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"
"N070-EV-001","COMPANY-e1cc5598b49ccd1739a6dfed","傲意科技","ROH-AP001型ROHAND灵巧手用户手册V1.0.6","https://oymotion.com/upload/files/20260302095637ROH-AP001%E6%9C%BA%E5%99%A8%E4%BA%BA%E7%81%B5%E5%B7%A7%E6%89%8B-V1.0.6.pdf","2026-02-06","OFFICIAL_MANUAL_PRIMARY","web.open:turn157view1#L35-L54@P2","DEXTEROUS_HAND_ARCHITECTURE","ROH-AP001共有11个运动关节、6个主动自由度，内置6个电机驱动器、PID控制和逐指力量传感；典型应用包括机器人末端执行器、科研装备和仿生义肢。","11|6|6","joints|active_dof|motor_drivers","2026-02","产品已从假肢技术延伸为明确的机器人末端执行器，具备手内驱动和抓握力反馈。","产品架构不能证明已进入具名机器人客户或形成批量供货。","PRIMARY_PRODUCT_ARCHITECTURE_WITH_CUSTOMER_GAP"
"N070-EV-002","COMPANY-e1cc5598b49ccd1739a6dfed","傲意科技","ROH-AP001型ROHAND灵巧手用户手册V1.0.6","https://oymotion.com/upload/files/20260302095637ROH-AP001%E6%9C%BA%E5%99%A8%E4%BA%BA%E7%81%B5%E5%B7%A7%E6%89%8B-V1.0.6.pdf","2026-02-06","OFFICIAL_MANUAL_PRIMARY","web.open:turn157view1#L63-L99@P4-5","MECHANICAL_AND_INTERFACE_SPEC","手册列明中指尖至手腕183毫米、含手腕重量640克，四指弯曲最大提重30千克；支持UART、RS485、CAN及ROS/ROS2二次开发。","183|640|30|3","mm|g|kg|interfaces","2026-02","轻量化、提重和多总线接口降低与工业/人形机器人本体集成门槛。","最大载荷和接口支持受具体姿态、速度、供电及控制条件约束，不能外推为整机作业能力。","PRIMARY_MECHANICAL_INTERFACE_SPEC_WITH_SYSTEM_BOUNDARY"
"N070-EV-003","COMPANY-e1cc5598b49ccd1739a6dfed","傲意科技","ROH-AP001型ROHAND灵巧手用户手册V1.0.6","https://oymotion.com/upload/files/20260302095637ROH-AP001%E6%9C%BA%E5%99%A8%E4%BA%BA%E7%81%B5%E5%B7%A7%E6%89%8B-V1.0.6.pdf","2026-02-06","OFFICIAL_MANUAL_PRIMARY","web.open:turn157view1#L78-L93@P4|L122-L149@P6","TACTILE_LIFETIME_AND_WARRANTY_SPEC","六个区域点阵合计302点，压力范围0.1N至25N、刷新率150Hz、500克负载重复精度±20%；手册标示设计使用寿命3年和12个月质保。","302|0.1-25|150|3|12","taxels|N|Hz|years_design_life|months_warranty","2026-02","首次把点阵覆盖、采样、设计寿命和售后边界落到同一型号手册。","设计寿命不是机器人现场循环寿命；±20%重复精度也需结合标定、温漂和批间一致性评估。","PRIMARY_TACTILE_LIFETIME_SPEC_WITH_FIELD_RELIABILITY_GAP"
"N070-EV-004","COMPANY-e1cc5598b49ccd1739a6dfed","傲意科技","WAVE-015 semantic assessment","derived-from:N070-SRC-001|002","2026-08-04","ANALYST_BOUNDARY_DERIVATION","N070-SRC-001|N070-SRC-002","COMMERCIAL_GAP","当前仍缺具名量产机器人客户、订单/出货、批量良率、现场循环寿命、漂移、维修率、ASP、产能利用率和机器人业务收入。","0","confirmed_robot_commercial_metrics","current","后续从本体客户手册、采购/BOM、寿命报告和经营资料穿透。","不得把官网规格、设计寿命或公司量产宣传直接写成客户采用与商业规模。","OPEN_CUSTOMER_ORDER_VOLUME_YIELD_FIELD_LIFETIME_ASP_REVENUE_GAP"
"N070-EV-005","COMPANY-2ef52d51d952d24e19a44559","奥普光电-长春禹衡光学","长春奥普光电技术股份有限公司2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-21/e925f5f2-7db7-4504-9bff-3c86f579b6a4.PDF","2026-04-21","EXCHANGE_DISCLOSURE_PRIMARY","web.open:turn158view6#L237-L272@P9-10","ROBOT_POSITION_FEEDBACK_ROLE","年报明确禹衡光学的光栅尺、编码器是数控机床、工业机器人和伺服电机核心功能部件，并把机器人产业化列为高精度、高响应编码器的需求来源。","3","named application categories","2025","禹衡位于机器人关节/伺服闭环的位置反馈层，而非机器人本体或系统集成层。","应用类别和行业需求不等于具名客户、定点、批量出货或市场份额。","PRIMARY_ROBOT_APPLICATION_ROLE_WITH_ADOPTION_GAP"
