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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"
| "N065-EV-001","COMPANY-9853c2c148f38d41489e2ba4","Harmonic Drive","Non-consolidated Bookings and Sales","https://www.hds.co.jp/english/ir/achievements/accounts/","2026-05-15","COMPANY_IR_PRIMARY","web.open:turn136view0#L352-L356","OPERATING_METRIC","截至2026年3月财年第四季度，Harmonic Drive Systems非合并口径接单额为106.05亿日元，同比增长32.1%；净销售额为96.34亿日元，同比增长14.6%。","10605|9634","JPY million","FY2026Q4","公司经营景气出现同比改善，可作为精密减速器需求的公司级观察。","这是公司整体非合并数据，未拆分机器人、人形机器人或单一产品收入。","PRIMARY_SOURCE_FACT_WITH_SCOPE_BOUNDARY"
| "N065-EV-002","COMPANY-9853c2c148f38d41489e2ba4","Harmonic Drive","Message to Investors","https://www.hds.co.jp/english/ir/management_policy/top_message/","2026-06-01","COMPANY_IR_PRIMARY","web.open:turn136view1#L353-L357","STRATEGY_AND_STAGE","公司把AI机器人列为新中期计划的重点发展领域，同时明确现实落地速度已经偏离原FY2024-FY2026计划假设。","AI_ROBOT_FOCUS_WITH_SLOWER_IMPLEMENTATION","stage","2026-06","需求方向被管理层确认，但人形/AI机器人仍处早期，兑现节奏低于原先假设。","战略重点不能等同已形成订单、量产、收入或利润。","PRIMARY_SOURCE_STRATEGY_WITH_REALIZATION_BOUNDARY"
| "N065-EV-003","COMPANY-9853c2c148f38d41489e2ba4","Harmonic Drive","Harmonic Drive Systems IR FAQ","https://www.hds.co.jp/english/ir/faq/","CURRENT_PAGE","COMPANY_IR_PRIMARY","web.search:turn134search3","ROBOT_APPLICATION","公司说明HarmonicDrive产品用于装配、焊接、涂装、协作机器人，以及半导体晶圆和LCD搬运机器人。","5","application_groups","current","产品与工业机器人、协作机器人和高精度搬运环节存在直接应用关系。","应用类别不披露客户、型号、份额或人形机器人采用情况。","PRIMARY_SOURCE_APPLICATION_WITH_CUSTOMER_GAP"
| "N065-EV-004","COMPANY-9853c2c148f38d41489e2ba4","Harmonic Drive","WAVE-010 semantic assessment","derived-from:N065-SRC-001|002","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N065-SRC-001|N065-SRC-002","COMMERCIAL_GAP","当前仍缺机器人业务收入、具名人形客户、供货型号、ASP、寿命、交期与产能利用率。","0","confirmed_humanoid_commercial_metrics","current","后续应从分应用订单表、客户公告与产品级资料继续穿透。","不得用公司总订单增长或AI机器人战略替代人形供货事实。","OPEN_ROBOT_REVENUE_CUSTOMER_ASP_LIFETIME_CAPACITY_GAP"
| "N065-EV-005","COMPANY-4b9b8ac6551a642e2ab0dec8","Heidenhain","Cutting-edge encoders for robotics","https://www.heidenhain.com/industries/robotics","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn136view2#L239-L243","PRODUCT_CAPABILITY","KCI 120 Dplus双编码器把电机反馈和关节位置测量集成在一个器件中，可补偿关节弹性、零位、回差和加工误差，并通过EnDat 2.2功能安全接口面向人机协作。","1","integrated_dual_encoder_platform","current","对应高精度关节的电机侧与输出侧双反馈需求。","产品能力不等于特定机器人客户已经采用或批量采购。","PRIMARY_PRODUCT_CAPABILITY_WITH_ADOPTION_GAP"
