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| "company_id","company_name","content_state","confirmed_increment","remaining_high_value_gap","next_valid_trigger","formal_pool_effect","evidence_strength_effect"
| "COMPANY-9853c2c148f38d41489e2ba4","Harmonic Drive","OFFICIAL_IR_AND_ROBOT_APPLICATION_DEEPENED_HUMANOID_ECONOMICS_OPEN","补入FY2026Q4公司级订单/销售、工业机器人应用与AI机器人战略节奏","机器人业务收入、人形客户、型号、ASP、寿命、交期和产能利用率","分应用订单表、客户公告、产品级报价/寿命或人形BOM","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-4b9b8ac6551a642e2ab0dec8","Heidenhain","ROBOT_JOINT_ENCODER_ARCHITECTURE_DEEPENED_COMMERCIALS_OPEN","补入双编码器、二次编码器、紧凑电机编码器及安全/误差补偿能力","机器人客户、供货型号、出货、ASP、寿命、交期和收入","本体厂BOM、认证、采购公告或客户侧产品资料","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-91d06b5048cb358969339df2","Ingenia","INTEGRATED_JOINT_MOTION_PLATFORM_DEEPENED_VOLUME_OPEN","补入Volcano关节级驱控反馈感知安全一体化与六类可配置能力","客户、型号出货、量产时间、ASP、寿命、认证和单体财务","Novanta分部披露、客户案例、型号认证或批量报价","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
| "COMPANY-f74fcfc5d3e2ef38ab83dda8","Intel RealSense","SPINOUT_NAMED_ROBOT_INTEGRATION_AND_PRODUCT_DEPTH_DEEPENED_SHARE_UNVERIFIED","补入5000万美元独立融资、ANYbotics/Unitree合作、LimX具名演示与D555工业规格","采购金额、销量、ASP、收入以及60%覆盖口径的独立方法验证","客户采购/量产资料、公司财务或第三方可复核份额方法","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
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