主供”。关键待验证是机器人相关刀具收入、客户名称、供货量、刀具寿命、换刀频率、单位加工成本和订单放量节奏。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0229","COMPANY-78d868135c23c537a9b7150d","日发精机","日发精机公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/日发精机公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","日发精机（002520.SZ）在机器人产业链中更适合放在 丝杠和精密零部件加工设备 环节，而不是机器人零部件供应商。它的核心跟踪点是日发格芮德的高精数控螺纹磨削设备，尤其是用于行星滚柱丝杠副、丝杆和螺母加工的数控内螺纹磨床、丝杠磨床及磨削中心。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0230","COMPANY-78d868135c23c537a9b7150d","日发精机","日发精机公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/日发精机公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-78d868135c23c537a9b7150d","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0231","COMPANY-78d868135c23c537a9b7150d","日发精机","日发精机公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/日发精机公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L38","COMMERCIALIZATION_OR_DATA_GAP","产品 / 线索 ； 应用位置 ； 关键参数 / 进展 ； 当前阶段 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0232","COMPANY-7417beca866c841eb65a247d","沃尔德","沃尔德公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/沃尔德公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","沃尔德（688028.SH）在机器人产业链中应放在 丝杠加工刀具 / 超硬刀具 / PCBN 旋铣刀片 / 刀盘刀夹 / 减震阻尼刀杆 环节。它不是行星滚柱丝杠、滚珠丝杠或机器人执行器供应商，而是服务丝杠加工工艺的刀具和耗材供应商，本质上是直线执行器扩产中的“加工耗材端铲子”。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0233","COMPANY-7417beca866c841eb65a247d","沃尔德","沃尔德公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/沃尔德公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-7417beca866c841eb65a247d","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0234","COMPANY-7417beca866c841eb65a247d","沃尔德","沃尔德公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/沃尔德公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L35","COMMERCIALIZATION_OR_DATA_GAP","下游 ； 机器人、机床、汽车、航空等 ； 间接服务 ； 机器人收入未披露，需要客户侧验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0235","COMPANY-6e4d09b2f41b78b8b84a0656","沃特股份","沃特股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/沃特股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","沃特股份（002886.SZ）应放在“轻量化材料 / 结构件”的特种高分子材料平台环节跟踪，不是单一 PEEK 树脂公司。公司的优势在于 PAEK/PEEK、LCP、PPA、PPS、聚砜、工程塑料合金等材料体系，以及“合成、改性、加工”一体化能力。机器人端看点主要不是已披露收入，而是高耐磨、轻量化、绝缘、耐热材料在关节、丝杠 / 螺母、齿轮、结构件、电机定子包胶、线束和透波件中的导入可能。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0236","COMPANY-6e4d09b2f41b78b8b84a0656","沃特股份","沃特股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/沃特股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-6e4d09b2f41b78b8b84a0656","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0237","COMPANY-6e4d09b2f41b78b8b84a0656","沃特股份","沃特股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/沃特股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L62","COMMERCIALIZATION_OR_DATA_GAP","机器人相关收入 ； 未披露 ； 不能用特种高分子材料收入直接替代机器人收入","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0238","COMPANY-5b08c98718aa167d858096ac","Arkema","Arkema公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Arkema公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","Arkema 是全球特种材料供应商，机器人端相关材料包括 Kepstan PEKK、Rilsan PA11、Pebax 弹性体、Orgasol 粉末和 Sartomer 材料，适合轻量化结构、耐磨、弹性件和 3D 打印/复合材料。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0239","COMPANY-5b08c98718aa167d858096ac","Arkema","Arkema公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Arkema公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 轻量化结构件、弹性件、线缆护套、外壳、耐磨件、3D 打印部件","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0240","COMPANY-5b08c98718aa167d858096ac","Arkema","Arkema公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Arkema公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L40","COMMERCIALIZATION_OR_DATA_GAP","P0 ； Arkema 机器人材料客户、牌号、价格和供货量。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0241","COMPANY-78fe4a402ea19b4d5f0415bd","Denso","Denso公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Denso公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","Denso 是全球汽车热管理和电子电气 Tier1 龙头，机器人端更像“车端热管理能力迁移候选”，可关注微型泵、阀、冷却模块、热交换器和功率电子散热，但当前机器人直接收入未披露。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0242","COMPANY-78fe4a402ea19b4d5f0415bd","Denso","Denso公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Denso公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 人形机器人电池/算力/电驱散热、液冷/风冷模块、微型阀泵","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0243","COMPANY-78fe4a402ea19b4d5f0415bd","Denso","Denso公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Denso公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","COMMERCIALIZATION_OR_DATA_GAP","Denso 是全球汽车热管理和电子电气 Tier1 龙头，机器人端更像“车端热管理能力迁移候选”，可关注微型泵、阀、冷却模块、热交换器和功率电子散热，但当前机器人直接收入未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0244","COMPANY-c4a3ec689da94dcf0df1fbe0","Evonik","Evonik公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Evonik公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","Evonik 是全球特种化学和高性能聚合物供应商，机器人端相关材料包括 VESTAKEEP PEEK、VESTAMID PA12、PEBA、3D 打印材料和复合材料，适合轻量化、耐磨、绝缘和增材制造部件。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0245","COMPANY-c4a3ec689da94dcf0df1fbe0","Evonik","Evonik公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Evonik公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 关节耐磨件、轻量化结构件、线缆/管路、外壳、快速原型和小批量部件","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0246","COMPANY-c4a3ec689da94dcf0df1fbe0","Evonik","Evonik公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Evonik公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L40","COMMERCIALIZATION_OR_DATA_GAP","P0 ； Evonik 机器人材料客户、牌号、供货量、价格和寿命。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0247","COMPANY-39dcdc9f5f56925cb4399da0","Hanon Systems","Hanon Systems公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Hanon Systems公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","Hanon Systems 是全球汽车热管理 Tier1，产品覆盖 HVAC、压缩机、冷却模块、热泵和电动车热管理。机器人端是潜在迁移方向，直接订单和收入尚未披露。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0248","COMPANY-39dcdc9f5f56925cb4399da0","Hanon Systems","Hanon Systems公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Hanon Systems公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 电池、算力、关节电驱和液冷/风冷模块候选","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0249","COMPANY-39dcdc9f5f56925cb4399da0","Hanon Systems","Hanon Systems公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Hanon Systems公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","COMMERCIALIZATION_OR_DATA_GAP","Hanon Systems 是全球汽车热管理 Tier1，产品覆盖 HVAC、压缩机、冷却模块、热泵和电动车热管理。机器人端是潜在迁移方向，直接订单和收入尚未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0250","COMPANY-6024f0bdbec7ae4ca8f0d052","Mahle","Mahle公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Mahle公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","MAHLE 是德国汽车零部件和热管理供应商，机器人端可关注小型泵、热管理模块、电机/电子散热、风扇和冷却系统。当前更像热管理技术和车规供应链迁移候选，而非已验证机器人供应商。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0251","COMPANY-6024f0bdbec7ae4ca8f0d052","Mahle","Mahle公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Mahle公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 机器人电池、电机、控制器和算力模块散热","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0252","COMPANY-6024f0bdbec7ae4ca8f0d052","Mahle","Mahle公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Mahle公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L40","COMMERCIALIZATION_OR_DATA_GAP","P0 ； MAHLE 是否有机器人热管理客户或样件合作。