mbx/mb-project-info.git

"evidence_id","company_id","company_name","source_title","source_url","source_date","source_type","content_locator","fact_type","fact_text","value","unit","period","robot_chain_interpretation","evidence_boundary","status"
"N068-EV-001","COMPANY-7924f04048e5af02a4dd6f39","Rockwell Automation","FY2025 Q2 Form 10-Q","https://www.rockwellautomation.com/content/dam/rockwell-automation/documents/pdf/company/about-us/ir/2025/FY25-Q2-Form10Q.pdf","2025-Q2","OFFICIAL_SEC_FILING_PRIMARY","web.open:turn149view1#L543-L575@P13","CORPORATE_OWNERSHIP","Rockwell于2023年10月2日收购Clearpath Robotics及其工业部门OTTO Motors，把工业AMR平台纳入自动化产品体系。","1","completed acquisition","2023-10","Rockwell的机器人布局不只是PLC接口，而包含自有工业AMR产品与车队软件。","并购确认不等于披露OTTO当前收入、利润、订单或市场份额。","PRIMARY_CORPORATE_FACT_WITH_SEGMENT_METRIC_GAP"
"N068-EV-002","COMPANY-7924f04048e5af02a4dd6f39","Rockwell Automation","Autonomous mobile robots, AMR robots, AMRs","https://www.rockwellautomation.com/en-us/capabilities/advanced-motion-robotics/amr-robot.html","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn149view0#L42-L57","OPERATING_SCALE_COMPANY_CLAIM","OTTO官网口径为累计超过1000万生产运行小时、100多个AMR车队、每月超过90万次物料搬运交付，最大搬运任务约4200磅。","10+|100+|0.9+|4200","million hours|fleets|million deliveries/month|lb","current","说明OTTO已形成可观运行基础和中重载工厂物流能力。","全部为公司发布口径，不能拆算为当期销量、收入、客户数或经审计份额。","COMPANY_OPERATING_METRICS_PENDING_INDEPENDENT_VALIDATION"
"N068-EV-003","COMPANY-7924f04048e5af02a4dd6f39","Rockwell Automation","Autonomous mobile robots, AMR robots, AMRs","https://www.rockwellautomation.com/en-us/capabilities/advanced-motion-robotics/amr-robot.html","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn149view0#L128-L158|L161-L214","PRODUCT_PLATFORM","OTTO Fleet Manager支持路线、任务、机器人实时配对及PLC/既有软件连接；OTTO 100/600/1200/1500/Lifter覆盖150至1900公斤载荷。","150-1900","kg payload range","current","产品从轻载物流到重载搬运和自主叉车，能接入工厂自动化控制层。","产品范围不证明特定客户采购、独供或各型号商业规模。","PRIMARY_PLATFORM_RANGE_WITH_CUSTOMER_AND_REVENUE_GAP"
"N068-EV-004","COMPANY-7924f04048e5af02a4dd6f39","Rockwell Automation","WAVE-013 semantic assessment","derived-from:N068-SRC-001|002","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N068-SRC-001|N068-SRC-002","COMMERCIAL_GAP","当前仍缺OTTO分部收入、毛利、订单/积压、按型号出货、具名客户合同、车队续购率及与Rockwell PLC/软件的交叉销售量化。","0","confirmed_segment_commercial_metrics","current","后续优先追踪Rockwell财报分部披露、具名客户案例和车队运营数据。","不得用累计运行小时、月任务数或并购事实替代财务与订单事实。","OPEN_SEGMENT_REVENUE_MARGIN_ORDER_SHIPMENT_CUSTOMER_GAP"
"N068-EV-005","COMPANY-3b04837881bb07b621ae7dc7","SICK","Safe control solutions for mobile robots","https://www.sick.com/ag/en/catalog/industries/logistics/warehouse-automation/mobile-robots-and-industrial-trucks/emergency-stop-circuit-person-detection-and-safe-stopping-complete-systems-tailored-for-automated-guided-carts/c/p613551","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.search:turn148search0","MOBILE_ROBOT_SAFETY_STACK","SICK移动机器人安全方案把急停、安全激光扫描器、安全继电器/控制器、编码器与驱动信号组合，TÜV测试功能块用于监控移动方向和速度。","1","integrated safety stack","current","覆盖AMR/AGV从环境感知到安全控制与运动监控的关键链条。","组合能力并不等于进入某个具名平台或形成批量供货。","PRIMARY_SAFETY_STACK_WITH_ADOPTION_GAP"
