Cai
2026-08-29 e8f8034be44f16234bfb55ab072ee86e3c9bebdc
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"company_id","company_name","canonical_track","content_maturity","key_2025_update","remaining_high_value_gap","content_status","formal_pool_effect","evidence_strength_effect"
"COMPANY-99b6396dc634834c16956f33","雷赛智能","机器人运动控制、关节电机与编码器","ROBOT_COMPONENT_VOLUME_AND_CUSTOMER_PROGRESS_DISCLOSED","无框力矩电机交付超过12万台,关节模组和灵巧手披露批量供应及数十家客户订单","机器人独立收入、订单金额、客户集中度、实际产能利用和利润贡献","CONTENT_UPDATED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-1cfad7b8d85398f01a8bfc5f","双环传动","工业机器人减速器与智能执行机构","ROBOT_OPERATING_ENTITY_AND_PRODUCT_SCOPE_DISCLOSED","工业机器人减速器和智能执行机构产品定位明确,环动科技独立上市申报推进","机器人减速器独立收入、人形机器人客户、订单、出货和份额","CONTENT_UPDATED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-3868147b6b9f2afbfbc7709b","拓普集团","机器人执行器、灵巧手与结构件","ROBOT_EXECUTOR_REVENUE_EARLY_SCALE_DISCLOSED","年报单列机器人执行器收入1359.12万元,产品矩阵和研发投入明确","客户、订单、执行器数量、量产爬坡、基地利用率和利润贡献","CONTENT_UPDATED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"
"COMPANY-35e7000912a6caf1f24b2473","兆威机电","灵巧手、微型传动与驱动控制","DEXTEROUS_HAND_PRODUCT_SCOPE_DISCLOSED","人形机器人核心驱动模组及仿生灵巧手产品形态明确,研发投入率10.16%","机器人独立收入、客户、订单、出货量、可靠性和成本数据","CONTENT_UPDATED","NO_AUTOMATIC_FORMAL_POOL_CHANGE","NO_UPGRADE"