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0253","COMPANY-0a54971ee1403ee30e7c605e","Solvay","Solvay公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Solvay公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","Solvay 是全球高性能聚合物和特种材料供应商，机器人端相关材料包括 KetaSpire PEEK、AvaSpire PAEK、Torlon PAI、Ryton PPS、Ajedium 薄膜等，适合耐磨、耐热、绝缘、轻量化和高可靠部件。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0254","COMPANY-0a54971ee1403ee30e7c605e","Solvay","Solvay公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Solvay公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 关节耐磨件、齿轮、轴套、绝缘件、结构件、线缆和电子材料","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0255","COMPANY-0a54971ee1403ee30e7c605e","Solvay","Solvay公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Solvay公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L40","COMMERCIALIZATION_OR_DATA_GAP","P0 ； Solvay 机器人材料客户、牌号、价格、寿命和供货量。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0256","COMPANY-be5ef310ffa63206bd47e0cd","Valeo","Valeo公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Valeo公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","Valeo 是全球汽车零部件 Tier1，覆盖热管理、传感器、照明、电驱和辅助驾驶。机器人端最相关的是热管理、传感/视觉和车规电子能力迁移，但当前机器人直接供货证据不足。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0257","COMPANY-be5ef310ffa63206bd47e0cd","Valeo","Valeo公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Valeo公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 机器人热管理、传感感知、线束/电子和电驱系统候选","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0258","COMPANY-be5ef310ffa63206bd47e0cd","Valeo","Valeo公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Valeo公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L40","COMMERCIALIZATION_OR_DATA_GAP","P0 ； Valeo 是否进入机器人热管理或传感供应链。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0259","COMPANY-14076a945f79ebf37e497d3b","Victrex","Victrex公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Victrex公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","Victrex 是全球 PEEK/PAEK 高性能聚合物龙头，机器人端价值在轻量化、耐磨齿轮/轴套、绝缘、耐热和结构件材料。话语权强在材料牌号、认证和客户验证，短板是价格高和机器人收入未拆。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0260","COMPANY-14076a945f79ebf37e497d3b","Victrex","Victrex公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Victrex公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L18","PRODUCT_OR_CHAIN_POSITION","机器人应用 ； 关节齿轮/蜗杆、轴套、绝缘件、轻量化结构件、线缆和耐磨部件","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0261","COMPANY-14076a945f79ebf37e497d3b","Victrex","Victrex公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Victrex公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L40","COMMERCIALIZATION_OR_DATA_GAP","P0 ； Victrex 是否进入机器人客户，牌号、供货量、价格和寿命。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0262","COMPANY-03bf1ee66767c314bae45c30","爱柯迪","爱柯迪公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/爱柯迪公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","爱柯迪（600933.SH）在机器人产业链中应放在 铝合金 / 镁合金 / 锌合金精密压铸件与轻量化结构件制造 环节。它不是材料厂，而是更接近汽车精密压铸平台向机器人结构件迁移的中游制造商。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0263","COMPANY-03bf1ee66767c314bae45c30","爱柯迪","爱柯迪公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/爱柯迪公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 中游轻量化结构件制造，兼具材料和工艺能力","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0264","COMPANY-03bf1ee66767c314bae45c30","爱柯迪","爱柯迪公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/爱柯迪公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","COMMERCIALIZATION_OR_DATA_GAP","机器人线索主要有三条：一是公司持续研发机器人用铝合金、镁合金、锌合金精密零件；二是镁合金事业部实现量产验证，免热处理高强度铝合金材料、高固相半固态压铸材料等技术有助于机器人轻量化结构件；三是并购卓尔博切入电机铁芯业务，研报认为有助于形成“汽车 + 机器人”双轮驱动。公开资料还提到公司成功开发机器人核心结构件并实现订单交付，但客户、金额和供货量未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0265","COMPANY-13184d8f52bb112d1d5c7361","宝钢股份","宝钢股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宝钢股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","宝钢股份（600019.SH）在机器人产业链中应放在 高强钢 / 汽车板 / 硅钢 / 钢铁材料平台 环节。它不是机器人零部件厂，当前也没有披露机器人客户或机器人材料收入；但它的高强钢、超高强钢、硅钢、汽车用钢和机械制造用钢，和机器人轻量化结构件、电机铁芯材料、承力件、壳体、工装模具存在材料迁移关系。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0266","COMPANY-13184d8f52bb112d1d5c7361","宝钢股份","宝钢股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宝钢股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 上游材料供应，非机器人部件厂","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0267","COMPANY-13184d8f52bb112d1d5c7361","宝钢股份","宝钢股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宝钢股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L44","COMMERCIALIZATION_OR_DATA_GAP","冷轧汽车板 ； 轻量化冲压件、结构件 ； 研报称冷轧汽车板和硅钢产品持续保持高市占率 ； C ； 汽车客户优势强，机器人迁移待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0268","COMPANY-a5fe963a86d5719f86d6346c","宝武镁业-云海金属","宝武镁业-云海金属公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宝武镁业-云海金属公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","宝武镁业（002182.SZ，原云海金属）在机器人产业链中应放在 镁合金 / 镁铝轻量化材料 / 结构件材料上游与中游深加工 环节。它比一般材料厂更重要的地方在于：不仅有原镁、镁合金和矿山资源，还布局镁合金压铸、铝挤压、半固态工艺、建筑模板和汽车大件等深加工能力。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0269","COMPANY-a5fe963a86d5719f86d6346c","宝武镁业-云海金属","宝武镁业-云海金属公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宝武镁业-云海金属公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L26","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 上游材料 + 中游压铸 / 挤压 / 深加工","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0270","COMPANY-a5fe963a86d5719f86d6346c","宝武镁业-云海金属","宝武镁业-云海金属公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宝武镁业-云海金属公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L14","COMMERCIALIZATION_OR_DATA_GAP","但当前仍不能写成机器人批量供应商。公司未披露机器人订单、机器人收入、具体结构件型号、供货量、ASP、寿命、良率和供货周期。它应被定义为“人形机器人轻量化材料和镁合金结构件潜在核心供应商”，证据强于多数纯概念材料公司，但低于已披露机器人订单或收入的部件厂。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0271","COMPANY-8e161c79f9af225286f748a8","道明光学","道明光学公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/道明光学公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","道明光学（002632.SZ）在机器人产业链中应放在 光学膜材、电子功能材料和导热 / 功能膜材料候选 环节。公司传统主业为反光材料，近年来光学显示与电子功能材料成为第二增长方向；既有机器人热管理专题将其列入导热材料候选名单。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0272","COMPANY-8e161c79f9af225286f748a8","道明光学","道明光学公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/道明光学公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人功能材料低到中优先级候选","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0273","COMPANY-8e161c79f9af225286f748a8","道明光学","道明光学公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/道明光学公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L34","COMMERCIALIZATION_OR_DATA_GAP","机器人专用材料 ； 未披露 ； 无直接证据 ； E ； 当前证据弱","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0274","COMPANY-5f6dbb6bb7d4196ab11caab9","得润电子","得润电子公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/得润电子公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","得润电子（002055.SZ，ST 得润）在机器人产业链中应放在 精密连接器、家电线束及连接组件、汽车电气系统 环节。公司具备电子互连和汽车电气系统经验，理论上可迁移到机器人电源、信号、传感器和控制器线束连接，但当前没有披露机器人客户、供货量或机器人收入。