mbx/mb-project-info.git

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"N074-OEM-001","N073-P0-012","COMPANY-261aaeac362dc4d476a93aff","Agility Robotics","","GXO","CUSTOMER_DEPLOYMENT_AGREEMENT","CUSTOMER_CONFIRMED_MULTI_YEAR_RAAS_OPERATION_NO_VALUE_OR_UNIT_COUNT","GXO客户侧公告确认与Agility签署多年RaaS协议，Digit进入GXO物流运营并在SPANX设施与其他自动化系统协同；部署台数、合同金额和收费方式未披露。","N073-SRC-0226","HE-20260622-001","Agility Robotics / Digit source package entry","https://www.globenewswire.com/news-release/2024/06/27/2905556/0/en/gxo-signs-industry-first-multi-year-agreement-with-agility-robotics.html","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-001","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","e26c3a89a255acb43d5075d9b07f707d4882f952307a397d4d6edd7dd95da26b","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","RELATIONSHIP_CONTEXT_REGISTERED_PENDING_VERIFICATION_NO_UPGRADE"
"N074-OEM-002","N073-P0-013","COMPANY-261aaeac362dc4d476a93aff","Agility Robotics","","GXO","CUSTOMER_OPERATION_MILESTONE","SUPPLIER_DISCLOSED_100K_TOTE_TASK_MILESTONE_NO_REVENUE_OR_DEPLOYMENT_COUNT","Agility官方披露Digit在GXO Flowery Branch设施完成超过10万次tote搬运；任务次数不等同收入、寿命或部署台数。","N073-SRC-0227","HE-20260622-002","Agility Robotics / Digit source package entry","https://www.agilityrobotics.com/content/digit-moves-over-100k-totes","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-002","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","01caca551a3a7c82e19843700f4f96b967f41b33a7f2aead530d7d8f25ea855d","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","RELATIONSHIP_CONTEXT_REGISTERED_PENDING_VERIFICATION_NO_UPGRADE"
"N074-OEM-003","N073-P0-014","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","","BMW Group","CUSTOMER_PRODUCTION_ENVIRONMENT_TEST","CUSTOMER_CONFIRMED_TEST_NO_FORMAL_INTRODUCTION_TIMETABLE","BMW客户侧公告确认Figure 02在Spartanburg真实生产环境进行钣金件放置试验；当时未设定正式引入时间表。","N073-SRC-0228","HE-20260622-003","Figure AI / BMW source package entry","https://www.press.bmwgroup.com/usa/article/detail/T0444268EN_US/successful-test-of-humanoid-robots-at-bmw-group-plant-spartanburg?language=en_US","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-003","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","7acb768ff3cbeb20079f14f76b4c7dc37a3f70c29e73305defb3ba18105650c8","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","RELATIONSHIP_CONTEXT_REGISTERED_PENDING_VERIFICATION_NO_UPGRADE"
"N074-OEM-004","N073-P0-015","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","","BMW Group","CUSTOMER_PILOT_OPERATION_METRIC","CUSTOMER_CONFIRMED_PILOT_KPI_NO_CONTRACT_VALUE","BMW客户侧公告补充Spartanburg 2025试点的10小时班次、3万台X3、9万个组件和约1250小时等运营口径；不披露合同金额、Figure收入或供应链。","N073-SRC-0229","HE-20260622-004","Figure AI / BMW source package entry","https://www.press.bmwgroup.com/global/article/detail/T0455864EN/bmw-group-to-deploy-humanoid-robots-in-production-in-germany-for-the-first-time?language=en","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-004","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","6b6fed5496f29f1dfb55eed9f957421c1ba94ad5b42d65a051856fb521a64e37","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","RELATIONSHIP_CONTEXT_REGISTERED_PENDING_VERIFICATION_NO_UPGRADE"
"N074-OEM-005","N073-P0-016","COMPANY-c7f34672dfb3ca571eae9dd5","Figure AI","","BMW Group","SUPPLIER_OPERATION_DISCLOSURE_CROSSCHECK","SUPPLIER_DISCLOSURE_REQUIRES_CUSTOMER_SIDE_CROSSCHECK","Figure官方披露BMW部署的运行时长、任务量和KPI口径；供应商侧数据需以BMW客户侧公告交叉验证，不能写成商业收入。","N073-SRC-0230","HE-20260622-005","Figure AI / BMW source package entry","https://www.figure.ai/news/production-at-bmw","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-005","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","0d334606d1e4e2611ee5f043df243fee34495881bd98675654555176642ec836","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","RELATIONSHIP_CONTEXT_REGISTERED_PENDING_VERIFICATION_NO_UPGRADE"