"N068-EV-006","COMPANY-3b04837881bb07b621ae7dc7","SICK","Safety laser scanner technology enables mobile robots to navigate work environment safely","https://www.sick.com/de/en/sick-sensor-blog/safety-laser-scanner-technology-enables-mobile-robots-to-navigate-work-environment-safely/w/blog-mobile-robots-safe-navigation","2022-08-30","COMPANY_TECHNICAL_CASE_PRIMARY","web.open:turn149view3#L8-L22","NAMED_ROBOT_INTEGRATION","SICK明确披露与HIKROBOT合作，nanoScan3安全激光扫描器的测量数据用于移动机器人的SLAM建图、定位与导航，并同时承担安全运行功能。","1","named OEM integration","2022-08","这是安全扫描器在具名移动机器人平台上的直接技术集成证据。","未披露供货数量、金额、独供、当前覆盖比例或收入。","PRIMARY_NAMED_INTEGRATION_WITH_COMMERCIAL_SCALE_GAP"
"N068-EV-007","COMPANY-3b04837881bb07b621ae7dc7","SICK","Safety laser scanner technology enables mobile robots to navigate work environment safely","https://www.sick.com/de/en/sick-sensor-blog/safety-laser-scanner-technology-enables-mobile-robots-to-navigate-work-environment-safely/w/blog-mobile-robots-safe-navigation","2022-08-30","COMPANY_TECHNICAL_CASE_PRIMARY","web.open:turn149view3#L26-L34","SENSOR_FUNCTION","nanoScan3使用safeHDDM扫描技术获取高精度测量数据，官方案例描述其在环境光、粉尘场景下用于环境感知、实时扫描、障碍与人员识别。","1","safety_lidar_function_set","2022-08","同一传感器数据可同时支持移动机器人导航和安全保护，提高系统集成价值。","案例描述不等于完成全部法规认证，也不能归因整机效率或成本改善。","PRIMARY_FUNCTION_CASE_WITH_SYSTEM_ATTRIBUTION_BOUNDARY"
"N068-EV-008","COMPANY-3b04837881bb07b621ae7dc7","SICK","WAVE-013 semantic assessment","derived-from:N068-SRC-003|004","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N068-SRC-003|N068-SRC-004","COMMERCIAL_GAP","当前仍缺HIKROBOT及其他机器人客户的料号、采购量、价格、独供/份额、续单、机器人相关收入和安全产品盈利。","0","confirmed_robot_commercial_metrics","current","后续从客户BOM、认证文件、采购公告和SICK分业务披露穿透。","不得用安全功能和具名合作替代订单、量产规模或收入。","OPEN_BOM_ORDER_VOLUME_ASP_SHARE_REVENUE_MARGIN_GAP"
"N068-EV-009","COMPANY-30e363d3e8c59f2c1319f8d7","Siemens","Siemens Xcelerator sets new standards for material flow systems","https://press.siemens.com/global/en/pressrelease/siemens-xcelerator-sets-new-standards-sustainable-adaptive-and-flexible-material-flow","2024-03-14","COMPANY_PRESS_RELEASE_PRIMARY","web.open:turn149view4#L56-L66","AMR_PLATFORM","SIMOVE是面向AGV和AMR的系统平台，包含引导控制、导航和通用自动化软件库，并使用标准自动化与驱动组件。","1","AGV_AMR_platform","2024-03","Siemens能够把PLC、驱动、导航和物流应用纳入统一自动化平台。","展会与产品路线描述未披露安装量、订单、收入或竞争份额。","PRIMARY_PLATFORM_FACT_WITH_MARKET_ADOPTION_GAP"
"N068-EV-010","COMPANY-30e363d3e8c59f2c1319f8d7","Siemens","Siemens Xcelerator sets new standards for material flow systems","https://press.siemens.com/global/en/pressrelease/siemens-xcelerator-sets-new-standards-sustainable-adaptive-and-flexible-material-flow","2024-03-14","COMPANY_PRESS_RELEASE_PRIMARY","web.open:turn149view4#L66-L70","ROBOT_SOFTWARE_AND_SAFETY","Safevelo可在无需额外安全或增量编码器的情况下监控AMR速度并动态切换安全扫描区域；SIMATIC Robot Pick AI使用3D图像进行无需预训练的未知物抓取。","2","software capabilities","2024-03","Siemens同时覆盖移动机器人安全运动和机械臂视觉抓取两个软件层。","产品能力不代表进入量产客户，也不证明算法在全部环境下的性能。","PRIMARY_SOFTWARE_CAPABILITY_WITH_DEPLOYMENT_GAP"