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0275","COMPANY-5f6dbb6bb7d4196ab11caab9","得润电子","得润电子公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/得润电子公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人互连系统候选供应","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0276","COMPANY-5f6dbb6bb7d4196ab11caab9","得润电子","得润电子公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/得润电子公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L33","COMMERCIALIZATION_OR_DATA_GAP","汽车电气系统 ； 机器人动力 / 信号线束候选 ； 2025 年收入约 5.23 亿元 ； A/E ； 汽车经验可迁移但客户未披露","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0277","COMPANY-28848062c31d6646285682c5","盾安环境","盾安环境公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/盾安环境公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","盾安环境（002011.SZ）在机器人产业链中应放在 热管理零部件、阀件、换热器、液冷 / 制冷热管理部件候选供应 环节。公司主业是制冷空调零部件、制冷设备和新能源汽车热管理核心零部件，机器人端主要是能力迁移：如果人形机器人或移动机器人出现更高算力、更高功率密度和更长时间连续运行需求，泵阀、换热器、冷板接口和局部温控部件会有机会。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0278","COMPANY-28848062c31d6646285682c5","盾安环境","盾安环境公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/盾安环境公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人热管理系统候选供应","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0279","COMPANY-28848062c31d6646285682c5","盾安环境","盾安环境公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/盾安环境公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L34","COMMERCIALIZATION_OR_DATA_GAP","机器人专用热管理件 ； 未披露 ； 无直接证据 ； E ； 需要客户和型号验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0280","COMPANY-9be7d0c98a484c3f061d0982","福达股份","福达股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/福达股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","福达股份（603166.SH）在机器人产业链中应放在“汽车曲轴/电驱齿轮/精密锻件能力向机器人精密减速器和精密丝杠迁移”的早期项目位置。公司基本盘是发动机曲轴、汽车离合器、新能源电驱齿轮、螺旋锥齿轮、高强度螺栓、精密锻件等汽车零部件；机器人相关弹性来自精密减速器、行星减速器、精密丝杠和福达长坂机器人零部件合资公司。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0281","COMPANY-9be7d0c98a484c3f061d0982","福达股份","福达股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/福达股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-9be7d0c98a484c3f061d0982","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0282","COMPANY-9be7d0c98a484c3f061d0982","福达股份","福达股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/福达股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L28","COMMERCIALIZATION_OR_DATA_GAP","核心判断 ； 早期项目明确、收入待验证，不能与成熟减速器玩家同层比较 ； E","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0283","COMPANY-e9cb71c4f362afb17308fcb7","福晶科技","福晶科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/福晶科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","福晶科技（002222.SZ）在机器人产业链中应放在 激光晶体 / 非线性光学晶体 / 精密光学元件 / 激光器件上游 环节。它不是机器人传感器公司，也不是 3D 视觉模组公司，而是为激光器、光通信、高端光学装备、工业测量、精密仪器、半导体设备、光学检测设备和智能装备提供关键光电元器件。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0284","COMPANY-e9cb71c4f362afb17308fcb7","福晶科技","福晶科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/福晶科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-e9cb71c4f362afb17308fcb7","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0285","COMPANY-e9cb71c4f362afb17308fcb7","福晶科技","福晶科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/福晶科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L14","COMMERCIALIZATION_OR_DATA_GAP","对机器人分析而言，福晶科技更像“激光 / 光学基础件供应商”，而不是“机器人收入兑现型标的”。它的精密光学元件和激光器件可间接用于激光雷达、工业测量、光学检测、智能装备、超快激光加工等场景，但公司未披露机器人客户、机器人收入、机器人供货量、模组 ASP、寿命和供货周期。因此应该把它列为机器人视觉和激光链的 间接上游高壁垒玩家，不能直接外推为人形机器人主供应商。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0286","COMPANY-db8fe5e0a18858b4eccd9033","抚顺特钢","抚顺特钢公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/抚顺特钢公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","抚顺特钢（600399.SH）在机器人产业链中应放在 高端特钢 / 特种冶炼 / 高温合金 / 超高强度钢上游材料 环节。与中信特钢偏规模化轴承钢和棒线材平台不同，抚顺特钢更偏“高、精、尖、奇、难、缺、特、新”的特种冶炼材料，代表产品是高温合金、超高强度钢、高档工模具钢、特种冶炼不锈钢，即年报反复提到的“三高一特”。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0287","COMPANY-db8fe5e0a18858b4eccd9033","抚顺特钢","抚顺特钢公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/抚顺特钢公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 上游特钢材料供应，不直接制造机器人部件","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0288","COMPANY-db8fe5e0a18858b4eccd9033","抚顺特钢","抚顺特钢公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/抚顺特钢公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L41","COMMERCIALIZATION_OR_DATA_GAP","轴承钢 / 高档机械用钢 ； 丝杠、精密轴承、减速器轴承 ； 年报列示轴承钢、高档机械用钢为公司产品 ； A/C ； 与机器人传动件相关，但未披露机器人客户","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0289","COMPANY-572697566727a248770237e6","光威复材","光威复材公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/光威复材公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","光威复材（300699.SZ）在机器人产业链中应放在 碳纤维 / 预浸料 / 复合材料结构件上游 环节。它不是机器人结构件量产供应商口径，而是碳纤维、预浸料、碳梁、复合材料制品及复材装备能力强的平台型材料公司。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0290","COMPANY-572697566727a248770237e6","光威复材","光威复材公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/光威复材公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-572697566727a248770237e6","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0291","COMPANY-572697566727a248770237e6","光威复材","光威复材公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/光威复材公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L14","COMMERCIALIZATION_OR_DATA_GAP","对机器人而言，光威复材是“轻量化材料能力储备”，不是“机器人收入兑现型标的”。2025 年报提到公司研发前瞻布局人形机器人、低空经济、商业航天等新兴应用场景的材料及体系研发，但未披露机器人客户、机器人结构件收入、单机用量、ASP、寿命和供货周期。因此应把它作为机器人结构件轻量化的上游候选，而不是当前主线兑现玩家。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0292","COMPANY-7597ffc1e2c8d99b9881a77e","广大特材","广大特材公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/广大特材公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","广大特材（688186.SH）在机器人产业链中应放在 高端装备特钢材料 / 风电及工业齿轮箱零部件 / 精密机械材料上游与部分中游加工 环节。它和中信特钢、抚顺特钢不同：中信偏大规模轴承钢和特钢平台，抚顺偏特种冶炼和“三高一特”，广大特材更偏“特钢材料 + 铸锻件 + 齿轮箱零部件”的一体化路径，离风电、工业齿轮箱、机械零部件更近。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0293","COMPANY-7597ffc1e2c8d99b9881a77e","广大特材","广大特材公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/广大特材公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 上游材料 + 部分中游铸锻件和齿轮箱零部件","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0294","COMPANY-7597ffc1e2c8d99b9881a77e","广大特材","广大特材公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/广大特材公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L44","COMMERCIALIZATION_OR_DATA_GAP","机器人收入 ； 未披露 ； 年报摘要未见单独披露 ； A/E ； 不能确认规模化贡献","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0295","COMPANY-e0b7396a2e952d24f3aaabd5","国轩高科","国轩高科公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/国轩高科公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","国轩高科（002074.SZ）在机器人产业链中应放在 动力 / 储能电芯与固态电池潜在能源平台 环节。公司核心能力是磷酸铁锂动力电池、储能电池、材料自供和全球化客户布局；机器人端的相关性主要来自高安全电芯、固态电池和小型动力系统潜在需求。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0296","COMPANY-e0b7396a2e952d24f3aaabd5","国轩高科","国轩高科公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/国轩高科公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 电芯上游，机器人能源系统候选供应","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0297","COMPANY-e0b7396a2e952d24f3aaabd5","国轩高科","国轩高科公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/国轩高科公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L43","COMMERCIALIZATION_OR_DATA_GAP","机器人相关收入 ； 未披露 ； 不可外推","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0298","COMPANY-c1a4dfe7ccafcb2af937cd73","沪光股份","沪光股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/沪光股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","沪光股份（605333.SH）在机器人产业链中应放在 汽车高低压线束和线束总成制造平台 环节。机器人对动力线束、信号线束、高速数据线束和高弯折寿命线束有需求，沪光的汽车整车线束量产能力具备迁移基础，但当前没有披露机器人客户、机器人线束型号、供货量或收入。