| "N065-EV-006","COMPANY-4b9b8ac6551a642e2ab0dec8","Heidenhain","Cutting-edge encoders for robotics","https://www.heidenhain.com/industries/robotics","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn136view2#L248-L260","PRODUCT_MATRIX","ECA 4000、AMO WMRA和RSF角度编码器可作为减速器后端的二次编码器；KCI 1300/KBI 1300则面向紧凑机器人伺服电机。","5","named_encoder_families","current","公司产品覆盖输出侧高精度测量与电机侧紧凑反馈两类机器人关节位置。","产品矩阵不披露机器人收入、客户、出货、价格与寿命。","PRIMARY_PRODUCT_MATRIX_WITH_COMMERCIAL_GAP"
| "N065-EV-007","COMPANY-4b9b8ac6551a642e2ab0dec8","Heidenhain","SPS 2024 robotics encoder release","https://www.heidenhain.com/news/press-releases/heidenhain-solutions-at-sps2024","2024-11-11","OFFICIAL_PRESS_RELEASE_PRIMARY","web.search:turn134search10","SYSTEM_VALUE","公司演示说明双编码器/二次编码器不仅用于提高协作机器人精度，也可支持无需额外扭矩传感器的碰撞监测。","2","system_functions","2024","编码器价值从位置反馈扩展到误差补偿与安全监测。","展会演示不等于量产客户认证或功能安全责任边界已经确认。","PRIMARY_DEMONSTRATION_WITH_DEPLOYMENT_BOUNDARY"
| "N065-EV-008","COMPANY-4b9b8ac6551a642e2ab0dec8","Heidenhain","WAVE-010 semantic assessment","derived-from:N065-SRC-003","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N065-SRC-003","COMMERCIAL_GAP","当前仍缺机器人客户、供货型号、出货量、ASP、寿命、交期和机器人业务收入。","0","disclosed_robot_commercial_metrics","current","后续优先寻找本体厂BOM、认证资料或采购公告。","不得把高精度和功能安全能力直接写成客户定点或市场份额。","OPEN_CUSTOMER_VOLUME_ASP_LIFETIME_REVENUE_GAP"
| "N065-EV-009","COMPANY-91d06b5048cb358969339df2","Ingenia","Volcano Series","https://novanta.com/robotics-automation/volcano-series/","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn136view3#L353-L368","ROBOT_JOINT_PLATFORM","Volcano是面向机器人关节的一体化运动平台，将伺服驱动、双绝对编码器、IMU、扭矩感知、功能安全和功率级集成在同一系统。","6","integrated_capability_groups","current","产品定位从单一驱动器上移到关节级驱控、反馈、感知和安全一体化。","官方产品说明不证明具体客户、出货规模或量产成熟度。","PRIMARY_PRODUCT_PLATFORM_WITH_VOLUME_GAP"
| "N065-EV-010","COMPANY-91d06b5048cb358969339df2","Ingenia","Volcano Series","https://novanta.com/robotics-automation/volcano-series/","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn136view3#L371-L417","CONFIGURATION_CAPABILITY","平台支持磁/感应编码器、不同内外径与形状、不同电流功率级、安全等级、IMU/扭矩传感和多种通信接口配置。","6","configuration_dimensions","current","可针对不同载荷和热设计的机器人关节做平台化定制。","可配置和可扩展不等于已经实现规模化降本或批量交付。","PRIMARY_CONFIGURATION_WITH_SCALE_BOUNDARY"
| "N065-EV-011","COMPANY-91d06b5048cb358969339df2","Ingenia","Volcano Series","https://novanta.com/robotics-automation/volcano-series/","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn136view3#L367-L380","INTEGRATION_VALUE","公司将Volcano描述为从原型到可扩展生产的集成平台，并强调减少布线、空间、热热点和连接器。","4","integration_benefits","current","一体化有利于缩短机器人关节开发周期并降低多板堆叠复杂度。","这是供应商价值主张，尚无客户侧成本、可靠性或量产数据交叉验证。","SUPPLIER_CLAIM_WITH_CUSTOMER_VALIDATION_GAP"