"N068-EV-011","COMPANY-30e363d3e8c59f2c1319f8d7","Siemens","Mecalux SIMATIC Robot Pick AI reference","https://www.siemens.com/es-es/content/mecalux-simatic-robot-pick-ai-technology/","CURRENT_PAGE","COMPANY_CUSTOMER_CASE_PRIMARY","web.open:turn149view5#L9-L19","NAMED_CUSTOMER_IMPLEMENTATION","Siemens披露与Mecalux长期合作，并在仓储拣选机器人中实施基于深度学习视觉算法的SIMATIC Robot Pick技术。","1","named customer implementation","current","具名仓储自动化客户证明Robot Pick不是仅停留在演示层。","未披露合同金额、装机数量、独家关系、处理效率基线或机器人专属收入。","PRIMARY_NAMED_IMPLEMENTATION_WITH_SCALE_AND_ECONOMICS_GAP"
"N068-EV-012","COMPANY-30e363d3e8c59f2c1319f8d7","Siemens","WAVE-013 semantic assessment","derived-from:N068-SRC-005|006","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N068-SRC-005|N068-SRC-006","COMMERCIAL_GAP","当前仍缺SIMOVE/Robot Pick客户数量、装机/订阅量、合同金额、机器人专属收入、软件毛利、AMR生态份额及与控制器/驱动交叉销售量化。","0","confirmed_robot_business_metrics","current","后续从客户案例、招投标、软件业务披露和Xcelerator经营数据追踪。","不得用平台功能或单一客户案例推导规模化机器人业务。","OPEN_INSTALL_BASE_CONTRACT_REVENUE_MARGIN_ECOSYSTEM_SHARE_GAP"
"N068-EV-013","COMPANY-71d3ceb5cbcfe9154941b9e4","Synapticon","SOMANET Circulo — All-in-One Servo Drive","https://www.synapticon.com/en/products/somanet-circulo","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn149view6#L63-L84|L92-L105","INTEGRATED_DRIVE_ARCHITECTURE","SOMANET Circulo采用72/92毫米中空轴规格，支持最高4kHz EtherCAT，面向协作机器人关节和智能执行器，并可直接安装在电机上。","72|92|4","mm|mm|kHz","current","驱动器贴近关节的分布式架构可压缩控制柜、线束和机械集成空间。","官网架构与节省比例属于供应商口径，未由整机客户独立验证。","PRIMARY_INTEGRATED_ARCHITECTURE_WITH_SYSTEM_BENCHMARK_GAP"
"N068-EV-014","COMPANY-71d3ceb5cbcfe9154941b9e4","Synapticon","SOMANET Circulo — All-in-One Servo Drive","https://www.synapticon.com/en/products/somanet-circulo","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn149view6#L78-L84|L113-L129","CONTROL_FEEDBACK_INTEGRATION","Circulo支持最高60V/60A rms的PMSM/BLDC电机、双闭环、两个位置反馈信号，并可集成两个最高20位绝对编码器和制动器。","60|60|2|20","V|A rms|encoders|bit","current","把驱动、绝对位置反馈、制动与安全功能集成到关节节点，形成驱控感一体化部件。","产品规格不能替代关节寿命、热性能、整机精度、客户选型或量产证据。","PRIMARY_DRIVE_FEEDBACK_SPEC_WITH_ADOPTION_AND_SYSTEM_GAP"
"N068-EV-015","COMPANY-71d3ceb5cbcfe9154941b9e4","Synapticon","Synapticon / Sumitomo Drive Technologies success story","https://www.synapticon.com/en/motion-control-success-stories/sumitomo-success-story","CURRENT_PAGE","COMPANY_TECHNICAL_CASE_PRIMARY","web.open:turn149view8#L9-L22","NAMED_TECHNICAL_PARTNERSHIP","Synapticon具名披露Sumitomo Drive Technologies在高动态、高功率密度和高刚性机器人驱动开发中使用SOMANET Circulo。","1","named technical partnership","current","证明Circulo已进入具名减速/驱动企业的机器人联合开发场景。","供应商案例未披露采购量、合同、量产状态、独供或收入。","PRIMARY_NAMED_PARTNERSHIP_WITH_COMMERCIALIZATION_GAP"
"N068-EV-016","COMPANY-71d3ceb5cbcfe9154941b9e4","Synapticon","WAVE-013 semantic assessment","derived-from:N068-SRC-007|008","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N068-SRC-007|N068-SRC-008","COMMERCIAL_GAP","当前仍缺Circulo具名机器人OEM量产型号、订单/出货、单机用量、ASP、故障率、寿命、产能和机器人收入。","0","confirmed_robot_commercial_metrics","current","后续优先追踪Sumitomo项目量产、OEM BOM、认证与经营披露。","不得用技术合作和参数集成替代订单、批量供货或财务贡献。","OPEN_OEM_MODEL_ORDER_SHIPMENT_CONTENT_ASP_RELIABILITY_CAPACITY_REVENUE_GAP"