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0299","COMPANY-c1a4dfe7ccafcb2af937cd73","沪光股份","沪光股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/沪光股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人互连 / 线束组件候选供应","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0300","COMPANY-c1a4dfe7ccafcb2af937cd73","沪光股份","沪光股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/沪光股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L33","COMMERCIALIZATION_OR_DATA_GAP","机器人专用柔性线束 ； 未披露 ； 无直接证据 ； E ； 当前不宜写成机器人供货","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0301","COMPANY-14b8ef2bca531c10fcbfea39","华辰装备","华辰装备公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/华辰装备公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","华辰装备（300809.SZ）在机器人产业链中应放在“丝杠/减速器高精加工设备”环节，而不是机器人零部件供应商。它的核心价值是设备端“铲子”：人形机器人直线执行器如果带动行星滚柱丝杠扩产，内外螺纹磨床、外圆磨床、直线导轨磨床和亚微米复合磨削设备可能先于零部件放量形成设备订单。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0302","COMPANY-14b8ef2bca531c10fcbfea39","华辰装备","华辰装备公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/华辰装备公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-14b8ef2bca531c10fcbfea39","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0303","COMPANY-14b8ef2bca531c10fcbfea39","华辰装备","华辰装备公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/华辰装备公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L81","COMMERCIALIZATION_OR_DATA_GAP","产能利用率 ； 未披露 ； 需要结合生产量、库存、在手订单和募投进度","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0304","COMPANY-07789e6f98242296f512eb41","吉林化纤","吉林化纤公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/吉林化纤公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","吉林化纤（000420.SZ）在机器人产业链中应放在 碳纤维规模化材料 / 粘胶纤维与碳纤维产品上游 环节。它和光威复材、中简科技不同：光威、中简更偏高端装备和高性能碳纤维；吉林化纤更像“化纤平台 + 碳纤维规模化扩张”公司，财务体量更大，但机器人证据更弱。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0305","COMPANY-07789e6f98242296f512eb41","吉林化纤","吉林化纤公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/吉林化纤公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 上游纤维材料供应，非机器人部件厂","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0306","COMPANY-07789e6f98242296f512eb41","吉林化纤","吉林化纤公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/吉林化纤公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L33","COMMERCIALIZATION_OR_DATA_GAP","上游碳纤维 ； 碳纤维产品 ； 轻量化复材增强材料 ； 与机器人结构件存在潜在关系，但当前未披露客户","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0307","COMPANY-88ef09e230670ecb4a321d01","金发科技","金发科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/金发科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","金发科技（600143.SH）是“轻量化材料 / 改性材料 / 特种工程塑料”环节的平台型龙头，核心地位来自全球最大、品类最全的改性塑料生产能力、广泛客户基础、全球化生产服务网络，以及从基础树脂、改性到应用解决方案的协同能力。机器人端应重点跟踪 PPA、PEEK、PPS、LCP、PES、PEI、高性能纤维增强复合材料等材料在关节、机身、关键运动部件、连接器、散热风扇、绝缘件和轻量化结构件中的导入。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0308","COMPANY-88ef09e230670ecb4a321d01","金发科技","金发科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/金发科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-88ef09e230670ecb4a321d01","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0309","COMPANY-88ef09e230670ecb4a321d01","金发科技","金发科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/金发科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","COMMERCIALIZATION_OR_DATA_GAP","2025 年公司营业收入 653.96 亿元，同比增长 8.07%；归母净利润 11.50 亿元，同比增长 39.44%；扣非归母净利润 10.65 亿元，同比增长 57.78%。其中，改性塑料收入 357.81 亿元，占主营业务收入约 55.11%，毛利率 24.43%；新材料收入 43.69 亿元，占主营业务收入约 6.73%，毛利率 20.59%。机器人相关性更高的口径是“新材料中的特种工程塑料”和“改性塑料中的高性能工程材料”，但公司未披露机器人收入、客户、牌号和供货量。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0310","COMPANY-99a2a815e2cec9378b94cd2b","精锻科技","精锻科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/精锻科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","精锻科技（300258.SZ）在机器人产业链中应放在“汽车精密锻造和齿轮制造能力向机器人减速器、丝杠和智能关节模组迁移”的位置。公司基本盘是汽车差速器锥齿轮、差速器总成、变速器结合齿、轴类件、轻量化铝合金锻件等；机器人相关弹性来自摆线针轮减速器、行星减速器、行星滚柱丝杠、机器人关节核心零部件和智能关节模组。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0311","COMPANY-99a2a815e2cec9378b94cd2b","精锻科技","精锻科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/精锻科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-99a2a815e2cec9378b94cd2b","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0312","COMPANY-99a2a815e2cec9378b94cd2b","精锻科技","精锻科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/精锻科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L37","COMMERCIALIZATION_OR_DATA_GAP","中游 ； 丝杠 ； 行星滚柱丝杠样件开发和交付 ； 进入直线执行器上游，但收入和客户未披露","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0313","COMPANY-246b3e86976fe2dd59790489","均胜电子","均胜电子公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/均胜电子公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","均胜电子（600699.SH）在机器人产业链中不能简单放成“零部件供应商”，更应同时放在 汽车电子 / 智能制造平台、机器人应用客户、潜在结构件和电控能力迁移 三个位置。公司主业是智能汽车科技和汽车安全系统；机器人端公开线索包括：研报称智元机器人与均胜电子过亿元采购合同开启首批交付商用，智元精灵 G2 预计部署于均胜电子汽车零部件产线；均普智能宣布建设年产能“3000 台+”的具身智能机器人生产线。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0314","COMPANY-246b3e86976fe2dd59790489","均胜电子","均胜电子公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/均胜电子公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 本体应用客户 / 汽车电子平台 / 潜在机器人供应链","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0315","COMPANY-246b3e86976fe2dd59790489","均胜电子","均胜电子公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/均胜电子公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L43","COMMERCIALIZATION_OR_DATA_GAP","机器人收入 ； 未披露 ； 应用采购与供应收入需分开","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0316","COMPANY-89839c8c5c68a1149cb13c80","卡倍亿","卡倍亿公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/卡倍亿公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","卡倍亿（300863.SZ）在机器人产业链中应放在 汽车线缆、高速铜缆、人形机器人线缆 环节。公司主业是汽车线缆，机器人相关证据比一般汽车线束公司更直接：公开半年报报道和年报摘录均提到公司基于汽车线缆技术积累，布局高速铜缆、人形机器人线缆、AI 和机器人等领域。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0317","COMPANY-89839c8c5c68a1149cb13c80","卡倍亿","卡倍亿公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/卡倍亿公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人线束 / 线缆上游","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0318","COMPANY-89839c8c5c68a1149cb13c80","卡倍亿","卡倍亿公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/卡倍亿公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L44","COMMERCIALIZATION_OR_DATA_GAP","机器人收入 ； 未披露 ； 仍处布局阶段","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0319","COMPANY-113e97deb06a1b7c3ab9cf8b","开特股份","开特股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/开特股份公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L11","PROFILE_SUMMARY","开特股份（832978.BJ / 920978.BJ）是汽车热管理传感器、控制器和执行器厂商，机器人产业链里的看点来自两个方向：一是汽车传感器、执行器和车规量产能力向具身智能传感器迁移；二是通过武汉市开特具身智能装备有限公司布局六维力传感器、编码器、EMB（电子机械制动系统）等产品。公司当前不是机器人编码器或六维力传感器的成熟供应商，而是“汽车电子主业兑现 + 具身智能早期布局”的新进入者。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0320","COMPANY-113e97deb06a1b7c3ab9cf8b","开特股份","开特股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/开特股份公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-113e97deb06a1b7c3ab9cf8b","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0321","COMPANY-113e97deb06a1b7c3ab9cf8b","开特股份","开特股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/开特股份公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L48","COMMERCIALIZATION_OR_DATA_GAP","六维力传感器 ； 武汉开特具身智能装备布局产品之一 ； 研发 / 送样前后阶段，收入未披露 ； A","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0322","COMPANY-fd0e6615ab7f008592336242","立中集团","立中集团公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/立中集团公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","立中集团（300428.SZ）在机器人产业链中应放在 铝合金轻量化材料 / 功能中间合金 / 铝合金精密加工件 环节。