"N070-EV-006","COMPANY-2ef52d51d952d24e19a44559","奥普光电-长春禹衡光学","长春奥普光电技术股份有限公司2025年年度报告","https://disc.static.szse.cn/disc/disk03/finalpage/2026-04-21/e925f5f2-7db7-4504-9bff-3c86f579b6a4.PDF","2026-04-21","EXCHANGE_DISCLOSURE_PRIMARY","web.open:turn166view2#L573-L616@P16|turn166view3#L8315-L8334@P161","SEGMENT_FINANCIALS","2025年光栅传感器收入168,880,037.12元，占奥普光电收入21.12%，毛利率41.88%；禹衡光学净利润13,946,849.56元。","168880037.12|21.12|41.88|13946849.56","CNY|percent_revenue|percent_gross_margin|CNY_net_profit","2025","光栅/编码器业务已有可量化经营基础，且毛利率高于公司综合口径。","分部同时服务机床、伺服、半导体等场景，不能把全部收入和利润归为机器人业务。","PRIMARY_SEGMENT_FINANCIALS_WITH_ROBOT_REVENUE_GAP"
"N070-EV-007","COMPANY-2ef52d51d952d24e19a44559","奥普光电-长春禹衡光学","长春禹衡光学有限公司官网与产品领域","https://www.yu-heng.cn/","CURRENT_PAGE","OFFICIAL_COMPANY_PRODUCT_PRIMARY","web.search:turn165search1|turn165search0","禹衡官网列示角度/绝对式/增量式编码器、光栅尺和旋转变压器等产品，并标示400名员工、3万平方米占地及120万台年生产能力。","400|30000|1200000","employees|sqm_site|units_annual_capacity","current","产品谱系覆盖旋转和直线位置反馈，制造能力具备规模化基础。","120万台是公司总年生产能力口径，不代表实际产量、利用率、机器人专属产能或机器人出货。","OFFICIAL_PORTFOLIO_CAPACITY_WITH_UTILIZATION_AND_ROBOT_MIX_GAP"
"N070-EV-008","COMPANY-2ef52d51d952d24e19a44559","奥普光电-长春禹衡光学","WAVE-015 semantic assessment","derived-from:N070-SRC-003|004","2026-08-04","ANALYST_BOUNDARY_DERIVATION","N070-SRC-003|N070-SRC-004","COMMERCIAL_GAP","当前仍缺具名机器人客户、具体编码器料号与关节/伺服绑定、机器人出货量、ASP、寿命、份额、机器人专属收入及120万台能力的实际利用率。","0","confirmed_robot_commercial_metrics","current","后续从客户BOM、采购、原始投关、产品手册和产销数据穿透。","不得把光栅分部收入、总产能或工业机器人适用场景写成机器人量产收入。","OPEN_ROBOT_CUSTOMER_SKU_VOLUME_ASP_LIFETIME_SHARE_REVENUE_UTILIZATION_GAP"
"N070-EV-009","COMPANY-ae77956e04d2d7dfcbd9223d","博特精工","山东博特精工股份有限公司公司简介","https://www.btpchn.com/aboutus/","CURRENT_PAGE","OFFICIAL_COMPANY_PRIMARY","web.open:turn161view0#L100-L111","COMPANY_AND_STANDARD_POSITION","博特前身为1966年成立的山东济宁丝杠厂，官网称其是滚珠丝杠副、直线导轨副等标准主要起草单位，长期从事滚动功能部件研制。","1966|2","founded_year|named_standard_categories","current","传统丝杠与导轨积累为机器人线性执行器国产化提供工艺基础。","标准参与和历史积累不能证明机器人客户认证、性能领先或主供地位。","PRIMARY_COMPANY_POSITION_WITH_ROBOT_QUALIFICATION_GAP"
"N070-EV-010","COMPANY-ae77956e04d2d7dfcbd9223d","博特精工","BT-GZXS行星滚柱丝杠副","https://www.chnbtp.com/gzsg/560.html","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn160view0#L48-L50|L74-L102","PLANETARY_ROLLER_SCREW_CAPABILITY","BT-GZXS采用多接触点分担载荷，官网列出抗冲击、大导程、高循环速度、低磨损等特点；导程4至36毫米，标称直线速度大于100米/分。","4-36|100+","mm_lead|m_per_minute","current","产品形态直接对应重载、高速线性执行需求，是人形机器人PRSM候选能力。","公司未公开具体载荷曲线、精度等级、寿命条件或机器人型号验证，参数不能外推为人形机器人适用结论。","PRIMARY_PRSM_CAPABILITY_WITH_ROBOT_VALIDATION_GAP"