| "N065-EV-012","COMPANY-91d06b5048cb358969339df2","Ingenia","WAVE-010 semantic assessment","derived-from:N065-SRC-004","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N065-SRC-004","COMMERCIAL_GAP","当前仍缺机器人客户、具体型号出货、量产时间、ASP、寿命、认证与Ingenia单体财务。","0","disclosed_robot_commercial_metrics","current","后续优先补Novanta财报分部、客户案例和型号级认证/报价。","不得用平台完整度推导供应关系、量产或收入。","OPEN_CUSTOMER_VOLUME_ASP_LIFETIME_FINANCIAL_GAP"
| "N065-EV-013","COMPANY-f74fcfc5d3e2ef38ab83dda8","Intel RealSense","RealSense completes spinout from Intel and raises Series A","https://www.realsenseai.com/news-insights/news/realsense-completes-spin-out-from-intel-raises-50-million-to-accelerate-ai-powered-vision-for-robotics-and-biometrics/","2025-07-11","COMPANY_PRESS_RELEASE_PRIMARY","web.open:turn136view4#L95-L104","CORPORATE_AND_CUSTOMER_ECOSYSTEM","RealSense于2025年从Intel独立并完成5000万美元A轮融资；公司披露ANYbotics、Unitree Robotics等合作关系。","50","USD million","2025-07","独立融资用于扩大制造与市场能力，具名合作提高机器人场景的可验证性。","合作未披露采购金额、型号、销量和收入；融资也不等于经营盈利。","PRIMARY_CORPORATE_EVENT_WITH_CONTRACT_GAP"
| "N065-EV-014","COMPANY-f74fcfc5d3e2ef38ab83dda8","Intel RealSense","RealSense spinout press release","https://www.realsenseai.com/news-insights/news/realsense-completes-spin-out-from-intel-raises-50-million-to-accelerate-ai-powered-vision-for-robotics-and-biometrics/","2025-07-11","COMPANY_PRESS_RELEASE_PRIMARY","web.open:turn136view4#L103-L104","MARKET_FOOTPRINT_CLAIM","公司宣称RealSense深度相机嵌入全球60%的AMR与人形机器人。","60","percent_company_claim","2025-07","该口径表明公司自我定位的生态覆盖较广，可作为待交叉验证的份额线索。","未披露样本、分母、机型范围与统计方法，不能作为独立市场份额结论。","COMPANY_CLAIM_PENDING_INDEPENDENT_METHOD_VERIFICATION"
| "N065-EV-015","COMPANY-f74fcfc5d3e2ef38ab83dda8","Intel RealSense","Advancing Autonomous Humanoid Navigation with RealSense and NVIDIA cuVSLAM","https://www.realsenseai.com/news-insights/insights/advancing-autonomous-humanoid-navigation-with-realsense-depth-cameras-and-nvidia-cuvslam/","2026-03-18","COMPANY_TECHNICAL_CASE_PRIMARY","web.open:turn136view5#L98-L138","NAMED_ROBOT_INTEGRATION","LimX人形机器人演示将RealSense深度相机与NVIDIA cuVSLAM结合，使用RGB-D、视觉里程计、IMU融合和GPU感知完成定位、建图与导航。","4","stack_components","2026-03","这是具名人形平台上的直接技术集成实例。","演示不等于采购订单、长期供货、量产出货或收入确认。","PRIMARY_NAMED_DEMO_WITH_SUPPLY_BOUNDARY"
| "N065-EV-016","COMPANY-f74fcfc5d3e2ef38ab83dda8","Intel RealSense","D555 PoE product page","https://www.realsenseai.com/products/d555-poe/","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn136view6#L95-L162","PRODUCT_SPECIFICATION","D555采用Vision SoC V5、全局快门与IMU，具备IP65、PoE/Ethernet和ROS 2互操作能力，并支持低延迟多相机部署。","5","industrial_robotics_features","current","产品针对工业和机器人部署强化接口、环境防护和软件生态。","规格能力不能推导客户采用、销量、ASP或收入贡献。","PRIMARY_PRODUCT_SPEC_WITH_ADOPTION_GAP"
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