它不是传统机器人零部件公司，但已经从汽车铝合金材料和车轮业务，向人形机器人轻量化材料和加工件延伸。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0323","COMPANY-fd0e6615ab7f008592336242","立中集团","立中集团公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/立中集团公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 上游铝合金材料 + 中游加工件制造","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0324","COMPANY-fd0e6615ab7f008592336242","立中集团","立中集团公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/立中集团公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L44","COMMERCIALIZATION_OR_DATA_GAP","机器人收入 ； 未披露 ； 未见订单金额和收入拆分 ； A/E ； 需要后续年报和订单数据","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0325","COMPANY-d49e6765da602b661d8ac4e7","凌云股份","凌云股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/凌云股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","凌云股份（600480.SH）在机器人产业链中应同时放在 力传感器 / 六维力早期产业化平台 和 汽车金属塑料结构件 / 热冲压 / 电池盒轻量化平台 两个位置。机器人主线并不是它的传统汽车零部件收入，而是汽车零部件批量制造能力、兵器系平台资源和传感器揭榜挂帅项目向人形机器人力控和智能关节迁移。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0326","COMPANY-d49e6765da602b661d8ac4e7","凌云股份","凌云股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/凌云股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 力觉中游制造，轻量化结构件制造，汽车零部件平台","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0327","COMPANY-d49e6765da602b661d8ac4e7","凌云股份","凌云股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/凌云股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L33","COMMERCIALIZATION_OR_DATA_GAP","结构件 ； 热冲压、电池盒、金属塑料零部件 ； 汽车主业迁移基础 ； 可提供轻量化制造能力，但机器人订单未披露","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0328","COMPANY-686ee3148e21e68c976a760a","敏实集团","敏实集团公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/敏实集团公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","敏实集团（00425.HK）是汽车外饰件、车身结构件、铝件和电池盒平台型供应商。机器人产业链中，敏实目前更适合作为“车端轻量化结构件 / 全球制造 / 欧洲本地化代工渠道能力向机器人迁移”的观察对象，而不是已经确认大规模供货的机器人结构件公司。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0329","COMPANY-686ee3148e21e68c976a760a","敏实集团","敏实集团公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/敏实集团公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-686ee3148e21e68c976a760a","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0330","COMPANY-686ee3148e21e68c976a760a","敏实集团","敏实集团公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/敏实集团公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L43","COMMERCIALIZATION_OR_DATA_GAP","智能外饰及电子皮肤 ； 与智元重点推进触控交互、温度感知与调节、变色、环境感知、光学交互 ； 合作研发线索，收入未披露 ； C","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0331","COMPANY-58ab3ea52378fb97f9b5e409","南京聚隆","南京聚隆公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/南京聚隆公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","南京聚隆（300644.SZ）在机器人产业链中应放在 改性材料 / 精密塑料材料方案 / 具身智能关键部件材料 环节。和金发科技、普利特相比，公司体量更小，但机器人材料线索更具体：公开年报和调研口径已经提到，面向机器人领域开发 8 款专用改性材料，其中 5 款实现量产、3 款处于验证阶段，单项目材料供货规模达到百公斤级。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0332","COMPANY-58ab3ea52378fb97f9b5e409","南京聚隆","南京聚隆公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/南京聚隆公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 上游材料与材料方案，不直接交付本体或关节模组","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0333","COMPANY-58ab3ea52378fb97f9b5e409","南京聚隆","南京聚隆公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/南京聚隆公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L14","COMMERCIALIZATION_OR_DATA_GAP","当前缺口仍然很大：机器人客户名称、供货金额、具体牌号、单价、材料毛利、寿命、良率、供货周期均未披露。公司现在可以写成“机器人材料进入量产 / 验证并有百公斤级项目供货”，不能写成“已进入头部人形机器人主供”。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0334","COMPANY-d496be84930f94a5bd0008ed","宁波华翔","宁波华翔公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宁波华翔公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","宁波华翔（002048.SZ）原本是汽车内外饰、金属结构件和电子件平台型供应商，机器人端的核心看点不是单一材料，而是“汽车零部件制造平台向机器人制造端迁移”。当前可分成三条线：第一，汽车内外饰和金属件是基本盘，贡献绝大部分收入和制造能力；第二，华翔启源切入智元机器人关节模组总成和整机装配，是公司当前最直接的机器人收入线索；第三，宁波峰梅匹意克新材料规划 PEEK 聚合、提纯、改性、型材和复合增强，是未来材料垂直整合线索。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0335","COMPANY-d496be84930f94a5bd0008ed","宁波华翔","宁波华翔公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宁波华翔公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-d496be84930f94a5bd0008ed","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0336","COMPANY-d496be84930f94a5bd0008ed","宁波华翔","宁波华翔公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宁波华翔公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L43","COMMERCIALIZATION_OR_DATA_GAP","关节模组总成 ； 华翔启源被研报描述为智元远征系列全尺寸双足机器人关节模组及总成装配核心供应商 ； 已有批量交付线索，但合同金额和供货量未披露 ； C","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0337","COMPANY-aa9f6435f478bc8e51bd1511","普利特","普利特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/普利特公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","普利特（002324.SZ）在机器人产业链中应放在 改性材料 / 特种工程塑料 / LCP / 轻量化复合材料 环节。它不是机器人本体厂，也不是结构件加工厂，核心价值在于材料配方、改性、LCP 产业链和汽车材料客户基础向机器人场景迁移。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0338","COMPANY-aa9f6435f478bc8e51bd1511","普利特","普利特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/普利特公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 上游材料供应商，不直接交付机器人整机或关节模组","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0339","COMPANY-aa9f6435f478bc8e51bd1511","普利特","普利特公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/普利特公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L35","COMMERCIALIZATION_OR_DATA_GAP","下游应用 ； 人形机器人、工业机器人、汽车、消费电子、通信、储能 ； 机器人仍是新兴应用 ； 当前收入主要仍来自汽车材料和新能源，机器人单独收入未披露","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0340","COMPANY-4722e706adcb8a1efd5c0b3b","秦川机床","秦川机床公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/秦川机床公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","秦川机床（000837.SZ）在机器人产业链中应放在“工业母机 + 精密传动设备 + 核心零部件”的底层能力环节，而不是直接放入人形机器人核心零部件放量公司。公司主业是高端机床及复杂刀具，战略方向是“高端制造 + 核心零部件 + 智能制造及数控关键技术”，其价值更多体现在高精度磨床、齿轮加工设备、滚动功能部件、工业机器人关节减速器和相关加工工艺上。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0341","COMPANY-4722e706adcb8a1efd5c0b3b","秦川机床","秦川机床公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/秦川机床公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-4722e706adcb8a1efd5c0b3b","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0342","COMPANY-4722e706adcb8a1efd5c0b3b","秦川机床","秦川机床公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/秦川机床公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L14","COMMERCIALIZATION_OR_DATA_GAP","机器人相关线索主要有三类：第一，既有丝杠专题将秦川机床放入“设备 / 刀具 / 模具”组，核心看高精度螺纹磨床、检测设备、齿轮加工设备等是否受益于行星滚柱丝杠和高端传动件扩产；第二，机器人行业研报将秦川列为行星滚柱丝杠国产化和精密加工设备突破变量之一；第三，秦川体系内的精密传动和机床能力可服务工业机器人关节减速器、齿轮/螺纹加工和工业母机国产替代。上述证据说明“底层工艺和设备卡位”成立，但机器人收入、客户、订单和供货量未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0343","COMPANY-f6c785f62b2000a22e08cfd3","日盈电子","日盈电子公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/日盈电子公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","日盈电子（603286.SH）在机器人产业链中应放在 电子皮肤 / 柔性线束 / 汽车传感器和线束能力迁移 环节。与普通汽车线束公司不同，日盈电子已有较明确的人形机器人线索：本地研报摘录显示，公司压阻式电子皮肤样品已于 2025 年 3 月研发成功，磁电式方案正在研发中，并计划携电子皮肤、柔性线束样品赴北美交流；2025 半年报也提到围绕人形机器人灵巧手电子皮肤等产品推进研发，但明确说明新业务尚未产生营业收入。