"N070-EV-011","COMPANY-ae77956e04d2d7dfcbd9223d","博特精工","山东博特精工股份有限公司官网产品中心","https://www.chnbtp.com/product/","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn157view4#L46-L65","LINEAR_MOTION_PORTFOLIO","产品中心同时列出普通、高速、重载、大导程、轧制和微型滚珠丝杠以及BT-GZXS行星滚柱丝杠，并覆盖直线导轨、梯形丝杠和电主轴。","9+","listed screw product families","current","公司具备从微型到重载的线性传动产品矩阵，可覆盖机器人本体和自动化装备不同载荷段。","产品矩阵不代表每个系列已用于机器人，也未披露机器人收入、出货和良率。","PRIMARY_LINEAR_PORTFOLIO_WITH_APPLICATION_MIX_GAP"
"N070-EV-012","COMPANY-ae77956e04d2d7dfcbd9223d","博特精工","WAVE-015 semantic assessment","derived-from:N070-SRC-005|006","2026-08-04","ANALYST_BOUNDARY_DERIVATION","N070-SRC-005|N070-SRC-006","COMMERCIAL_GAP","当前仍缺BT-GZXS机器人客户验证、载荷/精度/寿命完整数据表、样件与批量订单、产量、良率、ASP、交期、产能利用率及财务贡献。","0","confirmed_robot_commercial_metrics","current","后续优先找产品手册、检测报告、本体/执行器客户资料、采购合同和经营数据。","不得把官网通用性能、标准地位和产品矩阵写成机器人定点或批量供货。","OPEN_ROBOT_VALIDATION_DATASHEET_ORDER_VOLUME_YIELD_ASP_CAPACITY_FINANCIAL_GAP"
"N070-EV-013","COMPANY-eda26300f5b520a41d9ed959","超维传感","超维传感官网","https://hysense.ai/","CURRENT_PAGE","OFFICIAL_COMPANY_PRODUCT_PRIMARY","web.search:turn162search0","超维官网称公司2025年成立，聚焦人形机器人触觉，核心技术包括低温漂感压油墨、多物理量融合感知、低耦合结构和微纳贴合工艺。","2025|4","founded_year|technology_pillars","current","公司定位从模糊的触觉观察对象收窄为指尖/灵巧手触觉系统创业公司。","公司定位和技术命名为企业自述，尚缺专利、数据表和第三方测试逐项支撑。","COMPANY_TECHNOLOGY_POSITION_WITH_INDEPENDENT_VERIFICATION_GAP"
"N070-EV-014","COMPANY-eda26300f5b520a41d9ed959","超维传感","超维传感官网","https://hysense.ai/","CURRENT_PAGE","OFFICIAL_COMPANY_PRODUCT_PRIMARY","web.search:turn162search0","官网标称指尖触觉传感器精度误差小于0.2%、一致性误差小于1%、百万次寿命，并称可识别指尖六维力、位置和接触轮廓。","0.2|1|1000000|6","percent_accuracy_error|percent_consistency_error|cycles|force_dimensions","current","若在标准化条件下复现，这组指标指向高一致性训练数据与灵巧操作反馈能力。","官网未给型号、量程、采样率、测试标准、载荷谱、样本量或第三方复测；百万次也不等于整手现场寿命。","COMPANY_PERFORMANCE_CLAIM_WITH_TEST_CONDITION_GAP"
"N070-EV-015","COMPANY-eda26300f5b520a41d9ed959","超维传感","超维传感新闻资讯","https://www.hysense.ai/news","2026-06-03","OFFICIAL_COMPANY_NEWS_PRIMARY","web.search:turn164search0","公司新闻索引显示2026年5月发布全手触觉新品，2026年6月宣布产线全面落地；官网另称拥有10项以上知识产权和10家以上合作伙伴。","2|10+|10+","company_milestones|IP_items|partners","2026-05~06","产品从单指方案向全手覆盖和制造交付推进，但目前仍是公司发布层面的进展。","产线落地、合作伙伴和知识产权数量不等于产能、良率、具名客户验收、订单或收入。","COMPANY_MILESTONE_CLAIM_WITH_REALIZED_SCALE_GAP"
"N070-EV-016","COMPANY-eda26300f5b520a41d9ed959","超维传感","WAVE-015 semantic assessment","derived-from:N070-SRC-007|008","2026-08-04","ANALYST_BOUNDARY_DERIVATION","N070-SRC-007|N070-SRC-008","COMMERCIAL_GAP","当前仍缺产品型号与完整手册、第三方性能复测、具名机器人客户、送样/定点/订单、实际产能与良率、ASP、现场寿命、收入和毛利。","0","confirmed_robot_commercial_metrics","current","后续优先找正式数据表、客户侧测试/采购、产线产能和经营披露。","不得把官网精度/寿命、产线落地标题或团队历史经验写成量产交付与商业规模。","OPEN_DATASHEET_TEST_CUSTOMER_ORDER_CAPACITY_YIELD_ASP_FIELD_LIFE_REVENUE_GAP"