Cai
2026-08-29 e8f8034be44f16234bfb55ab072ee86e3c9bebdc
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"company_id","company_name","current_primary_track","proposed_chain_layer","proposed_primary_track","proposed_company_universe_layer","evidence_basis","unresolved_boundary","decision_status","formal_pool_effect","evidence_strength_effect"
"COMPANY-94af5bfdd01c23b057b5c766","禾川科技","PENDING_CLASSIFICATION","核心零部件/控制与驱动","机器人专用控制器、伺服驱动、伺服电机、编码器","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","年报直接披露机器人专用控制器、高精度伺服和低压多轴一体驱动方案。","未确认具名机器人客户、订单、主供/独供、量产规模或机器人业务收入。","PROPOSED_PENDING_CONTENT_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-9a947c0f936f6b80185b3c7c","凌云光","PENDING_CLASSIFICATION","感知与工业AI","机器视觉、计算成像、视觉算法平台、具身智能视觉应用","ADJACENT_CANDIDATE","年报披露机器视觉全产品线、视觉引导定位测量能力及具身智能应用。","未披露机器人专用收入、具名机器人客户、订单或供应关系。","PROPOSED_PENDING_CONTENT_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-ee54dd2aec4676ace75b69c9","天准科技","PENDING_CLASSIFICATION","核心零部件/控制与感知","机器人“大脑”域控制器、机器视觉量检测、具身智能解决方案","CORE_CANDIDATE_REVIEWED_NOT_FORMAL","年报披露具身智能解决方案收入与销量,并明确机器人“大脑”域控制器是增长来源之一。","具身智能收入同时包含商用车域控制器,不能拆分机器人专属收入或确认具名客户。","PROPOSED_PENDING_CONTENT_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-66f2814bef12313c3befc939","长光华芯","PENDING_CLASSIFICATION","感知上游/光源与芯片","VCSEL、激光雷达光源、机器视觉定位与3D传感","ADJACENT_CANDIDATE","年报披露VCSEL等产品面向激光雷达、机器视觉定位和3D传感。","仅为应用方向证据,未确认机器人客户、订单、定点、量产或机器人收入。","PROPOSED_PENDING_CONTENT_REVIEW","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"