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0344","COMPANY-f6c785f62b2000a22e08cfd3","日盈电子","日盈电子公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/日盈电子公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L22","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 柔性触觉 / 电子皮肤，机器人线束候选","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0345","COMPANY-f6c785f62b2000a22e08cfd3","日盈电子","日盈电子公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/日盈电子公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-f6c785f62b2000a22e08cfd3","COMMERCIALIZATION_OR_DATA_GAP","当前冻结档案未形成客户、订单、量产、产能、ASP、收入与利润的强事实闭环，保留待验证。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0346","COMPANY-f803c139e5fbc9c6f10a25f3","嵘泰股份","嵘泰股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/嵘泰股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","嵘泰股份（605133.SH）在机器人产业链中应放在 铝合金精密压铸结构件 + 行星滚柱 / 滚珠丝杠合资平台 两条线。公司传统主业是汽车转向、传动、制动等铝合金精密压铸件，机器人端不是单纯材料逻辑，而是车端压铸、机加工、全球客户和量产管理能力向机器人金属壳体、结构件和线性传动件迁移。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0347","COMPANY-f803c139e5fbc9c6f10a25f3","嵘泰股份","嵘泰股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/嵘泰股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 中游轻量化结构件制造，线性传动上游制造平台","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0348","COMPANY-f803c139e5fbc9c6f10a25f3","嵘泰股份","嵘泰股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/嵘泰股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L14","COMMERCIALIZATION_OR_DATA_GAP","2025 年公司收入 32.27 亿元，归母净利润 1.91 亿元，扣非归母 1.60 亿元，收入增速较快但经营现金流同比下降。当前结论是：嵘泰比纯概念轻量化材料公司更靠近“结构件工艺迁移 + 丝杠制造平台”主线，但机器人客户、订单金额、供货量、机器人收入和 ASP 尚未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0349","COMPANY-1aa00a94f6fdb9fbe2842e46","思进智能","思进智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/思进智能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","思进智能（003025.SZ）在机器人产业链中应放在 冷镦 / 冷成形装备 / 温热镦装备 / 丝杠与轴承降本工艺设备 环节。它不是机器人本体、减速器或丝杠零部件供应商，而是为紧固件、异形件、轴类件、潜在丝杠 / 轴承 / 齿轮冷成形提供装备的上游设备商。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0350","COMPANY-1aa00a94f6fdb9fbe2842e46","思进智能","思进智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/思进智能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-1aa00a94f6fdb9fbe2842e46","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0351","COMPANY-1aa00a94f6fdb9fbe2842e46","思进智能","思进智能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/思进智能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L14","COMMERCIALIZATION_OR_DATA_GAP","当前证据强的是：公司是 A 股冷成形装备稀缺上市公司，2025 年冷成形设备收入占比 94.59%、毛利率 38.39%，高工位 / 大直径 / 加长型定制装备交付提速，五工位及以上杆类冷成形装备销售 303 台、同比增长 47.09%，截至 2025 年末未履约订单约 3.40 亿元。证据弱的是：机器人客户、机器人设备收入、用于丝杠 / 轴承的具体交付台数、客户验证结果均未披露。因此不能写成“已进入机器人主链条”，只能写成“冷锻降本路线的设备端候选”。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0352","COMPANY-12f686632594b5237d91defa","思看科技","思看科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/思看科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","思看科技（688583.SH）是国内工业级 3D 扫描和三维视觉数字化龙头，更适合放在“3D 数字化 / 工业机器人高精度定位 / 自动化 3D 检测”环节跟踪，而不是简单归入人形机器人通用视觉传感器供应商。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0353","COMPANY-12f686632594b5237d91defa","思看科技","思看科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/思看科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-12f686632594b5237d91defa","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0354","COMPANY-12f686632594b5237d91defa","思看科技","思看科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/思看科技公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L46","COMMERCIALIZATION_OR_DATA_GAP","与艾利特合作 ； 研报称双方聚焦“视觉 + 机器人”战略合作 ； 是机器人生态合作线索，但订单金额未披露 ； C","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0355","COMPANY-d10dff862b41adb3e629573e","泰德股份","泰德股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/泰德股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","泰德股份（920378.BJ，研报中常见历史代码 831278）在机器人产业链中应放在 谐波减速器柔性轴承 / 薄壁精密套圈 / 行星滚柱产品 / 汽车轴承迁移 环节。它不是减速器本体厂，也不是机器人关节模组厂，而是汽车轴承制造平台向机器人减速器和关节模组核心件迁移的北交所观察公司。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0356","COMPANY-d10dff862b41adb3e629573e","泰德股份","泰德股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/泰德股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-d10dff862b41adb3e629573e","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0357","COMPANY-d10dff862b41adb3e629573e","泰德股份","泰德股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/泰德股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L42","COMMERCIALIZATION_OR_DATA_GAP","产品 / 线索 ； 应用位置 ； 关键进展 ； 当前阶段 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0358","COMPANY-3313cbef03b6ede07c285f10","碳元科技","碳元科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/碳元科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","碳元科技（原 A 股 603133，现碳元5 / 400219）在机器人产业链中应放在 石墨 / 碳基导热材料和热管理材料候选 环节，但优先级应明显低于飞荣达和中石科技。公司已经退市并转入股转系统，经营规模大幅收缩，机器人相关公开证据很弱。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0359","COMPANY-3313cbef03b6ede07c285f10","碳元科技","碳元科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/碳元科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人热管理材料低优先级候选","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0360","COMPANY-3313cbef03b6ede07c285f10","碳元科技","碳元科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/碳元科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L33","COMMERCIALIZATION_OR_DATA_GAP","机器人专用材料 ； 未披露 ； 无直接证据 ； E ； 当前不具备核心跟踪价值","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0361","COMPANY-d47dff49a462a4cdabcf07e1","无锡科之鑫","无锡科之鑫公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/无锡科之鑫公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； 无锡科之鑫是丝杠加工设备端的关键观察对象，核心在内外螺纹磨床和行星滚柱丝杠核心部件制造设备；被双林股份收购后，成为双林机器人丝杠逻辑中的设备和工艺资源。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0362","COMPANY-d47dff49a462a4cdabcf07e1","无锡科之鑫","无锡科之鑫公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/无锡科之鑫公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L31","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 上游装备 / 丝杠加工设备","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0363","COMPANY-d47dff49a462a4cdabcf07e1","无锡科之鑫","无锡科之鑫公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/无锡科之鑫公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L39","COMMERCIALIZATION_OR_DATA_GAP","产品 / 系列 ； 应用位置 ； 已披露状态 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0364","COMPANY-c441327696929c661df1d52c","新瀚新材","新瀚新材公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/新瀚新材公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L9","PROFILE_SUMMARY","新瀚新材（301076.SZ）是 PEEK 产业链上游 DFBP / 芳香族酮类关键原料公司，应放在“轻量化材料 / PEEK 上游关键单体”环节跟踪。它不是机器人零部件公司，机器人收入口径不适用，真正要看的字段是 DFBP 产能、特种工程塑料核心原料收入、毛利率、客户绑定、价格、长协和产能利用率。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0365","COMPANY-c441327696929c661df1d52c","新瀚新材","新瀚新材公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/新瀚新材公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-c441327696929c661df1d52c","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0366","COMPANY-c441327696929c661df1d52c","新瀚新材","新瀚新材公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/新瀚新材公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L57","COMMERCIALIZATION_OR_DATA_GAP","机器人相关收入 ； 不适用 / 未披露 ； 应通过 DFBP 和 PEEK 需求传导观察","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0367","COMPANY-051a99dab1cc8437813e3d35","新坐标","新坐标公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/新坐标公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","新坐标（603040.SH）在机器人产业链中不应写成“已经是丝杠龙头”，更准确的位置是：精密冷锻件制造平台向丝杠粗加工和精密传动迁移的工艺变量。它的价值不是现在已经拿到机器人主供，而是冷锻/冷镦工艺可能降低微型丝杠、行星滚柱丝杠部分零件的材料损耗和粗加工成本。