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| "register_id","task_id","case_id","batch_id","run_id","track_code","item_type","trigger_or_risk","observable_indicator","alternative_explanation","failure_condition","region","jurisdiction","source_basis","data_status","review_status"
| "REG-01","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","BATTERY","CATALYST","储能与动力应用继续扩张","产量、装车量、储能产量","产量增长可能伴随库存或价格压力","后续官方数据转弱或口径改变","MAINLAND_CHINA","CN","S-MARKET-BATTERY-MIIT-2025-0104","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-02","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","BATTERY","RISK","原料与电芯供需错配","碳酸锂/氢氧化锂价格、产量、库存","价格下降也可能来自技术降本","规格或地区不可比则停止横比","MAINLAND_CHINA","CN","S-MARKET-BATTERY-MIIT-2025-0104","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-03","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","BATTERY","RISK","新路线商业化节奏不确定","固态/钠电量产与订单的法定披露","样品、产线规划不等于销售","无规模出货主源则保持试点状态","MAINLAND_CHINA","CN","S-FILING-300014-2025","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-04","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","SOLAR","CATALYST","国内新增装机维持高位","新增并网、发电量、利用率","装机增长不必然改善制造盈利","制造与电站口径不得混写","MAINLAND_CHINA","CN","S-MARKET-RENEWABLE-NEA-2025","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-05","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","SOLAR","RISK","制造链供需与价格压力","硅料/硅片/电池/组件产销价","出货增长可能由降价驱动","无可比规格价格则不做趋势结论","MAINLAND_CHINA","CN","S-FILING-601012-2025","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-06","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","SOLAR","RISK","技术路线切换带来资产效率差异","TOPCon/BC/HJT产能与出货","研发效率纪录不等于量产经济性","无公司法定披露则不推断","MAINLAND_CHINA","CN","S-FILING-688223-2025","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-07","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","WIND","CATALYST","新增装机与海上大型化","陆海风新增、并网、海缆/基础订单","年度并网受审批和施工节奏影响","吊装、并网、运营状态需分账","MAINLAND_CHINA","CN","S-MARKET-RENEWABLE-NEA-2025","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-08","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","WIND","RISK","项目交付与原材料/施工约束","铸锻件、塔筒、海缆交付及成本","订单不等同收入确认","缺乏项目阶段主源则不外推","MAINLAND_CHINA","CN","S-FILING-603218-2025","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-09","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","WIND","RISK","利用率受资源与消纳影响","全国及区域利用率/弃风","风速变化也会影响发电量","区域数据不可得时只保留全国口径","MAINLAND_CHINA","CN","S-MARKET-RENEWABLE-NEA-2025","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-10","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","NUCLEAR","CATALYST","核准项目逐步进入建设与设备阶段","核准、FCD/开工、并网、商运公开节点","核准不等同开工，开工不等同收入","阶段术语不明则保持GAP","MAINLAND_CHINA","CN","S-FILING-003816-2025","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-11","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","NUCLEAR","RISK","项目周期长且监管安全要求高","公开项目阶段和公司法定披露","进度差异可能来自正常审批/施工","不从零散信息推断设施状态","MAINLAND_CHINA","CN","S-FILING-601611-2025","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
| "REG-12","TASK-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001","BATCH-001","RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260805-001-BATCH-001-001","NUCLEAR","BOUNDARY","关键基础设施敏感信息停止边界","来源与内容安全筛查","公开高层信息可用但不意味着细节可扩展","出现安防/控制/脆弱性/非公开工艺即停止","MAINLAND_CHINA","CN","SYSTEM_DESIGN_V1_1","FACT_BOUNDARY_OR_MONITOR","ACCEPTED_BY_INDEPENDENT_REVIEW"
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