"N074-OEM-006","N073-P0-017","COMPANY-30081094f2a8c83dd47b69fd","优必选","","","FORMAL_ANNUAL_REPORT_SOURCE_ENTRY","FORMAL_DISCLOSURE_ENTRY_REQUIRES_ROW_LEVEL_EXTRACTION","优必选2025年报是全尺寸具身智能人形机器人收入、销量、毛利和产能的正式回源入口；倒算ASP不等同分型号售价。","N073-SRC-0231","HE-20260622-006","优必选 / Walker S source package entry","https://owebsite-cdn.ubtrobot.com/resources/file/2026/04/21/797179114676293.pdf","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-006","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","a5a4ac026dc49f3e577dc4be04584fcd150a851d3263420352e28c7227da807c","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","RELATIONSHIP_CONTEXT_REGISTERED_PENDING_VERIFICATION_NO_UPGRADE"
"N074-OEM-007","N073-P0-018","COMPANY-d387f3403ec78a0a4cc90e1f","江苏雷利-鼎智科技","COMPANY-ed71c3420dbf50a96a81a36c","智元机器人","SUPPLIER_RECOGNITION_AND_COMPONENT_PARTICIPATION","COMPANY_CONFIRMED_RECOGNITION_NO_VOLUME_SHARE_OR_MODEL","鼎智官网支持其获智元首届供应商大会优秀合作伙伴奖，以及PRSM和高性能伺服电机的参与方向；不支持供货金额、数量、份额或具体型号。","N073-SRC-0232","HE-20260622-007","江苏雷利 / 鼎智科技 / 智元 source package entry","https://www.dingsmotion.cn/show/123-250-1.html","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-007","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","6a4b83070b804d65397ea29871e312c86ea939e90d2edaaa4d34229a50292f09","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","RELATIONSHIP_CONTEXT_REGISTERED_PENDING_VERIFICATION_NO_UPGRADE"
"N074-OEM-008","N073-P0-019","COMPANY-d387f3403ec78a0a4cc90e1f","江苏雷利-鼎智科技","COMPANY-ed71c3420dbf50a96a81a36c","智元机器人|南京蔚蓝科技","SUPPLIER_RECOGNITION_AND_STRATEGIC_COOPERATION","IR_DISCLOSED_RELATIONSHIP_NO_PURCHASE_CONTRACT","江苏雷利IR披露鼎智获评智元优秀供应商、与南京蔚蓝科技战略合作及机器人产品矩阵和灵巧手试点；IR不等同采购合同。","N073-SRC-0233","HE-20260622-008","江苏雷利 / 鼎智科技 source package entry","https://file.finance.sina.com.cn/211.154.219.97%3A9494/MRGG/CNSESZ_STOCK/2025/2025-9/2025-09-18/11836121.PDF","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-008","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","9f1aa3ac9d759d2d90a046f9c1668fd6e3c86b659545fff3707c830f0966b7a7","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","RELATIONSHIP_CONTEXT_REGISTERED_PENDING_VERIFICATION_NO_UPGRADE"
"N074-OEM-009","N073-P0-020","COMPANY-99b6396dc634834c16956f33","雷赛智能","","","COMPANY_PRODUCT_PORTFOLIO_CONTEXT","PRODUCT_PORTFOLIO_NO_CUSTOMER_CONFIRMATION","雷赛官网产品页支持无框电机、空心杯电机、编码器、驱动器、关节模组和灵巧手方案的产品矩阵；公司大规模交付自述不等同客户侧确认。","N073-SRC-0234","HE-20260622-009","雷赛智能 source package entry","https://www.leisai.com/product_1073.html","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-009","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","df61324922b3854d5c3056f83929e615a591842919260849704c6acf72157194","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","RELATIONSHIP_CONTEXT_REGISTERED_PENDING_VERIFICATION_NO_UPGRADE"
"N074-OEM-010","N073-P0-021","COMPANY-99b6396dc634834c16956f33","雷赛智能","COMPANY-ed71c3420dbf50a96a81a36c","智元机器人","MEDIA_LEAD_SUPPLIER_AND_DELIVERY_CLAIM","MEDIA_LEAD_PRIMARY_BACKTRACE_REQUIRED","媒体转述提供雷赛无框力矩电机交付超12万台、获智元优秀供应商伙伴及模组/灵巧手批量供应线索；必须回到交易所公告或IR后才能作为强事实。","N073-SRC-0235","HE-20260622-010","雷赛智能 source package entry","https://www.stcn.com/article/detail/3789013.html","data/public/robotics/body_oem_supply_chain/hard_evidence_20260622/sources_index.json","JSON_ITEM:HE-20260622-010","cc17992b840be47e69f4694b8ea71eebee1db5b7cdb0b5c512e52e51364614a4","64a4131d6ee8466daadac0ae8c413875bb24f452eb71e63cafc251ad30f513cf","PENDING_VERIFICATION_MAX_NO_UPGRADE|NO_AUTOMATIC_FORMAL_POOL_CHANGE|CONTENT_ASSIMILATION_ONLY","RELATIONSHIP_CONTEXT_REGISTERED_PENDING_VERIFICATION_NO_UPGRADE"