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0368","COMPANY-051a99dab1cc8437813e3d35","新坐标","新坐标公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/新坐标公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-051a99dab1cc8437813e3d35","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0369","COMPANY-051a99dab1cc8437813e3d35","新坐标","新坐标公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/新坐标公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L38","COMMERCIALIZATION_OR_DATA_GAP","中游 ； 滚柱丝杠 / 滚珠丝杠 ； 杭州九月八精密传动 ； 仍处早期，未披露量产和客户","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0370","COMPANY-494ace73c9174413f327189b","信捷电气","信捷电气公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/信捷电气公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L11","PROFILE_SUMMARY","信捷电气（603416.SH）在机器人产业链中应放在 PLC、伺服、HMI、通用工控和运动控制系统 环节。它不是人形机器人核心零部件的高确定性公司，更像是工控自动化能力向机器人工作站、工业机器人外围设备、专机和小型自动化产线迁移。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0371","COMPANY-494ace73c9174413f327189b","信捷电气","信捷电气公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/信捷电气公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 控制器 / 驱动器 / 工业自动化系统候选","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0372","COMPANY-494ace73c9174413f327189b","信捷电气","信捷电气公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/信捷电气公司信息梳理.md","2026-06-03","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L15","COMMERCIALIZATION_OR_DATA_GAP","2025 年公司收入 20.14 亿元，归母净利润 2.54 亿元，扣非归母 2.36 亿元，经营现金流 9279.70 万元。机器人相关收入、利润、客户、ASP、产能利用率均未披露。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0373","COMPANY-f0818cd4a041042e529e6085","亿纬锂能","亿纬锂能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/亿纬锂能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","亿纬锂能（300014.SZ）在机器人产业链中应放在 电芯 / 小型锂电 / 动力与储能电池平台 环节。公司不是机器人本体厂或 PACK 专用厂，机器人相关性主要来自消费电池、小型锂离子电池、圆柱电池、动力电池和储能电池的多场景能力，未来可能作为机器人电芯或能源系统供应链候选。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0374","COMPANY-f0818cd4a041042e529e6085","亿纬锂能","亿纬锂能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/亿纬锂能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 电芯上游，机器人能源系统候选供应","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0375","COMPANY-f0818cd4a041042e529e6085","亿纬锂能","亿纬锂能公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/亿纬锂能公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L43","COMMERCIALIZATION_OR_DATA_GAP","机器人相关收入 ； 未披露 ； 不可外推","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0376","COMPANY-c5c89b0c938b91a589f0bafc","浙海德曼","浙海德曼公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/浙海德曼公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","浙海德曼（688577.SH）在机器人产业链中应放在 高精密数控车床 / 车铣复合加工设备 / 以车代磨工艺设备 环节。它不是丝杠、减速器或机器人本体供应商，而是给丝杠、谐波减速机、行星减速机、RV 减速机等核心零部件加工提供高精度车削和自动化加工装备的“设备端”玩家。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0377","COMPANY-c5c89b0c938b91a589f0bafc","浙海德曼","浙海德曼公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/浙海德曼公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-c5c89b0c938b91a589f0bafc","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0378","COMPANY-c5c89b0c938b91a589f0bafc","浙海德曼","浙海德曼公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/浙海德曼公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L39","COMMERCIALIZATION_OR_DATA_GAP","产品 / 线索 ； 应用位置 ； 关键参数 / 进展 ； 当前阶段 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0379","COMPANY-5a29ce4bad12594db2eb2faa","中复神鹰","中复神鹰公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中复神鹰公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","中复神鹰（688295.SH）在机器人产业链中应放在 碳纤维 / 碳纤维复合材料上游 环节。它的核心优势不是机器人客户，而是碳纤维产能规模、干喷湿纺万吨级产业化技术、成本下降能力和多应用场景拓展能力。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0380","COMPANY-5a29ce4bad12594db2eb2faa","中复神鹰","中复神鹰公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中复神鹰公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-5a29ce4bad12594db2eb2faa","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0381","COMPANY-5a29ce4bad12594db2eb2faa","中复神鹰","中复神鹰公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中复神鹰公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L40","COMMERCIALIZATION_OR_DATA_GAP","产品 / 线索 ； 应用位置 ； 关键进展 ； 当前阶段 ； 证据等级 ； 待验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0382","COMPANY-eb65bf96cb7530fb1ac6bda5","中航光电","中航光电公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中航光电公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","中航光电（002179.SZ）在机器人产业链中应放在 高可靠连接器、集成互连组件、液冷连接器和高端互连系统 环节。公司在军工、航空航天、通信、新能源汽车和液冷等场景中有强客户和高可靠产品基础，迁移到机器人时主要对应机器人关节、躯干、末端执行器、电池包和计算单元之间的电源、信号、高速数据和热管理接口。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0383","COMPANY-eb65bf96cb7530fb1ac6bda5","中航光电","中航光电公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中航光电公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人互连系统上游 / 中游","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0384","COMPANY-eb65bf96cb7530fb1ac6bda5","中航光电","中航光电公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中航光电公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L34","COMMERCIALIZATION_OR_DATA_GAP","机器人专用连接器 ； 未披露 ； 无直接证据 ； E ； 需客户和型号验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0385","COMPANY-f1ae49693bf776c7c7c61e07","中简科技","中简科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中简科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","中简科技（300777.SZ）在机器人产业链中应放在 高性能碳纤维 / 碳纤维织物上游 环节。它的核心竞争力不是机器人客户，而是航空航天高端碳纤维长期验证、深度定制、批量稳定供货和高毛利能力。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0386","COMPANY-f1ae49693bf776c7c7c61e07","中简科技","中简科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中简科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-f1ae49693bf776c7c7c61e07","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0387","COMPANY-f1ae49693bf776c7c7c61e07","中简科技","中简科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中简科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L36","COMMERCIALIZATION_OR_DATA_GAP","延伸方向 ； 结构材料与功能材料 ； 子公司布局预浸料及其他功能材料研发生产 ； 向下游高附加值环节延伸，但机器人关系未披露","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0388","COMPANY-4d6610d7977ab3487c80b7df","中信特钢","中信特钢公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中信特钢公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","中信特钢（000708.SZ）在机器人产业链中应放在 特钢 / 轴承钢 / 高强结构钢上游材料 环节。它不是机器人零部件厂，也不是本体厂直接可见的 BOM 供应商；真正的传导链条是：中信特钢提供 GCr15 轴承钢、50CrMo4 / 40Cr 等合金结构钢、高强钢和高温合金等材料，下游再进入丝杠、轴承、减速器、结构件、紧固件和高端装备零部件。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0389","COMPANY-4d6610d7977ab3487c80b7df","中信特钢","中信特钢公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中信特钢公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L25","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 上游材料，不直接制造机器人部件","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0390","COMPANY-4d6610d7977ab3487c80b7df","中信特钢","中信特钢公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中信特钢公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L45","COMMERCIALIZATION_OR_DATA_GAP","机器人客户 / 供货 ； 未披露 ； 年报未披露机器人客户、机器人产品收入 ； A/E ； 当前只能写材料上游，不能写已供货","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0391","COMPANY-e5f3d2fe897cbdee349b586d","中研股份","中研股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中研股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L9","PROFILE_SUMMARY","中研股份（688716.SH）是国内 PEEK 树脂国产替代的核心上市公司，更适合放在“轻量化材料 / PEEK 树脂上游材料”环节跟踪，而不是直接写成机器人收入已经兑现的零部件供应商。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0392","COMPANY-e5f3d2fe897cbdee349b586d","中研股份","中研股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中研股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","company_id=COMPANY-e5f3d2fe897cbdee349b586d","PRODUCT_OR_CHAIN_POSITION","产业链定位；PENDING_CLASSIFICATION；细分方向；","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0393","COMPANY-e5f3d2fe897cbdee349b586d","中研股份","中研股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中研股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L54","COMMERCIALIZATION_OR_DATA_GAP","机器人相关收入 ； 未披露 ； 不能把 PEEK 总收入等同机器人收入","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0394","COMPANY-8e07dbf4e1a6b35713b90ae3","珠海冠宇","珠海冠宇公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/珠海冠宇公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","珠海冠宇（688772.SH）在机器人产业链中应放在 消费类锂离子电池 / 小型软包与钢壳电池平台 环节。公司主业是消费类锂离子电池研发、生产和销售，机器人端相关性主要来自高能量密度、小型化、轻量化电芯对服务机器人、消费级机器人、灵巧末端和边缘设备的潜在适配。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0395","COMPANY-8e07dbf4e1a6b35713b90ae3","珠海冠宇","珠海冠宇公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/珠海冠宇公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 电芯上游，机器人小型能源候选供应","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0396","COMPANY-8e07dbf4e1a6b35713b90ae3","珠海冠宇","珠海冠宇公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/珠海冠宇公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L34","COMMERCIALIZATION_OR_DATA_GAP","机器人专用 PACK ； 未披露 ； 无直接证据 ； E ； 不宜写成当前业务","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0397","COMPANY-1da37d4eb8e9efee848f2f5e","鼎通科技","鼎通科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/鼎通科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","鼎通科技（688668.SH）在机器人产业链中应放在 高速通讯连接器精密组件 + 汽车连接器精密组件 环节。公司更直接的主线是 AI 算力高速连接器和汽车高压 / 电控连接器，不是机器人专用连接器公司；但机器人未来需要高速数据、电源、信号和轻量化小型连接器，鼎通的精密连接器制造能力具备迁移潜力。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0398","COMPANY-1da37d4eb8e9efee848f2f5e","鼎通科技","鼎通科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/鼎通科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人互连系统上游精密组件","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0399","COMPANY-1da37d4eb8e9efee848f2f5e","鼎通科技","鼎通科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/鼎通科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L33","COMMERCIALIZATION_OR_DATA_GAP","机器人专用连接器 ； 未披露 ； 无直接证据 ； E ； 需产品型号和客户验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0400","COMPANY-1881c4a3008dc0a8bc1f7516","飞荣达","飞荣达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/飞荣达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","飞荣达（300602.SZ）在机器人产业链中应放在 导热散热材料、EMI 屏蔽、散热结构件和液冷散热部件候选供应 环节。公司在消费电子、通信、服务器、新能源等场景有散热和电磁屏蔽材料基础，机器人端主要对应 AI 计算平台、电机驱动器、电池包、关节模组和传感器模块的局部散热与电磁兼容。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0401","COMPANY-1881c4a3008dc0a8bc1f7516","飞荣达","飞荣达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/飞荣达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人热管理与功能材料候选供应","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0402","COMPANY-1881c4a3008dc0a8bc1f7516","飞荣达","飞荣达公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/飞荣达公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L34","COMMERCIALIZATION_OR_DATA_GAP","机器人专用材料 ； 未披露 ； 无直接证据 ； E ； 需客户和型号验证","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0403","COMPANY-939a5514422dac9434277111","宏发股份","宏发股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宏发股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","宏发股份（600885.SH）在机器人产业链中应放在 继电器、接触器、低压电器、保护与配电器件 环节。机器人电源系统需要短路、过流、充放电、快换、电池包保护和多负载配电；宏发作为继电器龙头具备产品基础，但当前没有看到机器人客户、机器人专用继电器型号或机器人收入。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0404","COMPANY-939a5514422dac9434277111","宏发股份","宏发股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宏发股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人电气保护与配电子环节","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0405","COMPANY-939a5514422dac9434277111","宏发股份","宏发股份公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/宏发股份公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L34","COMMERCIALIZATION_OR_DATA_GAP","机器人专用器件 ； 未披露 ； 无直接证据 ； E ； 不能写成主供","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0406","COMPANY-32d2c03185ecf127d6bfe94c","Microsoft Azure Kinect","Microsoft Azure Kinect公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Microsoft Azure Kinect公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L12","PROFILE_SUMMARY","一句话结论 ； Azure Kinect 曾是机器人研究和开发者 3D 深度相机的重要平台，但硬件已停产，SDK 生命周期于 2024-08-16 退休；当前更多是技术遗留和迁移参考，不是新增供应链主线。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0407","COMPANY-32d2c03185ecf127d6bfe94c","Microsoft Azure Kinect","Microsoft Azure Kinect公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Microsoft Azure Kinect公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L20","PRODUCT_OR_CHAIN_POSITION","一级环节 ； 3D 视觉 / 深度相机 / 开发者生态","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0408","COMPANY-32d2c03185ecf127d6bfe94c","Microsoft Azure Kinect","Microsoft Azure Kinect公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/Microsoft Azure Kinect公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L46","COMMERCIALIZATION_OR_DATA_GAP","P0 ； 存量机器人项目迁移到 Orbbec/RealSense/奥比中光等方案的成本和效果。","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0409","COMPANY-6fef6ed5f6906f317ff7976c","鹏辉能源","鹏辉能源公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/鹏辉能源公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","鹏辉能源（300438.SZ）在机器人产业链中应放在 小型电池 / 储能电池 / 钠电与固态等新型电池平台 环节。公司 2025 年业绩扭亏，核心增量来自储能产品线，机器人端更适合作为服务机器人、移动机器人、小型设备电源的候选观察，而不是当前确定的机器人主供。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0410","COMPANY-6fef6ed5f6906f317ff7976c","鹏辉能源","鹏辉能源公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/鹏辉能源公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 电芯上游，机器人能源候选供应","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0411","COMPANY-6fef6ed5f6906f317ff7976c","鹏辉能源","鹏辉能源公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/鹏辉能源公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L44","COMMERCIALIZATION_OR_DATA_GAP","机器人相关收入 ； 未披露 ； 不可外推","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0412","COMPANY-2f6e4b61ae3cd041e83c1313","中石科技","中石科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中石科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L10","PROFILE_SUMMARY","中石科技（300684.SZ）在机器人产业链中应放在 电子产品热管理材料与电磁兼容材料 环节。公司产品更偏材料和组件层，机器人端主要受益于计算平台、驱动器、电机控制、电池包、视觉模组等位置的热扩散、绝缘、EMI 和可靠性需求。","","","current_frozen_profile","冻结公司档案中的公司定位摘要。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0413","COMPANY-2f6e4b61ae3cd041e83c1313","中石科技","中石科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中石科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L24","PRODUCT_OR_CHAIN_POSITION","产业链位置 ； 机器人热管理与功能材料候选供应","","","current_frozen_profile","冻结公司档案中的产品或产业链位置。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
| "N062-EV-0414","COMPANY-2f6e4b61ae3cd041e83c1313","中石科技","中石科技公司信息梳理","ana-data/cases/机器人案例/raw/existing_research/公司档案/中石科技公司信息梳理.md","2026-05-29","FROZEN_LOCAL_PROFILE_BASELINE_EXTRACTION","L33","COMMERCIALIZATION_OR_DATA_GAP","泰国项目达产 ； 海外客户交付 ； 公开年报摘要提到泰国项目达产 ； A/D ； 有利于全球供应链，但机器人未披露","","","current_frozen_profile","明确记录仍待补证的数据与商业化缺口。","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE","BASELINE_CONTENT_CAPTURED_NOT_STRONG_FACT_UPGRADE"
|
|
